Hyperion® DIM Adapter for Hyperion Enterprise®

This document describes sample files that are provided to help you learn about this release of Oracle’s Hyperion^® Data Integration Management Adapter for Hyperion Enterprise^®. 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 Release 11.1.1.1, you can install and configure adapters that enable you to retrieve and write data for these other Oracle products:

· Oracle’s Hyperion Data Integration Management Adapter for Hyperion Enterprise

· Oracle’s Hyperion Data Integration Management Adapter for Essbase

· Oracle’s Hyperion Data Integration Management Adapter for Financial Management

· Oracle’s Hyperion Data Integration Management Adapter for Planning

· Oracle’s Hyperion Data Integration Management Adapter for Performance Scorecard

· Oracle’s Hyperion Data Integration Management Adapter for Translation Manager

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Installing the Adapter for Hyperion Enterprise Sample Files

Sample files for use with Adapter for Hyperion Enterprise are available in the sample directory:

|-- <Informatica Install>

|-- sample

|-- rules (directory)

|-- data (directory)—Contains data files to be used for data extract and load samples.

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

Note:

· Repository code page and flat files code page (load methods) are specified in sample XML files 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 Hyperion Enterprise application connection, be sure to set the correct Hyperion Enterprise 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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Using the Sample Files

Sample 1: Enumerate Accounts

This sample enumerates Hyperion Enterprise accounts of given type in selected account groups and writes the result to a flat file.

Source

Hyperion Enterprise application (local or remote) Target

Target

Flat file

File

m_EnumAccounts.XML

Mapping Variables Used

· Selected Account Groups

· Account Type

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

3. Change values of the mapping variables used, if the mapping’s default values do not correspond to your Hyperion Enterprise application actual data: Select Mappings > Parameters and Variables in Mapping Designer.

4. Create a task of the Session type for this mapping in Workflow Manager, or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 2: Enumerate Account List

This sample enumerates list of Hyperion Enterprise accounts and writes the result to a flat file.

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_EnumAccountList.XML

Mapping Variables Used

Account List Name

Instructions

1. Ensure that Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

4. Create a task of the Session type for this mapping in Workflow Manager, or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 3: Enumerate Categories

This sample enumerates Hyperion Enterprise categories and writes the result to a flat file.

Source

Hyperion Enterprise application (local or remote)

Target

Flat file

File

m_EnumCategories.XML

Mapping Variables Used

None

Instructions

1. Ensure that a Hyperion Enterprise 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 or use Wizard to create a workflow directly.

4. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 4: Enumerate Entities

This sample enumerates Hyperion Enterprise entities and writes the result to a flat file.

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_EnumEntitites.XML

Mapping Variables Used

· Organization

· Top Entity

· Hierarchy Operator

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

3. Change the values of the mapping variables used if the default values for the mapping do not correspond to your Hyperion Enterprise application Actual data: Select Mappings > Parameters and Variables in Mapping Designer.

4. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 5: Enumerate Entity List

This sample enumerates a list of Hyperion Enterprise entities and writes the result to a flat file.

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_EnumEntitityList.XML

Mapping Variables Used

· List Name

· Organization

· “Master Organizational Structure“ (MOS) Category

· “Master Organizational Structure” (MOS) Period

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

4. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 6: Enumerate Organizations

This sample enumerates Hyperion Enterprise organizations and writes the result to a flat file.

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_EnumOrganizations.XML

Mapping Variables Used

None

Instructions

1. Ensure that a Hyperion Enterprise 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 or use Wizard to create a workflow directly.

4. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 7: Enumerate Periods

This sample enumerates Hyperion Enterprise periods of given Category and writes the result to a flat file.

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_EnumPeriods.XML

Mapping Variables Used

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Sample 8: Extract Accounts

This sample extracts Hyperion Enterprise accounts of given account groups and writes the result to a flat file.

