Hyperion Planning An Introduction

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Document:
Hyperion Financial Data Quality Management
Installation and Configuration guide

Description:
(This Document covers installing and configuring Financial Data Quality
Management (FDM) for a Financial Management installation.)

History:
Version Description Author Publish Date
Change
0.1 Initial Draft Gourav Atalkar 22-Apr-2011

Reviewed By: Amit Sharma

Business Intelligence Solution Providers | FDM 11.1.1.3 Installation and Configuration 1


Hyperion Financial Data Quality Management
Title Page No.
1) Installing Financial Data Quality Management 3

2) Configuring the web Server 7

a) Configuring Task Manager and Application Manager 9

b) Configuring Load Balance Manager 13

c) Configuring Workbench 15

d) Creating Financial Data Quality Management Applications 17

e) Installing and Configuring Financial Management Adapter 23



Installing Financial Data Quality Management

Navigate to Oracle E-Delivery, and perform the following actions:

In the Select a Product Pack drop-down list, select Oracle Enterprise Performance
Management System. In the Platform drop-down list, select Microsoft Windows (32-bit).Click
Go.

On the Oracle Enterprise Performance Management (11.1.1.3.0) Media Pack for Microsoft
Windows (32-bit) page, select Oracle Hyperion Financial Data Quality Management, Fusion
Edition Release 11.1.1.3 Microsoft Windows X86, and click Download.



Save the V17383-01.zip, V17386-01.zip, V17385-01.zip, V17427-01.zip, V17428-01.zip file to a
temporary directory.

Navigate to the V13458-01.zip file and extract the assembly.dat file to the assemblies folder on your
computer.

Navigate to your Oracle EPM System Install directory and double-click InstallTool.cmd to
launch the Oracle Hyperion EPM System Installer.



On the Welcome page of the Hyperion EPM System Installer Release 11.1.1.3, click Next.

Accept the default destination folder or click Browse to enter a new destination folder, and
then click Next.



Select New Installation and Choose components individually, and click Next.

Select FDM and click Next.

Click Next to install all components.

Confirm that all components are installed, and click Finish to exit Hyperion EPM System
Installer Release 11.1.1.3



Configuring the Web Server
Step: 1) The Web-based interface provides end users and administrators access to a number of
FDM features.

Select Start > Programs > Oracle EPM System > Financial Data Quality Management > Web
Server Components > Web Config Manager.

Step: 2) Enter the user name, password, and domain of the Windows account under which the
.NET Web process will run.



Step: 3) On the Load Balance Server tab, enter the Load Balance server name, and click OK.

The load balance server is the computer that stores FDM application configurations and
performs load balancing on FDM application servers. You may also specify a backup load
balance server.

Step: 4) Select Start > Run, type cmd, and click OK to open a command prompt.

Type iisreset to restart Internet Information Services (IIS).



A) Configuring Task Manager and Application Manager

Task Manager installs a Windows service that runs scheduled tasks (FDM scripts) at specified
intervals. Tasks can be scheduled to run repeatedly, daily, weekly, or monthly. The Application
Server component enables the execution of resource-intensive tasks on a server other than the
Web server, and thus can be used to limit database and file system access to a server behind a
firewall (when the Web server is in front of the firewall).

In this topic, you assign the "Log on as a service” user permission to your administrator account.
This user right is required for running scheduled tasks in Task Manager. You then configure the
Task Manager and Application Manager components.

Step: 1) Select Start > Programs > Administrative Tools > Local Security Policy, and expand
Local Policies > User Rights Assignment.

Step: 2) In the right pane, double-click Log on as a service.



Step: 3) In the "Log on as a service Properties" dialog box, perform these actions:

1) Verify that your admin account is listed, or click Add User or Group to add your admin
account.
2) Click OK to close the "Log on as a service Properties" dialog box.
3) Select File > Exit to close the Local Security Policies window.



Step: 4) Select Start > Programs > Oracle EPM System > Financial Data Quality Management >
Task Manager> Task Manager Configuration.

Task Manager Service and the FDM DCOM objects run.



Step: 6) On the Load Balance Server tab, enter the name of your load balance server. You can
enter a backup load balance server as well.

Application Server > Application Server Config Manager.



application server DCOM objects run, and click OK.

B) Configuring Load Balance Manager

Load Balance Manager enables you to balance the load on the FDM application servers and
store the FDM application configuration. A common scenario is to install Load Balance Manager
on a computer that is running the Application Server component.

In this topic, you configure Load Balance Manager by specifying the FDM application servers to
use for load balancing.

Load Balance Manager > Load Balance Configuration.



Load Balance Manager DCOM objects run.

Step:3) On the Application Servers tab, click Add, and enter the names of all servers that run
the FDM Application Server component.



Step: 4) On the Authentication Providers tab, click Add, and enter the name of the
authentication provider that you will use in FDM.

C) Configuring Workbench

Workbench is a Windows client program that provides an administration and development
environment. It enables you to perform common administrator tasks, such as creating
locations, building import formats, and creating validation and logic groups. It also enables you
to administer integration adapters, scripts, and reports.

Workbench > Workbench Client.



