Version 11.4.1.5
- Added column for application name when archiving task audit logs and data audit logs.
- Added option to promote / reject inactive entities only.
- Added option to output logs in the same folder as the task flow being executed (when run as scheduled tasks) for consistency with previous version.
- Added right-click menu to log window.
- Added options to start and end scheduled task flows to 'automate' functionality.
- Added option for default length of time before a scheduled task is stopped.
- Changed save log button to save as text file if the task flow is single-threaded.
- Fixed custom log location option in the global settings manager not working.
- Fixed invalid records scanned or deleted being logged as errors.
- Fixed detailed error not displayed if creation of log file fails.
- Fixed close journal period option not selectable.
- Fixed view selector in extract data task not visible when extracting using an account list or selected accounts.
- Fixed error not displayed for invalid entity in task flow.
- Fixed certain errors not trapped during initialisation of task flow.
- Fixed 'value does not fall within the expected range' error when using the process journals task under certain conditions.
Version 11.4.0.0
- Added parallel processing to allow multiple tasks to run simultaneously in one task flow.
- Added ability to include task flow (.ssf) files within other task flows.
- Added per-task-flow email settings to notify / alert different sets of people and control which errors generate an email alert.
- Added ability to abort task flow when an error occurs.
- Added user preference to ignore specified error codes.
- Added dynamic tokens when composing email.
- Added global settings to push out email settings to users.
- Added report to identify unused / redundant members in the application.
- Added display of number of errors in the output log.
- Added email alerting if task flow fails to start.
- Added colours to task list / output log.
- Changed email alert format for increased clarity and reduced message size.
- Fixed reduce filter size error when extracting task audit log.
- Fixed slow performance if output log becomes large.
- Fixed slow selection of files when automatically converting paths to UNC format.
- Fixed change to Unicode preference when extracting data.
- Fixed error processing journals in periods containing large numbers of journals.
Version 11.1.0.9
- Added option to close journal periods.
- Added tasks for filtered copy and filtered clear.
- Added display of bitness of EPM Maestro.
- Added option to replace time variables in the 'process text files' task.
- Fixed error during folder creation when extracting data to a UNC address.
- Fixed error creating scheduled task with multiple triggers on Windows 7.
- Fixed 'execute scheduled' task not working in Windows 7.
- Fixed setting to terminate scheduled task if still running after a specified number of hours.
- Fixed line-item detail descriptions not extracting in <Entity Currency> for 'extract value' task.
- Fixed error extracting parent currency values in 'extract value' task.
- Fixed line-breaks in email not correctly displayed in Lotus Notes v7 and below.
Version 11.1.0.0
- Added 'fast repromote' option to promotion task. This will be faster when a small number of entities need to be promoted. However, it does not check for new entities that are 'not started' and may be slower for large-scale promotions. The previous method of promotion is renamed to 'thorough'.
- Added ability to customise the layout of the 'extract value' task. e.g. adding or removing fields or static text, concatenation, member descriptions etc.
- Added support for dynamic tokens in filenames for the 'extract data' task. This allows the filename convention to be changed.
- Added number format to 'process text files' task. This allows a number format (similar to Excel number format) to be applied to a HFM data file. This allows dynamic rounding and replacing the cell value with a constant value e.g. replace all data with zeros (in conjunction with a replace).
- Added number format for output of extract value task.
- Added option to send email in HTML format, including rich formatting.
- Added email attachments, including facility to dynamically attach files based on age / file extension.
- Added facility to export task audit logs in smaller batches.
- Added case-sensitivity option when processing journals.
- Added option to extract 'derived' cells to 'extract value' task.
- Added current date to output log.
- Added option to automatically convert network paths into UNC format (i.e. \\server\share)
- Fixed error if extract data to folder path does not end in a backslash.
- Fixed Unicode error when extracting data.
- Fixed 'extract value' task extracting zeros for no-data cells in certain circumstances.
- Fixed 'trigger' / 'actions' error message when using 'automate' functionality in Windows Vista / 7 / Server 2008.
- Fixed locking task on a 'descendants' member list taking a long time to execute.
- Fixed option to consolidate automatically not working in conjunction with the 'force translate' option.
- Fixed UNC path not preserved when loading web documents.
- Fixed folder path for extracting / loading web documents not editable.
Version 10.3.0.0
- Added support for multiple time triggers when scheduling tasks.
- Added ability to manage scheduled tasks on remote machines.
- Added summary of scheduled tasks in grid format.
- Added 'storage location' setting to global settings manager to allow settings to be stored in a centralised location (e.g. network share).
