EPM Infrastructure

Track sponsored by:

EPM Infrastructure at the ODTUG Kscope 17 Conference

Maintaining a strong Enterprise Performance Management (EPM) infrastructure will ensure that EPM programs and applications remain operationally functional and secure and can handle the growing needs of any business to ensure that all moving parts are running smoothly. At Kscope17, you’ll learn what you need to ensure the health of your EPM infrastructure. 

Installs and Upgrades:  

Learn how to plan for a successful installation, including architecture leading practices and high availability, and how to manage disaster recovery. We will also cover Hyperion patching and automation best practices as well as the latest methodologies when it comes to planning and executing upgrades.

Operational Support:

Post-implementation is a crucial time and it requires a strategy dedicated to providing operational support. Learn how to plan and implement scalable and sustainable support models, whether done in-house, outsourced, or through a COE. You’ll learn best practices for ongoing operational maintenance for a Hyperion system. We’ll also show you fine tuning and optimization tips, tricks, and best practices for monitoring systems, applications, user experience, and troubleshooting Hyperion. 

Maintenance, Optimization, and Troubleshooting:  

We’ll teach you how to provide maintenance and support, administer health checks, monitor, problem solve, optimize, and troubleshoot the entire EPM infrastructure to ensure maximum performance and stability.


Many organizations and industries have strict security guidelines, especially at the enterprise level. You’ll learn from the best about managing security for the EPM suite. This includes external provider integration and tuning, single sign-on, Kerberos and Smart Card integration, SSL, access controls monitoring, auditing, and reporting. 

Cloud and Hybrid Infrastructure:  

Our experts will discuss managing cloud products and the challenges of combined cloud/on-premises system architectures. We’ll review all the planning considerations such as Native Cloud vs. Hybrid, security implications, how to approach and mitigate risk, and considerations for how to approach backup and DR, and integration considerations with on-premise systems and other cloud systems. Topics will include Oracle's Saas, IaaS, and Paas offerings and the impact on Hyperion.

Check out the presentations listed below.

Black Belt Techniques for FDMEE Admins and Developers
Francisco Amores , Infratects
When: Jun 28, 2017, Wednesday Session 15 , 3:00 pm - 4:00 pm
Room: Cibolo Canyon 2/3/4
Topic: EPM Data Integration - Subtopic: Data management/integration

Willing to take your application to the next level?

FDMEE is a product that can be easily customized to meet any requirement, regardless of its complexity. You may know what you want to do but can't find the right approach.

What about adding a creativeness layer on top of your FDMEE knowledge? The solution may be closer than you think, either using standard functionality or scripting.

In this session, we will cover some nice techniques, tips, and tricks that will give you a helping hand to get the most out of FDMEE.

Using locations for admin purposes, enhancing batch management with custom scripts, or using lookup dimensions and SQL map scripts to define standard multi-dim maps based on target dimensions are just some of the techniques we will talk about.

Don't miss this session, regardless of your level, if you want to see how standard functionality can turn into simple and powerful solutions.

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On-Prem to EPM Cloud (Hybrid) and Cloud-Only-Based Integration Solutions
Michael Casey , Oracle Corporation
When: Jun 28, 2017, Wednesday Session 14 , 1:45 pm - 2:45 pm
Room: Cibolo Canyon 2/3/4
Topic: EPM Data Integration - Subtopic: Data management/integration

This session will explain the integration options for EPM cloud services, when source data resides on-premise or in the cloud. Examples of hybrid integration will be shown where data from on-prem sources such as an ERP or data warehouse can be loaded to the cloud, drilled from the cloud back to on-prem, and extracted from the cloud for use in other on-prem applications. In addition, solutions to move data between EPM Cloud services and between the Fusion GL Cloud and EPM services will be explained. Details related to current features and product roadmap will also be provided.

