OTN Appreciation Day : The Log Analysis Tool #ThanksOTN

•October 11, 2016 • Leave a Comment

In the spirit of OTN Appreciation day (Thanks Tim, you are not a kiss-ass), I am posting about my favorite feature in Oracle EPM specifically on today October 11th in appreciation for all the great work that Oracle Technology Network does.  For more information on the gesture that is involving many Oracle bloggers from across the globe, look to #ThanksOTN on twitter.

My Favorite?  It would have to be the Log Analysis Utility. It came in It’s a nice little tool that will simplify looking at Oracle EPM logs.  We no longer have to hunt and scour the filesystem to locate logs.  This tool list errors from the entire EPM node in time order. You can filter by product modules, error level, time span, etc.  You can also trace the activities of a user session across all EPM system component by tracing a Execution Context ID (ECID) which is a unique identifier for transactions. The Log analysis tool creates an HTML format based report with a time stamped filename.

Using the Log Analysis Utility you can:

  • List EPM System errors that occurred within a time period
    • Errors related to:
      • Services
      • Inter-component communication
      • User directory communication
    • List functional issues that occurred within a time period
      • For example, failure during the forms load process in Hyperion Financial Management
    • Trace an Execution Context ID (ECID) through log files to trace user sessions across EPM System components
      • ECID is a unique identifier that is used to correlate events that are part of the same request execution flow


To run the Log Analysis Utility, do the following:

  • Log into one of the Windows servers with an administrator ID
  • Open a Command Line window and navigate to Oracle\Middleware\user_projects\<EOH>\bin directory
  • Run the command bat


You can give arguments to the command to filter your results. The options available are:

  • time in minutes (-tmin 45 )
  • a string (-s ”  ” )
  • a message series across servers (-ecid “0000JpPDIjn9h^FpN0S4ye1HFRt100000J” )
  • output limited to size in megabytes (-maxsize 5 )
  • optional HTML output name (-o ”    ” )


The resulting HTML file is saved for you in : /Oracle/Middleware/user_projects/epmsystem1/diagnostics/reports

So here is a use case. Say a user us having getting a specific error. You can run the following command to list all the logs for the last day:

loganalysis –system –tdays 1

Search these results and look for the corresponding ECID. Then you can run the utility again, with the –ecid argument. That will return all logs across the whole node associated with that transaction in time-order. A great way to dissect the anatomy of a transaction and the path it went on in a fraction of the time it would take to do manual inspection of logs on the filesystem.




Pro tip:

Oracle delivers this utility on My Oracle Support as a patch. Sign in click the Patches & Updates tab, enter the patch number 17425397.

Find more information on the Log Analysis Utility here: http://docs.oracle.com/cd/E40248_01/epm.1112/epm_troubleshooting.pdf



Eric Runs for ODTUG Board of Directors

•October 4, 2016 • Leave a Comment

Dallas, TX News today from the ITSide in a momentous announcement that Eric Helmer is running for the ODTUG Board of Directors.

Mr. Helmer was met with hundreds of reporters this afternoon outside his lavish mansion in Dallas, TX where he officially announced his intent to serve the user community on the ODTUG board of directors.

Scores of reporters and photographers amidst high security officials filled the streets as Eric made his announcement about 11am Tuesday morning.

Eric Proclaims:  “It would be an honor and a privilege to serve this user community.”  He also suggests that the position is for an organization that should be called the “Board of Representatives rather than the Board of Directors” which was met with an unprecedented cheering and applause from the reporter audience.

He also announced the launching of his campaign site, Eric4ODTUG.com, which articulates his goals and platform.  He also hinted at a possible smear campaign that will target the 15 other nominees jockeying for one of coveted slots on the board, saying that frequent updates will be made throughout the campaign that will uncover the hidden agendas of his competition.

Eric’s platform is one of making progress, unifying the user community, increasing available content for the members, and modernizing the organization.


