Migration approaches for FDMEEThe Heart of the Matter

Francisco Amores & Tony ScaleseInfratects & Edgewater Ranzal

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FDMEE Vs. FDMMigration UtilityRebuild Vs. Migration UtilityBest PracticesDiscussion Panel & Questions

Agenda

Let’s Engage in Lively Discussion

Numbers speak for themselves● 80-90% of FDMEE implementations are migration projects

Why today’s topic?

FDMEE Projects

New Migrations from FDM/ERPI

ERP as a Source (EBS, PSFT, JDE, SAP)

RDBMS as a Source

40 5 35 14 1050 10 40 20 5

FDMEE Vs. FDM

Area FDMEE beats FDM FDM beats FDMEEUser Interface • Data grid / filtering

• All Web based• Export to Excel all

aroundTarget System Integration

• Calculation Scripts• ASO/HPCM

• Adapter API for Essbase

Source System Integration

• Adapters / params• Native EBS/PSFT• Drill-through

• Complex filter conditions in integration script

FDMEE Vs. FDM

Area FDMEE beats FDM FDM beats FDMEEMappings • Multi-dim

• #SQL maps• Copy Maps

Scripting • Jython• Custom Scripts

• Workbench Script Editor• More Event Scripts• Accelerators

Security • HSS Integration • Object SecurityPerformance • ODI / Web Logic

• Large data volumes• Map volume

FDMEE Vs. FDM

ODI based tool● Run 2 ODI Scenarios (Artifacts/Data)

Patch needed (V1.1) on 11.1.2.4

Migration Utility

Migration UtilityPros Cons• Good for * * migrations• Historical Data• Can add prefix to artifacts• Just need the FDM Db

• IT oriented tool• ODI knowledge• Can’t select artifacts• Not suitable for N apps• Manual post-actions• Double-check after migration is a

MUST• Failure re-start• Lacks investigative eye

Migration UtilityMigrated Not Migrated (among others)

• Target Adapters > App. Definitions• Global/Application Categories• Global/Application Periods• Logic Groups/Accounts• Validation Entity Groups/Items• Validation Rule Groups/Items• Import Formats• Locations (flat hierarchy)• Data Load Rules are auto-created

(only for intersections with data)

• Source Adapters• Customizations in Target Adapters• Custom Reports• Any Scripts• Import Format definition for script-based• Security• Orphan Locations and Import Formats• Log/Audit information

Back-up FDM DBBack-up FDMEE DBLCM ExportDelete unused artifactsRename FDM dimensions (FM xxx)Register EPMA apps before migratingNot an ODI/SQL guy? Time to learn

Migration Utility – Leading Practice

Check target category and period maps Re-create Check Rules Create Import Formats for MP files Configure System/Application Settings Develop Security Follow Drill Region post migration steps Run aif_fdmee_misc.sql Fix CS in Mappings(Oracle DB) Rebuild ALL scripts Rebuild any other not migrated artifact

Migration Utility – Post Migration

Migration Utility – Real Life

Configure Utility

Run the Utility

Check FDMEE

Troubleshoot

Errors?

Post-Migration Actions

End-2-End Test in FDMEE

NO

YES

Looks good?

YES

NO

Troubleshooting● Get SQL Query● Run it manually● Adjust FDM DB

Utility log in tmp

Migration Utility – ODI Operator

Did you run it with no issues?

Will take more time but allows you to● Clean inactive artifacts● Replace Custom with OOTB● Improve maps (maintenance/performance)● Involve customers for better knowledge transfer

Numbers again speaks for themselves● We used migration utility at 2 customers (Infratects)● We used migration utility at 0 customers (Ranzal)

Rebuild Vs. Migration Utility

Rebuild Key Areas of FocusArea ConsiderationsSource Integration • Technical configuration

• CustomizationsImport Formats • Import scripts only when necessary

• Concatenation vs multidim• Multi-period files

Locations/DLRs • 1 Location with N DLRs / N Locations with 1 DLR?

• # DLRs may explode when using multiple categories

Rebuild Key Areas of FocusArea ConsiderationsMaps • #SQL better than #SCRIPT (Jython)

• Multi-dim when possible• May require some additional indexes in the DB

Scripts • Don’t rebuild line by line• Use one technology… Jython!

Purging • Ask the customer for non-used artifactsSecurity • # HSS Groups may be large – can’t nest

• Limited to UI page security

Excel Interface● Based on keys● Very poor validation

What helped us● Custom utility to generate LCM files● Custom SQL utility with validations● Custom Excel Template for maps

Mixed Approach

You don’t want this to happen

Excel Interface

So use at your own risk

Excel Interface

LCM Utility

Generate mapping rules as text fileScripts updated via SQL procedure

Custom Map Generator Template

Migration Workshop● Analysis of FDM apps● Skip/Migrate/New

Take your time for design● Locations● Maps● Scripts

Unit Testing before End-2-End

Best Practices

Use JythonAll imports at the top, only required fdmAPI.logxxxx Use inline comments/doc strings try….except….finallyMake it work then make it JythonicCreate a framework (code reusability)

Best Practices for Rebuilding Scripts

Check Rules need to be re-createdBelow rule WON’T workWhat would you change?

Let’s Play a Game!

Jython functions in lower case

After couple of hours…

Discussion Panel

Francisco Amores TorresInfratectsfrancisco.amores@infratects.com@akafdmee

Tony ScaleseEdgewater Ranzalascalese@ranzal.com@fdmeeguru

Questions

Infratects2401 Internet Blvd., Suite 101

Frisco, Texas 75034Tel (214) 436-8987

Email: info@infratects.com

Co-PresenterFrancisco Amores Torres, Integration Specialist

Herculesplein 32-34Utrecht 3584 AAThe Netherlands Tel +31 (0)88 238 08 00

Horton HouseExchange FlagsLiverpool L2 3PF Tel +44 (0) 7833 444717

Tekniikantie 14Espoo 02150Finland Tel +358 (0)40 559 2630

Edgewater Ranzal108 Corporate Park Drive, Suite 105

White Plains, NY 10604Tel (914) 253-6600

Email: info@ranzal.com

Co-PresenterTony Scalese, Integration Practice Director

45 Beech Street, Suite 109London EC2Y 8ADUnited KingdomTel +44 (0) 2033 717 174

150 North Michigan Ave.Suite 2800Chicago, IL 60601Tel (312) 624-7738

200 Harvard Mill SquareSuite 210Wakefield, MA 01880Tel (781) 246-3343