Copyright © 2018 Sierra-Cedar, Inc. All rights reserved
Thursday, March 22, 2018
Speakers: Jason Little, Jay Chapman
Design & Administrate Oracle Analytics Cloud
Essbase Databases
Jay ChapmanSenior ConsultantJay Chapman is a functional and technical professional with 15 years of experience working with Oracle’s Enterprise Performance Management, PeopleSoft, and Oracle’s Enterprise Performance Management Cloud which includes Planning Budgeting Cloud, Enterprise Planning Budgeting Cloud, Enterprise Performance Reporting Cloud, and Oracle Analytics Cloud. His industry background comprises of administering Hyperion Planning and Hyperion Public Sector Planning and Budgeting, as well as testing, troubleshooting, and migration across environments. He has a finance background in higher education with an emphasis on budgeting, forecasting, and reporting. Jay is an Oracle Hyperion Planning 11.1.1 Implementation Specialist and an Oracle Enterprise Performance Reporting 2016 Cloud Service Specialist. He also helped co-write the certification exam for Enterprise Performance Reporting Cloud.
Today’s Presenters
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Jason LittleVP of EPM/BI PracticeJason Little is a functional and technical professional with 25 years of experience working with the Hyperion suite of products, Enterprise Performance Management (EPM) solutions, Business Intelligence (BI) tools, and the latest Oracle Cloud Subscriptions, including PBCS, EPBCS, EPRCS, FCCS, PCMCS, and OAC. His corporate background includes Essbase and Hyperion Planning development, administration, and financial systems implementations. He has an accounting and finance background with emphasis on budgeting, forecasting, reporting, consolidations, and implementing best practices within the finance, accounting, and management reporting functions. He provides EPM and BI advisory services for public sector, higher education, healthcare, financial services, retail, manufacturing, and other commercial industries.
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● Configure, Provision, and Migrate to Oracle Analytics Cloud ServicesThursday, March 15 ● 1:00 to 2:00 p.m. ET
● Design and Administrate Oracle Analytics Cloud Essbase DatabasesThursday, March 22 ● 1:00 to 2:00 p.m. ET
● Migrate Your Essbase Financial Reports, Web Analysis, and Smart View Reports to OAC EssbaseThursday, March 29 ● 1:00 to 2:00 p.m. ET
● Drive Better Insights with Oracle Analytics CloudThursday, April 5 ● 1:00 to 2:00 p.m. ET
● Assess and Migrate On-Premise OBIEE to Oracle Analytics Cloud ServiceThursday, April 12 ● 1:00 to 2:00 p.m. ET
Jump-Start Your Cloud Journey with Sierra-Cedar and Oracle Analytics Cloud
Agenda● Overview
– OAC Overview– Essbase Integration
● Managing Multiple Cubes and Allocation Processes● Design and Solution Options with OAC, EPM, ERP, and HCM● Cube Designer and OAC Cloud Dimension and Data Models● Sierra-Cedar’s Offerings and Migration Considerations● OAC Essbase build demonstration
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Oracle Analytics Cloud – Subscription Overview
social
sensors
enterprisepersonal
SaaS
mobile
Data Sources
Developers and Data Stewards
Business
AnalystsData CatalogOne place to collect, search, explore, and curate all data
Data PreparationPrepare enriched, sharable, and reliable datasets across all data
Data AnalysisUnderstand and act using smarts: search, visualization, and storytelling
Data Management
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Oracle DatabaseServices
Oracle Data LakeServices
Oracle Data LakeServices
Data Catalog
Data Preparation
Data Analysis
OAC Essbase Subscription – Built for the CloudAnalyze Essbase cubes including Write Back capabilities (OBI, DV, BIP, Smart View)
Create Essbase cubes using Data Flows, update cubes using Data Sync
Introduce Essbase cubes into the Semantic Model or connect directly from DV and BIP
OAC Essbase
Developers and Data Stewards
Business
Analysts
social
sensors
enterprisepersonal
SaaS
mobile
Data Sources
Data Management
Oracle DatabaseServices
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Design options with OAC, EPM, ERP, and HCM● Standalone Essbase reporting for finance, operations, sales, and HR● Fully integrated with ERP Cloud and HR; bi-directional data feeds● Allocation and profitability applications. Audit Trails and Data Cells ● Optimizes Planning and Budgeting with Hybrid, Partitions, and