Newest Trend: Best of Breed Approach to Managed #OraclEPM Hosted Solutions

•October 3, 2016 • Leave a Comment


During the Oracle ACE Director pre-OpenWorld briefing , Deepak Patil gave us an update on Oracle’s advances in their Infrastructure as a Service (IaaS) offerings.

Formally with Microsoft on the Azure team, Mr. Patil has extensive experience in providing IaaS solutions. During the session, he shared with us some research he’s conducted on how the hardware industry has changed in the last year.


Some if his interesting statistics:

  • Across all hardware vendors, there have been 60M servers shipped in the last 5 years.
  • 5 years is the optimal life span of a server
  • 6-7% of the servers shipped went to cloud vendor companies
  • In general, server shipments increase 9-10% year over year.
  • Server shipments to cloud providers increased 35-42% last year.
  • In the next 5 years, it is estimated that the majority of servers shipped will be to cloud vendors.


Obviously, more and more companies are moving to managed cloud platforms. Already, 7% of the world’s workloads are in cloud vendors.

In a recent survey, it was found that 87% of organizations are using some sort of SaaS or hosted solution. In that survey, many are or intend to use 1-3 different providers.

This is true. We continuously see companies move away from standardizing on one single vendor to host their entire enterprise. Additionally, companies are realizing that their on-premise datacenters and personnel are not optimal to service all solutions.

The old argument of a “single throat to choke” has lost its value in modern days. The advent of solid VPN encryption technology, faster networks, easier data integration methodologies, and the explosion of different products have moved the industry into a specialized best-of-breed hybrid approach for managed solutions rather than standardizing on a single monolithic hosted platform.

The catalyst for this has been the adoption of Platform-as-a-Service (PaaS). PaaS takes IaaS to the next level by being application specific and application aware.

Today, hardware and software are viewed cooperatively together as two equally pieces as an overall solution. As a result, hardware is becoming more software aware, and visa versa. Oracle has developed specific hardware and software designed to work together. It is now widely understood that hardware, as the key enabler for software, should be specifically configured for a particular solution and requires specific resources and skillsets to run, administer, monitor, backup, troubleshoot, etc.

In short, software simply runs better on different kinds of hardware, data centers, and administrative staff. I would not use the same servers/disk/network/team for my Microsoft Exchange system as I would for my Hyperion or BI system. Same thing with transactional systems vs. reporting solutions, ERP vs. CRM, Web servers vs. database servers, and so on.

This gives way to newest trend in managed cloud concepts – Solution-as-a-Service. Companies are realizing that hardware enables software, which, in turn, enables a solution.

Hyperion and BI are no longer department side projects – they are global mission critical sensitive systems. Today’s customers need more than simple hosting solutions. They need managed cloud providers to understand their applications deeper and provide deeper support with rapid response. So when companies consider a third party hosting platform, they choose vendors that outsource the entire solution, not just the infrastructure.




Application agnostic vendors that host everything have no choice to be a mile wide and an inch deep, unable to offer complete solution services, making them little more than providers of electricity and servers. In this case, customers are on the hook for application administration and managing meaningful application level skillsets.




Similarly, the small number of companies left that have strict all on-prem, no-hosting policies either struggle with performance, stability, efficiency, quality of administration/support, and incur massive costs staffing competent resources.   These organizations commonly have a pool of IT resources that are foolishly expected to maintain/monitor and support a wide range of very different technologies and products with little success.

Hyperion/BI is a great example. IT admins, in general, are more focused on larger ERPs, data warehouses, customer facing systems, etc and are not versed on the intricacies of financial systems. Which makes sense, as it’s not a full time job…. But that’s a problem when organizations are in the middle of a close and need high-speed rapid support response with knowledgeable experts focused on solving time-sensitive issues.

The solution is to use multiple specialized vendors for hosting solutions.   Lets face it, if you are hosting 100 servers, does it really matter if they are divided up between multiple vendors and on-prem? Not anymore. Companies experience many advantages hosting-by-function, hosting-by-skill set, and hosting-by-solution.




