Hyperion® Data Integration Management Adapter for Performance Scorecard

Release 11.1.1.1

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Purpose. 3

About Data Integration Management Release 11.1.1.1. 3

Data Integration Management Adapters. 4

Installing the Adapter for Performance Scorecard Sample Files. 4

Sample 1: Extract Variable Metadata. 5

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Sample 2: Extract Dimensional Outline. 5

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Sample 3: Load Scorecards. 6

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Sample 4: Load Measure Result Data. 6

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Sample 5: Load Measure Targets Values. 7

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Sample 6: Load Variable Result Data. 7

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Sample 7: Delete Business Objects. 8

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Sample 8: Load Measure Metadata, Owners, Target Setters, Result Collectors, and Annotation Creators. 8

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Sample 9: Load Employee Metadata and Assign Domain to Employees. 9

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Sample 10: Load Variable Metadata and Result Collectors. 10

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Sample 11: Extract Employee Metadata. 10

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Sample 12: Extract Scorecard. 11

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Sample 13: Load Dimensional Outline. 11

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Sample 14: Load Variable Result Data. 12

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Sample 15: Extract Measure Metadata. 12

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Sample 16: Extract Measure Result Data. 13

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Sample 17: Extract Measure Targets. 14

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Sample 18: Extract Variable Result Data. 15

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Purpose

This document describes sample files that are provided to help you learn about this release of Oracle’s Hyperion® Data Integration Management Adapter for Performance Scorecard. Review this information thoroughly before attempting to use the sample files.

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About Data Integration Management Release 11.1.1.1

Data Integration Management is integrated with Informatica PowerCenter. It provides a way of uniting disparate sources of data across an enterprise. For example, it can integrate data stored in multiple warehouses and data marts, relational database management systems (RDBMS), and on-line analytical processing (OLAP) stores.

Data Integration Management includes these components:

·                    PowerCenter applications:

·        PowerCenter Client

·        PowerCenter Server

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Data Integration Management Adapters

When you have installed and configured Data Integration Management, you can install and configure adapters that enable you to retrieve and write data for other Hyperion products:

·                    Hyperion Data Integration Management Adapter for Hyperion Enterprise

·                    Hyperion Data Integration Management Adapter for Essbase

·                    Hyperion Data Integration Management Adapter for Financial Management

·                    Hyperion Data Integration Management Adapter for Planning

·                    Hyperion Data Integration Management Adapter for Performance Scorecard

·                    Hyperion Data Integration Management Adapter for Translation Manager

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Installing the Adapter for Performance Scorecard Sample Files

Sample files for use with Adapter for Performance Scorecard are available in the Sample directory:

|-- <Informatica Install>

     |-- Sample (directory)

          |-- data (directory) – Contains data files to be used for data load or dimension building samples.

          |-- rules (directory) – Contains rules files used for dimension building samples.

     |-- mappings (directory) – Contains XML files for sample mappings.

Note:

·                    Repository code page and flat files code page (load methods) specified in sample XML as MS1252.

·                    This document assumes that mappings are imported into the repository called “Hyperion”.

·                    This document assumes that mappings are imported into the folder called “Hyperion”.

·                    When creating a Performance Scorecard application connection, be sure to set the correct Performance Scorecard server name, user name, and password.

To install a sample file, import it using Designer:

1.  Select Repository > Import Objects.

2.  Double-click the file name.

In the repository the mapping is displayed in the Mappings subfolder of the Hyperion folder with name Hyperion.

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Sample 1: Extract Variable Metadata

This sample extracts variable metadata from the Performance Scorecard server and writes it to the flat file.

Note: This sample does not use mapping variables.

Source

Performance Scorecard server

Target

Flat file

File

m_ExtractVariableMetadata.XML

Instructions

1.  Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  (Optional) Make appropriate changes to the target flat file output directory name and file name.

5.  Create a workflow with the task and run it.

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Sample 2: Extract Dimensional Outline

This sample extracts dimensional outline from the Performance Scorecard server and writes it to the flat file

Note: This sample does not use mapping variables.

Source

Performance Scorecard server

Target

Flat file

File

m_ExtractDimensionalOutline.XML

Instructions

1.  Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  (Optional) Make appropriate changes to the target flat file output directory name and file name.

5.  Create a workflow with the task and run it.

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Sample 3: Load Scorecards

This sample loads Performance Scorecard instances into the Performance Scorecard server from the flat file.

Note: This sample does not use mapping variables.

Source

Flat file

Target

Performance Scorecard server

File

m_LoadScorecard.XML

Instructions

1.  Ensure that a Performance Scorecard connection exists: Select  Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  (Optional) Make appropriate changes to the source flat file input directory name and file name.

