Oracle® Hyperion Enterprise Performance Management Architect, Fusion Edition

Release 11.1.2.0.000 Patch Set 1 (PS1): 11.1.2.1.000

Readme

Purpose. 2

Required Post-Installation Patch. 2

New Features. 2

New Features for 11.1.2.1. 2

New Features for 11.1.2. 4

Installation Information. 5

Supported Platforms. 5

Supported Languages. 5

Supported Paths to this Release. 5

Defects Fixed in this Release. 6

General 6

Financial Management 9

Planning. 9

Profitability and Cost Management 9

Essbase. 9

ERP Integrator. 10

File Generator. 10

Batch Client 11

Known Issues. 11

General 11

Financial Management 12

Profitability. 13

Essbase. 13

Planning. 13

Documentation Updates. 14

Accessing EPM System Product Documentation. 14

Enterprise Performance Management Architect Administrator's Guide. 14

Enterprise Performance Management Architect Batch Client User's Guide. 16

Copying and Pasting Code Snippets from PDFs. 16

Accessibility Considerations. 17

 

Purpose

This document includes important, late-breaking information about this release of Performance Management Architect. Review this Readme thoroughly before installing Performance Management Architect.

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Required Post-Installation Patch

After the installation and configuration of this patch set, you must install Performance Management Architect patch 11804477. This patch provides an important fix to defect number 11799602, listed in Known Issues.

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New Features

For new features relating to installation, architecture, and deployment changes in this release, see “New Features” in the Oracle Hyperion Enterprise Performance Management System Installation Readme.

The following sections describe new features for Performance Management Architect.

New Features for 11.1.2.1

Consolidation of the Temporary directory to a Single Location

In previous releases, Performance Management Architect used a directory for temporary files, external to the Hyperion Home or Oracle Home directory. This temp directory contains artifacts like Job Console attachments and other Performance Management Architect files.

In release 11.1.2.1, the Performance Management Architect temp files are stored in the appropriate Oracle Home directory location. Typically, the temporary directory is: %EPM_ORACLE_INSTANCE%\tmp.

Consolidation of Performance Management Architect Services

In previous releases, Performance Management Architect had five Windows services for the Dimension Server:

·         Process Manager

·         Job Manager

·         Event Manager

·         Engine Manager

·         .Net JNI Bridge

For Release 11.1.2.1, the first four processes have been combined into one Dimension Server process, called "Hyperion EPMA Server." .Net JNI Bridge is no longer exposed as a service. It is still a separate process that is controlled by the "Hyperion EPMA Server" service.

Note: There are two additional services, which are separate from the Dimension Server. (Hyperion EPMA Web tier – Web Application and Hyperion EPMA Data Synchronizer – Web Application)

Improved consistency of the Member Selector

The Member Selector dialog boxes appear in a variety of locations throughout Performance Management Architect. In Release 11.1.2.1, you will notice improved consistency throughout.

Deployment History

Performance Management Architect now has a Deployment History feature that administrators can use to review information relating to the lifecycle of an application.  These deployment history details include:

·         The deployment history displays in the Job Console and provides a history for the last 10 deployments.

·         The deployment history shows the date, time, deployment status (success/failure), and deployment comments.

·         The administrator can view the deployment XML by clicking the Export Details link in the Job Console.

·         Ability to purge the deployment history and clean up the logs by removing jobs in the Job Console.

Note: To view the application deployment history, you must have specific roles assigned in Shared Services. For additional information, see the Oracle Hyperion Performance Management Architect Administrator’s Guide.

