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10035Hyperion and PeopleSoft
- Hands off Automation
Hyperion and PeopleSoft Integration and
Automation tips using the DRM Adaptor
Apr 22, 2018
Azmat Bhatti
Solutions Architect – Hyperion/BI
Canadian Tire Corp.
@azmatb
Presenter
Azmat Bhatti, Solutions Architect, Canadian Tire
Industry Experience
• Over 10+ yrs of Hyperion experience in design, development,
implementation and supporting HFM / Planning / Essbase / HSF
/ DRM / FDM(EE) /FR / Smartview products
• Started working with Hyperion suite in late 2006 with System
9.1.0 (Early release, lots of bugs, License Server !!!)
• Done various upgrades from 9.x to 11.1.x to 11.1.2.x
• Opened close to 300 Oracle SRs with various issues/bugs
• Latest work done with System 11.1.2.4.x (Plus patches, more
stable release and on-premise)
• Industry experience includes Food & Beverage, Mining and
Retail
• Speaker at various Oracle Conferences such as Collaborate,
Kscope and Open World
Certifications
• HFM System 9 Certified Administrator (2007)
• Essbase 9.3 Certified Developer (2008)
• HFM System 11 Certified Consultant (2013)
linkedin.com/in/azmatbhatti
http://hyperionarchitect.blogspot.com/
@Azmatb
Presenter
Doug Hahn, Principle Solution Architect, Datavail
• 23+ years' experience in IT
• Over 10 years as a consultant for large firms including
Oracle and IBM
• Deep technical knowledge in Infrastructure, Databases,
Data Warehousing, EPM, ERP, Application Management
Services (AMS), BI, Reporting Strategy and Cloud
• Solid understanding of business capabilities in Finance, HR,
Legal, Compliance and Internal Audit
• Presents regularly at local SIG's/GEO's and national users
groups and conferences such as Collaborate and Open
World
• OAUG Speaker of the year 2017
Agenda
• Background
• Hyperion and PeopleSoft environment
• Hyperion DRM and PeopleSoft
• Integration between Hyperion DRM and
PeopleSoft Hierarchies
• Utilizing the DRM Adapter + PeopleSoft WSDL
• Automation of scripts/jobs
• DRM logging
• Lessons learned
• Q & A
Background
Complex Systems
Landscape
• Multiple Applications: Several
including Cognos, Hyperion,
PeopleSoft, JDE
• Manual steps to track and
request, approve, commit
changes across the systems
environment
Challenges and Projects
• Current projects included PSFT implementation, HFM
enhancement and DRM implementation
• Working on setting up a governance process
• User expectations high with many new systems being
introduced
Goals for Hyperion DRM and PeopleSoft
• How can we be leveraging DRM ?
• How can it help us with our current environment, our
projects, and future environment ?
• How are others customers using it ?
Datavail’s DRM PeopleSoft Adapter
The Challenge
Changes in Oracle DRM do not automatically update in PeopleSoft. As a result, many
companies:
• Lose up to two hours of work value per day
• Hire expensive outside help to manage quarterly reporting
• Sacrifice even more efficiency when reorganization projects come up
• Risk problems with data accuracy
• Waste time on technical problems and these manual updates rather than focusing on strategic
projects
Datavail’s DRM PeopleSoft Adapter
The Basics of the Adapter
• Automates updates to DRM so they populate in PeopleSoft
• Includes application templates for loading the properties, exports, validations, and
queries
• Web-based UI maintains DRM and PeopleSoft configuration
• Visibility of the changes published to PeopleSoft through DRM reports
• Publishing of changes at required intervals using the adapter scheduler
Datavail’s DRM PeopleSoft Adapter
Datavail’s DRM PeopleSoft Adapter
What the Adapter Provides
• Eliminate manual processes – changes in DRM are automatically pushed to PeopleSoft
Financials
• Free up Hyperion resources – hours per day and weeks per quarter
• Redirect Hyperion talent to more important strategic work
• Record an audit trail and track versioning
• Significantly reduce the risk of human error
• Configure and maintain integration from the web interface
Hyperion and PeopleSoft Environment
AP
Accounts
Payable
ES
eSettlement
BI
Billing
PO
Purchasing
CA
Customer
Contracts
AR
Accounts
Receivable
GL
General
Ledger
PC
Project
Costing
AM
Asset
Management
REM
Real Estate
Management
PeopleSoft
9.2
Integration Architecture
CoA and Tree Maintenance – DRG Solution
DRG/DRM
Tree and CoA
ESB
PeopleSoft 9.2
HYPERION
Financial Management
HYPERION
Planning
Finance BI EDW
Requester Enricher Approver Committer
COA – Chart of Accounts
ESB – Enterprise Service Bus
DRG – Business Benefits
• Native to Data Relationship Manager (DRM) platform
• Pure configuration, no coding
• Improves the quality of master reference data, which in turn fuels business process
performance gains
• Existing DRM administration skills should suffice
• Stimulates collaboration between business & IT to figure out data issues and resolve them
proactively
• Fully transparent activity trail enables regulatory compliance and risk mitigation
• Lowers total cost of ownership (TCO) versus external BPM platforms through greater
leverage and reuse of Oracle Data Relationship Management (DRM) metadata
management
• Email alerts and notifications
Overview of DRM/DRG and
PeopleSoft Integrations
Request new /
Maintained Project
Request new /
Maintained Account
Request new /
Maintained Cost Centre
Request new /
Maintained Tree
Online Forms
Workflow
Approval
DRM
Core Data
Attributes
PeopleSoft
Interfaces
Master Solution Summary:
All Account, Cost Centre, Project and Tree additions and changes are initialed using online Forms in DRG. The requests flow
through workflow approval and updates DRM which in turn synchronizes with PeopleSoft.
