Oracle Enterprise Performance Management System. Licensing Guide Release

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1 Orace Enterprise Performance Management System Licensing Guide Reease

2 EPM System Licensing Guide, Copyright 2013, 2015, Orace and/or its affiiates. A rights reserved. Authors: EPM Information Deveopment Team This software and reated documentation are provided under a icense agreement containing restrictions on use and discosure and are protected by inteectua property aws. Except as expressy permitted in your icense agreement or aowed by aw, you may not use, copy, reproduce, transate, broadcast, modify, icense, transmit, distribute, exhibit, perform, pubish, or dispay any part, in any form, or by any means. Reverse engineering, disassemby, or decompiation of this software, uness required by aw for interoperabiity, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, pease report them to us in writing. If this is software or reated documentation that is deivered to the U.S. Government or anyone icensing it on behaf of the U.S. Government, then the foowing notice is appicabe: U.S. GOVERNMENT END USERS: Orace programs, incuding any operating system, integrated software, any programs instaed on the hardware, and/or documentation, deivered to U.S. Government end users are "commercia computer software" pursuant to the appicabe Federa Acquisition Reguation and agency-specific suppementa reguations. As such, use, dupication, discosure, modification, and adaptation of the programs, incuding any operating system, integrated software, any programs instaed on the hardware, and/or documentation, sha be subject to icense terms and icense restrictions appicabe to the programs. No other rights are granted to the U.S. Government. This software or hardware is deveoped for genera use in a variety of information management appications. It is not deveoped or intended for use in any inherenty dangerous appications, incuding appications that may create a risk of persona injury. If you use this software or hardware in dangerous appications, then you sha be responsibe to take a appropriate fai-safe, backup, redundancy, and other measures to ensure its safe use. Orace Corporation and its affiiates discaim any iabiity for any damages caused by use of this software or hardware in dangerous appications. Orace and Java are registered trademarks of Orace and/or its affiiates. Other names may be trademarks of their respective owners. Inte and Inte Xeon are trademarks or registered trademarks of Inte Corporation. A SPARC trademarks are used under icense and are trademarks or registered trademarks of SPARC Internationa, Inc. AMD, Opteron, the AMD ogo, and the AMD Opteron ogo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information about content, products, and services from third parties. Orace Corporation and its affiiates are not responsibe for and expressy discaim a warranties of any kind with respect to third-party content, products, and services uness otherwise set forth in an appicabe agreement between you and Orace. Orace Corporation and its affiiates wi not be responsibe for any oss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an appicabe agreement between you and Orace.

3 Contents Documentation Accessibiity... 5 Documentation Feedback... 7 Chapter 1. Overview... 9 Chapter 2. Business Inteigence Technoogy Incuded Products and Components Options Usage Notes and Restrictions Chapter 3. Orace Enterprise Performance Management Appications Incuded Products and Components Options Options for Enterprise Financia Panning Suite Options for Financia Cose Suite Options for Financia Data Quaity Management, Enterprise Edition Options for Data Reationship Management Usage Notes and Restrictions iii

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5 Documentation Accessibiity For information about Orace's commitment to accessibiity, visit the Orace Accessibiity Program website at Access to Orace Support Orace customers that have purchased support have access to eectronic support through My Orace Support. For information, visit or visit if you are hearing impaired. 5

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7 Documentation Feedback Send feedback on this documentation to: Foow EPM Information Deveopment on these socia media sites: LinkedIn - Twitter - Facebook - Googe+ - https://pus.googe.com/ /# /posts YouTube - 7

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9 1 Overview This document, which is part of the Program Documentation under the terms of your Orace icensing agreement, is intended to hep you understand the features, functionaity, and options avaiabe for Orace Programs and the icenses required to use them. Orace offers a variety of icensing options that determine your rights to run the Orace Programs. If you have a question about your icensing needs, pease contact your Orace saes representative or refer to the resources isted in the "Reated Documents" section beow for more information. This document provides information on the foowing products and their icensing requirements: Chapter 2, Business Inteigence Technoogy Chapter 3, Orace Enterprise Performance Management Appications 9

