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When Should You Upgrade to Oracle Hyperion

Posted by US-Analytics   |   Upgrades & Migrations,   |   Oracle FDMEE

Companies today are facing difficult decisions with timing their upgrades for Oracle Hyperion EPM environments as well as the supporting operating systems, browsers, and office applications. So how do you figure out when you should upgrade to Hyperion

The Problem

Many IT departments are coming to terms with the fact that Windows Server 2008 and Windows Server 2008 R2 lost Mainstream Support as of January 13, 2015. Currently, their only option for support from Microsoft is through Extended Support, which is expensive and should only be used as a short-term migration strategy. Along the same lines, Microsoft SQL Server 2008 also lost Mainstream Support as of July 8, 2014, with Extended Support only available. Consequently, IT departments throughout the world are making plans to migrate to Windows Server 2012 R2 and SQL Server 2012.

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ODI Studio Tutorial: 3 Settings to Change to Improve Productivity

Posted by Terry Ledet   |   Oracle FDMEE,   |   Data Integration

Similar to any client program, ODI Studio has various settings that can be updated to improve productivity. This post details three settings that I typically adjust.

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FDMEE Tutorial: How to Update a Scheduled Batch from the Web Interface

Posted by Terry Ledet   |   Oracle FDMEE,   |   Data Integration

One of the numerous enhancements when migrating from FDM Classic to FDMEE is the capability to schedule a batch from the Web Interface. However, once the batch  is scheduled, how does an individual update or validate the schedule? The interface does not provide this option.

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FDMEE Tutorial: How to Load Periodic Data to HFM

One of the best practices of interfacing general ledger data to Hyperion Financial Management (HFM) is the loading of data with a Year To Date (YTD) View instead of Periodic. However, there are circumstances, such as a partial year implementation of a ledger without history, that prevent this best practice.

At a client of a colleague this recently happened. When presented with this requirement, my colleague checked the Import Format and Target Application options, which did not have a View option. As a result, this blog post presents the solution needed to load Periodic data to HFM utilizing FDMEE.

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FDMEE Tutorial: Process Log Overcoming the API

Posted by Terry Ledet   |   Oracle FDMEE

One of the standard features of a US-Analytics implementation of FDMEE is an AftValidate script which sends an e-mail when the Validate Status (Validate fish) is not successful. When developing the script, one of the requirements was to attach the log file accessible from Workflow –> Monitor –> Process Details by selecting Show on the appropriate ID. For example, selecting Show for Process ID 76 from the image would display the log an excerpt of which is displayed after the FDMEE process details screen. 

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FDMEE Tutorial: How to Utilize Essbase as a Target

In part one, FDMEE Tutorial: How to Utilize an HFM Application as a Source, new FDMEE functionality with release was demonstrated. This tutorial will demonstrate the HFM source data interfaced to an Essbase application and assumes completion of part one.

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FDMEE Tutorial: How to Change the ODI SUPERVISOR Password

Posted by Terry Ledet   |   Oracle FDMEE,   |   Data Integration

During the installation and configuration of Financial Data Quality Management Enterprise Edition (FDMEE), the Oracle Data Integrator (ODI) master repository and agent are installed with a default username of SUPERVISOR and SUNOPSIS. Securing the Oracle Hyperion EPM environment by changing the SUPERVISOR password is not a single step but requires changes in three separate interfaces: FDMEE, ODI Studio Console, and WebLogic / Oracle Enterprise Manager.


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FDMEE Tutorial: How to Utilize an HFM Application as a Source (Part I)

One of the enhancements to FDMEE is the functionality to utilize a HFM application not only as a Target but also as a Source. This step-by-step tutorial will demonstrate this functionality, e.g. extracting data from HFM instead of a file or ERP such as SAP or EBS. Our next post will demonstrate interfacing this data to an Essbase application as the target.

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