Application Diagnostics

A variety of new test cases have been added to the Application Diagnostics feature. Some of the new test cases include diagnosing:

·         Invalid deployment information

·         Instances where an application is deployed in Performance Management Architect, but is also a Classic application in the product

·         Instances where an application is deployed in Performance Management Architect, but is not appearing the product

Data Synchronization

Enhanced data load options are available when you synchronize applications. Data load options are based on the type of target EPM application specified. Supported data load options:

·         For Financial Management applications —Merge, Replace, Accumulate, and Accumulate in Source for merge and replace options

·         For Essbase and Planning applications —Overwrite, Add, and Subtract

Import Enhancements

Creating import profiles has been simplified. Improvements include:

·         Improved merge and replace behavior

·         Improved property array updates

·         Improved source-to-target property mapping behavior

·         The IsPrimary column in the flat file determines the member import action of “Merge as Primary” or “Merge as Shared.”

·         The ability to reorder existing members based on the selection of the Merge to Top or Merge to Bottom option.

Transforming Classic Applications to Performance Management Architect

In previous releases, you can move Classic applications by selecting Navigate > Administer > Application Upgrade.

In Release 11.1.2.1, this feature has been renamed. To access the wizard, select Navigate > Administer > Transform Classic to EPM Architect.

New Features for 11.1.2

Performance Management Architect Application Administration

Improved Support for Essbase Applications

Performance Management Architect now supports:

·         Essbase application upgrade to Performance Management Architect

·         Performance Management Architect smart list to Essbase text list support

·         Oracle Essbase ASO applications as a source for data synchronizations

·         The ability to modify performance settings for dense and sparse dimensions.

·         The ability to modify the sort order by entering a new sort order in the Reorder Children dialog box.

·         Support for Dynamic Time Series (DTS) on the period dimension in BSO cubes.

·         Improved validations for Essbase ASO and BSO applications

·         Essbase outline improvements, including:

o    Named generations and levels

o    Typed measures

o    Date format

o    Format string (MDX Syntax)

Note: Essbase varying attributes are not supported in this release.

Application Troubleshooting Support

In some cases, the state of a Performance Management Architect application may become out of sync with the Dimension Server, object repository, or target Enterprise Performance Management product. This may occur for various reasons and you can now run the new application diagnostic feature to check for application inconsistencies.  Issues identified may either be fixed manually or automatically by selecting the appropriate resolution option.

Financial Management Copy Application Utility

Oracle Hyperion Financial Management now supports the ability to select a Performance Management Architect application using the Financial Management Copy Application Utility. Users can copy the application in two different ways:

1.    Select an existing Performance Management Architect Financial Management application. This method copies the application to the target system and results in a Classic application. The user can then upgrade the Classic application to Performance Management Architect using the Performance Management Architect upgrade feature.

2.    Migrate the Performance Management Architect Financial Management application using Lifecycle Management, and then use the Financial Management Copy Application Utility to move the data.

Support for Public Sector Planning and Budgeting

You can create Oracle Hyperion Public Sector Planning and Budgeting applications using the same process as you would to create Oracle Hyperion Capital Asset Planning and Oracle Hyperion Workforce Planning applications.

Additional Performance Improvements

Performance Management Architect supports an increase in the size of member domains in the Dimension Library and Member Selector. If you have expanded a dimension with a large number of members, you can now collapse the parent instead of manually scrolling up to find the parent and click [-].

Enhanced Support for Profitability and Cost Management

·         Updated validations on Oracle Hyperion Profitability and Cost Management applications.

·         Support for duplicate members across dimensions, and this will facilitate the ability to load data via Performance Management Architect with the data synchronization feature where these duplicate members exist.  Note: You can load data into a Profitability application in previous releases as long as these types of duplicate members do not exist.

Improved Concurrency

Significant improvements have been made when copying dimensions, synchronizing dimensions, deploying applications, and comparing applications.

Performance Management Architect Batch Client

·         Batch client supports login through a proxy.

·         You can now login using single sign on (SSO) such as Oracle Access Manager.

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Installation Information

Late-breaking information about installation of EPM System products is provided in the Oracle Hyperion Enterprise Performance Management System Installation Readme. Review this information thoroughly before installing EPM System products.

