JM1
Slide 1
JM1
Josie Manzano, 10/28/2020
5-Time EPM and Analytics Partner of the Year
Award Winning
• 2019 Oracle Analytics Partner of the Year
• 2019 Oracle Global and North America Partner of the Year
• 5-Time Winner of Oracle's BI & EPM Partner of the Year
• 9-Time Inc. 5000 Fastest Growing Company
Key Partnerships
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Oracle Cloud Excellence Implementer
Oracle Platinum Partner
Oracle Cloud Select Partner
Recognized Experts
• 6 Oracle ACE Directors & ACEs
• 10+ Best selling books on Hyperion,
Essbase, and Oracle BI, and EPM Cloud
Full Service
• Strategy
• Consulting
• Staffing
• Infrastructure
• Cloud
• Training
• Press
• Support
Most Experienced
• 150+ EPM Cloud specializations
• Multiple Cloud firsts, including:
• 1st EssCS Implementation
• 1st EPBCS Implementation
• 1st FCCS Implementation
Disclaimer
• These slides represent the work and opinions of the presenter and do
not constitute official positions of Oracle or any other organization.
• This material has not been peer reviewed and is presented here with
the permission of the presenter.
• This material should not be reproduced without the written permission
of interRel Consulting.
Why Should I Listen for the Next Hour?
• Understand what is Oracle Planning Cloud so that you can make good
decisions about your roadmap and future
• Learn about the different options to migrate your Hyperion Planning
application to the cloud
• Understand what steps you can do now to help prepare for a successful
migration
Planning Cloud
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Centralized planning and forecasting solution
Shorten planning cycles, supports all forecasting methods
Improve plan & forecast accuracy
Planning in Excel supported, too!
Predictive planning
Approvals and dynamic workflow
“What if” modeling and sandboxes
Fast calculation engine (Essbase)
Powerful reporting and analysis
Threaded commentary
Supports dashboarding, reporting, and ad hoc
Role-based navigation flows
Fast and easy to deploy
Highly scalable
Drill through
Planning Cloud Features & Functions
• All of the On-prem Hyperon Planning features + a lot
more
• What’s available in the Cloud that is not available in
on-prem:
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Simplified user interface
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Navigation flows
Infolets & improved dashboarding
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Valid intersections
Autosave
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Sandboxing
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Attribute dimension support
End user enhancements
App design enhancements
Admin enhancements
Rolling forecast
Smart push
Jobs, EPM Automate
Data Management
Free Form Planning
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Dashboards in Smart View
Planning Cloud Modules
Enhancements for ASO Plan
types (calculation functions,
performance)
Connectors to EPM, Financials, &
HCM Cloud
Easier app backup & migration
Detailed activity reports
Groovy
Hybrid
IPM – Auto Predict
Coming soon:
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Task Manager
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SDM
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Modern Dim Editor
AT WHAT STAGE OF CLOUD ADOPTION IS YOUR COMPANY?
Decision Tree
Consider Cloud
YES
Old servers?
NO
YES
Limited IT support?
NO
Need a brand new solution
that you don’t currently own?
YES
Upgrade or Cloud
NO
Version prior 11.1.2.4 or
earlier?
YES
NO
Compatibility Issues?
YES
Migration Decisions
You’ve decided to go to the Cloud…
Lift &
Shift?
Redesign
/ Rebuild?
Need to get to the
Cloud fast
“old” app design
Recent App Design
Rebuild within new
Cloud Modules
No OTB Modules
Redesign to take
advantage of new
features
Take Stock of Current Applications
How many applications and plan types / cubes?
Current OTB cubes (Workforce, Capital, PFP)?
Opportunity to consolidate/enhance applications?
ASO Reporting cubes?
System Substitution Variables?
Data integrations – sources and targets?
Existing Artifacts (Planning and Essbase)?
Things to Know
• Planning Considerations:
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Must convert EPMA to Classic
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OTB modules do not migrate (Workforce, Capital, PFP)
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LCM Migration only with On-prem Planning Release 11.1.2.3+, 11.1.2.4+
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Personal Pages and Workspace Pages (including Home Page) not supported
• Shared Services Considerations:
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Users are managed through Oracle Cloud My Services (Identity Domain
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Migration of Shared Services custom roles not supported
Administrator Role)
Things to Know
• Essbase objects not supported:
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Global substitution variables
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Native Essbase objects (Load Rules, Calc Scripts, Maxl, Report Scripts, LROs, etc)
• Load Rules > Data Management
• Calc Scripts > Business Rules
• MaxL > Jobs and EPM Automate
• Report Scripts > SUI Export and/or Data Management
• LROs > won’t migrate over but Planning has a feature like LROs but way better
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• Partition definition for Essbase cubes > Data Maps or Data Management
Essbase environment settings (Cache, buffer, etc)
• Don’t need to worry about in the Cloud
Things to Know
• Native Essbase Reporting applications
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Migrate over separately as custom Planning applications or free form applications
• Reporting and Analysis objects that will not migrate
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Annotations and Batch Jobs
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Saved preferences including General Preferences
Which Application/Business Process to Migrate First?
