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Migration Approaches for FDMEE

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Migration Approaches for FDMEE

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Migration Approaches for FDMEE

  1. 1. Migration approaches for FDMEE The Heart of the Matter Francisco Amores & Tony Scalese Infratects & Edgewater Ranzal
  2. 2. DEEP EXPERTISE HOSTING CLOUD DESIGN CONFIGURATION INSTALLATION STRESS TESTING UPGRADES MIGRATIONS PATCHING INTEGRATION SUPPORT TRAINING INFRASTRUCTURE FOLLOW THE SUN SUPPORT 40+ CONSULTANTS 15+ YEARS EXPERIENCE 5 DATA CENTERS NA EMEA APAC DEDICATED MANAGED SERVICES & SUPPPORT TEAM FOCUSED 15 IN BUSINESS YEARS INFRATECTS FI INFRATECTS UK INFRATECTS NL2000 INFRATECTS AUS2008 2009 2012 INFRATECTS US2014 INFRATECTS SP2012 WWW.INFRATECTS.COM
  3. 3. Financial Close & Consolidations Business Intelligence/ Big Data Enterprise Planning & Analytics Data Integration Services Training & Support Services Advisory ServicesInfrastructure Costing & Profitability Mgmt Business Intelligence/Big Data • Scorecards & Dashboards; Mobile Delivery • Prepackaged Analytic Applications (OBIA) • BI Foundation (OBIEE / Essbase) • Financial & Operational Analytics • Reporting & Publishing • Big Data • Information Discovery (Endeca) • Business Intelligence Cloud Service (BICS) Financial Close & Consolidations • Legal, Segment, & Mgmt Reporting • Financial Performance & Close • Optimization & Performance Lab • Tax Provisioning • Regulatory Requirements Data Integration Services • ERP Integration • Financial Data Management • Data Warehousing • MDM & DRM • ETL Services and Automation Infrastructure • Hardware Sizing, Installation, & Configuration • Exalytics Benchmarking • System Monitoring, Backup, & Disaster Recovery • Upgrade & Migrations Advisory Services • Project/Program Management & Process Change • EPM & BI Road Maps Training & Support Services • Standard & Custom Training • Virtual Classroom • Multimedia and UPK • Service Level Agreements • Managed Services & Hosting • Performance Engineering Enterprise Planning & Analytics • Strategic Planning (HSF) & Modeling • Planning, Budgeting & Forecasting • Workforce, Capital, & Project Financial Planning • Public Sector Planning • Cloud Services Costing & Profitability Management • HPCM Standard & Detail Models • Waterfall Allocations • Shared Service Charges • Activity Based Costing • Customer, Product, Segment & LOB Profitability 4
  4. 4. Safe Harbor  The following is intended for information purposes only on behalf of Infratects and Edgewater Ranzal, and may not be incorporated into any contract. It is not a commitment to deliver any services or functionality, and should not be relied upon in making purchasing decisions. This provides no warranties with respect to the offerings described within. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Any third-party names, trademarks and copyrights contained in this document are the property of their respective owners
  5. 5.  FDMEE Vs. FDM  Migration Utility  Rebuild Vs. Migration Utility  Best Practices  Discussion Panel & Questions Agenda
  6. 6. Let’s Engage in Lively Discussion
  7. 7.  Numbers speak for themselves ● 80-90% of FDMEE implementations are migration projects Why today’s topic? FDMEE Projects New Migrations from FDM/ERPI ERP as a Source (EBS, PSFT, JDE, SAP) RDBMS as a Source 40 5 35 14 10 50 10 40 20 5
  8. 8. FDMEE Vs. FDM Area FDMEE beats FDM FDM beats FDMEE User Interface • Data grid / filtering • All Web based • Export to Excel all around Target System Integration • Calculation Scripts • ASO/HPCM • Adapter API for Essbase Source System Integration • Adapters / params • Native EBS/PSFT • Drill-through • Complex filter conditions in integration script
  9. 9. FDMEE Vs. FDM Area FDMEE beats FDM FDM beats FDMEE Mappings • Multi-dim • #SQL maps • Copy Maps Scripting • Jython • Custom Scripts • Workbench Script Editor • More Event Scripts • Accelerators Security • HSS Integration • Object Security Performance • ODI / Web Logic • Large data volumes • Map volume
  10. 10. FDMEE Vs. FDM
  11. 11.  ODI based tool ● Run 2 ODI Scenarios (Artifacts/Data)  Patch needed (V1.1) on 11.1.2.4 Migration Utility
  12. 12. Migration Utility Pros Cons • Good for *  * migrations • Historical Data • Can add prefix to artifacts • Just need the FDM Db • IT oriented tool • ODI knowledge • Can’t select artifacts • Not suitable for N apps • Manual post-actions • Double-check after migration is a MUST • Failure  re-start • Lacks investigative eye
