Extracting Hyperion Financial Management Metadata to Oracle Data Integrator

Step: 1) Go to Start—>Program Files—>Oracle—>Oracle Data Integrator explore ODI and login to work repository.

Step: 2) After successfully login to work repository go to Topology Navigator select Physical Architecture Tab and select Technology and expand it. Go to the Hyperion Financial Management Right Click and select ‘New Data Server’.

Step: 3) In the definition tab enter the following details as shown in the picture below:
Name: Appropriate name to data server
Cluster (Data Server): System name
User: User Name
Password: password

Step: 4) Click on Save it will ask you to create physical schema press ‘OK’.

Step: 5) In Technology Tab go to Hyperion Financial Management expand it and select newly create data server Right Click and select ‘New Physical schema’.

Step: 6) In the definition tab enter the HFM Application name to which you want to connect.

Step: 7) Click on Save it will ask you to specify the context press ‘OK’.

Step: 8) Go to the Logical Architecture tab Expand Technologies and select Hyperion Financial Management Right-click and select ‘New Logical Schema’.

Step: 9) Give appropriate name to logical schema and set the Context to Hyperion Financial Management physical schema.

Step: 10) Click on ‘Save’.

Step: 11) Go to the ODI Designer and create new Project with appropriate name.

Step: 12) Click on ‘Save’. You can check in the project tab

Step: 13) Expand project go to knowledge module right click and import following knowledge modules.

RKM Hyperion Financial Management
LKM File to SQL
LKM Hyperion Financial Management Members To SQL
LKM Hyperion Financial Management Data To SQL
IKM SQL to Hyperion Financial Management Data
IKM SQL to Hyperion Financial Management Dimension
IKM SQL to File Append

Step: 14) Press Ctrl and select all three knowledge

Step: 15) ‘Close’.

Step: 16) Now go to the model tab and create new model folder.

Step: 17) Go to the model tab and create new model.

Step:18) Go to the Reverse Engineer tab select customize check box and enter details as follows:

Step: 19) ‘Save’

Step:20) Newly created Model will be available for Reverse Engineering go to Model tab select Hyperion planning model and Right Click and select Reverse Engineers. Before Reverse Engineer the models make sure your agent services are running if not start it with following command:

C:oracleMiddlewareOracle_ODI1oraclediagentbin>agent –NAME=localagent

Step: 21) Now you can reverse engineer it.

Press ‘OK’.

Step: 22) Go to the Operator Tab check whether the Execution run successfully or not.

If all the checks are green that means your model reversed successfully.

Step: 23) Go to the Designer and open model tab expand Hyperion Financial Management model again. You can check all the dimensions are visible there from your HFM application

Done !


About Amit Sharma

BISP Solutions Inc. was founded in 2012 as a IT consulting and service provider, specializing in Oracle EPM/BI technologies. Our primary objective is to use our expertise to offer best EPM/BI solution and being cost effective. In a relatively short period of time, we have successfully become an information technology company having a long list of clients in North America. BISP Solutions has been providing solutions to unique customer requirements and has a proven track record and ability to deliver high end business EPM solutions that meet your business goals. BISP Solutions EPM solutions have helped various customers in EPM space and earning a reputation of consistently exceeding our customer expectations. We bring tremendous value to our customers due to ability to replicate with ease, deploy at a faster pace in a very flexible global delivery model with lowered costs. Our ultimate goal is to save time and money of our business partners by delivering a highest quality of solution/services. We believe that working closely with customer and having detailed understanding of the business domain is the key to success. Our iterative methodology has proven to be very successful in this regard. Our experts are Oracle certified and committed to specializing in EPM and BI services, providing the highest flexibility while designing your EPM solutions. BISP business methodology is based on 5C’s. 1. Commitment - As a wise man once said, “Commitment is what transforms a promise into reality”. We are committed in providing the best possible solution to you. 2. Collaboration - We collaborate and communicate with you to understand your business requirements and using our collective knowledge to provide a solution that not only follows cutting edge technology and best practices but is also simple to use. 3. Consistent - We guarantee our solutions and have been consistent in delivering cost effective solutions to our business partners. 4. Cost Effective – This is where we shine. We provide solutions that while being cutting edge are also financially feasible. Our Onsite / Offsite (consultants based in US) model provides the best in technology solution while keeping the cost significantly low of what leading consulting companies charge. 5. Customized – While we can implement out of the box solutions, we strive to provide a solution that works for you.
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