Thursday, March 3, 2016

Quick Review Of HFM Patch Set Update

Oracle has released another big PSU to HFM This one has been in the works for a long time so I was eager to test the update ASAP even though I'm still jet-lagged after returning from a two-week vacation in the Far East.

Version number reads "Oracle Hyperion Financial Management, Fusion Edition -"

New Features

Let's start with the most interesting bits. The list of new features included in the readme file is long but slightly misleading... Most of the "new" functions have already been included in PSU .100 and just listed again as this is a cumulative patch. Read on to find out what actually is new in this Patch Set Update.

Data on HFM web forms, grids and Process Control views can now be viewed in chart form. This functionality is accessed by clicking a new button in the form/grid toolbar as shown below. A menu will appear with options for showing the default table view, a chart or both of them side by side.

Below you can see a web grid from the Comma application turned into a column chart.

Web grid and chart shown together using the "Both" option:

The chart options can be saved in web form scripts so that they are applied every time the form is opened. Without these options the forms will still default to the old table-style view.

Rules Profiling
HFM rules include new profiling functionality that helps application developers fine-tune their code.

Enabling rule profiling makes HFM collect statistics about the primary rule functions (calculate, translate, consolidate). Storing this data may affect application performance which is why it's not recommended to enable the feature in production use.

Each action such as calculation or consolidation is stored as a separate "session" that can be inspected later. Rules View can be used to display the time spent calculating, translating or consolidating each entity.

Entity View shows a diagram of the consolidated hierarchy with colored bars representing the calculation phases.

The data required for generating the profiling statistics is stored in four new tables in the HFM database:


Duplicate Applications
The web-based Copy Application feature present in PSU .102+ has now been renamed to "Duplicate Application". The functionality is still identical which means that applications can only be copied inside the current HFM environment.

Update: Note that you still need to give the SYSADMIN role to the EPM database user in order to make application copies work on MS SQL. This is mentioned in the readme as known issue #21032270.

Import Application
It has been rumored that a new web-based tool would be introduced to replace the old Copy Application utility that is no more provided with release This PSU adds a tool called Import Application with the following description in the readme file:
"You can import an application across databases or across EPM systems. Both EPM systems should use Oracle DB or SQL Server."
The Import Application panel can be found on the Consolidation Administration tab.

Update: For some reason the Source Application menu was not populated even when selecting the primary HFM database. I had to struggle with this for quite a while but I managed to get the feature working after manually adding some missing stored procedures that HFM was attempting to use. (see the script SQL_Server_Create_ImportApp_sprocs.sql that comes with the PSU). The Import Application process seems to rely on the Linked Server feature in SQL Server so I assume that remote servers can be added on the SQL Server's side (and possibly using database links in the case of an Oracle database).

To avoid the error "Server 'MYSERVER' is not configured for DATA ACCESS" you need to enable the data access option for the Source SQL database. Please note that this is something I came up with myself and the Official Oracle Way might be different. You might want to wait until Oracle comes up with proper documentation for the PSU before attempting to use the Import Application feature.
EXEC sp_serveroption 'MYSERVER', 'DATA ACCESS', TRUE
With the aforementioned tweaks I could copy HFM applications without issues. My colleague Abdelmajid Makrani also confirmed that he was able to connect to a remote SQL Server after adding it as a linked server in SQL Management Studio first.

HFM Insights
This feature has been advertised as being available on Oracle Exalytics only so I was surprised to see it popping up on my Windows-based sandbox installation. Insights is a dashboard view that provides statistics about HFM system status. The view can be customized to show desired metrics such as CPU and memory usage.

More details can be found by clicking each applications's icon. The page can be set to refresh automatically to display a continuously updated dashboard.

The Insights feature looks like a nice addition to HFM administrators' toolset but I hope that its availability for non-Exalytics deployments will be clarified soon.


There is a huge number of fixes listed in the Defects Fixed section of the readme file (ca. 110 new fixes in total!). A lot of work seems to have been done to make this PSU fix the instability issues that some customers have encountered even after applying all the previous ones. But as usual, it's recommended to apply the patch in a lesser environment (DEV/Test) first and proceed to patch Production only after thorough testing.

Patch Information

Hyperion Financial Management (HFM) Patch Set Update (patch nr. 21225611)
The prerequisites for PSU .200 are more or less the same compared to .100/101/etc. - that is, the same FMW and ADF patches. Make sure you run the SQL scripts that are required to create the tables used by the new features!