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11 2 Business Inteigence Technoogy In This Chapter Incuded Products and Components...11 Options...13 Usage Notes and Restrictions...13 This chapter describes Orace Business Inteigence Technoogy icensed programs and their incuded products, components, options, and restrictions. Incuded Products and Components Tabe 1 Business Inteigence Technoogy: Incuded Products and Components Product Description Incuded Products and Components Essbase Pus Essbase Pus is the eading onine anaytica processing (OLAP) server avaiabe today. Essbase Pus provides an environment for rapidy deveoping custom anaytic and enterprise performance management (EPM) appications that is managed by business users. Engineered for scaabiity, security, and rapid-response, Essbase Pus brings anaytics to the business user and enabes the business to quicky mode compex business scenarios. Through an intuitive interface, business users can manipuate arge data sets to mode compex scenarios, forecast outcomes, and perform what-if anayses to identify trends and optimize business resuts. Together with other modues, Essbase Pus offers broad support for demanding business inteigence anaytics requirements. WebLogic Server Standard Edition may ony be used to host J2EE or Java appication ogic that is distributed as part of Essbase Pus. See items (1) and (2) under Usage Notes and Restrictions on page 13. Edition (restricted to use for running Essbase Pus ony) Restricted use Orace Internet Directory (restricted to use with Essbase Pus ony) for the purposes of storing Essbase Pus user information ony Orace Foundation Services Orace Smart View for Office Essbase Anaytics (Essbase Bock Storage Option, BSO) Enterprise Anaytics (Essbase Aggregate Storage Option, ASO) 11

12 Product Description Incuded Products and Components Interactive Reporting Interactive Reporting provides executives, business users, and anaysts with intuitive user-directed reationa query capabiities. From interactive dashboards in a readiy avaiabe context, to compex data modeing for fuy ad hoc access to source data, Interactive Reporting can pu together data from disparate sources to produce easy to use charts, pivot tabes, highy formatted reports, and more. WebLogic Server Standard Edition may ony be used to host J2EE or Java appication ogic that is distributed as part of Interactive Reporting. See items (1) and (2) under Usage Notes and Restrictions on page 13. Edition (restricted to use for running Interactive Reporting ony) Restricted use Orace Internet Directory (restricted to use with Interactive Reporting ony) for the purposes of storing Interactive Reporting user information ony Orace Foundation Services Orace Smart View for Office Impact Management Services SQR Production Reporting SQR Production Reporting generates high voume, presentation-quaity and pixe-perfect formatted reports with unparaeed performance regardess of the type and number of disparate sources. SQR Production Reporting deivers its comprehensive enterprise reporting capabiities through a graphica report creation environment and a powerfu 4GL reporting anguage (caed SQR) for advanced reporting and data processing. Edition (restricted to use for running SQR Production Reporting ony) Restricted use Orace Internet Directory (restricted to use with SQR Production Reporting ony) for the purposes of storing SQR Production Reporting user information ony WebLogic Server Standard Edition may ony be used to host J2EE or Java appication ogic that is distributed as part of SQR Production Reporting. See items (1) and (2) under Usage Notes and Restrictions on page 13. Orace Foundation Services Orace Smart View for Office SAP & SAP BW Adapter for Production Reporting Financia Reporting Financia Reporting enabes book-quaity financia management and reporting targeted at meeting the unique requirements of the Finance department or any functiona area that requires very highy formatted mutidimensiona reporting. WebLogic Server Standard Edition may ony be used to host J2EE or Java appication ogic that is distributed as part of Financia Reporting. See items (1) and (2) under Usage Notes and Restrictions on page 13. Edition (restricted to use for running Financia Reporting ony) Restricted use Orace Internet Directory (restricted to use with Financia Reporting ony) for the purposes of storing Financia Reporting user information ony Orace Foundation Services Orace Smart View for Office SAP BW Adapter for Financia Reporting (Not Avaiabe) 12

