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Finit Answers Oracle EPM and Hyperion Eneterprise Support
 

Finit Answers Oracle EPM and Hyperion Eneterprise Support

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Finit Solutions has always prided itself on providing its clients with the highest level of service, whether it was during an on-going project or post-implementation support. In early 2012 we pulled ...

Finit Solutions has always prided itself on providing its clients with the highest level of service, whether it was during an on-going project or post-implementation support. In early 2012 we pulled some of our best and most experienced Hyperion Consultants off the road to start up a new group dedicated specifically to Hyperion Support. In this webinar find out about Finit’s extremely unique support offering for both Oracle EPM and Hyperion Enterprise clients. We will be offering details on:

• Hyperion Enterprise – where do we go from here? Oracle’s Premiere Level of Support ends in April 2013 – what are my options? Tune in for a full overview of the status of Hyperion Enterprise.

• Finit Answers’ unique ‘Pay As You Go’ Offering – this means no Monthly Maintenance Fees!

• Managed Services – Both Application and Technical IT Support for your Applications and Environments.

• Learn how you can have immediate access to our Experienced SME’s (Subject Matter Experts) for all your Hyperion Products.

• See a demonstration of how easy it is to sign up for and use our Virtual Hyperion Support Desk.

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    Finit Answers Oracle EPM and Hyperion Eneterprise Support Finit Answers Oracle EPM and Hyperion Eneterprise Support Presentation Transcript

