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Nicholas king oracle epm migration and upgrade
Copyright © 2009 Rolta International, Inc., All Rights Reserved Oracle EPM Migration and Upgrade A Complete Solution  Why Upgrade / Migrate?  Critical Success Factors & Considerations  Migrations vs. In-Place Upgrades  Migration Method...Support Compliance System Integration Functionality Exposure Scalability / Performance Improved / Consistent User Int...In order to facilitate a controlled Hyperion upgrade, organizations must manage requirements from both the business & tech...With the technical innovations delivered through System 9 / Release 11 comes unsurpassed scalability and performance. In o...Business Knowedge The financial close process Dimension and Hierarchy knowledge How to tie out the data What points of...Varying Architectural Configurations Different Technical Standards Multiple Hyperion Application and User Interface Con...In-Place Upgrades Upgrade software over existing version leveraging the same hardware Pros: Reduces implementation time ...p. 9 Summary • Evaluate Goals and Expectations • New Development • Consolidation of Systems • Implementation of New Featur...p. 10 Activities • Review Business Goals and Expectations • Meet with Business and Technology Owners to understand expecta...p. 11 Activities • Inventory of Applications / Cubes • Automation Scripts • Filters and Groups • Variables • Calc Scripts,...p. 12 Migration Assessment Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sess...p. 13 Migration Assessment Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sess...p. 14 Summary • Establish target hardware platform • Install supporting services (i.e. database services, web services,) •...p. 15 InstallationInstallation Migration Assessment Installation Migration Validation & Stabilization Training & Learning ...p. 16 InstallationInstallation Migration Assessment Installation Migration Validation & Stabilization Training & Learning ...p. 17 InstallationInstallation Migration Assessment Installation Migration Validation & Stabilization Training & Learning ...p. 18 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Phase Detail: In...p. 19 Summary • Migrate Report Repository Objects • Migrate Analytic Services (Essbase) objects • Configure new data sourc...p. 20 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Security Intro M...p. 21 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Security Layer 1...p. 22 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Security Layer 2...p. 23 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Security Layer 3...p. 24 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Essbase Features...p. 25 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Planning Feature...p. 26 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Business Rules F...p. 27 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Reporting Featur...p. 28 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions HFM Features • D...p. 29 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions MigrationMigrati...p. 30 Summary • Conduct Functional Testing • Conduct User Acceptance Testing • Conduct System Testing • Conduct Performanc...p. 31 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Activities Appli...p. 32 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Activities • Use...p. 33 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Activities • Tes...p. 34 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Activities • Con...p. 35 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Activities • Del...p. 36 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Phase Detail: St...p. 37 Summary • Familiarize the Development Staff with the new environments, development tools, and naming conventions • W...p. 38 Training & Learning SessionsTraining & Learning Sessions Migration Assessment Installation Migration Validation & St...p. 39 Training & Learning SessionsTraining & Learning Sessions Migration Assessment Installation Migration Validation & St...p. 40 Training & Learning SessionsTraining & Learning Sessions Migration Assessment Installation Migration Validation & St...The timeline depicted above is an example of a typical Hyperion System 9 or Release 11 migration. It is intended to provid...Questions? Questions? p. 42

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  1. 1. Copyright © 2009 Rolta International, Inc., All Rights Reserved Oracle EPM Migration and Upgrade A Complete Solution
  2. 2.  Why Upgrade / Migrate?  Critical Success Factors & Considerations  Migrations vs. In-Place Upgrades  Migration Methodology  Sample Timeline  Questions Oracle EPM Migration and Upgrades
  3. 3. Support Compliance System Integration Functionality Exposure Scalability / Performance Improved / Consistent User Interface Reusability of Business Logic (Dimensions, Calculation Rules) Improved Maintenance & Administration Features Licensing and Ongoing Support Centralize Development and Administration Functions (Center of Excellence) Oracle EPM Migration and Upgrade: Why Upgrade?
