Business rules in calculation manager

Hi experts,
I'm currently working with Hyperion Fusion Edition 11.1.1.2.
In calculationmanager I created 10 business rules for an application.
I then deleted all of them in one step (marked all then right click "delete").
The intenet explorer browser freezed showing "DELETE".
I then closed the browser and logged back in, imported the new 10 business rules to the application and deployed them.
It is very wierd that I still have the old 10 business rules which I deleted plus the 10 new business rules.
The old business rules are not to be found either in system-,deployment-, or list-view.
Is there workaround to delete the 10 old business rules which I cannot see in calculation manager and still exist in planning?
Many thanks
Ed

There are 2 ways to deploy rules to planning from calc manager.
Option 1. When you select a bunch of rules and deploy, the old ones are not deleted from planning.
Option 2. Go to the deployment view, select the rules you want to deploy. Go back to the system view and do a deploy at the application node.
When you deploy at the application level, planning will erase all the existing ones and replaces it with the new ones.
-SM

Similar Messages

Business rules and calculation manager

Hi ,
Could anyone pls tell me the difference between the calculation manager and business rules?

Calculation manager is a web component that is designed to manage business rules from a web interface. It is enabled to build calculations also using a graphic interface, although this mode is more suitable for simple calculations than for complex ones. Calculation manager allows you also to use complex templates that you can customize with prompts in order to adapt them to each rule without being force to change the code. Basically it is an evolution of the essbase business rules macro function. Once a business rule is created it has to be deployed in order to be used with planning applications. The deploy activity copies the rule on the database, both in the calculation manager tables in and the planning tables.
Business rules are instead essbase artifacts. They aren't available any more from version 11.1.2.2 on.
In versions older than the 11.1.2.2 you were forced to use calculation manager for epma applications, while essbase business rules were used in classic applications. In terms of calculations there is no difference between the two technologies, they behave exactly in the same way. There is only a small difference in the prompts syntax, {} in calculation manager and [] in essbase business rules.
Although i find the calculation manager web editor quite slow and imprecise to use, I anyway advice to use it in order to make eventual release upgrades easier.

How to add access to business rule in calculation manager?

Hi all,
I would like to add access to each business rule in calculation manager. Is it the same method used like in 9.3.1? I can't find any document talking about that.
Thanks
Gary

Hi,
I thought it goes on the rule security, so say you had two rules in a ruleset, if you give access to both the rules to a user then the user will also see the ruleset.
If you gave access to one of the rules then the user would not see the ruleset.
Ok?
Cheers
John
http://john-goodwin.blogspot.com/

Migrate Business Rules to Calculation Manager

Hi Friends,
we have Hyperion Planning v11.1.1.3 Application (Classic Application). I want to migrate from Business Rules to Calculation Manager.
Please let me know the procesure.
Thanks & Regards
Sai.

In EAS go to export, select the rules, make sure "for calc mgr" is ticked.
Import the rules into calc manager.
Cheers
John
http://john-goodwin.blogspot.com/

Error Validating Business Rule in Calculation Manager (@_AT) ?

