the mass migration from hyperion ir/brio to oracle bi cloud service

Agenda

2

① Why Migrate From Hyperion IR/Brio?

② What Are My Options?

③ What is Oracle BI Cloud Service?

④ Oracle BICS Demo

⑤ How Do I Get From Hyperion IR/Brio to BICS?

⑥ Next Steps

⑦ Q&A

Agenda

The Mass Migration From Hyperion IR/Brio to Oracle BI Cloud Service 3

Why Migrate From Hyperion IR/Brio?

4

Premier Support Is Ending in April 2015Sustaining Support Will Continue

Terminal Release will be 11.1.2.4 Support continues at 11.1.2.3 level

Web support stops at IE 10 – No Support for IE 11

Desktop support up to Windows 8

No mobile strategy

Why Migrate from Hyperion IR/Brio?


Premier Support Is Ending in April 2015Sustaining Support Will Continue

What it means to enter ‘Sustaining Support’: No new updates, fixes, or security alerts

No data fixes, or critical patch updates

No certification with new 3rd party products/versions (browsers, OS, etc.)

No certification with new Oracle products

No new upgrade scripts

Why Migrate from Hyperion IR/Brio?


7The Mass Migration From Hyperion IR/Brio to Oracle BI Cloud Service

2008 2009 2010 2011 2012 2013 2014 2015Legacy

IR/SQR

v8.x

IR/SQR

v9.x

IR/SQR

v11.x

Str

ate

gic

OBIEE 11g

BICS

OBIEE12c

2003

2005

Today

April 2015

Oracle BI Timeline


Scenario Users Typical Topology Data Complexity User Knowledge

Workgroups < 50 Primarily Desktop

Users

Analyzing Files &

Relational DB Sources

Usually Very Self-Sufficient,

Self Authors

Departments < 150 Mixed Desktop & Web

Users

Analyzing Some Files, But

More Involved In

Relational DB, With More

Complex Joins

Mix Of Users. Usually

Business Analyst (Power

User) Is Author, With

Consumers Having Navigation

Skills

Enterprise-wide* > 150* Primarily Web Users,

but Many Desktop

Users

Less File Analysis, More

Focused On Secured

Relational DB. Generally

Federated Data Sets, To

Allow Cross Function

Analysis

Mix Of Users. Usually

Business Analyst (Power

User) Is Author, With

Consumers Having Navigation

Skills

* Enterprise deployments tend to be very large, involving 1,000+ users. IBM was 120,000+ users.

Spectrum of Hyperion IR/Brio Users Why Migrate from Hyperion IR/Brio?

What Are My Options?

9


What Are My Options?

Hyperion IR / Brio

Dept. Ad-Hoc Query

Reporting & Analysis

Simple Data Modeling

Merging Server Data w/ Local Files

Corporate Ad-Hoc Query

Reporting & Analysis

Dashboards

Data Dump, Historical Capture

Scheduled Report Distribution

Merge Server Data w/ Local Files

I don’t know what I’m looking for.

I’ll know it when I see it.

Endeca

Information

Discovery

BI Publisher[A module within OBIEE 11g]

OBIEE 11g

TWB

Oracle BI

Cloud Service

(BICS)

What is the major use case?

What Is Oracle

BI Cloud Service?

11


Business Intelligence CloudWhat Is Oracle BI Cloud Service?

Based on proven BI technology

relied on by millions of users

Integrated with Oracle Database

Cloud Service

Built-in mobile

Simple administration and data

integration

Low-cost monthly subscription


Quick Time To ValueWhat Is Oracle BI Cloud Service?

All required capabilities pre-

integrated in a single service

Analytics for everyone...from the

workgroup to the enterprise

Built for user self-service


Powerful BI Capabilities… Low Cost Of Ownership

What Is Oracle BI Cloud Service?

