Integrating Hybrid Environments

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Presentation transcript:

Integrating Hybrid Environments Andrew Hales 3/28/18

Who we are Providing exceptional quality and value, while imparting a customer-focused approach. Vertical Edge Consulting Group is your trusted partner for business consulting and technology solutions, ensuring reliability and scalability for your growing company. 2010 Year Founded 35 Employees 3 National Practices 2 Locations 1 Inspired Vision for Success Our Company Exceptional values, passion for success, and dedicated commitment drive our success. Oracle Platinum Partner Consultants average 12-15 years of industry and Big 4 consulting experience Technology focus on EPM, BI and Cloud solutions, integrating with leading Tier 1 and 2 ERP systems IT Strategy & Advisory Practice with CIO and Fortune 500 leadership experience In-depth understanding of Cloud Technology & Solutions, driving today’s strategic technology decisions Strong dedication to customer success and uncompromising values

Our services Trusted Advisory Technology Technology Expertise Enterprise Performance Management (EPM) Oracle Hyperion Financial Management Oracle Hyperion Planning Oracle Hyperion Planning & Budgeting Cloud Service (PBCS) Oracle Hyperion Essbase Oracle Hyperion FDM/FDMEE Oracle Hyperion DRM Oracle Hyperion Reporting & Analysis Oracle Hyperion SmartView Business Intelligence (BI) Oracle Business Intelligence Enterprise Edition (OBIEE) Oracle Business Intelligence Foundation Suite (BIFS) Oracle Business Intelligence Cloud Service (BICS) Oracle Business Intelligence for Applications (OBIA) Advisory Services CIO Advisory IT Strategy Cloud Advisory Project Management Oversight (PMO) Enterprise Resource Planning Advisory (ERP) Enterprise Architecture Technology Technology Expertise

Oracle epm experience Enterprise Planning & Forecasting Oracle® Certified Platinum Partner One of the nation’s leading Oracle EPM strategy & implementation firms Successfully implemented Oracle EPM solutions for dozens of clients in the US, and abroad Oracle EPM professional average 15 years of hands-on experience Focused on Fortune 500 companies & large scale, enterprise-wide implementations Deep expertise from process design to technology implementation Proven functional and industry templates to leverage best practices Hyperion Essbase, Planning and HFM certified professionals Enterprise Planning & Forecasting Planning, Budget & Forecasting Workforce & Capital Expenditure Planning Planning System Design & Implementation Balanced Scorecard Hyperion Planning™, Workforce Planning™, Capital Expense Planning™ Financial Consolidation Financial Close Process Design Consolidation System Design & Implementation Financial Reporting & Analysis Financial Management™, Financial Data Quality Management™ Reporting & Analytics Management Dashboards Profitability Analysis Human Resource Analysis Sales & Procurement Analytics Essbase™ Solutions, SmartView™, and reporting tools Business Intelligence Data Management & Integration Content Management BI Enterprise Edition™, Data Relationship Management™ and integration tools

AGENDA Hybrid Environment Overview Solutions for Data Integration Q&A

What do we mean by hybrid environment? Basically any environment with a cloud EPM product involved that has on premise data sources– PBCS/FCCS/ARCS A non hybrid environment would be something where both the EPM product and the data source are cloud based. Example: Fusion Financials and PBCS – these have direct integrations in the cloud and nothing crosses into the on premise world. The integration solutions presented here really apply to any EPM cloud product The integration challenge comes down to this – you cant connect your local resources directly to oracle cloud resources.

Options for integrating hybrid environments REST API Very flexible High level of technical skill needed – all code based EPMAutomate Command line interface Can accomplish most tasks necessary Some coding necessary FDMEE On Premise Simple familiar user interface All features of FDMEE available for use Licensing required

REpresentational State Transfer (REST) What is rest API ? REpresentational State Transfer (REST) An architecture for client-server web communication Application Programming lnterface (API) Lets products and services communicate with each other REST describes any simple interface that transmits data over a standardized interface (such as HTTP). REST provides a set of design rules for creating stateless services that are viewed as resources can be identified by their unique Uniform Resource Identifier (URIs).

About REST API for Oracle EPM Cloud Audience The REST API for Oracle EPM cloud is intended primarily as a tool for infrastructure consultants and administrators Prerequisites Access as a service administrator to the cloud service Technical and functional knowledge to understand and execute the REST APIs, and to administer the product. Knowledge of Java, cURL, Groovy, and REST programming.

REST API GENERAL info Very flexible – can do virtually anything you can think of Does not require setup inside the cloud application Can use any language you like Groovy is your best choice – Oracle has created “helper” functions that make writing this code much easier https://docs.oracle.com/cloud/latest/epm-common/PREST/common_helper_functions_for_groovy.htm#PREST-pbcs_rest_api_book_25

About the EPM Automate Utility 11 The EPM Automate Utility enables Service Administrators to remotely perform tasks within Oracle Enterprise Performance Management Cloud instances. It enables Service Administrators to automate many repeatable tasks Scripts login to the EPM Cloud and execute commands on the application Many of the execution commands require repeatable jobs be created in the application Login operations are done with Oracle cloud credentials; passwords can be encrypted

About the EPM Automate Utility 12 Actions Available in EPM Automate: Import and export metadata Import and export data Import and export reports, forms, application snapshots, and other artifacts Upload files to cloud folders from local drives Download files from the cloud folders to local drives Run business rules Refresh the application databases Run Data Management rules Set Substitution Variables Reset Services And more…

Installing epm automate 13 The EPM Automate Utility installer for Windows and Linux/UNIX is available from the service. Once downloaded install it by running it as administrator. By default, the Utility is installed in C:/Oracle/EPM Automate. Note: Re-installation is needed as new versions of utility are released.

Can be triggered with Shell script Running epm automate 14 The EPM Automate Utility can be ran with: Windows Can be triggered with Windows Batch Command and others Linux/UNIX Can be triggered with Shell script Simple Syntax – Artifacts need to exist in cloud application call epmautomate login user password url domain call epmautomate rundatarule LoadAct StartDate EndDate REPLACE STORE_DATA ActualData.txt

FDMEE on Premise Available in 2.4.200 PSU Easy setup and connectivity Allows you to take advantage of all the on premise features that are not possible with the cloud data management module Some limitations – check rules not supported Current supported cloud products PBCS EPBCS FCCS

FDMEE SETUP Copy and import SSL certificate into on premise WebLogic setup Register Target application – provide credentials

FDMEE SETUP Once target app is created this is similar to any other FDMEE integration Import Formats, Locations, Data Load Rule, Mappings etc must be created to support. The cloud target app behaves like any other target application in 2.4. You can extract data and send to other applications, use the Open Interface Adapter, use pre-delivered integrations such as JDE, EBS, SAP BW.

VE WEBSITE More detailed presentations for the REST API and EPM Automate on our website www.verticaledgecg.com