Oracle® Financial Management Analytics

Release Patch Set 1 (PS1):


Purpose. 1

Installation Information. 2

Using Microsoft Windows 2003 SP1. 2

Supported Platforms. 3

Required Products and Versions. 3

Supported Platform Information. 3

Supported Languages. 3

Known Issues. 3

Tips and Troubleshooting. 6

Common Errors. 6

Documentation Updates. 6

Accessing EPM System Product Documentation. 6

Accessing OBIEE Product Documentation. 7

Copying and Pasting Code Snippets from PDFs. 7



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.

This is the first release of Oracle Financial Management Analytics, an analytical application that provides executive access to a unified financial and nonfinancial picture of the performance of an organization through a series of dashboards.

Prebuilt analytics display key performance indicators, Financial Close Process status and other metrics using consolidated data from existing Oracle Hyperion Financial Management, Fusion Edition and Oracle Hyperion Financial Close Management applications. The dashboards enable users to analyze the data in an accessible format, according to various business-financial scenarios.

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


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Installation Information

Oracle Financial Management Analytics Release 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 (

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.

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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 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:

o    Release

o    Release plus required Patch 12843958

o    Release plus required Patch

·         Financial Close Management: Release (Oracle DB only)

·         Oracle Business Intelligence Enterprise Edition: Release plus required Patch MLR

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) and listed in the Oracle Business Intelligence product area:

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Supported Languages

In this release of Oracle Financial Management Analytics, the user interface is available in English, French, German, and Italian. The online help and product guides are available in English.

Information about supported languages for other 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):

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Known Issues

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

Defect Number

Known Issues


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


An "Access is Denied" error is generated when trying to run reports in Oracle Business Intelligence Enterprise Edition. You need to make change in the registry to work around this issue.


CAUTION: Oracle recommends this procedure be performed by an experienced Administrator only.


To work around this issue, perform the following procedure:

1.    From the main menu, select Start, then Run.

2.    In the Run dialog box, type regedit, and then click OK.

3.    Locate and then click the following registry subkey:
HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Microsoft\Windows NT\Rpc

Note: If the Rpc key does not exist, you can add the Rpc key in the registry.


4.    Click the Edit menu, then point to New, and then click DWORD Value.

5.    Type Server2003NegotiateDisable as the name of the new DWORD Value.

6.    Right-click Server2003NegotiateDisable, and then click Modify.

7.    In the Value Data box, type 1, and then click OK.

8.    Quit Registry Editor.

Restart the Windows Server 2003-based computer.

12799154, 12415627

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


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


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.


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.


There are differences between the same application displayed in Financial Management and Financial Management Analytics as the result of differences in the rounding algorithm for data in OBIEE compared with that of Financial Management.


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.


In all Trend Analysis reports, across all dashboards, the expansion of accounts
is not working.

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.


If you are using Internet Explorer 7, the Value and the Regions drop-downs appear
cut 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.


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 needs to in the Configuration Utility.  The selected accounts will be displayed separately (not under the parent) in the report.


Descriptions appearing on the dashboard honor the setting of Default Language in Financial Management instead of the Language setting of user's Preference in OBIEE.


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


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.


Labels for the Trend report in the Process Management dashboard may not display correctly.


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


For all dashboards, you may experience long delays while Trend reports load.


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


For French applications only, graphs are not displayed.

To work around this issue, enter abc as the Application Name, rather than the actual application name to enable the graphs to be displayed.

@Since we have a workaround and application name being set in rpd has been
@ given as an option to user to set (he can provide any name, ex OFMA) so
@ making the severity as 3. The name being set will be seen only in the logs
@ and not in any other UI.


When using Oracle Business Intelligence Mobile for iPad / iPhone, you cannot navigate across dashboard pages.


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Tips and Troubleshooting

Common Errors


Possible Cause(s)

Access is denied


·         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

Graph time-out

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

·         You may need to refresh the report

Metadata is not reflected in dashboard

·         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

Process Management Dashboard errors

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

Member DIM is not found

·         OBIEE patch may need to be applied


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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 (

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.

Accessing OBIEE Product Documentation

The OBIEE product guides are available from the Business Intelligence Enterprise Edition area of the OTN Web site (

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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