backstage pass lesser-known features for easier hfm … pass admin features for easier...
Post on 23-Mar-2020
11 Views
Preview:
TRANSCRIPT
Backstage PassLesser-Known Features for Easier HFM Management
November 8, 2017
Chris Barbieri
About The Groupie
Slide 2
• Contributor to global Oracle EPM community• Hyperion Financial Management• Hyperion Enterprise
• 20 years of Hyperion Experience• Customer / administrator
• Micro Control
• Hyperion Enterprise
• Employee• Hyperion pioneer consultant on HFM
• Hyperion Sr. Product Issues Manager
• Partner• HFM Practice Leader
• EPM System Architect
• Thought leader in HFM application and system design and performance
and music FANATIC!!!
Chris Barbiericbarbieri@finit.com
Keep dreaming!
Finit Culture
No debt or external ownership means complete alignment & focus on our client’s needs and vision
We bring a quality of craftsmanship to our designs and execution that lead to solutionsthat are functional, usable and efficient
We actively seek feedback and invest in training and professional growth in our consultants
We use employees, not contractors. Compensationbased on CLIENT SATISFACTION
PRIVATELY OWNED
CLIENT SATISFACTION
QUALITY MINDSET
TAILORS OF OUR CRAFT
Leader in Oracle Hyperion Solutions
Consolidation Administration
Slide 5
• Central place for managing Hyperion Financial Management (HFM) applications• Secured module accessible from Workspace
• Provides information about HFM’s operation• System Messages
• Running Tasks
• Users on System
• Task Audit
• Data Audit
• Insights
• Configure and tune the application settings
• Manage applications• Create, Modify, Copy (Import)
• Control access (more on this later…)
Gain Access to Consolidation Administration
Slide 6
Financial Management Administrator
Financial Management Application Creator
• Must have at least one of these Shared Services roles to see these menu items:
HFM Application Administrator
I get nothin’
Hide Modules You Won’t Use
Slide 7
• Simplify the user interface by removing modules you don’t use.
• Only “closes the door” but does not change the code
• Not securable – applies to everyone
• Easily re-enabled later
• During app creation…
11.1.2.3+
Application Creation Wizard
Hide Modules You Won’t Use
Slide 8
• …or afterward
• Can load this information too
• Click Save
• All users log out then back in
Hide Modules You Won’t Use
Slide 9
No
thin
g D
isab
led
Co
mm
on
Ch
oic
es
All
Dis
able
d
Admin Mode
Slide 10
• Prevent ALL users from getting into the application• Everyone must be out when you do this
• Why would I need this?• Duplicate or Copy the application
Admin Mode
Slide 11
• When any user tries to log in
• Disable Admin mode to let users back in
Enable/ Disable Connections
Slide 12
• Allows for SOME users to get in while others are locked out• Useful (but not necessary) for metadata or other application changes
Enable/ Disable Connections
Slide 13
Disable Connections Enable Connections for Admin Only Enable Connections for All Users
Non-administrators
Administrators
All UsersAll Users
Auditing and Logs
Slide 14
• Consolidation Administration >• System
• System messages
• Audit• Task Audit
• Data Audit
• Also available from within HFM app
• Shared services auditingChris Barbieri +1 VIP
OrBackstage log
HFM logs
Task Audit
Slide 15
• Not configurable
• Captures 55 key tasks, but not everything
Rules Load Journal Entry Logon Failure Unpost Transactions
Rules Scan Journal Retrieval Logoff Delete Invalid Records
Rules Extract Journal Posting Metadata Scan Data Audit Purged
Consolidation Journal Unposting Data Scan Task Audit Purged
Chart Logic (Calculate) Journal Template Entry Extract Data to Database Export Post All Transactions
Translation Metadata Load Extract Data to Database Schema Delete Unpost All Transactions
Custom Logic Metadata Extract Transactions Load Delete All Transactions
Allocate Member List Load Transactions Extract Unmatch All Transactions
Data Load Member List Scan Document Attachments AutoMatch by ID
Data Extract Member List Extract Document Detachments AutoMatch by Account
Data Entry Security Load Create Transactions IC Matching Report by ID
Data Retrieval Security Scan Edit Transactions IC Matching Report by Acct
Data Clear Security Extract Delete Transactions IC Transaction Report
Data Copy Logon Post Transactions
Page 55 HFM User Guide
Data Audit
Slide 16
• Data load/input changes to <Entity Currency> and <Entity Curr Adjs>
• Be careful of the volume: reload a number three times = 3 records in the audit log
Use for accounts NOT loaded from FDMEE
• Enabled in Metadata• Account
• ScenarioCalculations are not captured
Shared Services Auditing
Slide 17
• Must be a Shared Service Administrator
• Disabled by default: Enable this in Production
• Suggest capturing everything EXCEPT Authentication• Or this could get large and not useful
Shared Services Auditing: Security Reports
Slide 18
Default View
Detailed View
HFM System Messages
Slide 20
• Not configurable
• Understanding messages is a rich topic in itself…• It’s getting better all the time
• Pay attention to these messages
• Manage the log sizes (new feature coming your way soon!)Need tuning?
