HFM to EPM Cloud Migration Utilities

 Utility 1: The EPM Cloud Migration Accelerator (ECMA) is a utility designed to facilitate the migration of metadata from Hyperion Financial Management (HFM) to Financial Consolidation and Close Cloud Service (FCCS). This utility can be downloaded via My Oracle Support (MOS) as Patch 28352563: EPM CLOUD MIGRATION ACCELERATOR.

Actions:

1. Download Patch 28352563, which contains the EPM Cloud Migration Accelerator (ECMA), ZIP and README files
2. Review the technical brief on migrating artifacts (included under the "UserDocumentation" folder in the ZIP file)
3. Review the sample applications created using ECMA (included under folders: "HFM_SAMPLE_EXPORTS" "FCCS_Skeleton_Apps" in the ZIP file)
4. Review the FAQ section below

 FAQ:

1. What is the current version of HFM to EPM Cloud Migration Accelerator (ECMA)?
   1. V 1.0
2. Does ECMA support previous versions of HFM ?
   1. Currently we support 11.1.2.3.XXX and 11.1.2.4.XXX ONLY. If you are on prior versions please upgrade HFM to latest versions first.
3. Does ECMA conform to the CLOUD release cycle?
   1. No, ECMA will be released via MOS as changes are needed

 

Utility 2: The Financial Reporting Migration Tool (FRMT) is a utility designed to facilitate the migration and conversion of Financial Reports from Hyperion Financial Management (HFM) to Financial Consolidation and Close Cloud Service (FCCS) report formats. This utility can be downloaded via My Oracle Support (MOS) as Patch 29228721: FINANCIAL REPORTS MIGRATION

Actions:

1. Download Patch 29228721, which contains the Financial Reporting Migration Tool ZIP and README files
2. Review the User Guide on migrating reports (included under the "01 README" folder in the ZIP file)
3. Review the example reports converted using FRMT (included under the “04 Examples” folder in the ZIP file)
4. Review the FAQ section below

 FAQ:

1. What is the current version of the referenced utilities?
1. V 1.0
2. Do the utilities support previous versions of HFM ?
1. Currently we support 11.1.2.3.XXX and 11.1.2.4.XXX ONLY. If you are on prior versions, please upgrade HFM to latest versions first.
3. Do the utilities conform to the CLOUD release cycle?
   1. No, they will be released via MOS as changes are needed

Oracle EPM Digital Assistant - Kscope21

 

Hyperion 11.1.2.x supported migration paths to Release 11.2.x

 Here is a good read from Oracle !

You can move to Oracle Enterprise Performance Management System Release 11.2.x from Release 11.1.2.4.xxx, including Release 11.1.2.4.700 and Release 11.1.2.4.900. You must be on the latest patch for your release.

Table 7-1 Supported Paths to Release 11.2.x

Upgrade From	Upgrade To
Release 11.1.2.4.xxx, including Release 11.1.2.4.700 and Release 11.1.2.4.900	Release 11.2.x
For Oracle Hyperion Financial Close Management, you can upgrade only from Release 11.1.2.4_253+.	Release 11.2.x
For Oracle Hyperion Financial Data Quality Management, Enterprise Edition, you can upgrade only from Release 11.1.2.4.220. Note that PSU .220 is included in Release 11.1.2.4.700 and Release 11.1.2.4.900.	Release 11.2.x

https://docs.oracle.com/en/applications/enterprise-performance-management/11.2/hitis/upgrading_supported_paths_104x71f89913.html

Oracle EPM Data Integration roadmap

 EPM Data Integration - Roadmap 2021 and beyond

HFM 11.2 highlights from Kscope21

 Kscope21 highlights

Oracle FCCS - What are some key features ?

