Copyright © 2018 Sierra-Cedar, Inc. All rights reserved

Thursday, March 15, 2018

Speakers: Jason Little, Bob Kaleel

Configure, Provision, and Migrate to Oracle

Analytics Cloud

Bob KaleelDirector of Infrastructure PracticeBob Kaleel has 25 years of broad IT background with technical and functional experience. He has extensive infrastructure experience with all Hyperion Enterprise Performance Management and Oracle Business Intelligence including installation, configuration, upgrades, testing, performance tuning, troubleshooting, and migration across environments. Bob is a Hyperion Certified designer and developer with emphasis on Essbase, Planning, Workforce Planning, Capital Planning, and Hyperion Financial Management (HFM). Bob has SQL Server programming and administration experience which include data warehouse design and development. He has extensive ETL experience with Oracle Data Integrator (ODI) and SSIS development. He has programmed in a variety of languages including VB6, java, python, .NET, and C#. He has excellent problem-solving skills with the ability to provide creative solutions.

Today’s Presenters

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Jason LittleVP of EPM/BI PracticeJason Little is a functional and technical professional with 25 years of experience working with the Hyperion suite of products, Enterprise Performance Management (EPM) solutions, Business Intelligence (BI) tools, and the latest Oracle Cloud Subscriptions, including PBCS, EPBCS, EPRCS, FCCS, PCMCS, and OAC. His corporate background includes Essbase and Hyperion Planning development, administration, and financial systems implementations. He has an accounting and finance background with emphasis on budgeting, forecasting, reporting, consolidations, and implementing best practices within the finance, accounting, and management reporting functions. He provides EPM and BI advisory services for public sector, higher education, healthcare, financial services, retail, manufacturing, and other commercial industries.

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● Configure, Provision, and Migrate to Oracle Analytics Cloud ServicesThursday, March 15 ● 1:00 to 2:00 p.m. ET

● Design and Administrate Oracle Analytic Cloud Essbase DatabasesThursday, March 22 ● 1:00 to 2:00 p.m. ET

● Migrate Your Essbase Financial Reports, Web Analysis, and Smart View Reports to OAC EssbaseThursday, March 29 ● 1:00 to 2:00 p.m. ET

● Drive Better Insights with Oracle Analytics CloudThursday, April 5 ● 1:00 to 2:00 p.m. ET

● Assess and Migrate On-Premise OBIEE to Oracle Analytics Cloud ServiceThursday, April 12 ● 1:00 to 2:00 p.m. ET

Jump-Start Your Cloud Journey with Sierra-Cedar and Oracle Analytics Cloud

Agenda● Overview

– OAC Product Offerings and Solution Summary– PaaS vs. IaaS vs. SaaS– Sizing Considerations and Deployment Options

● Architecture● Creating a New Service● Basic Administration● Supported Essbase Migration Options● Sierra-Cedar’s Offerings and Migration Considerations● Supplemental OAC Solution Features and Product Options

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OAC Overview

Oracle Analytics Cloud – Subscription Overview

social

sensors

enterprisepersonal

SaaS

mobile

Data Sources

Developers and Data Stewards

Business

AnalystsData CatalogOne place to collect, search, explore, and curate all data

Data PreparationPrepare enriched, sharable, and reliable datasets across all data

Data AnalysisUnderstand and act using smarts: search, visualization, and storytelling

Data Management

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Oracle DatabaseServices

Oracle Data LakeServices

Oracle Data LakeServices

Data Catalog

Data Preparation

Data Analysis

OAC Essbase Subscription – Built for the CloudAnalyze Essbase cubes including Write Back capabilities (OBI, DV, BIP, Smart View)

Create Essbase cubes using Data Flows, update cubes using Data Sync

Introduce Essbase cubes into the Semantic Model or connect directly from DV and BIP

OAC Essbase

Developers and Data Stewards

Business

Analysts

social

sensors

enterprisepersonal

SaaS

mobile

Data Sources

Data Management

Oracle DatabaseServices

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OAC – What is PaaS?

Platform as a service is a cloud offering that abstracts the infrastructure, OS, and middleware.

