Configure, Provision, and Migrate to Oracle Analytics Cloud

Transcription

1 Configure, Provision, and Migrate to Oracle Analytics Cloud Thursday, March 15, 2018 Speakers: Jason Little, Bob Kaleel Copyright 2018 Sierra-Cedar, Inc. All rights reserved

2 Today s Presenters Jason Little VP of EPM/BI Practice Jason Little is a functional and technical professional with 25 years of experience working with the Hyperion suite of products, Enterprise Performance Management (EPM) solutions, Business Intelligence (BI) tools, and the latest Oracle Cloud Subscriptions, including PBCS, EPBCS, EPRCS, FCCS, PCMCS, and OAC. His corporate background includes Essbase and Hyperion Planning development, administration, and financial systems implementations. He has an accounting and finance background with emphasis on budgeting, forecasting, reporting, consolidations, and implementing best practices within the finance, accounting, and management reporting functions. He provides EPM and BI advisory services for public sector, higher education, healthcare, financial services, retail, manufacturing, and other commercial industries. Bob Kaleel Director of Infrastructure Practice Bob Kaleel has 25 years of broad IT background with technical and functional experience. He has extensive infrastructure experience with all Hyperion Enterprise Performance Management and Oracle Business Intelligence including installation, configuration, upgrades, testing, performance tuning, troubleshooting, and migration across environments. Bob is a Hyperion Certified designer and developer with emphasis on Essbase, Planning, Workforce Planning, Capital Planning, and Hyperion Financial Management (HFM). Bob has SQL Server programming and administration experience which include data warehouse design and development. He has extensive ETL experience with Oracle Data Integrator (ODI) and SSIS development. He has programmed in a variety of languages including VB6, java, python,.net, and C#. He has excellent problem-solving skills with the ability to provide creative solutions. 2

3 Jump-Start Your Cloud Journey with Sierra-Cedar and Oracle Analytics Cloud Configure, Provision, and Migrate to Oracle Analytics Cloud Services Thursday, March 15 1:00 to 2:00 p.m. ET Design and Administrate Oracle Analytic Cloud Essbase Databases Thursday, March 22 1:00 to 2:00 p.m. ET Migrate Your Essbase Financial Reports, Web Analysis, and Smart View Reports to OAC Essbase Thursday, March 29 1:00 to 2:00 p.m. ET Drive Better Insights with Oracle Analytics Cloud Thursday, April 5 1:00 to 2:00 p.m. ET Assess and Migrate On-Premise OBIEE to Oracle Analytics Cloud Service Thursday, April 12 1:00 to 2:00 p.m. ET 3

4 Agenda Overview OAC Product Offerings and Solution Summary PaaS vs. IaaS vs. SaaS Sizing Considerations and Deployment Options Architecture Creating a New Service Basic Administration Supported Essbase Migration Options Sierra-Cedar s Offerings and Migration Considerations Supplemental OAC Solution Features and Product Options 4

5 OAC Overview

6 Oracle Analytics Cloud Subscription Overview Data Sources Data Analysis Understand and act using smarts: search, visualization, and storytelling Business social SaaS Data Preparation Prepare enriched, sharable, and reliable datasets across all data mobile sensors Data Catalog One place to collect, search, explore, and curate all data Analysts personal enterprise Data Management Oracle Database Services Oracle Data Lake Services Developers and Data Stewards 6

7 OAC Essbase Subscription Built for the Cloud Data Sources Data Analysis Analyze Essbase cubes including Write Back capabilities (OBI, DV, BIP, Smart View) Business social SaaS Data Preparation Create Essbase cubes using Data Flows, update cubes using Data Sync mobile sensors Data Catalog Introduce Essbase cubes into the Semantic Model or connect directly from DV and BIP Analysts personal enterprise Data Management Oracle Database Services Oracle Data Lake Services OAC Essbase Developers and Data Stewards 7

8 OAC What is PaaS? Platform as a service is a cloud offering that abstracts the infrastructure, OS, and middleware. 8

9 OAC Sizing Considerations Minimum of 1 OCPU needed per OAC instance 1 OCPU = 2 vcpus OAC shapes: OC3 1.0 OCPU, 7.5 GB RAM OC4 2.0 OCPU, 15.0 GB RAM OC5 4.0 OCPU, 30.0 GB RAM OC6 8.0 OCPU, 60.0 GB RAM OC OCPU, GB RAM OC1m 1.0 OCPU, 15.0 GB RAM OC2m 2.0 OCPU, 30.0 GB RAM OC3m 4.0 OCPU, 60.0 GB RAM OC4m 8.0 OCPU, GB RAM OC5m 16.0 OCPU, GB RAM 9

