"Converting" FDM to FDMEE
- 1. Getting the Most out of EPM Converting FDM to FDMEE September 18, 2015 Scott Peters (speters@finitsolutions.com)
- 2. • Founded in 2002 • 75+ employees in 20+ states • Mostly CPAs, MBAs • We have extensive Hyperion product and financial reporting backgrounds • 50+ Planning / Essbase Clients • 80+ HFM Clients • Managed several of the largest EPM projects in the U.S. • Including the largest roll-out of HFM in North America • Market Leader in ARM/FCM • World Leader in FDM implementations and custom solutions Finit Overview
- 3. EPM Services • Finit Answers ‒ Technical Support ‒ Functional / Admin Support ‒ Access to Hyperion SMEs ‒ Dedicated support team and guaranteed response times ‒ Customer Service Focus ‒ Flexible Time and Material support packages ‒ ‘Pay as you Go’ option • Hyperion Planning & Essbase • Oracle Financial Close Suite • Infrastructure • Data Services • Project / Program Management • Redesign / Enhancements • Product Upgrades • Application enhancements / redesign • Performance optimization Dedicated Support Upgrades Full Cycle Implementations
- 4. • We make and deliver personalized financial reporting solutions and experiences. • By listening, questioning, and analyzing • By building relationships … not company to company, but person to person. • We are Makers and Doers Why is Finit Here?
- 5. We Run Finit like a Family • Invest in our employees • All owners actively involved in the business • No debt or external owners • Prioritize the customer, not profitability • Long term stability • Hire employees, not subcontractors • Compensation model based on client satisfaction How do we achieve our beliefs?
- 6. • Our values, on which we ask you to provide consultant feedback: Finit Values
- 7. • Our values, culture, and approach to becoming a trusted advisor to customers has led to 100% customer success for every Finit client (225+) and for every Oracle Hyperion project (450+) Finit Customer Success
- 9. Questions
- 10. Scott Peters speters@finitsolutions.com • Partner and Director of Integration Services • 10 years Hyperion Experience • FDM, FDMEE, ODI, ERPi, HFM, Essbase, Enterprise • Designed and implemented some of the most complex FDM integrations in the world (HFM, HE, Essbase/Planning and Data Warehouses) About the Presenter
- 11. • What will the utility convert • What won’t the utility convert • Prerequisites of the conversion • Performing the conversion • Post conversion steps • FDMEE Nuances • Intro to Jython Agenda
- 13. • Create the Integration with the Target • Periods and Categories (Global and Application) • Locations • Import Formats (.uss scripts will be tagged) • Validation Entities and Validation Rules • Logic Groups • Mapping • Data • Data Load Rules What WILL Convert
- 14. • User Security • Object Security • Scripts • Custom Reports • Control Group Locations • Task Flows What WILL NOT Convert
- 15. • FDM version 11.1.1.x and 11.1.2.x are supported • ERPi with FDM is only 11.1.2.x (11.1.1.3 and 11.1.1.4 will not migrate) • ODI Studio must be installed • Must be able to access the FDM and FDMEE databases via SQL Developer/SQL Management Studio • Download the Patch (21379349) Prerequisites
- 16. • Look at FDM to see what should convert Viewing FDM
- 18. • Database Activities • Update FDMEE Schema with SQL • Update FDM Schema with SQL • Install ODI Components • Create Logical Schema • Create Physical Schema • Import Scenarios Performing the Conversion
- 19. • Execute the Metadata Migration • Set Context • Set Variables (App Name, object prefix, etc.) • Execute • Execute the Data Migration • Set Context • Set Variables (App Name, object prefix, periods of data, etc.) • Execute • ***Need to repeat these steps for each Adapter that you have in FDM or each FDM application Performing the Conversion
- 20. • Need to repeat these steps for each Adapter that you have in FDM or each FDM application Performing the Conversion
- 21. • There could be several items that need to be done after the conversion is run • Update Drill Regions • Review Check Rules • Update Data Load Rules for filename • Run SQL if Oracle database due to CAPS issue • Run SQL to drop the FDM data models from FDMEE database • Update Calc Sequence for Planning/Essbase apps Post Conversion
- 22. Nuances of FDMEE
- 23. • When Importing data, automatically goes to Validate • Intersection Validation Report no longer has tooltips • Mapping has an ‘All Mappings’ tab where you cannot add a rule but can view all types • When browsing for data in FDMEE Workbench and maps it is case sensitive • FDMEE does not log mapping changes yet Nuances of FDMEE
- 25. • Indentation is important • If statements must line up (no end if) • Case sensitivity • StrCheck is not the same as strCheck or strcheck • If analyzing the length of a string or a taking the left 1, make sure that the length is greater than 0 first • It is different but it is not that scary!! Introduction to Jython
- 26. • File Parsing • String Parsing Introduction to Jython
- 27. • If Statement Introduction to Jython
- 28. • Additional If Statement Introduction to Jython
- 29. • Replace and Skip Introduction to Jython
- 30. Questions? Email us for a copy of the slides or link to the recording insights@finitsolutions.com Past webinars: www.finitsolutions.com/ webinars Thank you for attending! Presenter: Scott Peters speters@finitsolutions.com General Questions: Greg Barrett gbarrett@finitsolutions.com Joe Mizerk jmizerk@finitsolutions.com