Clarifications on ODI installation (for FDM ERPi to drill through EBS)

This is for drilling EBS from HFM and Planning through FDM. EPM is 11.1.2.2. ODI is 11.1.1.6.0.
A sharing on the steps I am going to perform, anyone who has done it before or idea on how to do so please help me to have a look and validate. I found documentation on EPM and ODI installation separately but I don't find step-by-step guide to make the subject configuration work. Please let me know if you know one. Thanks a lot.
The FDM ERPi component will be configured AFTER ODI is up and running. FDM and all other EPM components are up-and-running before the ODI installation.
Steps to install/configure ODI:
1. Create DB schema, one for MASTER and one for WORK, grant DB access according to the install guide
2. Use Oracle RCU (Repository Creation Utility) v11.1.1.3.3 to populate the MASTER and WORK tables
3. run ODI installer, using the jdk160 located in the ORACLE middleware home directory
4. select all available components of ODI for installation i.e. ODI Studio (with local agent), ODI SDK, Standalone Installation, all under Java EE installation (Java EE Agent, ODI Console, Public Web Service)
Have read the manual up to here, will update the thread when I go further, again feel free to comment.
Last step, to trigger EPM configurator to configure the ERPi component

Hello,
In the situation you have described unless the Authentication mechanism and the style of that mechanism for all the environments (in this sitaution Hyperion vs. Oracle EBS) are identical then there is no unified approach. Generally when going from Hyperion into Oracle EBS the EBS landing page is returned prompting you for valid credentials.
In order for this to work in on seemless move you would have to use OID with OSSO.
OID = Oracle Internet Directory
OSSO = Oracle Single Sign On
Thank you,

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FDM ERPI metadata mapping with EBS and Planning

Hi,
ERP integrator metadata mapping in its showing only Planning dimension names and EBS segments ,then mapping.
suppose source(EBS) Account to Target(planning) Account,in this the EBS member codes and planning memeber codes are different ,
how can i know this mapping is happend,
If possible to see all the members?,and connect each and every member?,
Can you please...
regards,
SV

Thanks for your help. I hit against another issue though.
On clicking on Open Source document, an error page opens up with an error - HTTP: 400 Bad Request.
On checking the properties for this page I noticed that the address for the url is
res://ieframe.dll/http_400.htm#http://localhost:6550/workspace/index.jsp
My workspace is on port 80.
6550 is the ERPI port.
The url should have read localhost/workspace/index.jsp
Is there some settign that I am missing.
Thanks.

FDM ERPI

I have a few questions on FDM with and without ERPI that I would sincerely appreciate some clarity on.
1) Do you need ERPI to drill through to the source ERP to see transactional level detail? Or can FDM stand alone do that as well? If FDM alone can do it, how would it accomplish this - via Integration script perhaps?
2) Do you need FDM to use ERPI? Or can we simply have ERPI which would pull the data from the source, transform it and load it to the target EPM application?
3) When using ERPI to load directly to the target EPM application, how is this accomplished? Does it have something similar to an FDM adapter? Or does it load directly into the backend database of the target EPM app? Or does it load via EPMA staging tables?
Thank you very much in advance for any semblance of help on this.

1. Yes, you need ERPi or the SAP source system adaptor to drill back to the ledger. Only certain versions of eBS, PeopleSoft & SAP are currently supported for this. View the app readme for more details on versions. An integration script does not provide drill to the source system itself, just to the records imported into FDM.
2. You do not need FDM to use ERPi. It also works as a stand alone product to do the basic ETL/data transformation functions that FDM provides. FDM enhances the capabilities with its core features.
3. The answer to this depends on which type of target EPM app you have - Classic v EPMA. The latest ERPi admin guide covers how this works in pretty good detail for both scenarios.
Documentation can be found here:
http://www.oracle.com/technetwork/middleware/performance-management/documentation/index.html

