Oracle Hyperion Financial Management Readme

Oracle® Hyperion Financial Management, Fusion Edition
Readme File
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This file contains the following sections:
Purpose................................................................................................................................. 1
New Features ........................................................................................................................ 1
Translation Support............................................................................................................... 1
Installation Information........................................................................................................ 1
Configuration Options ........................................................................................................... 2
Known Issues........................................................................................................................ 3
Defects Fixed in this Release............................................................................................... 17
Documentation Updates ...................................................................................................... 21
This document includes important, late-breaking information about this release of Oracle® Hyperion
Financial Management, Fusion Edition.
It is our goal to make Oracle products, services, and supporting documentation accessible to the
disabled community. Oracle Hyperion Enterprise Performance Management System supports
accessibility features, which are described in the Appendix of the Oracle Hyperion Financial
Management Administrator’s Guide. This readme file is accessible in this release in HTML format.
New Features
See the Oracle Hyperion Financial Management New Features Guide.
Translation Support
This release supports non-English languages. The list of supported languages for all EPM System
products is included in the Oracle Hyperion Enterprise Performance Management System Certification
Matrix, posted at
Top of Document
Installation Information
This release is intended for new deployments only. Upgrading or migrating from previous EPM
System releases is not supported. In addition, products from this release are not compatible with
products and applications from previous releases.
There have been significant changes to the deployment architecture for this release. A brief
summary is provided here but for a complete list, see “New Features” and “General Installation
Information” in the Oracle® Hyperion Enterprise Performance Management System Installation and
Configuration Readme.
The EPM System directory structure has changed significantly. The default directories are
now Middleware Home and EPM Oracle Home.
EPM System Installer now installs WebLogic Server (replaces Apache Tomcat as the
embedded Java container) and Oracle HTTP Server (replaces Apache Web Server as the
embedded Web server).
The manual deployment process is greatly simplified, using the Fusion Middleware
Configuration Wizard (deployed with WebLogic) to manually deploy Web applications.
The Shared Services relational database is now used as Native Directory (replaces
OpenLDAP as the central storage for native EPM System user accounts and provisioning
The new Foundation Services Web application is deployed to one managed server and
includes these Web applications: Shared Services and EPM Workspace.
If you are using Financial Management in a load-balanced Web server environment, loading
documents, metadata, data, etc. will fail. This issue is fixed in Financial Management Release You can obtain Release from My Oracle Support at by searching for patch number 9843136 from the Patches and Updates
Configuration Options
Accessing Financial Management data-sources from Financial Reporting components installed on 64-bit
Windows environments:
The Server/Cluster Registration entries must be manually populated in the Windows Registry.
Use these steps on 64-bit Windows machines where Financial Reporting components are
After registering the Financial Management server using the Financial Management
Configuration utility, run regedit and export
HKEY_LOCAL_MACHINE\SOFTWARE\Hyperion Solutions\Hyperion Financial
Management\Client\Clusters key.
Edit the .reg file and replace HKEY_LOCAL_MACHINE\SOFTWARE\ with
HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\ and then double-click the .reg file
to import it into the Windows Registry.
You can disable detailed error messages using this procedure:
1) In the Financial Management Win32 Client machine and Application Server registry:
HKEY_LOCAL_MACHINE\SOFTWARE\Hyperion Solutions\Hyperion Financial Management
Create DWORD DisableTechnicalError
2) In the Financial Management Web Server machine registry:
HKEY_LOCAL_MACHINE\SOFTWARE\Hyperion Solutions\Hyperion Financial
Create DWORD DisableAspTechnicalErrorMessage
Set both of these keys to 0 to display the details of the technical error messages.
Set both of these keys to 1 to suppress the details of the technical error messages.
Top of Document
Known Issues
The following issues are the noteworthy known issues of this release.
When launching a page, along with the page title, the shortcut key “Alt+ Z” is read by JAWS. You
do not need to press this shortcut key after the page is loaded, although it is announced.
JAWS does not read text that already exists in the text field. The text in the text box is selected
when the focus is on the text box. Virtual PC cursor should be enabled when the focus is on a
For multiple selections, you can use the Internet Explorer keystroke SHIFT + F8. When this mode
is on, you can move up or down the list of choices and press the Spacebar to select as many items
as desired, or press Spacebar again to deselect an item.
For the screen reader to announce links and images shortcut keys, VPC must be enabled.
In certain cases, the focus goes to the top of the Financial Management content area when a
Financial Management page is refreshed as a result of some action. You can navigate using Tab or
shortcut keys.
While loading Financial Management pages, in certain situations the screen reader instructs you to
press Ctrl + F6 to navigate to the floating frame. In addition, it may instruct you to press Alt + Z.
