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Strengthening our Management Team

We are delighted to announce some fundamental changes to our management structure which will come into effect from today, 3rd February 2014.

  • Quentin Vermolen has joined Seismi. Quentin previously worked at Oracle-Hyperion and brings a wealth of experience implementing financial solutions which complement our existing capabilities. He will focus on business development and further extends our experience implementing planning, consolidation and financial reporting solutions.
  • Jerome Marcq has been promoted to Director, Technical Solutions.

As a result our management team is now:

  • James Gordon (Managing Director) – James has assumed responsibility for our strategy, performance and operations. He remains responsible for our team of technical architects;
  • Ross Gilfillan (Director, Business Analysis and Client Services) – Ross has assumed responsibility for our relationships with our customers. He continues to run our Business Analysis team;
  • Quentin Vermolen (Director, Business Development) – Quentin is responsible for Business Development. He will also head up our Consulting Practice; and
  • Jerome Marcq (Director, Technology) - Jerome is now our Technical Director and is tasked with understanding how best to use the Oracle Hyperion EPM suite to create truly integrated solutions.

Our key objective as a management team remains to deliver robust, scalable and efficient financial solutions, on time and to budget. We will continue to differentiate ourselves from our competitors by creating truly integrated solutions underpinned by efficient use of masterdata management.

If you have any questions please do not hesitate to get in touch.

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Oracle Hyperion DRM Tips & Tricks | Quicker Navigation

A quick one this week we just thought we should share a small Oracle Hyperion DRM (Data Relationship Manager) feature that can be helpful and most importantly save time and raise your productivity.

Whenever you are working within a tab, you can right-click on the tab bar and see the different sections of the Home menu. This allows you to navigate directly from one module of Oracle Hyperion DRM to another, rather than having to click on Home then the name of the module you want. In the long run, this sav

140122_Seismi Blog_DRM Tips & Tricks_Quicker Navigation

es not just time but also frustration…

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Success Case (Financial Services) | ICAP plc

With the team having returned from a well-earned break, we thought it was time to share another success case with you. The client is ICAP, a leading markets operator and provider of post trade risk and information services. With a local footprint in 32 countries, more than 70 locations worldwide and an average daily transaction volume of US$1.3 trillion, ICAP can truly be considered a global company.

ICAP recognised that they needed a strategic approach to masterdata to underpin a comprehensive Financial Transformation Programme. They looked to us to “improve ICAP’s approach to masterdata governance, help improve the end-to-end visibility of data and help improve our ability to automate interfaces.”

We are glad to announce that ICAP have realised the benefits of a strategic approach to masterdata and this is evidenced by the following case study – ICAP Case Study.pdf.

If you would like to find out more about what we did and how we did it, then please do not hesitate to get in contact.

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Oracle Hyperion DRM Technical Issue | Integration with EBS

Hi everyone!

We just stumbled upon an interesting change in the latest version (11.1.2.3) of Oracle Hyperion Data Relationship Manager (DRM). For performance reasons,
Oracle has decided to limit the number of tables Oracle Hyperion DRM can detect when you define an external connection to 2000.

This is usually not a problem. However, if you follow the DRM Oracle General Ledger Integration Guide you’ll see that you ‘must’ use the APPS schema to integrate DRM to E-Business Suite (EBS). This schema usually has more than 2000 tables associated. This means there is a risk that the two target tables used by DRM (GL_DRM_SEGVALUES_INTERFACE and GL_DRM_HIERARCHY_INTERFACE) will be missing from the list of tables for the external connection.

Despite what the integration guide says, however, you can in fact define a different database user with write access to just these two tables and gain access to them that way.

Note that Oracle has logged an enhancement request to remove this restriction, so future releases may not come with this limitation. We experienced this with DRM 11.1.2.3.303.

We hope this is useful.

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Oracle Hyperion DRM Tips & Tricks | Clearing a Property Value

If you ever need to clear all values of a defined property within a hierarchy (prior to blending in a completely fresh set of property values, say), it can be done in a few brief steps.

Firstly select the top node of the hierarchy and choose the tab the property is on. If the top node does not normally show this property, you will have to select Show All Properties on the property viewer. Only administrators can do this but then again, only administrators should be doing this.

