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Table of Contents:
Performance Management Architect Modules
Summary of Changes to Key Financial Management Administration Tasks
Oracle Hyperion Financial Management, Fusion Edition Release 11.1.1.3 contains significant enhancements to administrator features. Oracle Hyperion EPM Architect, Fusion Edition is a feature in Financial Management that enables administrators to manage, create, and deploy applications within one interface.
This document describes the key changes to administration features introduced with Performance Management Architect. It also includes information on Classic Application Administration features for any application not being managed using Performance Management Architect.
Performance Management Architect has the following modules:
Dimension Library—A centralized location to manage dimensions and dimension properties. You can use the Dimension Library to:
Create dimension import profiles—enabling dimension updates from flat files and relational database interface tables
Add, delete, and modify dimension members in the Shared Library or directly in applications
Modify dimension and member properties in the Shared Library or directly in applications
Application Library—A summary of applications that have been created and/or deployed to Financial Management, Oracle Hyperion Planning, Fusion Edition, Oracle Hyperion Profitability and Cost Management, Fusion Edition, Essbase Aggregate Storage Option (ASO), or Essbase Block Storage Option (BSO). Applications contain dimensions and dimension attributes that are designed to meet specific requirements for Financial Management, Planning, Profitability and Cost Management, and Essbase (ASO) and (BSO) needs. You can use the Application Library to:
Create Financial Management, Planning, Profitability and Cost Management, Essbase (ASO), or Essbase (BSO) reporting applications based on Financial Management and Planning applications
Manage applications in one centralized location
View the data flow between applications
Migrate applications to different servers
Deploy applications to Financial Management, Planning, Profitability and Cost Management, Essbase (ASO), or Essbase (BSO)
Calculation Manager— Enables you to create, validate, and deploy business rules and business rule sets. (You launch business rules from within Financial Management and Planning.)
There are three types of objects that can be calculated in Calculation Manager:
Components, which are objects that comprise business rules and contain formulas, scripts, conditions, ranges, fixed loops, functions, members, and variables.
Rules, which are objects that contain groups of components that perform calculations
Rulesets, which are objects that contain two or more rules that are calculated simultaneously or sequentially.
Calculation Manager has system templates (such as, a template that copies data from one location to another and a template that allocates data from one level in the database outline to other levels) that you can use in business rules. You can also create templates to perform calculations that solve problems unique to your business.
Data Synchronization—Enables data synchronization between or within Hyperion applications. You can use the Data Synchronizer to:
Create data synchronizations between Financial Management, Planning, Profitability and Cost Management, Essbase (ASO), and Essbase (BSO) as destinations, and the following sources:
Financial Management
Planning
Oracle Hyperion Profitability and Cost Management, Fusion Edition
Essbase BSO
External source (flat file)
Interface table
For example, an administrator can synchronize data between two Financial Management applications; two Planning applications, and between one Financial Management and a Planning application.
Create data mappings for reuse
Create flat file and interface table mappings to import data into Hyperion applications
Application Upgrade—Enables upgrades from previous Financial Management and Planning releases
Library Job Console—Provides a summary, including status, of Dimension Library and application activities, including imports, deployments, and data synchronizations
You can load data from E-Business Suite or PeopleSoft source systems into Financial Management using Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications through:
Classic Administration
Performance Management Architect
Oracle Hyperion Financial Data Quality Management, Fusion Edition
ERP Integrator is a module of Oracle Hyperion Financial Data Quality Management, Fusion Edition that enables you to:
Integrate metadata and data from an Enterprise Resource Planning (ERP) source system into an Oracle Hyperion EPM target application.
Drill through from the EPM application (Financial Management or Planning through web forms, Oracle Hyperion Smart View for Office, Fusion Edition or Oracle Hyperion Financial Reporting, Fusion Edition) and view details in the ERP source system.
ERP Integrator supports general ledger data for:
PeopleSoft 9.0
Oracle E-Business Suite 11.5.10 CU2
Oracle E-Business Suite 12.0.6
Oracle E-Business Suite 12.1.1
For information on Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications, see the Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications Administrator's Guide.
