www.finitsolutions.com
Getting the Most out of EPM:
HFM: Managing Metadata: EPMA versus Classic
March 21, 2014
Greg Barret...
www.finitsolutions.com
- 2 -
Finit Overview
About Finit
– In business over 11 years: Company
founded in July 2002.
– 60+ e...
www.finitsolutions.com
Finit Solutions Introduction
Finit as a company: Who
we are….Why? How?
www.finitsolutions.com
- 4 -
 We believe in making and delivering personalized
financial reporting solutions and experien...
www.finitsolutions.com
- 5 -
Running Finit like a Family
Finit has no debt or external owners.
This lets us keep focused...
www.finitsolutions.com
- 6 -
Below are Finit’s core values
These are the same values we ask you to provide
consultant fe...
www.finitsolutions.com
- 7 -
Our values, culture and approach to becoming a
trusted advisor to clients has led to 100%
cus...
www.finitsolutions.com
- 8 -
About the Presenter
Christine Ong-Estrada
(cong-estrada@finitsolutions.com)
• Former Enterpri...
www.finitsolutions.com
- 9 -
 Introduction to EPMA Metadata Management
 EPMA versus Classic Comparison
 Pros an Cons of...
www.finitsolutions.com
- 10 -
 Enterprise Performance Management Architect
 Feature of Foundation Services
 Integrates ...
www.finitsolutions.com
- 11 -
A centralized location to manage dimensions and dimension
properties.
Used to:
 Create dime...
www.finitsolutions.com
- 12 -
A summary of applications that have been created and/or deployed.
Used to:
 Create and mana...
www.finitsolutions.com
- 13 -
 Data Synchronization
 Enables data synchronization between or within Hyperion application...
www.finitsolutions.com
- 14 -
 Classic
Creating an HFM Application
www.finitsolutions.com
- 15 -
 EPMA
Creating an HFM Application
Application Library >
< Auto Create Local Dimensions
Defi...
www.finitsolutions.com
- 16 -
 EPMA
Creating an HFM Application
Populate Calendar Dimensions >
Set Up Rate Accounts >
Def...
www.finitsolutions.com
- 17 -
Dimensions
Note: EPMA application is not the same as HFM application
www.finitsolutions.com
- 18 -
Dimension Association
www.finitsolutions.com
- 19 -
 Classic
 Desktop Client (Metadata Manager)
 Excel Macros / Text Files (.app or xml)
 EP...
www.finitsolutions.com
- 20 -
Methods of Loading Metadata
 Classic
Desktop Client
www.finitsolutions.com
- 21 -
Methods of Loading Metadata
 Classic
Web Client
www.finitsolutions.com
- 22 -
Methods of Loading Metadata
 EPMA
Dimension Library Shared Services
- Import Profile - Life...
www.finitsolutions.com
- 23 -
Sharing Metadata
EPMA CLASSIC
Shared Library Extract and Load to another App
www.finitsolutions.com
- 24 -
Comparing Metadata
EPMA CLASSIC
Compare to Shared Library or Deployed
Application
Text edito...
www.finitsolutions.com
- 25 -
Logging – Metadata Changes
EPMA CLASSIC
Transaction Log No equivalent
Transaction log of met...
www.finitsolutions.com
- 26 -
Logging – Process
EPMA CLASSIC
Job Console No equivalent
www.finitsolutions.com
- 27 -
Renaming Members
EPMA CLASSIC
Retains data Extract data - rename member – edit
extracted dat...
www.finitsolutions.com
- 28 -
Exclude Members
EPMA CLASSIC
Can exclude member/s from Shared
Library and deploy application...
www.finitsolutions.com
- 29 -
Reordering Children
EPMA CLASSIC
Sort Members (Ascending/Descending)
Cut and Paste
Reorder C...
www.finitsolutions.com
- 30 -
Default Parent
EPMA CLASSIC
Automatically Updated – no need to
specify
Specify default paren...
www.finitsolutions.com
- 31 -
Copy Application
EPMA CLASSIC
Duplicate Application (copy EPMA
application) – Application Li...
www.finitsolutions.com
- 32 -
Metadata File Back-up
EPMA CLASSIC
Use LCM
EPMA File Generator
- Will need to set up automat...
www.finitsolutions.com
- 33 -
Diagnostics
EPMA CLASSIC
Tests common issues with EPMA
application or process state
No equiv...
