PLANNING 11.1.2 IMPLEMENTATION BOOT CAMP

KEY FEATURES AND BENEFITS Oracle Hyperion Planning is a centralized, Excel- and KEY FEATURES: Web-based planning, budgeting, and forecasting solution that • Integrated, best-in-class analytical capabilities integrates financial and operational planning processes. • Synchronized financial and operational planning processes The Oracle Hyperion Planning 11.1.2. Implementation Boot Camp • Microsoft Office integration examines the fundamental concepts, techniques, and architecture of • Simplified Web interface • Predefined functional Oracle’s Hyperion Planning application. Join this training to learn solutions how you can easily create, manage, and integrate planning • Powerful workflow • Scalable architecture processes for faster deployment and lower cost of ownership. • Robust data integration

What will we cover? KEY BENEFITS: The Oracle Hyperion Planning 11.1.2 Implementation Boot Camp is a fast-paced • Create accurate forecasts • Reduce budgeting and five-day class, which will provide implementation instruction on Oracle Hyperion planning cycles by weeks or Planning. months • Integrate financial and The boot camp objectives: operational planning in one system • Overview of Oracle EPM System, and Hyperion Planning - • Meet immediate finance architecture, future direction, components and common terminology needs while enabling operations-specific budgeting • Understanding of what you need to know to implement and manage Hyperion processes Planning applications • Support advanced, power- user modeling capabilities • Focus on hands-on Lab Exercises and Implementation Case Study to reinforce with seamless Microsoft Excel concepts and understanding integration • Appeal to a wider user • Deep dive discussions into the inner workings of Essbase and Hyperion community through a Planning simplified Web interface • Add quick-to-implement, • Collaboration and sharing of Best Practices. prepackaged, fully-supported functional solutions Who should attend? • Meet industry-specific needs by leveraging industry This boot camp is intended for prospective users and implementers of the Oracle expertise Hyperion Planning or implementers that are currently familiar with the basics of Hyperion Planning and looking to strengthen their base of knowledge in the product.

Prerequisite training To ensure a valuable learning experience, participation in this boot camp requires that participants have foundational product knowledge of Oracle Hyperion Planning.

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At a minimum, participants with equivalent skills and background should review the Oracle Hyperion Planning Implementation Specialist guided learning path to ensure they possess the background necessary to benefit from participation in the boot camp.

Topics Covered and Agenda

The Oracle Hyperion Planning Implementation Boot Camp shows developers and consultants how to build out dimensions using Classic Planning and Enterprise Performance Management Architect (EPMA).

It covers the mechanics and strategies for automating the build process such as interface tables and reviews data loads using Load Rules to load the Planning database.

The course focuses on tasks that end-users must perform during the planning cycle. It walks students through creating and modifying forms, working with forms to enter data, adding annotations, and other form features such as running business rules and managing task lists.

It covers how to use the forms in the Smart View client and concludes the end-user perspective by going through Workflow Management and the process of submitting a plan for review.

Agenda

Day 1 Overview of EPM System Planning and Essbase Hands-on Essbase exercises

Day 2 Load Rules for loading data Calculation Fundamentals

Day 3 Overview of Planning Setting up an Application EPMA

Day 4 Building Forms and Business Rules Smart View Client

Day 4 Security Life Cycle Management

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RELATED PRODUCTS Environment – Workstation Requirements

ORACLE’S PERFORMANCE Labs for this boot camp are conducted using the OracleEPM32 Image, a fully MANAGEMENT functional virtual machine based demo environment. APPLICATIONS

Oracle’s performance The OracleEPM32 Image is hosted by the OPN EE and must be provisioned for the management applications boot camp. To support this environment, student workstations must meet the comprise a modular suite of following hardware requirements and must have the following required software integrated applications that installed prior to class: support a broad range of strategic and financial Hardware performance management processes to enable • CPU: 1.5 Ghz or faster management excellence. Part of Oracle’s enterprise • RAM: 2 GB performance management system, these • Hard Disk Space: 4 GB Free Space applications can be quickly deployed out of the box, Software extended with Oracle’s business intelligence • Minimum MS Internet Explorer 6.0 w/Active X enabled / can use up to IE product family, or tailored to meet your organization's 8 specific needs. • MS Remote Desktop Connection software

RELATED PRODUCTS: Note: This is software is installed by default with XP and Vista installations. If Oracle’s performance the selection of this option was overridden at OS install time or if this feature management applications include the following products: was removed post OS installation, it must be added from Control Panel which • Oracle Hyperion Planning may require the original OS install CD/DVD. In XP by default, Remote • Oracle Hyperion Financial Desktop Management • Oracle Hyperion Connection can be accessed from the Start menu as follows: Performance Scorecard Start ->All Programs -> Accessories -> Remote -> Desktop Connection • Oracle Hyperion Strategic Finance • Oracle Hyperion Workforce Contact Us Planning For more information about scheduled Oracle Hyperion Planning Implementation • Oracle Hyperion Profitability Boot Camps, the OPN Boot Camp program, or to request a new boot camp topic, and Cost Management • Oracle Integrated visit: Operational Planning http://competencycenter.oracle.com • Oracle Crystal Ball

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