Web based copy app utility: Import Application
Slide 21
• One-time configuration• Configure Linked Servers for SQL Server
• https://docs.oracle.com/cd/E57185_01/HFMAG/ch02s16s02.html
• Or Database Link for Oracle databases• https://docs.oracle.com/cd/E57185_01/O
HFMA/app_odblink.htm#OHFMA-applications_660
• Consolidation Administration > Import Application• Select link (configured above)
• Admin Mode is enabled
• About the same as previous HFM Copy App Utility
All users must be out of the source AND target applications
Use Admin Mode
Rules Profiler
Slide 22
• Module to measure rule performance• By Rule
• Entity
• Must be on 11.1.2.4.200+
• EnableRulesProfiling for the application• Consolidation Administration > Settings > Actions >
Override…
• Change from “0” to “1” for the selected application. Save this (Apply and Close).
Sound Profiler
Modify the Rules File
Slide 23
• At the beginning of each subroutine add• HS.StartProfilerTimer "SubroutineName", 0,"CallingSubroutine",””,””
• At the end of each subroutine add• HS.EndProfilerTimer "SubroutineName","CallingSubroutine",””,””
• First parameter works well as the subroutine or rule name.
• The second parameter is 0 for now, and will have a future, non-zero purpose.
• The next three string parameters are also placeholders for future features.
Sample Profile
Slide 26
Cumulative elapsed time in
milliseconds
By Rule By Entity
Application Settings
Slide 27
Pre-11.1.2.4 these were in the Windows server registry
See Appendix A in the HFM Admin Guide
Insights
Slide 29
• Seems slow… is the server busy?
Drill in by clicking on this icon
Drill in
Slide 30
• Okay, so it is busy…
• Now what?• Be patient: highly
recommended!
• Or…
Restart the Application
Slide 31
An administrator can do this without direct access to the servers!• Everyone MUST be out and all activity must be complete
This just in! Application Statistics
Slide 32
Table (row) Count
• Addition to Insights
• 11.1.2.4.205 - July
This just in! Application Statistics
Slide 33
Data Row Count
After Party: Application Year Update
Slide 35
• Consolidation Administration > Applications
• Right-click on an application > Modify
Extend years in an existing application
You cannot change anything else
Click “Modify Application”
Slide 36
• Should not take long – just a few minutes
• Log back in and you will see more years available
• HFM has had this feature since 4.0
• Was added to the web in 11.1.2.2
• Windows utility still available
Miracle Ticket: Additional Utilities
Slide 37
• Oracle doesn’t include all of the utilities from 11.1.2.3 with 11.1.2.4
• Oracle provides them in the 11.1.2.3.702 PSU, PSE 22323578.• Download p22323578_11123000_MSWIN-x86-64.zip, unzip it, and
you’ll see them:• \22323578\files\products\FinancialManagement\Utilities
• Copy contents of that folder to any 11.1.2.4 server and these utilities should work
11.1.2.4
11.1.2.3
General Admission: Member Properties
Slide 38
• Available for all users in web
• Right-click on any member• POV selector
• Grid rows/columns
• Not available in Smart View
How cool is that?!
top related