Configuring Interface Data Sources

This procedure is required if you want to use interface tables in Performance Management Architect. Interface tables consist of a set of tables and or views that enable the import of metadata and data from external systems into Performance Management Architect. Before importing metadata and data from interface tables, you must run EPM System Configurator and configure Performance Management Architect interface tables. You configure the tables by creating data source links that can be used during profile creation and data synchronization.

See Importing Metadata and Synchronizing Data.

If you plan to use Performance Management Architect with ERP Integrator, the interface data source must be in the ERP Integrator database schema. In addition, if using Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications, you should deselect the option to create interface tables in step 5.d.

  To create interface data source links:

  1. Click Start, Programs, Hyperion, Foundation Services, EPM System Configurator.

  2. From the product selection panel, under Foundation, Performance Management Architect, select Interface Datasource Configuration, then click Next.

  3. Select Create a new datasource link, then click Next.

  4. Select a database type (Oracle, Microsoft SQL Server, or IBM DB2) and click Next.

  5. Enter the details for the interface data source:

    1. Enter a name for the data source. The default, “Datasource,” is displayed but can be changed.

    2. In Host Details, enter the name of the server hosting the database and port number (defaults display based on database type).

    3. In Database Details, enter the database name to use as an interface data source, the database username, and password.

    4. Select Create Interface Tables.

    5. Click Next.

    6. Click Yes to confirm deletion of existing tables.

    7. Click Next after the “Configuration tasks are complete” message is displayed.

      Note:

      If a success notification is not displayed, review the configuration log (EPM_ORACLE_INSTANCE/diagnostics/logs/config), correct errors, and rerun the EPM System Configurator.

    8. Select No to return to the Product Selection panel.

    9. Click Next.

    10. Click Finish.

    After you complete the configuration in the EPM System Configurator, a set of sample tables is created in the database. For a complete list of the sample tables, see Defining Interface Tables.

  To delete data source links:

  1. Launch the EPM System Configurator.

  2. Click Next.

  3. From the product selection panel, select Foundation, Performance Management Architect, then select Interface Datasource Configuration, and click Next.

  4. Select Delete a datasource link, and click Next.

  5. From the drop-down list, select a data source link.

  6. Optional: Select Delete interface tables to delete the database tables.

  7. Click Next.

  8. After the “Configuration tasks are complete” message is displayed, click Next.

  9. Select No to return to the Product Selection panel.

  10. Click Next.

  11. Click Finish.

  To edit data source links:

  1. Launch EPM System Configurator.

  2. From the product selection panel, select Foundation, Performance Management Architect, then select Interface Datasource Configuration, and click Next.

  3. Select Edit a datasource link and click Next.

  4. From the drop-down list, select a data source link, and click Next.

  5. Make changes to the fields displayed (for example, to change a database password). Optionally, select Create interface tables, click Next and select Yes to confirm deletion of existing tables.

    Note:

    If you do not select the Create interface tables check box, no tables are created. If you select the check box to create the interface tables, both IM_ (internal) and HS_ (sample) tables will be created. If the tables already exist, you are prompted to delete the existing IM_ and HS_ tables. If you click Yes to delete the existing tables, the new tables will be created. However, if you select No, the existing IM_ and HS_ tables will be left unchanged.

  6. After the “Configuration tasks are complete” message is displayed, click Next.

  7. Select No to return to the Product Selection panel, and click Next.

  8. Click Finish.