Oracle® Financial Management Analytics

Readme

Release 11.1.2.2.000


Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Authors: EPM Information Development Team

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Table of Contents:

Purpose

New Features

Installation Information

Supported Platforms

Supported Languages

Defects Fixed in this Release

Known Issues

Tips and Troubleshooting

Documentation Updates

Accessibility Considerations

Purpose

This document includes important, late-breaking information about this release of Oracle Financial Management Analytics. Review this Readme thoroughly before installing Oracle Financial Management Analytics.

The Configuration Utility enables users to map their application specific metadata to the predefined analytics. The configuration utility also enables integration between the EPM applications and Oracle Business Intelligence Suite Enterprise Edition Plus (OBIEE). Security is managed through Web Logic and honors the security access rights for Financial Management, based on existing authorization and access for the selected applications.

Additionally, the analytics may be extended to include other data sources.

For detailed information about the concepts and usage of Oracle Financial Management Analytics, see the following guides:

  • Oracle Financial Management Analytics Dashboard User's Guide

  • Oracle Financial Management Analytics Dashboard Administrator's Guide

New Features

Release 11.1.2.2.000 New Features

Oracle Financial Management Analytics contains the following new feature list:

  • In this release, the OFMA supports extended dimensionality.

  • In this release, the OFMA Configuration Utility has simplified deployment steps to perform.

  • The following manual procedures are automated in the Oracle Financial Management Analytics configuration utility:

    • Setting the Connection Pool Parameters for both Financial Management and Financial Close Management.

    • Setting the Financial Management Application Name in the RPD File

    • Renaming Custom Dimensions

    • Setting Default Members in the RPD File

    • Creating the FCM_OFMA Table for Financial Close Management for Oracle Databases only

    • Setting Financial Close Management Views on Oracle Databases Only

Installation Information

Oracle Financial Management Analytics Release 11.1.2.2 has a separate, stand-alone installation program. It is not included in the Enterprise Performance Management System Installer and Configurator. For details on how to install and configure Oracle Financial Management Analytics, as well as prerequisites for installation, see the Oracle Financial Management Analytics Administrator's Guide.

Using Microsoft Windows 2003 SP1

In some Windows 2003 SP1 installations, you may experience an "Access Denied" message while connecting from Financial Management Win32 or Financial Management Web. The client machine event log will show a "General access denied" error.

Microsoft has provided the following workaround to resolve a code issue with their RPC layer by disabling bind time negotiation for security context multiplexing.

To disable bind time negotiation for security context multiplexing, you must install hotfix Q899148 (http://support.microsoft.com/kb/899148).

Contact Microsoft Support directly for the Hot Fix.

After the Hotfix is obtained, follow these steps:

1. Select Start > Run, type regedit, and click OK.

2. Locate the following registry subkey: KEY_LOCAL_MACHINE\SOFTWARE\Policies\Microsoft\Windows NT\Rpc

3. Select Edit > New, and select DWORD Value.

4. Enter Server2003NegotiateDisable for the new DWORD Value.

5. Right-click Server2003NegotiateDisable and click Modify.

6. In the Value Data dialog box, type 1, and click OK. Note: This setting disables the bind time negotiation and multiple transfer syntax negotiation.

7. Exit the Registry Editor. Restart the Windows Server 2003-based computer.

Note: Hot Fix must be applied to all machines using Windows 2003 SP1 (App server, Web server, Reports Servers, etc.). If Win32 client is not being used, applying Hot Fix to the client machine is not necessary.

Supported Platforms

Required Products and Versions

Oracle Financial Management Analytics requires that Oracle Hyperion Financial Management, Oracle Hyperion Financial Close Management, and Oracle Business Intelligence Enterprise Edition are installed. Oracle Financial Management Analytics Release 11.1.2.2 supports the following releases of these products:

Note: Some supported products require PSEs to be installed prior to installing Oracle Financial Management Analytics, as noted below.

