Taking Your Hyperion Upgrade to the Next Level

8/18/2019 Taking Your Hyperion Upgrade to the Next Level

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3 © 2014 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

Our Kscope14 Presenters

Improving the Long-Range Planning Process: Enabling a More Analytic Process Using Hyperion Strategic Finance

Scott Leshinski, Blue Stone - a Huron Consulting Group solutionWhen: June 23, 2014, Session 1, 10:45 am - 11:45 am

Bridging the Gap between the CFO and the CIO with OBIEE and Oracle Hyperion EPM System

Mike Nader , Blue Stone -- a Huron Consulting Group solutionWhen: June 24, 2014, Session 10, 4:45 pm - 5:45 pm

Expanding Your Analytic Horizons with MDX (Introduction to MDX)

Mike Nader , Blue Stone -- a Huron Consulting Group solution

When: June 25, 2014, Session 12, 9:45am - 10:45 amBulletproofing Excel and Smart View

Charles Beyer , Blue Stone - a Huron Consulting Group solutionWhen: June 25, 2014, Session 14, 2:00 pm - 3:00 pm

PDF Bursting into Workspace

Celvin Kattookaran, Blue Stone - a Huron Consulting Group solutionWhen: June 25, 2014, Session 16, 4:30 pm - 5:30 pm

Extending Your EPM and BI Solutions with Oracle Foundation SuiteDavid Collins, Blue Stone - a Huron Consulting Group solutionWhen: June 25, 2014, Session 16, 4:30 pm - 5:30 pm

THURSDAY DEEP DIVE: EPM Foundations

John Booth, Blue Stone -- a Huron Consulting Group solutionWhen: June 26, 2014, Session 17 - Deep Dive, 9:00 am - 11:00 am


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Kscope14 Client Event

If you are attending Kscope14 andwould like to attend our client

networking event, please reach out toSusan Mizerak at

[email protected] with your first and last name, email,

and company name.

mailto:[email protected]:[email protected]


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Why are we here?


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Why are we here?

The Hyperion 11.1.2.3 release is just over a year old and considered to be a stable platform. Forthose companies on the 9.3 and 11.1.1 platforms an upgrade is long overdue. For thosecompanies on the 11.1.2.0/1/2 releases the 11.1.2.3 release has very compelling features.

– Who are John, Huron, and BlueStone?

– What are the typical upgrade drivers

– When to lift and shift or redesign? – How long is a typical upgrade?

– Should we consider hosting or the cloud?

– Which software should I choose?

– What hardware makes sense?

– What are the upgrade best practices?


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Who are we?


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About me

Infrastructure and Integrations Leader

Infrastructure expert across the EPM and BI Foundation Suites

Conference speaker: Oracle OpenWorld and Kscope

Functional implementations on Essbase, FDM EE/Classic, Oracle

Data Integrator, and Planning

Co-author of Developing Essbase Applications

Contributor to Network 54 and Oracle Technical Network


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Blue Stone and Huron – Bringing the Power of Two


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Product Skill Sets

Experience with a wide variety of products and releases• Crystal Ball – all releases

• Data Relationship Management – all releases

• Essbase – Versions 5 through 11.1.2.3

• FDM Enterprise Edition

• Financial Close Management 11.1.2.X

• Financial Data Quality Management – Versions 8 though 11.1.2.3

• Financial Management – Versions 3.5 through 11.1.2.3

• Financial Reports and Web Analysis – Versions 7 through 11.1.2.3

• Oracle Business Intelligence 10.3, 11.1.1.X

• Oracle Data Integrator 10.3.5, 10.3.6, 11.1.1.X

• Profitability and Cost Management 11.1.2.x

• Planning – Versions 4 through 11.1.2.3

• Strategic Finance – all releases


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Why upgrade?


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Top 5 Upgrade Drivers

Support Compatibility New Features New Products Hardware End of

Life /Virtualization

Premier

support for

11.1.2 releases

through 2018

Office 2013 in

the latest

Smart View

releases

Oracle 12c

Windows 8

Foundation

RBDMS vs.

OpenLDAP

DRM

DRG Module

FR

Usage Tracking

HFM

Unlimited

Dimensions

PlanningForm &

Workflow

Essbase

Fix Parallel

Account

Reconciliation

Manager

Disclosure

Management

Financial Close

Manager

Tax Provisioning

Project FinancialPlanning

FDM EE

36 – 72 months

Aging physical

hardware is often

a candidate for

virtualization


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Release timelines and Microsoft certifications

