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Oracle EPM Road Map Strategy

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This information is for current Oracle EPM customers who are managing existing Hyperion environments and would like to understand the considerations when thinking about upgrading to a later version or not. This information comes following another successful year of Accenture completing Hyperion upgrades for various customers with various products under the EPM suite (for example HFM, Planning, Essbase, FDMEE). Therefore, we are in a great position to share this information with you as we believe that this will assist you in the definition of your own upgrade strategy taking necessary elements into consideration.

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Oracle EPM Road Map Strategy

  1. 1. January 2016 Oracle EPM Platform Road Map Strategy for the New Year
  2. 2. Copyright © 2015 Accenture. All rights reserved. 2 Content Oracle EPM Road Map Strategy • Introduction • Oracle EPM Version Status • Internet Explorer Version Dilemma • Upgrade Strategy Pros & Cons • Upgrade Hosting & Options • Accenture Cloud Hosting Solution • Oracle EPM Cloud Services Roadmap • Options Pros & Cons • Next Steps
  3. 3. Copyright © 2015 Accenture. All rights reserved. 3 Introduction Oracle EPM Road Map Strategy Maintaining a fully supported environment for Oracle EPM components means consistent alignment with the third party products that are required to run and access the EPM services such as Internet Explorer, MS Office and Windows server. Maintaining this alignment can be challenging as the vendors release new updates and limit support of previous versions. The objective of this presentation is to provide you with information that can assist you with the planning of your own strategy and road map for Oracle EPM in your organisation to help address this challenge. This also allows the opportunity to take advantage of the latest and greatest improvements in performance and functionality in the latest version that have been well documented by Oracle. The transition from old to new can be a challenge. Therefore, we have provided a high level description of some of the options available to support the process. The slides firstly look at the current status of the most commonly used versions previous to 11.1.2.4 and highlights the typical compatibility issues experienced with them. We then look at some high level options to help tackle these by providing feasible and supported upgrade solutions. The options vary considerably and include short and long term solutions. Therefore, we explore the pros and cons of these to allow you to take the necessary considerations into account when building your own road map and strategy for future upgrades.
  4. 4. Copyright © 2015 Accenture. All rights reserved. 4 Oracle EPM Version Status What’s the status of your version of Oracle EPM? • This is to help you understand the high level support status for various versions of Oracle EPM • The information used was taken from the Oracle Lifetime Support Policy http://www.oracle.com/us/support/library/lifetime-support-middleware-069163.pdf Version 11.1.2.4 The latest version of the EPM suite with new and enhanced functionality This is currently the only version of Oracle EPM that can run on Windows Server 2012 Version 11.1.2.3 Supports Internet Explorer version 11 (with .700 patch) Still known to be the most stable release of Oracle EPM Version 11.1.2.2 The base install of this version contains a considerable list of known defects. We recommend maintenance patch upgrade to 11.1.2.3.700 Version 11.1.2.1 Hyperion 11.1.2.1 is not compatible with Internet Explorer 10 or 11. In order to address this issue, you will need to upgrade to at least 11.1.2.3.700 Version 11.1.1.x Hyperion 11.1.1.3 is not compatible with IE 9 or later. Most components are only available in 32 bit mode only Version 9.x Premier support and Sustaining support is no longer available from Oracle Upgrade ASAP!
  5. 5. Copyright © 2015 Accenture. All rights reserved. 5 Third Party Compatibility Issues If you have any of these You could be facing one of the following If so, consider one of these Likely impact to Hyperion 2012 IS ONLY SUPPORTED ON HYPERION 11.1.2.4+ ONLY SUPPORTED ON 11.1.2.4. UPGRADE REQUIRED ONLY SUPPORTS IE 11 UPGRADE HYPERION 11.1.2.3.700 OR 11.1.2.4 UPGRADE HYPERION 11.1.2.3.700 OR 11.1.2.4 OFFICE 2013 IS ONLY SUPPORTED FROM 11.1.2.3.500 UPWARDS MS OFFICE 2010 OR OLDER MS WINDOWS 2008 SERVERS MS SQL 2008 SERVERS MS WINDOWS 7 OR 8 CLIENT PCS INTERNET EXPLORER 10 OR OLDER MAINSTREAM SUPPORT EXPIRED JAN 2015 MAINSTREAM SUPPORT EXPIRED JULY 2014 MAINSTREAM SUPPORT EXPIRES JAN 2015 MS SUPPORT FOR INTERNET EXPLORER EXPIRES JAN 2016 LIMITED SUPPORT AFTER OCT 2015 UPGRADE TO OFFICE 2013 UPGRADE TO INTERNET EXPLORER 11 UPGRADE TO WINDOWS 8??? UPGRADE TO MS SQL DATABASE 2012 UPGRADE TO MS WINDOWS SERVER 2012 Internet Explorer is now an immediate concern! • Microsoft are limiting the support for some of their most commonly used products (inc. Internet Explorer, Office, Windows Server). • Upgrading to remain supported by Microsoft will create knock on compatibility issues with Oracle Hyperion software
