EPM Maestro

 

Version 15.2.1.7

• Added 'lock to path' option to automation tab of Global Settings Manager.

Version 15.2.1.6

• Added file-based filtered copy task.
• Fixed overwriting of files when extracting data using a non-unique filename convention.
• Security fixes for automation module.

Version 15.2.1.3

• Fixed log retention settings in Global Settings Manager unable to be changed.
• Fixed 'pause task flow' checkbox cleared when editing command line task.
• Fixed clear data / copy data exporting from task audit log.

Version 15.2.1.1

• Added option to override scenarios in the Extended Analytics task.
• Added functionality to change filename when extracting metadata.
• Added file-based mechanism for filtered clear task.
• Fixed scenario / entity variables not available in copy data / copy journals tasks.
• Fixed consolidation member selector not working when selecting a single entity.
• Fixed Extended Analytics not working on an application containing more than 4 custom dimensions.
• Fixed Extended Analytics not working if the short names for custom dimensions have been changed.
• Fixed display issues when using a high DPI monitor.

Version 15.2.0.5

• Added view selector to 'extract value' task.
• Fixed alert emails sent when the task flow is set to repeat a step on error. The alerts are now sent on the final repeat only.
• Fixed line endings on extracts of multi-line cell-text sometimes converted to CrLf instead of Lf.

Version 15.2.0.2

• Added dense extract to 'extract value' task.
• Changed non-force calculation task to check if an entity needs calculating.

Version 15.2.0.0

• Added variables for scenario and entity dimensions.
• Added more flexible POV selection to the member selector.
• Added status criteria to the 'calculate' task e.g. calculate units that are impacted or with status of 'OK SC'.
• Added option to load and extract web documents to single folders as well as all documents.
• Added standalone delete star schema option to extended analytics task.
• Added email attachments to process management exceptions task.
• Added criteria for process management exceptions to be above or at a specified review level, as well as below.
• Added 'expand variables' button (on 'manage' tab) to show the current value of variables in the task flow.
• Added tooltips for value of selected variables when hovering the mouse over the variable name while editing a task.
• Added option to process journals for specified members of the value dimension only.
• Added option to global settings manager to specify a default file path when browsing to a task flow file for automation purposes.
• Added 'synchronise across time zones' option when scheduling tasks for daylight savings time.
• Added timeout setting for 'extract value' task to service configuration manager.
• Fixed intercompany transaction web documents not extracting.

Version 14.1.1.4

• Added option to disable default web proxy for http based binding.
• Fixed Extended Analytics extract format not detected correctly.
• Fixed temp files on service sometimes not cleared.
• Fixed parent-child value members (e.g. <Parent Currency>) not extracting when member list used.

Version 14.1.1.2

• Added option to repeat a step in a task flow if an error occurs.
• Added delimiter character setting to 'load data' task.
• Added exit code to allow batch script or external programs to determine if EPM Maestro ran without errors (0 = no error).
• Added option to specify column order when extracting data.
• Fixed 'extract value' task not freeing up memory under certain conditions.
• Fixed HsvDataCubes2 error when running a translation on an application using more than four custom dimensions.
• Fixed scheduled task editor only displaying a 12 hour clock in some regions.
• Fixed extended analytics template dimensions sometimes not evaluated correctly.
• Fixed data load errors not detected in HFM 11.1.2.1.600.

Version 14.1.0.1

• Added ability to specify a top parent for account and custom dimension dynamic member lists.
• Added option to 'extract metadata' task to extract specified dimensions only.
• Added option to extract journals to flat files.
• Added option to perform additional filtering for entities when extracting journal files.
• Added setting to allow anonymous connections to the EPM Maestro Service using a certificate.
• Added ability to use different automation (remote) settings per Service.
• Changed default client binding to 'tcp'.
• Fixed Service kept running if configuration error occurred.
• Fixed cluster and application not updated if changing service in the automation tool.
• Fixed 'compare metadata' task not working if comparing across two different services.

Version 13.2.0.9

• Added ability to use member selector with the consolidation task.
• Added setting to change 'clock skew'.
• Fixed UNC paths (\\server\share) not working with 'extract value' task.
• Reduced cache memory usage using 'extract value' task.