5.  Create a workflow with the task and run it.

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Sample 4: Load Measure Result Data

This sample loads measure result data into the Performance Scorecard server from the flat file.

Note: This sample does not use mapping variables.

Source

Flat file

Target

Performance Scorecard server

File

m_LoadMeasureResultData.XML

Instructions

1.  Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  (Optional) Make appropriate changes to the source flat file input directory name and file name.

5.  Create a workflow with the task and run it.

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Sample 5: Load Measure Targets Values

This sample loads measure targets values into the Performance Scorecard server from the flat file.

Note: This sample does not use mapping variables.

Source

Flat file

Target

Performance Scorecard server

File

m_LoadMeasureTargetsValues.XML

Instructions

1.  Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  (Optional) Make appropriate changes to the source flat file input directory name and file name.

5.  Create a workflow with the task and run it.

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Sample 6: Load Variable Result Data

This sample loads variable result data into the Performance Scorecard server from the flat file.

Note: This sample does not use mapping variables.

Source

Flat file

Target

Performance Scorecard server

File

m_LoadVariableResultData.XML

Instructions

1.  Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  (Optional) Make appropriate changes to the source flat file input directory name and file name.

5.  Create a workflow with the task and run it.

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Sample 7: Delete Business Objects

This sample deletes all business objects on the Performance Scorecard server.

Note: This sample does not use mapping variables.

Source

None

Target

Performance Scorecard server

File

m_DeleteBusinessObjects.XML

Instructions

1.  Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  Create a workflow with the task and run it.

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Sample 8: Load Measure Metadata, Owners, Target Setters, Result Collectors, and Annotation Creators

This sample of complex mapping loads measure metadata, owners, target setters, result collectors and annotation creators into the Performance Scorecard server from separate flat files.

Note: This sample does not use mapping variables.

Source

Flat files

Target

Performance Scorecard server

File

m_complex_mapping_1.XML

Instructions

1.  Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  (Optional) Make appropriate changes to the source flat files input directory names and file names.

5.  Create a workflow with the task and run it.

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Sample 9: Load Employee Metadata and Assign Domain to Employees

This sample of complex mapping loads employee metadata from the flat file into the Performance Scorecard server and assigns domain to employees.

Note: This sample does not use mapping variables.

Source

Flat files

Target

Performance Scorecard server

Files

m_complex_mapping_2.XML

Instructions

1.  Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  Optional: Make appropriate changes to the source flat files input directory names and file names.

5.  Create a workflow with the task and run it.

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Sample 10: Load Variable Metadata and Result Collectors

This sample of complex mapping loads employee metadata and result collectors from the flat files into the Performance Scorecard server.

Note: This sample does not use mapping variables.

Source

Flat files

Target

Performance Scorecard server

File

m_complex_mapping_3.XML

Instructions

1.  Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  (Optional) Make appropriate changes to the source flat files input directory names and file names.

5.  Create a workflow with the task and run it.

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Sample 11: Extract Employee Metadata

This sample extracts employee metadata from the Performance Scorecard server to the flat file.

Note: The Extract Employee Metadata method has one mapping variable, Domain Name, which is empty by default; that is, all employees are extracted.

Source

Performance Scorecard server

Target

Flat file

File

m_ExtractEmployeeMetadata.XML

Instructions

1.  Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  (Optional) Make appropriate changes to the target flat file output directory name and file name.

5.  Create a workflow with the task and run it.

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Sample 12: Extract Scorecard

This sample extracts Performance Scorecard from the Performance Scorecard server to the flat file.

Note: The Extract Scorecard method has three mapping variables—Scorecard Name, Business Object Name, and Business Object Type—which are empty by default; that is, all scorecards are extracted.

Source

Performance Scorecard server

Target

Flat file

File

m_ExtractScorecard.XML

Instructions

1.  Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  (Optional) Make appropriate changes to the target flat file output directory name and file name.

5.  Create a workflow with the task and run it.

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Sample 13: Load Dimensional Outline  

This sample loads dimensional outline from the flat file into the Performance Scorecard server.

Note: The Load Dimensional Outline method has one mapping variable, Generate Dimensional Measures, which is empty by default.

Source

Flat file

Target

Performance Scorecard server

File

m_LoadDimensionalOutline.XML

Instructions

1.  Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  (Optional) Make appropriate changes to the source flat files input directory names and file names.

5.  Create a workflow with the task and run it.

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Sample 14: Load Variable Result Data

This sample loads variable result data from the flat file into the Performance Scorecard server.

Note: The Load Variable Result Data method has three mapping variables—Variable Name, Value, and Date—which are empty by default.

