http://learnhyperion.wordpress.comDocument:         Hyperion Financial Data Quality Management                   Installat...
http://learnhyperion.wordpress.com              Hyperion Financial Data Quality Management    Title                       ...
http://learnhyperion.wordpress.com     Installing Financial Data Quality ManagementNavigate to Oracle E-Delivery, and perf...
http://learnhyperion.wordpress.comSave the V17383-01.zip, V17386-01.zip, V17385-01.zip, V17427-01.zip, V17428-01.zip file ...
http://learnhyperion.wordpress.comOn the Welcome page of the Hyperion EPM System Installer Release 11.1.1.3, click Next.Ac...
http://learnhyperion.wordpress.comSelect New Installation and Choose components individually, and click Next.Select FDM an...
http://learnhyperion.wordpress.com                          Configuring the Web ServerStep: 1) The Web-based interface pro...
http://learnhyperion.wordpress.comStep: 3) On the Load Balance Server tab, enter the Load Balance server name, and click O...
http://learnhyperion.wordpress.com    A) Configuring Task Manager and Application ManagerTask Manager installs a Windows s...
http://learnhyperion.wordpress.comStep: 3) In the "Log on as a service Properties" dialog box, perform these actions:1) Ve...
http://learnhyperion.wordpress.comStep: 4) Select Start > Programs > Oracle EPM System > Financial Data Quality Management...
http://learnhyperion.wordpress.comStep: 6) On the Load Balance Server tab, enter the name of your load balance server. You...
http://learnhyperion.wordpress.comStep: 8) Enter the user name, password, and domain of the Windows account under which th...
http://learnhyperion.wordpress.comStep: 2) Enter the user name, password, and domain of the Windows account under which th...
http://learnhyperion.wordpress.comStep: 4) On the Authentication Providers tab, click Add, and enter the name of theauthen...
http://learnhyperion.wordpress.comStep: 2) In the Load Balance Server Group dialog box, click Add.Step: 3) Enter a group n...
http://learnhyperion.wordpress.com    D) Creating Financial Data Quality Management ApplicationsFollow the steps required ...
http://learnhyperion.wordpress.comStep: 4) On the General tab in the New Application form, enter the name, description, an...
http://learnhyperion.wordpress.comStep: 6) Navigate to the FinancialDataManagement-Reports11113.zip file, and extract theF...
http://learnhyperion.wordpress.comStep: 8) Select Start > Programs > Oracle EPM System > Financial Data Quality Management...
http://learnhyperion.wordpress.comStep: 11) Select the fileC:HyperionproductsFinancialDataQualityFDMWork<app_name>ReportsS...
http://learnhyperion.wordpress.com    E) Installing and Configuring Financial Management AdaptersAfter you create an FDM a...
http://learnhyperion.wordpress.comStep: 1) Extract the V17385-01.zip file toC:HyperionproductsFinancialDataQualitySharedCo...
http://learnhyperion.wordpress.comStep: 3) Select your application, enter the user name, password, and domain (if necessar...
http://learnhyperion.wordpress.comStep: 6) On the General tab, select Integration Adapters, and click OK.Step: 7) On the O...
http://learnhyperion.wordpress.comStep: 9) Select Integration Adapters, and click OK.Verify that the two adapters are disp...
http://learnhyperion.wordpress.comStep: 10) Select File > Register Adapter.Verify that the adapter registered successfully...
http://learnhyperion.wordpress.comStep: 12) In the Add Machine Profile dialog box, enter the required information:•   Sour...
http://learnhyperion.wordpress.comStep: 13) In the navigation pane, expand Target System Adapters > FM11i-G5-C.xml, right-...
http://learnhyperion.wordpress.comStep: 15) Log on to your application by performing the following actions:a. In Internet ...
http://learnhyperion.wordpress.comStep: 18) Select Administration > Integration Settings.Step: 19) In Integration Settings...
http://learnhyperion.wordpress.comClick Save.Step: 21) Select Activities > Maps to test the connection to Financial Manage...
http://learnhyperion.wordpress.comStep: 23) Click in the Target FM Account cell, and select Browse for Target Value.You ha...