If this occurs, you can use only Alt + Z.
To activate links using shortcut keys, you must press the Enter key after pressing the relevant
shortcut key.
If Financial Management is not properly shut down, temporary files may remain upon reboot. To
ensure optimal performance, it is recommended that you delete all *.db.* file names from the
Financial Management Server Working folder before launching Financial Management.
If you do not allow enough space in the initial creation of the relational database tables (Oracle, MS
SQL, or IBM DB2), you can create applications, but you cannot open or delete applications. Refer to
your database guide when you create database tables.
HFM, HSV, and HSX are reserved names and cannot be used for application names or application
The ampersand (&) is not a supported character for any label in an application.
If you are using Financial Management and Planning on the same server, use a naming convention
to differentiate the applications; for example, Corp_Actual and Corp_Budget.
To execute Calculation logic on the Adjustment members of the Value dimension, the AllowAdjs
entity attribute must be enabled. If this attribute is not enabled, it can prevent an entity from
changing to a status of OK. Enabling this attribute allows the system to change the status for those
members to OK.
You may encounter an issue with not being able to open applications with certain MBCS naming
patterns on Oracle 10g and Oracle 9i. In Oracle versions 9 and 10, a change was made for doublebyte characters. Double-byte characters require two bytes to be stored in Oracle 9. This means
that an nvarchar2 field that is ten characters in size will not support ten double-byte characters,
thus a user cannot create applications with more than five international characters.
When using an IBM DB2 database, double-byte characters in application names are only supported
with DB2 8.1 FP10 and 8.2 FP3.
If your database is taken offline and then brought back online, it is recommended that you reboot
the Financial Management system.
If yellow triangles display when you are trying to create an application, ensure that Shared
Services is running or that the connection is established.
To access Financial Management Administrator menu items and functions in Workspace, you must
be assigned these security roles: Creator Group and Dimension Editor.
In Financial Management, you must be assigned the Project Manager global security role to delete
a Financial Management application in both Classic Application Administration and EPMA. If you do
not have the Project Manager role, the application does not delete successfully.
If you are using an Oracle database, certain characters in the Financial Management application
name may prevent you from creating applications, or an error message may display that the
application does not exist. Do not use the Turkish “i” or the German “sharp ess” in an application
Application Settings
Some settings in the registry that were previously only environment-level settings have been expanded to
an application level. To use the Financial Management application-specific (Per App) settings, use this
For each Financial Management application server on which you want to use the application-specific
1. Open the MS Windows Registry Editor tool (regedit.exe).
2. Navigate to the following key:
HKEY_LOCAL_MACHINE\Software\Hyperion Solutions\Hyperion Financial Management\Server
3. Create a new sub-key named with the application prefix (for example, Comma).
4. In the new sub-key, create each of the values that you want to override.
Note: The order of precedence is as follows:
1. If an application-specific setting does not exist and an installation registry setting does, the
installation registry setting is used.
2. If an application-specific setting does not exist, the setting defined in the Server key is used.
3. If no application-specific or server setting is defined, the default value is used. See the Financial
Management Administrator’s Guide for settings and default values.
These settings can be overridden with application-specific settings:
When running a consolidation the following error may occur: “An unknown error has occurred in
the HsvData2 object” with a description of: “Value violated the integrity constraints for a column or
table” and the following problem: “Cannot insert duplicate key in object”. To resolve this error,
delete invalid records.
Copy Application Utility
When you use the Copy Application Utility, you must create a data link connection file (UDL). For
instructions, see the Financial Management Administrator’s Guide.
Database Management
If you do not select a POV before executing the Clear Data function, the system displays an error
message that the POV is invalid and that you must select a Value dimension member. If this
message occurs, select a POV, then execute Clear Data.
Document Manager
In Document Manager Links, the query string parameters on links are now URL encoded. If you
encoded the links in a prior release, you must remove the encoding for the links to work properly in
this release.
Financial Management prevents users from loading a custom document in override mode with the
same name as a document already loaded but with a security class to which they do not have
access. The error message does not clearly state the reason of the failure: “Failed Security error:
user does not have All access.”
A text document (*.txt) containing German keyboard characters does not retain its original
contents after it is loaded into a Financial Management application. You must extract the files and
view them in your native viewer (for example, Notepad or Wordpad).
ERPI Integrator
For Classic applications, only one language is supported. The default language selected in the ERPI
application registration screen is used to populate the first language in the Financial Management
list of languages. It is possible that the default language selected in ERPI is English, the first
language in Financial Management is French, and the English member description is pushed to
French descriptions in Financial Management. It is important to make sure this is correctly setup in
For EPMA-enabled applications, ten languages are supported for Financial Management. However,
the case sensitivity for languages still applies. Languages must match exactly. Note that the default
selection in the target application registration screen is ignored and ERPI attempts to find a match
between the ERPI list and the alias member list from EPMA.