Proven BI Platform

Enterprise Class

Feature Rich

Oracle Data Centers

Oracle Owned and Operated

Highest Industry Security Standards

Fully Managed

Upgrades and Patching

99.5% Availability



Proven Dashboard & Analysis Platform

Rich Charting Gallery, Interactive

Visuals, & Comprehensive Formatting

Drilling, Advanced dynamic prompting,

Right-click interactions, master-detail

linking

Pivoting and Visual Aggregations



Proven Dashboard & Analysis Platform

Full featured query generation and

calculation engine

Comprehensive filtering and aggregation

Powerful OLAP groupings, selections

Hierarchical, time-series, and statistical

functions


Automatic Mobile SupportBased on BI Mobile HD


Analytics on mobile with no

additional development

Touch, drill, interact

Swipe, zoom – touch gestures

Offline access to content with

fine-grained security to grant or

revoke privileges


Includes The Market-Leading Oracle Database


Oracle Database 11gR2

Oracle Managed

Automated Backup

Point-in-time Recovery

Administrative Access

Oracle Application Express

(APEX)

SQL Developer

BICS DBaaS


Multiple Data Load OptionsWhat Is Oracle BI Cloud Service?

BICS Data Loader

Web-based File Upload

SQL Developer

Interactive Loading & Administration

DBCS Rest API

Define Your Own Custom API

PL/SQL Data Import

Generic Web Services Data Import


Easy Data ModelingWhat Is Oracle BI Cloud Service?

Wizard based Star Schema

design

Auto Time Dimension

Rich hierarchy and time series

calculations, aggregations

Advanced Analytics: Trending,

Binning, etc., based on Oracle

database

Leverage any Oracle database

procedure


Intuitive Security & AdminWhat Is Oracle BI Cloud Service?

Integrated ID Management

Application roles

Snapshots and Exports

Advanced Permissions

Framework

Easy backup/restore

Database administration via

APEX

Oracle BICS Demo

22

How Do I Get From

Hyperion IR/Brio to BICS?

23


How Do I Get From Hyperion IR/Brio to BICS?

Hyperion IR / Brio Oracle BICS

Enterprise Reporting

Leverage Oracle & Non-Oracle Assets Leverage Oracle & Non-Oracle Assets

Web-Based & Client-Based 100% Web-Based

End User Self Service Enhanced End User Experience

Simple Metadata Layer Simple Metadata Layer

Dashboards – Significant Coding Required Dashboards – No Coding

System Similarities

Enterprise Reporting w/ Advanced Visualization




Enterprise Reporting

Leverage Oracle & Non-Oracle Assets Leverage Oracle & Non-Oracle Assets

Web-Based & Client-Based 100% Web-Based

End User Self Service Enhanced End User Experience

Simple Metadata Layer Simple Metadata Layer

Dashboards – Significant Coding Required Dashboards – No Coding

System Similarities

Enterprise Reporting w/ Advanced Visualization

For The Same Great Reasons You Bought Hyperion IR/ Brio…

The Move To BICS Is An Evolutionary Step




Customer Installation & Maintenance (Capital Expense)

Separate Database(s) for Data Source Includes Oracle Database

Months To Deploy / Update Weeks To Deploy – Automatic Updates

Cryptic On-Line Help Files Easy Online Computer-Based Training

Simple Visualizations Advanced Visualizations

No New Features For Years Cloud-First New Feature Strategy

Advantages of Oracle BICS

No Infrastructure Costs (Operating Expense)



Technical Benefits Business Benefits

Cloud-Based

No On-Premise Hardware Lower Cost of Ownership

Easy To Bring In New Data Data Mashups (Similar To Brio)

Personal Reporting Database Simplify Data Modeling w/ Database Views, etc.

Easy Upgrade No Upgrade Costs. No Business Disruption.

Benefits of Migration

Greater Business Agility

Oracle End of Life for Hyperion IR/Brio

Oracle License Initiatives

Cloud Strategy

Infrastructure Upgrades Beyond Support Levels

Change In Source Systems

How Do I Get From From Hyperion IR/Brio to BICS?


