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Overview
Oracle's Hyperion Financial Data Quality Management is a packaged solution for finance users that includes a guided Web-based user interface for leveraging standardized financial data management processes, a data preparation server for integrating and validating financial data from any source system, and prepackaged adapters for Financial Management to reduce data integration costs and data mapping complexities.
In this tutorial, you learn to install and configure FDM, create an FDM application, and link the FDM application to a Financial Management application.
As an administrator, you are tasked with installing FDM, creating an FDM application, and integrating the FDM application with a Financial Management application.
In this topic, you configure the Web Server. The Web-based interface provides end users and administrators access to a number of FDM features.
1.
Select Start > Programs > Hyperion > Financial Data Quality Management > Web Server Components > Web Config Manager.
2.
Enter the user name, password, and domain of the Windows account under which the .NET Web process will run.
Note: This account can be a local or a domain account, and it must have administrator rights to the Web Server.
3.
On the Load Balance Server tab, enter the Load Balance server name, and click OK.
The load-balance server is the computer that stores FDM application configurations and performs load balancing on FDM application servers. You may also specify a backup load balance server.
4.
Select Start > Run, type cmd, and click OK to open a command prompt.
5.
Type iisreset to restart Internet Information Services (IIS).
Task Manager installs a Windows service that runs scheduled tasks (FDM scripts) at specified intervals. Tasks can be scheduled to run repeatedly, daily, weekly, or monthly. The Application Server component enables the execution of resource-intensive tasks on a server other than the Web server, and thus can be used to limit database and file system access to a server behind a firewall (when the Web server is in front of the firewall).
In this topic, you assign the "Log on as a service" user permission to your administrator account. This user right is required for running scheduled tasks when using Task Manager. You then configure the Task Manager and Application Manager components.
1.
Select Start > Programs > Administrative Tools > Local Security Policy, and expand Local Policies > User Rights Assignment.
2.
In the right pane, double-click Log on as a service.
3.
In the "Log on as a service Properties" dialog box, perform these actions:
Verify that your admin account is listed, or click Add User or Group to add your admin account.
Click OK to close the "Log on as a service Properties" dialog box.
Select File > Close to close the Local Security Policies window.
Enter the user name, password, and domain of the Windows account under which the Task Manager service and the FDM DCOM objects run.
Note: The Windows account must have full control permission for the FDM application folders that reside on the data server, as well as rights to the target system.
6.
On the Load Balance Server tab, enter the name of your load balance server. You can enter a backup load balance server as well.
7.
Select Start > Programs > Hyperion > Financial Data Quality Management > Application Server > Application Server Config Manager.
5.
Enter the user name, password, and domain of the Windows account under which the application server DCOM objects run, and click OK.
Note: The Windows account must have full control permission on the FDM application folders that reside on the data server, as well as rights to the target system.
Load Balance Manager enables you to balance the load on the FDM application servers and store the FDM application configuration. A common scenario is to install Load Balance Manager on a computer that is running the Application Server component.
In this topic, you configure Load Balance Manager by specifying the FDM application servers to use for load balancing.
Enter the user name, password, and domain of the Windows account under which the Load Balance Manager DCOM objects run.
Note: The Windows account must have full control permission on the FDM application folders that reside on the data server, as well as rights to the target system.
3.
On the Application Servers tab, click Add, and enter the names of all servers running the FDM Application Server component.
4.
On the Authentication Providers tab, click Add, and enter the name of the authentication provider that you will be using in FDM.
The Authentication Provider dialog box is displayed.
Note: This screen enables you to add NTLM (NT LAN Manager), LDAP (Lightweight Directory Access Protocol), MSAD (Microsoft Active Directory), VBSCRIPTSSO (Visual Basic script single sign-on), and VBSCRIPT (Visual Basic script) authentication providers. You can specify any combination of the five authentication providers. FDM attempts to authenticate users by using the authentication providers in the order in which they are listed, from top to bottom. You can click Move Up and Move Down to change the order. At least one enabled authentication provider is required.
5.
Enter the information for your authentication provider, and click OK.
Note: When you hover the mouse over an information icon (to the right of each item), a description of the item is displayed.
6.
On the User Verification tab, perform these actions:
Enter the logon attribute that contains the user name of accounts in the directory.
Click Add to add one or more user node URLs, relative to the directory information tree.
Click OK to close the Authentication Provider dialog box.
Note: Only accounts in the added URLs can access FDM. If no URLs are specified, the entire directory tree is searched.
Workbench is a Windows client program that provides an administration and development environment. It enables you to perform common administrator tasks, such as creating locations, building import formats, and creating validation and logic groups. It also enables you to administer integration adapters, scripts, and reports.
In this topic, you configure Workbench by defining a Load Balance group.
Creating Financial Data Quality Management Applications
After you successfully install and configure the FDM software, you create an FDM application. You usually create it on the same data server that contains the target system’s data.
