Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Creating and Running an EPM Center of Excellence
• 2 Understanding the EPM Cloud Troubleshooting Process
  • Creating a Backup Snapshot
  • Reviewing the Activity Report to Identify Performance Bottlenecks
  • Getting Help From Oracle
    • Using Fiddler to Capture Diagnostic Information
    • Collecting Network Performance Trace Using a Browser
      • Collecting Network Trace Using Google Chrome
      • Collecting Network Trace Using Microsoft Edge
      • Collecting Network Trace Using Firefox
    • Creating a Provide Feedback Submission
    • Submitting a Technical Service Request
  • Managing Service Requests
  • Understanding Access Limits
  • Monitoring the Service
  • Managing User Accounts
  • Client Compatibility
  • EPM Cloud Data Centers and Regions
    • EPM Cloud Classic Data Centers
    • OCI (Gen 2) Geographical Regions and Identifiers
    • Location of the New Environments
  • Outbound IP Addresses of EPM Cloud Data Centers and Regions
  • Best Practices for Production and Test Environments
    • Optimize BSO Cubes
  • Understanding Implicit and Explicit BSO Restructures
• 3 Understanding Oracle Release Change Management Process
  • Understanding EPM Cloud Change Management Process
  • Resolving Regression Bugs in Test Environments
  • Resolving Regression or Blocking Bugs in Production Environments
  • Understanding Change Migration Procedures
  • How Oracle Communicates the Update Schedule
• 4 Troubleshooting EPM Cloud Issues
  • Resolving Login Issues
    • Resolving Connection Issues
    • Resolving Login Failures When Connecting to EPM Cloud Through VPN
    • Deciding Which Sign In Option to Use When Two Options are Available
    • Resolving Login Failures in EPM Cloud SSO Setup with Fusion Applications
    • Using Vanity URLs to Redirect to EPM Cloud
    • Restoring Access If Application is in Admin Mode: No New Logins allowed Message is Displayed
    • Troubleshooting Issues with Deactivation of User Access
    • Troubleshooting Issues with Sign-On Policies
    • Getting Help
  • Dealing with Down Environments
  • Troubleshooting Business Rule Errors and Performance
    • Best Practices
      • Environment Setting
      • Optimization and Performance Considerations
      • Avoiding Recursion Error
      • Use of FIX Statements
      • Use of IF Statements
      • Block Calculation
      • Calculation Levels
      • Syntax Considerations
      • Use of Block Mode and Cell Mode
      • Recommendations for Creating Blocks and Block Size
      • Use of BottomUp and TopDown Calculations
      • Aggregations
      • Use of SET CALCPARALLEL and FIXPARALLEL Calculation Commands
      • Effect of Dynamic Calc Parent Members that have Member Formula with Aggregating Children
      • Impact of Enabling Hybrid Cubes on Calculations in Planning
      • Troubleshooting Incorrect or No Data in Member Formula in Hybrid BSO and ASO Cubes
      • Use of XRANGE to Calculate a Date Range
    • Writing Optimized Business Rules
      • Performing Calculations Using Dates Stored in Planning
      • Using a Business Rule to Populate System Date in Planning
      • Optimizing Essbase Calculation Scripts by Using NOT in IF Statements
    • Creating a Business Rule Using a Unit Test
    • Debug Methodology for Developing Business Rules
    • Business Rule Optimization
      • Reviewing the Activity Report to Identify Candidates for Optimization
      • Identifying Areas for Rule Optimization
      • Optimizing Rules: An Example
    • Business Rule Optimization for Hybrid-Enabled Cubes
    • Avoiding the Attempt to Cross a Null Member in Function Error
    • Resolving Essbase Error(0): Error Executing Formula
    • About Deploying Business Rules to Applications
    • Why Does the Execution Time of a Business Rule Vary?
