Oracle s Hyperion Data Integration Management Adapter for Financial Management Release Readme

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1 Oracle s Hyperion Data Integration Management Adapter for Financial Management Release File This file contains the following sections: Purpose... 1 System Requirements... 2 Hardware... 2 Software... 2 Installation Instructions... 2 Compatible Software... 2 Installing the Adapter... 3 Installing the Adapter in Silent Mode... 5 Installing the Adapter in Console Mode... 5 Configuring the Adapter... 5 Registering the Repository Plug-in... 5 Configuring Application Connections... 6 Uninstalling the Adapter... 7 Known Issues... 7 Tips and Troubleshooting... 7 Accessing Hyperion Product Documentation... 8 Purpose This document includes important, late-breaking information about this release of Oracle s Hyperion Data Integration Management Adapter for Financial Management. Review this information thoroughly before installing Data Integration Management Adapter for Financial Management. 1

2 System Requirements The following tables list system requirements for this release of Data Integration Management Adapter for Financial Management. For more information about system requirements, see these documents: Hardware Hyperion Data Integration Management Release Hyperion Installation Start Here The Hyperion Financial Management System 9 Installation Guide The Informatica PowerCenter Installation and Configuration Guide The Informatica PowerCenter SP3 Service Pack Installation Guide Component Minimum Recommended Processor Pentium II 266MHz Pentium III 500MHz Memory 128MB 512MB Disk Space 200MB 500MB Screen Resolution 800x x768 Software Component Requirement Operating System Windows (x86, 32-bit) Windows XP Pro (Client) Note: Multiple non-english locales are Windows Server 2000 (SP4) supported on all supported platforms. Windows Server 2003 (SP1) Data Integration Management Release Informatica PowerCenter Release SP3 Installation Instructions Compatible Software This release of Data Integration Management Adapter for Financial Management is compatible with these releases: Data Integration Management Hyperion Financial Management - System 9 Release Informatica PowerCenter SP3 Note: Financial Management Client must be installed on the computer where PowerCenter Client is installed and on the computer where PowerCenter Server is installed. 2

3 Installing the Adapter Note: You must be a Data Integration Management or Informatica PowerCenter user with administrative privileges to install Data Integration Management Adapter for Financial Management. Adapter installation prerequisites: Informatica SP3 must be installed on the computer where you install the adapter. You must be a Data Integration Management or Informatica PowerCenter user with administrative privileges. To install Data Integration Management Adapter for Financial Management: 1. Unless you have an installation DVD, download dimafm_93110_infa811_windows_x86.zip from Oracle E-Delivery and extract the file into a temporary folder. 2. From the installation DVD or the folder where you extracted dimafm_93110_infa811_windows_x86.zip in step 1, start setupwin32platform.exe. 3. Click Next on the welcome screen. 4. Select a country, and click Next. 5. On the license agreement screen, select I AGREE and click Next. 6. Specify the Hyperion Home directory, and click Next. If both the Client and Server components of PowerCenter are installed on the computer, the adapter installer defaults to a Server installation, as shown in the following figure: 3

4 Note: The preceding figure shows c:\informatica\powercenter811 as the Informatica installation folder, but your Informatica installation folder could be different. 7. On the destination screen, specify whether to install the Client Plug-in, the Server Plugin, or both components: To install only the Server Plug-in, click Next. To install only the Client Plug-in, replace Server with Client in the installation destination, so that the specified destination folder is Informatica_Installation_Folder\Client, and click Next. To install the Client Plug-in and the Server Plug-in, delete \Server from the installation path, so that the specified destination folder is Informatica_Installation_Folder. If you specify Informatica_Installation_Folder as the destination, this setup options screen is displayed: 8. If the setup options screen is displayed, select a setup option. Typical Install all adapter components Custom Select which components to install: o o Client Plug-in Server Plug-in 4

