DRM Webinar Series, PART 3: Will DRM Integrate With Our Applications?

Greg Briscoe
Director, Governance and MDM Delivery, US-Analytics
Srujan Peddy
Senior DRM Architect
12.6.16

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Agenda Introductions1
Myth 1: “DRM can’t automate or integrate with my
non-Oracle products like SAP, Salesforce, Workday, or
ServiceNow.”
2
Myth 2: “DRM doesn’t support a SaaS-based cloud
architecture.”
3
Myth 3: “DRM doesn’t have delivered support for
maintaining Oracle EPM products, like Essbase,
Planning, HFM, and PBCS."
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Key Takeaways and Next Steps5

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Director of Governance & Master Data Management Sales & Services
Meet Greg
 Has been working with Oracle products since 1990 — the past 13
years have been focused on Oracle Data Relationship Management
(previously with Razza Solutions, and Hyperion)
 More than 30 years experience in finance and developing business
technologies
 Experienced in project, program, and quality management for
implementation delivery and software development
 Successfully managed multiple projects with budgets in excess of
$70 million
 Has been involved in all aspects of consulting — as a Director of Oracle
Consulting’s Hyperion and BI data integration team for over 5 years,
Greg provided support for Engagement Management, Solution Design,
Project Management, and Services Sales

4
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ABOUTUS-ANALYTICS
Managed Services
Upgrades & Migrations
Implementations
Infrastructure
Process & Advisory
Services
Big Data
Data Governance
Business Intelligence
Financial Close & Consolidation
Planning & Forecasting
Solutions
Data IntegrationTraining
Accolades
– Original Oracle Hyperion and Pillar Partner
– Oracle Data Relationship Management 11.1.2
– Oracle Hyperion Financial Management 11
– Oracle Hyperion Planning 11
– Oracle Essbase 112013, 2014, 2015
2015 Oracle TOLA
EPM Partner of the Year

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US-Analytics helps hundreds of the nation’s largest and brightest companies
bridge the gap between business goals and IT deliverables.

7
Senior DRM Architect
Meet Srujan
 Over 10 years of consulting and industry experience.
Experience includes implementing MDM solutions using
Oracle Hyperion Data Relationship Management with
various ERP, analytical, and reporting systems.
 Experienced in implementing DRM with Oracle General
Ledger, PeopleSoft, JDE, Oracle Product Data Hub, SAP,
Hyperion Financial Management, Hyperion Planning, and
Essbase.
 Has expertise in integrating DRM with applications using
web services and implementing custom workflow solutions.

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1: “DRM can’t automate or integrate with my non-Oracle
products like SAP, Salesforce, Workday, or ServiceNow.”
 DRM history lesson: DRM was not originally built for
any specific application, and it supports metadata from
any source
 DRM was developed by an SAP shop
 DRM’s open API allows for tight integration between
any Cloud-enabled technology that supports “REST”
or “SOAP”

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Governance
Services
All your information — available when you need it, where you need it.
Public
APIs
Direct
Integrations
Maximizing
Inter-operability
With
DRM
DRM Supports a Flexible Integration Framework
• Governance Services
• Governance and human workflow
• Complete end-to-end auditability
• Point to Point Integrations
• Flat-files, Database Tables, XML
• Java / SOAP / REST / C++ / BPEL /
BPM
• ELT/ETL tools
• Real Time Events
• Configure business process
monitoring, data quality checks across
applications
• Cloud Support
• Adaptable and flexible to simplify the
complex problem of business
integration; public APIs for standards-
based integration with 3rd party apps
• Internet Browser Support
• Bulk change support via spreadsheet
Real Time
EventsCloud
Applications

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To load data into an SAP system…
Proven method: use BAPIs, one of the SAP standard techniques.
• Business Application Programming Interfaces (BAPIs) are standardized programming interfaces.
• They provide external access to SAP business processes and data. BAPIs are defined in the
Business Object Repository (BOR) as methods of:
– SAP business objects (e.g. CostCenter) or
– SAP interface types
• BAPIs enable an object-oriented access to SAP application components.
• BAPIs are implemented and stored as RFC (Remote Function Call) — enabled function modules
in the Function Builder of the ABAP Workbench.
BAPIs in the SAP R/3 / SAP ERP

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SAP Netweaver PI 7.1 Architecture
 Technical foundation for a Service-
Oriented Architecture
 Enables you to consolidate
heterogeneous systems, applications,
and data to simplify the IT environment
and reduce operational costs
 Tuned for a high-volume, reliable
exchange of information across
distributed business applications
 Built on open standards, supports
process-centric collaboration among
SAP and non-SAP applications

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NetWeaver (XI/PI) Integration
R/34.6.x
BABI/RFC
IDOC
WebService
ABAP
Proxy
RFC
Adapter
IDoc
Adapter
SOAP
Adapter
PI
Adapter
SOAP
Adapter
WebServices
WebService
API
MappingEngine
X Ref
Management
MasterDataManagement
WebServices
ECC6
ProcessEngine
SessionManagement
Data Relationship
Manager

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SAP PI / XI (eXchange Infrastructure)
XI JCA Adapters:

15
SAP Summary
 Integrating PI with DRM is done using SOAP Adapters.
 DRM exposes APIs and provides a comprehensive SDK for its interfaces.
 You can integrate PI with DRM by configuring SOAP-Client interfaces in
PI using these WSDLs and by defining routing rules in PI ID using SOAP
Adapter.
 After you import the WSDLs into PI, you can build an interface by
integrating this with other applications.
 You can use Netweaver Service Orchestration capabilities to model,
execute, and monitor cross SAP-DRM processes.

