How to migrate On-Prem
Planning\Essbase applications to Oracle PBCS?
For
customers with existing Hyperion Planning applications, the migration path from
Hyperion Planning to PBCS is very easy. If a customer is on 11.1.2.3.500 or greater,
it is a three-click process:
- Use Lifecycle Management and export the application definition,
- Upload through the automation utility in PBCS, and
- Import it on the PBCS side. Earlier versions may require minor modifications to the XML files for the LCM packet, but we have yet to see a migration that takes more than a few hours.
There are
also many part of your on-premises Hyperion Planning application that won't
migrate and many files you'll need to adjust.
Does PBCS
have the same functionality as Hyperion Planning?
It’s been
a couple of year that PBCS is announced and couple years ahead of on prem
Planning in different ways — some of the important one’s are.
The two
applications have a complete different user interface. Hyperion Planning still
uses Workspace, while all pods in the cloud no longer have Workspace. The
simplified interface is all that's available on PBCS, which has significant
advantages.
From an
administrative perspective, the cloud environment is significantly easier to administer
because you don't have to manage things like server-to-server point
communications, logs and tuning, etc.
PBCS
doesn’t have rules for data load, report script to export data and Maxl
Automation scripts.
PBCS comes
with EPM automate utilities to schedule processes. Data management to create
load rules.
How do
data loads and pushes occur?
PBCS comes
with inbuilt data integration tools. If you are familiar with Oracle FDM or
FDMEE, FDMEE is embedded directly within the PBCS application called data
management.
Load data
directly into PBCS using the web interface.
PBCS
includes the EPM Automate Utility to schedule simple data loads or using data
management rule. Users can run EPM automate from their local machines as well.
How do
dimension builds occur?
There are
different ways we can use load dimensions.
PBCS
allows direct dimension maintenance inside of Smart View, if you have hierarchy
definitions that live in an Excel file, you can import them directly through
Smart View or apply them.
Another
way is to load the .csv\text file directly into the web interface.
Users can
use the EPM Automate Utility to upload the dimension build files.
Make
change directly in create and manage – Dimensions.
Enterprise
Data management cloud also supports PBCS and EPBCS formats and import metadata
to EPM Cloud.
Cube need
to be refreshed to apply changes. If refresh is required during day the
application can be put into maintenance mode to ensure that users are all out,
and changes applied to the database.
How many
plan types are available in PBCS?
3 BSO, 3 ASO, and 1
consolidated plan type for reporting.
How to
move\copy data between PBCS cubes?
Smart Push
is the new feature which allows the data to be moved to the reporting cube
almost immediately. You can move application data from:
- Block Storage cubes to aggregate storage cubes
- Block Storage cubes to block storage cubes
Export and
import using text\csv files.
Use data
management to move data between cubes.
How to
connect to PBCS?
Smart
View.
PBCS - URL
(Oracle provides unique URL for your company to connect to PBCS)
EPM
Automate utilities.
On Prem -
FDMEE
What web
browsers does PBCS support?
Firefox,
Google Chrome, Internet Explorer, and Safari
Is it
possible to use a spreadsheet located on the client machine to connect to the Cloud
application?
Yes. Just like any On-Premise Planning application, PBCS can use
Financial Reporting Studio and Smart View to perform both ad-hoc retrieves as
well as perform Financial Reporting for those who want a better visual display
of the data.
How would
we load ERP source data into PBCS?
FDMEE, which has replaced FDM, would be the best solution for
providing an ERP flat file in addition to performing mappings and importing the
source data into your PBCS application.
Can the
"Planner" role carry out ad-hoc analysis in read-only mode in PBCS?
Yes, this is a common scenario. Users with read-only access have
full capability to do ad-hoc reporting.
How do we
maintain security in PBCS regarding shared services?
PBCS security is not synced with MSAD via connection to the MSAD;
it is either manually controlled or imported via .csv for the users who are
later provisioned for PBCS. Provisioning is also not performed in Shared
Services for PBCS. It is controlled in the Oracle Cloud Identity Console.
How long migration from on prem to cloud takes?
A common misconception about cloud migration is that it will be a one time trip. But the reality is that the process of migrating data infrastructure to the cloud should happen gradually. A successful migration should feel as seamless as possible to the organization, so work isn't disrupted. Usually it takes around 8 weeks for the end to end migration along with consideration of new features of PBCS and 2-3 weeks for data validation after migration.
How long migration from on prem to cloud takes?
A common misconception about cloud migration is that it will be a one time trip. But the reality is that the process of migrating data infrastructure to the cloud should happen gradually. A successful migration should feel as seamless as possible to the organization, so work isn't disrupted. Usually it takes around 8 weeks for the end to end migration along with consideration of new features of PBCS and 2-3 weeks for data validation after migration.
Thank you.
SST.!
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