If you have recently upgraded your web browser to IE8 and attempted to use Hyperion Workspace, you’ve likely encountered difficulty in navigating the interface. When a user clicks on the wheel in the upper left hand corner, selects “Applications,” they can’t see the menu as it apearrs to be condensed. 

This issue can be quickly resolved by making a browser modification to the IE security. It is best to run this settings change past your IT department to ensure it will not open holes in your company’s security profile.

To correct this issue, 

1.       Open IE8

2.       select “Tools”->”Internet Options"

3.       Select the “Security” tab and “Custom Level”.

4.       You will have 4 zones where security changes can be performed (Internet, Local Internet, Trusted sites, Restricted sites). The change can be made to each of these 4 zones if necessary, but it’s possible only one zone needs modified. Test the combination that works for your environment and fits your companies IT/security profile.

5.       Select the “Internet” zone and scroll down the menu of options to find “Allow script-initiated windows without size or position constraints”. This will likely be set to “Disable”… select “Enable” and click “OK”. (If prompted, accept the change just made to the zone security).

6.       Select “OK” from the security tab to finalize the modification.

7.       Test the modification to verify the change worked as intended. As noted above, you might need to enable this setting on multiple zones in order for the setting to take effect.

When using Workspace to view reports, some users have seen excessively large numbers that don’t belong. If you are having this issue, it could very well be because the default Essbase query engine in 11.1.1.x is the MDX query engine, which can cause documented bug 9062413. Essentially, this bug will cause users to see the same astronomical number in every cell that sits on an intersection to which the user does not have security access. Understandably, this can cause some concern. This issue is expected to be fixed in a future release, but until then, the query engine will need to be manually changed.

The first option is to fix the issue at a report level. This is a relatively quick process and is a good idea if you only have a handful of reports.  To change the query engine setting for a particular report, follow the steps below:

1. Open the report.
2. For each grid, select the entire grid.
3. Right-click and select Data Query Optimization Settings.
4. Deselect the option “Essbase Queries Use MDX.”
5. Save the report.

Repeat the above process for each report.

For users that have a larger number of reports, a better option may be to change the query engine in the properties file on the server.  The benefit to fixing the issue in the properties file is that changes only need to be made once, and all reports will reflect this change.
The file that needs to be edited is located on the Financial Reporting (app) server, typically on the path D:\<Hyperion Home>\products\biplus\lib where <Hyperion Home> represents the root location of the Hyperion install. The file that needs adjusted is the fr_global.properties file.

Open the properties file and add these lines:

# MDX Query Engine has been set as the default in Essbase 11.1.1.x. This can cause bug 9062413 

# which may cause unauthorized users to see a long series of numbers in each cell when running  

# reports. To solve this issue, the below line was added, which switches the query engine.

EssbaseUseMDX=false

Any line preceded by “#” is commented out. Therefore, these can say whatever you prefer, but should give anyone that views this file a good indication why this text is in the file.

Once the properties file has been updated, the following services must all be stopped in the following order, then started in the same order for the changes to take effect.

1. Hyperion Financial Reporting – Print Server
2. Hyperion Financial Reporting – Report Server
3. Hyperion Financial Reporting – Scheduler Server
4. Hyperion Financial Reporting – Web Application (Note – This service may be on the FR (Web) server, not the FR(App) server like the other three services.)

Note – This modification will apply to everyone using the server on which they are made, so be careful when making changes to a shared server.

There is, what appears to be, a bug in Hyperion Planning that causes business rules that take longer than 5 minutes to re-launch.  The following, published by Oracle, explains the root issue of this problem.  It is not a bug, but a setting in the host web server that causes the request post multiple times.  This explaination from Oracle clearly states that this is ONLY an issue when accessing Hyperion Planning through Hyperion Workspace.  I have seen the same response while accessing Hyperion Planning directly.  Regardless of your entry point, it is a good proctice account for either entry method and should be applied.

This applies to Hyperion Planning, Version: 9.3.1.0.00 to 11.1.1.3.00 and is applicable to all operating systems.

Symptoms

When accessing Planning, Business Rules that normally take more than 5 minutes to complete
run for an unlimited period of time.  By viewing the running Essbase sessions in the EAS console, you can see that the Business Rules "Calculate" sessions are being re-launched every 5 minutes, so that a new instance of the Rule is launched before the first can complete.

This issue only affects Business Rules that normally take more than 5 minutes to complete.