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Hyperion Planning An Introduction

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Hyperion Planning An Introduction

  1. 1. http://learnhyperion.wordpress.comDocument: Hyperion Financial Data Quality Management Installation and Configuration guideDescription: (This Document covers installing and configuring Financial Data Quality Management (FDM) for a Financial Management installation.)History: Version Description Author Publish Date Change 0.1 Initial Draft Gourav Atalkar 22-Apr-2011 Reviewed By: Amit SharmaBusiness Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 1
  2. 2. http://learnhyperion.wordpress.com Hyperion Financial Data Quality Management Title Page No. 1) Installing Financial Data Quality Management 3 2) Configuring the web Server 7 a) Configuring Task Manager and Application Manager 9 b) Configuring Load Balance Manager 13 c) Configuring Workbench 15 d) Creating Financial Data Quality Management Applications 17 e) Installing and Configuring Financial Management Adapter 23Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 2
  3. 3. http://learnhyperion.wordpress.com Installing Financial Data Quality ManagementNavigate to Oracle E-Delivery, and perform the following actions:In the Select a Product Pack drop-down list, select Oracle Enterprise PerformanceManagement System. In the Platform drop-down list, select Microsoft Windows (32-bit).ClickGo.On the Oracle Enterprise Performance Management (11.1.1.3.0) Media Pack for MicrosoftWindows (32-bit) page, select Oracle Hyperion Financial Data Quality Management, FusionEdition Release 11.1.1.3 Microsoft Windows X86, and click Download.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 3
  4. 4. http://learnhyperion.wordpress.comSave the V17383-01.zip, V17386-01.zip, V17385-01.zip, V17427-01.zip, V17428-01.zip file to atemporary directory.Navigate to the V13458-01.zip file and extract the assembly.dat file to the assemblies folder on yourcomputer.Navigate to your Oracle EPM System Install directory and double-click InstallTool.cmd tolaunch the Oracle Hyperion EPM System Installer.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 4
  5. 5. http://learnhyperion.wordpress.comOn the Welcome page of the Hyperion EPM System Installer Release 11.1.1.3, click Next.Accept the default destination folder or click Browse to enter a new destination folder, andthen click Next.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 5
  6. 6. http://learnhyperion.wordpress.comSelect New Installation and Choose components individually, and click Next.Select FDM and click Next.Click Next to install all components.Confirm that all components are installed, and click Finish to exit Hyperion EPM SystemInstaller Release 11.1.1.3Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 6
  7. 7. http://learnhyperion.wordpress.com Configuring the Web ServerStep: 1) The Web-based interface provides end users and administrators access to a number ofFDM features.Select Start > Programs > Oracle EPM System > Financial Data Quality Management > WebServer Components > Web Config Manager.Step: 2) Enter the user name, password, and domain of the Windows account under which the.NET Web process will run.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 7
  8. 8. http://learnhyperion.wordpress.comStep: 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 andperforms load balancing on FDM application servers. You may also specify a backup loadbalance server.Step: 4) Select Start > Run, type cmd, and click OK to open a command prompt.Type iisreset to restart Internet Information Services (IIS).Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 8
  9. 9. http://learnhyperion.wordpress.com A) Configuring Task Manager and Application ManagerTask Manager installs a Windows service that runs scheduled tasks (FDM scripts) at specifiedintervals. Tasks can be scheduled to run repeatedly, daily, weekly, or monthly. The ApplicationServer component enables the execution of resource-intensive tasks on a server other than theWeb server, and thus can be used to limit database and file system access to a server behind afirewall (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 in Task Manager. You then configure theTask Manager and Application Manager components.Step: 1) Select Start > Programs > Administrative Tools > Local Security Policy, and expandLocal Policies > User Rights Assignment.Step: 2) In the right pane, double-click Log on as a service.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 9
