Showing posts with label Hyperion. Show all posts
Showing posts with label Hyperion. Show all posts

Friday, 25 July 2014

Oracle Hyperion Financial Data Quality Management Master Note

Oracle Hyperion Financial Data Quality Management Master Note [ID 1126261.1]



Applies to:

Hyperion Financial Data Quality Management - Version: 11.1.1.0.00 and later [Release: 11.1 and later ]
Information in this document applies to any platform.

Purpose ---


The purpose of this document is to act as a quick reference for Financial Data Quality Management. 

Oracle Hyperion Financial Data Quality Management Master Note ---



EPM release 11.1.2.1.000 is now generally available---Please review the following Articles prior to installation.

Release Announcement: Document 1306738.1
EPMA Mandatory Patch: Document 1308127.1
DRM Recommended PSU: Document 1309442.1




The following links will offer specific target articles on the corresponding topics for FDM.
Link to FDM Documentation Click here

Installation and Configuration:

Document 1308568.1 How to Use the UPSShell.EXE To Launch a Custom Script for FDM
Document 1161892.1 Configuring Necessary Roles in Windows 2008 for FDM Web Server [Video]
Document 1162823.1 Enable Drill Through to FDM in a Financial Report [Video]
Document 1067430.1 Migrating an FDM Application From a System 9 Environment to a FDM version 11.1.1.0 and Higher Environment [Video]
Document 967036.1 How to setup Drill Through from Smart View into Financial Data Quality Management (FDM)
Document 728181.1 Error After Loading New Mapping to a Location. "Error While Parsing Entity Name"
Document 1052993.1 How to Setup Drill Through from Financial Management (HFM) to Financial Data Quality Management (FDM) Version 11.1.1.3
Document 816183.1 DCOM Error Message in Windows Event Viewer for Load Balance Manager or Application Server components
Document 986694.1 Export to Excel Hangs in FDM 11.1.1.3. How to Un-Register Essbase Add-In in EPM System 11.1.1.3
Document 603737.1 FDM Schema Update Error "91 - Object Variable with Block Variable Not Set"
Document 1078450.1 BULK INSERT ERROR ON IMPORT IN FDM
Document 815038.1 Cannot Publish Report to Excel for One Location
Document 951369.1 Configure and use ERPi as a Replacement to the Financial Data Quality Management EBS Adapter
Document 1052154.1 How to Leverage Multiple FDM ERPi Adapters
Document 602380.1 Setup and Configuration for HFM Audit Intersection (DrillBack) into FDM
Document 981794.1 How to Configure and Setup DrillBack from Hyperion Enterprise (HE) into Hyperion Financial Data Quality Management (FDM)
Document 882510.1 Error: "The XML page cannot be displayed" After Clicking the Validate Fish Inside of Financial Data Quality Management (FDM)
Document 739664.1 Workbench Error "2037 - Database User ID and Password are Required" for Login During Application Logon
Document 968084.1 FDM URL Link from HFM causes FDM Window to Close Unexpectedly
Document 942561.1 Setting Up Conditional Maps in FDM
Document 1101084.1 How to Set Up Essbase Adapter's Calc Script to Prevent Delete for Previous Years
Document 1114660.1 Incorrect Date in the Period Field of the Check Report
Document 800476.1 Tips for FDM Registering with Shared Services
Document 1090074.1 Failure to Create New FDM Application on 64-bit Windows
Document 780874.1 How to Verify EBS Setup for DrillBack to EBS in FDM
Document 745230.1 How to Configure FDM to Authenticate on Shared Services



