Hyperion® Business Rules

Release 11.1.2.0.000 Patch Set 1 (PS1): 11.1.2.1.000

Readme

Purpose. 1

New Features. 1

Installation Information. 2

Supported Platforms. 2

Supported Languages. 2

Supported Paths to this Release. 2

Defects Fixed in this Release. 3

Defects Fixed in Release 11.1.2.00. 4

Known Issues. 4

Tips and Troubleshooting. 7

Working with Graphical Business Rules. 7

Working with Business Rules. 8

Using Business Rules with Planning. 8

Documentation Updates. 9

Accessing EPM System Product Documentation. 9

Copying and Pasting Code Snippets from PDFs. 9

 

Purpose

This document includes important, late-breaking information about this release of Hyperion Business Rules (Business Rules). Review this Readme thoroughly before installing Business Rules.

This Readme file is accessible in HTML format.

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New Features

This release of Business Rules includes the ability to updates Business Rules references to a rehosted Essbase or Planning server. This updates the Business Rules connection information against which business rules and sequences are launched. This task is required any time the Essbase or Planning server is hosted on a new computer.

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.

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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

 

9.2.1.x

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

Defect Number

Defect Fixed

10116828

 

If you have a sequence that contains multiple sequences, the sequence may not validate successfully.

10058347

 

If you use a cross-dimensional operator with the CCONV command in a calc script, the calc script may not validate successfully in Business Rules.

9931868

You may be unable to validate or launch a business rule against an Essbase location; you may receive an Essbase server connection error.

6570813

When you import new versions of business rules, they do not overwrite existing versions of the same business rules. To work around this, you must delete existing business rules before you import new versions of them.

8527125

A business rule containing the member name "Input" cannot be validated or
launched in Administration Services. The member can be created in Planning and refreshed to Essbase, but cannot be used in Business Rules. "Input" is not on
the list of restricted words in the Business Rules Administrator's Guide.

8354525

The SET LOCKBLOCK DEFAULT command does not validate and generates an error message.

 

Defects Fixed in Release 11.1.2.00

Defect Number

Defect Fixed

9329017

When the user name you use to log on to Administration Services is not in the same case as the user name for the external provider, you cannot validate or launch business rules.

8723635

You cannot set client or server properties for Business Rules using the Administration Services Web console.

6541000

During product deregistration, Business Rules is not removed from the projects/unassigned products, and the HBRServer.properties file is not removed from Shared Services.

 

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Known Issues

The following issues are the noteworthy known issues for this release.

Defect Number

Known Issues

11783671

If you add an Essbase server as a cluster name (for example,
"EssbaseServer-1") in Administration Services Administration Console and you try to create or launch business rules against this server name from Business Rules, you may receive an error. To work around this, perform the following steps.
1) Search for the file
essbase.properties under %EAS_HOME%. In a
Windows environment,
%EAS_HOME% may point to "C:\Oracle\Middleware\EPMSystem11R1\products\Essbase\eas".
2) If the file,
essbase.properties, does not exist,
create a blank text file with the name
essbase.properties and place it under
%EAS_HOme%/server/bin.
3) Open
essbase.properties in Notepad and define the <APSSEVERNAME>:APSPORT property under
aps.resolver.urls=http://<APSSEVERNAME>:APSPORT/aps
(for example,
aps.resolver.urls=http://server1:13080/aps)
4) Save
essbase.properties, and restart the Administration Services server.

10269728

In the Business Rules Web Launcher, you may not be able to see the Essbase server location in the Member Selection Dialogue box, unless you added the Essbase server in Administration Services.

11075870

If you create a business rule with a runtime prompt that has the function @UDA as its default value (for example, @UDA(entity,IsSale)), deploy it to Planning, and launch it, the business rule may fail validation because of the runtime prompt value.

9914133

If you launch sequences that contain business rules with runtime prompts set to Merge Launch Variables using the Command Line Launcher (CmdLnLauncher), the launch may fail with a warning. To work around this, do not use the Merge Launch Variables option.

9849333

You may be unable to migrate the repository when you are using an Oracle database configured with ServiceName.

9524868

If you launch a business rule against a database (for example, plan1), when you check the session list, a session for a business rule run against a previous database (for example, plan2) may persist.

9953604

In Essbase Administration Services Console, if you have two business rules (for example, Rule1 and Rule2), and you open Rule1 and save it as Rule2, Rule1 may be deleted.

9306302

The Business Rules Command Line Launcher does not work in UNIX.

7147567

In Business Rules, variable values are limited to 255 characters.

9131385

When you open a business rule or project in Administration Services, and that business rule or project that is provisioned through group, it may take longer than expected to open it, depending on how many groups are assigned to it.

9049503

When you design a business rule with a global variable in graphical mode in Administration Services, the value of the variable is ignored and set to zero in the rule source code. This results in the rule not working. If you edit the source code to include the variable, the rule works correctly. However, when you edit the source code, the business rule is switched permanently from graphical to script editing mode.

