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Change Log

Key: 

   J     Change affects EPM Maestro Java Service for HFM 11.1.2.4 and above 
  N Change affects EPM Maestro .Net Service for HFM 11.1.2.3 and below  
  C Change affects EPM Maestro Client
  W Change affects EPM Web Symphony

Version 18.1.0.8
  • (C) Added warning message where HFM PSU version is below the minimum requirements.
  • (W) Added option to 'manage configuration' -> 'document links' to connect to the first service on the list of registered services, instead of specifying the service by name.
  • (J) Fixed special characters in metadata giving an error when launching the member selector.
Version 18.1.0.7
  • (JC) Changed period tokens in filenames to be dynamic when extracting data, so the 'startper' and 'endper' tokens reflect the periods contained within the data file.
  • (W) Fixed calculated members not shaded green if all dimensions selected in Hierarchy To Excel.
Version 18.1.0.6
  • (JC) Fixed calculate task not working when certain node value members (e.g. [Contribution Adjs], [Parent Adjs]) were selected.
Version 18.1.0.5
  • (J) Changed journal open / close period tasks to provide information messages if a period was already open / closed / unopened.
  • (J) Changed extract value task to automatically extract exchange rate data if [Base] is selected for Custom 1 and Custom 2.
  • (C) Fixed 'the directory is not empty' errors occurring after extracting data where the storage folder is located on some network drives.
  • (C) Fixed overwriting of files when extracting data to a folder when using a file convention that does not uniquely name the files.
  • (W) Fixed effective rights in Security Matrix Tools not evaluated correctly for role access.
  • (CW) Fixed notification of availability of new versions.
  • (W) Fixed 'value cannot be null' error message when entering license key.
Version 18.1.0.4
  • (C) Added ability for EPM Maestro debug tool to be launched through Scheduled Tasks to display error messages if a crash occurs.
  • (J) Added additional detail when displaying some types of error messages.
  • (J) Added logon retries for failed authentication under more circumstances.
  • (C) Added additional variables to allow standard copy / clear tasks to be run in smaller chunks, with progress bars.
  • (C) Changed clear data task to default to using [Base] for entities.
  • (W) Added additional error trapping to Newsboard to prevent some initialisation errors.
Version 18.1.0.3
  • (C) Added additional header information to allow variables to be run on machines with different culture / regional settings. Edit an existing variable to add this header.
  • (C) Added additional error reporting for errors that occur during initialization of scheduled task flows.
  • (J) Changed ICT open / close period tasks to provide information messages if a period was already open / closed / unopened.
  • (C) Fixed invalid variables preventing scheduled task flows from running.
  • (W) Fixed errors occurring when connecting to a service that is not first on the list of registered services.
Version 18.1.0.2
  • (JCW) Added option to extract derived data to 'extract data' task.
  • (JC) Added option to extract cell-text to 'extract value' task.
  • (W) Added autofilters to 'security matrix' output.
  • (C) Added display of logged-on HFM user name. This can be disabled using 'options' if required.
  • (C) Added 'MaestroVersion' tool to display the version number of the Client without logging in.
  • (C) Added additional detail to some error messages received from Service. 
  • (C) Added option to change logon timeout. This can be used to prevent timeout errors if an HFM application takes more than 10 minutes to start up.
  • (C) Fixed scheduled tasks not being saved in a subfolder when created on a remote machine.
  • (W) Fixed single-sign on not working for the 'admin utilities menu' document link.
  • (W) Fixed 'security matrix tools' download link not working if a storage location is set.
  • (JW) Fixed incorrect display order of dimensions in security matrix user interface.
Version 18.1.0.1
  • (C) Changed 'expand variables' setting to be enabled by default.
  • (C) Fixed x records processed but y records expected error when extracting a subset of Task Audit logs.
  • (C) Fixed invalid top member could be entered in member selector.
  • (C) Fixed error moving Storage Location before the Config folder had been created.
  • (W) Fixed warning message when downloading an Excel file in xlsx format.
  • (W) Fixed security matrix tools not detecting 'read' access when generating audit report.
Version 18.1.0.0
  • (C) Added marker (asterisk) where a task flow contains unsaved changes. Confirmation dialogs are displayed more intelligently. e.g. to alert when closing EPM Maestro with an unsaved task flow.
  • (JC) Added task for calculate contribution, located under the Calculate drop-down. Members can be selected in 'parent.child' format.
  • (JC) Added task to open and close Intercompany Transaction (ICT) periods.
  • (JC) Added task to enable / disable application connections (e.g. for metadata maintenance).
  • (JC) Added task to enable / disable admin mode (e.g. for CopyApp).
