1 Taking your Hyperion upgrade to the next level May 21, 2014 John A. Booth Practice Leader, Infrastructure and Integration
2 Huron at Kscope14
3 Our Kscope14 Presenters Improving the Long-Range Planning Process: Enabling a More Analytic Process Using Hyperion Strategic Finance Scott Leshinski, Blue Stone - a Huron Consulting Group solution When: June 23, 2014, Session 1, 10:45 am - 11:45 am Bridging the Gap between the CFO and the CIO with OBIEE and Oracle Hyperion EPM System Mike Nader, Blue Stone -- a Huron Consulting Group solution When: June 24, 2014, Session 10, 4:45 pm - 5:45 pm Expanding Your Analytic Horizons with MDX (Introduction to MDX) Mike Nader, Blue Stone -- a Huron Consulting Group solution When: June 25, 2014, Session 12, 9:45am - 10:45 am Bulletproofing Excel and Smart View Charles Beyer, Blue Stone - a Huron Consulting Group solution When: June 25, 2014, Session 14, 2:00 pm - 3:00 pm PDF Bursting into Workspace Celvin Kattookaran, Blue Stone - a Huron Consulting Group solution When: June 25, 2014, Session 16, 4:30 pm - 5:30 pm Extending Your EPM and BI Solutions with Oracle Foundation Suite David Collins, Blue Stone - a Huron Consulting Group solution When: June 25, 2014, Session 16, 4:30 pm - 5:30 pm THURSDAY DEEP DIVE: EPM Foundations John Booth, Blue Stone -- a Huron Consulting Group solution When: June 26, 2014, Session 17 - Deep Dive, 9:00 am - 11:00 am Huron Consulting Group. All rights reserved. Proprietary & Confidential.
4 Kscope14 Client Event If you are attending Kscope14 and would like to attend our client networking event, please reach out to Susan Mizerak at with your first and last name, , and company name Huron Consulting Group. All rights reserved. Proprietary & Confidential.
5 Why are we here?
6 Why are we here? The Hyperion release is just over a year old and considered to be a stable platform. For those companies on the 9.3 and platforms an upgrade is long overdue. For those companies on the /1/2 releases the release has very compelling features. Who are John, Huron, and BlueStone? What are the typical upgrade drivers When to lift and shift or redesign? How long is a typical upgrade? Should we consider hosting or the cloud? Which software should I choose? What hardware makes sense? What are the upgrade best practices? Huron Consulting Group. All rights reserved. Proprietary & Confidential.
7 Who are we?
8 About me Infrastructure and Integrations Leader Infrastructure expert across the EPM and BI Foundation Suites Conference speaker: Oracle OpenWorld and Kscope Functional implementations on Essbase, FDM EE/Classic, Oracle Data Integrator, and Planning Co-author of Developing Essbase Applications Contributor to Network 54 and Oracle Technical Network Huron Consulting Group. All rights reserved. Proprietary & Confidential.
9 Huron at a Glance NASDAQ: HURN $800M Revenue 2,283 Full-Time Employees 1,417 Billable Consultants 800 Client Engagements Globally Huron Consulting Group. All rights reserved. Proprietary & Confidential.
10 Blue Stone and Huron Bringing the Power of Two Huron Consulting Group. All rights reserved. Proprietary & Confidential.
11 Product Skill Sets Experience with a wide variety of products and releases Crystal Ball all releases Data Relationship Management all releases Essbase Versions 5 through FDM Enterprise Edition Financial Close Management X Financial Data Quality Management Versions 8 though Financial Management Versions 3.5 through Financial Reports and Web Analysis Versions 7 through Oracle Business Intelligence 10.3, X Oracle Data Integrator , , X Profitability and Cost Management x Planning Versions 4 through Strategic Finance all releases Huron Consulting Group. All rights reserved. Proprietary & Confidential.