ESB
ChartField
Mapping
DRG
DRM and PeopleSoft Adapter Flow
Datavail DRM PeopleSoft Adapter
• Empowers users to make changes based on
their role and responsibility
• Minimizes manual IT data maintenance tasks
• Enables reliable what-if scenarios and impact
analysis using various versions
• Future state hierarchies can be compared
against earlier current state to identify
evolving changes
• Stimulates collaboration between Business
and IT to find data issues and resolve them
Adapter pushes data from DRM to PS
Configurable Items
Adapter Tasks
PeopleSoft WSDLs
WSDLs used to configure PS
Mappings
DRM and PS Mapping and Value Type
Reports for Validation
Report ID, Dimension, Status and other information
Publish Dimension to PS
Dimension available to publish to PS
Logs to Review Changes
Transaction logs to review changes made and status
DRM User Management
Maintain users to manage DRM Administration
DRM Batch Jobs
• DRM PeopleSoft Adapter for; Account
and Cost Center
• DRM to PS Trees; Account Roll_Up,
Affiliate Combo, Cost Center, Entity,
Capex etc
• DRM to PS Project Integration; To
Produce All Projects and Delta Projects
file
• DRM Weekly Reports; To produce
changes made in DRM for all Metadata
for HFM/PS/Cognos/Other Legacy
Systems
DRM Export Utility
Backup/Restore your Current
Version between environments
Perform environment
refresh/resynch of attributes
User Security Refresh
Lessons Learned
• Selection of the “Best” consulting
partner
• Training for staff on DRM from Oracle
and/or consulting partner
• Having monthly DRM clinics to answer
frequently asked questions on
Hierarchies/Acct/CC/Project setups
• Streamline DRM Governance process
by introducing DRG
• Buy in from stakeholders
VISIT US AT
BOOTH #1213
1-866-834-9022 www.datavail.com
Session ID:
Remember to complete your evaluation for this session within the app!
10035
Q&A
azmat.bhatti@cantire.com
Collaborate 2018: Hyperion and PeopleSoft - Hands Off Automation

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Collaborate 2018: Hyperion and PeopleSoft - Hands Off Automation

  • 1. Session ID: Prepared by: Remember to complete your evaluation for this session within the app! 10035Hyperion and PeopleSoft - Hands off Automation Hyperion and PeopleSoft Integration and Automation tips using the DRM Adaptor Apr 22, 2018 Azmat Bhatti Solutions Architect – Hyperion/BI Canadian Tire Corp. @azmatb
  • 2. Presenter Azmat Bhatti, Solutions Architect, Canadian Tire Industry Experience • Over 10+ yrs of Hyperion experience in design, development, implementation and supporting HFM / Planning / Essbase / HSF / DRM / FDM(EE) /FR / Smartview products • Started working with Hyperion suite in late 2006 with System 9.1.0 (Early release, lots of bugs, License Server !!!) • Done various upgrades from 9.x to 11.1.x to 11.1.2.x • Opened close to 300 Oracle SRs with various issues/bugs • Latest work done with System 11.1.2.4.x (Plus patches, more stable release and on-premise) • Industry experience includes Food & Beverage, Mining and Retail • Speaker at various Oracle Conferences such as Collaborate, Kscope and Open World Certifications • HFM System 9 Certified Administrator (2007) • Essbase 9.3 Certified Developer (2008) • HFM System 11 Certified Consultant (2013) linkedin.com/in/azmatbhatti http://hyperionarchitect.blogspot.com/ @Azmatb
  • 3. Presenter Doug Hahn, Principle Solution Architect, Datavail • 23+ years' experience in IT • Over 10 years as a consultant for large firms including Oracle and IBM • Deep technical knowledge in Infrastructure, Databases, Data Warehousing, EPM, ERP, Application Management Services (AMS), BI, Reporting Strategy and Cloud • Solid understanding of business capabilities in Finance, HR, Legal, Compliance and Internal Audit • Presents regularly at local SIG's/GEO's and national users groups and conferences such as Collaborate and Open World • OAUG Speaker of the year 2017
  • 4. Agenda • Background • Hyperion and PeopleSoft environment • Hyperion DRM and PeopleSoft • Integration between Hyperion DRM and PeopleSoft Hierarchies • Utilizing the DRM Adapter + PeopleSoft WSDL • Automation of scripts/jobs • DRM logging • Lessons learned • Q & A
  • 5. Background Complex Systems Landscape • Multiple Applications: Several including Cognos, Hyperion, PeopleSoft, JDE • Manual steps to track and request, approve, commit changes across the systems environment Challenges and Projects • Current projects included PSFT implementation, HFM enhancement and DRM implementation • Working on setting up a governance process • User expectations high with many new systems being introduced Goals for Hyperion DRM and PeopleSoft • How can we be leveraging DRM ? • How can it help us with our current environment, our projects, and future environment ? • How are others customers using it ?