    • Finit Answers: Oracle EPM and Hyperion Enterprise Support December 14, 2012 Greg Barrett gbarrett@finitsolutions.comwww.finitsolutions.com
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Finit Introduction The Finit Solutions SeriesFinit Solutions specializes in consulting services in the Oracle Hyperion EnterprisePerformance Management Solutions suite of products:Financial Close and Consolidation Planning and Business Intelligence Financial Management (HFM)  Planning Hyperion Enterprise  Core Planning Financial Close Management (FCM)  Modules (Workforce, CapEx, Disclosure Management Project Financial Planning) Account Reconciliation Module (ARM)  Essbase (ASO / BSO)Integration Reporting Tools Financial Data Quality Management (FDM)  Financial Reporting Oracle Data Integrator (ODI)  Smart View / Essbase Excel Add-In Enterprise Performance Management  OBIEE Architect (EPMA)  Financial Management Analytics Data Relationship Management (DRM) (OFMA) Other (ERPi, EIS, etc.)  Web Analysis www.finitsolutions.com -2-
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Finit Services The Finit Solutions SeriesFinit’s consulting services cover a broad range of implementationand post implementation options. Finit Solutions: Implementation Services– Full cycle implementations – Infrastructure Services – Discovery and Requirements – Data Services (historical data, GL data – Global Design integration) – Detailed Design and Build – Project / Program Management – Testing and Training – Product Upgrades – Deploy – Redesign / Enhancements www.finitsolutions.com -3-
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Finit’s Focus The Finit Solutions SeriesWe strongly believe that Service + Solutions = Maximum ValueService Our compensation model is based upon client satisfaction with consultant’s work, not how many hours they charge. Finit has no external owners and Finit partners are involved in every full- cycle implementation. Finit uses its own employees, no subcontractors.Solutions Finit consultants are Hyperion product experts who enjoy designing, building and deploying great solutions, applications and processes. Finit works closely with Oracle Hyperion development on product strategy and beta testing. www.finitsolutions.com -4-
    • Finit Answers: Oracle EPM and Hyperion Enterprise SupportFinit’s Values The Finit Solutions Series www.finitsolutions.com -5-
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Finit’s Client Service The Finit Solutions Series Our client service approach has led to 100%customer satisfaction for every Finit client (170and counting) for every Oracle Hyperion project (over 300 and counting). www.finitsolutions.com -6-
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support About the Presenter The Finit Solutions SeriesGreg Barrett (gbarrett@finitsolutions.com)• Ten years Hyperion Experience• Essbase, FDM, HFM, Hyperion Enterprise• Highly Customized Solutions• Project Manager• Partner at Finit www.finitsolutions.com -7-
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Agenda The Finit Solutions Series Overview of the End of Premiere Support (April 2013)  What Premiere Support Means (HFM / Hyperion Enterprise)  What does this mean for your company?  Options Finit Answers Introduction  Features & Benefits  Support Tiers  The world’s simplest ticketing system  Demo Q and A www.finitsolutions.com -8-
    • The Finit Solutions Series Oracle’s Application Support Policieswww.finitsolutions.com
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Oracle Support Levels - Premier The Finit Solutions SeriesPremier Support – Premier support is the most comprehensivesupport level that Oracle provides. Premier Support includes someof the following items:• Active Development by Oracle – Oracle will work to certify and create patches for versions on premier support for new third-party or Oracle products. This will also include development for product bug fixes or enhancements.• Technical Support – Oracle will assist you with technical troubleshooting.• Certification with most new third-party products/versions• Certification with most new Oracle products• Premier support runs for 5 years on a version from its general availability date (GA) www.finitsolutions.com - 10 -
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Oracle Support Levels - Extended The Finit Solutions SeriesExtended Support – Extended support lets you stay competitive,with the freedom to upgrade on your timetable.• If you take advantage of Extended Support, it provides you with an extra three years of support for specific Oracle releases for an additional fee• Major product and technical releases• Technical Support – Oracle will assist you with technical troubleshooting.• Certification with most new third-party products/versions• Certification with most new Oracle products• Extended Support may not include certification with some new third-party products/versions www.finitsolutions.com - 11 -
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Oracle Support Levels - Sustaining The Finit Solutions SeriesSustaining Support – Sustaining Support includes the followingitems:• Products on Sustaining support can receive the technical support from Oracle as long as maintenance is current. With this, Oracle will answer and address your support tickets (SR’s).• The big difference is that Oracle has halted development on the product version. This means no development for any reason (new 3rd party components, bug fixes, enhancements, etc.)• With Hyperion Enterprise, since 6.5.1.1 is the terminal release of the product, no new development will exist on the product for any reason when it moves to Sustaining support in April 2013. www.finitsolutions.com - 12 -
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Oracle Support Levels The Finit Solutions SeriesHow do these support policies affect my organization? Planning your Upgrade  Usage of third party products – Office 2010, Windows 7, etc.  EPM 11.1.2 versus 11.1.2.2 • Currently ALL 11.1.2 versions would go off of Premier Support in April 2015 • No official guidance has been given on 11.1.2.3 yet • This is an important distinction when planning your upgradeOracle’s Lifetime Support Policy can be found here: http://www.oracle.com/us/support/library/lifetime-support- applications-069216.pdf www.finitsolutions.com - 13 -
    • Finit Answers: Oracle EPM and Hyperion Enterprise SupportOracle Support Levels The Finit Solutions Series www.finitsolutions.com - 14 -
    • The Finit Solutions Series Hyperion Enterprise Statuswww.finitsolutions.com
