As we all know, EPM 11.2 is here! But…it was released too late in 2019 for most organizations to budget an on-premises EPM upgrade for Fiscal 2020. However, the end of support for 11.1.2.4 is also looming in 2021. If you’re staying on-premises, an upgrade to 11.2 should go live no later than December 2021 (earlier if subject to SOX controls). Rather than waiting for the next budget cycle to roll around, this webinar will show attendees how to prepare for an upgrade this year without spending significant time and capital. We’ll also share what we’ve learned while upgrading to 11.2, and what you can expect post-install.

1. EPM 11.2: Lessons Learned
and 2021 Preparedness

2. www.datavail.com 2
Director at Datavail, overseeing EPM Infrastructure and
24x7 Managed Service practices.
22 years of Arbor/Hyperion and Oracle EPM product
experience with leading companies like Sprint/Nextel, IBM,
and H&R Block.
Nearly 30 years of IT industry experience with complete
project development and ongoing production support cycles.
Specialties include EPM product installation/upgrades,
automation, utility/script development, performance tuning,
and troubleshooting.
Presenter
Dave Shay,
Director – EPM Infrastructure

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Today’s Agenda
Who is Datavail
EPM 11.2 release reference: key URLs to bookmark
Why upgrade?
Observations during the EPM 11.2 install
Post-install observations of what has changed
No 2020 capital budget? No problem!
Q&A

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Experience
Enterprise Performance Reporting Cloud Service (EPRCS)
Financial Close & Consolidation Cloud Service (FCCS)
Oracle Essbase
Planning Budgeting Cloud Service (E/PBCS)
Oracle Hyperion Data Relationship Management
Oracle Hyperion Financial Management
Oracle Hyperion Planning
Product Specializations
10+ years of
delivering
100’s of
consultants
On-Prem & Cloud
Experience

7. EPM 11.2 Release
References

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Dec 18, 2019 Release Announcement: https://blogs.oracle.com/proactivesupportepm/epm_112
EPM 11.2 Documentation: https://docs.oracle.com/en/applications/enterprise-performance-management/
11.2/index.html
Installation Readme: https://docs.oracle.com/en/applications/enterprise-performance-management/
11.2/icgrd/index.html
Certification Matrix (11.2 only): https://www.oracle.com/a/otn/docs/epm-11.2-cert-matrix.xlsx
Jan 2020 Critical Patch Update: https://www.oracle.com/security-alerts/cpujan2020.html
Dec 2021 Extension for 11.1.2.4: https://blogs.oracle.com/proactivesupportepm/updates-to-the-lifetime-
support-policy-extension-of-premier-support-for-enterprise-performance-management-epm-release-1112x
11.2 Release Information: https://blogs.oracle.com/proactivesupportepm/hyperion-enterprise-performance-
management-epm-112-on-premises-release-information
Web version of Install & Config guide: https://docs.oracle.com/en/applications/enterprise-performance-
management/11.2/hitis/launch.html
Links to Bookmark
*Links will be emailed to survey respondents

9. Why Upgrade?

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Benefits of Upgrading
EPM 11.2 extends lifetime of on-premises through
DEC 2030
EPM Cloud lifetime assumed to be perpetual
Windows Server 2019 certified for EPM 11.2
EPM 11.2 uses Java 8 and newer Oracle Middleware
technologies
New features expected to be rolled out for EPM 11.2
• No new features or certifications expected for 11.1.2.4
and prior
As of today, EPM 11.2
is primarily a back-end
technology refresh.
The chief benefit of
upgrading is to stay on
a supported platform.
This is a Risk
Management and
Compliance issue.

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Implications
of Staying
As-Is
EPM 11.1.2.4 defect & security remediation ends
DEC 2021
Support expiration dates:
• EPM 11.1.2.4 Extended Support expires DEC 2021
• EPM 11.1.2.3 and prior already expired
• Microsoft Windows Server and SQL Server 2012 expiration on
the horizon
• Java 6 / JRockit 6 used on the EPM servers: support expired
JAN 2019
Systems subject to SOX audit could be red-flagged due to
running unsupported software
Generally harder to upgrade the further behind you are
Secure Socket Layer (SSL) is insecure in 11.1.2.4 and prior

12. EPM 11.2
Observations

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Technical
Observations
Windows Defender more restrictive in MSWin 2019
vs 2012
Oracle RCU now required for all web deployments
• Primary learning curve in 11.2
• One RCU schema/database per application server
• Non-web services (e.g. Essbase) don’t need RCU
Oracle HTTP Server (port 19000) service missing
• Easy work around: simple start/stop scripts
Research in flight:
• LCM import/export for Financial Reports
• Planning RMI service startup failure
• Implications of Microsoft Secure MSAD patch
• TLS 1.2 (SSL documentation is out of date)

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What
Changed? HFR Studio thick client finally sunset
HFR scheduling menu has moved
Modules removed: Workforce, CapEx, EPMA, HSF, etc.
• See “Release Information” link for full list
Back-end Oracle Middleware generational leap forward
New features for HFM, Planning & Essbase not
here yet
Migration path: Only 11.1.2.4->11.2.0.0 is certified

15. No 2020 Upgrade Budget?
No Problem!
What you can do in
Fiscal 2020

16. Let’s Build a
Proof of Concept!
White paper with further explanation and
example VM specifications:
https://www.datavail.com/resources/how-
to-prepare-an-epm-11-2-poc-sandbox/
*Link will be emailed to survey respondents

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One virtual machine running Windows
Server 2019 can be your POC
environment
6-month free trial available for Server 2019
MS SQL Server 2016 Developer Edition
available free of charge & certified for 11.2
Download 11.2 at no charge; must be
current on annual Oracle maintenance
contract
Perform a fresh install of 11.2
Let’s Build a Proof of Concept!
Familiarize your team with “bumps in the
road” now vs. 2021’s crunch-time
Practice migrating your apps from PROD
into 11.2
• Note: Oracle only certifies migrating from
11.1.2.4
• 11.1.2.3 & older Essbase apps could migrate
OK; other EPM technologies doubtful
• Using EPMA? Workforce Planning? CapEx
Planning? Figure it out in 2020… not in
2021
Preparing now will make the “real” upgrade in 2021 go
much smoother!

18. POC Demo

19. Fill Out
Evaluation
Form
Fill out the session evaluation
form for a chance to WIN
a pair of our cool noise
cancelling headphones!
https://www.datavail.com/headphone-survey/

21. Questions &
Discussion