This document summarizes a presentation on integrating Hyperion and PeopleSoft using the Hyperion DRM Adaptor. It discusses using the adaptor to automate updating PeopleSoft with changes made in Hyperion DRM, eliminating manual processes. The presentation covered the architecture of using DRM and an ESB to interface PeopleSoft with Hyperion for chart of accounts and tree maintenance. It also provided an overview of how the Datavail DRM PeopleSoft adapter configuration and tasks work, including mappings, publishing dimensions, and logs to review changes.

1. Session ID:
Prepared by:
Remember to complete your evaluation for this session within the app!
10035Hyperion and PeopleSoft
- Hands off Automation
Hyperion and PeopleSoft Integration and
Automation tips using the DRM Adaptor
Apr 22, 2018
Azmat Bhatti
Solutions Architect – Hyperion/BI
Canadian Tire Corp.
@azmatb

2. Presenter
Azmat Bhatti, Solutions Architect, Canadian Tire
Industry Experience
• Over 10+ yrs of Hyperion experience in design, development,
implementation and supporting HFM / Planning / Essbase / HSF
/ DRM / FDM(EE) /FR / Smartview products
• Started working with Hyperion suite in late 2006 with System
9.1.0 (Early release, lots of bugs, License Server !!!)
• Done various upgrades from 9.x to 11.1.x to 11.1.2.x
• Opened close to 300 Oracle SRs with various issues/bugs
• Latest work done with System 11.1.2.4.x (Plus patches, more
stable release and on-premise)
• Industry experience includes Food & Beverage, Mining and
Retail
• Speaker at various Oracle Conferences such as Collaborate,
Kscope and Open World
Certifications
• HFM System 9 Certified Administrator (2007)
• Essbase 9.3 Certified Developer (2008)
• HFM System 11 Certified Consultant (2013)
linkedin.com/in/azmatbhatti
http://hyperionarchitect.blogspot.com/
@Azmatb

3. Presenter
Doug Hahn, Principle Solution Architect, Datavail
• 23+ years' experience in IT
• Over 10 years as a consultant for large firms including
Oracle and IBM
• Deep technical knowledge in Infrastructure, Databases,
Data Warehousing, EPM, ERP, Application Management
Services (AMS), BI, Reporting Strategy and Cloud
• Solid understanding of business capabilities in Finance, HR,
Legal, Compliance and Internal Audit
• Presents regularly at local SIG's/GEO's and national users
groups and conferences such as Collaborate and Open
World
• OAUG Speaker of the year 2017

4. Agenda
• Background
• Hyperion and PeopleSoft environment
• Hyperion DRM and PeopleSoft
• Integration between Hyperion DRM and
PeopleSoft Hierarchies
• Utilizing the DRM Adapter + PeopleSoft WSDL
• Automation of scripts/jobs
• DRM logging
• Lessons learned
• Q & A

5. Background
Complex Systems
Landscape
• Multiple Applications: Several
including Cognos, Hyperion,
PeopleSoft, JDE
• Manual steps to track and
request, approve, commit
changes across the systems
environment
Challenges and Projects
• Current projects included PSFT implementation, HFM
enhancement and DRM implementation
• Working on setting up a governance process
• User expectations high with many new systems being
introduced
Goals for Hyperion DRM and PeopleSoft
• How can we be leveraging DRM ?
• How can it help us with our current environment, our
projects, and future environment ?
• How are others customers using it ?

6. Datavail’s DRM PeopleSoft Adapter
The Challenge
Changes in Oracle DRM do not automatically update in PeopleSoft. As a result, many
companies:
• Lose up to two hours of work value per day
• Hire expensive outside help to manage quarterly reporting
• Sacrifice even more efficiency when reorganization projects come up
• Risk problems with data accuracy
• Waste time on technical problems and these manual updates rather than focusing on strategic
projects

7. Datavail’s DRM PeopleSoft Adapter
The Basics of the Adapter
• Automates updates to DRM so they populate in PeopleSoft
• Includes application templates for loading the properties, exports, validations, and
queries
• Web-based UI maintains DRM and PeopleSoft configuration
• Visibility of the changes published to PeopleSoft through DRM reports
• Publishing of changes at required intervals using the adapter scheduler

