Final Hyperion WebLogic 10.3.6 Patch For EPM 11.1.2.4

 Thanks to Dave Shay.

Final WebLogic 10.3.6 Patch For EPM 11.1.2.4

A commenter on this blog, Ben, shared how to get the final WebLogic 10.3.6 patch for Hyperion / Oracle EPM 11.1.2.4.  We may download this patch without needing to get a password from Oracle Support.  The patch number is:

33471254

You need to be on an active Oracle Support contract for your EPM 11.1.2.4 in order to access the patch.

Ben also indicated we may pull up an Oracle Knowledge Base article that lists the final patches for various components of the EPM 11.1.2.4 suite.  The KB # is:

2796575.1

When you pull up this KB article, crtl-f in your browser and plug in this text to jump directly to the Hyperion section:

3.3.22 Oracle Hyperion Infrastructure Technology

If your 11.1.2.4 environment includes Essbase, we can expect more Essbase 11.1.2.4 patches to come out in 2022, because (for now) EPM 11.2.x uses Essbase 11.1.2.4 under the covers.

As of EPM 11.2.7.0, Essbase 12c is still not certified for Hyperion Planning.  Once an 11.2.x comes out that certifies Essbase 12c for Planning, I'll take a closer look at it.

As per the 11.2.7.0 README, EPM 11.2.x patches are expected to be released Quarterly according to this rough schedule (Oracle Corporation's Safe Harbor applies here):  January, April, July, and October.

On Oracle's EPM 11.2 documentation hub, click "Essbase" on the left-hand side.  Among other things, we are explicitly told to use Essbase 11.1.2.4:

"Use Essbase 11.1.2.4, which is compatible with Enterprise Performance Management Release 11.2.x"

Consult the 11.2.7.0 Install+Config Guide for more information about using Essbase 12c in an EPM 11.2.5+ environment.

Many of you are on PTO this week, so you might not notice this post until early 2022.

Have a Happy New Year!

What’s new in Hyperion EPM 11.2.7 ?

  - Improved protection for your target-system data of being overwritten during data loads in FDMEE. For more information, Enable Data Protection.

- There is no longer VB support for FDMEE. Customers need to migrate to Jython as the scripting language. Don’t worry if this sounds scary, we got you! Syntax can help you take care of these Jython conversions.

- There is no longer a dependency on WebLogic Admin server when starting up the EPM services.

- There is additional support for SSL for Oracle Essbase.

- There is additional support for IDM Products with header-based authentication.

- For folks who are into tuning, the default maximum heap size for Essbase JVM has changed to 1.2GB.

- After applying the 11.2.7 update, the only required configuration tasks are Deploy To Application Server for FDMEE followed by configuring the Web Server.

- Oracle JDK 1.8.0_291 is now the version of Java Development Kit installed with EPM 11.2.7.

- Be sure to review the documentation notes concerning the Windows Server 2019 Data Center Edition on the EPM support matrix. Learn more.

- The Smart View URI setting has been added back to the Workspace Server Settings in EPM Workspace. This was a bug in an earlier version.

- There are no more ‘scheduler job errors’ with the task flows. You can now successfully import task flows exported from 11.1.2.4.x EPM System into 11.2.x EPM System using Lifecycle Management for Oracle EPM.

- Reference the Financial Reporting Defects Fixed page for the bugs fixed in FDMEE, Planning, and HFM.

- For Oracle Hyperion Financial Data Quality Management, Enterprise Edition users, you must grant permission prior to applying the update to Release 11.2.5 or Release 11.2.6. [On the SYSTEM.schema_version_registry table – grant all to <FDMEE_SCHEMA_UESR>]

Hyperion 11.2.7 migration path from older releases

 How can you upgrade your application to 11.2.7?

There are several different upgrade paths depending on your version of EPM. See the below options.

