Automatize workflow PeopleSoft= FDM= HFM Issue

Hi all,
We have created a batch to automatize a flow from PeopleSoft (PS) to FDM and HFM. In this batch we collect data from PS, mapping in FDM and load in HFM. With FDM via export script, we execute copy data in some scenario and consolidation task. (In HFM)
But when we have an error on the load file (wrong flow on BS, input on parent account…) the workflow is stopped! And then copy and consolidation task are aborted. We need to fix it because the process spent a lot of time, we execute this batch every night.
We have some ideas:
1) Create a second batch when the first is aborted, but what can we run copy data and consolidation in HFM ? (HFMBatch.exe)
2) Find a solution with FDM, modify setup or script ?
Could help me?
Thanks in advance for your help.
Jean Daniel

Not silly - I suppose logically i should have thought about it a bit more before giving my two penneth. I just read the bit that stated that it applies to ERP Integrator and FDM and maybe got 2 + 2 = 5. (As FDM can be strange animal at times though, it might just be worth a try!)
Another thing i have seen from a smartview issue relates to the SSO token timeout. If the token times-out before the timeout on the applications then you can get this message. Might be worth a look at the setting. However, i still think it might be worth a punt at setting up a user on FDM to see if it works.
sorry but just remembered something else. - Have you checked what authentication options have been defined on the FDM load balance server. For SSO you used to need to define your own SSO vbscript in the SSO authentication script but i think this might have been superceded by the Shared services authentication (CCS) if shared services is being used.
Edited by: user10757003 on 19-Mar-2013 13:46

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Hi All,
When Performing the second step in workflow (Validate) the fish turns gold for success but returns the error message "Automation error" what can be the reason and what is the solution?
Thanks
Satyajeet

Hi,
Check Oracle Support FDM Validate Step Returns "Automation Error" [ID 1301133.1]:
Applies to:
Hyperion Financial Data Quality Management - Version 11.1.2.0.00 and later
Microsoft Windows (32-bit)
Symptoms
When performing the second step of the FDM workflow (validate) the Fish turns gold for success but returns the error message "Automation Error".
Cause
FDM is currently unable to integrate with Hyperion Financial Management successfully to perfrom the intersection validation. The integration failure is due to the HFM Adapter not being configured to run as the FDM Service account. In order to successfully integrate with HFM the FM11x-G5-D adapter must be registered and configured with the FDM Service account. Currently the adapter has not been configured.
Solution
A) Login to the FDM application via the workbench client on the FDM application server
B) Go to File menu and choose Register Adapter
C) Browse out to Adapter folder and register 'fdmFM11XG5D.dll'
D) Expand Target System Adapters > Right-Click on the FM11x-G5-D adapter and choose "Configure"
E) Enter the FDM windows service account username/password/ confirm password/domain and click OK.
References
NOTE:597481.1 - When Running Validate Step in FDM Receive "Automation error"
NOTE:599826.1 - FDM Validation Fails With Error: Automation Error
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Using INSERT INTO for FDM Memory Issue

