© © © © 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]
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
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
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
Partial Client List Partial Client List –– Hyperion / OracleHyperion / Oracle
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
29th July 2010
www.tspl.com
What’s New
Oracle EPM System 11.1.2
Prashanth [email protected]
Atul [email protected]
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
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
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
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
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
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
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
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.
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
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
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
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)
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
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
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
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
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
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
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
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
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
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
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
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)
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
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
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
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
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
Our Approach….Our Approach….
Study Study
Current Current
ApplicationApplication
Study Study
Current Current
ApplicationApplication
User User
Awareness Awareness
TrainingTraining
User User
Awareness Awareness
TrainingTraining
Artifact Artifact
migration / migration /
Conversion Conversion
Artifact Artifact
migration / migration /
Conversion Conversion
Build Build
ApplicationApplication
Build Build
ApplicationApplication
Application Application
TestingTesting
Application Application
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
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
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
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
Time to Migrate ….System 11
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
Our Approach….Our Approach….
Study Study
Current Current
ApplicationApplication
Study Study
Current Current
ApplicationApplication
User User
Awareness Awareness
TrainingTraining
User User
Awareness Awareness
TrainingTraining
Artifact Artifact
migration / migration /
Conversion Conversion
Artifact Artifact
migration / migration /
Conversion Conversion
Build Build
ApplicationApplication
Build Build
ApplicationApplication
Application Application
TestingTesting
Application Application
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
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
Our Approach Our Approach -- Leveraging CloudLeveraging Cloud
Evaluate the Evaluate the
functionality of functionality of
the new Versionthe new Version
Evaluate the Evaluate the
functionality of functionality of
the new Versionthe new Version
Study Study
current App current App
EcosystemEcosystem
Study Study
current App current App
EcosystemEcosystem
Get an Dev Get an Dev
environment environment
setupsetup
Get an Dev Get an Dev
environment environment
setupsetup
User User
awareness awareness
TrainingTraining
User User
awareness awareness
TrainingTraining
Artifact Artifact
Migration / Migration /
conversionconversion
Artifact Artifact
Migration / Migration /
conversionconversion
Build Build
ApplicationApplication
Build Build
ApplicationApplication
Create Test Create Test
Environment Environment
in cloudin cloud
Create Test Create Test
Environment Environment
in cloudin cloud
Application Application
TestingTesting
Application Application
TestingTesting
Create Create
Production Production
EnvironmentEnvironment
Create Create
Production Production
EnvironmentEnvironment
DeployDeployDeployDeploy
Support Support
DeskDesk
Support Support
DeskDesk
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
Cloud Computing Cloud Computing -- ExplainedExplained
3 Principals of cloud based services:
– Buy consumption units
– dynamically assign and scale computing
– pay as per usage.
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
Our Approach Our Approach -- Leveraging CloudLeveraging Cloud
Evaluate the Evaluate the
functionality of functionality of
the new Versionthe new Version
Evaluate the Evaluate the
functionality of functionality of
the new Versionthe new Version
Study Study
current App current App
EcosystemEcosystem
Study Study
current App current App
EcosystemEcosystem
Get an Dev Get an Dev
environment environment
setupsetup
Get an Dev Get an Dev
environment environment
setupsetup
User User
awareness awareness
TrainingTraining
User User
awareness awareness
TrainingTraining
Artifact Artifact
Migration / Migration /
conversionconversion
Artifact Artifact
Migration / Migration /
conversionconversion
Build Build
ApplicationApplication
Build Build
ApplicationApplication
Create Test Create Test
Environment Environment
in cloudin cloud
Create Test Create Test
Environment Environment
in cloudin cloud
Application Application
TestingTesting
Application Application
TestingTesting
Create Create
Production Production
EnvironmentEnvironment
Create Create
Production Production
EnvironmentEnvironment
DeployDeployDeployDeploy
Support Support
DeskDesk
Support Support
DeskDesk
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
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
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
www.tspl.com
Do you want to try
Cloud based System 11.1.2 ?
Send a mail to
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
Questions?
© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010© © © © Thirdware Solution Ltd. 2010Thirdware Solution Ltd. 2010
Thank You
www.tspl.com
What’s New
Oracle EPM System 11.1.2
Prashanth [email protected]
Atul [email protected]