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Hyperion Enterprise Announcement The Finit Solutions Series• Oracle released a ‘Statement of Direction’ on Hyperion Enterprise in January 2012. The announcement mentioned a few key items: • Version 6.5.1.1, released in Oct 2011, will be the last release of Hyperion Enterprise (it is the terminal release). • Starting in December 2012, Hyperion Enterprise will move to controlled availability. Starting in December 2012, sales related to Hyperion Enterprise licenses will be limited to existing customers only. • Hyperion Enterprise and Enterprise Reporting versions 6.5.1.1 and 6.5.1.0 will move from Premier Support to Sustaining Support in April 2013. Sustaining Support will continue indefinitely (as long as you are current with your Oracle support maintenance).• This announcement does not mean that Hyperion Enterprise will become ‘un- supported’ in April 2013. Hyperion Enterprise will move to Sustaining Support with no end date and you can keep running it for some time. • This is a major difference and worth noting. Hyperion Application Link (HAL) did become ‘un- supported’ in June 2010 (Sustaining Support End Date) but this is not the case with Hyperion Enterprise in that no Sustaining Support End Date exists. www.finitsolutions.com - 16 -
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Hyperion Enterprise Releases The Finit Solutions Series• Premier Support for Hyperion Enterprise and Enterprise Reporting 6.5.x (6.5.1.1 / 6.5.1.0) expires in April 2013. At this time Enterprise will go on Sustaining Support.• All versions of Hyperion Enterprise and Enterprise Reporting 6.4.x and lower (i.e. 6.3.1, etc.) are now currently on Sustaining Support. www.finitsolutions.com - 17 -
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Hyperion Enterprise 6.5.1.1 The Finit Solutions Series• Hyperion Enterprise and Enterprise Reporting version 6.5.1.1 release focused on providing new third party component support and did not release any new functionality in the product.• The following new third party component support was offered in 6.5.1.1: • Support for Retrieve and Smart View for Microsoft Office 2010 (32 bit mode only) • Support for Microsoft Server 2008 R2 operating system • Support for Microsoft Internet Explorer 8 and FireFox 3.6 for Hyperion Enterprise Web and Hyperion Enterprise Web Reporting • Windows 7 client operating system support (32 bit and 64 bit) www.finitsolutions.com - 18 -
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Hyperion Enterprise 6.5.1.1 Cont. The Finit Solutions Series• Complete third party support with version 6.5.1.1: Item Version Microsoft Server Operating - Server 2008 (sp1) System (32 bit) - Server 2003 (sp2) Microsoft Server Operating - Server 2008 (R2) System (64 bit) - Server 2008 - Server 2003 Microsoft Client Operating - Windows 7 System (32 bit or 64 bit) - Vista - XP Pro (SP3) Microsoft Excel - Office 2010 (32 bit only) - Office 2007 - Office 2003 Web Browsers (for Web) - Internet Explorer 6, 7, 8 - Firefox 2.0.0.3, 3.5.x, 3.6.x www.finitsolutions.com - 19 -
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Hyperion Enterprise 6.5.1.1 Cont. The Finit Solutions Series• Complete key Hyperion support with version 6.5.1.1: Item Version Financial Data Quality - 9.3.3 Management (FDM) - 11.1.1.3 - 11.1.2.1 Smart View for Office - 9.3.1.2 - 9.3.3 - 11.1.1.3 - 11.1.2.1 www.finitsolutions.com - 20 -
    • The Finit Solutions Series Hyperion Enterprise Considerationswww.finitsolutions.com
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Key Considerations The Finit Solutions Series• Hyperion Enterprise moving into Sustaining Support provides your company with the ability to stay on Hyperion Enterprise for some time. However, since no development will be occurring on Hyperion Enterprise beyond April 2013, the risk grows the longer companies stay on Hyperion Enterprise.• Based on the announcement and the support situation, a few things are valid: • You don’t need to panic and try to rush a migration from Hyperion Enterprise before the April 2013 date. If you had already planned to migrate off of Hyperion Enterprise – great. If you are not ready – you have time and you don’t need to rush. You can expect to continue to stay on Hyperion Enterprise for years to come. • If you do decide to stay on Hyperion Enterprise after April 2013, you should work to minimize risk as much as possible. Your Hyperion Enterprise environment is very dependent on third- party components and you should work to have a controlled environment. • This announcement does mean that you will have to move off of Hyperion Enterprise eventually. Staying on Hyperion Enterprise for the next few years can be a viable strategy. Staying on Hyperion Enterprise to 2020 carries more risk. Eventually the third party components will drive your need to move off of Hyperion Enterprise. www.finitsolutions.com - 22 -
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Key Next Steps – Control your Environment The Finit Solutions Series• Use two Server Environments at a Minimum • If you decide to stay on Hyperion Enterprise while it is on Sustaining Support, you should have two server environments (Production and then a second environment (Development / QA / Test)). • Part of moving to a more ‘controlled’ environment is having a server environment where all patch updates can be applied and thoroughly tested prior to pushing them to Production. • It is recommended that this environment contain at least 1 server of each major component from your Production environment. For example, if you have 2 Citrix servers, 1 Application server and 1 Data server, then your Test environment should contain a minimum of 1 Citrix server, 1 Application server and 1 Data server. • The servers do not need to match the full specifications of your Production environment as the goal is not large concurrency testing, but admin team / power user testing. For example, if your Production Application server has 4 processors and 8 GB of RAM, your Test environment could have 2 processors and 4 GB of RAM. www.finitsolutions.com - 23 -
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Key Next Steps – Control your Environment The Finit Solutions Series• Develop controlled ‘Maintenance’ policies • Once Hyperion Enterprise is on Sustaining Support, it is important to keep in mind that the responsibility to test all third party patches now lies solely on your organization (as Oracle will not be doing it). Therefore, you should develop a very controlled ‘Maintenance’ policy if it does not exist today. • This Maintenance policy should be a joint IT / Finance set of procedures that are followed every month to minimize risk in your Production environment. A few key items of this should include: • IT / Finance teams review all potential third party patches and upon agreement, apply them to the Development / Test environment. • The patches should be applied off-hours and preferably over a weekend when users will not be in the system. This is to minimize potential user down time if something goes wrong. • Reboots should only occur outside business hours and preferably over weekends. • Hyperion Enterprise admins / key users run through set of tests after the patches have been applied to verify that the patches did not ‘break’ anything. • All of these steps should be completed with sufficient time prior to the next close starting. This will give time to apply the patches to Production and then retest in that environment. www.finitsolutions.com - 24 -
