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What’s In The Box?

An Intro to HFM System Utilities

Chris Barbieri Practice Director

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Utilities

Application Upgrade

Application Year Update

Audit Extract

Copy Application

Error Log Viewer

Extended Analytics Template Copy

Open Command Line Window

Rule Migrator C:\Oracle\Middleware\EPMSystem11R1\

products\FinancialManagement\Utilities

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Financial Management Utility Reference

● Documentation!

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Application Upgrade

● Has been included with HFM in almost every

release since 2.0

● Used to convert the HFM application database

structure to the new version

● Adds columns, tables

● Adds default values for new fields

● Prior to 11.1.2.x this can be found under \Server

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Connect to New Environment

● Copy the 9.3.3

database (HFM

schema) to 11.1.2.1

environment

● Versions prior to 9.3.3

must first upgrade to

9.3.3

● Connect to 11.1.2.1

and list existing

applications

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● Leaves converted apps alone

● Can use Copy App Utility to re-copy if needed ● Then re-convert

● Time to convert varies greatly ● Size is key factor

● Prior version

● Hours to days

Converts apps not in 11.1.2.1 format

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Errors

● Read the log file ● C:\Oracle\Middleware\u

ser_projects\epmsystem1\diagnostics\logs\upgrades\HFMApplicationUpgrade.log

● Common ● Run out of temp space

● Connection failures

● Bad copy

● Correct and retry

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What Changes?

● 4.1 (System 9) Shared Services

● 9.2 Phased Submission

● 9.3.1 Support for EPMA

● 9.3.3 redesigned User information

● 11.1.1 Calc Manager & EPMA enhancements

● 11.1.2 Phased Submission Start Year & Line

Item Detail

● 11.1.2.2 Configurable dimensions

● No migration utility until 11.1.2.2.1

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Application Year Update

● Extends the last year available

● Cannot add years in the beginning

● Cannot remove years

● Can work with older versions of HFM

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Add Years

● Shut down HFM on ALL application servers

● Stop Hyperion Financial Management Service

● Use Windows Task Manager to terminate:

● CASSecurity.exe (one)

● HsxServer.exe (one)

● HsvDataSource.exe (one or more)

● Launch utility

● Select UDL file

● Beginning with 11.1.2.1 you must create one

● Select an application

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Increment Years

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Heed Warnings

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Before and After

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Audit Extract

● Extract data and task audit logs

● Stored in appname_TASK_AUDIT and

appname_DATA_AUDIT tables

● Oracle recommends < 500,000 rows

● Can be millions of rows

● Financial Management Audit Database Table

Maintenance [ID 749887.1] for SQL script to do

this

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Can I Query the Tables?

● Task Audit, not straightforward

● Contents are stored in XML

● Keyed by internal codes

● C:\Oracle\Middleware\EPMSystem11R1\

products\FinancialManagement\Utilities\

HFMAuditExtractSchemaDefs.xml

● Data Audit easier

● Several joins for metadata and user

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Run Audit Extract Utility

● Select UDL and application

● Extract options:

Option Action

No Action Do nothing for this table – assumes

you choose only one table

Extract Only Exports converted contents to

delimited file

Truncate Only Truncate table – no date filters, simply

drops all contents

Extract, then

Truncate

First generate file, then truncate table

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Date Parameters for Extract

● Check start and end dates

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Location for Extract

● Select location from

server’s perspective

● Interactive user’s

rights for share

● View results

● Log

● Extract file(s)

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Open in Excel

● TaskAuditExtract_Comma_04222012.csv

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#@RID@#80?

● Internal task ID lookup bugs

● Strange Characters are Displayed Within ''Users

on system'' Module in a Financial Management

Application [ID 1369727.1]

● ''#@RID@#19'' : Smart View

● ''#@RID@#66'' : Task Flows

● ''#@RID@#80'' : ???

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Copy Application

● Official documentation ● Financial Management Application Copy Utility [ID 968956.1]

● Copy

● Between environments

● Dev to Prod

● Between HFM versions – then run Schema Upgrade

● Different RDBMS – from SQL Server to Oracle

● In same environment

● Rename an application

● Classic

● EPMA

● Target will be converted to Classic

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Copy Classic Application

● Must shut down

both source and

target!

● Do not copy across

WAN

● Monitor RDBMS

performance

● Especially

Transaction and

Redo log

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Copy App (Cont’d)

● Select a UDL file for source

● Create in 11.1.2.1

● Select Source application

● Select UDL for target

● Suggest copying it to source

server

● Watch the UDL file names

● Name the target application

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Copy Basic Options

● Copy Data

● Omit for shell & objects only

● Omit Task Audit, Data Audit

● Avoid this

● Avoid cluster settings

● Contain server specific information

● Recommend dropping target

tables before copy

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Copy Advanced Options

● Advanced Options tab

● Determines workload options on database server

● Database Options

● Control individual tablespace options

● Data Tab

● Very interesting…

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Options: Data Tab

● Select years

● Not advisable due to roll-

forwards

● Select scenarios

● Very useful to omit unused

data sets

● Omit invalid records!

● Type 1 vs 2

● Omit records with zeros

● For all 12 periods

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Copy App Issues

● Confirm and GO

● Log: C:\Oracle\Middleware\EPMSystem11R1\logs\hfm

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Register New Application

● Copy is at database level

● Register with Shared Services ● Navigate > Administer >

Classic Application Administration > Consolidation Administration > Register Application

● Close, then Refresh

● Provision users to new application

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Documented Issues

● MS SQL Server

● Possible incorrectly created target application indexes

● Fixed with Index Update utility provided in Oracle

patch 8523209

● Oracle databases

● Dropped sequences if application name is part of

another application name (Comma– Comma11)

● Utility must be run from HFM application server

● Fixed in 11.1.2.2

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Error Log Viewer

● Interpret system messages stored

● Windows Application Events (DCOM user)

● HsvEventLog.log file

● HFM_ErrorLog table

● Like Task audit, messages stored in XML

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Extended Analytics Template Copy

● Templates stored in appname_USERPARAMS

● binary data table, by user

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Copy from Admin to JoeCool

● User needs “Extended Analytics”

role to use template

● … and metadata Class access

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Run Utility

● Select source

● UDL file & Application

● User

● Template(s)

● Select target

● Application

● User

● “Delete” to overwrite

● Check log and Finish

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Voila!

● JoeCool sees template

● … upon next return to module

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Open Command Line Window

● CopyApp, AuditExtract, RulesMigrator support command line for batch processing

● EPMA does too!

● Documented C:\Oracle\Middleware\EPMSystem11R1 \products\FinancialManagement\Utilities\ Launcher.html

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Bonus: HFMToolbox.exe

● Previously known as HFM Utilities

● Not listed in user Start Menu

● C:\Oracle\Middleware\EPMSystem11R1\

products\FinancialManagement\Utilities\

ApplicationToolbox\HFMToolbox.exe

● Win32 interface

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Launch HFM Toolbox

● Log in, select application

● Choose default file location

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Application Info

● Shared Members

● Between parents

within a dimension

● Base Member

Compare

● Really useful!

● Duplicates Below Parent ● Is a member double

counted?

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Application Info

● Statistics

● Interesting, but lacks context

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View Metadata

● Great for visualizing hierarchies with attributes

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View Metadata in Excel

● Export to CSV

● Really useful to review structures

● For EPMA all users can see on-line however

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Rules Migrator

● Migrate from classic mode *.RLE file to Calc

Manager *.XML

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Rules Migrator Options

Option Behavior Comment

Use component

level conditions

Places conditions inside formula

objects, rather than in conditions

outside them

Recommend leaving off

Separate

Components

Separate component per comment

line in .RLE file

Best structure

Multi-block

component

ONE component with multiple

blocks of calculation statements

based on the comments

OK if there are several

related calculations that

are similar

Single block

component

ONE component with single blocks

of calculation statements: no

separation based on comments.

Like multi-block, except

how comments are

handled

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Questions?

Chris Barbieri cbarbieri@ranzal.com

Needham, MA

USA

+1.617.480.6173

www.ranzal.com