FDMEE versus Cloud Data Management - The Real Story

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Integrated Business Analytics Solutions
FDMEE versus Cloud Data Management
The Real Story
Mike Casey & Tony Scalese
12 June 2018

Agenda
• About Ranzal & The Presenters
• Data Management and Common Use Cases
• Product Roadmap
• Functionality Comparison
• Misconceptions
• Decision Factors
• Cloud Adoption Considerations
• Sample Scenarios
• Q&A

3
Comprehensive Business Solutions
Ranzal’s solutions drive improved business performance
through better decision making, strong customer
engagement and optimized operations
Deep Oracle Partnership Drives Customer Value Adaptable Deployment Models
Diverse Client Portfolio & Industry Expertise
Bio Tech and
Pharma
Medical
Supplies
Team Highlights
Multiple
Oracle ACEs
Seasoned delivery
team with avg ~6
yrs serving Ranzal
clients
Experienced
mgmt team with
avg 12 yrs leading
Ranzal
About RanzalAbout Ranzal

About Tony
• Vice President of Technology at Edgewater Ranzal
– Internal focus: Standards and quality control
– External focus: Brand growth and relationship management
• More than 17 years in the Oracle Hyperion Suite
– Former Hyperion & Upstream administrator
– Over 12 years of consulting experience
• Certified in various Oracle Hyperion technologies
• Oracle ACE recognized for contributions in the BI track which includes EPM
• Blog: http://www.fdmeeguru.com
• Twitter: @fdmeeguru
• Two published books on FDMEE
– The Definitive Guide to Oracle FDMEE
– Oracle FDMEE Scripting: Essential Elements

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal 5
Integration Overview

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 6
Cloud and Hybrid Integration Overview
Oracle EBS,
PeopleSoft, JDE, Fusion
APPs, SAP R/3
File
Excel
Other
Systems
Data Warehouse
Data Mart
EPM Cloud
As customers incrementally migrate to the
cloud, integration between on-premise,
EPM Cloud and other branded cloud
services becomes critical
Oracle and
Non-Oracle
Cloud
How do you
implement the
arrows?

Hybrid Implementation Support
• Financial Data Quality
Management, Enterprise
Edition (FDMEE)
– Recommended approach for
Hybrid Integration
• Easily integrate cloud and on-
premise applications
• Virtually any source or target
• Lift and shift your on-premise
Planning apps to the cloud
Oracle Confidential

Data Management
FDMEE in the Cloud
Confidential – Oracle Internal 8

• Flat file or directly from Oracle GL Cloud
• Included in all cloud services except EPRCS
• Any format
• Delimited, fixed width, multi-column, text, etc.
• Map data to transform from source
• Robust features provided to manage the data loading
workflow process
• Drill-through to source possible if HTTP:// landing page
available
• Log files available from Process Details to investigate issues or
“Provide Feedback”
Integration using Data Management
Transform and load from any source

• Utilize data outside of EPM Cloud applications
• Easy setup in Data Management
• Use custom application as target
• Filter and save as delimited file
• Extracted to Data Management outbox
• Download by hand or with EPMAutomate
• Customize to provide additional dimensionality beyond EPM
Filter and Extract Data

• Data not in target specific format
• Manage process with workflow, audit and controls
• Drill-through to source
• Prototype with native loading, then transition to Data
Management as complexity increases
Preferred Use Case

• Command line access for EPM Cloud applications
• Available for Windows and Linux
• Easily schedule .bat or .sh files
• Integrate with other scripts for end-to-end processes
• See documentation for full list of commands
Automating the Data Integration Process
Using EPMAutomate

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal 13
Use Cases

• Specific format for each EPM cloud service
• Import/Export Data and Metadata
• Execute manually, schedule with UI or EPMAutomate/REST
• Drill-through not supported
Native Cloud Data Loading
Provided by each EPM Cloud Service

• Register EPM Cloud application in FDMEE
• Looks and acts like on-prem application
• Drill-through from cloud natively supported
• 2-Way integration for PBCS, EPBCS and FCCS
• Extract from TRCS, ARCS and journals from FCCS on
roadmap
• Use scripting to extend to other services as needed
• Important tool to facilitate incremental move to cloud
On-Premise to EPM Cloud
Using On-Premise FDMEE

• Flat file or Oracle GL Cloud, HCM Cloud or Netsuite
• Included in all cloud services except EPRCS
• Any format
• Delimited, fixed width, multi-column, text, etc.
• Map data to transform from source
• Robust features provided to manage the data loading
workflow process
• Drill-through to source possible if HTTP:// landing page
available
• Use log files available from Process Details to investigate
issues
Transform and load from any source