ERPI is case-sensitive when loading metadata. Source systems may allow the creation and
maintenance of the same member in different cases, so CORP and Corp could both reside in the
source. In ERPI, these would be different members, but this is not supported in Financial
Management. See the ERPI Administrator’s Guide for details.
ERPI and and source ERPs support special characters in member labels, such as “-“ and “/”.
Financial Management does not support these characters for member labels. See the ERPI
Administrator’s Guide for details.
Exchange rates are not interfaced directly into Financial Management, and users must manually
select them from the AIF_HS_EXCHANGE_RATES table and manually insert them into Financial
Management. See the ERPI Administrator’s Guide for details.
Extended Analytics
There are changes to the configuration for Extended Analytics. See the Financial Management
Administrator’s Guide for details.
Star schemas created in earlier versions of Financial Management (Release 3.0.3 and 3.0.2a) are
not available for update with this release. New information, such as member descriptions, userdefined fields, and account types are now included in the Extended Analytics export. These changes
result in new columns that are added to the dimension tables in the star schema, which make the
old tables incompatible.
Cell text and line item detail are not written to the star schema.
An issue arises with export/import of metadata from Financial Management to a Hyperion Essbase
database, through Integration Services. Extended Analytics doesn’t use metadata in the same
order that metadata appears in the Financial Management application because of an additional field
for Financial member order, which is missing.
If you have created the registry value EAUseODBC and set it to anything other than zero, you may
have an issue if the target DBMS is Microsoft SQL Server with the lower case letter “i” in the DB
username. One workaround is to use a username that does not contain the letter “i”. If the DBMS
username must contain the letter “i”, you must edit the registry on all Financial Management
Application Servers as follows:
Set the value of the EAUseODBC registry entry to a value of zero (0). If this registry value does not
exist in the system, create it and assign the value of 0. This forces the Extended Analytics module
to use ADO connectivity instead of ODBC to connect to the target DBMS.
Key: HKEY_LOCAL_MACHINE\Software\Hyperion Solutions\Hyperion Financial
Value Name: EAUseODBC
Value Type: DWORD
Value: 0
Extract Rules
To extract rules, from the Extract Rules panel, click Download Instruction item 1. You do not need
to click the Extract Rules button on the Extract Rules panel.
Financial Close Management
Use the following procedure when you create a Task Type for these automated Integration Types
with optional Boolean parameters:
Calculate, Calculate Contribution, Extended Analytics, Extended Analytics to File, Extract Data, and
Extract Journal
1. From the Task Type dialog, select the Parameters tab and select the checkboxes for all
Boolean parameters, including optional parameters.
2. Save the Task Type. All the Boolean parameters are saved with true values.
3. Edit the Task Type, select the Parameters tab and deselect the Boolean parameters. The
Boolean parameters have a false value.
4. Save the Task Type again.
IBM DB2 Databases
If you are using the 64-bit version of Financial Management, a defect exists in the IBM DB2 9.5 and
9.7 client software that may prevent Financial Management from working with the DB2 database.
The issue is in the database OLEDB Provider that prevents updating data to the database. For
details, see this defect:
The defect has been fixed in the DB2 9.5 Fix Pack 5 client software, so Oracle recommends using
the DB2 9.5 version.
For known installation and configuration issues, see the Oracle Hyperion Enterprise Performance
Management System Installation and Configuration Readme.
Intercompany Transaction Module
Asynchronized processing support – The following processes support asynchronized processing:
Load Transactions, Auto-Match, Post All, UnPost All, UnMatch All, Delete All, Matching Report by ID,
Matching Report by Account, and Transaction Report.
Each of the processes is recorded in the Running Task window, enabling you to view the progress
of each process and stop the task. You can also select the log from the Running Task window to
view the status information after the process is completed.
You must refresh the Process IC Transaction screen to view the updated status information after
these processes: Post All, UnPost All, UnMatch All, Delete All. After you click OK when the Refresh
message displays and run the process, to refresh the status in the Process IC Transaction screen,
click the Update button again and the status is refreshed.
Matching Report and Transaction Report – To view either the Matching Report or the Transaction
Report, you must click the report icon next to the Report task recorded in the Running Task
Window after the process is completed.
Use the Financial Management format instead of the BI Publisher format for executing the ICT
matching report by transaction ID.
Matching Report processing – The processing of the matching report is driven by the Entity’s
transactions. Therefore, if the Entity does not have a transaction with the Partner but the Partner
has a transaction with the Entity, the Partner transaction is not captured in the matching report.
