Taking Your Hyperion Upgrade To The Next Level

Taking your Hyperion upgrade to the next level
May 21, 2014

John A. Booth
Practice Leader,
Infrastructure and Integration
Huron at Kscope14
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
PDF Bursting into Workspace
Celvin Kattookaran, Blue Stone - a Huron Consulting Group solution
Extending Your EPM and BI Solutions with Oracle Foundation Suite
David Collins, Blue Stone - a Huron Consulting Group solution
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
3
2014 Huron Consulting Group. All rights reserved. Proprietary & Confidential.
Kscope14 Client Event
If you are attending Kscope14 and

would like to attend our client
networking event, please reach out to
Susan Mizerak at
smizerak@huronconsultinggroup.com
with your first and last name, email,
and company name.
Why are we here?
Why are we here?

The Hyperion 11.1.2.3 release is just over a year old and considered to be a stable platform. For
those companies on the 9.3 and 11.1.1 platforms an upgrade is long overdue. For those
companies on the 11.1.2.0/1/2 releases the 11.1.2.3 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?
Who are we?
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
8
Huron at a Glance
NASDAQ: HURN
$800M Revenue
2,283 Full-Time Employees
1,417 Billable Consultants
800 Client Engagements Globally
Blue Stone and Huron Bringing the Power of Two
10
Product Skill Sets

Experience with a wide variety of products and releases
11
Crystal Ball all releases

Data Relationship Management all releases
Essbase Versions 5 through 11.1.2.3
FDM Enterprise Edition
Financial Close Management 11.1.2.X
Financial Data Quality Management Versions 8 though 11.1.2.3
Financial Management Versions 3.5 through 11.1.2.3
Financial Reports and Web Analysis Versions 7 through 11.1.2.3
Oracle Business Intelligence 10.3, 11.1.1.X
Oracle Data Integrator 10.3.5, 10.3.6, 11.1.1.X
Profitability and Cost Management 11.1.2.x
Planning Versions 4 through 11.1.2.3
Strategic Finance all releases
Why upgrade?
Top 5 Upgrade Drivers

Support
Premier
support for
11.1.2 releases
through 2018
Compatibility New Features
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
13
New Products
Account
Reconciliation
Manager
Disclosure
Management
Financial Close
Manager
Tax Provisioning
Project Financial
Planning
FDM EE
Hardware End of
Life /
Virtualization
36 72 months
Aging physical
hardware is often
a candidate for
virtualization
Release timelines and Microsoft certifications
Release
Desktop
Browser
Office
Windows Server / MS DB
9.3.1
XP, Vista
IE 5,6,7
Office XP 2007
Win Server: 2003

SQL Server: 2000 2005
9.3.3
XP, Vista, Win 7
IE 7,8
Office XP 2010
Win Server: 2003

11.1.1.1 - .2
XP, Vista
IE 6,7
Office XP 2007
Win Server: 2003

11.1.1.3
XP, Vista, Win 7
IE 6,7,8*
Office XP 2010*
Win Server: 2003

11.1.1.4
XP, Vista, Win 7
IE 6,7,8,9
Office 2003 2010
Win Server: 2003 - 2008 R1

11.1.2.0
XP, Vista, Win 7
IE 7,8
Office 2003 2010
Win Server: 2003 - 2008 R2

11.1.2.1 - .2
XP, Vista, Win 7
IE 7,8,9
Office 2003 2010
Win Server: 2003 - 2008 R2

11.1.2.3
XP, Vista, Win 7,

Win 8*
IE 8,9,10*
Office 2007 2013*
Win Server: 2003 - 2008 R2

* Supported with Hyperion patches; see certification matrices at:

14
http://www.oracle.com/technetwork/middleware/bi-foundation/hyperion-supported-platforms-085957.html
Product support for 11.1.2 and 11.1.1 as of May 2014

Major Product Releases
Premier Support
11.1.2.x
Extended Support
Sustaining Support
Through 11.1.1
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
15
Lift and shift vs. Redesign
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
17
How long?
Upgrade Approach
Oracle Partner
Information
Technology
Business
Requirements
and Design
19
Power User Training

End User Training
Acceptance Testing
Issue Tracking
Go-Live decision based

on test results and
issues list
Issue Tracking
Integration Testing
Issues Tracking
Change Control
Desktop Deployment
Production
Migration
Post Go-Live Support

Technical Break Fixes
Hardware / Software
Procurement
Hardware Installation and
Base Operating Systems
Desktop Packaging
Installation Shadow
Review UAT Test Scripts
Hyperion Installations
Migration Activities
System Documentation
Security Provisioning
Training Development
UAT Script Development
Train the trainer

Facilitate UAT
Integration Testing
Production Migration
Post Go-Live Support

IT Lead
Requirements Gathering
Discuss Service Levels /
Performance Needs
Document Existing Issues
Define System Integrations
Establish / Validate Design
Establish training needs
Partner Lead
Discuss Service Levels
Review System Integrations
Establish / Validate Design
Installation Checklists
Discuss training options
Support
Business SME Review of