Is it possible to use FDM ERPI drill-through via Add-in Excel V11

Hi
I am using FDM ERPI 11.1.2.1 to load data from Oracle eBS GL (11.5) to Hyperion Planning 11.1.2.1.
The drill-through from Hyperion Planning to Oracle eBS GL via FDM ERPI is ok through Smartview and the data forms.
Do you know if it is ok through the Add-In Excel V11?
Thanks in advance for your help
Fanny

You cannot use the Classic Spreadsheet (Excel) Add-In if that is what you are referring to.
As the other post indicates it will only work via Smart View.
Thank you,
Todd Rebner

FDM Drill to EBS gets wrong Set of Books

Hi,
We just installed Planning, FDM, ERPI, and ODI. I am testing the drill through from FDM to Oracle EBS. I start in FDM and click on Open Source System. That takes me to ERPI where I click on the amount. Oracle EBS launches in and asks for my User ID and Password. I fill them in and the Account Analysis and Drilldown workflow page is displayed. The set of books is already filled in, but is incorrect and can not be changed.
Since I didn't have to pick an Oracle EBS Responsibility it must be passed from ERPI. The set of books related to the source system for the FDM application I am in is 1 but the set of books displayed is 21. Where do I look to find out why the set of books and/or EBS Responsibility is not being passed correcly from ERPI to Oracle EBS?
Thanks,
Glen

Hello,
I did have the same problem. Don't set default values. Then try to compile again. If you still have a problem I would suggest to look at the sequence of the segments, it should be 1,2,3. Also maybe your flex value sets for those segments are not set correctly.
First I would try without the default values.
I hope it helps.

Building Drill through reports from aso cube using odi in webanalysis11.1.3

I need some urgent help as i have a important requirement for an essbase aso cube .I was trying to establish a database connection to build a drill through report in webanalysis from oracle datawarehouse.the integration tool which we are using to get data from oracle datawarehouse to hyperion is odi.My question are
1) Can drill through reports be built using odi like eis from an aso cube?if yes whats the procedure?
2) is there any alternate ways to bring transaction level or relational data for reporting in webanalysis?
regards,
praveen.
Edited by: user13070887 on Oct 11, 2010 3:48 PM

Hi Glenn,
We tried optimizing the drill through SQL query but actually when we run the directly in TOAD it takes *23 secs* but when we do drill through on the same intersection
it took more than 25 mins. Following is our query structure :
(SELECT *
FROM "Table A" cp_594
INNER JOIN "Table B" cp_595 ON (cp_594.key = cp_595.key)
WHERE (Upper(cp_595.*"Dim1"*) in (select Upper(CHILD) from (SELECT * FROM DIM_TABLE_1 where CUBE = 'ALL') WHERE CONNECT_BY_ISLEAF = 1 START WITH PARENT = $$Dim1$$ CONNECT BY PRIOR CHILD = PARENT UNION ALL select Upper(CHILD) from DIM_TABLE_1 where CUBE = 'ALL' AND REPLACE('GL_'||CHILD, 'GL_IC_', 'IC_') = $$Dim1$$))
And ----same for 5 more dimensions
Can you suggest some improvement ? Please advice.
Thanks

Passing different (multi-) values for parameters to drill-through report, based on clicked subtotal in main report

In Report Builder 3.0, I have made a main report in which the user can filter the underlying dataset using three parameters (all multi-value). The report shows totals grouped by these three parameters, as well as a grand total. What I want is to click
on a total, which then opens the drill-through report for the corresponding records. I have achieved this for the grand total; the action in the corresponding text box passes all selected values of the parameters to the drill-through report.
What I cannot figure out is how to make this work right when clicking on a subtotal. When I use the same expression as for the grand total, the same values for the parameters are passed, instead of the subset that apply to the corresponding text box in the
main report. I expected this to work, because Report Builder /does/ correctly calculate the SUMs for the different levels, even though the expressions are the same.
My question is: how do I pass different drill-through (multi-) values for parameters, corresponding to the respective subtotals in the main report?
(FYI: I am using Microsoft SQL Server 2008 R2 and Report Builder 3.0 .)