For this transaction to be processed, you must specify the Partner entity in the Entity selection.
Auto-Match by Account – The auto-match by account process performs the matching of
transactions based on the selection for the Entity and the Entity Account. For example, suppose
you have the following four transactions for matching:
If your matching selection is Entity = A, Partner = <blank> for all partners, and if your matching
accounts are ICRec with ICPay, the system uses the selection for Entity and Entity Account as the
basis for matching, therefore the system matches based on Entity A and Account ICRec. The result
from this matching process returns ONE match group.
If you would like the system to also match A’s ICpay with B, you must also specify another
matching account set of ICPay with ICRec. Another option is to include B in the Entity selection so
that the system also processes the transaction of B ICRec with A and includes the following
matching group.
Matching Report by Account – The Matching Report by Account does not include the reversed
matching. The process assumes that the “suppress reversed” option is ON by default. For example,
if you have the following transactions in the system:
If your report selection is Entity = A, Partner = <blank> for all partners, and if your matching
accounts are ICRec with ICPay, the system uses the selection for Entity and Entity Account as the
base for the matching report.
Thus, the system matches based on Entity A and Account ICRec. The result from this matching
report process displays ONE match group.
If you would like the system to also match A’s ICpay with B, you must also specify another
matching account set of ICPay with ICRec. Another option is to include B in the Entity selection so
that the system also processes the transaction of B ICRec with A and also includes the following
matching group.
IC Transaction Detail Report – This report provides the transaction information in the format
specified by the user in the report layout. However, the system always sorts the transactions by
the Entity and Partner field first and then applies sorting to other fields specified by the user.
Process IC Transaction – When you first enter the Process IC Transaction screen, you see the
vertical scroll bar to your right and the horizontal scroll bar at the bottom. This vertical scroll bar
controls the scrolling for the browser page. However, if you want to control the vertical scrolling for
the transactions that are displayed in the IC transactions grid, you must use the horizontal scroll
bar to scroll to the right and you should see the vertical scroll bar that controls the transaction grid.
Load Transactions – During the Load IC Transactions process, the system allows you to first scan
the load file for potential errors. However, upon completion of the scan process, the system must
refresh the load screen and clear the file name that you previously specified. This is the same
behavior in all other load processes in Financial Management. You must reselect the load file after
the completion of the scan process if you want to continue with the load transactions process.
Error Messages - The system may not provide appropriate error messages in some processes
performed in the IC Transactions module. For example, during the “Delete All” process, the system
does not provide a valid error message when there are Matched or Posted transactions. However,
the system correctly skips over the Matched or Posted transactions during the Delete process.
Windows 2003 – You may experience a timeout error when you run very large Matching reports on
Windows 2003.
You cannot load ICT transactions using a Turkish operating system.
Email notifications within Process Intercompany Transactions do not include all the dimensional
details within the body of the notification.
In Organization by Period applications, if you select inactive child-parent combinations, an "invalid
parent or child/parent combination" or "invalid entity" error message is displayed.
When you assign security rights to users for journal creation, you should assign users access to
Create Journals and Read Journals.
Oracle database is case-sensitive for Journal Group names.
There is an inconsistency for accepting field lengths that are too long in journals.
The filtering for journal templates within journal tasks is not operational for sorting of entities.
If an invalid member list is loaded, Web users may not be able to access the Data Explorer grid. If
the following error message is displayed, it is recommended that you correct the member list,
reload it, and then access the Data Explorer grid:
"Type Mismatch /hfm/Data/ExploreData.asp. Error Number 13. Error Source: Microsoft
VBScript runtime error"
On Windows 2003 with no Service pack, you do not receive a confirmation message when a load is
successful. You can review the log, but no message is displayed. This limitation does not exist with
Windows 2003 SP1.
For a data load, if you have Autoclose selected for the progress window, there is no opportunity to
review the load file log after the Load window closes. You can view the results in the progress
window immediately after the load completion.
When loading a metadata .APP file from an older release through the Web, the error log may
indicate the improper line number within the error message.
The Web may report a proxy timeout issue when loading large application files that have not been
converted to the latest schema formats. If the files are converted to the latest file formats using
the Win32 client, the updated files will load on the Web.
If you receive a proxy timeout error when loading large files, increase the Web proxy timeout or
use the Win32 client to load the file.