13 Product Description Incuded Products and Components Web Anaysis Web Anaysis deivers powerfu, intuitive, Web-based interactive anaytics to a corners of the enterprise. A highy graphica and easy-to-use interactive interface, it enabes users to view their data in a way that makes sense to them. Web Anaysis faciitates access to packaged appication and mutidimensiona data sources. It supports dri-through to a wide variety of reationa data sources, incuding dri-through to URL. WebLogic Server Standard Edition may ony be used to host J2EE or Java appication ogic that is distributed as part of Web Anaysis. Edition (restricted to use for running Web Anaysis ony) Restricted use Orace Internet Directory (restricted to use with Web Anaysis ony) for the purposes of storing Web Anaysis user information ony Orace Foundation Services Orace Smart View for Office SAP BW Adapter for Web Anaysis See items (1) and (2) under Usage Notes and Restrictions on page 13. Options None. Usage Notes and Restrictions 1. Customers with egacy pre-system 9 product icenses must pay a migration fee to migrate to the corresponding Orace icenses, which incude Orace Foundation Services. 2. The minimums for a products are 25 Named User Pus icenses or 4 Processor icenses. 13

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15 3 Orace Enterprise Performance Management Appications In This Chapter Incuded Products and Components...16 Options...25 Usage Notes and Restrictions...27 This chapter describes Orace Enterprise Performance Management Appications icensed programs and their incuded products, components, options, and restrictions. 15

16 Incuded Products and Components Tabe 2 Orace Enterprise Performance Management Appications: Incuded Products and Components Product Description Incuded Products and Components Financia Cose Suite Comprehensive suite of required modues for financia consoidation, cose and statutory reporting Financia Management Pus Financia Cose Management Financia Data Quaity Management, Enterprise Edition Financia Data Quaity Management, Enterprise Edition Adapter for Financia Management Financia Data Quaity Management, Enterprise Edition Adapter Suite Financia Data Quaity Management, Enterprise Edition ERP Source Adapter for SAP Essbase Anaytics Link for Financia Management Restricted use Essbase Pus (restricted to use with Financia Cose Suite ony and further restricted to require each Aggregate Storage Option appication created to share data and metadata with a depoyed instance of Financia Management Pus.) For a isting of options to this product, see Options on page

17 Product Description Incuded Products and Components Financia Management Pus Exaytics In- Memory Software for Financia Management Pus Quantitative Management and Reporting for Sovency II (Not Avaiabe for Sae) Financia Management Pus is a financia consoidation and reporting appication buit with advanced Web technoogy, but used and maintained by the finance team. It provides financia managers the abiity to rapidy cose and report financia resuts, meet goba reguatory requirements, reduce the cost of compiance and deiver confidence in the numbers. WebLogic Server Standard Edition may ony be used to host J2EE or Java appication ogic that is distributed as part of Financia Management Pus. HAL BASIC is not incuded. See item (1) under Usage Notes and Restrictions on page 27. This product is required when running Financia Management Pus on Exaytics and is a separatey icensed product To be icensed separatey: Financia Cose Suite Discosure Management for Financia Cose Suite Restricted use Financia Reporting (restricted to use with Financia Management Pus ony) Restricted use Web Anaysis (restricted to use with Financia Management Pus ony) Restricted use Orace Data Integrator Enterprise Edition (restricted to use of the Orace Data Integrator Studio Embedded Agent component for use with Financia Management Pus as the ony target. Pease note that the embedded agent ony aows execution of scenarios from the ODI studio user interface. Running scenarios in batch mode with the stand aone agent requires a fu use Orace Data Integrator Enterprise Edition icense.) Edition (restricted to use for running Financia Management Pus ony) Restricted use Orace Internet Directory (restricted to storing Financia Management Pus user information ony) Orace Foundation Services Orace Smart View for Office Note: The Orace Data Integrator knowedge modue (KM) is unavaiabe for Financia Management starting in EPM System Reease and Orace Data Integrator Reease 12c. Customers are encouraged to use the native features in Financia Management or FDMEE, or to create custom soutions using Orace Data Integrator, but without the Financia Management knowedge modue. N/A 17

