Deactivate HFM process Management

Dear Experts,
What are the consequences on historical data if I disable Process management for all scenarios except ACTUAL?
Thanks for your help.
Benoit

Hi Benoit,
If you are referring to the enable process management option in scenario attributes, disabling this will allow users to be able to change data to previous periods. This will be similar to removing the protection from old excel files.
Is there any specific reason of doing something like that?
Regards,
Thanos

Similar Messages

HFM Process Management

Hi,
in HFM, we use the submission group and submission phases to manage the phased process management. I have one questions regarding this submission group/submission phase.
For example, I have accounts dimension members revenue, and balance sheet, and also C1 for products, P1, P2, P3.
In HFM, can I have the submission phased by accounts AND c1.
For example, I would like to have revenue->P1 to be in the phase 1, balance sheet in Phase 2, revenue->P2 in phase 3. The normal setup, is that I can give revenue: submission group 1, and balance sheet: sub group 2, and then P1 : sub group 1, and P2: sub group 3. In this setup, since revenue is already sub grp1, I can not have one sub group assigned to different sub phases. It seems that I can not do the phased submission as I wished.
Am I right? Any workaround or suggestion/advices? Thanks in advance

Raul,
I think that maybe I do not state my problem clearly.
Yes. I already enable the metadata for phase submission, including accounts dimension, and C1 to C4 dimensions.
However, if I would like to have different submission phases for same account, but different C1 dimension member. How can I assign the submission group to same account member, but different C1 dimension members to achieve the different submission phase?
Since one account member can only have one submission group, and each C1 member has different submission group as well. In this case, when I assign the submission group to different phases, I can not have same submission group in two different phases. Then I can not do achieve the submission phase, for example, sales for Product 1 in Phase 2, and sales for Product 2 in Phase 5, etc.
Any other suggestions?
Thanks

HFM Process Management Alerting Config.

I am unable to get the Process Management Alerting to work.
Once I click on OK after changing the review level, the window just hangs there (cannot switch to it).
Does not send out an email.
I get this error in the IIS log ...
+(compatible;+MSIE+6.0;+Windows+NT+5.1;+SV1;+.NET+CLR+1.1.4322;+InfoPath.1;+.NET+CLR+2.0.50727) 500 0 0
The HFM config has the right smtp listed.
I have tested the email settings etc. on the server and can send emails using telnet.
Any ideas / suggestions would be much appreciated.
Ah ... and the version info may be useful .... 9.3.1
Edited by: user10940595 on Mar 27, 2009 6:09 AM

This turned out to be a bug in the system and was resolved lby
regasm /codebase ..../maiiler.dll
from the cmd prompt
no restart / reboot needed.
Edited by: user10940595 on May 7, 2009 8:06 AM

HFM, Process Management, NO ACCESS Issue

Gurus !,
Users have a Reviewer 1-3 role with submitter role as well, however, when they try to access a Scenario that has "Process Management" = "Y", they get NOACCESS.
I think it is beacause of the Process Management setup and the calc status shows as SC, CN or LOCKED (when logged in with Process Super role)
Process Level shows ... NOT Started ... so the questions becomes ... can a reviewer 1 see data when the process level shows "Not Started" ?
Thanks in anticipation ... ,
Edited by: user10940595 on Jun 8, 2010 6:22 AM

One more question: how exactly is the "No Access" information displayed? That is, what exactly is the error message you get? For example, users in Financial Reports may intermittently get an "access denied" message when trying to run a report there. In that case, the issue has nothing to do with permissions of the users but is instead a DCOM bug in Windows. Having the exact message may help us see if you are experiencing a different problem than data access.
--Chris

Promote HFM Process Management using FDM Financial Controls

Hi Folks
Has anybody tried to enable this feature of FDM 11.1.1.3? I've set the integration setting to On but I can't find any documentation on how to use the feature....
Cheers

I found the answer to my problem. The process was not working because I had set the Value for the location to Entity Currency;Entity Curr Adjs to allow journal posting. FDM was trying to evaluate the process mgt status for the process unit and was sending through Entity Currency;Entity Curr Adjs to HFM as a Value member. HFM quite rightly denied all knowledge of such a member which in turn generated an error.
By changing the code in the ContorlsSubmit action to just take Entity Currency, the feature worked fine.

