jonathan berry president & ceo [email protected] 203.331.2267 streamlining the migration...

Jonathan BerryPresident & [email protected]

Streamlining the Migration Process

with Accelatis

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com

Powering I.T. Empowering Business.

mailto:[email protected]

Agenda

– Accelatis Intro– Migrations

• Our Role• How We Can Help• Example Validation Report• Controls Going Forward

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Hyperion Solutions: HFM Development Team – 1998

Oracle: Director of Engineering HFM / FDM – 2008

Accelatis: Founded in 2008

Jonathan BerryFounder / CEO

Development and Support Team 80 Years of Combined Hyperion Experience

Rob Poirier 20 Years of Hyperion / EPM ExperienceDirector of Client Services

Who are We?


Provide you the neededinsight & control

into Oracle EPM / Hyperion to efficiently & consistently

manage your system to deliver maximum user benefit….

Our Focused Mission

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com 4

Our Solution

Enterprise Systems

ManageAll Moving

Parts

MonitorAcross All

Environments

ResolveMore Quickly

SimulateUser

experience

OptimizeEliminate

Bottlenecks

Support Streamline

Process

1. Empower Business Users & IT

2. Broad Approach to APM

3. Deep Look into Underlying Systems

5Copyright © 2014, Accelatis. All rights reserved.

http://www.accelatis.com

Mitigate project risks (“red”)o Lack of continuous executive support – Dashboards and KPI’s provide early communication

of issues, change and progress to executives o Poor communication/management of issues and resources - Change/audit trail of key

artifacts, accountability, streamlined communications through “root-cause analysis”o Complex data tie out - Accelatis highlights metadata changes

Meet deadlines and reduce project costso Optimize performanceo Fact based decisionso Prevent and manage issueso Accountability – “root-cause analysis”o Efficient deployment of consulting and internal resources (stress testing)o Reduce high-effort project work and re-work (optimization, stress testing)

Upgrades and New Applications

Copyright © 2014, Accelatis. All rights reserved. http://www.accelatis.com 6

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Capture User Activity

Migration Preparation

Installation on New Hardware Configuration

User Validation

Capture Server and Tuning

Settings

Validate New Installation

Validate New Configuration

Performance Testing

Complete Environment ComparisonAu

tom

ated

with

Acc

elati

sEx

istin

g Pr

oces

s

Rollout

Controls Going

Forward

Performance Baseline existing

environment

ApplicationMigration

Best Practices


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Capture actual User Activity in existing environment

Capture Activity


Real-time User Activity Capture

User Activity Transactional Database

Simulated Activity Data ported from existing activity logs

Activity Analysis

SLAs

Dashboards and Performance Graphs

Simulation Replay

Activity Reports

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• Server Settings• Operating System Settings• File Versions• Product Tuning Settings• Application Settings

Capture Server and Tuning Settings


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• Confirm grouped servers are in sync• Validate settings in recommended ranges

Foundation_1 Foundation_2

HFM_1 Essbase_1 Essbase_2HFM_2 HFM_3

Validate New Installation


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Automated baseline testing of every artifact in the system

o Financial Reportso Planning Formso Planning Business Ruleso HFM Formso Smartview Forms, Formula Sheetso Consolidationso Etc…

Performance Testing


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One size does not fit all

Performance testing is often thought of as a one-time occurrence to stress a Hyperion environment or worse, a box to check just ‘because’.

However

There are many types of performance testing and they can be extremely beneficial if incorporated into a company’s SDLC process (especially during a migration)

1. Baseline2. Stress3. Concurrency4. Longevity5. Regression6. Integrated Health Check

Performance Testing (cont)

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Baseline Testing

Purpose:Establish single value performance benchmarks for key activities and

documents

Technique:Simulate user activities and document performance in a single-user

controlled environment

Frequency:• New Environments• After major applications or infrastructure changes

Deliverables:Snapshot of single value performance of each benchmark activity

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Stress TestingPurpose:Determine capacity of an environment

Technique:• Simulate user activity by ramping user count over time• Monitor response time and performance KPIs to determine inflection point• Tests can be single activity as well as mixed activity

Frequency:• New environments• After major application or infrastructure changes• After major software upgrades

Deliverables:Concurrency thresholds for various activity and associated performance KPI

data

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Concurrency TestingPurpose:Determine performance profile with multi-user activities without stressing the

system. Detect performance degradation not noticeable with single user test.

