Included Products and Components

Table 2. Oracle Hyperion Enterprise Performance Management Applications: Included Products and Components

ProductDescriptionIncluded Products and Components

Hyperion Financial Close Suite

Comprehensive suite of required modules for financial consolidation, close and statutory reporting

  • Hyperion Financial Management Plus

  • Hyperion Financial Close Management

  • Hyperion Financial Data Quality Management, Enterprise Edition

  • Hyperion Financial Data Quality Management, Enterprise Edition Adapter for Financial Management

  • Hyperion Financial Data Quality Management, Enterprise Edition Adapter Suite

  • Hyperion Financial Data Quality Management, Enterprise Edition ERP Source Adapter for SAP

  • Essbase Analytics Link for Hyperion Financial Management

  • Restricted use Essbase Plus (restricted to use with Hyperion Financial Close Suite only and further restricted to require each Aggregate Storage Option application created to share data and metadata with a deployed instance of Hyperion Financial Management Plus.)

For a listing of options to this product, see Options.

Hyperion Financial Management Plus

Hyperion Financial Management Plus is a financial consolidation and reporting application built with advanced Web technology, but used and maintained by the finance team. It provides financial managers the ability to rapidly close and report financial results, meet global regulatory requirements, reduce the cost of compliance and deliver confidence in the numbers.

Restrictions and Notes:

  • WebLogic Server Standard Edition may only be used to host J2EE or Java application logic that is distributed as part of Hyperion Financial Management Plus.

  • HAL BASIC is not included.

  • See item (1) under Usage Notes and Restrictions.

  • Restricted use Hyperion Financial Reporting (restricted to use with Hyperion Financial Management Plus only)

  • Restricted use Oracle Data Integrator Enterprise Edition (restricted to use of the Oracle Data Integrator Studio Embedded Agent component for use with Hyperion Financial Management Plus as the only target. Please note that the embedded agent only allows execution of scenarios from the ODI studio user interface. Running scenarios in batch mode with the stand alone agent requires a full use Oracle Data Integrator Enterprise Edition license.)

  • Restricted use WebLogic Server Standard Edition (restricted to use for running Hyperion Financial Management Plus only)

  • Restricted use Oracle Internet Directory (restricted to storing Hyperion Financial Management Plus user information only)

  • Oracle Hyperion Foundation Services

  • Oracle Smart View for Office

Note:

The Oracle Data Integrator knowledge module (KM) is unavailable for Financial Management starting in EPM System Release 11.1.2.4 and Oracle Data Integrator Release 12c. Customers are encouraged to use the native features in Financial Management or FDMEE, or to create custom solutions using Oracle Data Integrator, but without the Financial Management knowledge module.

Exalytics In-Memory Software for Hyperion Financial Management PlusThis product is required when running Hyperion Financial Management Plus on Exalytics and is a separately licensed productN/A

Quantitative Management and Reporting for Solvency II (Not Available for Sale)

Restrictions and Notes:

To be licensed separately:

  • Hyperion Financial Close Suite

  • Hyperion Disclosure Management for Hyperion Financial Close Suite

 

Financial Management Analytics

Restrictions and Notes:

To be licensed separately:

  • (1a) Oracle Business Intelligence Suite Enterprise Edition Plus or (1b) Oracle Business Intelligence Foundation Suite AND

  • (2a) Hyperion Financial Management Plus or (2b) Hyperion Financial Close Management or (2c) Hyperion Financial Close Suite

 

Hyperion Financial Close Management

Financial Close Management helps companies define, execute, and report on the interdependent activities of a financial close period. It provides centralized monitoring of all close process tasks and provides a visible, automated, repeatable system of record for running close processes.

Restrictions and Notes:

  • WebLogic Server Standard Edition may only be used to host J2EE or Java application logic that is distributed as part of Hyperion Financial Close Management.

  • The restricted use license of WebLogic Server Standard Edition does not support HTTP Session or Servlet clustering functionality within WebLogic Server (as WebLogic Server Standard Edition does not include clustering).

