Extracting Members from Metadata

20-16 Oracle® Fusion Middleware Connectivity and Knowledge Modules Guide for Oracle Data Integrator ERR_TEXT_ DELIMITER ■ Blank Default ■ \ ■ \ Specify the text delimiter to be used for the data column in the error records file. For example, if the text delimiter is set as double quote, then all the columns in the error records file are delimited by double quotes. DELETE_ TEMPORARY_ OBJECTS ■ No Default ■ Yes Set this option to No, in order to retain temporary objects tables, files, and scripts after integration. This option is useful for debugging. Table 20–6 Cont. LKM Hyperion Essbase METADATA to SQL Option Values Description 21 Oracle Hyperion Financial Management 21-1 21 Oracle Hyperion Financial Management This chapter describes how to work with Oracle Hyperion Financial Management in Oracle Data Integrator. This chapter includes the following sections: ■ Section 21.1, Introduction ■ Section 21.2, Installation and Configuration ■ Section 21.3, Setting up the Topology ■ Section 21.4, Creating and Reverse-Engineering a Financial Management Model ■ Section 21.5, Designing an Interface ■ Section 21.6, Data Store Tables

21.1 Introduction

Oracle Data Integrator Adapter for Hyperion Financial Management enables you to connect and integrate Hyperion Financial Management with any database through Oracle Data Integrator. The adapter provides a set of Oracle Data Integrator Knowledge Modules KMs for loading and extracting metadata and data and consolidating data in Financial Management applications.

21.1.1 Integration Process

You can use Oracle Data Integrator Adapter for Hyperion Financial Management to perform these data integration tasks on a Financial Management application: ■ Load metadata and data ■ Extract data ■ Consolidate data ■ Enumerate members of member lists Using the adapter to load or extract data involves these tasks: ■ Setting up an environment: defining data servers and schemas See Section 21.3, Setting up the Topology . ■ Reverse-engineering a Financial Management application using the Reverse-engineering Knowledge Module RKM See Section 21.4, Creating and Reverse-Engineering a Financial Management Model . 21-2 Oracle® Fusion Middleware Connectivity and Knowledge Modules Guide for Oracle Data Integrator ■ Loading metadata and data using Integration Knowledge Modules IKM See Section 21.5, Designing an Interface ■ Extracting data and members using Load Knowledge Modules LKM See Section 21.5, Designing an Interface

21.1.2 Knowledge Modules

Oracle Data Integrator provides the Knowledge Modules KM listed in Table 21–1 for handling Hyperion Financial Management data. These KMs use Hyperion Financial Management specific features. It is also possible to use the generic SQL KMs with the Financial Management database. See Chapter 4, Generic SQL for more information.

21.2 Installation and Configuration

Make sure you have read the information in this section before you start using the Oracle Data Integrator Adapter for Financial Management: ■ System Requirements and Certifications ■ Technology Specific Requirements ■ Connectivity Requirements

21.2.1 System Requirements and Certifications

Before performing any installation you should read the system requirements and certification documentation to ensure that your environment meets the minimum installation requirements for the products you are installing. The list of supported platforms and versions is available on Oracle Technical Network OTN: http:www.oracle.comtechnologyproductsoracle-data-integrator index.html . Table 21–1 Hyperion Financial Management Knowledge Modules Knowledge Module Description RKM Hyperion Financial Management Reverse-engineers Financial Management applications and creates data models to use as targets or sources in Oracle Data Integrator interfaces. IKM SQL to Hyperion Financial Management Data Integrates data into Financial Management applications. IKM SQL to Hyperion Financial Management Dimension Integrates metadata into Financial Management applications. LKM Hyperion Financial Management Data to SQL Loads data from a Financial Management application to any SQL compliant database used as a staging area. This knowledge module will not work if you change the column names of the HFMData data store reverse engineered by the RKM Hyperion Financial Management knowledge module. LKM Hyperion Financial Management Members To SQL Loads member lists from a Financial Management application to any SQL compliant database used as a staging area. Oracle Hyperion Financial Management 21-3

21.2.2 Technology Specific Requirements

There are no technology-specifc requirements for using the Oracle Data Integrator Adapter for Financial Management.

21.2.3 Connectivity Requirements

This section lists the requirements for connecting to Hyperion Financial Management application. Use the default 32-bit HFM driver for 32-bit Windows platforms. For 64-bit Windows platforms, the 64-bit version of HFM driver must be used. To use the 64-bit HFM driver: 1. Exit ODI Studio, if applicable. 2. Locate the existing HFM driver file and rename it from HFMDriver.dll to HFMDriver32.dll. 3. In the same directory, make a copy of one of the following driver files depending on the Financial Management release: ■ The default 64-bit HFM driver file HFMDriver64.dll and rename the copy to HFMDriver.dll ■ For HFM 11.1.2 release, use HFMDriver64_11.1.2.dll ■ For HFM 11.1.1.2 relase, use HFMDriver64_11.1.1.2.dll 4. Name this copy HFMDriver.dll. 5. Restart ODI Studio.

21.3 Setting up the Topology

Setting up the Topology consists of: 1. Creating an Hyperion Financial Management Data Server 2. Creating an Hyperion Financial Management Physical Schema

21.3.1 Creating an Hyperion Financial Management Data Server

Create a data server for the Hyperion Financial Management technology using the standard procedure, as described in Creating a Data Server of the Oracle Fusion Middleware Developers Guide for Oracle Data Integrator. This section details only the fields required or specific for defining a Hyperion Financial Management data server: 1. In the Definition tab: ■ Name : Enter a name for the data server definition. ■ Cluster Data Server : Enter the Financial Management cluster name. 2. Under Connection, enter a user name and password for connecting to the Financial Management server. Note: The Test button does not work for a Hyperion Financial Management data server connection; it works only for relational technologies that have a JDBC driver.