Next, right-click on the property label and choose Clear All Below, followed by Save. This removes all explicitly defined values from each node below the selected node. (This is a useful little option in itself.)

131211_Seismi Blog_Clear Property Value in Oracle DRM

Finally, right-click on the property label and choose Remove Value, then Save. This removes the property value from the top node.

There are action script equivalents of these two commands, so if you have a whole set of properties to clear an action script is probably the way to go:

131211_Seismi Blog_Clear Property Value in Oracle DRM_2

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Oracle EPMA | Error on import

We are doing a fair amount of work with Oracle Enterprise Performance Management Architect (EPMA) application at the moment. We came across the following error message recently. (In the spirit of paying it forward we thought we should share it with you.)

“EPMA Error on import – Member cannot be inserted because the parent member has another child member with the same name.”

It took me some time to understand this one although in the end the cause was quite simple. I hope that this can save you some time…

One of my imports to EPMA was failing and returning the error “This member cannot be inserted because the parent member has another child member with the same name.”

130802_Seismi_EPMA Error on Import_1

 

130802_Seismi_EPMA Error on Import_2

 

At first this seemed like a simple mistake in my load file. After checking, I was disappointed to discover the error message was misleading. My file contained the correct structure:

#root|BALSHT

BALSHT|ASSET_ACC

The member ASSET_ACC was not repeated in the hierarchy section. The import profile was set to replace the current dimension so the fact that the member ASSET_ACC was already in EPMA should not have been an issue.

This article from Oracle’s Knowledge Base gave me a hint as to the source of the issue in the document EPMA Error “This member cannot be inserted because the parent member has another child member with the same name” [ID 1361635.1]

The issue was that in my current dimension, the member BALSHT was written BalSht. It looks like EPMA is only partially case sensitive so it was partly recognizing BALSHT and BalSht as being the same member but it was not updating that member correctly. As soon as I renamed BALSHT to BalSht in the file, the import worked.

The root cause to keep in mind is that EPMA does not handle subtle differences in cases well.

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HFM Redeploy from EPMA – Unspecified Error

When redeploying an Oracle Hyperion Financial Managemenent (HFM) application from Oracle Enterprise Performance Management Architect (EPMA), the deploy operation can fail and return a very unhelpful error message “Unexpected Error”. Although not immediately obvious, this error usually indicates there is an issue within the outline however, if the application has data, it may simply be that the data is being reorganized.

The screen shot below shows the EPMA summary:

130726_Seismi_HFM Redeploy from EPMA_1

The EPMA error log only is not much help either.  It returns the following information:

Error Reference Number: {5AD32CB5-7E26-4A48-A98C-5DC4870698E7}

Num: 0×80004005;Type: 0;DTime: 05/07/2013 13:54:20;Svr: UK1WHYPAPP11Q;File: CHsvMetadata.cpp;Line: 1056;Ver: 11.1.2.1.600.3779;

Num: 0×80004005;Type: 0;DTime: 05/07/2013 13:54:20;Svr: UK1WHYPAPP11Q;File: AgentHelper.cpp;Line: 1237;Ver: 11.1.2.1.600.3779;

Num: 0×80004005;Type: 0;DTime: 05/07/2013 13:54:21;Svr: UK1WHYPAPP11Q;File: CHfmAwbAgent.cpp;Line: 665;Ver: 11.1.2.1.600.3779;

To solve this, in the deploy screen uncheck the “Check Referential Integrity” option and check the “Full Deploy”.

130726_Seismi_HFM Redeploy from EPMA_2

Changing these options should allow you to deploy the HFM Application.

WARNING – Deploying without the option “Check Referential Integrity” means that data can be affected. Before doing so, be sure you have a backup of the application and a point of comparison to review any changes.

 

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Estimating the Costs of implementing Oracle Hyperion DRM

Estimating the cost of an Oracle Hyperion Data Relationship Manager (DRM) implementation can be difficult. This blog will highlight the areas and risks you should consider.

When developing the business case for the costs can broadly be separated into 3 distinct areas:

  1. Software and licensing costs;
  2. Hardware costs; and
  3. Implementation costs.

The first of these can be difficult to understand as you need to have some indication of how many nodes will be required for you solution.  This information is not often available until after implementation as the agreed design will affect the number of nodes required.