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Supported Platforms

Information about system requirements and supported platforms for EPM System products is available in a spreadsheet format in the Oracle Hyperion Enterprise Performance Management System Certification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on the Oracle Technology Network (OTN) and listed in the Oracle Business Intelligence product area:

http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html

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Supported Languages

Information about supported languages for EPM System products is available in a spreadsheet format on the Translation Support tab in the Oracle Hyperion Enterprise Performance Management System Certification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on OTN (listed in the Oracle Business Intelligence product area):

http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html

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Supported Paths to this Release

You can upgrade to EPM System Release 11.1.2.1 from the following releases:

Note: For instructions to upgrade, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide, “Upgrading EPM System Products.”

Release Upgrade Path From

To

11.1.2.0.x

11.1.2.1

Note that when moving from Release 11.1.2.0.x to Release 11.1.2.1, you use the "Apply Maintenance Release" option in EPM System Installer, instead of following the documented upgrade procedures.

11.1.1.3.x

11.1.2.1

9.3.3.x

Note: If you were using Performance Management Architect Release 9.3.1, you can download the Performance Management Architect Release 9.3.3 from My Oracle Support.

11.1.2.1

 

An environment that includes multiple releases, which can include an environment with one instance of Shared Services or an environment with two instances of Shared Services

See “Upgrading from an Environment with Multiple Releases” in the "Upgrading EPM System Products" chapter in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.

 

Notes:

·         If you are starting from Release 9.2.x, Oracle recommends the following upgrade path: 9.2.0 to 9.2.1 to 11.1.2.1

·         If you are starting from Release 9.3.x, Oracle recommends the following upgrade path: 9.3.0 to 9.3.1 to 9.3.3 to 11.1.2.1

·         If you are starting from Release 11.1.1.x, Oracle  recommends the following upgrade path: 11.1.1.0 or 11.1.1.1 or 11.1.1.2 to 11.1.1.3 to 11.1.2.1

·         If you are starting from an earlier release, Oracle recommends that you upgrade to the highest level release that directly supports upgrade from your starting release.

·         Security Synchronization between Essbase and Shared Services was removed in Essbase Release 9.3, starting with Release 9.3.1.4.1. Essbase and Shared Services Release 11.1.1.3, however, still synchronize security information. For this reason, if you are using Essbase Release 9.3.1.4.1, 9.3.1.5, 9.3.1.6, or 9.3.1.7, you must first upgrade all products to Release 9.3.3, as recommended above. Upgrading to Release 11.1.1.3 is not an option for these Essbase releases.

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Defects Fixed in this Release

General

Defect Number

Defect Fixed

• 10348720, 10253142

Data synchronization improvements are needed.

• 10299409

Unable to redeploy a duplicated Performance Management Architect application.

• 10279270

The Dimension Library requires the user to perform frequent refreshes while finding a member.

• 10255198

Unable to import groups for the "Dimension Reader" and "Dimension Writer" user roles.

• 10244851

Performance Management Architect should provide a user-configurable option to set the Maximum memory for JVM.

• 10244831

Incorrect value is passed to JVM in NetJNIBridge for Hyperion.home.

• 10211686

Lifecycle Management exports should export users and groups by name instead of ID.

• 10190300

Problems can occur if there are global properties for shared members that are exported.

• 10161528

Data synchronization tasks between Financial Management and Planning applications fail.

• 10150423

Unable to access the Dimension Library after regenerating the SSO encryption key.

• 10144722

If you create a numeric attribute dimension in an application and then add
values or members that have numbers after the decimal place, an error occurs when you validate the application.

• 10112721

Application languages created from the Financial Management profile are not upgraded to Performance Management Architect.

• 10098020

Unable to create a Performance Management Architect data source using a JDBC URL.

• 10066135

An *.ads dimension import creates an account dimension as dense when defined as sparse.

• 10060114

Data synchronization jobs hang at 80% when an internal error is encountered.

• 10057987

The error message needs to be improved when importing duplicate members.

• 10025173

Shared dimensions' attribute validation fails under certain conditions.

