tledetfdmclassic (2)

8/10/2019 TLedetFDMClassic (2)

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FDM Classic Migrating To

FDMEETerry M. Ledet

U.S. Analytics Solutions Group LLC


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This material and discussion is presented for informational and illustrative

purposes only as the views and opinions of Terry M. Ledet, Solut ions

Arch i tect of U.S. Analyt ics Solut ions Group L LCas of the date hereof,

and do not necessarily reflect the official policy or position of U.S.

Analytics Solutions Group LLC or its affiliates. Any views or opinionsexpressed constitute judgments as of the date of this material and are

subject to change at any time without notice.

Important Information and Disclosure


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US-Analytics is an industry leading professional services firm focused on

helping clients successfully establish and maintain long term Analytics and

Enterprise Performance Management applications and programs.

Progr am Strategy An alyt ics and Perform ance Management Proc esses/App licat ions

Operational Infrastruc ture

Managed Servic es and Hos tin g

For over a decade, market leading companies have trusted US-Analytics to

solve complex business problems, drive managerial excellence, and deliver

operational agility.

Learn more at:

www.us-analytics.com

About US-Analytics


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Solutions Architect Approaching ten years of tenure with U.S. Analytics

Approaching sixteen years of experience with Hyperionsoftware

Certifications:

Planning

Essbase

Hyperion Financial Management www.linkedin.com/in/terryledet

About Terry M. Ledet


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Discuss differences from a functionality

perspective between FDM Classic / ERPi and

FDMEE Based on client experiences provide migration

and development considerations learned during

migration

Display / code examples

Objectives


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FDMEE is offered as the full-featured

successor to Oracle Hyperion Financial Data

Quality Management ERP Integration Adapter

for Oracle Applications (ERPIntegrator) and

Oracle Hyperion Financial Data Quality

Management (FDM). FDMEE represents the

integration of both products. It captures keyfunctionality from FDM, and preserves the ERP

Integrator framework that enables users to load

metadata and data, and to drill-through and

write-back.

FDMEE


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FDMEE


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FDMEE


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Integrated into Workspace

Functionality Changes


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One Application Per Environment

Financial Controls

System Settings / Application Settings



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Integrated Installation

Oracle client installed

32 bit 64 bit

Oracle Data Integrator 11.1.1.7

FDMEE 64-bit Platform

LCM for Migrations

Load of Metadata



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Multiple Browser Support

Multiple Operating Support*

UI Enhancements

Consistent Scaling and Load Balancing

* If integrating with HFM only Windows is supported



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Import Scripts = Jython

Mapping Scripts = Jython or SQL

#SCRIPT

#SQL

#FORMAT

Event Scripts = Jython or VB.Net Script New Mapping Type = Multi Dimension

Map Export / Import



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Removed

DCOM

Adapter Import Open Batch

Workbench

Scripts

Reports

Task Manager

Activity Log



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Migration Considerations

Patch the base 11.1.2.3 install


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FISH



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NO WIZARDS



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New / Existing Customer

FDM Classic

Install Yes / No

Customizations

Reports

Actions



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Number and Complexity of Scripts

Import

Maps Event



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Source Data

Targets

Financial Controls

Resources / Budget

Security



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Number and Complexity of Scripts

Import

Maps Event

Source System

Source AdapterERPs

Open Interface Adapter

Target Application

Development Considerations


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Visual Basic Script Jython

Visual Basic Script VB.Net

Script development FDMEE

Eclipse

Notepad++



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FDM VB version

If varValues(13) = "0000120512_260" Then

Result = "10796"

Elseif varValues(13) = "0000120512_A09" Then

Result = "10796"Else

Result = "[ICP None]"

End If

FDMEE Jython version

account = fdmRow.getString("ACCOUNT")if (account == "0000120512_260"):

fdmResult = "10796"

elif (account == "0000120512_A09"):

fdmResult = "10796"

else:

fdmResult = "[ICP None]"


SQL version

CASEWHEN Account = '0000120512_260' Then

'10796'

WHEN Account = '0000120512_A09' Then

'10796'

ELSE '[ICP None]

END


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Case Sensitivity - Invalid



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Case Sensitivity - Valid



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Formatting - Invalid



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Formatting - Valid



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BefValidate

AftProcMap

Event Script Examples


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If UCase(strLoc) = "SAPEAST" Then

strSQLG="MERGE INTO " & strTableName & " D USING VW_SAPEASTU V ON (D.ENTITY =

V.COCODE AND SUBSTR(D.ACCOUNT,5,10) = V.GLACCT AND D.CATKEY = V.CATKEY AND D.PERIODKEY =

V.PERIODKEY AND D.CATKEY=" & CatKey & " AND D.PeriodKey='" & PerKey & "') WHEN MATCHED THEN

UPDATE SET D.UD5 = V.GROUPACCOUNT,D.UD6 = V.DEBITCREDIT, D.UD7 = V.AMOUNT"

Set rs=API.DataWindow.DataAccess.farsKeySet(strSQLG)

'Commit the MERGE INTO

Set rs=API.DataWindow.DataAccess.farsKeySet(strSQLCOMMIT)

if fdmContext["LOCNAME"] == "SAPEAST":

query = "MERGE INTO TDATASEG D USING VW_SAPEASTU V ON (LOADID = ? AND D.CATKEY =

V.CATKEY AND D.PERIODKEY = V.PERIODKEY AND D.ENTITY = V.COCODE AND SUBSTR(D.ACCOUNT,5,10)

= V.GLACCT) WHEN MATCHED THEN UPDATE SET D.UD5 = V.GROUPACCOUNT,D.UD6 = V.DEBITCREDIT,

D.UD7 = V.AMOUNT"

params = [ fdmContext["LOADID"] ]print fdmAPI.executeDML(query, params, False)

fdmAPI.commitTransaction()

BefValidate


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if fdmContext["LOCNAME"] == "SAPEAST":

query = "MERGE INTO TDATASEG D USING TBHVLOGICITEM H ON (LOADID = ? AND

H.CALCSTMTACCOUNTDESC = D.UD5) WHEN MATCHED THEN UPDATE SET D.UD9X = 'L', D.AMOUNTX =

D.AMOUNTX * -1, D.ACCOUNTX = H.CALCSTMTMATHVALUE WHERE D.AMOUNT 0 AND D.CHANGESIGN =

0 AND D.UD9X = 'S' AND SUBSTR(ACCOUNT,5,1) SUBSTR(ACCOUNTX,2,1)"

params = [ fdmContext["LOADID"] ]

print fdmAPI.executeDML(query, params, False)

fdmAPI.commitTransaction()

if fdmContext["LOCNAME"] == "SAPWEST":

query = "MERGE INTO TDATASEG D USING TBHVLOGICITEM H ON (LOADID = ? AND

H.CALCSTMTACCOUNTDESC = D.ACCOUNTX AND H.CALCSTMTACCOUNT = D.UD4 AND

H.CALCGROUPKEY = 'SAPWEST') WHEN MATCHED THEN UPDATE SET D.UD9X = 'W', D.AMOUNTX =

D.AMOUNTX * -1 WHERE D.AMOUNT = D.AMOUNTX AND D.UD9X IS NULL"

params = [ fdmContext["LOADID"] ]

print fdmAPI.executeDML(query, params, False)fdmAPI.commitTransaction()

AftProcMap


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Install both FDM Classic and FDMEE

Migrate FDM Classic

Agree on #SCRIPT or #SQL for map scripts Install and configure either Eclipse or

Notepad++ for Jython script development

Determine if the FDM Classic application is the

application needed going forward

Decide on resources

Test, Test, Test

Lessons Learned


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