"converting" fdm to fdmee

Getting the Most out of EPM

Converting FDM to FDMEE

September 18, 2015

Scott Peters (speters@finitsolutions.com)

• 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

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

• 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?

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?

• Our values, on which we ask you to provide consultant feedback:

Finit Values

• 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

Some Finit Customers

Questions

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

• 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

Conversion Utility Overview

• 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

• User Security

• Object Security

• Scripts

• Custom Reports

• Control Group Locations

• Task Flows

What WILL NOT Convert

• 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

• Look at FDM to see what should convert

Viewing FDM

Performing the Conversion

• 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

• 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

• Need to repeat these steps for each Adapter that you have in FDM or each FDM application

Performing the Conversion

• 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

Nuances of FDMEE

• 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

Introduction to Jython

• 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

• File Parsing

• String Parsing

Introduction to Jython

• If Statement

Introduction to Jython

• Additional If Statement

Introduction to Jython

• Replace and Skip

Introduction to Jython

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