Oracle Planning and Budgeting Cloud Services Guide for NovicePREPARED BY :-SANJAY PUROHIT- AST CORPORATIONTEJAS 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

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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….

Dashboard Matrix Users, Roles and Profile Notifications Batch User and Role Upload Password Resets Automated Notifications Manage multiple Service

PBCS, Cloud ERP

IdentityManagement

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….

Oracle Maintenance Daily 1-hr window

Application backup

Services recycled

Monthly patch

1st Friday in TEST

3rd Friday in PRODUCTION

Maintenance and Patching

Key PBCS Features….

Application Management –Migration Export detail level artifacts (Forms,

Folder, Rules, etc)

Download and Upload application from PROD to TEST refresh

Automate regular application backups

Backups and Application Refresh

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 Linkhttps://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