• Synch data between EPM Cloud service instances
• Supported sources – PBCS, EPBCS, FCCS, PCMCS, TRCS
• Journals from FCCS and balances from ARCS not supported
• Setup consistent with loading from a file
• Pick source, target, mapping, data load rule
• Drill available to Data Management
• Direct page links for PBCS and EPBCS
• Form or Dashboard with POV
Cloud to Cloud
Using Data Management

• User/Password and WSDL for connection setup
• Includes GL Balances and Budgetary Control
• Write back as budgets or to Budgetary Control
• Drill-through automatically configured
• Oracle GL Cloud also available in Hybrid mode with FDMEE
Oracle GL Cloud to EPM
Pre-built Integration

• Predefined content for EPBCS – Workforce Planning
• Standard HCM Extract
• Each person/resource in HCM
• Customize as needed
• Pre-built mapping in Data Management
• Data and Metadata
• Supports WFP and SWFP
• Customize pre-built integration if needed
• Framework for custom user defined HCM extracts
• Available now!
Oracle HCM Cloud to EPM

• Netsuite “Saved Search” available as integration source
• Any saved search - GL, AR, AP, etc.
• Production and sandbox environments
• Available for PBCS/EPCS with Data Management
• Available now
• Apply Netsuite PBCS bundle
• Data and Metadata
• Other EPM services available soon
Oracle Netsuite to EPM Cloud

Projects Cloud to EPM Cloud
• Export Project Details and Budgets
• Use SOAP api or OTBI (Oracle Transactional Business
Intelligence
• Load with Data Management or Native Planning
EPM Cloud to Projects Cloud
• Export using Data Management or Smart view
• Import to Projects with SOAP or FBDI
• FBDI – File Based Data Import
• Project and Budget spreadsheet
• Construct SOAP payload as needed
Mapping between systems is most important step
Oracle Projects Cloud (PPM) to EPM Cloud
Manual Process

• Process import file with FDMEE
• Generate export file with event script
• Post to ARCS with EPMAutomate or REST called from FDMEE
• White papers provided for standard balances and BAI file
format processing.
• Inclusion in Data Management is a near term roadmap item
• Note: Data Management support for ARCS Transaction
Matching and Bank Administration Institute (BAI) formats
available starting with 18.05.
Hybrid for ARCS using FDMEE On-premise
With Scripting and EPMAutomate

• Included in Oracle Cloud ERP
• Tools -> Reports and Analytics
• Select desired subject areas and create report
• Generate output and export to CVS
• Load using Data Management or Native Loading
• Call OTBI webservices via SOAP
• OTBI with REST API on roadmap
Oracle Transactional Business Intelligence (OTBI)
Export any Oracle ERP Cloud Data

• Orchestrate API calls – Cloud to Cloud and On-Premises
• On premises to Cloud Options
• ICS File Adapter
• Requires on-prem agent
• 10 MB file size limitation
• ICS FTP Adapter
• Requires ICS FTPAdapter and on-prem FTP Server
• On-Prem FTP Server requires public IP Address
• 1 GB file size limitation
• Drill-through supported for Data Management load
Oracle Integration Cloud Service (ICS)
Orchestrate Integration using Cloud Service

• Command line access for EPM Cloud applications
• Available for Windows and Linux
• Easily schedule .bat or .sh files
• Integrate with other scripts for end-to-end processes
• e.g. Use Jython to pull from on-prem or cloud source
• White paper available
• Host EPMAutomate on-prem or PAAS
• See documentation for full list of commands
Using EPMAutomate
Standalone or called from on-premise FDMEE

Extract from Any Source and Load to the Cloud
• EPMAutomate and Scripting
– Source from any data source
• On-prem or cloud
• ERP, Database, 3rd party cloud app, etc.
• Generate file from source to upload to
the cloud
– Load with EPMAutomate
• Upload and process file
– Enables integration from anything to
the EPM cloud
– Check the integration box during the sales
cycle.
– See KM 2325256.1
Oracle Confidential

Cloud and Hybrid Integration Overview
(EPM Specific)
Oracle EBS,
PeopleSoft, JDE, Fusion
APPs, SAP R/3
File
Excel
Other
Systems
Data Warehouse
Data Mart
EPM Cloud
FDMEE
11.1.2.4.200+
File
ERP
Cloud
Data
Management Pod-2-Pod
Requires FDMEE license.
Direct integration from on-prem to EPM Cloud.
Load, write-back, drill, scripting, etc.
Drill through to an on-prem URL is supported by
data management without on-prem FDMEE
Excel
Other
Cloud
Services
Integration
Cloud
Service
EPMAutomate
Direct Connect
and OTBI