  4. 4. In order to facilitate a controlled Hyperion upgrade, organizations must manage requirements from both the business & technical communities. Critical Success Factors  Migrate the existing applications and objects while maintaining business functionality  Minimize outage to reduce impact to business users  Cultivate knowledge of new environment (new modules, feature functionality)  User acceptance testing and sign off  Instantiate the competency to manage and administer the Hyperion Solutions  Create/Modify existing processes in order to leverage improved architecture  Establish/Re-align Support Team expectations Oracle EPM Migration and Upgrade: Keys to Success
  5. 5. With the technical innovations delivered through System 9 / Release 11 comes unsurpassed scalability and performance. In order to achieve this benefit the underlying architecture is distributed and as such more complex then previous Hyperion releases. IT must be conscious of the role they will play going forward in jointly administering and maintaining the upgraded environment. “What does each side want from a migration and implementation?” Technical Support Needs  Knowledge and understanding of the environment (HW and SW)  Well-defined support activities and roles  Clear definition of system availability expectations Business Support Needs  Education of existing and new functionality  Confidence in stability, availability, and accuracy of upgraded solutions  Establishment of administration/maintenance jurisdiction (IT & Business) Keys to Success: Support Paradigm Shift
  6. 6. Business Knowedge The financial close process Dimension and Hierarchy knowledge How to tie out the data What points of view to use for testing and fact finding When or if this feature was working last Detailed ETL flow Knowledge of how the product modules interact Functional product knowledge IT Knowledge How to read logs, interact with web application servers, databases, and client/server applications Review server / network / database status to pinpoint issues 24/7 support infrastructure Backups / recovery procedures Security and Enterprise Authentication Administrative view of the entire end to end system Keys to Success: Technical & Business Support
  7. 7. Varying Architectural Configurations Different Technical Standards Multiple Hyperion Application and User Interface Configurations Degree of Solution Customization / Complexity Extent of Upgrade/Migration Availability of Productivity Tools and Utilities Resource Availability Degree of Architectural Sophistication Service Level Agreement (SLA) Requirements Security Requirements “Even though the scope of upgrades and migrations can vary greatly, there is a methodology with a core set of activities that should be followed.” Considerations: Every Upgrade / Migration is Different
  8. 8. In-Place Upgrades Upgrade software over existing version leveraging the same hardware Pros: Reduces implementation time Eliminates need for new hardware Reduces chance for application corruption Cons (unless Hosting Service is Leveraged): Extends outage Compromises ability to recover/roll-back Complicates audit & validation of upgraded solution Migration And Upgrade Software installation on net new hardware with associated migration of business applications Pros: Minimizes system outage Supports validation of upgraded systems Facilitates parallel environment during transition period Leverages provisioning of upgraded HW Cons: Procurement and configuration of new Hardware Requires support of two environments (temporarily); resource constraints Oracle EPM Migration and Upgrade: Two Approaches
  9. 9. p. 9 Summary • Evaluate Goals and Expectations • New Development • Consolidation of Systems • Implementation of New Features • Conversion Team will evaluate the Current State • Inventory of Automation Scripts • Inventory of Essbase objects • Inventory or Applications (Planning, Essbase, FDM, other) • Security • Plan the Implementation Strategy Key Deliverables • Inventory of Applications • Inventory of Report Objects • Inventory of Scripts • Final Project Plan and Project Schedule Milestones • Scope Solidified • Project Plan Adjustments The Migration Assessment Phase consists of the tasks associated with scoping the migration effort. Through the facilitation of focused, fact-finding meetings targeted at the technical architecture, supporting database, integration with external systems, reporting/user interface, and security the remaining effort associated with the Migration Project is scoped. Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Oracle EPM Migration and Upgrade: Phase Detail
  10. 10. p. 10 Activities • Review Business Goals and Expectations • Meet with Business and Technology Owners to understand expectations of the Project • Define the project success factors • Evaluate opportunities for Improvement • Consolidation of Applications or Systems • Rationalization of current state • Implementation of new applications Deliverables • Revised Project Charter and Project Objectives Tips • Nothing is “out of scope” yet; all ideas are welcome • Be open to new options and new ways of doing things Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Migration Assessment Goals & Expectations Goals & Expectations Define Roles Define Roles Phase Detail: Migration Assessment Inventory Inventory