High speed secure interconnects today eliminate the latency and security concerns. VPN tunneling make distributed server locations look as one topology, making the location transparent and seamless to the user. Multiple vendors keep prices down by keeping competition high. Many companies pay LESS by using multiple vendors than using one.

For example, a company might choose hosting cloud vendor that specializes in SAP to outsource SAP/Hana as a solution. They may choose an IBM specialized partner for DB2 and Cognos. Each have their own architecture, requirements, and unique skill sets to maintain and administer.


Considerations for a hosted solution provider:


  • 24-hour staffed monitoring operations service center
  • Level-2 and level-3 application DBAs on staff, awake, working, in the office 24-hours.
  • No Level 1 support. Service desk starts with knowledgeable application DBAs and IT technicians immediately looking at issues.
  • Clear SLAs on uptime and issue response time
  • Compliant in SSAE16 and SOC
  • Strong change control methodology, approval process, and auditing.
  • Application-aware IT services – backups, log rotation, file system cleanups.
  • Application code migration
  • On demand unlimited environment cloning, data refreshing
  • Application software patching and upgrading
  • Assistance with data loading jobs, job monitoring, data integration
  • Database Administration
  • Artifact, application, and data level backups (not just server backups)
  • Long time experience working with all consulting firms and implementers. Familiar and clear working relationships, roles, responsibilities.


  • High speed Infrastructure, fast network
  • Latest state of the art servers
  • All solid state storage
  • Data center disaster recovery real-time replication
  • Strong security and intrusion detection with frequent 3rd party intrusion and denial of service testing and audit
  • Biometric physical security in secured fortified buildings.

Mercury Technology Group meets all of these requirements and then some.  For Oracle Application hosting, MTG is the clear choice for full outsourced IT hosting solution as a service.




Mercury Technology Group (MTG) provides managed private hosted cloud solutions specializing in Oracle EPM, BI, EBS and associated products.  Better performance, exceptional 24-hour rapid response support, and proprietary capabilities,  all for a lower cost of on-prem or leading hosting providers.



#OOW16 News: Oracle selling on-prem software licenses on-line. Is cloud really cheaper?

•September 19, 2016 • 1 Comment

Oracle selling on-prem software on-line.

In a surprise announcement this week at OOW, Oracle announces that it has developed a new on-line shopping experience for easily purchasing software…. Not only cloud solutions but a marketplace for on-premise licenses as well.

On Premise Software includes:


  • Database Server
  • Database enterprise products (RAC, Partitioning, Dataguard)
  • Database Security
  • Database Management: Tuning pack, Diagnostic Pack, Lifecycle Management Pack)
  • TimesTen
  • Berkeley DB
  • MySQL
  • NoSQL


  • Application Server (Weblogic, Coherence, Glassfish)
  • WebCenter:
  • Data Integration (Data Integrator, GoldenGate)
  • Business Intelligence (OBI standard, OBIEE, Publisher)
  • Development tools (Forms and Reports, Internet Developer Suite)
  • Enterprise portal
  • Hyperion BI (Financial Reporting, Interactive Reporting, SQR, Essbase Plus)
  • Identity Management
  • Java
  • Middleware management
  • Real-Time Decisions (Crystal Ball)
  • Service Oriented Architecture (SOA Server, Oracle Service Bus)
  • Transactions Processing (Tuxedo, MessageQ, SALT)


  • Applications Management packs for BI, EBS, PSFT)
  • Application Quality Management (Load and Functional testing)
  • AutoVue
  • Primavera


  • Linux
  • Solaris
  • Oracle VM


  • Sparc Servers
  • Networking
  • Desktops
  • Storage devices
  • Engineered systems including Exadata, Exalytics, Exalogic
  • Spare parts (can search by SKU)


They even are selling components for the MICROS point of sale system and some consulting services.

Of course you can also purchase a lot of their cloud offerings as well like the database, middleware, java, GoldenGate, and BI Cloud Services.


