Finit solutions hfm managing metadata epma versus classic_march 2014

2,090 views

Published on

0 Comments
3 Likes
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
2,090
On SlideShare
0
From Embeds
0
Number of Embeds
29
Actions
Shares
0
Downloads
12
Comments
0
Likes
3
Embeds 0
No embeds

No notes for slide
  • COE
  • COE
  • COE
  • COE
  • 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
  • ER
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • COE
  • ER
  • ER
  • ER
  • ER
  • ER
  • ER
  • ER
  • Finit solutions hfm managing metadata epma versus classic_march 2014

    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 - • Some Finit Clients
    9. 9. www.finitsolutions.com - 9 - Question and Answer
    10. 10. www.finitsolutions.com - 10 - 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
    11. 11. www.finitsolutions.com - 11 -  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
    12. 12. www.finitsolutions.com - 12 -  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?
    13. 13. www.finitsolutions.com - 13 - 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
    14. 14. www.finitsolutions.com - 14 - 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
    15. 15. www.finitsolutions.com - 15 -  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
    16. 16. www.finitsolutions.com - 16 -  Classic Creating an HFM Application
    17. 17. www.finitsolutions.com - 17 -  EPMA Creating an HFM Application Application Library > < Auto Create Local Dimensions Define Customs >
    18. 18. www.finitsolutions.com - 18 -  EPMA Creating an HFM Application Populate Calendar Dimensions > Set Up Rate Accounts > Define Application Settings >
    19. 19. www.finitsolutions.com - 19 - Dimensions Note: EPMA application is not the same as HFM application
    20. 20. www.finitsolutions.com - 20 - Dimension Association
    21. 21. www.finitsolutions.com - 21 -  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
    22. 22. www.finitsolutions.com - 22 - Methods of Loading Metadata  Classic Desktop Client
    23. 23. www.finitsolutions.com - 23 - Methods of Loading Metadata  Classic Web Client
    24. 24. www.finitsolutions.com - 24 - Methods of Loading Metadata  EPMA Dimension Library Shared Services - Import Profile - LifeCycle Management (LCM)
    25. 25. www.finitsolutions.com - 25 - Sharing Metadata EPMA CLASSIC Shared Library Extract and Load to another App
    26. 26. www.finitsolutions.com - 26 - Comparing Metadata EPMA CLASSIC Compare to Shared Library or Deployed Application Text editor to compare extracts
    27. 27. www.finitsolutions.com - 27 - 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.
    28. 28. www.finitsolutions.com - 28 - Logging – Process EPMA CLASSIC Job Console No equivalent
    29. 29. www.finitsolutions.com - 29 - Renaming Members EPMA CLASSIC Retains data Extract data - rename member – edit extracted data file – reload data file
    30. 30. www.finitsolutions.com - 30 - Exclude Members EPMA CLASSIC Can exclude member/s from Shared Library and deploy application Delete member
    31. 31. www.finitsolutions.com - 31 - 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)
    32. 32. www.finitsolutions.com - 32 - Default Parent EPMA CLASSIC Automatically Updated – no need to specify Specify default parent or leave blank when member is moved
    33. 33. www.finitsolutions.com - 33 - 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)
    34. 34. www.finitsolutions.com - 34 - 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)
    35. 35. www.finitsolutions.com - 35 - Diagnostics EPMA CLASSIC Tests common issues with EPMA application or process state No equivalent
    36. 36. www.finitsolutions.com - 36 - Transforming Classic to EPMA Copy Classic Application Basic Transformation Steps
    37. 37. www.finitsolutions.com - 37 - Transforming Classic to EPMA Register Application with Shared Services
    38. 38. www.finitsolutions.com - 38 - Transforming Classic to EPMA Provision user as Application Administrator
    39. 39. www.finitsolutions.com - 39 - Transforming Classic to EPMA Transform Classic to EPM Architect
    40. 40. www.finitsolutions.com - 40 - 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
    41. 41. www.finitsolutions.com - 41 -  Lifecycle Management Destination: File System LCM
    42. 42. www.finitsolutions.com - 42 -  HFM Artifacts Destination : HFM application or File System LCM
    43. 43. www.finitsolutions.com - 43 -  Lifecycle Management Save as same file format before Importing after Edit. Shared Services = .csv EPMA artifact - .lcmext LCM
    44. 44. www.finitsolutions.com - 44 -  Lifecycle Management LCM
    45. 45. www.finitsolutions.com - 45 -  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
    46. 46. www.finitsolutions.com - 46 -  Copy contents to Excel  Text to Columns  Add Formula  Copy contents to Text LCM – Editing in Excel
    47. 47. www.finitsolutions.com - 47 - 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)

    ×