  11. 11. p. 11 Activities • Inventory of Applications / Cubes • Automation Scripts • Filters and Groups • Variables • Calc Scripts, Load Rules, and Reports • MaxL / esscmd Scripts • Inventory of Report Objects • Inventory of Security • Review Usage Volumes and Performance Requirements Tools • .NET application that inventories Essbase Cubes, Filters, Groups, Variables, Partitions, and Objects • Inventory of Report Objects Tools (Perl/SQL) • Inventory of Security Tools Reports (Perl/SQL) • .NET application that inventories users and groups Tips • This is a point in time inventory. New Development after the inventory will not be captured • Data Refresh occurs often on a Monthly or Daily Cycle. Some items may change between the inventory and actual migration • Verify security is not done at a user level Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Migration Assessment Phase Detail: Migration Assessment Goals & Expectations Goals & Expectations Define Roles Define Roles Inventory Inventory
  12. 12. p. 12 Migration Assessment Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Activities • Define Roles for Client Team and Project Team Members • Compile detailed worksheet for tracking object migration through the migration lifecycle • Define Project Team and Client Team Hyperion Administrators • Define Development members on Client Team • Document and Define Testing Responsibilities and defect tracking processes Tools • Excel • MS Project • Frequent Communication Tips • Integrate the Reporting and Essbase Development teams in the Migration Approach and provide detailed tasks to foster the knowledge growth of the new application • Work closely with the technical support teams to define the needs and support techniques necessary to support the application upon project completion Phase Detail: Migration Assessment Goals & Expectations Goals & Expectations Define Roles Define Roles Inventory Inventory
  13. 13. p. 13 Migration Assessment Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Review • Has the scope changed? • Has the project schedule been completed and approved? • Have budget requirements been changed and approved? • Have roles and resources been identified? • Has the technical infrastructure been architected and approved? Phase Detail: Migration Assessment
  14. 14. p. 14 Summary • Establish target hardware platform • Install supporting services (i.e. database services, web services,) • Install appropriate versions of the Foundation Services • Install relevant modules of the BI+ platform • Integrate Hyperion shared services with external services (i.e. database services, web services, security services, etc.) • Validate environment Key Deliverables • Target Hardware Environment Established • Support services installed • System Foundation Services installed • System BI+ modules installed Milestones • Environment validated • Integration with Active Directory • Applications functional The Installation Phase is denoted by the activities associated with creation of an environment prepared as the target of the migrated objects. Once the target environment is established, extensive review and testing of each component is necessary. Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Oracle EPM Migration and Upgrade: Phase Detail
  15. 15. p. 15 InstallationInstallation Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Activities • Pre-install tasks: • Review Node Setup (Disk, Network, Swap/Memory, 64 bit?) • Create Relational Databases • DCOM, Internet Information Services, ASP .NET ? • Service Accounts / Privileges • Oracle Client Software • Web Application Server • SSL Certificates • Load Balancer Setup Tools • Ping • Nslookup • Telnet Tips • Pre Installation Tasks are very important – finding issues now is easy – troubleshooting a Hyperion problem caused by an underlying issue will be tedious. • Hyperion is heavily coupled with the OS – Operating System issues reveal themselves in hard to find ways. Phase Detail: Installation EPM Installation EPM InstallationPre- Installation Pre- Installation Client Tools Client Tools
  16. 16. p. 16 InstallationInstallation Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Activities • Review Pre-Installation Tasks for Accuracy • Foundation Services Applications installed on Servers • Financial Management applications, etc installed on servers • Enabled SSL for Web Analysis – web layer only (if applicable) • VM Ware installation for Web Components (if applicable) • Load Balancing Configuration (if applicable) • Notes on Memory Changes • Notes on Heap Size • Notes on Swap Settings • Relevant Patches / Readme concerns? Tools • Fusion Installer • Oracle Installer (if applicable) Tips • Validate the functionality of all components before beginning migration. It is difficult to troubleshoot a migration issue if the system was not known to be functioning correctly before the migration started. Phase Detail: Installation EPM Installation EPM InstallationPre- Installation Pre- Installation Client Tools Client Tools
