1. Oracle HFM 11.1.2.2 Implementation Boot Camp Presented by Saravanan Singaravadivelan Developed by Saravanan Singaravadivelan Senior Consultant Qubix International Ltd

2. XI. EPM Architect

3. EPMA - Overview EPMA is a fairly new module (out for a couple of versions) for metadata development and management. It provides capabilities for sharing dimensions and members across multiple Hyperion products. EPMA is a Web solution that does not require an installation of the client on a pc or server. It allows data synchronization between different applications. Text files can be used to upload and format Metadata, but cannot be extracted out of EPMA. It includes a module for upgrading from Classic to EPMA version.

4. EPMA – Components Application Upgrade From previous releases or from Classic version. Dimension Library Central repository that contains all dimensions and associated members. Application Library Central location where applications and data are maintained by the administrator. Data Synchronization Data can be moved between different applications and products.

5. EPMA – Application Upgrade HFM applications can be built in EPMA or upgraded from Classic. Upgrade from Classic to EPMA can be performed using two methods: Re-shelling the application and import Classic application files using the EPMA File Generator Via the EPMA Application Upgrade module Once the application is upgraded to EPMA, the Classic version will not be available any longer.

6. EPMA – Dimension Library Dimensions in EPMA can be maintained in two ways: Using Workspace Using Flat Files - Import Dimension / member can be created/edited as: Shared – for common members between applications Local – members only apply to a specific application. Members attributes are very similar to the Classic version. Dimension / member can be edited singularly or as a group by using the Grid Editor.

7. EPMA – Application Library Applications can be created / deleted / copied using this module. Application library allows to access all EPMA applications and to perform: Check of the application status Validation of the application Deployment of the application to the server After application is deployed, any change to the application in the Dimension Library do not affect the deployed application. Data synchronization is started from here.

8. EPMA – Data Synchronization Automatically transfer data from between EPMA applications. Provides filters for selecting specific data needed for other applications. It can be scheduled to run during off-peak business hours. Data flow between application can be reviewed after data is synchronized.

9. EPMA – Calculation Manager Rules are organized into nine rules type. For each rule type a rule set can be created. Components are used to build rules and there are 6 type of components. Can also integrate VB script components. Requires the application to be EPMA enabled – will not work with Classic application. Cannot use Select Case and cannot create/use functions.

10. Exercise: EPM Architect

11. Main Steps: Lab 10 Convert from Classic to EPMA Using File Generator Via the Application Upgrade module Maintain dimensions in EPMA Using Workspace Via Flat Files Maintain EPMA applications Data Synchronization Writing Rules with Calculation Manager