Registering Target Applications

Subtopics

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

  To register target applications:

  1. On the Setup tab, under Register, select Target Application.

  2. In Target Application, in the Target Application summary grid, click Add.

  3. In Select Application, from Type, select the application.

    Valid application types:

    • Financial Management and Tax

    • Planning

    • Essbase

    • Profitability (Hyperion Profitability & Cost Management (HPCM))

    • Account Reconciliation Manager

    • Custom Applications

  4. In Application Details, enter the application name.

  5. Click OK.

    For Financial Management, Planning, and Essbase, the Deployment Mode (the metadata load) is automatically detected when you select the application. The metadata load methods are:

    • EPMA—For EPMA deployed applications, FDMEE loads metadata to the EPMA interface table and creates an import profile. The import profile pulls from the interface tables for dimensions. The import profiles are named “FDMEE System Profile xxx” where xxx is the Rule ID, that is being run.

    • Classic—For Classic deployed applications, FDMEE loads metadata directly to the application.

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

  7. Optional: Click Refresh Metadata to synchronize the application metadata from the target application.

  8. Optional: Click Refresh Members to synchronize members from the target dimension.

  9. In Target Application, click Save.

  10. Define the dimension details.

    See Defining Application Dimension Details.

    Note:

    Do not modify dimensions in the EPMA application after you have registered the target application in FDMEE. Any action such as sharing or removing the dimension, and then re-adding it, alters the dimensions ID and creates a mismatch between EPMA and FDMEE.

  11. Select the application options.

    For Essbase or Planning applications, see Defining Application Options for Essbase and Planning.

    For Public Sector Planning and Budgeting, see Defining Application Options for Public Sector Planning and Budgeting.

    For Financial Management, see Defining Application Options for Financial Management.

    Note:

    No application options are available for the Account Reconciliation Manager.