Migrating from Oracle Discoverer to Microsoft SSRS

A Private, Women’s Liberal Arts College Migrates from Oracle Discoverer to MS SSRS in 8 weeks.

Retiring legacy reporting tools

The client is an internationally-recognized, private, women’s liberal arts college located in Massachusetts. As an IT-savvy institute they use Oracle Discoverer for all MIS requirements. After Oracle stopped supporting Discoverer in mid-2017, they sought an optimal migration path to migrate their analytical reports to a more intuitive platform, ultimately selecting Microsoft SQL Server Reporting Services (MS SSRS) to replace Discoverer.

Having already installed and used MS SSRS for years, the client avoided the need for a separate implementation project and additional user training. In this case, the three primary constraints were time, cost, and resources needed to migrate. The client’s internal IT team did not have the availability to manually migrate from Discoverer to MS SSRS, and needed ennVee’s help to automate the migration process.

Customer Snap Shot

  • Private women’s liberal arts college
  • Location: Massachusetts, USA
  • 2300 students
  • Annual endowment: ~$2 billion USD

Solution Process

Due to the constraints for both cost and time, we aimed to automate as much of the migration process as possible by utilizing our proprietary ennSight tool, which automatically identifies, assesses, and extracts all reports from Discoverer, including security and business rules.

To start, we conducted a comprehensive assessment of the client’s Discoverer reporting environment. The assessment produced a detailed snap shot of all reports broken down by department, owner, duplicates, complexity of the SQL, and estimated effort to migrate. to help them determine which reports to migrate, sunset, and consolidate. Then, the client went back to its business users and had them scrub the list for any duplicates or obsolete reports. The final decision for what to migrate consisted of 500 essential reports covering four tracks, HRMS, FINANCE, FACULTY, and PAYRPT.

After, the ennVee team used ennSight to automatically extract all 500 identified reports from Discoverer, identifying all user roles and user assigned schema. Based on the extraction each report was divided into one of three categories, Simple, Medium, or Complex. This categorization allowed us to determine the complexity and effort required to convert and test the workbooks and reports. Post-extraction, we automatically migrated each report “as is”. This allowed us to significantly expedite the migration process, and gave the client the opportunity to review and decide whether any enhancements were required in the final MS SSRS output. Finally, each report was unit tested before being deployed to the client’s server.

Total time to migrate: 8 weeks

discoverer to MS SSRS migration diagram - wordpress.png

Topology


Outcome

All 500 Discoverer reports were successfully migrated to MS SSRS in eight weeks without any loss of data or disruptive rebuild. Automation helped the customer reduce the amount of complexity involved, as well as time, cost, and resources required to migrate. Rather than dedicate its internal staff to manually migrating the reports, the ennVee team handled and automated the process, affording the customer additional time to focus on strategic projects.

Additionally, Discoverer users are able to create substantially more intuitive reports via the self-service MS SSRS reporting platform. They can also move reports to Microsoft Power BI to augment the analytics or visual effects. Overall, automation has enabled the college to dedicate more time to strategic initiatives, while simultaneously migrating from Oracle Discoverer in just eight weeks.


Visit our website to learn more about automated Oracle Discoverer migration, or contact us at +1 888-848-6059.

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Client Case Study- Integrating ServiceMax and Oracle EBS

A leading manufacturer of commercial printing solutions integrates Oracle EBS and ServiceMax to increase cost savings and time optimization.

Solution Background

The customer provides graphic and precision solutions and is headquartered in Japan with its North America office located in Chicago, IL. They are one of the largest manufacturers and suppliers of system components for the prepress and printing industries worldwide. 

After implementing ServiceMax to manage their after-sales operations, the customer needed to integrate ServiceMax with its back-office Oracle E-Business Suite (R12) system. The customer needed ennVee’s help to create a holistic solution, enabling the seamless and automated exchange of data between Oracle E-Business Suite and ServiceMax.

 

Key Requirements:

Build interfaces between Oracle E-Business Suite and ServiceMax to automatically:

  • Send and receive all order information to process the order in Oracle Order Management.
  • Synchronize the work order information in both systems.
  • Handle all errors, exceptions, or reconciliation requirements.

