prepared by: agent, groovy rules, and data management
TRANSCRIPT
Prepared by:
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Connecting Oracle Cloud Planning Directly to On-Premises Oracle Human Capital Management
Leveraging the EPM Integration
Agent, Groovy Rules, and Data
Management
August 2021
Paul Mack, Director
Tim Norton, Solution Architect
Grant Thornton
About Grant Thornton
Thriving since 1924, our U.S. firm is people-focused and
purpose-driven. We believe business should be more
personal and that the strongest results start with trust.
Who we serve:
53offices
8,459people, including
595 partners
* Statistics as of July 31, 2020
$1.92bnin revenue
Fortune 100
companies44%Fortune 1000
companies34%Fortune 500
companies37%
Grant Thornton solutions
Financial statement
audits
• SEC registrants
(public companies)
• Private companies
• Employee benefit
plans
• Not-for-profit
organizations
• Government
Accounting advisory
services
• Accounting change
• Transaction
support
• On-call technical
advice
Public finance
services
• Cash flow and yield
verification
• Arbitrage rebate
compliance
Regulatory & reporting compliance
• U.S. federal, state & local and
international tax compliance
• Co-sourcing / outsourcing
(rightsized to your unique
needs)
• Loan staffing
• Tax provision preparation or
review
• Income tax outsourcing / RAR
• Indirect tax compliance (leased
property, compliance, business
licenses, property tax
outsourcing, sales tax
outsourcing, payment
processing, VAT, premium tax)
• Global compliance & reporting
services
• Expatriate compliance services
Strategic consulting & risk
management
• Compensation & benefits
(including executive
compensation)
• Federal Tax
• Accounting & tax methods
• R&D credit services
• Fixed asset services
• Employment tax
• State and local tax
• Credits & incentives analysis
• Income & franchise tax
services
• Indirect tax
• International Tax
• Cross-border planning
• Transfer pricing consulting
and documentation services
• Advanced pricing agreements
and tax controversy
• Withholding and reporting
• M&A / divestiture planning
• Bankruptcy / restructuring
• Post merger integration and
value creation
• Tax function optimization and
automation, including analytics ,
visualization, blockchain and
OCR solutions
Strategy
• Customer & Brand
Strategy
• Corporate & Growth
Strategy
Mergers & Acquisitions
• Acquisitions
• Divestitures
Corporate Finance
• Restructuring &
Turnaround
• Forensics
• Valuation & Modeling
Finance
Transformation
• Cost & Performance
Management
• Financial
Modernization
• Shared Services
Operational &
Organizational
Transformation
• Agile & Program
Management
• Business Change
Enablement
• HR Transformation
• Operations
Transformation
• Sourcing & Supply
Chain Management
Technology
Transformation
• Digital Services &
Innovation
• Technology Strategy
• Enterprise
Information
Management
• Infor
• Oracle
• Workday
• Enrich
Cybersecurity &
Privacy
• Strategy &
Management
• Cyber Defense
• Identify & Access
Management
• Privacy & Data
Protection
• Third Party Risk
Risk, Compliance &
Controls
• Risk Management
• Regulatory
Compliance
Consulting
• Financial Crimes &
Fraud Analytics
• Internal Audit
• Sarbanes Oxley
• Controls Consulting
• Controls Loan Staff
• Controls Test
Automation
Strategic Assurance &
SOC Services
• SA&S Readiness
Consulting Services
• SOC 1
• SOC 2, 3
• Other SSAE 18 Attest
Services
• IT Certifications
Audit Tax Advisory
Our Oracle Practice
An Oracle EPM Next-Generation Integration
Solution
Our presentation will show that Planning and Budgeting cloud has matured and
now has the complete set of integration capabilities that IT organizations have
been asking for since the early days of the EPM cloud. This is the answer for
anyone who asks when Oracle’s on-premises and cloud products will achieve
tighter integration. The answer is now.
Presentation Objectives
Objectives
• Provide a real-world use case for the Enterprise Performance Management Integration Agent,
• Demonstrate how the EPM Integration Agent and Data management can work together to seamlessly maintain hierarchies in Planning and Budgeting cloud directly from on-premises data sources.
• Show how a Groovy rule can be used to launch sophisticated on-premises to cloud integrations and database calculations from a single button click on a Cloud Planning web form.
• Provide a walk through the chain of custody ensuring that employee data is kept tightly secure every step of the integration process.