- Added value selector for 'calculate' task.
- Added ability to process journals (e.g. unpost / delete) by entity selection.
- Added option to generate a combined output file from multiple input files to the 'process text files' task.
- Added ability to delete an extended analytics schema before creating it.
- Added archiving of additional journal tasks (including journal unposting) when clearing task audit logs.
- Added option to truncate data load error logs to a specified number of lines.
- Added improved error reporting for unhandled errors.
- Fixed error message occurring when launching the 'automate' command with express logon disabled.
- Fixed end date of scheduled task not saved by 'automate' interface.
- Fixed errors when processing journals in HFM 11.1.1.3.
- Fixed occasional overflow errors when using the extract value task in HFM 11.1.
- Fixed additional incomplete data rows output in 'extract value' when using a custom dimension selection containing both a child and its parent member.
Version 10.2.0.0
- Added option to archive task audit logs / data audit logs without clearing them.
- Added ability to specify a date range when archiving data audit logs.
- Added facility to create / edit Windows Scheduled Tasks from within EPM Maestro.
- Added 'equity pickup' task (HFM 11).
- Added 'process text files' task. This allows manipulation of text files (e.g. search and replace, change of encoding etc).
- Added 'command line' task to allow Windows command lines (defined within the 'global settings manager') to be executed.
- Added wait task. Allows waiting for a specified time period or until a specified file exists.
- Added option to change the file comparer software. This can be controlled using the 'global settings manager'.
- Added ability to specify member of the 'value dimension' in the unlock task.
- Added 'global settings manager' program to set configuration options for all users of EPM Maestro on a machine.
- Added option for 'replace by security' to load data task.
- Added option for disabling datestamping folders and files when extracting metadata.
- Added option to disable Unicode when processing data files.
- Changed display of load data task when building task flows. This now displays filenames where three files or fewer are to be loaded.
- Fixed web documents task not executing if after a load metadata task in a task flow.
- Fixed '.bak' files being processed by load web documents task.
- Fixed loss of security class information when extracting custom (web) documents.
- Fixed intercompany reports not loading when using the load web documents task.
- Fixed lock and reject tasks performing calculations to impacted entities at <Entity Currency> instead of <Entity Curr Total>.
- Fixed missed promotions in org by period application where the top parent contains lower case characters.
- Fixed phases above 'phase 1' not promoting when running promotions in scheduled tasks.
- Fixed resizing of log window.
- Fixed 'in progress' log files not being renamed if a previous log file had the same filename.
Version 2.2.1.0
- Added option to apply a multiplier to the 'extract value' task.
- Added option to output currency when using the 'extract value' task.
- Added filtering options when extracting journals.
- Added option to datestamp web document extracts.
- Added view selector to copy data task.
- Added ability to summarise system messages.
- Added option to disable password saving for express logon. This option can be controlled using a registry setting if required by corporate policy.
- Added option to output current review level to 'export process management history' task.
- Added option to save web documents in non-Unicode format.
- Added facility to annotate tasks.
- Added facility to deactivate specified tasks within a task flow.
- Fixed error message occurring if a task flow contains over 100 tasks.
- Fixed 'export process management history' task error message in application using phased submissions.
- Fixed incorrect value displayed for validation error if validation account has custom dimensions attached.
- Fixed scenario not being recognised if trailing spaces are present in the ssf file.
- Fixed datestamp on extract folders not updated for multiple uses of the same instance of EPM Maestro.
- Fixed missing byte order marks when processing extract files.
Version 2.2.0.0
- Added task to 'allocate'.
- Added task for 'extended analytics' (HFM v4 and above).
- Added task to compare metadata files.
- Added enhanced member selector. This is faster and more functional than the previous version.
- Added ability for 'extract value' task to extract any combination of base and parent members for accounts, custom dimensions and ICPs.
- Added option to select which types of web documents are deleted when running the 'delete documents' task.
- Added option to apply a multiplier / factor when extracting data or journals.
- Added ability to exclude users from the 'release sessions' task.
- Added display of log file errors when loading web documents.
- Added option to load ownership data in 'load data' task.
- Added option to force translate.
- Added ability to extract and load .app files using the metadata tasks.
- Added optimisation to translation task, particularly for users on low-bandwidth installations.
- Added option to automatically extend date mappings for time variables to future years.
- Added facility to automatically re-logon after system changes.
- Added debug mode (accessible using the Windows 'start' menu) for easier troubleshooting.
- Changed evaluation of inactive / active entities when promoting descendants of a specified entity using the promotion task in an application using org by period.