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_ExtractAccounts.XML

Mapping Variables Used

· Selected Account Groups

· Selected Subaccount Tables, extract with parent

· Selected Subaccount Tables, extract separately

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

4. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 9: Extract Subaccounts

This sample extracts Hyperion Enterprise subaccounts of given account groups and writes the result to a flat file.

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_ExtractSubAccounts.XML

Mapping Variables Used

· Selected Account Groups

· Selected Subaccount Tables, extract with parent

· Selected Subaccount Tables, extract separately

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

4. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 10: Extract Account Groups

This sample extracts Hyperion Enterprise groups and writes the result to a flat file.

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_ExtractAccountGroups.XML

Mapping Variables Used

Selected Account Groups

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

3. Change the values of the mapping variables used if the default values for the mapping do not correspond to your Hyperion Enterprise application Actual data: Select Mappings > Parameters and Variables in Mapping Designer.

4. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 11: Extract Categories

This sample extracts Hyperion Enterprise categories and writes the result to a flat file.

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_ExtractCategories.XML

Mapping Variables Used

Selected Categories

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

4. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 12: Extract Period

This sample extracts Hyperion Enterprise periods of given categories and writes the result to a flat file.

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_ExtractPeriods.XML

Mapping Variables Used

Selected Categories

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

4. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 13: Extract Organizations

This sample extracts Hyperion Enterprise organizations and writes the result to a flat file.

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_ExtractOrganizations.XML

Mapping Variables Used

Selected Organizations

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

4. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 14: Extract Entities

This sample extracts Hyperion Enterprise entities and writes the result to a flat file.

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_ExtractEntities.XML

Mapping Variables Used

· Selected Organizations

· Selected Substructures, extract with parent

· Selected Substructures, extract separately

· “Master Organizational Structure“ (MOS) Category

· “Master Organizational Structure” (MOS) Period

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

4. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 15: Extract Subentities

This sample extracts Hyperion Enterprise subentities and writes the result to a flat file.

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_ExtractSubEntities.XML

Mapping Variables Used

· Selected Organizations

· Selected Substructures, extract with parent

· Selected Substructures, extract separately

· “Master Organizational Structure“ (MOS) Category

· “Master Organizational Structure” (MOS) Period

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

4. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 16: Extract Journals

This sample extracts Hyperion Enterprise journals and writes the result to a flat file.

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_ExtractJournals.XML

Mapping Variables Used

Journal File Name, PowerCenter server variables (like $PMTargetFileDir) are allowed

· Periods (0=All|1=Single)

· Selected Journals. Is required, when Periods=1

· Journals (1|0)

· Standard Templates (1|0)

· Recurring Templates (1|0)

· Regular (1|0)

· Parent (1|0)

· Auto-reversing (1|0)

· Unposted (1|0)

· Posted (1|0)

· Auto-reversed (1|0)

· Reviewed (1|0)

· Reversed (1|0)

· Locked (1|0)

· Balanced (1|0)

· Unbalanced (1|0)

· Balanced By Entity (1|0)

· Delimiter (~)

· Extract Posted as Unposted (1|0)

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

4. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 17: Extract Data (Single Value Mode)

This sample extracts Hyperion Enterprise data for specified entities and accounts for a specific period or range of periods and writes the result to a flat file (Single Value mode).

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_ExtractData_Single.XML

Mapping Variables Used

· Selected Organizations

· Selected Substructures, extract with parent

· Selected Substructures, extract separately

· Selected Subaccount Tables, extract with parent

· Selected Subaccount Tables, extract separately

· Selected Entity Lists

· Selected Account Groups

· Start Period

· End Period

· Category

· POV Organization

· Include Calculated Accounts (1|0)

· Scale

· Data View

· Value Port: Type (single)

· “Master Organizational Structure” (MOS) Category

· “Master Organizational Structure” (MOS) Period

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

4. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 18: Extract Data (Multiple Value Mode)

This sample extracts Hyperion Enterprise data for specified entities and accounts for a specific period or range of periods and writes the result to a flat file (Multiple Value mode).