The second, hardware costs, can be identified relatively easily using the software vendor’s prior experience.

The main issue comes with estimating implementation costs.  At the point at which the decision is being taken to purchase the relevant software, it is unlikely that you have expertise already on the site. You therefore have a few options available. In some instances we have seen organisations ask for an estimate from the software vendor.  This can be a huge mistake for two reasons. The software provider is unlikely to have a detailed understanding of your requirements and in addition they are conflicted as they are trying to sell you the software.  They have a vested interested in trying to minimise the estimate to ensure you buy the software.

Alternatively, you may be tempted to use a formula to try and determine the final implementation costs. This approach is fine as long as the formula used is not arbitrary, and is based on a good understanding of both the requirements and the technology.

In our opinion, the best method of understanding the implementation costs is to approach an independent organisation that has demonstrable experience of implementing the same software in a similar environment.  Most consulting organisations should be willing to give you guidance for free to help you understand expected costs.  In some instances, this may require more analysis time to understand the requirement, but surely a minimal cost upfront, to avoid a huge under, or over, estimation is a necessary investment?

If you need any help understanding the potential implementation costs of Oracle Hyperion DRM can help your organisation please do not hesitate to contact us.

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Oracle Hyperion DRM Tips & Tricks | Save Your Work

Oracle Hyperion Data Relationship Manager (DRM) has a somewhat unorthodox interface, which can lead the unwary into losing their work. Grizzled Oracle Hyperion DRM veterans will have discovered these traps the hard way, but if you are relatively new to the product this blog post might spare you some pain, we hope.

Items Displayed in Tabs

Oracle Hyperion DRM uses tabs to display the details of queries, compares, imports, blends, exports and all the objects managed by a system administrator. When you have one of these open, as the image below shows the only indication that you have unsaved changes is an asterisk next to the item name (and even this cannot always be relied on).

130425_DRM Tips and Tricks_Save your work

 

If you close an item after making changes, you don’t see the Save / Don’t Save / Cancel dialog box that most programs would display – Oracle Hyperion DRM simply closes the item and discards any unsaved work. It is thus important to get into the habit of being conscious of whether you need to click the Save icon towards the top left before closing a Oracle Hyperion DRM tab.

Versions

When an Oracle Hyperion DRM version is created it starts in an unsaved state. Unsaved versions are deleted whenever the Oracle Hyperion DRM service is restarted (which happens every night at some sites). New versions are often used for importing data to blend into other versions, so are legitimately temporary. However, if you have created a version you want to keep, it does not matter how often you clicked Save after adding or moving nodes or updating properties. If the Oracle Hyperion DRM service is restarted you will lose everything.

You should save a version you want to keep as soon as you have created it, by right-clicking on its name and selecting Save. 

130425_DRM Tips and Tricks_Save your work_2

 

Once a version has been saved, all confirmed node changes and property updates are preserved without you having to save the version again.

Hopefully that should save you some time and stress!

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Oracle Hyperion DRM Tips & Tricks | Query Limitations

This is the first item in an on-going series of blog posts designed to help our readers get the most out of Oracle Hyperion DRM (Database Relationship Manager).

This post addresses a limitation in the way Oracle Hyperion DRM allows users to define queries. Specifically, Oracle Hyperion DRM allows you to structure queries using parentheses but does not allow you to put a NOT in front of criteria grouped in this way.

What if you were making a complex query and wanted to exclude nodes that meet two conditions? For instance you want to select all nodes that are below the top node, except leaf nodes if they are also linked in from another hierarchy. In Oracle Hyperion DRM terms what you are trying to achieve is:

  • Level Greater Than 1 And Not (Leaf Equal True And Linked Equal True)

You cannot code this as it stands in an Oracle Hyperion DRM query. However, the following rule of logic can help:

  • not-(A and B)     is logically equivalent to     (not-A or not-B)

Our example now becomes:

  • Level Greater Than 1 And (Leaf Equal False Or Linked Equal False)

Which as the screenshot below shows can be implemented in Oracle Hyperion DRM in the following way:

130417_Seismi_DRM Tips & TricksIf you have anything you want to add please do post a comment. Until next time….

 

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