- Changed metadata caching for faster start-up on low-bandwidth installations.
- Fixed issue leading to no records being extracted when extracting '<Entity Curr Adjs>' in extract value task.
- Fixed duplicate entities when extracting multiple hierarchies using extract value task.
- Fixed minor issues in user interface of 'load data' task.
- Fixed user interface issues preventing long filenames being viewed on certain tasks.
- Fixed error message occurring if no currencies selected on the default POV.
- Fixed dynamic POV on 'extract value' task.
Version 2.1.1.0
- Added task to 'copy journals'.
- Added option to display a checkbox on the promotion / rejection tasks to select whether inactive entities are promoted. This is located under 'options' -> 'general'.
- Added support for 64-bit HFM.
- Fixed character encoding issue when extracting web documents containing characters such as 'öiü'.
- Fixed occasional 'value does not fall within expected range' error message when opening journal periods.
- Fixed bug causing consolidations to be carried out when 'starting' an entity using process management.
- Fixed issue to allow variables to be used in the 'copy data' task.
- Fixed performance issue arising when rejecting locked entities.
Version 2.1.0.1
- Added 'view' selection (i.e. YTD / periodic) to 'extract value' task.
Version 2.1.0.0
- Added task to release inactive sessions from the server. (Inactive sessions may accumulate on the server if users do not log off HFM.)
- Added support for process management by phase. This automatically promotes previous phases and rejects subsequent phases as required.
- Added variables to dynamically specify the current year and period. Please refer to the section in the manual titled 'working with variables' for further details.
- Added functionality to archive the 'data audit log'. During the archiving process, the Maestro will split the log into separate files for each scenario / year combination, to make data changes easier to locate.
- For the 'extract data' task, the output can now be generated in the form of a zip archive.
- Added support for locking and unlocking parent entities.
- Added option to include system accounts automatically when extracting and copying data. By default, this is set to 'on'.
- Added task to delete invalid records.
- Added ability to extract journals for any entity selection e.g. member lists and any value member. The value selection is visible if the extraction drop down box is set to 'journals' only.
- Added options when loading security.
- Copy data functionality can now copy to different periods, including copying one source period to many destination periods.
- Copy data task can now copy system accounts only if required.
- The number of units processed is displayed when promoting or rejecting.
- Change to storage of user preferences. These are now stored in separate files per Windows user. Existing preferences will be updated transparently to the user. Three locations are checked (in order) for preferences:
- The user's inidividual preference file, stored in the '\config' folder.
- The '\config\Default.xml' file. If a preference file is found here, it will form the basis of preferences for all new users of the machine.
- The 'EPMMaestro.ini' file for compatibility with previous versions.
- Added facility to set defaults for scenario selection when building tasks.
- Fixed issue causing error message when processing journals.
- Fixed bug occasionally causing one line on the task list interface to be repeated several times after loading a new task flow.
- Fix for tab-order in web logon form.
Version 2.0.2.2
- Allows rejection of packs to a specified review level.
- Fix to allow the software to work on 64-bit operating systems.
- Fewer consolidations are performed when promoting a hierarchy that is impacted (i.e. needs consolidation).
Version 2.0.1.4
- Added 'extract value' task to Maestro. This is the equivalent of the web-based utility. This task is initially disabled (as performance is highly dependant on connectivity). Highlight the mouse over the task icon for instructions on how to enable it.
- The 'extract value' task supports filtering by account / custom dimension / ICP lists. Only base members can currently be extracted.
- Added option to display parent scenarios when building tasks.
- Stability improvements.
- Fixed issue causing failure when using the 'open journal period' task.
- Added ability to extract journal templates.
Version 2.0.0.2
- Fixed performance issue when displaying the HFM error log generated as part of a load data or load metadata / rules task.
Version 2.0.0.1
- The 'windows scheduled task' task can launch a task depending on whether a specified file exists.
- Added additional error trapping for the logon process.
Version 2.0.0.0
- Updated user interface. Hover over a button to see its purpose.
- The Maestro can automatically search for and download updated versions from the Internet.
- License keys are now implemented to allow evaluation versions to be produced.
- Uses Microsoft .net framework 2.0. This change is necessary to support newer operating systems and provides enhanced functionality.
- Fixed issue causing errors during scheduled tasks when logged on as a different user (or not logged to Windows).
- Added option to attach the task flow log when using the 'send email' task. Other bug fixes have also been made to this task.
- Enhanced comment handling for promotion and rejection tasks, which are now consistent with the web utilities.
For change logs of version 1.X, please see the readme file in the product.