Architecture and Internals of Oracle EPM

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Architecture and Internals of Oracle EPM
Eric Helmer
VP IT, cloud hosting, and managed services
ADI Strategies
http://www.erichelmer.com
http://erichelmer.wordpress.com
© 2014 Eric Helmer Agenda ü Evolu2on ü Architecture ü Component Breakdown ü Update on 11.1.2.3 ü Update on 11.1.2.4 © 2014 Eric Helmer Evolu&on © 2014 Eric Helmer Pre-System 9
Separate, Best of Breed ü  Individual Separate Products Analyzer Hyperion Reports ü  No real single sign-­‐on ü  Individually installed ü  No common look and feel or portal © 2014 Eric Helmer User Financial Management Planning Essbase System 9 and 11
Enterprise Class ü 
Integrated enterprise ü 
Complex architecture ü 
Seamless to end user ü 
Single sign-­‐on ü 
Same look and feel © 2014 Eric Helmer User Workspace Founda2on Web Analysis Reports Financial Management Planning Modern Challenges
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Mixed Operating Systems, virtualized environments
Outsourced IT departments
Helpdesk integration, ticket systems, support
3rd party hosting companies
Global implementations
Formal design review
System monitoring
High availability/load balancing
Disaster recovery
Vulnerability testing, port scanning
SSL/HTTPS
Change Management ,versioning systems
Firewalls
Automation and scheduling software
OBIEE integration
ü  Engineered Systems
© 2014 Eric Helmer Fusion Middleware
ü  Standard J2EE Java Environment ü  Applica2on Development Framework and Tools ü  Business Process Design and Management ü  Enterprise Portal and Collabora2ve Workplace ü  Iden2ty Management and Security ü  Enterprise Systems and Service Management ü  Mobile/Wireless ü  GRID infrastructure © 2014 Eric Helmer Version History
11.1.1 -­‐ 2008 11.1.2.0 -­‐ 2010 11.1.2.1 -­‐ 2010 11.1.2.2 -­‐ 2012 ü  Most products are 32-­‐bit ü  Windows Server 2003 SP1 and SP2 (32-­‐bit or 64-­‐bit) ü  IE 6 and 7, Office 2003 and 2007 ü  Intended for a new install, but a lot will migrate ü  No backward compa2bility ü  Full 64-­‐bit binaries ü  Windows server 2008 R1 ü  IE 7 and 8, Office 2003 and 2007 ü  Upgrade path and backward compa2bility ü  9.2.1, 9.3.3, 11.1.1.3 & 11.1.2 ü  Windows server 2008 R2 ü  Office 2010 ü  No FR Print Server ü  Calc Manager replaces HBR ü  Office 2010 64-­‐bit ü  FireFox 10.x and IE9 ü  Standalone client installers ü  © 2014 Eric Helmer Architecture © 2014 Eric Helmer EPM Tier Architecture
Client Tier Windows Desktop Clients Web HTML Clients Analy2c Administra2on Client Smart View for Office Hyperion Reports Desktop Internet Explorer Java End User Layer Applica2ons Tier Services Web App Server Financial Repor2ng Services Analy2c Administra2on Interac2ve Repor2ng Core Services Shared Services Analy2c Administra2on Web Analysis Workspace IT Managed Layer Smart View Provider DBA Managed Layer Database Tier Applica2on Data HSS RDBMS Hyperion Essbase © 2014 Eric Helmer HBI HAAS Repositories Client Tier MicrosoM Explorer MicrosoM Office Firefox BI Authorizing Clients Essbase Studio HFM/FDM Desktop Applica2on Layer Web Layer Financial Repor&ng Web Web Analysis EPMA Web AppServer Layer HTTP Server (IIS, Apache) Workspace Financial Repor&ng Services Interac&ve Repor&ng Produc&on Repor&ng Planning Calc Manager HFM/ FDM Web Essbase Provider Services HFM/ FDM DCOM Server EPMA Svc Manager Essbase Admin Services Essbase Studio Server Shared Services Database Layer Essbase © 2014 Eric Helmer Oracle Data Integrator Source System Data Warehouse Hyperion Product Rela2onal Database Enterprise IT design