Location Alias; fast integration with reporting cubes
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Design options with OAC, EPM, ERP, and HCM● Optimizes FCCS, EPRCS, EPBCS,
PCMC with reporting and analytics ● OAC Data Sync with drill-through
capability (File, Relational, Essbase, Oracle BI)
● XREF/XRWITE to link to another application/cube within the same instance
● Automation Scripting and Linux Command
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Sales Data
OAC Sizing and Universal Usage Options● Deploy Essbase based on monthly usage and product
configuration● Subscription
increases as you add additional shapes and product usage
● Deploy Standard Edition and scaled out to EnterpriseEdition
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OAC Sizing and Universal Usage Options
● Monthly usage metered and monitored by Oracle with monthly sizing estimates
● Essbase CPU, Memory Needs and Shape Sizes ● Built with Exalytics Engineered Systems
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OAC Demo Highlights
Cubes StorageHybrid, BSO, ASO
Build/Maintenance ComplexitySimplified Applications/Cube Design Process
Calculations
Analyze Data in Smart ViewDrill-Through Reports
Command Line UtilitiesEssbase Command Line, LCM Migration Tool, Rest APIs, MAXL
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Cube Storage Demonstration● Three different types of Essbase Cloud cubes available:
BSO, ASO, and Hybrid– Supports transparent partitions– Uses Location Aliases, Substitution Variables, Calculation Scripts, and load
rules– Loads dimensions, data, or both via flat files or relational tables– Restricts access via firewall rules, SSL and VPN services
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Cube Storage Demonstration● Hybrid Aggregation Cube
– Enabled as a default in Essbase Cloud– Users can easily tag upper level members of a sparse dimension as
“dynamic calc”
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Build/Maintenance Demonstration
Three options for creating an Essbase cube:● Web interface● Cube Designer/Application Workbook● Flat file from existing ERP/database/or other system
Cube Maintenance can be done in the webinterface or Application Workbook
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Calculation DemonstrationCreate complex calculation scripts:● Calc Scripts only apply to BSO and Hybrid Cubes● Utilize MaxL and MDX to define ASO calc script logic
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Analyze Data in Smart View Demonstration
● Create reports in Word, PowerPoint, or Excel with live data from Essbase sources
● Access Drill-Through Reports to analyze additional detailed data retrieved from external data sources
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Analyze Data in Smart View Demonstration
● Create and import cubes in Excel with Cube Designer extension
● Drill through with Data Visualization, OAC BI and Smart View to underlying databases and files
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Oracle Database Services
Oracle Data Lake Services
DV/BI Smart View
Drill Through
Migration – Option 1: LCM
2. Export on premise application with Essbase LCM Utility
Prerequisites:● Essbase LCM Utility is installed● Essbase version is 11.1.2.4 or above● Java 8 is installed● Java SE Development Kit 8 (from Oracle Technology Network) is installed
Open up a Command prompt. Enter the command to export the application using the following commands:– cd EssbaseLCMUtility– EssbaseLCM.bat export -server servername:port -user username -password password -application
application -zipFile path\filename.zip -nodata– Exit
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Migration – Option 2: Application Workbook
1. Export on premise application with dbxtool export utility
Prerequisites:● Dbxtool is installed● Essbase version is 11.1.2.4 or above● Java Runtime Environment (JRE) 1.7.n or later is installed
Open up a Command prompt. Enter the command to create the application workbook using the following commands:
– cd dbxtool\dbxtool\bin– Export.bat export -server server:port -application application
-cube cube -user username -password password -path c:\directory-build PARENT-CHILD -calc
– Exit– Move the excel workbook to a location you can access for import to the cloud.
