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.

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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 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

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.

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

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/

Calc Manager - RULE SET

In order to bundle up some Business rule so I want to use RULE SET in calc manager.
When I go in Calc Manager, I can see Consolidation, Planning, and Essbase. But, I can not go beyond Planning or Essbase. I have 2 options Export and Refresh, I tried those but nothing changes really... Please Help...

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

LCM: Foundation Calc Manager vs Planning Rules Files

I need to LCM rules files and see the rules in 2 different places, Foundation -> Calc Manager and Planning -> Rules Files. Which one is the correct file from which to LCM, and what is the difference between them?
Also, files that were brought in via LCM show under Planning -> Rules Files but NOT under Foundation -> Calc Manager. Why would this be?
Thanks!
FA

For this you need to understand the underlying design. Unlike HBR, which acted as the Rules repository, in Calc Manager, rules need to be deployed to Planning from Calc Manager. Once the rule is deployed to Planning, it (Planning) maintains the copy of the rule in it's repository. You can continue to make changes to your rules in calc manager and it will not have any effect on the rule in Planning.
So during LCM, you will the rules in 2 places, one in Calc Manager (the version can be different from what is in Planning) and also in Planning.
So you can import the Planning rules via LCM and it will run without calc manager coming in to picture. But if you want to edit these rules and deploy it back to Planning, you would need to import the rule via lcm in to Calc Manager and redeploy to Planning.
-Sree Menon

How can I delete Calc Manager Rules once they are deployed?

Hello all,
I have a planning application (11.1.2.1) and I'm using the Calculation Manager. So, after I deploy a rule I'm able to delete it from calculation manager but the rule continues in my planning application. I'm using the classic application.
What should i do to delete this role from my planning application?
Warm regards,
Rafael Melo

Hi,
Have you tried deploying all rules once again after deleting the rule?
In calc manager, right click on the applcation/database and select deploy (or deploy all) option.
Cheers,
Alp

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

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

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

Business Rules and Calc Manager

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

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

Business Rules Validation when validating from Calc Manager

When I try to validate a business rule that has been migrated to calc manager, it throws an error:
Error compiling formula .... Operator expected after ... brname.
What could be the reason it is throwing such error.
Thanks

The thread points to having a file "CDF_STRING.JAR" in <MIDDLEWARE_HOME>/EPMSystem11R1/products/Essbase/EssbaseServer/java/udf folder.
However, I do not have this file in this location. There is a file "CALCMGRCDF.JAR"
Do we need to have the "CDF_STRING.JAR" file as well or just the "CALCMGRCDF.JAR" is good in version 11.1.2.3 calc manager.
Thanks

Business Rules - Calc Manager vs AAS

Hi All,
one more question - 1. On 11.1.2 - Ours is a classic planning application and which one is preferable to maintain business rules between Calc Manager and AAS? Please share your thoughts.
Thanks,
Praveen

Well the future direction is calc manager even if you are not a fan of it, so maybe it is worth investing the time using calc manager as you are using the latest version.
Classic business rules will no doubt fade away over time.
Cheers
John
http://john-goodwin.blogspot.com/

Upgrade Business rules with Calc Manager

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

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

Planning Rule (Calc Manager) Names Disappearing

I have deployed several rules to Planning but after sometime, the rule names no longer show in Planning. I have yet to determine the sequence of events that cause the rule names to disappear but this is the 3rd time it has happened. Is this a known bug/fix or is there a sequence of events to avoid? I am using 11.1.1.3 with an Oracle DB. Your help is GREATLY appreciated.

Yes, this is a known bug and we faced this issue many times and it is not yet resolved. We were asked to apply 11.1.1.3.01 patch, then .02 and .03 patch. We did not see this issue re-occuring for some time and thought that the patch fixed it. Then it showed again yesterday and Oracle suggests that we have to apply .04 patch and this will nail the issue. We are yet to test it.
One of the workaround to get back the rules is
1. In deployment view of Calc Manager, de-select ALL rules from ALL plan types and do a deploy at the application level (very important at application level).
2. Make sure in Planning that all the rules are gone.
3. Then redeploy these rules again.
Utkarsh

Rules security in Calc Manager vs EAS

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