    • Getting Help
  • Resolving Form Functional and Performance Issues
    • Identifying and Correcting Issues
    • Level0 Members Tagged as Dynamic Calc but without a Formula
    • Resolving the Unable to load the data entry form as the number of data entry cells exceeded the threshold Error
    • Resolving the Required Dimensions are Not Present Error When Opening Forms
    • Troubleshooting Financial Consolidation and Close Retrieval Performance
    • Fixing Data Entry Issues in Financial Consolidation and Close
  • Troubleshooting Database Refresh Issues
    • Preventing Daily Maintenance from Terminating Database Refresh and Cube Restructures
    • Resolving Financial Consolidation and Close Database Refresh Failure Error 1060200
    • Resolving Database Refresh Failure Error: Invalid Character 0x19
    • Getting Help
  • Resolving Issues with Smart Push
  • Optimizing Aggregate Storage Option Cubes
    • Merging Data Slices and Removing Zeros
      • Merging Data Slices and Removing Zeros Using A Job
      • Merging Incremental Data Slices and Removing Zeros Using Calculation Manager
    • Compacting the Outline
      • Compacting ASO Outline Using a Job
      • Compacting ASO Outline Using Calculation Manager
    • Reviewing Dimension Hierarchy Types
    • Creating Required Aggregate Views
      • Collecting User Data Retrieval Patterns and Creating Aggregate Views Using Jobs
      • Enabling Query Tracking and Creating Aggregate Views Using Calculation Manager
    • Getting Help from Oracle
  • Handling Issues Related to Large Data Export from ASO Cubes
  • Resolving Import and Export and Backup Errors
    • Managing Exports and Imports
      • About Exports and Imports
      • Performance of the Backup Process
      • Keeping Snapshots Up to Date
      • Exporting Smart List Textual Data During Daily Maintenance for Incremental Data Import
    • Upload and Download File Size Limit
    • Resolving Migration-Related Errors
    • Resolving User does not Exist for this Application Error while Importing Snapshots
    • Getting Help
  • Resolving Clone Environment Issues
  • Resolving EPM Automate Issues
    • Finding Your Identity Domain
    • Resolving Session Failures if the Environment is Configured for SSO with an Identity Provider
    • Resolving Script Execution Failures After Changing the EPM Cloud Password
    • Resolving EPMAT-11 Internal Server Error, Connection Timed out Error
    • Resolving EPMAT-11: Unable to Connect to URL Error When Connecting from a Linux Computer
    • Resolving EPMAT-7: Session is Not Authenticated. Please Execute the Login Command Before Executing Any Other Command Error
    • Correcting EPMAT-9: Invalid Credentials and EPMAT-7: Invalid Parameter Errors
    • Correcting EPMAT-7:The user doesn't have write permissions to the current working directory and FileNotFoundException: .prefs (Access is denied) Errors
    • Resolving EPMAT-7: Unable to Modify Access Permission of Password File: .prefs Error
    • Resolving EPMAT-7: Unable to Parse Password File: .prefs Error
    • Resolving EPMAT-7: Unable to Parse Password File: passwordfile.epw Error
    • Resolving EPMAT-7: Unable to Delete Password File: .prefs Error
    • Resolving EPMAT-7: Unable to connect as few SSL certificates are missing in the keystore and EPMAT-7: Unable to connect as above-mentioned SSL certificates are missing in the keystore Errors
    • Correcting HttpConnection - Exception Caught when Closing Output Error
    • Handling Upgrade Failures
    • Handling Login Failures After Switching Networks
    • Correcting EPMAT-9: Insufficient Privileges To Perform the Operation Error
    • Resolving EPMAT-7: Invalid TempServiceType Error
    • Resolving EPMAT-1: Invalid Snapshot Error
    • Resolving EPMAT-1: Command Failed To Execute. The Parameter Location Is Invalid Error While Running the ImportMetadata Command
    • Handling EPMAT-1: A Job with Name <rulename> and Type RULES was not Found Error
    • Resolving EPMAT-6: Service Unavailable Error While Running Business Rules
    • Resolving copySnapshotFromInstance Error in IP Allowlist-Enabled Environments
    • Handling Perceived EPM Automate Process Freeze
    • Getting Help
  • Diagnosing REST API Issues
  • Resolving User, Role, and Group Management Issues
    • Role Assignment Is not Immediately Reflected
    • No Identity Domain Administrator Exists
    • Getting Help
  • Diagnosing Financial Reporting Reports Errors and Performance Issues
    • Diagnosing Financial Reporting Reports Performance Issues
    • Diagnosing Errors in Financial Reporting Reports
    • Getting Help
  • Troubleshooting Reports Issues
  • Fixing Smart View Issues
    • Fixing Smart View Windows Plug-in Issues
      • Diagnosing Login Issues
      • Diagnostics Tools and Health Check
