EPM Planning Cloud - Application Migration and Export artifacts

 Migration from one environment to another. Take Snapshot to take entire application backup, or If you want to separate artifacts also you can export and take backup with this option - SnapShot.

1. Download Snapshot from Existing Pod
2. Upload Snapshot to New Pod
3. Once upload is completed, right side go to Actions >> Import 
4. Once Import is completed, then validate application below points

• Check Refresh Database
• In Rules, Click on Database Properties. Check Enterprise View and check General, Statistics, Dimension members for all cubes.

We can Export dimension members using below steps:

Navigate >> Application >> Overview >> Dimensions >> Export/Import -- using this option we can export or import dimension members.

Thanks,

Madhusudhan

PBCS - Smart Push Option

 To load data form one cube to another cube, we were using calc scripts to copy data from one cube to another, either to BSO to BSO or mainly BSO to ASO.

Now we have one smart feature with new versions and with cloud applications like EPM Cloud Planning.

That is Smart Push.

We can push data from one cube to another cube i.e either BSO to BSO or BSO to ASO, we can select Smart Push option in the data forms itself.

We can select this option in Simple Data form or Composite Data form also.

https://docs.oracle.com/cd/E57185_01/AGOHP/ch10s03s09s02.html

Thanks,

Madhusudhan

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 doesn't have Year and Time Dimension. Here only Time will dimension will get create Years along with Months like 2021M3 - Mar 2021

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