  17. 17. p. 17 InstallationInstallation Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Activities • Develop a Deployment Strategy for • Essbase Add-In • Smart View • Web Analysis • FDM Workbench • HFM Client • EAS Client / Web • Financial Reporting Studio • Essbase Studio • Test Compatibility with Existing Office Products, Client Web Browsers, and other desktop software • Test network connectivity – on the servers, on the intranet, through VPN, remote sites Tools • Enterprise Package Deployment Software • keytool • MS Excel Tips • The Essbase Add-in is installed from the Fusion Installer. This package is a little over 2 GB so consider how to deliver efficiently. • Smart View can be downloaded directly from the Workspace but requires administrative rights to install • Often times, new environments means new URLs. How will the Smart View connections be updated on client machines • Must have proper lead time to script enterprise software installation packages for users who need Hyperion software • The Web Analysis JRE requires admin access on client machine, only specific JVM versions supported • SSL Certificate needs installed on every clients PC who will access Web Analysis Phase Detail: Installation EPM Installation EPM InstallationPre- Installation Pre- Installation Client Tools Client Tools
  18. 18. p. 18 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Phase Detail: Installation Review • Have all required products been installed and configured? • Has system validation been completed to ensure a “working system”? • Have all environments, necessary for the next phase, been completed? For example, can we start testing in Production and bring the Test Environment on-line later? • Has the client software distribution been planned and tested? InstallationInstallation
  19. 19. p. 19 Summary • Migrate Report Repository Objects • Migrate Analytic Services (Essbase) objects • Configure new data sources for reports and report objects • Update Essbase Load and management routines • Apply new security model and reconciliation activities Key Deliverables • Migrated Essbase Cubes and support routines • Migrate Report Objects • Migrated Security Structures Milestones • Environment Ready for Migration • Analytic Services (Essbase) ready for data validation • QA and Testing Activities are ready to begin The Migration Phase consists of the activities needed to transfer the objects from the legacy environment. This phase has crucial transformation activities associated with security, provisions, and data access, that are significantly more sophisticated than the legacy system. Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Oracle EPM Migration and Upgrade: Phase Detail
  20. 20. p. 20 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Security Intro Many Layers of Security: MigrationMigration Phase Detail: Migration Layer Migration Method Users and Groups (Native & LDAP/MSAD) CSSImport/Export & Lifecycle Management Shared Services Provisioning CSSImport/Export & Lifecycle Management Application Level Security Application Specific Essbase Essbase Security Security Planning Planning Business Rules Business Rules Reporting Reporting HFM / FDM HFM / FDM
  21. 21. p. 21 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Security Layer 1 – Users and Groups Goal: Convert the CSSExport format into valid LCM Import format MigrationMigration Phase Detail: Migration Common Input / Output Format #userid,provider,login_name,first_name,last_name,description,email,internal_id,passwordadmin, Native Directory,admin,admin,,Administrative hypadmin,Native Directory,hypadmin,ADMIN,user,,,b0ff0d64f03bc7d7:-63b85a69:11e521b18f a:abd,{SHA}7zNBJSaWP3SEbucHWLNrcK1JET8= #group id,provider,name,description,internal_id AllPlanningUsers,Native Directory,AllPlanningUsers,,05ba5f0967ff4f2c:-23a91ad5:120d8a87dfb:-76fc tgroup1,Native Directory,tgroup1,,05ba5f0967ff4f2c:3d577042:128d125d051:-74de #group_children id,group_id,group_provider,user_id,user_provider AllPlanningUsers,,,user1,Native Directory CSSExport # EXPORT OPERATIONS export.fileformat=csv export.file=../../SharedServices/output/expUsersGroups.csv export.user.filter= export.group.filter= Life Cycle Management Essbase Essbase Security Security Planning Planning Business Rules Business Rules Reporting Reporting HFM / FDM HFM / FDM
  22. 22. p. 22 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Security Layer 2 – Provisioning Goal: Convert the CSSExport format into valid LCM Import format using LCM Export as an example • CSSExport from Source System • LCM Export from Target System (Formatting Guide): How do you keep security changes in sync? MigrationMigration Phase Detail: Migration #provisioning project_name,application_name,role_id,product_type,user_id,user_provider,group_id,group_provider Hyperion System 9 BI+,Hyperion System 9 BI+:clhypr.com:6800::1,Reporting and Analysis Global Administrator,HAVA-9.3.1,admin,Native Directory,, Hyperion System 9 BI+,Hyperion System 9 BI+:clhypr0com:6800::1,Data Editor,HAVA-9.3.1,admin,Native Directory,, #provisioning project_name,aduct_type,user_id,user_provider,group_id,group_provider Reporting and Analysis,Reporting and Analysis,Provisioning pplication_name,role_id,proManager,HUB-9.5.0,admin,Native Directory,, Reporting and Analysis,Reporting and Analysis,Reporting and Analysis Administrator,HAVA-9.5.0,admin,Native Directory,, Reporting and Analysis,Reporting and Analysis,Reporting and Analysis Global Administrator,HAVA-9.5.0,admin,Native Directory,, Essbase Essbase Security Security Planning Planning Business Rules Business Rules Reporting Reporting HFM / FDM HFM / FDM