Requirements and Technical
Implementation
UAT Script Development
Business Lead
Establish Service Levels /
Performance Needs
Document Existing Issues
Establish training needs
Discuss Hyperion Version
Deployment
and
Go-Live
Training and
User
Acceptance
Build and
Migrate
Implementation Timelines
Implementations range from two months to twelve months; this is driven by
many factors:
20
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)
System Architecture
Red Hat Enterprise Linux 6.x
16 VCPU
48 GB RAM / 64 GB SWAP / 2 GB TMP
OS: 80 GB
APP: 100 GB
Complicated architectures complicate projects;

rationalize the architecture and simplify where it makes sense.
Virtualization can help simplify.
Load Balancer
Sticky session based on source IP
3600 second TCP timeout
Oracle 11g client + .NET

Oracle HTTP Server
WebLogic 10.3.6 64-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
Windows Server 2008 R2 EE

4 VCPU
48 GB RAM / 24 GB PAGE
OS: 50 GB
APP / DATA: 200 GB
Windows Server 2008 R2 STD

12 VCPU
OS: 50 GB
APP / DATA: 8K IOPS - 1000 GB
IIS 7.5 (ASP 2.0.50727 / ASP.NET)
WebLogic 10.3.6 64-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
IIS 7.5 (ASP 2.0.50727 / ASP.NET)

.NET Framework 4.0
Data Relationship Management
Foundation Services Web
12 GB / DRM application
Windows Server 2008 R2 STD

4 VCPU
OS: 50 GB
APP / DATA: 200 GB
IIS 7.5 (ASP 2.0.50727 / ASP.NET)
.NET Framework 4.5
32-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
Schema Roles/Rights
Database Server
4 VCPU
12 GB RAM
Oracle 11.2.0.4/12.1.x Database
See checklist for parameters
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
21
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 - 1000 GB
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) Oracle Essbase
Oracle Essbase Studio
HYP_PLANSYS (200 MB)
HYP_PLANAPP1 (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)
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.
More integrations mean more regression testing
Product Integrations
METADATA
DATA
Financial
Reporting
Source Systems
Data Relationship
Management
Financial Data
Management EE /
Oracle Data Integrator
Planning / Essbase
Relational
Database
BI Foundation Suite
Crystal Ball
DATA
MAPPINGS
Strategic Finance
22
Should we consider hosting or cloud?
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.
24
What software?
Version and patch selection
For in place upgrades ensure you have at least 3

Environments and good backups; I only suggest this for
11.1.2.x when using the Service Patch ability.
Installation Type
Recommendation
Patch
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.
New install
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.
Service pack
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.
Major upgrade (migration)
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.
26
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.
27
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
28
What hardware?
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.
2.
3.
4.
5.
6.
.30
Do not be the first enterprise application to adopt

Ensure Hyperion products have dedicated resources
Performance test the environment and have real performance data available to vet the virtual
environment
Be aware of possible shared resource contention e.g. Storage Area Network
Be aware of the processor speed of prior environment vs. new environment
Do not reuse old hardware
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. Weve 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
31
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
Dedicated Integrated Lights Out Management (ILOM)
Storage
2.4 TB Flash
5.4 TB Hard disk storage
32
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
8 Gbps FibreChannel 4 ports
Storage
6.4 TB Flash Storage
9.6 TB Hard disk Storage
33
Best Practices
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)
35
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
36
Why Huron?
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
38
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
39
Questions?
Contact Information
John A. Booth
Director, Huron Consulting Group
Chicago, Illinois I USA
Office
Mobile
Email
41
+1 312 663 7641

+1 224 545 8820
jbooth@huronconsultinggroup.com

Taking Your Hyperion Upgrade To The Next Level

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Taking your Hyperion upgrade to the next level

May 21, 2014

Our Kscope14 Presenters

Kscope14 Client Event

If you are attending Kscope14 and

Why are we here?

Why are we here?

Who are John, Huron, and BlueStone?

Who are we?

Blue Stone and Huron Bringing the Power of Two

Product Skill Sets

Crystal Ball all releases

Top 5 Upgrade Drivers

Compatibility New Features

Release timelines and Microsoft certifications

Win Server: 2003

XP, Vista, Win 7

Win Server: 2003

Win Server: 2003

XP, Vista, Win 7

Win Server: 2003

XP, Vista, Win 7

Office 2003 2010

Win Server: 2003 - 2008 R1

XP, Vista, Win 7

Office 2003 2010

Win Server: 2003 - 2008 R2

XP, Vista, Win 7

Office 2003 2010

Win Server: 2003 - 2008 R2

XP, Vista, Win 7,

Office 2007 2013*

Win Server: 2003 - 2008 R2

* Supported with Hyperion patches; see certification matrices at:

Product support for 11.1.2 and 11.1.1 as of May 2014

Critical Patch Updates

Tax, Legal, and Regulatory Updates

Access to Platinum Services

Certification with most existing

Lift and shift vs. Redesign

Lift and Shift vs. Redesign

Power User Training

Go-Live decision based

Post Go-Live Support

Train the trainer

Post Go-Live Support

Business SME Review of

The release you choose

Complicated architectures complicate projects;

Oracle 11g client + .NET

Windows Server 2008 R2 EE

Windows Server 2008 R2 STD

IIS 7.5 (ASP 2.0.50727 / ASP.NET)

Windows Server 2008 R2 STD

NFS Shared Volume

See checklist for parameters

Red Hat Enterprise Linux 6.x

More integrations mean more regression testing

Should we consider hosting or cloud?

Huron has hosted offerings

Version and patch selection

For in place upgrades ensure you have at least 3

Major upgrade (migration)