10 OAC Release Schedule 2 Major releases per year Patch releases every 1 2 months DV Desktop aligned with Cloud Current Plan (subject to change): PS4 April 4 th OAC 4.2 April 20 th OAC 5 June 1 st 10

11 OAC Sizing and Universal Usage Options Deploy based on monthly usage and product configuration Subscription increases as you add additional shapes and product usage Deploy Standard Edition and scaled out to Enterprise Edition Monthly usage metered and monitored by Oracle with monthly sizing estimates Coming Soon: Oracle Analytics Cloud v5 Numerous new capabilities and enhancements Visualizations, Data Flows (incremental), new Data Sources BI Pub Support for DV data sets Essbase Admin and Server improvements 11

12 12 Essbase New Architecture for the Cloud Essbase was reimagined and redesigned in release 12 Security and Filter definitions in RDBMS OAC Data Sync secured data push from on premise Do everything in Cloud Administration capabilities replaces EAS New database management and outline editor tools Support for database migration from on-premise deployments Do everything in Excel Administration capabilities replaces EAS Export cubes to Excel format; self describing models within Excel Use Excel as an modeling tool to describe and change the model Prebuilt templates for business use cases, distributable and customizable Write back and Essbase Cube builds from Data Visualization Perform What-If analysis via new Plug-in use Essbase as a Sandbox to any data source

13 Essbase Server Enhancements Hybrid Engine Provide benefits of BSO (Flexibility) and ASO (Scalability) Ability to set Solve Order dynamically based on Member Properties Default Hybrid BSO (Configurable) All upper level and formula members are Dynamic Drill Thru and XREF Drill-thru Capability (File, Relational, Essbase, Oracle BI) Ability to define connections (isolation of credentials) Ability to define data sources Create/define Drill-thru reports XREF/XRWITE to link to another application/cube within the same instance 13

14 OAC Essbase and On-Premises Essbase Comparison 14 IT differences. Cloud Offers: Hybrid, BSO/ASO, choice! Security filters are now stored in database instead of a file Essbase DR support table stored Exalytics benefits come as default Java agent and new J2EE architecture platform highly secure and highly scalable REST API for all functionality, with encryption Business flexibility: OAC Essbase is Version 12 Essbase (on-prem v11.x) NEW: Excel to Cube in seconds Excel for template design and analyze Job Editor, Calc Trace, Audit Trail Sandboxing and DV Integration Essbase MOLAP technology continues to be enhanced with OAC integrated LOTS of new features and Cloud make OAC Essbase very attractive for end users and developers OAC integration brings it all together

15 OAC Architecture

16 Oracle Analytics Cloud Components There are 3 components to OAC: Oracle Cloud Storage (OCS): backups, logs, and other storage needs Oracle Cloud Database (DBC): schemas created by the RCU to support analytics Oracle Analytics Cloud (OAC): Analytics instance of Essbase or BI/DV 16

17 OAC Architecture Minimum of 1 storage container and 1 Oracle database are required per Analytics instance Each container and database can support multiple Analytics instances Analytics Essbase Storage Analytics BI/DV Oracle Database 17

18 Creating a New Service

19 Steps to Create a New Service Create at least one container to be used for storage Backups Log locations Create at least one Oracle database RCU schemas Create the Analytics instance Essbase or BI/DV Can create multiple analytics instances on the same container and database 19

20 Creating a Container Set parameters for name, class, and encryption Container URL format 20

21 View Container(s) From the dashboard storage classic provides a list of containers Click the highlighted name for additional information Includes a list of saved file system objects 21

22 Create a database Parameters Service instance name Service level Metering Software version Software edition 22

23 Review Database Instances Summary of instances Start/stop/restart Set access rules SSH access information Access to console and monitoring Administration and patching 23

24 Create Analytics Instance Name the service and provide a description Setup notification , SSH key, and region 24

25 Create Analytics Instance Details Provide service administrator credentials Set options for BI/DV or Essbase Select database instance to use Define cloud storage instance 25

26 Basic Administration

27 27 Dashboard

28 28 Instance Service Console

29 Individual Instance Overview and Administration Stop/start or scale up/down an instance Apply patches Review/create/restore backups SSH access Access rules Direct access to application URLs 29

30 Access Rules Access rules can open ports to/from the instance Default rules are required for the system to function, do not modify Create new rules to enable access to other data sources Actions allow enable/disable/delete rules 30