      • Ribbons Not Selectable After Installation
      • Smart View Ribbon Fails to Display After Non-Admin Installation
      • Smart View Display and Operations Issues After Windows 10 Update
      • Error When First Launching Excel After Installing Smart View
      • Issues When Starting Excel in Automation Mode
      • Problem Opening Files in Excel
      • Enabling and Disabling Smart View and Other Office Add-ins
      • Extension Updates and Outlook
      • Extension Installation from EPM Cloud and Message Window Focus
      • Extension Updates and Office Applications Remaining Open
      • Slowness with Extension Options Dialog Box
      • Enabling the Smart View Extension for Firefox
      • Connection Error
      • Smart View HTTP Session Timeout
      • Drill-through with Chrome: Blocklist and Allowlist for Native Messaging
      • Browser Settings When Working with XML Files on HTTP Server
      • Transition Navigation Keys Not Supported
      • Duplicate Queries in Word Slow to Refresh
      • Issues with Dynamic Data Exchange Option in Excel
      • Performance and Memory Usage Considerations for Smart View with Excel
      • Excel Process Stops Responding (Hangs) on Shut Down
      • Spreading Issue, Smart View Installation, and HsSpread.dll
      • Flickering Issues on Office 2013 and Office 2016
        • Disable Window Transitions (DisableWindowTransitionsOnAddinTaskPanes)
        • Disable Office Animations (DisableAnimations)
      • Library Folders do not display in Home Panel (Clear Storage Option)
    • Fixing Smart View (Mac and Browser) for Office 365 Add-in Issues
      • Library Folders do not display in Home Panel (Clear Storage Option)
      • Disabling the Popup Blocker on Chrome
      • Clearing the Chrome Browser Cache
      • Clearing the Office and Web Cache on a Mac
      • Connection Issue in Chrome after Clearing Cache
      • Task List Display Issue
      • Making Smart View (Mac and Browser) Work after Enabling SSO
    • Fixing Strategic Modeling Smart View Connection Issues
      • Strategic Modeling Ribbon is not Displayed
      • Even after Reinstalling Strategic Modeling, the Ribbon is not Displayed
      • Strategic Modeling Node is Not Displayed in Shared Connections
      • I have Other Problems
    • Getting Help
  • Fixing Workforce Issues
    • Resolving the Assignment of Double Benefits in Workforce
    • Resolving HSP_ID_xxxx Errors while Running Rules in Workforce
    • Troubleshooting New Hire Requisition being Added to Existing Requisition Issue
    • Getting Help
  • Fixing Strategic Modeling Issues
    • Fixing General Issues
    • Fixing Smart View Extension Issues
    • Fixing Strategic Modeling Web Issues
    • Getting Help
  • Diagnosing Consolidation Failures and Performance Issues in Financial Consolidation and Close
    • Use the Dense Sparse Optimization Option
    • Poor Application Design
    • Identify Unnecessary Calculations
    • Optimize Configurations and Extensions
    • Perform Regular Housekeeping
    • Diagnosing Performance Issues After Deploying Configurable Consolidation Rules
      • Automated Approach to Resolve Performance Issues
      • Manual Approach to Resolve Performance Issues
    • Consider Using Control To-Date View Storage
    • Diagnosing Performance Issues After Deploying Configurable Calculation (Insertion Point) Rules
    • Enable Consolidation Rules Logs and Submit Feedback to Oracle
    • Address Functional Issues
    • Get Help from Oracle
  • Troubleshooting Financial Consolidation and Close Approval Process Issues
  • Troubleshooting Profitability and Cost Management Issues
    • Application Design Best Practices
      • Managing Application Scalability
        • Dimension Count
        • Dimension Member Count
        • Attributes and UDAs
        • Data Scale Management
          • Summarize Starting Data
          • Summarize Allocation Midpoints
      • Managing Dimension Design
        • Dimension Types
          • Stored
          • Dynamic
          • Hierarchies Enabled
        • Hierarchy Top Levels
          • Rollup and Reporting
          • No Member
          • Best Practice Example
        • Shared Members
        • Duplicate Members
      • Managing Application Logic Design
        • Simple Strategies for Managing Rule Count
          • Identify Where Common Logic Can be Applied Using a Single Rule
          • Use the Absence of Driver Data as an Allocation Filter
        • Major Allocation Rule Types
        • Rule Ranges
          • Range Size and Sparsity
          • Using Source Segmentation
          • Using Filters or Alternate Hierarchies
          • Avoiding Multiple Member Selections for a Dimension in Source and Destination
          • Avoiding Using Negative Driver Data Values