• Good candidates for first Planning Cloud Migration
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Custom Planning Cloud application
New business unit or segment in 1-2 of the Planning Cloud Frameworks
New planning process for Workforce or Projects or Capex with Planning
Cloud
Migrate / rebuild “income statement” planning in Planning Cloud Financials
Small to medium user base (vs. large user base)
Few data integrations / automations
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• Generally not recommended
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Migrating everything at once
Implementing all of the frameworks at the same time
Migration of OTB module logic
Migration Prep for Lift & Shift
First Things First
• Convert EPMA to Classic
̶ Toggle switch to convert to Classic
̶ Switch to using Outline Load Utility for dimension maintenance
• Convert Global Substitution Variables
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Use EAS to update “All Apps” to a specific application
Convert Calc Scripts to Business Rules
• Convert calc scripts to Calc Manager
̶ Copy and paste each .csc into a rule
̶ If a large number of calc scripts, consider using features like variables
and run time prompts to reduce scripts
• You could also create rules in the Planning Cloud after app
creation
Plan and Design for Data Integrations –
Data Imports to Planning Cloud
• FDMEE
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Able to update integrations to new Planning Cloud target
Consider moving to Data Management
• Document Essbase data load rules
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Rules definition (columns layout, mappings, prefixes, etc.)
SQL in SQL load rules
• Planning Load Utility
Plan and Design for Data Integrations - Data Exports from
Planning Cloud
• Data Management likely will be the primary way
• Simplified user interface export (Actions > Export Data)
• DATAEXPORT > Convert calc script to Calc Manager business rule
• CDF (Groovy, MDXExport, etc) > Convert to Groovy
• Report Scripts > SUI export
• Planning Export Utility
Document Automation
• Document each of your automation scripts and purpose
• These will need to be rewritten with EPMAutomate scripting
• Examples:
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Export/backups becomes downloadfile "Artifact Snapshot“ command
Import data maxl command becomes RunDataRule command
Migrating On-Premises
Applications to EPM Cloud
Migrate (Lift and Shift)
Cloud application will mirror current
application
Then!
Take advantage of Cloud features
(navigation flows, dashboards, etc)
Prepare – LCM Migration Checklist
Export artifacts from your On-Premise Hyperion Planning application using LCM, below is a checklist
• Shared Services (Native Directory)
̶ Groups
̶ Users
TIP: Export Shared Services Security
separately, so it can be utilized across
multiple cloud applications
• Calculation Manager (Planning Application)
̶ Formulas
̶ Rules
̶ Scripts
̶ RuleSets
̶ Templates
• Reporting and Analysis (Repository Objects)
̶ All Financial Reporting objects
̶ Third-party content
̶ In the HRInternalFolder
• DataSources
• UserPOV objects for users who will be
migrated to Cloud
Prepare – LCM Migration Checklist
Export artifacts from your On-Premise Hyperion Planning application using LCM, below is a checklist
• Planning – Configuration
̶ All Objects
̶ OPTIONAL: exclude User Preferences
• Planning – Global Artifacts
̶ All Objects
• Planning – Plan Type
̶ Standard Dimensions
̶ Attribute Dimensions
̶ Calculation Manager Rules
̶ Data Forms
̶ Substitution Variables
• Planning – Relational Data
̶ Account Annotations
̶ Supporting Details
̶ Planning Units
̶ Cell Texts
̶ Text Values
• Planning – Security
̶ Access Groups
On-Premise App: Export through LCM
• Export Artifacts from Shared Services
• Download the zip files (SS Security and
Planning Applications)
• You can also LCM specific artifacts
Right-click and
select ‘Download’
Update Groups and Users
• Unzip Shared Services export
• Update the Groups.csv artifact file to include only those
relevant to your application
• Create a Users report identifying assigned roles and export it
to Users.csv
Optionally Update the Exported Application
• Unzip the files and then edit the appropriate files using a text editor
like Notepad++
Edit Application Files in Notepad++
TIP: Click and drag to Notepad ++
the unzipped folder containing all
of the files
This allows using find and replace
all in all open documents option
in Notepad++
Rename an Application, Rename a Plan Type
• When renaming application name and plan type name, find and replace the
following in all of the files in the zip
̶ Use “Replace in all Open Documents” option
• If application and plan type names are unique (no dim names or other) – you can
