Table of Contents:
On the machine on which you plan to administer the WebLogic Server, you must install all Web applications for all applications you plan to deploy on any machine in the environment. (The WebLogic Administration Server is installed and deployed on the Oracle Hyperion Foundation Services machine.)
This release provides the ability to create an application with more than four custom dimensions. You can now create applications with an unlimited amount of custom dimensions. You can specify a dimension name and alias for custom dimensions, and specify the dimension size (small, medium, or large). You can create additional custom dimensions for existing applications as well as continuing to use existing Custom1, Custom2, Custom3, and Custom4 dimensions.
An application must have at least two custom dimensions. The maximum number of dimensions depends on the size of the custom dimension and the type of database.
The Financial Management Application Upgrade utility has been enhanced to support configurable dimensionality by upgrading required documents that are stored in the application database from previous versions to the 220.127.116.11 release. As part of the upgrade process, the utility updates stored system report, form, and grid definitions to be compatible with the 18.104.22.168 format.
The Financial Management Application Upgrade utility is available and installed in the Utilities directory under the Oracle Hyperion Financial Management installation location.
For Custom dimensions, the utility now uses a Custom dimension alias rather than Custom1-4 as in previous versions. The document upgrade process replaces references to the CustomX dimension with references to the new Custom aliases.
For example, an application created prior to this release may have contained these Custom dimensions:
Custom1 short label: C1 long label: Custom1 Alias: Products
Custom2 short label: C2 long label: Custom2 Alias: Markets
Custom3 short label: C3 long label: Custom3 Alias: blank
Custom4 short label: C4 long label: Custom4 Alias: blank
After you run the Application Upgrade utility, the application contains these Custom dimensions:
Custom1 short label: C1 long label: Products
Custom2 short label: C2 long label: Markets
Custom3 short label: C3 long label: Custom3
Custom4 short label: C4 long label: Custom4
The utility modifies these document types:
For Web Grids and Data Forms, any references to Custom1, Custom2, Custom3, and Custom4 have been updated with the long label of the corresponding Custom dimensions.
For Intercompany Matching Reports, the option to display Custom dimension information has changed. An option is now available to suppress Custom dimension information, rather than display it.
For Intercompany Transaction Reports, an option is now available to display a Custom dimension column using the Custom dimension alias.
All currently supported databases are supported. The utility generates log entries in the application upgrade log, located in %EPM_ORACLE_INSTANCE%\diagnostics\logs\upgrade\hfm\ApplicationName. As a recovery method, each document that is modified by the upgrade utility is extracted and backed up to the local file system. In the event of an upgrade failure, you can manually upgrade and load the document.
The Financial Management Configuration Utility (HFMConfigure.exe) is now only used to specify database information for Extended Analytics. To register servers and clusters, use the Oracle Hyperion Enterprise Performance Management System Configurator.
New rule functions have been added and others modified to support configurable dimensionality. See the Rule Functions section of the Oracle Hyperion Financial Management Administrator's Guide.
The user interface for this release has been enhanced for greater ease of use and consistency with other Hyperion products in these areas:
Support for multiple applications in Oracle Hyperion Enterprise Performance Management Workspace
Support for multiple modules in an application
Support for multiple documents or items in a module
Improved menu navigation
Improved overall screen layout
Point of View improvements
Member Selector improvements
Improved Administration module layout
Improved Document Manager and Task List management
Improved Journals Module UI
Improved system report creation
Improved data grid and data form UI and design
Consolidated Load and Extract functions screens
Extended Analytics functionality is now part of the Extract Data process. There are also changes to the Extended Analytics configuration. See the Oracle Hyperion Financial Management Administrator's Guide for details.
The Financial Management Win32 client now includes only these items:
These items are now only available offline and have also been updated to support configurable dimensionality. The Win32 components can be installed separately as standalone tools to any computer without installing the Financial Management Server component.
Online Help content for EPM System products is served from a central Oracle download location, which reduces the download and installation time for EPM System. You can also install and configure online Help to run locally. For more information, see the Oracle Enterprise Performance Management System Installation and Configuration Guide.
Financial Management utilities are now consolidated into one directory called Utilities, under the Financial Management installation location and are available from a single point of entry from the launch.HTML page.
This release features Enhanced Cell Text capability which enables you to enter multiple cell text entries and create cell text labels. See the Oracle Hyperion Financial Management Administrator's Guide for details.
Extended Analytics enables you to export selected data to an external Star Schema database for use by Oracle Essbase Integration Services and others to perform a variety of functions. Previously, the Extended Analytics extract to export selected data to an external database could only be done using Financial Management or as a COM-based API call. Now the HTTP listener allows Extended Analytics tasks to be launched through an HTTP request. See the Oracle Hyperion Financial Management HTTP Listener for Extended Analytics appendix in the Oracle Hyperion Financial Management Object Guide. The guide is available in the EPM System Documentation Library on the Oracle Technology Network.
