Financial Management Artifact Listing
Oracle Hyperion Financial Management artifacts are listed in the Financial Management application group in Oracle Hyperion Shared Services Console.
Note:
The artifacts displayed in Shared Services Console vary by implementation.
About the Artifact Listing
Note the following about the artifact listing:
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Artifact—Artifact name
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Description—Artifact description
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Last Modified Time—If this parameter is supported, reflects the time that the artifact was imported. Some artifacts do not support the last modified time parameter.
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Last Modified User—If this parameter is supported, reflects the user who last modified the artifact. Some artifacts do not support the last modified user parameter.
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Editable on the File System—If yes, the artifact can be edited on the file system using a text editor. If no, the artifact can be edited only within the product.
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Dependencies—Lists artifact dependencies. For example, Financial Management Events artifacts also require that Financial Management Calendars artifacts be migrated.
Application Base Level Data Artifact
Table G-1 Base Level Data Artifact
Artifact | Description | Last Modified Time | Last Modified User | Editable on the File System? | Dependencies |
---|---|---|---|---|---|
Data | Base level data including ownership information, exchange rate, and so on. | No | No | Yes | Security Class, Dimensions |
Note:
In order to export or import Financial Management Data artifacts in a distributed EPM installation, Oracle Hyperion Enterprise Performance Management System Lifecycle Management must have a shared file system path. The domain account that has access to this shared/disk folder should be used to start services. Configure hfmLcmServiceAppPool(IIS)
with this domain account.
Application Snapshot Artifact
Table G-2 Application Snapshot Artifact
Artifact | Description | Last Modified Time | Last Modified User | Editable on the File System? | Dependencies |
---|---|---|---|---|---|
Application Snapshot | Complete application backup (can be restored later) | No | No | Yes | None |
Note:
Application Snapshot migration requires all users to be logged out of the application. The system logs out all users and shuts down the application if there are no active tasks present for the application. The Application Snapshot is exported at the end of the migration after processing other artifacts. When importing, the Application Snapshot cannot be selected with other artifacts; however, if the application does not already exist in the target, you must include the application definition artifact to create the application shell.
Configuration Artifacts
Table G-3 Configuration Artifact
Artifact | Description | Last Modified Time | Last Modified User | Editable on the File System? | Dependencies |
---|---|---|---|---|---|
Application Definition | Used to create application shells | No | No | Yes | None |
Application Module Configuration | Allows system administrators to disable Financial Management modules for all users of an application | Yes | Yes | Yes | None |
Documents Artifacts
Table G-4 Documents Artifacts
Artifact | Description | Last Modified Time | Last Modified User | Editable on the File System? | Dependencies |
---|---|---|---|---|---|
Custom Documents | User-defined documents such as Microsoft Word or Excel documents | Yes | No | No | Security Class |
Data Explorer Reports | Displays information from data grids | Yes | No | Yes—TXT, XML | Security Class, Dimensions, Member Lists |
Folders | A file containing other files for the purpose of structuring a hierarchy | Yes | No | Yes—TXT, XML | Security Class |
Links | A reference to a repository object. Links can reference folders, files, shortcuts, and other links. | Yes | No | Yes—TXT, XML | Security Class |
Related Content | A link to content in another Oracle product, such as a report | Yes | No | Yes—TXT, XML | Security Class |
Tasklists | A detailed status list of tasks for a particular user | Yes | No | Yes—TXT, XML | Security Class |
Dimensions Artifacts
Table G-5 Dimensions Artifacts
Artifact | Description | Last Modified Time | Last Modified User | Editable on the File System? | Dependencies |
---|---|---|---|---|---|
Account | A dimension type that makes accounting intelligence available. Only one dimension can be defined as Accounts. | Yes | No | Yes—XML | Security Class |
Appsettings | A metadata attribute | Yes | No | Yes—XML | Security Class |
ConsolMethod | A metadata attribute | Yes | No | Yes—XML | Security Class |
Currency | A metadata attribute | Yes | No | Yes—XML | Security Class |
Custom (1–4) | A dimension created and defined by users. Channel, product, department, project, or region could be custom dimensions. | Yes | No | Yes—XML | Security Class |