7492942

If an external user directory that is included in the Oracle’s Hyperion® Shared Services (Shared Services) search order is not running, the Business Rules logon may fail even for users from other external user directories that are running. For example, assume that external user directories LDAP1 and MSAD are included in the Shared Services search order. If LDAP1 is not running, the Business Rules logon will fail for LDAP1 users and may fail for MSAD users, too. To work around this, ensure that that all external user directories added to the Shared Services search order are running.

 

7489157

If a planner user tries to launch business rules from Administration Services or the Business Rules Web Launcher, and the business rules have runtime prompts for the Accounts dimension, the Accounts dimension members may not be available for selection. To work around this, use Planning Web to launch these business rules.

8717132

Some of the column names in Oracle and SQL database tables are mismatched. For example, the Name column in the HBRRULES table in SQL Server is NVARCHAR(50) and in Oracle, the Name column is VARCHAR(50).

8232183

After you migrate Planning classic applications to Performance Management Architect, you may still be able to select the applications from within the Business Rules node of Administration Services. To work around this, restart the Administration Services and the Planning server after you upgrade classic applications.

7001245

If you create a graphical business rule that uses the @Parents function in a custom component in Business Rules, then save the rule, and navigate to the Script tab, you may receive an error message.

7185251

If you install this release of Administration Services on top of a prior release, after you complete the upgrade configuration and log on to Shared Services, there may be two instances of the relational database host in the Business Rules project. In addition, there may be provisioned roles for administrators for the previous release only, not the current release. To work around this, delete the instance for the previous release and provision the users against the current release instance.

6584649

A user provisioned to Oracle® Hyperion Planning, Fusion Edition (Planning) as a planner or provisioned to Business Rules as a basic user can modify a business rule’s database locations and access privileges even if the rule is opened in read-only mode. To work around this, restart the Administration Services server.

6580057

When you migrate a 3.5.1 graphical repository to 9.2.0.x or a higher release, if there are graphical business rules that contain functions, the functions may not migrate with the business rules.

6566305

When you create a graphical rule with an XREF component, after you save the rule, the Source tab displays only the dimensions that are valid for both applications and does not display dimensions that are valid for one application only.

6538743

You cannot use the Business Rules Command Line Launcher to launch a sequence with several business rules containing runtime prompt variables. To work around this, put the business rules comprising the sequences into a .bat or .sh file to launch them.

6540839

You can use arrays only in enhanced calc scripts.

6543638

Before you add a Pro Rata Ratio formula component to a graphical business rule, you need to associate the business rule with an outline. If you do not associate the business rule with an outline first, you may receive a “NullPointerException” error message and need to recreate the rule.

6540923

If you have a sequence with one or more business rules that contain hidden runtime prompts, you may not be able to launch the sequence. To resolve this, do not hide the runtime prompts within the rules themselves; instead, hide the rule’s runtime prompts on the Launch Variables tab for the sequence.

6536596

If you create a business rule with a runtime prompt that has a limit, and, while automating the runtime prompt, give it a value outside of the limit, the rule launches successfully using the Command Line Launcher, even though the value of is outside of the limit.

6537024

If you add a business rule with no access privileges to a project, and specify access privileges of “Cannot launch all locations” for the project, then add the same business rule to another project that has access privileges to launch against one location, the business rule does not launch against any locations. In this case, the access privileges of the first project to which the business rule is assigned take precedence over the access privileges of the second project to which it is assigned.

6537931

When you create a sequence using one or more sequences that contain rules with runtime prompts, and select hide check boxes for some of the run time prompts, some of the member selections may show incorrect dimensions and members. To resolve this, type in the correct values.

6534801

The Aggregate Data component does not function correctly when more than one account member is selected. For example, you can create a business rule using the component Aggregate Data, and then select the Account Members variable in the Account Member Selection window. If you then click Validate and select Exempt Total Payroll and Total Payroll, the rule is not validated and an error is displayed.

 

If a new Essbase application is created while Administration Services Administration Console is open, this application does not display in the Business Rules Select Metadata dialog box. To see the application displayed in the Business Rules Select Metadata dialog box, restart Administration Services Administration Console, or click the Refresh button.

 

In some cases, you may notice a performance degradation in this release of Business Rules. To improve the performance of the Oracle® Essbase (Essbase) server, changes were made that require additional tuning of the server. The new calculation command, SET FRMLRTDYNAMIC, turns calculation of all dense Dynamic Calc Members on or off during batch calculation if runtime dependent functions are included in formulas on stored members. SET FRMLRTDYNAMIC OFF improves batch calculation performance by removing the overhead of calculating all Dynamic Calc members; SET FRMLRTDYNAMIC ON causes calculation of all Dynamic Calc members to be performed. (The default value is ON.) See the Oracle Essbase Database Administrator’s Guide.

