The Future of Enterprise Performance Management (EPM) and Oracle Data Integrator (ODI)

Published October 18 2019 by Wayne Paffhausen
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With Oracle Open World 2019 (OOW19) behind us, I find it a great time to remind everyone about the future of Enterprise Performance Management (EPM) and Oracle Data Integrator (ODI).  Oracle EPM v11.2 will be shipping with ODI 12c – a release that does not contain the knowledge modules for EPM-related products (Essbase, HFM, and Planning).  It is more impactful than it may appear at first blush.  The KMs, as they are known, are simply not available, thereby rendering any EPM integration currently leveraging ODI as potentially inoperable when upgrading to 11.2.

This leaves a few of us with the question: What are my options?

This series of blog posts will cover this topic in detail to educate ODI users in the EPM community about available options.

The links below will be updated as the posts become available:

  1. EPM and ODI – Leveraging ODI the Old School Way
  2. EPM and ODI – Leveraging ODI in a New Way
  3. EPM and not ODI – Introducing a Redesign and Enhanced Technologies

The next few posts dive deeper into available options, but first let’s take a step back and remind ourselves about what we are losing so that we have a frame of reference.

What are knowledge modules?

Knowledge modules (KMs) are prebuilt chunks of code stored as a template.  They are bundled up by a vendor (Oracle or 3rd party) and stored in ODI.  Since these are considered a template, they are very extensible and customizable for our use.

KMs are broken down into one of six sub-categories.  Below is a quick chart from Oracle on the breakdown of the types of KMs available:

Wayne Blog Picture 1.jpg

More information can be found here. 

What does this mean for my implementation?

If you’ve built a solution or routine in ODI that was not delivered by Oracle, you are at risk of using a KM that is no longer being shipped by Oracle.  As a result, if you were to upgrade your EPM suite, the solution you have today may not work tomorrow.  The customized solution will need to be evaluated over the next few blog posts for how to address and accommodate this during your EPM v11.2 upgrade.

I have been involved in several implementations where we have used the KMs to help augment functionality that Financial Data Quality Management, Enterprise Edition (FDMEE) could not do either natively or without extensive scripting.  This use was covered under the limited use license of EPM/ODI.  By doing the work outside of FDMEE, we saved valuable potential performance issues and complex scripting while natively connecting to other systems by leveraging the ODI KMs.

What do we need to do?

For comments, questions, or suggestions for future topics, please reach out to us at infosolutions@alithya.com   Follow Alithya on social media for the latest information about EPM, ERP, and Analytics solutions to meet your business needs.

I have over 15 years of business and technical experience. I am a Product Manager and an active member of the Ranzal Product team. I work closely with Oracle Support/Development on new product features, functionality and defects. I am an active member of the Oracle Technology Network where my expertise is consistently displayed. I am an expert in application design, automation, optimization and performance tuning. I also work with customers to implement Hyperion FDM / FDMEE applications while gaining an understanding of the customers business needs and technology.

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