• 10008906

In Performance Management Architect when using the "Select Top Members" on the "Account" dimension of a Planning application, the order of the members added to the dimension is changed. In addition, when the Planning application is deployed to Planning and Essbase, the order of the members in the Account dimension also change.

• 9964412

Unable to start the Dimension Server with an Oracle RAC URL.

• 9916107

Unable to add a shared member to a specific parent.

• 9903706

A confirmation dialog box is needed when a users attempts to move a member in the Dimension Library.

• 9895876

Lifecycle Management exports incorrectly export the overrides for property descriptions.

• 9862706

Data synchronizations between Financial Management and a multicurrency Planning application fail and the synchronization hangs at 80%.

• 9841021

Unable to synchronize dimensions to the Shared Library.

• 9840389

A Performance Management Architect error occurs when attempting to synchronize between the Shared Library and a local application.

• 9832186

Unable to download transaction log activities in Performance Management Architect.

• 9804285

Request for the ability to create both ASO and BSO Member Formulas on members
in the Shared Library.

• 9792849

The dimension order is changed when migrating Performance Management Architect folders and files using Lifecycle Management.

• 9773196

The Performance Management Architect database Cleanup Utility does not complete as expected.

• 9761794

When a user attempts to delete an application that is already tagged as
waiting for deletion, an error message is posted in the Job Console. This error message has misspellings.

• 9752471, 9769769

When performing a replace option, the replace does not delete unwanted members.

• 9727480

When deploying an application from Performance Management Architect, the dimension name description is not deployed and the field is blank.

• 9703755

A dimension is merged instead of replaced when it is moved to another parent.

• 9703749, 9649548

The default member alias does not get updated in Performance Management Architect when importing from interface tables.

• 9703336

Performance Management Architect load processes do not honor the record sequence in staging tables.

9655109

The Performance Management Architect load process does not the honor record sequence in the staging table.

• 9563701

A member that has been previously selected does not appear when editing an existing filter.

• 9543863

Request to add the data aggregation function for data synchronizations.

• 9369687

The Execute, Validate, Save, and Insert mapping icons on the Data Synchronization – Dimension Mapping page do not display in Fire Fox.

 

• 9346454

When users press F2 to modify a member formula, changes are not saved as expected.

• 9215296

Performance Management Architect interface tables do not include the sort order column.

• 9149604

When upgrading a Performance Management Architect schema from 9.3.1.3 to 11.1.1.3, the process continues to run.

• 9142685

When choosing a security class for an entity, there is no ability to sort the security classes in the Member Selector.

• 9109714

The synchronization status is not changed if the order of the members is changed.

9073951

Cannot validate a migrated Performance Management Architect application from 9.3.1 to 11.1.1.3.

• 8917815

In Internet Explorer, when you click the Import Results link the following error is displayed: org.xml.sax.SAXParseException: Character reference "&#x6" is an invalid XML

• 8636931

Date sorting is not working as expected in the Import Dimensions dialog box.

• 8557332

When upgrading, updates to the Dimension Library master view are not reflected in the application.

Financial Management

Defect Number

Defect Fixed

• 10161699

An Alias change on ICP Entities stops application validation.

• 8499040

Performance Management Architect allows the deployment of Consolidation applications with no ICP or Value dimension.

• 9654578

Consolidation application deployment fails in some cases.

Planning

Defect Number

Defect Fixed

• 10098258

Unable to redeploy custom Time Periods in a Planning application after migrating to the application to Performance Management Architect.

• 10178763

Smart List labels are not available.

• 10203000

Unable to deploy business rules for Planning applications.

• 9080669

When you delete a Planning Application from the Application Library in Performance Management Architect, any rules that you created using Calculation Manager are not deleted from the Calculation Manager database.

• 9280259

The start month should be validated for quarterly and custom time periods in Planning applications.

• 9916214

Text data for Planning should be surrounded in double quotes.

• 9924196

Smart List values are not displayed as expected.

Profitability and Cost Management

Defect Number

Defect Fixed

• 9878366

Profitability application deployments fail with a partially deployed state.