 

In Administration Services, you may not be able to launch or validate a business rule that has a variable of the Date or Text type after you launch the same rule in Planning.

 

The Range function does not work in Business Rules.

 

If you create a runtime prompt member variable and set limits, members outside of these limits may validate and launch successfully if you create a substitution variable for them.

 

If you create a variable of the Percent type, enter a value (for example 1%), and save and close the variable, when you look at the variable on the Variables tab, the value is displayed as a decimal, not as a percent (for example, 1% displays as 1.0).

 

The Derived option in the Aggregate Data component does not use the correct member values. If you specify values in a source anywhere in the task flow, those values are displayed. Destination values are displayed only if you have no sources defined.

 

Business rules containing the Two-Pass calculation option of the Aggregate Data component produce an Essbase error message.

 

The database size preview estimates in the Create Blocks dialog box does not reflect that blocks are not created for Dynamic Calc and Label Only members.

 

Validation errors may occur with Business Rules that contain remote (XREF) sources where the dimension names are similar to the current database but the member values contained in the databases differ.

 

When using the Variable component, ensure that the default members selected in the formula range are not Dynamic Calc or Shared members. If a Shared member is selected, you receive a validation error message. If a Dynamic Calc member is selected, you receive an error message when launching the business rule.

 

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Tips and Troubleshooting

Working with Graphical Business Rules

Creating Blocks

Do not use the Create Blocks component on a partitioned database. Performing this action on a partitioned database may cause Business Rules to freeze.

Creating Runtime Prompts

·         If you click Cancel on the Automate Values dialog box, a runtime prompt file is still created.

·         An integer type runtime prompt value must be between the values -2,147,483,648 and 2,147,483,647.

·         A runtime prompt for real numbers must have a value between -9999999 and 99999999 (376712).

Miscellaneous

·         Statistical or ratio type member values (for example, prices and percentage data types) should be back-calculated for Summary Time Periods (for example, Quarters) using a business rule.

·         If you are adding an @TODATE function, use double quotation marks to enclose the second parameter.

·         If you are adding an @WITHATTR function, enter an attribute dimension for the first parameter and use double quotation marks to enclose the second parameter.

Using Formulas

The following financial functions cannot be used together with any other source type in a formula:

@NPV, @ACCUM, @COMPOUND, @COMPOUNDGROWTH, @DISCOUNT, @INTEREST, @IRR, and @SLN

These functions should be the only block to the right of the equal sign in a formula, because they never return values. They calculate a series of values internally based on the range specified. For more detail on these functions, see the Oracle Essbase Technical Reference.

Using the NOT operator

·         When building an expression using Member Selection, NOT cannot be used when performing any of the following tasks:

o    Defining business rule settings

o    Defining a component using Multiple Member Selection

o    Defining runtime limitations

o    Using the Aggregate, Clear Data, or Create Blocks components

o    Specifying the global range

·         The following functions are valid with NOT in the Advanced Selection of Multiple Member Selection:

o    @CHILDREN
@ICHILDREN
@ANCESTORS
@IANCESTORS
@DESCENDANTS
@IDESCENDANTS
@UDA
@GENMBRS
@LEVMBRS
@SIBLINGS
@ISIBLINGS

·         The following functions are not valid with NOT in the Advanced Selection of Multiple Member Selection:

o    @ALLANCESTORS
@IALLANCESTORS
@LSIBLINGS
@ILSIBLINGS
@RSIBLINGS
@IRSIBLINGS
@MATCH
@RELATIVE
@ATTRIBUTE

Working with Business Rules

·         If you install Oracle® Essbase Administration Services on an AIX operating system, and want to use the Business Rules Web Launcher, the root AIX user must install JDK separately using the AIX built-in utility, installp or smit. After it is installed, you must point JAVA_HOME to it.

·         If you have difficulty with your color settings in Business Rules, Oracle recommends that you increase the Display Properties color depth setting.

Using Business Rules with Planning

·         For graphical business rules, you can select and store members by alias if you build a business rule against an Essbase location. If you build a business rule against a Planning location, you can select by alias, but store only by member name. Because of this, you need to reselect the members that are stored by alias when you migrate a rule from an Oracle® Essbase location to a Planning location.

·         If a Planning user has different roles in different Oracle® Hyperion Planning, Fusion Edition applications, the user’s highest role is used in Business Rules. For example, if a user is an administrator in one application and a planner in another application, the user becomes an administrator in Business Rules – he can create, modify, and launch any rule in any application.

·         Oracle recommends that if you associate calc scripts or business rules with a form, either you do so where all users of that form have access to those calc scripts or business rules, or you create a generic business rule using runtime prompts, and instruct the user to launch it manually.

 

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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.

This Readme file is accessible in HTML 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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