12 Why upgrade?
13 Top 5 Upgrade Drivers Support Compatibility New Features New Products Hardware End of Life / Virtualization Premier support for releases through 2018 Office 2013 in the latest Smart View releases Oracle 12c Windows 8 Foundation RBDMS vs. OpenLDAP DRM DRG Module FR Usage Tracking HFM Unlimited Dimensions Planning Form & Workflow Essbase Fix Parallel Account Reconciliation Manager Disclosure Management Financial Close Manager Tax Provisioning Project Financial Planning FDM EE months Aging physical hardware is often a candidate for virtualization Huron Consulting Group. All rights reserved. Proprietary & Confidential.
14 Release timelines and Microsoft certifications 14 Release Desktop Browser Office Windows Server / MS DB XP, Vista IE 5,6,7 Office XP 2007 Win Server: 2003 SQL Server: XP, Vista, Win 7 IE 7,8 Office XP 2010 Win Server: 2003 SQL Server: XP, Vista IE 6,7 Office XP 2007 Win Server: 2003 SQL Server: XP, Vista, Win 7 IE 6,7,8* Office XP 2010* Win Server: 2003 SQL Server: XP, Vista, Win 7 IE 6,7,8,9 Office Win Server: R1 SQL Server: XP, Vista, Win 7 IE 7,8 Office Win Server: R2 SQL Server: XP, Vista, Win 7 IE 7,8,9 Office Win Server: R2 SQL Server: XP, Vista, Win 7, Win 8* IE 8,9,10* Office * Win Server: R2 SQL Server: * Supported with Hyperion patches; see certification matrices at: Huron Consulting Group. All rights reserved. Proprietary & Confidential.
15 Product support for and as of May 2014 Major Product Releases Premier Support x Extended Support Sustaining Support Through Technical Support Access to Knowledge Base Updates and Fixes Security Alerts Pre-Existing Critical Patch Updates Pre-Existing Tax, Legal, and Regulatory Updates Pre-Existing Upgrade Tools/Scripts Pre-Existing Access to Platinum Services Pre-Existing Certification with most existing Oracle and third-party products Certification with most new Oracle and third-party products/versions Major Product Releases Huron Consulting Group. All rights reserved. Proprietary & Confidential.
16 Lift and shift vs. Redesign
17 Lift and Shift vs. Redesign When you hear the term Lift and Shift it means move the current software to the new version with the least amount of changes; we regard this as a best practice. Lift and Shift Application data and metadata are close but need tweaks Classic applications and would like to try EPMA Redesign Business has measurably changed and the reporting capabilities no longer meet basic needs New dimensionality needed; impacts rules, forms/grids, and reports Some applications are no longer in use; need to reinvigorate the process Using legacy Hyperion software e.g. Enterprise or Pillar Huron Consulting Group. All rights reserved. Proprietary & Confidential.
18 How long?
19 Oracle Partner Information Technology Business Upgrade Approach Requirements and Design Build and Migrate Training and User Acceptance Deployment and Go-Live Support Business Lead Requirements Gathering Establish Service Levels / Performance Needs Document Existing Issues Establish training needs Discuss Hyperion Version Business SME Review of Requirements and Technical Implementation UAT Script Development Power User Training End User Training Acceptance Testing Issue Tracking Go-Live decision based on test results and issues list Issue Tracking IT Lead Requirements Gathering Discuss Service Levels / Performance Needs Document Existing Issues Define System Integrations Establish / Validate Design Establish training needs Hardware / Software Procurement Hardware Installation and Base Operating Systems Desktop Packaging Installation Shadow Review UAT Test Scripts Integration Testing Issues Tracking Change Control Desktop Deployment Production Migration Post Go-Live Support Technical Break Fixes Partner Lead Requirements Gathering Discuss Service Levels Review System Integrations Establish / Validate Design Installation Checklists Discuss training options Hyperion Installations Migration Activities System Documentation Security Provisioning Training Development UAT Script Development Train the trainer Facilitate UAT Integration Testing Technical Break Fixes Production Migration Post Go-Live Support Technical Break Fixes Huron Consulting Group. All rights reserved. Proprietary & Confidential.
