Working with the Outline Load Utility

The Outline Load utility can be used to import metadata and data for Account, Period, Year, Scenario, Version, Currency, Entity, user-defined dimensions, attributes, UDAs, exchange rates, Smart Lists, and planning unit hierarchies from a flat file or a relational data source. You can also export metadata and data to a flat file or export metadata to a relational data source using the Outline Load utility.

Note:

To import or export data or metadata without using a command line, see Working with Planning Import and Export. Oracle Hyperion Planning Import and Export supports only imports or exports to or from a flat file.

Use these general steps to load information with the Outline Load utility:

1. When loading data, set the DIRECT_DATA_LOAD and DATA_LOAD_FILE_PATH system properties.

2. Optional: Create a command properties file (.properties) that contains command line arguments.

3. Create a load file for each dimension or set of data that you want to load.

4. Test the load files, and then run the utility.

   For detailed instructions, see these topics:

   • Command Properties File

   • Generating Load Files

   • Importing Data and Metadata Using a Flat File

   • Importing Data and Metadata from a Relational Data Source

   • Exporting Data and Metadata from a Planning Application to a Flat File

   • Command Line Parameters for the Outline Load Utility

   • Dimension Properties

5. Optional: Clear any temporary files that were generated during the load. See Clearing EPM Oracle Instance Tmp Directory Files.