ü  Enterprise Class IT design, best prac2ces, scalability, availability ü  Shib from IT being simply necessary to being a compe&&ve advantage and part of the strategic vision and business direc&on ü  Assess: Performance, Availability, Reliability, Scalability ü  Virtual vs. Physical ü  Helpdesk Integra2on ü  In house vs. hos2ng ü  Automated monitoring ü  Scalability ü  Maintainability ü  Backup/recovery ü  Security / SSL / HTTPS ü  High availability ü  Disaster recovery ü  Disks/Storage/SANs ü  Unix vs. Windows © 2014 Eric Helmer Component Breakdown © 2014 Eric Helmer Reporting and Analysis
ü  CORE WORKSPACE SERVICES Session management J2EE Web Applica&on Server Financial Repor2ng Web 8200 ü  WEB COMPONENTS Web Analysis 16000 FR Web (Port 8200) Workspace CORE Services Web Analysis (Port 16000) ü  ONE REPOSITORY Workspace Financial Repor2ng Web Analysis © 2014 Eric Helmer Financial Repor&ng •  R&A Framework Interac&ve Repor&ng Produc&on Repor&ng Planning
ü  Each Planning applica2on Planning data source ü  Each Data source PlanApp1 J2EE Web App Server ü  Plan Type1 Planning Planning Web Web ü  Plan Type2 8300 8300 ü  Plan Type3 Data Source 1 Data Source 2 Essbase Server Rela2ons PlanApp2 ü  Plan Type1 ü  WorkForce ü  CapEx Rela2onal DB Essbase Applica2on. ü  Each plan type A separate Essbase database. ü  Planning security Pushed to Essbase. © 2014 Eric Helmer PlanApp 1 PlanApp1 Essbase Applica&on ü  Plan Type1DB ü  Plan Type2 DB ü  Plan Type3 DB PlanApp 2 PlanApp 1 PlanApp2 Essbase Applica&on ü  Plan Type1DB ü  WorkForce DB ü  CapEx DB PlanApp 2 PlanApp1 DB/Schema PlanApp2 DB/Schema HFM / FDM
ü  Clients connect either by WEB or
desktop clients
ü  The data tier contains the relational
database and all Hyperion Financial
Management data and metadata.
ü  Data sources defined by UDL files
ü  HFM ADM Driver needed on all
components that will directly access the
HFM/FDM server, (ie – FR)
ü  Newer Versions now Weblogic Based
© 2014 Eric Helmer MicrosoM IIS HFM Console HFM Web Site .NET FDM Workbench FDM Web Site .NET ADM Driver DCOM HFM DCOM HFM COM Server COM Server UDL File Rela&onal Database HFM FDM New: FDMEE
■  Combination of FDM, ERPi, and ODI
■  Manages Metadata and Data to/from Hyperion
applications
© 2014 Eric Helmer FDMEE Architecture
© 2014 Eric Helmer Smart View
Provider Services
Client Tier Smart View client ü  Requires a MS Plug-in
(installable from Workspace)
ü  Uses HTTP(s)
HTTP(s) J2EE Server Provider Services
Data Tier HFM © 2014 Eric Helmer HSF Essbase Planning OBIEE Oracle Data Integrator
Load Data between DW
and source systems:
ü  Extract
ü  Transform
ü  Load
© 2014 Eric Helmer Essbase
Client Tier Essbase Server Clients Middle Tier Services ü  Smart View ü  Spreadsheet Add-­‐in ü  Smart Search ü  Administra2on Services ü  MaxL ü  XMLA ü  C API or VB API Applica2ons ü  Oracle Business Intelligence Enterprise Edi2on Plus ü  Partner Tools TCP/IP or HTTP Essbase Administra2on Services Console (Java Client) HTTP Essbase Studio / Integra2on Services Console (Windows Client) TCP/IP Hyperion Provider Services Essbase Administra2on Services TCP/IP Essbase Studio / Essbase Integra2on Services OCBC / JDBC Driver © 2014 Eric Helmer Metadata Catalog OCBC / JDBC Driver RDBMS Source Database Tier Essbase Servers Lifecycle Management
o  Don’t need to use it
o  Has a command line utility –
good for automation
o  XML Based
o  Must export/Import when using
different Shared Services
o  Every application has it’s
nuances, not consistent.
© 2014 Eric Helmer Start and Stop Order
Scrip&ng and Automa&on o  No start/stop script is provided
out of the box
o  Check out my blog on how to
automate this
o  Start/stopping services is not
trivial. Start processes in order
of foundation, allow plenty of
time for each to come up.
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Essbase server
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EAS, EIS, APS
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The rest of BI
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FR services
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Web Analysis
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8. 