  10. 10. http://learnhyperion.wordpress.comStep: 3) In the "Log on as a service Properties" dialog box, perform these actions:1) Verify that your admin account is listed, or click Add User or Group to add your admin account. 2) Click OK to close the "Log on as a service Properties" dialog box. 3) Select File > Exit to close the Local Security Policies window.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 10
  11. 11. http://learnhyperion.wordpress.comStep: 4) Select Start > Programs > Oracle EPM System > Financial Data Quality Management >Task Manager> Task Manager Configuration.Step: 5) Enter the user name, password, and domain of the Windows account under which theTask Manager Service and the FDM DCOM objects run.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 11
  12. 12. http://learnhyperion.wordpress.comStep: 6) On the Load Balance Server tab, enter the name of your load balance server. You canenter a backup load balance server as well.Step: 7) Select Start > Programs > Oracle EPM System > Financial Data Quality Management >Application Server > Application Server Config Manager.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 12
  13. 13. http://learnhyperion.wordpress.comStep: 8) Enter the user name, password, and domain of the Windows account under which theapplication server DCOM objects run, and click OK.B) Configuring Load Balance ManagerLoad Balance Manager enables you to balance the load on the FDM application servers andstore the FDM application configuration. A common scenario is to install Load Balance Manageron a computer that is running the Application Server component.In this topic, you configure Load Balance Manager by specifying the FDM application servers touse for load balancing.Step: 1) Select Start > Programs > Oracle EPM System > Financial Data Quality Management >Load Balance Manager > Load Balance Configuration.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 13
  14. 14. http://learnhyperion.wordpress.comStep: 2) Enter the user name, password, and domain of the Windows account under which theLoad Balance Manager DCOM objects run.Step:3) On the Application Servers tab, click Add, and enter the names of all servers that runthe FDM Application Server component.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 14
  15. 15. http://learnhyperion.wordpress.comStep: 4) On the Authentication Providers tab, click Add, and enter the name of theauthentication provider that you will use in FDM. C) Configuring WorkbenchWorkbench is a Windows client program that provides an administration and developmentenvironment. It enables you to perform common administrator tasks, such as creatinglocations, building import formats, and creating validation and logic groups. It also enables youto administer integration adapters, scripts, and reports.Step: 1) Select Start > Programs > Oracle EPM System > Financial Data Quality Management >Workbench > Workbench Client.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 15
  16. 16. http://learnhyperion.wordpress.comStep: 2) In the Load Balance Server Group dialog box, click Add.Step: 3) Enter a group name and description, enter the name of your primary load balanceserver, and click OK.A domain name, IP address, and server name are acceptable formats in which to designate theserver. You can browse for a server by clickingBusiness Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 16
  17. 17. http://learnhyperion.wordpress.com D) Creating Financial Data Quality Management ApplicationsFollow the steps required by your database provider to ensure that your databaseadministrator 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 thatcan create FDM applications.Step: 3) Click Logon.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 17
  18. 18. http://learnhyperion.wordpress.comStep: 4) On the General tab in the New Application form, enter the name, description, and pathof the new application.Step: 5) On the Database tab perform the following actions: Verify that the application was created successfully, and click OK.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 18
  19. 19. http://learnhyperion.wordpress.comStep: 6) Navigate to the FinancialDataManagement-Reports11113.zip file, and extract theFinancialDataManagement-Reports11113.zip file to ac:HyperionproductsFinancialDataQuality<appname>Reports. directory.Step: 7) Navigate to the FinancialDataManagement-Templates11113.zip file, and extract theFinancialDataManagement-Templates11113.zip file to ac:HyperionproductsFinancialDataQuality<appname>OutboxTemplates. DirectoryBusiness Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 19
  20. 20. http://learnhyperion.wordpress.comStep: 8) Select Start > Programs > Oracle EPM System > Financial Data Quality Management >Workbench > Workbench Client. Step:9) Select your application, enter the user name, password, and domain (if necessary), andclick OKStep: 10) Select the Report tab, and then select File > Import.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 20