Lifecycle Management (LCM)
If you are running an LCM migration and experience an out of memory exception in IIS, open IIS
and change these settings for HFMLCMservice:
1. Right-click on HFMLCMService Application pool and open the Properties page.
2. Select the Recycling tab and under Memory recycling, set these values:
Maximum virtual memory (in megabytes):
Maximum used memory (in megabytes):
3. Click the Health tab and change the Shutdown time limit to 10800 seconds (3 hours).
4. Click Apply, then OK to close the Properties page.
5. Perform IIS reset.
For all localized Financial Management applications where the data contains Unicode characters,
make sure to set “Exact all files in Unicode format” preferences for those applications. To set this
1. Log on to Workspace.
2. From the File menu, select Preferences.
3. Select Consolidation.
4. From the drop-down list, select the application.
5. Make sure that this option is selected: Extract Option – Save all files in Unicode format.
6. Click Save.
When you perform an LCM export operation on a Financial Management application, if the exported
content is incorrect and Unicode characters are removed, make sure that Save all files in
Unicode format is set for the source application.
When you are using Process Control, an error is returned when you select the Rates icon in a
localized version. The User Guide indicates that a predefined "Rates" grid must be created if you
want to access "Rates" from Process Control. If localized, the "Rates" grid must be named using
the localized string in order for the grid to be accessible.
In the Financial Management Configuration Utility, when you specify the cluster name, you cannot
use these special characters:
+* # [] {}() ; :,@ !
A metadata load from an earlier version may not work and return a blank page. To resolve this, manually
run the following command from command line on the Web Server machine:
Metadata Synchronizations
Shared Services no longer supports metadata synchronization. To share dimensions (hierarchies) with
Financial Management and Planning, use EPMA functionality.
Oracle Databases
The following database settings are recommended when using Oracle databases with Financial
OPEN_CURSORS=5000 - needed to allow for larger transactions (as well as ODBC support)
PROCESSES= (whatever is needed to support the expected number of applications and
application servers), based on numbers derived from the Financial Management Installation
guide section titled “Database Connection Pooling”.
To improve performance in Oracle, the DBA should run statistics on the ICTTransactions table.
There are a variety of utilities and commands available to perform this task. Following is a sample
of one of the commands that you can use: ANALYZE TABLE APPNAME_ICT_TRANSACTIONS COMPUTE
When using Oracle Provider for OLE DB, the virtual and private memory of the Financial
Management application process, HsvDatasource.exe, continues to increase over time.
To resolve the high memory usage, enable Statement Caching, but set the configured value to a
low setting. The recommended value is between and 1 and 10.
Edit the following registry value:
Value Name: StmtCacheSize
Value (decimal): 1
Where Key_Homename refers to the appropriate Oracle Home.
Stop and restart the HFM application processes.
Performance Management Architect
For information on Performance Management Architect (EPMA) issues, see the Oracle Hyperion
Enterprise Performance Management Architect Readme.
Process Management/Process Control
If Process Management was included in a tasklist from a prior version, when you select Process
Management, you are redirected to the new Process Control page. You should remove the old
reference and replace it with the new Process Control module.
For DB2 8.1 or 8.2, only one document can be attached to a subcube during any process
management action, per application.
Related Content
In previous releases, you could define more than one Related Content server and choose which one
to use. In this release, there is a single repository for all Related Content documents, which is
accessed through a single URL.
The error “80070005:Access is denied” is displayed when the URL is configured with the Fully
Qualified Domain Name. Use the following format when configuring Related Content in the EPM
( will not work)
Registry Settings
The behavior of the “FilterInvalidRecords” registry setting has changed. Previously when records
were loaded into sub-cube memory, this filter checked if all individual members were valid in a
particular record. The filter now includes an additional check for the validity of the combination of
all the members (Intersection) in a particular record.
[HKEY_LOCAL_MACHINE\SOFTWARE\Hyperion Solutions\Hyperion Financial
This registry setting now accepts three values:
0 -Both filters are turned OFF.
1 -Only the invalid member filter is ON.
2 -Both invalid member and Invalid intersection filters are ON.
Running Tasks
Running Tasks are no longer available if you set the AutoClearDataAfterSeconds registry key.
The help file in the Running Task log file is not available. The help file is available from the
Running Task main screen.
Security Administration
A user with the Load System role does not automatically have the Application Creator role assigned
when the application is converted from a Classic Administration Application to an EPMA application.
Users with the Load System role must be manually provisioned, or they cannot load metadata after
the application is converted.
Smart View
The Manage Smart View Providers page has been removed from the Administration menu.
Registration of the Smart View Office Provider is now done by the EPM Configuration Utility.
Using the “Change Provider Password” feature in Smart View environments with OAM, SiteMinder,
or in private connections may result in an error without the password being changed. If this occurs,
you can change your password using Shared Services.
The Migration Utility does not convert the HFMLNK function unless the cell specifies this format:
HFMLNK (<value>, <POV>). For example, HFMLNK (V1, D1) where V1 is a cell reference to a
value, and D1 is a cell reference to a dimension would convert correctly, however, if you combine
the value and the POV into one cell reference, (HFMLNK (C1))it does not convert. It is
recommended that if any HFMLNK functions contain only one cell reference, that you find and
replace them with the specified format.
