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Change Log

Key: 

   J     Change affects EPM Maestro Java Service for HFM 11.1.2.4 / 11.2 and above 
  N Change affects EPM Maestro .Net Service for HFM 11.1.2.3 and below  
  C Change affects EPM Maestro Client
  S Change affects EPM Maestro Scheduler Service
  W Change affects EPM Web Symphony

Version 26.3.0.0

  • (CJSW) Added Estate functionality for improved security.
  • (CS) Added Scheduler Service. This is an optional component.
  • (J) Added health-monitoring endpoints /health/live and /health/ready.
  • (C) Added notifications for expired tokens when using Microsoft and Google email providers.
  • (J) Added command lines to Jar Copy Tool to schedule syncing of Jars.
  • (W) Added SSL Certificate expiry to Config Tool overview page.
  • (C) Updated frameworks.

Version 26.2.0.3

  • (CW) Fixed error 404 registering Web Symphony service with EPM Maestro Client.

Version 26.2.0.2

  • (W) Web Symphony upgraded to ASP.Net Core Runtime 10. Use the new installation guide to move to Web Symphony for .Net 10.
  • (J) Fixed unnecessary entity filtering when extracting journals for all entities.
  • (J) Improved reliability of progress messages for long running tasks.
  • (C) Fixed minor layout issues when changing DPI.

Version 26.2.0.1

  • (JC) Added ERPI Load, ERPI Scan and ERPI Extract to task audit activities.
  • (C) Added setting to allow connection to new Web Symphony service.

Version 26.2.0.0

  • (C) EPM Maestro Client upgraded to .Net 10 Desktop Runtime.
  • (C) Added modern scaling for sharper text on high dpi screens. A vector-based theme is recommended for high dpi screens.
  • (C) Added vector icons for high dpi screens. The previous icons are selectable as a 'classic' set.
  • (C) Added support for dark themes.
  • (JCW) Updated frameworks.

Version 25.4.0.2

  • (JC) Added options to extract and clear Task Audit Log information one activity at a time.
  • (C) Added retry functionality for additional file system errors.
  • (J) Autoreversal journals (system-generated) are now skipped in the Copy Journals task.

Version 25.4.0.1

  • (W) Force TLS 1.2 on outgoing SSL connections.
  • (J) Skip consolidations on periods where the top parent is locked. 

Version 25.4.0.0

  • (C) Added detection of variable changes whilst EPM Maestro Client is open.
  • (JW) Added parent.child option to Metadata Validator.
  • (W) Added 'Environment Mapping' to Web Symphony Configuration Tool to automatically change Service, Cluster and Application values to the appropriate values for the current environment e.g. following an application copy.
  • (JCW) Updated frameworks.

Version 25.1.0.5

  • (C) Added console commands for Global Settings Manager tool.
  • (C) Fixed 'no days of the month are selected' error when the scheduled task is not monthly.
  • (W) Force TLS 1.2 on outgoing SSL connections.

Version 25.1.0.4

  • (C) Added option to schedule tasks for the last day of the month or multiple specified days within a month.

Version 25.1.0.3

  • (C) Added option to load data files with filenames matching specified patterns, including wildcards, within a specified folder.

Version 25.1.0.2

  • (C) Fixed "Object reference not set to an instance of an object" error when selecting Processes in automation module.
  • (W) Added Direct Users in Groups report to Security Matrix showing direct membership only.

Version 25.1.0.1

  • (C) Fixed errors when sending email not returning a non-zero return code in batch scripts.

Version 25.1.0.0

  • (JC) Added options to extract and load 'Phased Submission Group Data'.
  • (JC) Added ability to extract a single Task Audit activity only.
  • (JCW) Updated frameworks.

Version 24.2.1.2

  • (C) Fixed "Object reference not set to an instance of an object" error when selecting Processes in automation module.

Version 24.2.1.1

  • (C) Added ability for Wait task to use database views in addition to database tables.
  • (JC) Fixed some intermittent 'file in use' and 'file not found' errors.

Version 24.2.1.0

  • (C) Added dynamic tokens for service and cluster to log file naming convention.
  • (C) Fixed unable to save log file naming convention in Global Settings Manager.
  • (J) Fixed order of validations in Last Changes report in Process Tracker.

Version 24.2.0.9

  • (JC) Added option to Extract Metadata task to extract ICP, Values and System Accounts.
  • (C) Fixed 'Object reference not set to an instance of an object' for Command 14 in error log.

Version 24.2.0.8

  • (C) Added buttons to reorder input files in Process Text Files task.
  • (C) Fixed task status in Automation displayed as number instead of text.
  • (C) Fixed selector button error when creating Scenario or Entity variables.