Copyright © 2016 Oracle and/or its affiliates. All rights reserved.
Native File Load
• This is a feature of EPM Cloud
• No additional license outside
EPM Cloud
• Software runs in EPM Cloud
• File Based Load and Extract
• Predefined format matching
Planning Account
Dimensionality
• No drill or mapping
Data Management
• This is a feature of EPM Cloud
• No additional license outside
EPM Cloud
• Software runs in EPM Cloud
• File Based Load and Extract
• Drill to Source in Stage and
Drill Through to Source System
• Mapping and Aggregation of
Data
Financial Data Quality
Management (FDMEE)
• This is a licensed product that is
purchased in addition to EPM
Cloud
• Software runs on Customer
Premise (Hardware Required)
• Drill to Source in Stage and
Drill Through to Source System
• Mapping and Aggregation of
Data
• Ability to pull data directly
from data sources with pre-
built and universal adapters
Integration Option - Details
Oracle Confidential – Restricted 28

Roadmap

Safe Harbor Statement
The preceding is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

Data Management and EPM Cloud Services
Release Highlights – June 2018
Oracle Confidential
Data Management
Included?
On-Prem to Cloud
Hybrid Support?
Export from cloud
or source for pod
to pod?
Load Text and
Multi -Col
Load Journals Integrate with
Fusion GL Cloud
PBCS Yes Yes Yes Yes NA Yes
EPBCS Yes Yes Yes Yes NA Yes
FCCS Yes Yes Yes Yes Yes Yes
ARCS Yes
TM in 18.05
Via scripting TBD NA NA Yes
PCMCS Yes Yes Yes Yes NA Yes
TRCS (Tax) Yes Yes Yes Yes TBD Yes
Additional considerations:
• Data Management not currently on roadmap for EPRCS or Essbase Cloud Service

Recent Highlights R&D Underway Looking Forward
 Text, Smartlist, Date support
 GL Cloud Integration
• Data, Drill, Writeback
• Budget and budgetary writeback only
 Netsuite
• Saved search and drill
• Metadata (18.04)
 HCM Cloud
• Metadata (18.05)
• Generic metadata via a file (17.12)
 Cloud Features Backported
• Available in 11.1.2.4.210
 Full Hybrid Support
• Including GL Cloud
 On-Premise release 11.1.2.4.220 (Dec ‘17)
 ARCS – Transaction Matching and Bank File
support (18.05)
 Simplified UI (18.07)
• Admin users
• PBCS and EPBCS
 Incremental File Load (18.08)
 Oracle Cloud
• Projects
• Sales
• Financials Sub-ledger
 Data Import Simplification
• Additional import format expressions
 On-Premises Agent
Journal Extract from FCCS
 Actuals write-back to GL cloud
 Additional Integrations
• Enhanced ARCS Support
 Export using OLU
 Scripting
 Integration with DMCS
 Additional Integrations
• Database Cloud Service
• Pod-2-Pod Journals from FCCS
 Oracle Cloud Financials
• Sub-ledger
• Auto-create from COA
• Metadata support
Oracle EPM: Data Management

Simplified UI (18.07)

Business Analytics Solutions Provider: EPM, BI, and BD Technologies
Feature Comparison
34
FDMEE Data Management
Flat file Processing  
Pre Built Connection to Oracle branded Ledgers  
Pre Built Connection to Oracle Fusion GL  
Pre Built Connection to SAP ERP & DW  
Direct Connection to relational data sources  
Mapping  
Multi-period Processing  
Data Synchronization (Hybrid Mode)  
Data Synchronization (Full Cloud Mode)  
Automation  
Import, Custom & Event Scripting  
Custom Reports  
Drill Through  
Textual “data”  
Flat file Master Data Integration  

Relational Data Sources
• FDMEE includes native ability to connect using a
JDBC protocol
– Open Interface Adaptor (OIA): Custom SQL
– Universal Data Adaptor (UDA): Native connection to
table or view
• Eliminates flat files (security & process risk)
• Eliminates process dependencies

Hybrid Data Synchronization
• Movement of data between on-premises systems
and Oracle Cloud Services
– On-premises EPM, Oracle SaaS, Oracle PaaS, Non
EPM Systems
• Enables “walking” to the cloud
• Some sources/targets are native, others are
configurable

Scripting – Import Scripts

Event & Custom Scripts
• Enhancements to the data integration process
– Batch Automation Reporting
– Essbase Enhanced Validate
• Leverage FDMEE as an automation hub beyond
data integration