Release Desktop Browser Office Windows Server / MS DB

9.3.1 XP, Vista IE 5,6,7 Office XP – 2007 Win Server: 2003

SQL Server: 2000 – 2005

9.3.3 XP, Vista, Win 7 IE 7,8 Office XP – 2010 Win Server: 2003

SQL Server: 2000 – 2008

11.1.1.1 - .2 XP, Vista IE 6,7 Office XP – 2007 Win Server: 2003

SQL Server: 2000 – 2005

11.1.1.3 XP, Vista, Win 7 IE 6,7,8* Office XP – 2010* Win Server: 2003

SQL Server: 2000 – 2005

11.1.1.4 XP, Vista, Win 7 IE 6,7,8,9 Office 2003 – 2010 Win Server: 2003 - 2008 R1

SQL Server: 2000 – 2008

11.1.2.0 XP, Vista, Win 7 IE 7,8 Office 2003 –

2010 Win Server: 2003 - 2008 R2SQL Server: 2005 – 2008

11.1.2.1 - .2 XP, Vista, Win 7 IE 7,8,9 Office 2003 – 2010 Win Server: 2003 - 2008 R2

SQL Server: 2005 – 2008

11.1.2.3 XP, Vista, Win 7,

Win 8*

IE 8,9,10* Office 2007 – 2013* Win Server: 2003 - 2008 R2

SQL Server: 2005 – 2008

* Supported with Hyperion patches; see certification matrices at:http://www.oracle.com/technetwork/middleware/bi-foundation/hyperion-supported-platforms-085957.html

© 2014 Huron Consulting Group. All rights reserved. Proprietary & Confidential.


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Product support for 11.1.2 and 11.1.1 as of May 2014

Major Product Releases Premier Support

11.1.2.x

Extended Support Sustaining Support

Through 11.1.1

Technical Support

Access to Knowledge Base

Updates and Fixes

Security Alerts

Pre-ExistingCritical Patch Updates Pre-Existing

Tax, Legal, and Regulatory Updates Pre-Existing

Upgrade Tools/Scripts Pre-Existing

Access to Platinum Services Pre-Existing

Certification with most existing

Oracle and third-party products

Certification with most new Oracle

and third-party products/versions

Major Product Releases


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Lift and shift vs. Redesign


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Lift and Shift vs. Redesign

When you hear the term “Lift and Shift” it means move the current software to the newversion with the least amount of changes; we regard this as a best practice.

Lift and Shift

– Application data and metadata are close but need tweaks

– Classic applications and would like to try EPMA

Redesign

– Business has measurably changed and the reporting capabilities no longer meet basicneeds

– New dimensionality needed; impacts rules, forms/grids, and reports – Some applications are no longer in use; need to reinvigorate the process

– Using legacy Hyperion software e.g. Enterprise or Pillar


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How long?


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Upgrade Approach

Requirements

and Design

Build and

Migrate

Training and

User

Acceptance

Deployment

and

Go-Live

Support

B u s i n e s s

I n f o r m a t i o n

T e c h n o l o g y

O r a c l e P a r t n e r

• Business Lead• Requirements Gathering• Establish Service Levels /

Performance Needs• Document Existing Issues• Establish training needs• Discuss Hyperion Version

• IT Lead• Requirements Gathering• Discuss Service Levels /

Performance Needs• Document Existing Issues• Define System Integrations• Establish / Validate Design• Establish training needs

• Business SME Review ofRequirements and TechnicalImplementation

• UAT Script Development

• Hardware / SoftwareProcurement

• Hardware Installation andBase Operating Systems

• Desktop Packaging• Installation Shadow• Review UAT Test Scripts

• Power User Training• End User Training• Acceptance Testing• Issue Tracking

• Change Control• Desktop Deployment• Production

Migration

• Partner Lead• Requirements Gathering• Discuss Service Levels• Review System Integrations• Establish / Validate Design• Installation Checklists• Discuss training options

• Hyperion Installations• Migration Activities• System Documentation• Security Provisioning• Training Development• UAT Script Development

• Integration Testing• Issues Tracking

• Train the trainer• Facilitate UAT• Integration Testing • Technical Break Fixes

• Production Migration • Post Go-Live Support• Technical Break Fixes

• Post Go-Live Support• Technical Break Fixes

• Issue Tracking• Go-Live decision basedon test results andissues list


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Implementation Timelines

Implementations range from two months to twelve months; this is driven by

many factors: – The release you choose

– Consider lead time for IT resources (both hardware and people)

– Your commitment to the process

– Organizational maturity and complexity

– Number of Products and Integrations (Regression and User Acceptance)

– Number of Users (Training, Software Deployment)

– Application Enhancements (Re-platform vs. Rebuild)


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System Architecture

Gigabit Ethernet

Red Hat Enterprise Linux 6.x

16 VCPU

48 GB RAM / 64 GB SWAP / 2 GB TMP

OS: 80 GB

APP: 100 GB

Oracle 11g client + .NET

Oracle HTTP Server

WebLogic 10.3.6 64-bit / JROCKIT 29

Calc Mgr Web

EAS Web

EPMA Web

Financial Reporting Web

FDMEE

Foundation Services Web

Oracle Business Intelligence (after DFAST)