8. Datavail’s DRM PeopleSoft Adapter

9. Datavail’s DRM PeopleSoft Adapter
What the Adapter Provides
• Eliminate manual processes – changes in DRM are automatically pushed to PeopleSoft
Financials
• Free up Hyperion resources – hours per day and weeks per quarter
• Redirect Hyperion talent to more important strategic work
• Record an audit trail and track versioning
• Significantly reduce the risk of human error
• Configure and maintain integration from the web interface

10. Hyperion and PeopleSoft Environment
AP
Accounts
Payable
ES
eSettlement
BI
Billing
PO
Purchasing
CA
Customer
Contracts
AR
Accounts
Receivable
GL
General
Ledger
PC
Project
Costing
AM
Asset
Management
REM
Real Estate
Management
PeopleSoft
9.2

11. Integration Architecture
CoA and Tree Maintenance – DRG Solution
DRG/DRM
Tree and CoA
ESB
PeopleSoft 9.2
HYPERION
Financial Management
HYPERION
Planning
Finance BI EDW
Requester Enricher Approver Committer
COA – Chart of Accounts
ESB – Enterprise Service Bus

12. DRG – Business Benefits
• Native to Data Relationship Manager (DRM) platform
• Pure configuration, no coding
• Improves the quality of master reference data, which in turn fuels business process
performance gains
• Existing DRM administration skills should suffice
• Stimulates collaboration between business & IT to figure out data issues and resolve them
proactively
• Fully transparent activity trail enables regulatory compliance and risk mitigation
• Lowers total cost of ownership (TCO) versus external BPM platforms through greater
leverage and reuse of Oracle Data Relationship Management (DRM) metadata
management
• Email alerts and notifications

13. Overview of DRM/DRG and
PeopleSoft Integrations
Request new /
Maintained Project
Request new /
Maintained Account
Request new /
Maintained Cost Centre
Request new /
Maintained Tree
Online Forms
Workflow
Approval
DRM
Core Data
Attributes
PeopleSoft
Interfaces
Master Solution Summary:
All Account, Cost Centre, Project and Tree additions and changes are initialed using online Forms in DRG. The requests flow
through workflow approval and updates DRM which in turn synchronizes with PeopleSoft.
ESB
ChartField
Mapping
DRG

14. DRM and PeopleSoft Adapter Flow

15. Datavail DRM PeopleSoft Adapter
• Empowers users to make changes based on
their role and responsibility
• Minimizes manual IT data maintenance tasks
• Enables reliable what-if scenarios and impact
analysis using various versions
• Future state hierarchies can be compared
against earlier current state to identify
evolving changes
• Stimulates collaboration between Business
and IT to find data issues and resolve them
Adapter pushes data from DRM to PS

16. Configurable Items
Adapter Tasks

17. PeopleSoft WSDLs
WSDLs used to configure PS

18. Mappings
DRM and PS Mapping and Value Type

19. Reports for Validation
Report ID, Dimension, Status and other information

20. Publish Dimension to PS
Dimension available to publish to PS

21. Logs to Review Changes
Transaction logs to review changes made and status

22. DRM User Management
Maintain users to manage DRM Administration

23. DRM Batch Jobs
• DRM PeopleSoft Adapter for; Account
and Cost Center
• DRM to PS Trees; Account Roll_Up,
Affiliate Combo, Cost Center, Entity,
Capex etc
• DRM to PS Project Integration; To
Produce All Projects and Delta Projects
file
• DRM Weekly Reports; To produce
changes made in DRM for all Metadata
for HFM/PS/Cognos/Other Legacy
Systems

24. DRM Export Utility
Backup/Restore your Current
Version between environments
Perform environment
refresh/resynch of attributes
User Security Refresh

25. Lessons Learned
• Selection of the “Best” consulting
partner
• Training for staff on DRM from Oracle
and/or consulting partner
• Having monthly DRM clinics to answer
frequently asked questions on
Hierarchies/Acct/CC/Project setups
• Streamline DRM Governance process
by introducing DRG
• Buy in from stakeholders

26. VISIT US AT
BOOTH #1213
1-866-834-9022 www.datavail.com

27. Session ID:
Remember to complete your evaluation for this session within the app!
10035
Q&A
azmat.bhatti@cantire.com