In this topic, you create an FDM application and database. After creating the new application, you install the standard reports and templates.
1.
Follow the steps required by your database provider to ensure that your database administrator account has rights to create a new database.
2.
Log on to FDM by performing the following actions:
Open Internet Explorer and enter the following URL: http://<servername>/HyperionFDM/, where <servername> is the name of your Web Server.
Select <New Application>, and enter the user name, password, and domain of an account that can create FDM applications.
Click Logon.
Note: The specified account is added to the FDM application as a FDM administrator.
3.
On the General tab in the New Application form, enter the name, description, and path of the new application, and click OK.
4.
Select the Database tab, and perform the following actions:
In OLE DB Provider list, select SQLOLEDB (SQL Server) or ORACLEDB.ORACLE (Oracle).
Enter the database server name, database name, and the user name and password of the database administrator.
Click OK.
5.
Verify that the application was created successfully, and click OK.
6.
Navigate to the unzipped V11150-01.zip file, and extract the fdm_93100_reports.zip file to c:\hyperion\fdm\<appname>\reports.
7.
Navigate to the unzipped V11150-01.zip file, and extract the fdm_93100_templates.zip file to c:\hyperion\fdm\<appname>\outbox
Select your application, enter the user name, password, and domain (if necessary), and click OK.
10.
Select the Report tab, and then select File > Import.
11.
Select the file c:\hyperion\fdm\<appname>\Reports\StandardReportsSQLServer931Active.xml (for SQL) or c:\hyperion\fdm\<appname>\Reports\StandardReportsOracle931Active.xml (for Oracle), and click Open.
12.
On the General tab, select Reports and click OK.
13.
Select File > Exit.
14.
Log on to your application by performing the following actions:
In Internet Explorer, enter the following URL: http://<servername>/HyperionFDM/, where <servername> is the name of your name of your Web server.
Select your application and enter the user name, password, and domain (if necessary).
Click Logon.
15.
In the navigation pane, select Tools> Templates to view the imported templates.
Installing and Configuring Financial Management Adapters
After you create an FDM application, you install and configure the Financial Management adapters. Financial Management adapters enable interaction between the FDM application and the Financial Management 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.
In this topic, you install the Financial Management adapters and create a connection to a Financial Management application.
1.
On the Oracle e-Delivery site, select Hyperion System 9 Financial Data Quality Management FM9x-G4A Financial Management Adapter, and click Download.
2.
Save the V11390-01.zip file to a temporary directory.
3.
Extract the V11390-01.zip file to c:\Hyperion\FDM\SharedComponents.
Select your application, enter the user name, password, and domain (if necessary), and click OK.
6.
On the Adapters, tab select File > Import.
7.
Select FM9x-G4-A.xml, and click Open.
8.
On the General tab, select Integration Adapters and click OK.
9.
On the Adapters tab, select File > Import.
10.
Select FM9i-G4-A.xml, and click Open.
11.
Select Integration Adapters, and click OK.
Note: FM9x-G4-A.xml is the standard HFM adapter, and FM9i-G4-A.xml is the Intercompany Detail adapter.
12.
Verify that the two adapters are displayed in the Target System Adapters section of the Adapters tab.
13.
Select File > Register Adapter.
14.
Select upsFM9xG4A.dll, and click Open.
15.
Verify that the adapter registered successfully, and click OK.
16.
In the navigation pane, expand Target Adapters > FM9x-G4-A.xml, right-click Machine Profile, and select Add Machine Profile.
17.
In the Add Machine Profile dialog box, enter the required information:
Source Machine is the FDM application server name.
Target Machine is the computer name or IP address of the application server or application cluster.
Optional: To override the logon method specified by the integration settings, you can specify a user name, password, and domain for the local computer.
18.
In the navigation pane, expand Target Adapters > FM9i-G4-A.xml, right-click Machine Profile, and select Add Machine Profile.
19.
In the Add Machine Profile dialog box, enter the required information:
Source Machine is the FDM application server name.
Target Machine is the computer name or IP address of the application server or application cluster.
Optional: To override the logon method specified by the integration settings, you can specify a user name, password, and domain for the local computer.
20.
Log on to your application by performing the following actions:
In Internet Explorer, enter http://<servername>/HyperionFDM/, where <servername> is the name of your Web server.
Select your application and enter the user name, password, and domain (if necessary).
Click Logon.
21.
Select Administration > Application Settings.
22.
In the System Code list, select FM9X-G4-A and click Save.
23.
Select Administration > Integration Settings.
24.
In Intergration Settings, perform these actions:
In the Options list, select Application name.
In the App Name field, enter the name of your HFM application.
25.
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. With this option, all users use the same user name and password to connect to the target system.
Click Save.
26.
Select Activities > Maps to test the connection to Financial Management.
27.
Click Add to add a row.
28.
Click in the Target FM Account cell, and select Browse for Target Value.
29.
Verify that the list of accounts is from your Financial Management application.
Bookmark
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