5 Note: When you install the client and server components on one computer, you must install both components in the same location. 9. Follow the prompts to complete the installation, noting the configuration information. Installing the Adapter in Silent Mode When you install the adapter in silent mode, the installer retrieves the installation properties that are saved in a response file instead of displaying screens where you enter these properties. Silent mode is often used for performing installations remotely. To install an adapter in silent mode 1. Create a response file if you do not have one: a. Run the adapter installer from the command line as follows: setupwin32platform.exe options-template ResponseFileName b. Edit the response file manually, if necessary. 2. Run this command: setupwin32platform.exe -silent -options ResponseFileName Installing the Adapter in Console Mode When you run the installer for an adapter in console mode, you select input from a series of menus that are displayed. To install an adapter in console mode, run this command: setupwin32platform.exe -console Configuring the Adapter After installing the adapter, you must configure it on the computers hosting the PowerCenter Client and Server components of Data Integration Management. Configuration tasks: Registering the repository plug-in for the adapter Creating and configuring connection properties Registering the Repository Plug-in If you install the Server plug-in component, you must register the Repository Plug-in. Note: This registration is not required for the Client Plug-in. To register the Repository Plug-in: 1. Access the PowerCenter Administration Console: a. Select Start > Programs > Informatica PowerCenter b. Select Services -> Launch Admin Console. 5

6 Note: The default user name for accessing the console is admin, and the default password is password. The user name and password are case-sensitive. 2. In the Administration Console: a. In the left pane, double click the repository service for which you want to register the plug-in. b. Click the Properties tab in the right pane. c. In the General Properties section: 1. Click the Edit button 2. Change the OperatingMode setting to Exclusive. 3. Click OK. 4. Click OK to restart the repository. d. Click the Plug-ins tab. e. Under Register plug-ins and security modules in the right pane, click Register Repository Service plug-in. f. Under Register plug-in for Repository Service, select hfm.xml, which is in the Informatica_Installation\Server folder. g. Click OK. 3. On the Properties tab: a. Click the Edit button b. Change the OperatingMode setting to Normal. Configuring Application Connections You must configure an application connection in the Workflow Manager for PowerCenter Server before you can load or extract metadata or data in a Financial Management application. When configuring application connections, specify attributes that PowerCenter Server uses to connect to a database during a PowerCenter session. The application connections that you define in the Workflow Manager are saved in the PowerCenter repository. To configure an application connection: 1. In the Workflow Manager, connect to a PowerCenter repository. 2. Click Connections > Application. 3. Select the connection for Hyperion Financial Management, and click OK. 4. Enter this information in Connection Object Definition, and click OK: Name A name for the connection 6

7 User Name Your user name for the Financial Management instance Password Your password for the Financial Management instance ServerHost (in the Attributes box) The name of the Financial Management server host computer Application Connection Browser lists the new application connection. Tip: You can edit or delete an application connection by selecting it in the list in Application Connection Browser and clicking Edit or Delete. See Managing Connection Objects in the Informatica PowerCenter Workflow Administration Guide for more information Uninstalling the Adapter To uninstall Data Integration Management Adapter for Financial Management: 1. Unregister the Financial Management Repository Plug-in. For instructions, see Registering and Unregistering Repository Plug-ins in the Informatica PowerCenter Administration Guide. 2. Select Add/Remove Programs from the Windows Control Panel. 3. Select the adapter and click Change / Remove. Known Issues Custom uninstallation in silent mode uninstalls all the components even if all components are not specified in the response file. If you click the Previous button on the license agreement screen, the selected language is reset. Tips and Troubleshooting In case of errors in a workflow that involves loading metadata, the Informatica Server Temp folder contains log and metadata files. You must remove these files manually: LogX.tmp and DataX.tmp, where X is a hexadecimal number. When you start Informatica PowerCenter Designer, you might receive this error message: Failed to Load DLL: HFMClientPlugin.dll for Plug-in: HFM, Vendor: Informatica. The specified module could not be found. This error may occur if the Financial Management client is not installed on the client computer. 7

8 If the Financial Management application servers are installed on a separate computer, then DCOM must be enabled. Otherwise, a connection to Financial Management may be unresponsive. The Enable DCOM option is on the Server/Cluster Registration tab of the Financial Management configuration utility. For more information, see the Enabling DCOM section in the Hyperion Financial Management System 9 Installation Guide. Accessing Hyperion Product Documentation The most recent version of each Hyperion product guide is available for download from the Documentation area of the Oracle Technical Network (OTN) Web site ( Documentation is also available from the Oracle E-Delivery Web site ( Please note that individual product guides are available for download on the Oracle Technical Network (OTN) Web site only. Copyright 2006, 2007, Oracle and / or its affiliates. All rights reserved. 8

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