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OAC Sizing Considerations● Minimum of 1 OCPU needed per OAC instance

– 1 OCPU = 2 vCPUs– OAC shapes:

● OC3 – 1.0 OCPU, 7.5 GB RAM● OC4 – 2.0 OCPU, 15.0 GB RAM● OC5 – 4.0 OCPU, 30.0 GB RAM● OC6 – 8.0 OCPU, 60.0 GB RAM● OC7 – 16.0 OCPU, 120.0 GB RAM● OC1m – 1.0 OCPU, 15.0 GB RAM● OC2m – 2.0 OCPU, 30.0 GB RAM● OC3m – 4.0 OCPU, 60.0 GB RAM● OC4m – 8.0 OCPU, 120.0 GB RAM● OC5m – 16.0 OCPU, 240.0 GB RAM

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OAC – Release Schedule

● 2 Major releases per year

● Patch releases every 1–2 months

● DV Desktop aligned with Cloud

● Current Plan

(subject to change):

– PS4 – April 4th

– OAC 4.2 – April 20th

– OAC 5 – June 1st

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OAC Sizing and Universal Usage Options● Deploy based on monthly usage and product configuration● Subscription increases as you add additional shapes and product usage● Deploy Standard Edition and scaled out to Enterprise Edition● Monthly usage metered and monitored by Oracle with monthly sizing

estimates● Coming Soon: Oracle Analytics Cloud v5

– Numerous new capabilities and enhancements– Visualizations, Data Flows (incremental), new Data Sources– BI Pub Support for DV data sets– Essbase Admin and Server improvements

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Essbase – New Architecture for the Cloud● Essbase was reimagined and redesigned in release 12● Security and Filter definitions in RDBMS● OAC Data Sync – secured data push from on premise ● Do everything in Cloud Administration capabilities – replaces EAS

– New database management and outline editor tools– Support for database migration from on-premise deployments

● Do everything in Excel Administration capabilities – replaces EAS– Export cubes to Excel format; self describing models within Excel– Use Excel as an modeling tool to describe and change the model– Prebuilt templates for business use cases, distributable and customizable

● Write back and Essbase Cube builds from Data Visualization● Perform What-If analysis via new Plug-in – use Essbase as a Sandbox to any

data source

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Essbase Server Enhancements● Hybrid Engine

– Provide benefits of BSO (Flexibility) and ASO (Scalability)– Ability to set Solve Order dynamically based on Member Properties– Default Hybrid BSO (Configurable)– All upper level and formula members are Dynamic

● Drill Thru and XREF– Drill-thru Capability (File, Relational, Essbase, Oracle BI)

● Ability to define connections (isolation of credentials)● Ability to define data sources● Create/define Drill-thru reports

– XREF/XRWITE to link to another application/cube within the same instance

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OAC Essbase and On-Premises Essbase Comparison● IT differences. Cloud Offers:

– Hybrid, BSO/ASO, choice!

– Security filters are now stored in database instead of a file

– Essbase DR support – table stored

– Exalytics benefits come as default

– Java agent and new J2EE architecture platform – highly secure and highly scalable

– REST API for all functionality, with encryption

● Business flexibility:– OAC Essbase is Version 12 Essbase (on-prem v11.x)

– NEW: Excel to Cube in seconds

– Excel for template design and analyze

– Job Editor, Calc Trace, Audit Trail

– Sandboxing and DV Integration

– Essbase MOLAP technology continues to be enhanced with OAC integrated

– LOTS of new features and Cloud make OAC Essbase very attractive for end users and developers

– OAC integration brings it all together

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OAC Architecture

Oracle Analytics Cloud Components

● There are 3 components to OAC:– Oracle Cloud Storage (OCS):

backups, logs, and other storage needs– Oracle Cloud Database (DBC):

schemas created by the RCU to support analytics– Oracle Analytics Cloud (OAC):

Analytics instance of Essbase or BI/DV

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OAC Architecture

● Minimum of 1 storage container and 1 Oracle database are required per Analytics instance

● Each container and database can support multiple Analytics instances

Storage

AnalyticsBI/DV

Oracle Database

AnalyticsEssbase

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Creating a New Service

Steps to Create a New Service

● Create at least one container to be used for storage– Backups– Log locations

● Create at least one Oracle database– RCU schemas

● Create the Analytics instance– Essbase or BI/DV– Can create multiple analytics instances on the same container and

database

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Creating a Container● Set parameters for name, class, and encryption● Container URL format

https://<domain>.storage.oraclecloud.com/v1

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View Container(s)

● From the dashboard –storage classic provides a list of containers

● Click the highlighted name for additional information

● Includes a list of saved file system objects

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Create a database – Parameters

● Service instance name● Service level● Metering● Software version● Software edition

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Review Database Instances

● Summary of instances● Start/stop/restart● Set access rules● SSH access information● Access to console and

monitoring● Administration and

patching

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Create Analytics Instance

● Name the service and provide a description

● Setup notification email, SSH key, and region

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Create Analytics Instance – Details

● Provide service administrator credentials

● Set options for BI/DV or Essbase

● Select database instance to use

● Define cloud storage instance

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Basic Administration

Dashboard

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Instance Service Console

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Individual Instance Overview and Administration

● Stop/start or scale up/down an instance

● Apply patches● Review/create/restore

backups● SSH access● Access rules● Direct access to

application URLs

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Access Rules● Access rules can open

ports to/from the instance● Default rules are required

for the system to function, do not modify

● Create new rules to enable access to other data sources

● Actions allow enable/disable/delete rules

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Other Administrative Tasks● Patching:

