Course Setup Document
Oracle Hyperion Financial Data Quality Management 11.1.2 Administration
ILT Global Course Code: D69377GC10
Last modified by Lea Jensen on June 28, 2011
Getting Started
Even though the course name refers to FDM release 11.1.2, the training environment is set up on FDM release 11.1.2.1.
User trnadmin with the password hyperion is used in this course for all demos and exercises. Set up this Windows user with full administrative rights for Windows and for all installed Oracle Hyperion products.
The Oracle training images for this course use Microsoft Windows 2003 EE Service Pack 2, Microsoft Office Professional Plus 2007 (you need Excel for the course), and Internet Explorer 7.0. Be sure to review other required 3rd party software for your installations.
These instructions assume that you have installed the required Oracle Hyperion products for this course:
· Oracle® Database 11g
· Oracle® Database Client 11g
· Oracle WebLogic 11gR1+
· Shared Services 11.1.2.1
· Workspace 11.1.2.1
· FDM 11.1.2.1
· Financial Management 11.1.2.1
Optionally, you can include Essbase, Administration Services, and Financial Reporting on the image.
Note: Replace C:\ in the below instructions with your drive letter.
Course Files Setup Instructions
- Create the FDM Desktop Folder
On the Windows desktop, create a folder called FDM and include the following shortcuts:
1. FDM Web Client (http://localhost/HyperionFDM)
2. Workbench Client (C:\oracle\Middleware\EPMSystem11R1\products\FinancialDataQuality\SharedComponents\Workbench.exe)
3. Workspace URL (http://<machine name>:19000/workspace)
4. Shared Services URL (http://<machine name>:19000/interop)
5. SQL Developer (C:\oracle\app\Administator\product\11.2.0\dbhome_1\sqldeveloper\sqldeveloper.exe)
6. Microsoft Excel 2007 (<location of MS Office files>\Excel.exe)
7. Services (%SystemRoot%\system32\services.msc /s)
8. Start Services (create a batch file that starts all Oracle Hyperion services and include it in this folder)
9. Stop Services (create a batch file that stops all Oracle Hyperion services and include it in this folder)
10. Notepad (C:\Windows\notepad.exe)
11. Financial Management (C:\oracle\Middleware\EPMSystem11R1\products\\FinancialManagement\Client\HFM.exe)
B. Extract the Setup Files
1. In Windows Explorer, create a C:\ImageSetup directory.
2. Unzip the setup ZIP file (D69377GC10_setup_files.zip) to the ImageSetup directory. The setup files include:
CF.zip / The CF directory includes three subdirectories:
FDM directory with the student training files, including the adapters, reports, and templates.
Documentation directory with FDM documentation.
HFM directory with a FlashFM subdirectory that contains the files needed to create the FlashFM application in Financial Management.
FDMdata.zip / The FDMdata folder includes the Flash subdirectory which contains the Flash FDM application files.
DMP.zip / Two dump files for the CL_Flash and WLDemo users and a sample .sql file
3. Extract the Setup Files
a. Open the ImageSetup\CF.zip file and extract the files to the C:\ drive.
The ZIP file copies the C:\CF directory structure and files to your drive.
b. Open the ImageSetup\FDMdata.zip file and extract the files to the C:\ drive.
The ZIP file copies the C:\FDMdata directory structure and files your drive.
c. Open the ImageSetup\DMP.zip file and extract the files to C:\ImageSetup.
Create the Financial Management FlashFM Application
- Create the Classic FlashFM Application
1. From the FDM folder on the Windows Desktop, launch Financial Management.
2. On the Hyperion Financial Management desktop, from the Tasks navigation pane, click Create Application.
3. In the Logon dialog box, enter the user name, password, and click Logon.
4. In the Create Financial Management Application dialog box, type or select these options, and then click Create.
Application Description / FlashFM training app
Application Profile / C:\CF\HFM\FlashFM\FDM_Flash1112.per
Local Storage Folder / C:\CF\HFM\FlashFM
User Management Project / Default Application Group
Financial Management Web Server URL for Security Administration / http://<machine-name>:19000/hfm
