January 2016
Oracle EPM Platform Road Map
Strategy for the New Year

Copyright © 2015 Accenture. All rights reserved. 2
Content
Oracle EPM Road Map Strategy
• Introduction
• Oracle EPM Version Status
• Internet Explorer Version Dilemma
• Upgrade Strategy Pros & Cons
• Upgrade Hosting & Options
• Accenture Cloud Hosting Solution
• Oracle EPM Cloud Services Roadmap
• Options Pros & Cons
• Next Steps

Copyright © 2015 Accenture. All rights reserved. 3
Introduction
Oracle EPM Road Map Strategy
Maintaining a fully supported environment for Oracle EPM components means consistent alignment with the
third party products that are required to run and access the EPM services such as Internet Explorer, MS Office and
Windows server. Maintaining this alignment can be challenging as the vendors release new updates and limit
support of previous versions.
The objective of this presentation is to provide you with information that can assist you with the planning of your
own strategy and road map for Oracle EPM in your organisation to help address this challenge. This also allows
the opportunity to take advantage of the latest and greatest improvements in performance and functionality in
the latest version that have been well documented by Oracle. The transition from old to new can be a challenge.
Therefore, we have provided a high level description of some of the options available to support the process.
The slides firstly look at the current status of the most commonly used versions previous to 11.1.2.4 and
highlights the typical compatibility issues experienced with them. We then look at some high level options to
help tackle these by providing feasible and supported upgrade solutions. The options vary considerably and
include short and long term solutions. Therefore, we explore the pros and cons of these to allow you to take the
necessary considerations into account when building your own road map and strategy for future upgrades.

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Oracle EPM Version Status
What’s the status of your version of Oracle EPM?
• This is to help you understand the high level support status for various versions of Oracle EPM
• The information used was taken from the Oracle Lifetime Support Policy
http://www.oracle.com/us/support/library/lifetime-support-middleware-069163.pdf
Version
11.1.2.4
The latest version
of the EPM suite
with new and
enhanced
functionality
This is currently
the only version
of Oracle EPM
that can run on
Windows Server
2012
Version
11.1.2.3
Supports Internet
Explorer version
11
(with .700 patch)
Still known to be
the most stable
release of Oracle
EPM
Version
11.1.2.2
The base install of
this version
contains a
considerable list
of known defects.
We recommend
maintenance
patch upgrade to
11.1.2.3.700
Version
11.1.2.1
Hyperion 11.1.2.1
is not compatible
with Internet
Explorer
10 or 11.
In order to
address this issue,
you will need to
upgrade to at
least 11.1.2.3.700
Version
11.1.1.x
Hyperion 11.1.1.3
is not compatible
with IE 9 or later.
Most components
are only available
in 32 bit mode
only
Version
9.x
Premier support
and Sustaining
support is no
longer available
from Oracle
Upgrade ASAP!

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Third Party Compatibility Issues
If you have any of
these
You could be facing
one of the following
If so, consider one of
these
Likely impact to
Hyperion
2012 IS ONLY SUPPORTED
ON HYPERION 11.1.2.4+
ONLY SUPPORTED ON
11.1.2.4. UPGRADE
REQUIRED
ONLY SUPPORTS IE 11
UPGRADE HYPERION
11.1.2.3.700 OR 11.1.2.4
UPGRADE HYPERION
11.1.2.3.700 OR 11.1.2.4
OFFICE 2013 IS ONLY
SUPPORTED FROM
11.1.2.3.500 UPWARDS
MS OFFICE 2010 OR
OLDER
MS WINDOWS 2008
SERVERS
MS SQL 2008 SERVERS
MS WINDOWS 7 OR 8
CLIENT PCS
INTERNET EXPLORER 10
OR OLDER
MAINSTREAM SUPPORT
EXPIRED JAN 2015
MAINSTREAM SUPPORT
EXPIRED JULY 2014
MAINSTREAM SUPPORT
EXPIRES JAN 2015
MS SUPPORT FOR
INTERNET EXPLORER
EXPIRES JAN 2016
LIMITED SUPPORT AFTER
OCT 2015
UPGRADE TO OFFICE 2013
UPGRADE TO INTERNET
EXPLORER 11
UPGRADE TO
WINDOWS 8???
UPGRADE TO
MS SQL DATABASE 2012
UPGRADE TO MS
WINDOWS SERVER 2012
Internet Explorer is now an immediate concern!
• Microsoft are limiting the support for some of their most commonly used products (inc. Internet Explorer, Office, Windows Server).
• Upgrading to remain supported by Microsoft will create knock on compatibility issues with Oracle Hyperion software

