PBCS - Smart Push Option

In Oracle EPM Planning, we often have a requirement to move data from one cube to another. Earlier, we mostly used calculation scripts or other data movement processes for this purpose.

For example, we may need to move data from BSO to BSO, or more commonly from a BSO planning cube to an ASO reporting cube.

In newer versions of Oracle Planning and EPM Cloud, we have a useful feature called Smart Push which makes this process much easier.

What is Smart Push?

Smart Push allows us to move data from one cube to another directly from the Planning application.

For example, let's say we have:

Plan1 – BSO Cube
This is where users enter data and calculations are performed.

Reporting – ASO Cube
This cube is mainly used for reporting and analysis.

After users enter or update the data in the BSO cube, we can use Smart Push to move the required data to the ASO reporting cube.

So the flow will be:

Plan1 (BSO) → Smart Push → Reporting (ASO)

This is much easier compared to creating and maintaining separate calculation scripts just for moving the data.

Using Smart Push with Data Forms

One useful thing about Smart Push is that we can associate it with the data form itself.

Smart Push can be used with Planning forms, including Simple Forms and, depending on the Planning version and configuration, Composite Forms.

We can define what data needs to be moved and map the source and target dimensions accordingly.

Run Smart Push When the Form is Saved

Another useful option is Run on Save.

When this option is enabled, Smart Push will run automatically after the user saves the data form.

For example:

User enters data → Saves the form → Smart Push runs → Data moves to the target cube

This is useful when we want the reporting cube to receive the latest data immediately after users update their planning data.

If we don't want Smart Push to run every time the form is saved, we can also allow users to run it manually when required.

Where I Find Smart Push Useful

In my experience, Smart Push is particularly useful when we have a BSO cube for planning and calculations and an ASO cube for reporting.

Instead of creating a separate process every time we need to move data, Smart Push gives us a simpler way to push the required data from the Planning form.

Of course, calculation scripts and other data movement methods are still required in many situations. Smart Push doesn't replace every data movement process.

But when the requirement is simply to move the required planning data from one supported cube to another, Smart Push can make the process much easier.

Things to Check When Configuring Smart Push

Whenever I configure or troubleshoot Smart Push, I normally check:

• Source and target cubes
• Dimension mappings
• Members selected for the data movement
• Smart Push data region
• Run on Save option
• User access and security
• Job status if Smart Push fails

If Smart Push is not working as expected, checking the mappings and the selected data region is a good place to start.

Final Thoughts

Smart Push is a simple but very useful feature in Oracle EPM Planning.

Earlier, we depended more on calculation scripts and other processes to move data between cubes. With Smart Push, we can configure the data movement as part of the Planning form and push data when required.

It is especially useful when working with a BSO planning cube and an ASO reporting cube, where users need their latest planning data available for reporting.

I am documenting this here based on my Oracle EPM experience, and I will continue adding more Smart Push tips and troubleshooting scenarios as I come across them.

Thanks,
Mady

OneStream Admin Screen

 OneStream System Administration will be handled by below, which Admin only can access.

All Security, Application Creation, Database Creation, Logging activities, Logs, Environment details, We can check and monitor server is Server Status, then we can create users, create security groups, assign security groups, Load Application artifacts, Extract Artifacts etc.

Thanks,

Madhusudhan

OneStream Basics1

             Some basics you can find here, which we will update regularly.

In OneStream, We can access URL in 3 types.

• Desktop Version with help of Client
• Web URL - Heard that Web URL going to discontinue in few days, as silver light support needed for the same
• Excel like SmartView in Hyperion

In OneStream, We can download client software from MARKETPLACE. Once you login, you can OneStream Reference guide (Like Admin guide in Hyperion)

In OneStream, Totally 18 Dimensions will be there, including Custom Dimensions.

• System Defined Dimensions    - Parent, Consolidation, Time, View, Origin, IC
• User Defined Dimensions        - Entity, Scenario, Account, Flow, All User Defined Dimensions 8

In OneStream, System Defined Dimensions will create default whenever we create User Defined Dimensions. For Example:

• Parent Dimension will create by creating Entity. 
• Consolidation dimension will create by creating Currency. 
• Once we define Start and End Year in Application Properties, Time dimension will get create by the system Years along with Months
• View Dimension will create by system along with Periodic members QTD, YTD etc. This dimension will expect anything like above dimensions, view dimension completely create by system.
• Origin Dimension also as View Dimension, System will create automatically. We need to tell the system about from when data is coming from, like import or Forms etc.
• IC - Inter Company - Which we need to tell system about the Entity as it is Inter Company or not.

In OneStream, like Hyperion we don't have Year and Time Dimension. Here only Time will dimension will get create Years along with Months like 2021M3 - Mar 2021

Thanks,

Mady

How to load metadata into EPM Planning Cloud

 To load metadata into EPM Cloud Planning applications

For example: Account dimension:

Go to Navigate (3 lines in left top corner), Go to Application then select Overview. 

Next select Dimension tab, Select Cube (depends on dimension and cube preferences)

Then select Import option in the right side.

Then Select Create Option in the below page

Once you click on Create, you can see below page.

Select File location is Local or Inbox, Choose Local if you have your file in your local machine.

Then browse the file and click on Validate. If validation is successful then click on Import.

You will get pop-up as Import Metadata is successful.

Thanks,

Madhu

How to change Planning Application Owner in 11.1.2.4

 Only one user can be the owner of a Planning application. That user has all the ordinary rights of an administrator user, plus the additional rights to delete the application.

