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Oracle HFM BizApp
So what is happing out there? Or what isn't?
The OneCloud Oracle Hyperion Financial Management (HFM) BizApp provides HFM-specific capabilities to automate the most widely-used HFM administrative functions for enhanced application management. The OneCloud HFM BizApp also enables HFM to easily connect and tightly integrate HFM with a range of on-premise and cloud technologies including Oracle Planning Budgeting Cloud Service (PBCS), Oracle Analytics Cloud (OAC), Salesforce, NetSuite, Workday, Namely and a range of relational technologies.
These capabilities in turn, provide HFM application owners an ability to share and streamline data and tasks between applications in a controllable, auditable, and scalable environment. In addition, Business users can be granted access to manage, run or even build their own OneCloud automations through the user-friendly and self-service web and mobile interface.
Later in this white paper, we will explore three possible use cases of the OneCloud Oracle HFM BizApp:
Extraction of HFM data for enhanced sharing.
Streamlined HFM administration and data management.
Automated extraction and load of core HFM objects
But first let's provide a bit more background and insight into the OneCloud platform.
| OneCloud HFM BizApp
(VP Financial Planning, Seagate)
OneCloud is an integration and automation platform designed to boost end-user productivity and reduce the burden on IT.
OneCloud seamlessly connects legacy and modern technologies and orchestrates complex handshakes across a hybrid mix of on-premise and cloud systems while making it easy for application owners and end-users to be self-sufficient in a code-free and intuitive environment.
The focus of this white paper is to highlight specific OneCloud functionality that support Oracle HFM. The intended audience are users and administrators of Oracle HFM.
To learn more about the OneCloud platform or other application specific support, please visit www.onecloud.io
"The OneCloud platform enabled our corporate planning team to be self-sufficient from day 1 to connect and automate our cloud and on-prem apps…the easiest go-live we’ve ever experienced."
OneCloud Oracle HFM Planning Analytics BizApp
Enterprise software has become so fragmented and unnecessarily complex that end-users struggle to use it.
Enterprise software users rightfully complain about clunky interfaces that lack visibility and self-service. This places an extraordinary amount of pressure on IT departments to keep the data flowing and is having an adverse effect on productivity. One factor in boosting business productivity is to build an ecosystem of connected applications.
To accomplish this, the first order of business is to tackle the integration of a vast number of fragmented enterprise applications. This integration challenge goes hand-in-hand with the need to orchestrate and automate the many processes that support critical business functions that are the heartbeat of every company including: operational planning, performance management and business intelligence.
The final and most overlooked step to boost productivity is to empower the business user. Business users nowadays already bring to the workplace a savvy ability to use an array of digital tools from social media to ride hailing services and now every company with an eye on the future should enable its business users with a powerful tool-set to get more done with less.
A user-friendly tool that allows end-users to easily run and manage their business processes on-demand is imperative, but the concept of self-service and self-sufficiency is still deafeningly and surprisingly absent in today’s enterprise.
Let’s change that!
- The OneCloud Team
The OneCloud Platform
OneCloud ensures that cloud and on-premise applications operate together. The platform's native connectivity to many of the most widely used enterprise performance management (EPM), business intelligence (BI), and resource management systems allows for a connected ecosystems of applications.
OneCloud eliminates the challenges of integrating a hybrid mix of technologies that co-exist on premise and in the cloud. Key features of the OneCloud architecture include:
Commands are the building blocks of OneCloud automation workflows (chains). A command is a single task that is pre-configured to perform an operation on a system. When building a command, the user links it with a connection in order to choose where the command is executed.
A linear sequence of commands that represents an automation workflow. Chains can be scheduled, run manually, or even triggered externally via the OneCloud API. Each chain allows a user to build commands based on conditional logic. Commands can also be grouped within a chain, and execute either serially or in parallel.
A connection consists of a resource (i.e. a server) that is pre-configured to run a certain type of command and the credentials associated with connection to a particular application (i.e. login information for a SaaS platform). Connections can be configured to use either a Linux or Windows environment. Commands are aware of which connections they need to run (for example, a command that can run only in a Windows environment), and cannot be created until an appropriate connection is configured.
Environments are used to manage the life-cycle of your chains. Chains can be moved between environments, and variables can be set per environment. The most common example is using a development environment to test your chain, and when you are happy with the results, you can promote the chain into a production environment.
Resources are files that are managed within the OneCloud platform. They be can attached to commands as inputs, and even support variable replacement for extensibility and re-usability throughout a user's workflows.
Runners are the agents that carry out commands and send the results to OneCloud. CloudRunners are managed by OneCloud, whereas GroundRunners operate within a user's the corporate firewall. Users control where commands are run by linking each connection to a particular runner.
