Copyright © 2018 Sierra-Cedar, Inc. All rights reserved

Thursday, March 22, 2018

Speakers: Jason Little, Jay Chapman

Design & Administrate Oracle Analytics Cloud

Essbase Databases

Jay ChapmanSenior ConsultantJay Chapman is a functional and technical professional with 15 years of experience working with Oracle’s Enterprise Performance Management, PeopleSoft, and Oracle’s Enterprise Performance Management Cloud which includes Planning Budgeting Cloud, Enterprise Planning Budgeting Cloud, Enterprise Performance Reporting Cloud, and Oracle Analytics Cloud. His industry background comprises of administering Hyperion Planning and Hyperion Public Sector Planning and Budgeting, as well as testing, troubleshooting, and migration across environments. He has a finance background in higher education with an emphasis on budgeting, forecasting, and reporting. Jay is an Oracle Hyperion Planning 11.1.1 Implementation Specialist and an Oracle Enterprise Performance Reporting 2016 Cloud Service Specialist. He also helped co-write the certification exam for Enterprise Performance Reporting Cloud.

Today’s Presenters

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Jason LittleVP of EPM/BI PracticeJason Little is a functional and technical professional with 25 years of experience working with the Hyperion suite of products, Enterprise Performance Management (EPM) solutions, Business Intelligence (BI) tools, and the latest Oracle Cloud Subscriptions, including PBCS, EPBCS, EPRCS, FCCS, PCMCS, and OAC. His corporate background includes Essbase and Hyperion Planning development, administration, and financial systems implementations. He has an accounting and finance background with emphasis on budgeting, forecasting, reporting, consolidations, and implementing best practices within the finance, accounting, and management reporting functions. He provides EPM and BI advisory services for public sector, higher education, healthcare, financial services, retail, manufacturing, and other commercial industries.

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● Configure, Provision, and Migrate to Oracle Analytics Cloud ServicesThursday, March 15 ● 1:00 to 2:00 p.m. ET

● Design and Administrate Oracle Analytics Cloud Essbase DatabasesThursday, March 22 ● 1:00 to 2:00 p.m. ET

● Migrate Your Essbase Financial Reports, Web Analysis, and Smart View Reports to OAC EssbaseThursday, March 29 ● 1:00 to 2:00 p.m. ET

● Drive Better Insights with Oracle Analytics CloudThursday, April 5 ● 1:00 to 2:00 p.m. ET

● Assess and Migrate On-Premise OBIEE to Oracle Analytics Cloud ServiceThursday, April 12 ● 1:00 to 2:00 p.m. ET

Jump-Start Your Cloud Journey with Sierra-Cedar and Oracle Analytics Cloud

Agenda● Overview

– OAC Overview– Essbase Integration

● Managing Multiple Cubes and Allocation Processes● Design and Solution Options with OAC, EPM, ERP, and HCM● Cube Designer and OAC Cloud Dimension and Data Models● Sierra-Cedar’s Offerings and Migration Considerations● OAC Essbase build demonstration

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OAC Overview

Oracle Analytics Cloud – Subscription Overview

social

sensors

enterprisepersonal

SaaS

mobile

Data Sources

Developers and Data Stewards

Business

AnalystsData CatalogOne place to collect, search, explore, and curate all data

Data PreparationPrepare enriched, sharable, and reliable datasets across all data

Data AnalysisUnderstand and act using smarts: search, visualization, and storytelling

Data Management

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Oracle DatabaseServices

Oracle Data LakeServices

Oracle Data LakeServices

Data Catalog

Data Preparation

Data Analysis

OAC Essbase Subscription – Built for the CloudAnalyze Essbase cubes including Write Back capabilities (OBI, DV, BIP, Smart View)

Create Essbase cubes using Data Flows, update cubes using Data Sync

Introduce Essbase cubes into the Semantic Model or connect directly from DV and BIP

OAC Essbase

Developers and Data Stewards

Business

Analysts

social

sensors

enterprisepersonal

SaaS

mobile

Data Sources

Data Management

Oracle DatabaseServices

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Design options with OAC, EPM, ERP, and HCM● Standalone Essbase reporting for finance, operations, sales, and HR● Fully integrated with ERP Cloud and HR; bi-directional data feeds● Allocation and profitability applications. Audit Trails and Data Cells ● Optimizes Planning and Budgeting with Hybrid, Partitions, and