So lets look at the Hyperion Software:


The ONLY Hyperion products that are currently offered is Oracle Essbase Plus, Financial Reporting, Interactive Reporting, and SQR. Not sure where the other products are or if they intend to add them or not – I’ll try to find out.

You might ask if this going to upset the Hyperion Sales Reps or take away from their commission/structure.  Nope. Why? In a recent change within Oracle, many Oracle sales reps are now only getting compensated for CLOUD purchases and receiving nothing for on-premise.

Lets take a look at the pricing model. I’ll use Essbase plus as an example

You have the ability to purchase an on-prem license by processor or Named user. You can also purchase the license for a term limit or perpetual.


Checking out is really simple. You simply add what you want to your cart and checkout with a similar and easy interface. When it comes to payment, you can upload a Purchase Order.


So let’s compare a full use Essbase license vs what it would cost for the SaaS Essbase Cloud Service when it comes available.  We will a full use on-premise Essbase license would be $580/year per user – which is about half the cost of the rumored $100/month for the Essbase cloud service, however, there is the licenses and support fee of $638.  So for one year, 20 licenses – the total would be about $24,000. cart

Unfortunately we do not have pricing information on Essbase cloud service for comparison.  The rumor is that it will be a tired system depending on the configuration,size, environments, etc.  But for the purpose of the exercise, lets assume the average would be $200/user.  So for the year the total would be $48,000, twice the amount of the on-prem license.

Of course, the Oracle’s Cloud Services, you get the Hardware infrastructure as well, and that certainly needs to be taken into consideration.

At MTG, we could host a small 20 user system for roughly $3,000/month, or $36,000.

Updating the comparison:

Owned Licenses (20, 1 year) :  $24k license + 36,000 hardware:  60,000

Rented SaaS (estimated):  $48,000

So the difference from renting to owning is $12,000/year, or $1,000/month, or roughly 20% higher.

So it’s possible that you could outsource the Infrastructure to a third party as a managed cloud, AND have a full use, unlimited transferable software asset all for relatively small incremental cost increase.  Would it be worth it?  Some would say absolutely! There are significant advantages to owning a licenses rather than simply renting the use of web site.

Advantages of owning the software

  • Completely transferable to any hosting vendor or on-prem, or combo.
  • Full access to servers, logs, utilities
  • Hosting providers create a dedicated highly secured VPN tunnels to your corporate network that gives seamless integration, drill-back, and ETL to source systems without the need to upload flat files.
  • You can schedule patches/upgrades when you want and are not forced to suffer downtime. (MTG does all patching complimentary for all our customers, on-demand and scheduled)
  • Can easily add resources and scale at will. Tweak and tune performance as needed.
  • Get full transparent insight and visibility into server, network performance and utilization
  • Can use any hardware, software, operating system, or database you choose
  • Can install additional products or components that are not available as a SaaS cloud.
  • You get access to the full Oracle product support system, not just the cloud support desk.
  • Can create you own customizations, automation, scripts, utilities, etc.
  • Can choose a hosting provider that meets specific regulatory requirements, compliances, change control, uptime, security standards.

Of course, this is a HUGE swag made with simple assumptions.  The point is to just go through the exercise.

The moral of the story? There are many considerations when looking at deploying EPM and BI and there are many different kinds of “Cloud”. Due to current Oracle sales incentives you undoubtedly will be strongly pushed into the cloud from Hyperion reps. A lot of reps will be very resistant in selling you on-premise licenses as it’s not worth the time for the paperwork for them. It will be 100% up to you do your due diligence to fully compare all options in a holistic and unbiased fashion.

Beyond simply surface level costs, it important to evaluate the results of making decisions.  For example, If you convert on-premise licenses to Cloud, are you making a one-way trip? Are you, in essence, selling your license asset back for pennies on the dollar and loosing your entitlement to come back on-premise?  If you decide to leave the SaaS cloud, will you have to re-buy the software licenses?   Important questions to ask.

