LCM reordering forms folders

Hi,
I'm migrating a Planning application between servers, and I know LCM has it's own will to change the forms folder option. What is the the recommended way to keep the order and migrate as fast as possible? Probably the best way is to create manually the folders before import right?
Thank you

Icebergue wrote:
I was wondering, before LCM how were forms migrated, excluding the database attach method? Isn't there a command line tool for that?FormDefUtil - http://docs.oracle.com/cd/E40248_01/epm.1112/hp_admin/ch06s20.html
Cheers
John
http://john-goodwin.blogspot.com/

Similar Messages

Arranging form folders in hyperion planning alphabetically

Is there a way to arrange the form folders in hyperion planning alphabetically? Can we, and if we can is it the only way, sort the folder names in the relational tables in back-end?
Or is there a way in the planning web to do the same?
I would like to know if there is a second option as I might be adding new folders periodically and would need to re-arrange the folders alphabetically each time.
Thanks,
Pawan.

Hi,
We tried doing it the LCM way - delete all folder and LCM back all in - but it didn't work. mostly it was like the folders were getting in, in the same order they were created. It is only in LCM that the folders are coming in alphabetical order. (LCM is designed to internally sort and show up - i suppose).
Naming the folder with numerals first would need us to rename the folders again and again - but it was the same as creating a new folder and moving the forms manually in alphabetical order by ourselves.
Hope Oracle does something to put in a sort button in the folder administration.
Thanks,
pawan.

Can LCM import form security?

We are on Hyperion Planning 11.1.2 and used LCM to migrate and app from UAT to Prod. We migrated all artifacts over, but the form security is not there. We see the groups when we try to add access, but the access is not on the form folders themselves as they are in UAT. Is LCM able to import the security for forms like the dimension security? Thanks in advance.

Yes. LCM can import form and form folder security. I tend to export to the file system first. That way, I can see exactly what's in the XML files, plus I have an arcihve of what got migrated.
If you export to the file system first, you should see form and form folder security in the following directory:
resource\Security\Access Permissions
In that folder there will be a Users.xml file, and also a directory for Groups. If you look in the XML, you should see security assigned for forms and folders.
Hope this helps,
- Jake

Question on Dynamic Query Data Source and Form Folders in Oracle Forms 6i

Hi there -
I have one interesting requirement in Oracle Forms.
This is what I wanted to do.
1. Have a LOV and Go button on Form.
2. From LOV, I will select a pre-defined custom table and click Go.
3. Based on the selected custom table, I have to populate the Block (Tabular Format).
4. User should be able to do update, delete, insert on this block.
5. User should be able to use the Oracle Form folders functionality (select only necessary column and save views etc. Std folder functionality).
6. If user selects a different custom table name in the LOV on top, I need to refresh the data from the block based on this new table. Remaining functionality should be as it is (steps 3 to 5).
You can see here, I am going to have dynamic query data source (Table Name as well as column mapping) on the block. I do not know before hand how many columns the user selected table has!
This is what I have planned for this so far but I have some major questions before I can move on with this design:
1. I am going to create a table structure with fixed number of column in form (40 cols assuming that the custom table will not have more that 40 cols). (Kind of limitation but it's okay as of now).
2. Dynamically populate the block based on the table name selected by the user from LOV. Dynamically change the table column names based on the table selected etc.
3. Perform insert, update, delete using PL/SQL package.
So far it looks okay.
Now my real question is,
Can user still be able to user "Folders" functionality here? I have never done this kind of development before and I doubt the dynamic column naming, dynamic column data source will really work for "folders"!
Also, I am not really sure whether user will be able to save these "folder" queries?
Okay so form experts, can you ppl suggest me if this is really going to work? Are there any better ways to do this?
Initially I tried to do this in OA Framework but I got stuck at because as per OAF developer guide "I cannot user OAF personalization for dynamic items, regions etc".
For more info on that thread see this link...
Re: setUserCustomizable issue!
Thanks in advance for the help.

Any suggestion anyone?