Version 13.2.0.3

• Fixed 'object reference not set to instance of object' error when using the 'filtered copy' task.
• Fixed promotions sometimes missed for entities active in some branches and inactive in others.
• Fixed error extracting 'entity curr adjs' using 'extract value' task.
• Fixed 'include system accounts when extracting or copying data' user preference being ignored.

Version 13.2.0.0

• Added support for configurable dimensionality (i.e. applications not using 4 custom dimensions).
• Added performance improvements to lock task.

Version 13.1.0.7

• Fixed 'unable to open file %0' error message when copying data.
• Fixed error when switching between two Services.
• Increased timeout setting between client and file transfer service.

Version 13.1.0.5

• Fixed invalid cast error when running the delete 'invalid records' task.
• Fixed list of applications not updating in the logon dialog when switching between two Services containing a single cluster.

Version 13.1.0.2

• Added 'Calculate Ownership' task.
• Added ability to include dynamic tokens (e.g. scenario / year) in an 'extract value' filename.
• Added cleaner icon style.
• Fixed 'extract value' task aborting if user rights are insufficient.
• Fixed inconsistent encoding for 'extract value' extracts spanning multiple scenarios / years if a user has Unicode enabled in HFM.
• Fixed 'release sessions' task not displaying list of clusters.

Version 13.1.0.0

• Removed all remaining dependencies of EPM Maestro Client on HFM Client.
• Moved licensing onto Service. Clients do not need a license key to connect to licensed Services.
• Simplified Service and Client configuration.
• Added 'Activity Viewer' tool (on the 'manage' tab) to display activity logs from within the EPM Maestro Client, including the ability to group, sort and filter by various fields.

Version 12.3.0.7

• Added EPM Maestro Service. This can be installed on the HFM web server (for all HFM versions) or locally (for HFM versions below 11.1.2.2). Several tasks now process within the Service - the remainder will be migrated in forthcoming updates.
• Added performance optimisations for process management in org by period applications.
• Added exception reporting / alerting for process management / data cell value under 'other tasks' -> 'analysis' -> 'process management exceptions'.
• Added ability to wait until a database cell equals a specified value to the 'wait' task.
• Added additional visual themes.

Version 12.2.0.0

• Added option to remove data, cell-text or line-item detail from files using the process text files task.
• Added compatibility with Microsoft .Net Framework 4.0.
• Fixed error occurring using the 'execute Windows Scheduled Task' task on a remote machine.
• Fixed occasional crash when aborting task flow.

Version 11.4.1.7

• 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.

 

EPM Web Symphony

 

Version 13.2.3.4

• 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.
• Added Web Symphony native users to manage access rights to 'manage configuration' tool.
• Changed default impersonation setting to false.

Version 13.2.2.9

• Added 'extract data' tool to provide access to classic extract data functionality where there is a performance difference between this functionality and the newer implementation.
• Added option to control filtering mode in drop down boxes i.e. match start of an item vs text contained in the item.
• Added timer test page (timer.aspx) for troubleshooting timeout issues.
• Fixed IsICP attribute in Hierarchy to Excel not outputting 'R'.
• Fixed message font size detected incorrectly for standard messages.
• Fixed incorrect URL in document link for activity viewer tool.
• Fixed error if a large number of custom dimensions is present in the application.

Version 13.2.2.3

• Added option to filter security matrix by active entities only.

Version 13.2.2.2

• Added streamlined logon process where single-sign on token not available.
• Fixed ICP top member not exported in hierarchy to Excel tool.
• Fixed dangerous request.path error when using web repository.
• Fixed dimension helper slowness on launch.
• Fixed process tracker sometimes not displaying promotion / rejection dates.
• Fixed journal generator tool error when converting very short journals to data.
• Fixed minor browser display issues.

Version 13.2.0.9

• Added facility to display descriptions in multiple languages to 'hierarchy to Excel' tool.
• Added display of dimension aliases to 'hierarchy to Excel' output.
• Added additional colours and bold text options to 'message banner' tool.
• Fixed error on copy / clear data tool if user has no access to retrieve account metadata.
• Fixed display of timezone in message banner sometimes not displaying correctly.

Version 13.2.0.4

• Fixed 'all dimensions' option in 'hierarchy to Excel' tool not working.
• Reduced cache memory usage using 'extract value' task.