① Audit

② Analyze (Best Conversion Option)

③ Develop

④ Test

⑤ Deploy



Download Info Sheet at

www.kpipartners.com/Migration



① Audit

Determine which reports are the most used and least used.

Turn on Brio Usage Tracking feature for Brio Server reports.

User survey for desktop reports.



② Analyze – Best Conversion Option

Run Brio Impact Analysis and Harvester tools to determine

which source tables are being used for which reports.

Determine best conversion option from 4 conversion options.

Consolidate existing reports and applications wherever

possible using capabilities of new BI tool.



③ Development

Ingest data into the cloud.

Build new reports & dashboards.



④ Test

Regression test against existing Hyperion IR/Brio reports.

⑤ Deploy

Production migration from development cloud environment to

production cloud.



Conversion OptionsScenario Steps When to Use

Option 1

Use Source Tables As

Starting Point

1. Upload source tables in BICS using BICS Data Loader

2. Model in BICS

3. Create report in BICS

Multiple reports built off

same set of source tables.

Ad-hoc capability needed.

Option 2

Brio Result Set Used

As Starting Point

1. Capture Brio SQL in BQY file via the View SQL Log feature and

copy to SQL tool like SQL Developer.

2. Run Brio SQL against source database and output result to

database table or Excel

3. Upload result set to BICS database using BICS Data Loader or

SQL Developer

4. Create simple model in BICS, including any calcs added in Brio

Results section

5. Create BICS report

One off report where effort

to model tables is too much

for a single report. Need to

repeat data uploads for

periodic updates. No ad-hoc

capability needed.



Conversion OptionsScenario Steps When to Use

Option 3

Export IR/Brio Results

Section From BQY File

1. Run query

2. Export Results section to XLS or CSV

3. Upload result set to BICS database using BICS Data Loader or

SQL Developer

4. Create simple model in BICS


One-time data transfer to

BICS DB.

No repeatable data refresh

needed.

Option 4

Use Brio Report Job

Output BQYs as

Starting Point

1. Export Brio Job Outputs to Excel.

2. Upload result set to BICS database using BICS Data Loader

3. Create simple model in BICS


Store archived data in the

cloud for backward-looking

historical data capture.



What Is The Best Way To Migrate?

Big Bang Approach: By mm/dd/yyyy, all users need to

move off Brio to BICS

Phased Approach: Move a few apps at a time. Many

companies work use an offshore managed services

approach to do this in a cost effective manner



What About Staying On IR/Brio for Existing Apps?

Infrastructure Support IssuesSince no new version support, infrastructure changes expose Hyperion

IR/Brio installations to problems with no available workarounds.



Use BICS more advanced report and dashboard

features to consolidate reports and simplify end

user experience.

Visualize your data better with BICS dashboards

(heat maps, trellis charts, etc.) without coding.



Don’t try to do all joins in BICS metadata layer as BICS

gives you a personal reporting database where you can

create views, etc. to simplify the modeling effort. You

control your own database !

Use Oracle’s APEX development environment which

comes with BICS to enter data, etc. No more custom

coding of data entry forms!

Next Steps

40


Next Steps

Oracle BI Representative KPI Partners

Oracle Licensing Initiatives

Oracle BICS Pricing

Oracle BICS Demo

Free 1 Hour Assessment Call

Hyperion IR/Brio to BICS Quick Start Package

Managed Services Offshore Conversion

Contact

[email protected]

www.kpipartners.com

1-888-988-4KPI

Who To Contact?

mailto:[email protected]

http://www.kpipartners.com

Q & A

42

43

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2012 Oracle Specialized Partner of the Year

2013 Oracle Specialized Partner of the Year

Email: [email protected]

Web: kpipartners.com/contact

KPI World Headquarters39899 Balentine Drive

Suite #375

Newark, CA 94560

Phone: (888) 988-4KPI

Contact Us

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the mass migration from hyperion ir/brio to oracle bi cloud service

Technology

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desktop support

sustaining support

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