Knowledgebase: HFM
Users' private folders disappear after changing SharedServices Directory Provider
Posted by Priya Doyle, Last modified by Priya Doyle on 16 November 2010 01:32 PM


 Modified 27-JUL-2010 

Applies to:

Hyperion Financial Management - Version: 9.2.1.0.00 to 9.3.1.1.00   [Release: 9.2 to 9.3]
Hyperion Financial Management - Version: 9.2.0.0.00 to 9.3.1.2.00   [Release: 9.2 to 9.3]
z*OBSOLETE: Microsoft Windows Server 2003

Symptoms

Folders and documented created as "private" in HFM disappear after a change in the configuration of a Shared Services Directory Provider.

Changes

The name of the Shared Services Directory Provider where the user is contained was changed.

Cause

Financial Management stores an internal pointer to users in the form username@provider_name. If the name of the provider is changed, that pointer will break 

Solution

There are two ways of solving this issue.

Recreate the provider with the old name.

This is the easiest option.

  1. Log on Shared Services, either from Workspace under Navigate -> Administer -> Shared Services Console (or Authentication Configuration), or by going to http://<your-hss-server>:<your-port>/interop/ 
  2. Select Administration -> Manage Providers.
  3. As you cannot edit the name of an existing provider, you will have to recreate it. Click New and follow the wizard.
  4. Make sure the new provider has a higher priority than the old one (or delete the old one)
  5. Restart Shared Services and HFM

Modify the internal pointer

Make sure to take a backup of your Financial Management database before attempting this procedure.

This solution is more complex. It involves updating the database table storing the documents, pointing records to the new provider name. 

The table is your-application-name_RPTS, where "your-application-name" is the name of your HFM application. The column "CreatedUser" holds the pointers you need to update.

An example SQL command which would "restore" only one folder:

update your-application-name_RPTS set CreatedUser=your_username@NEWPROVIDERNAME where label like '%Your_Folder_Name%'

Note that:

  • "your_username" is the user ID of the person experiencing the issue.
  • "NEWPROVIDERNAME" is the new provider name in SharedServices.
  • "Your_Folder_Name" is the name of one of the "lost" folders.

You can find all private folder affected by the issue by looking at the Private field in the same table; a value of -1 means the object is marked as private.

This command is only an example, you should consult with your DBA to build a better query and update all the affected records.


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