Version 24.2.0.7

  • (C) Added replace functionality for Windows User ID to automation defaults tab of Global Settings Manager.
  • (C) Added option to Extract Value task for value field to be shown as currency, label or default.
  • (W) Fixed session-related errors in Repository.
  • (W) Fixed errors after saving settings in Manage Configuration tool.

Version 24.2.0.6

  • (W) Fixed error generating document links in Manage Configuration tool.

Version 24.2.0.5

  • (W) Added settings to set defaults for Process Tracker.

Version 24.2.0.4

  • (W) Fixed invalid argument error when creating a new Metadata Validator report.
  • (JC) Added duplicate application task to copy an application within the same environment.
  • (C) Changed Copy tasks to use the dynamic Point of View where applicable.

Version 24.2.0.3

  • (JC) Added extract of Metadata Load Difference logs when extracting Task Audit logs.
  • (J) Added auto population of DSN information for Extended Analytics task unless manually specified.
  • (C) Added check to wait task when waiting for a thread that is never started.
  • (C) Fixed duplicate descriptions for some tasks in task flow log.

Version 24.2.0.2

  • (JW) Added Parent.Child field to Export Hierarchy To Excel to assist building spreadsheets.
  • (CW) Added option to include group descriptions in column headers of Security Matrix.
  • (JC) Added option to promote entities from specified review levels only.
  • (CW) Updated Frameworks.
  • (W) Various backend enhancements.

Version 22.4.1.2

  • (C) Added missing tasks to Clear Task Audit log task.
  • (C) Added save button to activity viewer.
  • (C) Increased number of rows shown in activity viewer.

Version 22.4.1.1

  • (JC) Added entity optimization option for lock task.

Version 22.4.1.0

  • (J) Fixed incompatibility with Payara 6.2023.10.

Version 22.4.0.9

  • (C) Fixed parent folders not automatically created when extracting data.
  • (J) Fixed error extracting standard and recurring journal templates together.
  • (C) Changed scheduled task caching for 'execute scheduled task' task.

Version 22.4.0.8

  • (C) Added 'basic (.Net Framework)' email provider to Client Settings for greater compatibility with NTLM authentication.
  • (C) Fixed 'error deleting temporary file' when sending email.
  • (C) Fixed 'input string was not a correct format' when opening an older existing process journals task using criteria.
  • (J) Changed entity optimization option for unlock task.

Version 22.4.0.7

  • (C) Added option for not storing Windows password for scheduled tasks to Global Settings Manager and automation module.
  • (W) Fixed unable to paste images into News Manager.

Version 22.4.0.6

  • (JC) Added Extended Analytics DSN settings related to SSL.

Version 22.4.0.5

  • (C) Fixed unable to compress files > 2GB using the compress files task.

Version 22.4.0.4

  • (C) Added option to include folder structure when zipping folders.
  • (C) Added locking and unlocking tasks to Task Audit extract.
  • (W) Fixed error downloading document links.

Version 22.4.0.3

  • (JC) Fixed unable to load selected web documents into the root folder.
  • (JC) Fixed errors during web documents load not displayed in log.
  • (C) Fixed unable to load selected web documents with filename containing '!' character.
  • (W) Fixed timeout error when downloading document links.

Version 22.4.0.2

  • (JC) Added option for loading metadata in merge mode.
  • (C) Added 'datestamps' tab to Global Settings Manager to allow defaults for date and timestamp formats used in filenames to be changed.
  • (CW) Changed Excel output mechanism.
  • (C) Fixed 'input string was not in a correct format' error when selecting a task flow to automate.
  • (W) Fixed 'shade inactive entities' option not working in Hierarchy To Excel tool.

Version 22.4.0.1

  • (JC) Added Journal Reports task.
  • (JC) Added enhanced criteria for Process Journals and Copy Journals tasks to include journal status (e.g. Posted) and multiple criteria.
  • (W) Updated policies.
  • (CW) Updated frameworks.

Version 22.1.0.4

  • (JW) Added option to select a subset of users / groups in Security Matrix.
  • (C) Added option to Process Management Exceptions task to email the admin summary only if exceptions occurred.
  • (W) Fixed error when clearing data in Journal Generator.