In "Finder" Display in Outline Form - Folders/Files Info & Details

FINDER is hard to use to save, edit, move files to folders on the HD.
Would like in "FINDER" an "OUTLINE FORM" to view Folders (First) & then Files (able to expand folders to see files) on HD (similar to MS-XP's Explorer Data's display of data).
It is way too time consuming to try to find\see many years of folders\files in yearly folders!
Need an easier way to see folders and files on HD and to easily copy\move files between folders?
Default view should have a column wide enough to show full name and details of all files in list. I am wasting time making columns wider to see full names, sizes, dates, & info. and change views to find\see files, etc.
Very difficult to move files or or between folders on HD.
There has to be a better way?
Thanks.
rm2426

Hi BM2400,
I'm sorry to hear you are having issues with the Finder on your MacBook Pro. I also apologize, I'm a bit unclear on the exact use-case or work flow you are describing. From what I gather you are looking for (outline view, maximum data displayed about individual files, etc), it sounds like the best Finder view would be List view with a wide window size, which should show an outline/tiered file view of folder contents, as well as individual file data (dates, sizes, kind, etc):
OS X Yosemite: Ways to view items in Finder windows
If you are having issues moving items between folders, you may find the following articles helpful:
OS X Yosemite: Drag and drop items
OS X Yosemite: Folder basics
If you are coming from a Windows enviroment, you may also find this articles useful:
Switch Basics: Moving from Windows Explorer to the Finder - Apple Support
Switch Basics: On Windows, I used to... - Apple Support
Regards,
- Brenden

LCM filesystem import error?

Hi,
I have exported the Planning application into a file system and the same file system again imported into same application in same environment as part of restoring process using shared servcies.
Here everything was successfully imported except few groups eventhough imported remaining groups.
I was getting the error as "*ERROR - error /Security/Access Permissions/Groups/GROUPNAME - The root element is required in a well-formed document*"
I couldnt gooogle it out. Please suggest any inputs to solve this issue.
I was on 11.1.1.3.
Thanks,

completely clueless about the issue^^^Totally my way of viewing all kinds of issues. :)
Change the filesystem.artifact.path=<epm_oracle_instance>/import_export to something like filesystem.artifact.path=C:\Hyperion\Oracle\ Migration and you need to store your backup at this location.^^^That is a super cool bit of information that I had zero knowledge of. I will definitely keep that one in my list of things to do at my next client as form folders and form names can blow past the length limit so easily.
I reread the OP's post, and I wonder (and again, just speculation) that is something in the group name that didn't play nice in XML. What I'm getting at is something akin to the known issue (maybe fixed now?) of parentheses in form names that blow LCM up. Maybe there's something in the name of the group, some special character or characters that doesn't translate well? It seems odd that most groups were okay but others failed. Maybe the SS group doesn't exist on the target to begin with? I don't believe that a Planning migration will create the target groups automatically.
Regards,
Cameron Lackpour

LCM...

Hi,
how to export/import only data form? I tried LCM, but failed? I wanna utility. pls help.
Thanks.
Edited by: Mars Rover on Jul 15, 2009 10:00 AM