Entity | A dimension representing organizational units. Examples: divisions, subsidiaries, plants, regions, products, or other financial reporting units. | Yes | No | Yes—XML | Security Class |
ICP | A dimension representing all intercompany balances that exist for an account. This is a reserved dimension that is used in combination with the Account dimension and any custom dimension. | Yes | No | Yes—XML | Security Class |
Period | A dimension representing time periods, such as quarters and months | Yes | No | Yes—XML | Security Class |
Scenario | A dimension for classifying data (for example, Actuals, Budget, Forecast1, and Forecast2) | Yes | No | Yes—XML | Security Class |
Value | A dimension representing the different types of values stored in your application, and can include the input currency, parent currency, adjustments, and consolidation detail such as proportion, elimination, and contribution detail | Yes | No | Yes—XML | Security Class |
View | A dimension representing various modes of calendar intelligence; for example, Periodic, Year-to-Date, and Quarter-to-Date frequencies | Yes | No | Yes—XML | Security Class |
Year | A dimension representing the fiscal or calendar year for data | Yes | No | Yes—XML | Security Class |
Forms Artifacts
Table G-6 Forms Artifacts
Artifact | Description | Last Modified Time | Last Modified User | Editable on the File System? | Dependencies |
---|---|---|---|---|---|
Web Forms | Grid display on the Web that enables users to enter data into the database | Yes | No | Yes—TXT, XML | Security Class, Dimensions, Member Lists |
Web Grids | An object for entering and displaying data | Yes | No | Yes—TXT, XML | Security Class, Dimensions, Member Lists |
InterCompany Artifacts
Table G-7 InterCompany Artifacts
Artifact | Description | Last Modified Time | Last Modified User | Editable on the File System? | Dependencies |
---|---|---|---|---|---|
ICT Matching Template | Set of predefined components for intercompany matching processes | Yes | No | Yes—TXT, XML | Security Class, Dimensions, Member Lists |
ICT Reason Codes | An explanation of an intercompany transaction’s status | Yes | No | Yes—TXT, XML | None |
Intercompany System Report | Information from intercompany matching processes | Yes | No | Yes—TXT, XML | Security Class, Dimensions, MemberLists |
ICT System Reports | Information from intercompany transactions | Yes | No | Yes—TXT, XML | Security Class, Dimensions, Member Lists |
IC Matching By Account | InterCompany matching reports based on accounts selected | Yes | No | Yes—TXT, XML | Security Class, Dimensions, Member Lists |
IC Matching By Trans ID | InterCompany matching reports based on transaction ID | Yes | No | Yes—TXT, XML | Security Class, Dimensions, Member Lists |
Journals Artifacts
Table G-8 Journals Artifacts
Artifact | Description | Last Modified Time | Last Modified User | Editable on the File System? | Dependencies |
---|---|---|---|---|---|
Journal Groups | A user-defined element | No | No | Yes—TXT, XML | None |
Journal System Reports | Displays information from journals | Yes | No | Yes—TXT, XML | Security Class, Dimensions, Member Lists |
Journal Templates | A journal function used to post adjustments that have common adjustment information for each period; for example, you can create a standard template that contains the common account IDs, entity IDs, or amounts, and then use the template as the basis for many regular journals. | Yes | No | Yes—TXT, XML | Security Class, Dimensions, Member Lists, Journal Groups |
Member Lists Artifacts
Table G-9 Member Lists Artifacts
Artifact | Description | Last Modified Time | Last Modified User | Editable on the File System? | Dependencies |
---|---|---|---|---|---|
Member Lists | A named group, system- or user-defined, that references members, functions, or member lists within a dimension | Yes | No | Yes—XML |
Dimensions |
Phased Submission Artifact
Note:
To migrate Phased Submission artifacts, both the Source and Destination must be phase submission enabled.
Table G-10 Phased Submission Artifact
Artifact | Description | Last Modified Time | Last Modified User | Editable on the File System? | Dependencies |
---|---|---|---|---|---|
Phased Submission |
A stage of a process management unit | Yes | No | Yes—XML | None |
Rules Artifact
Table G-11 Rules Artifacts
Artifact | Description | Last Modified Time | Last Modified User | Editable on the File System? | Dependencies |
---|---|---|---|---|---|
Rules | Automates the calculation of data within an application | Yes | No | Yes—XML | Dimensions |
Security Artifacts
Table G-12 Security Artifacts
Artifact | Description | Last Modified Time | Last Modified User | Editable on the File System? | Dependencies |
---|---|---|---|---|---|
Security Class | An attribute for dimension members that specifies user permissions | Yes | No | Yes—TXT, XML | None |
Security Class Access | Privileges assigned to a user for a security class | No | No | Yes—TXT, XML | Security Class |