  • Hyperion Financial Data Quality Management, Enterprise Edition and Hyperion Financial Data Quality Management, Enterprise Edition Adapter Suite must be licensed for use of the Account Reconciliation component of Hyperion Financial Close Management.

  • Restricted use WebLogic Server Standard Edition (restricted to use for running Hyperion Financial Close Management only)

  • Restricted use Oracle Internet Directory (restricted to storing Hyperion Financial Close Management user information only)

  • Restricted use Web Services Manager (restricted to enabling web services within the Hyperion Financial Close Management application)

  • Restricted use BPEL Process Manager (restricted to enabling workflow functions to process requests within Hyperion Financial Close Management)

  • Restricted use Oracle Virtual Directory (restricted to enabling multiple external provider support within Hyperion Financial Close Management)

  • Oracle Hyperion Foundation Services

Essbase Analytics Link for Hyperion Financial Management

Restrictions and Notes:

  • Essbase Plus must be licensed separately.

  • Hyperion Financial Management Plus must be licensed separately.

  • Each Hyperion Essbase Analytics Link for Hyperion Financial Management user must have license entitlement to Essbase Plus. However, these same users are not required to have entitlement to Hyperion Financial Management Plus.

N/A

Hyperion Disclosure Management

Disclosure Management allows customers to assemble a reporting package for submission to a regulatory agency (for example, 10K or 10Q submitted to the SEC) with a complete XBRL creation and management solution that includes: XBRL Taxonomy extension and viewing; document level mapping within MS Word and Excel, as well as reusable EPM metadata mapping; instance document validation, generation and viewing; centralized taxonomy concept mapping storage and management and the ability to combine multiple documents to generate a single XBRL instance document.

Restrictions and Notes:

  • WebLogic Server Standard Edition may only be used to host J2EE or Java application logic that is distributed as part of Hyperion Disclosure Management.

  • The restricted use license of WebLogic Server Standard Edition does not support HTTP Session or Servlet clustering functionality within WebLogic Server (as WebLogic Server Standard Edition does not include clustering).

  • Restricted use WebLogic Server Standard Edition (restricted to use for running Hyperion Disclosure Management only)

  • Restricted use Oracle Internet Directory (restricted to storing Hyperion Disclosure Management user information only)

  • Restricted use Web Services Manager (restricted to enabling web services within the Hyperion Disclosure Management application)

  • Restricted use Universal Content Management (restricted to store and manage documents used by Hyperion Disclosure Management application) (Not Available)

  • Oracle Hyperion Foundation Services

  • Oracle Smart View for Office

Hyperion Enterprise Financial Planning Suite

 
  • Hyperion Planning Plus

  • Hyperion Project Financial Planning

  • Hyperion Workforce Planning

  • Hyperion Capital Asset Planning

  • Hyperion Strategic Finance

  • Includes restricted-use license to Essbase Plus, restricted to use with Hyperion Enterprise Financial Planning Suite only and further restricted to require each Aggregate Storage Option application created to share data and metadata with a deployed instance of Hyperion Enterprise Financial Planning Suite.

  • Includes restricted-use license to Hyperion Financial Data Quality Management, Enterprise Edition; restricted to load data and drill-through from Hyperion Enterprise Financial Planning suite only.

  • Includes restricted use license to Hyperion Financial Data Quality Management, Enterprise Edition Adapter Suite; restricted to load data and drill through from Hyperion Enterprise Financial Planning Suite only.

  • Includes restricted-use license to Hyperion Financial Data Quality Management, Enterprise Edition ERP Source Adapter for SAP; restricted to load data and drill-through from Hyperion Enterprise Financial Planning Suite only.

Hyperion Planning Plus

Hyperion Planning Plus is a centralized, Microsoft Excel- and Web-based planning, budgeting, and forecasting solution that integrates financial and operational planning processes. Hyperion Planning Plus provides an in-depth look at business operations and its impact on financials by tightly integrating financial and operational planning models. With Hyperion Planning Plus, you can meet your immediate financial planning needs while enabling a platform for future cross-functional expansion and automated process integration.