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DRG: Creating Workflows in DRM
Steven Davis , TopDown Consulting
When: Jun 27, 2017, Tuesday Session 10 , 4:45 pm - 5:45 pm
Room: Cibolo Canyon 2/3/4
Topic: EPM Data Integration - Subtopic: Metadata management/integration

Data governance continues to be a big topic. Regardless of company size, at some point a growing organization decides to implement workflow in order to capture the changes you need to make to the master data. This is where DRG comes in. In this session, Steven Davis, DRM and DRG expert, will show you how to create collaborative workflows in DRG. He will look at workflow models, requests, paths, tags, worklists, tasks, models, filters, and users. He will show you how to:
• Create models and tasks
• Build workflow objects
• Auto number your new accounts and create validations on the workflow
• Assign security to the users and hierarchies
• Separate duties and do conditional workflows
• Filter nodes
• And more
The session will include real-world examples as well as tips, tricks, and best practices for working collaboratively with DRG to make sure all users have the necessary change management and data quality remediation workflows to effectively do their jobs. NOTE: Attendees should have a good understanding of DRM. They should understand what workflow is and how it is used.

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Data Warehouse 2.0: Master Techniques for EPM Guys (Powered by ODI)
Co-presenter(s): Ricardo Zoldan Giampaoli, Sr, TeraCorp
When: Jun 26, 2017, Monday Session 2 , 11:45 am - 12:45 pm
Room: Cibolo Canyon 2/3/4
Topic: EPM Data Integration - Subtopic: Other EPM Data Integration

EPM environments are generally supported by a Data Warehouse; however, we often see that those DWs are not optimized for the EPM tools. During the years, we have witnessed that modeling a DW thinking about the EPM tools may greatly increase the overall architecture performance.

The most common situation found in several projects is that the people that develops the data warehouse does not have a great knowledge about EPM tools and vice-versa. This may create a big gap between those two concepts which may severally impact performance.

This session will show a lot of techniques to model the right Data Warehouse for EPM tools. We will discuss how to improve performance using partitioned tables, create hierarchical queries with “Connect by Prior”, the correct way to use Multi-Period tables for block data load using Pivot/Unpivot and more. And if you want to go ever further, we will show you how to leverage all those techniques using ODI, which will create the perfect mix to perform any process between your DW and EPM environments.

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ASO Plan Type: To Seek Out New Integrations with ODI
Michael Hansen , Leidos
Co-presenter(s): Trina Nguyen, Leidos, Inc
When: Jun 28, 2017, Wednesday Session 16 , 4:15 pm - 5:15 pm
Room: Cibolo Canyon 2/3/4
Topic: EPM Data Integration - Subtopic: Other EPM Data Integration

Be prepared to be beamed up! In this session, you will embark on a voyage that an enterprise took utilizing ODI as its warp core to improve data integrity and efficiency, and reduce the cost of ownership of their EPM Planning and Essbase solution. There will be a brief overview of the ODI use case and how ODI was instrumental in achieving a self-service ASO Plan Type Solution. Discover how Leidos creatively utilized ODI for more than just metadata and data integration, including assisting with procedure calculations, dynamically generating business rules, launching calculations, building alt hierarchies from forms, data validations, and much more.

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Best Practices of the Design and Delivery of Master Data from DRM to Downstream Applications for Large Implementations
Kate Helmer , Huron Consulting Group
Co-presenter(s): Joe Davis, Huron Consulting Group
When: Jun 26, 2017, Monday Session 5 , 4:45 pm - 5:45 pm
Room: Cibolo Canyon 2/3/4
Topic: EPM Data Integration - Subtopic: Metadata management/integration

Minimize maintenance and make delivering master data to your customers a breeze with the right design and methodology. Consuming master data from Oracle Data Relationship Management can be a convoluted mess of flat files (yuck!), tables, and technologies in a large enterprise; simplify and standardize by utilizing these design tips to creating a master data repository that can deliver and scale with ease. Join Joe Davis and Kate Helmer as they detail design considerations of master data repositories, the pros and cons of the methodology, and how to standardize the technical integrations to downstream systems.

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The PBCS REST API Demystified
Jason Jones , Applied OLAP, Inc.
Co-presenter(s): Jon Harvey, eCapital Advisors
When: Jun 27, 2017, Tuesday Session 9, 3:30 pm - 4:30 pm
Room: Cibolo Canyon 2/3/4
Topic: EPM Data Integration - Subtopic: Cloud Integration

Oracle's Planning and Budgeting Cloud Service (PBCS) offers a REST API, but how does it work and what can it do? This presentation for administrators and developers will give an approachable overview of how the API works, what its capabilities are, and how it can be practically used in automation and data integration scenarios.

