Oracle Hyperion Data Relationship Management 11.1.1 Administration Activity Guide D56817GC10 Edition 1.0 April 2009 D59184
Authors Jody Glover Sergiy Pecherskyy Technical Contributors and Reviewers Matt Lontchar Stanley Ziolkowski Publisher Veena Narasimhan Copyright 2009, Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.
0 Exercises Lesson 1: Exercise 1.1 Data Relationship Management Overview Understanding Data Relationship Management Concepts and Terminology............................................... 2 Lesson 2: Navigating the Data Relationship Management User Interface Exercise 2.1 Connecting to the Eden Application............................. 5 Exercise 2.2 Exploring the Data Relationship Management Client Desktop........ 5 Lesson 3: Working with Master Data Exercise 3.1 Adding a Node............................................. 6 Exercise 3.2 Inserting a Node............................................ 6 Exercise 3.3 Removing a Node.......................................... 6 Exercise 3.4 Deleting a Node............................................ 7 Exercise 3.5 Adding Nodes Under a Linked Parent........................... 7 Exercise 3.6 Viewing Links.............................................. 7 Exercise 3.7 Finding HQ Nodes in the TotalGeography Hierarchy................ 8 Exercise 3.8 Finding HQ Nodes in the 2010 03 - Production Version............. 8 Lesson 4: Analyzing Master Data Exercise 4.1 Finding Stranded Parents in the TotalGeography Hierarchy.......... 9 Exercise 4.2 Finding Stranded Parents in the Version......................... 9 Exercise 4.3 Comparing and Correcting Hierarchies.......................... 9 Lesson 5: Data Relationship Management Architecture Exercise 5.1 Understanding Data Relationship Management Architecture........ 10
Lesson 6: Creating and Configuring Data Relationship Management Applications Exercise 6.1 Creating a Database Connection.............................. 11 Exercise 6.2 Changing the Default Database Connection..................... 11 Exercise 6.3 Logging On to the Application and Viewing System Preferences..... 12 Lesson 7: Building Master Data Structures Exercise 7.1 Creating and Saving a New Version........................... 13 Exercise 7.2 Creating Hierarchies....................................... 13 Exercise 7.3 Creating System Categories................................. 14 Exercise 7.4 Deleting, Copying to New, and Changing the Status of Versions...... 15 Lesson 8: Managing Properties Exercise 8.1 Creating Properties and Property Categories.................... 16 Exercise 8.2 Testing Properties and Property Categories..................... 21 Lesson 9: Working with Formulas Exercise 9.1 Creating Formulas for Derived Properties....................... 22 Exercise 9.2 Working with the Hierarchy Structure in Formulas................. 23 Exercise 9.3 Testing Derived Properties................................... 23 Lesson 10: Setting Up Node Types Exercise 10.1 Creating and Configuring Node Types.......................... 24 Exercise 10.2 Configuring a Node Type Property............................. 25 Exercise 10.3 Assigning Node Types to Nodes.............................. 25 Exercise 10.4 Enabling Node Types for Hierarchies........................... 25 Exercise 10.5 Verifying Node Types....................................... 25 Lesson 11: Implementing Business Rules Exercise 11.1 Creating and Assigning Validations............................ 26 Exercise 11.2 Creating and Running Verifications............................ 26 Exercise 11.3 Creating Verifications by Using the CustPropQuery Validation Class.. 27 iv
Lesson 12: Importing Master Data Exercise 12.1 Importing Data into a New Version............................. 28 Lesson 13: Blending Versions Exercise 13.1 Blending Versions......................................... 29 Exercise 13.2 Setting Hierarchy and Top Node Properties...................... 30 Lesson 14: Updating Master Data with Automator Exercise 14.1 Updating Data in Existing Versions............................ 31 Lesson 15: Exporting Master Data Exercise 15.1 Exporting Data to a Flat File.................................. 32 Exercise 15.2 Exporting Data to a Database Table........................... 33 Lesson 16: Managing Security Exercise 16.1 Creating Users and Node Access Groups....................... 35 Exercise 16.2 Assigning Nodes to Node Access Groups....................... 35 Exercise 16.3 Testing Security........................................... 36 Lesson 17: Auditing Master Data Exercise 17.1 Creating As Of Versions..................................... 37 Exercise 17.2 Identifying New and Removed Nodes.......................... 37 Exercise 17.3 Identifying Changed Properties............................... 37 Exercise 17.4 Viewing Transaction History for the Current Session............... 37 Exercise 17.5 Exporting Transaction History................................ 38 Exercise Solutions Lesson 1: Solution 1.1 Data Relationship Management Overview Understanding Data Relationship Management Concepts and Terminology.............................................. 40 v