All -
We configured FDM to run an integration script into our EBS instance upon the import step. It worked fine for a time, then we began running out of memory on the FDM server. Upon Oracle's suggestion, we stopped running through a record set to append and update the values to strWorkTableName and instead began using INSERT INTO. I admit, I have never needed to use the INSERT INTO way of doing things so I may be missing something bery basic.
Our integration script:
Function SQLIntegration2(strLoc, lngCatKey, dblPerKey, strWorkTableName)
'Oracle Hyperion FDM IMPORT Integration Script:
'Created By:       karks
'Date Created:       2011-10-26 13:05:18
'Purpose:
Dim strSQL     'SQL string
Dim lngPartitionKey
Dim strConn 'Connection string to the source data
Set cnSS = CreateObject("ADODB.Connection")
lngPartitionKey = RES.PlngLocKey
strConn= "File Name=C:\Users\karksadm\Desktop\NewConnection.udl;"
cnSS.open strConn
strSQL = "Insert Into " & strWorkTableName & " (PartitionKey, CatKey, PeriodKey, DataView, Amount , Account, Entity, ICP, UD1, UD2, UD3, UD4) "
strSQL = strSQL & "SELECT " & lngPartitionKey & ", " & lngCatKey & ", TO_DATE (TO_DATE ('30/12/1899','dd/mm/yyyy')+" & dblPerKey & "), 'YTD', EBS.YTD_BALANCE, EBS.ACCOUNT, EBS.SEGMENT1, EBS.SEGMENT5, EBS.SEGMENT4, EBS.SEGMENT5, '[None]', EBS.CURRENCY_CODE FROM "
strSQL = strSQL & "(Select D.NAME, A.CODE_COMBINATION_ID, D.NAME LEDGER_NAME, A.ACTUAL_FLAG, C.PERIOD_YEAR, TO_CHAR (C.START_DATE, 'MON-YY') AS PERIOD, B.SEGMENT1, (B.SEGMENT2 || B.SEGMENT3) As ACCOUNT, B.SEGMENT4, B.SEGMENT5, A.CURRENCY_CODE, "
strSQL = strSQL & "(SUM (A.BEGIN_BALANCE_DR) + SUM (A.PERIOD_NET_DR) - SUM (A.BEGIN_BALANCE_CR) - SUM (A.PERIOD_NET_CR)) As YTD_BALANCE "
strSQL = strSQL & "FROM GL.GL_BALANCES A, GL.GL_CODE_COMBINATIONS B, GL.GL_PERIODS C, GL.GL_LEDGERS D "
strSQL = strSQL & "WHERE 1 = 1 And A.LEDGER_ID = D.LEDGER_ID And A.PERIOD_NUM = C.PERIOD_NUM And C.PERIOD_YEAR = A.PERIOD_YEAR "
strSQL = strSQL & "And A.CODE_COMBINATION_ID = B.CODE_COMBINATION_ID And B.SUMMARY_FLAG = 'N' AND C.PERIOD_SET_NAME = D.PERIOD_SET_NAME "
strSQL = strSQL & "And (B.SEGMENT1 = 001 And A.CURRENCY_CODE = 'USD' And D.LEDGER_ID = 2022) "
strSQL = strSQL & "And C.END_DATE = TO_DATE (TO_DATE ('30/12/1899','dd/mm/yyyy')+" & dblPerKey & ") "
strSQL = strSQL & "And B.CHART_OF_ACCOUNTS_ID = D.CHART_OF_ACCOUNTS_ID And A.ACTUAL_FLAG = 'A' "
strSQL = strSQL & "And ((A.BEGIN_BALANCE_DR) + (A.PERIOD_NET_DR) - ((A.BEGIN_BALANCE_CR) + (A.PERIOD_NET_CR))) <> 0 "
strSQL = strSQL & "GROUP BY A.CODE_COMBINATION_ID, D.NAME, A.CURRENCY_CODE, TO_CHAR (C.START_DATE,'MON-YY'), C.PERIOD_YEAR, A.ACTUAL_FLAG, B.SEGMENT1, (B.SEGMENT2 || B.SEGMENT3), B.SEGMENT4, B.SEGMENT5 "
strSQL = strSQL & "ORDER BY B.SEGMENT4) EBS"
DW.DataManipulation.fExecuteDML(strSQL)
'Give success message
RES.PlngActionType = 2
RES.PstrActionValue = "SQL Import successful!"
'Assign Return value
SQLIntegration2 = True
cnSS.close
Set cnSS = Nothing
End FunctionI can run the SQL minus the Insert line in my SQL Developer and it works fine. When I run the script in its entirety in FDM, we receive the following:
** Begin FDM Runtime Error Log Entry [2012-01-23 11:37:30] **
ERROR:
Code............................................. -2147217865
Description...................................... ORA-00942: table or view does not exist
Insert Into tWibison72564424799 (PartitionKey, CatKey, PeriodKey, DataView, Amount , Account, Entity, ICP, UD1, UD2, UD3, UD4) SELECT 772, 28, TO_DATE (TO_DATE (N'30/12/1899',N'dd/mm/yyyy')+40724), N'YTD', EBS.YTD_BALANCE, EBS.ACCOUNT, EBS.SEGMENT1, EBS.SEGMENT5, EBS.SEGMENT4, EBS.SEGMENT5, N'[None]', EBS.CURRENCY_CODE FROM (Select D.NAME, A.CODE_COMBINATION_ID, D.NAME LEDGER_NAME, A.ACTUAL_FLAG, C.PERIOD_YEAR, TO_CHAR (C.START_DATE, N'MON-YY') AS PERIOD, B.SEGMENT1, (B.SEGMENT2 || B.SEGMENT3) As ACCOUNT, B.SEGMENT4, B.SEGMENT5, A.CURRENCY_CODE, (SUM (A.BEGIN_BALANCE_DR) + SUM (A.PERIOD_NET_DR) - SUM (A.BEGIN_BALANCE_CR) - SUM (A.PERIOD_NET_CR)) As YTD_BALANCE FROM GL.GL_BALANCES A, GL.GL_CODE_COMBINATIONS B, GL.GL_PERIODS C, GL.GL_LEDGERS D WHERE 1 = 1 And A.LEDGER_ID = D.LEDGER_ID And A.PERIOD_NUM = C.PERIOD_NUM And C.PERIOD_YEAR = A.PERIOD_YEAR And A.CODE_COMBINATION_ID = B.CODE_COMBINATION_ID And B.SUMMARY_FLAG = N'N' AND C.PERIOD_SET_NAME = D.PERIOD_SET_NAME And (B.SEGMENT1 = 001 And A.CURRENCY_CODE = N'USD' And D.LEDGER_ID = 2022) And C.END_DATE = TO_DATE (TO_DATE (N'30/12/1899',N'dd/mm/yyyy')+40724) And B.CHART_OF_ACCOUNTS_ID = D.CHART_OF_ACCOUNTS_ID And A.ACTUAL_FLAG = N'A' And ((A.BEGIN_BALANCE_DR) + (A.PERIOD_NET_DR) - ((A.BEGIN_BALANCE_CR) + (A.PERIOD_NET_CR))) <> 0 GROUP BY A.CODE_COMBINATION_ID, D.NAME, A.CURRENCY_CODE, TO_CHAR (C.START_DATE,N'MON-YY'), C.PERIOD_YEAR, A.ACTUAL_FLAG, B.SEGMENT1, (B.SEGMENT2 || B.SEGMENT3), B.SEGMENT4, B.SEGMENT5 ORDER BY B.SEGMENT4) EBS
Procedure........................................ clsDataManipulation.fExecuteDML
Component........................................ upsWDataWindowDM
Version.......................................... 1112
