Transcription
Oracle Hyperion Data Relationship ManagementOracle Hyperion Data Relationship StewardOracle Hyperion Data Relationship Management for Oracle Hyperion EnterprisePlanning SuiteOracle Hyperion Data Relationship Management for Oracle Hyperion FinancialClose SuiteOracle Hyperion Data Relationship Management for Customer HubOracle Hyperion Data Relationship Management Read Only AccessUser's GuideRelease 11.1.2.2Updated: May 2014
Data Relationship Management User's Guide, 11.1.2.2Copyright 1999, 2014, Oracle and/or its affiliates. All rights reserved.Authors: EPM Information Development TeamOracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respectiveowners.Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used underlicense and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and theAMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademarkof The Open Group.This software and related documentation are provided under a license agreement containing restrictions on use anddisclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement orallowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit,perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilationof this software, unless required by law for interoperability, is prohibited.The information contained herein is subject to change without notice and is not warranted to be error-free. If you findany errors, please report them to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf ofthe U.S. Government, the following notice is applicable:U.S. GOVERNMENT END USERS:Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/ordocumentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicableFederal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure,modification, and adaptation of the programs, including any operating system, integrated software, any programs installedon the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs.No other rights are granted to the U.S. Government.This software or hardware is developed for general use in a variety of information management applications. It is notdeveloped or intended for use in any inherently dangerous applications, including applications that may create a risk ofpersonal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take allappropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliatesdisclaim any liability for any damages caused by use of this software or hardware in dangerous applications.This software or hardware and documentation may provide access to or information on content, products, and servicesfrom third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of anykind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsiblefor any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.
ContentsDocumentation Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Documentation Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Chapter 1. Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13About Data Relationship Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Accessing Data Relationship Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Changing Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Naming Metadata Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Chapter 2. User Experience Differences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Release Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17New Feature Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Changes to Existing Feature Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Obsolete Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Task Group Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Key User Experience Differences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Logon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Browse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Compare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Blend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Audit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Administer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Chapter 3. Managing Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Data Relationship Management Version Life Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Version Type and Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Creating Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Contentsiii
Working with Version Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Using Version Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Creating Version Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Assigning a Version to a Variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Deleting a Version Variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Copying Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Saving Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Creating As-Of Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Editing Version Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Assigning Validations to Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Assigning Nodes to Domains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Assigning Domains to Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Unloading and Deleting Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Version Backup and Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Chapter 4. Managing Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Creating Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Editing Hierarchy Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Enabling and Disabling Node Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Opening Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Hierarchy Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Creating Hierarchy Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Assigning Hierarchies to Hierarchy Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Assigning Controlled Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Assigning Controlled Node Access Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Assigning Validations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Deleting Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Chapter 5. Working with Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47About Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Using Domains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Adding and Inserting Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48ID Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Modeling a Node . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Copying Node Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Moving and Ordering Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Relaxed Move Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Sorting Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Node Deletion Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Merging Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55ivContents
Deleting Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Removing Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Annulling Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Inactivating Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Reactivating Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Assigning Validations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Orphan Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Viewing Orphan Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Deleting Orphan Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Navigating in Tree View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Finding Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Node Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Using Shared Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Shared Node Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Enabling Shared Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Adding and Inserting Shared Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Removing and Deleting Shared Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Renaming Shared Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Converting a Shared Node to a Primary Node . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Displaying Shared Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Chapter 6. Managing Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Property Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67System Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Stats Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Property Value Scope and Origin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Property Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Editing Property Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Filtering Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Chapter 7. Validating Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Validating Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Validating Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Validating Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Working With Validation Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75Navigating Version and Hierarchy Results in List View . . . . . . . . . . . . . . . . . . . . . . . 75Navigating Node Results in List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75Navigating Node Results in Tree View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75Downloading Node Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Clearing Validation Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Contentsv
