Hyperion Planning application migration using LCM for older releases

Good Day,

During my LCM migration from 11.1.2.2 to 11.1.2.4, i came across some interesting links.  Sharing it below.

This is for Classic application in Planning.

Release	Migrating Oracle Hyperion Planning Applications	Migrating Oracle Hyperion Planning Applications - Data (Note: Downloads a Zip file)
11.1.2.4	http://docs.oracle.com/cd/E57185_01/EPMMP/epm_migrate_planning_app.html	http://docs.oracle.com/cd/E57185_01/epm_migrate_planning_app_data.zip
11.1.2.3	http://docs.oracle.com/cd/E40248_01/epm.1112/epm_migrate_planning_app/epm_migrate_planning_app.html	http://docs.oracle.com/cd/E40248_01/epm.1112/epm_migrate_planning_app_data.zip
11.1.2.2	http://docs.oracle.com/cd/E17236_01/epm.1112/epm_migrate_planning_app/epm_migrate_planning_app.html	http://docs.oracle.com/cd/E17236_01/epm.1112/epm_migrate_planning_app_data.zip

HFM 11.1.2.4 and patch set level

Ever wonder where to look for the product/patch level for Hyperion installed products...there is a file on the Foundation server which can tell you this.

Navigate to your Oracle Home folder, like below.  We are looking at HFM here and once you navigate to the common folder, you will see the product_version.xml file

Below is a snapshot of HFM version/patch set level

Smartview and Private Connections - On Premise vs Cloud

Below is a list of Smartview private connections for On-Premise vs Cloud options.  Servername:Port will be your server, setup by your IT or Consulting partner.

On-Premises:

• Financial Management:
  • Financial Management 11.1.2.4.x and later:

    http(s)://servername:port/hfmadf/../hfmadf/officeprovider

  • Financial Management 11.1.2.3.x and earlier:

    http(s)://servername:port/hfmofficeprovider/hfmofficeprovider.aspx

• Hyperion Enterprise:

  http://servername:port/heofficeprovider/heofficeprovider.aspx

• Planning:

  http(s)://servername:port/HyperionPlanning/SmartView

• Essbase:

  http(s)://servername:port/aps/SmartView

• Reporting and Analysis:

  http(s)://servername:port/raframework/browse/listXML

• Financial Close Management:

  http://servername:port/fcc/servlets/smartview/fcmsvservlet

• Oracle Hyperion Strategic Finance:

  http://servername:port/StrategicPlanning/SmartView

• Oracle BI EE:

  http://servername:port/analytics/jbips

Cloud

• Planning for Oracle Planning and Budgeting Cloud Service

  http(s)://servername:port/HyperionPlanning/SmartView

• Reporting Settings

  http(s)://servername:port/raframework/browse/listXML

• Enterprise Performance Reporting

  http(s)://servername:port/epm/SmartView

Manage User Preferences globally in 11.1.2.4

Now you can manage user preferences globally in 11.1.2.4 Workspace settings.

Login as Admin in Workspace
Click on Navigate, Administer, Workspace Settings, Manage Preferences

Then select the user id that you want to setup the preferences for

Search for your user id and then move to the right side

Click on Next

Select your default screen that you would like to see, in my case I am going to select the Planning Vision Application

Settings are saved.  Now logout and then login to validate

HFM Tuning for MaxDataCacheSizeInMB

One HFM setting that i have come across during 11.1.2.4 performance testing is the MaxDataCacheSizeInMB

I had to adjust this in order to have optimal performance for my HFM applications and user experience.  The settings is now changed within Workspace.  

Navigate to Administer > Consolidation Administration > Admin Tasks > Settings

Below is what i had setup as Default settings of 4500.  Update to 30000 now.

My release level is 11.1.2.4.100

Hyperion 11.1.2.x and EPM products logging level settings

During our 11.1.2.4 config, we had to update the logging.xml file for our Hyperion products.  Some settings that we came across helped us with troubleshooting Hyperion issues.