31 31 Other Administrative Tasks Patching: Readiness Backs up the service Requires a service outage Scaling down an instance frees resources that can be used to scale up another instance SSH access Use SSH client like PuTTy ssh -i [your private key file location with 2 back slashes] opc@[your public IP address] sudo su Oracle (to impersonate Oracle user)

32 OAC Migration Life Cycle Management Method

33 Migration Option 1: LCM 1. Convert cube to Unicode 33

34 Migration Option 1: LCM 2. Export on premise application with Essbase LCM Utility Prerequisites: Essbase LCM Utility is installed Essbase version is or above Java 8 is installed Java SE Development Kit 8 (from Oracle Technology Network) is installed Open up a Command prompt. Enter the command to export the application using the following commands: cd EssbaseLCMUtility EssbaseLCM.bat export -server servername:port -user username -password password -application application -zipfile path\filename.zip -nodata Exit 34

35 Migration Option 1: LCM 3. Create the application shell 35

36 Migration Option 1: LCM 4. Import the LCM files to the Cloud using the cli (command line interface) Prerequisites: Command Line Interface Utility is installed Java SE Development Kit 8 (from Oracle Technology Network) is installed Open up a Command prompt. Enter the command to import the application from the zip file created in step 2 using the following commands: cd cli esscs login -url -u userid -p password esscs LcmImport -zipfilename path\filename.zip overwrite exit 36

37 Migration Option 1: LCM View the outline to confirm creation of the application 37

38 OAC Migration Cube Designer Application Workbook Method

39 Migration Option 2: Application Workbook 1. Export on premise application with dbxtool export utility Prerequisites: Dbxtool is installed Essbase version is or above Java Runtime Environment (JRE) 1.7.n or later is installed Open up a Command prompt. Enter the command to create the application workbook using the following commands: cd dbxtool\dbxtool\bin Export.bat export -server server:port -application application -cube cube -user username -password password -path c:\directory -build PARENT-CHILD -calc Exit Move the excel workbook to a location you can access for import to the cloud. Notes: This option will NOT load the security filters PARENT-CHILD or GENERATION -build can be -calc is optional, and will create a separate worksheet for each calculation -data is optional, and only includes input data 39

40 Migration Option 2: Application Workbook 2. Create the application in OAC Essbase 40

41 41 Migration Option 2: Application Workbook

42 Migration Option 2: Application Workbook View the outline to confirm creation of the application 42

43 Jump-Start Your Cloud Journey with Sierra-Cedar and Oracle Analytics Cloud Configure, Provision, and Migrate to Oracle Analytics Cloud Services Thursday, March 15 1:00 to 2:00 p.m. ET Design and Administrate Oracle Analytic Cloud Essbase Databases Thursday, March 22 1:00 to 2:00 p.m. ET Migrate Your Essbase Financial Reports, Web Analysis, and Smart View Reports to OAC Essbase Thursday, March 29 1:00 to 2:00 p.m. ET Drive Better Insights with Oracle Analytics Cloud Thursday, April 5 1:00 to 2:00 p.m. ET Assess and Migrate On-Premise OBIEE to Oracle Analytics Cloud Service Thursday, April 12 1:00 to 2:00 p.m. ET 43

44 Questions?

45 Supplemental Information

46 Essbase Migration Considerations

47 Migration Considerations Essbase versions earlier than will need to be upgraded to before migration OAC Essbase Migration includes two optional methodologies: Life Cycle Management methodology: Includes Essbase Filters Application Workbook methodology: Does not include Essbase filters Sierra-Cedar can assist providing a process to create and manage security filters using MAXL scripting under both LCM and App Workbook. Users will not be migrated and must be configured in OAC Sierra-Cedar can assist with providing various methods to export Essbase users from legacy systems Sierra-Cedar can provide templates for users to be imported to the Cloud using a simple.csv formatted file 47

48 Migration Considerations All Essbase Calculation scripts will all need to be evaluated to verify that they will run with no issues in the Cloud environment. Custom memory settings that existed in the legacy system are managed by Oracle in Cloud. OAC provides some memory tuning based on OAC shape size and cube design. Sierra-Cedar offers Calculation Manager training and performance turning. Essbase calculation performance can vary based on how many Oracle CPUs and OAC Shape Size included in your subscription. Sierra-Cedar offers performance benchmarking and testing services as part the Cloud migration and Essbase performance tuning. The old Essbase Admin Services (EAS) and Server configuration file does exist in OAC. Oracle handles Essbase server configuration and database management as Platform as a Service. Sierra-Cedar can assist with sizing and configuring Cloud Service resources, limits and Application Configuration Properties. 48

