oracle epm system 11.1 - tspl.com · oracle epm system 11.1.2 prashanth rai [email protected]...

© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010

29th July 2010

www.tspl.com

Oracle EPM System 11.1.2

Prashanth [email protected]

Atul [email protected]

mailto:[email protected]



ThirdwareThirdware

Set up in 1996 as focused on ERP, BI /EPM systems &

Custom Applications

Hyperion Partner since 2001, Currently Oracle Platinum

Partner - Partner of year, For 4 of the years.

250+ person years experience in EPM / BI / DW

100+ satisfied clients in BI/EPM Practice

Product, Services - Training, Implementation, Post

Implementation Support, Migrations etc.

Implementations / Clients in India, Middle East, APAC,

Europe & USA


Partial Client List Partial Client List –– Hyperion / OracleHyperion / Oracle


29th July 2010

www.tspl.com

What’s New







What’s newWhat’s new

New New FunctionalityFunctionality

System 11.1.2System 11.1.2

Workflow / Workflow / Process Process

Management and Management and ValidationsValidations

Microsoft Office / Microsoft Office / Smart ViewSmart View

End User End User Experience Experience

Data Form DesignData Form Design

Integration with Integration with ASOASO


Workflow / Process ManagementWorkflow / Process Management

Increased granularity of Planning Unit

definition

Planning Unit = Entity + One dimension

(Program, Project)

Different Process Management organization for

different versions and scenario (budget,

Forecast,..)

Support in Matrix organizations

Project by entity / Market

Predefined promotion path

Guidance in Promotion path

Automatically find next owner

Delegate / Out of Office

Process Management rules can dynamically

change promotion path based on criteria


Workflow / Process ManagementWorkflow / Process Management

Validation report to collect data issues

that do not meet ‘rules’ requirements

Shows where to go to fix data

Creates an on-the-fly task list with

forms that have invalid data

Takeaways

End User: Ease of use for running the approval process

Transversal roles automatically integrated with the process

Flexible planning unit management (take ownership, freezing data, automatic promotions)

Out of Office Assistant to manage processes while owners are away

Administrator / Developer: Supports simple to very complex planning process flows

Enables a stronger and more granular Planning process

Optimizes maintenance of the process definition

Captures errors / disallows values at the time of entry rather than at the time of review and approval

Takeaways

End User: Ease of use for running the approval process

Transversal roles automatically integrated with the process

Flexible planning unit management (take ownership, freezing data, automatic promotions)

Out of Office Assistant to manage processes while owners are away

Administrator / Developer: Supports simple to very complex planning process flows

Enables a stronger and more granular Planning process

Optimizes maintenance of the process definition

Captures errors / disallows values at the time of entry rather than at the time of review and approval


MS Office IntegrationMS Office Integration

Task List integration Tasks display in MS Outlook

Calendar with mobile synchronization

Task appear in users calendar

Right click menu in Task to open form

Promote/approve budget or set ‘Out of

Office’ message

Task List also available in Excel

Right click menus

Cell level menu

Data validations and color coding.

Validation Messages based on excel

column cell reference

Task List

integrated within

MS Outlook.

Task appear in

the users

calendar

in MS Outlook.


MS Office IntegrationMS Office Integration

Plan can be taken offline by using the

Smart View panel.

Single click to perform ad hoc analysis.

Smart View Home

Takeaways

Newly designed MS Office 2007 ribbons (includes Planning specific context sensitive ribbon and

Planning ad-hoc ribbon).

New data cell level context menus (includes drill-through, document attachments, and cell comments).

New right-click access to application level actions:

Offline Wizard and Copy Version

Process Management, business rules, and user preferences

Takeaways

Newly designed MS Office 2007 ribbons (includes Planning specific context sensitive ribbon and

Planning ad-hoc ribbon).

New data cell level context menus (includes drill-through, document attachments, and cell comments).