• Prove that Oracle’s on-premises and Enterprise Performance Management Cloud products have achieved tighter integration with the addition of the Enterprise Performance Management Integration Agent and the growing adoption of Groovy rules.
Real World Example
A Real-World Solution
A best practices design to successfully integrate employee roster metadata and
employee data directly from HRMS to PBC Work Force Planning by leveraging the
EPM Integration Agent, Data Management, and Groovy Rules. This integration
can be easily launched from a right-click menu on a planning form. We will review
a real-world solution implemented at the U.S. division of a global imaging and
electronics company.
HRMS Views
Materialized Views
• Employee Dimension Attributes: Job Function, Job Grade, Job Family, Job Title
• Employee Hierarchy
• Employee Data
• Headcount Data:
A HRMS program is scheduled to run at month-end to refresh the materialized views. We leveraged materialized views since the data needed to be effective the last day of the month. The metadata & data needs to be frozen for that specific month-end even if the metadata & data are reloaded later.
Process Steps
• Step 1 : The HRMS Mat View Refresh program is run in the early morning on the
first of each month (with real time data from Oracle HR for Data load, Data
dimension).
• Step 2 : The HRMS Headcount program is run in Oracle HR for the month day
range and data is updated in a mat view
• Step 2: Attribute files are generated from the mat views and uploaded to PBC WFP
• Step 4: The Employee dimension is replaced in PBC WFP from a mat view via the
EPM Integration Agent
• Step 5: The Employee data is cleared and reloaded in PBC WFP from a mat view
via the EPM Integration Agent
• Step 6: Headcount data for the close month is loaded in PBC WFP from a mat view
via the EPM Integration Agent
HRMS Employee Dimension View Example
Employee Dimension View
HRMS Employee Data
Employee View
Costing Information,
Employee Number, Status,
Hire Date, Employee Level,
Full/Part Time,
Compensation Frequency,
Compensation Rate,
Supervisor Name, Incentive
Target %, Bonus Target
HRMS View Example - Headcount
Headcount View
• All Org changes are captured by employee
• Adds (hires), Terms, transfers, status change to loa
• Existing HRMS program logic was used to ensure the consistency
between existing HRMS headcount reporting and PBC.
• Costing information is ‘joined’ by employee number
• The activity date was added for trouble-shooting, but it was
not loaded into PBC.
Column Name
Company
Business_Unit
Cost_Center
Location
Employee_Number
Mgr_Hierarchy
Job_Name
Adds
Terms
Transfers
LOA
Headcount
Employment Category
Activity
Activity_date
Most Mappings Occur in Data Management
In this example, the employment category for each employee number was translated to
a numeric FTE value (.25, .5, 1) in Data Management
EPM Integration
Agent
The EPM Integration Agent Explained
What is it?
How does it work?
Why should you use it?
What is the EPM Integration Agent?
The EPM Integration Agent is a light-weight on-premises tool available for download
within the Oracle EPM environments. The tool enables direct integration from on-
premises data sources such as ERP systems and data warehouses. Event scripts within
the EPM Integration Agent also enable integration with any data sources which use
SOAP or REST interfaces.
• E-Business Suite
• PeopleSoft
• JD Edwards
• SAP
• Microsoft Dynamics
ERP
• Microsoft SQL Server
• Oracle Database
• IBM DB2
• ODBC Connections
• Flat File Sweep
Relational/File Data Warehouse
• SOAP
• REST
Web Services and APIs
Process
• Users run integration on demand or
schedule through cloud interface
• Load on-prem data through Data
Management from as many sources
as needed
• Map/transform data for EPM
applications
Inputs
• On-Prem General Ledger
• On-Prem Sub Ledger
• On-Prem Relational DW
• Other on-prem or cloud data sources
Outputs
• Seeding of Budget/Forecast
• GL for Financial Consolidation
• GL/Sub-Ledger Reconciliation
• Essbase Reporting/Analytics
• Mapped data for third-party
applications
• Dimension hierarchies
How does the EPM Integration Agent work?
Data Load Rule
Business user runs the
data load rule from the
user interface. Business
users can also
schedule a recurring
data load from the
same user interface.
User Runs
Integration or the
Integration is
Scheduled by
Administrator
Integration Parameters
The SQL is stored in the
cloud and bind variables
can be passed at
runtime.
DM Passes
Parameters and
SQL to Agent Queue
Agent Polling
The agent polling
frequency can be
configured for
asynchronous process.
