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Customer Data Management - dsmcloud
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Customer Data Management

Data Management

How can existing Hyperion Planning customers migrate to Oracle PBCS?

For customers with existing Hyperion Planning applications, the migration path from Hyperion Planning to PBCS is very easy. If a customer is on 11.1.2.3.500 or greater, it is a three-click process: (1) use Lifecycle Management and export the application definition, (2) upload through the automation utility in PBCS, and (3) import it on the PBCS side. Earlier versions may require minor modifications to the XML files for the LCM packet, but we have yet to see a migration that takes more than a few hours.

There are also many part of your on-premises Hyperion Planning application that won’t migrate and many files you’ll need to adjust.

Can I migrate from on-premises to cloud or cloud to on-premises? Is the migration seamless or do the LCMs need to be adjusted before importing to PBCS?

LCM migrations from an on-premises application to PBCS are seamless transitions. However, migrating from cloud to on-prem is not so simple. Many file formats have changed in the cloud, so going from the cloud to on-prem requires a lot of file adjustments.  Since we at US-Analytics have been developing on both PBCS and on-premises Planning, our consultants know the ins and outs of migrating between the different server sets. 

Does PBCS have the same functionality as Hyperion Planning?

PBCS is now a couple years ahead of on-prem Planning in certain areas — some of which are major. The two applications have a complete different user interface. Hyperion Planning still uses Workspace, while all pods in the cloud no longer have Workspace. The simplified interface is all that’s available on PBCS, which has significant advantages. If you want to learn about the differences between Workspace and the simplified interface, we covered it in this webinar — PBCS vs. Hyperion Planning: Using the Simplified Interface.

From an administrative perspective, the cloud environment is significantly easier to administer because you don’t have to manage things like server-to-server point communications, logs and tuning, etc.

Is there a limit to the number of custom dimensions that can be added to PBCS?

There is no limit to the number of custom dimensions. As with on-premises Hyperion Planning, PBCS allows you to create multiple plan types with their own custom dimensionality as necessary.

Does PBCS support multiple plan types?

Yes, it supports up to seven total plan types: 3 BSO, 3 ASO, and 1 consolidated plan type for reporting.

How do data loads and pushes occur?

PBCS comes with a full set of data integration tools. For those who are familiar with Oracle FDM or FDMEE, FDMEE is embedded directly within the PBCS application. You can do cloud-based data uploads into PBCS and then do any mapping translations that need to occur to load data into the planning application going forward. The latest release of PBCS includes the EPM Automate Utility, a scheduling utility that can help support that process.

Additionally, on-prem FDMEE starting in 11.1.2.4.200 supports cloud as a target.

How do dimension builds occur?

There are multiple approaches to loading dimensions. PBCS allows direct dimension maintenance inside of Smart View; if you have hierarchy definitions that live in an Excel file, you can import them directly through Smart View or apply them. Another way is to load the .csv file directly into the planning user interface. As a third option, you can use the EPM Automate Utility to upload the dimension build files and then kick off any dimension structure changes that need to happen.

How would we load ERP source data into PBCS?

You could use “Data Management” in PBCS or, you could use FDMEE on-prem. There are also new features to Data Management to connect directly to Fusion GL, if that happens to be your ERP.

Is it possible to use a spreadsheet located on the client machine to connect to the cloud application?

Yes. Just like any on-premises Planning application, PBCS can use Financial Reporting Studio and Smart View, enabling you to perform both ad-hoc retrieves as well as perform Financial Reporting for those who want a better visual display of the data.

Can the ``Planner`` role carry out ad-hoc analysis in read-only mode in PBCS?

Yes, this is a common scenario. Users with read-only access have full capability to do ad-hoc reporting.

What web browsers does PBCS support?

Supported web browsers include Firefox, Google Chrome, Internet Explorer, and Safari.

How do we maintain security in PBCS regarding shared services?