Of course SaaS is a no-brainer choice for some customers.  However, It’s important to evaluate EVERYTHING when choosing a deployment platform and understand peoples motivations an biases when you are being advised. Smart companies look at more than just cost-per-user and learning lessons from some early adopters that are now seeing the affect on burden of maintenance, integration, performance, security, flexibility, and functionality that could potentially cost them more in the long run.

Take a look!  When you are ready to shop… check out the new site: http://shop.oracle.com

Mercury Technology Group (MTG) provides managed private hosted cloud solutions specializing in Oracle EPM, BI, EBS and associated products.  Better performance, exceptional 24-hour rapid response support, and proprietary capabilities,  all for a lower cost of on-prem or leading hosting providers.

The Hyperion Guide to Open World. Schedule and Session Suggestions

•August 29, 2016 • Leave a Comment


It’s that time of year again when the city of San Francisco is completely overrun with 40,000-50,000 people from all over the world that come together to meet, socialize, and educate around the Oracle solutions….and it’s right around the corner.

Of course, Mercury Technology Group will be at Oracle Open World in full force. Be sure to stop by space Moscone South space 501 to say hi, learn about Mercury’s managed cloud solutions, and register for your chance to win one of three Apple TVs. We also will be having an appreciation event on Tuesday night. Please let me know or stop by the booth to get your invitation.

Sessions start at 11:00am on Monday, however many people forget that OOW starts on SUNDAY. There are a lot of events that happen that day, including a lot of OAUG, ODTUG, and GEO User Group meetings and meet-ups.

At 1:00pm the OAUG Young Professionals Forum Moscone West—2000

I’ll be presenting at the OAUG Hyperion Special Interest Group Meeting 2:15 p.m. – 3:00 p.m.at Moscone West—2001. Be sure to stop by this one.

The ODTUG BI Meetup is at 4:15.

And the official Welcome reception is later at the Oracle Cloud Plaza @ Howard Street


Throughout the conference, I suggest taking time to stop by OTN Lounge at Moscone South Upper Lobby. There are frequent community meetups, IoT workshop, and CommunityCasts. There is even food/beer/wine and you can make Your Own T-shirt with cool designs.


If you are a Java nut, be sure to check out Java Hub, Hilton. Meet the Java team for IoT coffee demo, Nighthacker live video recording, Cloud Art Experience, and much more.


I also suggest stopping by the Oracle Support Stars bar. Support staff encompassing most all of the major Oralce Products are there. Come armed with some tough questions or stop by to say hi and meet some of the staff in person.


Of course there are demo grounds as well, where you can see demos of products and future releases.


Exhibition Halls open each morning at 10:15 AM. And of course, the appreciation event with Billy Joel is Wednesday night. (Be sure to bring a jacket, it can get cold on that island!)


Finally, check social media a lot. There will be a lot of news and happenings on things like Twitter. I will be live tweeting relevant EPM and BI news as it happens.. Follow me @erichelmer


Here are some sessions I recommend people attend. One of the best things you can get out OpenWorld is product strategy and roadmap direction which can help anyone in planning there next steps in the coming year or so.



General Session: Executive Briefing on Oracle’s EPM Strategy and Roadmap [GEN6336]

Hari Sankar, Group VP, Product Mgmt., Oracle

Matthew Bradley, Senior Vice President, Oracle

Scheduled Monday, Sep 19, 4:30 p.m. – 6:00 p.m. | Moscone West—3008


Oracle Enterprise Performance Management On Premises and in the Cloud: Taking a Hybrid Approach [CON7505]

Kumaresh Sankarasubbaiyan, Senior Director, EPM Product Development, Oracle

Marc Seewald, Senior Director, Oracle

Scheduled Monday, Sep 19, 1:45 p.m. – 2:30 p.m. | Moscone West—3018




Oracle Enterprise Performance Management Applications: Strategy and Roadmap [CON6337]

Hari Sankar, Group VP, Product Mgmt., Oracle

Matthew Bradley, Senior Vice President, Oracle

Craig Barrow, Vice President, EPM Global Go To Market, Oracle

Scheduled Tuesday, Sep 20, 11:00 a.m. – 11:45 a.m. | Moscone West—3020



Product Development Panel Q&A: Oracle Enterprise Performance Management Applications [CON7538]

