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The HFM Express Adapter is a universal adapter for all versions of Oracle (Hyperion) Financial Management until version 11.1.2.4. The main difference with the existing HFM Adapter is that the HFM Express Adapter does not rely on the Data Extraction module of Financial Management (also known as Extended Analytics). Instead it extracts data and metadata by directly connecting to the relational database underlying HFM (SQL Server or Oracle). Also, the configuration and execution of the data extraction process has been simplified.

Prerequisites

If the relational database underlying HFM is an Oracle database, then ODAC must be installed on the CXO Cockpit Application Server. We tested version 11.2 Release 5 (11.2.0.3.20), but newer versions will also work.

Creation of a HFM Express Source System adapter

Creation can be part of the creation of a new CXO-Cockpit application or the creation of a Source System within an existing application. In both cases the following wizard will appear:

  • Select 'Use Backend System Adapter'
  • Select Adapter 'Hfm Express'
  • Enter a name (usually the name of the underlying HFM application)
  • Press Next / Next / Finish

After finishing, two more databases have been created:

  • cxo_fact_<name>: the database that will hold the extracted data and dimension information. At creation of the source system it will contain some sample data not related to the HFM application yet
  • cxo_hfmexpressstaging_<name>: a database that will be used to store the specifications of the data-extraction process. Also, during extraction it will act as a temporary storage for the raw data-extracts.

Also an Analysis Services OLAP Database will have been created (name = <name>), initially containing sample data. 

 

Connection to HFM

Open the Source Sysem adapter console as follows (select the right adapter):

 In the first tab, enter the connectivity details to the HFM database:

  • DB Type: We support 2 Database Types: SQL Server and Oracle.
  • The SQL Server is the SQL Server instance where the HFM data are stored. Note: as a rule this is not the same database-server as used for the CXO-Cockpit databases.

 

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