Oracle OpenWorld Agenda Released

•September 3, 2014 • Leave a Comment


It’s funny how many people call this conference “OracleWorld”…. I have even heard Oracle representatives say this.  Remember – it’s Oracle OpenWorld. :)

ADI will be at Booth #3254 Moscone West, serving espressos, and will have a live hands-on Oracle Planning and Budgeting Cloud Service (PBCS) application for users to interact with.  Come learn about all tour deployment options from Oracle PBCS to server hosting and managed services.

Stop by my session at this year’s Oracle Open World….

Eric Helmer, VP of Global IT Services at ADI Strategies and an Oracle ACE Director, will be presenting CON4996, Session Title: “SaaS? Cloud? Oracle Exalytics? On-Premise? Exploring Oracle EPM Deployment Options” on Monday September 29, from 2:45 – 3:30 PM at Moscone West – 3010.


Also – be sure to stop by ADI’s special VIP event Monday September 29, 2014, from 6:30 PM to 9:30 PM. Please let me know if you are interested in attending!



Support for Oracle EPM 11.1.1.x ends this month!

•July 16, 2014 • Leave a Comment



Premier Support for Hyperion Enterprise Performance Management System 11.1.1.x Ends July 2013 (Doc ID 1511588.1)


If your deployment is at EPM System release
– Your supported upgrade path is directly to release

If your deployment is at EPM System Release release

– Your supported upgrade path is directly to release

If your deployment is at a prior release
– The recommended path is to upgrade to release From here, you can continue a direct upgrade to release


If you are on one of these versions, please contact me for a free estimate to get you upgraded to the latest and greatest and get you back into a supported platform!

Oracle EPM – What’s Coming – The Rumor Mill

•July 14, 2014 • Leave a Comment

EPM – The Rumor Mill

As usual I like to report on the Rumor mill of new features and functionality I am hearing in the industry for upcoming releases. Again, these are only rumors and nothing is guaranteed. But I’m usually fairly close on these things. should drop towards the end of the year.


The Big Bullet Points for

  • HFM on Linux and Exalytics
  • Significant mobile interface improvements along with a Cloud Marketplace where vendors can develop their own applications
  • More mobile integration: Financial Reports, Close, ARM, DRG
  • Oracle Financial Planning Analytics (OBIEE -> Planning)
  • Upgrading to FDMEE is mandatory if using FDM
  • New FDMEE Module: Supplemental Data Manager
  • New Module: Tax Governance
  • HPCM: Management Ledger Allocations
  • TAX: an overall movement to use the Tax module(s) to govern all corporate tax process
  • Sandboxing in Planning
  • FCM: New Journal Entry Manager
  • Report Writer – build your own Word, Excel, and PDF reports
  • More granular security controls on who and modify / view annotations, reconciliations, tasks, etc
  • Configurable notifications allow each user to determine the frequency of email notifications for each triggering condition.
  • General Movement to make it easier to turn on/off features


  • Platform independent
  • Java Based API
  • ODBC Data Connection
  • Performance improvements
    • Multi-core Scaling for consolidations
    • Data Retrieval improvements
    • Rules
  • Application Creation Wizard
  • Member List editor
  • Easier to turn off/on features
  • Full LCM Support
  • Better Parity with Calc Manager



  • Migration upgrade utility from FDM
  • Data Sync between EPM Apps
  • DRM Load from ERP
  • Sub-ledger transactions for ARM
  • Tax Provisioning and explicit support for HPCM
  • SAP BW Meta load
  • Graphical Import format builder
  • Integration for Financial Close Manager
    • Open FDMEE from inside FCM
  • Fix explicit mapping rules from workbench


Financial Reports

  • No longer a Windows restriction if using FR to HFM
  • FR gets it’s own ADM Driver for a data access layer
  • Planning reports
    • Supporting Detail
    • Cell Text
    • Annotations
  • HFM reports
    • Period
    • Line Item
  • Annotations
    • Editable: Can specify if an annotation is editable or not
    • Richer Text: Bold, underline, italics, font, bullets, etc.
    • Annotation categories


No – before you ask, the FR Studio has not been replaced yet – you are still stuck with it (but they are working on it)


Disclosure Management

  • New Disclosure Documentation Management Repository
    • Can Manage user read/write access
    • Check in/check out versioning
  • SEC Extension Taxonomies
    • Simplify taxonomy development with regulatory specific knowledge
  • New Supplemental Data Manager Module
    • Uses FCM under the covers
    • Divide data sets for collection
    • Dashboard views
    • Workflow
    • Integrations with HFM