Due to a limitation in Microsoft Excel, if any cell in a workbook contains over 1024 characters, the
Migrate Active Workbook feature does not migrate the workbook. You can reduce the size of data
contained in one cell by referencing out multiple functions or removing dimensions to be set in the
background POV.
Software Development Kit (API)
The CELLSTATUS_CANREAD bit in “CALCSTATUSMIDDLEBITS” has been retired. You should use
CELLSTATUS_NOREADACCESS to obtain the information. This value is the opposite of
For example, if the current code to check if a cell can be read is:
if ( !(status & CELLSTATUS_CANREAD ))
{show error message that user cannot read the cell }
This code can be changed to the following without changing the behavior.
{show error message that user cannot read the cell }
For reference, the Cell Metadata Status Constants section in the Financial Management
Object Guide should read as follows :
Cell Metadata Status Constants
The following constants represent metadata statuses for cells.
Table 116. tagCALCSTATUSMIDDLEBITS Enumeration
The cell cannot be read.
The cell allows drill through to the source of data.
The cell contains a cell text description.
Invalid metadata combination.
The cell’s Value dimension member is an ADJS member.
The cell is an input-level time period.
The user does not have read access to the cell.
The user does not have write access to the cell.
The cell supports calculations.
The cell supports consolidations.
The cell supports line items.
CELLSTATUS_SUPPORTSPERIODALLOCATIONS The cell is a parent-level time period whose children are
input cells.
The cell supports translations.
The interface of HsvSystemInfo has changed. Any third-party utility or application compiled with
older Financial Management libraries that accesses one of the following methods must be rebuilt
with the latest Financial Management libraries.
The affected methods are as follows:
System Reports
Microsoft Office 2000 is no longer supported.
In Journal reports, the style sheet type does not take effect if it is hard-coded on the Data tab as
the XML style sheet type or if the report is saved remotely.
Rows or columns may not display for Data Explorer system reports if the members selected are set
to description only and the members do not have descriptions in the metadata.
Account lists are not supported for Intercompany Matching Reports.
If you save a report in XML or HTML format and a blank screen is displayed, verify the entry first. If
the entry is correct, save the report as an RPT file. A more descriptive error message is displayed.
Intercompany Matching Reports may not run in an SSL environment.
When you run EPU reports, BI Publisher formats do not run properly if the Web server and
Application server are on different machines.
Using 64-bit Financial Management and running system reports using Oracle BI Publisher may
result in an Access Denied error. To resolve this issue, perform these steps:
Use a domain account for the Financial Management Web Server and Financial Management
Application Server. On the IIS 6 Web Server, set the Application Pool identity to the domain user,
and set the appropriate permissions on the following directories:
C:\windows\help\iishelp\common: Read and Execute, List Folder Contents, Read
C:\windows\system32\inetsrv\ASP Compiled Templates: Full Control
C:\windows\IIS Temporary Compressed: Full Control
This user must also be added to the IIS_WPG group.
System Configuration/Processing
When using Financial Management, you should turn off scanning mechanisms (for example, antivirus, Windows Automatic Updates). Running these in conjunction with Financial Management may
result in unexpected behavior.
Task Automation
The current module field in Running Tasks may show additional characters for tasks initiated by
task automation, however this does not impact the running tasks.
If a Taskflow never reaches the Done status when executed on a standalone Web Server from the
Web Server-only installation, use this procedure:
Manually copy the server resource files (HsvTier2Res*.dll) from an application server
machine to a directory on the Web Server.
Create this string value in the registry:
HKEY_LOCAL_MACHINE\SOFTWARE\Hyperion Solutions\Hyperion Financial
Set the ServerResourceDir value to the path where the resource files were copied.
If you are using Windows 2003, the Network Service, or the account running the application pool,
needs Read/Write access to the HKLM\Software\Hyperion Solutions\Hyperion Financial
Management key and below to execute multiple stages in a taskflow.
Taskflows cannot be scheduled if taskflow names use Turkish multibyte character set.
User Preferences
The “Save all changes in Unicode format” option is not modifiable.
Users on System
Module names are stored in the database in the language of the user running the module.
CopyApplication Utility for Classic Financial Management Applications
A detailed guide for use with the CopyApplication Utility for Classic Applications is provided on the
Oracle Technology Network at:
Financial Management Utilities
The latest release of HFMUtilities Utility can be accessed via Oracle Technology Network at:
Contact Margaret Reed at with any questions. Richard Stang is no
longer supporting this utility.