In the context of OneCloud, variables are inputs that can be changed. Variables defined on a workspace can be used across chains that belong to that workspace, and variables defined in a chain can be used locally by the chain's commands. In addition, commands can use a variety of system-level (for example, current time) and metadata variables (chain name, environment, etc).
Outputs are artifacts from previous Commands and can have the following types: Strings, Integers, Lists, Dates, JSON, Maps, File. They will appear as variables in subsequent commands in a chain.
A grouping of related workflows that encapsulates multiple environments. In addition, workspaces can store variables that can be used within chains and commands. Lastly, connections are stored at the workspace level.
Connect & Automate
Self-service to manage, view and run automated processes via web and mobile interfaces.
CloudRunners and GroundRunners that natively integrate cloud and on-premise applications.
OneCloud allows technical and non-technical users to easily connect, automate, manage and run their applications.
OneCloud Chains are created by simply adding automation commands and setting parameter values.
In the example to the left, OneCloud is being configured to execute a HFM Data Management Process to HFM run business rules and manage data.
Step 2 - Configure Extended Analytics
Each OneCloud command will have specific parameters that need to be set based upon the operation. The example to the left, are some of the parameters to extract data to a relational target.
OneCloud Oracle HFM BizApp - Case Studies
Case Study I: Extract Oracle HFM Data to a tabular format
Step 1 - Create a OneCloud Chain
Creating a OneCloud Chain is the framework for an end-to-end process that will includes commands, logic, schedules and triggers.
OneCloud natively extracts HFM data at any level via Extended Analytics. The extracted data is staged relationally for use in other target systems. OneCloud can orchestrate all the steps required to perform these steps to neatly integrate HFM with other target systems that OneCloud supports. These system include Workday, Namely, NetSuite, relational databases and other leading performance management and business intelligence technologies.
Case Study I: Extract Oracle HFM Data to a tabular format (cont'd)
Step 4 - Run and see output
In the sample OneCloud chain, data was extracted from HFM in a portable format that can easily be loaded to nearly any system that accepts tabular data. Targets might include Oracle Analytics Cloud (OAC), Oracle Planning Budgeting Cloud Service (PBCS) or corporate standard reporting tools.
Step 4 - Configure Extraction Point of View (POV)
OneCloud controls the extraction POV by simply managing a text resource. In the example to the right, simply specify the dimension, respective member or multiple members and one of the following relationship expansion macros:
Descendants or iDescendants
Ancestors or iAncestors
Children or iChildren
Parents or iParents
BASE and ALLMEMBERS
HFM Member Lists
Note: the syntax "i" includes the referenced member
Step 1 - Create OneCloud chains to support the process flow.
To the right are two sample OneCloud chains to automate HFM tasks to calculate and manage data and set end-user access during times when the system needs to be off-line.
Case Study III: Automated extraction and load of core HFM objects
Step 2 - Configure the Commands
HFM administrators can easily configure each command by setting the appropriate value for each parameter. Alternatively, variables can be leveraged that are set system-wide or dynamically based upon an external event.
Case Study II: Streamlined HFM administration and data management.
OneCloud has specialized commands to perform important HFM operations to calculate HFM business logic including consolidation, translation and allocations. Additionally, OneCloud can perform data management operations to control clearing and copying data in combination with open and closing periods and enabling and disabling connection after users have been forcibly logged off.
OneCloud can easily automate the extract and load of HFM objects. This is helpful for various purposes including backup, archiving and application migration. OneCloud support all the important options for each command to ensure that HFM application can be properly exported and loaded.
OneCloud Chain - Design Time
Technical data subject to modification and delivery subject to availability. Any liability that the data and illustrations are complete, actual or correct is excluded. Designations may be trademarks and/or copyrights of the respective company, the use of which by third parties for their own purposes may infringe the rights of such owner.
HFM Load Commands
Load Member Lists
HFM Extract Commands
Extract Member Lists
Extract to File
Extract to Database
Delete Star Schema
The OneCloud Oracle HFM BizApp has the following commands available to connect and automate HFM with other applications supported by OneCloud. Each command has different parameter inputs and outputs that are relevant to the operation being performed. Please see http://docs.onecloud.io/ for more information.
All rights reserved, including intellectual property rights. Changes to technical data reserved. Delivery subject to availability. Any liability that the data and illustrations are complete, actual or correct is excluded. Designations may be trademarks and/or copyrights of the respective company, the use of which by third parties for their own purposes may infringe on the rights of such owner. For further information see http://www.onecloud.io
©2018 OneCloud, Inc
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