- Workbench data
- Data Form
- SmartView
Documented Issues which I faced in my daily work on Oracle EPM(On-Premise and Cloud), and also on OneStream
Followers
Tuesday, February 21, 2023
EPM Cloud - Drill Through from SmartView
EPM Cloud - Drill Through to File using Drill Through Definitaion in Calc Manager
We can drill back to Source using Workbench Data, Data Forms, and also using SmartView
Using Workbench data, we can drill through to Source, steps documented in below link:
https://hyperion-mady-epm-cloud.blogspot.com/2023/01/drill-through-using-data-management.html
Using Data Form, Go to Navigate - Rules - Select Database Properties as showing below
Expand EPM Cloud
"Application Name"
>> Expand application name
>> Right click on Cube name
>> Select Drill Through Definition
Click on + sign and Enter URL name, XML, and click Add Region. Enter the combination of Data Form.
Click Ok.
Now Check the Data Form you can find this combination cell like below. Symbol in the cell right corner top.
You can drill through using SmartView also with same Data form. you can find the same in next blog.
Mady
Reference :
Monday, January 30, 2023
Drill through using Data Management from EPBCS to ERP Cloud
Drill through using Data Management from EPBCS to ERP Cloud
Source System
- Go to Setup -> Source System -> Click on Add
- Mention Source System Name, Description is optional
- Then Select Source System Type as Oracle ERP Cloud
- Update Drill Through URL with ERP Cloud URL.
- Click on Configure Source Connection and Enter credentials in the popup.
- Click on Test Connection and wait for configuration successful message.
Now, Click on Initialize to connect to the Source System. This process will monitor in Process details tab. Check process is successful or not. This process will create below process in Target application.
- Create Location, select Import Format. and Save
Go to Workflow, Data Load Mapping first, select Location, Period and Scenario. Then Map all source members with Target dimension members. Mainly we are doing this process for Drill back, So, in Account dimension, map all members correctly.
- Create Data Load Rule, Execute the rule.
Once it is successful, you can check workbench to verify the data.
Validation:
Once Data Load Rule is successful, we need to validate Drill through process.
Go to Workbench -> Data Column
Right click on data column and click on Drill Through to Source Option
Once we click on this, it will take to Source System page.
Other than this, we can test the same from DATA FORM also.
Thanks,
Mady
Friday, January 13, 2023
OneStream - Application Back up automation
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
Imports System
Imports System.Data
Imports System.Data.Common
Imports System.IO
Imports System.Collections.Generic
Imports System.Globalization
Imports System.Linq
Imports Microsoft.VisualBasic
Imports System.Windows.Forms
Imports OneStream.Shared.Common
Imports OneStream.Shared.Wcf
Imports OneStream.Shared.Engine
Imports OneStream.Shared.Database
Imports OneStream.Stage.Engine
Imports OneStream.Stage.Database
Imports OneStream.Finance.Engine
Imports OneStream.Finance.Database
Namespace OneStream.BusinessRule.Extender.XFR_ExportAppMetadata
Public Class MainClass
'------------------------------------------------------------------------------------------------------------
'Reference Code: XFR_ExportAppMetadata
'
'Description: Extender business rule that all application metadata to a zip file for the current application.
' The files are written to the application Data Mgmt Export folder in the file share directory.
'
'Usage: Can be executed from Business Rule editor or run as part of a Data Management sequence.
'
'Created By: <Your name>
'Date Created: <xx-xx-xxxx>
'------------------------------------------------------------------------------------------------------------
Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As ExtenderArgs) As Object
Try
Select Case args.FunctionType
Case Is = ExtenderFunctionType.Unknown, ExtenderFunctionType.ExecuteDataMgmtBusinessRuleStep
'Prepare the Stage Data Extract File path
Dim configSettings as AppServerConfigSettings = AppServerConfig.GetSettings(si)
Dim folderPath as String = FileShareFolderHelper.GetDataManagementExportUsernameFolderForApp(si, True, configSettings.FileShareRootFolder, si.AppToken.AppName) & "\" & DateTime.UtcNow.ToString("yyyyMMdd") & "\MetadataExtracts"
if Not Directory.Exists(folderPath) then Directory.CreateDirectory(folderPath)
Dim filePath as String = folderPath & "\" & DateTime.UtcNow.ToString("yyyyMMdd") & " " & si.AppToken.AppName & ".zip"
If File.Exists(filePath) Then File.Delete(filePath)
'Set the extract options
Dim xmlOptions as New XmlExtractOptions
xmlOptions.ExtractAllItems = True
'Execute the Metadata Extract
Using dbConnFW as DBConnInfo = BRAPi.Database.CreateFrameworkDbConnInfo(si)
Using dbConnApp as DBConnInfo = BRAPi.Database.CreateApplicationDbConnInfo(si)
Dim zipBytes as Byte() = ApplicationZipFileHelper.Extract(dbConnFW, dbConnApp, Nothing, xmlOptions)
'Append the contents of this workflow profile to the extract file
Using FS As New FileStream(filePath, FileMode.Append, FileAccess.Write)
'Create a binary writer, and write all bytes to the FileStream at once
Using BW As New BinaryWriter(FS)
BW.Write(zipBytes)
End Using
End Using
End Using
End Using
End Select
Return Nothing
Catch ex As Exception
Throw ErrorHandler.LogWrite(si, New XFException(si, ex))
End Try
End Function
End Class
End Namespace
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
Reference link:
https://community.onestreamsoftware.com/t5/Rules/Automating-Application-Back-up/td-p/7980
Thanks,
Madhusudhan
Thursday, January 12, 2023
PBCS - Migration - with dimension name change
To change dimension name while doing Migration from One Environment to Another.
1. Download the snapshot zip file from existing pod on your local machine
2. Unzip the snapshot file on your machine location
3. Download a utility named fart.exe (find and replace text)
4. Run the command in the following way
a. C:\>fart.exe -r -c -- C:\Backup_Snapshot\* "Dimension A" "Dimension B"
5. The above will replace all occurrences of Dimension A with Dimension B
6. There will be one dimension file in the folders named Dimension A.csv, rename it to Dimension B.csv
7. Zip the entire folder again, the structure should resemble that of original snapshot zip file
8. Import that structure in new environment and perform migration.
9. It will succeed with some access related failures, that you can ignore
10. Open the application, validate the forms etc, check rules and Data Integration execution
Validation:
- Data Forms, Dashboards, Navigation Flows - Migration will be successful
- Dimensions - Members not same - Mainly in Account dimension some members missing.
- Rules - In some rules may not change dimension name in Agg function mainly I observed.
- In Calculation Manager, check Database properties - Member blocks, block size, no.of clocks etc
- Data Management - Data Load Rules not showing up, Please validate all settings: Source system, Target Application, Import Format, Location, Data Load Rule, Data Load Mapping etc.
Thanks,
Madhusudhan
Sunday, January 8, 2023
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.
- Download Snapshot from Existing Pod
- Upload Snapshot to New Pod
- Once upload is completed, right side go to Actions >> Import
- 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
Tuesday, November 22, 2022
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