Is Finally Here!

To quote the music industry, Oracle Hyperion EPM version has dropped! has been one of the most anticipated releases since System 9 and the initial Fusion release. For those of you that are not familiar with the Oracle Hyperion EPM suite, each major release generally includes a migration utility that will help you move your existing applications up to the new release. As with any utility, there are obvious caveats but generally these have been bullet proof.

With the release, there was no migration utility. That meant that customers that wanted to upgrade to faced a difficult decision – wait for a migration utility in the release or rebuild your applications. While some chose to rebuild, many chose to wait (and wait, and wait). Unfortunately, the release was more than just a simple service pack and Oracle worked very hard to ensure that new product functionality and the migration utilities were well tested. As a result, what was originally planned for the Q3 2010 timeline was released on Friday, April 8, 2011.

You can download here.

Was it worth the wait? Let’s find out. Let’s take a look at select key new features and benefits of FDM as well as ERPi.



  • Office 2010 32-bit and 64-bit versions!
  • SAP R/3 4.7 (data loading as well as drill through)
  • Oracle Single Sign On (OSSO)
  • Oracle Access Manager (OAM)
  • Oracle Internet Directory (OID)
  • Oracle DB 11.2
  • Client Java version up to 1.6
  • SQL Server support
  • Oracle E-Business Suite 12.1.3
  • PeopleSoft 9.1 certification for data load, write back and drill through
  • SQL and DB2 support for PeopleSoft
  • Find function now works consistently in Maps
  • Clicking on Dimension map in Show Conversion Rules screen now navigates to the appropriate row
  • Fixed a connectivity bug that prevented drill through from Financial Management when using OracleDB.
  • Fixed a bug that could cause “Error Getting Data” message when executing data load rules that take longer than 15 minutes even though file generation does eventually
  • Unable to register an application with extended ASCII characters in the application name, dimension name, or member name.
  • When the data load is executed with an incorrect category you can run the process with incorrect category and no errors are displayed when you submit the data rule.
  • And now let’s take a moment to dig into some of the enhancements in this version. The most significant FDM specific addition, in my humble opinion, is Office 2010 support. Other the other hand, ERPi has added some key functionality for which I am very excited.

    It’s a common misconception that ERPi required the EPM suite (at least ERPi & FDM) to utilize an Oracle database. This was only true on The release DOES support the use of SQL Server if the appropriate patches are installed. The new architecture of ERPi (i.e., the use of DB LINKS to transfer data) was a technical hurdle that Oracle development had to overcome to enable the use of SQL Server in I’m very excited to see this additional option available to those clients that run their EPM suite on SQL Server.

    You now can select the YTD or Periodic amount for balance sheet accounts and income statements when defining the source filter options for a data load rule. This means that you no longer have to “extract zero balances” to get correct YTD information. This is a HUGE improvement!

    Typically adjustment periods are uniquely identified in the source system to record adjustment entries for the year-end or year-beginning process. In, you can now map the adjustment periods to ensure that the source system adjustment periods map correctly to the ERP Integrator periods.

    You now have three options to create HR Data Load rules

  • Copy an existing rule
  • Use a template to create the rule line definitions
  • Create the rule line definitions manually
  • These improvements, especially if you are using or are considering using ERPi, really tip the scales toward upgrading to/implementing v11.1.2.1. While there are a few things on the FDM roadmap – most notably FDM’s ability to natively load ASO application – that did not make their way into this release, I still strongly advocate this release.

    As with all my posts, feel free to leave comments or questions and I’ll happily get back to you.

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    2 Responses to Is Finally Here!

    1. Curro says:

      Just a suggestion.. it would be great to have an entry for leveraging FDM Hyperion Integrations (HFM to Essbase, Essbase to HFM). Would be nice to discuss about extracting data from HFM using FDM, etc…


    2. Curro says:

      Hi Tony,

      congratulations for your blog!!! It’s about time!!

      BTW, agree with you, FDM-ASO will be a great functionality


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