49 Migration Considerations Sierra-Cedar can assist cube design and Hybrid options. All upper-level sparse members should be dynamic calculation to take advantage of the default Cloud calculation and query processor, which is hybrid Aggregation mode. This approach should be evaluated and tested for applications. Consider multiple aggregating sparse dimensions. Consider Calc scripts with cross dimensional references to upper level sparse members. Hybrid aggregation mode default is disabled. Financial Studio (FR) reports are not available with OAC Essbase and are replaced with Enterprise Performance Reporting Cloud Service (EPRCS) and OAC BI and Enterprise Planning and Budgeting. Sierra-Cedar offers services to assist with EPRCS Management Reporting configuration for reporting needs. Sierra-Cedar offers services to migrate FR reports into EPRCS. Report book functionality would leverage EPRCS report packages functionality. 49

50 Migration Considerations 50 Essbase Report scripts are not supported Sierra-Cedar offers services to assist with recreating using a calculation script with DATAEXPORT command if used for data exports Sierra-Cedar can assist with recreating using another reporting method such Smart View, EPRCS, OAC BI if they are used for reporting Automation scripts will need to be converted to the new OAC Command Line Interface Existing MaxL scripts will need logging and timestamping removed, as the Cloud automatically adds them Sierra-Cedar can assist with converting existing Batch scripts to use ESSCS instead of MaxL or EssCMD ETL processing using SQL Interface, Essbase Studio, Oracle Data Integrator, Informatica, and HFM Extended Analytics procedures will need to be evaluated and updated to support OAC Essbase processes. Sierra-Cedar can assist with OAC Data Sync and converting automated Data loads and dimension updates to OAC Essbase supported flat files or SQL Load Rules

51 OAC Solution Summary

52 OAC Essbase Enterprise = What-if and Sandbox Workflow Next Generation Essbase on the Cloud Personal to enterprise business modeling supports wide-range of planning and management reporting applications New capabilities for Sandboxing and scenario management Tool-less approach for faster deployments Auto Analyze Data and Create Cubes Onion Skin like sandboxes, unlimited sandboxes with no impact on cube size or performance Only delta entries are saved in the sandbox 52

53 Essbase Cube Designer Model an Essbase Cube in Excel Start with a new Cube with the Wizard Leverage an existing Template for iterative Model building Data Transformation Automatically transform Flat Sheet into an Essbase Cube Ability to define Attribute dimensions and Alias Tables Generate Hierarchical Accounts Dimension with formulae Leverage the Intelligent Algorithm or use Hints Define Cube Properties and various Artifacts Set Application/Cube Properties Define Text Lists, Calc Scripts Navigate thru Dimension hierarchies and search for members 53

54 54 OAC Essbase and DV Interactive Visual Composition Create Your Own Data Story Role-based Visualization Content Packs Stunning visualizations and interactive presentations Automatic chart creation based on Intelligent Data Services Singe-click trending and forecasting, drag-and-drop clustering and outliers Rich palette of 100s of built in and 3 rd -party visualizations Optimized for web and mobile Creating visualization is interactive and intuitive. Any user can create sophisticated explorations experience with a few clicks.

55 OAC BI Powerful Data Flows and Enrichment Liberate Insights from Any Data 55 Easy access to all data sources. Self Service Data Preparation Directly connect to 40+ different multi-structure data sources Group values, join data sets, sub-select rows/columns, aggregate, calculated fields etc. Blend any data regardless of its source or type Apps, Big Data, Databases, Services, Files, etc. Smart Connectors to SaaS applications

56 OAC Smart Platform for Smart Analytics Predictive Analytics and Day-by-Day Information Delivery Bringing Data Science to the Business Self-Service Machine Learning capabilities. Have OAC Auto ML analyze and explain any attribute Discover anomalies where data is not aligned with expected patterns Utilized Statistical and Machine Learning algorithms to enhanced the experience Natural Language Insights. Automatically turn data elements into written insight & narrative Self Service Data Preparation Bring your own script or choose from a selection of built-in scripts. Create and manage models in the OAC Catalog. Build Collective Intelligence with Day by Day Get customized feeds based on your interests, when and where you are, and who you collaborate with Anticipates your needs and delivers appropriate information to throughout the day 56

57 Essbase Self Service Cube Creation Automated using Smart Algorithms Simple cube creation based on any Data Set Auto identify dimension, hierarchies and measures Apply design best practices to achieve high performance Ability to customize the resulting data model 57