Oracle® Hyperion Financial Data Quality Management, Fusion Edition Adapter for Oracle Hyperion Strategic Finance
Release G4-D
Readme
This document includes important, late-breaking information about this release of the Oracle® Hyperion Financial Data Quality Management, Fusion Edition (FDM) adapter for Oracle Hyperion Strategic Finance (Strategic Finance). Review this information thoroughly before installing the adapter.
The FDM adapter for Strategic Finance is a target adapter that allows users to load data from FDM into Strategic Finance.
Date Created: 12/01/2010
Adapter Versions: SF11x-G4-D.xml
SF11xG4D.dll
Compatibility: See the FDM 11.1.2.1 Readme for FDM compatibility information.
> To add the Strategic Finance adapter to an FDM application:
1. From FDM Workbench, open an FDM application.
2. Select the Adapters tab.
3. Select File > Import.
The Open Metadata Import File dialog box is displayed.
4. Browse to find the file named SF11x-G4-D.xml and click Open.
5. Click OK.
The FDM adapter for Strategic Finance is displayed in the list of imported target adapters.
6. Select File > Register Adapter.
The Register Adapter dialog box is displayed.
7. Browse to find the file named SF11xG4D.dll and click Open.
8. Click OK.
> To configure the adapter:
1. In FDM Workbench, select the Adapters tab.
2. Expand Target System Adapters.
3. Right-click the adapter (SF11x-G4-D) and select Options.
The Adapter Options dialog box is displayed. The Options menu enables you to select any of the options for the selected adapter and change the option settings.
4. Set the adapter options per the guidelines in Table 1: Strategic Finance Adapter Options
Table 1: Strategic Finance Adapter Options
|
Option Name |
Information Required |
Required for… |
|
Strategic Finance Base Entity |
Name of the base entity that will be used (as default entity) when browsing target members. |
Browsing members |
|
Strategic Finance Database Name |
Name of the target Strategic Finance database. |
Connecting to target Strategic Finance database |
|
Strategic Finance Server Name |
Name of the Strategic Finance server. Enter “HSFServer” in this field. This is the value that is automatically entered in the system registry when Strategic Finance is installed. |
Connecting to target Strategic Finance database |
|
Logon Method |
1- Unified: FDM user is passed to Strategic Finance for authentication. 2- Global: Global user that will be used for all FDM users. |
Connecting to target Strategic Finance database |
|
Global Logon Information |
Required when Logon Method is set to 2‑Global. |
Connecting to target Strategic Finance database |
|
Use SSO |
On/Off switch to enable Hyperion Single-Sign-On when a token is passed to FDM. |
Connecting to target Strategic Finance database |
|
Enable Load |
On/Off switch for the Load action. |
Loading data |
|
Enable Validation Report |
On/Off switch for the Validate action. |
Check step |
|
Enable Consolidation |
Consolidation is currently not an option. |
Not used |
|
Default Decimal Indicator |
Not used. |
Not used |
|
Default DAT file Delimiter |
The delimiter used to create the data file during the Export step. |
Export step |
|
List All Periods |
On/Off switch for retrieving all periods from Strategic Finance. |
Browsing members |
|
Load Method |
0 – Replace: Only option |
Loading data |
|
Load Option1 |
Not used |
Not used |
|
Scale |
Not used |
Not used |
|
List3 |
Not used |
Not used |
|
Zero No Data |
Not used |
Not used |
|
Switch2 |
Not used |
Not used |
|
Status3 |
Not used |
Not used |
5. Right-click Machine Profiles and select Add Machine Profile. Enter the appropriate information in the following fields:
a. Source Machine—Name of the FDM machine that will connect to Strategic Finance. This should be the name of the FDM application server.
b. Target Machine—Name of the Strategic Finance server. This must be the actual server name, not the server name that is displayed when logging in to Strategic Finance, which could be an alias.
c. (optional) User Name—Global override username. This will override the Logon Method adapter option (if populated).
d. (optional) Password—Password for the user specified in part c of this step.
e. (optional) Domain—Domain of the users specified in part c of this step.
Information on using this adapter is included in the FDM Administrator’s Guide.
· The entity defined in the Strategic Finance Base Entity option is the default entity that will be used for all locations. This option is only used during mapping exercises. If a location must reference a different entity (for its members), change the entity in the Locations screen.
> To change the Entity in the Locations screen:
1. Under the Metadata menu, click Locations.
2. Select the location that will be using a different base entity.
3. Select the Integration Options tab.
4. In the Option 2 box, enter the name of the base entity for this location.
Note: If you have already browsed for a member prior to making this change, you must log out and then log in to FDM to apply the changes and clear the cached members.
· Drill-through functionality is only available with Strategic Finance Release 11.1.1.2 and higher.
· This release of the adapter supports additional languages. See the Oracle Hyperion Enterprise Performance Management System Certification Matrix (http://www.oracle.com/technology/products/bi/hyperion-supported-platforms.html) for information about localization for this adapter.
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