© 2014 Eric Helmer Database
Shared Services
Workspace services (Core)
EPMA
Essbase related services
The rest of the products
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Panning and RMI
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HFM/FDM
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DRM
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Strat Fi
OBIEE
Oracle Enterprise Manager Control
ü  Monitor servers ü  Analyze Performance © 2014 Eric Helmer Log Analysis Tool
© 2014 Eric Helmer Update on 11.1.2.3 © 2014 Eric Helmer 11.1.2.3 Notable Highlights
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Consolidated Logging tool Planning can use ASO TAX Provision FDM “Enterprise Edi2on” : FDM + ERPi, packaged one product ▪  FDM terminal version is 11.1.2.3 FDMEE required 11.1.2.4 ▪  New customers must licenses FDMEE Enhancements: ▪  Planning, PFP, WFP, CapEx -­‐ more in smar2vew, beker logging ▪  HFM ARM, FCM, Disclosure, TAX, OFMA Extensions ▪  DRM: Governance ▪  HPCM: Smartview integra2on and Exaly2cs support Smartview to HPCM, OBIEE Mobile Support Cloud The IT Side: http://erichelmer.wordpress.com
© 2014 Eric Helmer 11.1.2.3.500 Patch
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Significant Bug Fixes across all products
Significant ADF improvements and integration
Planning performance (Oracle Claims 98% improvement)
Mobile Phone and Tablet app (Planning, HFM, Tax)
■  New Certifications
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Oracle Database 12c
Windows 8
Internet Explorer 10 (not supported for non ADF modes)
Firefox 24 ESR (FF17 off support)
release.
Microsoft Office 2013
▪  Microsoft Hyper V
© 2014 Eric Helmer Update on 11.1.2.4 © 2014 Eric Helmer 11.1.2.4
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Merge PBCS cloud code set with on-premise
Focus on Mobile, new simplified interface
Extreme performance encasements to look and feel, scrolling, tabbing, especially
with large data sets
Better automation routines
Key administrative capabilities, security controls, toggling features
HFM on Unix / Exalytics
New FDMEE module: Supplemental Data manager
New module: Tax Governance
FCM new module: Journal Entry Manager
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New features
▪  Planning sandboxing
▪  FDMEE Conversion utility
▪  Better Annotations – text formatting
For more information: http://erichelmer.wordpress.com
© 2014 Eric Helmer New Interface
© 2014 Eric Helmer New EPM Mobile App
© 2014 Eric Helmer Deployment and Upgrade © 2014 Eric Helmer Standard Deployment Internet Browser, Smart View EPM Clients (FR Studio,EAS) Browser, Smart View hkps SSL Off-­‐loader & Load-­‐balancing Router Firewall DMZ Public Zone (Web Tier) hkp Firewall DMZ Secure Zone (Accelera2on Tier) Repor2ng Planning HFM Server FDM Server Founda2on Essbase Server Planning Domain: Consolida2on Domain: © 2014 Eric Helmer HFM Database Firewall ( Data Tier) Compact Deployment
© 2014 Eric Helmer IT Maturity Levels
Process Con&nuum 4 1 simple 2 repeatable ü  Roles and responsibili2es formally assigned ü  Loosely defined roles and responsibili2es ü  Processes follow a regular repeatable pakern ü  Processes are irregular, undefined, and used reac2vely ü  Follow DEV-­‐>TEST-­‐
>PROD change control ü  Small non-­‐cri2cal footprint ü  Data stored in separate loca2ons ü  •No internal resources allocated formal IT © to 2014 Eric Helmer administra2on ü  Tested backup/
recovery procedures 3 defined ü  Clearly defined and agreed roles and responsibili2es ü  Formal training plan and schedule ü  IT / Finance partnership ü  Ticke2ng system ü  Clear service levels defined managed 5 op&mized ü  Best prac2ces are followed and automated ü  Global opera2ons ü  Inter-­‐ and intra-­‐process teamwork ü  High availability and clustering ü  Incen2ves 2ed to SLA ü  Well-­‐documented tool architecture with complete integra2on of people, process, and technology ü  Formal IT Service desk – availability is monitored, measured and controlled ü  Disaster Recovery processes in place ü  Con2nuous improvement culture ü  Automa2on of administra2on – backups, start/stop, log rota2on, applica2on exports ü  Automated migra2ons, release schedules ü  Quality and performance tes2ng part of promo2on to produc2on, peer review ü  Mature documenta2on and knowledge base ü  Follow-­‐the-­‐sun global level one helpdesk ü  Yearly disaster recovery scenario tes2ng ü  Capacity planning, scalability planning, release management. identify. implement.
Eric Helmer
http://www.erichelmer.com
http://erichelmer.wordpress.com
[email protected]
@erichelmer
© 2014 Eric Helmer 
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