Error Messages/Bugs

Document 1065546.1 FDM Error "Index Was Out of Range" in User Maintenance When Pulling Users From Shared Services
Document 603191.1 Exporting Maps as Excel, Receive "Error: ActiveX component can't create object"
Document 840319.1 Periodic data export fails loading into HFM with "No Such Member PER"
Document 963032.1 Data Access Error or "There is Invalid Cell Data" in the Logic for the type 'Function' in Financial Data Quality Management 11.1.1.3.00
Document 852117.1 "Essbase API Procedure: [EsbInit] Threw code: 1030723" When Testing Financial Data Quality Management Integration into Essbase
Document 727112.1 User Unable to Load FDM Data into HFM, Receive "Could not Authenticate the Specified User. %0"
Document 880148.1 "Cannot Create ActiveX Component" Error When Configuring the FDM WebConfig Manager
Document 973722.1 "Type Mismatch - 13" Error When Logging into a Financial Data Quality Management Application Deployed Against SharedServices
Document 597376.1 FDM Integration with HFM Error: "Server/Cluster is incorrectly configured. Please reconfigure your Cluster or Server connection
Document 1132723.1 Export To Excel error "SaveAs method of Workbook class failed" in FDM 11.1.2
Document 1073992.1 Receive Error: "Unable to cast COM object of type 'System.__ComObject' to interface type 'HSVMETADATALib.HsvMetadata'" when Integrating with HFM and FDM Installed in a 64bit OS
Document 1179495.1 Error: "HTTP Error 500.0 - Internal Server Error" Unable to Run FDM and EPM Simultaeneously on IIS7 64bit Installation
Document 1229893.1 Error: "This application is not registered with Shared Services." when trying to add a newly provisioned user to FDM
Document 1151723.1 Error: "Unable to get the user named (xxxxx) on computer or domain named (xxxxxx)! Cannot create ActiveX Component" When Running the FDM Web Config Manager Windows 2008
Document 1195948.1 FDM Import Error "Error: Invalid Option Key: Fileprompt"
Document 1118753.1 FDM Validate Error "The stylesheet does not contain a document element"
Document 780239.1 Integrating with Hyperion HFM Returns "Error At Line: 45 [Inner Except]: [Stack Trace]"
Document 1139713.1 Shared Services Provisioning Fails Error "30:1101:JNDI"
Document 597518.1 FDM Receive "ERROR: Description [Script failure caused error]: Object doesn't support this property or method Procedure clsEventHandler.PobjAPI_ImportAction" During Import
Document 757127.1 FDM Error: "Run-Time error '91': Object variable or with block variable not set" When Trying to Import XML File Via Workbench
Document 760291.1 FDM XML Import Fails with Error "An Error Occurred Importing the File: Detail: Object Variable or With Block Variable Not Set"
Document 800406.1 Error at Line 45 Browsing to the Target System in the Financial Data Quality Management (FDM) Maps

Document 862633.1 FDM Error: "Object variable or With block variable not set" During Export to Excel and Creating Locations

Document 1213783.1 Error Logging into FDM Workbench "Invalid User Name or Password, No Permission to Create or Add a New FDM Application - 2653"

Document 1053623.1 FDM Adapter Configuration Error on 64 Bit Operating System
Document 599765.1 When Exporting a Grid in FDM to Excel Receive "ActiveX component can't create object"


General Information

Document 1080315.1 How Can IIS Be Enabled for 32 Bit Applications to Run FDM 11.1.1.3.0 on a 64 bit Operating System?
Document 966752.1 Message "DATABASE/SCHEMA ALREADY EXISTS" when Creating a new Financial Data Quality Management Application
Document 604711.1 How to Setup Sticky Server between HFM and FDM
Document 739174.1 How to export the Metadata of FDM to an XML file
Document 942558.1 Where is Table Editor in FDM 11.1.1.3.00?
Document 758003.1 How to Load PERIODIC Instead of YTD Data in FDM

EPM System Defects Fixed Finder Document 1292603.1
Installation and Configuration information Click Here
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How to Configure FDM to Authenticate Against Shared Services

How to Configure FDM to Authenticate Against Shared Services [ID 745230.1]




Applies to:

Hyperion Financial Data Quality Management - Version: 9.3.1.0.00 and later [Release: 9.3 and later ]
Information in this document applies to any platform.

Goal

The following is an outline of the steps required to leverage SharedServices as an authentication mechanism for situations where only SharedServices native accounts are used. 

It is key to note that FDM releases prior to v11.1.1.2.00 do not 'integrate' with SharedServices. This article will only cover information on how to leverage the LDAP directory provider SharedServices has built-in for 'Native' accounts.

Solution

Configure Shared Services for v2 of LDAP

  1. Browse to the Shared Services directory :
    \SharedServices\x.x\OpenLDAP
  2. Open the sldap.conf file
  3. Add the following lines:
    # Added to support FDM Authentication
    allow bind_v2