I have migrated an 11.1.1.3 business rule and two macros (templates) into Calculation Manager 11.1.2.2. When I validate the script I get the following error. Has anybody seen this before or have any guidance? The script syntax checks ok.
"An error occurred in: Rule:FCO_3YrBud_DGAlloc Error:Error parsing formula for [FIX STATEMENT] (line 24): Expected [(] found [@_AT] after function name Rule FCO_3YrBud_DGAlloc "
Line 24 is the first FIX statement in the script show below:
SET UPDATECALC OFF; SET AGGMISSG OFF;
%Template(name:="FCOm_TargetSection",application:="FCO",plantype:="FCO",dtps:=("parm1":=([["Three Year Budget"]]),"parm2":=([["DGAllocation"]]),"parm3":=([[{FCOrtpYears}]]),"parm4":=([[Mar]])))
%Template(name:="FCOm_TargetAgg",application:="FCO",plantype:="FCO",dtps:=("parm1":=([["Three Year Budget"]]),"parm2":=([["DGAllocation"]]),"parm3":=([[{FCOrtpYears}]]),"parm4":=([[Mar]])))
First template:
SET UPDATECALC OFF; SET AGGMISSG OFF;
FCOm_TargetSection
parm1 = scenario
parm2 = version
parm3 = years
parm4 = periods
The purpose of this macro is to translate Target input to GBP and copy to Curr NA and aggreggated. Step1: Copy inputs to Total Section to I/P Total Section and No Project Step1: Copy inputs to Converted Currency - no need to translate as all inputs are in GBP Step2: Copy Input GBP values to Curr NA
FIX(([["Three Year Budget"]]),([["DGAllocation"]]),([["FY15"]]),([[Mar]]),@IDESCENDANTS("BH - T"), "Curr NA", "Baseline","Entered Currency","A - 6111","A - 6112","A - 6113","A - 65","A - 66","A - 620905")
DATACOPY "Total Section" TO "Input_Total Section";
DATACOPY "Total Section" TO "No Project";
ENDFIX
FIX(([["Three Year Budget"]]),([["DGAllocation"]]),([["FY15"]]),([[Mar]]),@IDESCENDANTS("BH - T"), "Curr NA","Total Section", "Input_Total Section", "No Project","Baseline","A - 6111","A - 6112","A - 6113","A - 65","A - 66","A - 620905")
DATACOPY "Entered Currency" TO "Converted Currency (GBP)";
ENDFIX
FIX(([["Three Year Budget"]]),([["DGAllocation"]]),([["FY15"]]),([[Mar]]),@IDESCENDANTS("BH - T"), "Total Section","Input_Total Section","No Project", "Baseline", "Entered Currency","Converted Currency (GBP)","A - 6111","A - 6112","A - 6113","A - 65","A - 66","A - 620905")
DATACOPY "Curr NA" TO "Input GBP";
ENDFIX
Second template:
FCOm_TargetAgg
parm1 = scenario
parm2 = version
parm3 = years
parm4 = periods
The purpose of this macro is to aggreggate Target data Step2: Aggregate data
FIX(([["Three Year Budget"]]),([["DGAllocation"]]),([["FY15"]]),([[Mar]]),"Baseline","Entered Currency","Converted Currency (GBP)")
CALC DIM("Account","BudgetHolder","Input Currency","SectionProjects");
ENDFIX

