Archive for EPM

Kscope15 Interview with DEVEPM

Posted in EPM, KScope 15 with tags , , , on July 29, 2015 by radk00

Hi all, quick post today!

ODTUG just released a series of Kscope15 videos that were recorded at the ODTUG Social Media Lounge during Kscope15. DEVEPM was there and got interviewed by ODTUG volunteer Chet Justice!

Check it out!

Hope you like it! See ya!

Article “Unleashing Hyperion Planning Security Using ODI” was published in OTN

Posted in Configuration, Hyperion Planning, ODI, Security with tags , , , , , , , , , , , , , on July 16, 2015 by RZGiampaoli

Hi guys!

OTN just published a new article from devepm entitled “Unleashing Hyperion Planning Security Using ODI”.

This article is all about Planning security and how you can use ODI to create cell level security based in anything you like (in our case is Attribute Dimension).

This is a study case and it’s in production for 3 years right now.

Please take a look and let us know your thoughts.

Thank you and see you soon.

EPM Cumulative Feature Overview

Posted in Documentation, EPM with tags , , on July 9, 2015 by radk00

Hi all, another quick post! It seems that today DevEPM is all around version documentation, upgrades and things like that 🙂 (see previous post about ODI Master Documentation). This tip was provided by Brian Suter, our co-worker (Thanks dude!!!).

Do you know that Oracle has a tool that show us the features released between two versions? It is called EPM Cumulative Feature Overview. It is a very straight forward site where you pick one or more EPM products, select the current version that you are in and the target version that you are planning to go, click in “Generate Report” and that’s it!

This is an awesome tool to better plan if it is worthy or not to upgrade and what benefits this upgrade will bring to your project.

See ya!

DEVEPM on Kscope15! – Day 3, 4, 5 and 6: OMG!

Posted in EPM, KScope 15 with tags , , , on June 30, 2015 by radk00

Hi all! I told you that it would be extremely hard to do a living blog of Kscope15 and this is because we don’t get any free timing when we are there. So many things to do, so many people to talk, so many presentations to see… I really envy Cameron… He is able to attend the conference, participate in its organization, go to parties, speak his sessions and yet blog about it in the speed of light. I think that he doesn’t sleep at all 🙂

Of course that it would be an extremely long post if we decided to write down the details of 4 days of Kscope in here (and we want to encourage you to be there next time to see with your own eyes!) so we will just do a resume of it all and hope that you get the essence of the greatest EPM conference in the world. Saturday and Sunday was already covered in the past posts, so let’s get straight from Monday to Thursday. I’ll not do it in a chronological way, but instead I’ll divide it by topics, so I can group things together.

DEVEPM’s session

Monday was one of the most intense for us because that was the day of our presentation. I think it was our best Kscope presentation so far! It had a good amount of people, they asked very good questions and the feedback was pretty awesome. It was great to present on Monday morning because then we could relax and enjoy the conference. Past years it was on Wednesday and Tuesday, so that “pressure” of having a session to present keeps lingering until you actually present it. Thanks for all that attended our session! It was an honor to have you there!


Sessions that DEVEPM has attended

We will not describe one by one here, but basically we were looking for presentations about the new version of EPM and mainly because this new EPM version and ODI have some problems to work together. Essbase and ODI are still working fine. Planning on the other hand had its support cancelled by Oracle last year (the announcement was on Kscope14), but thanks to the community public petition, Oracle reconsidered this topic and said that the ODI KM was going to be supported in the future. And guess what we found at Kscope15? Oracle is already supporting ODI and Hyperion Planning!!! See ODI patch 20957183 (UNABLE TO USE ODI TO LOAD PLANNING on Oracle Support site for more details about it. We will be applying this patch in our environment in order to test it, so you should expect a blog post about it in the next few days!!!

