Oracle Hyperion (Enterprise Performance Management) versions

https://docs.oracle.com/en/applications/enterprise-performance-management/index.html

Oracle Cloud Day Toronto

https://cloudday.oracle.virtualresourcecenter.com/wsmnet_bin/ecoCollateralMain/ecocollateralmainoracle.aspx?splashpage=false&gipn=home

Working with EPM Automate for Oracle Enterprise Performance Management Cloud

Follow the steps below in the URL to install EPM Automate Utility for Windows and Linux/Unix

https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/cepma/installing_epm_automate.html

Hyperion LCM and Migration Options

Using LCM Life Cycle Management for your Hyperion applications and not sure about what options does LCM run such as replace/merge etc.

You can navigate to Shared Services, click on Administration then Migration Options.  You will come across a screen like this.  You can review the Hyperion products you use and what migration option is best to you and what is the default setup

PBCS Planning Cubes and Strategic Models

Creating Data Maps to Move Data between Planning Cubes and Strategic Models

https://www.youtube.com/watch?v=_ob-dSb-Qko&feature=youtu.be

Hyperion On-Premise 11.2 release features released at Oracle Open World 2018

Scheduled for early 2019

• Uplift to FMW 12g release

• Repository Simplification
– Replacing of Foundation services with a simpler RDBMS repository
– Content migration for FR/Workspace to RDBMS repository

• 3rd party certifications* including:
– OS: Linux 7, AIX 7.2, Windows 2016
– RDBMS: Oracle 12.2, SQL Server 2018,
– Browser: Edge, Chrome, Firefox
– JDK 1.8

• Technical upgrade – out of place install

• Followed by a series of feature bearing PSUs – Modelled on the 11.1.2.4.20.x series

Oracle Smart View for Office 11.1.2.5.810

• New Version of Oracle Smart View for Office: Oracle Smart View for Office 11.1.2.5.810 will be available in November 2018. This version includes new features such as:
• Drill-Through to Excel Sheets from EPM Cloud
• Attaching Files to Cells in Forms and Ad Hoc Grids
• Additional Information Added to Health Check
• Support for Oracle Sales Planning Cloud

This release also fixes a number of defects.

The Smart View 11.1.2.5.810 Readme, available on the Help Center, will contain a complete list of features and defects addressed in this version. You must install this version to ensure access to the new functionalities.

Administering Oracle Financial Consolidation and Close Cloud

Running a Consolidation Report

Report Overview

You can run a Consolidation report that provides a detailed audit trail of the consolidation process. The report is available in HTML, PDF, or XLS format.

https://docs.oracle.com/en/cloud/saas/financial-consolidation-cloud/agfcc/consolidation_report.html

Hyperion EPM Automate Utility - Oct 2018 update

https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/fccs/2018-fccs-wn.htm#F5423

Hyperion Calculation Manager Performance Issue

Expanding Planning/Essbase node takes 3-5 minutes and then error "Server was unable to process request" is displayed

Verify that the Calc Manager service is not HUNG and/or Running.  The service can consume CPU/Memory, so ensure your Java Heap Size Min/Max is properly setup in your windows registry for Calc Manager

Smart View Performance with Hyperion Planning Applications

Below are some of the the tuning parameters to improve Smartview communication with Hyperion Planning, when using Webforms:

1. Add the following Windows registry settings on the client machine where Smartview is deployed:
   [HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\Internet Settings] 
   "ReceiveTimeout"=dword:001b7740
   "KeepAliveTimeout"=dword:001b7740
   "ServerInfoTimeout"=dword:001b7740
2. Change Smartview Options to improve performance on large retrievals:
   • in Formatting: Select the option to Use Excel Formatting. Without this option, Smart View will reformat each cell based on the grid operations you perform. It will also mark cells as “dirty” each time you change data values. These activities add system overhead to all Refreshes, making them take longer.
   • in Advance -> Compatibility: Select the option Improve Metadata Storage
   • In Data Options: Select Suppress No Data/Missing, Zero
3. In Excel -> Tools -> Save tab, disable the 'Save Auto-recover info every' which can have a negative impact on large queries that take time to render.