Actually
I have just been re thinking about your post. My comments above may not be correct for your situation. The Syntax above is correct if you are talking about the code "within" the template itself (So if you open the template and look at the code). But if the code you posted in your messages was from the script window of the rule (When in script mode) then your problem is something different potentially.
So the first thing is to make sure that in the template itself (template open) the DTPs are defined in the global range or member range as [Parm1],[Parm2] etc (Or fix, depending on how the template is shown) as I said in my first response above, the template only defines the DTP, not the members and should be enclosed in square brackets, like [Parm1}. That will make sure the DTP as defined in your template correctly. Then we need to look at how you are defining those DTPs in the rule itself. Normally this is a lot easier if your rule is in graphical view, as you just click on the template and your can enter the values. As you have your rule in Script mode you need to be very careful in how you define the DTP values. Each DTP 'type' has different syntax in script mode.
On looking at your script again I can see another problem potentially. When defining the values in the DTP's, the value needs enclosing with double square brackets, like so [["Three Year Budget"]]. In your script you also have parenthesis. Which isn't always correct. There are times having parenthesis and double brackets is correct, but that is only when your DTP is type "Members", and by default I think old business rule macros will be translated into templates with the DTP types of "Script"
So if you also amend your business section where the templates are defined to as below; (as you can see, no parenthesis around the DTP values).
SET UPDATECALC OFF; SET AGGMISSG OFF;
%Template(name:="FCOm_TargetSection",application:="FCO",plantype:="FCO",dtps:=("parm1":=[["Three Year Budget"]],"parm2":=[["DGAllocation"]],"parm3":=[[{FCOrtpYears}]],"parm4":=[[Mar]]))
%Template(name:="FCOm_TargetAgg",application:="FCO",plantype:="FCO",dtps:=("parm1":=[["Three Year Budget"]],"parm2":=[["DGAllocation"]],"parm3":=[[{FCOrtpYears}]],"parm4":=[[Mar]]))
The end game should be that when you open your rule and view in script mode and then select script tab down the bottom your templates should look as below, as you will see, all that should be shown in the script are the values substituted from the template definition, key point is that there are no brackets or Parenthesis. The script should show "pure" script. ( I have highlighted and underlined how those 4 DTPs should translate in the script view)
First template:
SET UPDATECALC OFF; SET AGGMISSG OFF;
FCOm_TargetSection
parm1 = scenario
parm2 = version
parm3 = years
parm4 = periods
The purpose of this macro is to translate Target input to GBP and copy to Curr NA and aggregated. Step1: Copy inputs to Total Section to I/P Total Section and No Project Step1: Copy inputs to Converted Currency - no need to translate as all inputs are in GBP Step2: Copy Input GBP values to Curr NA
FIX("Three Year Budget","DGAlocation",FY15,Mar,@IDESCENDANTS("BH - T"), "Curr NA", "Baseline","Entered Currency","A - 6111","A - 6112","A - 6113","A - 65","A - 66","A - 620905")
DATACOPY "Total Section" TO "Input_Total Section";
DATACOPY "Total Section" TO "No Project";
ENDFIX
FIX("Three Year Budget","DGAlocation",FY15,Mar,@IDESCENDANTS("BH - T"), "Curr NA","Total Section", "Input_Total Section", "No Project","Baseline","A - 6111","A - 6112","A - 6113","A - 65","A - 66","A - 620905")
DATACOPY "Entered Currency" TO "Converted Currency (GBP)";
ENDFIX
FIX("Three Year Budget","DGAlocation",FY15,Mar,@IDESCENDANTS("BH - T"), "Total Section","Input_Total Section","No Project", "Baseline", "Entered Currency","Converted Currency (GBP)","A - 6111","A - 6112","A - 6113","A - 65","A - 66","A - 620905")
DATACOPY "Curr NA" TO "Input GBP";
ENDFIX
Thanks
Anthony

Upgrade Business rules with Calc Manager

Hello Gurus,
Recently performed an upgrade from 11.1.1.3 to 11.1.2.2 by replicating the Database to a new database machine.
I had Business rules in 11.1.1.3 and did not perform any steps to migrate the rules to Calculation manager in 11.1.2.2
The doubt I have is,
1. Are the business rules automatically upgraded when performing upgrade by EPM system configurator (since the database is replicated)
2. If so, how do I see the business rules in 11.1.2.2 environment? How can I use migrate feature option.
Thanks
HyperionEPM.

