FDQM Integration With Planning

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Document: Configuring Hyperion Planning with FDQM

Description: This is one of our documents from FDQM for beginner’s series. We are committed to provide the best learning documents, videos and training to the beginners for Hyperion and OBIEE technology. Document covers configuring Financial Data Quality Management (FDM) for a Hyperion Planning.

History: Version 0.1 0.1

Description Change Initial Draft Review 1st

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Gourav Atalkar Amit Sharma

4-Aug-2011 4th Aug 2011

Hyperion Planning Integration with FDM

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1) Creating FDM application Follow the steps required by your database provider to ensure that your database administrator account has rights to create a new database. Create user schema in oracle database:

Log on to FDM by performing the following actions: Step: 1) Open Internet Explorer and enter the following URL: http:///HyperionFDM/, where is the name of your Web Server. Step: 2) Select , and enter the user name, password, and domain of an account that can create FDM applications. Step: 3) Click Logon.

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Step: 4) On the General tab in the New Application form, enter the name, description, and path of the new application.

Step: 5) On the Database tab perform the following actions:

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Verify that the application was created successfully, and click OK.

Step: 6) Select Start > Programs > Oracle EPM System > Financial Data Quality Management > Workbench > Workbench Client.

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Step: 7) Select your application, enter the user name, password, and domain (if necessary), and click OK

2)

Installing and Configuring Hyperion planning Adapters

We use same adapter for Hyperion planning which we have used for Hyperion Essbase After you create an FDM application, you install and configure the Hyperion Essbase adapters. Hyperion Essbase adapters enable interaction between the FDM application and the Hyperion Essbase applications. Adapters have two components—DLL/EXE and XML metadata. DLL/EXE files contain the system-specific instructions for interacting with target or source systems. XML files contain all data that relates to the current FDM application. Business Intelligence Solution Providers

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Previously we have downloaded the following driver Hyperion Essbase adapter is highlighted one.

Step: 1) Extract the V17386-01.zip file to same directory you will get following zip files inside that.

Step:2) Extract the ES11x-G4E_1013.zip file to C:\Hyperion\products\FinancialDataQuality\SharedComponents.

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Step: 2) Open Financial Data Quality Management > Workbench > Workbench Client on the Adapters tab, select File > Import.

Step: 3) Select ES11x-G4-E.xml, and click Open.

Step: 4) On the General tab, select Integration Adapters, and click OK.

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Verify that the adapters are displayed in the Target System Adapters section on the Adapters tab

Step:5) Select File > Register Adapter.

Step: 6) In the navigation pane, expand Target System Adapters > FM11x-G5-C.xml, rightclick Machine Profile, and select Add Machine Profile.

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Step: 7) Log on to your application by performing the following actions: a. In Internet Explorer, enter http:///HyperionFDM/, where is the name of your Web server. b. Select your application and enter the user name, password, and domain (if necessary). c. Click Logon.

Step: 8) Select Administration > Application Settings

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Step: 9) In the System Code list, select ES11X-G4-E, and click Save.

Step: 12) Select Administration > Integration Settings.

Step: 13) In Integration Settings, perform the following actions:

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1) In the Options list, select Application name. 2) In the App Name box, enter the name of your Hyperion Planning application.

Step: 14) In Essbase DB Name enter the essbase database name:

Step: 15) In Integration Settings, perform these actions: In the Options list, select Logon Method. In the Method list, select a logon method: • Unified: The FDM user name and password are used to log on to the target system. For this option to be usable, the target user name and password and the FDM user name and password must be the same.

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• Global: The user name and password specified for global logon is passed to the target system. Users enter the same user name and password to connect to the target system. Click Save.

Step: 16) In Options Select Global Logon Information and specify there Planning login info

Step: 17) Move to Workbench Client and Expand the Dimension tab in Target system adapters We need to change and add the Dimension name according the Planning application for accessing it from the web client.

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Same way perform for all dimensions

Step: 18) Select Activities > Maps to test the connection to Financial Management.

Step: 19) Click Add to add a row.

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Step: 20) Click in the Target EB Account cell, and select Browse for Target Value.

You have successfully installed and configured FDM for a Hyperion Planning application

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