• Release 11.2.5 & 11.2.6: make use of the ‘Apply Update’ option for upgrading the footprint to 11.2.7
• Release 11.2.4: Upgrade (‘Apply Update’) to 11.2.6 & then to 11.2.7
• Release 11.2.3: Upgrade (‘Apply Update’) to 11.2.5 & then to 11.2.7
• Release 11.2.2: Upgrade (‘Apply Update’) to 11.2.4 → 11.2.6 → 11.2.7
• Release 11.2.1: Upgrade (‘Apply Update’) to 11.2.3 → 11.2.5 → 11.2.7
• Release 11.2.0: Upgrade (‘Apply Update’) to 11.2.2 → 11.2.6 → 11.2.7
• Release 11.1.2.4.x: Upgrade to 11.2.x by installing the software on the new machines followed by migrating the applications (metadata & the data)
• Release 11.1.2.3 or earlier: Upgrade your environment to 11.1.2.4 followed by 11.2.x

Hyperion 11.2.7 FDMEE new features

FDMEE New Features

New features in Oracle Hyperion Financial Data Quality Management, Enterprise
Edition for Release 11.2.7 include:
• Support for Visual Basic is removed for all FDMEE customers in Release 11.2.7.
Customers should migrate to Jython as the scripting language.
• A new Protection - Include Cell Text option allows customers to load - or not
load - text to a data cell when the Enable Data Protection option is enabled. The
option is available in Oracle Hyperion Financial Management Application Options.
For more information, see Defining Application Options for Financial
Management.

Hyperion 11.2.7 - New features

Hyperion EPM System New Features

Release 11.2.7 includes the following new features:
• Added support for SSL for Oracle Essbase.
• Added support for IDM Products with header-based authentication.
• There is no longer a dependency on WebLogic Administration Server when
starting Oracle Enterprise Performance Management System services. WebLogic
Administration Server must be running after configuration for the first time you start
EPM System services. After the first EPM System services startup, the services
will work and restart even if WebLogic Administration Server is not running or if it
goes down.
• Added documentation for database data models.
• The default max heap size for Essbase JVM changed to 1.2GB.

Hyperion 11.2.7 is out - Oct 26, 2021 !!

 The updated EPM supported platform matrix that includes 11.2.7.0.000 can be found here:

https://lnkd.in/eJ4i2Ax

Oracle Enterprise Performance Management (EPM) Release 11.2 Grace Periods for Error Correction

This document provides important information about error correction timelines for Oracle Enterprise Performance Management products, and is used in conjunction with the Lifetime Support Policy (LSP), the Oracle Enterprise Performance Management 11.2 Software Error Correction Policy (ECP) and the Technical Support Policy (TSP).  These documents provide Oracle's position regarding the support of Oracle Enterprise Performance Management products.  With these documents, an administrator can plan maintenance activities based on the dates and guidelines provided. 

Within the Premier and Extended Support phases of Lifetime Support, only certain versions of a release are eligible for error correction (bug fixes/patching). Please see the Oracle Enterprise Performance Management 11.2 Software Error Correction Policy for information on error correction policies.  Grace period end dates, which define the end of error correction for specific products and versions, are found below.

Please note: EPM System release 11.2 ships with Essbase release 11.1.2.4. Please see Oracle Enterprise Performance Management Release 11.1 Grace Periods for Error Correction (Doc ID 1590676.1) for error correction timelines for Essbase 11.1.2.4.

Support Link

https://support.oracle.com/knowledge/Enterprise%20Performance%20Management%20and%20Business%20Intelligence/2627593_1.html

Hyperion on-premise supported Paths to release 11.2.6

Direct updates are supported from the previous two updates.

You can move to Oracle Enterprise Performance Management System Release 11.2.6 from the following releases:

• Release 11.2.5. To move from EPM System Release 11.2.5 to Release 11.2.6, use the Apply Update option in EPM System Installer. See Applying an Update to EPM System Products in the Oracle® Enterprise Performance Management System Installation and Configuration Guide.

• Release 11.2.4. To move from EPM System Release 11.2.4 to Release 11.2.6, use the Apply Update option in EPM System Installer. See Applying an Update to EPM System Products in the Oracle® Enterprise Performance Management System Installation and Configuration Guide.

• Release 11.2.3. To move from EPM System Release 11.2.3 to Release 11.2.6, first apply the update to move to Release 11.2.4 or Release 11.2.5, and then apply the update to move to Release 11.2.6. See Applying an Update to EPM System Products in the Oracle® Enterprise Performance Management System Installation and Configuration Guide.

• Release 11.2.2. To move from EPM System Release 11.2.2 to Release 11.2.6, first apply the update to move to Release 11.2.4, and then apply the update to move to Release 11.2.6. See Applying an Update to EPM System Products in the Oracle® Enterprise Performance Management System Installation and Configuration Guide.

• Release 11.2.1. To move from EPM System Release 11.2.1 to Release 11.2.5, first apply the update to move to Release 11.2.3, then apply the update to move to Release 11.2.5, and then apply the update to move to Release 11.2.6. See Applying an Update to EPM System Products in the Oracle® Enterprise Performance Management System Installation and Configuration Guide.

• Release 11.2.0. To move from EPM System Release 11.2.0 to Release 11.2.6, first apply the update to move to Release 11.2.2, then apply the update to move from Release 11.2.2 to Release 11.2.4, and then apply the update to move from Release 11.2.4 to Release 11.2.6. See Applying an Update to EPM System Products in the Oracle® Enterprise Performance Management System Installation and Configuration Guide.

• Release 11.1.2.4. You can upgrade EPM System Release 11.1.2.4 products to Release 11.2.x. To update your existing applications, you deploy EPM System Release 11.2.x software on a new machine and then migrate EPM System Release 11.1.2.4.xxx artifacts (such as applications, metadata, and security) and data to the new deployment. See Upgrading EPM System in the Oracle® Enterprise Performance Management System Installation and Configuration Guide.

Compatibility

EPM System supports the Oracle Enterprise Performance Management System product versions listed in the Release Compatibility tab in the Oracle Enterprise Performance Management System Certification Matrix . This matrix is posted on the Supported Platforms Matrices page on OTN:

https://www.oracle.com/middleware/technologies/bi-foundation/hyperion-supported-platforms.html

Hyperion on-premise 11.2.6 released - July 2022

 Release 11.2.6 includes the following new features:

• Certification of SQL Server 2019.
• Removal of Oracle Essbase Studio from EPM System Installer.
• Automation of the process of uninstalling or updating Fusion Middleware patches as needed during Apply Update.
• Delivery of updated HTTP client.
• Support for any identity management product that supports header-based authentication.
• Certification of Oracle Hyperion Planning Release 11.2.x with OGNL 3.2.18.
• Documentation of database password change procedure in the Oracle Enterprise Performance Management System Deployment Options Guide.

Profitability and Cost Management New Features

• "Enable Native ML Application" REST API. The "Enable Native ML Application" REST API has been generalized to enable any native application, including detailed and Standard native applications, and it has been renamed in the REST API Developer's Guide as "Enable Native Application".

• "Create ML Application Using Native Method" REST API. The "Create ML Application Using Native Method" REST API has been generalized to create any native application, including Standard and Detailed native applications, and it has been renamed in the REST API Developer's Guide as "Create Application Using Native Method". The API has been expanded to accept new parameters needed for Standard and Detailed applications.

Planning New Features

• Support for Custom Grid Spread. Planning now supports custom grid spread functionality, accessible from the Grid Spread dialog box.

Migration path from HFM on-premise to FCCS Cloud

 On-premises Financial Management

The on-premises instances that you are migrating to cloud must be on the latest available patch.

You can migrate the following releases of Oracle Hyperion Financial Management applications to Financial Consolidation and Close:

• Releases of 11.1.2.3

• Releases of 11.1.2.4

Migrate Hyperion Financial Management Metadata and Artifacts to FCCS Cloud

 You use the EPM Cloud Migration Accelerator to migrate Oracle Hyperion Financial Management artifacts and data to Financial Consolidation and Close. This tool, and supporting documentation, is available from Oracle Support.

To download the EPM Cloud Migration Accelerator and documentation:

1. From a browser, navigate to Oracle Support and sign in.
2. Search for document 2420798.1. The search feature is at the top right corner of the page.
   HFM To EPM Cloud Migration Accelerator (Doc ID 2420798.1) is displayed.
3. Click the EPM Cloud Migration Accelerator (ECMA) link in ACTIONS.
4. In Patch Details, click Download.
5. In File Download, click p28352563_111240_Generic.zip and save it to a local directory.
6. Using a third party utility such as 7-Zip, extract the contents of p28352563_111240_Generic.zip.
7. Open User Documentation within the directory where you extracted p28352563_111240_Generic.zip.
8. Use the instructions in the following documents to migrate Financial Management metadata, data, and artifacts.

   • Migrating to EPM Cloud from Hyperion Financial Management (HFM).pptx, which presents an overview of the migration process.

   • Whitepaper - HFM to EPM Cloud - 18 08-V5.docx, which contains step-by-step migration instructions.

   • EcmaUserGuide.docx, which explains how to use the EPM Cloud Migration Accelerator.

HFM to EPM Cloud Migration Utilities

 Utility 1: The EPM Cloud Migration Accelerator (ECMA) is a utility designed to facilitate the migration of metadata from Hyperion Financial Management (HFM) to Financial Consolidation and Close Cloud Service (FCCS). This utility can be downloaded via My Oracle Support (MOS) as Patch 28352563: EPM CLOUD MIGRATION ACCELERATOR.

Actions:

1. Download Patch 28352563, which contains the EPM Cloud Migration Accelerator (ECMA), ZIP and README files
2. Review the technical brief on migrating artifacts (included under the "UserDocumentation" folder in the ZIP file)
3. Review the sample applications created using ECMA (included under folders: "HFM_SAMPLE_EXPORTS" "FCCS_Skeleton_Apps" in the ZIP file)
4. Review the FAQ section below

 FAQ:

1. What is the current version of HFM to EPM Cloud Migration Accelerator (ECMA)?
   1. V 1.0
2. Does ECMA support previous versions of HFM ?
   1. Currently we support 11.1.2.3.XXX and 11.1.2.4.XXX ONLY. If you are on prior versions please upgrade HFM to latest versions first.
3. Does ECMA conform to the CLOUD release cycle?
   1. No, ECMA will be released via MOS as changes are needed

 

Utility 2: The Financial Reporting Migration Tool (FRMT) is a utility designed to facilitate the migration and conversion of Financial Reports from Hyperion Financial Management (HFM) to Financial Consolidation and Close Cloud Service (FCCS) report formats. This utility can be downloaded via My Oracle Support (MOS) as Patch 29228721: FINANCIAL REPORTS MIGRATION

Actions:

1. Download Patch 29228721, which contains the Financial Reporting Migration Tool ZIP and README files
2. Review the User Guide on migrating reports (included under the "01 README" folder in the ZIP file)
3. Review the example reports converted using FRMT (included under the “04 Examples” folder in the ZIP file)
4. Review the FAQ section below

 FAQ:

1. What is the current version of the referenced utilities?
1. V 1.0
2. Do the utilities support previous versions of HFM ?
1. Currently we support 11.1.2.3.XXX and 11.1.2.4.XXX ONLY. If you are on prior versions, please upgrade HFM to latest versions first.
3. Do the utilities conform to the CLOUD release cycle?
   1. No, they will be released via MOS as changes are needed

Oracle EPM Digital Assistant - Kscope21

 

Hyperion 11.1.2.x supported migration paths to Release 11.2.x

 Here is a good read from Oracle !

You can move to Oracle Enterprise Performance Management System Release 11.2.x from Release 11.1.2.4.xxx, including Release 11.1.2.4.700 and Release 11.1.2.4.900. You must be on the latest patch for your release.

Table 7-1 Supported Paths to Release 11.2.x

Upgrade From	Upgrade To
Release 11.1.2.4.xxx, including Release 11.1.2.4.700 and Release 11.1.2.4.900	Release 11.2.x
For Oracle Hyperion Financial Close Management, you can upgrade only from Release 11.1.2.4_253+.	Release 11.2.x
For Oracle Hyperion Financial Data Quality Management, Enterprise Edition, you can upgrade only from Release 11.1.2.4.220. Note that PSU .220 is included in Release 11.1.2.4.700 and Release 11.1.2.4.900.	Release 11.2.x

https://docs.oracle.com/en/applications/enterprise-performance-management/11.2/hitis/upgrading_supported_paths_104x71f89913.html

Oracle EPM Data Integration roadmap

 EPM Data Integration - Roadmap 2021 and beyond

HFM 11.2 highlights from Kscope21

 Kscope21 highlights

Oracle FCCS - What are some key features ?

 FCCS customers currently get the following functionality:

• Robust consolidation features
  • Intercompany Eliminations – Includes default Intercompany Eliminations
  • Journals with Workflow – Includes journal capabilities with configurable workflow
  • Currency Translation – Default currency translation uses PVA method for Flow activities and VAL method for Balance activities
  • Built-in Foreign Exchange/Currency Translation Adjustment Calculations – Automatic calculation of Foreign Exchange on Opening Balance and Movements for each balance sheet account, along with automated Currency Translation Adjustment calculation
  • Automated Cash Flow Reporting – The movement dimension provides automated cash flow reporting through hierarchies and system calculations that require no further rules
  • Multi-GAAP Reporting – Prebuilt functionality includes reporting for Local GAAP and IFRS with the ability to add additional GAAPs for reporting'
  • Detailed Data Source Tracking – Using a dimension for tracking sources of data, including Data

• Data management capabilities for integration with source systems
• Workflow support for the close process
• Audit controls for all activities
• Reporting, monitoring, and analysis via web and Microsoft Office

Oracle Essbase 21.2

 

Release 21.2.0.0.0- May 2021

Here’s an overview of new features, enhancements, issues, patches, other changes, and version information for this independent deployment version.

New Features and Enhancements

• Improved Rule File Editor features for Dataloads and Dimbuilds
  • Enhanced Preview data capabilities while defining rules files from any source (file, Datasource, or ODBC/OCI)
  • Easy selection of members for mapping source columns to Essbase outline
  • Improved navigation capabilities while defining mappings and properties for each field
• Enhanced Jobs user interface for consistency with Rule File Editor changes - consistent experience for Datasource type usage between rule file editor and jobs execution for those rules
• Enhanced Cube Designer features - ability to edit and execute calc scripts from structured Excel workbooks

Version Details

• Patches certified with this release::
  • 28186730 - OPatch 13.9.4.2.5 for FMW/WLS 12.2.1.3.0 and 12.2.1.4.0
  • 32253037 - WebLogic Patch Set Update 12.2.1.4.201209
  • 31544353 - ADR for WebLogic Server 12.2.1.4.0 July CPU 2020
  • 32124456 - Coherence 12.2.1.4.7 Cumulative Patch
  • 31676526 - RCU Patches for ADB
  • 30540494 - RCU Patches for ADB
  • 30754186 - RCU Patches for ADB
  • 31666198 - OPSS Bundle Patch 12.2.1.4.200724
  • 32357288 - ADF Bundle Patch 12.2.1.4.210107

Patching

See Patch and Restore for patching instructions.

Bug Fixes and Known Issues

For defects fixed and known issues in Oracle Essbase, see https://support.oracle.com/rs?type=doc&id=2735146.1

Set up the infrastructure to deploy Oracle Modern Risk and Finance Applications

 https://docs.oracle.com/en/solutions/ofsaa-oci/index.html#GUID-E759A41F-2B67-4687-A2DD-2DD7419964CE

Architecture

This reference architecture shows the infrastructure required to deploy Oracle Modern Risk and Finance applications in the cloud.

The middleware tier, application tier, and database tier are in separate private subnets, which can be accessed through a bastion host. External access to the applications is through a public load balancer. Every tier has redundant resources distributed in different fault domains, ensuring a highly available application environment across the stack.

EPM Automate for Oracle Enterprise Performance Management Cloud and Setting up Daily Replication

 To replicate an environment, you use EPM Automate to copy the artifact snapshot created during the daily maintenance from the primary environment to the secondary environment.

Oracle performs routine maintenance on each environment on a daily basis. During this service maintenance, Oracle creates a maintenance snapshot by backing up the contents of the environment (existing data and artifacts, including user and role assignments from the identity domain).

To setup daily service replication:

1. Create a script file that contains the following EPM Automate commands. This script replicates the application snapshot from the primary environment to the secondary environment.

   Note:

   Be sure to change the user name, password file, identity domain names, and service URLs. For information on creating an encrypted password file, see the encrypt command.

REM Sign in to the secondary instance

epmautomate login serviceAdmin secondaryPassword.epw secondary_URL secondaryDomain

REM Delete the existing artifact snapshot

epmautomate deletefile "Artifact Snapshot"

REM Copy the snapshot from the primary instance

epmautomate copysnapshotfrominstance "Artifact Snapshot" primaryPassword.epw primary_URL primaryDomain

REM Sign out of the secondary instance

epmautomate logout

2. Using a scheduler; for example, Windows Task Scheduler, schedule the execution of the script file so that it runs two hours from the beginning of the maintenance window.

3. Set identical Maintenance Window start time on both the primary and secondary environments. See Setting Service Maintenance Time in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators for more information.