Integration With Planning

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Document:

Integrating FDM Applications with

Planning

Description:

(This Document covers configuring Financial Data QualityManagement (FDM) for a Hyperion Planning.)

History:

Version DescriptionChange

Author Publish Date

0.1 Initial Draft Gourav Atalkar 4-Aug-2011

Reviewed By: Amit Sharma

Business Intelligence Solution Providers | Hyperion PlanningIntegration with FDM

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Table of Content

1)Creating FDM application

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2)Installing and Configuring Hyperion planning Adapters

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3)Setting up Target Planning application parameter

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4)Updating Dimension Name and property in workbench

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1)Creating FDM application

Follow the steps required by your database provider to ensure that yourdatabase 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 yourWeb Server.Step: 2) Select , and enter the user name, password, anddomain 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 > FinancialData 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 HyperionEssbase adapters. Hyperion Essbase adapters enable interaction between theFDM application and the Hyperion Essbase applications.


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Adapters have two componentsDLL/EXE and XML metadata. DLL/EXE filescontain the system-specific instructions for interacting with target or sourcesystems. XML files contain all data that relates to the current FDM application.

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.


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Step: 6) In the navigation pane, expand Target System Adapters >

FM11x-G5-C.xml, right-click Machine Profile, and select Add Machine

Profile.


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3)Setting up Target Planning application parameter

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 (ifnecessary).c. Click Logon.

Step: 8) Select Administration > Application Settings

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


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Step: 12) Select Administration > Integration Settings.

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

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


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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 logonmethod:

Unified: The FDM user name and password are used to log on to the targetsystem. For this option to be usable, the target user name and password andthe FDM user name and password must be the same.

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 connectto the target system.Click Save.

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


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4)Updating Dimension Name and property in workbench

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 Planningapplication 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.

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


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You have successfully installed and configured FDM for a Hyperion Planningapplication


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Integration With Planning

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