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How to Best Manage Your Relationships…With Data: Building a Strong Foundation for PAREXEL Using Oracle Data Relationship Management Best Practices
Julia Radovani , Peloton Group
Co-presenter(s): David Harter, Peloton Group
When: Jun 28, 2017, Wednesday Session 11, 8:30 am - 9:30 am
Room: Cibolo Canyon 2/3/4
Topic: EPM Data Integration - Subtopic: Metadata management/integration

With the wide-spread popularity of integrated enterprise systems, a need has emerged for data management technology that drives the timely synchronization and alignment of metadata and transactional data. Leading organizations are positioning purpose-built Oracle data management and integration technologies as strategic pillars for achieving analytical and reporting systems expansion.
This presentation will discuss how PAREXEL, a leading clinical research organization, leveraged Oracle Data Relationship Management (DRM) to achieve data alignment and automation efficiency across changing operational ERP and EPM systems. At PAREXEL, DRM was used to consolidate hierarchies, automate the alignment of common metadata structures in target EPM systems, and promote shared data stewardship across Finance and IT functions. Particularly for non-financial master data, DRM enabled critical Project-Client data remediation processes and Organizational modeling capabilities.
In this presentation we will share some industry best practices around data management when integrating Oracle DRM with Financial Data Quality Management, Hyperion Planning, Hyperion Financial Management, and Account Reconciliation Manager. Some of the topics include:
• Mastering financial and non-financial data sets in DRM (Chart of Accounts, Capital Assets, Project, Client).
• Consolidating maintenance of data mapping rules in DRM to guarantee referential integrity and alignment across ERP and EPM data sets.
• Rationalizing data specification errors and re-mediating data quality issues from external applications in DRM.

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Ask the Experts - An Informal Panel for FDMEE Integrations
Anthony Scalese , Edgewater Ranzal
Co-presenter(s): Francisco Amores
When: Jun 27, 2017, Tuesday Session 8 , 2:00 pm - 3:00 pm
Room: Cibolo Canyon 2/3/4
Topic: EPM Data Integration - Subtopic: Data management/integration

Tired of trying to get your FDMEE questions answered in other panels that span all the EPM technologies? Perhaps you are considering an upgrade to FDMEE, maybe you have already upgraded and are missing key functionality, maybe you are trying to understand your options for cloud integration with FDMEE, or maybe you just want to learn more about what you can do with FDMEE.

In this session, two of the industry's foremost experts in data integration - Tony Scalese and Francisco Amores Torres - will host an interactive panel with the audience. Tony and Francisco will share their knowledge drawing on their vast experience implementing and upgrading FDMEE. This session is vital to anyone that wants to learn more about FDMEE.

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FDMEE Scripting - Cloud and On-Premises - It Ain't Groovy, But It's My Bread and Butter
Anthony Scalese , Edgewater Ranzal
When: Jun 28, 2017, Wednesday Session 13, 11:15 am - 12:15 pm
Room: Cibolo Canyon 2/3/4
Topic: EPM Data Integration - Subtopic: Data management/integration

So you've made the transition to FDMEE and now you want more. FDMEE scripting is what empowers you to do more with the application. In this session, we will explore how to use FDMEE scripting to enhance and streamline your integrations. We'll explore how to use Jython and the various APIs within the EPM stack to take your application to the next level. Have a hybrid FDMEE cloud deployment? That's cool, let's look at Groovy and EPMAutomate and see how FDMEE can function as your automation hub.

This session will be most useful for those with a solid FDMEE foundation and some familiarity with scripting languages.

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Introduction to the EPM REST APIs
Jake Turrell , Turrell Consulting
When: Jun 27, 2017, Tuesday Session 7 , 11:15 am - 12:15 pm
Room: Cibolo Canyon 2/3/4
Topic: EPM Data Integration - Subtopic: Cloud Integration

Oracle's EPM REST APIs allow developers to automate and integrate their environments using any programming language with an HTTP client library. This session will provide attendees with a tour of the EPM REST API landscape and will give developers concrete examples they can build upon themselves. Users will leave this session with an understanding of basic REST concepts and the confidence to develop their own REST API integrations for Planning, Migrations and Data Management.

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