FDMEE ARCHITECTURE

FDMEE Architecture

FDMEE is the key application for integrating ERP systems with Oracle's Hyperion EPM applications. FDMEE fits within the Oracle Enterprise Performance Management System architecture and is accessed through Oracle Hyperion Enterprise Performance Management Workspace, which uses Shared Services to authenticate users. The key to its integration lies within its underlying engine, which is Oracle Data Integrator.

FDMEE sits on top of Oracle Data Integrator and orchestrates the movement of metadata and data into Hyperion EPM applications. The application server can be deployed on multiple platforms (See the Oracle Hyperion Enterprise Performance Management System Certification Matrix) and connects with Hyperion EPM applications such as Financial Management, Planning, and Essbase.

The following diagram displays the FDMEE high level architecture.

The following diagram shows the tier structure of FDMEE:



The following diagram shows the flow of data in FDMEE:



The following diagram show FDMEE High Availability:

ESSBASE 11.1.2.4 DOCUMENTS

Complete Documentation of Essbase Version 11.1.2.4 

• 11.1.2.4 Essbase Readme - This document includes important information about Oracle Essbase.

• 11.1.2.4 Essbase New Features Guide - This document describes the new features in Oracle Essbase Release 11.1.2.4

• 11.1.2.4 Essbase Technical Reference - The Oracle Essbase Technical Reference describes commands, functions, and configuration aspects of Oracle Essbase.

• 11.1.2.4 Essbase Database Administrator’s Guide - Essbase Database Admin Guide.

ERROR MESSAGE GUIDES IN EPM 11.1.2.4

Error Message Guides for the various EPM products - Version 11.1.2.4

If you hit an error on any of your EPM product, it is worth checking the below "Error Message Guides" for EPM 11.1.2.4

Installation:
 Oracle Enterprise Performance Management System Installation and Configuration  Troubleshooting Guide

Hyperion Shared Services:
 Oracle Hyperion Calculation Manager Error Message Guide
 Oracle Hyperion Enterprise Performance Management Workspace Error Message  Reference

Essbase:
 Oracle Essbase Error Message Reference

Reporting:
 Oracle Hyperion Financial Reporting Error Message Reference
 Reporting and Analysis Framework Error Message Reference

Financial Applications:
 Oracle Hyperion Disclosure Management Error Message Guide
 Oracle Hyperion Financial Close Management Error Message Guide
 Oracle Hyperion Financial Management Error Message Guide
 Oracle Financial Management Analytics Error Message Guide
 Oracle Hyperion Planning Release 11.1.2.4 Error Message Reference
 Oracle Hyperion Profitability and Cost Management Error Message Guide
 Oracle Hyperion Strategic Finance Error Message Guide
 Oracle Hyperion Tax Governance Error Message Reference Guide

FDMEE – ODI STUDIO INSTALLATION

ODI STUDIO (With Local Agent)

When you install and configure FDMEE, Oracle Data Integrator is automatically installed and configured for you. The database for Oracle Data Integrator is in the same database as FDMEE and the Oracle Data Integrator agent deployed to the FDMEE Managed Server.

Optionally, you can install ODI Studio using the ODI_Studio_11123.zip.

Download the ODI Studio installation files from Oracle Software Delivery Cloud under Enterprise Performance Management System; this is what the documentation may be referring to as ODI_Studio_11123.zip

To install ODI Studio from a zip file:

1. Unzip ODI_Studio_11123.zip.

2. Change the directory to: <Zip Extract Location>\Disk1\install\<Platform>

For example, if you unzipped to: C:\Temp\odi and the platform is Windows 64 bit, then 

go to: C:\Temp\odi\Disk1\install\

3. Run the setup.exe.

4. When prompted for JAVA_HOME, enter the location where JDK is installed.

5. Provide the necessary information and run.

If you get a warning message, for example, “File Not Found C:/Temp/odi/....../DataFiles/filegroup.jar,” press “Continue” to complete the install. 