18 Product Description Incuded Products and Components Financia Management Anaytics To be icensed separatey: (1a) Orace Business Inteigence Suite Enterprise Edition Pus or (1b) Orace Business Inteigence Foundation Suite AND (2a) Financia Management Pus or (2b) Financia Cose Management or (2c) Financia Cose Suite Financia Cose Management Financia Cose Management heps companies define, execute, and report on the interdependent activities of a financia cose period. It provides centraized monitoring of a cose process tasks and provides a visibe, automated, repeatabe system of record for running cose processes. Edition (restricted to use for running Financia Cose Management ony) Restricted use Orace Internet Directory (restricted to storing Financia Cose Management user information ony) WebLogic Server Standard Edition may ony be used to host J2EE or Java appication ogic that is distributed as part of Financia Cose Management. The restricted use icense of WebLogic Server Standard Edition does not support HTTP Session or Servet custering functionaity within WebLogic Server (as WebLogic Server Standard Edition does not incude custering). Financia Data Quaity Management, Enterprise Edition and Financia Data Quaity Management, Enterprise Edition Adapter Suite must be icensed for use of the Account Reconciiation component of Financia Cose Management. Restricted use Web Services Manager (restricted to enabing web services within the Financia Cose Management appication) Restricted use BPEL Process Manager (restricted to enabing workfow functions to process requests within Financia Cose Management) Restricted use Orace Virtua Directory (restricted to enabing mutipe externa provider support within Financia Cose Management) Orace Foundation Services Essbase Anaytics Link for Financia Management Essbase Pus must be icensed separatey. Financia Management Pus must be icensed separatey. Each Essbase Anaytics Link for Financia Management user must have icense entitement to Essbase Pus. However, these same users are not required to have entitement to Financia Management Pus. N/A 18

19 Product Description Incuded Products and Components Discosure Management Discosure Management aows customers to assembe a reporting package for submission to a reguatory agency (for exampe, 10K or 10Q submitted to the SEC) with a compete XBRL creation and management soution that incudes: XBRL Taxonomy extension and viewing; document eve mapping within MS Word and Exce, as we as reusabe EPM metadata mapping; instance document vaidation, generation and viewing; centraized taxonomy concept mapping storage and management and the abiity to combine mutipe documents to generate a singe XBRL instance document. WebLogic Server Standard Edition may ony be used to host J2EE or Java appication ogic that is distributed as part of Discosure Management. The restricted use icense of WebLogic Server Standard Edition does not support HTTP Session or Servet custering functionaity within WebLogic Server (as WebLogic Server Standard Edition does not incude custering). Edition (restricted to use for running Discosure Management ony) Restricted use Orace Internet Directory (restricted to storing Discosure Management user information ony) Restricted use Web Services Manager (restricted to enabing web services within the Discosure Management appication) Restricted use Universa Content Management (restricted to store and manage documents used by Discosure Management appication) (Not Avaiabe) Orace Foundation Services Orace Smart View for Office Enterprise Financia Panning Suite Panning Pus Project Financia Panning Workforce Panning Capita Asset Panning Strategic Finance Incudes restricted-use icense to Essbase Pus, restricted to use with Enterprise Financia Panning Suite ony and further restricted to require each Aggregate Storage Option appication created to share data and metadata with a depoyed instance of Enterprise Financia Panning Suite. Incudes restricted-use icense to Financia Data Quaity Management, Enterprise Edition; restricted to oad data and dri-through from Enterprise Financia Panning suite ony. Incudes restricted use icense to Financia Data Quaity Management, Enterprise Edition Adapter Suite; restricted to oad data and dri through from Enterprise Financia Panning Suite ony. Incudes restricted-use icense to Financia Data Quaity Management, Enterprise Edition ERP Source Adapter for SAP; restricted to oad data and dri-through from Enterprise Financia Panning Suite ony. 19