• 9450899

Dimension performance settings cause a dimension sequence validation failure.

• 9286647

The StandardCost and StandardRevenue measures are created in the wrong location in the Measures dimension, causing calculation errors in Essbase.

Essbase

Defect Number

Defect Fixed

• 10404119

Essbase Studio Server can now handle deployment, without timing out, of Essbase applications from EPM Architect where the accounts dimension is particularly large (for example, containing more than 2,000 members).

• 10278443

In Essbase applications deployed from EPM Architect, if any accounts dimension member contained a single quote or apostrophe (such as in a member named “KPI's”) on the EPM Architect side, Essbase Studio failed to deploy the application to Essbase. Essbase Studio now properly handles these member names.

10134994

Data synchronizations from Financial Management to Essbase do not synchronize Year to Date.

• 10194095

Dimension aliases are deployed to Planning and Essbase during an initial deployment, but are not deployed on subsequent deployments.

• 9149819

On the Account dimension, the time balance property is set in a manner that is inconsistent between Planning and Essbase.  The Planning property value has a related Essbase property value that should be transposed during the creation of the deployment document. 

• 9213256

Performance Management Architect should have a validation to enforce setting the Account dimension to Dense. Essbase does not support attributes for the Account dimension and in some cases, attributes are not deployed to the Essbase outline properly.

• 9321197

When implementing period members related to a Date Time Series definition, the order from the input ADS file is not preserved when saved to the dimension in Performance Management Architect, and a validation error occurs.  To work around this problem, manually fix the order in Performance Management Architect, and then redeploy.

• 9324047

Proper validations in Performance Management Architect may not occur when assigning the Typed Measure Enabled property at the application level and the Type property at the dimension level. These validations are performed when deploying the application to Essbase. Currently, you can only assign the Type property for the Account dimension members. For information on typed measures, see the Oracle Essbase Database Administrator's Guide.

• 9434192

In Essbase ASO applications, the dimension solve order overwrites the member solve order after deploying the application.

• 9659585

Synchronization fails when an Essbase application is Unicode.

• 9691057

Essbase ASO application deployment status continually shows "Pending."

• 9712316

Unable to deploy Essbase applications.

• 9877981

Currency options in Performance Management Architect are not transferring to Essbase.

ERP Integrator

Defect Number

Defect Fixed

• 10220898

ERP Integrator MemberValidforPlanx property values are not inherited in the import process into Performance Management Architect.

 

File Generator

Defect Number

Defect Fixed

• 9756662

The File Generator does not handle UDA dimensions correctly.

• 9660739

The File Generator adds an "SL_" prefix to Smart List dimensions.

• 9139044

The File Generator does not accept “Master” when exporting to the Shared Library.

Batch Client

Defect Number

Defect Fixed

• 10221660

The Batch Client return code -1 is displayed after a successful validation.

• 9444903

Importing dimensions from interface tables does not require the user to set the file name, even though the Batch Client requires users to set file name.

• 9436322

The Batch Client reports success, even though errors are displayed in the Job Console.

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Known Issues

The following issues are noteworthy known issues of this patch.

General

Defect Number

Known Issues

11799602

Unable to update the property values for shared dimensions in applications.

Note: To successfully import member property overrides, you must install Performance Management Architect patch 11804477. This patch is mandatory. If do you not apply this patch, shared dimension member properties are not overridden correctly when imported into an application.

10278796, 10297577

It is not possible to delete an application in a "Migrate Pending" status.

10205393, 9723902

Performance Management Architect does not detect duplicate aliases if the case differs.

11073557

When using McAfee antivirus, some versions of Internet Explorer 7 and Internet Explorer 8 may not show the links from source to destination dimensions on the Data Synchronization page. To work around this problem, see https://kc.mcafee.com/corporate/index?page=content&id=KB70810

10422880 

When trying to compare an upgraded application, the following error is displayed in the Dimension Server:
[CompareApplicationToDeployedJob] ERROR Exception occurred in the DAL.  Error
Message: 'Timeout expired.  The timeout period elapsed prior to completion of
the operation or the server is not responding.'