  21. 21. http://learnhyperion.wordpress.comStep: 11) Select the fileC:HyperionproductsFinancialDataQualityFDMWork<app_name>ReportsStandardReportsSQLServer1111Active.xml (for SQL)orC:hyperionfdm<appname>ReportsStandardReportsOracle1111Active.xml (for Oracle),and click Open.Step: 12) On the General tab, select Reports and click OK.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 21
  22. 22. http://learnhyperion.wordpress.com E) Installing and Configuring Financial Management AdaptersAfter you create an FDM application, you install and configure the Financial Managementadapters. Financial Management adapters enable interaction between the FDM application andthe Financial Management applications.Adapters have two components—DLL/EXE and XML metadata. DLL/EXE files contain thesystem-specific instructions for interacting with target or source systems. XML files contain alldata that relates to the current FDM application.Previously we have download the following driver hfm adapter is highlighted one.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 22
  23. 23. http://learnhyperion.wordpress.comStep: 1) Extract the V17385-01.zip file toC:HyperionproductsFinancialDataQualitySharedComponents.Step: 2) Select Start > Programs > Oracle EPM System > Financial Data Quality Management >Workbench > Workbench Client.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 23
  24. 24. http://learnhyperion.wordpress.comStep: 3) Select your application, enter the user name, password, and domain (if necessary), andclick OK.Step: 4) On the Adapters tab, select File > Import.Step: 5) Select FM11x-G5-C.xml, and click Open.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 24
  25. 25. http://learnhyperion.wordpress.comStep: 6) On the General tab, select Integration Adapters, and click OK.Step: 7) On the Oracle Hyperion FDM Workbench, select File > Import.Step:8) Select FM9i-G4-B.xml, and click Open.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 25
  26. 26. http://learnhyperion.wordpress.comStep: 9) Select Integration Adapters, and click OK.Verify that the two adapters are displayed in the Target System Adapters section on theAdapters tabBusiness Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 26
  27. 27. http://learnhyperion.wordpress.comStep: 10) Select File > Register Adapter.Verify that the adapter registered successfully, and click OK.Step: 11) In the navigation pane, expand Target System Adapters > FM11x-G5-C.xml, right-clickMachine Profile, and select Add Machine Profile.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 27
  28. 28. http://learnhyperion.wordpress.comStep: 12) 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, specify a user name, password, and domain for the local computerBusiness Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 28
  29. 29. http://learnhyperion.wordpress.comStep: 13) In the navigation pane, expand Target System Adapters > FM11i-G5-C.xml, right-clickMachine Profile, and select Add Machine Profile.Step: 14) 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, specify a user name, password, and domain for the local computer.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 29
  30. 30. http://learnhyperion.wordpress.comStep: 15) Log on to your application by performing the following actions:a. In Internet Explorer, enter http://<servername>/HyperionFDM/, where <servername> is thename of your Web server.b. Select your application and enter the user name, password, and domain (if necessary).c. Click Logon.Step: 16) Select Administration > Application Settings.Step: 17) In the System Code list, select FM11X-G5-C, and click Save.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 30
  31. 31. http://learnhyperion.wordpress.comStep: 18) Select Administration > Integration Settings.Step: 19) 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 Financial Management application.Step: 20) 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 thisoption to be usable, the target user name and password and the FDM user name and passwordmust 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.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 31
  32. 32. http://learnhyperion.wordpress.comClick Save.Step: 21) Select Activities > Maps to test the connection to Financial Management.Step: 22) Click Add to add a row.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 32
  33. 33. http://learnhyperion.wordpress.comStep: 23) Click in the Target FM Account cell, and select Browse for Target Value.You have successfully installed and configured FDM for a Financial Management application.Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 33

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