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Key Next Steps – Determine IT Rollout Schedules The Finit Solutions Series• IT Rollout Plans for Third Party Products • Your IT department likely has plans in place currently to upgrade to Windows 7, Internet Explorer 8 and / or Office 2010 if you are not currently on these versions. • In addition to those client based components, you will want to see if they plan on moving off of Server 2003 for server operating systems and only using Server 2008. • You will want to find out what their deployment schedules are for these products as it may impact your timing and plans for upgrading to Hyperion Enterprise 6.5.1.1. • This level of communication is also important in the future. Windows 8 was made available in October, Office will have another release in the next few years. If your IT group plans on implementing those soon, you will want to know that as those new versions will not be compatible with Hyperion Enterprise 6.5.1.1 and that may drive the timing of a Hyperion Enterprise project. www.finitsolutions.com - 25 -
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Key Next Steps – Upgrade to 6.5.1.1? The Finit Solutions Series• Should you upgrade to 6.5.1.1? • If your company is planning on moving to Office 2010, Windows 7 and / or Server 2008 and you plan to stay on Hyperion Enterprise for some time, then you will have to upgrade to 6.5.1.1. Without upgrading, you will not be able to support these new third party technologies. • Even if your company is not planning on moving to those third party components, but your company is planning on staying on Hyperion Enterprise for a few years, then you may want to perform an upgrade. This would allow you to go into Sustaining Support with the latest application version. • A few key items related to the upgrade: • 6.5.1.1 is a full installation. It is not just a ‘DLL copy & paste’ patch approach. • No conversion is needed going from 6.5.1.0 to 6.5.1.1. You can just open the application in the new version. • Previous releases would require an upgrade. • A Patch Set Update (PSU) exists for 6.5.1.1 (PSU 101). www.finitsolutions.com - 26 -
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Key Next Steps – Licensing The Finit Solutions Series• Should you buy more licenses in 2012? • Based on our understanding, you will be able to buy additional Hyperion Enterprise licenses if you are an existing customer past April 2013. • As a result, you don’t have to rush to buy licenses this year if you do not need them. You could buy them next year or in future years. • One item to note – if you stop paying your Oracle maintenance support, you will probably not be able to buy additional licenses without first paying back maintenance fees. • Terms of your licensing and the license cost will be based on your contractual terms with Oracle and you should contact your Oracle sales rep for any questions regarding licensing. www.finitsolutions.com - 27 -
    • The Finit Solutions Series Finit Answers: Oracle EPM and Hyperion Enterprise Supportwww.finitsolutions.com
    • Finit Answers The Finit Solutions Series Finit Solutions Official Support Offering: Answers & Support with Efficient, Responsive ServiceFinit Answers provides the proper support offering for your Business Hyperion Product Expertise: Finit has been offering Oracle Hyperion EPM services and support as a company since our inception (July 2002) - staffed by our Hyperion Subject Matter Experts. Finit is providing a unique pledge for Hyperion Enterprise Customers: Any Hyperion Enterprise related fees can be applied to a future project to replace Hyperion Enterprise with Finit Solutions. Allow Finit Answers to be your personal Hyperion Insurance Policy Flexibility: We offer a ‘pay as you go’ option (pay for only the time you use) along with several other levels of support that we can customize to meet your needs: 1. Time And Materials Support: You only pay for the time you use (no monthly fees) 2. Dedicated Critical Support: Technical Application Support with a guaranteed 2-hour response time 3. Remote Consulting Assistance: Ask us to review your HFM Rules, Essbase Calcs, consolidations, FDM Integrations, custom reports, etc. 4. Managed Services: Application Administrator Assistance (Primary or Secondary)  http://www.finitsolutions.com/Support_Finit_Answers.html www.finitsolutions.com - 29 -
    • Finit Answers The Finit Solutions Series Standard In-House Finit Answers Support SupportFull-Time Dedicated Resources (Expensive) Lower your Support ExpensesYour Employees are full-time, but Finit Answers allows you to increase yourHyperion Usage and Support is cyclical efficiencythroughout the monthNew resources – hard to find Finit is On-Demand www.finitsolutions.com - 30 -
    • Finit Answers The Finit Solutions Series Flexible and Scalable1. Time And Materials Support: You only pay for the time you use (no monthly fees)2. Dedicated Critical Support: Technical Application Support with a guaranteed 2- hour response time3. Remote Consulting Assistance: Ask us to review your HFM Rules, Essbase Calcs, consolidations, FDM Integrations, custom reports, etc.4. Managed Services: Application Administrator Assistance (Primary or Secondary) http://www.finitsolutions.com/Support_Finit_Answers.html www.finitsolutions.com - 31 -
    • Finit Answers The Finit Solutions Series Features and Benefits Ability to log “Critical” level tickets No limit to the number of support tickets you can log Easy to use Ticketing System DIRECT Access to true Hyperion Experts (Finit Answers is staffed by our Full- Time Consultants): No subcontracting / No off-shoring SLA (Service Level Agreement) guarantees a timely response  http://www.finitsolutions.com/Support_Finit_Answers.html www.finitsolutions.com - 32 -
    • Finit Answers The Finit Solutions Series IPAD??? Yes, It does work on the IPAD www.finitsolutions.com - 33 -
    • Finit Answers: Oracle EPM and Hyperion Enterprise Support Thank you for attending! The Finit Solutions SeriesQuestions? - > Insights@finitsolutions.com - > General QuestionsEmail us for a  Greg Barrett (gbarrett@finitsolutions.com)copy of the slides or  Joe Mizerk (jmizerk@finitsolutions.com)link to the recording. www.finitsolutions.com - 34 -