The ODI Master Repository is installed in the FDMEE schema/database. When you are prompted for the ODI Master Repository name, provide the Oracle Hyperion Financial Data Quality Management Enterprise Edition connection information. The name of the work repository is “FDMEE.”

Once all the files have been downloaded and extracted.

Start the installer:

Windows:  setup.exe -jreLoc JRE_LOCATION

Linux: ./runInstaller -jreLoc JRE_LOCATION

At the Installation Type stage "ODI Studio" should already be selected.

Developer Installation - This installation type includes the ODI Studio (with local agent) and the Oracle Data Integrator Software Development Kit (SDK)

Developer Installation Flow – ODI STUDIO

Installation Summary Screen – This screen allows you to verify the installation options you selected.

Click Install to begin installation.

Installation Progress Screen – This screen allows you to see the progress of the installation.

Configuration Progress Screen – This screen allows you to see the progress of any post-installation configuration tasks you may have selected

Installation Completed Screen – Click Save to save your configuration information to a file. This information includes port numbers, installation directories, disk space usage, URLs and component names which you may need to acess at a later time.

After saving your configuration information, click Finish to dismiss the installer

Starting and Stopping EPM System Products

Before you start any services or processes, start all databases used as repositories. Once the databases are started, there is no required start order for EPM System with the exception of Financial Close Management.

Using a Single Script to Start Services

EPM System Installer installs a single start script in EPM_ORACLE_INSTANCE/bin, called start.bat/sh. Running the single start script on a machine in your EPM System deployment starts all EPM System services installed on that machine. The single start script works by calling the individual start scripts for every product.

The user running the start script should be a member of the Administrators group.

To start EPM System services:

1. Select Start, then Programs, then Oracle EPM System, then EPM_ORACLE_INSTANCE_NAME, then Foundation Services, and then Start EPM System.
2. Run this start script on each machine in your environment.

After the single start script completes, you can run EPM System Diagnostics to determine which services on a machine are running.

A single stop script, stop.bat/sh is also installed in EPM_ORACLE_INSTANCE/bin. Running the stop script on a machine in your EPM System deployment stops all EPM System products on that machine.

Enterprise Performance Management (EPM) 11.1.2.4 is available for download from the Oracle Software Delivery Cloud

Oracle have announced the official release of:
Enterprise Performance Management 11.1.2.4
This new release is available for download from the

 Oracle Software Delivery Cloud

The EPM downloads are located within Oracle Software Delivery Cloud Product Pack: "Oracle Enterprise Performance Management System". Ensure you download the EPM release from the Oracle Software Delivery Cloud for production environments.

If you obtained the software from Oracle Technology Network (OTN), please download from Oracle  Software Delivery Cloud for the installation & upgrading of production environments.  Be aware the OTN download is provided for  non-production environments such as developing, testing and  demonstrating, etc.  For more information refer to the Oracle license agreement made available prior downloading within Oracle  Software Delivery Cloud and OTN.

The EPM 11.1.2.4 documentation (New Features, Readme, Deployment and Installation, etc) can be viewed at the Oracle Help Center - Enterprise Performance Management System Documentation Release 11.1.2.4.

Oracle Enterprise Performance Management System 11g Release (11.1.2.x) Certification Matrix

Oracle EPM System 11g Release (11.1.2.x) Certification Matrix

                                   MENU

• Current System (Server and Client) Certification
• Non Oracle DBs Certification
• Web and Application Servers Certification
• Non Oracle ID and Access Management Certification
• IPv6 Certification
• Translation Support
• Mobile Certification
• Release Compatibility for Release 11.1.2.0
• Release Compatibility for Release 11.1.2.1
• Release Compatibility for Release 11.1.2.2
• Release Compatibility for Release 11.1.2.2.500
• Release Compatibility for Release 11.1.2.3
• Release Compatibility for Release 11.1.2.3.500
• Release Compatibility for Release 11.1.2.4
• Document Control

This below link contains the links to the documents providing supported platform information for Premier Supported, Oracle Enterprise Performance Management System products:

Oracle Enterprise Performance Management System - Release 11.x

Patch Set Update for Hyperion Planning 11.1.2.2.501 Released

The following Patch Set Update (PSU) has been released:

PSU 11.1.2.2.501   for Hyperion Planning 11.1.2.2.500

This PSU can be download from My Oracle Support via the Patches & Updates section as Patch 20218428.