  • 6. Datavail’s DRM PeopleSoft Adapter The Challenge Changes in Oracle DRM do not automatically update in PeopleSoft. As a result, many companies: • Lose up to two hours of work value per day • Hire expensive outside help to manage quarterly reporting • Sacrifice even more efficiency when reorganization projects come up • Risk problems with data accuracy • Waste time on technical problems and these manual updates rather than focusing on strategic projects
  • 7. Datavail’s DRM PeopleSoft Adapter The Basics of the Adapter • Automates updates to DRM so they populate in PeopleSoft • Includes application templates for loading the properties, exports, validations, and queries • Web-based UI maintains DRM and PeopleSoft configuration • Visibility of the changes published to PeopleSoft through DRM reports • Publishing of changes at required intervals using the adapter scheduler
  • 9. Datavail’s DRM PeopleSoft Adapter What the Adapter Provides • Eliminate manual processes – changes in DRM are automatically pushed to PeopleSoft Financials • Free up Hyperion resources – hours per day and weeks per quarter • Redirect Hyperion talent to more important strategic work • Record an audit trail and track versioning • Significantly reduce the risk of human error • Configure and maintain integration from the web interface
  • 10. Hyperion and PeopleSoft Environment AP Accounts Payable ES eSettlement BI Billing PO Purchasing CA Customer Contracts AR Accounts Receivable GL General Ledger PC Project Costing AM Asset Management REM Real Estate Management PeopleSoft 9.2
  • 11. Integration Architecture CoA and Tree Maintenance – DRG Solution DRG/DRM Tree and CoA ESB PeopleSoft 9.2 HYPERION Financial Management HYPERION Planning Finance BI EDW Requester Enricher Approver Committer COA – Chart of Accounts ESB – Enterprise Service Bus
  • 12. DRG – Business Benefits • Native to Data Relationship Manager (DRM) platform • Pure configuration, no coding • Improves the quality of master reference data, which in turn fuels business process performance gains • Existing DRM administration skills should suffice • Stimulates collaboration between business & IT to figure out data issues and resolve them proactively • Fully transparent activity trail enables regulatory compliance and risk mitigation • Lowers total cost of ownership (TCO) versus external BPM platforms through greater leverage and reuse of Oracle Data Relationship Management (DRM) metadata management • Email alerts and notifications
  • 13. Overview of DRM/DRG and PeopleSoft Integrations Request new / Maintained Project Request new / Maintained Account Request new / Maintained Cost Centre Request new / Maintained Tree Online Forms Workflow Approval DRM Core Data Attributes PeopleSoft Interfaces Master Solution Summary: All Account, Cost Centre, Project and Tree additions and changes are initialed using online Forms in DRG. The requests flow through workflow approval and updates DRM which in turn synchronizes with PeopleSoft. ESB ChartField Mapping DRG
  • 14. DRM and PeopleSoft Adapter Flow
  • 15. Datavail DRM PeopleSoft Adapter • Empowers users to make changes based on their role and responsibility • Minimizes manual IT data maintenance tasks • Enables reliable what-if scenarios and impact analysis using various versions • Future state hierarchies can be compared against earlier current state to identify evolving changes • Stimulates collaboration between Business and IT to find data issues and resolve them Adapter pushes data from DRM to PS
  • 17. PeopleSoft WSDLs WSDLs used to configure PS
  • 18. Mappings DRM and PS Mapping and Value Type
  • 19. Reports for Validation Report ID, Dimension, Status and other information
  • 20. Publish Dimension to PS Dimension available to publish to PS
  • 21. Logs to Review Changes Transaction logs to review changes made and status
  • 22. DRM User Management Maintain users to manage DRM Administration
  • 23. DRM Batch Jobs • DRM PeopleSoft Adapter for; Account and Cost Center • DRM to PS Trees; Account Roll_Up, Affiliate Combo, Cost Center, Entity, Capex etc • DRM to PS Project Integration; To Produce All Projects and Delta Projects file • DRM Weekly Reports; To produce changes made in DRM for all Metadata for HFM/PS/Cognos/Other Legacy Systems
  • 24. DRM Export Utility Backup/Restore your Current Version between environments Perform environment refresh/resynch of attributes User Security Refresh
  • 25. Lessons Learned • Selection of the “Best” consulting partner • Training for staff on DRM from Oracle and/or consulting partner • Having monthly DRM clinics to answer frequently asked questions on Hierarchies/Acct/CC/Project setups • Streamline DRM Governance process by introducing DRG • Buy in from stakeholders
  • 26. VISIT US AT BOOTH #1213 1-866-834-9022 www.datavail.com
  • 27. Session ID: Remember to complete your evaluation for this session within the app! 10035 Q&A azmat.bhatti@cantire.com