Process Management and Security Roles

Hi guys,
I haven't worked too much with security, and now I have to define the users that will be related to the Process Management cycle. Is there any specific role for each phase? Are all the phases necessary?
Thanks!
Anna

Hi Anna,
I think that the first and most important step of your task is to understand who the information flows in your organisation. Ask your customer/users how the flow of the information would have been if they did not have HFM. Designing a couple of charts and having your customers to sign-off this process is quite important in my experience.
As soon as you understand which business roles should deliver/review information to the next business role, then start designing the HFM process management.
The first level of Process management is the Not Started. At this level no user can import data except the administrator
The second level of Process management is the First Pass. At this level all users can input data without restrictions.
The third level of Process management is the Review Levels. You have 10 Review Levels per submission. However, one to five review levels is quite enough for most organisations. Consider that the more review levels the more complex your process is. My personal opinion is that 4 review levels are quite good for the majority of the organisations. At RL1, the inputer will input the data, at RL2 the finance director will review the data, at RL3 the hub/region director will review the data and finally at RL4 the group users will review the data.
The review level 4 that I mentioned, can be substitute by the next set of levels which is submit, approve and publish. The status "publish" will allow the entity to be locked which means that not even the administrator will not be able to change the data or calculate the entity.
There are many combinations of how you can setup the process management, so if you have specific questions please let us know.
Regards,
Thanos

Easy or flexible ways to deactivate the batch management!

Hi Experts,
In our company , we want to deactivate the batch management for some materials.
I know it is not an easy way to do this according to the SAP Note 30656:
to clear stocks of the current and the previous period as well as to complete the open documents.
It is very painful to do the standard procedure as SAP provide.
I want if there is some easy or flexible ways to deactivate the batch management.
For example , to change for new material number.
Or we can set the batch number value to a fixed value, for example "1234" for all these materils.
Are there any other easy or flexible ways to deactivate the batch management?
May be do not need toremove the batch management indicator in the material master?
Just make it simple for all the goods movement that with batch number value input?
Thanks for any reply!

Dont just state a program name without giving the warnings and further explanations from the OSS note:
533276 - Setting the batch management requirement indicator
533383 - Deselecting the batch management requirement indicator
Symptom
The attempt to set the batch management requirement indicator for a material in the material master record maintenance fails because there are stocks or documents that are not completed such as production orders, sales orders, deliveries or WM transfer orders.
Solution
Here, the standard procedure is to clear stocks of the current and the previous period as well as to complete the open documents. Note 30656 provides further information about this.
Alternatively, in the case of a large data or document volume, you can use a conversion report from the batch development that sets the batch management requirement indicator without the necessity of manual preliminary works such as the posting of the stocks or the completion of open documents.
We have developed the main features of this report, but it must be adjusted to individual business processes in a customer project that is subject to charges.
If you require further information about functions of this tool or about running such a customer project, you can send an e-mail to the consulting department

Run Extended Analtytics / Create Star Schema based on Process Management Level Status

Dear HFM Gurus,
I have come across a requirement where I would need to automate extended analytics extraction based on Review Level / Approve Status of Entities. Once the Process Management Status changed to Approve status from Review Level 3 or they are in Review Level 3, corresponding 3-4 extracts will run for various levels of data (can be base level, parent level, adjustments etc. for various Scenarios). Also another requirement is that whatever process is built, it should run every hour to check the Process Management Status and extract accordingly, it should not extract if already extracted in the last run (that is if the extraction was already run in the last hour for RL3, and the Entity is still in RL3 in the next hour, it should not run the extract, if the RL3 is changed to Approved state, then the extract should be run. I know this is a lot of ask, request your guidance as to how to proceed with the same. Any help would be highly appreciated.
Warm Regards,
Sidd.

Hi Thanos,
I was able to accomplish this using excel and HFM API's. What I did was to dynamically create a process management grid in excel, dynamically refresh the data, check this data against the previous review level status which gets dynamically copied from the old refresh, generate the list of entities which are in RL3 / Approved (changed Status) and then based on that generate the extracts using HFM API's. I was able to generate this in both 11.1.2.3 and 11.1.2.1 using the corresponding API libraries which the version supports.
Thanks and Regards,
Sidd.

Process Management for multiple scenario, years, periods, phases, entities?