  23. 23. p. 23 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Security Layer 3 – Application Security Goal: Sync application security tables with the authoritative Shared Services provisioning, ensure granular application level security carries over Planning Example: ProvisionUsers.cmd /ADMIN:admin /PASS:pass /A:BalSheet UpdateUsers.cmd localhost admin pass BalSheet MigrationMigration Phase Detail: Migration Workspace Example: Essbase Essbase Security Security Planning Planning Business Rules Business Rules Reporting Reporting HFM / FDM HFM / FDM
  24. 24. p. 24 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Essbase Features • Files (.otl, .rpt, .csc, .rul) • Data Migration Methods • Use EAS to copy one application to another, Import level 0 data and calc • Automation using scripting Considerations • Consolidating Security Model From Essbase Native Mode to Shared Services • How to “resync” the applications during the effort such as during QA, user acceptance testing phases • Large number of applications and long data/calc times would lend itself to a more scripted method • Preserve “input level” data vs. an “all data” export • ETL process needs update to interface with new system (data flows, scripts, backups) MigrationMigration Phase Detail: Migration • Filters • Partitions • Security • Application / Database Properties Essbase Essbase Security Security Planning Planning Business Rules Business Rules Reporting Reporting HFM / FDM HFM / FDM
  25. 25. p. 25 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Planning Features • Forms • Security Migration Method 1.Create an empty(shell) planning application with same specifications of the original 2.Replace the relational database associated with the empty app with the data from the source application 3.Planning Web Prompts to update the app upon first Login to application 4.Update Security Considerations • Changes to Forms, Dimensions, Security require complete redo of the process • May be easier to keep track manually of any changes • Security MigrationMigration Phase Detail: Migration • Dimensions Essbase Essbase Security Security Planning Planning Business Rules Business Rules Reporting Reporting HFM / FDM HFM / FDM
  26. 26. p. 26 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Business Rules Features • Rules • Security Migration Methods • Using EAS, Export Objects to .xml • Using EAS, Do a Repository Migration • Direct Relational Database Manipulation Considerations • After importing you must change the old host name references (Locations…etc) • Case sensitive MigrationMigration Phase Detail: Migration • Sequences • Locations • Projects Essbase Essbase Security Security Planning Planning Business Rules Business Rules Reporting Reporting HFM / FDM HFM / FDM
  27. 27. p. 27 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Reporting Features • Reports - Financial Reports, Interactive Reports, Web Analysis • Data sources Migration Methods • In Workspace Export / Import Financial Reports • Migration Utility • Manual Considerations • Import/Export does not transfer security or Web Analysis Documents, IR, or Files (PDFs, Images…etc) • Migration Utility does not do v9 to v11 • Updating Data Sources for Reports MigrationMigration Phase Detail: Migration Essbase Essbase Security Security Planning Planning Business Rules Business Rules Reporting Reporting HFM / FDM HFM / FDM • Files • Security
  28. 28. p. 28 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions HFM Features • Data, Metadata, Forms/Grids • Rules, Lists, Journals Migration Methods • Use HFM Workbench to Export and Import each Application • Copy relational into new environment and run schema update utility Considerations • Relational Database Restores can take a long time • Cluster issues may arise with server names MigrationMigration Phase Detail: Migration FDM Features • Maps, Security, Data, Metadata, Scripts Migration Methods 1.Create empty “shell” apps in target environment 2.Overwrite the relational database with source data 3.Copy file system application data from source to target 4.Run schema update utility upsSchemaUpdateDM.exe Considerations • Microsoft Excel must be installed on the server • FDM Scripts may need modified for new Adapters and API Method changes Essbase Essbase Security Security Planning Planning Business Rules Business Rules Reporting Reporting HFM / FDM HFM / FDM
  29. 29. p. 29 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions MigrationMigration Phase Detail: Migration Review • Are all “in scope” applications and objects migrated? • Are all applications and objects accessible to the Functional Testing Team? • Review outstanding issues, are there any that prevent Functional Testing from beginning?
