Backstage PassLesser-Known Features for Easier HFM Management

November 8, 2017

Chris Barbieri

About The Groupie

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• Contributor to global Oracle EPM community• Hyperion Financial Management• Hyperion Enterprise

• 20 years of Hyperion Experience• Customer / administrator

• Micro Control

• Hyperion Enterprise

• Employee• Hyperion pioneer consultant on HFM

• Hyperion Sr. Product Issues Manager

• Partner• HFM Practice Leader

• EPM System Architect

• Thought leader in HFM application and system design and performance

and music FANATIC!!!

Chris Barbiericbarbieri@finit.com

Keep dreaming!

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Leader in Oracle Hyperion Solutions

Consolidation Administration

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• Central place for managing Hyperion Financial Management (HFM) applications• Secured module accessible from Workspace

• Provides information about HFM’s operation• System Messages

• Running Tasks

• Users on System

• Task Audit

• Data Audit

• Insights

• Configure and tune the application settings

• Manage applications• Create, Modify, Copy (Import)

• Control access (more on this later…)

Gain Access to Consolidation Administration

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Financial Management Administrator

Financial Management Application Creator

• Must have at least one of these Shared Services roles to see these menu items:

HFM Application Administrator

I get nothin’

Hide Modules You Won’t Use

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• Simplify the user interface by removing modules you don’t use.

• Only “closes the door” but does not change the code

• Not securable – applies to everyone

• Easily re-enabled later

• During app creation…

11.1.2.3+

Application Creation Wizard

Hide Modules You Won’t Use

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• …or afterward

• Can load this information too

• Click Save

• All users log out then back in

Hide Modules You Won’t Use

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Admin Mode

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• Prevent ALL users from getting into the application• Everyone must be out when you do this

• Why would I need this?• Duplicate or Copy the application

Admin Mode

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• When any user tries to log in

• Disable Admin mode to let users back in

Enable/ Disable Connections

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• Allows for SOME users to get in while others are locked out• Useful (but not necessary) for metadata or other application changes

Enable/ Disable Connections

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Disable Connections Enable Connections for Admin Only Enable Connections for All Users

Non-administrators

Administrators

All UsersAll Users

Auditing and Logs

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• Consolidation Administration >• System

• System messages

• Audit• Task Audit

• Data Audit

• Also available from within HFM app

• Shared services auditingChris Barbieri +1 VIP

OrBackstage log

HFM logs

Task Audit

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• Not configurable

• Captures 55 key tasks, but not everything

Rules Load Journal Entry Logon Failure Unpost Transactions

Rules Scan Journal Retrieval Logoff Delete Invalid Records

Rules Extract Journal Posting Metadata Scan Data Audit Purged

Consolidation Journal Unposting Data Scan Task Audit Purged

Chart Logic (Calculate) Journal Template Entry Extract Data to Database Export Post All Transactions

Translation Metadata Load Extract Data to Database Schema Delete Unpost All Transactions

Custom Logic Metadata Extract Transactions Load Delete All Transactions

Allocate Member List Load Transactions Extract Unmatch All Transactions

Data Load Member List Scan Document Attachments AutoMatch by ID

Data Extract Member List Extract Document Detachments AutoMatch by Account

Data Entry Security Load Create Transactions IC Matching Report by ID

Data Retrieval Security Scan Edit Transactions IC Matching Report by Acct

Data Clear Security Extract Delete Transactions IC Transaction Report

Data Copy Logon Post Transactions

Page 55 HFM User Guide

Data Audit

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• Data load/input changes to <Entity Currency> and <Entity Curr Adjs>

• Be careful of the volume: reload a number three times = 3 records in the audit log

Use for accounts NOT loaded from FDMEE

• Enabled in Metadata• Account

• ScenarioCalculations are not captured

Shared Services Auditing

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• Must be a Shared Service Administrator

• Disabled by default: Enable this in Production

• Suggest capturing everything EXCEPT Authentication• Or this could get large and not useful

Shared Services Auditing: Security Reports

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Default View

Detailed View

HFM System Messages

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• Not configurable

• Understanding messages is a rich topic in itself…• It’s getting better all the time

• Pay attention to these messages

• Manage the log sizes (new feature coming your way soon!)Need tuning?

Web based copy app utility: Import Application

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• One-time configuration• Configure Linked Servers for SQL Server

• https://docs.oracle.com/cd/E57185_01/HFMAG/ch02s16s02.html

• Or Database Link for Oracle databases• https://docs.oracle.com/cd/E57185_01/O

HFMA/app_odblink.htm#OHFMA-applications_660

• Consolidation Administration > Import Application• Select link (configured above)

• Admin Mode is enabled

• About the same as previous HFM Copy App Utility

All users must be out of the source AND target applications

Use Admin Mode

Rules Profiler

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• Module to measure rule performance• By Rule

• Entity

• Must be on 11.1.2.4.200+

• EnableRulesProfiling for the application• Consolidation Administration > Settings > Actions >

Override…

• Change from “0” to “1” for the selected application. Save this (Apply and Close).

Sound Profiler

Modify the Rules File

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• At the beginning of each subroutine add• HS.StartProfilerTimer "SubroutineName", 0,"CallingSubroutine",””,””

• At the end of each subroutine add• HS.EndProfilerTimer "SubroutineName","CallingSubroutine",””,””

• First parameter works well as the subroutine or rule name.

• The second parameter is 0 for now, and will have a future, non-zero purpose.

• The next three string parameters are also placeholders for future features.

Sample Profile

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Cumulative elapsed time in

milliseconds

By Rule By Entity

Application Settings

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Pre-11.1.2.4 these were in the Windows server registry

See Appendix A in the HFM Admin Guide

Insights

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• Seems slow… is the server busy?

Drill in by clicking on this icon

Drill in

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• Okay, so it is busy…

• Now what?• Be patient: highly

recommended!

• Or…

Restart the Application

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An administrator can do this without direct access to the servers!• Everyone MUST be out and all activity must be complete

This just in! Application Statistics

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Table (row) Count

• Addition to Insights

• 11.1.2.4.205 - July

This just in! Application Statistics

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Data Row Count

After Party: Application Year Update

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• Consolidation Administration > Applications

• Right-click on an application > Modify

Extend years in an existing application

You cannot change anything else

Click “Modify Application”

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• Should not take long – just a few minutes

• Log back in and you will see more years available

• HFM has had this feature since 4.0

• Was added to the web in 11.1.2.2

• Windows utility still available

Miracle Ticket: Additional Utilities

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• Oracle doesn’t include all of the utilities from 11.1.2.3 with 11.1.2.4

• Oracle provides them in the 11.1.2.3.702 PSU, PSE 22323578.• Download p22323578_11123000_MSWIN-x86-64.zip, unzip it, and

you’ll see them:• \22323578\files\products\FinancialManagement\Utilities

• Copy contents of that folder to any 11.1.2.4 server and these utilities should work

11.1.2.4

11.1.2.3

General Admission: Member Properties

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• Available for all users in web

• Right-click on any member• POV selector

• Grid rows/columns

• Not available in Smart View

How cool is that?!

Please Visit Us

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