Version 22.1.0.3

  • (J) Added automatic logon retry for logon failure caused by The System was unable to find the Datasource process (EPMHFM-66054)
  • (JC) Added missing options in standard Copy Data and Clear Data tasks.
  • (JCW) Added destination value of [None] to Filtered Copy / Clear tasks.
  • (C) Changed file extension of emailed files from compare metadata task from app to txt.
  • (C) Changed order of member drop-down boxes to [Hierarchy] order.
  • (C) Added error trapping for file in use error after downloading extract files from Service.
  • (W) Fixed null reference error when running the Security Matrix in an application that contains no security.
  • (C) Added table of errors per thread when a combined task flow log is output.
  • (C) Fixed error copying file message when attaching log to email alert.
  • (W) Added option to prevent concurrent sessions to Web Symphony config tool.

Version 22.1.0.2

  • (J) Added automatic logon retry for logon failure caused by Unexpected Communication Error (EPMHFM-66030), Datasource taking longer to start (EPMHFM-66053) and Datasource in Recycle Mode (EPMHFM-69074).
  • (J) Fixed incomplete copy of [Active] account using filtered / copy clear.

Version 22.1.0.1

  • (C) Added option for UAC elevation when launching automation module.
  • (JC) Added line item detail options to extract value task.
  • (W) Fixed suppress detailed error information setting not saved.
  • (W) Fixed invalid calling page error when logging into repository.
  • (C) Fixed unable to save empty task flows.
  • (CW) Updated frameworks.

Version 20.3.1.2

  • (C) Added error trapping for file in use error after downloading extract files from Service.
  • (W) Fixed null reference error when running the Security Matrix in an application that contains no security.

Version 20.3.1.1

  • (C) Added table of errors per thread when a combined task flow log is output.

Version 20.3.1.0

  • (J) Fixed parents of inactive entities sometimes rejected unnecessarily.
  • (W) Added setting to check active entities only in Security Matrix by default.
  • (C) Fixed export process management task not completing.

Version 20.3.0.9

  • (JC) Fixed style sheets not applied to intercompany matching reports.

Version 20.3.0.8

  • (C) Fixed synchronize across time zones setting not saved in scheduled task.

Version 20.3.0.7

  • (C) Fixed global settings overwritten when changing Storage Location to an existing folder.

Version 20.3.0.6

  • (C) Added signatures to files.

Version 20.3.0.5

  • (C) Fixed task flow summary always appended when using the send email task.

Version 20.3.0.4

  • (JCW) Added option to show active entities only in Process Tracker.
  • (C) Added option to calculate task to check status and calculate using different Value members.
  • (W) Added session timeout setting for Web Symphony not IIS to configuration tool.
  • (C) Fixed journal extract files being incorrectly appended when using the extract to folder option.
  • (C) Fixed file in use error in some installations when sending email notifications.
  • (C) Fixed data file extracted as Unicode when set to extract in Codepage.
  • (J) Fixed balance type journal filter setting not working in extract journal task.
  • (C) Fixed some message boxes displayed when -noWindow command line switch used.
  • (C) Fixed error message 'the push type 2 was not valid' in Extended Analytics task.
  • (W) Fixed document links not working if Service name contains a space.
  • (W) Fixed 404 not found error in Global Settings Manager when registering Web Symphony Service using SSL.
  • (W) File and session-related fixes.

Version 20.3.0.3

  • (C) Added additional variable type (text) that does not relate to a HFM dimension. Text variables can be used in filenames.
  • (C) Fixed temp file build up when extracting using certain options. Excessive temp files can be quickly cleared using a command prompt 'del epmmtemp*' in the appropriate folder.
  • (C) Fixed journal extract to flat file has incorrect journal description where the journal description is empty.
  • (J) Fixed unexpected failed rejections for a limited user in an application using multiple submission phases.

Version 20.3.0.2

  • (C) Added dynamic tokens and variables for filename in wait task.
  • (C) Changed Extended Analytics period POV to wrap around if the start period is later than the end period. Dec -> Feb will process Dec, Jan, Feb.
  • (J) Fixed error 80070057 in rejection task in HFM 11.2.3.

Version 20.3.0.1

  • (J) Fixed multiple-language descriptions in Hierarchy To Excel tool.
  • (C) Fixed Splash Screen has already been displayed error during log on.
  • (C) Added switches when launching EPM Maestro through a command line. Neither of these are case sensitive and they can be located anywhere in the command line. "-nowindow" suppresses the EPM Maestro UI when run through a command line. "-logtoconsole" writes the EPM Maestro log to the command line window.

Version 20.3.0.0

  • (C) Added support for Microsoft and Google email using OAuth 2.0 protocol. These email types support Multi-Factor Authentication if enabled on the user's account and connect to web services instead of a traditional smtp server.
  • (C) Added option to Global Settings Manager for preferences of the scheduled task user to be edited by specified users.
  • (C) Changed default Client installation path.
  • (CW) Changed minimum .Net Framework version to 4.7.2.
  • (CW) Improved TLS 1.2 support.
  • (C) Changed to newer email framework.
  • (CW) Updated frameworks.