  30. 30. p. 30 Summary • Conduct Functional Testing • Conduct User Acceptance Testing • Conduct System Testing • Conduct Performance Testing • Conduct Disaster Recovery Testing (if Applicable) Key Deliverables • Testing Sign-Off • User Sign-Off • Environments ready to be introduced to Production Milestones • Completion of UAT • Completion of System Testing • Production Go / No Go Decision The Validation & Stabilization Phase consists of the activities necessary to keep the environment stable and performing without user interventions. The environment is complex and when Load Balancing and Clustering are employed, it takes many people using the system to shake out all the possible configuration issues and performance inconsistencies. Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Oracle EPM Migration and Upgrade: Phase Detail
  31. 31. p. 31 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Activities Application Functional Testing • Function Test each migrated Application • Does it Calc, Consolidate, Execute, etc • Function Test Reporting Functionality and High-Level Accuracy • Email Alerting and Notification • Remediation of Issues Environment Functional Testing • Test each node in our Application Server Clusters individually • Bring up one node at time to validate • Test each load balanced server & service • Bring up one channel at time to validate • Test SSL Certificate with each Application • Workspace • Interactive Reporting • Web Analysis Tools • Oracle Performance Management Applications Tips • Better to spend an extra week in Functional Testing than leave a bad first impression in UAT. • Configuring Web Analysis with SSL requires a client resident token registered in the JRE. It’s all documented but a bit tricky Phase Detail: Stabilization Functional Testing Functional Testing UAT UAT System Testing System Testing Perf Testing Perf Testing Disaster Recovery Testing Disaster Recovery Testing Validation and StabilizationValidation and Stabilization
  32. 32. p. 32 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Activities • User Testing of Workspace and EPM Applications • Administer and Developer Testing of EAS, Shared Services, and Development Studios • Remediation of Issues Tools • Oracle Performance Management Applications Tips • When reviewing of Reports, Spreadsheets, and other data reporting tools bringing the legacy system reports and the new system reports side by side, makes validation easier. • A bad user experience in UAT can leave a lingering impression on the new system so proceed with caution. Phase Detail: Stabilization Functional Testing Functional Testing UAT UAT System Testing System Testing Perf Testing Perf Testing Disaster Recovery Testing Disaster Recovery Testing Validation and StabilizationValidation and Stabilization
  33. 33. p. 33 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Activities • Test Data Movement outside of EPM Applications • CRON Jobs to land flat files • ETL / ODI Routines • Test Automation Routines • Startup/Shutdown Scripts • Hierarchy Management Automation • System Monitoring • Server Level monitoring (CPU, Memory, Disk, etc) • Application Availability (HTTP Requests) Tools • ETL Tools • Cron, FTP, Shell Scripts, Batch Scripts • HP Openview, Zennoss, CA Unicenter TNG Tips • Most ETL processes and Data Management routines will need to be duplicated so they can load the legacy system as well as the “to be” systems for 30 – 60 days. Phase Detail: Stabilization Functional Testing Functional Testing UAT UAT System Testing System Testing Perf Testing Perf Testing Disaster Recovery Testing Disaster Recovery Testing Validation and StabilizationValidation and Stabilization
  34. 34. p. 34 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Activities • Conduct Performance Testing to evaluate system response times and environment metrics • Adjust Heap Sizes, Memory Allocation, CPUs, and Swap settings to establish increased stability and reduce response times. Tools • Performance Monitors • HP Load Runner • Neotsys NeoLoad Tips • When Using Load Runner with Hyperion reports, record using be sure to use “URL Based scripts” in the recording options. Phase Detail: Stabilization Functional Testing Functional Testing UAT UAT System Testing System Testing Perf Testing Perf Testing Disaster Recovery Testing Disaster Recovery Testing Validation and StabilizationValidation and Stabilization