Hyperion Smartview and Outlook's slow response

Recently we had some users enabled Smartview for Outlook....this caused their Outlook to slow down or crash.

To fix this, we disabled the flag for displaying Smartview in Outlook.
Open Smartview in Excel
Goto Options
Then Advanced option on the right side
Then click on Disable Smartview in Outlook
Restart Outlook

Oracle Hyperion Cloud - Videos, Documents and other items

https://blogs.oracle.com/proactivesupportepm/epmcloud_documentation

Financial Consolidation Cloud Service (FCCS) - Consolidation Performance and Failure Diagnosis

https://blogs.oracle.com/proactivesupportepm/volume-243-fccs-consolidation-performance-and-failure-diagnosis

EPM Automate for Oracle Enterprise Performance Management Cloud utility

A great link to read about the features of EPM Automate.

https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/cepma/epm_automate_command_ref_general.html

Hyperion PBCS August 2018 update for Planning and Budgeting

What's New in 18.08?

Summary:

Read the latest What's New Document for Planning & Budgeting

Content:

Another month, another What's New update!

A little quieter this month (especially on the Workforce front) but some good stuff, none-the-less:

The What's New document re-iterates the LCM Essbase and Relational Data partial export/import changes that were reverted in a patch for 18.07 after a Customer Connect post!  Yes,  you can still export and import just the data but be sure to keep the Relational Data (e.g. Supporting Detail, Cell Text, etc.) aligned with the Essbase Data.

New Application Setting to Restrict Currency Calculations in Forms to be Based on the Scenario Planning Range

New Infolets Designer Properties Panel to more easily make and see results of change

Folder support for Dashboards and Infolets; each uses the same folder structure as the Forms Folders now.  Thus, access permissions granted on a Folder will apply to all Forms, Dashboards, and Infolets in that Folder.  Note, if you are in the Dashboard, Forms, or Infolets UI, you will only see the respective Dashboards, Forms, or Infolets even though you may have all 3 types in the same folder.  As such, security permissions granted on the Folder from any of these views does, in fact, apply permissions to all artifacts in the FOLDER regardless of the UI from which it was assigned.  For example, if you put all "Blue" Dashboards, Infolets, and Forms in a Folder called "Blue Stuff" and you navigate to the Dashboard UI, assigning Permissions from this User Interface will apply to all Infolets and Forms in addition to the Dashboards in that Folder even though you only see the Dashboards from this UI.

New Server Setting for Financial Reporting Web Studio to Run Batch With Signed On User Credentials.  When this setting is set to "True," there is no prompt for a username and password in the Batch Scheduler but, instead, uses the credentials of the user who is currently signed in.

Finally after months of warnings, the Financial Reporting Studio Desktop Client is no longer provided with the 18.08 release.  Command line utilities associated with the FR Desktop Studio will also be discontinued with the 18.08 release.  Please use the Financial Reporting Web Studio instead of the Desktop Client.

Update Vision Sample Application.  This was announced last month but reverted due to technical issues and is being released in 18.08.

New documentation on Optimizing Business Rules.  This functionality has existing for a long, long time but Administrators and partners didn't seem aware of the way to leverage Activity Reports and the Calc Manager log messages after running a rule form Calc Manager, so we documented it.  The Activity Report shows the worst performing Calc Scripts and Business Rules.  Administrators are able to run these rules from Calc Manager to view the Log entries for analysis.

Upcoming Changes:

Classic Dimension Editor is going away in  the October 2018 (18.10) release.  Please do yourself a huge favor and start using the Simplified Dimension Editor to gain familiarity and to identify any gaps in functionality or enhancements by logging SRs before the Classic Dimension Editor goes away.

Composite Form creation is scheduled to be deprecated in 19.01  (January 2019) release.

Considerations:

As I mentioned in another post, remember that the 18.07 Release migrated all users to the new Financial Reporting Repository but did NOT migrate the user preferences.  Each user must manually set their preferences when using the Repository for the first time.

If you are a Smart View for Office with Microsoft Office 365 ProPlus be aware of a Microsoft Patch known issue for those who signed up for monthly channel updates between June 12 and June 14, 2018.  Microsoft patch 16.0.10228.20051 updated through the insider slow channel prevents the use of Smart View for Office with Microsoft Office 365.  Please avoid upgrading to this patch and use Microsoft Office 365 monthly channel Version 1806 (Build 10228.20080), which contains the fix for this issue.