Restart SharedServices Service

  1. Start -> Run -> Services.msc 
  2. Restart 'Hyperion SharedServices9 OpenLDAP'

Configure FDM LoadBalance Manager

  1. Start -> Hyperion System 9 Applications+ -> Financial Data Quality Management ->
    LoadBalance Manager -> LoadBalance Manager Configuration
  2. Choose the 'Authentication Providers' Tab
  3. Click 'Add'
  4. From the drop down choose 'LDAP'
  5. Provide/Enter a Description
  6. In the Server Name field enter the Shared-Services Server Name
  7. In the Port field enter 58089
  8. In the Directory Info Tree field enter 'DC=css,DC=Hyperion,DC=com'
  9. In the User Name field enter: 'CN=911,OU=People'
    This is the 'Admin' account for SharedServices If you want to use another user, you can use an LDAP browser to find another person to bind as and enter that CN above.
  10. In the Password/Confirm Password fields enter the password for the account
  11. Click the 'User Verification Tab'
  12. Enter a Logon Attribute 'cssDisplayNameDefault'

Test Authentication Provider

  1. Go back to the 'General' tab and click 'Logon Test'
  2. Enter a valid Shared Services UserName/Password
  3. If successful save the changes to the Authentication Provider

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Oracle Financial Services Analytical Applications (OFSAA) Product Documentation

Oracle Financial Services Analytical Applications (OFSAA) Product Documentation [ID 1073394.1]

Modified 20-DEC-2011 Type REFERENCE Status PUBLISHED

Applies to:

Oracle Financial Services Asset Liability Management - Version: 5.1 and later [Release: 5 and later ]
Oracle Financial Services Profitability Management - Version: 5.1 and later [Release: 5 and later]
Oracle Financial Services Funds Transfer Pricing - Version: 5.1 and later [Release: 5 and later]
Oracle Financial Services Analytical Applications Infrastructure - Version: 7.1 and later [Release: 7 and later]
Oracle Financial Services Profitability Analytics - Version: 5.1 and later [Release: 5 and later]
Information in this document applies to any platform.
OFSAA
OFSAAI

Purpose

Last Update: December 20, 2011

This note provides link to Oracle download site where you can find the latest installation and user guide documents for Oracle Financial Services Analytical Applications product suite.

Click link below to access the documents:
Documentation Library for Oracle's Enterprise Performance Management Suite for Oracle Financial Services Analytical Applications 5.2, Oracle Part Number E26650-01
If you are not directed to the documentation site from link above, please type in the following address to your browser:
http://download.oracle.com/docs/cd/E26650_01/homepage.htm

Scope

The link above include documentation for the following products:

Oracle Financial Services Analytical Applications Infrastructure (OFSAAI)
Oracle Financial Services Profitability Management (OFSPM)
Oracle Financial Services Funds Transfer Pricing (FTP)
Oracle Financial Services Asset Liability Management (ALM)
Oracle Financial Services Balance Sheet Planning (BSP)
Oracle Financial Services Pricing Management, Transfer Pricing Component
Oracle Financial Services Profitability Analytics (PFTBI)
Oracle Financial Services Asset Liability Management Analytics (ALMBI)
Oracle Financial Services Data Warehouse (FSDW)


Oracle Financial Services Analytical Applications (OFSAA) Product Documentation

Oracle Financial Services Analytical Applications documents:

http://download.oracle.com/docs/cd/E26650_01/homepage.htm

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How to Change the Shared Services and Registry Repository Password in Hyperion

In this Document
Goal
Solution

Applies to:

Hyperion Essbase - Version: 11.1.1.0.00 to 11.1.1.3.00 - Release: 11.1 to 11.1
Information in this document applies to any platform.
Checked for relevance on 03-08-2010
Goal

How to Change the Shared Services and Registry Repository Password?
Solution

To change the password for the Shared Services and Registry repository:

1. Using the database administration Console, change the password of the user account that was used to
configure the Shared Services database.

2. Stop all the EPM System Web applications and services and processes.

3. Start EPM System Configurator, and under the Foundation tasks--> select Configure Database.

4. On the "Shared Services and Registry Database Configuration" page, select Connect to a
previously configured Shared Services database.

5. Keep the existing database and user, then enter the new password.

6. Continue the configuration, and click Finish when you are done.

7. Restart the Web applications and services and processes.
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HOW TO FIND THE SHARED SERVICES REGISTRY

In this Document
Goal
Solution
References
Applies to:
Hyperion BI+ - Version: 11.1.1.0.00 to 11.1.1.3.00 - Release: 11.1 to 11.1
Information in this document applies to any platform.
Goal

How do I find the Shared Services Registry in Enterprise Performance Management System 11 Console?
Solution
You can find the Shared Services Registry under Application Groups in the Shared Services Console (/interop).
The following menu navigation will get you there:

    Shared Services console > Application Groups > Foundation > Deployment Metadata > Shared Services Registry

