Oracle DRM Blog

13 Feb, 2008

Tracking Changes – Part I

Posted by: Daniel In: Tips 'n' Tricks

Although Oracle Hyperion DRM has the ability to track Master Data changes as transaction history, however let say you want to be able to export a hierarchy and most likely you want to be able to show who created the member and when; or who updated the member last and when, there’s a way to do this.

The first thing you need to do is to create a new global property to store who created the master data member. Depending on your tracking needs you can create a new property for the following:

  • Created by User ID – string global property
  • Created on Date – string global property
  • Updated by User ID – string global property
  • Updated on Date – string global property
  • Node Changed Flag – string global property

createby01.jpg

The second step is that Oracle Hyperion DRM has a number of system preferences that will need to point to these properties. They include:

    • AddedByProperty
    • AddedOnProperty
    • ChangedByProperty
    • ChangedOnProperty
    • NodeChangedProperty

    createby02.jpg

    When you update each of the system preferences, you’ll be asked to restart the DRM engine. However, you don’t have to change this until all the properties have been changed. Also, you and pick and choose the system preference to change (i.e. you won’t have to use it all).

    createby03.jpg

    Once this is done, you can open the property window for each node and locate the property that you have created. For existing node, you’ll probably see an empty cell. However, if you create any new nodes, the system will automatically populate who and when created or updated the node.

    createby04.jpg

    That’s it!

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    4 Responses to "Tracking Changes – Part I"

    1 | S.Varshne

    October 13th, 2009 at 10:46 am

    Avatar

    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…
    ********************
    Event Type: Error
    Source: MDM NTier Engine
    Date/Time: 10/12/2009 5:54:48 PM
    Exception Emdm_Exception with message ‘Track Changes Disabled due to configuration issues (See previous log items for details)’

    Event Type: Error
    Source: MDM NTier Engine
    Date/Time: 10/12/2009 5:54:48 PM
    Exception Emdm_Exception with message ‘Invalid ChangedByProperty property in system preferences. Contact system administrator.’

    Event Type: Error
    Source: MDM NTier Engine
    Date/Time: 10/12/2009 5:54:48 PM
    Exception Emdm_Exception with message ‘Invalid ChangedOnProperty property in system preferences. Contact system administrator.’

    Event Type: Error
    Source: MDM NTier Engine
    Date/Time: 10/12/2009 5:54:48 PM
    Exception Emdm_Exception with message ‘Invalid AddedOnProperty property in system preferences. Contact system administrator.’

    Event Type: Error
    Source: MDM NTier Engine
    Date/Time: 10/12/2009 5:54:48 PM
    Exception Emdm_Exception with message ‘Invalid AddedByProperty property in system preferences. Contact system administrator.’

    *********************

    So after I tried setting all of the above properties/ system preferences, I am able to change all except one preference (ChangedOnProperty) without any issue. It looked like the system preference was expecting a boolean user property instead of a string. So I changed the user property UpdatedOnDate to boolean (even though it doesnt make sense) and I was able to point the sys preference (ChangedOnProperty) to UpdatedOnDate.

    After this setting, the DRM Engine refused to restart. I did not capture the error but the logical assumption was incorredt the system preference (ChangedOnProperty) setting.

    My question is that
    1. why would DRM not allow ChangeTracking for a select range of system preferences, or did I do something wrong
    2. Is there a known issue with the system preference ChangedOnProperty or again did I do something wrong.

    I guess I really would want an solution to my problem, where I am trying to highlight the Nodes that were changed in DRM after a certain date & time in some way (Change in Font style, glyphs, etc)

    BTW, to get the system up and running, I had to update the DRM database table and empty out the values.

    2 | Tracking Changes - Daniel Poon’s MDM Blog

    October 14th, 2009 at 6:20 am

    Avatar

    [...] 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 [...]

    3 | rohit

    April 27th, 2010 at 1:48 am

    Avatar

    Hi,

    I am new to the DRM tool and was trying to get the above trackings to be in DRM, I did as mentioned, but the information is not populating in the properties for created user,created date, I have enabled the track changes and also assigned the created user with addedby,addedon property in the system preferences ..please let me know if i need to do any thing more to populate these propeties with the information.

    4 | admin

    July 7th, 2010 at 1:10 pm

    Avatar

    Think you’re good to go

    Comment Form


    • Daniel: I don't think AllExcl is the issue. I think checking WebExcludeNodeProps maybe more relevant. But as you can see, DRM displays all by default. And you
    • Daniel: By default it displays all, I am not sure if you did something to exclude it. You may wish to test the WebBook system preference i.e. set a standard W
    • Daniel: Ganesh, doesn't sound like you are experienced with the product. Our company specializes in DRM and can help you with your implementation. Please cont

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