20 Implementation Timelines Implementations range from two months to twelve months; this is driven by many factors: The release you choose Consider lead time for IT resources (both hardware and people) Your commitment to the process Organizational maturity and complexity Number of Products and Integrations (Regression and User Acceptance) Number of Users (Training, Software Deployment) Application Enhancements (Re-platform vs. Rebuild) Huron Consulting Group. All rights reserved. Proprietary & Confidential.
21 System Architecture Complicated architectures complicate projects; rationalize the architecture and simplify where it makes sense. Virtualization can help simplify. Red Hat Enterprise Linux 6.x 16 VCPU 48 GB RAM / 64 GB SWAP / 2 GB TMP OS: 80 GB APP: 100 GB Oracle 11g client +.NET Oracle HTTP Server WebLogic bit / JROCKIT 29 Calc Mgr Web EAS Web EPMA Web Financial Reporting Web FDMEE Foundation Services Web Oracle Business Intelligence (after DFAST) Planning Web Provider Services Web RA Framework Services (Core Services) Web Analysis Web Workspace Web Load Balancer Sticky session based on source IP 3600 second TCP timeout Windows Server 2008 R2 STD 12 VCPU 16 GB RAM / 24 GB PAGE OS: 50 GB APP / DATA: 8K IOPS GB IIS 7.5 (ASP / ASP.NET) WebLogic bit / JROCKIT 29 (HSF Web) Oracle Data Providers for.net HSF App Server HSF ASP Web Server HSF Web (requires Windows) EPM Architect Dimension Server Windows Server 2008 R2 EE 4 VCPU 48 GB RAM / 24 GB PAGE OS: 50 GB APP / DATA: 200 GB IIS 7.5 (ASP / ASP.NET).NET Framework 4.0 Data Relationship Management Foundation Services Web 12 GB / DRM application Windows Server 2008 R2 STD 4 VCPU 8 GB RAM / 12 GB PAGE OS: 50 GB APP / DATA: 200 GB IIS 7.5 (ASP / ASP.NET).NET Framework bit Oracle Client UPK Knowledge Center 12.1 UPK Content Server 12.1 NFS Shared Volume RA Framework Lifecycle Management OBIEE (across all environments) Gigabit Ethernet Database Server 4 VCPU 12 GB RAM Oracle /12.1.x Database See checklist for parameters Schema Roles/Rights CREATE SESSION CREATE VIEW CREATE TYPE CREATE TABLE CREATE CLUSTER CREATE TRIGGER CREATE SEQUENCE CREATE INDEXTYPE CREATE PROCEDURE CREATE ANY SYNONYM DROP ANY SYNONYM UNLIMITED TABLESPACE Extend Tables by 500 MB Auto Extend On 5 GB of TEMP Tablespace Schemas HYP_BIPLUS (200 MB) HYP_DRM (500 MB) HYP_EAS (200 MB) HYP_EPMA (200 MB) HYP_FDMEE (20 GB) HYP_CALCMGR (200 MB) HYP_PLANSYS (200 MB) HYP_PLANAPP1 (200 MB) HYP_PLANAPP2 (200 MB) HYP_PLANAPP3 (200 MB) HYP_PLANAPP4 (200 MB) HYP_PLANAPP5 (200 MB) HYP_RULES (200 MB) HYP_SS (200 MB) HYP_STUDIO (200 MB) OBI_BIPLATFORM (200 MB)* OBI_MDS (200 MB)* UPK_CONTENT (200 MB) UPK_KCENTER (200 MB) Red Hat Enterprise Linux 6.x 16 VCPU 64 GB RAM / 128 GB SWAP OS: 50 GB Mirrored TMP: 2 GB APP: 200 GB DATA: 50K IOPS GB Oracle Essbase Oracle Essbase Studio NOTES: Windows exclude app and data path DRIVE:\Oracle from Antivirus Linux Exclude installation path from Antivirus Any VMWARE file-systems must be thick provisioned as EAGER ZERO Huron Consulting Group. All rights reserved. Proprietary & Confidential.
