EPM 11.1.2.3 MOBILITY SETUP

HOW TO CONFIGURE AND DEMONSTRATE MOBILE CONTENT FOR OBIEE AND EPM

CONTENTS

Using Oracle Business Intelligence Mobile HD 11.1.1.7.0.2365 for iPad ................. 2

Oracle Business Intelligence Mobile for iPad: ................................................ 2

Installation Information: ........................................................................... 3

Install/Configure Cisco AnyConnect VPN: ..................................................... 4

Start the Cisco AnyConnect VPN connection: ................................................ 5

Authenticate to the environment using ADSWeb:.......................................... 6

Configure Oracle Business Intelligence Mobile HD App: ................................. 7

Features of Oracle Business Intelligence Mobile HD ....................................... 8

FUSE UI ...................................................................................................... 10

Oracle Hyperion Planning Delivers Rich, Simple User Experience on Tablet

Devices to Extend Business User Participation ............................................ 10

FUSE UI Quick Steps ............................................................................... 11

Financial Reporting Mobile ............................................................................. 12

FR Mobile Quick Steps ............................................................................. 13

EPM Mobile .................................................................................................. 14

Oracle EPM Mobile Streamlines Workflows and Approvals On-The-Go ............ 14

EPM Mobile Quick Steps........................................................................... 15

Projecting / Connecting The iPad to a Projector ................................................ 16

AirServer ............................................................................................... 16

Reflector ............................................................................................... 16

How It Works ......................................................................................... 16

Steps .................................................................................................... 17

From Your iPad… .................................................................................... 18

To Your Computer… ................................................................................ 18

iPhone and iPad (concurrently) ................................................................. 19

USING ORACLE BUSINESS INTELLIGENCE MOBILE HD

11.1.1.7.0.2365 FOR IPAD

ORACLE BUSINESS INTELLIGENCE MOBILE FOR IPAD:

A mobile analytics app that allows you to view, analyze and act on Oracle

Business Intelligence 11g content

Using Oracle Business Intelligence Mobile, you can view, analyze and act on

all your analyses, dashboards, scorecards, reports, alerts and notifications on

the go

Oracle BIM allows you to drill down on reports, apply prompt filters to filter

your data, view interactive formats on geo-spatial visualizations, view and

interact with Dashboards, KPIs and Scorecards

You can save your analyses and Dashboards for offline viewing, and refresh

them when online again; thus providing always-available access to the data

you need

INSTALLATION INFORMATION:

Requires iOS 6.0 or later

Compatible with iPhone, iPad, and iPod touch. This app is optimized for

iPhone 5

INSTALL/CONFIGURE CISCO ANYCONNECT VPN:

Download the app from the app store by searching for ‘cisco anyconnect’ (Version

3.0.09266 is latest):

Open the app and create a new vpn connection:

START THE CISCO ANYCONNECT VPN CONNECTION:

Enter Username and Password credentials

AUTHENTICATE TO THE ENVIRONMENT USING ADSWEB:

Access adsweb.oracle.com (enter SSO credentials if prompted), click on the

environment to access, and then select ‘Launch Environment’ from the launchpad

Authentication confirmed:

CONFIGURE ORACLE BUSINESS INTELLIGENCE MOBILE HD APP:

Administrator/epmDem0s

FEATURES OF ORACLE BUSINESS INTELLIGENCE MOBILE HD

Click the Application Menu and then ‘First Time Help’ to display the Pointers

Click the Application Menu and then ‘Settings’ to display the Settings page

From Settings or from the Recent and Favorites navigation icons you can modify

the view of content to be shown in Carousel, List, or Grid

FUSE UI

ORACLE HYPERION PLANNING DELIVERS RICH, SIMPLE USER EXPERIENCE

ON TABLET DEVICES TO EXTEND BUSINESS USER PARTICIPATION

Oracle Hyperion Planning now allows business users to perform common planning,

budgeting and forecasting tasks from iPad and Android tablets.

The new capability delivers a fully-functional browser based experience for all

commonly used Oracle Hyperion Planning features, including accessing task lists,

approving budgets, viewing reports, entering data and running planning scenarios.

It helps improve user productivity by enabling users to prepare, submit and report

on plans, budgets and forecasts from any location with a simple, tablet-optimized

user experience.