Another thing to figure out was about HFM Data and Metadata integrations. Oracle has definitely cancelled ODI support for it, so we needed to see how is the best way to load data and metadata in HFM from now on. Honestly, all options that were shown are not good compared to ODI (sorry, but that’s true). ODI was very straight forward: you have data or metadata sitting in some Oracle table (probably already altered using some ETL logic on it), then you would just need to create one ODI interface to load it to HFM and that was it. Simple, clean, straight forward approach. Now, for this new version of HFM, things gets way harder, especially if your environment does not contain FDMEE, EPMA or DRM.

When we talk about data loads to HFM, it seems that FDMEE is the way to go. In the majority of the cases, where the data goes thought an ETL process before it is sent to HFM, you will need to load this data to FDMEE open interface table, use FDMEE open interface adaptor to load it to FDMEE and then have FDMEE loading the final data to HFM. Yeah, it’s a long chain of events that needs to be done now, a new tool to figure out how to use it and so on. The “good” news that we heard in one of the FDMEE presentations was that in the next release of FDMEE, Oracle will enhance its open adaptor interface, so you won’t need to load the open interface table first and then call FDMEE. FDMEE will be able to go straight to the Oracle tables and load it to FDMEE, reducing one loading step. Anyway, it still seems over-complex to do something that was very easy to do. We will also post some blogs about FDMEE integration in the near future. We also participated in a Hands-on lab provided by Kscope/Peloton (yep! Kscope is a full package and it also contains hands on training!) about FDMEE. Of course that no one can master a tool in 2 and a half hours, but at least you can get to know the basics to start playing with the tool.

HFM Metadata integration gets even worse. If your metadata comes directly from EBS, than you are good and you may also use FDMEE for that. But this won’t be the case in the majority of cases in the real world. If metadata comes from an Oracle table for example, then you will need to go either EPMA, or do your own custom code using the new HFM API, or use DRM. Those that already uses EPMA may be thinking that it’s not that bad, but Oracle also announced at Kscope15 that EPMA will not have any further enhancement from now on. Oracle will still support it, but no new enhancements. Oracle’s recommendation is that, if you are implementing something new and this would require a new implementation of EPMA, maybe this is a perfect time to reconsider that. Nobody will want to create a new project based on a tool that will not evolve anymore (and obviously, will eventually be decommissioned). Our options then reside on custom development using HFM API or DRM to export the metadata in a format that HFM is able to understand and import it. We will definitely be working on this topic and post about it as soon as we get some results.

There were several other fantastic sessions that we attended and we could keep writing in here (and you may be sure that they will have some sort of influence in our future posts), but then this blog post would become almost a book. So I’ll just talk about one more session that was about Drill Bridge. Those that don’t know yet what this tool is, PLEASE take a look at its pageJason Jones is the creator of Drill Bridge tool and he was able to explain the tool, install it, configure a drill definition, show to the audience it working and reply to the audience answers in less than 60 minutes!!! That was really impressive. Today we go over a big complexity, generally using Essbase Studio to be able to create drill reports for Essbase, but Drill Bridge make things extremely (I really mean extremely) easy to install, setup and run. Congrats Jason for your great work, we will definitely try it out and see how it goes in our environments.

Networking + fun = a world of possibilities

The best place for having both networking and fun at the same time is definitely Kscope. Here are some of the things that we did during our stay there (sorry if I forgot something) apart from the sessions themselves:

  • General Session with Don McMillan (Technically Funny): extremely fun session and also we found out that Kscope16 will be held on Chicago!!! It will be awesome as always!
  • EPM Olympics at Monday Community Night;
  • Cameron’s and Natalie’s meetup;
  • ODTUG interview: Yeah, they were crazy enough to interview us 🙂 We will share the link once it is available;
  • Oracle ACE and Speakers Reception;
  • Saturday Real Deep Dive and Thursday Deep Dive;
  • Bunch of Happy Hours with fantastic networking;
  • Exhibitor’s square;
  • Special Event at Nikki Beach: This was awesome, just awesome party;

And I think that’s it guys. Kscope15 just finished and we all are missing it already. It is just too good to be able to participate in such a great conference. Thanks ODTUG for organizing it! It’s great to see such a perfect work and dedication that you guys put to make it all happen. DEVEPM will definitely work hard to get selected again for Kscope16 🙂 !