Restrictions and Notes:

  • WebLogic Server Standard Edition may only be used to host J2EE or Java application logic that is distributed as part of Hyperion Planning Plus.

  • This restricted-use license of WebLogic Server Standard Edition does not support HTTP Session or Servlet clustering functionality within WebLogic Server (as WebLogic Server Standard Edition does not include clustering). While the included restricted use version (SE) of WebLogic Server’s servlet engine is restricted to be not clusterable, Hyperion Planning Plus applications can be clustered even when deployed on WebLogic Server SE using the Hyperion Planning Plus application’s clustering and state replication mechanisms that are distinct from HTTP Session or Servlet clustering.

  • Essbase Plus cannot be used to create Essbase cubes that do not contain data used by the Hyperion Planning Plus application.

  • The Aggregate Storage Option component of Essbase Plus may not be used.

  • HAL BASIC is not included.

  • See item (1) under Usage Notes and Restrictions.

  • Restricted use Essbase Plus (restricted to use only for accessing data from Hyperion Planning Plus)

  • Restricted use Hyperion Financial Reporting (restricted to use with Hyperion Planning Plus only)

  • Restricted use Oracle Data Integrator Enterprise Edition (restricted to use of the Oracle Data Integrator Studio Embedded Agent component for use with Hyperion Planning Plus as the only target. Please note that the embedded agent only allows execution of scenarios from the ODI studio user interface. Running scenarios in batch mode with the stand alone agent requires a full use Oracle Data Integrator Enterprise Edition license.)

  • Restricted use WebLogic Server Standard Edition (restricted to use for running Hyperion Planning Plus only)

  • Restricted use Oracle Internet Directory (restricted to storing Hyperion Planning Plus user information only)

  • Oracle Hyperion Foundation Services

  • Oracle Smart View for Office

Hyperion Tax Provision

Prerequisites:

  • Hyperion Financial Management Plus Or

  • Hyperion Financial Close Suite

 

Hyperion Workforce Planning

Hyperion Workforce Planning is a special-purpose planning module that makes head count, salary, and compensation planning efficient across the enterprise. Designed with prebuilt functionality and out-of-the-box best practices, it simplifies the planning of workforce and workforce-related expenses, such as bonuses, fringe benefits, overtime payments, and merit increases. Additionally, it automatically and seamlessly links workforce expense plans into Hyperion Workforce Planning, allowing you to accurately assess, in real time, the business impact of workforce decisions on your overall expense plans.

Restrictions and Notes:

  • Hyperion Planning Plus must be licensed separately.

  • WebLogic Server Standard Edition may only be used to host J2EE or Java application logic that is distributed as part of Hyperion Workforce Planning.

  • Restricted use WebLogic Server Standard Edition (restricted to use for running Hyperion Workforce Planning only)

  • Restricted use Oracle Internet Directory (restricted to storing Hyperion Workforce Planning user information only)

Hyperion Capital Asset Planning

Hyperion Capital Asset Planning provides a framework to automate the capital asset planning process while bridging the gap between finance and operations. With Hyperion Capital Asset Planning, capital asset plans are an integral part of Oracle Hyperion Planning, allowing you to accurately assess the impact of capital decisions on overall expense plans.

Restrictions and Notes:

  • Hyperion Planning Plus must be licensed separately.

  • WebLogic Server Standard Edition may only be used to host J2EE or Java application logic that is distributed as part of Hyperion Capital Asset Planning.

  • Restricted use WebLogic Server Standard Edition (restricted to use for running Hyperion Capital Asset Planning only)

  • Restricted use Oracle Internet Directory (restricted to storing Hyperion Capital Asset Planning user information only)

Hyperion Public Sector Planning and Budgeting

Hyperion Public Sector Planning and Budgeting extends the capabilities of Hyperion Planning application to address the unique requirements of public sector, healthcare and higher education organizations across the globe With Hyperion Public Sector Planning and Budgeting, organizations can integrate and simplify budget preparation, review and approval, publication and disclosure processes.