This issue does not affect Business Rules launched directly from Planning (accessing Planning directly on its own URL, bypassing the Workspace).  This issue does not affect Business Rules launched from the EAS console.  This issue only affects systems using Weblogic as a web application server.

Cause

This issue is caused by a default timeout setting of 5 minutes (300 seconds) in the Weblogic HTTP Server Plugin.  This plugin is a set of configuration files in which Weblogic defines how it will interact with the HTTP Server through which Workspace is accessed.  More information on Weblogic Plugins is available here:  http://download.oracle.com/docs/cd/E13222_01/wls/docs92/pdf/plugins.pdf

Solution

Hyperion System 9 and Oracle EPM 11.1.1.x support the use of either Microsoft Internet Information Services (IIS) or Apache as an HTTP server. The steps to increase the timeout depend on which you are using.  The new timeout value should be set to a value larger than the time the longest-running Business Rule takes to execute. The examples below use a setting of 30 minutes (1800 seconds).

Apache HTTP Server

Step 1

Edit %HYPERION_HOME%\common\httpServers\Apache\2.0.52\conf\HYSL-WebLogic.conf

Step 2

Add (or edit, if already present) the following parameters to the two sections for Planning, and also to the two sections for Financial Reporting and Workspace, as the 5 minute timeout issue can cause problems in all three products.Each section begins with an XML tag.

WLIOTimeoutSecs 1800
HungServerRecoverSecs 1800

<LocationMatch /HyperionPlanning>
<LocationMatch /HyperionPlanning/*>

Add the new "WLIOTimeoutSecs 1800" and "HungServerRecoverSecs 1800" properties as new lines within the tags.  If you are using a version of Weblogic prior to 9.x you need to add the second line "HungServerRecoverSecs 1800" in addition to the "WLIOTimeoutSecs 1800" parameter. This second parameter is not necessary for Weblogic 9.x and later (though it will do no harm).

PathTrim /
KeepAliveEnabled ON
KeepAliveSecs 20
WLIOTimeoutSecs 1800
HungServerRecoverSecs 1800

Internet Information Services (IIS)

Step 1

There are several copies of the iisproxy.ini file. Oracle recommends you modify the files for Planning, Financial Reporting and Workspace, as the 5 minute timeout issue can cause problems in all three products.

Paths (note that "hr" below stands for Financial Reporting):

%HYPERION_HOME%\deployments\WebLogic9\VirtualHost\hr
%HYPERION_HOME%\deployments\WebLogic9\VirtualHost\HyperionPlanning
%HYPERION_HOME%\deployments\WebLogic9\VirtualHost\workspace

Step 2

For each copy of iisproxy.ini, add the following lines at the end of each file.  If you are using a version of Weblogic prior to 9.x you need to add the second line "HungServerRecoverSecs=1800" in addition to the "WLIOTimeoutSecs=1800" parameter. This second parameter is not necessary for Weblogic 9.x and later (though it will do no harm).

WLIOTimeoutSecs=1800
HungServerRecoverSecs=1800

Step 3

Restart IIS from the IIS Manager and restart the Workspace web application service

Oracle HTTP Server is used

Step 1

Modify the file mod_wl_ohs.conf file under the directory, $EPM_ORACLE_INSTANCE\httpConfig\ohs\config\OHS\ohs_component with the following content:

<LocationMatch ^/HyperionPlanning/>
SetHandler weblogic-handler
WeblogicCluster PlaningServer:8300
WLIOTimeoutSecs -1
WLSocketTimeoutSecs 600
</LocationMatch>

Step 2

Restart the Oracle HTTP server and the Workspace web application services after the modifications are complete.

Many clients have issues with Workspace logging users out when attempting to open/export certain types of documents. For example, a user logged into Hyperion Workspace attempts to open a Supporting Detail document, only to be prompted with a logout warning message before the document opens. The same can happen when a user attempts to export an FR report file (.DES file) from Workspace. After being logged out of Workspace, the user is able to log back into the application and open/export the necessary document. This issue can easily fixed by adjusting a few browser settings as shown below.

NOTE: Microsoft documents typically cause this logout issue (Excel, Word, PowerPoint).