Step: 2) In the Load Balance Server Group dialog box, click Add.

Step: 3) Enter a group name and description, enter the name of your primary load balance
server, and click OK.

A domain name, IP address, and server name are acceptable formats in which to designate the
server. You can browse for a server by clicking



D) Creating Financial Data Quality Management Applications

Follow the steps required by your database provider to ensure that your database
administrator account has rights to create a new database.

Create user schema in oracle database:

Log on to FDM by performing the following actions:

Step: 1) Open Internet Explorer and enter the following URL: http://<servername>/HyperionFDM/,
where <servername> is the name of your Web Server.
Step: 2) Select <New Application>, and enter the user name, password, and domain of an account that
can create FDM applications.
Step: 3) Click Logon.



Step: 4) On the General tab in the New Application form, enter the name, description, and path
of the new application.

Step: 5) On the Database tab perform the following actions:

Verify that the application was created successfully, and click OK.



Step: 6) Navigate to the FinancialDataManagement-Reports11113.zip file, and extract the
FinancialDataManagement-Reports11113.zip file to a
c:HyperionproductsFinancialDataQuality<appname>Reports. directory.

Step: 7) Navigate to the FinancialDataManagement-Templates11113.zip file, and extract the
FinancialDataManagement-Templates11113.zip file to a
c:HyperionproductsFinancialDataQuality<appname>OutboxTemplates. Directory




Step:9) Select your application, enter the user name, password, and domain (if necessary), and
click OK

Step: 10) Select the Report tab, and then select File > Import.



Step: 11) Select the file

C:HyperionproductsFinancialDataQualityFDMWork<app_name>Reports
StandardReportsSQLServer1111Active.xml (for SQL)or
C:hyperionfdm<appname>ReportsStandardReportsOracle1111Active.xml (for Oracle),
and click Open.

Step: 12) On the General tab, select Reports and click OK.



E) Installing and Configuring Financial Management Adapters

After you create an FDM application, you install and configure the Financial Management
adapters. Financial Management adapters enable interaction between the FDM application and
the Financial Management applications.

Adapters have two components—DLL/EXE and XML metadata. DLL/EXE files contain the
system-specific instructions for interacting with target or source systems. XML files contain all
data that relates to the current FDM application.

Previously we have download the following driver hfm adapter is highlighted one.



Step: 1) Extract the V17385-01.zip file to

C:HyperionproductsFinancialDataQualitySharedComponents.




Step: 3) Select your application, enter the user name, password, and domain (if necessary), and
click OK.

Step: 4) On the Adapters tab, select File > Import.

Step: 5) Select FM11x-G5-C.xml, and click Open.



Step: 6) On the General tab, select Integration Adapters, and click OK.

Step: 7) On the Oracle Hyperion FDM Workbench, select File > Import.

Step:8) Select FM9i-G4-B.xml, and click Open.



Step: 9) Select Integration Adapters, and click OK.

Verify that the two adapters are displayed in the Target System Adapters section on the
Adapters tab



Step: 10) Select File > Register Adapter.

Verify that the adapter registered successfully, and click OK.

Step: 11) In the navigation pane, expand Target System Adapters > FM11x-G5-C.xml, right-click
Machine Profile, and select Add Machine Profile.



Step: 12) In the Add Machine Profile dialog box, enter the required information:

• Source Machine is the FDM application server name.
• Target Machine is the computer name or IP address of the application server or application
cluster.
• Optional: To override the logon method specified by the integration settings, specify a user
name, password, and domain for the local computer



Step: 13) In the navigation pane, expand Target System Adapters > FM11i-G5-C.xml, right-click
Machine Profile, and select Add Machine Profile.

Step: 14) In the Add Machine Profile dialog box, enter the required information:

• Source Machine is the FDM application server name.
• Target Machine is the computer name or IP address of the application server or application
cluster.
• Optional: To override the logon method specified by the integration settings, specify a user
name, password, and domain for the local computer.



Step: 15) Log on to your application by performing the following actions:

a. In Internet Explorer, enter http://<servername>/HyperionFDM/, where <servername> is the
name of your Web server.
b. Select your application and enter the user name, password, and domain (if necessary).
c. Click Logon.

Step: 16) Select Administration > Application Settings.

Step: 17) In the System Code list, select FM11X-G5-C, and click Save.



Step: 18) Select Administration > Integration Settings.

Step: 19) In Integration Settings, perform the following actions:

1) In the Options list, select Application name.
2) In the App Name box, enter the name of your Financial Management application.

Step: 20) In Integration Settings, perform these actions:

In the Options list, select Logon Method. In the Method list, select a logon method:

• Unified: The FDM user name and password are used to log on to the target system. For this
option to be usable, the target user name and password and the FDM user name and password
must be the same.

• Global: The user name and password specified for global logon is passed to the target system.
Users enter the same user name and password to connect to the target system.



Click Save.

Step: 21) Select Activities > Maps to test the connection to Financial Management.

Step: 22) Click Add to add a row.



Step: 23) Click in the Target FM Account cell, and select Browse for Target Value.

You have successfully installed and configured FDM for a Financial Management application.


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