Business Rules migration to Calc Manager

Hi there,
We are currently in 11.1.2.1 and looking at applying the 11.1.2.2 patch. One of the pre-requisites is the HBR migration to Calc Manager. We are trying to find out if there is a better way of preparing the business rules for migration to calculation manager in a distributed environment. We have three planning servers and approx. 4-8 security groups assigned to a business rule. According to the documentation we now have to assign permissions to each planning server (location) individually and then assign each security group individually to each planning server (location). This means a single rule can have up to 27 objects that need to be assigned. When we start talking about 100’s rules & sequences this really adds up. Is there an easier way to do this in a distributed environment.
I have raised an SR with Product Support who have raised an enhancement request and referred me to consulting however this sounds more like a product issue to me.
Thanks for your help.
Regards
Seb

Hi Seb,
I think there may be a somewhat easy answer here. Have you looked at the locations under business rules? You may right click on a location and copy it to another location. I'm pretty certain it copies all security over to the second location also.
Suggest you test this in a non-prod environment if you have one available.
Regards,
John A. Booth
http://www.metavero.com

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Hyperion Planning business rules migrating to Calc Manager issue

It was suggested I post this in calc manager as well, so I hope cross posting is allowed!
We are trying to migrate from Hyperion Planning 11.1.1.3 to 11.1.2.2
Our business rules were migrated to Calc Manager by our IT team. The rules run (for the most part).
Our main complaint about this migration is that it excluded our comments inside the business rules and added it's own!
When we first open the rule it is in graphical mode. But on the Script Tab I can see our orignal Business rule, but it's missing comments. Not all comments -- those at the top of the rule are intact, but after it starts getting into the meat of the rule, it loses many, but not all of the comments. When I chose to edit this rule in script mode, then calc manager adds tons if its own comments, making the code very junky to read.
So, multiple questions -- how do we get the migration of business rules to calc manager to stop losing our important comments. Is it possible to get the newly migrated rules to initially open in script mode rather than graphical mode so that it doesn't add it's own comments. Or is there a way to turn off the added commenting?
This is a snippet of our rule in 11.1.1.3:
FIX ("D0P000 Pushdown")
"Accrued Salaries and Wages Pushdown" = "BTL Accrued Sal & Wages Total"->"WBS_I19990_PLAN" * (D0P000->"Total Reg Labor" / "LMSS (LRP TEMPLATE LEVEL)"->"Total Reg Labor");
ENDFIX
/* FIX on account members that should be rolled up in the AGG statement below. */
FIX (@DESCENDANTS( "Orders"),
This is what it looks like when it comes up in graphical mode in Calc Mgr 11.1.2.2 (note that comment is already missing):
FIX ("D0P000 Pushdown")
"Accrued Salaries and Wages Pushdown" = "BTL Accrued Sal & Wages Total"->"WBS_I19990_PLAN" * (D0P000->"Total Reg Labor" / "LMSS (LRP TEMPLATE LEVEL)"->"Total Reg Labor");
ENDFIX
FIX (@DESCENDANTS( "Orders"),
This is what it looks like when it switches from graphical to script (bonus comments are added):
FIX ( /*DIM:Entities*/"D0P000 Pushdown")
/*STARTCOMPONENT:FORMULA*/
"Accrued Salaries and Wages Pushdown" = "BTL Accrued Sal & Wages Total"->"WBS_I19990_PLAN" * (D0P000->"Total Reg Labor" / "LMSS (LRP TEMPLATE LEVEL)"->"Total Reg Labor");
/*ENDCOMPONENT*/ ENDFIX
FIX ( /*DIM:Accounts*/@DESCENDANTS( "Orders"),
Thanks for any help.
Brenda

You might learn to appreciate graphical mode in Calc Manager, we do. It is not like the old Business Rules in EAS. I am an old school calc script person, and have NO love for drag-and-drop coding ... I need control. ;-)
Insert a blank script object and paste your code into the 'Script' tab for that object. Set up your prompts and use the {} notation in your code. All of the comments will stay put ... as long as you DON'T USE EDIT, SCRIPT! We make a fair number of generic, reusable pieces of code and save them as shared scripts. These can be dragged into Rules. Click on the Rule's Begin object and choose the Script tab ... you will see how the bits are assembled into complete calc script. We've even come up with a way to use LOOP ... ENDLOOP as though it were a procedural IF statement so we can control whether or not a chunk of code is active or not.
Shared scripts are especially good for currency translation components since we occasionally add new currencies and want to make a change in one object that is used in dozens of business rules.
Mike H.