Lesson 2: Navigating the Data Relationship Management User Interface Solution 2.1 Connecting to the Eden Application............................ 41 Solution 2.2 Exploring the Data Relationship Management Client Desktop....... 42 Lesson 3: Working with Master Data Solution 3.1 Adding a Node............................................ 43 Solution 3.2 Inserting a Node........................................... 45 Solution 3.3 Removing a Node......................................... 46 Solution 3.4 Deleting a Node........................................... 46 Solution 3.5 Adding Nodes Under a Linked Parent.......................... 48 Solution 3.6 Viewing Links............................................. 49 Solution 3.7 Finding HQ Nodes in the TotalGeography Hierarchy............... 50 Solution 3.8 Finding HQ Nodes in the 2010 03 - Production Version............ 51 Lesson 4: Analyzing Master Data Solution 4.1 Finding Stranded Parents in the TotalGeography Hierarchy......... 52 Solution 4.2 Finding Stranded Parents in the Version........................ 53 Solution 4.3 Comparing and Correcting Hierarchies......................... 55 Lesson 5: Data Relationship Management Architecture Solution 5.1 Understanding Data Relationship Management Architecture........ 59 Lesson 6: Creating and Configuring Data Relationship Management Applications Solution 6.1 Creating a Database Connection.............................. 60 Solution 6.2 Changing the Default Database Connection..................... 61 Solution 6.3 Logging On to the Application and Viewing System Preferences..... 61 Lesson 7: Building Master Data Structures Solution 7.1 Creating and Saving a New Version........................... 63 Solution 7.2 Creating Hierarchies....................................... 63 Solution 7.3 Creating System Categories................................. 66 Solution 7.4 Deleting, Copying to New, and Changing the Status of Versions...... 68 vi
Lesson 8: Managing Properties Solution 8.1 Creating Properties and Property Categories.................... 69 Solution 8.2 Testing Properties and Property Categories..................... 77 Lesson 9: Working with Formulas Solution 9.1 Creating Formulas for Derived Properties....................... 80 Solution 9.2 Working with the Hierarchy Structure in Formulas................. 81 Solution 9.3 Testing Derived Properties................................... 82 Lesson 10: Setting Up Node Types Solution 10.1 Creating and Configuring Node Types.......................... 84 Solution 10.2 Configuring a Node Type Property............................. 85 Solution 10.3 Assigning Node Types to Nodes.............................. 86 Solution 10.4 Enabling Node Types for Hierarchies........................... 86 Solution 10.5 Verifying Node Types....................................... 87 Lesson 11: Implementing Business Rules Solution 11.1 Creating and Assigning Validations............................ 88 Solution 11.2 Creating and Running Verifications............................ 89 Solution 11.3 Creating Verifications by Using the CustPropQuery Validation Class.. 91 Lesson 12: Importing Master Data Solution 12.1 Importing Data into a New Version............................. 95 Lesson 13: Blending Versions Solution 13.1 Blending Versions........................................ 100 Solution 13.2 Setting Hierarchy and Top Node Properties..................... 103 Lesson 14: Updating Master Data with Automator Solution 14.1 Updating Data in Existing Versions........................... 106 Lesson 15: Exporting Master Data Solution 15.1 Exporting Data to a Flat File................................. 109 Solution 15.2 Exporting Data to a Database Table.......................... 113 vii
Lesson 16: Managing Security Solution 16.1 Creating Users and Node Access Groups...................... 117 Solution 16.2 Assigning Nodes to Node Access Groups...................... 119 Solution 16.3 Testing Security.......................................... 120 Lesson 17: Auditing Master Data Solution 17.1 Creating As Of Versions.................................... 122 Solution 17.2 Identifying New and Removed Nodes......................... 123 Solution 17.3 Identifying Changed Properties.............................. 124 Solution 17.4 Viewing Transaction History for the Current Session.............. 125 Solution 17.5 Exporting Transaction History............................... 126 viii