Table 1. Changes to Key Tasks in Financial Management
| Category / Action | Classic Action | Performance Management Architect Action | ||
|---|---|---|---|---|
| Application Creation and Application Management | ||||
| Profile creation | Use the Win 32 Client to create Application profiles. These templates define the languages, calendar, frequencies and periods for applications. | Import dimensions into the Dimension Library using an import profile. You can utilize these profiles to populate the Dimension Library from flat files or relational interface tables. Profiles define the mapping of the dimensional information within the flat file or interface table. The languages, calendar, frequencies, and periods are now treated as dimensions similar to other dimensions (accounts, entities, and so on). Similar to earlier versions, these dimensions cannot be altered once an application has been created. | ||
| Application | In the Web or Win 32 Client, select Create Application, then enter the application label, description, and select the application profile. | Select File > New > Application. Follow the steps in the Application Wizard to create the application. After you create the application in Performance Management Architect, you must deploy the application to Financial Management. After deployment, the application is available in Financial Management. | ||
| Application settings | In the Web or Win 32 Client, select Manage Metadata. Open the application file and select AppSettings. | Open the application and click on the application name. The application settings are displayed in the Property Grid. | ||
| Creating dimensions | In the Win 32 Client, select Manage Metadata. Then, open the application file and select the dimension to edit. | Open the Dimension Library. (Navigate > Administer > Dimension Library) Perform one of these actions:
| ||
| Modifying properties in bulk | Use the List view in Metadata Management. | Right-click a dimension and select Grid Editor. Select the members you want to edit in the Grid Editor wizard, then click Next. Then, select the properties and click Finish. In the Grid Editor, modify the properties and members, as necessary. | ||
| Searching for members | Use Find in the Metadata Manager. | Right-click a dimension and click Find Members. Select to search by the member: Name, Alias, or Property. Click OK. | ||
| Reordering child members | Use the Up and Down arrows to reorder members within the Metadata Manager. | You can reorder children in the Dimension Library. Drag a member up or down to change the order or right-click the dimension where you want to reorder the children, then, select Reorder Children. Change the order of the children and click OK. | ||
| Metadata editing | In the Win 32 Client, open the application. Perform one of these actions:
| Perform one of these actions:
| ||
| Metadata flat file formats | Hyperion Application files (*.app) and XML files (*.xml) | Financial Management utilizes a new flat file format, (*.ads). Existing Financial Management *.xml files can be converted into the new *.ads file format using the Performance Management Architect File Generator utility. You can install the File Generator utility as a component of Performance Management Architect when using the Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition. | ||
| Application upgrade | Run HFM Schema Upgrade.exe to modify the existing application’s database and register the applications with Shared Services. | Run HFM Schema Upgrade.exe to modify the existing application’s database and register the applications with Shared Services. Bring the upgraded applications into the Application Library:
| ||
| Duplicating applications within the same environment | Application artifacts can be exported into flat files from either the Web or Win 32 Client:
A replica of the application can then be created by utilizing these artifacts within a new application. | Select Navigate > Administer > Application Library. Right-click the source application and select Duplicate > As New Application. Enter a new name, select the application type, and input a description. The new application contains the same application settings and dimensionality as the original application. Deploy the new application and load the existing application artifacts into the new application. | ||
| Duplicating applications to a new instance | Run HfmCopyApplication.exe. Then, populate the dialog box with the appropriate source and target application information. | Duplicating applications to a new instance in Performance Management Architect, duplicates only artifacts and does not include transaction data. To duplicate transaction information, you still must run HfmCopyApplication.exe. To duplicate applications to a new instance in Performance Management Architect: Open the Application Library and right-click the source application and select Duplicate > Deployed Application.Next, enter the name and description, select the Financial Management instance, application server, and Shared Services project for the new application. Then, select the appropriate data options The new application will contain all of the source application’s application settings and artifacts. | ||
| Replicating applications from its artifacts | You can export these application artifacts into flat files from the Web or Win 32 Client:
A replica of the application can then be created by utilizing these artifacts within a new application. | Applications can be extracted utilizing the Performance Management Architect File Generator utility. This utility creates an *.ads flat file containing the application settings and the dimensional structures for the selected application. A replica of the application can then be created by combining the *.ads file with the following artifacts (which can be extracted from the Financial Management Web or Win 32 Client):
| ||