 

ennVee Solution

ennVee developed interfaces to connect Oracle E-Business Suite and ServiceMax, and designed a custom solution to automate the following processes:

  • Raising and Tracking Service Requests in ServiceMax, and integrating the requests with Oracle E-Business Suite.
  • Maintaining parts prices in sync across both systems.
  • Sending Work Order information to ServiceMax.
  • Creating labor orders in Oracle Order Management before processing them for invoicing.
  • Validating the order, returning used parts to inventory, and taking the line to closure in Oracle E-Business Suite.

 

Eight key business process functionalities were addressed:

  1. A work order is entered into ServiceMax and a sales order is entered in Oracle E-Business Suite whenever there is request from a customer for parts installation.
  2. A sales order entered into Oracle E-Business Suite will contain the quantity of the order placed and picked by the Engineer.
  3. An interface sends the information to ServiceMax, and the work order number in ServiceMax is updated along with the parts that are selected for installation.
  4. After the installation is done at customer site, labor and expense charges are entered in ServiceMax for the respective work order.
  5. Information is brought into Oracle E-Business Suite to create a sales order for the invoices and labor charges.
  6. The Engineer inputs the parts used during installation into the work order and completes the work order.
  7. This information is also brought into Oracle E-Business to perform a back order for any unused parts and to close the order line.
  8. There is an interface that runs daily to synchronize the prices of the parts in Oracle E-Business and ServiceMax, and sends over any parts that have undergone a price change or were recently added (new parts).

 

Solution Approach

We designed and built four interfaces that would provide the various functionalities required by the customer. 

  • Interface 1 – Outbound from Oracle EBS (to extract the parts and pricing information to be sent to ServiceMax). Data will be extracted from Oracle EBS into a .CSV file, which will be sent to an inbound ServiceMax server via FTP.
  • Interface 2 – Outbound from Oracle EBS. Whenever a service request is raised for installation of parts, a sales order is created in Oracle EBS. This order will have customer information, work order number, parts (items number), quantity, price, engineer bin location, shipped quantity, picked quantity, etc. All of this information is extracted and sent to ServiceMax via .CSV file.
  • Interface 3 – Inbound to Oracle EBS. An Order for Labor charge will be entered in ServiceMax and sent to Oracle EBS for a sales order creation. After, a sales order for the labor/service charges will be created in Oracle EBS and invoice-ready.
  • Interface 4. The engineer will enter the parts used and all detailed information when the work order number is closed in ServiceMax. This information will be pushed to Oracle EBS, similar to the work order number, parts consumed, closing comments, work order closed date, etc.

 

Business Benefits

As a result of the new integration between ServiceMax and Oracle E-Business Suite, the customer benefitted immensely from a cost savings and time optimization standpoint. With an automated process for raising, tracking, and accessing Service Requests in Oracle E-Business Suite, the customer was able to reduce operational costs, nearly eliminating any manual intervention in the Service Request process. Automating the flow of data between systems enabled drastic business growth and yielded a faster exchange of data across the system.

 

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Client Case Study: Customer Access Portal

Creating a complete online ordering system that integrates to the corporate website, and back-office Oracle ERP system.

Client Snapshot

  • Industry-leading manufacturer and supplier of brake system components
  • 5,100 employees worldwide
  • $550 million (USD) annual revenue
  • Location: Chicago, IL (USA)

Project Overview

The client manufactures and sells brake system components via B2B, B2E, and B2C channels. Their primary objective was to build an interactive online ordering system for customers called the Customer Access Portal or, “CAP”. The desired system needed to be secure, provide multi-lingual capabilities, a polished UI for ease of use, and maintain consistent performance site-wide.

ennVee partnered with the client to build the complete ordering system that would ultimately increase customer satisfaction.  Additionally, the online ordering system was to be linked to the client’s corporate website, and integrated to their back-office Oracle ERP system.

Topology

  • HTML, CSS, JavaScript, jQuery, Ajax, Java, REST and SOAP Web Services

  • Oracle and MS SQL Server

  • Oracle E-Business Suite R12

  • Magnolia CMS

  • Photoshop, Sublime, Eclipse, Apache Tomcat

  • Load balanced instances: Development (2), Staging (2), Production (2)


Download the full case study

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