Thread........................................... 4424
IDENTIFICATION:
User............................................. ibisons
Computer Name.................................... HOU-HYSDEV02
App Name......................................... SWNFDMRC
Client App....................................... WebClient
CONNECTION:
Provider......................................... ORAOLEDB.ORACLE
Data Server......................................
Database Name.................................... FDMDEV
Trusted Connect.................................. False
Connect Status.. Connection Open
GLOBALS:
Location......................................... EBSINTEGRATION
Location ID...................................... 772
Location Seg..................................... 25
Category......................................... EBS2
Category ID...................................... 28
Period........................................... Jun - 2011
Period ID........................................ 6/30/2011
POV Local........................................ False
Language......................................... 1033
User Level....................................... 1
All Partitions................................... True
Is Auditor....................................... False
** Begin FDM Runtime Error Log Entry [2012-01-23 11:37:31] **
ERROR:
Code............................................. -2147217865
Description...................................... Data access error.
At line: 33
Procedure........................................ clsImpProcessMgr.fExecuteImpScript
Component........................................ upsWObjectsDM
Version.......................................... 1112
Thread........................................... 4424
IDENTIFICATION:
User............................................. ibisons
Computer Name.................................... HOU-HYSDEV02
App Name......................................... SWNFDMRC
Client App....................................... WebClient
CONNECTION:
Provider......................................... ORAOLEDB.ORACLE
Data Server......................................
Database Name.................................... FDMDEV
Trusted Connect.................................. False
Connect Status.. Connection Open
GLOBALS:
Location......................................... EBSINTEGRATION
Location ID...................................... 772
Location Seg..................................... 25
Category......................................... EBS2
Category ID...................................... 28
Period........................................... Jun - 2011
Period ID........................................ 6/30/2011
POV Local........................................ False
Language......................................... 1033
User Level....................................... 1
All Partitions................................... True
Is Auditor....................................... False
** Begin FDM Runtime Error Log Entry [2012-01-23 11:37:31] **
ERROR:
Code............................................. -2147217865
Description...................................... Data access error.
At line: 33
Procedure........................................ clsImpProcessMgr.fLoadAndProcessFile
Component........................................ upsWObjectsDM
Version.......................................... 1112
Thread........................................... 4424
IDENTIFICATION:
User............................................. ibisons
Computer Name.................................... HOU-HYSDEV02
App Name......................................... SWNFDMRC
Client App....................................... WebClient
CONNECTION:
Provider......................................... ORAOLEDB.ORACLE
Data Server......................................
Database Name.................................... FDMDEV
Trusted Connect.................................. False
Connect Status.. Connection Open
GLOBALS:
Location......................................... EBSINTEGRATION
Location ID...................................... 772
Location Seg..................................... 25
Category......................................... EBS2
Category ID...................................... 28
Period........................................... Jun - 2011
Period ID........................................ 6/30/2011
POV Local........................................ False
Language......................................... 1033
User Level....................................... 1
All Partitions................................... True
Is Auditor....................................... False
I really think the issue is that I am not telling the script where to find the Oracle tables at. I left the code in where we were using the UDL to call in the opening of the record set, but since we are doing away with the record set how do I let FDM know where to find the Oracle tables?
Thanks in advance - I've been wrestling with this for several days.
Thanks you,
Sarah