Planning Web

Provider Services Web

RA Framework Services (Core Services)

Web Analysis Web

Workspace Web

Schemas

HYP_BIPLUS (200 MB)

HYP_DRM (500 MB)

HYP_EAS (200 MB)

HYP_EPMA (200 MB)

HYP_FDMEE (20 GB)

HYP_CALCMGR (200 MB)HYP_PLANSYS (200 MB)

HYP_PLANAPP1 (200 MB)





HYP_RULES (200 MB)

HYP_SS (200 MB)

HYP_STUDIO (200 MB)

OBI_BIPLATFORM (200 MB)*

OBI_MDS (200 MB)*

UPK_CONTENT (200 MB)

UPK_KCENTER (200 MB)

Database Server

4 VCPU

12 GB RAMOracle 11.2.0.4/12.1.x Database

See checklist for parameters

Windows Server 2008 R2 STD

12 VCPU

16 GB RAM / 24 GB PAGE

OS: 50 GB

APP / DATA: 8K IOPS - 1000 GB

IIS 7.5 (ASP 2.0.50727 / ASP.NET)

WebLogic 10.3.6 64-bit / JROCKIT 29 (HSF Web)

Oracle Data Providers for .NET

HSF App Server

HSF ASP Web Server

HSF Web (requires Windows)

EPM Architect Dimension Server

Schema Roles/RightsCREATE SESSION

CREATE VIEW

CREATE TYPE

CREATE TABLE

CREATE CLUSTER

CREATE TRIGGER

CREATE SEQUENCECREATE INDEXTYPE

CREATE PROCEDURE

CREATE ANY SYNONYM

DROP ANY SYNONYM

UNLIMITED TABLESPACE

Extend Tables by 500 MB

Auto Extend On

5 GB of TEMP Tablespace

NOTES:

Windows exclude app and data path

DRIVE:\Oracle from Antivirus

Linux Exclude installation path from

Antivirus

Any VMWARE file-systems must

be thick provisioned as EAGER ZERO.

NFS Shared VolumeRA Framework

Lifecycle Management

OBIEE

(across all environments)

Load Balancer

Sticky session based on source IP

3600 second TCP timeout

Red Hat Enterprise Linux 6.x

16 VCPU

64 GB RAM / 128 GB SWAP

OS: 50 GB Mirrored

TMP: 2 GB

APP: 200 GB

DATA: 50K IOPS - 1000 GB

Oracle Essbase

Oracle Essbase Studio

Windows Server 2008 R2 STD

4 VCPU


OS: 50 GB

APP / DATA: 200 GB

IIS 7.5 (ASP 2.0.50727 / ASP.NET)

.NET Framework 4.5

32-bit Oracle Client

UPK Knowledge Center 12.1

UPK Content Server 12.1

Windows Server 2008 R2 EE4 VCPU


OS: 50 GB

APP / DATA: 200 GB

IIS 7.5 (ASP 2.0.50727 / ASP.NET)

.NET Framework 4.0

Data Relationship Management

Foundation Services Web

12 GB / DRM application

Complicated architectures complicate projects;rationalize the architecture and simplify where it makes sense.Virtualization can help simplify.


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Product Integrations

Financial

ReportingSource Systems Financial Data

Management EE /

Oracle Data Integrator

DATA

Data Relationship

Management

METADATA

Relational

Database

DATA

MAPPINGS

Planning / Essbase

Crystal Ball

Strategic Finance

BI Foundation Suite

More integrations mean more regression testing


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Should we consider hosting or cloud?


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Hosting or Cloud?

Many times a decision to move from your own company datacenters to hosted or cloudsolutions is an Information Technology driven choice.

What about the Cloud?

Oracle has a robust cloud strategy now with the Planning Budgeting and Cloud Service

(PBCS) in full swing.

The cloud offers many times a more efficient way to deploy and upgrade software. If you

are on a Planning or Essbase only implementation with few integrations the cloud is

something to seriously consider for your future migrations.

What about Hosting?

Many firms including Huron offer hosting capabilities to place your licensed software in

an external data center. Many times this is driven by lack of internal Hyperion

knowledge, corporate direction, or cost reduction goals.

Huron has hosted offerings


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What software?


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Operating System Selection

Use an Operating System which your company has the skill set to support which isformally certified by Oracle for the your selected Hyperion version

Windows is still required for some key Hyperion Modules:

• EPM Architect (EPMA)

• Financial Management*• Financial Data Quality Management*

• Strategic Finance

Linux is a logical choice when migrating from related operating systems e.g. IBM AIX,

Oracle Sun Solaris, Hewlett Packard HP-UX.