  6. 6. Copyright © 2015 Accenture. All rights reserved. 6 Internet Explorer Version Dilemma Support for older versions of Internet Explorer is coming to an end very soon! • Microsoft is ending support for Internet Explorer releases previous to version 11 in January 2016 • Upgrading to Internet Explorer 11 will mean compatibility issues with Oracle Hyperion 11.1.2.3.0 and older • The following describes some things to consider in relation to Oracle Hyperion EPM compatibility •If you’re using IE 6, 7, 8, 9 or 10 with Hyperion, it is likely that action is required to upgrade to IE 11 •Check the following page on Microsoft’s website for confirmation of your support status: https://support.microsoft.com/en-us/gp/microsoft-internet-explorer Check the support status of your IE version •The remainder of this slide assumes that the version compatibility issues of IE applies to you •If so, you need to consider the impact to Hyperion before upgrading to IE 11 so that your organisation can be made aware Does this issue apply to you? •IE 11 is not compatible with any version of Hyperion older than 11.1.2.3.0 •IE 11 is only fully compatible with Hyperion 11.2.3.700 and 11.1.2.4.x Internet Explorer 11 Compatibility •Contact us to help you define a plan with the most feasible options given your specific circumstances •Consider the long and short term options based on pros and cons Suggested Action
  7. 7. Copyright © 2015 Accenture. All rights reserved. 7 Upgrade Strategy Pros & Cons How should you upgrade? PROS CONS IN-PLACE UPGRADE • This is the quickest easiest method to upgrade to the newest version • Minimal new hardware is required • The applications and data do not need to be migrated • More advisable for smaller upgrade leaps e.g. 11.1.2.2 to 11.1.2.3 • This is the highest risk option available due Possible corruption of install files during upgrade • No smooth roll back plan for contingency should the upgrade fail • Limited time for extending system testing or BAU testing • No opportunity for a parallel run PARALLEL BUILD • Allows the old system to remain un-impacted by the upgrade throughout the duration of the project • Allows the opportunity to address any potential design issues in the new system • Reduces risk by allowing maximum amount of time required for all testing activities • Provides a fully robust roll back solution for go- live contingency • More time and effort is required to design and build a new system in parallel • More hardware will be required to host the new servers • The data and applications in the old system will need to be migrated and upgraded to the new version • If you now have some considerations from the previous slides that may require you to consider an upgrade, you should consider the options available for doing so and the associated pros and cons. • These are two common methods used by Hyperion clients. In some cases it may also be possible to adopt a hybrid of the two in order to get the best of both worlds.
  8. 8. Copyright © 2015 Accenture. All rights reserved. 8 Upgrade Hosting & Options What upgrade strategy is more suited for you? Taking into consideration the hosting options that will be available in the next few years, we envisage three options to be considered as part of your upgrade strategy for long or short term planning. The most valid option for you is likely to be dependant on your own time and budget constraints as well as sensitivity to risk: MINIMAL AVAILABILITY OF TIME & BUDGET IN-PLACE UPGRADE MAXIMUM RISK MINIMUM TESTING RISK AVERSE BUT TIME & BUDGET IS AVAILABLE PARALLEL BUILD (CLOUD OR ON PREMISE) LOWEST RISK & MAXIMUM TESTING OK FOR NOW LONGER TERM PLAN REQ. MIGRATE TO ORACLE CLOUD SERVICES WHEN THE REQURED FUNCTIONALITY IS AVAILABLE THE FULL EPM SUITE IS NOT YET FULLY ESTABLISHED (TBD)
  9. 9. Copyright © 2015 Accenture. All rights reserved. 9 When considering to upgrade to a later version, you have the option of moving to our private cloud solution which has been designed and optimized to provide you with a secure, optimized, fully managed solution designed specifically for Oracle Hyperion EPM. Partnering with market leading data centre providers means that clients are offered an environment that meets the requirements of some of the most highly regarded global accreditations and control standards for global data centres. Potential Benefits • All existing Oracle EPM products on general availability are fully supported • Greater flexibility to facilitate increases in user numbers • Cap-Ex free (pay as you go) • Cost-effective – cheaper and easier than self-hosting • Offsets the stress of maintaining and supporting another complex system • Flexible Service Level Agreements for support and availability • Software updates controlled, regulated and documented as necessary • No on-going I.T. staff commitment. Support desk is based in the UK • Zero infrastructure outlay • Full and secure integration Accenture Cloud Services Hosting Solution