  • Workspace integration
  • Simpler Single Sign On Setup
  • Seamless navigations within EPM and BI
  • Template based creation of reports
  • Expand ability of drill down – source data, more detail



  • User defined Sandbox – ability for users to do their own what-if on data (without copying data or making new applications)
  • Usage and Statistics Analysis (I assume this is from the Oracle Cloud)
  • PFP: Vendor dimension, ability to deploy functionality incrementally
  • Workforce Planning enhancements
  • New: Oracle Financial Planning Analytics
    • pre-packaged analytics for the Planning domain leveraging Oracle BI technology
    • Monitor Operating Performance metrics and drill down
    • Business metrics such as forecast accuracy and accuracy trending
    • Track process trends for ongoing improvement
    • Prebuilt dashboards


  • New Ledger Model Type
  • Focus on performance and Exalytics acceleration
  • Vertical application templates.


Oracle Cloud

  • Financial Reports on the Cloud
    • Combines management and statutory reporting in one solution
    • Collaborative, commentary
    • Accessed on all devices


Data Relationship Management

  • FDMEE Integration
    • Metadata from Oracle and non-Oracle GL’s
    • Mapping Feed from DRM to FDMEE
  • Request load from file/table
  • Governance Auditing/Reporting
  • Conditional Workflow stages
  • Workflow UI simplification


    • Execute any FIX blocks in parallel, overcomes restrictions of CALCPARALLEL
    • Give power of parallelism to users when CALC parallel cannot parallelize scripts out of the box
    • Note:  The key driver of this is Exalytics.  This is for people that really know what they are doing because it takes single thread calcs and parallelizes them.  For most others, it’s probably best to continue to use CALCPARALLEL
  • Focus on mix load activity for Planning use cases
    • Better scalability for mix concurrent query and calc operations.
    • Better resource utilization with Exalytics
    • 3.5x improvement from Exalytics V1
    • Focus on higher scalability and realistic multi-user workload
  • BSO/ASO Hybrid Agg Mode
    • Standard BSO database and capabilities coupled with ASO dynamic performance
      • Supports calc scripts, write-back, formulas, etc
      • Use ASO Query processor for BSO dynamic aggregations
    • Optimized BSO models may even be faster than ASO in some scenarios (IE – shared Member in queries)



Check out the Infrastructure Deep Dive Session at KSCOPE14

•July 10, 2014 • Leave a Comment




This year,  Myself, Rob Donahue, and John Booth conducted an EPM infrastructure deep dive session.  This is the first of it’s kind, and was very well received.  The 2-hour session was jam packed for of technical information representing the IT Side of EPM.  We had many in attendance and the feedback was amazing.  Thanks to my co-hosts and those that attended.

The First session was conduced by myself, where I covered:

  • general Architecture
  • what’s new in 11.1.2.x
  • Installation and upgrade best practices
  • Patching

The Second session was done by John Booth where he covered:

  • Performance Tuning
  • Backup/Recovery
  • Disaster Recovery

Rob Donahue wrapped up with the following topics:

  • Health Monitoring
  • Troubleshooting
  • Logs and diagnostics

Finally we had a very interactive Q&A Session that went on even after time was up.  Great session all the way around.  If you could not make it and want to download the session materials, click the link below…



The New and Upcoming Patches

•July 9, 2014 • Leave a Comment Patch

I’ve already blogged about the .500 patch. But recently Oracle quietly released a .501 patch. A Few things that it addresses

  • Support for SQL Server 2008 Clustering
  • Errors introduced in earlier version where Secure Socket Layer (SSL) broke HFM and EPMA
  • Fixed unencrypted passwords being in export files
  • Cannot access Shared servers via http://servername:port/interop
  • Can’t send an email at the completion of a task flow

  • Expecting improvements to Hybrid Essbase

Coming to the Cloud Soon: patch. But why not on-prem???

A new .600 patch will be released soon for the Oracle Planning on the Cloud service.   This patch will mainly have significant mobile interface changes. I saw a demo at the Kscope partner briefing… and wow does it look nice. Think more iphone-like icons and interface. Sleek, simple, elegant.

While the push to Mobile is great, there are still a some limitations.

The biggest is that planning modules not support on mobile at this time…. (may explain why modules are not supported in the Oracle Cloud?).   According to Oracle rumor mill, here is why:

  1. UI: each module would have different home page icons. Trying to figure that out
  2. Pricing: Modules should be available in cloud. Need to figure out SaaS pricing for the modules.
  3. Support: Some modules need to support multiple applications, currently only one is supported in the Oracle Cloud.


Regardless, I think the general feel is the mobile interface seems more geared for data consumption and workflow, rather than development, data entry, etc.