Here's a script with INSERT INTO that works fine if FDM back-end is SQL DB and it's pulling from FDMHarris data warehouse which is on SQL Server.
Problem is when FDM back-end is Oracle DB and it's pulling from FDMHarris data warehouse which is on SQL Server.
I'm assuming the INSERT INTO statement needs to be written differently, syntax wise?
Here's the error message displayed.
** Begin FDM Runtime Error Log Entry [2012-06-03 21:18:15] **
ERROR:
Code............................................. -2147217900
Description...................................... ORA-00933: SQL command not properly ended
INSERT INTO tWadmin476032843931 (PartitionKey, CatKey, PeriodKey, DataView, CalcAcctType, Entity, Account, UD1, UD2, UD4, Amount) SELECT 752, 12, N'30-Apr-2012', N'YTD', 9, Entity, Account, UD1, UD2, UD4, Amount FROM FDMHarris.dbo.tdataseg4;
Procedure........................................ clsDataManipulation.fExecuteDML
Component........................................ upsWDataWindowDM
Version.......................................... 1112
Thread........................................... 3284
Function INSERTINTO(strLoc, lngCatKey, dblPerKey, strWorkTableName)
'Oracle Hyperion FDM IMPORT Integration Script:
'Created By:      admin
'Date Created:      2012-06-03 11:31:39
'Purpose:
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Dim strYear
'Period
'strPeriod=MonthName(Month(RES.PdtePerKey))
a=CStr(FormatDateTime(RES.PdtePerKey,1))
'Tuesday,January 30, 2012
b=Right(a,(Len(a)-Len(DW.Utilities.fParseString(a,1,1,",")))) '7
c=DW.Utilities.fParseString(b,2,2,",")
strPeriod=Left(c,3)
'Year
'strYear=Year(RES.PdtePerKey)
strYear=Right(b,4)
DW.DBTools.mLogError 1, CStr(strPeriod), CStr(strYear), Nothing
'Initialize objects
Set cnSS = CreateObject("ADODB.Connection")
'Connect To SQL Server database
cnss.open "Provider=SQLOLEDB.1;Password=datafusion;Persist Security Info=True;User ID=sa;Initial Catalog=FDMHarris;Data Source=dfv11122"
'DW.DBTools.mLogError 1, CStr(strSQL), CStr(strSQL), Nothing
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strSQL = "INSERT INTO " & _
strWorkTableName & " " & _
"(PartitionKey, CatKey, PeriodKey, DataView, CalcAcctType, Entity, Account, UD1, UD2, UD4, Amount) " & _
"SELECT " & RES.PlngLocKey & ", " & RES.PlngCatKey & ", " & _
"'" & Day(RES.PdtePerKey) & "-" & MonthName(Month(RES.PdtePerKey), True) & "-" & Year(RES.PdtePerKey) & "', " & _
"'YTD', 9, Entity, Account, UD1, UD2, UD4, Amount " & _
"FROM FDMHarris.dbo.tdataseg4;" '& _
' "WHERE Month = '" & strPeriod & "' And CalYear = '" & strYear & "'"
DW.DBTools.mLogError 1, CStr(strSQL), CStr(strWorkTableName), Nothing
DW.DataManipulation.fExecuteDML(strSQL)
'cnss.Execute strSQL
'Records loaded
RES.PlngActionType = 6
RES.PstrActionValue = "SQL Import successful!"
'Assign Return value
INSERTINTO = True
cnss.Close
Set cnss = Nothing
End Function
Edited by: user12152138 on Jun 3, 2012 6:43 PM

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1) ### Impact on Business ###
We are in phase of Hyperion Upgrade & go live is in a month. Smartview is throwing connection/failed authentication error when connecting to HFM rest other apps are all fine. Even Admin account throws the same error,
HFM is all fine and same user is able to connect to the apps .
We tried few tips from Knowledge base and yet the error persists. Go live is on hold so are users testing it. its very severe impact for users.

Hi,
Do anyone face the same Issue.If yes,pls help me in this regards.We have even raised a SR for this.
Cheers,
Charan

User/FDM/HFM logs

Is there a way to see who loaded a specific entity in HFM/FDM weeks ago?

The reports I like to look at are :
- Map Monitor for Location (this shows you a historical break down of mapping changes for a location) [This is under the Map Monitor Reports]
- System Log for Location (Start Date, End Date ) : This shows history of events for the given date range and current location. Not exactly what you want, but you can glean the info you want. [This is under the Location Analysis Reports]

Automatize workflow PeopleSoft= FDM= HFM Issue

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