Oracle® Hyperion Financial Management



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Authors: EPM Information Development Team

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Table of Contents:


New Features

Installation Information

Oracle Database Requirements

Supported Platforms

Supported Languages

Supported Paths to this Release

Defects Fixed in this Release

Known Issues

Documentation Updates

Accessibility Considerations

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

  • See the Oracle Hyperion Financial Management New Features . For new features relating to installation, architecture, and deployment changes in this release, see "New Features" in the Oracle Enterprise Performance Management System Installation and Configuration Readme .
  • Beginning with this release, the Windows client can only be used for these features: Metadata Manager and Profile Manager. These items are now only available offline and have 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 components. It is recommended to use Oracle Hyperion EPM Architect, or for Classic applications, use the Web interface.

Late-breaking information about installation of Oracle Enterprise Performance Management System products is provided in the Oracle Enterprise Performance Management System Installation and Configuration Readme . Review this information thoroughly before installing EPM System products.

  • If you use Oracle Database Client 10.2.x or 11.1.x for Financial Management, you must set the StmtCacheSize registry setting for Oracle OLE DB to 10 on all Financial Management application servers and Web servers. This is due to a memory issue in Oracle Provider for OLE DB. The registry setting path is: Hkey_Local_Machine\Software\Oracle\Key_Homename\Oledb. Note that the 11.2.x Oracle Database Client should not be changed. To resolve the high memory usage, enable Statement Caching. The configured value must not be zero. The recommended value is between and 1 and 10.
    1. Edit the registry value: Hkey_Local_Machine\Software\Oracle\Key_Homename\Oledb Value Name: StmtCacheSize Value (decimal): 1, where Key_Homename refers to the appropriate Oracle Home.
    2. Stop and restart the Financial Management application processes.
  • In addition, if you are using System 11 on a 64-bit operating system with a 10g database, the Oracle OLE provider on all Financial Management servers must be at least If you are using 32-bit with 10g, the Oracle OLE provider version MUST be at or greater than the database server version. If you are running 32-bit or 64-bit and using or OLE Provider, you must upgrade to Oracle Database Client

Information about system requirements and supported platforms for EPM System products is available in a spreadsheet format in the Oracle 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), listed in the Oracle Business Intelligence product area: .

Information about supported languages for EPM 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, listed in the Oracle Business Intelligence product area: .

You can upgrade to EPM System Release from the following releases:

Note: For instructions to upgrade, see the Oracle Enterprise Performance Management System Installation and Configuration Guide ,"Upgrading EPM System Products."

Note: If you are starting from Release, 9.3.0.x, 9.3.1.x (except for Oracle Essbase,,, and, or 11.1.1.x, Oracle recommends that you upgrade to Release as your interim release. 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 Essbase and Shared Services Release, however, still synchronize security information. For this reason, if you are using Essbase Release,,, or, you must first upgrade all products to Release 9.3.3, instead of Release