Location Alias; fast integration with reporting cubes

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Design options with OAC, EPM, ERP, and HCM● Optimizes FCCS, EPRCS, EPBCS,

PCMC with reporting and analytics ● OAC Data Sync with drill-through

capability (File, Relational, Essbase, Oracle BI)

● XREF/XRWITE to link to another application/cube within the same instance

● Automation Scripting and Linux Command

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Sales Data

OAC Sizing and Universal Usage Options● Deploy Essbase based on monthly usage and product

configuration● Subscription

increases as you add additional shapes and product usage

● Deploy Standard Edition and scaled out to EnterpriseEdition

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OAC Sizing and Universal Usage Options

● Monthly usage metered and monitored by Oracle with monthly sizing estimates

● Essbase CPU, Memory Needs and Shape Sizes ● Built with Exalytics Engineered Systems

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OAC Demonstration –Creating Databases

OAC Demo Highlights

Cubes StorageHybrid, BSO, ASO

Build/Maintenance ComplexitySimplified Applications/Cube Design Process

Calculations

Analyze Data in Smart ViewDrill-Through Reports

Command Line UtilitiesEssbase Command Line, LCM Migration Tool, Rest APIs, MAXL

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Cube Storage Demonstration● Three different types of Essbase Cloud cubes available:

BSO, ASO, and Hybrid– Supports transparent partitions– Uses Location Aliases, Substitution Variables, Calculation Scripts, and load

rules– Loads dimensions, data, or both via flat files or relational tables– Restricts access via firewall rules, SSL and VPN services

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Cube Storage Demonstration● Hybrid Aggregation Cube

– Enabled as a default in Essbase Cloud– Users can easily tag upper level members of a sparse dimension as

“dynamic calc”

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Build/Maintenance Demonstration

Three options for creating an Essbase cube:● Web interface● Cube Designer/Application Workbook● Flat file from existing ERP/database/or other system

Cube Maintenance can be done in the webinterface or Application Workbook

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Calculation DemonstrationCreate complex calculation scripts:● Calc Scripts only apply to BSO and Hybrid Cubes● Utilize MaxL and MDX to define ASO calc script logic

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Analyze Data in Smart View Demonstration

● Create reports in Word, PowerPoint, or Excel with live data from Essbase sources

● Access Drill-Through Reports to analyze additional detailed data retrieved from external data sources

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Analyze Data in Smart View Demonstration

● Create and import cubes in Excel with Cube Designer extension

● Drill through with Data Visualization, OAC BI and Smart View to underlying databases and files

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Oracle Database Services

Oracle Data Lake Services

DV/BI Smart View

Drill Through

Migration – Option 1: LCM

2. Export on premise application with Essbase LCM Utility

Prerequisites:● Essbase LCM Utility is installed● Essbase version is 11.1.2.4 or above● Java 8 is installed● Java SE Development Kit 8 (from Oracle Technology Network) is installed

Open up a Command prompt. Enter the command to export the application using the following commands:– cd EssbaseLCMUtility– EssbaseLCM.bat export -server servername:port -user username -password password -application

application -zipFile path\filename.zip -nodata– Exit

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Migration – Option 2: Application Workbook

1. Export on premise application with dbxtool export utility

Prerequisites:● Dbxtool is installed● Essbase version is 11.1.2.4 or above● Java Runtime Environment (JRE) 1.7.n or later is installed

Open up a Command prompt. Enter the command to create the application workbook using the following commands:

– cd dbxtool\dbxtool\bin– Export.bat export -server server:port -application application

-cube cube -user username -password password -path c:\directory-build PARENT-CHILD -calc

– Exit– Move the excel workbook to a location you can access for import to the cloud.