20 Product Description Incuded Products and Components Panning Pus Panning Pus is a centraized, Microsoft Exce- and Webbased panning, budgeting, and forecasting soution that integrates financia and operationa panning processes. Panning Pus provides an in-depth ook at business operations and its impact on financias by tighty integrating financia and operationa panning modes. With Panning Pus, you can meet your immediate financia panning needs whie enabing a patform for future cross-functiona expansion and automated process integration. WebLogic Server Standard Edition may ony be used to host J2EE or Java appication ogic that is distributed as part of Panning Pus. This restricted-use icense of WebLogic Server Standard Edition does not support HTTP Session or Servet custering functionaity within WebLogic Server (as WebLogic Server Standard Edition does not incude custering). Whie the incuded restricted use version (SE) of WebLogic Server s servet engine is restricted to be not custerabe, Panning Pus appications can be custered even when depoyed on WebLogic Server SE using the Panning Pus appication s custering and state repication mechanisms that are distinct from HTTP Session or Servet custering. Essbase Pus cannot be used to create Essbase cubes that do not contain data used by the Panning Pus appication. The Aggregate Storage Option component of Essbase Pus may not be used. HAL BASIC is not incuded. Restricted use Essbase Pus (restricted to use ony for accessing data from Panning Pus) Restricted use Financia Reporting (restricted to use with Panning Pus ony) Restricted use Web Anaysis (restricted to use with Panning Pus ony) Restricted use Orace Data Integrator Enterprise Edition (restricted to use of the Orace Data Integrator Studio Embedded Agent component for use with Panning Pus as the ony target. Pease note that the embedded agent ony aows execution of scenarios from the ODI studio user interface. Running scenarios in batch mode with the stand aone agent requires a fu use Orace Data Integrator Enterprise Edition icense.) Edition (restricted to use for running Panning Pus ony) Restricted use Orace Internet Directory (restricted to storing Panning Pus user information ony) Orace Foundation Services Orace Smart View for Office See item (1) under Usage Notes and Restrictions on page 27. Tax Provision Prerequisites: Financia Management Pus Or Financia Cose Suite 20

21 Product Description Incuded Products and Components Workforce Panning Workforce Panning is a specia-purpose panning modue that makes head count, saary, and compensation panning efficient across the enterprise. Designed with prebuit functionaity and out-of-the-box best practices, it simpifies the panning of workforce and workforce-reated expenses, such as bonuses, fringe benefits, overtime payments, and merit increases. Additionay, it automaticay and seamessy inks workforce expense pans into Workforce Panning, aowing you to accuratey assess, in rea time, the business impact of workforce decisions on your overa expense pans. Edition (restricted to use for running Workforce Panning ony) Restricted use Orace Internet Directory (restricted to storing Workforce Panning user information ony) Panning Pus must be icensed separatey. WebLogic Server Standard Edition may ony be used to host J2EE or Java appication ogic that is distributed as part of Workforce Panning. Capita Asset Panning Capita Asset Panning provides a framework to automate the capita asset panning process whie bridging the gap between finance and operations. With Capita Asset Panning, capita asset pans are an integra part of Orace Panning, aowing you to accuratey assess the impact of capita decisions on overa expense pans. Edition (restricted to use for running Capita Asset Panning ony) Restricted use Orace Internet Directory (restricted to storing Capita Asset Panning user information ony) Panning Pus must be icensed separatey. WebLogic Server Standard Edition may ony be used to host J2EE or Java appication ogic that is distributed as part of Capita Asset Panning. Pubic Sector Panning and Budgeting Pubic Sector Panning and Budgeting extends the capabiities of Panning appication to address the unique requirements of pubic sector, heathcare and higher education organizations across the gobe With Pubic Sector Panning and Budgeting, organizations can integrate and simpify budget preparation, review and approva, pubication and discosure processes. Restricted use Essbase Pus (restricted to use of the Aggregate Storage Option component for use with Pubic Sector Panning and Budgeting ony) For fu detais on the restricted use icense for Orace Data Integrator Enterprise Edition, see Panning Pus. Panning Pus is a prerequisite for Pubic Sector Panning and Budgeting and incudes restricted-use Orace Data Integrator Enterprise Edition (restricted to use with Panning Pus as the ony target). When Panning Pus and Pubic Sector Panning are icensed together, Orace Data Integrator Enterprise Edition may be used to both move data into Panning Pus and write the updated data back to the origina ERP source. For any other data movement requirements, fu-use icenses of Orace Data Integrator Enterprise Edition are required. Panning Pus must be icensed separatey. Enterprise Panning Suite must be icensed separatey. 21