Restrictions and Notes:

  • Hyperion Planning Plus is a prerequisite for Hyperion Public Sector Planning and Budgeting and includes restricted-use Oracle Data Integrator Enterprise Edition (restricted to use with Hyperion Planning Plus as the only target). When Hyperion Planning Plus and Hyperion Public Sector Planning are licensed together, Oracle Data Integrator Enterprise Edition may be used to both move data into Hyperion Planning Plus and write the updated data back to the original ERP source. For any other data movement requirements, full-use licenses of Oracle Data Integrator Enterprise Edition are required.

  • Hyperion Planning Plus must be licensed separately.

  • Hyperion Enterprise Planning Suite must be licensed separately.

  • Restricted use Essbase Plus (restricted to use of the Aggregate Storage Option component for use with Hyperion Public Sector Planning and Budgeting only)

  • For full details on the restricted use license for Oracle Data Integrator Enterprise Edition, see Hyperion Planning Plus.

Hyperion Project Financial Planning

Restrictions and Notes:

  • Hyperion Planning Plus or Hyperion Enterprise Planning Suite must be licensed separately.

  • Hyperion Planning Plus is a pre-requisite for Hyperion Project Financial Planning and includes restricted use Oracle Data Integrator Enterprise Edition (restricted to use with Hyperion Planning Plus as the only target). When Hyperion Planning Plus and Hyperion Project Financial Planning are licensed together, Oracle Data Integrator Enterprise Edition may be used to both move data into Hyperion Planning Plus and write the updated data back to the original ERP source. For any other data movement requirements, full use licenses of Oracle Data Integrator Enterprise Edition are required.

  • Restricted use Essbase Plus (restricted to use of the Aggregate Storage Option component for use with Hyperion Project Financial Planning only)

  • For full details on the restricted use license for Oracle Data Integrator Enterprise Edition, see Hyperion Planning Plus.

Financial Services Balance Sheet Planning

Restrictions and Notes:

  • Hyperion Planning Plus must be licensed separately.

  • Hyperion Enterprise Planning Suite must be licensed separately.

N/A

Hyperion Profitability and Cost Management

Understanding profitability and cost in your business is fundamental to improving performance. Hyperion Profitability and Cost Management is a new performance management application that provides actionable insights into cost and profitability. Hyperion Profitability and Cost Management drives business performance by discovering drivers of cost and profitability, empowering users with visibility and flexibility, and improving resource alignment.

Restrictions and Notes:

  • Hyperion Essbase Plus cannot be used to create Essbase cubes that do not contain data used by the Hyperion Profitability and Cost Management application.

  • WebLogic Server Standard Edition may only be used to host J2EE or Java application logic that is distributed as part of Hyperion Profitability and Cost Management.

  • Restricted use WebLogic Server Standard Edition (restricted to use for running Hyperion Profitability and Cost Management only)

  • Restricted use Oracle Internet Directory (restricted to storing Hyperion Profitability and Cost Management user information only)

  • Restricted use Hyperion Financial Reporting (restricted to use with Hyperion Profitability and Cost Management only)

  • Restricted use Oracle Data Integrator Enterprise Edition (restricted to use of the Oracle Data Integrator Studio Embedded Agent component for use with Hyperion Profitability and Cost Management as the only target. Please note that the embedded agent only allows execution of scenarios from the ODI studio user interface. Running scenarios in batch mode with the stand alone agent requires a full use Oracle Data Integrator Enterprise Edition license.)