This PSU can be applied to the following releases of existing Hyperion Planning installations:

• 11.1.2.2.500

The Hyperion Planning PSU 11.1.2.2.501 is a standalone patch and is built on 11.1.2.2.500 of Planning, and it can be applied to all platforms and languages supported within that release.

Refer to the Readme file prior to proceeding with this PSU implementation for important information that includes a full list of the defects fixed, along with additional support information, prerequisites, details for applying patch and troubleshooting FAQ's.

It is important to ensure that the requirements and support paths to this patch are met as outlined within the Readme file. The Readme file is available from the Patches & Updates download screen.

Below link is the link to Patches & Updates section - Hyperion Planning:

Patch Set Update (Patch): 11.1.2.2.501 - Hyperion Planning 

Oracle Hyperion Planning Release 11.1.2.4 New Features

Simplified Interface

Administrators can make a simplified interface available to access common tasks. The new simplified interface presents an engaging visual way for administrators to create and manage an application, and for planners to build, analyze, report on, and approve plans. Home page icons make navigating the application easy.

Get Started

For helpful information on getting started, explore the resources under the Academy icon on the Home page. From the icon, you can click or tap the Oracle Help Center to access videos that demonstrate how to optimize your work.

Enhanced Performance in Simple Forms

Because Planning forms now use the latest client-side scripting technologies in the new simplified user interface you’ll enjoy faster response times when you scroll, enter data, and when you press Tab and Shift+Tab. You’ll also find new shortcut keys and new actions such as Undo and Wrap Text.

Because most work is now done on the client side, server requests are greatly reduced. We estimate that servers can now handle 33 percent more load than before in the same response time.

Planning is, by default, configured to preload data when you open forms. To optimize performance, turn on compression by updating your web server or Load Balancer configuration. The Oracle HTTP Server instance that you install from the EPM System installer is configured to support compression. If you are using a different web server, see your web server or Load Balancer documentation for instructions to turn on compression.

Control the Look and Feel of the Interface

Use the Settings icon on the Home page to customize your UI. For example, you can add your company logo to the Home page. Or create a watermark background by including a URL to an image file.

Manage the Application with the Console

From the Console icon on the Home page:

Get a visual overview of the application.

View a graphic of the number of dimensions by plan type. (You can add plan types.)

See the total number of tasks, plans, rules, and approval hierarchies in the application.

Refresh the application.

Set a schedule for backing up the application, including setting the time zone.

Schedule Recurring Jobs

Oracle Essbase New Features Release 11.1.2.4

Thread Pool for Parallel Operations

Historically, Essbase dynamically created threads for parallel operations such as parallel calculation, parallel data load, and parallel restructure. However, beginning this release, the following parallel operations do not dynamically create threads, but instead use a set number of threads from a pre-created pool of threads:

• Parallel calculation, with CALCPARALLEL or FIXPARALLEL
• Parallel data load, for aggregate storage and block storage databases
• Parallel export, for block storage databases
• Parallel restructuring

You can customize the size of the thread pool. For more information, see the WORKERTHREADS configuration setting topic in the Oracle Essbase Technical Reference.

XML Outline Editing

XML outline editing enables you to use an XML file to make basic changes to the database outline. This method is a streamlined way to make outline edits without needing to use a rules file nor invoke the Outline API. To perform XML outline editing, you reference a provided .xsd file, create an .xml file, and call the C Main API function EssBuildDimXML (or the Java API method buildDimensionXml). For more information, see EssBuildDimXML in the Oracle Essbase API Reference.