– Readiness– Backs up the service– Requires a service outage

● Scaling down an instance frees resources that can be used to scale up another instance

● SSH access– Use SSH client like PuTTy– ssh -i [your private key file location with 2 back slashes]

opc@[your public IP address]

– sudo –su Oracle (to impersonate Oracle user)

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OAC Migration – Life Cycle Management Method

Migration – Option 1: LCM

1. Convert cube to Unicode

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Migration – Option 1: LCM

2. Export on premise application with Essbase LCM Utility

Prerequisites:● Essbase LCM Utility is installed● Essbase version is 11.1.2.4 or above● Java 8 is installed● Java SE Development Kit 8 (from Oracle Technology Network) is installed

Open up a Command prompt. Enter the command to export the application using the following commands:– cd EssbaseLCMUtility– EssbaseLCM.bat export -server servername:port -user username -password password -application

application -zipFile path\filename.zip -nodata– Exit

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Migration – Option 1: LCM

3. Create the application shell

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Migration – Option 1: LCM

4. Import the LCM files to the Cloud using the cli (command line interface)

Prerequisites:● Command Line Interface Utility is installed● Java SE Development Kit 8 (from Oracle Technology Network) is installed

Open up a Command prompt. Enter the command to import the application from the zip file created in step 2 using the following commands:

– cd cli– esscs login -url https://129.158.69.139/essbase -u userid -p password– esscs LcmImport -zipfilename path\filename.zip –overwrite– exit

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Migration – Option 1: LCM

View the outline to confirm creation of the application

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OAC Migration – Cube Designer Application Workbook Method

Migration – Option 2: Application Workbook

1. Export on premise application with dbxtool export utility

Prerequisites:● Dbxtool is installed● Essbase version is 11.1.2.4 or above● Java Runtime Environment (JRE) 1.7.n or later is installed

Open up a Command prompt. Enter the command to create the application workbook using the following commands:

– cd dbxtool\dbxtool\bin– Export.bat export -server server:port -application application

-cube cube -user username -password password -path c:\directory-build PARENT-CHILD -calc

– Exit– Move the excel workbook to a location you can access for import to the cloud.

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Notes:This option will NOT load the security filters PARENT-CHILD or GENERATION• -build can be• -calc is optional, and will create a

separate worksheet for each calculation

• -data is optional, and only includes input data

Migration – Option 2: Application Workbook

2. Create the application in OAC – Essbase

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Migration – Option 2: Application Workbook

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Migration – Option 2: Application Workbook

View the outline to confirm creation of the application

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● Configure, Provision, and Migrate to Oracle Analytics Cloud ServicesThursday, March 15 ● 1:00 to 2:00 p.m. ET

● Design and Administrate Oracle Analytic Cloud Essbase DatabasesThursday, March 22 ● 1:00 to 2:00 p.m. ET

● Migrate Your Essbase Financial Reports, Web Analysis, and Smart View Reports to OAC EssbaseThursday, March 29 ● 1:00 to 2:00 p.m. ET

● Drive Better Insights with Oracle Analytics CloudThursday, April 5 ● 1:00 to 2:00 p.m. ET

● Assess and Migrate On-Premise OBIEE to Oracle Analytics Cloud ServiceThursday, April 12 ● 1:00 to 2:00 p.m. ET

Jump-Start Your Cloud Journey with Sierra-Cedar and Oracle Analytics Cloud

Questions?

Supplemental Information

Essbase Migration Considerations

Migration Considerations● Essbase versions earlier than 11.1.2.4 will need to be upgraded to 11.1.2.4

before migration● OAC Essbase Migration includes two optional methodologies:

– Life Cycle Management methodology: Includes Essbase Filters– Application Workbook methodology: Does not include Essbase filters

● Sierra-Cedar can assist providing a process to create and manage security filters using MAXL scripting under both LCM and App Workbook.

● Users will not be migrated and must be configured in OAC● Sierra-Cedar can assist with providing various methods to export Essbase users

from legacy systems● Sierra-Cedar can provide templates for users to be imported to the Cloud using

a simple .csv formatted file

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Migration Considerations● All Essbase Calculation scripts will all need to be evaluated to verify that they will run with

no issues in the Cloud environment.

● Custom memory settings that existed in the legacy system are managed by Oracle in

Cloud. OAC provides some memory tuning based on OAC shape size and cube design.

● Sierra-Cedar offers Calculation Manager training and performance turning.

● Essbase calculation performance can vary based on how many Oracle CPUs and OAC

Shape Size included in your subscription.

● Sierra-Cedar offers performance benchmarking and testing services as part the Cloud

migration and Essbase performance tuning.

● The old Essbase Admin Services (EAS) and Server configuration file does exist in OAC.