Hi John, thanks. The LCM log looks like this-
2009-07-15 20:08:16,007 [AJPRequestHandler-RMICallHandler-14] INFO com.hyperion.lcm.web.action.HSSMigrationAction - executeAction()
2009-07-15 20:08:17,756 [AJPRequestHandler-RMICallHandler-10] INFO com.hyperion.lcm.web.action.HSSMigrationAction - executeAction()
2009-07-15 20:08:19,607 [AJPRequestHandler-RMICallHandler-11] INFO com.hyperion.lcm.web.action.HSSMigrationAction - executeAction()
2009-07-15 20:08:19,622 [AJPRequestHandler-RMICallHandler-11] INFO com.hyperion.lcm.web.CSSExportImportHandler - The CSSExportImportHandler is created!
2009-07-15 20:08:20,940 [AJPRequestHandler-RMICallHandler-11] INFO com.hyperion.lcm.web.CSSExportImportHandler - The importArtifact() is entered
2009-07-15 20:08:20,940 [AJPRequestHandler-RMICallHandler-11] INFO com.hyperion.lcm.web.CSSExportImportHandler - The file format is csv
2009-07-15 20:08:20,941 [AJPRequestHandler-RMICallHandler-11] INFO com.hyperion.lcm.web.CSSExportImportHandler - The import opertion is create/update
2009-07-15 20:08:20,941 [AJPRequestHandler-RMICallHandler-11] INFO com.hyperion.lcm.web.CSSExportImportHandler - The maxErrors is 100
2009-07-15 20:08:20,941 [AJPRequestHandler-RMICallHandler-11] INFO com.hyperion.lcm.web.CSSExportImportHandler - The locale is en
2009-07-15 20:08:20,941 [AJPRequestHandler-RMICallHandler-11] INFO com.hyperion.lcm.web.CSSExportImportHandler - The temp folder for export/import is /u01/app/oracle/product/11.1.1/hyperdev/logs/SharedServices9/
2009-07-15 20:08:20,941 [AJPRequestHandler-RMICallHandler-11] INFO com.hyperion.lcm.web.CSSExportImportHandler - The debug level for import is false
2009-07-15 20:08:25,614 [AJPRequestHandler-RMICallHandler-11] INFO com.hyperion.lcm.web.CSSExportImportHandler - Status from CSS Exchange API is success. Import suceeded!!!!
2009-07-15 20:08:25,614 [AJPRequestHandler-RMICallHandler-11] INFO com.hyperion.lcm.web.CSSExportImportHandler - The importArtifact() is exited
2009-07-15 20:08:27,045 [AJPRequestHandler-RMICallHandler-13] INFO com.hyperion.lcm.web.action.HSSMigrationAction - executeAction()
2009-07-15 20:08:28,087 [AJPRequestHandler-RMICallHandler-14] INFO com.hyperion.lcm.web.action.HSSMigrationAction - executeAction()
2009-07-15 20:08:28,715 [AJPRequestHandler-RMICallHandler-10] INFO com.hyperion.lcm.web.action.HSSMigrationAction - executeAction()
2009-07-15 20:08:28,724 [AJPRequestHandler-RMICallHandler-10] INFO com.hyperion.lcm.web.CSSExportImportHandler - The CSSExportImportHandler is created!
2009-07-15 20:08:29,691 [AJPRequestHandler-RMICallHandler-10] INFO com.hyperion.lcm.web.CSSExportImportHandler - The importArtifact() is entered
2009-07-15 20:08:29,691 [AJPRequestHandler-RMICallHandler-10] INFO com.hyperion.lcm.web.CSSExportImportHandler - The file format is csv
2009-07-15 20:08:29,691 [AJPRequestHandler-RMICallHandler-10] INFO com.hyperion.lcm.web.CSSExportImportHandler - The import opertion is create/update
2009-07-15 20:08:29,691 [AJPRequestHandler-RMICallHandler-10] INFO com.hyperion.lcm.web.CSSExportImportHandler - The maxErrors is 100
2009-07-15 20:08:29,691 [AJPRequestHandler-RMICallHandler-10] INFO com.hyperion.lcm.web.CSSExportImportHandler - The locale is en
2009-07-15 20:08:29,691 [AJPRequestHandler-RMICallHandler-10] INFO com.hyperion.lcm.web.CSSExportImportHandler - The temp folder for export/import is /u01/app/oracle/product/11.1.1/hyperdev/logs/SharedServices9/
2009-07-15 20:08:29,691 [AJPRequestHandler-RMICallHandler-10] INFO com.hyperion.lcm.web.CSSExportImportHandler - The debug level for import is false
2009-07-15 20:08:31,551 [AJPRequestHandler-RMICallHandler-10] INFO com.hyperion.lcm.web.CSSExportImportHandler - Status from CSS Exchange API is success. Import suceeded!!!!
2009-07-15 20:08:31,551 [AJPRequestHandler-RMICallHandler-10] INFO com.hyperion.lcm.web.CSSExportImportHandler - The importArtifact() is exited
2009-07-15 20:08:31,923 [AJPRequestHandler-RMICallHandler-6] INFO com.hyperion.lcm.web.action.HSSMigrationAction - executeAction()
2009-07-15 20:09:03,098 [AJPRequestHandler-RMICallHandler-10] INFO com.hyperion.lcm.web.common.util.FilePicker - FilePicker.readFile path =>>WEB-INF/xslRepository/lcm/map/artifactListing.xsl
And the LOG_17.log contains like-
2009-07-15 20:16:01,532 ERROR - error /Global Artifacts/Smart Lists/DeprMethod - Post execution fail for - WebPlugin.importArtifacts.doImport. Exception- [MESSAGE - org.apache.commons.httpclient.ProtocolException: Unbuffered entity enclosing request can not be repeated., LCM METHOD CALL - com.hyperion.lcm.product.manager.WebProductManager.executePostMethod(Unknown), ROOT CAUSE - org.apache.commons.httpclient.methods.EntityEnclosingMethod.writeRequestBody(483)]
2009-07-15 20:16:01,561 ERROR - error /Global Artifacts/Smart Lists/DeprConvention - Post execution fail for - WebPlugin.importArtifacts.doImport. Exception- [MESSAGE - org.apache.commons.httpclient.ProtocolException: Unbuffered entity enclosing request can not be repeated., LCM METHOD CALL - com.hyperion.lcm.product.manager.WebProductManager.executePostMethod(Unknown), ROOT CAUSE - org.apache.commons.httpclient.methods.EntityEnclosingMethod.writeRequestBody(483)]
2009-07-15 20:16:01,637 ERROR - error /Global Artifacts/Smart
And though all the task lists are imported properly, i can't see their access rights. Whereas i can see the access rights in data form folders only. But the data form that i created still contains nothing.
Thanks.
Edited by: Mars Rover on Jul 16, 2009 12:57 AM

