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Inspirage Webinar on Epm integration agent

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Inspirage Webinar on Epm integration agent

  1. 1. © Copyright 2007-2020 Inspirage. All rights reserved. EPM INTEGRATION AGENT Ash Vuyyuru, EPM Senior Manager 20th May 20201 Dayalan, EPM Practice Manager
  2. 2. © Copyright 2007-2020 Inspirage. All rights reserved.2 EPM CLOUD SOLUTIONS Financial Close and Consolidation Budgeting and Forecasting Reporting and Analytics Profitability and Cost Management Master Data Management ERP CLOUD SOLUTIONS ADVISORY MANAGED SERVICES DELIVERING ORACLE EPM & ERP CLOUD SOLUTIONS GLOBALLY NOW A PART OF The Integrated Supply Chain Specialists
  3. 3. © Copyright 2007-2020 Inspirage. All rights reserved. ORACLE EPM EXPERIENCE • Oracle® Certified Platinum Partner • One of the nation’s leading Oracle EPM strategy & implementation firms • Successfully implemented Oracle EPM solutions for dozens of clients in the US, and abroad • Oracle EPM professional average 15 years of hands-on experience • Focused on Fortune 500 companies & large scale, enterprise-wide implementations • Deep expertise from process design to technology implementation • Proven functional and industry templates to leverage best practices • Hyperion Essbase, Planning and HFM certified professionals 3 Enterprise Planning Business Intelligence Reporting and Analytics Financial Consolidation
  4. 4. © Copyright 2007-2020 Inspirage. All rights reserved. ORACLE EPM EXPERIENCE Enterprise Planning & Forecasting • Planning, Budget & Forecasting • Workforce & Capital Expenditure Planning • Planning System Design & Implementation • Balanced Scorecard • Hyperion Planning™, Workforce Planning™, Capital Expense Planning™ Financial Consolidation • Financial Close Process Design • Consolidation System Design & Implementation • Financial Reporting & Analysis • Financial Management™, Financial Data Quality Management™ Reporting & Analytics • Management Dashboards • Profitability Analysis • Human Resource Analysis • Sales & Procurement Analytics • Essbase™ Solutions, SmartView™, and reporting tools Business Intelligence • Data Management & Integration • Content Management • BI Enterprise Edition™, Data Relationship Management™ and integration tools 4
  5. 5. © Copyright 2007-2020 Inspirage. All rights reserved.5 • Overview/Introduction • Installation and Configuration • How to setup an Integration? • Custom Scripting • Use Cases • Demo • Q&A AGENDA
  6. 6. © Copyright 2007-2020 Inspirage. All rights reserved.6 Overview
  7. 7. © Copyright 2007-2020 Inspirage. All rights reserved.7 EPM INTEGRATION AGENT Simple Integrations Pre –Packaged Adapters Custom Scripting
  8. 8. © Copyright 2007-2020 Inspirage. All rights reserved. Synchronous Asynchronous 8 INTEGRATION AGENT MODES
  9. 9. © Copyright 2007-2020 Inspirage. All rights reserved. • E- Business GL • Peoplesoft GL • On-Prem Databases • Non-Relational Data Sources • Third Party APIs • Jython • Groovy • Java-accessible systems SUPPORTED DATA SOURCES 9
  10. 10. © Copyright 2007-2020 Inspirage. All rights reserved.10 KEY CAPABILITIES • Ability to load both Data and Metadata • Supports custom Queries and Scripting • Adapters for Oracle EBS and Peoplesoft General Ledgers • Thin client, minimal resource usage • Drill through capability to source systems • Pre/Post Process Scripting
  11. 11. © Copyright 2007-2020 Inspirage. All rights reserved.11 INSTALL AND CONFIGURE 1. Downloading the EPMAgent ZIP 2. Creating Application Folders 3. Configuring the Secure Sockets Layer (SSL) Certificate 4. Configuring Drivers 5. Configuring Startup Parameters 6. Encrypting the EPM Cloud User Password 7. Start Integration Agent 8. Create Agent as a Windows Service
  12. 12. © Copyright 2007-2020 Inspirage. All rights reserved.12 1. DOWNLOAD AGENT
  13. 13. © Copyright 2007-2020 Inspirage. All rights reserved.13 2. CREATE A FOLDER
  14. 14. © Copyright 2007-2020 Inspirage. All rights reserved. SSL is a standard security technology for creating an encrypted link between a web server and a browser 14 3. CONFIGURING THE SSL CERTIFICATE
  15. 15. © Copyright 2007-2020 Inspirage. All rights reserved. • Setup Agent Home • Setup Data Home • Cloud URL • Domain • User Name • Password • Jython Home • Groovy Home • Custom Java APIs • Log Level • Poll Interval 15 4. UPDATE AGENT PARAMETERS
  16. 16. © Copyright 2007-2020 Inspirage. All rights reserved.16 SETUP TARGET For an Oracle Thin JDBC driver, the JDBC driver URL includes: jdbc:oracle:thin:@host:port:sid jdbc:oracle:thin:@host:port/service For SQL Server, the JDBC driver URL includes: jdbc:sqlserver://server:port;DatabaseName=dbname 2.In Username, specify the on-premises database username. 3.In Password, specify the on-premises database password.
  17. 17. © Copyright 2007-2020 Inspirage. All rights reserved.17 USE CUSTOM SQL The Query option enables to save the SQL query definition when creating an SQL data source Valid conditions include: • Equal • Between • Like • Not In • In