  1. Great post again Henri ! Much appreciated ! Thx.

  2. Thanks Henri for giving all the features available for 200 patch. I am having Oracle database and could you suggest what sql to run to have the "IMPORT Application" work? Is there any documentation provided by Oracle ?

  3. Thank you Henri.
    I'm going to investigate on the Import App with Oracle DB.
    See you in Berlin?
    Kind regards,

  4. Hi Henri,
    Applied .200 hfm patch and I also noticed drop down list is empty for source application.We are using Oracle database.

    For Oracle database do we need to manually run

    Is there anything specific we need to do after executing the package
    Thank you,

  5. before using the import application feature, 2 pre requisite steps

    Step 1. Run the package SQL_Server_Create_ImportApp_sprocs.sql or Oracle_Create_ImportApp_package.pck against HFM database

    Step 2. Create a database link/ linked server between source and destination databases..

  6. How to create a database link/linked server between source and destination databases?

    1. The HFM manual have been updated to match PSU .200 and the new Admin guide includes instructions for creating the server links. See the Financial Management section on the EPM System Documentation page.

  7. Raghuveer SurisettyMarch 15, 2016 at 6:53 PM

    Also the database link /linked server need to be created in the destination db. After that, user need to login to destination epm system and start import applications from ConsolidationAdministration->Import Application

  8. Thank you Henri & Gues for your inputs on this.
    After Creation of DB link and Oracle_Create_ImportApp_package.pck package on HFM schema now I can see source application name as list of values.

  9. I hope that the PSU will run on Exalyics ...
    Because It did work on my Linux VM (same release like Exa)

    [oracle@{lcx:epmhost}] Server]$ ./
    Creating symlinks to the libboost files ....
    Creating symlinks to the ODBC files ....
    Creating symlinks for OEL5 depedencies on OEL6 ...
    Giving base permissions to the all the files under [EOH]/products/FinancialManagement/ ...
    Giving execute permissions to the shell scripts and executables in [EOH]/products/FinancialManagement/ ...
    Correcting some other permissions in [EOH]/products/FinancialManagement/mw ...
    Sourcing the mainwin runtime environment required for registration ...
    Registering COM objects ....
    RegSvr32: DllRegisterServer in /app/epm/Middleware/EPMSystem11R1/products/FinancialManagement/Server/ succeeded.
    RegSvr32: DllRegisterServer in /app/epm/Middleware/EPMSystem11R1/products/FinancialManagement/Server/ succeeded.
    RegSvr32: DllRegisterServer in /app/epm/Middleware/EPMSystem11R1/products/FinancialManagement/Server/ succeeded.
    RegSvr32: DllRegisterServer in /app/epm/Middleware/EPMSystem11R1/products/FinancialManagement/Server/ succeeded.
    RegSvr32: DllRegisterServer in /app/epm/Middleware/EPMSystem11R1/products/FinancialManagement/Server/ succeeded.
    RegSvr32: DllRegisterServer in /app/epm/Middleware/EPMSystem11R1/products/FinancialManagement/Server/ succeeded.
    RegSvr32: DllRegisterServer in /app/epm/Middleware/EPMSystem11R1/products/FinancialManagement/Server/ succeeded.
    RegSvr32: LoadLibrary("/app/epm/Middleware/EPMSystem11R1/products/FinancialManagement/Server/") failed.
    GetLastError returns 0x0000007e.
    RegSvr32: LoadLibrary("/app/epm/Middleware/EPMSystem11R1/products/FinancialManagement/Server/") failed.
    GetLastError returns 0x0000007e.
    Completed post install steps.

  10. Raghuveer SurisettyApril 8, 2016 at 1:29 AM

    The workaround for the above issue with registration on OEL6 is to apply PS4 103 first and then apply PS4 200 patch

  11. Thanks for your posts they are very interesting and insightful. I have a question regarding PSU's in general, If I have a clean installation of (000) and update to this PSU .200, what happens with the bugs or enhancements that the other PSU's are supposed to tackle ?? i.e (PSU.102, PSU.103 ) Should I install all the PSU's before .200 and at the end patch the system with the .200 ?? Are they cumulative ??

    Thanks in advanced and kudos to your excellent work

    1. Patch Set Updates are indeed cumulative (which is usually stated in the readme file). This means that you don't need to apply previous PSUs but you still get all fixes included in them. Just pay close attention to the requirements section so that you are applying the patch on top of the correct release as some PSUs may require earlier patches to be installed (like PSU 11.1
      2.3.701 needs .700 first).

  12. Is there any reason why one would use the new Import feature in .200 over HFM copy app utility

    Thanks in Advance for any insights.

    1. It's faster when running on Oracle DB.