22 Product Integrations More integrations mean more regression testing METADATA Financial Reporting Source Systems DATA Financial Data Management EE / Oracle Data Integrator Planning / Essbase Data Relationship Management Relational Database BI Foundation Suite DATA MAPPINGS Crystal Ball Strategic Finance Huron Consulting Group. All rights reserved. Proprietary & Confidential.
23 Should we consider hosting or cloud?
24 Hosting or Cloud? Huron has hosted offerings Many times a decision to move from your own company datacenters to hosted or cloud solutions is an Information Technology driven choice. What about the Cloud? Oracle has a robust cloud strategy now with the Planning Budgeting and Cloud Service (PBCS) in full swing. The cloud offers many times a more efficient way to deploy and upgrade software. If you are on a Planning or Essbase only implementation with few integrations the cloud is something to seriously consider for your future migrations. What about Hosting? Many firms including Huron offer hosting capabilities to place your licensed software in an external data center. Many times this is driven by lack of internal Hyperion knowledge, corporate direction, or cost reduction goals Huron Consulting Group. All rights reserved. Proprietary & Confidential.
25 What software?
26 Version and patch selection For in place upgrades ensure you have at least 3 Environments and good backups; I only suggest this for x when using the Service Patch ability. Installation Type Patch New install Service pack Major upgrade (migration) Recommendation Individual patch applications usually take less than an hour and the system can be tested in less than a day. Only apply patches which have been released for longer than one month. Always apply patches to your non-production environment and allow it to burn in for two weeks. Select the most recent version when you are implementing Essbase for the first time and your timeline is greater than three months. This will provide the best feature set, support the most recent client software, support the most recent server software, and provide more longevity over older releases. A service pack is a mini in-place upgrade. Wait at least month before applying a service pack. Perform full regression testing in your non-production environment and attain formal sign-off to install in production. Select the most recent version which has over three months of release time. Major upgrades can run from a few weeks for a very small user base with a minimal number of applications to several months for a large global user base with hundreds of applications Huron Consulting Group. All rights reserved. Proprietary & Confidential.
27 Operating System Selection Use an Operating System which your company has the skill set to support which is formally certified by Oracle for the your selected Hyperion version Windows is still required for some key Hyperion Modules: EPM Architect (EPMA) Financial Management* Financial Data Quality Management* Strategic Finance Linux is a logical choice when migrating from related operating systems e.g. IBM AIX, Oracle Sun Solaris, Hewlett Packard HP-UX Huron Consulting Group. All rights reserved. Proprietary & Confidential.
28 Database Selection Use a Database which your company has the skill set to support which is formally certified by Oracle for the your selected Hyperion version Be aware of product limitations; some newer Oracle products only support Oracle DB on the initial release. Review certification matrices and product notes Huron Consulting Group. All rights reserved. Proprietary & Confidential.
29 What hardware?
30 Physical vs. Virtual Virtualization is the concept of running multiple copies of an operating system on one physical server. These two things along with the drive to reduce cost of ownership have made virtualization more popular than ever. Modern virtualization software provides for a high level of fault tolerance with automatic movement of running applications to redundant hardware in cases of system failure. Virtualization Rules 1. Do not be the first enterprise application to adopt 2. Ensure Hyperion products have dedicated resources 3. Performance test the environment and have real performance data available to vet the virtual environment 4. Be aware of possible shared resource contention e.g. Storage Area Network 5. Be aware of the processor speed of prior environment vs. new environment 6. Do not reuse old hardware Huron Consulting Group. All rights reserved. Proprietary & Confidential.
