Oracle® Hyperion Financial Management
Readme
F13987-02
March 2020
Purpose
This document includes important, late-breaking information about this release of Oracle Hyperion Financial Management. Review this Readme thoroughly before installing Financial Management.
Scope of this Release
Financial Consolidation and Close Release 11.2.1.0.000 offers these benefits:
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Delivers updated technology, including Fusion Middleware (FMW) 12g.
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Includes updated platform certifications.
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Streamlines and simplifies the architecture, updating the underlying technology stack without a major upgrade.
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Provides a simplified repository configuration to streamline infrastructure and architecture for the future.
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Includes Premier Support through at least 2030.
For complete information on features and products supported in Release 11.2.1.0.000, see the Oracle Enterprise Performance Management System Readme.
About the New Features in this Release
This section includes new features in Release 11.2.1.0.000 and Release 11.2.0. To review the list of new features from earlier releases, use the Cumulative Feature Overview tool. This tool enables you to identify the products you own and your current implementation release. With a single click, the tool quickly produces a customized report of new feature descriptions. This tool is available here:
New Features in Release 11.2.1.0.000
Release 11.2.1.0.000 adds support for Google Chrome web browser, Microsoft Edge web browser, and Windows Server 2016. Check the Oracle Enterprise Performance Management System Certification Matrix for all platform requirements.
New Features in Release 11.2.0
Task Audit Enhancements
In Task Audit, the system now generates entries for Journal Period Opened, Journal Period Closed, Data Locked, and Data Unlocked. Each lock and unlock audit event will have a description indicating which cell or cells were locked or unlocked, including the Scenario, Year, Entity (and descendants if applicable), and Period. See "Auditing Tasks"in the Oracle Hyperion Financial Management Administrator's Guide.
Configuration Settings
Two new configuration settings have been added for calculations.
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MaxNumConcurrentCalculations - The maximum number of concurrent calculations allowed per server per application. The default value is 8.
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ConcurrentCalculationWaitTimeInSecond - If the maximum number of concurrent calculations are running and a user launches a new calculation, the system will wait until the timeout and log a message in the system log about the timeout with the POV details. The default value is 30 seconds. If the maximum number of concurrent calculations are running and ConcurrentCalculationWaitTimeInSecond = -1, and a user launches a new calculation, then the system will wait infinitely until one of the calculations finishes.
See "Available Configuration Settings" in the Oracle Hyperion Financial Management Administrator's Guide.
Upcoming Changes
Internet Browser Support
For Internet Explorer Browser users, Microsoft recommends using the new Microsoft Edge as your default browser. With this guidance in mind, Oracle Enterprise Performance Management System will no longer support Internet Explorer starting with release 11.2.2.0.000. If you have any questions regarding de-support, please create a Service Request. For additional guidance on Internet Explorer Lifecycle, please reach out to Microsoft.
Installation Information
Late-breaking information about the installation of EPM System products is provided in the Oracle Enterprise Performance Management System Installation and Configuration Readme. Review this information thoroughly before installing EPM System products.
Complete instructions for installing this release are in the Oracle Enterprise Performance Management System Installation and Configuration Guide.
About Supported Platforms
Information about system requirements and supported platforms for Oracle Enterprise Performance Management System products is available in 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 Oracle Technology Network (OTN):
http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html
Browser Support
Financial Management does not have a browser version dependency; however, it is possible that the products that Financial Management works with do have dependencies.
Check the Oracle Enterprise Performance Management System Certification Matrix and specific product readmes for any additional browser support requirements.
The 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
Supported Languages
Information about supported languages for Oracle Enterprise Performance Management System products is available in 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
Backward Compatibility
Financial Management supports the Oracle Enterprise Performance Management System product versions listed in the Release Compatibility tabs 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 Release 11.2.1.0.000
The topics in this section include defects fixed in Release 11.2.1.0.000.
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30878222 - Task audit for posted and unposted journals now includes the POV description.
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22874380 - The Import Application admin task is now translated to Japanese.
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22922666 - The Stop icon for the rules profile is now translated to Japnese.
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30597634 - When you click the Reset button on the Load Data page, errors no longer occur.