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Database Selection

Use a Database which your company has the skill set to support which is formallycertified by Oracle for the your selected Hyperion version

Be aware of product limitations; some newer Oracle products only support Oracle DB on

the initial release. Review certification matrices and product notes


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What hardware?


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Physical vs. Virtual

Virtualization is the concept of running multiple copies of an operating system on one physicalserver.

These two things along with the drive to reduce cost of ownership have made virtualization morepopular than ever.

Modern virtualization software provides for a high level of fault tolerance with automaticmovement of running applications to redundant hardware in cases of system failure.

Virtualization Rules

1. Do not be the first enterprise application to adopt

2. Ensure Hyperion products have dedicated resources

3. Performance test the environment and have real performance data available to vet the virtualenvironment

4. Be aware of possible shared resource contention e.g. Storage Area Network

5. Be aware of the processor speed of prior environment vs. new environment

6. Do not reuse old hardware

.


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Why Exalytics

• New Challenges• Need to analyze/aggregate/display huge volume of data with extreme fast response time

• Solutions by Exalytics• High computing capacity: more CPUs/Memory• In-Memory Analytics: DW/Aggregates/Tmp in memory for extremely high performance• Fast inter-connectivity with InfiniBand• Fully Optimized: Analytics software is optimized to fully utilize the highly performing

hardware.• Performance

• OBIEE Accelerator• OracleEssbase Accelerator• Oracle In-Memory Data Caching• OracleBI Publisher Accelerator

“At Halliburton, we partnered with Huron to complete a Proof of Value

(POV) using Exalytics on our Hyperion Environment. Huron showed us

how we could use Exalytics to consolidate our servers and improve

calculations that are more than 3 times faster. We’ve had a world classHyperion environment for years, but now it has 33 fewer servers and

performs much better. Thank you Huron for completing work that

exceeded expectations.”

JR Irvin, Senior Manager

Financial Reporting Systems


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Exalytics X3-4

Operating System

Oracle Enterprise Linux

Compute

4 Intel® Xeon® E7-4870, 40 cores total

Memory

2 TB RAM

Networking

40 Gbps InfiniBand – 2 ports10 Gbps Ethernet – 2 ports1 Gbps Ethernet – 4 portsDedicated Integrated Lights Out Management (ILOM)

Storage

2.4 TB Flash5.4 TB Hard disk storage


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Exalytics T5-8

Operating System

Oracle Sun Solaris

Compute

8 SPARC T5 processors -128 cores total

Memory

4 TB RAM

Networking

40 Gbps InfiniBand – 4 ports10 Gbps Ethernet – 4 ports8 Gbps FibreChannel – 4 ports

Storage

6.4 TB Flash Storage9.6 TB Hard disk Storage


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Best Practices


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Best Practices

Identify upgrade goalsVendor Support (MS Office, Browser, Operating System, …)

Address existing issues (correct product issues, app design, or hardware design)

TimingEstablish a budgetUnderstand your IT lead-times

Establish change freezeSelect a time in the year that is least busy for user community

Identify internal and external resourcesMake the migration a priority

Management Team (Change Management)Internal IT Group (Server and Desktop Configuration)Consulting Partner (Implementation)User Community (Acceptance testing)


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Best Practices

Testing and Acceptance

Create formal test scripts to validate system and assure data quality;the more customized your environment is the more testing you will require

Perform application, user acceptance and performance / stress testing toensure application stability and system functionality

Environment SynchronizationDetermine method to keep new environment synchronized with old

Go LiveEstablish go/no-go checks starting two weeks before go-live

Roll out desktop updates based on a go decisionQueue up business and IT support staff to handle any issues


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Why Huron?


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Why Huron

Infrastructure expertise

– Proper sizing of environment – Proper installation and configuration

Product expertise

– Skills in individual products

– People with skills in multiple products

Domain expertise – Deep knowledge of accounting and finance

– Industry expertise

Relationship with Oracle

– Product issues will get addressed

The combination of all these things means – Your applications will run reliably and perform to your standards

– Your applications will solve the business problems they are designed to solve

– We will support you every step of the way


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Proven ability to handle road bumps

Auto Parts Manufacturer

Duplicate named journal interrupts HFM schema upgrade

Oil Services

Remote Desktop Timeout interrupts HFM schema upgrade

Executive Search Firm

Replaces physical with slower virtual machine

Electrical Parts Supplier

Reuses old hardware leading to performance issues

Manufacturing Firm

Defect with clustered core services


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Questions?


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41 © 2014 H C l i G All i h d P i & C fid i l

Contact Information

John A. Booth

Director, Huron Consulting GroupChicago, Illinois I USA

Office +1 312 663 7641Mobile +1 224 545 8820Email [email protected]

Taking Your Hyperion Upgrade to the Next Level

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