H Y P E R I O N F I N A N C I A L D A T A Q U A L I T YM A N A G E M E N T

R E L E A S E 9 . 3 . 1

A D M I N I S T R A T O R ' S G U I D E

FDM Administrator's Guide, 9.3.1

Copyright 1989, 2007, Oracle and/or its affiliates. All rights reserved.

Authors: John Billinger

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Contents

Chapter 1. Basics of FDM ........................................................................................................................................ 13

About FDM .................................................................................................................................. 13

Key Features and Benefits ..................................................................................................... 14

Product Set ............................................................................................................................ 15

Definition of a FDM Application ............................................................................................... 16

FDM Application Architecture ................................................................................................... 16

Data ....................................................................................................................................... 17

Inbox ...................................................................................................................................... 17

Outbox ................................................................................................................................... 18

Reports Directory .................................................................................................................. 18

Setting Up the Server Load Balance Group ................................................................................ 18

Adapters ....................................................................................................................................... 19

Adapter DLL/EXE ................................................................................................................. 19

Adapter XML ........................................................................................................................ 19

Chapter 2. Managing Applications ........................................................................................................................... 23

Working with the Application Screen ........................................................................................ 23

Logging into an Application for the First Time ......................................................................... 27

Chapter 3. Navigating FDM ...................................................................................................................................... 29

Functions in Workbench ............................................................................................................ 29

Command Buttons ............................................................................................................... 30

Functions in Web Client ............................................................................................................. 30

Desktop .................................................................................................................................. 30

Workflow Menu .................................................................................................................... 31

Working with Data in Grids ................................................................................................. 31

Sorting Columns ................................................................................................................... 32

Searching Control Trees ....................................................................................................... 33

Customizing the Interface .................................................................................................... 33

Locking and Unlocking the POV ......................................................................................... 36

Locking and Unlocking the POV Mode .............................................................................. 37

Functions Common to Web Client and Workbench ................................................................ 37

Contents iii

Switching POV Mode ........................................................................................................... 37

Setting Location POV ........................................................................................................... 38

Setting Category POV ........................................................................................................... 38

Setting Period POV ............................................................................................................... 38

Searching the POV ................................................................................................................ 39

Locking and Unlocking the System ..................................................................................... 39

How Users Default Points-of-View are Determined ................................................................. 39

Chapter 4. Configuring System Settings .................................................................................................................. 41

System Options ............................................................................................................................ 41

Configuring Application Settings ............................................................................................... 41

Application Setting Options ................................................................................................. 42

Configuring Integration Settings ......................................................................................... 43

Setting Configuration Options ............................................................................................. 45

Chapter 5. Assigning FDM Security and Managing Users ....................................................................................... 49

Security ......................................................................................................................................... 49

Assigning Application Object Security ................