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Internet Explorer Version Dilemma
Support for older versions of Internet Explorer is coming to an end very soon!
• Microsoft is ending support for Internet Explorer releases previous to version 11 in January 2016
• Upgrading to Internet Explorer 11 will mean compatibility issues with Oracle Hyperion 11.1.2.3.0 and older
• The following describes some things to consider in relation to Oracle Hyperion EPM compatibility
•If you’re using IE 6, 7, 8, 9 or 10 with Hyperion, it is likely that action is required to upgrade to IE 11
•Check the following page on Microsoft’s website for confirmation of your support status:
https://support.microsoft.com/en-us/gp/microsoft-internet-explorer
Check the support
status of your IE version
•The remainder of this slide assumes that the version compatibility issues of IE applies to you
•If so, you need to consider the impact to Hyperion before upgrading to IE 11 so that your organisation
can be made aware
Does this issue apply to
you?
•IE 11 is not compatible with any version of Hyperion older than 11.1.2.3.0
•IE 11 is only fully compatible with Hyperion 11.2.3.700 and 11.1.2.4.x
Internet Explorer 11
Compatibility
•Contact us to help you define a plan with the most feasible options given your specific circumstances
•Consider the long and short term options based on pros and cons
Suggested Action

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Upgrade Strategy Pros & Cons
How should you upgrade?
PROS CONS
IN-PLACE UPGRADE
• This is the quickest easiest method to upgrade to
the newest version
• Minimal new hardware is required
• The applications and data do not need to be
migrated
• More advisable for smaller upgrade leaps e.g.
11.1.2.2 to 11.1.2.3
• This is the highest risk option available due
Possible corruption of install files during upgrade
• No smooth roll back plan for contingency should
the upgrade fail
• Limited time for extending system testing or BAU
testing
• No opportunity for a parallel run
PARALLEL BUILD
• Allows the old system to remain un-impacted by
the upgrade throughout the duration of the
project
• Allows the opportunity to address any potential
design issues in the new system
• Reduces risk by allowing maximum amount of
time required for all testing activities
• Provides a fully robust roll back solution for go-
live contingency
• More time and effort is required to design and
build a new system in parallel
• More hardware will be required to host the new
servers
• The data and applications in the old system will
need to be migrated and upgraded to the new
version
• If you now have some considerations from the previous slides that may require you to consider an
upgrade, you should consider the options available for doing so and the associated pros and cons.
• These are two common methods used by Hyperion clients. In some cases it may also be possible to adopt a
hybrid of the two in order to get the best of both worlds.

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Upgrade Hosting & Options
What upgrade strategy is more suited for you?
Taking into consideration the hosting options that will be available in the next few years, we
envisage three options to be considered as part of your upgrade strategy for long or short term
planning. The most valid option for you is likely to be dependant on your own time and budget
constraints as well as sensitivity to risk:
MINIMAL AVAILABILITY OF
TIME & BUDGET
IN-PLACE UPGRADE
MAXIMUM RISK MINIMUM TESTING
RISK AVERSE BUT TIME & BUDGET
IS AVAILABLE
PARALLEL BUILD (CLOUD OR ON
PREMISE)
LOWEST RISK & MAXIMUM TESTING
OK FOR NOW
LONGER TERM PLAN REQ.
MIGRATE TO ORACLE CLOUD SERVICES
WHEN THE REQURED FUNCTIONALITY
IS AVAILABLE
THE FULL EPM SUITE IS NOT YET FULLY
ESTABLISHED (TBD)

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When considering to upgrade to a later version, you have the option of moving to our private cloud solution which has been designed
and optimized to provide you with a secure, optimized, fully managed solution designed specifically for Oracle Hyperion EPM.
Partnering with market leading data centre providers means that clients are offered an environment that meets the requirements of
some of the most highly regarded global accreditations and control standards for global data centres.
Potential Benefits
• All existing Oracle EPM products on general availability are fully supported
• Greater flexibility to facilitate increases in user numbers
• Cap-Ex free (pay as you go)
• Cost-effective – cheaper and easier than self-hosting
• Offsets the stress of maintaining and supporting another complex system
• Flexible Service Level Agreements for support and availability
• Software updates controlled, regulated and documented as necessary
• No on-going I.T. staff commitment. Support desk is based in the UK
• Zero infrastructure outlay
• Full and secure integration
Accenture Cloud Services
Hosting Solution

