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Hyperion Enterprise 6.5
New Features & Functionality
Robert Cybulski, CPA
Finit Solutions
7/16/2015
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Agenda
• Introduction
• Review of Hyperion Enterprise Releases
• Review of Oracle Support Policy and current Hyperion
Enterprise status
• Hyperion Enterprise 6.5 Features
• Hyperion Enterprise 6.5 Demo
• Questions
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Finit Solutions
• Hyperion Preferred Partner and Oracle Certified Advantage Partner.
Concentration on Oracle / Hyperion products.
• Member of the Hyperion Enterprise and Hyperion FDM (UpStream)
Customer Advisory Boards.
• Unmatched Consolidation & Data Quality expertise:
– Implemented Hyperion FDM to over 5,000 users and 4,500 sites
– Implemented complex HFM needs (GAAP, Tax Reporting, Cash Flow)
– Handled all aspects of Hyperion Enterprise (Implementation, Upgrades)
• Recognized in the 2007 Inc 500 as the 42nd fastest growing IT
services company (Ranked in top 600 in 2008):
– Finit was the only Hyperion partner to make the list
• Focus on providing superior service:
– EVERY client is a reference! Over 95 clients and counting.
• Client base ranges from Fortune 100 to mid market.
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Sample Clients –
All Clients are References
Hyperion Enterprise
Release Schedules & Support
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Hyperion Enterprise Release Schedules
• Hyperion Enterprise 6.3.1
– Released in August, 2004
– New Features: External Authentication, Office 2003 support.
• Hyperion Enterprise 6.4
– Released in August, 2005
– New Features: HE Web Journals, Improved External
Authentication, Expanded Logging capabilities.
• Hyperion Enterprise 6.5
– Released in April, 2008
– New Features: Smart View, Backup Utility, Additional logging,
Vista / Office 2007 support.
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Oracle Lifetime Support Policy
• Premier Support
– Premier support provides full product support, product fixes, critical
patch updates, certification with existing 3rd party products and
certification with most new 3rd party products.
• Extended Support
– Extended support provides many of the benefits of Premier support
with the exception of certification with most new 3rd party products.
Most Oracle Hyperion products are not available for this level of
support.
• Sustaining Support
– Lifetime technical support for pre-existing or known bugs, issues or
defects.
• For more information:
–
http://www.oracle.com/support/lifetime-support-policy.html
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Oracle Lifetime Support Policy Cont.
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Current Hyperion Enterprise Support
• For more information on all Oracle Hyperion products:
– http://www.oracle.com/support/library/brochure/lifetimesupport-applications.pdf
Version 6.3.1
• Currently in
Sustaining
support.
• Premier
support ended
in Sept 2008.
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Version 6.4
• Currently in
Premier
support.
• Premier
support will
end in Aug
2010.
Version 6.5
• Currently in
Premier
support.
• Premier
support will
end in Apr
2013.
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Hyperion Enterprise 6.5
New Features & Functionality
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Hyperion Enterprise 6.5 Overview
• Hyperion Enterprise 6.5 represents one of the more
major releases of Hyperion Enterprise.
• 3 major items were addressed that should benefit most
companies:
– Smart View for HE
– Application Backup utility
– Server Administration
• Hyperion Enterprise 6.5 offers increased software
support (Office 2007, Vista).
• Hyperion Enterprise Reporting includes a few useful
improvements.
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Hyperion Enterprise Administrator Features
Hyperion Enterprise 6.5 contains many improvements
focused on administration including:
Application
Backup &
Restore Utility
Server
Administration
New Security
Reports
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Messaging
Server
Enhanced
Logging
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Administrator Features
• Application Backup & Restore Utility
– Performs backups while users are in the system.
– Can perform tasks during routine (Consolidation, data load, etc)
– Can be executed manually or programmed. Backup profiles can be set to back
up a single application or multiple applications. Profiles can be set to execute
daily, weekly, monthly, etc.
– Can restore a previously backed up copy of the application.