PBCS security is not synced with MSAD via connection to the MSAD; it is either manually controlled or imported via .csv for the users who are later provisioned for PBCS. Provisioning is also not performed in Shared Services for PBCS. It is controlled in the Oracle Cloud Identity Console. There is also support for Active Directory integration using SAML.

Is there a sample demo of the Oracle PBCS application that we can access?

The Vision application, which is the current on-premises application, can be easily deployed into PBCS for testing in a PBCS environment. Vision is also built into PBCS, so you can deploy it to your own PBCS instance after you purchase it, if you want to play with it.

What does a typical implementation plan look like for PBCS? How long does it take?

US-Analytics can help your business get started with PBCS using a proven methodology to ensure optimal results. PBCS Pro is an accelerated deployment customized for your organization and delivered in 8–12 weeks, depending on requirements.

Which is best for my organization — Oracle PBCS or on-premises Hyperion Planning?

Both products are highly recommended by US-Analytics. Schedule a quick call with our planning experts to determine whether Oracle PBCS, Hyperion Planning, or a hybrid solution would best fit your needs as a company.

What is the Oracle Planning and Budgeting Cloud Service?

The Oracle Planning and Budgeting Cloud Service (PBCS) makes the functionality of Oracle’s market-leading Hyperion Planning application available to customers in software as a service (SaaS) deployment model. Oracle Planning and Budgeting Cloud Service is a flexible planning application that’s been optimized for deployment in the Oracle Public Cloud environment. PBCS relies on the infrastructure of Oracle Public Cloud and will therefore follow the release cycle of Oracle Public Cloud. Its functionality mirrors the latest functional feature set of Hyperion Planning on-premises and delivers those features in a Cloud friendly fashion.

Which EPM Products are available in the Oracle Cloud?

The first EPM application to be available in the Cloud is Oracle Planning and Budgeting Cloud Service.

What capabilities are included in the Oracle Planning and Budgeting Cloud Service?

All the infrastructure, reporting, and data management components to use Hyperion Planning are included as part of the Oracle Planning and Budgeting Cloud Service. This includes the powerful web based and MS Office based capabilities.

What are the plans to bring additional Planning content (i.e. Workforce Planning, Capital Asset Planning, Project Financial Planning) into the Cloud?

We are planning to bring the additional Planning modules to the Cloud and are evaluating the priority and order in which to do so.

What's the pricing model for the Oracle Planning and Budgeting Cloud Service?

Oracle Planning and Budgeting Cloud Service is priced on a per user/per month/per application basis with a minimum of 10 users.

How fast can Oracle Planning and Budgeting Cloud Service be deployed?

Because Oracle Planning and Budgeting Cloud Service eliminates the need for on-premise hardware, and software and also eliminates the need for infrastructure set up, new applications can be deployed in weeks versus months for on-premises applications.

Can Oracle Planning and Budgeting Cloud Service be used in conjunction with Hyperion Planning on-premises?

Yes, customers can deploy some of their applications on premises while others are deployed on the Cloud. This allows Lines of Business the flexibility to choose their mode of deployment. It also allows existing customers to upgrade some of their existing Hyperion Planning applications to the Cloud while maintaining the rest on-premises.

How can I integrate Oracle Planning and Budgeting Cloud Service with my existing ERP systems?

Data and metadata can be integrated into Oracle Planning and Budgeting Cloud Service using data management capabilities within the PBCS offering. This includes seamless loads of data and metadata and also capabilities to drill back to the source information.

Do my ERP applications need to be in the Oracle Cloud to use the Oracle Planning and Budgeting Cloud Service?

No. Oracle Planning and Budgeting Cloud Service can integrate data from Oracle ERP Cloud Services, or on-premises ERP applications.

Is drill-back to my ERP system supported?

Yes, this capability is supported using native PBCS capabilities.

What's the benefit of running Oracle Planning and Budgeting Cloud Service versus on-premises applications?