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30473653 - In the Intercompany Manager module, filtering and member selection now work correctly for non-admin users.
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30599404 - For Intercompany transactions, when the system is idle for 30 minutes, the system correctly displays a timeout message.
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30563714 - The ADF logs no longer display warning messages about the session interface.
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30655855 - When loading documents, the Document Type is now displayed.
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30656081 - In data grids, the system correctly shows No data to display without the row heading when Suppress No Data is selected.
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30154410 - Cell information is now displayed without errors.
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30215359 - The Task audit logs no longer display blank entries.
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30633972 - Opening Consolidation Administration, System Messages no longer produces errors.
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30729143 - The UseCalcStatusCacheDuringConsol configuration setting has been added.
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30579442 - When you refresh a Smart View Adhoc worksheet, an invalid item error no longer occurs.
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30668389 - Logging has been added for the mailer send function.
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30837904 - Intercompany Reports run as expected after upgrading to 11.1.2.4.
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30879668 - After upgrading to 11.2 for an application that used EPMA, the security and metadata load options work correctly.
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30884901 - Task audit for posted and unposted journals now includes the POV description.
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21900002 - You can assign a user with all security classes when there are more than 100 security classes.
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30532348 - When you load application elements and select member lists during the load process, errors no longer occur.
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30633571 - After creating an application, the XfmDataSource server process is now visible.
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30065194 - Accessing an application after services restart no longer produces an error.
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21913006 - After data loads, temp files are now cleared in the HFM Server working folder.
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30567789 - The Copy/Paste right-click menu within the Submission Phases table now works properly.
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30644654 - When creating a folder while selecting the Security Class folder, an unexpected error no longer occurs.
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30574562 - When you re-select the cell menu in Process Control, an unexpected error no longer occurs.
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30594283 - When you click Refresh in Manage Journals, an unexpected error no longer occurs.
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30599527 - When you click Refresh in Running Tasks, an unexpected error no longer occurs.
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30612953 - In Process Control, you can now change the cell after navigating from Manage Journals.
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30644776 - You can move an account from the Journal table to the POV.
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30675159 - In Task Flows, when you run the Calculate task flow, the entry displays correctly in the audit log.
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30777520 - Extract Security now correctly extracts the security class access.
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30891066 - Large data grids now open successfully without errors.
Defects Fixed in Release 11.2.0
The topics in this section include defects fixed in Release 11.2.0.
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22263269 - Support for SSL connections to MS SQL Server has been added.
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23078316 - Smart View indentation now works correctly.
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23228048 - Importing an application now completes without errors.
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23265348 - When extracting data using a taskflow, Line Item details are now correctly extracted.
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24580736 - In Shared Services, removing more than one security class is now possible.
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24670673 - Journal reports show the same created/ posted dates as Manage Journals.
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24753701 - Using Financial Management with SQL Server no longer causes ODBC errors.
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25250479 - Data forms that use a dynamic member list complete without invalid member errors.
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25310773 - The Financial Management Insights feature now opens successfully.
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25474272 - In Import Applications, Unicode application names and descriptions are now supported.
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25525587 - The Document tabs display correctly when the browser zoom level is more than 100%.
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25556937 - When you run an overlapping consolidation process, a warning message is displayed.
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25660919 - Users with the View Data Audit role can now extract data audit records.
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25723476 - You can delete a single journal entry row in a journal.
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25869969 - The Load Data tab now opens successfully after you clear data load rows.
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26813051 - In Taskflows, the Process Management action now has an option to select a phase.
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26839964 - If a user does not have security access to the POV, cell text is not available for the user.
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27057323 - In Smart View Ad-Hoc, the error about using each dimension once no longer occurs.
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27222752 - Journals can be created successfully for the Windows regional language.
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27566241 - In Extended Analytics, a Data Extract template that was migrated previously now opens successfully.
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27590946 - The Import Application process now completes successfully when you use data filters.
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27654716 - You can now choose the delimiter when using a Taskflow to perform a data extract.
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27839227 - The cell information no longer displays data when a data grid shows Invalid Intersection.
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27866478 - A data form cell with an Override string now displays correctly in Smart View.