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

  • 13687645 - Under certain circumstances, the submission of data using HSSetValue is very slow in Oracle Hyperion Smart View for Office.
  • 13567011 - The use of the override function to display Enhanced Cell Text does not work correctly in a Web data form.
  • 13547927 - Viewing report objects in PDF format for related content does not work correctly.
  • 13462738 - Under certain circumstances, when retrieving a data cell in Smart View using the HSGetValue function, random invalid member errors occur.
  • 13437816 - When the server's regional setting is set to Turkish but the browser is set to English, an error occurs when accessing Process Flow history.
  • 13396168 - In a Web data form, if you enter values and calculate without first saving the data, the warning messages are always in English and not localized.
  • 13254421 - Under certain circumstances, Smart View creates “ bad userparam ”records.
  • 13241158 - Performance problems occur when loading rules with HS.Input rule statements.
  • 13116329 - The function to open and view Cell Text is not accessible if the cell is locked.
  • 13109254 - When attempting to select a Chinese Extended Analytic Template, the system always advances to the first template in English.
  • 13103045 - Under some multi-user situations, the journal screen freezes when you try to post journals.
  • 13100432 - Some warning messages in Web data forms always display in English even though the language setting is not English.
  • 13098887 - Under certain circumstances, the data load process fails with an "Update data using multi-dim buffer" error.
  • 13088994 - The Financial Management provider for Smart View should support header-based authentication.
  • 13087005 - The system should include the ability to view multiple tasks simultaneously in Oracle Hyperion Enterprise Performance Management Workspace.
  • 13066217 - The default aggregation weight for Custom dimensions should be set to 1 instead of 0.
  • 12940105 - Under certain circumstances, the loading rules process causes the system to not work properly instead of displaying correct error messages.
  • 12901953 - The background header in a Web data form with a line break is not visible.
  • 12876553 - The system should not include "invalid item ID" errors in the error log.
  • 12868844 - On Internet Explorer 7, the system does not work properly when adding a security class in Oracle Hyperion Shared Services.
  • 12859809 - You cannot select both Year and Scenario filters in the Copy Application utility.
  • 12830253 - In the Win32 client, under some situations during removal of multiple members from a parent within the tree, errors occur.
  • 12827228 - Errors occur while reading objects from the installation registry.
  • 12808761 - An Entity Detail report that contains source transactions displays abnormal characters.
  • 12796088 - An Ad-hoc zoom with "All levels" displays blank cells for some POVs.
  • 12767085 - When extracting task audit, the description field is blank in Microsoft Excel.
  • 12757973 - Under certain circumstances, Oracle Hyperion Enterprise Performance Management System Lifecycle Management export causes an "Unexpected failure in artifact" error.
  • 12724957 - Project view contents are not displayed.
  • 12722074 - Dynamic calculations are not working in Release
  • 12719671 - Performing calculations for more than one entity does not work in Process Control.
  • 12662186 - The option to override the member selector of Journals report is too small to select.
  • 12660612 - The entity filtering option in Data Audit is not working.
  • 12656033 - The system does not pre-validate the Custom Top member when entering a journal.
  • 12655012 - Invalid dimension members assigned to a variable in a rule are not properly validated.
  • 12640399 - When selecting a member from member selector for the [Hierarchy] list, the system does not display anything until you select a different list and then select the [Hierarchy] list again.
  • 12635315 - The Suppress zero and Suppress Nodata options do not work as expected in some situations.
  • 12627238 - In Release, Intercompany Matching Reports cannot be opened in PDF format.
  • 12626866 - Journals detail information is not displayed in the Entity Details Report.
  • 12616998 - Searching for members doesn't work when using "member list" as filter when the form is open in Smart View.
  • 12606142 - The scroll feature in the browser view does not work.
  • 12603229 - Under certain circumstances, the top half of the data in the Intercompany Matching Report is not displayed.
  • 12600932 - The Copy utility does not create the ERPI URL sequence in an Oracle database..