  13. 13. Migration Utility Migrated Not Migrated (among others) • Target Adapters > App. Definitions • Global/Application Categories • Global/Application Periods • Logic Groups/Accounts • Validation Entity Groups/Items • Validation Rule Groups/Items • Import Formats • Locations (flat hierarchy) • Data Load Rules are auto-created (only for intersections with data) • Source Adapters • Customizations in Target Adapters • Custom Reports • Any Scripts • Import Format definition for script-based • Security • Orphan Locations and Import Formats • Log/Audit information
  14. 14.  Back-up FDM DB  Back-up FDMEE DB  LCM Export  Delete unused artifacts  Rename FDM dimensions (FM xxx)  Register EPMA apps before migrating  Not an ODI/SQL guy? Time to learn Migration Utility – Leading Practice
  15. 15.  Check target category and period maps  Re-create Check Rules  Create Import Formats for MP files  Configure System/Application Settings  Develop Security  Follow Drill Region post migration steps  Run aif_fdmee_misc.sql  Fix CS in Mappings(Oracle DB)  Rebuild ALL scripts   Rebuild any other not migrated artifact Migration Utility – Post Migration
  16. 16. Migration Utility – Real Life Configure Utility Run the Utility Check FDMEE Troubleshoot Errors ? Post- Migration Actions End-2-End Test in FDMEE NO YES Looks good? YES NO
  17. 17.  Troubleshooting ● Get SQL Query ● Run it manually ● Adjust FDM DB  Utility log in tmp Migration Utility – ODI Operator
  18. 18. Did you run it with no issues?
  19. 19.  Will take more time but allows you to ● Clean inactive artifacts ● Replace Custom with OOTB ● Improve maps (maintenance/performance) ● Involve customers for better knowledge transfer  Numbers again speaks for themselves ● We used migration utility at 2 customers (Infratects) ● We used migration utility at 0 customers (Ranzal) Rebuild Vs. Migration Utility
  20. 20. Rebuild Key Areas of Focus Area Considerations Source Integration • Technical configuration • Customizations Import Formats • Import scripts only when necessary • Concatenation vs multidim • Multi-period files Locations/DLRs • 1 Location with N DLRs / N Locations with 1 DLR? • # DLRs may explode when using multiple categories
  21. 21. Rebuild Key Areas of Focus Area Considerations Maps • #SQL better than #SCRIPT (Jython) • Multi-dim when possible • May require some additional indexes in the DB Scripts • Don’t rebuild line by line • Use one technology… Jython! Purging • Ask the customer for non-used artifacts Security • # HSS Groups may be large – can’t nest • Limited to UI page security
  22. 22.  Excel Interface ● Based on keys ● Very poor validation  What helped us ● Custom utility to generate LCM files ● Custom SQL utility with validations ● Custom Excel Template for maps Mixed Approach
  23. 23.  You don’t want this to happen Excel Interface
  24. 24.  So use at your own risk  Excel Interface
  25. 25. LCM Utility
  26. 26.  Generate mapping rules as text file  Scripts updated via SQL procedure Custom Map Generator Template
  27. 27.  Migration Workshop ● Analysis of FDM apps ● Skip/Migrate/New  Take your time for design ● Locations ● Maps ● Scripts  Unit Testing before End-2-End Best Practices
  28. 28.  Use Jython  All imports at the top, only required  fdmAPI.logxxxx  Use inline comments/doc strings  try….except….finally  Make it work then make it Jythonic  Create a framework (code reusability) Best Practices for Rebuilding Scripts
  29. 29.  Check Rules need to be re-created  Below rule WON’T work  What would you change? Let’s Play a Game!
  30. 30. Jython functions in lower case
  31. 31. After couple of hours…
  32. 32. Discussion Panel
  33. 33. Francisco Amores Torres Infratects francisco.amores@infratects.com @akafdmee Tony Scalese Edgewater Ranzal ascalese@ranzal.com @fdmeeguru Questions
  34. 34. Infratects 2401 Internet Blvd., Suite 101 Frisco, Texas 75034 Tel (214) 436-8987 Email: info@infratects.com Co-Presenter Francisco Amores Torres, Integration Specialist Herculesplein 32-34 Utrecht 3584 AA The Netherlands Tel +31 (0)88 238 08 00 Horton House Exchange Flags Liverpool L2 3PF Tel +44 (0) 7833 444717 Tekniikantie 14 Espoo 02150 Finland Tel +358 (0)40 559 2630
  35. 35. Edgewater Ranzal 108 Corporate Park Drive, Suite 105 White Plains, NY 10604 Tel (914) 253-6600 Email: info@ranzal.com Co-Presenter Tony Scalese, Integration Practice Director 45 Beech Street, Suite 109 London EC2Y 8AD United Kingdom Tel +44 (0) 2033 717 174 150 North Michigan Ave. Suite 2800 Chicago, IL 60601 Tel (312) 624-7738 200 Harvard Mill Square Suite 210 Wakefield, MA 01880 Tel (781) 246-3343

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