Setting Up Audit Trails

Administrators can select aspects of the application for change tracking. For example, you can track changes to metadata, such as when users change a member property or add a currency. You can also track changes in forms, business rules, approvals, users, access permissions, and so on. To view audits, administrators create and run reports using RDBMS report writers.

Access assignments imported with the ImportSecurity utility are not reflected in audit reports.

Table 3-4 Actions That Can be Audited

Audit Options	Tracked Changes
Dimension Administration	Dimension hierarchy: Adding a member or dimension; moving, deleting, or changing properties; renaming a member or dimension Performance settings: Resetting a dimension's dense or sparse setting, changing the order of dimensions Currencies: Adding or deleting currencies, setting a triangulation or reporting currency Updates by utilities that affect Oracle Hyperion Planning (such as importing form designs with the ImportFormDefinition utility)
Alias Table Administration	Changes to alias tables: Creating, copying, renaming, deleting, and clearing
Data	Cell values Supporting detail Account annotations Cell-level documents
Launch Business Rules	Updates from calculation scripts and business rules (including runtime prompts)
Form Definition	Forms: Creating, modifying, adding rows. (The audit record does not record how the design changed.)
Form Folder Administration	Folders: Created, moved, or deleted
Approvals	Approvals: Planning unit owners, status, and status (started or excluded)
Copy Version	Versions copied, including supporting detail and annotations. The audit record does not record details (such as data, supporting detail, and annotations) of the copied version.
Security	Access permissions to dimension members, forms, form folders, business rules, and task lists
Users Administration	Users added, changed, or deleted
Groups Administration	Groups added, changed, or deleted; users added or removed
Task List	Task lists: created, copied, saved, moved, and deleted
Copy Data	Users' selections for Static Dimensions, Source Dimension, and Destination Dimension
Clear Cell Details	Users' selections for clearing supporting detail, cell text, and account annotations

To specify aspects of the application for which Planning records changes:

1. Select Tools, and then Reports.
2. Select Auditing.
3. Select the actions Planning tracks.

   To avoid affecting performance, be selective in which application elements you audit.

4. Click Save Selections.

   Depending on selected audit options, application changes are recorded in a HSP_AUDIT_RECORDS table, stored in the relational database.

5. Restart the application server.
6. View results in the HSP_AUDIT_RECORDS table using a RDBMS report writer.

   If anyone resets audit options, those changes are recorded.