Tuesday, November 17, 2015

HFM Task Audit

So I need the ability to see who modified HFM and figured using HFM Task Audit was the best approach.

You can use the Task Audit feature to view the tasks performed by users where you can filter audited tasks by date range, application server, user, and task performed.

Keep in mind, only users assigned the Administrator role can perform a task audit.

These user activities are logged in the task audit:


  • Idle
  • Rules Load
  • Rules Scan
  • Rules Extract
  • Consolidation
  • Chart Logic
  • Translation
  • Custom Logic
  • Allocate
  • Data Load
  • Data Extract
  • Data Extract via HAL
  • Data Entry
  • Data Retrieval
  • Data Clear
  • Data Copy
  • Journal Entry
  • Journal Retrieval
  • Journal Posting
  • Journal Unposting
  • Journal Template Entry
  • Metadata Load
  • Metadata Extract
  • Member List Load
  • Member List Scan
  • Member List Extract
  • Security Load
  • Security Scan
  • Security Extract
  • Logon
  • Logon Failure
  • Logoff
  • External
  • Metadata Scan
  • Data Scan
  • Extended Analytics Export
  • Extended Analytics Schema Delete
  • Transactions Load
  • Transactions Extract
  • Document Attachments
  • Document Detachments
  • Create Transactions
  • Edit Transactions
  • Delete Transactions
  • Post Transactions
  • Unpost Transactions
  • Delete Invalid Records
  • Data Audit Purged
  • Task Audit Purged
  • Post All Transactions
  • Unpost All Transactions
  • Delete All Transactions
  • Unmatch All Transactions
  • AutoMatch by ID
  • AutoMatch by Account
  • IC Matching Report by ID
  • IC Matching Report by Acct
  • IC Transaction Report


The task audit log includes this information:

  • Username
  • Activity performed
  • Activity start time
  • Activity end time
  • Server name
  • Description
  • Current module

Keep in mind, the Task Audit feature is available only in the Financial Management Web user interface.

The task audit log information is stored in a table (APPNAME_TASK_AUDIT). You can back up or extract the information in the table. You should monitor the log size and clear it on a regular basis.

To perform a task audit:
Select Administration, then Task Audit (you must have an application open for the Task Audit link to be available.)

Optional: You can filter the audit by selecting criteria:

Enter a start date and an end date.

Tip:
Click to select dates from a pop-up calendar.

From the Server Selection list, select a server, or select All.

From the User Selection list, select the user to audit, or select All to audit all users.

From the Task Filter list, select the task to audit, or select All to audit all tasks.

Click View.

The tasks that meet the filtering criteria are displayed. Tasks are sorted from most recent to least recent, as shown in this example.

Optional: To export the audit information to a CSV file, click Export, and follow the download instructions.

Optional: To delete the entries from the log, click Clear Log to delete the entries from the log.

Note:
When you clear the log, a record of the clear remains in the log and cannot be erased.

No comments: