What's in the Box?: An Intro to HFM System Utilities


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Ever wanted to add years to an HFM application without rebuilding it? How about extract the task or data audit information? Want to copy extended analytics templates from one user to another? Oracle ACE Chris Barbieri walks through more than half a dozen very useful utilities that actually ship with HFM that you may not be aware of.

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What's in the Box?: An Intro to HFM System Utilities

  1. 1. What’s In The Box?An Intro to HFM System Utilities Chris Barbieri Practice Director #Kscope
  2. 2. Utilities Application Upgrade Application Year Update Audit Extract Copy Application Error Log Viewer Extended Analytics Template Copy Open Command Line Window Rule MigratorC:OracleMiddlewareEPMSystem11R1productsFinancialManagementUtilities #Kscope
  3. 3. Financial ManagementUtility Reference● Documentation! #Kscope
  4. 4. 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 #Kscope
  5. 5. Connect to New Environment● Copy the 9.3.3 database (HFM schema) to environment ● Versions prior to 9.3.3 must first upgrade to 9.3.3● Connect to and list existing applications #Kscope
  6. 6. Converts apps not in format● 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 #Kscope
  7. 7. Errors● Read the log file ● C:OracleMiddlewareu ser_projectsepmsyste m1diagnosticslogsup gradesHFMApplication Upgrade.log● Common ● Run out of temp space ● Connection failures ● Bad copy● Correct and retry #Kscope
  8. 8. 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● Configurable dimensions ● No migration utility until #Kscope
  9. 9. Application Year Update● Extends the last year available ● Cannot add years in the beginning ● Cannot remove years ● Can work with older versions of HFM #Kscope
  10. 10. 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 you must create one ● Select an application #Kscope
  11. 11. Increment Years #Kscope
  12. 12. Heed Warnings #Kscope
  13. 13. Before and After #Kscope
  14. 14. 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 #Kscope
  15. 15. Can I Query the Tables?● Task Audit, not straightforward ● Contents are stored in XML ● Keyed by internal codes ● C:OracleMiddlewareEPMSystem11R1 productsFinancialManagementUtilities HFMAuditExtractSchemaDefs.xml● Data Audit easier ● Several joins for metadata and user #Kscope
  16. 16. Run Audit Extract Utility● Select UDL and application● Extract options:Option ActionNo Action Do nothing for this table – assumes you choose only one tableExtract Only Exports converted contents to delimited fileTruncate Only Truncate table – no date filters, simply drops all contentsExtract, then First generate file, then truncate tableTruncate #Kscope
  17. 17. Date Parameters for Extract● Check start and end dates #Kscope
  18. 18. Location for Extract● Select location from server’s perspective ● Interactive user’s rights for share● View results ● Log ● Extract file(s) #Kscope
  19. 19. Open in Excel● TaskAuditExtract_Comma_04222012.csv #Kscope
  20. 20. #@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 : ??? #Kscope
  21. 21. 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 #Kscope
  22. 22. Copy Classic Application ● Must shut down both source and target! ● Do not copy across WAN ● Monitor RDBMS performance ● Especially Transaction and Redo log #Kscope
  23. 23. Copy App (Cont’d)● Select a UDL file for source ● Create in● Select Source application● Select UDL for target ● Suggest copying it to source server ● Watch the UDL file names● Name the target application #Kscope
  24. 24. 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 #Kscope
  25. 25. Copy Advanced Options● Advanced Options tab ● Determines workload options on database server● Database Options ● Control individual tablespace options● Data Tab ● Very interesting… #Kscope
  26. 26. 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 #Kscope
  27. 27. Copy App Issues● Confirm and GO● Log: C:OracleMiddlewareEPMSystem11R1logshfm #Kscope
  28. 28. 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 #Kscope
  29. 29. 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 #Kscope
  30. 30. 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 #Kscope
  31. 31. Extended AnalyticsTemplate Copy● Templates stored in appname_USERPARAMS ● binary data table, by user #Kscope
  32. 32. Copy from Admin to JoeCool ● User needs “Extended Analytics” role to use template ● … and metadata Class access #Kscope
  33. 33. Run Utility● Select source ● UDL file & Application ● User ● Template(s)● Select target ● Application ● User ● “Delete” to overwrite● Check log and Finish #Kscope
  34. 34. Voila!● JoeCool sees template ● … upon next return to module #Kscope
  35. 35. Open Command LineWindow● CopyApp, AuditExtract, RulesMigrator support command line for batch processing ● EPMA does too!● Documented C:OracleMiddlewareEPMSystem11R1 productsFinancialManagementUtilities Launcher.html #Kscope
  36. 36. Bonus: HFMToolbox.exe● Previously known as HFM Utilities● Not listed in user Start Menu ● C:OracleMiddlewareEPMSystem11R1 productsFinancialManagementUtilities ApplicationToolboxHFMToolbox.exe● Win32 interface #Kscope
  37. 37. Launch HFM Toolbox● Log in, select application● Choose default file location #Kscope
  38. 38. Application Info ● Shared Members ● Between parents within a dimension● Base Member Compare ● Really useful! ● Duplicates Below Parent ● Is a member double counted? #Kscope
  39. 39. Application Info● Statistics ● Interesting, but lacks context #Kscope
  40. 40. View Metadata● Great for visualizing hierarchies with attributes #Kscope
  41. 41. View Metadata in Excel● Export to CSV● Really useful to review structures ● For EPMA all users can see on-line however #Kscope
  42. 42. Rules Migrator● Migrate from classic mode *.RLE file to Calc Manager *.XML #Kscope
  43. 43. Rules Migrator OptionsOption Behavior CommentUse component Places conditions inside formula Recommend leaving offlevel conditions objects, rather than in conditions outside themSeparate Separate component per comment Best structureComponents line in .RLE fileMulti-block ONE component with multiple OK if there are severalcomponent blocks of calculation statements related calculations that based on the comments are similarSingle block ONE component with single blocks Like multi-block, exceptcomponent of calculation statements: no how comments are separation based on comments. handled #Kscope
  44. 44. Questions?Chris Barbiericbarbieri@ranzal.comNeedham, MAUSA+1.617.480.6173www.ranzal.com #Kscope