| Deleting applications | In the Win 32 Client, select Delete Application. Then, select the application from the server cluster and click Delete Application. | Open the Application Library, right-click on the source application and select Delete. Then, confirm the deletion of the application. The application is deleted from the Application Server and the application is removed from the Application Library. | ||
| Data Synchronization | ||||
| Copying data between applications | Data can be copied through extract and load using either the Win 32 or Web Client. | Open the Data Synchronization module (Navigate > Administer > Data Synchronization) then select File > New > Synchronization. Follow the wizard to define source and target information. After you select the source and target, define the appropriate dimension mappings, apply filters, and save the synchronization. You can execute the synchronization manually or schedule an automated task using Task Automation. | ||
| Loading data into applications | Data can be loaded using the Load Data option using either the Win 32 or Web Client. You can also use Hyperion Application Link and Hyperion Financial Data Quality Management. | In Financial Management you have the ability to load data using the interface tables included with the Data Synchronization module. Open the Data Synchronization module (Navigate > Administer > Data Synchronization) then select File > New > Synchronization. Follow the wizard to define source and target information. For the source information, select Hyperion Data Interface Area (for data loaded via relational database) or External Source (for data loaded via flat files). For the target information, select the appropriate Financial Management application. You can predefine external files and data interface information using File > New > Data Interface Table Definition or File > New > External File Definition prior to building the synchronization. You can manually execute the synchronization or schedule the synchronization using Task Automation. | ||
| Security | ||||
| Classic Editor | Using the Financial Management Configuration Utility, assign the Application Creator role. | Assign the Application Creator role using the Oracle's Hyperion® Shared Services Global role listing.
| ||
| Create Applications Role | Applications could be created by any user that has been provisioned as an Administrator through Shared Services for the given application. | The Performance Management Architect Shared Services role of Application Creator by product allows the user to create and deploy applications. | ||
| Dimension Editing Role | Dimension editing can be performed by any user that has been provisioned as an Administrator through Shared Services for the given application. | The Dimension Editor for Performance Management Architect allows the user to create, manage, delete, and assign dimension security to other users. | ||
| Calculation Manager Administrator | Rules files are maintained using the Financial Management Rules Editor. | Financial Management Calculation Manager Administrator enables you to create business rules using Calculation Manager. | ||
| Dimension Security | Dimension modifications can only be made by users that have been provisioned as Administrators through Shared Services for the given application. | Dimension security is assigned by the Dimension Editor or the Dimension Owner. | ||
Table 2. Classic Application Administration Tasks
| Category / Action | Classic Action | Oracle Enterprise Performance Management Workspace, Fusion Edition Action |
|---|---|---|
| Application Creation and Application Management | ||
| Create applications on the Web | Log on Financial Management at http://servername/HFM/. Select File > Create Application. Populate the required application information and select Create. | Log on EPM Workspace. Select Navigate > Administer > Classic Application Administration > Consolidations Administration. Select Create Application. Populate the application information and select Create. |
| Open applications on the Web | Select File > Open Application. Select the application from the server cluster. | Select Navigate > Applications > Consolidation > Refresh. The new application is added to the existing list. |
| Delete applications on the Web | Log on Financial Management at http://servername/HFM/. Select File > Delete Application. Select the application from the server cluster, then click OK. | Log on Oracle Enterprise Performance Management Workspace, Fusion Edition. Select Navigate > Administer > Classic Application Administration > Consolidations Administration. Select Delete Application. Select the application from the server cluster and click OK. |
| Register applications on the Web | Log on Financial Management at http://servername/HFM/. Select File > Register Application. Select the application from the server cluster. Review the application information and click Register. | Select Administration > Consolidations Administration. Select Register Application. Select the application from the server cluster. Review the application information and click Register. |
| Security | ||
| Application Creation | To create applications, you must be a member of the Application Creators group designated within the Financial Management Server and Web configuration. | To create applications, you must be a member of the Application Creators group designated within the Financial Management Server and Web configuration. In addition, in Shared Services, you must be assigned the Dimension Editor and Financial Management Application Creator roles. |
With the previous release, Financial Management and Planning users working with Performance Management Architect applications could use a new calculation module, Hyperion Calculation Manager, to create and administer their business rules in a graphical environment. However, classic Financial Management application users could only use Financial Management to create their business rules; classic Planning application users and Oracle Essbase BSO users could only use Oracle's Hyperion® Business Rules to create and administer their business rules.
