Oracle Planning and Budgeting Cloud

Services Guide for Novice

PREPARED BY :-
SANJAY PUROHIT- AST CORPORATION
TEJAS PATEL- AST CORPORATION
Agenda
 What is Oracle PBCS?
 Why PBCS is different?
 Cloud v/s On-Premises Enterprise Performance Management(EPM)
 What comes with PBCS
 Supported and Required tools
 PBCS Components
 Key PBCS Features
 FDMEE Integration
 Recommendation
 Demonstration
 Question and Answers
 Specialized. Recognized. Preferred.
OUR SERVICES ORACLE PARTNERSHIP
 Enterprise Resource  Oracle Platinum Partner
Planning  Pillar Partner
 Business Intelligence • SOA
 EPM-Hyperion • Business Intelligence
 Middleware • Hyperion
 CRM  Oracle University Approved
 Managed Services Education Center
 Education / Oracle  Oracle University Reseller
University  Oracle Accelerator Implementer
 Project Advisory Services  Oracle Managed Cloud Services
Implementer
 Oracle Cloud Marketplace
 Small Business Strategy Council
 Advanced Partner Support
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 EBS Financial Management
 EBS Human Capital Management
 EBS Supply Chain Management
 BI Applications
 BI Foundation
 Service Oriented Architecture
 Public Sector
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 Travel & Transportation
 Education & Research
 Application Development
Framework 11g
 WebCenter Content 11g
 Access Management Suite Plus 11g
 Hyperion Planning 11
 Essbase 11
 Database 11g
 Hyperion Financial Management 11

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What is Oracle PBCS

 Planning and Budgeting Cloud

Service
 World Class Planning and
Budgeting tool
 Excel and Web based Modelling
 Driver based budgeting
 Uses calculation engine to support
business logic
 Architecture and Core Structure
inspired from Oracle Hyperion
11.1.2.4 on premises
 Lite, Standard and Enterprise
Why PBCS is different?
 Customizable by budget department super user
 Offered stand-alone and with Oracle ERP Financials Cloud Service
 Subscription pricing based on per-user/month/app model
 Implementation services is available from Oracle Consulting and
partner network
 No hardware cost and IT cost
 Core Planning initially
 Support for modules based on customer demand
 Smart-View and FR for reporting and analysis
 Easy to learn and trained end users
Cloud vs On Premises EPM

Cloud
 Low operating cost
 No infrastructure cost and visibility
 Fast implementation
 Upgrades managed by Oracle
 Security compliance
 One application is supported
 Files size is 150 GB
 EPMA is not available
 Data load via files using EPM, REST
API
On Premises
 Full control and visibility
 Long term cost of ownership
 Easy to integrate with other systems
 Upgrade and Security ownership
 Supports multiple applications
 Expandable resources and file system
 EPMA and classic application
 Direct integrator via FDMEE
What comes with PBCS
 Only two environments
 Production
 Non Prod (Test)
 Web Based access
 Identity Management
 Planning Applications
 Web Studio (FRS)
 Utilities and Add-In
 Smart View and Planning Extension
 FRS
 EPM Automate and REST APIs
 Nightly Backups and Maintenance
 Performance is guaranteed 99.99%
 Oracle Support is included
 Administrators decide timing for Maintenance
Supported and Required tools
 Supported Browsers
 Internet Explorer 11
 Google Chrome 45+
 Firefox ESR 38+
 Apple Safari 6+
 Smart View
 11.1.2.5.500
 Microsoft Office 2007, 2010, or 2013
 Calculation Manager
 Shockwave Flash
 Adobe Flash Player
Key PBCS Features
 Interfaces
 Simplified
 Standard
 Simple and streamlined application create wizard
 Application can be created in less time (Caution!)
 Planning attached ASO reporting cube
 Data integration through file interfaces and FDMEE
 Easy and fast migration path from test to prod. Its like a piece of
cake!!
 Task list driven methodology for budget department super user/users
 Online videos/tutorials for end users
Key PBCS Features

New Look and Feel

 Tablet optimized view
 Summary dashboards
 Mobile
 Desktop
 Easy task navigation
 Real time data push to report cubes
 Sand box versions
 Admin Tools
 Admin activities
 Tools
 Calculation manger
 Desktop installs
Key PBCS Features….
Identity Management

 Dashboard Matrix
 Users, Roles and Profile
 Notifications
 Batch User and Role Upload
 Password Resets
 Automated Notifications
 Manage multiple Service
 PBCS, Cloud ERP
Key PBCS Features….
Groups and Security
 Native Directory
 Create Groups and Add Users

 Use Groups for Provisioning – Detail Application level security

 Dimension
 Forms and Folders
 Task List
 Business Rule

 Process Flow
 Step 1: Create Users
 Step 2: Grant Roles to Users
 Step 3: Create Groups in Native Directory
 Step 4: Email Service URLs to Users
Key PBCS Features….

Maintenance and Patching

 Oracle Maintenance
 Daily 1-hr window
 Application backup
 Services recycled
 Monthly patch
 1st Friday in TEST
 3rd Friday in PRODUCTION
 Key PBCS Features….
Backups and Application Refresh
 Application Management –
Migration
 Export detail level artifacts (Forms,
Folder, Rules, etc)
 Download and Upload application
from PROD to TEST refresh
 Automate regular application
backups
Integration

Data Management
 Flat file based import export
 Automate data load process
 Support data sync between cubes
 Export data to PBCS application
 Drill through is supported
 Integration path to cloud EPR
SRs and Feedback
 SRs are created for TEST and PROD service
 Feedbacks – Feature enables to capture screen and provide a unique reference
number which oracle uses to capture and analyze logs
Academy – Documentation, Videos and Tutorials
 Always available and accessible in the Interface

 Documentation Link
https://planning-test-a418731.pbcs.us8.oraclecloud.com/HyperionPlanning/faces/StructureHomeTF/EfsStructurePSB?_adf.ctrl-
state=z1x0onwka_7&_afrLoop=2808655086705243
Recommendation
 Before you select PBCS
 Understand the pros and cons of cloud
 Get more environment only if required
 Leverage out of box modules if possible
 Leverage Oracle videos and online documentation
 Don’t hesitate to open service request (SR)
 Leverage FDMEE and EPM automate for integration
Demo
Question and Answers