Agent Polls the
Queue and Runs
SQL
SQL Results
The results of the SQL
query are uploaded
directly to the cloud
instance without any
additional stops along
the way. (No SFTP
folder or DMZ).
Agent Uploads SQL
Results to DM
ETL and Automation
Data can be
transformed with the
source SQL and with
the DM import format
and data load
mappings. The
transformed data is
finally loaded to the
target application.
DM Maps and
Exports the
Data to the EPM
Application
How does the EPM Integration Agent work?
Ease of maintenance.
Single interface and common
methodology to manage EPM
integrations.
Familiar experience for Hyperion
users.
4 Small IT footprint.
5Integrations can be easily run on-
demand or scheduled through the cloud
user interface by business users or EPM
administrators.
6Advanced integration automation
(recreating the functionality of
FDMEE)
1
2
3
Why should you use the EPM Integration Agent?
Data Warehouse
Planning
EPM Integration Agent
Data Management
Common Use Case 1
SQL Query Actuals Data
SQL Query
Actuals Data
Actuals Data
Integration of Actuals from Data Warehouse to Planning ASO
Reporting Cube
Data Warehouse
Planning
EPM Integration Agent
Data Management
Common Use Case 2
SQL Write Back Query
Forecast and Budget Data
Integration of Forecast and Budget from Planning to Data
Warehouse
Forecast and Budget Data
Forecast and Budget Data
SQL Write Back Query
Data Warehouse
Planning
EPM Integration Agent
Data Management
Common Use Case 3
SQL Query Dimension Metadata
SQL Query
Dimension Metadata
Dimension Metadata
Integration of dimension hierarchy from HR system to Workforce
Planning Cube
Oracle EBS
FCC
EPM Integration Agent
Data Management
Client Use Case
SQL Query Actuals Data
SQL Query
Actuals Data
Actuals Data
Integration of Actuals from Oracle EBS and Baan (legacy ERP) to
Financial Consolidation and Close (“FCC”)
Baan
SQL Query
Actuals Data
EPM Integration Agent works with Data
Management
Data Management has always been the best option for loading data to Planning
and Budgeting Cloud. Data management has robust capabilities for loading
hierarchies as well. Coupled with the EPM Integration Agent, Data management
can now seamlessly maintain hierarchies in Planning and Budgeting cloud directly
from on-premises data sources.
• Integration with Oracle Planning Data Management
• Tips and tricks
Groovy Automation
Groovy Automation Rules
What are they?
How do they work?
Why should you use them?
What are Groovy Automation Rules?
• “Business” Rules
• Written in Groovy
• Stored in Calc Manager in EPM Cloud
How do Groovy Automation Rules work?
How do Groovy Automation Rules work?
How do Groovy Automation Rules work?
How do Groovy Automation Rules work?
How do Groovy Automation Rules work?
How do Groovy Automation Rules work?
How do Groovy Automation Rules work?
How do Groovy Automation Rules work?
How do Groovy Automation Rules work?
Why should you use Groovy Automation Rules?
Don’t need to write code to make changes.
Why should you use Groovy Automation Rules?
Don’t need to write code to make changes.
Why should you use Groovy Automation Rules?
Don’t need to write code to make changes.
Groovy Automation Rules
Groovy Rules are the automation glue that holds the process together and allows
a user to initiate a series of sophisticated on-premises to cloud integrations and
database calculations from a single button click from a Planning and Budgeting
Cloud web form.
• Procedural process flow
• Error Handling
– Error abends job and does not move to the next process step
• Job monitoring with success/failure emails and attached log files
• Trouble-shooting
– Available logs
Chain of Custody
Chain of Custody
Establishing a chain of custody ensures that data is kept tightly secure every step of
the way.
SSL encrypts all data
passed to the Oracle EPM
Cloud
A separate credential store (file) encrypts
connectivity info for each
on-prem database
connection
Data Management
purges the data from the
outbox directory at the end of the load process
Data Management
workflow mode is set to “simple” to limit data movement between
staging tables
PBC database security limits user access to data based on
the application
security design
Chain of Custody
Establishing a chain of custody ensures that data is kept tightly secure every step of
the way.
Demo
Integration Demo
• Relational data loaded from table into PBC via EPM integration Agent and Data
Management – automated by a Groovy Rule.
List of other
integrations where
we have used the
Integration Agent,
Groovy, and DM …
Remember to complete your evaluation for this session within the app!