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Notes:This option will NOT load the security filters PARENT-CHILD or GENERATION• -build can be• -calc is optional, and will create a

separate worksheet for each calculation

• -data is optional, and only includes input data

Supplemental Information

Essbase Migration Considerations

Essbase Migration Considerations● Essbase versions earlier than 11.1.2.4 will need to be upgraded to 11.1.2.4

before migration● OAC Essbase Migration includes two optional methodologies:

– Life Cycle Management methodology: Includes Essbase Filters– Application Workbook methodology: Does not include Essbase filters

● Sierra-Cedar can assist providing a process to create and manage security filters using MAXL scripting under both LCM and App Workbook.

● Users will not be migrated and must be configured in OAC● Sierra-Cedar can assist with providing various methods to export Essbase users

from legacy systems● Sierra-Cedar can provide templates for users to be imported to the Cloud using

a simple .csv formatted file

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Essbase Migration Considerations● All Essbase Calculation scripts will all need to be evaluated to verify that they will run with

no issues in the Cloud environment.

● Custom memory settings that existed in the legacy system are managed by Oracle in

Cloud. OAC provides some memory tuning based on OAC shape size and cube design.

● Sierra-Cedar offers Calculation Manager training and performance turning.

● Essbase calculation performance can vary based on how many Oracle CPUs and OAC

Shape Size included in your subscription.

● Sierra-Cedar offers performance benchmarking and testing services as part the Cloud

migration and Essbase performance tuning.

● The old Essbase Admin Services (EAS) and Server configuration file does exist in OAC.

Oracle handles Essbase server configuration and database management as Platform as a

Service.

● Sierra-Cedar can assist with sizing and configuring Cloud Service resources, limits and

Application Configuration Properties.

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Essbase Migration Considerations● Sierra-Cedar can assist cube design and Hybrid options. All upper-level sparse members

should be dynamic calculation to take advantage of the default Cloud calculation and query processor, which is hybrid Aggregation mode. This approach should be evaluated and tested for applications.

● Consider multiple aggregating sparse dimensions.● Consider Calc scripts with cross dimensional references to upper level sparse members.

Hybrid aggregation mode default is disabled.● Financial Studio (FR) reports are not available with OAC Essbase and are replaced with

Enterprise Performance Reporting Cloud Service (EPRCS) and OAC BI and Enterprise Planning and Budgeting.

● Sierra-Cedar offers services to assist with EPRCS Management Reporting configuration for reporting needs.

● Sierra-Cedar offers services to migrate FR reports into EPRCS.● Report book functionality would leverage EPRCS report packages functionality.

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Essbase Migration Considerations● Essbase Report scripts are not supported

– Sierra-Cedar offers services to assist with recreating using a calculation script with DATAEXPORT command if used for data exports

– Sierra-Cedar can assist with recreating using another reporting method such Smart View, EPRCS, OAC BI if they are used for reporting

● Automation scripts will need to be converted to the new OAC Command Line Interface● Existing MaxL scripts will need logging and timestamping removed, as the Cloud

automatically adds them● Sierra-Cedar can assist with converting existing Batch scripts to use ESSCS instead of

MaxL or EssCMD● ETL processing using SQL Interface, Essbase Studio, Oracle Data Integrator, Informatica,

and HFM Extended Analytics procedures will need to be evaluated and updated to support OAC Essbase processes.

● Sierra-Cedar can assist with OAC Data Sync and converting automated Data loads and dimension updates to OAC Essbase supported flat files or SQL Load Rules

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Demonstration

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● Configure, Provision, and Migrate to Oracle Analytics Cloud ServicesThursday, March 15 ● 1:00 to 2:00 p.m. ET

● Design and Administrate Oracle Analytics Cloud Essbase DatabasesThursday, March 22 ● 1:00 to 2:00 p.m. ET

● Migrate Your Essbase Financial Reports, Web Analysis, and Smart View Reports to OAC EssbaseThursday, March 29 ● 1:00 to 2:00 p.m. ET

● Drive Better Insights with Oracle Analytics CloudThursday, April 5 ● 1:00 to 2:00 p.m. ET

● Assess and Migrate On-Premise OBIEE to Oracle Analytics Cloud ServiceThursday, April 12 ● 1:00 to 2:00 p.m. ET

Jump-Start Your Cloud Journey with Sierra-Cedar and Oracle Analytics Cloud

Questions?