Version 10.2.1.6

• 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.

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.

Version 10.2.1.0

• Added member selectors to 'extract value' and 'filtered copy / clear data' tools.
• Added batch processing (i.e. multiple reports from a pre-defined list) to audit report in 'security matrix tools'.
• Fixed overflow error and enhanced performance of 'security matrix tools'.
• Fixed page not found error in 'journal to data' tab of journal generator in HFM 11.1.1.3.
• Fixed occasional overflow errors when using the extract value task in HFM 11.1.

Version 10.2.0.0

• Added ability to automatically split wide 'security matrix' output onto multiple Excel tabs.
• Added ability to export all dimensions to one Excel spreadsheet in 'Hierarchy to Excel' tool.
• Added 'nested groups' report to security matrix.
• Added colour coding to distinguish between user rights gained through direct membership of a group vs membership of a child (nested) group.
• Added native Excel output to 'hierarchy to Excel', 'security matrix', 'process tracker' and 'dimension helper' tools.
• Added option to select between xls and xlsx output.
• Added ability to export security access rights for other dimensions e.g. account, custom dimensions.
• Added 'security matrix tools' to provide additional off-line analysis of security matrix output.
• Added org by period support to 'metadata validator' tool.
• Added option to restrict translation (using elevated rights) to users with view / all access to the translated entitites.
• Added additional configuration options to 'filtered copy clear data' tool.
• Changed display of 'admin' rights in security matrix.
• Changed download of Excel output to use download links instead of streaming. This avoids downloads being blocked by Internet Explorer.
• Fixed missed promotions in org by period application where the top parent contains lower case characters.

Version 2.1.4.0

• Added new utility 'news manager'.
• Added support for phased submissions to 'process tracker'.
• Added optional output of aggregation weights of custom dimensions to 'hierarchy to Excel' utility.
• Added configuration options for 'filtered copy/clear data' tool to hide parts of the interface if not required and restrict POV selection.
• Added option to apply a factor to 'extract value' tool.
• Added configuration options for 'translator' tool to allow different translation currencies per application.
• Fixed errors occurring if a standalone web repository is launched before Web Symphony is initialised.
• Fixed missing records if using the filter copy / clear data at <Entity Curr Total>.
• Fixed incorrect value displayed for validation error if validation account has custom dimensions attached.

Version 2.1.1.0

• Added performance optimisations to 'security matrix' utility, particularly using System 9 and above.
• Added column for validation errors to last changes report in the 'process tracker'.
• Added option to 'dimension help' tool to show input members based on no-input rules and the user's security.
• Added option to shade calculated accounts and custom dimensions in the 'hierarchy to Excel' utility.
• Added option to shade inactive entities in the 'hierarchy to Excel' utility.
• Added error reporting to 'security matrix' utility when evaluating users in groups.
• Added option to output currency when using the 'extract value' task.
• Changed evaluation of inactive / active entities when promoting descendants of a specified entity using the 'auto promote reject' tool in an application using org by period.
• Fixed duplicate entities when extracting multiple hierarchies using extract value task.
• Fixed issue leading to no records being extracted when extracting '<Entity Curr Adjs>' in extract value utility.
• Fixed missing attributes in 'hierarchy to excel' tool when selecting 'all attributes' format.
• Fixed leading zeros being dropped in the label column of the 'hierarchy to excel' utility.
• Fixed missing option to display ownership in 'hierarchy to excel' tool in applications not using org by period.
• Fixed display of entity type i.e. base or parent, where an entity changes from a parent to base entity in an org by period application.

Version 2.1.0.0

• Added new utility 'metadata validator'. This utility provides exception reporting on metadata based on various customisable rules.
• Added new utility 'web repository'. This utility allows files to be accessed (and possibly uploaded) by users of your intranet and HFM. Files can be public (viewable by everyone, regardless of access to HFM) or protected by security.
• Added new utility 'filtered copy / clear' data. This utility provides the ability to copy and clear data, filtered using account and custom dimension member lists.
• Added ability for 'extract value' task to extract any combination of base and parent members for accounts, custom dimensions and ICPs.
• Added support for process management by phase to 'auto promote / reject' utility. This automatically promotes previous phases and rejects subsequent phases as required.
• Added support for 64-bit HFM.
• Added option to display a checkbox on the 'auto promote / reject' utility to select whether inactive entities are promoted.
• Added additional report in 'security matrix' called 'users in groups' which shows all users contained within each group (for HFM 9.2 and above).
• Added ability to produce a filtered ICP hierarchy in the 'hierarchy to excel' utility.
• Added visual indicator when tasks are processing.
• Added 'view' selection (i.e. YTD / periodic) to 'extract value' utility.
• Added column to show whether entities are locked to the last changes report in the process tracker.
• Fixed issue re: evaluating active entities in an org by period application, particularly applications that use a 'DefaultValueForActive' of zero. An additional setting is available in the 'globalsettings.xml' file to address this.
• Fixed performance issue arising when rejecting locked entities.
• Fixed performance issue in journal generator utility when converting long journals to data.
• Fixed error message when running the 'journal generator' utility in an application containing no journal groups.

Version 2.0.1.0

• Added new version of message banner. This is compatible with all HFM versions from 3.X to 9.3.
• Added new utility - 'journal generator'. This allows adjustments to be entered as data input and then to be subsequently converted into journals. The beta version of this utility was successfully used during the year-end of one of our clients.
• The 'security matrix' can be run on specified entities when running the 'Users / Groups against Entities' matrix.
• Added a matrix for 'Users / Groups against Roles' to 'security matrix'.
• For versions of HFM from 9.2 onwards, the 'security matrix' tool can optionally display the users within each group on the matrix.
• In 'auto promote/reject' utility, the utility can be configured to ignore inactive entities (in an org by period application) or process them. The setting for this can be changed through the 'manage configuration' utility using the 'globalsettings.xml' file.
• In 'auto promote/reject' utility, fewer consolidations are performed when promoting a hierarchy that is impacted (i.e. needs consolidation).
• The number of units processed is displayed in the 'auto promote/reject' utility.
• The 'dimension helper' utility now identifies members of the custom dimensions which are calculated and shades them green on the output spreadsheet.
• Fix to ensure that special characters, such as 'öiü' display correctly when output is generated in Excel.
• Added custom error pages for easier troubleshooting.

Version 2.0.0.5

• Added option to filter active entities when extracting the entity hierarchy to Excel.
• Fix for missing cells in security matrix where 'metadata' access is present.

Version 2.0.0.1

• Various minor changes for compatibility with HFM 9.3.1.

Version 2.0.0.0

• Enhanced user interface, including the ability to type options into drop-down boxes.
• Addition of end-user help documentation, which can be customised.
• New translation utility.
• Ability to specify a process level when rejecting using the process management tool.
• Many other enhancements throughout the utilities.