EPMA Batch Client - Can I launch business rules created in Calc Manager?

I'm currently on a project where we have implemented an EPMA Planning app (v 11.1.1.2), and we need to schedule business rules to run in batch. In the past, I used the command line launcher to perform this task. Unfortunately, the command line launcher is really a part of EAS, so it would appear that I cannot use this method to launch a rule created in Calc Manager. Is this correct?
It looks like my other option is to use the EPMA Batch Client. In looking at the "Execute" command in the documentation, it doesn't reference the ability to run a business rule. The docs are fairly limited, so I'm wondering if I really CAN launch a business rule from here.
Has anyone scheduled a business rule (created in Calc Manager) to run in batch? If so, what method did you use? If all else fails, I can create a calc script and run it from MaxL, but I'd rather not have multiple versions of the code floating around.
Thanks!
- Jake

Hi Jake,
One of the known issues in 11.1.1.3 is :-
You cannot launch a business ruleset with runtime prompts from the Planning command line launch (7205464).
Whether this means you can't run calc manager BR's from command line I am not sure.
There is no documentation in this area so I assume it can't be done yet.
Cheers
John
http://john-goodwin.blogspot.com/

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 Migration from one server to other server

Hi All,
Can some body help on business rules migration from one server to other server? and also wt is the difference there in Export and import BR's and Administration repository to migrate.........i fail to understand if we export and import br's and need to change in xml target server and after import whether all users can able to see this imported BR's ?
then wt is the use of Administration option under Business Rules-->right click-->repository...connect--->need to connect oracle info....wt is this process? can some body help on this please........
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huser

Hi,
The methods are pretty much the same in what they do.
When you export rules it creates an xml file based on the selection you have picked, you can just log into EAS and do this you don't have knowledge about the repository, it is also useful for migrating across versions. You also have the option of changing the xml file before importing it into your target.
When you migrate the respository you have to physically connect to the database repository and have knowledge of the connection details, it is probably aimed directly at a system admin.
The options in both methods are pretty much the same, you can choose what you want to export or migrate.
You hit issues when you export/migrate for instance the location names change and need to be updated, you can update the xml file to change the locations though if you choose the migrate option you won't have that ability.
The next issue is the user/group accounts which is the biggest flaw, if the users/groups exist on the target and have the exact same SID then they will migrate otherwise they will usually get dropped.
Cheers
John
http://john-goodwin.blogspot.com/

Rules security in Calc Manager vs EAS

Maybe I am missing something, but what happened to the ability to put security on Rules now that we are using Calc Manager for our EPMA apps? In EAS Business Rules, we could assign all of our privileges to the rule but now it appears that there is no security. What am I missing? Thanks.

Haha, thanks. So I was missing the obvious!
For my own knowledge, where in the documentation is this piece of info? I don't see it in the EPMA Admin guide with the rest of the Calc Manager documentation.
Again, thanks.

Not able to open rule designer in Calc manager in Workspace

I have installed Hyperion 11.1.2.2 on Win2003 sp2. My IE version is 7. When I try to write/edit a Business rule in calc manager, I get a warning in 'your current security settings do not allow websites to use ActiveX ie7....Your page may not display correctly". I tried every setting in IE to make this message go but it doesn't. Has anyone else faced this issue and what is the solution.

It is probably worth using a later browser with 11.1.2.2 e.g IE8/9 or Firefox
If you are running the browser from the server it is worth trying turning off the Internet enhanced security which can be done from add/remove windows components.
Also worth going through the setting highlighted in the following Oracle Support doc - "Internet Explorer (IE7, IE8 and IE9) Recommended Settings for Oracle Hyperion Products [ID 820892.1]"
Cheers
John
http://john-goodwin.blogspot.com/

JHeadstart, Oracle Business Rules and BPEL Process Manager

Dear JHeadstart Team,
I have some questions regarding integration of JHeadstart and Oracle Business Rules and Oracle BPEL Process Manager. As a matter of fact I don't have any work expriences with these tools so my questions may not be good and precise.
1- Using a business rule engine can dramatically increase speed of development and ease of maintenance.I had a very good exprience in using JHeadstart and Headstart in the past but I wanted to know if it is possible to use Oracle Business Rules in conjunction with the JHeadstart ? If so, What steps should be taken? Is there any known issue about this integration? Does Oracle Business Rules have any interference with JHeadstart or it is only used in model layer during insert,update,delete?
2- Is it possible to develope a system based on oracle work flow engine (Oracle BPEL Process Manager) using JHeadstart ? If so, What steps should be taken and how the changes in the flow of work would by applyed in a system developed by JHeadstart. Is there any known issue about this integration?
Any help,link to documents or general guidelines would be highly appreciated.
Thanks in advance,
Navid