Matthew Bradley, Senior Vice President, Oracle

Rajesh Bhatia, VP of Product Development, Oracle

Doug Cosby, Software Development VP, Oracle

Toufic Wakim, VP Software Development , Oracle

Scheduled Wednesday, Sep 21, 4:15 p.m. – 5:00 p.m. | Moscone West—3018




Application Integration: EPM, ERP, Cloud, and On Premises—All the Options Explained [CON7497]

Rich Wilkie, Oracle

Kumaresh Sankarasubbaiyan, Senior Director, EPM Product Development, Oracle

Scheduled Thursday, Sep 22, 10:45 a.m. – 11:30 a.m. | Moscone West—3018




Eric Joins Mercury Technology Group

•June 22, 2016 • 1 Comment



It is with great excitement I announce that I have joined Mercury Technology Group as Vice President of Application Services.  I will be specializing in providing robust cloud services for Oracle’s Enterprise Performance Management (EPM) and Business Intelligence (BI).

Mercury Technology is THE Cloud Services provider of choice for Oracle Services, Solutions and Support and I have cultivated great relationships as this company has proven success in providing seamless transitions to managed cloud solutions around Oracle.

I will be extending an already impressive portfolio of cloud hosting services around EPM, BI, EBS, etc, working with Oracle, partners, and customers alike.

Check out the Press Release here: http://www.mercurytechnology.com/Why_Use_Mercury.html#pressbox

The official kickoff will be next week at KSCOPE.   If you are going, please feel free to stop by the Mercury booth #124 to say hi.

Also – don’t forget to attend my session – the first session of the conference – early Monday morning:

Maintaining, Monitoring, Administering, and Patching: The Real Cost of Hyperion Upkeeping

When: Jun 27, 2016, Session 1, 8:30 am – 9:30 am

Of course, if you are interested in hosting your EPM or BI implementation or if you are a partner looking to establish those capabilities, please reach out!

Roadmap for On-Premise EPM

•April 19, 2016 • Leave a Comment

On premise update from Collaborate.

According to Oracle, EPM today has achieved fantastic adoption in Finance. However, spreadsheets still dominate outside of finance. EPM has been widely adopted for larger companies, however not nearly as much in mid-sized organizations. While the push for low cost cloud options present more opportunities for the mid market, it also poses some new challenges as organizations try to align all LOBs with corporate EPM efforts.

So to expand Oracle’s footprint, the push is for

  • Adopting EPM outside of finance – ie operational planning
  • Pushing down usage lower in the organization
  • Striving for easier adoption, rapid value, mobile
  • Flexibility and seamlessness between on-prem and cloud


We see these themes in modern releases, patches, and roadmap – notable highlights

  • Enhanced user experience… user interface, valid combinations, excel type grids capabilities
  • Sandboxing, excel based grids, write back enabled dashboards, integrated real time reporting
  • Advanced member function support
  • Cloud innovations and integrations


We also see the dedication to Excel as a major platform for data interactions


Excel workbooks and worksheets

  • vertical and horizontal tabs

Interactivity with larger data sets

  • Rapid loading of large forms
  • Support for shortcuts
  • Sandboxing
  • X-sheet/Work book references through HSGetVal and HsSetVal

Instantaneous calculations

  • excel formulas in through smart forms
  • auto calculations
  • smart push – combine ASO ad BSO into 1Hybrid BSO


And of course, the inclusion of the simplified interface

  • modern
  • intuitive
  • simple
  • relevant
  • engaging


The next major release of the EPM suite will be version 12. It should be April/May/June next year. It will have a complete new support matrix, and will rev down version 11 on the support lifeline. However, there is much more to come in the way of patches still in the code set. On-premise customers are reaping the benefits of Oracle’s accelerated software development lifecycle due to cloud innovations. While all new functionality is developed on the cloud first, it’s not long before its pushed to on-premise customers. This new model is having customers rethink their patching strategy by making it a core frequent function of IT administration – or they outsource it as a managed service.

