migration approaches for fdmee
TRANSCRIPT
Migration approaches for FDMEEThe Heart of the Matter
Francisco Amores & Tony ScaleseInfratects & Edgewater Ranzal
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FDMEE Vs. FDMMigration UtilityRebuild Vs. Migration UtilityBest PracticesDiscussion Panel & Questions
Agenda
Let’s Engage in Lively Discussion
Numbers speak for themselves● 80-90% of FDMEE implementations are migration projects
Why today’s topic?
FDMEE Projects
New Migrations from FDM/ERPI
ERP as a Source (EBS, PSFT, JDE, SAP)
RDBMS as a Source
40 5 35 14 1050 10 40 20 5
FDMEE Vs. FDM
Area FDMEE beats FDM FDM beats FDMEEUser Interface • Data grid / filtering
• All Web based• Export to Excel all
aroundTarget System Integration
• Calculation Scripts• ASO/HPCM
• Adapter API for Essbase
Source System Integration
• Adapters / params• Native EBS/PSFT• Drill-through
• Complex filter conditions in integration script
FDMEE Vs. FDM
Area FDMEE beats FDM FDM beats FDMEEMappings • Multi-dim
• #SQL maps• Copy Maps
Scripting • Jython• Custom Scripts
• Workbench Script Editor• More Event Scripts• Accelerators
Security • HSS Integration • Object SecurityPerformance • ODI / Web Logic
• Large data volumes• Map volume
FDMEE Vs. FDM
ODI based tool● Run 2 ODI Scenarios (Artifacts/Data)
Patch needed (V1.1) on 11.1.2.4
Migration Utility
Migration UtilityPros Cons• Good for * * migrations• Historical Data• Can add prefix to artifacts• Just need the FDM Db
• IT oriented tool• ODI knowledge• Can’t select artifacts• Not suitable for N apps• Manual post-actions• Double-check after migration is a
MUST• Failure re-start• Lacks investigative eye
Migration UtilityMigrated Not Migrated (among others)
• Target Adapters > App. Definitions• Global/Application Categories• Global/Application Periods• Logic Groups/Accounts• Validation Entity Groups/Items• Validation Rule Groups/Items• Import Formats• Locations (flat hierarchy)• Data Load Rules are auto-created
(only for intersections with data)
• Source Adapters• Customizations in Target Adapters• Custom Reports• Any Scripts• Import Format definition for script-based• Security• Orphan Locations and Import Formats• Log/Audit information
Back-up FDM DBBack-up FDMEE DBLCM ExportDelete unused artifactsRename FDM dimensions (FM xxx)Register EPMA apps before migratingNot an ODI/SQL guy? Time to learn
Migration Utility – Leading Practice
Check target category and period maps Re-create Check Rules Create Import Formats for MP files Configure System/Application Settings Develop Security Follow Drill Region post migration steps Run aif_fdmee_misc.sql Fix CS in Mappings(Oracle DB) Rebuild ALL scripts Rebuild any other not migrated artifact
Migration Utility – Post Migration
Migration Utility – Real Life
Configure Utility
Run the Utility
Check FDMEE
Troubleshoot
Errors?
Post-Migration Actions
End-2-End Test in FDMEE
NO
YES
Looks good?
YES
NO
Troubleshooting● Get SQL Query● Run it manually● Adjust FDM DB
Utility log in tmp
Migration Utility – ODI Operator
Did you run it with no issues?
Will take more time but allows you to● Clean inactive artifacts● Replace Custom with OOTB● Improve maps (maintenance/performance)● Involve customers for better knowledge transfer
Numbers again speaks for themselves● We used migration utility at 2 customers (Infratects)● We used migration utility at 0 customers (Ranzal)
Rebuild Vs. Migration Utility
Rebuild Key Areas of FocusArea ConsiderationsSource Integration • Technical configuration
• CustomizationsImport Formats • Import scripts only when necessary
• Concatenation vs multidim• Multi-period files
Locations/DLRs • 1 Location with N DLRs / N Locations with 1 DLR?
• # DLRs may explode when using multiple categories
Rebuild Key Areas of FocusArea ConsiderationsMaps • #SQL better than #SCRIPT (Jython)
• Multi-dim when possible• May require some additional indexes in the DB
Scripts • Don’t rebuild line by line• Use one technology… Jython!
Purging • Ask the customer for non-used artifactsSecurity • # HSS Groups may be large – can’t nest
• Limited to UI page security
Excel Interface● Based on keys● Very poor validation
What helped us● Custom utility to generate LCM files● Custom SQL utility with validations● Custom Excel Template for maps
Mixed Approach
You don’t want this to happen
Excel Interface
So use at your own risk
Excel Interface
LCM Utility
Generate mapping rules as text fileScripts updated via SQL procedure
Custom Map Generator Template
Migration Workshop● Analysis of FDM apps● Skip/Migrate/New
Take your time for design● Locations● Maps● Scripts
Unit Testing before End-2-End
Best Practices
Use JythonAll imports at the top, only required fdmAPI.logxxxx Use inline comments/doc strings try….except….finallyMake it work then make it JythonicCreate a framework (code reusability)
Best Practices for Rebuilding Scripts
Check Rules need to be re-createdBelow rule WON’T workWhat would you change?
Let’s Play a Game!
Jython functions in lower case
After couple of hours…
Discussion Panel
Francisco Amores [email protected]@akafdmee
Tony ScaleseEdgewater [email protected]@fdmeeguru
Questions
Infratects2401 Internet Blvd., Suite 101
Frisco, Texas 75034Tel (214) 436-8987
Email: [email protected]
Co-PresenterFrancisco Amores Torres, Integration Specialist
Herculesplein 32-34Utrecht 3584 AAThe Netherlands Tel +31 (0)88 238 08 00
Horton HouseExchange FlagsLiverpool L2 3PF Tel +44 (0) 7833 444717
Tekniikantie 14Espoo 02150Finland Tel +358 (0)40 559 2630
Edgewater Ranzal108 Corporate Park Drive, Suite 105
White Plains, NY 10604Tel (914) 253-6600
Email: [email protected]
Co-PresenterTony Scalese, Integration Practice Director
45 Beech Street, Suite 109London EC2Y 8ADUnited KingdomTel +44 (0) 2033 717 174
150 North Michigan Ave.Suite 2800Chicago, IL 60601Tel (312) 624-7738
200 Harvard Mill SquareSuite 210Wakefield, MA 01880Tel (781) 246-3343