Performing the System Setup for Financial Management

  To perform system configuration for Financial Management, do the following steps:

  1. From the left panel, expand the OFMA Configuration node, select HFM Configuration and provide the connection details, and then select HFM System Setup.

  2. On the HFM System Setup screen, under the Setup BI HFM Integration box complete the following Financial Management system setup:

    • Select Update the OPMN.xml and NQSConfig.ini files, which connects to Hyperion Financial Management data source.

      The updated OPMN.xml file is uploaded to the following location:

      • For Windows: OBIEE Installed Location/instances/<instance name>/config/OPMN/opmn/opmn.xml

      • For Linux: OBIEE Installed Location/instances/<instance name>/config/OPMN/opmn/opmn.xml

      Note:

      On the HFM System Setup screen, under the Setup BI HFM Integration, if “[Configured]” text is displayed adjacent to Configure OPMN.xml file then the OPMN.xml file is already configured and updated at the respective location, you can click Execute to proceed.

    • Under OFMA within HFM Workspace box, complete the following Oracle BI EE setup:

      Note:

      Before enabling the Analytics option, you must ensure that all the prerequisites are met. See Configuring the Workspace Integration

      • If (Disabled) text is displayed adjacent to OFMA within HFM Workspace, then select Enable “Analytics” within EPM Workspace?

        Enabling the Analytics option, you can access the OFMA Dashboard in the HFM application within EPM Workspace.

      • If (Enabled) text is displayed adjacent to OFMA within HFM Workspace, then select Disable “Analytics” within EPM Workspace?

        Disabling the Analytics option, you cannot view the OFMA Dashboard in the HFM application within EPM Workspace.

      Note:

      This option is only applicable for EPM Release 11.1.2.4.000 onwards.

    The HFM System Setup screen is displayed.
  3. Click Execute to proceed.