  • Financial Management:

    • Release 11.1.2.1 plus required Patch 11.1.2.1.102

    • Release 11.1.2.2

  • Financial Close Management:

    • Release 11.1.2.1 (Oracle DB only)

    • Release 11.1.2.2 (Oracle DB only)

  • Oracle Business Intelligence Enterprise Edition: Release 11.1.1.6

Supported Platform Information

Information about system requirements and supported platforms for all 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):

http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html

Supported Languages

Information about supported languages for Oracle Enterprise Performance Management System products is available in a spreadsheet format on the Translation Support tab in the Oracle Enterprise Performance Management System Certification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on OTN:

http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html

Defects Fixed in this Release

If you are coming from Release 11.1.2.1, use the Defects Fixed Finder tool to review the list of defects fixed between those releases and Release 11.1.2.2. This tool is available here:

https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1292603.1

  • 12355143 - The Trend report on the Balance Sheet dashboard may take several minutes to load.

  • 13012517 - When using Oracle Business Intelligence Mobile application in iPad / iPhone, you cannot navigate across dashboard pages.

Known Issues

The following are the noteworthy known issues of this release:

Table 1. Table

Defect NumberKnown Issues

12871441

The OFMA.log is generated during configuration, but the contents of the file are not localized.

12799154, 12415627

If the Custom1 dimension is configured for 57 or more products, the Executive dashboard graphs are not displayed.

12793647

For all Trend Reports, the accounts in the hierarchy are sorted on expansion.

12714915

When a user logs on to Financial Management Analytics, all regions configured (either through configuration utility or manually) for the regions dropdown will be displayed in the POV selector, even if the user does not have access to all displayed regions.

If an unauthorized region is selected and applied, the report will not be generated, and the following error message is displayed as part of the error string on the dashboard:

The member ABCentity doesn't exist in this application.

12714801

In Financial Management Analytics, a report or chart is only displayed to the user if that user has view rights (All, Read, Promote, Metadata) to each dimension member used in the chart or report:

Accounts

Entities

Regions

Custom dimension members (such as constant currency rate, products)chart or report.

If the user does not have the view rights to even one dimension member, the entire chart or report will not be displayed.

12634915

There are differences between the same application displayed in Financial Management and Financial Management Analytics as the result of differences in the rounding algorithm (only from the second decimal point) for data in OBIEE compared with that of Financial Management.

12416626

In this release, Trend reports display data only for base periods. Also, the Period dimension in the POV does impact the Trend report to the extent that the report shows data corresponding to the prior twelve points of the period selected in the POV.

12354881

In all Trend Analysis reports, across all dashboards, the expansion of accounts work fine, but it does not work as expected only in a particular scenario such as: When you click on the expand (+) sign next to an account, the report refreshes but when it comes back up, the account has not expanded. The account displays with the + sign, and no child accounts are displayed.

11803033

If you are using Internet Explorer 7, the Value and the Regions drop-downs appearcut off in the POV selector.

To work around this issue, click anywhere in the selection area to display the drop-down, and you can select the required option.

10372338

Some reports, such as Variance reports, allow users to expand the account hierarchy and drill down; however, expansion is not possible if the account in the report is at the level 8 or more in the Financial Management account hierarchy.

To work around this issue, if you need any Financial Management account that is level 8 or greater to display in the report, you must explicitly select the required accounts that are needed in these reports in the Configuration Utility. The selected accounts will be displayed separately (not under the parent) in the report.

12802933

When browsing from one dashboard to another in Financial Management Analytics, users with None rights for the default entity may experience nqsserver errors.

12767997

If your application's aliases for custom dimensions contain spaces, you may receive errors when working with the Gross Profit by Products graph on the Gross Profit dashboard.

12595026

Labels for the Trend report in the Process Management dashboard may not display correctly if the selected Scenario has a default frequency of Quarterly.

12590951

When you select Q1 for the period in the POV selector, the Performance Indicator Trend report may incorrectly display 13 periods.

12713925

For French applications only, graphs are not displayed.

To work around this issue, enter "abc" as the application name to enable the graphs, rather than the localized application name with special characters may not work.