Oracle handles Essbase server configuration and database management as Platform as a

Service.

● Sierra-Cedar can assist with sizing and configuring Cloud Service resources, limits and

Application Configuration Properties.

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Migration Considerations● Sierra-Cedar can assist cube design and Hybrid options. All upper-level sparse members

should be dynamic calculation to take advantage of the default Cloud calculation and query processor, which is hybrid Aggregation mode. This approach should be evaluated and tested for applications.

● Consider multiple aggregating sparse dimensions.● Consider Calc scripts with cross dimensional references to upper level sparse members.

Hybrid aggregation mode default is disabled.● Financial Studio (FR) reports are not available with OAC Essbase and are replaced with

Enterprise Performance Reporting Cloud Service (EPRCS) and OAC BI and Enterprise Planning and Budgeting.

● Sierra-Cedar offers services to assist with EPRCS Management Reporting configuration for reporting needs.

● Sierra-Cedar offers services to migrate FR reports into EPRCS.● Report book functionality would leverage EPRCS report packages functionality.

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Migration Considerations● Essbase Report scripts are not supported

– Sierra-Cedar offers services to assist with recreating using a calculation script with DATAEXPORT command if used for data exports

– Sierra-Cedar can assist with recreating using another reporting method such Smart View, EPRCS, OAC BI if they are used for reporting

● Automation scripts will need to be converted to the new OAC Command Line Interface● Existing MaxL scripts will need logging and timestamping removed, as the Cloud

automatically adds them● Sierra-Cedar can assist with converting existing Batch scripts to use ESSCS instead of

MaxL or EssCMD● ETL processing using SQL Interface, Essbase Studio, Oracle Data Integrator, Informatica,

and HFM Extended Analytics procedures will need to be evaluated and updated to support OAC Essbase processes.

● Sierra-Cedar can assist with OAC Data Sync and converting automated Data loads and dimension updates to OAC Essbase supported flat files or SQL Load Rules

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OAC Solution Summary

OAC Essbase Enterprise = What-if and Sandbox Workflow

Next Generation – Essbase on the Cloud● Personal to enterprise business modeling supports wide-range of

planning and management reporting applications● New capabilities for Sandboxing and scenario management● Tool-less approach for faster deployments● Auto Analyze Data and Create Cubes● “Onion Skin” like sandboxes, unlimited sandboxes with no impact on

cube size or performance ● Only delta entries are saved in the sandbox

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Essbase Cube Designer● Model an Essbase Cube in Excel

● Start with a new Cube with the Wizard● Leverage an existing Template for iterative Model building

● Data Transformation● Automatically transform Flat Sheet into an Essbase Cube● Ability to define Attribute dimensions and Alias Tables● Generate Hierarchical Accounts Dimension with formulae● Leverage the Intelligent Algorithm or use Hints

● Define Cube Properties and various Artifacts● Set Application/Cube Properties● Define Text Lists, Calc Scripts● Navigate thru Dimension hierarchies and search for members

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OAC Essbase and DV – Interactive Visual Composition

Create Your Own Data Story● Role-based Visualization Content Packs

● Stunning visualizations and interactive presentations

● Automatic chart creation based on Intelligent Data

Services

● Singe-click trending and forecasting, drag-and-drop

clustering and outliers

● Rich palette of 100s of built in and 3rd-party

visualizations

● Optimized for web and mobile

● Creating visualization is interactive and intuitive. Any

user can create sophisticated explorations

experience with a few clicks.

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OAC BI – Powerful Data Flows and Enrichment Liberate Insights from Any DataEasy access to all data sources. Self Service Data Preparation● Directly connect to 40+ different

multi-structure data sources● Group values, join data sets,

sub-select rows/columns, aggregate, calculated fields etc.

● Blend any data regardless of its source or type

● Apps, Big Data, Databases, Services, Files, etc.

● Smart Connectors to SaaS applications

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OAC Smart Platform for Smart Analytics Predictive Analytics and Day-by-Day Information DeliveryBringing Data Science to the Business● Self-Service Machine Learning capabilities. Have OAC Auto ML analyze and explain any

attribute● Discover anomalies where data is not aligned with expected patterns● Utilized Statistical and Machine Learning algorithms to enhanced the experience ● Natural Language Insights. Automatically turn data elements into written insight & narrative● Bring your own script or choose from a selection of built-in scripts. Create and manage

models in the OAC Catalog. ● Build Collective Intelligence with Day by Day● Get customized feeds based on your interests, when and where you are, and who you

collaborate with● Anticipates your needs and delivers appropriate information to throughout the day

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Self Service Data Preparation

Essbase – Self Service Cube Creation● Automated using Smart Algorithms

– Simple cube creation based on any Data Set– Auto identify dimension, hierarchies and measures – Apply design best practices to achieve high performance – Ability to customize the resulting data model

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