• Message Server
– Can broadcast messages to users who are logged onto Hyperion Enterprise
before and during the application backup process.
– Messages can be tailored to those logged onto the application and to those
attempting to log into the application during a backup.
– All users can receive messages regardless of the rights assigned to them.
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Administrator Features Cont.
• Server Administration
–
–
–
–
Manage all of your Hyperion Enterprise servers from a common utility.
View server status and database settings of all servers.
Start, Stop, and Restart server services.
View / Modify database path, server file locations, settings, etc.
• Enhanced Logging
– Error messages pertaining to the Data Entry, Database, Consolidation and
Journal modules now displays user ID, category and entity information.
• New Security Reports
– A new Security Access report exists in the Security Module in addition to the
existing Security reports.
– Information includes user’s names, groups, rights and password status.
– Report is dynamic and provides filter / sorting and printing / exporting options.
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Smart View Integration
• Smart View is a common Microsoft Office interface. This common
interface allows Hyperion data to be pulled into Microsoft Office
products such as Microsoft Word and Microsoft PowerPoint.
• Same interface for retrieving Oracle Hyperion data:
–
–
–
–
Hyperion
Hyperion
Hyperion
Hyperion
Enterprise
Planning
Financial Management
Essbase
• Smart view allows for retrieving data via Formulas (similar to
Hyperion Retrieve) and through Ad-Hoc drill (similar to Hyperion
Analyst).
• A conversion utility exists to convert Retrieve spreadsheets to
Smart View sheets.
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Hyperion Smart View Overview
Cell Formula Retrieval
Ad-Hoc Query
Full Microsoft Office
Integration
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Additional New Features
• Account Labels & Descriptions
– Database and Data Entry now has Options to view Label, Description or Label
and Description.
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Hyperion Enterprise Reporting New Features
• Expanded Label Character Limit
– Reports and Book sets can now have names up to 20 characters.
– This was increased over the previous 8 character limit.
• Hierarchy-based folder structure
– Report and Book sets, Reports and Books are now managed through a folder
structure similar to Microsoft Windows Explorer.
– Reports / Books can be created, edited or deleted within the folder structure.
• GhostScript
– Hyperion Enterprise reporting now supports GhostScript for PDF generation of
reports and / or books.
• @Ask through Hyperion Enterprise Web Reporting
– The @ASK function can now be used in Hyperion Enterprise Web Reporting.
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Hyperion Enterprise 6.5 Technical Support
• Client items (Windows client, External Security Services and the
Statutory Consolidation Engine) are supported on Windows 2000
SP4, Windows XP SP2 and Windows Vista.
• Server items (Application, Data and Web server) are supported on
Windows 2000 SP4 and Windows 2003 SP1.
• Hyperion Enterprise web is compatible with Internet Explorer 6,
Internet Explorer 7, Firefox 1.5.0.3 and Firefox 2.0.
• Smart View is compatible with Office 2003 and Office 2007.
• SQL and Oracle drivers are no longer supported.
• Lotus 123 and Sites are no longer supported.
• All components can be Removed, Added or Repaired after install.
• Localized languages.
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Hyperion Enterprise 6.5 Conversion
• Application Conversion utility options exist to convert to version 6.5.
The options range from converting specific application components
to converting the entire application.
• The conversion utilities have been very stable.
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Hyperion Enterprise 6.5
Application Demo
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Summary – Why Upgrade to Hyperion Enterprise 6.5?
• Hyperion Smart View for Hyperion Enterprise allows users to
perform ad-hoc analysis, formula retrieval and integration with
Microsoft Word and PowerPoint.
• The Backup and Restore utility provides a much more reliable
backup process (while users can be in the system).
• Server Administration simplifies maintaining multiple servers.
• Support for Vista and Excel 2007.
• Upgrades are always a good chance to clean up an application and
remove any accounts / entities / categories that are no longer used.
Cleaning up an application can save time, improve performance
and allow the app to expand to new reporting requirements.
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Questions?
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