Version 13.2.0.2

• Added support for configurable dimensionality (i.e. applications not using 4 custom dimensions).
• Added full compatibility with Internet Explorer 10.
• Added 'children before parents' option to 'hierarchy to Excel' tool.
• Added support for multiple Web Symphony sessions in a single browser session.
• Fixed promotions sometimes missed for entities active in some branches and inactive in others.

Version 12.1.1.2

• Added 'Activity Viewer' tool to view logs and files relating to users.
• Added ability to stop 'translator' and 'auto promote reject' tasks through the 'activity viewer'.
• Added performance optimisations for process management in org by period applications.
• Fixed message banner preview too small if compatibility mode is enabled in Internet Explorer 9.
• Fixed slow performance using some drop-down boxes with a large dimension.
• Fixed 'extract value' task aborting if user rights are insufficient.
• Fixed 'extract value' task not using user's HFM unicode preference.

Version 12.1.0.5

• Added full compatibility with Internet Explorer 9.
• Added option to set a default for the period and year that updates automatically (in the manage configuration tool).
• Added fast repromote option to Auto Promote / Reject tool.
• Added option to promote / reject inactive entities only.
• Added compatibility with HFM 11.1.2.2 (standard dimensionality).
• Added tool to generate HFM document links to the manage configuration tool.
• Added compatibility with Microsoft .Net Framework 4.0.
• Fixed issue typing in drop-down boxes in Internet Explorer 8 and Microsoft patch KB2586448.

Version 10.3.0.9

• Added ability for metadata validator to compare active entities across different scenarios, years and periods.
• Added display of application name in 'hierarchy to excel', 'process tracker' tools.
• Fixed timestamp on message banner not static.
• Fixed errors from download links where the user names contains spaces.
• Fixed error message in member selector when a search returns no results.
• Fixed process tracker not generating report if entity member list selected with a blank entity.
• Fixed rejection sometimes not working for limited users in application using phased submissions.
• Fixed 'extract value' task extracting zeros for no-data cells in certain circumstances.
• Fixed error extracting parent currency values in 'extract value' task.
• Fixed error message not displayed when an error occurs when enumerating clusters / applications.
• Fixed cluster drop down not refreshing the list of applications.
• Fixed error page not displayed where the error message contains XML tags.

Version 10.3.0.0

• 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'.
• Added 'storage location' setting to allow Web Symphony settings (and newsboard / banner messages) to be stored in a central location (e.g. network share) and accessed by multiple Web Symphony servers.
• Added automatic extract of destination point-of-view before processing to 'filtered copy / clear data' tool. For the location of the extract, please see the log. This functionality can be enabled / disabled using the manage configuration utility.
• Added copy mode setting (i.e. merge, replace) to 'filtered copy / clear data' tool.
• Added setting for default entity list selection (e.g. [Base] vs [Descendants]) to 'filtered copy / clear data' tool.
• Added facility for web repository tool to use a network share (UNC) as a repository root.
• Added more efficient download mechanism for secured files in a web repository.
• Added 'check for updates' button to the 'about EPM Web Symphony' link.
• Added new redirect page for HFM 11.1.2.
• Added new installation tool for newsboard / banner for EPM Workspace 11.1.2.
• Added 'enable detailed logging' setting to translator settings, to provide information for troubleshooting purposes.
• Added 'download' links to 'view logs' tool.
• Changed message banner to store messages in xml format.
• Changed rights required to translate an entity using elevated rights from 'read' to 'all'. This setting can be changed in the manage configuration tool.
• 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 following tools in HFM 11.1: extract value, copy / clear data, journal generator.
• Fixed hanging in 'filtered copy / clear data' tool where the user does not have access to the HFM database management security role.
• Fixed parent entity in 'filtered copy / clear data' tool with all inactive children (OBP) not being detected as a base entity.
• Fixed additional incomplete data rows output in 'extract value' when using a custom dimension selection containing both a child and its parent member.
• Fixed colour coding error on process tracker output.
• Fixed filenames of files downloaded from web repository not preserved in Firefox 3.
• Fixed menu text wrapping issues in Internet Explorer 8 and Firefox 3.

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.