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DRM and E-Business Suite 12.1 GL
Integration Architecture
DRM Web
Client
EBS – EMEA Instance
DRM
Web Service
E-Business Suite
EBS – US Instance
DRM
App Server
Interface Tables
Interface Tables
(1)
Users make
changes to CoA
values and
hierarchies
E-Business Suite
(2)
Load Segment
Values and
Hierarchies
request is
submitted
(3)
EBS calls DRM
web service and
runs exports
(5)
EBS loads CoA
values /
hierarchies from
interface tables
(4)
DRM exports CoA
values /
hierarchies to EBS
interface tables

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Aligning DRM and E-Business Suite
GL Concepts
DRM E-Business Suite GL
Versions Value Set
Hierarchy Parent-Child Relationships
Node Segment Value
Limb Node Parent
Properties Value Set Parameters and Segment
Qualifiers

DRM Webinar Series, PART 3: Will DRM Integrate With Our Applications?

20
Single Version of the Truth
Oracle Hyperion Data Relationship Management
$8.5 billion turnover and 22,000 employees
Over 1,200 banking centers
65 users of Oracle DRM
Before
• Required technology
infrastructure to support rapid
growth through acquisitions
• Need to standardize reporting
templates, manage global
changes, and provide accurate,
credible data
• Inconsistencies of dimensional
data throughout systems and
applications manifested
themselves at the financial
reporting level
After
• Reduced costs via centralized
maintenance of dimensional data
• Established consistent enterprise
dimensions across Oracle OFSA,
SAP, DB2, Hyperion, and 40 other
minor systems
• Created ultimate system of record
and system of entry for financial
master data

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2: “DRM doesn’t support a SaaS-based
cloud architecture.”
 DRM is REST enabled
 DRM supports multiple flat-file formats
 Most cloud apps today use some kind of flat-file
interface, including Oracle
▶ EPM Automate
▶ REST WS
▶ Flat files

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Why Worry About Cloud Integration?

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Open APIs
There are many data integration
options available to Salesforce
platforms.
 Open APIs (SOAP, REST,
Streaming, etc.)
 Bulk Data Transfer API
 Language-Specific Resources and
Toolkits (Java, JavaScript, Ruby, etc.)
 Cloud-to-Cloud Integration Toolkits
(Amazon, Facebook, Google, etc.)

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Salesforce Highly Flexible API Options
Salesforce supports multiple API
options.
SOAP API Current integration methods are
recommended for on-demand data flow
between Salesforce and DRM. It provides a
powerful, convenient, and simple SOAP-
based Web services interface for interacting
with Salesforce. You can use SOAP API to
create, retrieve, update, or delete records.
You can also use SOAP API to perform
searches and much more. Use SOAP API in
any language that supports Web services.
API Name What It’s For When to
Use It
REST API Accessing objects in your organization using REST. REST
SOAP API Integrating your organization’s data with other applications using
SOAP.
SOAP/WSDL
Chatter REST API Displaying Salesforce data, especially in mobile apps. Work with
Chatter feeds, users, groups, and followers; work with Salesforce Files
and Files Connect; work with recommendations, topics, notifications,
Data.com, and other Salesforce features .
REST
Bulk API Loading or deleting large numbers of records. REST
Metadata API Managing customizations in your organization and building tools that
can manage the metadata model, not the data itself.
SOAP/WSDL
Streaming API Providing a stream of data reflecting data changes in your organization. Bayeux
Apex REST API Building your own REST API in Apex. Exposes Apex classes as RESTful
Web services.
REST
Apex SOAP API Creating custom SOAP Web services in Apex. Exposes Apex classes as
SOAP Web services.
SOAP/WSDL
Tooling API Building custom development tools for Force.com applications. REST and SOAP

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Batch Import for Larger Requests

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Chart of Accounts Mastering Across Oracle ERP and Oracle EPM Cloud
DMCS: Initial Focus on the Finance Domain
Public Cloud
On Premises
Integrated to Support Hybrid Deployments:
● Activate integration w/ Oracle ERP & EPM clouds
● Flat files, REST services, MS Excel
● Data provenance enables lineage and impact analysis
Capabilities:
● Rationalize member lists and hierarchies to build Sys of Record
● Visual and form-based governed curation of master data sets
● Consume/enrich glossary of terms & definitions in context
Third Party
Clouds
Dimension
Management
Cloud Service
EPM Automate
REST WS
Flat files
REST WS
Flat files
OLU,
Flat files
FDMEE,
Flat Files
Oracle ERP+EPM Cloud
Corporate
Reporting
General
Ledger
Enterprise
Planning
Financial
Consolidation
Financial
Budgeting
Financial
Reporting
MS
Excel
Desktop files
Conceptual FUTURE?