Where to place the oracle 10g forms and reports folder in Linux server

Hi....
Currently iam migrating a module to oracle 10g.
All my modules which consists of form folders and report folders are inside a
folder called PROJECT and placed in C:\ in windows server.
So when i want to call a form or report i have used path as 'C:\PROJECT\module_name\form_name.fmx';
Now my client wants his project to be used in LINUX based server.
Now i want to know where i have to place my Project's form folder and reports folder
and how i have to call them...
thanx in advance

Can you say how can i call reports as u said hardcoding the path while calling report is not a good practice.I agree with Dhiraj Madan, hardcoding paths is a very bad idea, your application becomes non-portable.
For FORMS_PATH you can use default.env, as already said (or <your envfile>.env, if any).
The same can be done for REPORTS_PATH, by using reports.sh script, in $ORACLE_HOME/bin.

Lumia 635 - Can't create FOLDERS from tiles on Sta...

I am unable to combine tiles to form folders of similar topics on my Start page. I followed the example shown in the little video posted in the user's manual, but it simply doesn't work as shown.
Solved!
Go to Solution.

Looks pretty official to me. The trail STARTS at http://www.nokia.com/us-en/support/product/lumia635/
then proceeds to http://www.windowsphone.com/en-us/how-to/wp8
and ends up describing How To us FOLDERS at
http://www.windowsphone.com/en-us/how-to/wp8/settings-and-personalization/everything-goes-back-to-st...
THAT's where you'll see the animated How To video guide represented in the attachment below.
I really don't make this **bleep** up.
Attachments:
FOLDER Guide.jpg ‏165 KB

Implementing forlder option in oracle custom form 10g

Hi all,
I want to implement folder option in my custom form.
i have gone through different blog but i am little bit confused.
please any one help me in providing step in easy language.
thanks.....

Forms "Folders" is a feature of the Oracle Enterprise Business Suite (EBS) not a feature of Oracle Forms. Please post your question in the General EBS Discussion forum. If you have a general Forms question, by all means, ask it here! ;-)
Craig...

User permission to selected forms

I am ready to deploy I want to send an invite to a user but only what him/her to access certain forms/folders without accessing the other folders

Hi，
I agree with Sudip Misra, you need to break permissions inheritance,
and then grant permission to those folder/form which you want to share and choose sending email.
Here is an article about editing permissions for a list, library, or individual item, you can take a look at:
https://support.office.com/en-gb/article/Finetune-permissions-for-content-5b900de3-9123-41c9-aa04-919ae6606d40
Best Regards,
Lisa Chen
Lisa Chen
TechNet Community Support

How to refresh/apply column value default setting on current files or folders

Hi All
I have set-up default column data per folder in my library (via
Library Settings > Column default settings) and it works great for new documents or folders that are added to the library.
But what do I do if I have an existing Library with folders and files and need to apply default column data to each? Is there a way of "refreshing" the default columns so that the data is populated through a specific folder and/or its sub-folders?
(I really hope this is an easy fix or just a setting that I over-looked somewhere!)
Thank you!