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27972605 - Custom short names and aliases now display properly after upgrade.
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28031470 - HFM Insights now correctly displays the status of the application.
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28058040 - When loading metadata, the system checks referential integrity properly.
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28150657 - After upgrading, the Currency grid cells display the correct colors for invalid cells.
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28201606 - Using a Turkish character set, non-admin users can log in to applications.
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28201675 - When an Admin-task is running for an application, the system prevents a second admin-task from starting.
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28201679 - The Reorder Tabs option no longer displays when only one tab is open.
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28201685 - In data forms, you can attach cell text documents for Contribution Total.
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28201692 - In Database Management, errors no longer occur when copying data for member lists.
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28201720 - Localization issues have been fixed in data forms.
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28201726 - Localized text now displays correctly in error messages.
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28201820 - Opening applications no longer produces a session error.
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28202030 - The shortcut key for Importing Applications has been changed.
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28202075 - Modifying and reopening large data grids no longer causes memory issues.
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28202085 – Error messages for large data grids are now more specific.
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28208272 - Localized text now displays correctly in the rules profiler.
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28208284 - Localized text now displays correctly in the Web form designer.
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28208296 - Localized text now displays correctly in defining dimensions.
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28208455 - In Process Control, the calculation status summary chart is now displayed.
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28208469 - Applications are now always started on the expected servers.
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28208495 - In Data Forms, Manage Process document attachments now work properly.
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28208498 - Manage Process now opens correctly from a data grid.
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28208536 - The Extract Metadata process now shows the correct value for Enable Customs settings.
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28208616 - User-defined attributes now load correctly for custom dimensions in a metadata load.
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28373451 - After upgrading, Journal reports open properly in edit mode.
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28373472 - Importing applications now successfully copies data tables.
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28373491 - When you run Clear Data, you can now select to skip Inactive Descendants.
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28430521 - Entity Details are now displayed correctly in data forms.
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28438177 - After upgrading, you can now set up Related Content links.
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28537099 - When setting the Reason Code for Intercompany Transactions, the system checks the user’s access rights.
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28572025 - No Input rules now work as expected with user-defined properties in metadata.
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28578746 - Descriptions of Account members with single quotes are now exported properly.
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28578771 - The Scheduled Start time now displays correctly in Running Tasks.
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28639446 - Clear Data functionality now works correctly for non-admin users.
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28658627 - In Smart View, scaling and decimal values display correctly when entering the values in Ad-Hoc.
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28665974 - After consolidation, the system displays the correct calculation status for parent and child members.
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28679068 - Running Scan / Delete Invalid Records for larger applications completes successfully.
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28706652 - The security class of a data grid is now retained when it is opened from a tasklist.
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28721135 - Consolidations are no longer failing intermittently with VBScript rule errors.
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28844044 - The application ODL log no longer logs many Invalid Item ID errors daily.
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28872562 - Deleting Data Audit records using filter settings now works correctly.
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28872569 - After a data load, the Drill Through option is now displayed correctly.
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28872581 - For Process Management Actions in a Taskflow, you can select multiple entities.
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28872591 - Connecting to Financial Management now works successfully from Smart View.
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28872600 - In Process Control, you can view Ancestors for base level and parent level entities.
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28872619 - The OnDemand rules now only execute if the user has the proper security access.
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28872633 - When you load Intercompany reports in the Load Document page, you can now select Intercompany in the Document Type list.
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28872640 - The number of database connections is now higher for multi-server environments.
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28872669 - Task Audit now displays more than 100 task audit items.
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28872672 - Security checks for Intercompany Matching reports through Process Management now work correctly.
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28872679 - Task audit records are properly displayed when the date range is set to the Include All option.
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28954706 - Smart View displays the same data for a dynamic account with scale as the data form.
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28961407 - The “Object reference not set” error no longer occurs for journal entries in Smart View.
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29028946 - After upgrading, submitting cell line item data now completes successfully.
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29166449 - The METADATAVIEWOPTION.SETINCLUDEGENERATION function now works correctly in the Object API.
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29180315 - The Override member with Current function now updates and overrides data correctly in data forms after changing the POV.
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29184593 - In data grids, the source transaction now displays the correct values for the POV.