The key benefits of the Oracle Planning and Budgeting Cloud Service are fast time to deployment, reduced up front deployment costs, and the ability to scale up quickly to address future needs. There is no planning software to own or maintain.

How can I start using Oracle Planning and Budgeting Cloud Service?

Please contact your Oracle sales representative or contact us through cloud.oracle.com.

How are upgrades and patches handled?

Each customer chooses a one hour window for daily system maintenance. Upgrades and patches are made automatically during this window. Oracle announces the availability of new service versions in advance.

Can existing Planning customers migrate to PBCS?

The first release of PBCS supports upgrade from R11.1.2.1 directly into the Cloud based application. So existing customers can upgrade to this release of their on-premises application and then import their application to PBCS. The immediate roadmap includes supporting R11.1.2.2 and then R11.1.2.3 for import into PBCS.

Will there be a “try before you buy” program for PBCS?

No.

Do we have people who have tried and tested PBCS?

PBCS has had a successful preview program with many partners and customers who have very positive feedback on the solution. Please contact your sales representative for feedback details.

What is Integration Cloud Service?

Oracle Integration Cloud Service (ICS) is a simple and powerful integration platform in the cloud to maximize the value of your investments in SaaS and on-premises applications. Oracle Integration Cloud Service is Oracle’s integration platform as a service (iPaas) and includes an intuitive web based integration designer for point and click integration between applications, a rich monitoring dashboard that provides real-time insight into the transactions, all of it running on a mature runtime platform on Oracle Cloud. ICS will help customers accelerate their integration projects by pre-integrating with several SaaS Applications and will significantly shorten their time-to-market through a highly intuitive user interface and a large library of SaaS Adapters.

What cloud services are pre-requisites for Integration Cloud Service?

There are no pre-requisites for subscribing to any cloud services while subscribing to Integration Cloud Service.

What is the best way to get started with Integration Cloud Service?

Integration Cloud Service public trials are coming soon. Please contact your Sales Representative to enroll in a private trial. You can get up-to-speed by viewing the Overview video. Refer to the below links to read more: eBook http://cloud.oracle.com/_downloads/eBook_Integration_File/oracle-integration-cloud-service-ebook.pdf Blogs http://blogs.oracle.com/soa.

How much does Integration Cloud Service cost?

See Pricing section for more details.

What defines a Connection in Integration Cloud Service, and how does it tie into the pricing for the service?

A Connection identifies a unique Application endpoint that is accessed using Integration Cloud Service. For instance, a sandbox instance of Salesforce.com or your production instance of Oracle Sales Cloud are each considered individual connections. There is a minimum of 6 connections for non-metered ICS and a minimum of 2 connections per month for metered ICS. There is no maximum limit on the # of connections you can place in an order. After you place an order for a specific number of connections, you will be led to a UI wherein you can decide on the allocation of connections to one or more ICS instances. Each ICS instance can accommodate up to 10 connections. For example, if you place an order for 20 connections, you would be able to allocate 10 to one instance and 10 to another instance. If you place an order for 7 connections, you could allocate 5 to one instance and 2 to another. You can process upto a a maximum of one hundred thousand (100,000) messages per connection per day, across all connections. If your ICS instance had 8 connections, you could process upto 800,000 messages per day across all connections. Since once ICS instance can be configured with a max of 10 connections, you can process upto 1 million messages across all connections per day on that instance. Note that the size of the message may not exceed 5 MB.

What use-cases are supported by Integration Cloud Service?

Integration Cloud Service addresses literally all SaaS to SaaS and SaaS to On-premises integration use-cases including ranging from simple Customer data synchronization across applications, to more advanced integration flows for processing opportunities, quotes, orders etc. The integration patterns range from real-time synchronous message exchanges between 2 applications to publish/subscribe message exchanges between multiple applications. Depending on the application, ICS also enables submission of a batch of requests to process a set of data objects (such as Incidents, Accounts etc) in one single interaction. When operating in a hybrid model, the set of possibilities expand to even larger number of business use-cases.

