The Mass Migration From Hyperion IR/Brio to Oracle BI Cloud Service

① Why Migrate From Hyperion IR/Brio?
② What Are My Options?
③ What is Oracle BI Cloud Service?
④ Oracle BICS Demo
⑤ How Do I Get From Hyperion IR/Brio to BICS?
⑥ Next Steps
⑦ Q&A
Agenda
The Mass Migration From Hyperion IR/Brio to Oracle BI Cloud Service 3

Why Migrate From Hyperion IR/Brio?
4

Premier Support Is Ending in April 2015
Sustaining Support Will Continue
Terminal Release will be 11.1.2.4
 Support continues at 11.1.2.3 level
 Web support stops at IE 10 – No Support for IE 11
 Desktop support up to Windows 8
 No mobile strategy
Why Migrate from Hyperion IR/Brio?

Premier Support Is Ending in April 2015
Sustaining Support Will Continue
What it means to enter ‘Sustaining Support’:
 No new updates, fixes, or security alerts
 No data fixes, or critical patch updates
 No certification with new 3rd party products/versions (browsers, OS, etc.)
 No certification with new Oracle products
 No new upgrade scripts

7The Mass Migration From Hyperion IR/Brio to Oracle BI Cloud Service
2008 2009 2010 2011 2012 2013 2014 2015Legacy
IR/SQR
v8.x
IR/SQR
v9.x
IR/SQR
v11.x
Strategic
OBIEE 11g
BICS
OBIEE12c
2003
2005
Today
April
2015
Oracle BI Timeline

Scenario Users Typical Topology Data Complexity User Knowledge
Workgroups < 50 Primarily Desktop
Users
Analyzing Files &
Relational DB Sources
Usually Very Self-Sufficient,
Self Authors
Departments < 150 Mixed Desktop & Web
Users
Analyzing Some Files, But
More Involved In
Relational DB, With More
Complex Joins
Mix Of Users. Usually
Business Analyst (Power
User) Is Author, With
Consumers Having Navigation
Skills
Enterprise-wide* > 150* Primarily Web Users,
but Many Desktop
Users
Less File Analysis, More
Focused On Secured
Relational DB. Generally
Federated Data Sets, To
Allow Cross Function
Analysis
Mix Of Users. Usually
Business Analyst (Power
User) Is Author, With
Consumers Having Navigation
Skills
* Enterprise deployments tend to be very large, involving 1,000+ users. IBM was 120,000+ users.
Spectrum of Hyperion IR/Brio Users

What Are My Options?
Hyperion IR /
Brio
Dept. Ad-Hoc Query
Reporting & Analysis
Simple Data Modeling
Merging Server Data w/ Local Files
Corporate Ad-Hoc Query
Reporting & Analysis
Dashboards
Data Dump, Historical Capture
Scheduled Report Distribution
Merge Server Data w/ Local Files
I don’t know what I’m looking for.
I’ll know it when I see it.
Endeca
Information
Discovery
BI Publisher
[A module within OBIEE 11g]
OBIEE 11g
TWB
Oracle BI
Cloud Service
(BICS)
What is the major use case?

What Is Oracle
BI Cloud Service?
11

Business Intelligence Cloud
What Is Oracle BI Cloud Service?
 Based on proven BI technology
relied on by millions of users
 Integrated with Oracle Database
Cloud Service
 Built-in mobile
 Simple administration and data
integration
 Low-cost monthly subscription

Quick Time To Value
 All required capabilities pre-
integrated in a single service
 Analytics for everyone...from the
workgroup to the enterprise
 Built for user self-service

Powerful BI Capabilities… Low Cost Of Ownership
Proven BI Platform
Enterprise Class
Feature Rich
Oracle Data Centers
Oracle Owned and Operated
Highest Industry Security Standards
Fully Managed
Upgrades and Patching
99.5% Availability

Proven Dashboard & Analysis Platform
 Rich Charting Gallery, Interactive
Visuals, & Comprehensive Formatting
 Drilling, Advanced dynamic prompting,
Right-click interactions, master-detail
linking
 Pivoting and Visual Aggregations

Proven Dashboard & Analysis Platform
 Full featured query generation and
calculation engine
 Comprehensive filtering and aggregation
 Powerful OLAP groupings, selections
 Hierarchical, time-series, and statistical
functions

Automatic Mobile Support
Based on BI Mobile HD
 Analytics on mobile with no
additional development
 Touch, drill, interact
 Swipe, zoom – touch gestures
 Offline access to content with
fine-grained security to grant or
revoke privileges

Includes The Market-Leading
Oracle Database
 Oracle Database 11gR2
 Oracle Managed
 Automated Backup
 Point-in-time Recovery
 Administrative Access
 Oracle Application Express
(APEX)
 SQL Developer

BICS DBaaS
Multiple Data Load Options
BICS Data Loader
Web-based File Upload
SQL Developer
Interactive Loading & Administration
DBCS Rest API
Define Your Own Custom API
PL/SQL Data Import
Generic Web Services Data Import

Easy Data Modeling
 Wizard based Star Schema
design
 Auto Time Dimension
 Rich hierarchy and time series
calculations, aggregations
 Advanced Analytics: Trending,
Binning, etc., based on Oracle
database
 Leverage any Oracle database
procedure

Intuitive Security & Admin
 Integrated ID Management
 Application roles
 Snapshots and Exports
 Advanced Permissions
Framework
 Easy backup/restore
 Database administration via
APEX