www.finitsolutions.com
- 34 -
Transforming Classic to EPMA
Copy Classic Application
Basic Transformation Steps
www.finitsolutions.com
- 35 -
Transforming Classic to EPMA
Register Application with Shared Services
www.finitsolutions.com
- 36 -
Transforming Classic to EPMA
Provision user as Application Administrator
www.finitsolutions.com
- 37 -
Transforming Classic to EPMA
Transform Classic to EPM Architect
www.finitsolutions.com
- 38 -
Lifecycle Management
• LCM provides a consistent way to migrate an application, a
repository...
www.finitsolutions.com
- 39 -
 Lifecycle Management
Destination: File System
LCM
www.finitsolutions.com
- 40 -
 HFM Artifacts
Destination : HFM application or File System
LCM
www.finitsolutions.com
- 41 -
 Lifecycle Management
Save as same file format before Importing after
Edit.
Shared Services...
www.finitsolutions.com
- 42 -
 Lifecycle Management
LCM
www.finitsolutions.com
- 43 -
 ADS Export Format
 Can be re-imported
 Can be used in an existing
import profile
 Can b...
www.finitsolutions.com
- 44 -
 Copy contents
to Excel
 Text to
Columns
 Add Formula
 Copy contents
to Text
LCM – Editi...
www.finitsolutions.com
- 45 -
Questions?
Email us for a
copy of the slides or
link to the recording.
Thank you for attendi...
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Finit solutions Getting the Most Out of EPM: Comparison between EPMA versus Classic and interfacing with LCM

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Do you still love the classic(s)? It might be time to consider taking a take a leap to the future. Starting with Oracle EPM version 11.1.2.2 all metadata must be managed with EPMA so you will probably end up there. Join us this month to see and hear what new features EPMA has to offer along with a comparison of how things are done in EPMA versus Classic. Since many clients may not be upgrading right away, we will review the pros and cons to help you decide which is more suitable for you today. We will also show the steps needed when you decide to transform your classic application to EPMA as well as how to will be migrate or sync metadata across environments once you have moved to EPMA.

During this webinar we will go through the following:

• A brief Introduction to EPMA Metadata Management
• Comparison of Classic Metadata management and EPMA
• Pros and Cons of each tool
• What does it take to migrate from Classic to EPMA
• Synchronizing Metadata using LCM

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  • COE
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  • ERMetadata manger or web to create app profile (per file)Create application using app profile (per file)Register with Shared Services
  • ERUse Wizard1) Application Library2) Auto-create local dimensions3) Support for extended dimensionalityAssociations
  • ERUse Wizard1) Application Library2) Auto-create local dimensions3) Support for extended dimensionalityAssociations
  • ERUse Wizard1) Application Library2) Auto-create local dimensions3) Support for extended dimensionalityAssociations
  • ERUse Wizard1) Application Library2) Auto-create local dimensions3) Support for extended dimensionalityAssociations
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  • Finit solutions Getting the Most Out of EPM: Comparison between EPMA versus Classic and interfacing with LCM

    1. 1. www.finitsolutions.com Getting the Most out of EPM: HFM: Managing Metadata: EPMA versus Classic March 21, 2014 Greg Barrett (gbarrett@finitsolutions.com) Christine Ong-Estrada (cong-estrada@finitsolutions.com)
    2. 2. www.finitsolutions.com - 2 - Finit Overview About Finit – In business over 11 years: Company founded in July 2002. – 60+ employees in 20+ states (mostly East Coast, South, and Midwest) – 80+ HFM Clients – Recognized as the Market Leader in ARM/FCM – Recognized as the World Leader in FDM Project Work and FDM Customizations – 50+ Planning / Essbase Clients – Finit has managed many of the largest EPM projects in the U.S. – Our employees are generally CPA’s, MBA’s, and have extensive Product and Financial Reporting Backgrounds Implementation Services – Full cycle implementations – Infrastructure and Data Services – Project / Program Management – Product Upgrades – Redesign / Enhancements Dedicated Support – Finit Answers – Access to Hyperion SME’s (Dedicated support team and guaranteed response times) – Customer Service Focus – Flexible Time and Material support packages with a ‘Pay as you Go’ option – Technical and Admin / Functional Support – Contact Greg Barrett (gbarrett@finitsolutions.com) for info
    3. 3. www.finitsolutions.com Finit Solutions Introduction Finit as a company: Who we are….Why? How?