Hello Katherine,
Thanks once more for your quick reply.
I was aware of the textbox action "Go to report", and how to pass parameters in general. My question concerned how to determine the scope of the passed multi-value parameters (to the values that apply to the respective group/subtotal). The article you linked
to is informative, but not a solution to my problem.
A colleague of mine came up with a pragmatic solution: instead of trying to determine the scope of the parameter values, now I "look to the left in the results table". The two screenshots below should illustrate this. (Screenshots are in Dutch. Specific information
is pixelated.)
Unfortunately, I am not able to post images. Once my account is verified, I will edit them in. For now, I hope the text speaks for itself enough.
[Screenshot: Drill-through parameters - 01: Report Builder tablix with subtotals]
[Screenshot: Drill-through parameters - 02: Textbox properties (selected in screenshot 01) - Action - Go to report]
The first screenshot shows the tablix in the Report Builder. The second screenshot shows the properties of the textbox selected in the first.
Notice that I do not pass parameters for the first two columns, but the actual values. I only pass the parameter (containing /all/ user-selected values) for the third column. In the textbox below the selected one, I pass the actual values for the first column,
and parameters for the last two. In the textbox above the selected one, I pass the actual values for all three columns.
The only (cosmetic) flaw this approach has is that in the drill-through report, the list of selected parameters might show values that do not occur in the (corresponding part of the) results, and only for those parameters for which the main report passes (all
user-selected) parameter values, and not the actual values in the results. The results are correct, though.
If there is a way to directly determine the scope of multi-value parameters for passing to a drill-through report, I would still like know. But for now, this seems to work.

Suffering with ERPi/ODI installation

Hi
I am having great difficulty in configuring ERPi (11.1.2.1) and ODI (11.1.1.5)
The source is Peoplesoft Financials and the target is Planning.
I have been wading through the documentation and am having problems in setting this up.
ODI - I have a master/work single repo which I created using the RCU.
I have created a logical schema for Planning, ERPI (Oracle) and PSoft (Generic SQL) also a File schema for ERPI.
I have created physical data servers for planning, ERPI and PSoft and also physical schemas. I am not sure what contexts are or mean and where they fit into the setup.
Do I then need to import files from the C:\Oracle\EPM\EPMSystem11R1\products\FinancialDataQuality\odi folder?
I only have the following.
Adapters, scenarios and topology folder. I thought there were projects that could be imported form there but I only have 'load plans and scenarios'
I am completely confused, does anyone have any good tips, docs, screenshots, URLs anything? that can help.
I have tried various Oracle ODI docs, and feel like I'm going round in circles.
thanks
Ed.

Hello,
Look at this Oracle document through Support.Oracle.com.
Oracle Financial Data Quality Management ERP Integration Adapter for Oracle (ERPI) [ID 1134897.1]
Installation stages for ERPI/ODI/FDM Configuration:
Document 951369.1 (11.1.1.3) Configure and use ERPi as a Replacement to the Financial Data Quality Management EBS Adapter
Document 1169565.1 (11.1.2) Configure and use ERPi 11.1.2 to Load Data into Financial Data Quality Management from EBS
There are embedded links to pdf documents with screenshots.
Also if you are on Windows 2008 R2, you may looking to applying the patch ERPi 11.1.2.1.501.
Regards

Has the ODI same installable for both Client & Server?

Has the ODI same installable for both Client & Server?
i.e. Team with multiple developers is concurrently working on ODI project. Repository is very much same. They just need the Designer Module in their desktop.
Is there separate installable for development IDE for ODI (Designer Module) instead of complete ODI which may include the server also?
Thanks In Advance
priyadarshi.

Hi ,
You can install only the client in multiple machine if multiple user are going use/share the same repository ... and you should be having the same
snps_login_work.xml
snps_login_security.xml
in all your client installations....so that you can have multiple users created and share the same repositroy ...
hope this helps
Thanks
Ananda

FDM & ERPI to FDMEE - Upgrade approach/challenges ?