5. At the confirmation prompt, click OK, and then click Close.
6. From the Tasks pane, click Open Application.
7. In the Open Application dialog box, click Connect.
8. Select the FlashFM application and click Open Application.
- Load Metadata and Rules
1. In the Tasks pane, click Load Metadata.
2. For the Metadata Filename, select C:\CF\HFM\FlashFM\FDM_Flash1112_metadata3.xml.
3. Click Load.
4. At the confirmation prompt, click OK.
5. In the Tasks pane, click Load Rules.
6. For the Rules Filename, select C:\CF\HFM\FlashFM\FDM_Flash1112_rules.rle.
7. Click Load.
8. At the confirmation prompt, click OK.
9. Select File > Exit.
- Load Grids
1. From the FDM folder on the Windows Desktop, launch Workspace.
2. Log in as trnadmin, with the password hyperion.
3. Select Navigate > Applications > Consolidation > FlashFM.
4. Click Browser View.
5. Select Administration > Manage Documents.
6. Select the Data Grids tab.
7. Click Load, and then click Browse.
8. Browse to the C:\CF\HFM\FlashFM directory.
9. Select the CurrRates.xml file and click Open.
10. On the next line, click Browse.
11. Repeat steps 9 and 10 to select the following grids from the C:\CF\HFM\FlashFM directory:
o Accounts_by_Periods.xml
o Entities_by_Periods.xml
o FDM_- all_accounts.xml
o FDM_-TX_OH_assets.xml
12. Click OK to load the grids.
13. In the Browser View pane, expand Documents and select Data Grids.
14. Select each grid and verify that it opens. (the grids do not contain data)
15. Exit Workspace.
Set up Tablespaces and Users in the Oracle Instance
- Create Tablespaces and Users in the Oracle Instance
1. Create the following tablespaces in the Oracle instance
o FDMDEFAULT
o FDMWORK
o FDMWORKINDEX
o FDMMAPSEG
o FDMDATASEG
o WLDEMO_DATA
If needed, use the C:\ImageSetup\Oracle_tbl_users.sql file only as a guideline for creating the tablespaces.
2. Create the following users with the password hyperion in the Oracle instance:
CL_FLASH / FDMDEFAULT
CL_TRAINFDM / FDMDEFAULT
CL_TEST1 / FDMDEFAULT
CL_TEST2 / FDMDEFAULT
CL_TEST3 / FDMDEFAULT
WLDEMO / WLDEMO_DATA
If needed, use the C:\ImageSetup\Oracle_tbl_users.sql file only as a guideline for creating the users.
- Import the Dump Files
1. Import the C:\ImageSetup\WLDEMO.dmp file with the imp command to load data into the WLDEMO schema.
For example, use the following command:
imp.exe wldemo/hyperion@orcl file=C:\ImageSetup\WLDEMO.dmp full=yes
where “orcl” is your Oracle instance name.
2. Use the C:\ImageSetup\CL_FLASH.dmp file to load data into the CL_FLASH schema.
a. In the Oracle instance, create a directory that defines the location of the dump file for the CL_Flash user, and define access to the directory, for example:
CREATE DIRECTORY dmpdir AS 'C:\ImageSetup';
GRANT read, write ON DIRECTORY dmpdir TO CL_FLASH;
b. Import the dump file with the impdp command, for example:
impdp CL_FLASH/hyperion directory='dmpdir' DUMPFILE=CL_FLASH.DMP TRANSFORM=SEGMENT_ATTRIBUTES:N:INDEX TRANSFORM=SEGMENT_ATTRIBUTES:N:CONSTRAINT log=CL_FLASH_import.log
- Update Users in the CL_Flash Schema
We need to set the unique ID for the TRNADMIN and RJACKSON users in the CL_Flash schema to NULL so that students can log on to the application once they add the application to FDM.
1. Use the following lines as a sample for setting the uniqueid to null:
CONNECT CL_FLASH/hyperion@orcl as sysdba
update "CL_FLASH"."TSECUSER" set uniqueid=NULL where userid = 'TRNADMIN';
update "CL_FLASH"."TSECUSER" set uniqueid=NULL where userid = 'RJACKSON';
(in the above example, orcl is the Oracle instance)
2. Commit the changes.
Register the Financial Management Adapter
1. Select Start > Run, enter cmd, and click OK to open the command prompt.
2. Change your directory to the .NET framework directory. For example:
cd c:\ windows\microsoft.NET\Framework\v2.0.50727
3. Register the Financial Management adapter with the following command:
RegSvcs C:\CF\FDM\Adapters\AdapterComponents\fdmFM11xG5E\fdmFM11xG5E.dll
4. Exit the command prompt.
Verify User Provisioning
1. Launch Start > Programs > Oracle EPM System > Foundation Services > Shared Services URL.
2. Log in as user admin with the password password.
3. From the Provisioning pane on the left, expand User Directories > Native Directory.
4. Select Users, and from the pane on the right, click Search.
5. Right-click trnadmin and select Provision.
6. Verify that trnadmin has full rights to the all Hyperion products and applications, and then click Cancel.
7. Exit Shared Services Console.
Image Cleanup
Delete the ImageSetup directory and its contents.