 FCCS customers currently get the following functionality:

• Robust consolidation features
  • Intercompany Eliminations – Includes default Intercompany Eliminations
  • Journals with Workflow – Includes journal capabilities with configurable workflow
  • Currency Translation – Default currency translation uses PVA method for Flow activities and VAL method for Balance activities
  • Built-in Foreign Exchange/Currency Translation Adjustment Calculations – Automatic calculation of Foreign Exchange on Opening Balance and Movements for each balance sheet account, along with automated Currency Translation Adjustment calculation
  • Automated Cash Flow Reporting – The movement dimension provides automated cash flow reporting through hierarchies and system calculations that require no further rules
  • Multi-GAAP Reporting – Prebuilt functionality includes reporting for Local GAAP and IFRS with the ability to add additional GAAPs for reporting'
  • Detailed Data Source Tracking – Using a dimension for tracking sources of data, including Data

• Data management capabilities for integration with source systems
• Workflow support for the close process
• Audit controls for all activities
• Reporting, monitoring, and analysis via web and Microsoft Office

Oracle Essbase 21.2

 

Release 21.2.0.0.0- May 2021

Here’s an overview of new features, enhancements, issues, patches, other changes, and version information for this independent deployment version.

New Features and Enhancements

• Improved Rule File Editor features for Dataloads and Dimbuilds
  • Enhanced Preview data capabilities while defining rules files from any source (file, Datasource, or ODBC/OCI)
  • Easy selection of members for mapping source columns to Essbase outline
  • Improved navigation capabilities while defining mappings and properties for each field
• Enhanced Jobs user interface for consistency with Rule File Editor changes - consistent experience for Datasource type usage between rule file editor and jobs execution for those rules
• Enhanced Cube Designer features - ability to edit and execute calc scripts from structured Excel workbooks

Version Details

• Patches certified with this release::
  • 28186730 - OPatch 13.9.4.2.5 for FMW/WLS 12.2.1.3.0 and 12.2.1.4.0
  • 32253037 - WebLogic Patch Set Update 12.2.1.4.201209
  • 31544353 - ADR for WebLogic Server 12.2.1.4.0 July CPU 2020
  • 32124456 - Coherence 12.2.1.4.7 Cumulative Patch
  • 31676526 - RCU Patches for ADB
  • 30540494 - RCU Patches for ADB
  • 30754186 - RCU Patches for ADB
  • 31666198 - OPSS Bundle Patch 12.2.1.4.200724
  • 32357288 - ADF Bundle Patch 12.2.1.4.210107

Patching

See Patch and Restore for patching instructions.

Bug Fixes and Known Issues

For defects fixed and known issues in Oracle Essbase, see https://support.oracle.com/rs?type=doc&id=2735146.1

Set up the infrastructure to deploy Oracle Modern Risk and Finance Applications

 https://docs.oracle.com/en/solutions/ofsaa-oci/index.html#GUID-E759A41F-2B67-4687-A2DD-2DD7419964CE

Architecture

This reference architecture shows the infrastructure required to deploy Oracle Modern Risk and Finance applications in the cloud.

The middleware tier, application tier, and database tier are in separate private subnets, which can be accessed through a bastion host. External access to the applications is through a public load balancer. Every tier has redundant resources distributed in different fault domains, ensuring a highly available application environment across the stack.

EPM Automate for Oracle Enterprise Performance Management Cloud and Setting up Daily Replication

 To replicate an environment, you use EPM Automate to copy the artifact snapshot created during the daily maintenance from the primary environment to the secondary environment.

Oracle performs routine maintenance on each environment on a daily basis. During this service maintenance, Oracle creates a maintenance snapshot by backing up the contents of the environment (existing data and artifacts, including user and role assignments from the identity domain).

To setup daily service replication:

1. Create a script file that contains the following EPM Automate commands. This script replicates the application snapshot from the primary environment to the secondary environment.

   Note:

   Be sure to change the user name, password file, identity domain names, and service URLs. For information on creating an encrypted password file, see the encrypt command.

REM Sign in to the secondary instance

epmautomate login serviceAdmin secondaryPassword.epw secondary_URL secondaryDomain

REM Delete the existing artifact snapshot

epmautomate deletefile "Artifact Snapshot"

REM Copy the snapshot from the primary instance

epmautomate copysnapshotfrominstance "Artifact Snapshot" primaryPassword.epw primary_URL primaryDomain

REM Sign out of the secondary instance

epmautomate logout

2. Using a scheduler; for example, Windows Task Scheduler, schedule the execution of the script file so that it runs two hours from the beginning of the maintenance window.

3. Set identical Maintenance Window start time on both the primary and secondary environments. See Setting Service Maintenance Time in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators for more information.