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FDMEE versus Cloud Data Management - The Real Story

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Are you considering or have you recently purchased an Oracle EPM Cloud Service? If so, you've likely heard about Cloud Data Management and how it can satisfy all of your data and master data needs. Sounds like Nirvana, right? Not so fast.
This presentation explores the capabilities of Cloud Data Management and its supporting technologies as well as its on-premises counterpart, FDMEE. It weighs the pros and cons of each option, including software and hardware costs, functionality, and sustainability.

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FDMEE versus Cloud Data Management - The Real Story

  1. 1. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Integrated Business Analytics Solutions FDMEE versus Cloud Data Management The Real Story Mike Casey & Tony Scalese 12 June 2018
  2. 2. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Agenda • About Ranzal & The Presenters • Data Management and Common Use Cases • Product Roadmap • Functionality Comparison • Misconceptions • Decision Factors • Cloud Adoption Considerations • Sample Scenarios • Q&A
  3. 3. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 3 Comprehensive Business Solutions Ranzal’s solutions drive improved business performance through better decision making, strong customer engagement and optimized operations Deep Oracle Partnership Drives Customer Value Adaptable Deployment Models Diverse Client Portfolio & Industry Expertise Bio Tech and Pharma Medical Supplies Team Highlights Multiple Oracle ACEs Seasoned delivery team with avg ~6 yrs serving Ranzal clients Experienced mgmt team with avg 12 yrs leading Ranzal About RanzalAbout Ranzal
  4. 4. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | About Tony • Vice President of Technology at Edgewater Ranzal – Internal focus: Standards and quality control – External focus: Brand growth and relationship management • More than 17 years in the Oracle Hyperion Suite – Former Hyperion & Upstream administrator – Over 12 years of consulting experience • Certified in various Oracle Hyperion technologies • Oracle ACE recognized for contributions in the BI track which includes EPM • Blog: http://www.fdmeeguru.com • Twitter: @fdmeeguru • Two published books on FDMEE – The Definitive Guide to Oracle FDMEE – Oracle FDMEE Scripting: Essential Elements
  5. 5. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal 5 Integration Overview
  6. 6. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 6 Cloud and Hybrid Integration Overview Oracle EBS, PeopleSoft, JDE, Fusion APPs, SAP R/3 File Excel Other Systems Data Warehouse Data Mart EPM Cloud As customers incrementally migrate to the cloud, integration between on-premise, EPM Cloud and other branded cloud services becomes critical Oracle and Non-Oracle Cloud How do you implement the arrows?
  7. 7. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Hybrid Implementation Support • Financial Data Quality Management, Enterprise Edition (FDMEE) – Recommended approach for Hybrid Integration • Easily integrate cloud and on- premise applications • Virtually any source or target • Lift and shift your on-premise Planning apps to the cloud Oracle Confidential
  8. 8. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Data Management FDMEE in the Cloud Confidential – Oracle Internal 8
  9. 9. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Flat file or directly from Oracle GL Cloud • Included in all cloud services except EPRCS • Any format • Delimited, fixed width, multi-column, text, etc. • Map data to transform from source • Robust features provided to manage the data loading workflow process • Drill-through to source possible if HTTP:// landing page available • Log files available from Process Details to investigate issues or “Provide Feedback” Integration using Data Management Transform and load from any source
  10. 10. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Utilize data outside of EPM Cloud applications • Easy setup in Data Management • Use custom application as target • Filter and save as delimited file • Extracted to Data Management outbox • Download by hand or with EPMAutomate • Customize to provide additional dimensionality beyond EPM Integration using Data Management Filter and Extract Data
  11. 11. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Data not in target specific format • Manage process with workflow, audit and controls • Drill-through to source • Prototype with native loading, then transition to Data Management as complexity increases Integration using Data Management Preferred Use Case
  12. 12. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Command line access for EPM Cloud applications • Available for Windows and Linux • Easily schedule .bat or .sh files • Integrate with other scripts for end-to-end processes • See documentation for full list of commands Automating the Data Integration Process Using EPMAutomate
  13. 13. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal 13 Use Cases
  14. 14. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Specific format for each EPM cloud service • Import/Export Data and Metadata • Execute manually, schedule with UI or EPMAutomate/REST • Drill-through not supported Native Cloud Data Loading Provided by each EPM Cloud Service
  15. 15. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Register EPM Cloud application in FDMEE • Looks and acts like on-prem application • Drill-through from cloud natively supported • 2-Way integration for PBCS, EPBCS and FCCS • Extract from TRCS, ARCS and journals from FCCS on roadmap • Use scripting to extend to other services as needed • Important tool to facilitate incremental move to cloud On-Premise to EPM Cloud Using On-Premise FDMEE