From 11.1.2.2 documentation:
Upgrade Wizard
If your application used Oracle Hyperion Business Rules, the Upgrade Wizard automatically converts Business Rules business rules to Oracle Hyperion Calculation Manager business rules. Release 11.1.2.2 supports onlyBusiness Rules business rules as the calculation module.
Notes:
•Classic application administration is now called Oracle Hyperion Planning application administration (versus Oracle Hyperion EPM Architect application administration).
•The Upgrade Wizard automatically upgrades applications having Oracle Hyperion Business Rules business rules, converting them to Calculation Manager business rules. However, the Upgrade Wizard does not automatically convert Release 11.1.2.1 applications having Oracle Hyperion Calculation Manager business rules. For those upgrade instructions, see the Oracle Enterprise Performance Management System Installation and Configuration Guide.
Business Rules Maintenance Release and Upgrade Installation PrerequisitesIf you are using Business Rules, you must migrate to Calculation Manager rules in Release 11.1.2.2. Before migrating business rules, you must perform prerequisite tasks. Note that these tasks are required if you are applying the maintenance release or if you are upgrading.
To prepare to migrate Business Rules, perform the following tasks in your current Business Rules environment before installing Release 11.1.2.2:
1.in Business Rules, within the Rule Editor, remove the associated outline (that is, the design time location) from each business rule. After you do this, the Associated Outline drop-down list should display the text, Select Outline.
2.On the Locations tab of the Rule Editor, ensure that each business rule has a valid launch location, which must be an absolute location. Although “All Locations” is valid in Business Rules, when you migrate business rules, you must provide the details of a specific launch location (that is, the application type---Planning or Essbase, the server name, the application name, and the database or plan type). If you want a business rule to be valid for multiple launch locations, you must provide the details for each location. The locations must be in different applications; you cannot migrate the same business rule to different plan types in the same application within Calculation Manager.
If the rule is a part of a sequence, then the launch location of the rule within the sequence must be one of the launch locations listed in the Locations tab of the rule.
3.On the Access Privileges tab of the Rule Editor, ensure that each business rule has security defined for a specific location or locations and not “All Locations.” If multiple locations are defined for a business rule on its Locations tab, you must add security for each location individually.
4.Do not modify rules in Calculation Manager until migration is completed.
5.If you are using Business Rules with Planning, as a precaution, create a backup of the rules: Use Administration Services to export the rules to XML in Business Rules format. If you are upgrading from 11.1.1.3 or 11.1.1.4, also export the rules to Calculation Manager format. EPM System Configurator exports the rules during database configuration for use during application upgrade.
6.If you are an Essbase-only Business Rules user, you must export business rules. To export the Essbase rule from Business Rules:
a.From Administration Services Console, right-click the Business Rules node and select Export.
b.Export the rules in Business Rules format and then select all of the Essbase rules in the repository. If you are upgrading from 11.1.1.3 or 11.1.1.4, also export the rules to Calculation Manager format.
c.Specify the location to save the XML file, and then click OK. If you are upgrading, the location should be a shared drive that is accessible from the upgraded environment.
Make a note of the location. You import the file later in the process.
Migrating Business Rules to Calculation Manager for use with Planning
If you applied the maintenance release to move from Planning Release 11.1.2.0 or 11.1.2.1 to Release 11.1.2.2, and you were using Business Rules rules, you must migrate the rules to Calculation Manager rules.
Before you migrate, ensure that user directories and native users with the same SID are available when you upgrade Shared Services.
Ensure that the Planning applications are upgraded to the current release and are available in Calculation Manager under SYSTEM View.
To migrate Business Rules rules to Calculation Manager rules:
1.In Calculation Manager, select the migrated Planning application, and then select Migrate.
The data that was exported during database configuration with EPM System Configurator is imported to Calculation Manager.
2.Repeat for each Planning application.
3.Deploy the rules from Calculation Manager to Planning. See the Oracle Hyperion Calculation Manager Designer's Guide.
After migrating business rules and rules security, if any of the rules had multiple launch locations and you migrated to more than one location, Calculation Manager creates a rule for the first migration, and shortcuts for all subsequent migrations. If the rule had rule-level variables, for the shortcuts that are created in the application in the new environment , its variables are moved to the Plan level. In this scenario, test rules in your environment to ensure that they work as expected.
If you still have problems, raise an SR and we can get on a call to figure out why the rules are not coming over.
-Sree

Enable/select/change to Business rules from Calc Manager in App settings

Hi all,
Somehow we are Unable to Expand the Planning Node in Essbase Administration Services (EAS) Console When Creating Business Rules. I am not sure is it
I am not sure, is it because of one of the application has calc settings as calc manager in under application settings in dev environment, but in other environment all applications set it as Business Rules.
I was trying to change from Calc Manager to Business rules in App settings, but it is grayed out and not able to change to Business rule from calc manager.
Please suggest me.
Thanks,