31 Why Exalytics New Challenges Need to analyze/aggregate/display huge volume of data with extreme fast response time Solutions by Exalytics High computing capacity: more CPUs/Memory In-Memory Analytics: DW/Aggregates/Tmp in memory for extremely high performance Fast inter-connectivity with InfiniBand Fully Optimized: Analytics software is optimized to fully utilize the highly performing hardware. Performance OBIEE Accelerator OracleEssbase Accelerator Oracle In-Memory Data Caching OracleBI Publisher Accelerator At Halliburton, we partnered with Huron to complete a Proof of Value (POV) using Exalytics on our Hyperion Environment. Huron showed us how we could use Exalytics to consolidate our servers and improve calculations that are more than 3 times faster. We ve had a world class Hyperion environment for years, but now it has 33 fewer servers and performs much better. Thank you Huron for completing work that exceeded expectations. JR Irvin, Senior Manager Financial Reporting Systems Huron Consulting Group. All rights reserved. Proprietary & Confidential.
32 Exalytics X3-4 Operating System Oracle Enterprise Linux Compute 4 Intel Xeon E7-4870, 40 cores total Memory 2 TB RAM Networking 40 Gbps InfiniBand 2 ports 10 Gbps Ethernet 2 ports 1 Gbps Ethernet 4 ports Dedicated Integrated Lights Out Management (ILOM) Storage 2.4 TB Flash 5.4 TB Hard disk storage Huron Consulting Group. All rights reserved. Proprietary & Confidential.
33 Exalytics T5-8 Operating System Oracle Sun Solaris Compute 8 SPARC T5 processors -128 cores total Memory 4 TB RAM Networking 40 Gbps InfiniBand 4 ports 10 Gbps Ethernet 4 ports 8 Gbps FibreChannel 4 ports Storage 6.4 TB Flash Storage 9.6 TB Hard disk Storage Huron Consulting Group. All rights reserved. Proprietary & Confidential.
34 Best Practices
35 Best Practices Identify upgrade goals Vendor Support (MS Office, Browser, Operating System, ) Address existing issues (correct product issues, app design, or hardware design) Timing Establish a budget Understand your IT lead-times Establish change freeze Select a time in the year that is least busy for user community Identify internal and external resources Make the migration a priority Management Team (Change Management) Internal IT Group (Server and Desktop Configuration) Consulting Partner (Implementation) User Community (Acceptance testing) Huron Consulting Group. All rights reserved. Proprietary & Confidential.
36 Best Practices Testing and Acceptance Create formal test scripts to validate system and assure data quality; the more customized your environment is the more testing you will require Perform application, user acceptance and performance / stress testing to ensure application stability and system functionality Environment Synchronization Determine method to keep new environment synchronized with old Go Live Establish go/no-go checks starting two weeks before go-live Roll out desktop updates based on a go decision Queue up business and IT support staff to handle any issues Huron Consulting Group. All rights reserved. Proprietary & Confidential.
37 Why Huron?
38 Why Huron Infrastructure expertise Proper sizing of environment Proper installation and configuration Product expertise Skills in individual products People with skills in multiple products Domain expertise Deep knowledge of accounting and finance Industry expertise Relationship with Oracle Product issues will get addressed The combination of all these things means Your applications will run reliably and perform to your standards Your applications will solve the business problems they are designed to solve We will support you every step of the way Huron Consulting Group. All rights reserved. Proprietary & Confidential.
39 Proven ability to handle road bumps Auto Parts Manufacturer Duplicate named journal interrupts HFM schema upgrade Oil Services Remote Desktop Timeout interrupts HFM schema upgrade Executive Search Firm Replaces physical with slower virtual machine Electrical Parts Supplier Reuses old hardware leading to performance issues Manufacturing Firm Defect with clustered core services Huron Consulting Group. All rights reserved. Proprietary & Confidential.
41 Contact Information John A. Booth Director, Huron Consulting Group Chicago, Illinois I USA Office Mobile Huron Consulting Group. All rights reserved. Proprietary & Confidential.
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