The user who created the application originally (or deployed it from EPMA originally) is the initial owner. Only that user can hand over ownership to another administrator user. To hand over the ownership (assuming you know who the owner is):

1. Log into the Planning application with the application owner
2. Administration > Application > Settings
3. At the bottom of this page is a menu that allows the owner to hand over the ownership to any other provisioned administrator for this application. Only the owner can see this menu.

If you do not know who the owner is, the easiest way to determine this is by looking in the Planning application database schema. You can also change ownership directly in the tables, although we recommend that it is changed via the user interface, as above.

1. Before making any manual changes to the relational repository please ensure that you have a working backup of the database.
2. Look at the contents of the HSP_USERS table. The owner has a ROLE value of 3. Ordinary administrators have a ROLE of 0.
3. Make a note of the USER_ID of the user with a ROLE of 3.
4. Look in the HSP_OBJECT table for a record with an OBJECT_ID that matches the USER_ID recorded in the previous step.
5. This record's OBJECT_NAME is the user name of your application owner.

If you want to reset ownership you can change the ROLE of an existing administrator to 3, and set the current owner's role to 0. As above, you will need to look at the HSP_OBJECT table to work out which user corresponds to which USER_ID.

Restart the Planning service after modifying the database in order for the changes to take effect

Reference: How to View or Change a Hyperion Planning Application Owner (Doc ID 1327618.1)

Hyperion Planning Migration but Target app name wants different?

   Sometimes we will get request to migrate Hyperion planning application but wants to import it with new name. We can do that with below steps. This is not oracle recommended method, but we can do this for testing apps.

    Change application name in below files

1. Update application name and data source name in Application definition in below path.

resource/Configuration/Properties/Application Defination.xpad

2. Update application name in import.xml files. change in all import.xml files.

Then zip the folders again and upload to shared services.

While importing, in the popup it should show new application name. We must create data source for new application.

Thanks,

Mady

How to start OHS in Hyperion/EPM 11.2.x Version

 However, when we try to start Oracle HTTP Server service up to 11.1.2.4 version, we can just go to services and start service. Just right click and start.

But 11.2.x, version is different in starting OHS http server, first we have to Oracle Weblogic http Server in server, then go to below path and execute command using command below:

Path: EPM_ORACLE_INSTANCE\httpConfig\ohs\bin

StartComponent ohs_component

Thanks,

Mady

EPM Integration Agent

 

EPM Agent Installation Steps:

1.       Download EPM Agent from below location:

Go to Navigate -> Application -> Data Exchange

Go to Actions -> Download Agent

Once EPM Agent downloaded, Extract the same in to EPMAgent folder

Once Extract done, go to EPMAgent\bin folder

Open Cmd and Execute below command to create Application Folders

You will get prompt as Create application folders script completed.

2.       Download JDK and install Java.

3.       Setup EPM Integration Agent, follow below steps

Browse to location C:\EPMAgentData\config, Edit agentparams.bat file

Then execute below command to start EPM Integration Agent as shown below

 

Note: To Encrypt password, we can use encrypt utility

Thanks,

Mady

How to start OHS in Hyperion/EPM 11.2.x Version

                 However, when we try to start Oracle HTTP Server service up to 11.1.2.4 version, We can just go to services and start service. Just right click and start.

But 11.2.x, version is different in starting OHS http server, first we have to Oracle Weblogic http Server in server, then go to below path and execute command using command below:

Path : EPM_ORACLE_INSTANCE\httpConfig\ohs\bin

StartComponent ohs_component

Thanks,

Mady

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Hyperion Planning Migration but Target app name wants different?

     Some times we will get request to migrate Hyperion planning application but wants to import it with new name. We can do that with below steps. This is not oracle recommended method, but we can do this for testing apps.

    Change application name in below files

1. Update application name and data source name in Application definition in below path.

resource/Configuration/Properties/Application Defination.xpad

2. Update application name in import.xml files. change in all import.xml files.

Then zip the folders again and upload to shared services.

While importing, in the popup it should show new application name. We must create data source for new application.

Thanks,

Mady

How to change Planning Application Owner in 11.1.2.4

 Only one user can be the owner of a Planning application. That user has all the ordinary rights of an administrator user, plus the additional rights to delete the application.

The user who created the application originally (or deployed it from EPMA originally) is the initial owner. Only that user can hand over ownership to another administrator user. To hand over the ownership (assuming you know who the owner is):

1. Log into the Planning application with the application owner
2. Administration > Application > Settings
3. At the bottom of this page is a menu that allows the owner to hand over the ownership to any other provisioned administrator for this application. Only the owner can see this menu.

If you do not know who the owner is, the easiest way to determine this is by looking in the Planning application database schema. You can also change ownership directly in the tables, although we recommend that it is changed via the user interface, as above.

1. Before making any manual changes to the relational repository please ensure that you have a working backup of the database.
2. Look at the contents of the HSP_USERS table. The owner has a ROLE value of 3. Ordinary administrators have a ROLE of 0.
3. Make a note of the USER_ID of the user with a ROLE of 3.
4. Look in the HSP_OBJECT table for a record with an OBJECT_ID that matches the USER_ID recorded in the previous step.
5. This record's OBJECT_NAME is the user name of your application owner.

If you want to reset ownership you can change the ROLE of an existing administrator to 3, and set the current owner's role to 0. As above, you will need to look at the HSP_OBJECT table to work out which user corresponds to which USER_ID.

Restart the Planning service after modifying the database in order for the changes to take effect

Reference: How to View or Change a Hyperion Planning Application Owner (Doc ID 1327618.1)

Thanks,

Mady