If it say been set incorrectly then you may need to update one of the relational tables for the application.
Table - HSP_SYSTEMCFG
Field - CALC_ENGINE_OPTIONS
Values - 1=HBR, 2=CalcMgr
Restart the planning application web app service after making changes.
Cheers
John
http://john-goodwin.blogspot.com/

How to know the execution time of rule in Calculation Manager

Hi All,
How do we come to know the time of execution of rule in calculation manager ?
Regards
Vikram

At this point there is no way to know the execution time of a rule in calculation Manager . If you are working on Planning rules, I believe planning displays the execution time in its job console.
-SR

Business Rules and Calc Manager

Can anyone help with these questions:
1) Are you supposed to be able to run business rules from/via Smart View?
2) Since HBR is being decomm'd in 1.2.2 and Calc Manager fully replaces it, are you supposed to be able to run Calc Mgr calcs from/via Smart View
3) Can you create Run Time Prompts in Calc Manager for an Essbase (not Planning) connection only? Since you can in HBR surely you can in Calc Mgr? It was greyed out in my test.
Thanks
Steve

Hi Steve,
To date Smart View only runs rules against Essbase when using Hyperion Planning. Using rules in conjunction with forms is one of the value propositions of Hyperion Planning.
The guide is pretty clear the RTP's are for Planning only.
Suggest you take a read through the Calculation Manager admin guide available at: http://docs.oracle.com/cd/E17236_01/epm.1112/cmgr_admin.pdf
And the full EPM product docs are always nice to have on hand from http://www.oracle.com/technetwork/middleware/performance-management/documentation/index.html or from the quick link area on my blog.
Regards,
John A. Booth
http://www.metavero.com

Books about Business Rules and Decision Management?

Hi,
I read the book Decision Management Systems by James Taylor that was very inspirational for me. Can anyone recommend other books about that topic?
Best Regards,
Tobias

From Oracle documentation:
[http://docs.oracle.com/cd/E11882_01/server.112/e26088/statements_8004.htm]
WITH CHECK OPTION Specify WITH CHECK OPTION to indicate that Oracle Database prohibits any changes to the table or view that would produce rows that are not included in the subquery. When used in the subquery of a DML statement, you can specify this clause in a subquery in the FROM clause but not in subquery in the WHERE clause.
[...]

After Upgrade from 11.1.1.3 to 11.1.2.2 Essbase Application Not Shown in Calculation Manager

I have upgraded from EPM 11.1.1.3 to 11.1.2.2 and now want to import Business Rules to Calculation Manager for use with Essbase.
However I cannot see my Essbase Application in Calculation Manager; (only the provided sample applications are shown in the hierarchy)
How do I check my configuration? How does Calculation Manager connect to Essbase and find my app?
I haven't knowingly altered Essbase server/port details during the upgrade as I opted not to re-host.

Yes the EAS schema was upgraded by the configurator.
I ran upgrade_ps2.sh (unix) without changing any configuration just to see what it does and (after I had to manually create the directory structure for the log file) it created an HBRrules.xml file successfully fo the first time under EPMData/planning (The missing log file directory structure may have been why the configurator didn't create the HBrrules.xml file at the first attempt during the Planning upgrade)
Anyway not entirely sure where upgrade_ps2.sh got its rules information but the file it created was very similar to the HBR file exported from EAS prior to starting the upgrade.
I attempted a 'migrate' again with Calculation Manager but still get the "No objects were found in the document for importing", i.e. kind of back to square one.
I really need to understand what is Calc Managers problem?
Q .What server should the upgrade_ps2.sh be run on? Planning or Shared Services? (I did it in on both)
Q. How can I get Calc Manager to tell me more with logging or tracing somehow?
Any other suggestions gratefully received
Many Thanks

Business Rule to folder, how?