You must navigate and expand to the lowest level in a particular branch of the
hierarchy tree before you can highlight and 'right click' to
EXPORT or IMPORT a particular SS Registry Key for editing.
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How to Update Database Connection in Shared Services Registry Using the EPMSYS_REGISTRY.bat Utility


How to Update Database Connection in Shared Services Registry Using the EPMSYS_REGISTRY.bat Utility [ID 1212454.1]
Modified 19-SEP-2011 Type HOWTO Status PUBLISHED   
In this Document
Goal
Solution
HOW TO CHANGE PRODUCT DATABASE CONNECTION DETAILS USING EPMSYS_REGISTRY.BAT

Applies to:

Hyperion Financial Management - Version: 11.1.1.1.00 to 11.1.2.0.00 - Release: 11.1 to 11.1
Hyperion Planning - Version: 11.1.1.1.00 to 11.1.2.0.00 [Release: 11.1 to 11.1]
Information in this document applies to any platform.
Goal

This is a guide by example on how to directly update a product-specific database connection in the
EPM registry using the command line utility EPMSYS_REGISTRY.bat.
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UpdateNativeDir Utility

Update Native Dir Utility

What is the UpdateNativeDir utility used for?

This utility is used to update external user and group identities in the Hyperion Native Directory for those


objects that have moved in the external directory.The data related to all the external providers in the search
 order is synchronized.

This utility is used also delete user and group entries from the Hyperion Native Directory that cannot be located in
 the external directory. User and group information such as membership, provisioning, cache will be deleted from
 Native Directory if the user or group is not found in the external providers.

Where can the UpdateNativeDir utility be installed from?

Its located in HYPERION_HOME/Common/ Utilities/SyncOpenLDAPUtility directory

When is a user or group deleted from Hyperion Native Directory?

When a user is actually removed from external directory OR
External provider is removed from search order of CSS.xml

When is a user or group updated in the Hyperion Native Directory?

If the user is moved from one OU to other and the new OU is configured in CSS.xml.

When is a user or group not updated or deleted in the Hyperion Native Directory?

If any provider of the user/group type is not reacheable due to communication problems OR
There are no changes to the user.

How to run the UpdateNativeDir?

To run this utility, make sure that JAVA_HOME in updateNativeDir.bat (or .sh) is modified so that it points to
 a value Java Runtime.

Run the script provided (UpdateNativeDir.sh or UpdateNativeDir.bat) giving absolute path of CSS.xml as argument. Ensure
 that all the required jar files and dll files are located in lib/bin folder.

Usage:
-Windows:
updateNativeDir.bat -cssLocation D:\CSS.xml [-options]
-Unix:
updateNativeDir.sh -cssLocation /vol1/CSS.xml [-options]


where options include:
-cssLocation - Required. Absolute path to the location of the CSS.xml configuration file
-nodelete - Optional. When provided the utility will not delete any users/groups from Native Directory.
The users/group that will be deleted is listed in the CSSMigration-Deleted*.log log file
-noprompt - Optional. Silent mode operation. No manual key press needed. Can be used for scheduled jobs.
-noupdate - Optional. When provided the utility will not update any users/groups in Native Directory.
The users/group that will be update is listed in the CSSMigration-Update*.log log file
-doprovider - Optional. When provided the utility will also perform Provider Migration.



Examples:

File Path with out options :
updateNativeDir -cssLocation D:\CSS.xml

File Path with options :
updateNativeDir -cssLocation D:\CSS.xml -noprompt -nodelete

HTTP Path with out options:
updateNativeDir -cssLocation http://hss_machine_name:port_number/
interop/framework/getCSSConfigFile

HTTP Path with options :
updateNativeDir -cssLocation http://hss_machine_name:
port_number/interop/framework/getCSSConfigFile -noprompt -nodelete

What are the logs generated by this Utility?

4 log files will get created under "\updateNativedir\logs" folder each time the utility is run.
If utility unable to create in the above mentioned folder due to any reason, it will get created under
"$TMP\Hyperion-logs" or "%TEMP%\Hyperion-logs" folder each time the utility is run.

Files created:

CSSMigration-Ambiguous_.log

CSSMigration-Deleted_.log

CSSMigration-Updated_.log
CSSMigration-Ignored_.log


WARNING: Provisioning data will be lost for any providers that are not listed on console.

The data related to all the external providers in the search order is synchronized. User and group


information such as membership, provisioning, cache will be deleted from Native Directory if
 the user or group is not found in the external providers.

After this utility is run, we need to restart HSS so that the cache is refreshed and the data updated. The
 other option is to wait for cache to refresh.
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