Either way, these are cool features. But I think I can speak for the rest of the industry and ask why there is not more parity between the cloud and the on-premise code set or at least a faster adoption time.

The .600 features should be rolled into the on-premise release of (See Rumor Mill article.).  Both of which will be released this year.

Starting next year, however, the code sets will be back in sync with all code being developed in the Oracle Cloud first, and then released to the on-premise set.

Eric Joins ADi Strategies as Vice President IT Services, Cloud Hosting, and Managed Services

•June 23, 2014 • Leave a Comment

Eric Joins ADI Strategies as VP of IT services


For those that may not have heard from this morning’s press release… I wanted to announce today that I have accepted a position at ADI Strategies to run and oversee two main divisions:


1.)  Global Infrastructure / IT EPM and BI consulting services

An established group of talented individuals providing a wide range of IT services around the Oracle EPM and BI stack. Services include

  • Hardware right-sizing and design
  • Software Installation and configuration
  • EPM deployment data governance and security compliance
  • Backup / Recovery
  • Disaster / Recovery
  • Performance and health assessments
  • Server health monitoring and proactive support implementations
  • Server Hosting and maintenance
  • Vendor selection and RFP services
  • Off-shore and on-shore models
  • IT Project planning
  • Dedicated IT / Infrastructure training


2.)  ADI’s 1MS© Helpdesk, Cloud Hosting, and Managed services

A global team dedicated to managed services clients specializing in all aspects of Hyperion/EPM and BI – functional and technical. These are not consultants that also serve managed services clients, but a fully staffed 24-hour team dedicated to proactive support, monitoring, and on-demand issue resolution. Issues are commonly acknowledged within 15 minutes.


Common Uses for ADI’s 1MS© Solution



  • Cloud Server Hosting
  • Automation / Job monitoring
  • Server health monitoring
  • Backup / Recovery
  • Disaster Recovery
  • Performance Tuning
  • Break / Fix
  • Patching


Procedural Governance

  • User Security provisioning
  • Developmental Change Control and QA oversight
  • Object migrations
  • Performance SLA monitoring
  • Patch Roll-out
  • Roles/Responsibility matrix, documentation compliance
  • Nightly loads / jobs monitoring and quality assurance



  • New Reports
  • Report debugging
  • Books and burst scheduling
  • Dashboards
  • SmartView assistance


Hyperion Planning

  • Web Forms
  • Business Rules
  • Meta data updates
  • Forecast/Plan cycles
  • Application Maintenance


Hyperion Financial Management

  • Data loading
  • Period Close support
  • Task Flow Automation
  • Data and Journal extracts
  • Rules tweaking
  • Audit Table Maintenance



  • Job monitoring
  • Metadata updates
  • Maintaining control tables


Oracle Essbase

  • Calculation scripts
  • Load rules
  • Meta Data Maintenance
  • Alternate rollups
  • Tuning


Why ADI Strategies?

ADI Strategies is very well known in the EPM/BI community as being the firm that Oracle turns to complete their mission critical projects.   ADI sets itself apart by having some of the industries leading authorities on Oracle EPM and BI with an unmatched breath and depth of knowledge. Other main reasons include:

  • World class established industry leadership
  • Established CFO road mapping and advisory services
  • Nation wide presence and Global operations
  • Winner of Oracle’s Partner of the year award.
  • Professional respectful environment
  • Established global dedicated helpdesk and advanced ticketing tracking system.
  • A leader in new technologies such as OBIEE, Hadoop, Endeca
  • Experience with engineered systems such as Exalytics
  • A Leader in Oracle Cloud based implementations
  • A Leading provider of Cost Management services (HPCM)
  • A Leading provider for Oracle Financial Services Analytical Applications (OFSAA)
  • Corporate culture based on customer satisfaction and respect.


About ADI Strategies, Inc.

ADI Strategies is an Oracle Platinum Partner and winner of the 2012 Oracle Excellence Award for “Specialized Partner of the Year”. Focusing on the Oracle Enterprise Performance Management and Business Intelligence product suites, they strive to help companies work smarter by designing and building analytic solutions that give their clients greater understanding of their information assets. ADI Strategies USA has offices in San Francisco and Carlsbad, CA, Chicago, IL, and New York, NY. ADI Strategies Worldwide has offices in Pune, India and Istanbul, Turkey with an office in Dubai, UAE opening soon. For more information, visit

Stay tuned to this blog for more information on these services. In the mean time, I’ll be planning a few celebration activities this week at KSCOPE. Please let me know if you will be there.



New Oracle EPM Infographic…

•June 17, 2014 • Leave a Comment







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