Future releases will also become more in line with Fusion middleware stack. We should see common platform certifications with FMW12c as well as a simplification of the relational repositories.

Financial Reporting

You may have heard, there will be a new web based financial reporting studio. This is great news for those that use the studio over long WAN distances or have challenges pushing out fat applications to end users that do not have administrative access to their desktops. The studio should be introduced in the .300 patch. The first release is slated to have 85% features of FR studio client. The initial release will be missing some key items such as row/column templates, linked objects, and related content. In the short term, users will have the option to use both until Oracle achieves 100% parity, and then they will sunset the studio for good.

FR Web

The updated FR tool will have a completely updated charts/graphs engine. They will probably have demos of this at Kscope.

Planning Roadmap

 The Planning roadmap and new functionality are focused in three major categories: The User interface, “agile planning”, and Enterprise Readiness


Planning Roadmap 0-12 months:

Enhanced User Interface

  • Enhanced User Interface
  • Valid Combinations
  • Excel-type grid capabilities
  • Robust Dimension Management
  • Document Upload & Duplicate Alias
  • Attributes as a separate dimension
  • Out of the Box Custom Currency support
  • Custom Localization
  • Customizable Navigation By Roles
  • Advanced member function support

“Agile Planning”

  • Sandboxing
  • Excel based grids with formula and formats
  • Write back empowered dashboards
  • Integrated Real Time Reporting

Enterprise Readiness

  • REST Web Service for external Integration
  • Groovy Scripting for customizations



Planning Roadmap Post 12 months cycle:

Enhanced user interface

  • Build from scratch dashboards, charts, and conditional formats from Excel
  • Adhoc dashboards

“Agile Planning”

  • predict model drivers
  • web based predictive planning
  • forecast simulation and Optimization
  • build models from user excel templates

Enterprise Readiness

  • Usage audit reports.


Financial Consolidation and Close Roadmap

As you may or may not know, there have been some recent Highlights, most notably the once Exalytics-only HFM Insights and rules profiler are now supported on Commodity hardware in the way of patches.

HFM Insights provides visibility into the running of HFM, resource consumption, CPU utilization, Per-application activities, user loads, etc. You can even restart HFM from the App.


Rules Profiling shows time spent Calculating, translating, and consolidating. It gives insight into where the time is bing spent and assist with application tuning by identifying bottlenecks.


chart2 introduced a web based application copy which quickly quelled the proverbial riot in the industry after removing the copyapp utility. Going forward we will see continued improvements to this web based copy app program as well as Enhanced visualizations and

For the roadmap, will be released in the summer. We will see:

  • A very interesting feature called auto consolidations that will run consolidations automatically when there is available CPU
  • Dashboard improvements
    • Allow consolation of multi- form/grid dashboards
    • Make dashboards 1st class objects
  • Updated FR Charts and Graphs


In future HFM releases, the following are on the roadmap:

  • Real time consolidations
  • Journals enhancements: impact analysis
  • Web based member list editor
  • Updated intercompany and journal reporting
  • Auto archive of data audit
  • Multithreaded metadata load
  • More web based utilities
  • Web metadata editor


For the Financial Close Manager (FCM) roadmap we should see:

  • Archiving, updated rules configuration
  • Migrations utility to the cloud.
  • Transaction matching


For Hyperion Tax Provisioning:

  • Upgrade automation enhancement’s
  • Apportionment calculation


For Disclosure management we should expect tagging into EPRCS



Data Integration

For metadata, lets be clear: in spite of all the rumors, EPMA is not going away. It does what it is supposed to do – simple metadata between the Hyperion products. What Oracle is hearing is that customers want DRM-like capabilities put into EPMA, and they are simply not going to do that. They will not be investing in more features in EPMA. Use it or not, but if you have functional needs outside of EPMA, the direction is for you to purchase DRM.