Version 20.2.0.3

  • (J) Added ability to ignore members when using a mapping in Journal Generator.
  • (J) Fixed incorrect scaling in Journal Generator when converting journals to data if an entity has a currency with scaling.
  • (W) Fixed error message 'the session may have timed out' error when pressing submit in Hierarchy to Excel tool.
  • (C) Fixed Splash Screen has already been displayed error during log on.

Version 20.2.0.2

  • (J) Fixed entities in Security Matrix shown in an incorrect order when 'use active entities' is checked.
  • (CW) Fixed time-out errors when running long Web Symphony reports through EPM Maestro Client.
  • (W) Fixed intermittent 'invalid progress message received from server' errors when running a Web Symphony report through EPM Maestro Client.

Version 20.2.0.1

  • (C) Added additional options for moving files to Global Settings Manager when changing the storage location.
  • (C) Fixed incorrect temp file location for intercompany matching reports and added automatic removal of these temp files.

Version 20.2.0.0

  • (JCW) Added 'Symphony Link' tasks to allow EPM Maestro to trigger and download the following EPM Web Symphony reports: Security Matrix, Metadata Validator, Hierarchy To Excel, Process Tracker. These reports can be scheduled, downloaded and optionally emailed using EPM Maestro. These tasks require both EPM Maestro and EPM Web Symphony to be installed and configured.
  • (JC) Added 'Select Server' task to specify an application server to use for the current thread in a task flow.
  • (CW) Updated frameworks.

Version 19.3.0.5

  • (C) Fixed Splash Screen has already been displayed error during log on.
  • (C) Added switches when launching EPM Maestro through a command line. Neither of these are case sensitive and they can be located anywhere in the command line. "-nowindow" suppresses the EPM Maestro UI when run through a command line. "-logtoconsole" writes the EPM Maestro log to the command line window.

Version 19.3.0.4

  • (C) Fixed cell-text not extracting in extract value task.

Version 19.3.0.3

  • (JCW) Added option to translate only active entities to EPM Maestro Client.
  • (JC) Added additional unlocking mechanism.
  • (JC) Fixed some data files not extracting in Unicode format by default. Unicode is the default encoding when extracting data files in HFM 11.1.2.4 / 11.2. To revert to the previous behaviour, options -> tasks -> character encoding -> codepage can be selected (this setting is per user).

Version 19.3.0.2

  • (C) Added dynamic tokens for filenames to export process management, create text file, process text file tasks.
  • (C) Added dynamic tokens based on the value of a variable, to be used in filenames.
  • (C) Added option to display all period levels in the period drop-downs when creating tasks.
  • (C) Fixed 'error registering task. Access is denied' error message on a machine with User Account Control enabled.
  • (C) Updated frameworks.

Version 19.3.0.1

  • (C) Added condition to execute a thread based on the value of a variable.

Version 19.3.0.0

  • (C) Added line numbers to list of tasks.
  • (C) Added button to move cursor or selected tasks to a specific line number.
  • (JCW) Added functionality to promote through intermediate review levels (e.g. Review Level 1) when promoting.
  • (JC) Added security changes task to monitor changes in application security.
  • (JC) Added checkbox for extracting data to Extract Value task.
  • (JW) Added member list selections to Security Matrix.
  • (C) Fixed period variables being case-sensitive in Extended Analytics task.
  • (W) Fixed exception if phase box not populated in Auto Promote Reject tool.
  • (CW) Updated frameworks.

Version 18.4.1.5

  • (C) Fixed Splash Screen has already been displayed error during log on.

Version 18.4.1.4

  • (C) Fixed cell-text not extracting in extract value task.

Version 18.4.1.3

  • (C) Fixed 'error registering task. Access is denied' error message on a machine with User Account Control enabled.

Version 18.4.1.2

  • (C) Added encryption tool for UDL files to help section.
  • (C) Fixed empty lines on summary when sending an email from a thread containing an imported task flow.
  • (J) Fixed missing ICP descriptions in Hierarchy to Excel output when running as a user with limited security access.

Version 18.4.1.1

  • (C) Added timeout setting to wait task.
  • (JC) Added display of JDK vendor to version information.
  • (J) Fixed error extracting root entities with a value member contained within square brackets.

Version 18.4.1.0

  • (C) Added overall task flow result when writing a combined log file using the task flow settings task.
  • (JC) Changed restart datasource task to reduce risk of timeouts where an application takes a long time to start up.
  • (JC) Fixed unable to extract quarterly data in a monthly scenario.