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29228227 - Security classes are now sorted in alphabetiical order by label.
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29231440 - Data export from FDMEE is allowed for non-default ports.
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29233885 - An extracted data file can be loaded again if cell text is entered for multiple lines.
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29247315 - When refreshing a Smart View worksheet, the “data grid object” error no longer occurs.
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29259048 - The AllowOverlappingConsolidationOverride setting now works correctly.
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29295178 - The Entity member is now displayed in Parent.Child format for all data form dialogs.
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29295187 - You can select a non-ICP Parent member for the ICP dimension in data forms.
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29328045 - Extended Analytics extract process now extracts all the records successfully.
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29390276 - Custom documents such as a PDF now open properly in Internet Explorer.
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29479736 - You can now open a data grid or form in Smart View from the Oracle Smart View Web link.
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29532285 - Connecting to Smart View no longer produces errors.
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29642147 - Running an Auto-match in Intercompany Transactions now completes successfully.
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29677326 - In Process Control, seleting Process History with filters no longer results in errors.
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29687618 - Using a taskflow for performing a delete operation for extract data to database no longer produces errors.
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29694554 - The tempdb size no longer continually increases after queries.
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29836165 -Support has been added for self-signed certificates and for SSL connections to Oracle.
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29856197 - Updating security classes in a bulk upload now works correctly.
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29921059 - Configuration settings have been added for MaxNumConcurrentCalculations and ConcurrentCalculationWaitTime.
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29926439 - When you access Running Tasks from Consolidation Administration, it no longer displays a server error.
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29932718, 30080890 - The Data Load process no longer takes a long time to load over 1 million records.
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29942897 - The Force Calculation activity is now included in audit logs.
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30363713 - When you extract security reports from Shared Services, Running Tasks no longer displays blank tasks.
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30137941 - The start time for tasks with a Scheduled Start time now displays correctly.
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30109400 - When you access HFM Insights, an ADF error no longer occurs.
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30079047 - The Intercompany Matching Report run time now matches the time in the Task Audit report.
Known Issues
The topics in this section contain the noteworthy known issues of Release 11.2.1.0.000 and 11.2. To view known issues from Release 11.1.2.4 or later PSE or PSUs, see those Readmes.
Configuring the Financial Management Database using an SSL Connection
If you configure the Financial Management database by using SSL connection, an error occurs while accessing the Consolidation Administration feature. This issue occurs because the JDBC datasource named "hfm_datasource" that is created during installation cannot connect to the Oracle database on the SSL-enabled port because the necessary properties were not added to the datasource during creation.
Workaround: You must manually define the necessary properties for the JDBC connection using the WebLogic admin console.
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Log into the WebLogic admin console.
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Click the Lock and Edit button to make changes to the domain configuration.
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Select Data Sources in the Services section to display all of the datasources defined within the domain.
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Click on
hfm_datasourceto edit the datasource configuration. -
Click the Connection Pool subtab to edit the connection parameters.
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Add
javax.net.ssl.trustStore={path to the trust store}to the multiline text field titled Properties. -
Add
javax.net.ssl.trustStorePassword={trust store password}to the multiline text field titled Encrypted Properties using the Add Securely button. -
Click Save.
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Click the Activate Changes button.
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Click the Lock & Edit button to make changes to the domain configuration.
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Under Environment, select Server.
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Select
HFMWeb0. -
Select the Control tab.
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Select an option from the Shutdown drop down list.
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Select Start when
HFMWeb0has shut down. -
Click the check box next to
HFMWeb0if it is not already checked. -
Click the Release Configuration button.
As a best practice, you should restart the Financial Management services to ensure that Financial Management uses the proper datasource definitions.
High User Loads
In case of issues during high user load, the following changes are recommended:
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Increase the number of maximum connections for the HsxServer. Create a file called
configom.propertiesunder this directory:EPM_ORACLE_INSTANCE\config\hfm, and add these entries:-
JhsxServerThreadPoolSize=200 -
ThriftServiceThreadPoolSize=200
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Add the following JVM Option to the HFMWeb Service:
-Doracle.jdbc.autoCommitSpecCompliant=false
Additional Known Issues
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29635968 - When there are children that appear multiple time within a single hierarchy, the indentation shown in HTML, PDF and Excel previews of a report is incorrect. The number of indents of children appears differently for generations.
