Creating Application 3
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Transcript of Creating Application 3
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Integrate with
the Target Application
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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.
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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.
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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.
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After import
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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
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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
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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
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d. Verify Application SettingsFrom the Hyperion FDM desktop, open the Administration Menu by selecting theAdministration Tab.
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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.
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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.
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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.
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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 .
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Test connection with HFMSelect Activities > Maps to test the connection to Financial Management
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Click Add to add a row.
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Click in the Target FM Account cell, and select Browse forTarget Value
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Verify that the list of accounts is from your Financial Management application.
You have successfully installed and configured FDM for a Financial Management
application