FDMEE will continue to be the single place to move data. They realize data sync in EPMA is leaves a lot to be desired. Oracle is clearly investing in and selecting FDMEE as the main data movement tool across on-prem, cloud, etc

Case in point: FDM before only allowed Hyperion products to be used as a target. Oracle wants FDMEE to have any system be a source or target to the point that even non Hyperion customers could consider implementing FDMEE for orchestration to other technologies.

  • ERP to EPM
  • EPM to EPM
  • EPM to ERP
    • write back supports budget or actual
    • EBS and PeopleSoft only
  • ERP to ERP came in at (already out)


Also in we received a FDM to FDMEE conversion utility which moves classic FDM applications to FDMEE (minus custom scripting). Also we received a universal data adapter that allows users to connect and map and drill back to any database. We also got FCM integration and the ability to load exchange rates to HFM.


The .200 patch just came out recently.  In this patch we got Hybrid cloud integration so we can use FDMEE to load PBCS, however you have to buy FDMEE it and run it on prem.

We got DRM integration so we can:

  • Extract hierarchies from EBS and PeopleSoft (select DRM as target for metadata rule)
  • Load mapping rules from DRM to FDMEE
    • Generate “explicit” mapping rules from DRM
    • Load directly to FDMEE



Future patches are coming for the close suite that will have more cloud integration, specifically with FCCS. Future releases should support cloud-to-cloud integration.

For the future Roadmap of FDMEE:

  • Metadata loading (it will be interesting to see another viable metadata option along with EPMA and DRM)
  • Non-numeric planning data
  • Mapping review mode
  • Mobile access to drill-through page
  • Filter balance sheet and income statement account
  • Additional minor parity items and selected enhancements.

Future DRM enhancements:



HPCM Roadmap. We are going to see some great improvements in the HPCM suite since it will be coming to the Oracle SaaS cloud soon. Some key items:

  • Big time New UI for design and management
    • Rules oriented
    • Rules sequencing and documentation
    • Improved design flexibility
    • Simpler ad more immediate reporting
  • Same Product user focus
    • Business analyst skill set
    • Point and click design
    • Zero coding
    • Easy calculation control (unlimited reverse and redo)
  • New ledger model type for expanded coverage of management reporting
  • Parallel calculation improvements for performance
  • Operation transfer pricing solution
  • Financial Close Manager (FCM) integration

The main focus is to make HPCM business user managed and limit the burden of administrators by making it UI and rule driven, easily validated, and easily auditable.


The move to Embedded Analytics

Embedding Analytics in EPM all applications is a big push. For DRM, we are seeing some great analytical capabilities delivered out of the box:


Master data change analysis & Growth trends

  • In-flight governance request monitoring
  • Workflow model analysis
  • Security and administration reports


For HPCM the embedded analytics will tool provide:

  • Population Profit Performance Charting via Whale Curve and Scatter Plots
  • Dimensional Contribution reports
  • Allocation trace
  • Pre-built KPIs and dashboards

DRM analyytics



We will also see some Essbase improvement since Essbase Cloud service is right around the corner as well (end of year or beginning). Some notable items are:

  • Enhanced parallel scripting
  • Multi-user scalability for concurrent query and calculation operations
  • BSO/ASO hybrid aggregation mode
  • In-memory enhancements

Essbase will be re-designed a bit to use a J2EE-based Essbase agent, which will eliminate the essbase.sec security file which will most certainly be met with cheers from the entire community.

We will also see an Oracle R plugin to Essbase.

Other things coming soon to Essbase:

  • Sandboxing
  • Lightweight workflow
  • See how a cell was modified (loaded, input, derived, dynamic, calculated)
  • Run time variables that are POV aware so you can select variables in a calc script in smartview.

In the distant future we can expect more integration with Oracle R, such as embedded R in calc scripts, and generic capability to allow extensibility with 3rd party languages.


Credit: Information, excerpts, and screen shots taken from public presentation by Oracle at Collaborate in Las Vegas, NV.