Artifact Change Report : New Feature in EPM 11.1.2.3

In Oracle Hyperion EPM 11.1.2.3, Life Cycle Management (LCM) will now give you the ability to run a report to see what artifacts have changed, when it was changed, and who made the change, including security. You can run the report on any artifact type or granularity, you can even export it to an excel and use it for business information.

In Shared Services, go to Administration -> Artifact Change Report.

Select the application you want the report for with the Start Date and the end Date for the period of change of Artifacts and click on Create Report. This will generate all the artifacts, including security changed during that period in a tabular format.

Now you can export this to a CSV in excel or Print as per requirement.

Planning Admin Extension

Planning 11.1.2.3 – Smart View metadata management One of the new features in planning 11.1.2.3 is the ability to manage dimensional metadata through Smart View • The new Hyperion Planning Admin Extension for Smart View allows Oracle Hyperion Planning administrator users to import and work with metadata in Smart View. • With this extension, Planning administrators can use Oracle Hyperion Smart View for Office applications to perform these tasks: 1. Add, edit and import existing Oracle Hyperion Planning dimensions and members, including moving members and designating members as shared in Smart View 2. Create and refresh cubes • The extension can be downloaded from the Tools menu in workspace. • This will download a file called “ PlanningSVExtension.msi ” which is 1.4mb in size and can be easily installed by running the msi . Once you Install Planning Admin Extension A Smart View Set up Wizard opens up for the extension installation. Click on Next :

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Shared Connection and Private Connection

You connect to data sources through shared or private connections. Shared Connections •Shared connections are stored in a central location and are available to multiple users through the Smart View Panel. You cannot add, edit, or rename shared connections, but you can save them as private connections, which you can edit and rename. Private Connections •Private connections are those that you create by saving a shared connection to your local computer or by entering a URL to a provider that is not configured for shared connections. When you create a private connection, it becomes the active connection. Shared Connections : 1. From the Smart View ribbon, click Panel . 2. From Smart View Home or from the menu displayed when you click the arrow next to Home button, do one of the following: • Click a connection name under Recently U sed . You can click to pin items to this list. • Select Shared Connections to open the Shared Connections panel, where you s

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Import Security : Planning

There will be a huge number of requests to grant or remove security access for users. For one or two changes, it is simple task, click on member and then assign access and grant permission. It becomes tiresome when we need to make changes for large number of members. It involves considerable amount of time. Automating the security changes saves considerable amount of time. The ImportSecurity utility in planning loads access permissions for users or groups from a text file into Planning. Importing access permissions using Import security utility overwrites existing access assignments only for imported members, users, or groups. All other existing access permissions remain intact. The SL_CLEARALL parameter clears all existing access permissions. ImportSecurity utility is located at /Hyperion/Oracle/Middleware/user_projects/epmsystem1/Planning/planning1 on Planning server as shown in the following picture: Steps for importing access permissions: STEP1 :Create a text

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