If the Oracle User Productivity Kit (UPK) is deployed and Oracle Hyperion Enterprise Performance Management Workspace is configured by an Administrator with a valid URL for the UPK Player package, users can access UPK content for Oracle Enterprise Performance Management System. For more information on configuring UPK, see the “Workspace Server Settings” section in the Oracle Hyperion Enterprise Performance Management Workspace Administrator's Guide and the “Oracle User Productivity Kit” section in the Application Support Guide.
There are pre-built UPK content modules available. See the data sheets that include UPK for EPM System available on www.oracle.com. Financial Management modules include appropriate content for Oracle Hyperion Smart View for Office and Oracle Hyperion Financial Reporting Studio and support invoking UPK content in a context-sensitive manner. UPK content launched from Oracle Hyperion Smart View for Office and Oracle Hyperion Financial Reporting Studio launches the full player package outline unfiltered for context, and those users can utilize a roles filter to see only the appropriate content.
Most EPM System products have adopted Oracle Diagnostic Logging (ODL) as the logging mechanism. The ODL framework provides uniform support for managing log files, including log file rotation, maximum log file size, and the maximum log directory size. See the “Using EPM System Logs” chapter of the Oracle Enterprise Performance Management System Installation and Configuration Troubleshooting Guide.
Oracle Configuration Manager (OCM) integrates with My Oracle Support and provides configuration information for Oracle software. It assists in the troubleshooting, maintenance, and diagnostics of your EPM System deployment. See the Oracle Enterprise Performance Management System Installation and Configuration Troubleshooting Guide.
With this release, many EPM System products support hostnames that resolve to IPv6 addresses. See the Oracle Hyperion Enterprise Performance Management System Certification Matrix. IPv4 support (both hostname and IP address) remains unchanged from earlier releases.
Oracle Enterprise Performance Management System supports these types of SSL configurations:
Full SSL Deployment (including data access)
SSL Terminating at the Web Server
SSL Accelerators (Off-loading)
See the Oracle Enterprise Performance Management System Security Administration Guide.
All Financial Management configuration is now included as part of the EPM System Installer. See the Oracle Enterprise Performance Management System Installation and Configuration Guide.
With the Financial Management Copy Application Utility, you can now copy Oracle Hyperion EPM Architect applications, as well as Classic Administration applications, from one server to another. For example, you can copy applications from a test to a production environment. You can copy deployed or undeployed Oracle Hyperion EPM Architect applications. See the Oracle Hyperion Financial Management Administrator's Guide.
Extended Analytics now includes an option to extract flat files without headers. When you select this option, all extracted dimensions are listed in a record-by-record format. See the Oracle Hyperion Financial Management Administrator's Guide.
The Financial Management Configuration Utility (HFMConfigure.exe) includes the ability to specify database information for Extended Analytics. See the Oracle Hyperion Financial Management Administrator's Guide.
The Financial Management Web UI has been enhanced for greater ease of use and consistency with other Hyperion products.
This release includes support for Smart Slices in Financial Management, support for the new ribbon, cascading of reports, and support for Financial Management Task Lists in Microsoft Excel and Microsoft Outlook. See the Oracle Hyperion Smart View for Office User's Guide.
This release includes integration with Oracle Hyperion Financial Close Management, which enables you to define, execute, and report on the interdependent activities of a financial close period. It provides centralized monitoring of all close process tasks and provides a visible, automated, repeatable system of record for running close processes. See the Oracle Hyperion Financial Close Management Administrator's Guide.
This release includes integration with Oracle Hyperion Disclosure Management, which helps companies ensure the completeness and accuracy of external and statutory financial reports, and their transformation into specifically stylized statutory filings using eXtensible Business Reporting Language (XBRL). See the Oracle Hyperion Disclosure Management for Oracle Hyperion Financial Close Suite User's Guide.
There are now two integration points between Financial Management and the Oracle GRC solution set. Both integrations are delivered and deployed as Oracle GRC Blueprint solutions.
The Oracle GRC Blueprint, Financial Audit Scoping Tool (FAST v1.0), provides the first integration between Financial Management and the Oracle Enterprise GRC Manager (EGRCM) application. EGRCM enables customers to manage GRC-related business processes across the enterprise. FAST enables auditors to scope controls for assessment and testing by bringing together Financial Management accounts, entities and balances along with associated risks and mitigating controls from EGRCM into a single workbench view to design the controls assessment using advanced filtering and ad-hoc selections.
Hyperion AACG Adapter (HAA v1.0) is the second GRC Blueprint and provides integration between Financial Management and Application Access Control Governor (AACG), a module in the Oracle GRC Application Controls application. AACG enables customers to monitor, control and prevent incompatible security access across critical business applications. The Hyperion adapter for AACG utilizes the security access and user provisioning from Oracle Hyperion Shared Services (HSS) to enforce segregation of duties across HSS-enabled Hyperion applications in AACG. Also, this initial version of the adapter adds Oracle Hyperion Financial Management class access to the AACG access analysis. See the Oracle Governance Risk and Compliance documentation.