master data - data governance - workflo hfm api.pdf · hyperion hfm java api overview •what is...

Copyright © 2016 EPMware. All rights reserved. | 1

Master Data - Data Governance - Workflow


Agenda - HFM Java API for 11.1.2.4 ❏ Introduction ❏Overview & History

❏ Setup Java Environment

❏ Setup HFM Java API Libraries

❏Prepare Development Environment

❏Connect to an HFM Application

❏Create and Update HFM Metadata

❏Questions

Copyright © 2016 EPMware. All rights reserved. | 3 Copyright © 2016 EPMware. All rights reserved. | 3

Introduction


What is EPMware?

Deven Shah Co-Founder, EPMware

Tony Kiratsous Co-Founder, EPMware

Abhi Nerurkar Co-Founder, EPMware

EPMware – Master Data Management and Data Governance Software

• Master Data Management – Import & Share hierarchies. Request, Approve, and Deploy metadata in one simple Java web-based application.

• Direct Integration - Out of the box integration allows you to import from and export to: EBS, EPMA, Classic HFM, Essbase, & Planning in one click.

• Workflow - Create dynamic and robust workflows that efficiently and seamlessly route all requests through configurable workflows.

• Audit & Reporting - A rich reporting module allows users to generate metadata and security reports for Audit and Management compliance.


Hyperion HFM Java API Overview

• What is the HFM Java API?

• Application Program Interface for Hyperion Financial Management 11.1.2.4

• An API is a gateway into the HFM Application

• Why Do I Care?

• Task Automation - Programmatically perform common HFM admin tasks

• HFM Visual Basic (VB) API will not work with HFM 11.1.2.4

• How Does EPMware Software Utilize the Java API?

• Import Hierarchies from HFM Classic Applications

• Deploy Metadata Changes to Target HFM Classic Applications

• API Capabilities


HFM Java API Capabilities

• Load and Extract

• Security

• Metadata

• Member Lists

• Rules

• Data File

• Data Tasks

• Copy Data

• Clear Data

• Write Data to Individual Cells

• Automate Administrative Tasks

• Data Audit

• Task Audit


Hyperion HFM Java API

Deven Shah Co-Founder EPMware 3/11/16


Setup Java Environment

• JDK Installation

• Ensure JDK is installed on your Windows development server

• We will use version 1.7.0.51 for Demo

• Download from Oracle site http://www.oracle.com/technetwork/java/javase/downloads/jdk8-downloads-2133151.html

http://www.oracle.com/technetwork/java/javase/downloads/jdk8-downloads-2133151.html







Setup HFM Libraries

• EPM_ORACLE_HOME

• Ensure EPM_ORACLE_HOME Environment variable is set

• You need access to HFM server where EPM Libraries are available

• HFM Classic application needs 3 jar files.

epm_hfm_web.jar

epm_j2se.jar

epm_thrift.jar

• Files are located at %EPM_ORACLE_HOME%\common\jlib\11.1.2.0

• HFM Java Classic API

http://docs.oracle.com/cd/E57185_01/epm.1112/hfm_javadoc/index.html




Prepare Development Environment

• Verify dependencies

• Check Java Version

• Check JDK Version

• Check EPM_ORACLE_HOME environment Variable

• Check HFM jar files (libraries)

• Prepare Windows Batch files

• Create build batch file to compile java source code

• Create run batch file to run compiled java class file

• For the demo we will use Notepad++ Editor


Connect to HFM Application

• Authenticate User - HFM_Auth_User.java

• import oracle.epm.fm.domainobject.security.Security;

• authenticateUser Method

• Authenticate user using username and password and retrieve SSO Token

• Connect to HFM Application - HFM_Connection.java

• Create Application Session using SSOToken, HFM Cluster name and HFM App Name

import oracle.epm.fm.domainobject.application.SessionOM;

import oracle.epm.fm.common.datatype.transport.SessionInfo;

• Close Session


Create and Update HFM Metadata

• Create and Update Metadata - HFM_Metadata.java

• Prepare Load Options for Metadata Upload

• Prepare Custom Dimension List

• Upload Metadata

• Print Log File


Useful Links

• HFM Java API Documentation http://docs.oracle.com/cd/E57185_01/epm.1112/hfm_javadoc/index.html

• Developer and Customization Guide http://www.epmware.com/hfm_customdev.pdf

Resources



http://www.epmware.com/hfm_customdev.pdf

http://www.epmware.com/hfm_customdev.pdf


Questions


Contact Information

Deven Shah [email protected]

Tony Kiratsous [email protected]

Abhi Nerurkar [email protected]

Website: epmware.com Twitter: @epmware 408-614-0442

master data - data governance - workflo hfm api.pdf · hyperion hfm java api overview •what is...

Documents