The connection to the HFM application can be configured in the General Info tab.

Cluster

Enter here the name of the HFM cluster registered on the CXO-Cockpit application server. Registering the cluster can be done with the HFM Windows Client that must be installed on the CXO-Cockpit server. Note that the cluster-name is not (always) equal to the name of the HFM Application Server. Ask your HFM Administrator for further details.

Domain

It is strongly advised to use a native HFM user for connecting (log-on) to HFM. Therefore, this field can be left empty in most of the installations.

Username

Enter here the native HFM user that will be used to log-on to HFM. This user should meet the following requirements:

• It must be provided (have access to) the HFM application that will be used;
• Within this application it must be able to read all meta-data and data;
• It must be able to run Extended Analytics.

If these requirements are not met, extractions will fail.

Password

Enter the password of the HFM user. This password will be stored in the CXO-Cockpit database with a highly secure encryption. Should the password change, then it must be re-entered and saved.

Application

The name of the HFM application that will be used for extraction of data.

DSN

Enter the name of the DSN (Data Source Name) that will be used for feeding the extracted data into the correct CXO-Cockpit database. Entering and registering a DSN must be done on all HFM Application Servers that are part of the Cluster.

HFM Database Info (optional)

This section can be left empty for the standard extraction method using Extended Analytics. It should be filled for the Real Time synchronization method. Enter connection details for SQL Server instance where the HFM Relational Database is stored. Currently 2 SQL Server types are supported: Microsoft SQL Server 2005+ and Oracle 9+.

Read more: Configure HFM Database access

Path ETL Tool

The actual data and meta-data extraction using Extended Analytics is done by the ETL Tool (CXO_Cockpit.exe). This tool is not installed via the CXO-Cockpit installer and must be copied to a certain location, usually ..\Program Files\CXO Solutions\. Here you can enter the path where this tool can be found.

Exclude dynamic accounts

One of the options for Extended Analytics is to exclude the extraction of dynamic accounts (accounts defined in HFM with the DYNAMIC attribute). Dynamic accounts can be based on complex calculations which may involve multiple sub-cubes. Extracting this type of accounts can sometimes be very time-consuming and can cause a serious perfomance drop on the HFM Application servers. Unless you absolutely need dynamic accounts, it is advisable to tick this exclude checkbox. Note that we offer a powerful and easy-to-use method to define dynamic accounts within the CXO-Cockpit Design Studio (Cube Calculations).

Check data for Org. by Period

Check this box if the HFM application is based on Organization by Period. Note that this option may slow down the performance of the data-transformation process.