Hyperion® Data Integration Management Adapter for Performance Scorecard
Release 11.1.1.1
Readme
About Data Integration Management
Release 11.1.1.1
Data Integration Management
Adapters
Installing the Adapter for
Performance Scorecard Sample Files
Sample 1: Extract Variable Metadata
Sample 2: Extract Dimensional
Outline
Sample 4: Load Measure Result Data
Sample 5: Load Measure Targets
Values
Sample 6: Load Variable Result Data
Sample 7: Delete Business Objects
Sample 8: Load Measure Metadata,
Owners, Target Setters, Result Collectors, and Annotation Creators
Sample 9: Load Employee Metadata
and Assign Domain to Employees
Sample 10: Load Variable Metadata
and Result Collectors
Sample 11: Extract Employee
Metadata
Sample 13: Load Dimensional Outline
Sample 14: Load Variable Result
Data
Sample 15: Extract Measure Metadata
Sample 16: Extract Measure Result
Data
Sample 17: Extract Measure Targets
Sample 18: Extract Variable Result
Data
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.
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
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
· 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
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.
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.
Performance Scorecard server
Flat file
m_ExtractVariableMetadata.XML
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.
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.
Performance Scorecard server
Flat file
m_ExtractDimensionalOutline.XML
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.
This sample loads Performance Scorecard instances into the Performance Scorecard server from the flat file.
Note: This sample does not use mapping variables.
Flat file
Performance Scorecard server
m_LoadScorecard.XML
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.
This sample loads measure result data into the Performance Scorecard server from the flat file.
Note: This sample does not use mapping variables.
Flat file
Performance Scorecard server
m_LoadMeasureResultData.XML
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.
This sample loads measure targets values into the Performance Scorecard server from the flat file.
Note: This sample does not use mapping variables.
Flat file
Performance Scorecard server
m_LoadMeasureTargetsValues.XML
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.
This sample loads variable result data into the Performance Scorecard server from the flat file.
Note: This sample does not use mapping variables.
Flat file
Performance Scorecard server
m_LoadVariableResultData.XML
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.
This sample deletes all business objects on the Performance Scorecard server.
Note: This sample does not use mapping variables.
None
Performance Scorecard server
m_DeleteBusinessObjects.XML
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.
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.
Flat files
Performance Scorecard server
m_complex_mapping_1.XML
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.
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.
Flat files
Performance Scorecard server
m_complex_mapping_2.XML
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.
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.
Flat files
Performance Scorecard server
m_complex_mapping_3.XML
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.
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.
Performance Scorecard server
Flat file
m_ExtractEmployeeMetadata.XML
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.
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.
Performance Scorecard server
Flat file
m_ExtractScorecard.XML
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.
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.
Flat file
Performance Scorecard server
m_LoadDimensionalOutline.XML
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.
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.
Flat file
Performance Scorecard server
m_LoadVariableResultData.XML
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.
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.”
Performance Scorecard server
Flat file
m_ExtractMeasureMetadata.XML
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.
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”
• $$endDate—“12/31/2006 23:59:59”
Performance Scorecard server
Flat file
m_ExtractMeasureResultData.XML
1. Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.
2. Import the mapping in Designer and save it.
3. Create a task of the Session type for this mapping in Workflow Manager.
4. (Optional) Make appropriate changes to the target flat file output directory name and file name.
5. Create a workflow with the task and run it.
This sample extracts measure targets from the Performance Scorecard server to the flat file.
Note: The Extract Measure Targets method has the mapping variables Measure Name, Target Name, Start Date, and End Date. Initial values of these mapping variables are picked up from the parameters file HPS_params.txt, which is by default in data subdirectory of Sample.
To check the mapping variables settings:
1. In Mapping Designer, open the mapping source definition in Edit mode.
2. Select Metadata Extensions tab and view the Filter extension name value. It should contain the following string:
“MeasureName=$$measure&TargetName=$$targetName&StartDate=$$startDate&EndDate=$$endDate”
3. In Workflow Manager, open the task in Edit mode and specify the parameters file name, HPS_params.txt, as the value of the Parameter Filename attribute.
Performance Scorecard server
Flat file
m_ExtractMeasureTargets.XML
1. Ensure that a Performance Scorecard connection exists: Select Connections > Application in Workflow Manager.
2. Import the mapping in Designer and save it.
3. Create a task of the Session type for this mapping in Workflow Manager.
4. Specify the parameters file name, HPS_params.txt, as the value of the Parameter Filename attribute.
5. (Optional) Make appropriate changes to the target flat file output directory name and file name.
6. Create a workflow with the task and run it.
This sample extracts variable result data from the Performance Scorecard server to the flat file.
Note: The Extract Variable Result Data method has the mapping variables Variable Name, Start Date, and End Date. Initial values of these mapping variables are picked up from the parameters file HPS_params.txt, which by default is in the data subdirectory of Sample.
To check the mapping variables settings:
1. In Mapping Designer, open the mapping source definition in Edit mode.
2. Select Metadata Extensions tab and view the Filter extension name value. It should contain the following string:
“VariableName=$$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.
Performance Scorecard server
Flat file
m_ExtractVariableResultData.XML
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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