33
DRM as a PaaS Cloud Service
Cloud Support
DRM APIs support REST
for direct app-to-app Cloud
integrations. Since DRM
supports REST and any flat-
file format, integration with
third-party apps is easy.
DRM
ServiceNow
Today’s REAL Capability

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Service Now and DRM
ServiceNow.com
Hosted workflow
request process
On Premises
(Or, Managed Cloud)
Data Relationship Management
Cloud-based products like ServiceNow can be used to create custom user
workflow requests that are tied directly to the DRM/DRG public APIs. No coding,
completely configurable, and very scalable.
Using DRM’s current architecture, you can capture change requests in the Cloud
and synchronize otherwise siloed applications, whether they are hosted as Cloud,
on-prem, or some kind of hybrid environment.

35
Service Now
APIs provide classes and methods
that you can use in scripts to define
functionality. ServiceNow provides
APIs as JavaScript classes, web
services, and other points of
connection for integrations.
Note that you cannot access
commonly used JavaScript objects
(such as DOM or Window). Jelly
scripts are also used in some
modules. Jelly is used to turn XML
into HTML and may include both
client-side and server-side scripts.

36
3: “DRM doesn’t have delivered support for
maintaining Oracle EPM products.”
 True, early versions of DRM did not come with a
delivered automated integration with Hyperion
This has not been the case since 1/2/11
 Too many different ways to integrate with no clearly
supported direction from Oracle

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EPM Integration Options
 Legacy EPM systems that have been around may use different methods for maintaining metadata.
– HAL
– EAS/AIS
– Outline Loader
– Flat-Files/Tables
– Load Rules/MaxL Scripts
– .NET
– DIM/Informatica
– BPMA/EPMA
 Can be confusing when trying to match up recent EPM Releases, like Classic and Studio versions
as well as new capabilities in 11.1.2 vs. 11.1.1.
Solutions
Simplification; standardization of enterprise systems integration with coexisting
legacy systems alongside; sunset legacy systems while retaining existing integrations
Current EPM integrations
– Outline Loader
– Flat-Files/Tables
– Load Rules/MaxL Scripts
– ODI
– EPMA
– EPM Automate
– Jython

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DRM or EPMA: What’s the Difference?

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 Packaged Integration with PBCS/Planning Classic
– Fully governed dimensions across Planning applications across on-premises
and cloud deployments
– Metadata consistency and secure access to dimensions, hierarchies, and
Planning metadata
– Accelerate Planning application migration to or coexistence with the Oracle
Public Cloud
 Import/Export Enhancements
– Directly import/export dimension files from and to PBCS and Hyperion
Planning Classic into DRM
– Simplify incremental updates from source systems by creating hierarchies
from orphan member lists during import
DRM Supports Oracle PBCS CLOUD
STRATEGY

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 Schedule a custom demo for your organization
 Review cost proposals, a high-level
implementation timeline, and how to make
DRM work in your organization
Join Us Next Time!
Greg Briscoe
Vice President DRM/MDM
Service Delivery
Mobile: 512-771-2370
gbriscoe@us-analytics.com
www.us-analytics.com
Contact
What’s Next?
DRM Best Practices, Unlocked
Wednesday, 12/14, 12PM

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Evolution of DRM
ERA RELEASE BRANDED AS … CORE TECH KEY NEW FEATURES
2000 1.x – 4.x Bank One HCS / CCS • Client-Server (2-tier)
• “Thick” client
2002 5.x – 8.x Mazlo (briefly), then
Razza Dimension Server
• N-Tier architecture • Import, blend
2005 9.x Hyperion MDM
2008 11.x – 11.1.1 Oracle DRM • Focus on Oracle DB • Open API
2010 11.1.2 Oracle DRM • Browser-based client
• 64 bit server
• Unicode support
• Multi apps per server
• Integration to EBS, EPMA …
• BPEL workflow integration (WDK)
• Metadata migration + App Templates
• Anonymous read-only access
2013 11.1.2.3 Oracle DRM
Oracle DRG
• JavaScript for properties &
validations
• Embedded governance & workflow
• Enhanced integration (continuing)
2015 11.1.2.4 Oracle DRM
Oracle DRG
• Updated application
architecture
• Key enhancements to governance &
workflow

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Industry Standard and Widely Deployed
Over 1,500 DRM Customers Globally!
PUBLIC SECTOR LIFE SCIENCES
AND HEALTHCARE
RETAIL
HIGH TECHNOLOGYMANUFACTURING &
DISTRIBUTION
COMMUNICATIONS
MEDIA & UTILITIES
FINANCIAL SERVICES

44
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