New right-click access to application level actions:

Offline Wizard and Copy Version

Process Management, business rules, and user preferences


End User ExperienceEnd User Experience

Improved usability in Web Forms Sorting and Filtering. Ad hoc

Traffic lighting

Increased flexibility to view / enter data Enhanced Composite Forms

Right click menus

Filter rows and columns based on data values.

Sort by Row or Column

Freeze Rows / Columns (Like Excel)


End User ExperienceEnd User Experience

Users can save their personal form

Anyone can enter ad hoc analysis (no

additional shared services roles)

Restrict by disable on form

Pivot, Zoom in and Out, Keep only /

remove only

Display of consolidation operators

Perform ad hoc actions

Takeaways

Improved user interface

User friendly environment

New Web forms and ad hoc

More flexibility for entering and analyzing data

Higher usability

Reduces admin dependency for specific end-user needs

Takeaways

Improved user interface

User friendly environment

New Web forms and ad hoc

More flexibility for entering and analyzing data

Higher usability

Reduces admin dependency for specific end-user needs

© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010

Drag-and-drop dimensions to POV,

page, rows and columns

Data validation rules and color coding

Formula rows and columns

Forms preview option

You can now build data validation rules

on data forms in order to color code

and display contextual messages.

Data Form DesignerData Form Designer

Takeaways

Streamlined menus for administering Planning applications

Reduces design time and maintenance

Ease of use

No coding required for data validations and colors in forms

Takeaways

Streamlined menus for administering Planning applications

Reduces design time and maintenance

Ease of use

No coding required for data validations and colors in forms


Drag-and-drop feature

Grouping as tabs

Section labels

Global and Section shared

dimensions

Composite Data Form DesignerComposite Data Form Designer

Takeaways

Ease of use for entering data

Shows all required data on one page

Reduces the number of tasks

Real-time analysis

Takeaways

Ease of use for entering data

Shows all required data on one page

Reduces the number of tasks

Real-time analysis


Map Planning Data to Reporting Application (ASO or BSO)

Transform data (based on smart lists) to data based on dimension members

Aggregations and queries on Smart Lists, which are converted to regular dimensions

in the reporting application

Linking Planning data to multiple reporting applications for various consolidations

Reporting ApplicationReporting Application

Takeaways

Integration with

Reporting

application

Additional analysis

available –

reporting on smart

lists

Takeaways

Integration with

Reporting

application

Additional analysis

available –

reporting on smart

lists


Implementation Considerations (1/2)Implementation Considerations (1/2)

Process management:– Keep only the valid combinations between Entity / Secondary dimensions

– Ensure that the planning unit hierarchy is dynamically linked to dimensions for

easier maintenance

– Rely on planning unit import for improved integration with source systems

– Leverage different dimension hierarchies by Scenario / Version dimensions

Validation rules:– Rules with color coding do not impact performance and can be used without

restrictions

– Rules with process management options impact performance as follows:• Avoid adding rules on forms with dimensions including a large number of members in a

page or POV

• Minimize the use of rules that validate totals rather than itemized amounts

• Test validation performance before you deploy rules to end users


Implementation Consideration (2/2)Implementation Consideration (2/2)

Smart View– The Smart View 11.1.2 client supports Planning 9.3.1.x and 11.1.1.x

releases:

• Features in prior releases of Smart View are compatible with the 11.1.2 client.

• APS based connections require APS to be upgraded to 11.1.2

– Now two ways to connect to Planning:

• Shared connections:

– Connections are based on products /applications registered in Hyperion Shared

Services

– APS connections are created in Smart View

• Private connections:

– Users enter a connection and saves it as a named connection

– Planning ad-hoc is only available through Planning APS providers


Pre Fusion Edition ArchitecturePre Fusion Edition Architecture

Architecture Challenges:

– Multiple disparate administrative

processes

• Adding Users

• Changing Passwords

• Business Rules (ODBC, EAS, Security)

– Issues with External Security Providers

(OU changes, Special Characters, etc)

– Multiple BI tool repositories

– Dependence on legacy

protocols/technologies (eg. DCOM,

Java Applets, etc)

– Multiple Hyperion user interfaces/URLs

(Planning, Reports, Analyzer, etc)

– Desktop footprint (multiple clients)


Oracle EPM Fusion Edition ArchitectureOracle EPM Fusion Edition Architecture

New install only.

