H2O Converter – a simpler way to convert your applications to OneStream 11

Oh no, this is not about converting water to wine or fog to vodka. If you are here looking for some a miracle, then you are at the wrong place.

However, if you came looking for an option to convert your existing Oracle Hyperion Planning/Oracle Essbase application to OneStream platform, then read along. Before I can talk about H2O Converter, I would ask you to read the disclaimer section of this blog site. I hope you did read it, now that you are back I need to reiterate that all contents on this blog are mine and is not a reflection of OneStream Software or any other corporation.

Any recommendations provided here are not validated by OneStream software.

Hyperion to OneStream converter is a “Make your consultant life easier” tool. As the name implies, it helps you convert a Hyperion (Planning/Essbase) application into a OneStream application. The tool is intended to use as a starting platform only. (It means you cannot just use this tool to convert the application and be done with it :)) Both softwares tries to solve the problem in multiple ways and they are different, do keep that in mind when you use this utility.

At this point, H2O converter can convert metadata of Planning and Essbase into OneStream equivalent metadata file; it can also provide you with a readable/convertible security file for Planning.

H2O converter can convert both Oracle Essbase and Oracle Hyperion Planning applications.

For all the Essbase folks out there, you can use a

  • Database XML export
  • Flat files, for metadata

For all the Planning folks out there, you can use a

  • Planning LCM extract
  • Flat files, for metadata

Oracle Essbase conversion

To perform Essbase migration, you can provide the XML/file location

If you are using a file, provide the file delimiter, once done select a file location (full file path) for OS metadata XML file.

If you are using an Outline XML file, you can select the dimensions you want to convert using “Show dimensions.”

Make OS Dimension type

For selected dimensions, you can use the drop down to make them an OS dimension as shown above.

Attributes and UDAs to Text property

Attributes and UDAs can be converted to OS text types if this option is selected then attributes cannot be created as a dimension.

Caffeinated and Ounces attribute members got converted to Text property.

Market type UDA is converted to Text property.

Essbase formula and consolidation members

A file with all Essbase formula and the members with different consolidation other than addition is extracted and kept in separate files.

Oracle Hyperion Planning conversion

Planning LCM option will require you to unzip the file and select the Planning application folder.

You got same options like converting attributes, UDAs to Text property.

Security conversion

You can export the security assignment (if present in the LCM extract), this will create 3 files

  1. OS_SecurityDefinition – a file that can be used with another utility to produce a security file for OneStream
  2. OS_SecurityDefinition_All – a file that contains all definitions in a readable format
  3. OS_SecurityDefinition_Exception – a file that contains exceptions

Currency attribute to OS Entity currency

If Planning contains a current attribute dimension assigned to Entity dimension you can use this to convert to OneStream Entity currency.

Oracle Hyperion Planning account to OS Account type

If you are converting a Planning Account dimension, the utility will assign OS AccountTypes by looking at Planning Variance Reporting, Time Balance, and Planning Account Types. Following tables illustrate how the conversion works.

A file similar to one given below is produced after a successful conversion.

File based conversion

File extract works the same way for both Planning and Essbase.

You can only convert one dimension, and you can choose the OS dimension type and the name of the dimension.

You can read about H2O converter here.

You can download H2O converter using this link.

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11 thoughts on “H2O Converter – a simpler way to convert your applications to OneStream

  • Chuck Usher

    Hi Celvin, thanks for this work!

    I’m having an issue using this with a Planning LCM folder. Do any causes/resolutions jump out at you from the following errors?
    Thank you!

    May 10 2019 04:27:20 PM Conversion to OS started.
    May 10 2019 04:27:41 PM C:\Users\ChuckUsher\Desktop\Hyp_to_OS\Nightly_PROD_20170818_0000\HP-PLAN selected for conversion.
    May 10 2019 04:28:03 PM C:\Users\ChuckUsher\Desktop\Hyp_to_OS\Nightly_PROD_20170818_0000\HP-PLAN selected for conversion.
    May 10 2019 04:32:53 PM System.UnauthorizedAccessException: Access to the path ‘C:\Users\ChuckUsher\Desktop\Hyp_to_OS\Files to Load into OS’ is denied.
    at System.IO.__Error.WinIOError(Int32 errorCode, String maybeFullPath)
    at System.IO.FileStream.Init(String path, FileMode mode, FileAccess access, Int32 rights, Boolean useRights, FileShare share, Int32 bufferSize, FileOptions options, SECURITY_ATTRIBUTES secAttrs, String msgPath, Boolean bFromProxy, Boolean useLongPath, Boolean checkHost)
    at System.IO.FileStream..ctor(String path, FileMode mode, FileAccess access, FileShare share, Int32 bufferSize, FileOptions options, String msgPath, Boolean bFromProxy)
    at System.IO.FileStream..ctor(String path, FileMode mode, FileAccess access, FileShare share, Int32 bufferSize, Boolean useAsync)
    at System.Xml.XmlWriterSettings.CreateWriter(String outputFileName)
    at System.Xml.XmlWriter.Create(String outputFileName, XmlWriterSettings settings)
    at Hyp2OSMigration.PLNDimensions.BtnOSConvXML_Click(Object sender, RoutedEventArgs e) Exception caught.

  • Pete Cammisa

    Celvin, thanks for a great utility!

    One question – using the utility, is there a way to replace the restricted characters for OneStream since many customers have used them in their Essbase / Planning member names?


    • ckattookaran Post author

      Pete. There is none right now. However I can add that to it, something like replace all special characters with an underscore.

      • Pete

        Thanks, Celvin. Just a thought since so many Essbase/Planning customers used many of the characters like “-” and “&”. I even just saw member names with “#” in them. Enjoy the rest of your day.

      • ckattookaran Post author

        You can extract HFM metadata and directly import it to OS. Now all these are given as a starting point. There is no point in a lift and shift if you are not using the features of OS.
        I was looking at the knowledge article shared by a friend of mine (Jim) which talks about the EXCEL Metadata builder in MarketPlace. Seems like you’ll need some massaging for UD dimensions.

  • Srini

    Getting below error when trying to convert planning dimensions to OS format..tried this with both Planning and Essbase (outline extracted in xml format)

    Sep 03 2019 12:04:44 PM System.Collections.Generic.KeyNotFoundException: The given key was not present in the dictionary.
    at System.Collections.Generic.Dictionary`2.get_Item(TKey key)
    at Hyp2OSMigration.Dimensions.dimensiontagbuild(CheckBox box, Dictionary`2 chkboxvaluepairs, List`1 attrdims)
    at Hyp2OSMigration.Dimensions.BtnOSConvXML_Click(Object sender, RoutedEventArgs e) Exception caught.

    • ckattookaran Post author


      Can you please email me the screenshots, so that I can take a look? That is a generic error (I’ll update the logging mechanism in a later release) and would like to get more details.