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Description:
(This is one of our documents from FDQM for beginners series. The Document
covers configuring Financial Data Quality Management (FDM) for a Hyperion Planning. BISP is committed to provide simple and the BEST quality material for Hyperion and OBIEE professionals. Join our professional training program to gain specialization in Hyperion and OBIEE.)
History:
Version 0.1 0.1 Description Change Initial Draft Review 1st Author Gourav Atalkar Amit Sharma Publish Date 4-Aug-2011 4-Aug-2011
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Table of Content
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Creating FDM application Installing and Configuring Hyperion planning Adapters Setting up Target Planning application parameter
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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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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 componentsDLL/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 | Hyperion Planning Integration with FDM 6
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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.
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Step: 2) Open Financial Data Quality Management > Workbench > Workbench Client on the Adapters tab, select File > Import.
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: 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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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.
Step: 9) In the System Code list, select ES11X-G4-E, and click Save.
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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 Planning application.
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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. 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
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Step: 18) Select Activities > Maps to test the connection to Financial Management.
Step: 20) Click in the Target EB Account cell, and select Browse for Target Value.
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You have successfully installed and configured FDM for a Hyperion Planning application
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