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19949400 - Searching in member lists is always based on {[hierarchy]}.
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20371621 - HsxServer does not start when using integrated user authentication for SQL Server.
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20981257 - An error occurs when opening a consolidation rule in Calculation Manager using a non-English local system language.
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20989090 - You cannot unlock multiple periods by selecting multiple periods.
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21080495 - In Smart View, when you open a data form and navigate to Journal Entity Detail, the time does not display correctly.
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21417273 - When importing documents folder names that contain a dot or underscore, the folders are not imported correctly.
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21835771 - After an apparently successful export from FDMEE, the data is not actually imported.
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21892878 - Opening a data form when the user has no access to the control member generates an unknown error.
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21946844 - The CustomizationSample sample app does not support 11.1.2.4.xxx.
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22104972 - Metadata loads without any errors when a new security class is used that does not exist in Shared Services.
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22235950 - You cannot extract data using [ICP Entities].[Base] in the ICP POV member.
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22248543 - Performance issues may occur in Internet Explorer 11 if a data form contains linked forms.
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22513213 - You cannot enter the data in a data form after opening multiple forms and then closing all but one.
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22810701 - In SmartView it is not possible to create a private connection using HypCreateConnection.
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22811912 - You cannot find artifacts when searching for applications in Lifecycle Management.
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22824935 - The wrong members are displayed in invalid grid error messages.
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22826971 - Intercompany reports in Excel format remove leading zeros in entity names.
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22858287 - In Process Control it is not possible to promote if there is no data in a period.
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22874615 - In SmartView, performing "Zoom In --> All Levels" on ad-hoc grids causes improper indentation for dimension members in alternate hierarchies.
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22886022 - You cannot get aggregation weight of custom dimension members using the API.
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22891539 - You cannot extract data for dynamic accounts.
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22915147 - Calculation status for Entity Currency is displayed incorrectly in cell information.
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23052997 - Extracting Journals with more than one Value member selected generates an OCBD error.
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23104733 - When loading documents, it is not possible to change the security class without selecting the Override Security Class checkbox.
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23121161 - Unrecognizable characters may display in extracted HFM rule files.
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23171605 - Tasklists with a Japanese name and/or description cannot be loaded.
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23198687 - Consolidations run from Taskflow that take longer than 2 hours are resubmitted.
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23319660 - Intercompany reporting with Internet Explorer 11 generates an error when using the alert function.
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23320620 - Intercompany reports generated in Excel format are missing the columns "Partner Amount" and "Difference."
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23325600 – You cannot choose a single dimension member when creating intercompany reports.
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23483829 - In SmartView, Suppress Column is not working.
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23498740 - There is no method to enumerate users in the Java API.
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23513413 - In SmartView, no warning is displayed when a user posts a journal without saving data first.
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23664657 - Import Application does not copy the sequences.
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23858337 - Incorrect decimal and thousand separator characters display when using graphs.
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24339379 - Configure DSN doesn’t have an option to set up Windows authentication for SQL DB.
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24361232 - You cannot scroll in data forms using Firefox.
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24361427 - APIs are needed for system messages.
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24513966 - You cannot promote an Entity hierarchy in a phased application using a Task Flow.
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24580610 - Grand total for Entity Transaction, Parent Transaction and Transactions Difference is missing the Intercompany Report.
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24654126 - Smart View spreadsheet refresh is slower with an Oracle database.
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24657984 - You cannot add a document to Favorites from a task list.
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24659554 - A large number of Invalid session ID error messages display in ODL log and system messages.
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24667259 - A Smart View performance issue occurs when retrieving data.
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24672466 - A valid message is missing when loading a memberlist with errors.
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24733397 - Security class extract includes None entries.
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24747566 - In Smart View, member and other text data in adhoc analysis results in an error.
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24794995 - An Intercompany Report stops working after a file system limit of 32000 subfolders is reached in the Running Tasks folder.
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24811074 - FDMEE may attempt to load to the wrong cluster in a multi-cluster environment.