  • Restricted use Essbase Plus (restricted to use only for accessing data from Hyperion Profitability and Cost Management)

  • Oracle Hyperion Foundation Services

  • Oracle Smart View for Office

Hyperion Performance Scorecard Plus (Not Available for Sale)

Hyperion Performance Scorecard Plus helps companies clearly articulate strategy and goals, communicate them across the enterprise, and monitor key performance indicators. It provides a flexible approach to the development of scorecards, supporting recognized scorecarding methodologies and industry benchmarks. The software offers you complete strategy- and accountability-mapping capabilities, as well as Web-based message boards, forums, and discussion threads.

Restrictions and Notes:

  • WebLogic Server Standard Edition may only be used to host J2EE or Java application logic that is distributed as part of Hyperion Performance Scorecard.

  • HAL BASIC is not included.

  • See item (1) under Usage Notes and Restrictions.

  • Restricted use WebLogic Server Standard Edition (restricted to use for running Hyperion Performance Scorecard Plus only).

  • Restricted use Oracle Internet Directory (restricted to storing Hyperion Performance Scorecard Plus user information only)

  • Oracle Hyperion Foundation Services

  • Oracle Smart View for Office

Hyperion Strategic Finance

Hyperion Strategic Finance is a financial modeling application that lets executives identify and understand the full financial impact of alternative corporate strategies. Hyperion Strategic Finance delivers pre-packaged modeling and forecasting so your finance experts can better spend their time testing alternative strategies, building contingency plans, and understanding the impact of those strategies and plans on your company's long-term performance.

Restrictions and Notes:

  • WebLogic Server Standard Edition may only be used to host J2EE or Java application logic that is distributed as part of Hyperion Strategic Finance.

  • Restricted use WebLogic Server Standard Edition (restricted to use for running Hyperion Strategic Finance only)

  • Restricted use Oracle Internet Directory (restricted to storing Hyperion Strategic Finance user information only)

  • Oracle Hyperion Foundation Services — to support external authentication provided through CSS (Shared Services) and common installation only

  • Oracle Smart View for Office

Hyperion Strategic Finance for Banking

A powerful analytical solution enabling financial lending institutions to optimize the credit origination, underwriting and portfolio management process for commercial lending activities.

Restrictions and Notes:

  • WebLogic Server Standard Edition may only be used to host J2EE or Java application logic that is distributed as part of Hyperion Strategic Finance for Banking.

  • Restricted use WebLogic Server Standard Edition (restricted to use for running Hyperion Strategic Finance for Banking only)

  • Restricted use Oracle Internet Directory (restricted to storing Hyperion Strategic Finance for Banking user information only)

  • Oraclec Hyperion Foundation Services — to support external authentication provided through CSS (Shared Services) and common installation

  • Oracle Smart View for Office

Hyperion Enterprise (Not Available for Sale)

Hyperion Enterprise is a prepackaged application for midsize organizations that helps financial managers improve financial consolidation and reporting efficiency while enabling line managers to quickly identify key trends and variances in order to make better, faster decisions. Hyperion Enterprise can be distributed and installed at remote offices quickly and easily. It can be fully deployed by the finance organization with minimal IT support, even on a standalone PC.

Restrictions and Notes:

  • HAL BASIC is not included.

  • Hyperion Enterprise Web Reporting

  • Hyperion Enterprise Advanced Features (Organization by Period, Detailed Storage and Statutory Consolidations Engine)

  • Hyperion Auto Pilot

  • Hyperion Allocations

Hyperion Financial Data Quality Management, Enterprise Edition

Finance organizations need to enhance the quality of internal controls and reporting processes. To meet these goals, you need a source-to-report view of financial data. Hyperion Financial Data Quality Management, Enterprise Edition allows business analysts to develop standardized financial data management processes and validate data from any source system—all while reducing costs and complexity. Fully integrated with Oracle’s performance management applications, Hyperion Financial Data Quality Management is the only enterprise-class system for managing the quality of financial data.