Version 18.4.0.9

  • (C) Added logs tab to task flow settings task, to allow a single log for all threads and the task flow log to be copied to a different location.
  • (JC) Added option to display Extended Analytics table prefix in log, instead of template name.
  • (JC) Fixed maximum of two Extended Analytics tasks running in parallel.

Version 18.4.0.8

  • (JCW) Changed extract data task to reduce risk of timeouts in long-running extracts.

Version 18.4.0.7

  • (J) Default parent is added automatically when extracting data for a value member that requires parent.child nodes where no parent has been specified.

Version 18.4.0.6

  • (J) Fixed too many errors logged when an error occurs during an 'equity pickup' task.

Version 18.4.0.5

  • (C) Added option to include summary, including timings of each task, in send email task.
  • (C) Added additional detail on Extended Analytics tasks to summary.
  • (J) Fixed 'could not find progress file' error if a task flow spans 4 days.

Version 18.4.0.4

  • (JC) Added tasks to extract and load Extended Analytics Templates.
  • (JC) Added task to export journal information (under 'administration' - 'export history').
  • (JC) Added 'intercompany matching reports' task under 'system reports' to generate built-in HFM intercompany matching reports.
  • (JC) Added option to leave journals unposted to the 'copy journals' task, so that posted journals in the source will be unposted (working) in the destination.

Version 18.4.0.3

  • (C) Changed 'execute scheduled task' task to display 'non-EPM Maestro related' scheduled tasks in the 'EPM Maestro' subfolder on a remote machine. This allows non-EPM Maestro scheduled tasks placed in this subfolder to be triggered on the remote machine.
  • (C) Fixed 'execute scheduled task' task not displaying scheduled tasks in the EPM Maestro subfolder on a remote machine.

Version 18.4.0.2

  • (C) Fixed data files appending across tasks when using a non-unique filename convention.
  • (J) Fixed 'Invalid Item ID' error when logging into EPM Maestro on HFM 11.1.2.4.208 (by replacing API option no longer working in PSU 208).

Version 18.4.0.1

  • (C) Added tasks to compress and decompress files.
  • (C) Fixed entities not matched in 'identify redundant members' task.
  • (J) Fixed duplicate promotions when publishing entities at submitted level.

Version 18.4.0.0

  • (C) Added multi-select to task list. This allows multiple tasks to be moved, deleted, annotated etc.
  • (C) Added comment task to add freeform text as a separate step in a task flow.
  • (C) Added color-picker to annotations dialog, to change background color of a task.
  • (C) Added display of entity member list to task list.
  • (C) Added summary of time taken / number of errors to the end of the task flow log.
  • (C) Added additional 'process files' tasks: create, copy, move, rename, delete.
  • (C) Added settings to Global Settings Manager to control access to 'process files' tasks.
  • (C) Added 'drives' tab to options menu for more reliable conversion of filename to UNC format.
  • (C) Added dynamic tokens for start time of task flow (in addition to current time), to provide a static timestamp that can be accessed across tasks.
  • (C) Added '[Children]' member list.
  • (JW) Added 'mapping' tab to Journal Generator to change members when converting between journals and data. e.g. if using a data type dimension.
  • (JW) Added 'extract data' button to Journal Generator to extract a journal as a data file.
  • (W) Added additional entity member list box to auto promote reject to allow base members only to be promoted.
  • (C) Changed menu of Global Settings Manager.
  • (W) Changed help files to docx format.
  • (CW) Changed display order of error messages.
  • (C) Fixed automation module always displayed in black theme.
  • (CW) Updated frameworks.

Version 18.1.1.1

  • (J) Fixed 'Invalid Item ID' error when logging into EPM Maestro on HFM 11.1.2.4.208 (by replacing API option no longer working in PSU 208).
  • (J) Fixed 'could not find progress file' error if a task flow spans 4 days.

Version 18.1.1.0

  • (C) Added 'lock to path' option to automation tab of Global Settings Manager.
  • (J) Added setting to change the number of logon retries and delay when an unexpected logon failure occurs.
  • (J) Fixed duplicate rejections in a scenario / year earlier than the phased submission start year
  • (J) Fixed folder not found messages when copying and clearing data.

Version 18.1.0.9

  • (W) Fixed Dimension Helper error when analysing an account that uses the keyword 'ALL' on Custom Top Member.
  • (C) Fixed delete scheduled task button giving 'the system cannot find the file specified' error.
  • (C) Security fixes for automation module.

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.
  • (C) Security fixes for automation module.

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.
  • (C) Security fixes for automation module.

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.