22 Product Description Incuded Products and Components Project Financia Panning Panning Pus or Enterprise Panning Suite must be icensed separatey. Panning Pus is a pre-requisite for Project Financia Panning and incudes restricted use Orace Data Integrator Enterprise Edition (restricted to use with Panning Pus as the ony target). When Panning Pus and Project Financia Panning are icensed together, Orace Data Integrator Enterprise Edition may be used to both move data into Panning Pus and write the updated data back to the origina ERP source. For any other data movement requirements, fu use icenses of Orace Data Integrator Enterprise Edition are required. Restricted use Essbase Pus (restricted to use of the Aggregate Storage Option component for use with Project Financia Panning ony) For fu detais on the restricted use icense for Orace Data Integrator Enterprise Edition, see Panning Pus. Financia Services Baance Sheet Panning Panning Pus must be icensed separatey. Enterprise Panning Suite must be icensed separatey. N/A Profitabiity and Cost Management Understanding profitabiity and cost in your business is fundamenta to improving performance. Profitabiity and Cost Management is a new performance management appication that provides actionabe insights into cost and profitabiity. Profitabiity and Cost Management drives business performance by discovering drivers of cost and profitabiity, empowering users with visibiity and fexibiity, and improving resource aignment. Essbase Pus cannot be used to create Essbase cubes that do not contain data used by the Profitabiity and Cost Management appication. WebLogic Server Standard Edition may ony be used to host J2EE or Java appication ogic that is distributed as part of Profitabiity and Cost Management. Edition (restricted to use for running Profitabiity and Cost Management ony) Restricted use Orace Internet Directory (restricted to storing Profitabiity and Cost Management user information ony) Restricted use Financia Reporting (restricted to use with Profitabiity and Cost Management ony) Restricted use Web Anaysis (restricted to use with Profitabiity and Cost Management ony) Restricted use Orace Data Integrator Enterprise Edition (restricted to use of the Orace Data Integrator Studio Embedded Agent component for use with Profitabiity and Cost Management as the ony target. Pease note that the embedded agent ony aows execution of scenarios from the ODI studio user interface. Running scenarios in batch mode with the stand aone agent requires a fu use Orace Data Integrator Enterprise Edition icense.) Restricted use Essbase Pus (restricted to use ony for accessing data from Profitabiity and Cost Management) Orace Foundation Services Orace Smart View for Office 22

23 Product Description Incuded Products and Components Performance Scorecard Pus (Not Avaiabe for Sae) Performance Scorecard Pus heps companies ceary articuate strategy and goas, communicate them across the enterprise, and monitor key performance indicators. It provides a fexibe approach to the deveopment of scorecards, supporting recognized scorecarding methodoogies and industry benchmarks. The software offers you compete strategy- and accountabiitymapping capabiities, as we as Web-based message boards, forums, and discussion threads. Edition (restricted to use for running Performance Scorecard Pus ony). Restricted use Orace Internet Directory (restricted to storing Performance Scorecard Pus user information ony) Orace Foundation Services Orace Smart View for Office WebLogic Server Standard Edition may ony be used to host J2EE or Java appication ogic that is distributed as part of Performance Scorecard. HAL BASIC is not incuded. See item (1) under Usage Notes and Restrictions on page 27. Strategic Finance Strategic Finance is a financia modeing appication that ets executives identify and understand the fu financia impact of aternative corporate strategies. Strategic Finance deivers pre-packaged modeing and forecasting so your finance experts can better spend their time testing aternative strategies, buiding contingency pans, and understanding the impact of those strategies and pans on your company's ong-term performance. WebLogic Server Standard Edition may ony be used to host J2EE or Java appication ogic that is distributed as part of Strategic Finance. Edition (restricted to use for running Strategic Finance ony) Restricted use Orace Internet Directory (restricted to storing Strategic Finance user information ony) Orace Foundation Services to support externa authentication provided through CSS (Shared Services) and common instaation ony Orace Smart View for Office Strategic Finance for Banking A powerfu anaytica soution enabing financia ending institutions to optimize the credit origination, underwriting and portfoio management process for commercia ending activities. WebLogic Server Standard Edition may ony be used to host J2EE or Java appication ogic that is distributed as part of Strategic Finance for Banking. Edition (restricted to use for running Strategic Finance for Banking ony) Restricted use Orace Internet Directory (restricted to storing Strategic Finance for Banking user information ony) Oracec Foundation Services to support externa authentication provided through CSS (Shared Services) and common instaation Orace Smart View for Office Enterprise (Not Avaiabe for Sae) Enterprise is a prepackaged appication for midsize organizations that heps financia managers improve financia consoidation and reporting efficiency whie enabing ine managers to quicky identify key trends and variances in order to make better, faster decisions. Enterprise can be distributed and instaed at remote offices quicky and easiy. It can be fuy depoyed by the finance organization with minima IT support, even on a standaone PC. Enterprise Web Reporting Enterprise Advanced Features (Organization by Period, Detaied Storage and Statutory Consoidations Engine) Auto Piot Aocations HAL BASIC is not incuded. 23