  16. 16. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Flat file or Oracle GL Cloud, HCM Cloud or Netsuite • Included in all cloud services except EPRCS • Any format • Delimited, fixed width, multi-column, text, etc. • Map data to transform from source • Robust features provided to manage the data loading workflow process • Drill-through to source possible if HTTP:// landing page available • Use log files available from Process Details to investigate issues Integration using Data Management Transform and load from any source
  17. 17. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Synch data between EPM Cloud service instances • Supported sources – PBCS, EPBCS, FCCS, PCMCS, TRCS • Journals from FCCS and balances from ARCS not supported • Setup consistent with loading from a file • Pick source, target, mapping, data load rule • Drill available to Data Management • Direct page links for PBCS and EPBCS • Form or Dashboard with POV Cloud to Cloud Using Data Management
  18. 18. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • User/Password and WSDL for connection setup • Includes GL Balances and Budgetary Control • Write back as budgets or to Budgetary Control • Drill-through automatically configured • Oracle GL Cloud also available in Hybrid mode with FDMEE Oracle GL Cloud to EPM Pre-built Integration
  19. 19. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Predefined content for EPBCS – Workforce Planning • Standard HCM Extract • Each person/resource in HCM • Customize as needed • Pre-built mapping in Data Management • Data and Metadata • Supports WFP and SWFP • Customize pre-built integration if needed • Framework for custom user defined HCM extracts • Available now! Oracle HCM Cloud to EPM Pre-built Integration
  20. 20. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Netsuite “Saved Search” available as integration source • Any saved search - GL, AR, AP, etc. • Production and sandbox environments • Available for PBCS/EPCS with Data Management • Available now • Apply Netsuite PBCS bundle • Data and Metadata • Other EPM services available soon Oracle Netsuite to EPM Cloud Pre-built Integration
  21. 21. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Projects Cloud to EPM Cloud • Export Project Details and Budgets • Use SOAP api or OTBI (Oracle Transactional Business Intelligence • Load with Data Management or Native Planning EPM Cloud to Projects Cloud • Export using Data Management or Smart view • Import to Projects with SOAP or FBDI • FBDI – File Based Data Import • Project and Budget spreadsheet • Construct SOAP payload as needed Mapping between systems is most important step Oracle Projects Cloud (PPM) to EPM Cloud Manual Process
  22. 22. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Process import file with FDMEE • Generate export file with event script • Post to ARCS with EPMAutomate or REST called from FDMEE • White papers provided for standard balances and BAI file format processing. • Inclusion in Data Management is a near term roadmap item • Note: Data Management support for ARCS Transaction Matching and Bank Administration Institute (BAI) formats available starting with 18.05. Hybrid for ARCS using FDMEE On-premise With Scripting and EPMAutomate
  23. 23. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Included in Oracle Cloud ERP • Tools -> Reports and Analytics • Select desired subject areas and create report • Generate output and export to CVS • Load using Data Management or Native Loading • Call OTBI webservices via SOAP • OTBI with REST API on roadmap Oracle Transactional Business Intelligence (OTBI) Export any Oracle ERP Cloud Data
  24. 24. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Orchestrate API calls – Cloud to Cloud and On-Premises • On premises to Cloud Options • ICS File Adapter • Requires on-prem agent • 10 MB file size limitation • ICS FTP Adapter • Requires ICS FTPAdapter and on-prem FTP Server • On-Prem FTP Server requires public IP Address • 1 GB file size limitation • Drill-through supported for Data Management load Oracle Integration Cloud Service (ICS) Orchestrate Integration using Cloud Service
  25. 25. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | • Command line access for EPM Cloud applications • Available for Windows and Linux • Easily schedule .bat or .sh files • Integrate with other scripts for end-to-end processes • e.g. Use Jython to pull from on-prem or cloud source • White paper available • Host EPMAutomate on-prem or PAAS • See documentation for full list of commands Using EPMAutomate Standalone or called from on-premise FDMEE
  26. 26. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Extract from Any Source and Load to the Cloud • EPMAutomate and Scripting – Source from any data source • On-prem or cloud • ERP, Database, 3rd party cloud app, etc. • Generate file from source to upload to the cloud – Load with EPMAutomate • Upload and process file – Enables integration from anything to the EPM cloud – Check the integration box during the sales cycle. – See KM 2325256.1 Oracle Confidential
  27. 27. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 27 Cloud and Hybrid Integration Overview (EPM Specific) Oracle EBS, PeopleSoft, JDE, Fusion APPs, SAP R/3 File Excel Other Systems Data Warehouse Data Mart EPM Cloud FDMEE 11.1.2.4.200+ File ERP Cloud Data Management Pod-2-Pod Requires FDMEE license. Direct integration from on-prem to EPM Cloud. Load, write-back, drill, scripting, etc. Drill through to an on-prem URL is supported by data management without on-prem FDMEE Excel Other Cloud Services Integration Cloud Service EPMAutomate Direct Connect and OTBI
