EPM Data and Queries:

1
Upgrade Overview
EPM FIN 8.9 Upgrade

• EPM Data and Queries
• EPM financial table changes are being made as a
  result of the Financial 8.9 upgrade
• No EPM HR table changes are being made
• All EPM public and private user queries will be
  updated with 8.9 changes, where applicable
• All EPM 8.9 changes should be transparent

2
Upgrade Overview
EPM FIN 8.9 Upgrade

• EPM Data and Queries, contrary to popular belief
• No public or private user queries are being
  deleted from EPM as a result of the Fin 8.9
  Upgrade

3
Upgrade Overview
EPM FIN 8.9 Upgrade, Continued

• EPM FIN 8.9 Upgrade Timeline and Availability
• EPM Upgrade is anticipated to begin on 11/11
• EPM Go Live is anticipated for 11/15
• EPM will not be available during its upgrade

4
Upgrade Overview
EPM FIN 8.9 Upgrade, Continued

• EPM 8.4 FIN Tables and Data
• The last refresh of EPM Fin 8.4 Tables will be
  11/7
• EPM will be available for querying between
  11/8 and 11/10 with financial data as of 11/7
• EPM will not be available during its upgrade,
  11/11 11/15

5
Upgrade Overview
EPM FIN 8.9 Upgrade, Continued

• EPM 8.9 HR Tables and Data
• The last refresh of EPM 8.9 HR Tables will be
  11/9
• EPM will be available for querying between
  11/8 and 11/10
• EPM will not be available during its upgrade,
  11/11 11/15

6
Upgrade Overview
EPM FIN 8.9 Upgrade, Continued

• What you will need to do when logging into to EPM
  after 11/15
• Clear your webserver cache
• Re save any queries impacted from 8.9 updates
• Re save any queries prior to running through
  the Process Scheduler

7
Upgrade Overview
EPM FIN 8.9 Upgrade
Any impacted queries will need to be resaved

• Opening Queries after upgrade
• If your query was impacted by an 8.9 change, you
  will see the following message upon opening the
  query

What should you do Save the query
8
Upgrade Overview
EPM FIN 8.9 Upgrade

• Scheduling EPM Queries
• Existing Run Control IDs may not work at first if
  queries are impacted.

What should you do Save the query first before
running in Query Scheduler
9
Upgrade Overview
EPM FIN 8.9 Upgrade, Continued

• EPM FIN 8.9 Upgrade Updates
• Future updates on impacts and timeline will be
  communicated through
• FIN Daily Mails
• EPM Hot Topics

10
Upgrade Overview
EPM FIN 8.9 Upgrade, Continued

• EPM FIN 8.9 Upgrade Updates
• User questions and concerns can be communicated
  through
• FIN 8.9 Delta Training
• Core-CT Help Desk