'n this topic& you create an FDM application and data#ase. After creating the ne application& you install the standard reports and templates.
1 .
Follo the steps re@uired #y your data#ase provider to ensure that your data#ase administrator account has permission to create a ne data#ase.
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Bog on to FDM #y performing the folloing actions3
a. 0elect %tart& then !rograms& then Oracle E!M %ystem& then Financial Data Quality Management& then
e/ %er#er Components& and then e/ <ogon.
#. 0elect B2e$ pplication& and enter the user name and passord of an account that can create FDM applications.
c. 6lic! <ogon.
2ote; The specified account is added to the FDM application as an FDM administrator.
' .
7n the @eneral ta# in the 9e Application form& enter the name& description& path& and application group of the ne
application.
( .
7n the Data/ase ta# perform the folloing actions3
a. 'n the 7B: D ?rovider list& select %Q<O<ED= (0QB 0erver) or O-O<ED=.O-C<E (7racle). 'n this tutorial& you select 7racle.
#. :nter the data#ase service name and the user name and passord of the FDM data#ase administrator.
c. 6lic! O>.
) .
=erify that the application as created successfully& and clic! O>.
* .
9avigate to the E!MO-C<EHOMEproductsFinancialDataQuality%:aredComponents directory and open the FinancialDataManagement7-eports1111.9ip file.
This >'? contains the standard reports files for use ith 7racle or 0QB 0erver data#ases.
+ .
:tract the reports file for your data#ase to the
E!MO-C<EHOMEproductsFinancialDataQuality"estpp-eports folder. 'n this tutorial& you etract the
%tandard-eportsOracle111188cti#e.3ml file.
4 .
:tract the templates file to the E!MO-C<EHOMEproductsFinancialDataQuality"estppOut/o3"emplates folder.
6 .
0elect %tart& then !rograms& then Oracle E!M %ystem& then Financial Data Quality Management& then
orA/enc:& and then orA/enc: Client.
1 8 .
0elect your application& enter the user name and passord& and clic! O>.
11 .
0elect the -eport ta#& and then select File& and then Import.
1
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rose to here you un%ipped the %tandard-eportsOracle111188cti#e.3ml file& and clic! Open.
1 ' .
7n the @eneral ta#& select -eports and clic! O>.
1 ( .
?erform the folloing actions to log on to the FDM "e# client and vie the templates.
a. 0elect %tart& then !rograms& then Oracle E!M %ystem& then Financial Data Quality Management& then
e/ %er#er Components& and then e/ <ogon.
#. 0elect your application& and enter your user name and passord.
c. 6lic! <ogon.
1 ) .
'n the navigation pane& select "ools& and then "emplates to vie the imported templates.
Installing an" Configuring Financial Management #"apters
After creating an FDM application& you install and configure the Financial Management adapters. Financial
Management adapters ena#le interaction #eteen the FDM application and the Financial Management applications.
Adapters contain to componentsEDBB:G: and GMB metadata. DBB:G: files contain the system$specific instructions for interacting ith target or source systems. The GMB files contain all data that relates to the current FDM application.
'n this topic& you install the Financial Management adapters and create a connection to a Financial Management application.
1 .
7n the 7racle :$Delivery site& select Oracle Hyperion Financial Data Quality Management dapter for Financial Management, Fusion Edition -elease 11.1..1.8& and clic! Do$nload.
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0ave the 5)(41781.9ip file to a temporary directory.
' .
:tract the 5)(41781.9ip file to E!MHOMEproductsFinancialDataQuality%:aredComponents.
( .
0elect %tart& then !rograms& then Oracle E!M %ystem& then Financial Data Quality Management& then
orA/enc:& and then orA/enc: Client.
) .
0elect your application& enter the user name and passord& and clic! O>.
* .
7n the dapters ta#& select File& then Import.
The Open Metadata Import File dialog #o is displayed.
+ .
0elect FM1137@)7E.3ml& and clic! Open.
4 .
7n the eneral ta#& select Integration dapters& and clic! O>.
6 .
7n the dapters ta#& select File& then Import.
The Open Metadata Import File dialog #o is displayed.
1 8
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0elect FM11i7@)7E.3ml& and clic! Open.
11 .
7n the eneral ta#& select Integration dapters& and clic! O>.
2ote; FM11$H$:.ml is the standard 4FM adapter& and FM11i$H$:.ml is the 'ntercompany Detail adapter.
1
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=erify that the to adapters are displayed under "arget %ystem dapters.
1 '
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0elect File& and then -egister dapter .
1 (
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0elect fdmFM11G@)E.dll& and clic! Open.
1 )
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<ight$clic! FM11G7@)7E& and select Configure to configure the adapter.
1
* .
:nter the user name and passord of the FDM service account.
2ote3 The user name should #e the one that as used to configure the other FDM components.
1 'n the navigation pane& epand "arget %ystem dapters& then FM1137@)7E& right$clic! Mac:ine !rofile& and select
+
'n the dd Mac:ine !rofile dialog #o& enter the re@uired information3 0ource Machine is the FDM application server name.
Target Machine is the computer name or '? address of the application server or application cluster.
Optional; To override the logon method specified #y the integration settings& specify a user name& passord&
and domain for the local computer.
1 6
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?erform the folloing actions to log on to the FDM "e# client and vie the templates3
a. 0elect %tart& then !rograms& then Oracle E!M %ystem& then Financial Data Quality Management& then
e/ %er#er Components& and then e/ <ogon.
#. 0elect your application& and enter your user name and passord.
c. 6lic! <ogon.
8
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0elect dministration& and then pplication %ettings.
1
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'n the 0ystem 6ode list& select FM11G7@)7E& and clic! %a#e.
?erform the folloing actions to set up the Financial Management application.
a. 'n the 7ptions list& select pplication 2ame.
#. 'n the App 9ame #o& enter the name of your Financial Management application.
(
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?erform the folloing actions to set the logon method.
a. 'n the 7ptions list& select <ogon Met:od.
#. 'n the Method list& select a logon method. 'n this tutorial& you select ;nified.
o ?nified; The FDM user name and passord are used to log on to the target system. For this option to #e usa#le& the target user name and passord and the FDM user name and passord must #e the same.
o @lo/al; The user name and passord specified for glo#al logon is passed to the target system.
;sers enter the same user name and passord to connect to the target system.
c. 6lic! %a#e.
)
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0elect cti#ities& and then Maps to test the connection to Financial Management.
6lic! in the Target FM Account cell& and select =ro$se for "arget 5alue.
4
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=erify that the list of accounts is from your Financial Management application.
ou successfully installed and configured FDM for a Financial Management application.
%ummary
'n this tutorial& you learned ho to3
• 'nstall FDM
• 6onfigure the FDM "e# 0erver& Tas! Manager& Application Manager& Boad alance Manager& and
"or!#ench
• 6reate an FDM application and install standard reports and templates
• 'nstall and configure the Financial Management adapters
-esources
• To learn more a#out FDM& refer to additional 7:s on theOLL"e# site