Epm maestro installation


















Added wait task. Allows waiting for a specified time period or until a specified file exists. Added option to change the file comparer software. This can be controlled using the 'global settings manager'. Added ability to specify member of the 'value dimension' in the unlock task. Added 'global settings manager' program to set configuration options for all users of EPM Maestro on a machine. Added option for 'replace by security' to load data task.

Added option for disabling datestamping folders and files when extracting metadata. Added option to disable Unicode when processing data files. Changed display of load data task when building task flows. This now displays filenames where three files or fewer are to be loaded. Fixed web documents task not executing if after a load metadata task in a task flow. Fixed '. Fixed loss of security class information when extracting custom web documents.

Fixed intercompany reports not loading when using the load web documents task. Fixed missed promotions in org by period application where the top parent contains lower case characters. Fixed phases above 'phase 1' not promoting when running promotions in scheduled tasks. Fixed resizing of log window. Fixed 'in progress' log files not being renamed if a previous log file had the same filename. Added Web Symphony native users to manage access rights to 'manage configuration' tool.

Changed default impersonation setting to false. Added option to control filtering mode in drop down boxes i. Added timer test page timer. Fixed message font size detected incorrectly for standard messages.

Fixed incorrect URL in document link for activity viewer tool. Fixed error if a large number of custom dimensions is present in the application. Fixed ICP top member not exported in hierarchy to Excel tool. Fixed dangerous request.

Fixed dimension helper slowness on launch. Fixed journal generator tool error when converting very short journals to data. Fixed minor browser display issues. Added display of dimension aliases to 'hierarchy to Excel' output. Added additional colours and bold text options to 'message banner' tool. Fixed display of timezone in message banner sometimes not displaying correctly. Added full compatibility with Internet Explorer Added 'children before parents' option to 'hierarchy to Excel' tool.

Added support for multiple Web Symphony sessions in a single browser session. Added ability to stop 'translator' and 'auto promote reject' tasks through the 'activity viewer'. Fixed message banner preview too small if compatibility mode is enabled in Internet Explorer 9. Fixed slow performance using some drop-down boxes with a large dimension. Fixed 'extract value' task not using user's HFM unicode preference. Added option to set a default for the period and year that updates automatically in the manage configuration tool.

Added compatibility with HFM Added tool to generate HFM document links to the manage configuration tool. Added display of application name in 'hierarchy to excel', 'process tracker' tools. Fixed timestamp on message banner not static.

Fixed errors from download links where the user names contains spaces. Fixed error message in member selector when a search returns no results. Fixed process tracker not generating report if entity member list selected with a blank entity. Fixed rejection sometimes not working for limited users in application using phased submissions.

Fixed cluster drop down not refreshing the list of applications. Fixed error page not displayed where the error message contains XML tags. Added batch processing i. For the location of the extract, please see the log. Added copy mode setting i. Added setting for default entity list selection e. Added facility for web repository tool to use a network share UNC as a repository root. Please use the evaluate link to ask questions or request a demonstration.

The best way to learn about EPM Maestro is to request a no-obligation evaluation of the product and use it on a HFM application in your test environment. The product is highly intuitive and can be used with minimal training. Additional information is provided below. Simple Task Construction Tasks can be easily built to span multiple years, periods and scenarios, even where the scenarios have different frequencies.

Automation Tasks can be easily automated using the Windows Task Scheduler or another scheduler to run unattended. Process Management When new entities are added to HFM via system maintenance, these entities will be at the 'not started' level. The process management functionality fully supports process management by phase.

Log Analysis HFM logs a lot of useful information in task audit logs. For more information, please see our overview or products pages. A training video is also available. These utilities integrate seamlessly into the web interface of Oracle Hyperion Financial Management and can be included in task lists from version 4. For more information and demonstration videos, please see our overview or products pages.

JC Added 'intercompany matching reports' task under 'system reports' to generate built-in HFM intercompany matching reports. JC Added option to leave journals unposted to the 'copy journals' task, so that posted journals in the source will be unposted working in the destination. This allows non-EPM Maestro scheduled tasks placed in this subfolder to be triggered on the remote machine. C Fixed 'execute scheduled task' task not displaying scheduled tasks in the EPM Maestro subfolder on a remote machine.

C Fixed entities not matched in 'identify redundant members' task. J Fixed duplicate promotions when publishing entities at submitted level. This allows multiple tasks to be moved, deleted, annotated etc. C Added comment task to add freeform text as a separate step in a task flow. C Added color-picker to annotations dialog, to change background color of a task.

C Added display of entity member list to task list. C Added additional 'process files' tasks: create, copy, move, rename, delete. C Added settings to Global Settings Manager to control access to 'process files' tasks.

C Added 'drives' tab to options menu for more reliable conversion of filename to UNC format. C Added dynamic tokens for start time of task flow in addition to current time , to provide a static timestamp that can be accessed across tasks. C Added '[Children]' member list.

JW Added 'mapping' tab to Journal Generator to change members when converting between journals and data. JW Added 'extract data' button to Journal Generator to extract a journal as a data file. W Added additional entity member list box to auto promote reject to allow base members only to be promoted. C Changed menu of Global Settings Manager.

W Changed help files to docx format. CW Changed display order of error messages. C Fixed automation module always displayed in black theme. J Added setting to change the number of logon retries and delay when an unexpected logon failure occurs.

C Fixed delete scheduled task button giving 'the system cannot find the file specified' error. C Security fixes for automation module. J Fixed special characters in metadata giving an error when launching the member selector. W Fixed calculated members not shaded green if all dimensions selected in Hierarchy To Excel. J Changed extract value task to automatically extract exchange rate data if [Base] is selected for Custom 1 and Custom 2. C Fixed 'the directory is not empty' errors occurring after extracting data where the storage folder is located on some network drives.

C Fixed overwriting of files when extracting data to a folder when using a file convention that does not uniquely name the files.

W Fixed effective rights in Security Matrix Tools not evaluated correctly for role access. CW Fixed notification of availability of new versions. W Fixed 'value cannot be null' error message when entering license key.

J Added additional detail when displaying some types of error messages. J Added logon retries for failed authentication under more circumstances. C Changed clear data task to default to using [Base] for entities. W Added additional error trapping to Newsboard to prevent some initialisation errors.

Edit an existing variable to add this header. C Added additional error reporting for errors that occur during initialization of scheduled task flows.

C Fixed invalid variables preventing scheduled task flows from running. W Fixed errors occurring when connecting to a service that is not first on the list of registered services. JC Added option to extract cell-text to 'extract value' task. W Added autofilters to 'security matrix' output. C Added display of logged-on HFM user name. This can be disabled using 'options' if required.



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