do a “Global find and replace”
• Some of the parameters that must be updated:
̶ application=“MyPlan"
̶ filePath="/HP-MyPlan"
̶ <Application>MyPlan
̶ name=“MyPlan"
Don’t forget to rename the Plan Type folder
And the data
• Rename the data file to match the plan type name
Zip the Modified Artifacts
• Zip up the files and directories with the modified artifacts
• Be sure to include all directories and the xml files (the highest directory
level when you extracted files from the LCM)
Import into Planning Cloud
• Log into Planning
• If Needed, select
Planning as the
Product
• Select Migrate
• Select Snapshots
• Upload LCM files
• Use EPMAutomate
to upload large LCM
files to inbox/outbox
Import into Planning Cloud
• Once the zip files are uploaded,
import the artifacts in the
following order:
̶ Shared Services (Groups
only)
̶ Planning
̶ Calculation Manager
̶ Reporting and Analysis
• Address any errors reported on
the migration status report
• Log out and log back in
Complete Build of Remaining Items
(not available in on-prem)
• Metadata Integrations
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Setup dimension maintenance processes using Data Management or SUI
• Data integrations
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Convert load rules to Data Management rules.
Use Data Maps to move data between cubes
• Automation
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Convert batch batch/maxl commands to EPM Automate
• Security
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Add users via Oracle My Cloud services
Assign users to groups
Add Users
 Log into Oracle Cloud “My Services” to add users
 To add users, you can click on “Add”, or Import a csv file with the
following format
(you can import the Users.csv file you created as source of information for this
file)
Add Users
 Assign the appropriate role to the user by clicking on ‘Manage
Roles’ (e.g. planning-test Planner) or upload Role assignments file
through the My Services console
(you can use the Users.csv file you created as the source of information for
this file)
Validate and Test
• Validate and Test
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Test user interface (task list, forms and reports)
Validate data
Validate security
Validate Functionality
Test EPM Automate scripts
Train and Rollout
• Train and Rollout
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Knowledge transfer to the Administrator
End-user training – New SUI!
Deploy to Production
Update maintenance windows to preferred time/time zones
When importing to a new pod, the application will be in Administrator mode, so
you need to change this to Allow Users under System Settings
Helpful Links
Migrating On-Premises Applications to EPM Cloud
https://docs.oracle.com/en/cloud/saas/enterprise-performancemanagement-common/epmss/app_migration_to_epm_cloud_heading.html
Migrating HSF to
Strategic Modeling
Migrate HSF to Strategic Modeling
• Must be on version 11.1.2.4.002 (may have to upgrade to that version)
• Save your models from HSF into local (.alc) files
• Enable Strategic Modeling in EPM Cloud application
Migrate HSF to Strategic Modeling
• Create models using those local files
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Migrate model using Browser
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Migrate model using Smart View
• Build Consolidation
Helpful Links
Migrate Strategic Finance to Strategic Modeling
https://docs.oracle.com/en/cloud/saas/enterprise-performancemanagementcommon/epmss/migrate_onprem_to_cloud_hsf_to_fin_mod_heading.html
Summary
• Take stock of your current application
• Decide what EPM Cloud subscription meets your needs
• Decide what type of migration will optimize your benefits
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Lift and Shift
Redesign and rebuild to leverage the prebuilt modules or to build the
improved custom application that leverages the new cloud features
• Take time to prepare for the migration
Q&A
Enabling Modules in Planning
Cloud
Build/Migrate
• Option1
̶ Create new application
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Migrate artifacts over piece by piece
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Enable Modules (Frameworks)
• Option 2
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Create new application
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Enable Modules (Frameworks)
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Migrate artifacts over piece by piece
Considerations when enabling modules to an existing application
• Scenario prebuilt members
• Version prebuilt members
• Entity can be renamed; prebuilt members will be added to the
dimension tagged Entity
• Period and Account dimension data storage has to be set to Never
Share.
