Finit solutions a deep dive into hfm 11.1.2.4 031315

www.finitsolutions.com
Getting the Most out of EPM:
Hyperion Financial Management
Deep Dive into 11.1.2.4
March, 2015
Chris Barbieri
cbarbieri@finitsolutions.com

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Founded in 2002
70+ employees in 20+ states
Mostly CPAs, MBAs
We have extensive Hyperion product and financial reporting
backgrounds
80+ HFM Clients
Managed many of the largest EPM projects in the U.S.
Including the largest roll-out of HFM in North America
Market Leader in ARM/FCM
World Leader in FDM implementations and custom
solutions
50+ Planning / Essbase Clients
Finit Overview

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Services
Finit Answers
Technical Support
Functional / Admin Support
Access to Hyperion SMEs
Dedicated support team
and guaranteed response
times
Customer Service Focus
Flexible Time and Material
support packages
‘Pay as you Go’ option
Oracle Financial Close Suite
Financial Close Manager
Account Reconciliation Manager
Hyperion Planning & Essbase
Infrastructure
Data Services
Project / Program Management
Redesign / Enhancements
Product Upgrades
Application enhancements / redesign
Performance optimization
Dedicated
Support
Upgrades
Full Cycle
Implementations

Finit Solutions Introduction
Finit as a company:
Who we are….Why? How?

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We make and deliver personalized financial reporting
solutions and experiences.
By listening, questioning, and analyzing
By building relationships
…not company to company, but person to person.
We are Makers and Doers
WHY is Finit Here?

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Run Finit like a Family
Invest in our employees
All owners actively involved in the business
No debt or external owners
Prioritize the customer; not profitability
Long term stability
Hire employees, not subcontractors
Compensation model based on client
satisfaction
HOW do we achieve our beliefs?

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Our values on which we ask you to provide
consultant feedback:
Finit Values

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Our values, culture, and approach to
becoming a trusted advisor to customers
has led to 100% customer success for every
Finit client (220+) and for every Oracle
Hyperion project (400+)
Finit Customer Success

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Some Finit Customers

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About the Presenter
Chris Barbieri
Global contribution to Oracle EPM community
Hyperion Enterprise
17 years Hyperion Experience
Customer / administrator
Hyperion pioneer consultant on HFM
Hyperion Sr. Product Issues Manager
HFM Practice Leader
Leader in HFM application and system design and performance
Expert in tropical places and rock & roll 

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Question and Answer

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Calculation Manager
EPM Architect
Smart View for Office
Financial Reporting
Oracle Financial Management
Analytics
Pre-built applications
Hyperion Tax Provisioning
Tax Governance
Tax Operations
Tax Supplemental Schedules
Quantitative Management and
Reporting
Financial Close
Management
Close Manager
Account Reconciliation
Manager
Supplemental Data Manager
Defining the Financial Close Suite

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Platform Support
User Interface
Administrator Features
End User Features
Built for Speed!
Hyperion Financial Management 11.1.2.4
Oracle’s Focus

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Optimized for Exalytics
Linux on non-Oracle hardware under
consideration
Windows registry gone
Traditional Windows utilities being re-
developed
Some functionality moving to web
Still supports Windows 2008
Native support for IE11
11.1.2.2.500 and 11.1.2.3.500 supported in
Enterprise mode
11.1.2.3.700 coming for Native mode
Independence From Microsoft

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Which Clients are Included?
From Workspace > Tools From eDelivery
HFM client
Smart View
Financial Reporting Studio

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Utility Launch Pad:
OracleMiddlewareEPMSystem11R1
productsFinancialManagement
UtilitiesLauncher.html
Financial Management Utilities

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Command line utility MetadataMerge.bat
Supports *.xml format only
Feature need driven by Hyperion Tax Provisioning
Customer-specific changes (Entities, accounts,
scenarios, etc.) need to be merged with HTP changes
provided by Oracle
Compare two metadata files
Accept the changes
Creates a new file to be loaded in
Metadata Merge Utility

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“Application upgrade utility is deprecated. Use EPM
System Configurator for database schema upgrade.”
Application Upgrade
Upgrade Path
From Release ...
To Release 11.1.2.4
11.1.2.x Apply the maintenance release to move to Release 11.1.2.4.
Note:
For Oracle Hyperion Financial Close Management, applying the maintenance release is supported only from Release 11.1.2.2 or 11.1.2.3.
For Oracle Hyperion Financial Management, applying the maintenance release is supported only from Release 11.1.2.1, 11.1.2.2, or 11.1.2.3.
11.1.1.4.x Upgrade to Release 11.1.2.3 and then apply the maintenance release to move to Release 11.1.2.4.
Release 11.1.1.0.x
to 11.1.1.3.x
Apply the maintenance release to move to Release 11.1.1.4, upgrade to Release 11.1.2.3, and then apply the maintenance release to move to
Release 11.1.2.4.