If this error is displayed during an application validation or compare to a deployed application operation, increase the command time out in the bpma_server_config.xml and attempt the operation again.

10355151

Users may experience intermittent errors related to Oracle database connectivity.

10314331

Selecting a top member in the Dimension Library may result in all members disappearing.

10262036

When using the File Generator, associations between base dimension members and attribute dimension members are not created. The generated *.ads file uses the
dimension name instead of the property name for the association property header.

10255318

Validation errors may occur in Performance Management Architect when deploying business rules to Planning or Financial Management applications.

10222243

Parameters are not translated when creating taskflows.

10211548

A validation error occurs in Calculation Manager when utilizing UDAs in a business rule.

9861650

When a user attempts to delete a member of a dimension that is referenced by an associated property value, an error occurs and the user is unsure how to correct the problem.

9840860

A warning message stating that the property mapping is incomplete via interface table imports is needed.

9687522

In the Application Library, the application type that displays in the Summary area is not translated.

9482948

When adding a member formula in the Shared Library, the following error is displayed when trying to insert a function:

"Application 'Master' not found (null)."

9123608

Performance Management Architect allows the entry of a negative number for the increment value of a Smart List ID.  These IDs should be increasing in value, and the user interface should not allow the entry of a negative number for the increment value.  Users should not enter negative numbers as the increment value for Smart List IDs.

8851017

In some cases, the member name is invisible in the Grid Editor.

8581754

When a profile is created in data synchronizations between two Planning applications, the user with only “Run Integration” privileges can create filters and save the profile.

8330766, 8422066, 8422053

Errors occur when importing into the Shared Library when a parent is written in a case-insensitive manner.

7675626

Job attachments, job details, and job actions are not translated as expected.

7343630

You may encounter issues using the Grid Editor with the intercompany dimension (ICP). Dynamic members from the Entity dimension will not display in the member selector or the grid.

7197941

In the Dimension Library, change the menu item "Description" to "Alias."

 

A rename in Performance Management Architect for an Essbase application creates a new member in the target application on deployment, rather than a rename of an existing member in the target application. However, if the user deploys the application from Performance Management Architect and selects the metadata refresh option, then the target outline will be replaced with the Performance Management Architect outline, and it will effectively look like a replace has been performed.

 

If you are using Windows Server 2003 Service Pack 1 with Performance Management Architect products, your system may experience an abnormal shutdown. To prevent this, install the update from Microsoft by going to: http://support.microsoft.com/kb/923996/.

Financial Management

Defect Number

Known Issues

10195804 

After duplicating a Consolidation application, users cannot add, remove, or delete members from the Period dimension in the new application. This should be allowed in a Consolidation application that has never been deployed.

To work around this problem and modify the Period dimension, export and import using Lifecycle Management.  

8214409

Data synchronizations do not pull data from Financial Management for some cases where the parent.child relationship is not specified in the filter on the entity dimension.  To work around this problem, fully qualify the member name within the brackets with [parent.child] [parent adj] or [elimination].  

7429202

Reordering child members is not supported for generated dimensions, such as ICP, View, Value, ICP and Alias in Consolidation applications. If you attempt to reorder system generated dimension children members the validation will fail upon deployment. Changes to those members will need to be reverted before attempting to validate the application.

Profitability

Defect Number

Known Issues

11704366

When redeploying Performance Management Architect Profitability applications, the taskflow remains active and does not complete. To work around the issue, redeploy the application via the Application Library.

 

Essbase

Defect Number

Known Issues

11064171

Users are required to have the CPADMIN security role to deploy Performance Management Architect applications.

9446683

When Essbase is configured in EUROPEAN locale (when the decimal separator is other than DOT), data exported from ASO application is not imported correctly into target applications. Similarly, data imports into Essbase applications will not function correctly.