24 Product Description Incuded Products and Components Financia Data Quaity Management, Enterprise Edition Finance organizations need to enhance the quaity of interna contros and reporting processes. To meet these goas, you need a source-to-report view of financia data. Financia Data Quaity Management, Enterprise Edition aows business anaysts to deveop standardized financia data management processes and vaidate data from any source system a whie reducing costs and compexity. Fuy integrated with Orace s performance management appications, Financia Data Quaity Management is the ony enterprise-cass system for managing the quaity of financia data. These components must be icensed separatey: Financia Data Quaity Management, Enterprise Edition Adapter for Financia Management, or Restricted-use icense to Orace Data Integrator Enterprise Edition (ODI), restricted to use and modification of the Orace Data Integrator Projects deivered with the Orace Financia Data Quaity Management Enterprise Edition soey when used for Orace Enterprise Performance Management appications. The ODI repository deivered with FDMEE may not be used for any other purpose or any custom integrations. Orace Foundation Services Orace Smart View for Office Financia Data Quaity Management, Enterprise Edition Adapter Suite, or Financia Data Quaity Management, Enterprise Edition ERP Source Adapter for SAP Financia Data Quaity Management for Enterprise (Not Avaiabe for Sae) Data Reationship Management Financia Data Quaity Management for Enterprise can ony be used with Enterprise. It can not be used with other products, such as Financia Management. Enterprise (from the Orace price ist) or a Enterprise egacy product offering (such as Enterprise ENTB, Enterprise EC, Enterprise MML, Enterprise MMF) must be icensed separatey. As companies grow and evove, it becomes essentia to manage master data across information sios that resut from mergers and acquisitions, departmenta initiatives, or egacy system proiferation. Data consistency, integrity, quaity and accuracy suffer. And, no one trusts the information and insight that ensues. Data Reationship Management, (previousy known as Master Data Management) provides enterprises with a soution to buid consistency within master data assets despite endess changes within the underying transactiona and anaytica systems. Restrictions and Notes Set up of more than one pubic view requires the Data Reationship Read Ony Access option. Enterprise Adapter A icense to Orace Data Reationship Management (DRM) incudes restricted-use icenses to Orace Data Integrator Enterprise Edition (ODI), the Java container in Orace WebLogic Server Standard Edition (WLS), Orace Data Reationship Read-Ony Access Option (DRM ROA), and Orace SOA Suite (SOA). ODI is restricted to its database, fies, and XML knowedge modues used soey for extracting and preparing data for import into DRM. WLS is restricted to use with DRM, incuding SOA as restricted here. DRM ROA is restricted to a singe pubic view. SOA is restricted to use of two components Orace Web Services Manager (OWSM), to authenticate and provide message-eve security for DRM web services on WLS through the predefined poicies provided with OWSM); and Orace BPEL Process Manager, to enabe workfow functions to process requests within DRM. 24

25 Product Description Incuded Products and Components Data Reationship Steward Data Reationship Governance Orace Data Reationship Steward entites icensed users to interactivey manage, administer, and secure master data within the Orace Data Reationship Management repository. The data steward is a roe estabished within organizations to manage the consistency, quaity and integrity of master reference data sets across enterprise information systems. Prerequisites to be icensed separatey: m m m Data Reationship Management and/or Data Reationship Management for Orace Financia Cose Suite and/or Data Reationship Management for Orace Enterprise Financia Panning Suite Orace Data Reationship Governance entites icensed users to participate in master data change management and remediation workfows that are targeted at the Orace Data Reationship Management repository. Any user who needs to submit, enrich, approve, commit or be notified of a request within the Orace Data Reationship Governance appication, whether it be via a user interface or a service interface, must be have icensed access to this modue. Data Reationship Management must be icensed separatey. N/A Options Options for products are isted in the foowing sections. Options for Enterprise Financia Panning Suite Tabe 3 Options for Enterprise Financia Panning Suite Product Notes Incuded Products and Components Data Reationship Management for Orace Enterprise Financia Panning Suite Enterprise Financia Panning Suite must be icensed separatey (icense metric and quantity of this option and Enterprise Financia Panning Suite must be the same. Data Reationship Steward (minimum 1 per customer) See item (2) under Usage Notes and Restrictions on page 27. Restricted use Data Reationship Management (restricted to use where dimensions and hierarchies may ony be targeted to appications incuded within Enterprise Financia Panning Suite). Dimensions and hierarchies may not be targeted to other systems, such as a data warehouse. 25