Web Data Forms
After you import exported data from a Microsoft Excel file, the line break may not display in cell
When you export or import data to Excel from a Web Data Form, you can use registry keys to
specify the maximum number of characters in cell text.
WebExcelExportMaxChars under HKLM\Hyperion Solutions\Hyperion Financial
Management\Server\WebExcelExportMaxChars is located on the application servers and
controls the number of characters exported.
WebExcelExportMaxChars under HKLM\Hyperion Solutions\Hyperion Financial
Management\Web\WebExcelExportMaxChars is located on the Web servers and controls the
number of characters imported.
When you use these registry keys, ensure that the number is not set too low (not less than the
amount of data), or some of the data may not display correctly.
Only static HTML code is allowed in the instructions section of Data Forms.
The Calc1 function only supports two operands; however, if a Web Data Form is created using
more than two operands, the form loads without error.
Data Forms scanned with errors and then scanned without issues are saved as Preview forms.
Optional HTML formatting options are ignored with forms in Firefox 1.07.
There is a registry key that controls the number of characters for both data and cell text in web
forms. The default is 70. However, if this key is implemented and changed, the data and/or cell
text can be truncated when loading data via a web form. The registry key is named:
WebExcelExportMaxChars and is located in: HKLM\Hyperion Solutions\Hyperion Financial
Managment\Web\WebExcelExportMaxChars. This registry key must be implemented on all Financial
Management application and Web servers.
The View pane may render improperly when navigating directly between two Financial Management
applications if the pane is minimized in the first application. Closing and reopening the Financial
Management application restores the View pane.
Changing the text size from the View menu is not supported.
When launching Shared Services from within a Financial Management application, you may receive
an error when returning to the application after logging out of Shared Services. This error may
occur when you attempt to perform a new operation within Financial Management. This error
displays: “An error has occurred. Please contact your Administrator. Session has timed out”. You
must close, and then reopen the Financial Management application.
If EPM Workspace is accessed using Oracle HTTP Server (OHS) based on Apache 2.0 and is secured
by SSL, patch 6151956 must be applied in order to successfully perform Financial Management
data load operations.
When using some versions of Firefox (, 3.0.10), the Browser View tree menu may not
completely load and will continue to display "Loading..."
When this occurs, there may be issues with tooltip display, some popups may not display, and
there is an issue with the browser UI when closing an application (the pane containing the Browser
View remains even though the Workspace home page is displayed).
If this happens, the recommendation is to use Internet Explorer. Alternatively, select a different
folder from the Browser View, close the application, refresh the browser (F5), then re-open the
If the issue does not occur upon opening the application in Firefox, the UI should function as
expected for the remainder of the user session.
To use multiple Financial Management Web servers from one Workspace server, use this
Navigate to <server>\Hyperion\common\httpServers\Apache\2.0.52\conf.
Either hfm.conf or httpd.conf displays the following text:
ProxyPass /hfm
ProxyPassReverse /hfm
To add another Financial Management Web server and context, copy and paste the two lines above
in the same file, and make appropriate changes:
ProxyPass /hfmcontext1
ProxyPassReverse /hfmcontext1
In this example, a new context was added (hfmcontext1) that points to a different Financial
Management Web server (webserver01).
Restart all Workspace services and Shared Services.
From User Preferences:
1. Select the application.
2. For Alternate WebServer, type the new Web context name (for example, hfmcontext1).
3. Save the changes.
4. Log out, then log back in. You should be directed through the new Web context.
Top of Document
Defects Fixed in this Release
Defect Number
Description of Issue
In EPMA applications, a negative aggregation weight for a custom
member aggregates as 0
Memory optimization for Copy Application Utility
Data Filters in Copy Application Utility did not include PFLOW Tables
Force Calculate impacts parents of locked base entities
When Data Audit is extracted, question marks appear in some fields
Modification of force calculate in Web Forms on locked periods
Memory optimization for consolidation
Login optimization for use of native groups
External Authentication modification with use of OViD
Data Sync not in sync when loading two load files with the same
intersections in both files.
Using Copy Application Utility between Oracle DB and SQL DB may
not copy the language preferences appropriately
Defect Number
Description of Issue
Running a data sync between Planning and HFM can cause HFM to
Launching a Tasklist that has been added to favorites doesn’t launch
Optimized application start up process
Under certain circumstances removing a data and reloading may
result in no change.
Optimized manual stopping process for data load
Cannot view journals through entity details report
User’s last web form/web grid is not being retained upon logging out
of application
Modify error message when using HS.Clear in Sub Consolidate on
[Parent Total]
Modified Extended Analytics process for use with Oracle Database
on large entity dimensions
Under certain circumstances the log in process can be slow
Error Log Viewer utility’s time stamp does not agree with
Extended Analytics process may not complete when extracting to a
database server that is part of a load balanced database
Memory optimization for use of task audit in conjunction with EPM
Optimized filtering of invalid records during the consolidation
When top member of Period dimension is changed from [Year] in
EPMA there is no error message when deploying an application
When using the advanced filters for invalid data records and the
filter for zero value data records with Copy Application Utility the
data between the two applications may not be the same.