Hello,
Inside System 11 HFM, we recreated an application where we have an history of 10 years, 12 periods, for about 10 scenarios and 500 entities.
For all the Entities, scenarios, Year, periods and phases, process flow is at "not started"
We would like to start, promote, publish all these in a faster way to make them available
How can we do this ?
Thanks in advance

Hi,
Enabling Process Management:
Before you can use Process Management, the administrator must enable process management
using the SupportSubmissionPhase attribute for the Scenario dimension in the metadata file.
When this attribute is enabled, Process Management is available for the specified scenarios.
For more details about process management, please click on the below link and refer to page number 203, which might be helpful to you.
http://docs.oracle.com/cd/E17236_01/epm.1112/hfm_user_11.1.2.2.300.pdf
Thank you,
Charles Babu J

EPM Process Manager and Workspace Error

OS: Window Server 2003 usiing SQL 2005
The error below is what I received when trying to start the Hyperion EMP Process Manager and I cannot access the Workspace but I am able to create application on the Client.
I would appreciate your help to resolve this error. The installation and configuration came out fine without errors.
Service cannot be started. Hyperion.DimensionServer.ProcessManager.Interface.ProcessManagerException: Cannot initialize the Session Manager. ---> Hyperion.DataAccessLayerCore.DataAccessLayerException: To run the Dimension Server, both ALLOW_SNAPSHOT_ISOLATION and READ_COMMITTED_SNAPSHOT database settings must be set to 'ON'. Their values are currently 'ON' and 'OFF' respectively. Please consult the product documentation for details.
at Hyperion.DataAccessLayerCore.DataAccessLayer..ctor(NameValueCollection settings, String tablePrefix, String baseNamespace, String schemaVersion, Boolean onlyLoadKnownTables)
at Hyperion.DataAccessLayerCore.DataAccessLayer..ctor(NameValueCollection settings, String tablePrefix, String baseNamespace, String schemaVersion)
at Hyperion.SessionManager.DAO.SessionManagerDataAccessLayer..ctor(NameValueCollection settings)
at Hyperion.DimensionServer.SessionManager.SessionStoreRdbms.Initialize(String rdbmsVendor, String rdbmsConnParams, Int32 rdbmsCommandTimeout)

ALTER DATABASE OMAR
SET READ_COMMITTED_SNAPSHOT ON
ALTER DATABASE OMAR
SET ALLOW_SNAPSHOT_ISOLATION ON
The command above worked, but the command below works better. Thanks for the SQL server link you provided.
/*ALTER DATABASE OMAR
SET READ_COMMITTED_SNAPSHOT ON;
GO
ALTER DATABASE OMAR
SET ALLOW_SNAPSHOT_ISOLATION ON;
GO*/
However, I am now faced with another problem as indicated below. I have refreshed the DNS but no luck. Please I still need your assistance about this error.
Service cannot be started. Hyperion.DimensionServer.ProcessManager.Interface.ProcessManagerException: Cannot initialize the Session Manager. ---> System.Net.Sockets.SocketException: No connection could be made because the target machine actively refused it 169.254.220.55:5255
Server stack trace:
at System.Net.Sockets.Socket.Connect(IPAddress[] addresses, Int32 port)
at System.Runtime.Remoting.Channels.RemoteConnection.CreateNewSocket(AddressFamily family)
at System.Runtime.Remoting.Channels.RemoteConnection.CreateNewSocket()
at System.Runtime.Remoting.Channels.RemoteConnection.GetSocket()
at System.Runtime.Remoting.Channels.SocketCache.GetSocket(String machinePortAndSid, Boolean openNew)
at System.Runtime.Remoting.Channels.Tcp.TcpClientTransportSink.SendRequestWithRetry(IMessage msg, ITransportHeaders requestHeaders, Stream requestStream)
at System.Runtime.Remoting.Channels.Tcp.TcpClientTransportSink.ProcessMessage(IMessage msg, ITransportHeaders requestHeaders, Stream requestStream, ITransportHeaders...
Here is other related error received from diagnostic report:
PASSED DB: Database Connection to database jdbc:weblogic:sqlserver://omar-serverltp.OMSGROUP.OMSTAX.COM:1433;databaseName=omar 0 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/hfmapplicationservice/Application.asmx
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 0 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/hfmlcmservice/LCMWS.asmx
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 1 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/hfmofficeprovider/HFMOfficeProvider.aspx
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 1 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/hfm
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 0 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/oracle-epm-fm-webservices
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 1 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/raframework/index.jsp
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 1 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/WebAnalysis
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 0 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/hr/status.jsp
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 1 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/HyperionPlanning
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 0 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/easconsole/easconsole.jnlp
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 1 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/mappingtool/faces/info.jspx
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 1 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/calcmgr/index.htm
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 1 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/awb
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 0 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/aps/APS
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 1 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/HSFWebServices/HSFWebService.asmx
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 1 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/HyperionFDM
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 1 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/hyperion-bpma-server/Applications.asmx
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 1 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/interop
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application 0 s
FAILED HTTP: Http Availability of http context http://omar-serverltp.omsgroup.omstax.com:19000/workspace/index.jsp
Error: java.net.ConnectException: Connection refused: connect
Recommended Action: Start application
For more information, see Help and Support Center at
Edited by: user10392064 on Dec 8, 2010 7:00 AM

Process management color (urgent!!!!)

hi all!
when i used the process management control , i am confused that all cells are red ,who can tell me why the cells are not green or yellow?
and what the colors means ?
thank you very much !!!!