  35. 35. p. 35 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Activities • Delete an application (Essbase, HFM, Planning) and restore from Backup • Fail Single Nodes in the environment to ensure functionality and evaluate user impact if the system has multiple nodes • Design and execute a disaster recovery plan from Production Environment to Disaster Recovery Environment (if Applicable) Tools • Database Backup and Restore Routines • CSS Import/Export Tools Tips • IT and Business Management need to agree on the Service Level Agreements and the acceptable outages. Extremely High Availability usually come with a high price tag. Be sure proper expectations are set and planned for accordingly. • It is much better for everyone to test these items under a “no pressure” situation than at month end or year end pressure. Phase Detail: Stabilization Functional Testing Functional Testing UAT UAT System Testing System Testing Perf Testing Perf Testing Disaster Recovery Testing Disaster Recovery Testing Validation and StabilizationValidation and Stabilization
  36. 36. p. 36 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Phase Detail: Stabilization Validation and StabilizationValidation and Stabilization Review •Has Functional Testing completed? •Has User Acceptance Testing completed? •Has System Testing completed? •Has Performance Testing completed? •Has Disaster Recovery Testing completed? •Are there any “show stopper” issues?
  37. 37. p. 37 Summary • Familiarize the Development Staff with the new environments, development tools, and naming conventions • Work with the System Support Staff on the new architecture and support requirements Key Deliverables • Session to demonstrate changes to existing tools like Reports, Web Analysis, Interactive Reporting and new tools • Sessions to explain Shared Services, EAS, and general provision management • Provide Documentation and instruction to Support Staff Milestones • Go Live • First Month Processing Begins • First Month Processing Ends Training & Learning Sessions is a service whereby we work with your existing staff to increase their knowledge of the new functionality in System 9 or Release 11 as well as changes to the existing development and administrative processes. We will schedule multiple sessions with functional and support groups to show new features and tips as well as answer questions. Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Oracle EPM Migration and Upgrade: Phase Detail
  38. 38. p. 38 Training & Learning SessionsTraining & Learning Sessions Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Activities • Start turnover of support issues to the support staff and assist only as necessary • Complete and Deliver Environment Configuration information • Status Page Tools • Documentation and Working Sessions • Services(port) & Server Monitoring • Status Page Tips • As the system becomes more stable, work with the Support Staff to perform schedule system restores as well as functions during system testing • Make sure the support staff “buys in” to the transfer of responsibility completion. This activity can make or break the success of the implementation as it reflects on the stability of the overall system Phase Detail: Learning Sessions System Support System Support New Features New Features
  39. 39. p. 39 Training & Learning SessionsTraining & Learning Sessions Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Activities • Security Administration • Demonstrate Capabilities of Lifecycle Management (LCM) • Review Workspace repository • Review HFM / Planning applications within Workspace • Create Reports – FR, Web Analysis, Interactive • Build and Demonstrate a Sample PowerPoint, Word and Excel, Smart View Document • Demonstrate EIS Connectivity Tools • Interactive Reporting Studio • Web Analysis Studio • Smart View • Integration Service Tips • Make sure all groups “buy in” to the transfer of responsibility upon completion. This activity can make or break the success of the implementation. • If the users can not use the tools, it is a reflection of a poor implementation Phase Detail: Learning Sessions System Support System Support New Features New Features
  40. 40. p. 40 Training & Learning SessionsTraining & Learning Sessions Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Phase Detail: Learning Sessions Review • Is the user community ready for the application? • Do they understand the changes and enhancements that will be in the final products? • Is the System Support and Development team comfortable with the new system?
  41. 41. The timeline depicted above is an example of a typical Hyperion System 9 or Release 11 migration. It is intended to provide an overview of this type of effort. Subsequent to the completion of the Migration Assessment Phase, a detail timeline will be delivered describing the migration effort. Key Phases Approximate Timeline Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12 Migration Assessment Installation Migration Validation & Stabilization Training & Learning Sessions Go Live During the Migration Assessment Phase a detailed description of the remaining phases is established Project Approach: Key Phases & Timeline p. 41
  42. 42. Questions? Questions? p. 42
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