Oracle Hyperion Data Relationship Management 11.1.1 Administration

Special Notices

Please note that Oracle courses running at London training centres are subject to a 10% surcharge.

Overview

You begin the course by learning how to navigate the Data Relationship Management user interface. You view hierarchies and nodes and become familiar with the Data Relationship Management analysis tools. This introduction provides you a solid understanding of how users work with Data Relationship Management.

Next, you learn administrator-type tasks. You start by learning the high-level architecture of Data Relationship Management. You then create a Data Relationship Management application with Data Relationship Management Client. You create versions and hierarchies, define and organize properties, and create and manage validations and verifications. Lastly, you learn how to import and export master data, manage security, and audit changes over time.

Learn To:

• Navigate the Data Relationship Management user interface
• Create Data Relationship Management applications and define their structures
• Manage and maintain Data Relationship Management application structures
• Describe Data Relationship Management concepts, components, and architecture

This course is also suitable for customers using Hyperion Data Relationship Management 9.3.1.

Audience:

• Technical Administrator
• Technical Consultant

Prerequisites

• Basic accounting concepts
• Basic knowledge of Oracle EPM products

Delegates will learn how to

• Navigate the Data Relationship Management user interface
• Edit versions and hierarchies
• Describe Data Relationship Management architecture
• Create Data Relationship Management applications
• Manage and organize properties
• Enforce business rules
• Load and export master data
• Manage security
• Track master data changes
• Describe Data Relationship Management concepts and terminology

Course Outline

Navigate the Data Relationship Management user interface

• Edit versions and hierarchies
• Describe Data Relationship Management architecture
• Create Data Relationship Management applications
• Manage and organize properties
• Enforce business rules
• Load and export master data
• Manage security
• Track master data changes
• Describe Data Relationship Management concepts and terminology

Data Relationship Management Overview

• About Master Data
• Key Benefits of Data Relationship Management
• Data Relationship Management Key Terms and Concepts

Navigating the Data Relationship Management User Interface

• Connecting to Data Relationship Management Applications
• Navigating the Data Relationship Management Client Desktop
• Navigating Hierarchies
• Configuring the Property Editor

Working with Master Data

• Managing Nodes
• Searching for Nodes
• Listing Orphan Nodes

Analyzing Master Data

• About Data Relationship Management Analysis Tools
• Creating Property Queries
• Comparing Hierarchies
• Comparing Properties
• Synchronizing Nodes

Data Relationship Management Architecture

• Data Relationship Management Architecture
• Users
• Data Relationship Management Web Publishing Architecture

Creating and Configuring Data Relationship Management Applications

• Creating Data Relationship Management Applications
• Configuring Data Relationship Management Applications
• Configuring System Preferences

Building Master Data Structures

• Working with Versions
• Managing Hierarchies

Managing Properties

• About Data Relationship Management Properties
• Working with Property Categories
• Creating and Configuring Properties
• Defining Inheriting Properties

Working with Formulas

• Formula Deriver Class
• Creating and Editing Formulas
• Testing Formulas

Setting Up Node Types

• About Node Types
• Configuring Node Types in Hierarchies
• Troubleshooting Common Errors

Implementing Business Rules

• About Validations and Verifications
• Creating Validations and Verifications
• Assigning Validations and Verifications

Importing Master Data

• About Importing Master Data
• Starting New or Selecting Saved Imports
• Specifying Version and Log Output Information
• Selecting Section and Processing Options
• Mapping Properties to Columns in Import Files
• Selecting Import Files and Specifying Formats
• Specifying Options for Duplicate Nodes
• Running, Saving, and Deleting Imports

Blending Versions

• About Blending
• Starting New Blenders
• Specifying Source, Target, and New Version Names
• Selecting Hierarchy, Property, and Blending Options
• Mapping Hierarchies and Nodes from Source to Target Versions
• Selecting Blender Processing Options
• Selecting Blender Status Properties
• Running and Saving Blenders

Updating Master Data with Automator

• About the Automator Tool
• Creating Text Files for Automator
• Running Automator
• Reviewing Automator Processing Results
• Saving Automator Processing Results

Exporting Master Data

• About Exporting Master Data
• Creating Hierarchy Exports
• Creating Generation Exports
• Creating Hierarchy Compare Exports
• Exporting to Database Tables
• Creating and Running Export Books

Managing Security

• Levels of Security
• Creating and Managing Users
• Managing Access to Nodes
• Managing Access to Property Categories
• Setting System Preferences for Security

Auditing Master Data

• About Auditing Master Data
• Viewing Baseline Versions
• Enabling Change Tracking
• Viewing Transaction History
• Viewing Request History
• Analyzing Master Data Changes