  28. 28. Copyright © 2016 Oracle and/or its affiliates. All rights reserved. Native File Load • This is a feature of EPM Cloud • No additional license outside EPM Cloud • Software runs in EPM Cloud • File Based Load and Extract • Predefined format matching Planning Account Dimensionality • No drill or mapping Data Management • This is a feature of EPM Cloud • No additional license outside EPM Cloud • Software runs in EPM Cloud • File Based Load and Extract • Drill to Source in Stage and Drill Through to Source System • Mapping and Aggregation of Data Financial Data Quality Management (FDMEE) • This is a licensed product that is purchased in addition to EPM Cloud • Software runs on Customer Premise (Hardware Required) • Drill to Source in Stage and Drill Through to Source System • Mapping and Aggregation of Data • Ability to pull data directly from data sources with pre- built and universal adapters Integration Option - Details Oracle Confidential – Restricted 28
  29. 29. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Roadmap Confidential – Oracle Internal 29
  30. 30. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Safe Harbor Statement The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Confidential – Oracle Internal 30
  31. 31. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Data Management and EPM Cloud Services Release Highlights – June 2018 Oracle Confidential Data Management Included? On-Prem to Cloud Hybrid Support? Export from cloud or source for pod to pod? Load Text and Multi -Col Load Journals Integrate with Fusion GL Cloud PBCS Yes Yes Yes Yes NA Yes EPBCS Yes Yes Yes Yes NA Yes FCCS Yes Yes Yes Yes Yes Yes ARCS Yes TM in 18.05 Via scripting TBD NA NA Yes PCMCS Yes Yes Yes Yes NA Yes TRCS (Tax) Yes Yes Yes Yes TBD Yes Additional considerations: • Data Management not currently on roadmap for EPRCS or Essbase Cloud Service
  32. 32. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Recent Highlights R&D Underway Looking Forward  Text, Smartlist, Date support  GL Cloud Integration • Data, Drill, Writeback • Budget and budgetary writeback only  Netsuite • Saved search and drill • Metadata (18.04)  HCM Cloud • Metadata (18.05) • Generic metadata via a file (17.12)  Cloud Features Backported • Available in 11.1.2.4.210  Full Hybrid Support • Including GL Cloud  On-Premise release 11.1.2.4.220 (Dec ‘17)  ARCS – Transaction Matching and Bank File support (18.05)  Simplified UI (18.07) • Admin users • PBCS and EPBCS  Incremental File Load (18.08)  Oracle Cloud • Projects • Sales • Financials Sub-ledger  Data Import Simplification • Additional import format expressions  On-Premises Agent Journal Extract from FCCS  Actuals write-back to GL cloud  Additional Integrations • Enhanced ARCS Support  Export using OLU  Scripting  Integration with DMCS  Additional Integrations • Database Cloud Service • Pod-2-Pod Journals from FCCS  Oracle Cloud Financials • Sub-ledger • Auto-create from COA • Metadata support Oracle EPM: Data Management
  33. 33. Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 33 Simplified UI (18.07)
  34. 34. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Feature Comparison 34 FDMEE Data Management Flat file Processing   Pre Built Connection to Oracle branded Ledgers   Pre Built Connection to Oracle Fusion GL   Pre Built Connection to SAP ERP & DW   Direct Connection to relational data sources   Mapping   Multi-period Processing   Data Synchronization (Hybrid Mode)   Data Synchronization (Full Cloud Mode)   Automation   Import, Custom & Event Scripting   Custom Reports   Drill Through   Textual “data”   Flat file Master Data Integration  
  35. 35. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Relational Data Sources • FDMEE includes native ability to connect using a JDBC protocol – Open Interface Adaptor (OIA): Custom SQL – Universal Data Adaptor (UDA): Native connection to table or view • Eliminates flat files (security & process risk) • Eliminates process dependencies
  36. 36. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Hybrid Data Synchronization • Movement of data between on-premises systems and Oracle Cloud Services – On-premises EPM, Oracle SaaS, Oracle PaaS, Non EPM Systems • Enables “walking” to the cloud • Some sources/targets are native, others are configurable
  37. 37. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Scripting – Import Scripts
  38. 38. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Event & Custom Scripts • Enhancements to the data integration process – Batch Automation Reporting – Essbase Enhanced Validate • Leverage FDMEE as an automation hub beyond data integration
  39. 39. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Event & Custom Scripts – Example Output
  40. 40. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Other Limitations of Data Management • Tuning – Additional memory to the JVM – Timeouts – File size limits – Batch Commit Size • Security
  41. 41. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Misconceptions • Prebuilt Adaptors: Used only for sourcing data, not required for drill through • Drill Through: Available for on-premises and cloud; including to on-premises systems • Ports & Firewall: No firewall configuration or ports need to be opened to use FDMEE with cloud services • Licensing: If you own FDM Classic, you own FDMEE; adaptor suite is required for Cloud Service integration
  42. 42. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Decision Factors • Software Ownership • Number of Cloud Services Deployed/Deploying • Complexity of Integrations • Total Cost of Ownership • Existing ETL Standards
  43. 43. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Cloud Adoption Considerations • Scope/Complexity – How many business processes are we migrating to the cloud? – How many applications are we migrating to the cloud? – How many integrations need to be built? – How complex are the integration requirements of the organization? – Do we currently have FDM/FDMEE deployed? • Timeline – What resources can the organization dedicate to the project? • Cost – Do we already own FDM/FDMEE? – What is the skillset of resources? – What is the IT cost of additional hardware?