To use the XML outline editing feature in Essbase 11.1.2.4, aggregate storage outlines that were created in an earlier release must first be migrated to 11.1.2.4.

Enhancements to Hybrid Aggregation

Hybrid aggregation mode was introduced in Release 11.1.2.3.500 as a way to bring improved calculation efficiency to block storage databases. In this release, Time-balance tagged members and Dynamic Time Series members can also be calculated in hybrid aggregation mode.

Additionally, many more calculation functions are included in the list for member formulas that can be calculated in hybrid aggregation mode. For the full list, see the topic “Functions Supported in Hybrid Aggregation Mode” in the Oracle Essbase Technical Reference.

Optimizations for Oracle Exalytics In-Memory machine

Enhancements have been introduced for Essbase Server running on Oracle Exalytics In-Memory machine. An accompanying increase in virtual memory usage is normal and expected. Virtual memory usage is increased by the size of page files.

On SPARC T5/Solaris Exalytics In-Memory machine, for best performance, configure swap space on the system to be greater than the sum of the expected sizes of dynamic calculator caches, for all databases on the system.

Supporting POV and Pivot Enhancements for Smart View 11.1.2.5.400

Essbase and Oracle Hyperion Provider Services are enhanced to support the Oracle Smart View for Office Point of View (POV) toolbar and pivoting behavior as follows:

• Multiple members can be pivoted from the grid to the POV toolbar.
• Multiple members can be pivoted from the POV toolbar to the grid.
• A single dimension can remain on the POV toolbar.

In prior releases, only one member in a dimension could be pivoted from the grid to the POV, and from the POV to the grid. Also in prior releases, Essbase and Oracle Hyperion Provider Services only supported having at least two dimensions on the Oracle Smart View for Office POV toolbar.

Calculation Enhancements

New Calculation Functions
@RELXRANGE—Generates a cross dimensional list based on the relative position of the cell that is currently being calculated and the offsets.

Hyperion Financial Data Quality Management, Enterprise Edition New Features - Release 11.1.2.4

Target Application Enhancements

In this release, Oracle Hyperion Financial Data Quality Management, Enterprise Edition now supports:

• Oracle Hyperion Profitability and Cost Management (HPCM)
• Tax Provision Application of Oracle Hyperion Financial Management

Target Load Options

In Data Load Rules, you can now specify target application options specific to a location. For example, you can select different data protection values for each location.

Data Synchronization

In this release, a robust data synchronization feature has been added to FDMEE so that you can easily move data between the EPM applications irrespective of the dimensionality of the application without having to create a data file from the EPM source application. You specify the source and target EPM application, and then map the data. Given the powerful mapping features already available, the data can be easily transformed from one application to another application. For example, synchronizing data enables you to move data from Financial Management to Oracle Essbase for reporting.

Write-Back

FDMEE has been enhanced to support write-back from all EPM applications (except the Accounts Reconciliation Manger) to Enterprise Resource Planning (ERP) applications. This feature offers significant advantages, such as writing back budgets created in Planning to Peoplesoft or E-Business Suite ERP GL, or moving adjustment journals from Oracle Hyperion Financial Management to ERP Systems like Oracle E-Business Suite or Peoplesoft. Other target systems still need to use a custom application framework.

POV Locking

New POV lock options are available in this release that enable you to lock the POV for all locations or to lock the POV for an individual location. Locking the POV prevents locations from modifying the data. When a location has been locked for a particular period or category, users cannot import, validate, export, or rerun the validation report.

Data in a locked POV can only be loaded when the locked POV is “unlocked.”

Import Format Builder

A new Import Format Builder feature has been added in this release to Import Formats. When the source system is a file-based data load, use the Import Format Builder feature to map source fields graphically to target dimension members instead of typing the starting position and the field length. This feature is available for both fixed and delimited files.

Concatenating Source Dimensions for ERP Segments

In Import Formats you can now concatenate an unlimited number of ERP segments and define mappings on the concatenated code combinations.

Previously the concatenation limit was 5 segments.