Happy planning!

Hyperion Planning On-Premise update for 11.1.2.4

- Mainly planned PSU's until 11.2 is released in 2019
- 11.1.2.4.009 - Q2 2018
- 11.1.2.4.010 - Q3 2018
- 11.1.2.4.011 - Q4 2018
- PSE's will be done periodically based on client needs
- Defect fixing, 3rd party certification updates, enhancements through Dec 2020 planned

Hyperion HFM 11.2 - Some features noted at Kscope18

#SafeHarbor from Oracle applies

- New release that will be supported until 2030
- Simplified interface coming
- Uplift to FMW 12g release
- Web based Metadata Editor (For Classic apps)
- Simulated Post and Consolidation
- Enhanced integration with EPBCS and BICS
- More features to be announced closer to 2019 year

Hyperion On-Premise update June 2018 from Kscope18

•11.1.2.3

–S1 defect fixing only until March 2018

•11.1.2.4

–Defect Fixing, 3rd party certification updates, enhancements thru Dec 2020

•11.2

–Scheduled for early 2019

–Uplift to Fusion Middle Ware 12g release

–Repository Simplification released early 2018

•Remove of Foundation services with a content migration for FR/Workspace to RDBMS repository

–Defect Fixing, 3rd party certification updates, enhancements thru Dec 2030

HFM 11.1.2.4.207 Patch released June 12, 2018

https://blogs.oracle.com/proactivesupportepm/psu_hfm_11124207

New Features in this Release

New Statistics Option in HFM Insights

HFM Insights now includes a Statistics section that displays detailed data statistics based on a selected Scenario and Year combination.  You can choose when to manually update the statistics.

To update statistics:

1.            Select Navigate, then Administer, and then Consolidation Administration.

2.            Select System, and then Insights.

3.            From the Statistics section, click the Data tab.

4.            Click the Member Selector, select a Scenario and Year, and click OK.

5.            Click the Execute button to run the process and return statistics on the selected Scenario and Year combination.

Note:

When you click the Execute button and update statistics, the button is disabled for a certain period of time while the process runs. The task runs in the background, and you can navigate to other parts of the application while it is running. When it is done, the button is re-enabled and the table is refreshed with the updated statistics. You can also click Refresh to see the updated values.

If there are no records in a particular table, the system does not display any statistics for that table.

Data tab

·         Data (DCE and DCN total record count per Scenario/Year combination)

·         Invalid records (invalid member ID), DCE and DCN only, Total count only (not per entity)

·         Near Zero Value Records for all periods

·         Near Zero Value Calculated Records for all periods

·         PFlow History (per Scenario/Year)

·         Input Data (if any period in the year is Input or Line Item Details)

Table Count tab

The Table Count tab displays record counts of the following Oracle Hyperion Financial Management system tables and the times they were last executed.

·         Task Audit

·         Data Audit

·         System Messages (Error Log table)

·         Rules Profile data

Hyperion Modules Optimizing Performance by Changing the Heap Size

Depending on your environment, you might need to change the heap size for your Java web application server. 

For example, if you see “OutOfMemory” errors in WebLogic, increase the heap size. 

If you need to reduce the memory requirement of the WebLogic Server, decrease the heap size.

By default, if you deploy Java web applications to a single managed server, EPM System Configurator sets the default heap size for the single managed server based on the machine's memory:

• 12 GB or more on machine, sets heap size at 8 GB
• 6 GB or more, up to but not including 12 GB, sets heap size at 4 GB
• Under 6 GB on a 32-bit machine, sets heap size at 750 MB
• Under 6 GB on a 64-bit machine, sets heap size at 1.536 MB

Hyperion 11.1.2.4 and Virtual Machine error - Insufficent memory for the Java Runtime Environment

Recently we had a snafu where 2 of my Hyperion services, APS and EPM Web, were not starting....i ran the validate.bat command from the Foundation server and came across this exciting log file.

hs_err_pid3444.log in the folder below (E is where my Hyperion is installed)
E:\Oracle\Middleware\user_projects\epm-fnd\config\validation\11.1.2.0

Log file content was saying that Native memory allocation failed to allocate.