Copying data via Database Management does not ignore inactive
entities when process is executed.
A user that has Extended Analytics security role but not the
Administrator security role cannot execute Extended Analytics
Defect Number
Description of Issue
After using Copy Application utility, a user may not be able to load
Line Item Details or resubmit a journal
Cannot use an encrypted UDL file for Extended Analytics
When a formerly valid custom member with data is moved and
becomes invalid, the data may still be extracted via data extract.
Under certain circumstances this data may still aggregate into the
former parent
Unable to create an app if the directory structure where the profile
is stored has a .per in a folder name
A custom document that has multiple periods in the name such as
document.1.xls gets truncated at the first period.
Under certain circumstances, running concurrent intercompany
matching reports may result in incorrect translated data
Running an Intercompany Matching report with an override POV
may extract in a different format than the one selected
When running an intercompany matching report at <Parent
Currency Total> the <Parent Curr Adjs> may not be included in the
When a browser screen is resized the process journals screen may
not resize in proportion to the browser screen
A full database log file may impact the commitment of a journal to
the database
Intercompany matching report may not filter on customs
Multi-post, un-post and renaming of journals may cause issues
In Firefox a cell where data is input will revert to zero unless the
enter key is selected
Memory Optimization for Metadata Load
Selection for enabling security for customs may not stick when
extracting Metadata
Shift and Control keys may not work as expected within Process
Under certain circumstances entities in process control may show as
invalid if validation label or customs are changed
The POV from the source form is not passed to the linked form in
Smartview when a POV is not predefined in the Linked form
Defect Number
Description of Issue
Under certain circumstances the data in ownership management
may not display correctly
The Edit POV for Consolidation in Task Automation may not
Unable to submit cell text with double-byte characters
A validation balance that is between -.49 and .49 will show as 0 in
Process Control.
Journal Report is generating in HFM format and not XLS
An error is written to the HSVEventLog for Related Content against
the HSVDSSystemInfo Object
Consolidation journals are sorted on nature rather than label
Users can see all folders in a Tasklist no matter what security access
they have
Unable to open web form in Smartview if it has a double byte
character in its name
A line break in cell text is not retained when importing web form
from Excel
Under certain circumstances not all records may display when
viewing Task Audit
Assign Access Control may not fully render in certain versions of
Performance optimization for log on to application
Export of Web form to Excel 2007 is not exporting with correct file
A thousand separator of a period will be treated as a decimal
separator when extracting a web form.
Smartview refresh error when submitting data or cell text
application contains double byte characters
Performance optimization for accessing task audit and data audit
tables on DB2
Closing an HFM application on the web with an open web form with
uncommitted data will not prompt an error message
Defect Number
Description of Issue
Copying the function HSDescription in Smartview will not copy to
more than 16 cells for a 64-bit application
Win32 Metadata Manager does not operate on 64 bit O/S
A deleted entity used in a journal as an ICP member may not cause
a referential integrity check error on metadata load
Opening a web form in Smartview that has Cyrillic characters in it
may not fully open
A user is not able to add line item details to an unpublished period if
the web form also has published periods in it.
Performance optimization for large number of users using
Smartview simultaneously
Importing a web form from Excel 2007 may not complete
Performance optimization for connection times in Smartview
Users cannot open a task list that has an apostrophe in its name
When deleting an application some sequences are not deleted
In HSVEventlog a metadata scan is logged as metadata load
In WDEF a user is not warned of unsaved data when changing POV
Top of Document
Documentation Updates
Information about system requirements for EPM System products is now available in a spreadsheet
format in the Oracle Hyperion Enterprise Performance Management System Certification Matrix.
System requirements are no longer part of the Oracle Hyperion Enterprise Performance
Management System Installation Start Here.
This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on
OTN (listed in the Oracle Business Intelligence product area):
The location of Web application deployment has changed. All references to this location in the
documentation should be updated from:
where domainName is the name of the WebLogic domain
The ODL logging location for Web applications has changed. All references in the
documentation should be updated from:
where serverName is the name of the WebLogic managed server
Accessing Hyperion Product Documentation
The most recent version of each Hyperion product guide is available for download from the
Documentation area of the Oracle Technology Network (OTN) Web site
( Deployment-related documentation is also
available from the Oracle E-Delivery Web site
Individual product guides are available for download on the Oracle Technology Network (OTN) Web
site only.
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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