Below is the navigation path and what each setting means:

1 - Navigate to your Oracle Home Middleware location.  In my case i have it on my E drive
E:\Oracle\Middleware\user_projects\domains\EPMSystem\config\fmwconfig\servers

Then navigate to the product that you want to apply the settings for, such as:

Shared Services and EPM Workspace -> FoundationServices
Essbase Administration Services -> EssbaseAdminServices
Provider Services -> AnalyticProviderServices
Reporting and Analysis Framework -> RaFramework
Financial Reporting -> FinancialReporting
Financial Management -> FMWebServices
Planning -> Planning

1. Open logging.xml file in a text editor such as Notepad
2. Scroll down to the section starting with <loggers>
3. Change NOTIFICATION to any of the following logging levels.  NOTE, you will need to restart the services for the product that you are making changes to the settings.

Message Type	Level	Description
INCIDENT_ERROR	1	A serious problem that may be caused by a bug in the product and that should be reported to Oracle Support.  Examples are errors from which you cannot recover or serious problems.
ERROR	1	A serious problem that requires immediate attention from the administrator and is not caused by a bug in the product.  An example is if Oracle Fusion Middleware cannot process a log file, but you can correct the problem by fixing the permissions on the document.
WARNING	1	A potential problem that should be reviewed by the administrator. Examples are invalid parameter values or a specified file does not exist.
NOTIFICATION	1	A major lifecycle event such as the activation or deactivation of a primary sub-component or feature.  This is the default level for NOTIFICATION.
NOTIFICATION	16	A finer level of granularity for reporting normal events.
TRACE	1	Trace or debug information for events that are meaningful to administrators, such as public API entry or exit points.
TRACE	16	Detailed trace or debug information that can help Oracle Support diagnose problems with a particular subsystem.
TRACE	32	Very detailed trace or debug information that can help Oracle Support diagnose problems with a particular subsystem.

Hyperion HFM upgrade to 11.1.2.4 and changes in Log File and Processes

Going thru an upgrade from 11.1.2.2 to 11.1.2.4 HFM and we noticed certain log files location have changed and the HFM services/processes also look different now.

See below of what we discovered:

• Financial Management - Located in: EPM_ORACLE_INSTANCE/diagnostics/logs/hfm
  • xfm.odl.<APPLICATION_NAME>.log — Financial Management Application Server core activity (per application)
  • oracle-epm-fm-hsx-server.log — Financial Management Java Serverlog
  • oracle-epm-fm-bi-publisher.log — Logs for Financial Management to BI Publisher interaction
  • oracle-epm-fm-hsx-registry.log — Logs for Financial Management to Shared Services Registry interaction
  • oracle-epm-fm-lcm-client.log — Logs for Financial Management to Lifecycle Management interaction
  • SharedServices_Security.log — Logs for Financial Management to Shared Services Security API interaction
• FinancialManagement Web Application - Located in: MIDDLEWARE_HOME/user_projects/domains/EPMSystem/servers/HFMWeb0/logs/hfm  AND MIDDLEWARE_HOME/user_projects/domains/EPMSystem/servers/HFMWeb0/logs/
• oracle-epm-fm.log — Financial Management Java web application activity
• oracle-adf.log — Financial Management ADF logs
• HFMWeb0.log — Financial Management domain logs
• HFMWeb0diagnostic.log — Financial Management domain diagnostic logs
• oracle-jrf.log — Financial Management JRF logs

The Windows processes of HFM application server for 11.1.1.3.x to 11.1.2.3.x used to be:

• HsxService.exe
• HsxServer.exe
• CASSecurity.exe 
• HsvDatasource.exe

Now with HFM 11.1.2.4.x we noticed this:

• HyS9FinancialManagementJavaServer_instanceName 
  
• HyS9FinancialManagementWeb_instanceName
• XFMDatasource.exe

You will notice this in your Windows Task Manager, when you start the services.