Technique:• Set concurrency level so that performance and KPIs stabilize• Test duration need not be longer than stabilization period

Frequency:• After major application or infrastructure changes.• Weekly or better if automated.

Deliverables:Response time data at various concurrency levels

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Longevity TestingPurpose:• Variation of the Concurrency test. • Determine if any memory leak or timing issues exist that will only present

themselves over time.

Technique:• Set concurrency level so that performance and KPIs stabilize• Monitor KPIs that can detect longer term issues (memory, log file sizes,

handles, resources)• Allow to run in controlled or uncontrolled environment for extended

duration (24 hrs, 72 hrs, 120 hrs)

Frequency:In new environments and after software upgrades

Deliverables:Performance KPI trend data

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Regression TestingPurpose:• Extension of the Baseline Test.• Quickly validate if changes to the applications or infrastructure have any

net effect on performance.

Technique:• Define set of benchmark activities and documents• Execute test on regular frequency with same conditions (ex: every night

at 12:00am)• Compare regression results with historical data to detect trends Frequency:Nightly or weekly. Should be fully automated and scheduled so ‘cost’ is low.

Deliverables:• Fixed set of performance data for each run• Performance trend graphs

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Integrated Health ChecksPurpose:• Enable real-time feedback of performance anomalies from local and

remote locations• Establish performance expectations from various sites

Technique:• Execute benchmark simulations from remote locations and save results

centrally• If possible, also collect network data (PING, TraceRT) Frequency:Run in the background every 10-15 minutes

Deliverables:Real-time alerts based on defined performance thresholds

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Replay previous user activity in new environment

User Activity Transactional

Database

Accelatis Simulator

Simulate Activity in

New Environment

Day in the Life Replay


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Replay Illustrated


Many possible transformations along the way

SourceActivity

ApplyFilter

ApplyMap

Amplify

Compress

Distribute

0min 10min 20min 30min 40min 50min 60min 70min 80min

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• Server Settings• Application Settings• Product Tuning Settings• Files (when applicable)• Artifact existence• Artifact performance

Complete Environment Compare


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Prepa

ratio

n

Inst

allat

ion

Config

urat

ion

Applic

ation

Migr

ation

User V

alida

tion

Rollou

t0

10

20

30

40

50

60

70

ManuallyW/ Toolset

Relative Cost in $USDx1000


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Prepa

ratio

n

Inst

allat

ion

Config

urat

ion

Applic

ation

Migr

ation

User V

alida

tion

Rollou

t0

1

2

3

4

5

6

7

ManuallyW/ Toolset

Relative Duration in Weeks


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Automated Versioned History of Configurationo Auditing of all configuration changeso Alerting on configuration changeso Alerting on problems in configuration

Automated Versioned History of Applicationso Auditing of all key application elementso Alerting on application changes

Controls Going Forward


“We’re too busy right now…”

Too busy to reduce risk and ensure a high quality successful project?

Start anywhere – Accelatis adds significant value to each phase of Upgrade/New Applications projects

No user disruption – core installation is performed in 1 day while servers are running

Accelatis Services:

Option 1: Services handles 100% of Accelatis tasks associated with the Upgrade.

Option 2: Self Sufficient - Standard 80 hour customer enablement

Upgrade/New Application Package

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Questions?

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Jonathan BerryPresident & [email protected]

Ed DeLiseVP Sales & Marketing, [email protected]




jonathan berry president & ceo [email protected] 203.331.2267 streamlining the migration...

Documents

accelatis copyright

performance testing

performance o fact

benchmark activity slide

decisions o

user experience

tuning settings copyright

new installation copyright