1. Open your web browser (This blog entry will assume IE).

2. Select “Tools” -> “Internet Options…” from the menu bar. 

 
3. Select the "Internet" option inside the “Security” tab. Select “Custom Level…”. 

4. Navigate to the “Downloads” section and “Enable” Automatic prompting for file downloads. Click “OK”.

 
5. Now select the “Local Internet” option inside the “Security” tab. Select “Custom Level…”.

 
6. Navigate to the “Downloads” section and “Enable” Automatic prompting for file downloads. Click “OK”.

 
7. Finally, select the “Trusted sites” option inside the “Security” tab. Select “Custom Level…”.

 
8. Navigate to the “Downloads” section and “Enable” Automatic prompting for file downloads. Click “OK”. 

 
9. Now that the settings have been set properly, Click “OK” on the “Internet Options” dialog box.  

10. Close and re-open your web browser for the settings to take effect. Test these settings by logging into Workspace and opening a Supporting Detail document.

"Validation"

In installment #3 of this series we installed and configured the 11.1.x software.  In this installment we will discuss what Infrastructure Architect will do before the environment is turned over to the development or migration teams.

It is quite frustrating to the developers if the environment is not fully functional when they start using the system.  Additionally, it is very frustrating for the installation architect to have users in the environment as debugging of issues is occurring.  Each installation and configuration project plan should include at least a day or two to review an environment, restart it a few times, check out the logs, and then test the functionality of all installed components.  The number of items to validate depends on the products used and licensed by the client but it should start with the following and adjust as necessary.

• Shared Services
• Essbase
• EAS and Business Rules
• Planning
• Financial Reporting
• Web Analysis
• Interactive Reporting
• SQR
• Workspace
• Smart View and Provider Services
• Financial Management
• Financial Data Quality Management
• Oracle Data Integrator
• Data Relationship Management
• Strategic Finance

The Installation Architect will test the use functionality of each of the installed product to ensure there are no errors.  This activity takes a combination of functional and technical ability.  The installation architect must know how the application works from the interface as well as understanding what any potential errors mean and how they may be corrected.  I’m not suggesting the infrastructure engineer know how to create a P&L report or design a Planning application, but the ability to navigate the user interfaces and test functionality eliminates the problems of encountering them after development has begun.

Early in my exposure to these applications, I’d spend a lot of time with a developer or functional user of the applications to show me how to test the system.  I’d ask them to tell me the first thing they try to do when they get a new environment.  It is always useful to know more about how the applications are used. 

Some of the common problems that occur include the following.
EPMA dimension server does not resolve in Workspace
Shared Services doesn’t find users in Active Directory
Cannot create Planning Application
Cannot create FDM Database
ODI repositories are not available
Common Essbase commands do not work

The solutions to some of these problems may range anywhere from Database Access Permissions, Windows Security Rights, DCOM Settings, or incorrect Active Directory Setup.  Over the past few years working on dozens of installation, I’ve seen all of these.  From encountering many of these, the pre-installation requirements covered in installment #2 have been improved.  Some of these problems don’t arise until functionality is tested.  It’s important to test each installation and environment.  I’ve had situations where the development environment will test out fine and the QA Environment will have issues.  Each installation is usually different from each prior installation because of server settings, security policies, database settings, firewalls, or some other nuance.

If there are problems with the functionality there are a number of resources available to assist in troubleshooting.  I find the Oracle Technology Network Forum to be very useful.  I recommend anyone looking to work in this space, get an ID, and get involved.  You may also find some real useful things on blogs like this or a number of other very experienced bloggers.  There is a wealth of information at Oracle Support in the knowledge base.  In addition, if you have a support agreement with Oracle, register here and you can get support from Oracle.

Assuming everything is functioning as expected, the environment is turned over to the appropriate support person, or maybe support falls on the same individual that did the installation.  Either way, there is a lot of information that needs to be collected.  In the next installment, we’ll look at the information that should be compiled to capture the state of the environment as it was at the end of the installation as well as information that is useful to those that will be using the system.

As Enterprise Performance Management and Business Intelligence systems become adopted as the core decision support mechanisms within organizations, the need for transparent, fact-based decisions increases.  It not enough for these systems to provide the voluminous amount of data to the end user for analysis, but to tie data and decision inputs to the collaborative decisions that these systems support. 

Although the organizational adoption of this style of decision making may face challenges, the technological groundwork is already in place.   Oracle’s addition of Annotation Service to Financial Reporting 11.1.x allows the capture of shared information against reporting objects and data.  This tool allows for threaded discussions and comments within EPM Workspace. 

Let’s take a look at how users can utilize this tool against a Financial Report for a Planning application.