Hello,
We are in FDM/ERPI 11.1.2.2.300 (used for loading data from EBS and file systems into HFM 11.1.2.2.300) and planning to upgrade (within the existing environment [in-place upgrade]) to 11.1.2.3. As we see that FDM/ERPI are integrated together as FDMEE in 11.1.2.3, we had big grey area on how FDMEE would function in contrast to disparate FDM/ERPI.
We needed inputs from veterans or anyone who had experienced the upgrade to answer the follwing queries.
Queries:
[1] We have come to know that FDM and ERPI are integrated together as FDMEE in 11.1.2.3.
     [a] Since we have FDM and ERPI as separate components in 11.1.2.2.300, how should FDM and ERPI components be upgraded to FDMEE ? Any specific steps / approach that need to be followed ?
     [b] Are there any known issues / challenges involved in upgrading from disparate FDM & ERPI to FDMEE ?
     [c] How would ERPI artifacts (of 11.1.2.2.300) function in FDMEE - Are there any specific migration or any manual set-up required post-upgrade (to 11.1.2.3) to have ERPI artifacts (like source system, period mapping, location, import formats, data load mapping etc)      functioning in FDMEE ?
     [d] Similarly how would FDM artifacts (from 11.1.2.2.300) function in FDMEE ? Are there any specific migration or manual set-up required post-upgrade (to 11.1.2.3) to have FDM artifacts (like mapping, validation rules etc) functioning in FDMEE ?
[2] Since only ODI 11.1.1.7 is compatible with 11.1.2.3 (from Compatability matrix), how do we upgrade ODI from 11.1.1.6 to 11.1.1.7 ? Are there any patch available to upgrade or should we uninstall ODI 11.1.1.6 and install ODI 11.1.1.7 ?
Any insightful response will be helpful for us as it would help us to gain clarity/confidence and comfort in upgrading to 11.1.2.3.
Regards,
Sathish

hello Sathish
As you are upgrading from 11.1.2.2.300 to EPM 11.1.2.3 (within the existing environment [in-place upgrade]) , it's called Applying maintenance release EPM 11.1.2.3 on EPM 11.1.2.2
[a] when you apply maintenance release , FDM 11.1.2.2 gets upgraded to FDM 11.1.2.3 ,
     and ERPi gets upgraded to FDMEE 11.1.2.3
[b] i have not faced any issue while upgrading FDM
[c] please check epm_install.pdf for EPM 11.1.2.3 for upgradation task for FDM and FDMEE (see page 257 / 258)
regards,
-DM

FDM-ERPI import error: ActiveX component can't create object..

Hi,
I am using FDM v 11.1.2.1.501 and ERPi v 11.1.2.2 (which is actually v 11.1.2.1.501 following the patch set update to .501, it displays as 11.1.2.2, a known display error). The ODI version for ERPI is 11.1.1.5. The dataload rule executes successfully in ERPI within workspace, but in FDM, I get the following error:
Description...................................... ActiveX component can't create object: 'fdmERPI.clsGetFinData' At Line: 22
Can someone let me know why this happens ?
Rgds,
George

The issue is resolved. When upgrading FDM and ERPI to 11.1.2.1.501, the source adapter to be used should not be ERPI-FIN -C which comes together with 11.1.2.1 mediapack, but the adapter must be ERPI-FIN-D which come with the FDM patch set 501. The issue got resolved once ERPI-FIN-C adapter was deleted and replaced by ERPI-FIN-D adapter.

Multiple users on the same ODI installation?

Hi all
is it possible to have multiple users working with the same odi installation? We have a virtualized IT infrastructure (citrix and wmware) where we can have multiple users on the same virtual instance. From our point of view, there is no licencing issue since we have a package covering literally everything.
One of the issues are the config files stored in the installation directory of odi (../bin). Is there a way to tell odi to store them in a different location, eg. the user home?
Thanks a lot
Benno

ODI looks in the current working directory for the configuration files, mostly you would have issues with the snps_login_work.xml and snps_login_security.xml files, but these may be common across all users. (just don't store the username/passwords for the ODI users in them).
The way ODI works, most of what are creating is stored in the repository anyway, it is only local GUI config stuff that may be stored locally.
Short answer, yes, you can, but might need to modify the config files a little to make it work.