Couple of things I would like to add, are the following.
In the context of an ADF application usage of Oracle Business Rules most likely is in the business logic layer, but mind that it does not need to be restricted to that.
Oracle Business Rules takes so called 'facts' as input, evaluates some rules based on that and change those facts or return some result. That might be checking a business rule as defined in the JHeadstart Developers Guide. But it might also return some value that is used in a navigation rule.
Think about a page flow where after page A normally page C is presentend, but in case of some situation (like a customer ordered something and you want to present some special offering based on that) you want page B presented in between (i.e. A -> B -> C). Oracle Rules could be used to determine this page flow. This would be an example of using it in the controller layer (probably in combination with using facts that come from the model layer).
Another remark that I would like to make, is that in my opinion it does not make much sense to use Oracle Rules for business rules that logically more or less are part of your data model (like end date must be on or after begin date). You typically use Oracle Rules to implement business rules that are of a volatile nature, meaning that day-to-day business may require a change of the rules. One example is the navigation case that I mentioned before. Another (typical) example would be a rule that defines when a customer is a Gold customer.
Jan Kettenis

Business Rules Migration

Hi gurus,
I need to migrate business rules from one environment to another.
Apart from doing so in EAS, what would be the other way of migrating it?
Any suggestion would be appreciated.
I could do it with EAS, however the EAS has not been working in the target environment, so we are trying to see if we can migrate from planning/hss etc so that we could migrate and test while we are taking care of the EAS issue.
Thank you.

If EAS is not working in the target environment then I don't see much point in trying to migrate the rules, you would not be able to import them if EAS is not working.
The only options are exporting/importing through EAS, LCM (which pretty much does the same thing as EAS but can be automated), alternatively there is the option to migrate the full repository - Migrating the Repository
Cheers
John
http://john-goodwin.blogspot.com/

Business rule migration

Gurus,
I have a question about BR migration.
It is 11.1.2.1, and I have some BRs in my planning application.
I want to migrate the BRs from one environment to another.
In order to do that, can I export business rules from the source (by right-clicking the BUSINESS RULES node in EAS) and then import them in the target environment EAS. If so, is there anyhthing specific that I need to follow, for example any file system to save it to or I can save anywhere, etc like that.
And do I need to do anything after I export-import the business rules?
Any suggestions would be great.
Thanks

Thanks John for your quick response.
When you mean by dependants, what does it really imply? If you could write a little about it, it would be awesome.
Also, is there a rule as to what should be exported-imported first while we are using the LCM tool?
Thanks again.
Edited by: hyperion start on Dec 17, 2012 6:55 AM

Does EAS needs to running for Business Rule Migration

We are having issues with EAS server in one of the env, so it is offline. The user wants to access BR from that env, so EAS server needs to be running for migrating those BR using LCM or LCM would connect with the Database repository for the migration.

I posted a script years ago that I put together which has been used a few times over.
You can see the thread at: Exporting Hyperion Business Rules as Text files
This would require the relational server is up and running. I have used it against many versions of the repository. You may want to look at the writeln code and make sure you have it set to do ascii vs unicode as I think I set it to UTF-8 in original scripts.
Regards,
John A. Booth
http://www.metavero.com

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Thanks

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While trying to use the export/import option in EAS to migrate business rules, we have run into an error.
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Error while migrating business rules.
Detail: The import file specified is not a valid business rules xml file. Import will be terminated.
Detail:Exception occured. Please check your log file for details.
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Both the old and new systems are version 11.1.2.
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Thanks,
Sujani

When you export them make sure you don't have "For Calc Mgr" checked, if you do then the import with fail.
Cheers
John
http://john-goodwin.blogspot.com/

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Did you get this issue resolved? If not what version are you running? Do you have any EPMA or Classic apps already created?
~SM

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How does this relate to the Oracle Forms product?
Craig...
Edited by: CraigB on Feb 15, 2012 8:43 AM

Business Rules migration to Calc Manager

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