# There is insufficient memory for the Java Runtime Environment to continue.
# Native memory allocation (malloc) failed to allocate 1122576 bytes for Chunk::new
# Possible reasons:
#   The system is out of physical RAM or swap space
#   In 32 bit mode, the process size limit was hit
# Possible solutions:
#   Reduce memory load on the system
#   Increase physical memory or swap space
#   Check if swap backing store is full
#   Use 64 bit Java on a 64 bit OS
#   Decrease Java heap size (-Xmx/-Xms)
#   Decrease number of Java threads
#   Decrease Java thread stack sizes (-Xss)
#   Set larger code cache with -XX:ReservedCodeCacheSize=
# This output file may be truncated or incomplete.
#
#  Out of Memory Error (allocation.cpp:317), pid=3444, tid=7848
#
# JRE version: 6.0_35-b52
# Java VM: Java HotSpot(TM) 64-Bit Server VM (20.10-b01 mixed mode windows-amd64 compressed oops)


So i reduced the Java Heap Size for Min/Max for some of the services.  And restarted all the services and everything worked. 

I thought i would share this nice tip that i discovered.

Hyperion Planning Simplified UI Login screen displays when Workspace times out

Some of my user's session timed out due to the inactivity and user's are seeing the Simplified Planning user interface login screen instead of the Workspace login screen.

This is happening because the session in Planning product getting invalidated even before the Workspace session gets timed out.

=================================================

To implement the solution, please execute the following steps (Please ensure you take a backup of the mod_wl_ohs.conf file)

1. Go into the OHS file

2. Navigate to \Oracle\Middleware\user_projects\epmsystem1\httpConfig\ohs\config\OHS\ohs_component\

 Edit the following file:
\Oracle\Middleware\user_projects\epmsystem1\httpConfig\ohs\config\OHS\ohs_component\mod_wl_ohs.conf

3. Add (or edit, if already present) the following parameters:

WLIOTimeoutSecs 1800
WLSocketTimeoutSecs 1800
to the sections for Planning and Workspace. Each section begins with an XML tag, for example:

Add the new "WLIOTimeoutSecs 1800" and "WLSocketTimeoutSecs 1800" properties as new lines within the tags, for example:

  SetHandler weblogic-handler
  WeblogicCluster planserver01:8300
  WLIOTimeoutSecs 1800
  WLSocketTimeoutSecs 1800


4. Restart the Oracle HTTP Server and the Workspace web application services after the modifications are complete.

5. Retest the issue Migrate the solution as appropriate to other environments.

Oracle Hyperion Technical Matrix for compatibility

Here is the Oracle link to the Excel file.

http://www.oracle.com/technetwork/middleware/bi-foundation/hyperion-supported-platforms-085957.html

Oracle Hyperion Smart View for Office 11.1.2.5.800 - Available as of June 2018

Oracle Smart View for Office 11.1.2.5.800 will be available by mid-June. This version includes new features such as:

- Move Formatting behavior enhancement to notify you of performance impact

- Improved resolution on high-definition devices, such as Microsoft Surface Pro tablets

- New Health Check, where you can view information about your system, and configure Smart View options and Windows Registry settings geared toward improving performance and reducing flickering

- This release also fixes a number of defects.

PBCS and Creating / Updating Data Validation Rules

Creating and Updating Data Validation Rules

To implement business policies and practices, you can build data validation rules that are checked when conditions are met in forms. Validation messages can be generated if entered data violates validation rules. You can also build limits on submitted approval unit data using validation rules, and designate a reviewer, owner, or notifier to review data that meets some condition.

https://docs.oracle.com/en/cloud/saas/planning-budgeting cloud/pfusa/creating_and_updating_data_validation_rules.html

Hyperion PBCS Cloud update May 2018

http://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/pbcs/2018-pbcs-wn.htm#May_2018_Update