  10. 10. Copyright © 2015 Accenture. All rights reserved. 10 Accenture Cloud Services Cont. Full & Secure Integration • A secure VPN connection from the customer site to their own private network within the Accenture Cloud • Users can connect directly to services in the cloud using Internet Explorer and the Excel Smart View plugin • Can be integrated with AD so users can also log into Hyperion using their own desktop usernames and passwords Support & Maintenance Includes Infrastructure support & maintenance, provided via our UK-based Support & Excellence centre, to cover the Oracle Hyperion deployment in order to proactively maintain a robust and stable system: • Technical Support: Technical Support of the Cloud Infrastructure and the installed Hyperion product(s) • Monthly Maintenance: Monthly environment health check, preventative maintenance routines and supporting documentation • Patch Monitoring: On-going, proactive review of Oracle patch release documentation and application of latest bug-fix patches • Relationship Management: Management of the client relationship with Oracle Support including escalation and feedback • Critical Period Support: Provision of dedicated out-of-hours critical period support at additional cost PRIVATE CLOUD ENVIRONMENT VPN TUNNEL FIREWALL FIREWALL WWW CLIENT NETWORKS DATABASE SERVERS WEB/APPS SERVERS
  11. 11. Copyright © 2015 Accenture. All rights reserved. 11 Oracle EPM Cloud Services Roadmap Oracle’s own SAAS Solutions for EPM in the cloud Oracle have released a public cloud SAAS solution for Planning & Budgeting and Reporting services. These products have been widely adopted but have limited functionality when compared to the classic deployment versions available today. No release dates have been announced for the remaining cloud components, such as Financial Consolidation & Close Cloud Service (FCCS). It is not known what level of functionality will be available in FCCS when it is released. Cloud Service Component Current Status Target Release Date Planning & Budgeting Cloud Service General Availability NA Enterprise Performance Reporting Cloud Service General Availability NA Enterprise Planning & Budgeting Cloud Service Active Development TBD Essbase Cloud Service Active Development TBD Financial Consolidation & Close Cloud Service Active Development TBD Account Reconciliation Cloud Service Active Development TBD Tax Provisioning & Reporting Cloud Service Active Development TBD Profitability & Cost Management Cloud Service Active Development TBD Oracle EPM version 12 Active Development TBD
  12. 12. Copyright © 2015 Accenture. All rights reserved. 12 Options Pros & Cons Further Breakdown & Summary of Upgrade & Hosting Options Option Pros Cons Do nothing • No expense • No effort • No compatibility with IE 11 • Remain on burning platform (2008) In-place upgrade to 11.1.2.3.x on existing hardware • Full compatibility with IE 11 • Full support for FDM classic (no upgrade to FDMEE) • No migration required. So least effort of all options • Remain on burning platform (2008) • Minimal window available to fully test before go-live • Continue to manage and maintain own servers Upgrade to 11.1.2.3.x on Accenture’s Private Cloud • Full compatibility with IE 11 • Fully private, highly secure, global standard DC facilities • Maximum flexibility to fully test in parallel pre go-live • Cap-Ex free (pay as you go) • No on-going I.T. staff commitment • Fully integrates with client AD system • Additional effort to migrate • Remain on burning platform (2008) • Migration required Upgrade to 11.1.2.4 on new hardware on premise • Full compatibility with IE 11 • Fully supported and current OS (Server 2012) • Maximum flexibility to fully test in parallel post go-live • Migration Required • FDM classic apps must be rebuilt into FDMEE Upgrade to 11.1.2.4 on Accenture’s Private Cloud • Full compatibility with IE 11 • Fully private, highly secure, global standard DC facilities • Maximum flexibility to fully test in parallel pre go-live • Cap-Ex free (pay as you go) • No on-going I.T. staff commitment • Fully integrates with client AD system • Migration Required • FDM classic is not available in 11.1.2.4. FDM classic apps require rebuild into FDMEE Migrate to Oracle Cloud Services • Fully supported and current software • Maximum flexibility to fully test in parallel pre go-live • Cap-Ex free (pay as you go) • No on-going I.T. staff commitment • No release dates have been confirmed as yet • Initial functionality will not be like for like • Solution is a public cloud service • Does not integrate with client AD system Upgrade to Oracle EPM version 12 • Will be compatible with later versions of third party products (Windows, Office, IE) • Further enhanced user functionality • More closely integrated into the Oracle Fusion product stack • Not currently available on general release • No specific date has been announced for its release • We anticipate the initial release to have a number of bugs and/or stability issues
  13. 13. Copyright © 2015 Accenture. All rights reserved. 13 Next Steps Contact Us If you have any questions about any of the information in this document, please contact Accenture’s Oracle Hyperion Infrastructure team in the UK to discuss a more specific road map and upgrade strategy for your organisation. Contact Details: PHONE: Call us on +44 (0) 1962 607 840 E-MAIL: Oracle Hyperion Infrastructure Team UK: epm_infrastructure@accenture.com mitch.duffus@accenture.com

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