  • 12600113 - Issues may occur when loading some rules in Release
  • 12586409 - HS.EXP rules for Rates require a complete POV for Custom dimensions.
  • 12580154 - Smart View does not execute a Financial Management custom document in a tasklist.
  • 12571427 - Journal filtering with a label using wildcard % as prefix does not work correctly in Release
  • 12565880 - You may experience issues when using Internet Explorer 8 and clicking on a data grid.
  • 12563605 - You cannot log into Smart View when attempting to connect to a private connection, and the system repeatedly prompts you for a password.
  • 12560759 - When Financial Management and EPM Workspace are configured in a SSL Offloading environment, opening a Web data form displays an SSL warning message.
  • 12534893 - In some situations, the system is incorrectly checking the status of all periods instead of only the source and target period during the Data Copy process.
  • 12421352 - You cannot select Financial Management Classic applications from Oracle Hyperion Calculation Manager.
  • 12380891 - When opening Custom documents, the system prompts you to save or to open with a program rather than opening it with the browser.
  • 12378837 - The Administration menu options should be removed for users who are not part of the Administrator Group.
  • 12364553 - In some situations, HsvDataSource remains open which increases memory consumption and causes the system to not work correctly..
  • 12314739 - Native users receive errors while registering the application with the Group provision.
  • 11853858 - Under certain circumstances, the application does not work correctly when there are not enough connections in the SQL connection pool..
  • 11824397 - An Intercompany Matching Report with multiple plug accounts when output to XLS format contains formatting issues with the plug account.
  • 11805195 - Filtering using underscores in the Journal label for an Oracle database does not work.
  • 11805170 - Journal filtering does not always work correctly because the system changes to lower case automatically during the search process.
  • 11728092 - Under certain circumstances, performance issues occur with security extract.
  • 11725940 - Under some multi-user situations, posted journals are no longer accessible from the Journals module.
  • 11681773 - In some situations, the review levels displayed in the Process Control history are not correct.
  • 11656587 - Under some multi-user situations, the journal stored value is not the same as the value entered in the journal.
  • 11076957 - The Financial Management sticky server configuration does not work properly in Smart View.
  • 10415348 - Filtering on an entity in a journal template does not work properly.
  • 10382249 - Under certain circumstances, you cannot lock the [NONE] Value member.
  • 10329672 - In some situations, the parent member is not correctly displayed for the entity in the POV for a Web data form.
  • 10273625 - When applying a link to a Web data form on a row that is greater than 100th row, the link cannot be accessed using the right-click context menu.
  • 10233076 - The Show Description option is not retained throughout the user session after it is enabled. You must reselect the option each time you launch the member selector.
  • 9824270 - If the Web data form contains string overrides, when exporting to Excel, you cannot open the form.
  • 9702275 - If you output the journal report in XLS format, the leading zeros are truncated.
  • 9387912 - Under certain circumstances, the system displays a "RPC server is unavailable" error message when you view system messages.
  • 8624868 - In some situations where there are invalid DCN or ETX records, the consolidation process produces errors because invalid records are not being filtered out for processing.
  • 13795779 - If you try to load a data file larger than 48 Megabytes, you will receive errors.
  • 13718666 - When upgrading from release 11.1.2, the FileTransferData directory is not created.
  • 13699053 - When using Journals and templates, preference settings for decimal character and thousand separator are not reflected.
  • 13650689 - When managing Journals and filtering on Entity, the Member Selector does not reflect the parent entity.
  • 13528287 - When working with web data forms, header length option settings are not reflected.
  • 13456823 - When loading documents, Intercompany reports that are not supported are still appearing.
  • 12421119 - Loading labels that have descriptions more than 80 characters in length is not validated during the metadata scan and causes errors to occur when loading metadata.