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_ExtractData_Multiple.XML

Mapping Variables Used

· Selected Organizations

· Selected Substructures, extract with parent

· Selected Substructures, extract separately

· Selected Subaccount Tables, extract with parent

· Selected Subaccount Tables, extract separately

· Selected Entity Lists

· Selected Account Groups

· Start Period

· End Period

· Category

· POV Organization

· Include Calculated Accounts (1|0)

· Scale

· Data View

· Value Port: Type (multiple)

· Value Port: Number of periods to extract

· Value Port: First Value is Period 1 (1|0)

· “Master Organizational Structure” (MOS) Category

· “Master Organizational Structure” (MOS) Period

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

4. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 19: Extract Consolidation Detail Data (Single Value Mode)

This sample extracts Hyperion Enterprise consolidation detail data for specified entities and accounts for a specific period or range of periods and writes the result to a flat file (Single Value mode).

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_ExtractDSM_Single.XML

Mapping Variables Used

· DSM Types

· Selected Organizations

· Selected Substructures, extract with parent

· Selected Substructures, extract separately

· Selected Subaccount tables, extract with parent

· Selected Subaccount tables, extract separately

· Selected Entity Lists

· Selected Account Groups

· Start Period

· End Period

· Category

· Include Calculated Accounts (1|0)

· Scale

· Data View

· Value Port: Type (single)

· “Master Organizational Structure” (MOS) Category

· “Master Organizational Structure” (MOS) Period

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

4. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 20: Extract Consolidation Detail Data (Multiple Value Mode)

Source

Hyperion Enterprise application (local or remote)

Target

Flat File

File

m_ExtractDSM_Multiple.XML

Mapping Variables Used

· DSM Types

· Selected Organizations

· Selected Substructures, extract with parent

· Selected Substructures, extract separately

· Selected Subaccount Tables, extract with parent

· Selected Subaccount Tables, extract separately

· Selected Entity Lists

· Selected Account Groups

· Start Period

· End Period

· Category

· Include Calculated Accounts (1|0)

· Scale

· Data View

· Value Port: Type (multiple)

· Value Port: Number of periods to extract

· Value Port: First Value is Period 1 (1|0)

· “Master Organizational Structure” (MOS) Category

· “Master Organizational Structure” (MOS) Period

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

4. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 21: Load Journals

This sample loads Hyperion Enterprise journals from a flat file into a Hyperion Enterprise application.

Source

Flat File

Target

Hyperion Enterprise application (local or remote)

File

m_LoadJournals.XML

Mapping Variables Used

· Journals (1|0)

· Standard Templates (1|0)

· Recurring Templates (1|0)

· Regular (1|0)

· Parent (1|0)

· Auto-reversing (1|0)

· Unposted (1|0)

· Posted (1|0)

· Auto-reversed (1|0)

· Reviewed (1|0)

· Reversed (1|0)

· Locked (1|0)

· Delimiter (~)

· Use 1.8 Format (1|0)

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

4. (Optional) Specify the srcLoadJournals.txt file from the sample mappings data subdirectory as a source file of the LoadJournals method. If you do this, copy the 500JOUR_2Load.JAF from the sample mappings data subdirectory to the PowerCenter Server source files subdirectory.

5. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

6. (Optional) Change the target flat file output directory name and file name as needed.

7. Create a workflow with the session task, and run it.

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Sample 22: Load Data (Single Value Mode)

This sample loads Hyperion Enterprise data from a flat file into a Hyperion Enterprise application (Single Value mode).