I had to do this as well recently, and remembered your post.
Here is the function I wrote , this worked for text, choice, and metadata columns
It is pretty slow and could be optimized and broken up into more functions, but I had to do several things:
1. I mass-updated the content types in a library
2. On Library settings : set default values and also different defaults per folder
3. For each file I then needed to:
3.a. either copy the value from a column in the old content type to the new, or
3.b. set the column to the default
so this function does step 3, like I said it works for certain types of columns and can be sped up (I used it to update 700 files in a couple minutes), and it makes some assumptions about the environment but this at least is a starting point.
As Alex said you may want to change SystemUpdate($true) to just Update(), depending on your requirements.
<#
.SYNOPSIS
Resets columns in a document library to defaults for blank columns. Use this
after changing the content types or adding columns to a doc lib with existing files
.DESCRIPTION
Resets columns in a doc lib to their defaults. Will only set them if the columns are blank (unless overridden)
Will also copy some values from one column to another while you are there.
Can restrict the update to a subset of columns, or have it look for all columns with defaults.
Will use the list defaults as well as folder defaults.
All names of columns passed in should use InternalName.
This has ONLY been tested on Text, Choice, Metadata, and mult-Choice and Mult-Metadata columns
Pass in a list and it will recursively travel down the list to update all items with the defaults for the items in that folder.
If you call it on a folder, it will travel up the tree of folders to find the proper defaults
Author:
Chris Buchholz
[email protected]
@plutosdad
.PARAMETER list
The document library to update. Using this parameter it will update all files in the doc lib
.PARAMETER folder
The folder containing files to update. Function will update all files in this folder and subfolders.
.PARAMETER ParentFolderDefaults
Hashtable of internal field names as KEY, and value VALUE, summing up all the parent folders or list defaults.
If not supplied, then the function will travel up the tree of folders to the parent doclib to determine
the correct defaults to apply.
If the field is managed metadata, then the value is a string
Currently only tested for string and metadata values, not lookup or date
.PARAMETER termstore
The termstore to use if you are going to update managed metadata columns, this assumes we are only using the one termstore for all columns to update
If you are using the site collection specific termstore for some columns you want to update, and
the central termstore for others, then you should call this method twice, once with each termstore,
and specify the respective columns in fieldsToUpdate
.PARAMETER fieldsToCopy
Hashtable of internal field names, where KEY is the "to" field, and VALUE is the "from" field
Use this to copy values from one field to another for the item.
These override the defaults, and also cause the "from" (Value) fields to NOT be overwritten with defaults even if
they are in the fieldsToUpdate array.
Example: @{"MyNewColumn" = "My_x0020_Old_x0020_Column"}
.PARAMETER fieldsToUpdate
If supplied then the method will update only the fields in this array to their default values, if null then it will update
all fields that have defaults.
If you pass in an empty array, then this method will only copy fields in the fieldtocopy and not
apply any defaults
Example: @() - to only copy and not set any fields to default
Example2: @('UpdateField1','UpdateField2') will
.EXAMPLE
Set-SPListItemValuesToDefaults -list $list -fieldsToCopy @{"MyNewColumn" = "My_x0020_Old_x0020_Column"} -fieldsToUpdate @() -overwrite -termStore $termStore
This will not set any defaults, but instead only set MyNewColumn to non null values of My_x0020_Old_x0020_Column
It will overwrite any values of MyNewColumn
.EXAMPLE
Set-SPListItemValuesToDefaults -list $list -overwrite
This will set all columns to their default values even if they are filled in already
.EXAMPLE
Set-SPListItemValuesToDefaults -folder $list.RootFolder.SubFolder[3].SubFolder[5]
This will set all columns to their defaults in the given subfolder of a library
.EXAMPLE
Set-SPListItemValuesToDefaults -list $list -fieldsToUpdate @('ColumnOneInternalName','ColumnTwoInternalName')
This will set columns ColumnOneInternalName and ColumnTwoInternalName to their defaults for all items where they are currently null
.EXAMPLE
Set-SPListItemValuesToDefaults -list $list -fieldsToCopy @{"MyNewColumn" = "My_x0020_Old_x0020_Column"} -fieldsToUpdate @("MyNewColumn") -termStore $termStore
This will set all MyNewColumn values to their default, and then also copy the values of My_x0020_Old_x0020_Column to MyNewColumn where the old column is not null,
but both of these will only happen for items where MyNewColumn is null
.EXAMPLE
Set-SPListItemValuesToDefaults -list $list -fieldsToCopy @{"MyNewColumn" = "My_x0020_Old_x0020_Column"} -termStore $termStore
