Registering Target Applications

You must register target applications for use with ERP Integrator. When you register target applications, you select the target application that pulls in metadata and/or data from one or more source systems.

  To register target applications:

  1. In the Tasks pane, select Target Application.

    The Target Application page is displayed.

  2. Click Add to register a target application.

    The Select Application dialog box automatically displays.

  3. Select the application type. Valid application types are:

    • Financial Management

    • Planning

    • Essbase

    • Applications registered in FDM

  4. For Planning, Financial Management, and Essbase applications: Select the application (name).

  5. For applications registered in FDM: Select the FDM application, then select the name.

  6. Click OK.

  7. Select the default Language.

    To understand how languages are processed, see How Languages are Processed.

    The Metadata Load Method is automatically detected when you select an application. The metadata load methods are:

    • EPMA—Loads metadata into the Performance Management Architect interface tables and then utilizes an automatically generated import profile to load the metadata into Performance Management Architect. The import profile pulls from the interface tables for dimensions and the Data Synchronizer pushes the data. The import profiles are named “ERPI System Profile xxx” where xxx is the Rule ID, that is being run. (ERP Integrator creates an import profile for Performance Management Architect with the “Merge as Primary” option selected.)

    • Classic—Loads metadata directly to the Classic EPM application. (ERP Integrator merges the metadata into the Classic application.)

    • Not Applicable—Not applicable for applications registered in FDM.

  8. Select the Data Load Method.

    Data load method options are:

    • EPMA—Loads data via the interface tables and data synchronization.

    • Classic—Loads directly to the Classic EPM application.

    • FDM—Data is copied from ERP Integrator to FDM database tables. For setup and configuration information, see the Financial Data Quality Management ERP Source Adapter for SAP FIN-B Readme.

  9. Select Yes or No to create a drill region.

    If you select Yes, to create a drill region, a drillable region is created to utilize the drill through feature for Financial Management or Planning data. If the data load method is FDM, the drill region creation is handled by FDM.

    Note:

    ERP Integrator does not support drilling through to human resource data.

    • The drill region URL allows Financial Management, Planning, Oracle Hyperion Smart View for Office, Fusion Edition, and Oracle Hyperion Financial Reporting, Fusion Edition to drill to the proper landing page.

    • When loading data from FDM or ERP Integrator, the drill region is loaded to either Financial Management or Essbase (for Planning).

    • A drill region includes Account/Scenario/Year/Period for Financial Management or Entity/Account/Scenario/Year/Period for Planning, a URL to get back to either FDM or ERP Integrator and a region name. For Essbase, the drill region is based on the dimensions you select when defining the application details.

    • You can load data to Oracle's Hyperion® Enterprise® only through FDM, unlike Planning and Financial Management. In this case, you can drill only to FDM and then to the source from Oracle Hyperion Financial Data Quality Management, Fusion Edition.

  10. If using an Essbase database, select the Essbase Database Name.

  11. Click Save.

  12. Next, define the dimension details. See Defining Application Dimension Details.

    Note:

    If you are registering an application for use with FDM only, the dimension details are automatically defined and the registration process is complete.