Source

Flat File

Target

Hyperion Enterprise application (local or remote)

File

m_LoadData_Single.XML

Mapping Variables Used

· Exception File Name

· Calculate Account Errors (1|0)

· Start Period

· End Period

· Buffer Size

· Scale

· Load Mode

· Data View

· Calculate Formulas (1|0)

· Zero no Data (1|0)

· Account Conversion Table

· Entity Conversion Table

· Value Port: Type (single)

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

4. (Optional) Specify the srcLoadData_Single.txt file from the sample mappings data subdirectory as a source file of the LoadData method. Load Data file format:

Category,Entity,SubEntity,Account,SubAccount,SubSubAccount,Value1,Period,and ReverseSign.

5. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

6. (Optional) Change the target flat file output directory name and file name as needed.

7. Create a workflow with the session task, and run it.

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Sample 23: Load Data (Multiple Value Mode)

This sample loads data from a flat file into a Hyperion Enterprise application (Multiple Value mode).

Source

Flat File

Target

Hyperion Enterprise application (local or remote)

File

m_LoadData_Multiple.XML

Mapping Variables Used

· Exception File Name

· Calculate Account Errors (1|0)

· Start Period

· End Period

· Buffer Size

· Scale

· Load Mode

· Data View

· Calculate Formulas (1|0)

· Zero no Data (1|0)

· Account Conversion Table

· Entity Conversion Table

· Value Port: Type (multiple)

· Value Port: Number of periods to load

· Value Port: First Value is Period 1 (1|0)

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

4. (Optional) Specify the srcLoadData_Single.txt file from the sample mappings data subdirectory as a source file of the LoadData method. Load Data file format:

Category,Entity,SubEntity,Account,SubAccount,SubSubAccount,Value1[…,ValueN],and Period,ReverseSign.

5. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

6. (Optional) Change the target flat file output directory name and file name as needed.

7. Create a workflow with the session task, and run it.

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Sample 24: Load Data (Multiple Value Mode Based on Fiscal Year)

This sample loads data from a flat file into a Hyperion Enterprise application (Multiple Value mode Based in Fiscal Year).

Source

Flat File

Target

Hyperion Enterprise application (local or remote)

File

m_LoadData_MultipleFY.XML

Mapping Variables Used

· Exception File Name

· Calculate Account Errors (1|0)

· Start Period

· End Period

· Buffer Size

· Scale

· Load Mode

· Data View

· Calculate Formulas (1|0)

· Zero no Data (1|0)

· Account Conversion Table

· Entity Conversion Table

· Value Port: Type (multiple, fiscal year)

· Value Port: Number of periods to load

Instructions

1. Ensure that a Hyperion Enterprise connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

8. Change the values of the mapping variables used if the default values for the mapping do not correspond to your Hyperion Enterprise application Actual data: Select Mappings > Parameters and Variables in Mapping Designer.

3. (Optional) Specify the srcLoadData_Multiple.txt file from the sample mappings data subdirectory as a source file of the LoadData method. Load Data file format is as follows:

Category,Entity,SubEntity,Account,SubAccount,SubSubAccount,Value1[…,ValueN], FiscalYearStart,and ReverseSign.

4. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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Sample 25: Consolidate

This sample consolidates a Hyperion Enterprise application.

Note: The Consolidate method of Adapter for Hyperion Enterprise recognizes all method parameters from the source flat file.

Source

Flat File

Target

Hyperion Enterprise application (local or remote)

File

m_Consolidate.XML

Mapping Variables Used

None

Instructions

1. Ensure that a Oracle’s Hyperion^® Enterprise^® connection exists: Select Connections > Application in Workflow Manager.

2. Import the mapping in Designer and save it.

3. (Optional) Specify the srcConsolidate.txt file from the sample mappings data subdirectory as a source file of the Consolidate method. Load Data file format:

ConsolType,Category,StartPeriod,EndPeriod,Organization,TopEntity,and ReverseSign.

4. Create a task of the Session type for this mapping in Workflow Manager or use Wizard to create a workflow directly.

5. (Optional) Change the target flat file output directory name and file name as needed.

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

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