9133420

When defining member formula in Performance Management Architect Essbase applications, quotes at the beginning and end need to be escaped with '\'.

9128846

Currently, after an Essbase application is initially deployed, users must be manually provisioned to that application to allow a redeploy.  Please provision the user with the role that will allow the redeployment of the application. 

8984354

The Measures and Allocation Type dimensions lose system members in Essbase applications.

Planning

Defect Number

Known Issues

10082345, 10033681

Not all currency codes are displayed in the Performance Management Architect application creation wizard.

11681595

Security settings may differ between a Performance Management Architect application and the deployed application in Planning. In Performance Management Architect, the "Apply Security" option is enabled for the Element and Employee dimensions, whereas it is disabled in the Classic application. To work around this problem, if you do not want security on these dimensions, disable it in Performance Management Architect and redeploy the application.

9532032

When re-associating an existing Planning application with another Planning cluster, the deploy summary's "Instance Name" property is not reflecting the cluster change and still displays the old cluster and instance name.

9394450

When deploying an application, the following error message displays, even though the application deploys successfully: "No baseline was found for transaction 20325".

8609135

Performance Management Architect should display a warning message when deploying a Planning application if the Create Outline or Refresh Outline option is selected. This operation will delete the existing cube in Essbase and recreate the cube. If data exists in Essbase, it will be deleted as part of this operation, and you should be aware that this will occur.

7429430

Planning uses the DimensionAlias property for deploying dimensions, including Smart List dimensions. When you create a Smart List, you must select System (not Planning) from the drop-down list and set the DimensionAlias property to match the DimensionName; otherwise, a member’s association to the Smart List is lost during deployment. The Performance Management Architect drop-down list for Smart List in the Property grid displays the DimensionName for the Smart List dimension, not the DimensionAlias property.

7344357

Planning application validation fails when only the Period dimension is local.

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Documentation Updates

Accessing EPM System Product Documentation

The most recent version of each EPM System product guide is available for download from the Enterprise Performance Management System Documentation area of the OTN Web site (http://www.oracle.com/technology/documentation/epm.html). For faster access to the documentation, you can also use the Enterprise Performance Management Documentation Portal (http://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.html) which also links to EPM Supported Platform Matrices, My Oracle Support, and other information resources.

Deployment-related documentation is also available from the Oracle E-Delivery Web site (http://edelivery.oracle.com/EPD/WelcomePage/get_form).

Individual product guides are available for download on the Oracle Technology Network Web site only.

Enterprise Performance Management Architect Administrator's Guide

The following sections describe important updates to the Enterprise Performance Management Architect Administrator's Guide.

Upgrade Considerations

For information about property changes and new validations that were introduced in Release 11.1.2.1, see the latest Enterprise Performance Management Administrator's Guide on the OTN Web site (http://www.oracle.com/technology/documentation/epm.html). The updated Administrator's Guide includes default property changes and new validations to show a comparison from the following releases to Release 11.1.2.1:

o    Release 9.3.3

o    Release 11.1.1.3

o    Release 11.1.2

Post-Upgrade Tasks

After upgrading Performance Management Architect to Release 11.1.2.1, the SortOrder and IsPrimary column are not present in the upgraded interface tables. You need to manually create the SortOrder and IsPrimary columns in Performance Management Architect interface tables after the upgrade.

Dimension Associations

The following note should be considered when associating dimensions.

Note: It is impossible to create an association from a shared dimension to a local dimension. If you attempt to create this association, this would result in errors in the downstream products. 