• The Year dimension name has to be Years
• Few other validations related to dimension count, alias tables, and
prebuilt members (see documentation)
Enabling Planning Cloud Modules
• Follow Migration Prep steps
• Create LCMs – Excluding Planning >> Configuration >> Properties
• Download, unzip, modify files, and re-zip if needed
Enabling Planning Cloud Modules
• Log into EPM Cloud
Enabling Planning Cloud Modules
Enabling Planning Cloud Modules
Enabling Planning Cloud Modules
Enabling Planning Cloud Modules
Enable Modules
• Select features as needed
• OPTIONAL: Add custom dimensions
• NOTE: Custom dimensions can be enabled in multiple modules
Dimension Tagged “Account” will have prebuilt members added
Dimension Tagged “Entity” will have prebuilt members added
• Members that were added prior to enabling the module are directly under the
Dimension member
Dimension Tagged “Entity” will have prebuilt members added
• Members moved under OEP_Total Entity
New Members Added to Scenario; Likely “duplicates”
• Scenario members created
as part of Workforce
framework
• The new members are
duplicates of the custom
members previously added
• Data needs to be moved to
the “OEP_” members
• The custom members can
then be deleted
New Members Added to Version; Likely “duplicates”
• Version members created as
part of Workforce framework
• Similar to Scenarios, new
members may be duplicates of
the custom members previously
added
• The Final member is unique,
frameworks do not utilize a final
version
• Data needs to be moved to the
OEP members for the Working
member, the custom member
can then be deleted
Other
• Dimensions added to the application prior to enabling modules can be
included or ignored in the modules
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When adding custom dimension during module enabling, select the existing
dimension to map
Members added prior to enabling modules will need to be moved into the
hierarchy created
• New dimensions can be added during the module enabling process,
these would be available to the module only
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These dimensions can be enabled for non-module cubes in the future
Doing so will affect forms and rules
Import Remaining Artifacts
• Tools >> Migration >>Snapshots
• Import:
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Shared Services (Groups only)
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Planning (User/Substitution
Variables, Forms, etc)
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Calculation Manager
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Reporting and Analysis
• Address any errors reported on
the migration status report
APPENDIX
EPM Cloud Standard vs. Enterprise
Business Processes
EPM Cloud Standard
EPM Cloud Enterprise
Planning
Planning & Budgeting
Packaged modules: Workforce,
Capital, Financial Project Planning
Scenario Modeling
1 Custom Hybrid BSO & 1 Custom
ASO
+ Advanced Customization and modeling
(Groovy)
Intelligent Performance Management
Intelligent Process Automation
Free Form Planning
Financial Consolidation & Close
Financial Consolidation
Task Management
+ Advanced consolidation (on-demand
business rules, custom calculations)
Intelligent Performance Management
Intelligent Process Automation
Narrative Reporting
Narrative Reporting
+ XBRL Reporting
Account Reconciliation
Account Reconciliation
+ Transaction Matching
Tax Reporting
Not available
Tax Reporting
Profitability
Not available
Profitability and Cost Management
Enterprise Data Management
Not available
Enterprise Data Management with 5,000
records limit
EPM Planning Cloud Standard vs. Enterprise
Standard Planning Cloud
Enterprise Planning Cloud
Planning & Budgeting
Packaged modules/frameworks: Workforce, Capital,
Financial Project Planning
Scenario Modeling
Everything in EPM Cloud Standard +
1 Application option at app creation time: Module
Based “lite”
3 Application options at app creation time: Custom,
Module Based, Free Form
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5 seeded hybrid BSO cubes & 1 seeded ASO
cubes (modules)
1 free unseeded hybrid BSO cube and 1 free
(unseeded) ASO cube
All BSO cubes deployed in hybrid
Max 8 cubes
Advanced Customization and modeling (Groovy)
Intelligent Performance Management
Intelligent Process Automation
Free Form Planning
Custom: 6 hybrid BSO, 6 ASO
Module-based:
(sort of like the “old” EPBCS with fewer free cubes)
5 seeded hybrid BSO cubes & 1 seeded ASO cubes
(modules)
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3 free unseeded hybrid BSO cubes and 4 free
(unseeded) ASO cubes
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Max 13 cubes per URL
Free form: 1 cube (choice hybrid BSO or ASO)
Additional Business Processes (aka
applications/URLs) for a nominal, flat, monthly fee
As many Business Processes (aka applications/URLs) as
you want
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Migrating to Free Form
Create Using .OTL File
Download .OTL file from EAS
Migrating to Free Form Application
• Log into EPM Cloud
Migrating to Free Form Application
Create Using .OTL File
Create Using .OTL File
Create Using .OTL File
Create Using .OTL File
Create Using .LCM
Good if application contains calc scripts and/or substitution variables
• Create LCM from Shared Services
• Download the zip file
Migrating to Free Form Application
• Log into EPM Cloud
Migrating to Free Form Application
Create Using .LCM
Create Using .LCM
Create Using .LCM
Create Using .OTL File
Create Using .LCM