26 Product Notes Incuded Products and Components Crysta Ba Enterprise Performance Management for Orace Enterprise Financia Panning Suite Enterprise Financia Panning Suite must be icensed separatey. See item (2) under Usage Notes and Restrictions on page 27. Restricted use Crysta Ba Enterprise Performance Management (restricted to use with Panning Pus, Strategic Finance and the restricted use of Essbase Pus provided within the Orace Enterprise Financia Panning Suite product icense ony) Options for Financia Cose Suite Tabe 4 Options for Financia Cose Suite Product Notes Incuded Products and Components Discosure Management for Financia Cose Suite Data Reationship Management for Financia Cose Suite Financia Cose Suite must be icensed separatey. See item (2) under Usage Notes and Restrictions on page 27. Financia Cose Suite must be icensed separatey. (License metric and quantity of this option and Financia Cose Suite must be the same.) Data Reationship Steward must be icensed separatey (minimum 1 per customer). See item (2) under Usage Notes and Restrictions on page 27. Restricted use Discosure Management (restricted to use with Financia Cose Suite ony) Restricted use Data Reationship Management (restricted to use where dimensions and hierarchies may be targeted ony to appications incuded within Financia Cose Suite). Dimensions and hierarchies may not be targeted to other systems, such as a data warehouse. Options for Financia Data Quaity Management, Enterprise Edition Tabe 5 Options for Financia Data Quaity Management, Enterprise Edition Product Notes Incuded Products and Components Financia Data Quaity Management, Enterprise Edition Adapter for Financia Management Financia Data Quaity Management, Enterprise Edition and Financia Management Pus must be icensed separatey. N/A 26

27 Product Notes Incuded Products and Components Financia Data Quaity Management, Enterprise Edition Adapter Suite To be icensed separatey: Financia Data Quaity Management, Enterprise Edition and the associated target appication such as Panning Pus, Essbase Pus, and/or other Orace Appication Panning Pus Adapter Essbase Adapter Financia Cose Management Adapter Orace ERP Appication Adapters (see the EPM System Certification Matrix for specific sources and versions) Financia Data Quaity Management, Enterprise Edition ERP Source Adapter for SAP Financia Data Quaity Management, Enterprise Edition must be icensed separatey. N/A Options for Data Reationship Management Tabe 6 Options for Data Reationship Management Product Notes Incuded Products and Components Data Reationship Management Read Ony Access Data Reationship Read Ony Access provides the abiity to create mutipe pubic views within Orace Data Reationship Management. Each pubic view may be configured to aow casua business users to browse, query, compare, export and downoad, without user authentication, those perspectives most reevant to the target user community. Data Reationship Management must be icensed separatey. See item (2) under Usage Notes and Restrictions on page 27. Usage Notes and Restrictions 1. Customers with egacy pre-system 9 product icenses must pay a Foundation Enabement migration fee to migrate to the corresponding Orace icenses, which incude Foundation Services. Additiona information can be found on esource at > License > Migration > Migration Pricing Practices > Acquisition Specific Migration Practices > Migration Practices. A detaied icense mapping spreadsheet can be found on esource at > License > Migration > Product Migration Listing > Pre-System 9. If you are an Orace partner, pease contact your Orace Representative for additiona information. 2. product option icense quantities must match the number of icenses of the associated product. This rue appies to a icense modes: Component, Customer Appication Suite, and Enterprise. Exampes incude the foowing: The number of Data Reationship Management for Enterprise Financia Cose Suite Appication User icenses must match the number of Enterprise 27

28 28 Financia Cose Suite Appication User Licenses. Simiary, the number of Data Reationship Management for Enterprise Financia Cose Suite Enterprise $M in Revenue icenses must match the number of Enterprise Financia Cose Suite Enterprise $M in Revenue icenses.

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