Importing Dimensions

The "Importing Dimensions" chapter refers to importing dimension readers and writers using *.ads files.  The examples in the documentation refer to object IDs, whereas the examples should use names. For example:

group1@Native Directory
group2@Native Directory
user3@Native Directory

Troubleshooting Data Synchronizations

To verify your data after a data synchronization completes:

3.    Navigate to: %EPM_ORACLE_INSTANCE%\config\EPMA\DataSync\

For Example:

C:\Oracle\Middleware\user_projects\epmsystem1\config\EPMA\DataSync\

4.    Using a text editor, open dme.properties.

5.    Uncomment the following debug lines by removing leading #.

preTranslationProcessingClass=com.hyperion.awb.datasync.custom.
FileBasedRowLogger preTranslationProcessingClass.outputFile=preTransOut.txt

postTranslationProcessingClass=com.hyperion.awb.datasync.custom.
FileBasedRowLogger postTranslationProcessingClass.outputFile=postTransOut.txt

createDebugFiles=true
debugSampleSize=1000

6.    Save and close dme.properties.

7.     Restart the Hyperion EPM Architect Data Synchronizer – Web Application service.

8.     Execute the data synchronization.

These changes generate log files to the temporary directory. If you see the dme.log under the standard Web Logic server folder it should have path to the temporary directory.  Typically, the temporary directory is: %EPM_ORACLE_INSTANCE%\tmp.

For debug files that are created in a directory with unique ID in the temporary directory. The files are created in the temporary directory with a unique ID appended as a suffix:  _preTransOut and _postTransOut.

Note: Performance may be affected due to additional logging.

Multi-Currency Data Synchronizations between Financial Management and Planning

Currently the Performance Management Architect Administrator's Guide states:

When mapping Financial Management to Planning, it is expected that the Value dimension in Financial Management be mapped to HSP_Rates in Planning and a Default member "Local" should be assigned to the Currency dimension.

The required mapping to transfer the source Financial Management <EntityCurrency> value to the respective target Planning Entity, is:

Source Application

Target Application

Value Dimension

HSP_Rates Dimension

<EntityCurrency>

#Missing

 

When mapping the <EntityCurrency> value to HSP_Rates, you are unable to use the Pick Member dialog box to select the #Missing value. You must enter the #Missing value manually to ensure an error-free synchronization to transfer the multi-currency data.

Based on the above mapping, the source currency data value is transferred to the target HSP_InputValue and HSP_InputCurrency retains the currency of the target entity. This ensures that during currency translation the appropriate multi-currency amounts get calculated based on the exchange rates defined within the Planning application.

Essbase ASO and BSO Deployments

When redeploying Essbase ASO or BSO applications, if dimensions were deleted or the dimension order was changed since the last deployment, then you should select the Full Deploy option in the Deploy dialog box so that the dimensions and the sort order are correctly loaded into Essbase.

Consolidation Application Names

The Performance Management Architect Administrator's Guide indicates that Consolidation application names must not contain any special characters and no more than 10 characters, no spaces, and cannot begin with HFM, HSV, HSX, or a number. However, when Performance Management Consolidation applications are named with non-ASCI characters between 6 to 10 characters length, an error occurs when deployed. Consolidation application names can have up to 10 bytes in length.

Member Query Functions Used by the Data Synchronizer

Users should disregard the "hierarchy" and "inclusive" parameters in syntax examples in the Member Query Functions Used by the Data Synchronizer appendix. For example, the syntax for Parent should be Parent (member-name) and not Parent (member-name, hierarchy, inclusive).

Enterprise Performance Management Architect Batch Client User's Guide

Currently the Performance Management Architect Batch Client User's Guide indicates that the data synchronization FileName parameter supports a UNC location. However, it only supports a file URL format.

Copying and Pasting Code Snippets from PDFs

When you cut and paste code snippets from a PDF file, some characters can be lost during the paste operation, making the code snippet invalid.
Workaround: Cut and paste from the HTML version of the document.

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Accessibility Considerations

It is our goal to make Oracle products, services, and supporting documentation accessible to the disabled community. Oracle’s Hyperion Enterprise Performance Management Architect supports accessibility features, which are described in Appendix D in the Oracle Hyperion Enterprise Performance Management Architect Administrator's Guide. The most up-to-date version of this guide can be found in the EPM System Documentation Library on the Oracle Technology Network (http://www.oracle.com/technology/documentation/epm.html).

In addition, this Readme file is accessible in HTML format.

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