  • (C) Changes to the Quick Access Toolbar (small bar on top-left) are now persistent. To add a task to the Quick Access Toolbar, right-click on a button and select 'add to Quick Access Toolbar'.
  • (W) Added functionality to control which Web Symphony connections are logged off.
  • (W) Added formats for 'ownership accounts' to the 'Hierarchy To Excel' tool to control which accounts are displayed when the 'display ownership' checkbox is checked. Accounts shown can be specified in 'manage configuration' -> 'script editor' -> 'HierarchyToExcel.txt'.
  • (J) Added additional resilience for disconnections from the Shared Storage folder.
  • (C) In the member selector, entering a list of members separated by semicolons will select all specified members. e.g. enter EastSales;WestSales;UKSales to select 3 entities.
  • (C) Rearranged some tasks within the Ribbon. There are now 'Administration' and 'Task flow' pages.
  • (W) Icons on Web Symphony menus can now be clicked to launch a tool.
  • (W) Changed session handling.
  • (CW) Changed compression module.
  • (C) Fixed crashing when canceling a log on.
  • (C) Fixed 'identify redundant members' task giving a file not found error.
  • (W) Fixed hanging during 'processing' when session has timed out.
  • (C) Fixed error message 'Contract requires Session but Binding doesn't support it' etc when connecting to a Service without a license key.
  • (CW) Updated frameworks.
Version 17.2.1.3
  • (C) Fixed x records processed but y records expected error when extracting a subset of Task Audit logs.
Version 17.2.1.2
  • (C) Added option to enable TLS 1.2 protocol in Global Settings Manager.
  • (W) Added member selector to filtered copy / clear data tool.
  • (JW) Added option to allow security cache to be refreshed in security matrix tool if enabled in Global Settings.
  • (J) Consolidations performed during process management are now included in the log file.
  • (J) Fixed system accounts (e.g. [PCON]) not extracting when extracting using the 'Selected Accounts' option.
  • (JC) Fixed slow locking performance / time-out in non-org by period application.
  • (W) Fixed base / parent member column in security matrix misaligned by one row.
  • (W) Fixed descriptions misaligned in Process Tracker if 'base entities only' checkbox checked.
  • (C) Fixed error message 'Contract requires Session but Binding doesn't support it' etc when connecting to a Service without a license key.
Version 17.2.1.0
  • (C) Added change application button to the file menu (ALT+F).
  • (JC) Added analysis of time taken for EPM Maestro to start up (manage -> help -> start up).
Version 17.2.0.9
  • (C) Added dynamic themes (options -> general -> dynamic themes). Sets the color of the interface dynamically based on service, cluster, application, user name or task flow. e.g. to distinguish multiple Client instances or automatically changing color when logged into production with an account that has rights to update the system.
  • (C) Changed minimum port number to allow services running on port numbers lower than 1024 to be registered using Global Settings Manager.
  • (C) Added warning message when extracting web documents to a path longer than 125 characters. i.e. risk of file paths exceeding maximum length of 255 characters.
  • (C) Fixed error messages not generated when extracting web documents causes a file path longer than 255 characters.
  • (J) Fixed extracting selected folders of web documents failing with an error when extracting a folder lower down the hierarchy.
Version 17.2.0.8
  • (JC) Fixed clear temp files task not working. This clears temp files created by EPM Maestro Service.
  • (J) Fixed duplicate log off sometimes occurring during consolidation task.
Version 17.2.0.7
  • (JC) Added date ranges when clearing and archiving task audit logs.
  • (JC) Added full HFM version number including patch set to help -> about.
  • (C) Changed email notification to use a fixed filename when attaching zipped logs to avoid problems with some email servers.
Version 17.2.0.6
  • (C) Added list of recently used task flows to the file menu (ALT+F). These task flows can be pinned to the list by clicking on the document icon.
  • (C) Added caching of application names during the logon process for convenience.
  • (C) Added more detailed display of some Client error messages.
  • (C) Loading security files will now always display the log from the load.
  • (W) Added setting to Web Symphony Configuration tool to override max message size. This can be used if errors occur when exporting very large hierarchies to Excel.
  • (J) Fixed locking entities in an org by period application sometimes gives an error where the active entities have changed between periods.
  • (C) Fixed scheduled task cannot be opened directly if the HFM credentials have changed.
  • (W) Fixed errors occurring when editing a 'default time POV' in manage configuration.
Version 17.2.0.5
  • (J) Added new process management mechanism, expected to be faster in most cases. This is enabled by default. To switch back to the old mechanism instead, settings are available in: a) EPM Maestro Global Settings Manager -> Tasks -> Process management. b) Web Symphony -> Manage Configuration -> Global Settings -> Process Management.
  • (J) Fixed HFM error codes sometimes not displayed when an error occurs in a task flow.