See ya!

FunScope 15!

Posted in EPM, KScope 15, Uncategorized with tags , on June 25, 2015 by RZGiampaoli

Hi guys, this post is not about technical stuff or something like that, it’s to show the fun side of Kscope 15. Hope you guys like it.

Fun Started on Sunday with some cool “pets” and some artists (Mine was awesome since I got better than my real self) doing caricatures.


Here is the Blue Brothers announcing that Kscope 16 will be in Chicago

Blue Brothers

Awesome views!

Awesome View

Good chats 🙂

Good Conversation

Cool party!

Kscope Beach ClubCool PartyCool Party 2

Nice and Crazy Peaple!

Nice PeapleCrazy Peaple

This is a little bit of FunScope! If the techinical part is not enought to convince you guys to coming next year maybe this can do it 🙂

Next post will be a technical one with all cool stuff we saw in this year Kscope.

See you guys.

DEVEPM on Kscope15! – Day 2: Glimpse of the future

Posted in EPM, KScope 15, Uncategorized with tags , on June 22, 2015 by radk00

Hi all! Wouldn’t it be nice if we could have a glimpse of the near future? This is how we few when we participate on the Kscope Sunday Symposiums. Oracle Directors and Product managers shares their latest information about the tools that we use every day.

Although “Safe harbor” statements always applies to them (meaning that the information is not at “final state” and it may always change), it is always great to see and talk about what is going to happen with the EPM tools.

DEVEPM circulated through EPM and BI symposiums and got some insights about some topics (these are a much-resumed version of it….):

  • Financial Close Suite: it is great to see that this track is getting more evidence in Kscope. There was some announcements about HFM improvements and Financial Close tools but we will not be able to detail them here since they are not our expertise. They all seem very cool thought J;
  • Data Mash-Ups in OBIEE: That was a cool presentation. Business users always have adhoc Excel files that contains “extra” information that are not actually on the DW/Reports. What if they could add those files “on the fly” to the existing OBIEE reports, create “joins” with these files and create personalized summarizations? That’s basically what Data Mash-Ups are and they will probably be available in OBIEE 12c version on;
  • ODI in the cloud: That was a great presentation (we are ODI advocates, right?). Big Data Preparation Cloud Service is all about uploading data to the cloud, get automatic insights about what it really means, transform it and then send it to a target DW, BICS or any other target. All in the cloud and this is where all Oracle things are going at. It doesn’t mean that On Premise will not exist anymore, but Cloud offerings are evolving fast and they are becoming a very good option for several customers;
  • Essbase Update: Very nice presentation, with some insights about upcoming infrastructure changes (RDMS repository in Essbase, services migration to Weblogic and so on). In addition, a very short demo about ECS (Essbase Cloud Service) that was awesome. Extremely easy to create an “Essbase” cube on the fly. This will be awesome when it gets released;
  • Smartview 365 and Docs: a preview of a new version of Smartview using Microsoft Office 365 and Google Docs. Very cool stuff;

Besides all these news, there were the Speaker reception and the Welcome reception. Great networking events with great friends! It is always great to speak face to face with all our “Twitter/Forum friends”. And all of these great stuff with this great view:


That’s it for today folks, tomorrow will be a great and busy day (our presentation is at 11:30 AM!!!).

See ya!

DevEPM and 1st Day in Florida :)

Posted in EPM, KScope 15 with tags , on June 21, 2015 by RZGiampaoli

Our first day in florida was a lot of fun. We dive with a bunch of crazy guys from all around the world. (thanks Debra for organize this great event)

Real Deep Dive

Saw some cool fishes, eat some good food, getting prepered to the great EPM conference in the world.

Now we are just recovery our backs from the travel (get older sucks ehehe).

See you later guys.

DEVEPM on Kscope15! – Day 0: Fun is about to start!!!

Posted in EPM, KScope 15 with tags , on June 19, 2015 by radk00

Hi all,

And here we go! We are all set to participate on the best EPM conference of the word: Kscope15! It’s a long flight for us, since we are leaving from the southernmost state of Brazil: Porto Alegre.