In this release, Financial Management and Planning users working with classic or Performance Management Architect applications, and Essbase BSO application users, can create and manage their business rules in Calculation Manager.
This table compares business rules features in Calculation Manager, in Business Rules (for Planning and Essbase users) and in Financial Management (for Financial Management users).
Table 3. Comparison of business rules features in Calculation Manager, Financial Management, and Business Rules
| Feature/Action | In Calculation Manager | In Business Rules (for Planning and Essbase users) | In Financial Management (for Financial Management users) | ||
|---|---|---|---|---|---|
| Creating business rules | You can create a business rule graphically in a flow chart within the Rule Designer. There are five components for Planning and Essbase, and six components for Financial Management that you use to design business rules:
You can use members, variables, and functions in the components. | You can create a business rule in the Business Rules Graphical Designer and in the Business Rules node of the Administration Console of Oracle Essbase Administration Services. There are four actions and eight formulas you can use to design graphical business rules:
| You can create a business rule in the Rules Editor or in a text editor. You can use Visual Basic and Financial Management functions and members in Financial Management business rules. | ||
| Using system templates (in Calculation Manager) and actions and formulas (in Business Rules) to design business rules | There are eight Planning and Essbase system templates in Calculation Manager:
There are four Financial Management system templates: There are four Financial Management system templates in Calculation Manager:
| There are four actions in Business Rules that function like several of the system templates in Calculation Manager:
Business Rules also provides formulas that function like Calculation Manager system templates:
| Not applicable | ||
| Creating custom–defined templates (in Calculation Manager) and macros (in Business Rules) to design business rules | You can use a wizard to design reusable custom-defined templates to perform calculations unique to your business. You can copy a system template and save it with a new name to use as a starting point for a custom-defined template. | You can design reusable macros to perform calculations unique to your business. | Not applicable | ||
| Creating design time prompts | You can use a wizard to create design time prompts for custom-defined templates in Calculation Manager. | You can use variables in macros to prompt for information. | Not applicable | ||
| Sharing components | You can share script and formula components across plan (for Planning) and calculation (for Financial Management) types and applications. | Not applicable | Not applicable | ||
| Dragging and dropping components | You can drag and drop components into a business rule's flow chart within the Rule Designer. | You can drag and drop actions and formulas into the business rule's process bar in the Graphical Designer. | Not applicable | ||
| Showing and hiding detail | You can zoom in or out within a flow chart to display more (or less) detail. | Not applicable | Not applicable | ||
| Editing a business rule in calc script format | You can edit a business rule in calc script format, and return to editing it graphically in the Rule Designer. | You can edit a business rule in calc script format, but you cannot return to editing it graphically. | You can edit a business rule in text mode only. | ||
| Validating business rules | If you are working with a Performance Management Architect application: you can validate a Planning business rule against Performance Management Architect, Financial Management, and/or Planning. You can validate a Financial Management business rule against Performance Management Architect only. You may want to validate against Performance Management Architect, for example, when the application you are validating against is not deployed, or when the application in Oracle Hyperion EPM Architect, Fusion Edition is not synchronized with the applications that are deployed to Financial Management and Planning. If you are working with a classic Financial Management or a classic Planning application: you can validate business rules against only Financial Management or Planning, respectively. | You can validate a business rule against Essbase or Planning. | You can use the Scan function to scan the Visual Basic script file to ensure the functions are valid with the correct number of parameters and the dimension members are valid for the application. | ||
| Deploying business rules | You can deploy one business ruleset per calculation type to Financial Management; you can deploy one or more business rules and business rulesets to Planning and Essbase. You must deploy business rules and business rulesets to launch them from within Financial Management, Planning, or Essbase. The applications and calculation types, plan types, or databases you deploy them to determine their launch locations. | Not applicable | Not applicable | ||
| Launching business rules | After you deploy them from Calculation Manager, you launch Financial Management business rulesets and Planning business rules from within Financial Management and Planning. After you deploy Essbase business rules you can launch them from within Calculation Manager or from within Administration Services. Launch locations are determined by the locations to which you deploy business rules and business rulesets. You can define multiple launch locations for a business rule by creating shortcuts for it in Calculation Manager. | You can launch business rules from one or all locations by selecting the locations from which they can be launched. You can launch business rules from the Rules node of the Oracle Essbase Administration Services Administration Console, the Business Rules Graphical Designer, theBusiness Rules Web Launcher, a command line prompt, or from Planning Web. | You execute business rules when you perform calculations, translations, consolidations, and allocations. | ||