Version 17.2.0.4

  • (C) Added dynamic tokens to allow Windows environment variables to be used in filenames when extracting data, value, metadata.
  • (JW) Added throttling settings and changed settings to allow 'hierarchy to Excel' to work with larger metadata hierarchies.
  • (W) Added simpler error messages when an application is in admin mode / has disabled connections.
  • (C) Fixed layout issues on member selector and license agreement forms on high dpi monitors.
  • (C) Fixed default application not selected when logging in if password not entered in options -> logon.
  • (C) Fixed extracting journals to flat file failing when fields (e.g. journal description) are empty.

Version 17.2.0.3

  • (C) Changed scheduled tasks to be created in a subfolder instead of root directory. Existing scheduled tasks are moved automatically when they are edited.
  • (C) Fixed culture setting specified in the Global Settings Manager not being applied to the automation user interface.

Version 17.2.0.2

  • (J) Fixed error loading web documents when the Custom Documents configuration file is missing fields.
  • (C) Fixed drop-down boxes sometimes not working when running the Client through Remote Desktop.

Version 17.2.0.1

  • (JC) Added functionality to run HFM On-Demand rules.
  • (CW) Added version number of Service to 'about' pages.
  • (J) Added error codes to Service errors. These codes will be displayed if there is no HFM error code and can be used to ignore specific errors if required.
  • (C) Fixed log retention settings in Global Settings Manager unable to be changed.
  • (CW) Framework updates.

Version 15.3.7.1

  • (W) Fixed calculated members not shaded if all dimensions selected in Hierarchy To Excel.

Version 15.3.7.0

  • (JW) Added throttling settings and changed settings to allow 'hierarchy to Excel' to work with larger metadata hierarchies.

Version 15.3.6.9

  • (J) Fixed error loading web documents when the Custom Documents configuration file is missing fields.
  • (C) Fixed drop-down boxes sometimes not working when running the Client through Remote Desktop.

Version 15.3.6.8

  • (J) Fixed force translate task for compatibility with HFM patch 25057147 (included in HFM 11.1.2.4.204).

Version 15.3.6.7

  • (J) Added additional error reporting for metadata load errors.
  • (J) Changed internal process for copying files.
  • (C) Fixed intermittent error in filtered clear task when clearing units containing no data.
  • (C) Fixed 'extract value' task extracting calculated members when running at <Entity Curr Total> etc.

Version 15.3.6.6

  • (W) Added default entity setting to filter copy / clear preferences.
  • (C) Added additional error trapping when a task flow is shutting down.
  • (C) Fixed incorrect DSN displayed when editing a DSN in Global Settings Manager if multiple services are present.

Version 15.3.6.5

  • (W) Added Web Symphony Configuration Tool, included in the Web Symphony folder, to perform configuration tasks during the installation process e.g. registering services, storage location etc.
  • (W) Changed default impersonation setting to false to align with current installation guide.
  • (CW) Changed maximum port number when registering a service to 65535.
  • (C) Fixed some tasks (e.g. copy data) giving a 'FileNotFoundException' error if not the first step in a task flow.

Version 15.3.6.4

  • (J) Fixed unlocking base entities not working with HFM patch 25057147 (included in HFM 11.1.2.4.204).
  • (J) Added custom error code for error displaying entities not translated.
  • (C) Fixed suppression of error codes for email alerts in user preferences.
  • (C) Reduced frequency of displaying progress updates for long-running tasks.

Version 15.3.6.3

  • (JC) Added option to override table prefix in 'extended analytics' task.
  • (W) Changed 'view log' links to open in new window.
  • (J) Fixed error 80070057 when ICP hierarchy is exported by a limited access user in 'hierarchy to Excel' tool.
  • (W) Fixed user-defined member lists not working on 'filtered copy / clear', 'process tracker' and 'extract value' tools.
  • (W) Fixed automatic backup in 'filtered copy / clear' tool aborting when copying to a period containing no data.

Version 15.3.6.1

  • (J) Fixed errors when running process journal and copy journals tasks.
  • (JC) Fixed time-out error during long copy journal tasks.
  • (C) Fixed file not found error in 'extract value' task when using a description in the custom field format.

Version 15.3.6.0

  • (C) Increased timeout for 'restart datasource' task (HFM 11.1.2.4 only) to prevent time-out errors.
  • (J) Changed consolidation and unlocking tasks for compatibility with HFM patch 25057147 (included in HFM 11.1.2.4.204).
  • (JW) Changed security matrix to address timeout errors for large security matrices.
  • (W) Fixed message font size detected incorrectly for standard messages in message banner.

Version 15.3.5.8

  • (J) Fixed rejection task hanging in certain circumstances.

Version 15.3.5.7

  • (J) Fixed rejection task finishing on first error.
  • (W) Fixed 'NullPointerException' error when copying data using filtered copy / clear tool.

Version 15.3.5.6

  • (JC) Fixed descriptions tokens when using custom field formats in 'extract value' task.
  • (C) Fixed 'filter entities' checkbox not working when extracting journals using HFM 11.1.2.4.
  • (C) Fixed 'index and length must refer to a location within the string' error when extracting task audit logs.

Version 15.3.5.5

  • (J) Added display of invalid POV members if an error occurs during 'extract value'.
  • (J) Added retries for logon failure that occurs due to 'unexpected error'.

Version 15.3.5.4

  • (JW) Added back 'journal generator'.
  • (C) Fixed error message if a thread containing no tasks is executed..

Changes to older versions are shown on this page.