How Do I Get From
Hyperion IR/Brio to BICS?
23

How Do I Get From Hyperion IR/Brio to BICS?
Hyperion IR / Brio Oracle BICS
Enterprise Reporting
Leverage Oracle & Non-Oracle Assets Leverage Oracle & Non-Oracle Assets
Web-Based & Client-Based 100% Web-Based
End User Self Service Enhanced End User Experience
Simple Metadata Layer Simple Metadata Layer
Dashboards – Significant Coding Required Dashboards – No Coding
System Similarities
Enterprise Reporting w/ Advanced Visualization

Enterprise Reporting
Leverage Oracle & Non-Oracle Assets Leverage Oracle & Non-Oracle Assets
Web-Based & Client-Based 100% Web-Based
End User Self Service Enhanced End User Experience
Simple Metadata Layer Simple Metadata Layer
Dashboards – Significant Coding Required Dashboards – No Coding
System Similarities
Enterprise Reporting w/ Advanced Visualization
For The Same Great Reasons You Bought Hyperion IR/ Brio…
The Move To BICS Is An Evolutionary Step

Customer Installation & Maintenance (Capital Expense)
Separate Database(s) for Data Source Includes Oracle Database
Months To Deploy / Update Weeks To Deploy – Automatic Updates
Cryptic On-Line Help Files Easy Online Computer-Based Training
Simple Visualizations Advanced Visualizations
No New Features For Years Cloud-First New Feature Strategy
Advantages of Oracle BICS
No Infrastructure Costs (Operating Expense)

Technical Benefits Business Benefits
Cloud-Based
No On-Premise Hardware Lower Cost of Ownership
Easy To Bring In New Data Data Mashups (Similar To Brio)
Personal Reporting Database Simplify Data Modeling w/ Database Views, etc.
Easy Upgrade No Upgrade Costs. No Business Disruption.
Benefits of Migration
Greater Business Agility

Oracle End of Life for Hyperion IR/Brio
Oracle License Initiatives
Cloud Strategy
Infrastructure Upgrades Beyond Support Levels
Change In Source Systems
How Do I Get From From Hyperion IR/Brio to BICS?

① Audit
② Analyze (Best Conversion Option)
③ Develop
④ Test
⑤ Deploy
Download Info Sheet at
www.kpipartners.com/Migration

① Audit
 Determine which reports are the most used and least used.
 Turn on Brio Usage Tracking feature for Brio Server reports.
 User survey for desktop reports.

② Analyze – Best Conversion Option
 Run Brio Impact Analysis and Harvester tools to determine
which source tables are being used for which reports.
 Determine best conversion option from 4 conversion options.
 Consolidate existing reports and applications wherever
possible using capabilities of new BI tool.

③ Development
 Ingest data into the cloud.
 Build new reports & dashboards.

④ Test
 Regression test against existing Hyperion IR/Brio reports.
⑤ Deploy
 Production migration from development cloud environment to
production cloud.

Conversion Options
Scenario Steps When to Use
Option 1
Use Source Tables As
Starting Point
1. Upload source tables in BICS using BICS Data Loader
2. Model in BICS
3. Create report in BICS
Multiple reports built off
same set of source tables.
Ad-hoc capability needed.
Option 2
Brio Result Set Used
As Starting Point
1. Capture Brio SQL in BQY file via the View SQL Log feature and
copy to SQL tool like SQL Developer.
2. Run Brio SQL against source database and output result to
database table or Excel
3. Upload result set to BICS database using BICS Data Loader or
SQL Developer
4. Create simple model in BICS, including any calcs added in Brio
Results section
5. Create BICS report
One off report where effort
to model tables is too much
for a single report. Need to
repeat data uploads for
periodic updates. No ad-hoc
capability needed.

Conversion Options
Scenario Steps When to Use
Option 3
Export IR/Brio Results
Section From BQY File
1. Run query
2. Export Results section to XLS or CSV
3. Upload result set to BICS database using BICS Data Loader or
SQL Developer
4. Create simple model in BICS
One-time data transfer to
BICS DB.
No repeatable data refresh
needed.
Option 4
Use Brio Report Job
Output BQYs as
Starting Point
1. Export Brio Job Outputs to Excel.
2. Upload result set to BICS database using BICS Data Loader
3. Create simple model in BICS
Store archived data in the
cloud for backward-looking
historical data capture.

What Is The Best Way To Migrate?
 Big Bang Approach: By mm/dd/yyyy, all users need to
move off Brio to BICS
 Phased Approach: Move a few apps at a time. Many
companies work use an offshore managed services
approach to do this in a cost effective manner

What About Staying On IR/Brio for Existing Apps?
Infrastructure Support Issues
Since no new version support, infrastructure changes expose Hyperion
IR/Brio installations to problems with no available workarounds.

 Use BICS more advanced report and dashboard
features to consolidate reports and simplify end
user experience.
 Visualize your data better with BICS dashboards
(heat maps, trellis charts, etc.) without coding.

 Don’t try to do all joins in BICS metadata layer as BICS
gives you a personal reporting database where you can
create views, etc. to simplify the modeling effort. You
control your own database !
 Use Oracle’s APEX development environment which
comes with BICS to enter data, etc. No more custom
coding of data entry forms!

Next Steps
Oracle BI Representative KPI Partners
Oracle Licensing Initiatives
Oracle BICS Pricing
Oracle BICS Demo
Free 1 Hour Assessment Call
Hyperion IR/Brio to BICS Quick Start Package
Managed Services Offshore Conversion
Contact
events@kpipartners.com
www.kpipartners.com
1-888-988-4KPI
Who To Contact?

43
2011 Oracle Titan Award
2012 Oracle Specialized Partner of the Year
2013 Oracle Specialized Partner of the Year

Email: info@kpipartners.com
Web: kpipartners.com/contact
KPI World Headquarters
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Newark, CA 94560
Phone: (888) 988-4KPI
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