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“Copy Application Utility is
deprecated. Use Life Cycle
Management to backup and
restore applications.”
Either choose application
artifacts OR application
snapshot
Binary file stored in
OracleMiddleware
user_projectsfoundation
import_export
Copy Application

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Missing options from CopyApp utility
Filter Invalid Data records
Filter Zero value data records
Omit Audit Logs and System Messages
Limit Scenario / Year data selection
Can’t switch between Oracle and SQL Server
databases
Can’t duplicate or rename an application yet
Must create target first so it appears in pick
list
Currently very slow: 2 hours for app < 1 GB
In contrast, all objects and base level data took
4 minutes: need to reconsolidate and re-sets
audit trail
Export / Import Snapshot

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Support for Notepad++ since 11.1.2.2
Notepad++ is a free and powerful text editor. This editor can be used for
editing HFM Rules and Member Lists files (*.rle or *.lst).
Notepad++ can distinguish between different languages source code can
be written in. This is useful during editing to distinguish certain keywords
by using another color or font.
In order to provide useful visual aids while editing HFM rules you must
set a user defined language that will recognize files with .rle and .lst
extensions. To define HFM rules and Member Lists as a user-defined
language in Notepad++ follow these steps:
Launch Notepad++
Click View -> User-Defined Dialogue
Click Import and select ‘HFM Rules.xml’ (this is available
%EPM_ORACLE_HOME%productsFinancialManagementUtilities
directory)
Exit Notepad++
Next time you launch Notepad++ under Language (menu) you should see
‘HFM Rules’ as a user defined language.
After setting the HFM user defined languageif you open an existing HFM
rules file or create a new one (with extension .rle or .lst) you will see the
appropriate color coding. This is a great substitute for the Rules Editor
that Hyperion Financial Managementused to provide.
Rules / Member List Editor

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“Rules Migrator is deprecated. Use application extracts to extract
rules in XML format. Alternatively RLE files can be imported into
Calc Manager.”
Rules Migrator
OR

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“Error Log Viewer has been deprecated”
Messages are visible in the web client
Messages are only written to HFM.ODL.Log file
C:OracleMiddlewareuser_projectsepmsystem1
diagnosticslogshfm
System Messages

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New User Interface:
Consolidation Administration
11.1.2.3 11.1.2.4
Fusion color scheme

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Consolidation Administration:
System > Settings
Goodbye
Windows registry

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From Applications menu
Logout and disable non-admin users
Admin Mode

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Application Profile Editor
Classic mode

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Progress bar on file
selection
Can re-load a file
without re-selecting
If it has not changed
Ctrl-A to select all files
in a folder
Default 10 files can be
changed in System
Settings
Multi-select Load Files

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Reorder your open
tabs
This session only
Forms preserve colors
in Smart View
Other Usability Enhancements
11.1.2.4 web 11.1.2.4 Smart View 11.1.2.3 Smart View
= <>

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Export to Smart View for Query-Ready
Financial Reports
Descriptions don’t
always work with
HFM ad hoc queries

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Multi-threading
improvements
Past: optimized for 8-12
cores
11.1.2.4: Oracle tested
with 40 cores
hyperthreaded = 80 vCores
And 2 TB RAM!
Optimization is now more
a function of the
application design: better
with symmetric entity
structures, data and rules
Calc Status changes
Improved multi-threading to update calc
status
Only update Entity and Parent currencies
Smart Heap
Improved internal memory management
Built for Speed

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HFM Insights
Central dashboard which
collects/monitors system
performance and provides
feedback on system health,
environment issues, etc.
Rules Profiler
Designed to provide
feedback on rules execution
and help identify inefficient
rules. This will help “tune”
applications and provide
optimal performance
Additional Exalytics-Only Features for HFM

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Reference application to benchmark performance
Tests
Data Load (2xs)
Consolidation – Full Rules (3xs)
Consolidation – Blank Rules (3xs)
Using identical configurations 11.1.2.4 vs 11.1.2.3.500
Windows 2008 8 vCPUs and 16 GB RAM
MS SQL Server 2008 R2
Finit Performance Application

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Show similar improvement between 11.1.2.3 and 11.1.2.4
Oracle’s Test Results

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Improved audit trail
Task Audit retains the system files loaded
And shows the differences
In Case You Missed this in 11.1.2.3

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Now web-based
https://apexapps.oracle.com/pls/apex/f?p=20620:1:1588361907940
Export to Excel option
Cumulative Feature Overview

www.finitsolutions.comSign up for Kscope15 using the FINIT code for a $100 discount on Registration!

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Questions?
Presenter
Chris Barbieri

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FDM Enterprise Edition 11.1.2.4
Similarities and Differences to FDM
New Features
Conversion Considerations
Noon - March 27th (2 weeks from today)
Presenter – Scott Peters, Director of
Integration
Upcoming Webinar

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Email us for a copy of the
slides or link to the recording.
Past Finit Webinars
www.finitsolutions.com/webinar
General Questions
Greg Barrett
gbarrett@finitsolutions.com
Joe Mizerk
jmizerk@finitsolutions.com
Thank you for attending!

Finit solutions a deep dive into hfm 11.1.2.4 031315

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Finit solutions a deep dive into hfm 11.1.2.4 031315