Powering I.T. Empowering Business.

Streamlining the Migration Process with Accelatis

Jonathan Berry

President & CEO jberry@accelatis.com

203.331.2267

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

Agenda

– Accelatis Intro

– Migrations

• Our Role

• How We Can Help

• Example Validation Report

• Controls Going Forward

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

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Who are We?

Jonathan Berry

Founder / CEO

Hyperion Solutions: HFM Development Team – 1998

Oracle: Director of Engineering HFM / FDM – 2008

Accelatis: Founded in 2008

Rob Poirier

Director of Client Services

20

Years of Hyperion / EPM Experience

Development and

Support Team

80

Years of Combined Hyperion Experience

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

3

Our Focused Mission

Provide you the needed insight & control into Oracle EPM / Hyperion to efficiently & consistently manage your system to deliver maximum user benefit….

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

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Our Solution

Support

Streamline

Process

Optimize

Eliminate

Bottlenecks

Manage

All Moving

Parts

Enterprise

Systems

Monitor

Across All

Environments

Resolve

More Quickly

1. Empower Business

Users & IT

2. Broad Approach to

APM

3. Deep Look into

Underlying Systems

Simulate

User experience

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

5

Upgrades and New Applications

Mitigate project risks ( “red” ) o Lack of continuous executive support – Dashboards and KPI’s provide early communication of issues, change and progress to executives o Poor communication/management of issues and resources Change/audit trail of key artifacts, accountability, streamlined communications through “root-cause analysis” o Complex data tie out Accelatis highlights metadata changes

Meet deadlines and reduce project costs o Optimize performance o Fact based decisions o Prevent and manage issues o Accountability – “root-cause analysis” o Efficient deployment of consulting and internal resources (stress testing) o Reduce high-effort project work and re-work (optimization, stress testing)

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

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Best Practices

Migration

Preparation

Installation on

New Hardware Configuration

Application

Migration

User

Validation Rollout

Capture User

Activity

Performance

Baseline existing environment

Capture Server and Tuning

Settings

Validate New

Installation

Validate New

Configuration

Performance

Testing

Complete

Environment

Comparison

Controls

Going

Forward

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Capture Activity

Capture actual User Activity in existing environment

SLAs Activity Reports

Activity Analysis Simulation Replay Dashboards and

Performance Graphs

User Activity Transactional

Database

Real-time User

Activity Capture

Simulated Activity

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

Data ported from existing activity logs

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Capture Server and Tuning Settings

• Server Settings

• Operating System Settings

• File Versions

• Product Tuning Settings

• Application Settings

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Validate New Installation

• Confirm grouped servers are in sync

• Validate settings in recommended ranges

Foundation_1 Foundation_2

HFM_1 HFM_2 HFM_3 Essbase_1 Essbase_2

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10

Performance Testing

Automated baseline testing of every artifact in the system o Financial Reports o Planning Forms o Planning Business Rules o HFM Forms o Smartview Forms, Formula Sheets o Consolidations o Etc…

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

11

Performance Testing (cont)

One size does not fit all

Performance testing is often thought of as a one-time occurrence to stress a

Hyperion environment or worse, a box to check just ‘because’.

However

There are many types of performance testing and they can be extremely beneficial if incorporated into a company’s SDLC process (especially during a migration)

1.

Baseline

2.

Stress

3.

Concurrency

4.

Longevity

5.

Regression

6.

Integrated Health Check

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

12

Baseline Testing

Purpose:

Establish single value performance benchmarks for key activities and documents

Technique:

Simulate user activities and document performance in a single-user controlled environment

Frequency:

• New Environments

• After major applications or infrastructure changes

Deliverables:

Snapshot of single value performance of each benchmark activity

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

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Stress Testing

Purpose:

Determine capacity of an environment

Technique:

• Simulate user activity by ramping user count over time

• Monitor response time and performance KPIs to determine inflection point

• Tests can be single activity as well as mixed activity

Frequency:

• New environments

• After major application or infrastructure changes

• After major software upgrades

Deliverables:

Concurrency thresholds for various activity and associated performance KPI data

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

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Concurrency Testing

Purpose:

Determine performance profile with multi-user activities without stressing the system. Detect performance degradation not noticeable with single user test.

Technique:

• Set concurrency level so that performance and KPIs stabilize

• Test duration need not be longer than stabilization period

Frequency:

• After major application or infrastructure changes.

• Weekly or better if automated.

Deliverables:

Response time data at various concurrency levels

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

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Longevity Testing

Purpose:

• Variation of the Concurrency test.

• Determine if any memory leak or timing issues exist that will only present themselves over time.

Technique:

• Set concurrency level so that performance and KPIs stabilize

• Monitor KPIs that can detect longer term issues (memory, log file sizes, handles, resources)

• Allow to run in controlled or uncontrolled environment for extended duration (24 hrs, 72 hrs, 120 hrs)

Frequency:

In new environments and after software upgrades

Deliverables:

Performance KPI trend data

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

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Regression Testing

Purpose:

• Extension of the Baseline Test.

• Quickly validate if changes to the applications or infrastructure have any net effect on performance.

Technique:

• Define set of benchmark activities and documents

• Execute test on regular frequency with same conditions (ex: every night at 12:00am)

• Compare regression results with historical data to detect trends

Frequency:

Nightly or weekly. Should be fully automated and scheduled so ‘cost’ is low.

Deliverables:

• Fixed set of performance data for each run

• Performance trend graphs

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

17

Integrated Health Checks

Purpose:

• Enable real-time feedback of performance anomalies from local and remote locations

• Establish performance expectations from various sites

Technique:

• Execute benchmark simulations from remote locations and save results centrally

• If possible, also collect network data (PING, TraceRT)

Frequency:

Run in the background every 10-15 minutes

Deliverables:

Real-time alerts based on defined performance thresholds

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

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Day in the Life Replay

Replay previous user activity in new environment

User Activity

Transactional

Database

Accelatis

Simulator

Simulate

Activity in

New

Environment

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Source

Activity

Apply

Filter

Apply

Map

Amplify

Compress

Distribute

0min

Replay Illustrated

Many possible transformations along the way

10min 20min 30min 40min 50min 60min 70min 80min

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Complete Environment Compare

• Server Settings

• Application Settings

• Product Tuning Settings

• Files (when applicable)

• Artifact existence

• Artifact performance

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40

30

20

10

0

70

60

50

Relative Cost in $USDx1000

Manually

W/ Toolset

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

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4

3

2

1

0

7

6

5

Relative Duration in Weeks

Manually

W/ Toolset

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

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Controls Going Forward

Automated Versioned History of Configuration o Auditing of all configuration changes o Alerting on configuration changes o Alerting on problems in configuration

Automated Versioned History of Applications o Auditing of all key application elements o Alerting on application changes

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

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Upgrade/New Application Package

“We’re too busy right now…”

Too busy to reduce risk and ensure a high quality successful project?

 Start anywhere

– Accelatis adds significant value to each phase of Upgrade/New

Applications projects

 No user disruption – core installation is performed in 1 day while servers are running

Accelatis Services:

Option 1: Services handles 100% of Accelatis tasks associated with the Upgrade.

 Option 2: Self Sufficient - Standard 80 hour customer enablement

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

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Questions?

Jonathan Berry

President & CEO jberry@accelatis.com

203.331.2267

Ed DeLise

VP Sales & Marketing, Principal edelise@accelatis.com

678.296.3611

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

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