Planning and Budgeting Cloud

1. 1. New EPM Automate Utility Version
   2. Microsoft Excel Version Usage in Activity Report
   3. Ability to Set Display Preference for Tasks
   4. Retain Last Accessed Tab in Navigation Flow Cards
   5. Enhancements to Dashboards
   6. New Administration Mode Job Type
   7. Export and Import Level Zero Data from an ASO Cube
   8. Average Fragmentation Quotient Displayed in Statistics for Block Storage Applications
   9. Oracle Account Reconciliation Cloud Clusters and Cards as Navigation Flows Targets

Oracle Enterprise Performance Reporting Cloud update EPRCS 18.05

http://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/eprcs/2018-eprcs-wn.htm


Announcements

1. 1. Add Ability to Browse Application or Cube in the Data Source Dialog
   2. Enable Saved Selection for DTS Member Parameter
   3. HTML Preview of a Large Report
   4. Migration of Mappings to a New Taxonomy
   5. Disclosure Management Migration of Mappings to a New Taxonomy
   6. Disclosure Management Client Supports New Version of Arelle

Latest - April 2018 - Hyperion On-Premise update from Collaborate 2018

On Premises Releases

• 11.1.2.3 – S1 defect fixing only until March 2018

• 11.1.2.4 – Defect Fixing, 3rd party certification updates, enhancements thru Dec 2020

• 11.2 – Scheduled for early 2019 – Uplift to FMW 12g release – Repository Simplification released early 2018

• Remove of Foundation services with a content migration for FR/Workspace to RDBMS repository – Defect Fixing, 3rd party certification updates, enhancements thru Dec 2030

Financial Reporting Studio FR Client and updating the Workspace, Tools, Install folder location

Recently we had to upgrade our FR software.  The patch came with new FR Studio Client.  The file that you need to update, so that users can download from Workspace, Tools, Install folder is this path:

E:\Oracle\Middleware\EPMSystem11R1\products\financialreporting\install\bin
- Rename the old FinancialReportingStudio.exe file
- Copy the new file from the downloaded patch folder

Note: E drive is where i installed my Hyperion software.

Essbase removing Zeros script

SET UpdateCalc Off;

Actual (
   IF (Actual==0)
       #Missing;
   ENDIF)

HFM Task Flow and Schedule task not running on time

We upgraded to 11.1.2.4 from 11.1.2.2 and noticed our Task Flow scheduling jobs would not run on the given date/time.  After opening Oracle SR and going thru a bunch of patches, this was discovered:

You need to patch your Planning to 11.1.2.4.007 (And some pre-requisite patches) since there is a component called the "Quartz Scheduler" used by Planning, HFM and Calc Manager.
Oracle Development has determined the issue is caused how Planning interacts with the scheduler. That is why the Patch is coming from the planning.

Issue now resolved.

Thanks,

Hyperion Patching 11.1.2.4 and Review Patches applied command

Many times we run into situation where we have applied a patch PSE or PSU and we forgot to note it down.   You can run this command on each server and review the patches applied with Patch Details, Date and Time:

Results will be stored in your Hyperion Folder under this path (I have my Oracle software installed under E drive)  E:\Oracle\Middleware\EPMSystem11R1\cfgtoollogs\opatch

Filename will be opatchYYYY-MM-DD_HH-MM-SS(AMorPM)_1.log

Use Notepad++ for the best viewing option

1. From a command line, change the directory to <EPM_ORACLE_HOME>/OPatch (example C:\Oracle\Middleware\EPMSystem11R1\OPatch)
2. For Windows run: (make sure to confirm the proper JDK path - refer to the example below)
   
   opatch.bat lsinventory -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME>/jdk160_29 > patchlist_servername.txt 

Hyperion EPM Automate Utility for Cloud and Commands

Here is a link to explore various commands that you can use with EPM Automate Utility

https://docs.oracle.com/cloud/latest/epm-common/CEPMA/epm_automate_command_ref_general.htm#CEPMA-GUID-5400C490-264F-493A-9EAD-267AB2A320F1

Hyperion EPM Cloud supported Browsers

Link for supported Browsers for EPM Cloud

https://docs.oracle.com/cloud/latest/epm-common/CGSAD/1_epm_cloud_prereq_supported_browsers.htm#CGSAD-GUID-EFA6BF16-F17F-4852-A84B-B16ED6338994