Event & Custom Scripts – Example Output

Other Limitations of Data Management
• Tuning
– Additional memory to the JVM
– Timeouts
– File size limits
– Batch Commit Size
• Security

Misconceptions
• Prebuilt Adaptors: Used only for sourcing data, not
required for drill through
• Drill Through: Available for on-premises and cloud;
including to on-premises systems
• Ports & Firewall: No firewall configuration or ports need
to be opened to use FDMEE with cloud services
• Licensing: If you own FDM Classic, you own FDMEE;
adaptor suite is required for Cloud Service integration

Decision Factors
• Software Ownership
• Number of Cloud Services Deployed/Deploying
• Complexity of Integrations
• Total Cost of Ownership
• Existing ETL Standards

Cloud Adoption Considerations
• Scope/Complexity
– How many business processes are we migrating to the cloud?
– How many applications are we migrating to the cloud?
– How many integrations need to be built?
– How complex are the integration requirements of the organization?
– Do we currently have FDM/FDMEE deployed?
• Timeline
– What resources can the organization dedicate to the project?
• Cost
– Do we already own FDM/FDMEE?
– What is the skillset of resources?
– What is the IT cost of additional hardware?

On-premises EPM Customer
Customer
Profile LedgerLink
• Utilize Hyperion Enterprise
• Utilize
• Minimal data sources, all flat file
Project Profile • Implement FCCS
• PBCS as a Phase II
Options • Leverage Cloud Data Management
• Procure and leverage FDMEE

On-premises EPM Customer
Customer
Profile
•
•
•
•
•
–
Mature, long time EPM customer
Own HFM, Hyperion Planning v11.1.2.3
Leverage FDM Classic to load HFM, MAXL to load Planning
Multiple data sources some flat file, some relational
Data movement between EPM needed
Project Profile •
•
Maintain HFM on-premises
Migrate Hyperion Planning to EPBCS
Options • Upgrade HFM and FDM Classic to FDMEE
• Implement FDMEE as a stand-alone v2.4 environment
• Leverage Cloud Data Management

Hybrid EPM Customer
Customer
Profile
• Mature, long time EPM customer
• Own HFM & FDMEE (v2.4) & PBCS
• Leverage FDMEE to load HFM, CDM to load PBCS
• Multiple data sources – some flat file, some relational
• Data movement from HFM to PBCS using EA, EPM Automate & CDM
Project Profile • Implement PCMCS
• Implement ARCS as Phase II
Options • Continue FDMEE for on-premises, CDM for cloud deployments
• Leverage FDMEE for all integrations including ARCS
• Leverage FDMEE for all integrations except ARCS, CDM for ARCS

New Cloud EPM Customer
Customer
Profile
• No existing Oracle EPM solutions
• Multiple data sources – some flat file, SAP G/L
Project Profile • Implement EPBCS
Options • Procure and leverage FDMEE
• Leverage Cloud Data Management

Expanding Cloud EPM Customer
Customer
Profile
• Implemented PBCS
• Consolidation in PBCS
• Multiple data sources, all flat file
Project Profile • Expand PBCS usage – additional plan types
• Implement PCMCS
Options • Leverage Cloud Data Management
• Leverage Smart Push
• Procure and leverage FDMEE

White Paper
• http://www.ranzal.com/business-analytics/enterprise-performance-
management/data-governance-and-integration

Questions

Additional Sessions
8 Speaker Sessions
Monday, 6/11:
• 10:45am – 11:45am: Baha Mar's All In Bet on Red - The story of integrating data and master data with PBCS, FCCS and ARCS
• 2:30pm - 3:30pm: Visual Approach to Essbase Calcs: 2018
• 4:15pm - 5:15pm: Integrated Planning Using Enterprise Planning and Budgeting Cloud Service at Sims Metal Management
Tuesday, 6/12:
• 9:00am - 10:00am: FDMEE versus Cloud Data Management - The Real Story
• 10:15am - 11:15am: Edgewater Ranzal: Winning Strategies for Oracle Cloud Adoption: Should You Test Drive, Lease, or Buy?
• 2:15pm - 3:15pm: Why Should I Care About DVD? Blu-Ray is the New Thing, Right?
Wednesday, 6/13:
• 11:45am - 12:45pm: Putting Predictive Planning to Work
• 2:15pm - 3:15pm: EPM Automate - Automating Enterprise Performance Management Cloud Solutions
Visit us at Booth # 407

FDMEE versus Cloud Data Management - The Real Story

FDMEE versus Cloud Data Management - The Real Story

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