Lucky, a couple of years ago, the airport added a straight flight from POA to Miami, which prevent us to get a connection on São Paulo, Rio de Janeiro or Brasilia, but even so, it’s a 9 h 25 min flight. We will be arriving Saturday morning in Miami, get a car and head to the hotel on Hollywood. As I said in the last post, we will try to post daily updates while we are at Kscope, so let’s see how it goes!

For all Kscope15 attendees and readers of this blog, I hope to see you there! For those that could not make it, stay tuned on the blog for some Kscope15/EPM news!

DEVEPM on ODTUG’s Technical Journal – Unleashing Hyperion Planning Security Using ODI

Posted in ACE, EPM, Hyperion Planning, InfraStructure, Kscope 14, ODI, Technical Journal with tags , , , , , , on April 22, 2015 by radk00

Hi all,

ODTUG’s Technical Journal just released our article about our Kscope 14 presentation “Unleashing Hyperion Planning Security Using ODI”. In this article you will find all the details on how to dynamically setup Hyperion Planning security based on the application metadata repository information. Here is the abstract:

“In some Hyperion Planning projects, security becomes so complex that it takes more than just granting access to some security groups on the high-level members of the dimensions. Global companies often have the necessity to create multiple Planning applications to meet the diverse regions of the globe. However, what happens when the business requires a single application with a single plan type that contains cost centers from different regions around the entity hierarchy? Moreover, is that data restricted according to the region’s security group using only one attribute dimension? Furthermore, does each user need to see aggregated values correctly for your region only? This paper demonstrates how to generate and maintain leaf-level member security settings based on attribute dimension on a global Hyperion Planning application using only ODI and Hyperion Planning application metadata repository information.”

Link to the full article.

ODTUG’s Technical Journal is an excellent place where you can find awesome technical content for free! You just need to become a member (create a free login at the ODTUG’s site). If you are not a member yet, I really recommend you to become one ASAP!

See you later!

Essmsh/OdiOSCommand/Echo Trick

Posted in EPM, Essbase, Essmsh, MaxL, ODI, Tips and Tricks with tags , , , , , on March 9, 2015 by radk00

Hi all, today’s post is a very simple but useful trick using ODI and Essmsh command. As you know, the MaxL Shell (essmsh) is a pre-parser mechanism for entering MaxL statements. In order to use it, first you need to log into a server:


After you login, you may start issuing MaxL commands against that specific host. But this is an interactive login, where you need to manually specify the user/password/host. Fortunately essmsh contains some options that allow us to pass the login (-l) and the server (-s) as parameters. It looks like this:

essmsh -l ServiceUser password -s ANY.SERVER.COM

This is great, but imagine that you want to login and execute some essmsh commands to automate a specific process. Imagine that after the login you want to run the following commands:

  • set message level error;
  • display partition on database CONWF_M.WrkForce advanced;

Here is where the “echo” trick comes in. essmsh have another option (-i) that starts a MaxL session which reads from <STDIN>, piped in from another program. So basically you can do the following:

echo set message level error; display partition on database CONWF_M.WrkForce advanced;| essmsh -l ServiceUser password -s ANY.SERVER.COM -i

Now this single OS command will connect to a server, login and execute the set message and display commands. Very simple, but very powerful!

It gets even better if you add ODI to the game. ODI is extremely flexible to develop this kind of automation processes. Here is what it would look like. Create an ODI procedure and go to “Command on Source” Tab. Select the “Schema” where you want to execute your essmsh commands:


No code is needed here, since we will just use it to retrieve the Essbase connection information, like user/pass/server/app/database. On the “Command on Target” tab, you may add something like this:


Here we are calling a login on essmsh and we are “echoing” some MaxL commands against an Essbase application/database using the –i parameter. The output of this command will be redirected to the -OUT_FILE where you may check it or use it in another process. Very handy and easy for a lot of Essbase automation with ODI.

Hope you liked this quick tip! See ya!