Chapter 8. Using Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Query Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Creating Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Operator Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Working with Query Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81Navigating in List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81Navigating in Tree View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Downloading Query Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Managing Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Opening Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83Copying Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83Deleting Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83Chapter 9. Comparing Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Compare Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Visual Compare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Structure Compare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Property Compare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Rename Compare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Creating Compares . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Working with Compare Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Navigating in List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Navigating in Tree View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Moving Nodes Between Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Downloading Compare Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Managing Compares . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90Opening Compares . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90Copying Compares . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90Deleting Compares . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91Chapter 10. Working with Action Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Loading Action Scripts From Flat Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Downloading Action Script Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94Action Script Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95Loading Action Scripts From a Transaction Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Loading Action Scripts From a Node Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100Chapter 11. Working with Imports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103Import Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103Creating Imports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104viContents
Running, Copying, and Deleting Imports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108Chapter 12. Blending Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109Creating Blenders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109Running, Copying, and Deleting Blenders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113Chapter 13. Working with Exports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115Creating Exports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115Hierarchy Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116Hierarchy XML Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122Generation Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124Compare Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128Difference Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132EPM Architect Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135Version Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137Property List Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140Property Lookup Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141Transaction Log Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144Merge Log Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147Creating Export Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149Running, Copying, and Deleting Exports and Export Books . . . . . . . . . . . . . . . . . . . . . . 150Chapter 14. Working with Change Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153Chapter 15. Auditing Transaction and Request History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155Auditing Transaction History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155Data Actions in Transaction History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156Auditing Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160Chapter 16. Using the Data Relationship Management Batch Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163Securing the Batch Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164Setting up Batch Client Credentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164Running the Batch Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164Dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165Saving Versions in the Batch Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165Command Line Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165Configuration File Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172Outputs and Result Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181Contentsvii
viiiContents
Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website athttp://www.oracle.com/pls/topic/lookup?ctx acc&id docacc.Access to Oracle SupportOracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx acc&id info or visit http://www.oracle.com/pls/topic/lookup?ctx acc&id trs if you are hearing impaired.9
10Documentation Accessibility
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Getting Started1In This ChapterAbout Data Relationship Management .13Accessing Data Relationship Management.13Security .14Naming Metadata Objects .15About Data Relationship ManagementOracle Hyperion Data Relationship Management functions as a hub where reporting structuresare maintained, analyzed, and validated before moving throughout the enterprise.Data Relationship Management does the following:lManages business entities, hierarchies, attributes, and mappings across multiple systemslValidates data relationships and calculates attribute values using business ruleslEnforces referential integrity across all subscribing systems and hierarchieslEnables users to create and manage alternate viewslMerges independent data sets from different sources and combines them into a master setlMaintains historical versions for comparative reporting and analysislTracks all hierarchy and attribute changes with a full-featured audit loglCan serve as the main point-of-entry to update subscribing systems or be used after-thefact for reconciliation and analysisAccessing Data Relationship Managementä To start the Data Relationship Management client:1Select Start, then Programs, then Oracle EPM System, then Data Relationship Management, thenWeb Client .2Enter your user name and password.User names and passwords are case-sensitive.3Select an application and click Log On.About Data Relationship Management13
Changing Passwordsä To change a password:1From the Data Relationship Management Home page, select Preferences.2Click Change My Password.3Type the current password.4Type the new password.Note: When a user is authenticated natively and the PasswordPolicyEnabled systempreference is set to True, a password must contain three of the following elements:lUppercase letterslLowercase letterslNumberslSpecial charactersNote: Otherwise, the password is not restricted unless by an external directory when theuser is authenticated via Oracle Hyperion Shared Services.5Type the new password again.6Click OK.SecurityUser access is determined by:lll14Node access group assignments — Node access groups are used to control user access tohierarchies and nodes. Users can be assigned to specific groups that have permissions tocertain nodes within Data Relationship Management. For example, within the chart ofaccounts, a group of users may only need to maintain the Asset structure. If a user does nothave access to any node in a hierarchy, the hierarchy is not displayed. If a user does not haveaccess to any hierarchies in a version, the version is not displayed.Version statusmWorking versions – Accessible to all users based on their security privilegesmSubmitted versions – Can be edited by the version owner or a Data ManagermFinalized versions – Read only to all user rolesmExpired versions – Read only to the version owner or a Data Manager role.User role assignment — For more information, see the Oracle Hyperion Data RelationshipManagement Administrator's Guide.Getting Started
lProperty category assignments — Access can be restricted to certain property categories forversions, hierarchies, and nodes. In most cases, property categories are based on a systembasis.Naming Metadata ObjectsWhen you name metadata objects such as exports and compares, do not use a comma in thename.Naming Metadata Objects15
16Getting Started
User Experience Differences2In This ChapterRelease Overview .
About Data Relationship Management Oracle Hyperion Data Relationship Management functions as a hub where reporting structures are maintained, analyzed, and validated before moving throughout the enterprise. Data Relationship Management does the following: l Manages business entities, hierarchies, attributes, and mappings across multiple systems
