creating application 3

8/3/2019 Creating Application 3

1/20

Integrate with

the Target Application


2/20

Integration OverviewIntegration settings are used to point a Hyperion FDM application to the targetapplication. The target application is the application to which you want to load data.

Hyperion Enterprise and Hyperion Financial Management (HFM) are examples of valid

target applications.

After integrating with either of the target applications, import the standard reports from

an XML file and copy the standard templates into the new applications folder structure.The process of integrating with the target application is competed from within the

Hyperion FDM Workbench client.


3/20

ProcedureProcedure Integrating with the Target Application

a. Import the target system adaptor.

b. Register the adaptor.

c. Add machine profile.

d. Verify application settings.

e. Update integration settings.

f. Update DCOM settings (Enterprise only)

g. Map Hyperion FDM Dimensions to Target Dimensions (Enterprise only).

h. Test integration settings.

i. Test integration settings from within the Web Client.


4/20


5/20

From within the Open Import File dialog, locate and select the target system adaptor

file then click on to display the Import window .

Note: HETxx.xml files are Enterprise adaptors and HFMxx.xml files are HFM adaptors.From within the Import popup screen (General tab), check the items to import (Figure)

Click the Options tab. This tab contains the following options:

Save existing machine profile if this box is not checked, all existing machine profiles

will be deleted.Remove all report groups before updating reports this option deletes existing report

groups before updating the application with new reports.


6/20


7/20


8/20

After import


9/20

Register the Adaptor

Adding the adaptor and setting up machine profiles needs to be completed once

for every Hyperion FDM application that is created. Registering the adaptor needs

only to be done one time.

if a Hyperion FDM application using the same adaptor that has already been

registered. The file will be registered for any future applications

From the Workbench desktop, select File -> Register Adaptor to display the

Register Adaptor dialog


10/20

c. Add Machine ProfileWorking from the Adaptor tab in the Hyperion FDM

Workbench desktop, expand the directory titled Target

System Adaptors by clicking + to expand the Adaptors

directory, then clicking + next to the adaptor listed to open

the adaptor subdirectory.

Right-click on the Machine Profiles folder and select Add

Machine Profile from the flyout menu


11/20

Complete the Source Machine and Target Machine

information in the Add Machine Profile dialog box.

Source Machine Name enter the Hyperion FDM

Application server name here.Target Machine Name enter the computer name or

IP address of the application server or application cluster

here.

UserName specify a user name, password, and domain

for the local machine to override the logon method

specified in the Integration Settings logon method. This

computer will always use the specified user name and

password to log onto the target application server and

the application. The user account specified here must

have access to the target application server and have

appropriate security privileges, regardless of the user who

is logged into Hyperion FDM. This option is generally not

used, but rather the unified logon functionality in Hyperion

FDM to that provides network authentication is the more

preferred method.

Password the Windows password for the target machine.

Domain the domain for target Machine


12/20

d. Verify Application SettingsFrom the Hyperion FDM desktop, open the Administration Menu by selecting theAdministration Tab.


13/20

From the Administration Menu click the Application Settings link to switch to the

Application Settings screen

The Applications Settings screen includes an Options pulldown field. Confirm that theSystem Code contains the name of the adaptor that was just added. If several adaptors

currently exist in the application, they will be selectable in this field. Use the pull-down

menu to select the correct system code key/adaptor for the target system and click Save

Note - This

example is for

HFM.


14/20

e. Update Integration SettingsFrom the Administration Menu select Integration Settings to display the Integration

Settings Screen. Select Application Name from the Options field dropdown. In the App

Name field type in the name of the target application. Click to update the integration

settings.


15/20

Logon Method

From the Integration Settings menu, click the

dropdown in the Options Field and select Logon

Method.

This option controls the method that Hyperion

FDM uses to log onto the target system

whenever Hyperion FDM makes a connection.

There are two logon methods, Unified and

Global.

Unified the Hyperion FDM username

and password are used to log ontothe target system. The username and

password for users to log onto the target

must be the same as the Hyperion FDM

username and password in order to use

this option.

Global the username and password specifiedin the Global Logon Information Option is passed

to the target system. Using this option, all users

connect to the target system using the same

username and password.

If a machine-specific username and password is specified in the Workbench then it will override

the logon method specified above for this specific machine.


16/20

Global Logon Information

This option is used in conjunction with the

Logon Method option. If the Logon Methodoption is set to Global then use this option

to set the user ID and password used to log

onto the target system. Separate the user

ID and password with a semicolon, i.e..

UserID;Password .


17/20

Test connection with HFMSelect Activities > Maps to test the connection to Financial Management


18/20

Click Add to add a row.


19/20

Click in the Target FM Account cell, and select Browse forTarget Value


20/20

Verify that the list of accounts is from your Financial Management application.

You have successfully installed and configured FDM for a Financial Management

application

creating application 3

Documents