Weblogic Only

Oracle HTTP server has replaced Apache.

Additional support for Windows server

2008, Internet Explorer 7 and 8, Firefox 3.5

(except FDM)

Better 64-bit support (Except for FDM, FR

Print Server, Strategic Finance)

SSL Support

New Directory Structure

Integrated Essbase clustering

No More OpenLDAP

WebLogic JVM Consolidation

Oracle Diagnostics Logging (ODL)

Integration

Life Cycle Management enhancements


Oracle EPM System 11 Upgrade PathOracle EPM System 11 Upgrade Path

3.X4.x

Pre-System 9 System 99.2.0.2

and earlier 9.2.0.3

9.2.19.3.1

System 1111.1.1

Enhanced EPMA

Lifecycle Management

Identify Management (OID)

Clusterware

Fusion Middleware

Updated Oracle UI

OBIEE Integration

Direct upgrades to 11.1.1.0 are not supported from releases older than 9.2.0.3

Pre-System 9.2.0.2 must migrate to System 9.2.0.3 or higher

11.1.2?

Upgrade option

expected in

11.1.2.1 release

late 2010


Our Approach….Our Approach….

Study Study

Current Current

ApplicationApplication

Study Study

Current Current


User User

Awareness Awareness

TrainingTraining

User User

Awareness Awareness

TrainingTraining

Artifact Artifact

migration / migration /

Conversion Conversion

Artifact Artifact



Build Build


Build Build


Application Application

TestingTesting


TestingTesting

DeployDeployDeployDeploy

Support Support

DeskDesk

Support Support

DeskDesk

Rules and

Security

Migration

Rules and

Security

Migration

Migrate

Essbase /

Databases

Migrate

Essbase /

Databases

Application

Conversion

Application

Conversion

Migrate

Reports

Migrate

Reports

Data

Integration

ODI is bundled

Data

Integration

ODI is bundled

Current State

Assessment

Current State

Assessment

Project

Planning

Session

Project

Planning

Session

Application

Training

Application

Training

Administrator

Training

Administrator

Training

Software

Installation

Software

Installation

Document

Exceptions

Document

Exceptions

Develop Test

Scripts

Develop Test

Scripts

Application

Testing by Key

User

Application

Testing by Key

User

Modify

Application

(e.g. Member

Formulae)

Modify

Application

(e.g. Member

Formulae)

Business Rule

migration /

validation

Business Rule

migration /

validation

Data

Integration /

Migration

Data

Integration /

Migration

Implement

new

Functionality

Implement

new

Functionality

Validation /

Unit Testing

Validation /

Unit Testing

BI artifact

connectivity

BI artifact

connectivity

Migrate

Artifacts /

Security to

Production

Migrate

Artifacts /

Security to

Production

Validate

Migration

Validate

Migration

Define and

Validate back

up /restore

process

Define and

Validate back

up /restore

process

Tuning of

application(s)

Tuning of

application(s)

Parallel RunParallel Run

Support Support

Handover after

successful

close cycle

Handover after

successful

close cycle


Best PracticesBest Practices

Strategic assessment of current / future state

Holistic training (IT, Admin, End User)

Leverage on proven strategy

Preparations– Validate assumptions (multiple time during project)

– Plan for Impact on business

– Data Integration options – Needs considerations

– Test, Test, Test

Utilize cloud based environment

Run parallel


Time to Migrate ….System 11


Our Approach….Our Approach….