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

  • 13816644 - An application must have symmetry of periods at the base level in the Period dimension, or an error occurs.
  • If you do not properly shut down Financial Management, temporary files may remain upon reboot. To ensure optimal performance, delete all *.db.* filenames from the Server Working Folder before launching Financial Management.
  • If you do not allow enough space in the initial creation of the relational database tables, you can create applications, but not open or delete them. To create database tables, refer to your database guide.
  • 13903470 - The URL for the Web Server is no longer required on the Application Creation screen.
  • 13903506 - The ampersand (&) character is not a supported character for an application label.
  • To run Calculation logic on the Value dimension Adjustment members, you must enable the AllowAdjs entity attribute. Otherwise, the entity may not change to an OK status.
  • 13903532 - You may encounter an issue with not being able to open applications with certain MBCS naming patterns in an Oracle database. Double-byte characters require two bytes to be stored in Oracle. This means that an nvarchar2 field ten characters in size does not support ten double-byte characters, thus you cannot create applications with more than five international characters.
  • 9388078 - If your database is taken offline and then brought back online, you must reboot your Financial Management system.
  • To access Financial Management Administrator menu items and functions in Oracle Hyperion Enterprise Performance Management Workspace, you must be assigned the Financial Management Administrator role or the Financial Management Application Creator role.
  • 13903569 - You must be assigned the Project Manager global security role to delete a Financial Management application in both Classic and Performance Management Architect applications. If you do not have this role, the application does not successfully delete.
  • 7638942, 7834482 - If you use an Oracle database, certain Financial Management application name characters may prevent you from creating applications, or you may receive an error that the application does not exist. Do not use the Turkish "I" or the German "sharp ess" in application names.
  • 13816644 - You must have symmetry of periods at the base level in the @ periods dimension.
  • 13808541 - In Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications, when you try to register Financial Management applications with multi-byte characters, errors occur.
  • For Classic applications, only one language is supported. The default language selected in the ERP Integrator application registration screen is used to populate the first language in the Financial Management language list. It is possible that the default ERP Integrator language is English, the first Financial Management language is French, and the English member description is pushed to French in Financial Management. It is important to make sure that this is correctly set in ERP Integrator.
  • 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 ERP Integrator attempts to find a match between the ERP Integrator list and the alias member list from Oracle Hyperion EPM Architect.
  • ERP Integrator 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 ERP Integrator, these would be different members, but this is not supported in Financial Management.
  • Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications and source ERPs support special characters in member labels, such as "-" and "/". Financial Management does not support these characters for member labels.
  • 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.
  • If you are using the 64-bit version of Financial Management, a defect in the IBM DB2 9.5 and 9.7 client software 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 the DB2 defect JR32605. The defect has been fixed in the DB2 9.5 Fix Pack 5 client software, so Oracle recommends using the DB2 9.5 version.
  • 13727929 - Due to a bug in the Error Handler objects, when using DB2 as the Financial Management database, no records are written to the database HFM_ERRORLOG table. Informationals, warnings and errors are only written to the local HsvEventLog.log file and the MS Windows NT Application log. Workaround: Configure the Financial Management system to use a UDL file rather than storing the Database Connection information in the Hyperion installation registry. Contact Oracle Support for information on using this workaround.
  • 13742721 - When you are using DB2 as the Financial Management database and using SSL as the DB communication protocol, Financial Management may fail to connect to the database. If this problem occurs, use the following method to allow Financial Management to connect to the database. Workaround: On all application and Web servers, you must create two new NT registry values and one UDL file to allow Financial Management to connect to the DB2 database. Key name: HKEY_LOCAL_MACHINE\Software\Hyperion Solutions\Hyperion Financial Management\Server . Value name: SystemDataLinkFile, Value type: REG_SZ, Value: path to UDL file . Value name: UseUDLFile, Value type: DWORD Value:: 1.
  • The following database settings are recommended when using Oracle databases with Financial Management: 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 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 STATISTICS.
  • Oracle 11.1.2.x databases use a Deferred_Segment_Creation feature that is enabled by default in all installations. A table is created only after a row of data is inserted. If you use the Export (EXP) utility to back up your database, any table that does not contain rows will not exist in the report (for example, metadata DESC tables) and Financial Management may not start against a restored database due to the tables being missing. You can disable this feature by logging in to your instance using SYSTEM or SYS and change the setting to force tables to be created automatically. Issue the command: Alter system set deferred_segment_creation=false; Any table created after issuing this statement will be created automatically. If you already have an instance with empty tables and want to export the application, you can alter each table individually to force creation and allow the table to be used by the EXP (export) command. Issue the following command for each empty table: Alter table <table_name> allocate extent;

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 ( ). You can also use the Oracle Enterprise Performance Management System Documentation Portal ( ), 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 ( ).

Individual product guides are available for download on the Oracle Technology Network Web site only.

The user interface of Financial Management Release does not support accessibility.