  44. 44. Business Analytics Solutions Provider: EPM, BI, and BD Technologies On-premises EPM Customer Customer Profile LedgerLink • Utilize Hyperion Enterprise • Utilize • Minimal data sources, all flat file Project Profile • Implement FCCS • PBCS as a Phase II Options • Leverage Cloud Data Management • Procure and leverage FDMEE
  45. 45. Business Analytics Solutions Provider: EPM, BI, and BD Technologies On-premises EPM Customer Customer Profile • • • • • – Mature, long time EPM customer Own HFM, Hyperion Planning v11.1.2.3 Leverage FDM Classic to load HFM, MAXL to load Planning Multiple data sources some flat file, some relational Data movement between EPM needed Project Profile • • Maintain HFM on-premises Migrate Hyperion Planning to EPBCS Options • Upgrade HFM and FDM Classic to FDMEE • Implement FDMEE as a stand-alone v2.4 environment • Leverage Cloud Data Management
  46. 46. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Hybrid EPM Customer Customer Profile • Mature, long time EPM customer • Own HFM & FDMEE (v2.4) & PBCS • Leverage FDMEE to load HFM, CDM to load PBCS • Multiple data sources – some flat file, some relational • Data movement from HFM to PBCS using EA, EPM Automate & CDM Project Profile • Implement PCMCS • Implement ARCS as Phase II Options • Continue FDMEE for on-premises, CDM for cloud deployments • Leverage FDMEE for all integrations including ARCS • Leverage FDMEE for all integrations except ARCS, CDM for ARCS
  47. 47. Business Analytics Solutions Provider: EPM, BI, and BD Technologies New Cloud EPM Customer Customer Profile • No existing Oracle EPM solutions • Multiple data sources – some flat file, SAP G/L Project Profile • Implement EPBCS Options • Procure and leverage FDMEE • Leverage Cloud Data Management
  48. 48. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Expanding Cloud EPM Customer Customer Profile • Implemented PBCS • Consolidation in PBCS • Multiple data sources, all flat file Project Profile • Expand PBCS usage – additional plan types • Implement PCMCS Options • Leverage Cloud Data Management • Leverage Smart Push • Procure and leverage FDMEE
  49. 49. Business Analytics Solutions Provider: EPM, BI, and BD Technologies White Paper • http://www.ranzal.com/business-analytics/enterprise-performance- management/data-governance-and-integration
  50. 50. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Questions
  51. 51. Business Analytics Solutions Provider: EPM, BI, and BD Technologies Additional Sessions 8 Speaker Sessions Monday, 6/11: • 10:45am – 11:45am: Baha Mar's All In Bet on Red - The story of integrating data and master data with PBCS, FCCS and ARCS • 2:30pm - 3:30pm: Visual Approach to Essbase Calcs: 2018 • 4:15pm - 5:15pm: Integrated Planning Using Enterprise Planning and Budgeting Cloud Service at Sims Metal Management Tuesday, 6/12: • 9:00am - 10:00am: FDMEE versus Cloud Data Management - The Real Story • 10:15am - 11:15am: Edgewater Ranzal: Winning Strategies for Oracle Cloud Adoption: Should You Test Drive, Lease, or Buy? • 2:15pm - 3:15pm: Why Should I Care About DVD? Blu-Ray is the New Thing, Right? Wednesday, 6/13: • 11:45am - 12:45pm: Putting Predictive Planning to Work • 2:15pm - 3:15pm: EPM Automate - Automating Enterprise Performance Management Cloud Solutions Visit us at Booth # 407

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