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Notes:This option will NOT load the security filters PARENT-CHILD or GENERATION• -build can be• -calc is optional, and will create a
separate worksheet for each calculation
• -data is optional, and only includes input data
Essbase Migration Considerations● Essbase versions earlier than 11.1.2.4 will need to be upgraded to 11.1.2.4
before migration● OAC Essbase Migration includes two optional methodologies:
– Life Cycle Management methodology: Includes Essbase Filters– Application Workbook methodology: Does not include Essbase filters
● Sierra-Cedar can assist providing a process to create and manage security filters using MAXL scripting under both LCM and App Workbook.
● Users will not be migrated and must be configured in OAC● Sierra-Cedar can assist with providing various methods to export Essbase users
from legacy systems● Sierra-Cedar can provide templates for users to be imported to the Cloud using
a simple .csv formatted file
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Essbase Migration Considerations● All Essbase Calculation scripts will all need to be evaluated to verify that they will run with
no issues in the Cloud environment.
● Custom memory settings that existed in the legacy system are managed by Oracle in
Cloud. OAC provides some memory tuning based on OAC shape size and cube design.
● Sierra-Cedar offers Calculation Manager training and performance turning.
● Essbase calculation performance can vary based on how many Oracle CPUs and OAC
Shape Size included in your subscription.
● Sierra-Cedar offers performance benchmarking and testing services as part the Cloud
migration and Essbase performance tuning.
● The old Essbase Admin Services (EAS) and Server configuration file does exist in OAC.
Oracle handles Essbase server configuration and database management as Platform as a
Service.
● Sierra-Cedar can assist with sizing and configuring Cloud Service resources, limits and
Application Configuration Properties.
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Essbase Migration Considerations● Sierra-Cedar can assist cube design and Hybrid options. All upper-level sparse members
should be dynamic calculation to take advantage of the default Cloud calculation and query processor, which is hybrid Aggregation mode. This approach should be evaluated and tested for applications.
● Consider multiple aggregating sparse dimensions.● Consider Calc scripts with cross dimensional references to upper level sparse members.
Hybrid aggregation mode default is disabled.● Financial Studio (FR) reports are not available with OAC Essbase and are replaced with
Enterprise Performance Reporting Cloud Service (EPRCS) and OAC BI and Enterprise Planning and Budgeting.
● Sierra-Cedar offers services to assist with EPRCS Management Reporting configuration for reporting needs.
● Sierra-Cedar offers services to migrate FR reports into EPRCS.● Report book functionality would leverage EPRCS report packages functionality.
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Essbase Migration Considerations● Essbase Report scripts are not supported
– Sierra-Cedar offers services to assist with recreating using a calculation script with DATAEXPORT command if used for data exports
– Sierra-Cedar can assist with recreating using another reporting method such Smart View, EPRCS, OAC BI if they are used for reporting
● Automation scripts will need to be converted to the new OAC Command Line Interface● Existing MaxL scripts will need logging and timestamping removed, as the Cloud
automatically adds them● Sierra-Cedar can assist with converting existing Batch scripts to use ESSCS instead of
MaxL or EssCMD● ETL processing using SQL Interface, Essbase Studio, Oracle Data Integrator, Informatica,
and HFM Extended Analytics procedures will need to be evaluated and updated to support OAC Essbase processes.
● Sierra-Cedar can assist with OAC Data Sync and converting automated Data loads and dimension updates to OAC Essbase supported flat files or SQL Load Rules
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● Configure, Provision, and Migrate to Oracle Analytics Cloud ServicesThursday, March 15 ● 1:00 to 2:00 p.m. ET
● Design and Administrate Oracle Analytics Cloud Essbase DatabasesThursday, March 22 ● 1:00 to 2:00 p.m. ET
● Migrate Your Essbase Financial Reports, Web Analysis, and Smart View Reports to OAC EssbaseThursday, March 29 ● 1:00 to 2:00 p.m. ET
● Drive Better Insights with Oracle Analytics CloudThursday, April 5 ● 1:00 to 2:00 p.m. ET
● Assess and Migrate On-Premise OBIEE to Oracle Analytics Cloud ServiceThursday, April 12 ● 1:00 to 2:00 p.m. ET
Jump-Start Your Cloud Journey with Sierra-Cedar and Oracle Analytics Cloud