  18. 18. © Copyright 2007-2020 Inspirage. All rights reserved. 1. Systems are distributed geographically 2. Secure and manage their jobs independently by BU 3. Organization uses different types of source systems 4. Different data frequency for different sources 18 UNDERSTAND THE AGENT CLUSTER
  19. 19. © Copyright 2007-2020 Inspirage. All rights reserved.19 CREATING FILTERS • A filter is added for the bind variable. • Placeholder for actual values in the SQL statement. • The name must exactly match the name specified in the SQL query • Can be applied to application or to a rule
  20. 20. © Copyright 2007-2020 Inspirage. All rights reserved.20 Drill down TO SOURCE SYSTEM Two ways to setup drill down 1. To a Landing page (URL) 2. Using a Custom SQL
  21. 21. © Copyright 2007-2020 Inspirage. All rights reserved.21 EPM INTEGRATION AGENT SCRIPTING There are four events where custom scripting can be applied: • Before extract – Before the agent connects to the data source and executes the SQL query • After extract – After the agent has connected to the data source and produced an extract data file • Before upload – Before the data file is uploaded to EPM Cloud • After upload – After the data file has been uploaded to EPM Cloud
  22. 22. © Copyright 2007-2020 Inspirage. All rights reserved.© Copyright 2007-2020 Inspirage. All rights reserved.22
  23. 23. © Copyright 2007-2020 Inspirage. All rights reserved.23 SOME PLANNING RESOURCE VIEWS 23 © Copyright 2007-2020 Inspirage. All rights reserved.
  24. 24. © Copyright 2007-2020 Inspirage. All rights reserved.24 MIGRATION RESOURCE VIEWS 24 © Copyright 2007-2020 Inspirage. All rights reserved.
  25. 25. © Copyright 2007-2020 Inspirage. All rights reserved.25 DATA MANAGEMENT RESOURCE VIEWS 25 © Copyright 2007-2020 Inspirage. All rights reserved.
  26. 26. © Copyright 2007-2020 Inspirage. All rights reserved.© Copyright 2007-2020 Inspirage. All rights reserved.26
  27. 27. © Copyright 2007-2020 Inspirage. All rights reserved. BRINGING THE MAGIC 27 © Copyright 2007-2020 Inspirage. All rights reserved.
  28. 28. © Copyright 2007-2020 Inspirage. All rights reserved.28 HOW TO BRING IT ALL TOGETHER?
  29. 29. © Copyright 2007-2020 Inspirage. All rights reserved.29 • Executes the job ImportMetaDataJob and overrides only the importZipFileName parameter • . { "jobType": "IMPORT_METADATA“ • , "jobName": "ImportMetaDataJob“ • , "parameters": { "importZipFileName": "myMetaDataDailyJob.zip" } } • Executes the import data job 'ImportJob' and overrides the importFileName parameter. • {"jobType":"IMPORT_DATA", • "jobName":"ImportJob", • "parameters":{ "importFileName":" myImportfile123.zip" } } PULLING METADATA/DATA FROM EXTERNAL SOURCES
  30. 30. © Copyright 2007-2020 Inspirage. All rights reserved.30 • Executes the import exchange rates job MyExchangeRates and overrides the importFileName parameter. • {"jobType":"Import Exchange Rates“ • ,"jobName":"MyExchangeRates“ • , "parameters":{"importFileName":"ExportExchangeRatesTemplate.csv" } } PULLING SUPPORTING DATA FROM EXTERNAL SOURCES USING REST API
  31. 31. © Copyright 2007-2020 Inspirage. All rights reserved.31 • https://-...oraclecloud.com/ HyperionPlanning/rest/v3/applications/Vision/substitutionvariables • { "items": [{ "name": "CurrYear", • "value": "FY20", • "planType": "ALL" }, • { "name": "CurrPeriod", "value": “May", "planType": “FinPlan" }] } UPDATING THE SUBSTITUTION VARIABLES USING REST API
  32. 32. © Copyright 2007-2020 Inspirage. All rights reserved.32 •{ • "country": "USA", • "country_abbreviation": "US", • "total_cases": "1,457,593", • "new_cases": "0", • "total_deaths": "86,912", • "new_deaths": "0", • "total_recovered": "318,027", • "active_cases": "1,052,654", • "serious_critical": "16,240", • "cases_per_mill_pop": "4,404.0", • "flag": "https://www.worldometers.info/img/flags/us-flag.gif" • }, Getting real time COVID-19 data USING REST API
  33. 33. © Copyright 2007-2020 Inspirage. All rights reserved.33 CALLING GROOVY SCRIPT
  34. 34. © Copyright 2007-2020 Inspirage. All rights reserved.34 GROOVY + REST API IN EVENTS
  35. 35. © Copyright 2007-2020 Inspirage. All rights reserved.© Copyright 2007-2020 Inspirage. All rights reserved. DEMO 35
  36. 36. © Copyright 2007-2020 Inspirage. All rights reserved. UPCOMING WEBINARS - 2020 May 21 11am EDT ODTUG Learn from Home Series: Automating Security Management in PBCS May 21 2pm EDT Leverage Oracle’s Cloud Planning to Enhance Your JD Edwards Demand Planning May 27 1pm BST Achieving EU MDR/IVDR Compliance June 3 1pm BST Optimize Business Decisions by Transforming Your S&OP Processes June 24 1pm BST Strategic Steps to Ensure Your ERP Transformation is a Game Changer www.inspirage.com/events Get Started with EPM Integration Agent and Unleash EPM Cloud Possibilities May 20 1pm EDT 36
  37. 37. © Copyright 2007-2020 Inspirage. All rights reserved. www.inspirage.com Dayalan Ash Vuyyuru Practice Manager Senior Manager Personal Blog: https://onlyhyperion.blogspot.com/
  38. 38. © Copyright 2007-2020 Inspirage. All rights reserved. THANK YOU

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