    4. 4. www.finitsolutions.com - 4 -  We believe in making and delivering personalized financial reporting solutions and experiences for others. Making Solutions with Personalized Experiences We value craftsmanship, authenticity and solution making We believe in listening, questioning and analyzing the issues and wishes of those we work with. We look to build relationships, not as company to company but person to person. We are honestly aligned to the cause of those we work with. We are Makers and Doers who roll up their sleeves and dig in. WHY is Finit Here?
    5. 5. www.finitsolutions.com - 5 - Running Finit like a Family Finit has no debt or external owners. This lets us keep focused on the customer in all cases as Finit’s goal is not to maximize profit but maximize the value we add to clients. All owners are involved in the business. We do not use contractors, employees only. Finit’s compensation model is based upon client satisfaction with consultant’s work, not utilization / chargeability. HOW do we achieve our beliefs?
    6. 6. www.finitsolutions.com - 6 - Below are Finit’s core values These are the same values we ask you to provide consultant feedback on Finit Values
    7. 7. www.finitsolutions.com - 7 - Our values, culture and approach to becoming a trusted advisor to clients has led to 100% customer success for every Finit client (200+ and counting) and for every Oracle Hyperion project (over 350+ and counting). Finit’s Client Service
    8. 8. www.finitsolutions.com - 8 - About the Presenter Christine Ong-Estrada (cong-estrada@finitsolutions.com) • Former Enterprise and HFM administrator • More than 10 years of Hyperion products experience • HFM, FDM, EPMA, LCM, Financial Reporting • HFM Project Lead • 10 years of HFM build and implementation experience • Worked on mostly Fortune 500 HFM Builds • Based in Austin, TX
    9. 9. www.finitsolutions.com - 9 -  Introduction to EPMA Metadata Management  EPMA versus Classic Comparison  Pros an Cons of each tool  Transforming Classic to EPMA  Synchronizing Metadata with LCM  Q and A Agenda
    10. 10. www.finitsolutions.com - 10 -  Enterprise Performance Management Architect  Feature of Foundation Services  Integrates with:  HFM  Planning  Essbase  Profitability and Cost Management  Data Relationship Management  Enables administrators to create, manage, and deploy Hyperion applications within one interface.  Consists of different modules What is EPMA?
    11. 11. www.finitsolutions.com - 11 - A centralized location to manage dimensions and dimension properties. Used to:  Create dimension import profiles  Add, delete, and modify dimension members in the Shared Library or directly in applications  Modify dimension and member properties in the Shared Library or directly in applications Dimension Library
    12. 12. www.finitsolutions.com - 12 - A summary of applications that have been created and/or deployed. Used to:  Create and manage applications in one centralized location  Deploy applications  Migrate applications to different servers within the same environment  Diagnositcs  Compare (to Shared Library or to Deployed Application)  Duplicate Application (EPMA and Deployed Application) Application Library
    13. 13. www.finitsolutions.com - 13 -  Data Synchronization  Enables data synchronization between or within Hyperion applications.  Create data mappings for reuse.  Create flat file and interface table mappings to import data into Hyperion applications.  Calculation Manager  Enables you to create, validate, and deploy business rules and business rule sets.  Transform Classic to EPM Architect  Enables transformations of applications managed in Classic Financial Management to EPMA.  Library Job Console  Provides a summary, including status, of Dimension Library and application processes (including imports, deployments, and data synchronizations).  Configure Interface Data Sources  For use of interface table to import metadata Other Modules
    14. 14. www.finitsolutions.com - 14 -  Classic Creating an HFM Application
    15. 15. www.finitsolutions.com - 15 -  EPMA Creating an HFM Application Application Library > < Auto Create Local Dimensions Define Customs >
    16. 16. www.finitsolutions.com - 16 -  EPMA Creating an HFM Application Populate Calendar Dimensions > Set Up Rate Accounts > Define Application Settings >
    17. 17. www.finitsolutions.com - 17 - Dimensions Note: EPMA application is not the same as HFM application
    18. 18. www.finitsolutions.com - 18 - Dimension Association
    19. 19. www.finitsolutions.com - 19 -  Classic  Desktop Client (Metadata Manager)  Excel Macros / Text Files (.app or xml)  EPMA  Desktop Client (Metadata Manager)  EPMA File Generator  Dimension Library  LCM (.lcmext, ads)  Excel Macros / Text Files (.ads) Managing Metadata
    20. 20. www.finitsolutions.com - 20 - Methods of Loading Metadata  Classic Desktop Client
    21. 21. www.finitsolutions.com - 21 - Methods of Loading Metadata  Classic Web Client
    22. 22. www.finitsolutions.com - 22 - Methods of Loading Metadata  EPMA Dimension Library Shared Services - Import Profile - LifeCycle Management (LCM)
    23. 23. www.finitsolutions.com - 23 - Sharing Metadata EPMA CLASSIC Shared Library Extract and Load to another App
    24. 24. www.finitsolutions.com - 24 - Comparing Metadata EPMA CLASSIC Compare to Shared Library or Deployed Application Text editor to compare extracts
    25. 25. www.finitsolutions.com - 25 - Logging – Metadata Changes EPMA CLASSIC Transaction Log No equivalent Transaction log of metadata changes are downloaded in excel format. Logs time, date, username, type of changes made in the dimension library.
