Importing Rules, Rulesets, Templates, Formulas, and Scripts

You can import rules, rulesets, templates, formulas and scripts into your application with Oracle Hyperion Calculation Manager. After you import, you can save the results of the import to a local file.

To import an object, it must be in one of these file types:

  • All users: .xml, a file that contains objects in xml format

  • All users: .zip, zip files can only contain xml files

  • Oracle Hyperion Financial Management users only: .rle, a file that contains objects in Visual Basic format

  • Financial Management users only: .cmo, a file that contains objects in ASCII text format

  • Oracle Hyperion Planning, Oracle Essbase, and Oracle General Ledger users only: .csc, a file that contains objects in Essbase calc script format

Note:

You cannot import from one product type to another.

To import objects:

  1. In System View, select Actions, and then Import, or click Import button.
  2. In the Import dialog box, in File Import Details, click Browse, and then select a file to import.
  3. In Location Details, enter an application type, application, and cube.

    • If the file is a .csc file, you must enter location details.

    • If the file is an .xml file, you do not have to enter location details if the location details are already in the import file.

    • If the file is an .rle file, and you enter location details, the key word, 'app_name=<name of the application> must be on the first line of the .rle file. For example, 'app_name=Statutory.

    • If the file is a .cmo file, the application information is included in the key word.

    The information entered in Location Details overrides the location specified in the import file. If no location information is specified in the import file, you must enter information in Location Details; otherwise, the import fails.

  4. In Import Options, select one of the following options:

    • Overwrite Existing Objects—Imported objects replace the objects in the application and calculation, cube, or database.

    • Skip Existing Objects—Imported objects are added to the objects in the application and calculation, cube, or databaseas long as the object does not already exist; otherwise, the object is not imported, and the status in the results show "skipped."

    • Error Out for Duplicates—If the imported objects duplicate objects that already exist in the application and calculation, cube, or database, the names of the duplicate objects are written to the log file, no objects are imported, and the import process stops.

  5. Financial Management users only: If you are importing an .rle file, the following conversion options are enabled:

    • Script Components—Converts the .rle file into script components in Calculation Manager.

    • Graphical Components—Converts the .rle file into graphical components in Calculation Manager.

      If you select Graphical Components you can:

      • Select Use component level conditional block to include conditions as part of formula components in flow charts. (The default is to include conditions as separate condition components, not as part of formula components, in flow charts.)

      • Select an option to specify how to separate statements into component objects based on comments in the script:

        • Separate Component—Generates a separate component for each comment line in the script.

        • Multi-block Component—Generates one component with one block for each comment line in the script.

        • Single-block Component—Generates one component with one block for all comment lines in the script. (There are no separate blocks for comment lines.)

  6. Click Import.
  7. Optional: Click Save As to save the results of the import to a local file.