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

Description

Change

Author

Publish Date

0.1 Initial Draft

Gourav Atalkar

4-Aug-2011

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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://<servername>/HyperionFDM/, where <servername> is the name of your Web Server. Step: 2) Select <New Application>, 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.

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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

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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.

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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.

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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,

right-click 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://<servername>/HyperionFDM/, where <servername> is the name of your Web server.

b. Select your application and enter the user name, password, and domain (if necessary). c. Click Logon.

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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.