What applications can I integrate with Integration Cloud Service?

Integration Cloud Service provides rich and native connectivity to a wide variety of applications including but not limited to Salesforce.com, Oracle Sales Cloud, Oracle HCM Cloud, RightNow, Eloqua, CPQ. This list will grow to a broad portfolio of Oracle and third party SaaS applications over the next few releases. However, you do not need an adapter to get your integrations off the ground. The product does support native Web Services – so any one of the 2300+ SaaS applications in the market today can be integrated with ICS. The same applies to on-premises Applications as well. Native rich adapters for on-premises applications such as E-Business Suite, S.P, Siebel, JD Edwards, Peoplesoft etc will also be available on ICS in future releases.

Integration Cloud Service is a brand new product that just released. Is it ready for production use?

Though Integration Cloud Service offers a brand new exciting new user experience, under it’s skin, it’s built on the proven and popular Oracle Fusion Middleware platform that 1000s of customers are already running in production running millions of transactions, across all verticals. The adapters that are available on the service are exactly the same adapters that run on our on-premises middleware platform. Moreover, Integration Cloud Service is already hardened by our own internal SaaS Product teams who are delivering integrations on the ICS platform.

What is the availability SLA for Integration Cloud Service?

Please refer to the Service Level Objective Policy section of the Oracle Cloud Hosting and Delivery Policy available here.

Can I also integrate with On-premises applications with Integration Cloud Service?

Yes. As long as they are reachable via a SOAP/HTTP endpoint, on-premises applications can be seamlessly and securely integrated using Integration Cloud Service. We will soon release an on-premises Agent component that will enable richer native integration with on-premises applications such as E-Business Suite, SAP, Peoplesoft, JDE, Databases, FTP servers etc. You can also invoke an existing SOA Suite or Service Bus service that runs on your premises to initiate a Business Process or invoke an existing Service in your enterprise.

Does Integration Cloud Service run only on Oracle Cloud?

Yes. However we are working on a plan to deliver the same capability on-premises and in the private cloud.

Can I search for transactions processed in Integration Cloud Service and track and act on errors?

Yes – you can define tracking identifiers for each integration flow and use them to search and find executed transactions from the monitoring dashboard. The dashboard allows drill-down capabilities and insight into errors. Users can act on these errors by resubmitting or aborting those errors.

All my applications are on-premises. Does it make sense for me to use Integration Cloud Service at all?

If you are looking at a choice of operational simplification, faster time-to-market, and if you have SaaS applications on your near horizon, then Integration Cloud Service, together with an on-premises integration platform operating as a hybrid platform would be a great option.

Does Integration Cloud Service integrate with Salesforce.com?

Yes. The same high-productivity and easy-to-use adapter for Salesforce.com is available with Integration Cloud Service as well.

How much IT involvement is required in setting up Integration Cloud Service?

Very little, compared to an on-premises middleware offering. You no longer have to manage a large IT ecosystem for hosting your dev-test-prod environments. However you will still need to mediate with IT, though to a lesser extent.

Can Oracle provide consultants who can help design and deliver Integrations on Integration Cloud Service?

Yes. Oracle and its partner SIs can further accelerate your time to market by designing and providing pre-built solutions on the Integration Cloud Service Platform.

Does Integration Cloud Service require downtime during patching?

During initial product releases it would require a planned down-time once every month for a short duration. The patching window would be announced in advance for your information. We are looking to alleviate this in a future release.

Do I need to undergo any training to use Integration Cloud Service?

In general, you do not need to undergo training to design integrations using Integration Cloud Service. This is by virtue of the highly simplified user interface that ICS provides. As long as you understand the data models of the applications you are trying to integrate, and understand the basic concepts of integration, that should suffice. The product user interface also embeds various simple instructional videos that can help you figure out how to perform a specific action using ICS console.

Is there additional training available for Integration Cloud Service?

For someone who is looking to master the service and offering in a greater detail, or for someone who is very new to the integration space, we are planning to offer a full-service training from Oracle University.

Is Integration Cloud Service transactional similar to on-premises Middleware?

No. Transactions are not as relevant in the cloud as they are on-premises. More often than not, SaaS applications are geared up to handle idempotency issues so that complexity is alleviated from the integration middleware. However, ICS does provide guaranteed message delivery.

Can I use Integration Cloud Service for Bulk Data Load use-cases involving large data sets?

Probably not. We have other PaaS offerings coming soon for Data Integration that can help with these use-cases. Please reach out to your Oracle Sales contact for more information.

Can I build Integrations or Adapters to applications and make them available on the Marketplace?

Yes. You can sign up as a partner and work with us to release pre-built integrations and adapters that you can make available to the broader community. Building adapters and delivering on marketplace enables partner community to be able to design, deliver and monetize on quality integration with SaaS and on-premises applications. For customers, this means they get access to deep and wide integration to a large portfolio of applications.

Can I model process orchestrations using ICS?

Yes. This is on our roadmap. We have upcoming capabilities to build long running processes in the cloud. However, the use-cases will be tailored to ensure they do not bring in elements of complexity into the design experience. You can also integrate with an existing SOA BPEL based Web service built using SOA Suite on-premises or SOA Suite Cloud Service instead.

Can I integrate with my trading partners using ICS?

We are working on a highly simplified user experience for partner community integration. In the interim, you can always leverage the B2B capabilities of Oracle SOA Suite in your own hybrid platform.

Does Integration Cloud Service integrate with other PaaS services from oracle?

Integration Cloud Service will natively integrate with a wide variety of PaaS Services including Mobile, Process, Developer, Big Data and so on, providing a highly integrated user experience across the entire Cloud platform.

How do I do dev-test-production using Integration Cloud Service?

When we release, you can move your integrations between your environments using a very simple Import/Export capability. An upcoming release wherein ICS will be pre-integrated with Developer Cloud Service will allow you to source control, version and move your integration artifacts between your environments seamlessly, following the principles of Continuous Integration.

What are the security capabilities in Integration Cloud Service?

There are several dimensions of security that Integration Cloud Service supports.

  1. Physical/Data center security – provided by Oracle Cloud Data Centers.
  2. ICS Product Security – ensuring that your ICS environment is secured from from external threats and also ensure security of any customer’s data and metadata within ICS ecosystem.
  3. ICS capabilities to securely integrate with Oracle’s own SaaS apps on OPC seamlessly.
  4. ICS capabilities to securely integrate with any third party Application (generic SOAP/REST API based interface).
  5. ICS capabilities to securely integrate with on-premises applications

Together, ICS provides a highly secure environment for your enterprise in the Cloud.

Can I import my Oracle SOA Suite projects into Integration Cloud Service?

No. For SOA Suite projects/services that you wish to run in the Cloud, Oracle SOA Cloud Service is a better option.

How do I benefit from a Marketplace for Adapters?

A marketplace for adapters enables customers to benefit from a broad partner community that is building and delivering adapters for several of the 2300+ SaaS applications and on-premises applications out there today. These partner built adapters are audited by Oracle prior to delivery to ensure high quality of integration.

How does ICS enable reduction of costs of building and managing integration?

Usage of pre-built integrations, the highly simplified designer interface, the rich and broad connectivity to applications are just a few ways you will accelerate delivery of integrations, reducing time and cost of designing integrations. Also, the service provisioning is fully automated, it runs on Oracle Cloud, and all of patching, backup, recovery, etc. are all managed by Oracle. All of this means that you do not incur the substantial costs of managing and maintain all of this infrastructure on-premises.

What defines an iPaaS?

As per Gartner, Integration Platform as a Service (iPaaS) is a suite of cloud services enabling development, execution and governance of integration flows connecting any combination of on premises and cloud-based processes, services, applications and data within individual or across multiple organizations.

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