Source

Flat file

Target

Performance Scorecard server

File

m_LoadVariableResultData.XML

Instructions

1.  Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  (Optional) Make appropriate changes to the source flat files input directory names and file names.

5.  Create a workflow with the task and run it.

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Sample 15: Extract Measure Metadata

This sample extracts measure metadata from the Performance Scorecard server to the flat file.

Note: The Extract Measure Metadata method has one mapping variable, Domain Name, which by default has the value “Hyperion.”

To check the mapping variables settings:

1.  In the Mapping Designer, open the mapping source definition in Edit mode.

2.  Select Metadata Extensions tab and view the Filter extension name value (which should contain the following string: “DomainName=$$domain”).

3.  In Mapping Designer, select Mappings > Parameters and Variables. You can change the $$domain mapping variable, which has the initial value of “Hyperion.”

Source

Performance Scorecard server

Target

Flat file

File

m_ExtractMeasureMetadata.XML

Instructions

1.  Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  (Optional) Make appropriate changes to the target flat file output directory name and file name.

5.  Create a workflow with the task and run it.

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Sample 16: Extract Measure Result Data     

This sample extracts measure result data from the Performance Scorecard server to the flat file.

Note: The Extract Measure Result Data method has the mapping variables Measure Name, Start Date, and End Date. Each variable has an initial value by default.

To check the mapping variables settings:

1.  In Mapping Designer, open the mapping source definition in Edit mode.

2.  Select Metadata Extensions tab and view the Filter extension name value. It should contain the following string:

“MeasureName=$$measure&StartDate=$$startDate&EndDate=$$endDate”

3.  In Mapping Designer, select Mappings > Parameters and Variables. You can change $$measure, $$startDate, and $$endDate mapping variables. Initial values:

        $$measure—“measure”

        $$startDate—“01/01/2006 00:00:00”

        $$endDate—“12/31/2006 23:59:59”

Source

Performance Scorecard server

Target

Flat file

File

m_ExtractMeasureResultData.XML

Instructions

1.  Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  (Optional) Make appropriate changes to the target flat file output directory name and file name.

5.  Create a workflow with the task and run it.

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Sample 17: Extract Measure Targets

This sample extracts measure targets from the Performance Scorecard server to the flat file.

Note: The Extract Measure Targets method has the mapping variables Measure Name, Target Name, Start Date, and End Date. Initial values of these mapping variables are picked up from the parameters file HPS_params.txt, which is by default in data subdirectory of Sample.

To check the mapping variables settings:

1.  In Mapping Designer, open the mapping source definition in Edit mode.

2.  Select Metadata Extensions tab and view the Filter extension name value. It should contain the following string:

“MeasureName=$$measure&TargetName=$$targetName&StartDate=$$startDate&EndDate=$$endDate”

3.  In Workflow Manager, open the task in Edit mode and specify the parameters file name, HPS_params.txt, as the value of the Parameter Filename attribute.

Source

Performance Scorecard server

Target

Flat file

File

m_ExtractMeasureTargets.XML

Instructions

1.  Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  Specify the parameters file name, HPS_params.txt, as the value of the Parameter Filename attribute.

5.  (Optional) Make appropriate changes to the target flat file output directory name and file name.

6.  Create a workflow with the task and run it.

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Sample 18: Extract Variable Result Data

This sample extracts variable result data from the Performance Scorecard server to the flat file.

Note: The Extract Variable Result Data method has the mapping variables Variable Name, Start Date, and End Date. Initial values of these mapping variables are picked up from the parameters file HPS_params.txt, which by default is in the data subdirectory of Sample.

To check the mapping variables settings:

1.  In Mapping Designer, open the mapping source definition in Edit mode.

2.  Select Metadata Extensions tab and view the Filter extension name value. It should contain the following string:

“VariableName=$$variableName&StartDate=$$startDate&EndDate=$$endDate”

3.  In Workflow Manager, open the task in Edit mode and specify the parameters file name, HPS_params.txt, as the value of the Parameter Filename attribute.

Source

Performance Scorecard server

Target

Flat file

File

m_ExtractVariableResultData.XML

Instructions

1.  Ensure that a Oracle® Hyperion Performance Scorecard, Fusion Edition connection exists: Select Connections > Application in Workflow Manager.

2.  Import the mapping in Designer and save it.

3.  Create a task of the Session type for this mapping in Workflow Manager.

4.  Specify the parameters file name, HPS_params.txt, as the value of the Parameter Filename attribute.

5.  (Optional) Make appropriate changes to the target flat file output directory name and file name.

6.  Create a workflow with the task and run it.

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