This will set ALL columns with defaults to the default value (if the item's value is null),
except for My_x0020_Old_x0020_Column which will not be modified even if it has a default value, and will also set MyNewColumn to the
value of My_x0020_Old_x0020_Column if the old value is not null
#>
function Set-SPListItemValuesToDefaults {
[CmdletBinding(SupportsShouldProcess=$true)]
param(
[Parameter(Mandatory=$true,ValueFromPipeline=$true,ParameterSetName="List")][Microsoft.SharePoint.SPList]$list,
[Parameter(Mandatory=$true,ValueFromPipeline=$true,ParameterSetName="Folder")][Microsoft.SharePoint.SPFolder]$folder,
[Parameter(Mandatory=$false,ParameterSetName="Folder")][HashTable]$ParentFolderDefaults,
[Parameter(Mandatory=$false)][HashTable]$fieldsToCopy,
[Parameter(Mandatory=$false)][Array]$fieldsToUpdate,
[Parameter(Mandatory=$false)][Microsoft.SharePoint.Taxonomy.TermStore]$termStore,
[Switch]$overwrite,
[Switch]$overwriteFromFields
begin {
#one or both can be null, but if both empty, then nothing to do
if ($null -ne $fieldsToUpdate -and $fieldsToUpdate.Count -eq 0 -and
( $null -eq $fieldsToCopy -or $fieldsToCopy.Count -eq 0)) {
Write-Warning "No fields to update OR copy"
return
if ($PSCmdlet.ParameterSetName -eq "Folder") {
$list = $folder.DocumentLibrary
if ($null -eq $termStore ) {
$taxonomySession = Get-SPTaxonomySession -site $list.ParentWeb.Site
$termStores = $taxonomySession.TermStores
$termStore = $termStores[0]
#if we did not pass in the parent folder defaults then we must go backward up tree
if ($PSCmdlet.ParameterSetName -eq "Folder" -and $null -eq $ParentFolderDefaults ) {
$ParentFolderDefaults = @{}
if ($null -eq $fieldsToUpdate -or $fieldsToUpdate.Count -gt 0) {
write-Debug "ParentFolderDefaults is null"
$tempfolder=$folder.ParentFolder
while ($tempfolder.ParentListId -ne [Guid]::Empty) {
Write-Debug "at folder $($tempfolder.Url)"
$pairs = $columnDefaults.GetDefaultMetadata($tempfolder)
foreach ($pair in $pairs) {
if (!$ParentFolderDefaults.ContainsKey($pair.First)) {
Write-Debug "Folder $($tempfolder.Name) default: $($pair.First) = $($pair.Second)"
$ParentFolderDefaults.Add($pair.First,$pair.Second)
$tempfolder = $tempfolder.ParentFolder
#listdefaults
Write-Debug "at list"
foreach ($field in $folder.DocumentLibrary.Fields) {
if ($field.InternalName -eq "_ModerationStatus") { continue }
#$field = $list.Fields[$name]
if (![String]::IsNullOrEmpty($field.DefaultValue)) {
#Write-Verbose "List default found key $($field.InternalName)"
if (!$ParentFolderDefaults.ContainsKey($field.InternalName)) {
Write-Debug "List Default $($field.InternalName) = $($field.DefaultValue)"
$ParentFolderDefaults.Add($field.InternalName,$field.DefaultValue)
process {
Write-Debug "Calling with $($PSCmdlet.ParameterSetName)"
Write-Debug "Parent folder hash has $($ParentFolderDefaults.Count) items"
if ($PSCmdlet.ParameterSetName -eq "List" ) {
$folder = $list.RootFolder
$ParentFolderDefaults=@{}
if ($null -eq $fieldsToUpdate -or $fieldsToUpdate.Count -gt 0) {
foreach ($field in $list.Fields) {
if ($field.InternalName -eq "_ModerationStatus") { continue }
if (![String]::IsNullOrEmpty($field.DefaultValue)) {
Write-Debug "List Default $($field.InternalName) = $($field.DefaultValue)"
$ParentFolderDefaults.Add($field.InternalName,$field.DefaultValue)
Write-Verbose "At folder $($folder.Url)"
$FolderDefaults=@{}
$FolderDefaults += $ParentFolderDefaults
if ($null -eq $fieldsToUpdate -or $fieldsToUpdate.Count -gt 0) {
$pairs = $columnDefaults.GetDefaultMetadata($folder)
foreach ($pair in $pairs) {
if ($FolderDefaults.ContainsKey($pair.First)) {
$FolderDefaults.Remove($pair.First)
Write-Debug "Folder $($folder.Name) default: $($pair.First) = $($pair.Second)"
$FolderDefaults.Add($pair.First,$pair.Second)
#set values
foreach ($file in $folder.Files) {
if ($file.CheckOutType -ne [Microsoft.SharePoint.SPFile+SPCheckOutType]::None) {
Write-Warning "File $($file.Url).CheckOutType = $($file.CheckOutType)) ... skipping"
continue
$item = $file.Item
$ItemDefaults=@{}
$ItemDefaults+= $FolderDefaults
#if we only want certain fields then remove the others
#Move this to every time we add values to the defaults
if ($null -ne $fieldsToUpdate ) {
$ItemDefaults2=@{}
foreach ($fieldInternalName in $fieldsToUpdate) {
try {
$ItemDefaults2.Add($fieldInternalName,$ItemDefaults[$fieldInternalName])
} catch { } #who cares if not in list
$ItemDefaults = $ItemDefaults2
#do not overwrite already filled in values unless specified
if (!$overwrite) {
$keys = $itemDefaults.Keys
for ($i=$keys.Count - 1; $i -ge 0; $i-- ) {
$key=$keys[$i]
try {
$val =$item[$item.Fields.GetFieldByInternalName($key)]
if ($val -ne $null) {
$ItemDefaults.Remove($key)
} catch {} #if fieldname does not exist then ignore, we should check for this earlier
#do not overwrite FROM fields in copy list unless specified
if (!$overwriteFromFields) {
if ($null -ne $fieldToCopy -and $fieldsToCopy.Count -gt 0) {
foreach ($value in $fieldsToCopy.Values) {
try {
$ItemDefaults.Remove($value)
} catch {} #who cares if not in list
#do not overwrite TO fields in copy list if we're going to copy instead
if (!$overwriteFromFields) {
