TaskAudit and DataAudit Automation in Hyperion Financial Management (HFM)

Automation of TaskAudit and DataAudit in HFM

Table of Contents

1.       Introduction

2.       Scheduling the Command Script via Task Scheduler

3.       Invoking the Main Script TaskAudit_Email_Final.cmd

4.       Task and Data Audit Core Script

5.       Powershell Script for sending Reports as attachment

6.       Archive Folder

7.       Script Details

1.   Introduction

Task and Data Audit is data which every organization need on particular timeframe. In order to mitigate the risk to run over the Production Manual, script is been used to run on the specific time which reduce the Manual Work Load and intervention.

2.   Scheduling the Command Script via Windows Task Scheduler

Using the Windows Task Scheduler this script is scheduled to run the script every 1^st of Month at 6 AM.

Location of Script: <Drive>:\TaskAuditAutomation

3.        Invoking the Main Script TaskAudit_Email_Final.cmd

Task Scheduler is going to invoke the TaskAudit_Email_Final.cmd script which consists of 2 scripts.

a)    TaskAudit.cmd

b)   final_sendemail.PS1

4.        Task and Data Audit Core Script

TaskAudit.cmd is the core script which generate the Task Audit and Data Audit in below mentioned folder. You can choose any folder like <Drive>:\TaskAuditAutomation\Reports folder

Data Parameter is defined in TaskAudit.cmd which will take last month 1^st Day and last month last day, so that it will satisfy the required of taking Task Audit and Data Audit for last month.

5.        Powershell Script for sending Reports as attachment

final_sendemail.PS1 is PowerShell script which will take the report from the <Drive>:\TaskAuditAutomation\Reports folder and send to the desired recipients.

6.        Archive Folder

Once the mail is sent then TaskAudit_Email_Final.cmd script will archive the Reports which are generated to <Drive>:\TaskAuditAutomation\Reports\Archive Folder.

7.        Script Details

a.     TaskAudit.cmd

<Drive>:\Oracle\Middleware\EPMSystem11R1\products\FinancialManagement\Utilities\hfmauditextractcmdline_x64.exe -u "<Drive>:\Oracle\Middleware\EPMSystem11R1\products\FinancialManagement\Server Working Folder\<HFM_Server>.udl" -d <Drive>:\TaskAuditAutomation\Reports -a <HFM_Application_Name> -l; -s %moon% -e %sun% -t Enabled -x Enabled

b.     final_sendemail.PS1

$files=Get-ChildItem “<Drive>:\TaskAuditAutomation\Reports\” | Where {-NOT $_.PSIsContainer}

$smtpServer = "(Exchange Server or MailBox Server Name)"

$msg = new-object Net.Mail.MailMessage

$smtp = new-object Net.Mail.SmtpClient($smtpServer)

$msg.From = "Your email id or Mailbox id"

$msg.To.Add("Your email id or Receipent Email id")

$msg.Subject = "TaskAudit and DataAudit Report"

$msg.Body = "<b>Greeting for the day!!!</b><br><br><br>Please find the attachment for the TaskAudit and DataAudit for the last month <b>$Server</b><br><br><br> Have a Nice DAY! <br><br><br>Best Regards, <br>Hyperion Team"

$msg.IsBodyHtml = 1

Foreach($file in $files)

{

Write-Host “Attaching File :- ” $file

$attachment = New-Object Net.Mail.Attachment –ArgumentList <Drive>:\TaskAuditAutomation\Reports\$file

$msg.Attachments.Add($attachment)

}

$smtp.Send($msg)

$attachment.Dispose()

$msg.Dispose()

c.      TaskAudit_Email_Final.cmd 

echo off

call <Drive>:\TaskAuditAutomation\TaskAudit.cmd

Timeout /t 5

PowerShell -NoProfile -ExecutionPolicy Bypass -Command "& '<Drive>:\TaskAuditAutomation\final_sendemail'"

Timeout /t 5

move <Drive>:\TaskAuditAutomation\Reports\*.* <Drive>:\TaskAuditAutomation\Reports\Archive