13844832, 13849425

While upgrading the Hyperion Financial Management Client installation from 11.1.2.1.000 to 11.1.2.2.000, then EPM configuration launches an error message.

13555981

Column names may occasionally display vertically.

> To work around this issue:

1. Access to OFMA dashboard 2. Select Performance Indicator tab 3. Edit Performance Indicator YOY table. 4. Go to Result tab, and then Edit Table from the view. 5. Go to Column & Measure, and then select Variance more option, and then select Format heading. 6. Uncheck Wrap text check box and then click Ok. 7. Go to Criteria Tab, and then Save the report. 8. Go to Performance Indicator dashboard to verify the fix.

13887614

During FCM configuration, the tnsnames.ora file present in the OBIEE installed folder is always updated with the Oracle Database details. If the environment has uses a different file specified in the TNS_Admin environment variable, it has to be manually updated with the FCM datasource.

13944735

  1. uring configuration some temporary files may be generated in the following location: <ofma_install_location>\OFMA folder, which can be ignored.

13928987

If you are using IE 8 - Internet Explorer browser, the Performance Indicators Trend graph is not displayed. This issue is due to the thousands separator in the properties. This is an OBIEE issue, refer bug number 13818618.

13974606

After upgrading the Hyperion Financial Management 11.1.1.4.000 to 11.1.2.1.000 the Process management dashboard graphs error out.

This issue may be due to the following files were renamed, because of which the graphs were failing. As a workaround, perform the following:

  1. At the following location: <ofma_install_location>\OFMA\FinancialManagementAnalytics\root\shared\ofma\ofma-reports\process+management

  1. code}. Rename the following files

From processmgmttrendanalysis_ps1 to processmgmttrendanalysis

From processmgmtstatistics_ps1 to processmgmtstatistics

From processmgmtmetrics_ps1 to processmgmtmetrics

  1. Restart the OPMN services.

Tips and Troubleshooting

Common Errors

Table 2. Table

ProblemPossible Cause(s)
 
  • The connection pool may not be set correctly based on users accessing the system; or

  • Connectivity issues may exist between the machines hosting OBIEE and/or Financial Management; or

  • A Financial Management patch may need to be applied in the distributed environment

 
  • If the server response is slow, the graphs may time-out based on settings in OBIEE; or

  • You may need to refresh the report

 
  • Dashboards often do not reflect changes to metadata; this typically happens when re-configuring using the Configuration Utility

  • You may need to delete cache using Cache Manager or Enterprise Manager

 
  • Financial Management patch(es) may need to be applied

 
  • OBIEE patch may need to be applied

 

It may be because of the Financial Close Management database schema's administrator password changed, then perform the following steps:

  1. Using the online mode, open the Oracle Financial Management Analytics RPD file, file name for example: FinancialManagementAnalytics.rpd.

  1. In Physical layer of the repository file, under the Financial Close Management node, select the Connection Pool.

  1. In the General tab, enter the valid user credentials details and click OK to save the repository.

 

This issue occurs when you try to connect for another OBIEE server other than machine, where OFMA Configuration Utility is running.

Access is denied

Graph time-out

Metadata is not reflected in dashboard

Process Management Dashboard errors

Member DIM is not found

If the Close Schedule Summary dashboard fails.

OBIEE DOMAIN does not exist or is not accessible

Documentation Updates

Accessing EPM System Product Documentation

The most recent version of each EPM System product guide is available for downloading or viewing from the EPM System Documentation area of the OTN Web site (http://www.oracle.com/technology/documentation/epm.html). You can also use the EPM System 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 Software Delivery Cloud 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.

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.

Accessibility Considerations

It is our goal to make Oracle products, services, and supporting documentation accessible to the disabled community.Familyproducts support accessibility features, which are described in the product's Accessibility Guide. The most up-to-date version of this guide can be found in the Oracle Enterprise Performance Management System Documentation Library on the Oracle Technology Network (http://www.oracle.com/technology/documentation/epm.html).

In addition, this Readme file is accessible in HTML format.