if ($null -ne $fieldToCopy -and $fieldsToCopy.Count -gt 0) {
foreach ($key in $fieldsToCopy.Keys) {
$fromfield = $item.Fields.GetFieldByInternalName($fieldsToCopy[$key])
try {
if ($null -ne $item[$fromfield]) {
$ItemDefaults.Remove($key)
} catch {} #who cares if not in list
Write-Verbose $item.Url
$namestr = [String]::Empty
if ($ItemDefaults.Count -eq 0) {
write-Verbose "No defaults, copy only"
} else {
$str = $ItemDefaults | Out-String
$namestr += $str
Write-Verbose $str
if ($null -ne $fieldsToCopy -and $fieldsToCopy.Count -gt 0) {
$str = $fieldsToCopy | Out-String
$namestr +=$str
if ($PSCmdlet.ShouldProcess($item.Url,"Set Values: $namestr"))
#defaults
if ($null -ne $ItemDefaults -and $ItemDefaults.Count -gt 0) {
foreach ($key in $ItemDefaults.Keys) {
$tofield = $item.Fields.GetFieldByInternalName($key)
if ($tofield.TypeAsString -like "TaxonomyFieldType*") {
$taxfield =[Microsoft.SharePoint.Taxonomy.TaxonomyField]$tofield
$taxfieldValue = New-Object Microsoft.SharePoint.Taxonomy.TaxonomyFieldValue($tofield)
$lookupval=$ItemDefaults[$key]
$termval=$lookupval.Substring( $lookupval.IndexOf('#')+1)
$taxfieldValue.PopulateFromLabelGuidPair($termval)
if ($tofield.TypeAsString -eq "TaxonomyFieldType") {
$taxfield.SetFieldValue($item,$taxfieldValue)
} else {
#multi
$taxfieldValues = New-Object Microsoft.SharePoint.Taxonomy.TaxonomyFieldValueCollection $tofield
$taxfieldValues.Add($taxfieldValue)
$taxfield.SetFieldValue($item,$taxfieldValues)
} else {
$item[$field]=$ItemDefaults[$key]
#copyfields
if ($null -ne $fieldsToCopy -and $fieldsToCopy.Count -gt 0) {
#$fieldsToCopy | Out-String | Write-Verbose
foreach ($key in $fieldsToCopy.Keys) {
$tofield = $item.Fields.GetFieldByInternalName($key)
$fromfield = $item.Fields.GetFieldByInternalName($fieldsToCopy[$key])
if ($null -eq $item[$fromfield] -or ( !$overwrite -and $null -ne $item[$tofield] )) {
continue
if ($tofield.TypeAsString -eq "TaxonomyFieldType" -and
$fromfield.TypeAsString -notlike "TaxonomyFieldType*" ) {
#non taxonomy to taxonomy
$taxfield =[Microsoft.SharePoint.Taxonomy.TaxonomyField]$tofield
$termSet = $termStore.GetTermSet($taxfield.TermSetId)
[String]$fromval = $item[$fromfield]
$vals = $fromval -split ';#' | where {![String]::IsNullOrEmpty($_)}
if ($null -ne $vals -and $vals.Count -ge 0 ) {
$val = $vals[0]
if ($vals.Count -gt 1) {
write-Warning "$($item.Url) Found more than one value in $($fromfield.InternalName)"
continue
$terms =$termSet.GetTerms($val,$true)
if ($null -ne $terms -and $terms.Count -gt 0) {
$term = $terms[0]
$taxfield.SetFieldValue($item,$term)
Write-Verbose "$($tofield.InternalName) = $($term.Name)"
} else {
Write-Warning "Could not determine term for $($fromfield.InternalName) for $($item.Url)"
continue
} elseif ($tofield.TypeAsString -eq "TaxonomyFieldTypeMulti" -and
$fromfield.TypeAsString -notlike "TaxonomyFieldType*" ) {
Write-Debug "we are here: $($item.Name): $($fromfield.TypeAsString) to $($tofield.TypeAsString )"
#non taxonomy to taxonomy
$taxfield =[Microsoft.SharePoint.Taxonomy.TaxonomyField]$tofield
$termSet = $termStore.GetTermSet($taxfield.TermSetId)
$taxfieldValues = New-Object Microsoft.SharePoint.Taxonomy.TaxonomyFieldValueCollection $tofield
[String]$fromval = $item[$fromfield]
$vals = $fromval -split ';#' | where {![String]::IsNullOrEmpty($_)}
foreach ($val in $vals){
$terms =$termSet.GetTerms($val,$true)
if ($null -ne $terms -and $terms.Count -gt 0) {
$term=$terms[0]
$taxfieldValue = New-Object Microsoft.SharePoint.Taxonomy.TaxonomyFieldValue($tofield)
$taxfieldValue.TermGuid = $term.Id.ToString()
$taxfieldValue.Label = $term.Name
$taxfieldValues.Add($taxfieldValue)
} else {
Write-Warning "Could not determine term for $($fromfield.InternalName) for $($item.Url)"
continue
#,[Microsoft.SharePoint.Taxonomy.StringMatchOption]::ExactMatch,
$taxfield.SetFieldValue($item,$taxfieldValues)
$valsAsString = $taxfieldValues | Out-String
Write-Debug "$($tofield.InternalName) = $valsAsString"
} elseif ($tofield.TypeAsString -eq "TaxonomyFieldTypeMulti" -and
$fromfield.TypeAsString -eq "TaxonomyFieldType" ) {
#single taxonomy to multi
$taxfieldValues = New-Object Microsoft.SharePoint.Taxonomy.TaxonomyFieldValueCollection $tofield
$taxfield =[Microsoft.SharePoint.Taxonomy.TaxonomyField]$tofield
$taxfieldValues.Add($item[$fromfield])
$taxfield.SetFieldValue($item,$taxFieldValues)
Write-Verbose "$($tofield.InternalName) = $valsAsString"
} elseif ($tofield.TypeAsString -eq "TaxonomyFieldType" -and
$fromfield.TypeAsString -eq "TaxonomyFieldTypeMulti" ) {
#multi taxonomy to single taxonomy
Write-Warning "multi to non multi - what to do here"
continue
} elseif ($tofield.TypeAsString -eq "Lookup" -and
$fromfield.TypeAsString -ne "Lookup" ) {
#non lookup to lookup
Write-Warning "non lookup to lookup - still todo"
continue
} else {
#straight copy
$item[$tofield] = $item[$fromfield]
$item.SystemUpdate($false)
$folders = $folder.SubFolders | where name -ne "Forms"
$folders | Set-SPListItemValuesToDefaults -ParentFolderDefaults $FolderDefaults -fieldsToCopy $fieldsToCopy -fieldsToUpdate $fieldsToUpdate -overwrite:$overwrite -overwriteFromFields:$overwriteFromFields -termStore $termStore