New Fix Mapping Feature

In the Data Load Workbench, you now have the option to view mapping errors and fix them instantly when mapping errors have occurred.

Report Translation

You can now view report descriptions and parameters in the language selected for your user interface. Language templates are available at: C:\Oracle\Middleware\EPMSystem11R1\products\FinancialDataQuality\templates for you to select and associate with a report definition.

Financial Close Management Integration with FDMEE

As part of the overall Financial Close process, Oracle Hyperion Financial Data Quality Management, Enterprise Edition enables a data load from ERP systems and files to EPM Applications. Oracle Hyperion Financial Close Management, which manages the period end close activities, initiates data load activities within Financial Close Management. As the financial close processes are time-bound and work flow driven, Financial Close Management users trigger the processes based on task alerts and notifications.

In this release, integration between FDMEE and Financial Close Management is achieved by using the interactive mode. This type of intergration enables Financial Close Management users to reach the Data Load Workbench component of FDMEE by clicking a task link (URL) in Oracle Hyperion Financial Close Management.

FDQM Enterprise Edition Release 11.1.2.4 New Features Guide 

Defects Fixed in EPM System Release 11.1.2.4.000

6689418 -- Linux: When you configure products in console mode, all products are not selected by default.

9144638 -- When you run Oracle Hyperion Enterprise Performance Management System Configurator, the SSL listen ports are predefined for all deployed Web applications and then enabled. They should be in a disabled state because EPM System Configurator does not perform automatic SSL configuration.

9402134 -- On the Oracle Hyperion Enterprise Performance Management System Installer summary window, clicking the Configure button does not start EPM System Configurator.

9550582 -- When using EPM System Configurator with insufficient database permissions, the database configuration (Oracle Hyperion Shared Services and Registry) passes; however, all other tasks fail, and EPM_ORACLE_INSTANCE/diagnostics/logs/config does not contain all the logs to help debug the problem.

9689601 -- When you deploy Financial Management, you may receive the following error: "Please install missing templates: Oracle JRF WebServices Asynchronous services"

9735278 -- When applying the maintenance release from Release 11.1.2.0 to Release 11.1.2.3, any new locales must be manually added to the list of supported locales. Starting In Oracle Hyperion Enterprise Performance Management Workspace Release 11.1.2.2, the new locales are Norwegian and Polish.

9969347 -- If you launch EPM System Configurator, select an existing domain, and select a component to reconfigure, the database connection information is incorrect.

EPM System Release 11.1.2.4

Supported Paths to Release 11.1.2.4

You can move to EPM System Release 11.1.2.4 from the following releases:

Supported paths:

Path From Release ... To Release 11.1.2.4

11.1.2.x  - Apply the maintenance release to move to Release 11.1.2.4.

Note:

For Financial Close Management, applying the maintenance release is supported only from Release 11.1.2.2 or 11.1.2.3.

For Financial Management, applying the maintenance release is supported only from Release 11.1.2.1, 11.1.2.2 or 11.1.2.3.

11.1.1.4.x  - Upgrade to Release 11.1.2.3, and then apply the maintenance release to move to Release 11.1.2.4.

11.1.1.0.x to 11.1.1.3.x   - Apply the maintenance release to move to Release 11.1.1.4, upgrade to Release 11.1.2.3, and then apply the maintenance release to move to Release 11.1.2.4.

Patch Set Update: 11.1.2.3.502 for Hyperion Planning released

It is pleased to announce that the following Patch Set Update (PSU) has been released:

PSU 11.1.2.3.502   for Hyperion Planning 11.1.2.3.50x

This PSU can be download from My Oracle Support via the Patches & Updates section as Patch 20358563 .

You can apply this patch to following Planning releases:

- 11.1.2.3.500 ( patch 17529887)
- 11.1.2.3.501 ( patch 19142919)


This PSU includes the following enhancements:

- Allows Positions or Employees to be transferred across Budget Requests. 
- Enable Planning to return new transaction ID for each Post request if required

See the readme file provided with the patch for more details.