Creating Metadata Extract Files for EPMA Applications
Creating Metadata Extract Files for Enterprise Performance Management Architect Applications
This tutorial covers creating metadata extract files for Enterprise Performance Management Architect applications.
Approximately 30 minutes.
This tutorial covers the following topics:
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This tutorial covers creating metadata extract files for Enterprise Performance Management Architect applications by using EPM Architect File Generator.
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Your company finalized its metadata structure in a testing environment and is ready to move the metadata from the testing environment to the production environment. To do this, you use the EPM Architect File Generator utility. The utility extracts the metadata from the Financial Management files or a Financial Management application and creates metadata extract files (.ads). You then use the extract files to load the metadata into the production environment.
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Before starting this tutorial, you should:
| 1. |
Have access to or have installed Hyperion Financial Management 9.3.1 |
| 2. |
Have installed the Comma and Reports applications |
| 3. |
Have installed Microsoft .NET Framework 2.0 from http://msdn.microsoft.com/downloads |
| 4. |
Have access to the Oracle Technology Web site |
| 5. |
Have a user name and password for downloading the EPM Architect File Generator utility |
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Before you can create a metadata extract file, you must install the EPM Architect File Generator utility and register two DLL files.
1. |
Navigate to http://www.oracle.com/technology/products/bi/planning/index.html to download the EPM Architect File Generator utility.
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2. |
Click and download the EMPA_FileGenerator_9_3_1.zip file to your desktop.
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3. |
On your desktop, double-click the EMPA_FileGenerator_9_3_1.zip file. Select Actions > Select All and Actions > Extract to extract the files to the C:\Hyperion\FinancialManagement directory.
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4. |
Double-click the HFMProfileReader.dll file.
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5. |
Click Open With.
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6. |
Choose Select the program from a list, and click OK.
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7. |
Click Browse.
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8. |
Navigate to C:\Windows\System32.
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9. |
Double-click regsvr32.exe.
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10. |
Click OK.
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| 11. |
Verify that the HFMProfileReader.dll file was registered successfully, and click OK.
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| 12. |
Navigate to C:\Hyperion\FinancialManagement directory, and double-click the ZLib.dll file.
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| 13. |
Click Open With.
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| 14. |
Select Microsoft (C) Register Server, and click OK.
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| 15. |
Verify that the ZLib.dll file was registered successfully, and click OK.
You have successfully extracted the file generator utility and registered the HFMProfileReader.dll and ZLib.dll files.
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After downloading the utility and registering the files, you are ready to create metadata extract files. You can create them from Financial Management files or Financial Management applications.
You can use the the following Financial Management file types to create a metadata extract file: application profile (.PER), security (.SEC), and metadata (.XML).
Your company asked you to create two metadata extract files. One extract file is from existing Financial Management files (CommaCalendar.per, Comma.sec, and Comma.xml.) The other extract file is from the Financial Management application named Reports.
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Creating Metadata Extract Files from Financial Management Files
| 1. |
Navigate to C:\Hyperion\FinancialManagement directory, and double-click the BPMAFileGenerator.exe file.
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| 2. |
Select the From HFM Files tab.
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| 3. |
Perform the following actions:
a. Click Browse, and select CommaCalendar.per, Comma.sec, and Comma.xml from the location specified in the table below.
b. Click Browse, and specify the location and name of the EPMA import file as C:\Hyperion\FinancialManagement\EPMAImport.ads.
c. Click Browse, and specify the location and name of the EPMA command file as C:\Hyperion\FinancialManagement\EPMACommand.txt.
d. Enter COMMA_ as the prefix for dimensions.
e. Click Execute.
| Field |
Value |
| Please select HFM Profile file |
C:\Hyperion\FinancialManagement\SampleApps\Comma\Profile\CommaCalendar.per |
| Please select HFM Security file |
C:\Hyperion\FinancialManagement\SampleApps\Comma\Security\Comma.sec |
| Please select HFM Metadata file |
C:\Hyperion\FinancialManagement\SampleApps\Comma\Metadata\Comma.xml |
| Please specify the EPMA import file |
C:\Hyperion\FinancialManagement\EPMAImport.ads |
| Please specify the EPMA command file |
C:\Hyperion\FinancialManagement\EPMACommand.txt |
| Please select prefix for dimensions |
COMMA_ |
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| 4. |
Verify that the EPMA files were generated successfully, and click View to review the EMPAImport.ads file.
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| 5. |
Perform the following actions:
a. Review the EPMAImport.ads file.
Note: All dimensions are prefixed by COMMA_ .
b. Select File > Close to close the EMPA.ads file.
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Creating Metadata Extract Files from Financial Management Applications
| 1. |
In the Hyperion EPMA File Generator dialog box, select the From HFM Application tab.
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| 2. |
Perform the following actions:
a. Enter the following information:
| Field |
Value |
| Please enter User Name |
trnadmin |
| Password |
hyperion |
| Please enter Workspace URL: |
http://w2k3b:19000/workspace |
| Please enter HFM Web URL: |
http://w2k3b/HFM |
| Please enter HFM Application name |
Reports |
| Cluster Name |
w2k3b |
b. Click Browse, and specify the location and name of the EMPA file as: C:\Hyperion\FinancialManagement\EPMAImport_Reports.ads.
c. Click Browse, and specify the location and name of the EPMA command file as: C:\Hyperion\FinancialManagement\EPMACommands_Reports.txt.
d. Enter REPORTS_ as the prefix for the dimensions.
e. Click Execute.
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| 3. |
Verify that the EPMA files were generated successfully, and click View to review the EPMAImport_Reports.ads file.
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4.
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Perform the following actions:
a. Review the EPMAImport_Reports.ads file.
Note: All dimensions are prefixed by REPORTS_ .
b. Select File > Close to close the EMPAImport_Reports.ads file.
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In this tutorial, you learned how to:
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Install the EPM Architect File Generator and register the HFMProfileReader.dll and ZLib.dll files. |
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Create Metadata Extract files from Financial Management files. |
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Create Metadata Extract files from Financial Management applications. |
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To learn more about Metadata, refer to additional OBEs on the OTN Web site. |
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