Restrictions and Notes:

These components must be licensed separately:

  • Hyperion Financial Data Quality Management, Enterprise Edition Adapter for Financial Management, or

  • Hyperion Financial Data Quality Management, Enterprise Edition Adapter Suite, or

  • Hyperion Financial Data Quality Management, Enterprise Edition ERP Source Adapter for SAP

  • Restricted-use license to Oracle Data Integrator Enterprise Edition (ODI), restricted to use and modification of the Oracle Data Integrator Projects delivered with the Oracle Hyperion Financial Data Quality Management Enterprise Edition solely when used for Oracle Enterprise Performance Management applications. The ODI repository delivered with FDMEE may not be used for any other purpose or any custom integrations.

  • Oracle Hyperion Foundation Services

  • Oracle Smart View for Office

Hyperion Financial Data Quality Management for Hyperion Enterprise (Not Available for Sale)

Restrictions and Notes:

  • Hyperion Financial Data Quality Management for Hyperion Enterprise can only be used with Hyperion Enterprise. It can not be used with other Hyperion products, such as Hyperion Financial Management.

  • Hyperion Enterprise (from the Oracle price list) or a Hyperion Enterprise legacy product offering (such as Hyperion Enterprise ENTB, Hyperion Enterprise EC, Hyperion Enterprise MML, Hyperion Enterprise MMF) must be licensed separately.

Hyperion Enterprise Adapter

Data Relationship Management Suite

Oracle Data Relationship Management Suite represents a bundle of components to help enterprises master, govern and analyze enterprise dimensions, alternate hierarchies and related attributes with a view to build alignment between how one runs one’s business and measures its performance.

The solution delivers referential integrity by mastering dimensions across transactional and analytical applications, either Oracle or third-party, on premise or in the cloud.

  • Oracle Data Relationship Management

  • Oracle Data Relationship Management – Read Only Access

  • Oracle Data Relationship Governance

  • Oracle Data Relationship Steward

  • Oracle Data Relationship Management Analytics (available only with Data Relationship Management Suite)

  • Restricted use Oracle Internet Directory (restricted to storing DRM user information for use with DRM Suite components only).

Data Relationship Management

Data Relationship Management provides a dimension change management foundation for business applications, on-premise or in the cloud, to help curate, master and govern enterprise dimensions, hierarchies and reporting attributes across operational and analytical silos to enable fully reconciled, consistent, accurate and trustworthy reporting and business analytics.

Restrictions and Notes

A license to Oracle Data Relationship Management (DRM) includes restricted-use licenses to Oracle Data Integrator Enterprise Edition (ODI), the Java container in Oracle WebLogic Server Standard Edition (WLS), Oracle Data Relationship Read-Only Access Option (DRM ROA), and Oracle SOA Suite (SOA). ODI is restricted to its database, files, and XML knowledge modules used solely for extracting and preparing data for import into DRM. WLS is restricted to use with DRM, including SOA as restricted here. DRM ROA is restricted to a single public view. SOA is restricted to use of two components

  • Oracle Web Services Manager (OWSM), to authenticate and provide message-level security for DRM web services on WLS through the predefined policies provided with OWSM); and

  • Oracle BPEL Process Manager, to enable workflow functions to process requests within DRM.

Data Relationship Steward

Oracle Data Relationship Steward entitles licensed users to interactively manage, administer, and secure master data within the Oracle Data Relationship Management repository. The data steward is a role established within organizations to manage the consistency, quality and integrity of master reference data sets across enterprise information systems.

Restrictions and Notes:

  • Prerequisites to be licensed separately:

    • Data Relationship Management and/or

    • Data Relationship Management for Oracle Hyperion Financial Close Suite and/or

    • Data Relationship Management for Oracle Hyperion Enterprise Financial Planning Suite

    • See item (3) under Usage Notes and Restrictions.

N/A

Data Relationship Governance

Oracle Data Relationship Governance entitles licensed users to participate in master data change management and remediation workflows that are targeted at the Oracle Data Relationship Management repository. Any user who needs to submit, enrich, approve, commit or be notified of a request within the Oracle Data Relationship Governance application, whether it be via a user interface or a service interface, must be have licensed access to this module.

Restrictions and Notes:

  • Data Relationship Management must be licensed separately.