Oracle DRM Blog

Data Governance and Master Data Management are critical as companies struggle with Enterprise Reporting and Performance Management challenges that include varying business results, differences in business rules and a multitude of definitions measured by different groups.

Presented at the Southwest Regional Oracle Applications User Group, we showcased how to implement a world-class Data Governance and Financial Master Data Management program using Oracle Hyperion Data Relationship Management. The end result: a key interest to organization’s finance users, IT, SOX and CFO.

We shared how Fortune 500 companies have recently implemented a successful Finance-driven Data Governance program, presented an effective strategy to deal with Enterprise Master Data Management challenges; and demonstrated how Oracle Hyperion Data Relationship Management can be implemented successfully.

A reader of this blog has had problems inserting node description with special characters such as the classic ” double quote, and so I am just going to do a quick post on diagnosing and resolving this issue.

Oracle DRM by default has a system preference InvName and InvDescr which seeks to allow your system to reject certain characters. In Oracle DRM 11.1.2.1, the first thing we will check is you will first click under Administer | Script | System Preferences and then choose InvDescr to check if any characters are assigned. In my default installation, I see ,’” (comma, single quote and double quote). So since we are trying to allow doublequotes for description, we will remove this character and click the Save button.

Now one thing very important to note is that, if you are using Oracle DRM 9.3.x or Oracle DRM 11.1.x, you will need to restart the DRM server/services using the DRM Management Console in order for the new system settings to take effect.

After that, we shall try to insert and make the description of the node to include doublequotes. The simplest way I do that is to create a quick Automator script (now called Actionscript in the new language).

Now let’s run the new script.

As you can see from the screenshot below, we are now able to insert a node with description that allows double quote.

Feel free to leave me any comments if you have any issues with your Oracle DRM.

Hey all, this is to let you know I will be presenting at this year’s “Collaborate 10” conference. There, I will host a session on Advanced Master Data Management. More details to follow.

COLLABORATE 10 will be held on April 18-22, 2010 at the Mandalay Bay Convention Center. Las Vegas, Nevada.

Advanced Financial Master Data Management with Oracle Hyperion Data Relationship Management

Description: Data Governance and Master Data Management are critical as companies struggled with Enterprise Reporting and Performance Management challenges that includes varying business rules and definitions measured by different groups. Here, you will learn how to implement a world-class Data Governance and Financial Master Data Management program using Oracle Hyperion Data Relationship Management. The end result will be key interest to your finance users, IT, SOX and your CFO. Explore how to implement a successful Finance-driven Data Governance program Present an effective strategy to deal with Enterprise Master Data Management challenges Demonstrate how Oracle Hyperion Data Relationship Management can be implemented

You can check out all the Collaborate 10 sessions here also.

Looking forward to seeing you there!!! Also, send me a note to let me know if you’re going.

Having been writing for a little while and that’s because handling a new born takes up alot of time but hopefully in the near future this blog can be expanded to cover more diverse topics. We’ll see. Got an interesting email from S.Varshne below and we’re going to try to answer it. I do take our reader’s comments very seriously and a large percent of them gets replied. Oracle DRM continues to be one of the best Data Governance tool for Financial MDM out there in my opinion and no doubt tracking changes is important to the piece of the puzzle. There’re two different ways of tracking changes.

• 1. the native DRM log – this provides very detail for every action for every node
• 2. the less detailed DRM properties tracking the date/time of the most recent changes.

Let’s review the questions…

I tried what you suggested here in baby steps
- First enabled TrackChanges System preference
- Created a property called NodeChangedFlag (You mention in your article that I can pick and choose the preferences I want to use. So I leave out the rest)
- Updated the System preference NodeChangedProperty to point to NodeChangedFlag

Here are the error messages I see…
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Gotten this rotten Oracle 10g error after installing the Hyperion EPM 11.1.1.2 software (without configuring it).  Anyhow, found an obscure fix for it too, apparently this is an issue with 10.1.0.2. If you happen to get this error, it is because the OS user that you are trying to login to the Oracle Enterprise Manager with has not been setup to allow the user to logon as a “Batch Job.”

To resolve this issue:

1. Go to “Control Panel” -> “Admin Tools” -> “Local Security Policy.”
2. Within “Local Policies”, go to user “Right Assignment.”
3. Add the user to “Logon as a Batch Job.”