| Working with views | Calculation Manager contains four views of the objects to which you have access:
| Business Rules does not contain views. You view business rules and other objects in a flat list, by object type, from within the Administration Console. | Not applicable | ||
| Using the System View | The System View displays a hierarchical list of the Financial Management, Planning, and/or Essbase applications, their calculation types, plan types, and/or databases, and the objects to which you have access. This view enables you to see which application and calculation type, plan type, or database a business rule is designed against. (This is the default view in Calculation Manager.) | Not applicable | Not applicable | ||
| Using the Custom View | The Custom View displays a list of folders you create and objects you drag and drop into them. This view enables you to organize objects in a way that is meaningful to you. | [a]Not applicable | Not applicable | ||
| Using the Deployment View | The Deployment View displays a list, by application type and application, of the rules and rulesets that are deployed and not deployed, and their deployment and validation status. | Not applicable | Not applicable | ||
| Using the List View | The List View displays a list of the objects you select from the Filter dialog. The filter dialog enables you to create a filtered list, by application type, of applications, calculation and plan types, and objects to which you have access. | Not applicable | Not applicable | ||
| Migrating business rules | You can migrate business rules and other objects from the previous release of Business Rules to this release of Calculation Manager.
| You can migrate business rules from the previous release of Business Rules to this release of Calculation Manager and from previous releases of Business Rules to this release of Business Rules. | You can migrate business rules from the previous release of Financial Management to this release of Calculation Manager and from previous releases of Financial Management to this release of Financial Management. | ||
| Importing business rules | You can import business rules (and other objects such as templates and components) into Calculation Manager from Business Rules or from another Financial Management, Planning, or Essbase application within Calculation Manager. You can also import Essbase calc scripts into Calculation Manager. When you import calc script files, they become graphical business rules in Calculation Manager. | You can import business rules from an xml file into Business Rules. | You can use the Load Rule option to import a valid Visual basic script file into the application. | ||
| Exporting business rules | You can export one or more business rules and other objects from Calculation Manager to an xml file. | You can export business rules and other objects from Business Rules to an xml file. | You can use the Extract Rule option to export business rules from Financial Management to an external Visual Basic script file. | ||
| Using business rule shortcuts | You can create shortcuts to a business rule in multiple applications and calculation or plan types. When you deploy business rules with shortcuts, a copy of the rule is deployed to the applications and calculation or plan types for which you created a shortcut. | Not applicable | Not applicable | ||
| Working with variables | There are four variable types for Planning, two variable types for Financial Management, and three variable types for Essbase in Calculation Manager:
| There are two variable types in Business Rules:
| There are two variable types in Financial Management:
| ||
| Assigning access permissions to create and edit business rules | In Calculation Manager, your ability to create, view, and edit business rules and other objects is determined by the role you are assigned in Oracle's Hyperion® Shared Services and your ownership of the object in Calculation Manager. By default, a user owns the business rules and other objects the user creates. As an administrator or owner of the object, you can assign ownership of it to another user. | In Business Rules, you assign permission to edit business rules and other objects by selecting which users and groups can modify them. | In Financial Management, you do not need access permissions to create or edit business rules. | ||
| Assigning access permissions to launch business rules | You assign permission to launching business rules and business rulesets in Financial Management, Oracle Hyperion Planning, Fusion Edition, or Oracle Essbase after the business rules and business rulesets are deployed from Hyperion Calculation Manager. | You assign permission to launch business rules and sequences in Oracle's Hyperion® Business Rules by selecting the database location (or all locations) from which they can be launched and by selecting which users and groups can launch them. | You assign permission to execute a calculation process in Oracle Hyperion Financial Management, Fusion Edition by assigning the correct role security access for the application to which it belongs. For example, to run a Consolidate process, the user must have role security for Consolidate. |
[a] In Business Rules, you can create projects to organize your business rules, sequences, macros, and variables in ways that are meaningful to you.