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24824013 - Lifecycle Management application snapshots fail unless the Financial Management MSSQL user is a member of sysadmin.
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24841757 - In the Intercompany Transaction screen, users are not able to set reason codes through the Set Reason Code action menu.
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25041164 - In data forms, submitting data to a specific POV takes longer to process.
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25062980 - Line item detail input adding up to zero is shown as no data.
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25072792 - Column suppression doesn’t work in Smart View.
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25084474 - When running a journal report, Running Tasks has an empty description in the activity field.
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25169567 - You cannot unlock multiple periods in a data grid or form.
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25176118 - Lifecycle Management import application process does not use data and index tablespaces.
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25223563 - GetMemberInformation API from MetadataOM returns only a single description.
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25291675 - No warning message is displayed in Smart View for overlapping consolidations.
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25378272 - Column sorting in the Rules Profiler does not work.
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25480494 - The @Cur override function is not working correctly in data forms.
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25533359 - The Search Member feature in data forms is only possible using lower case letters.
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25537482 - Traditional Chinese translation for “Consolidation Administration” is not consistent.
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25598534 - There is no option to specify a decimal character in data extract to a flat file.
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25724727 - Intercompany and Journal Reports in Excel format use an incorrect format for column width and amount column.
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25737124 - In Smart View, an unknown error occurs when selecting a member with a hyphen in the member name in POV Manager.
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25784748 - The @Cur function in data forms through Smart View disappears after adding a member and refreshing.
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25861613 - In Extended Analytics, an incorrect error message displays an ODBC connection error.
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25880069 - Smart View incorrectly allows data input if a column has an Override with a string or blank.
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25889901 - Data extract takes longer in 11.1.2.4 compared to 11.1.2.2.
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25926714 - Sorting and grouping is incorrect when drilling down on Financial Management dimensions in Smart View.
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26204796 - An “invalid pointer” error occurs when trying to retrieve data through Smart View.
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26444010 - Financial Management displays incorrect timestamps due to the time zone for Process Management history.
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26894565 - A port conflict may cause a Financial Management application to be inaccessible.
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26946722 - Clear invalid record does not clear ownership data in a deleted parent/child pair.
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27033226 - You cannot use the mouse wheel to scroll in a data form horizontally.
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27280815 - Data Extract with Org by Period changes includes data from an inactive hierarchy.
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27673334 - You cannot extract Logon Failure activities through Task Audit.
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27837748 - You cannot use the flat file with headeroption when extracting data using a Task Flow.
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27940401 - Member selector for the Value dimension does not show all members until you scroll.
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27995736 - Calculation Manager rule deployment fails when Financial Management is not configured on the default port.
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28035961 - Custom links sometimes do not work.
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28192838 - Override parameter settings are not applied due to canonical name updated in HFM_Parameters.
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28297648 - Data Extract may extract line items from unselected custom dimension members.
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28402997 - You cannot lock NODATA entities after enabling Process Management mid-year.
-
28877861 - The Edit option is disabled for Intercompany templates under Documents.
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28950275 - The hierarchy indentation is different for a [Base] memberlist in Smart View.
Accessing EPM System Product Documentation
Find the latest Oracle Enterprise Performance Management System product guides in the Oracle Help Center (https://docs.oracle.com/en/). To access documents to view or download, click the Applications icon. In the Applications Documentation window, select the Enterprise Performance Management tab, and then look for your release in the Enterprise Performance Management list.
For Oracle Help CenterOracle Enterprise Performance Management Cloud documentation and videos, go to the Cloud Documentation, Software as a Service (SaaS) page in the Oracle Help Center (https://docs.oracle.com/en/cloud/saas/), and then click the link for your service in the Enterprise Performance Management list.
You can also find deployment-related documentation on the Oracle Technology Network (http://www.oracle.com/technetwork/index.html) and on the Oracle Software Delivery Cloud website (http://edelivery.oracle.com/EPD/WelcomePage/get_form).
Oracle Hyperion Financial Management Readme
F13987-02
Copyright © 2019, 2020, Oracle and/or its affiliates.
Primary Author: EPM Information Development Team
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