what would happen if i...? fdmee edition

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Page 1: What Would Happen If I...? FDMEE Edition
Page 2: What Would Happen If I...? FDMEE Edition

What Would Happen IfThe FDMEE Edition

Tony Scalese

Edgewater Ranzal

Page 3: What Would Happen If I...? FDMEE Edition

About Us

Page 4: What Would Happen If I...? FDMEE Edition

Our Services

Financial Close & Consolidations

BusinessIntelligence

EnterprisePlanning & Analytics

Data IntegrationServices

Training &Support Services

Advisory ServicesInfrastructure

Costing &Profitability

Mgmt

Data Integration Services• FDMEE, ERPi & FDM

Classic• ERP Integration including

EBS, PeopleSoft & SAP• Master Data Management

(DRM)• Automation

 

Page 5: What Would Happen If I...? FDMEE Edition

What would happen if….

In FDMEE

Page 6: What Would Happen If I...? FDMEE Edition

Do not change an existing source system Utilize a new ODI context Create new FDMEE metadata

…My Source System Changes

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Changing source systems could impact drill through

Changing source systems could impact data quality (pre 2.4)

Existing Source Systems

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Global context for File & OIA Environment specific context for source system

connections● SourceEnvironment_To_TargetEPMEnvironment

● Ex: QA_to_Dev, Prod_to_Dev, Prod_to_Prod

● Add new Physical, do not modify Logical

Utilizing Contexts

Page 9: What Would Happen If I...? FDMEE Edition

Naming conventions are critical Be consistent Do not include target in naming convention

Adding FDMEE Metadata

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Why Do App Names change?● Development cycles● New application for testing● Year specific applications

What can I do?● Life Cycle Management● Database Surgery● Manually Rebuild

…My Target Application Name Changes

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Register New Target Application Export existing target application Manually modify LCM export Import modified LCM export Verify Metadata

Life Cycle Management

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This is not supported, use at your own risk! Register New Target Application Note new & existing target application keys Change existing target application key to highest key+1 Change newly registered target application to existing

target application key Change existing target application key to original new

target application key Verify metadata and data

Database Modification

Page 13: What Would Happen If I...? FDMEE Edition

Everything can change except Include Account Description

…My SAP Adaptor Settings Change

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Create multiple DLRs Modify Target Options as needed

…I Need Different Integration Options for 1 Target Application

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Utilize mapping scripts (No explicit maps*)

…I Needed to Map Based on the Balance

Page 16: What Would Happen If I...? FDMEE Edition

Sample Use Cases● Same account, different data type (dollars & units)● Override ICP based on HFM account settings

…I Need to Override a Map

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Pros Cons

Multidimension Maps • No coding needed• Relatively easy to

create / maintain

• Only applicable for source dimensions

• Excludes use of Explicit maps

• Performance penalty

SQL Map • Can be used with source and target dimensions

• Can impact multiple dimensions at once

• Allows use of Explicit Maps

• Excellent performance

• Requires minor SQL coding knowledge

Mapping Overrides

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From Load Data, Show Invalid Data● Export to Excel

Write a script to query the data table where target columns are null/blank

…I Needed All Unmapped Members

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Specify a source system mapping

…I’m Running an OIA DLR for Multiple Periods

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Run each period individually Use MAXL for pre and post calc execution

● Only runs for first period in the range Create windows/unix batch script to run each

period individually but in a loop● loaddata USER PASSWORD RULE_NAME

IMPORT_FROM_SOURCE EXPORT_TO_TARGET EXPORT_MODE IMPORT_MODE LOAD_FX_RATE START_PERIOD_NAME END_PERIOD_NAME SYNC_MODE

…I’m Running an Essbase DLR for Multiple Periods

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File an enhancement request Write custom scripts

…I Wanted Intersection Checking for Essbase

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Create the custom script Register the script

● Assign Parameters Execute the script

…I Needed to Prompt a User For Input for a Script

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fdmAPI.getCustomScriptParameterValue(“PARAMETER NAME")

Custom Script Creation

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Parameter Name must match call in script Query definitions can be used to populate a

pick list

Custom Script Registration

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Executing the Script

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LCM (Preferred)● Export items using LCM● Modify the LCM export● Import using LCM

Excel Interface (Use with Caution)● Must know table dependencies & constraints

…I Needed to Duplicate Batch Definitions/Script Registration

Page 27: What Would Happen If I...? FDMEE Edition

BI Publisher Add-In for Word is required for new layouts

Create/modify query definition● Generate sample XML● Load sample XML into BI Publisher

Create/modify RTF● Translate to specific language

● Translation Extract Text

Create/Duplicate Report Definition

…I Need to Create a New Report

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LCM (FDMEE Metadata)● Enable/Disable Validation● Select Items to Export

● Do Not Export Source Adaptors, System Settings

● Manually create source and target systems in target environment

● Import LCM export from source into target environment

File System Copy (FDMEE Scripts) Database copy is not recommended

…I Need to Promote Changes through SDLC

Page 29: What Would Happen If I...? FDMEE Edition

What Doesn’t Work● Closing the Browser● Resetting the status in process details

What Does Work● Terminating the ODI process then resetting the

status in process details● Restarting the FDMEE service then resetting the

status in process details

…I Need to Kill an FDMEE Process

Page 30: What Would Happen If I...? FDMEE Edition

Right click ODI session and choose Stop Immediate

In Process Details, highlight the process ID and choose reset status

Kill FDMEE Job

Page 31: What Would Happen If I...? FDMEE Edition

Tony Scalese

Edgewater Ranzal

[email protected]

Questions

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Edgewater Ranzal108 Corporate Park Drive, Suite 105

White Plains, NY 10604Tel (914) 253-6600

Email: [email protected]

ContactTony Scalese, Integration Practice

Director

45 Beech Street, Suite 109

London EC2Y 8AD

United Kingdom

Tel +44 (0) 2033 717 174

150 North Michigan Ave.

Suite 2800

Chicago, IL 60601

Tel (312) 624-7738

200 Harvard Mill Square

Suite 210

Wakefield, MA 01880

Tel (781) 246-3343

Contact Information

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