Hi,
Following from HFM user guide might be useful
Using Cell Colors in Data Grids to Determine Status
Cell colors in data grids indicate additional information about the data. The following table shows the default cell colors in data grids:
Off-white This is an input cell. You can enter or edit data manually.
Light green Allows allocations/derived data.
Medium green This cell is read-only.
Dark green This cell has no write or read access/derived data.
Red Invalid intersection of dimension members. You cannot enter data in invalid cells.
Yellow Yellow indicates one of these conditions:
Data in the cells has been modified but has not yet been saved.
The input status is OK, but the status of the adjustment is not OK (CH, CN or TRN). If the status is CN for node level adjustments, you must run Force Calculate Contribution to clear up the adjustment member status.
Gray This cell contains locked/derived data.
Blue This is a header cell.
Black This is the active cell
This applies to Data grid but I don't think there may be any issue as far as colour RED,, Dark Green are concerned.
Rgds
Payous999

Issue with Oracle Process Manager

Hi All,
I've installed Hyperion Planning on one server few days back. Now i've installed HFM on other server. The shared services is common which i've given is the First server (Where Planning is installed). The Planning server is working fine. When i'm trying to start Oracle Process Manager in the second server (Where HFM is installed) it is giving the message as "Could not start the Oracle Process Manager EPM_epmsystem1 service on Local computer" and The System cannot find the path specified.
I've installed & configured WebLogic on both servers (Planning & HFM)
Is this service required for HFM ? I think it is for Essbase. correct me if i'm wrong. Do we need to run this service on the second server ? (HFM Server). What is the main purpose of this server. Pls. advice.
Thanks,
PVR

Hi John,
Thanks so much for the Reply. As i mentioned earlier i've 2 servers. First server is for Planning and the second server is for HFM. I would like to use the shared services for both Planning & HFM on the first server. For launching workspace, if i type http://firstserver:19000/workspace, i can see Planning. To see HFM, do i need to launch http://firstserver:19000/worksapce or i need to launch http://secondserver:19000/workspace. I'm thinking that HFM will be available by launching http://secondserver:19000/workspace URL instead of the first URL, but i did't find the option of Configure webserver in the second server (HFM server). Pls. advice
Also, while configuring i've given other database for Reporting and Anaysis instead of the existing database. Also, given the server as second server (HFM server) during the configuration of Reporting and Analysis. Can you pls. kindly help and advice with the situation i've mentioned here
Thanks,
PVR

HFM - Process Control

Hi
Can anyone tell me if it is possible to get the process flow history details on Hyperion Smartview.
For example: Process Control - Entity promotes data to submitted - the date and time of this.
Regards

This is not possible using the "out of the box" features. Certainly the HFM API would allow you access to the process management details, but I don't personally know how this would be accessed from smart view. Likewise, Financial Reporting does not provide this detail either since the ADM driver for HFM does not support process management detail.
--Chris

Process Management with Taskflow: variable result Failure

Hi guys,
I've created taskflows to automate Process Management. They work fine, but there's something unusual: even though each phase runs properly, I get as a variable result "Failure". And I do not have a variable result "failure" (just "success").
Have you ever experienced this issue? Is this a bug?
HFM version is 11.1.1.3.
Thanks!
Jay

It's a bug.

Limitations of Process Management

Hi Guys,
I have just enabled and tested the process management in HFM 11.1.1.3. Is it true that once basic users have calculated their data and a reviewer level 1 promotes the data, these users cannot see the data in the webgrids anymore?
I would like to have all (RU) users to view the data at all times but unable to edit once it is above their level of access. Is this possible?
Many thanks for your help or thoughts!
(btw the hierarchy is like this: RU-->BU-->CORP)

That should not be the case. Users should see data in review levels above their role access -- it just becomes read-only to them.
Keep in mind that process management is per-entity. So, if a user promotes RU from level 1 to level 2, this has no bearing at all on BU or Corp. Parent entities cannot be in a higher review level than their children, but they can be a in lower review level. I guess to help you further, I'd need to understand which data they cannot see.
Finally, this is independent of Phased Submission, which takes these concepts and adds a lot more complexity.
What message to they get in grids? NoAccess?
--Chris

Deactivate HFM process Management

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