The logon problem should now be resolved. This solution will only work for Oracle 10g on Windows 2003 Server. Have fun!

Got a question today about the new features on Oracle Hyperion DRM v11. In terms of this new release to be honest, most of the features had been pretty much the same as version 9.3.2. So don’t expect anything dramatic. I was told by reps that the next release will evolve to something quite different. Time will tell.

On with the list of new features that I find useful:

Synchonize by Property – The Synchronize feature has been extended to enable easy searching across multiple hierarchies simultaneously based on any common property value. Relationships between nodes using a property value can be discovered and navigated without creation of a query resulting in higher productivity when browsing mapped nodes across multiple hierarchies. This feature is more a visual tool.

Migration Reports – Reports can now be generated from the Migration Utility to provide offline HTML documentation for metadata extract files that are used for migration or archival. These reports can provide users the ease of reference to information stored in the XML file and allow additional user notation to be included in the report to capture the intended purpose and usage of the file. In my previous blog entry, I have opted to use the XML export in conjunction with Excel to document DRM members and properties. No doubt this new feature could come in handy.

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This is a little tip on Perl for those interested. Perl does not distinguish variables between text or numbers. And so when you’re manipulating data or input, you need to be careful and make your own checks first. It may seem simple but also can be way more complicated. For example, what if you have a string that combines numbers at the beginning and string at the end? What if the number is more like an IP address than a real number? What if you have negatives? Here’s a few lines of code you can use to determine the various checks you can do using regular expressions:

if (/\D/) { print “has nondigits\n” }
if (/^\d+$/) { print “is a whole number\n” }
if (/^-?\d+$/) { print “is an integer\n” }
if (/^[+-]?\d+$/) { print “is a +/- integer\n” }
if (/^-?\d+\.?\d*$/) { print “is a real number\n” }
if (/^-?(?:\d+(?:\.\d*)?|\.\d+)$/) { print “is a decimal number\n” }
if (/^([+-]?)(?=\d|\.\d)\d*(\.\d*)?([Ee]([+-]?\d+))?$/) { print “a C float\n” }

Enjoy the week guys!

Sorry folks I have not blogged for a while. And that’s because my lovely wife has given birth to our daughter and we had been quite busy and having lots of fun with her. Hopefully my schedule will also me to get back into some sort of cadence to update this. Also later on, I’ll look to expand the blog to a broader focus rather than MDM only.

While talking to many folks I came to realization that building hierarchies in DRM is still a mystery to some folks. And I apologize because I had previously attempted to address this with one of my invention which complements DRM to make hierarchy development even easier. But I probably should have gone back to the basics knowing not all our readers know how to create hierarchies using the native functionalities.

With today’s blog I just want to revisit the basic of creating a hierarchy using DRM Automator. I want to do that because I am assuming (do tell me if I am wrong) that you know how to add each parent or child member using the DRM GUI. But doing so will be extremely slow by hand. As a result, you’d want to be using the DRM Automator instead.

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Data Relationship Management currently allows objects (e.g. DRM property name, Exports, Property Queries, etc.) to be created using special characters. Please be aware some of these characters can cause issues when using the system. Here’s some examples:

• (comma) – Causes issues with comma-delimited lists. Besides objects, if you’re going to use Ancestor List, you will run into problems with the commas being the delimiter that will cause problems.

• <>”‘=^ – Can cause issues with the Migration utility

• (), – Can cause issues with the Formula parser

You should avoid creating object names that contain these characters where possible. As usual, just use something that’s simple such as alphanumeric plus hyphens perhaps,  and you’ll be fine.

I love Oracle to death but on some things, it bugs me. I have been trying to get somewhere with Oracle for about a month, and the issue surrounds the installation of the Excel 2007 Essbase client (not the SmartView client though). Here’s the story…

For the past 12 years we have use Essbase on Excel, users are required to download the Essbase Client for Excel. The installation up to System 9 version 9.3 is normally around 50Mb or less. That’s a reasonable size for users to download and install.

However, with the new Oracle EPM 11.1.1 and 11.1.1.1 you’ll be surprised to know that you’ll now need to tell an average “Joe the Plumber” user that he/she needs to download 1.9Gb of zip files (5 of them) and then unzip it to his/her disk drive of 3.5Gb  !!!! And then…
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