          • Avoiding Using Dynamic Members as Drivers
        • Using Parallel Execution in Rulesets
        • Custom Calculation Rules
      • Maintaining an Optimized Calculation System
        • Managing Historical Data Volumes with a Reporting System
        • Managing Application Rule Growth
        • Testing Optional Calculation Method Enhancements
    • Troubleshooting Calculation Issues
      • Reviewing Calculation Results
        • Job Library
        • Execution Statistics
        • Point of View (POV) Statistics
      • Validating Rule Results
        • Job Library Warnings
        • Rule Balancing Screen
        • Rule Data Report
        • Execution Statistics Report
      • Reviewing Metadata Impacts on Rules
        • Adding Members
        • Deleting Members
        • Renaming Members
        • Moving Members
        • Troubleshooting Metadata Related Issues
      • Terminating Long Running Jobs
    • Getting Help
      • Precise Description of Issue or Failure
      • Historical Context
      • Supporting Details
  • Troubleshooting Account Reconciliation Issues
    • Impact of Loading Balances on Active Status of Profiles
    • Restricting Amount Value to Two Decimal Places in Data Management for Custom File Export
    • Reasons why Transaction Matching Reopen Reconciliations
    • Resolving Reopening of Reconciliations After Partial Source (General Ledger) or Subsystem (Subledger) Balance Reload
    • Getting Help
  • Troubleshooting Data Management and Data Integration Issues
    • Required Roles for Loading Data
    • Handling Data Integration Errors
    • Handling Data Load Failures in Account Reconciliation
    • Resolving Error: 3335 During Data Management Data Export
    • Getting Help
  • Managing Content Upgrade Issues
  • Handling Issues with Navigation Flows
  • Troubleshooting ERP Integration Functional Issues
    • Required Oracle ERP Cloud Predefined Roles
    • Required Oracle ERP Cloud Privileges If Using a Custom Role
    • IP Allowlist
    • Troubleshooting Tips for ERP Integration
    • Integration of EPM Cloud UI into ERP Instance
    • Integration of EPM Cloud UI into an Oracle ERP Cloud Instance
    • Getting Help
  • Dealing with FastConnect Issues
  • Troubleshooting NetSuite Planning and Budgeting Issues
  • Resolving IP Allowlist Functional Issues
  • Managing Patching Issues
    • Why Monthly or Patch Updates Fail
    • Getting Help
  • Managing Other Functional Issues
  • Resolving Other Performance Issues
  • Handling Financial Consolidation Data Inaccuracies
    • Check for Poor Application Design
    • Remove Customizations
    • Check Known Consolidation Issues
    • Use Data Discovery to Self-Diagnose Data Inaccuracies
    • Get Help from Oracle
  • Handling Data Loss in an Environment
  • Resolving Order Processing Issues
• 5 Making EPM Cloud-Related Requests
  • Requesting to Skip Automatic Updates for Environments
  • Requesting a One-Off Patch
  • Requesting a Rollback of Production or Test Environments
  • Requesting Merge Back of Environments
  • Requesting Oracle to Apply Monthly Update to Production Environments Prior to the Third Friday
  • Requesting a Temporary Loaner Environment
  • Enrolling in the Implementation Success Program
  • Requesting Automated Regression Testing
  • Requesting Essbase Block Analysis Report
  • Requesting Design Comparison for On-Premises Planning Application Migrated to EPM Cloud
  • Submitting an Enhancement Request
  • Requesting an Increase in Planning Dimension Governor Limits
  • Requesting an Increase in Financial Consolidation and Close Dimension Governor Limits
  • Requesting an Increase in Profitability and Cost Management and Enterprise Profitability and Cost Management Governor Limits
  • Requesting an Increase in Oracle Enterprise Data Management Cloud Governor Limits
  • Requesting an Increase in Account Reconciliation Governor Limits
  • Requesting Root Cause Analysis (RCA) for a Resolved Issue
  • Requesting an Old Backup Snapshot of an Environment
  • Requesting an Increase in Capacity
  • Requesting a Health Check for an Environment
  • Requesting the Migration of Environments to Another Data Center
  • Requesting the Configuration of IP Allowlist
    • Use of Dedicated VPN Connection to Restrict Access
  • Requesting the Blocking of Connections Originating in Specific Countries to OCI (Gen 2) Environments
  • Requesting to Allow Only Connections Originating in Specific Countries to OCI (Gen 2) Environments
  • Requesting Additional Environments for EPM Enterprise Cloud Service Subscriptions
  • Requesting Infrastructure Maintenance Delay
  • Requesting EPM Cloud Roadmap Information
  • Responding to Customer Diagnostic Alerts
  • Making Other Requests
• 6 Asking Questions About EPM Cloud
  • Asking How-to Questions
  • Asking Other Questions