    26. 26. www.finitsolutions.com - 26 - Logging – Process EPMA CLASSIC Job Console No equivalent
    27. 27. www.finitsolutions.com - 27 - Renaming Members EPMA CLASSIC Retains data Extract data - rename member – edit extracted data file – reload data file
    28. 28. www.finitsolutions.com - 28 - Exclude Members EPMA CLASSIC Can exclude member/s from Shared Library and deploy application Delete member
    29. 29. www.finitsolutions.com - 29 - Reordering Children EPMA CLASSIC Sort Members (Ascending/Descending) Cut and Paste Reorder Children Drag and Drop Cut and paste Manually move up and down (arrows)
    30. 30. www.finitsolutions.com - 30 - Default Parent EPMA CLASSIC Automatically Updated – no need to specify Specify default parent or leave blank when member is moved
    31. 31. www.finitsolutions.com - 31 - Copy Application EPMA CLASSIC Duplicate Application (copy EPMA application) – Application Library (Admin) Duplicate Application as Deployed – Application Library (Admin) Copy App Utility (IT) Copy App Utility (IT)
    32. 32. www.finitsolutions.com - 32 - Metadata File Back-up EPMA CLASSIC Use LCM EPMA File Generator - Will need to set up automated back up process. (IT) Save app or xml file in local or network drive Extract full application text file (.ads)
    33. 33. www.finitsolutions.com - 33 - Diagnostics EPMA CLASSIC Tests common issues with EPMA application or process state No equivalent
    34. 34. www.finitsolutions.com - 34 - Transforming Classic to EPMA Copy Classic Application Basic Transformation Steps
    35. 35. www.finitsolutions.com - 35 - Transforming Classic to EPMA Register Application with Shared Services
    36. 36. www.finitsolutions.com - 36 - Transforming Classic to EPMA Provision user as Application Administrator
    37. 37. www.finitsolutions.com - 37 - Transforming Classic to EPMA Transform Classic to EPM Architect
    38. 38. www.finitsolutions.com - 38 - Lifecycle Management • LCM provides a consistent way to migrate an application, a repository, or individual artifacts between applications or across environments. • Lifecycle Management enables users to export artifacts to the file system, edit them, and then re-import them. • Tasks can be automated via integration with work flows. • Integrated applications: HFM, Essbase (ASO & BSO), Planning • Not currently integrated: DRM, EIS, FDM, HSFM
    39. 39. www.finitsolutions.com - 39 -  Lifecycle Management Destination: File System LCM
    40. 40. www.finitsolutions.com - 40 -  HFM Artifacts Destination : HFM application or File System LCM
    41. 41. www.finitsolutions.com - 41 -  Lifecycle Management Save as same file format before Importing after Edit. Shared Services = .csv EPMA artifact - .lcmext LCM
    42. 42. www.finitsolutions.com - 42 -  Lifecycle Management LCM
    43. 43. www.finitsolutions.com - 43 -  ADS Export Format  Can be re-imported  Can be used in an existing import profile  Can be used to create a new import profile  Can be used with shared and local libraries LCM – ADS Format
    44. 44. www.finitsolutions.com - 44 -  Copy contents to Excel  Text to Columns  Add Formula  Copy contents to Text LCM – Editing in Excel
    45. 45. www.finitsolutions.com - 45 - Questions? Email us for a copy of the slides or link to the recording. Thank you for attending! - > Christine Ong-Estrada (cong-estrada@finitsolutions.com) - > Insights@finitsolutions.com - > General Questions  Greg Barrett (gbarrett@finitsolutions.com)  Joe Mizerk (jmizerk@finitsolutions.com)

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