FUSE UI QUICK STEPS

URL syntax:

http://unitXXXXX.oracleads.com:19000/HyperionPlanning/faces/LogOn?

a. Connect to VPN

b. Authenticate via ADSWeb: https://adsweb.oracleads.com c. Use the Product URL directly from the jump page or copy/paste to

your browser via desktop or mobile device

d. User Carol/epmDem0s or Administrator/epmDemos

FINANCIAL REPORTING MOBILE

Users can view, launch, and interact with Oracle Hyperion Financial Reporting reports from mobile devices. For a list of supported mobile platforms, refer to the Oracle Enterprise Performance Management System Certification Matrix.

AFTER USERS ACCESS THE REPOSITORY, THEY CAN:

Select and display reports and books.

Work with reports and books, including responding to prompts and using expansions.

WHEN USING FINANCIAL REPORTING ON A MOBILE DEVICE, BE AWARE OF

THE FOLLOWING DIFFERENCES BETWEEN USING FINANCIAL REPORTING ON

A MOBILE DEVICE AND USING IT ON OTHER PLATFORMS:

A menu of report interactions is available at the top of reports that offers the following interactions:

o HTML Preview o Refresh o PDF Preview o Preview User Point of View

A PDF preview of a report only displays the page area that is currently visible within the mobile device screen. To scroll to another page or down within the same page, tap the Launch Out link at the top left of the screen. The report is then displayed in a separate browser tab that allows full interaction with all pages of the PDF report.

To launch a report or book in PDF Preview on a mobile device, tap the PDF icon next to the report or book name in the repository list.

POV and prompts are displayed on separate browser tabs.

For devices like iPad and Android tablets, the folder and object list is displayed in one pane when a report or book is open, and the open report or book is displayed in another. However, for devices like iPhones and Android phones, when a report or book is opened, the report or book contents replace the folder and object list on the screen. Use the phone navigation buttons to move between the open report or book and the repository list.

When accessing Financial Reporting from a mobile device, users cannot author reports, create books or batches, schedule batches, or edit Oracle Hyperion Enterprise Performance Management Workspace user preferences.

Exporting a report to Microsoft Office is not supported for mobile devices.

FR MOBILE QUICK STEPS

URL syntax: http://unitXXXXX.oracleads.com:19000/hr/mobile/HRMobileLogon.jsp

a. Connect to VPN

b. Authenticate via ADSWeb: https://adsweb.oracleads.com c. Use the Product URL directly from the jump page or copy/paste to

your browser via desktop or mobile device

d. User Carol/epmDem0s or Administrator/epmDemos

EPM MOBILE

ORACLE EPM MOBILE STREAMLINES WORKFLOWS AND APPROVALS ON-

THE-GO

Oracle EPM Mobile is a new mobile app designed to broaden executive participation

and accelerate review and approval processes by providing users with easy access

to EPM related workflows on smart phones and tablets. The new capability:

Accelerates approval cycles by enabling on-the-go reviews and approvals by

managers and executives from mobile devices.

Leverages an intuitive and consistent workflow across Oracle Hyperion Planning,

Oracle Hyperion Financial Management and Oracle Hyperion Tax Provision, for rapid

user adoption and simplicity of use.

EPM MOBILE QUICK STEPS

a. Download the app from the App Store b. Connect to VPN

c. Authenticate via ADSWeb: https://adsweb.oracleads.com d. Launch the EPM Mobile application and select ‘Configure

Connection’ i. URL: http://unitXXXX.oracleads.com:19000/workspace ii. User Carol / epmDem0s or Administrator/epmDem0s and select

‘Save’

PROJECTING / CONNECTING THE IPAD TO A PROJECTOR

AIRSERVER

AirServer (http://www.airserver.com/)

Recommended – more post-processing and resolution options, easier

interface

Free trial available

$14.99 individual license, $3.99 bulk license (10+)

REFLECTOR

Reflector (http://www.airsquirrels.com/reflector/)

Free trial also available

Slightly worse image quality

$12.99 individual license

HOW IT WORKS

Wirelessly project from iPad or iPhone

Works on PC and Mac

No software needed on iPad

IMPORTANT:

Must be connected to same Wi-Fi network (mobile hotspot will work)

Must disconnect computer from Oracle VPN while in use

STEPS

Follow links to install software on your computer

Make sure you are connected to the same Wi-Fi network

From your iPad, select your “AirPlay” menu

iOS 7 – swipe up from bottom and select icon

iOS 6 – double tap home button and swipe left, select icon

Select your computer from the list of available targets

Your iPad will now be projected on the computer screen

iPhones can be projected in the same manner, and can be projected

concurrently with an iPad

FROM YOUR IPAD…

TO YOUR COMPUTER…

IPHONE AND IPAD (CONCURRENTLY)