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Accenture Cloud Services Cont.
Full & Secure Integration
• A secure VPN connection from the customer site
to their own private network within the
Accenture Cloud
• Users can connect directly to services in the
cloud using Internet Explorer and the Excel
Smart View plugin
• Can be integrated with AD so users can also log
into Hyperion using their own desktop
usernames and passwords
Support & Maintenance
Includes Infrastructure support & maintenance, provided via our UK-based Support & Excellence centre, to cover the Oracle Hyperion
deployment in order to proactively maintain a robust and stable system:
• Technical Support: Technical Support of the Cloud Infrastructure and the installed Hyperion product(s)
• Monthly Maintenance: Monthly environment health check, preventative maintenance routines and supporting documentation
• Patch Monitoring: On-going, proactive review of Oracle patch release documentation and application of latest bug-fix patches
• Relationship Management: Management of the client relationship with Oracle Support including escalation and feedback
• Critical Period Support: Provision of dedicated out-of-hours critical period support at additional cost
PRIVATE CLOUD ENVIRONMENT
VPN
TUNNEL
FIREWALL FIREWALL
WWW CLIENT NETWORKS
DATABASE
SERVERS
WEB/APPS
SERVERS

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Oracle EPM Cloud Services Roadmap
Oracle’s own SAAS Solutions for EPM in the cloud
Oracle have released a public cloud SAAS solution for Planning & Budgeting and Reporting services. These products have been widely
adopted but have limited functionality when compared to the classic deployment versions available today.
No release dates have been announced for the remaining cloud components, such as Financial Consolidation & Close Cloud Service (FCCS).
It is not known what level of functionality will be available in FCCS when it is released.
Cloud Service Component Current Status Target Release Date
Planning & Budgeting Cloud Service General Availability NA
Enterprise Performance Reporting Cloud Service General Availability NA
Enterprise Planning & Budgeting Cloud Service Active Development TBD
Essbase Cloud Service Active Development TBD
Financial Consolidation & Close Cloud Service Active Development TBD
Account Reconciliation Cloud Service Active Development TBD
Tax Provisioning & Reporting Cloud Service Active Development TBD
Profitability & Cost Management Cloud Service Active Development TBD
Oracle EPM version 12 Active Development TBD

Copyright © 2015 Accenture. All rights reserved. 12
Options Pros & Cons
Further Breakdown & Summary of Upgrade & Hosting Options
Option Pros Cons
Do nothing
• No expense
• No effort
• No compatibility with IE 11
• Remain on burning platform (2008)
In-place upgrade to 11.1.2.3.x on
existing hardware
• Full compatibility with IE 11
• Full support for FDM classic (no upgrade to FDMEE)
• No migration required. So least effort of all options
• Remain on burning platform (2008)
• Minimal window available to fully test before
go-live
• Continue to manage and maintain own servers
Upgrade to 11.1.2.3.x on
Accenture’s Private Cloud
• Full compatibility with IE 11
• Fully private, highly secure, global standard DC facilities
• Maximum flexibility to fully test in parallel pre go-live
• Cap-Ex free (pay as you go)
• No on-going I.T. staff commitment
• Fully integrates with client AD system
• Additional effort to migrate
• Remain on burning platform (2008)
• Migration required
Upgrade to 11.1.2.4 on new
hardware on premise
• Full compatibility with IE 11
• Fully supported and current OS (Server 2012)
• Maximum flexibility to fully test in parallel post go-live
• Migration Required
• FDM classic apps must be rebuilt into FDMEE
Upgrade to 11.1.2.4 on
Accenture’s Private Cloud
• Full compatibility with IE 11
• Fully private, highly secure, global standard DC facilities
• Maximum flexibility to fully test in parallel pre go-live
• Cap-Ex free (pay as you go)
• No on-going I.T. staff commitment
• Fully integrates with client AD system
• Migration Required
• FDM classic is not available in 11.1.2.4. FDM
classic apps require rebuild into FDMEE
Migrate to Oracle Cloud Services
• Fully supported and current software
• Maximum flexibility to fully test in parallel pre go-live
• Cap-Ex free (pay as you go)
• No on-going I.T. staff commitment
• No release dates have been confirmed as yet
• Initial functionality will not be like for like
• Solution is a public cloud service
• Does not integrate with client AD system
Upgrade to Oracle EPM version 12
• Will be compatible with later versions of third party products
(Windows, Office, IE)
• Further enhanced user functionality
• More closely integrated into the Oracle Fusion product stack
• Not currently available on general release
• No specific date has been announced for its
release
• We anticipate the initial release to have a
number of bugs and/or stability issues

Copyright © 2015 Accenture. All rights reserved. 13
Next Steps
Contact Us
If you have any questions about any of the information in this document, please contact Accenture’s Oracle
Hyperion Infrastructure team in the UK to discuss a more specific road map and upgrade strategy for your
organisation.
Contact Details:
PHONE:
Call us on +44 (0) 1962 607 840
E-MAIL:
Oracle Hyperion Infrastructure Team UK:
epm_infrastructure@accenture.com
mitch.duffus@accenture.com