How to extract data from ORCL GL in "full" and not "delta " with FDM ERPI?

Hi
I am using FDM ERPI 11.1.2.1 to extrct data from Oracle eBS 11.
I can see that FDM ERPI extracts data in "delta mode" using the GL_TRACK_BALANCES_DELTA (FDM adds a row in this table after the 1st load of the period").
Is it possible to force the "full mode" in order to reload all the data from Oracle GL for each FDM data load?
Because I don't know why, but I have each month rows which are not imported into FDM.
thanks in advance for your help
Fanny

Hi
I had see that I have to install the FDM 11.1.2.1.502 patch in order to see this option in my ERPI adapter options.
I have passed this patch.
So I have the ERPI-FIN-C1 adaptor.
I can see a new option (Time Out Value) but no "Load Data" or "Execution mode" option :-(
Any idea of where the problem come from?
Fanny

FDM ERPI mapping problem

Hi,
I am using FDM ERPI,in this I got strucked in mapping situation,
my question,
my source system is having two different segments, and target system is having one dimension with two functionalities(two segments) of source system segments.
ex:
source system ---Account and Currency(like 12345 and USD)
Target system --- Account+currency.(like 12345USD)
what option I have to select from mappings :single segment,cancatnate segment,detailed mapping or FDM mapping.
is it possible from ERPI ,
Can you please help on this situation.
Regards,
SV

Hi Tony,
Thanks for your response.
and as you suggested,I tried cancatenate, and also rule running successfully,
but all the members how to mapped inside?,
is it possible to see the members mapping on this concatenate mapping?
how can I know its correctly mapped on each and every member?,
once again my problem scenari:
EBS * Planning*
Account | Currency AccountCurrency
Ex:11111 | USD 11111 (local currency not mentioned,i.e only account)
11111GBP
11111EUR
This is my situation ,can u please give me the scenario.
Regards,
SV

Master repo,Work Repo and ODI installation

Hi,
I have following doubts for windows flatform.
I am integrating two application systems say A(source) & B(Target) thier data located in different oracle db servers.
1) ODI server installation will be on source server/target/any other machine?
2)Where should i create master & work repositories on source/target server?
3)If my target is remote host then where can i install and run agents?
4)While creating physical schemas we can select the work schema as different,is this work schema acts like staging area? while designing the interfaces should i select this work schema as staging area? what is benefit of having this work schema different than my soruce/target schema.?
5) I read that ODI will create temparory tables while executing ODI objects each time and these tables are junk data,should i drop all these temp tables in work schema,even after or before execution of the interface?
Please clarify,
Thanks.
MNK

Hi,
Find my answers as below,
1) ODI server installation will be on source server/target/any other machine? Its always recommend to install ODI in your TARGET server for good performance.
2)Where should i create master & work repositories on source/target server?In TARGET server and make sure u have dedicated schema for work and master repos.
3)If my target is remote host then where can i install and run agents?Again in TARGET host , u can only install ODI run time agent in seperate servers, have a look at ODI installation guide.
4)While creating physical schemas we can select the work schema as different,is this work schema acts like staging area? Yes ODI will make use of work schema to create temparory tables ($ tables) and which will act like a staging area.
while designing the interfaces should i select this work schema as staging area? No need to select any work schema as such while designing interface, only u need to select the respective LOGICAL schema which implicitly create the $ tables in the work schema u selected in PHYSICAL schema.
what is benefit of having this work schema different than my soruce/target schema.? You will not require to have a dedicated "staging area" to consolidate your data from multiple/single source.
5) I read that ODI will create temparory tables while executing ODI objects each time and these tables are junk data,should i drop all these temp tables in work schema,even after or before execution of the interface?No need. ODI will take care of DROPPING and CREATING $ tables on FLY.
For simple data integration, 2 tables will be created at runtime, C$ and I$ which in turn will be dropped after loading to TARGET table.
Makes sense?
P.S: Experts comments are welcome.
Thanks,
Guru

Clarifications on ODI installation (for FDM ERPi to drill through EBS)

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