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.

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Business process manager using Apex

Has anyone implemented a declarative, generic business process/workflow engine similar to Oracle's BPEL Process Manager using Apex? There are some threads on this forum talking about BPEL's predecessor Oracle Workflow, an open source engine called PL/Flow and the like but they are more than 4 years old. I also see some survey/questionnaire type applications but they don't have process flow, routing, approvals, notifications and all that stuff. Other vendors have similar end-to-end solutions.
Comments? Thanks

Hi there,
I've been trying to find more information about the same subject but it does not seems to be a very popular issue, I'm shocked!
I've learned that 10g came with a workflow server buy it's not longer offered in 11g. The reason of course is to sell oracle BPMN/BPEL; unfortunately these tools are way out of my budget, they are good tools but extremely costly.
Therefore, i've done some research about open source alternative that i could merge with apex applications to include routing, approvals via email, notifications, etc. And luckly there are a lot, too many to list, take a look at the link below
http://java-source.net/open-source/workflow-engines
Let me know if you find osme other alternatives,
Thanks,

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

Business Process Management use cases within an SAP Environment

Check out the [BPM use case wiki |http://wiki.sdn.sap.com/wiki/display/BPX/BusinessProcessManagementUseCases]to learn how many SAP customers are profoundly transforming their companies by leveraging the discipline of Business Process Management to optimize, monitor, and measure their business operations. Join us as we survey over 20 industry and cross-industry use cases where BPM methodologies and tools were applied to help align business goals with IT implementation to rapidly achieve measurable business improvements. See how other companies got started with BPM and get ideas of how you can begin delivering business value rapidly with a BPM approach in your own company.
Become part of this effort by providing your feedback in this forum or adding your insight and help grow the knowledge base by becoming a contributor the BPM use case wiki by sending a request to the wiki owners.

Hi,
Thanks a Ton for the info. Just to let you know that the link has been changed...
Here is the new link...
http://wiki.sdn.sap.com/wiki/display/BPMUC/BusinessProcessManagementUseCases
Regards,
SrinivaS

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

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

Monitoring 11.1 Identity Management using the Grid Control

Apparently is not possible, according to the doco. Is this a typo or does anyone have any more info, what happened to 'pluggable ? '

Apparently is not possible, according to the doco. Is this a typo or does anyone have any more info, what happened to 'pluggable ? '

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

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

Installing Oracle Business Process Manager

Hi All,
I downloaded the windows version of the oracle web-services manager from the site http://www.oracle.com/technology/software/tech/webservices/index.html
When I run the setup,windows appear with the heading
Welcome to the Oracle Web Services Manager .NET Agent 4.0.2 Installer
So,I like to ask is this the right package?Infact,I could not find any reasonable installation guide for oracle web services manager.So any pointers would be appreciated.
The other thing I am wondering if someone knows about the documentation on how to integrate oracle business process manager and web-services manager.
Actually I like to use certificated based WS-Security so for this reason I need to know how it can be integrated into oracle business process manager using web-services manager.Thanks for any help.
Kashif

Wat are you actually want to do?
Wich Oracle product do you want tp install? Oracle BPEL, Oracle WebService Manager, ...
Links to docs:
general http://docs.oracle.com
bpel downloads: http://www.oracle.com/technology/software/products/ias/bpel/index.html
bpel homepage: http://www.oracle.com/solutions/integration/feature_bpel.html
bpel docs: http://www.oracle.com/technology/products/ias/bpel/htdocs/101202_support.html

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

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

Using FDM to transfer data from one HFM app to another

We are facing a project in which we need to load data from one HFM app to another. There're some mapping going so it was advised that FDM be used.
However, the HFM extract files contain all data on the rows. While for the FDM multiload, the data from different periods need to be layed out on the columns. Also, we have multiple scenarios/years of data to handle. What would be the best approach? Has anyone had similar experience to load data from one HFM app to another using FDM? Thanks!

It appears that this is some kind of migration project due to the scope of the data contained in the single file? If so whatever you do is like ly to be trow away once the migration of data is completed.
You have a couple of options:
1) Get the data extracted from HFM in multiple files instead of one bulk file, broken down by scanario,year & period
2) Take the single data dump file produced by FDM and manipulate it yourself to get the data in a more usuable format for processing through FDM.
Option 2 could be achieved via any ETL tool or a custom file parsing script. What may be more attractive to you and allow you to fully leverage your investment in FDM is that you could use the PULL adapter that ships as part of the FDM adapter suite to perform this transformation exercise. The PULL adapter takes a flat file input and allows you to use all the in built functionality of FDM to transform it and output a modified flat file (or series of flat files). You could use it to produce multioload files or a series of files broken down by scenario,year,period.
Whatever you do I would suggest that break the single data file down into smaller chunks as this will help with the iterative debugging process you will inevitably have to undetake whislt migrating the data to the new application.

Which version of BPEL Process Manager should I use for Windows 7

As the one which I downloaded doesn't work.
[http://www.oracle.com/technology/software/products/ias/bpel/index.html |Windows |Download      soa_windows_x86_bpel_101310.zip (356,697,295 bytes) ]
I have installed SOA Suite,
SOA Suite (11.1.1.2.0)
More Info
Generic : 1.7 GB
DownloadDisk1
Works on all platforms
AIX5L: 1.7 MB
DownloadDisk1
Included:
* BPEL Process Manager
* Human Workflow
* Business Rules
* Business Activity Monitoring
* Mediator
* B2B
* Web Services Manager
* User Messaging Service
* Enterprise Manager Fusion Middleware Control
     Required Additional Software:
* WebLogic Server
* Repository Creation Utility
* Oracle Database
* JDeveloper
* Patch Scripts
Optional Software:
* B2B Document Editor
* Identity Management
* Access Manager
* Service Registry
* SSO Metadata Repository Creation Assistant
* Web Tier Utilities
     SOA Suite (11.1.1.3.0)
Business Process Management (11.1.1.3.0)
More Info
Generic : 1.9 GB
DownloadDisk1
Works on all platforms
Error of log is as follows,
Checking installer requirements...
Checking operating system version: must be 5.0, 5.1 or 5.2. Actual 6.1
Failed <<<<
I fear that I may need to remove Windows 7!!:(
Any pointers?
Thank you for your help.
Edited by: user9284468 on 28-May-2010 06:45

Thanks man, I was wondering that I can't install and run BPEL Process manager on windows 7 but now i have started hoping!:)
I am getting this error right at first stage, that when you click on setup.exe I get the message which I pasted in my original message.
I am using bpel process manager for windows 10.1.3.1.0 and SOA Suite 11g(baseline 11.1.2.0) + patch set 11.1.3.0
Please let me know how i can proceed with installation.
Thank you.

Promote HFM Process Management using FDM Financial Controls

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