In Planning, 'forms administration page' does not load properly

Problem is not with Hyperion security credentials but with internet explorer or windows server.
My colleague with the same security credentials can administer the different forms while I can't.
I'm a new user so it might be due to some default values somewhere.
Hyperion Planning 9.3.1
Windows server 2003
IE7
Edited by: 875733 on Jul 28, 2011 4:45 AM

Thank you RahulS, I did follow IE 7 recommendation for Hyperion products, but didn't solve the problem.
And on the page where the form list should load, it occurs an error:
Line: 796
Char: 2
Error: Object Required
Code: 0
URL: http://website/FormManagement.jsp?Application=AppName&Folder=545998
The line number and folder number are different when I click different form folders. I am pretty sure it is not jsp file that has problem, because other people don't meet that error.
Anyone has any idea? thanks in advance.

Renaming Data Forms

How big of a deal is it to rename Data Forms?
Is it just that we rename the forms and we are done with it or is there any other thing with essbase or shared services that we need to keep in mind before or after doing this?
We might want to rename our data forms.
Please let me know.

Renaming a data form is not a big deal at all. The data form is tied to an object id (actually ALL objects in Planning are tied to their very own unique object id) and it's the object id that matters, not the name as the name is just what's displayed to human beings.
All security, form definitions, etc., etc., etc. are set against that form's object id.. You are just changing the OBJECT_NAME field value associated with the form's OBJECT_ID in the HSP_OBJECT table.
Regards,
Cameron Lackpour
Edited by: CL on Nov 3, 2011 1:22 PM
Oooh, one thing -- if you have parentheses in your form names -- get rid of them. There's a known issue with LCM and form names with parens in them. What is maddening is that you can export them but not import them into the target. I once spent an afternoon manually modifying xml files (contents because I had composite forms) and a manifest file and the actual file names to get rid of those parens. Soooo frustrating.

Task list Migration

Data forms are no longer available in Task Lists when I migrate from Test Server to Prod Server or vice vrsa. Data form folders are same in both the server.
When i click on the attached form task the messege appears The Folder is Empty.
When I edit the task list it require folder path and form for reattachment.
Is there any way to migrate Task lists without disturbing the forms attachment.

You can either use LCM or TaskListDefUtil, more info - http://download.oracle.com/docs/cd/E17236_01/epm.1112/hp_admin/ch09s07s12.html
Cheers
John
http://john-goodwin.blogspot.com/

LCM reordering forms folders

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