Hi,
Sorry for the newbie question, I have a good deal of experience with Essbase but am finding Hyperion Planning 11.1.2.2 a little strange...
As administrator I create folders to hold Business Rules, from Hyperion Planning, under Business Rule Folders, create new folder.
Now the manual tells me to use 'Calculation Manager', but does not say where to find this.
In the absence of this being accessible from Hyperion Planning or Workspace I go to EAS, create a new business rule and then log back into Hyperion Planning and can see that business rule is now available to launch under 'Tools > Business Rules'
However, I cannot seem to find a way to move this business rule into my folder structure.
Can anyone advise; -
1. Am I accessing the right calculation manager
2. If yes to above is there an extra step to put it in an appropriate folder, and if so where. If not where do I find the 'Calculation Manager' in question?
And yes, I am using the same admin user at all points in the process. And yes task list, form et al forms / folders work fine for me.
Easy points for the answer!!
thanks,
Robert.

Hi
The Business Rules folder within Hyperion Planning is only used when you have enabled Calculation Manager as you chosen option of calculation type when creating the application.
When you first created the application you would have been given an option of Business Rules or Calculation manager on the very first screen. If you chose Business Rules then the Business Rules folder section within Hyperion Planning means nothing. However if you selected Calculation Manger at setup then Business Rule folders will allow you to group you Rules created from within Calculation Manager.
The choice though of Business Rules was removed by the version you are running
To get to Calculation Manager, Navigate->Administer->Calculation Manager.
If you cannot see it then you havent got Calculation Manager running or setup.
Thanks
Anthony

Business rule export issue

Hi all,
I created a business rule in calculation manager. Now I want to have this one in my EAS console.
I try to export my business rule from calculation manager, but when I click export some window appears and immediately disappears. So I can't do export.
What it could be? Is there any else way to export business rule to EAS Console?
Thanks in advance

Hi,
I did'nt faced any issues wile exporting using the LCM. This is actualy the best methods of exporting and importing the BRs form different environments.
You can also try exporting na dimporting the BRs from EAS console.
I dont you how you are doing it, it is hjust about selecting the artifacts take an export and import from the file system.
It is ok to copy paste if you have a few rules to export, but if you have many, then try to use one of the approach that the product provides.
Thanks,
Sourabh

V11 business rules

Hi,
q1. There is a new tool for business rules called "Calculation Manager" in v11 and as far as i understood aas will not be applicable for business rules??
I got that idea because i can not see any planning locations in aas, only essbase locations are available. Is it a problem or do we really have to use calculation manager?
q2. In calculation manager, validate works fine when i don't use prompts but when i use prompts, altought it returns an error saying "'Error:Validation against Planning outline succeeded.
Failed to validate against Essbase. One or more unresolved RTPs found: [RP_Currency, RP_Scenario, RP_Entity, RP_Year] ..." i can still deploy it and it works fine.. Is it a bug or is there a way to handle it??

Hello everyone,
I have got the same message when validating a business rule against Planning in Calculation Manager.
"Failed to validate against Essbase. One or more unresolved RTPs found: [Scenario] on Rule App.Plan1.BR70 Copy Scenario'"
I did not get this message before. The rule is also working fine.
Another odd thing: yesterday, I had the phenomenon that I could not select a value for the variable. Today it's working fine again without having anything changed. Any ideas what this could be?
Thanks!

Business Rules Disappearing in Calc Manager

I've got a classic planning app on 11.1.2.1 running business rules through calc manager but just the other day I logged in an i could no longer see the business rules in calc manager when i go to expand the database. The rules still run and are visible in other places like the business rule security manager but not in calc manager. I tried restarting calc manager, reconfiguring weblogic, creating new rules (which actually works but the old one still are invisible). I migrated over the environment from another environment, without luck. Any idea's what could be wrong?
Thanks!
Mark

Hi, have you migrated rules though Appication Group->Foundation->Calculation Manager path of LCM? Or just rules with your application. It looks like the second but it's not enough you should use first one too.
It's not explain what have happened with you rules but may help you to restore them

Business rules in calculation manager

Similar Messages

Maybe you are looking for