Study Study

Current Current


Study Study

Current Current


User User

Awareness Awareness

TrainingTraining

User User

Awareness Awareness

TrainingTraining

Artifact Artifact



Artifact Artifact



Build Build


Build Build



TestingTesting


TestingTesting


Support Support

DeskDesk

Support Support

DeskDesk

Rules and

Security

Migration

Rules and

Security

Migration

Migrate

Essbase /

Databases

Migrate

Essbase /

Databases

Application

Conversion

Application

Conversion

Migrate

Reports

Migrate

Reports

Data

Integration

ODI is bundled

Data

Integration

ODI is bundled

Current State

Assessment

Current State

Assessment

Project

Planning

Session

Project

Planning

Session

Application

Training

Application

Training

Administrator

Training

Administrator

Training

Software

Installation

Software

Installation

Document

Exceptions

Document

Exceptions

Develop Test

Scripts

Develop Test

Scripts

Application

Testing by Key

User

Application

Testing by Key

User

Modify

Application

(e.g. Member

Formulae)

Modify

Application

(e.g. Member

Formulae)

Business Rule

migration /

validation

Business Rule

migration /

validation

Data

Integration /

Migration

Data

Integration /

Migration

Implement

new

Functionality

Implement

new

Functionality

Validation /

Unit Testing

Validation /

Unit Testing

BI artifact

connectivity

BI artifact

connectivity

Migrate

Artifacts /

Security to

Production

Migrate

Artifacts /

Security to

Production

Validate

Migration

Validate

Migration

Define and

Validate back

up /restore

process

Define and

Validate back

up /restore

process

Tuning of

application(s)

Tuning of

application(s)

Parallel RunParallel Run

Support Support

Handover after

successful

close cycle

Handover after

successful

close cycle


Our Approach Our Approach -- Leveraging CloudLeveraging Cloud

Evaluate the Evaluate the

functionality of functionality of

the new Versionthe new Version




Study Study

current App current App

EcosystemEcosystem

Study Study


EcosystemEcosystem

Get an Dev Get an Dev

environment environment

setupsetup



setupsetup

User User

awareness awareness

TrainingTraining

User User

awareness awareness

TrainingTraining

Artifact Artifact

Migration / Migration /

conversionconversion

Artifact Artifact



Build Build


Build Build


Create Test Create Test

Environment Environment

in cloudin cloud



in cloudin cloud


TestingTesting


TestingTesting

Create Create

Production Production

EnvironmentEnvironment

Create Create




Support Support

DeskDesk

Support Support

DeskDesk


Cloud Computing Cloud Computing -- ExplainedExplained

3 Principals of cloud based services:

– Buy consumption units

– dynamically assign and scale computing

– pay as per usage.


Our Approach Our Approach -- Leveraging CloudLeveraging Cloud







Study Study


EcosystemEcosystem

Study Study


EcosystemEcosystem



setupsetup



setupsetup

User User

awareness awareness

TrainingTraining

User User

awareness awareness

TrainingTraining

Artifact Artifact



Artifact Artifact



Build Build


Build Build




in cloudin cloud



in cloudin cloud


TestingTesting


TestingTesting

Create Create



Create Create




Support Support

DeskDesk

Support Support

DeskDesk


Why leverage the cloud?Why leverage the cloud?

Availability of

infrastructure?

Provisioning

of new web applications or

service components for

Sand Box for migration?

Cost of infrastructure for

trying out new version?

Testing new features /

functionalities without the

wait for infrastructure?

Inability to

develop/test multiple

scenarios & configurations

simultaneously?

Functional Test

Development

Load Test

Performance Test

No capital costs / No lock-in

Pay per use

Secure

Infinite resources

On-Demand Infrastructure

Immediate

Automated

Scalable

Best Practice

SandboxSandbox

environmentenvironment


www.tspl.com

Do you want to try

Cloud based System 11.1.2 ?

Send a mail to

[email protected]



Questions?


Thank You

www.tspl.com

What’s New






oracle epm system 11.1 - tspl.com · oracle epm system 11.1.2 prashanth rai [email protected]...

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