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In the first tab, enter the connectivity details to the HFM database:
- DB Type: We support 2 Database Types: SQL Server and Oracle.
SQL Server: - SQL Server: 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.Consult your HFM System Administator to get these specs.
- Database: The name of the HFM database (usually something like FM, HFM, HYPPROD, ...)
- Application: The name of the HFM application from which we want to extract.
- Authentication:
- Check the box if you want to access the HFM database by Windows Authetication: Note that not only the user of the Design Studio ('you') should be authenticated, but also the Windows account that is used as a Service account for the CXO-Cockpit services. Data extractions are carried out by our Agent Service:
The Windows account(s) must have read-rights on the HFM database. - If you want to use a SQL Server account: enter a username / password. Also this account can be a read-only user.
Oracle:
For an Oracle connection a TSN configuration is required on the CXO Cockpit application server:
Consult your Oracle DBA for more details. - Check the box if you want to access the HFM database by Windows Authetication: Note that not only the user of the Design Studio ('you') should be authenticated, but also the Windows account that is used as a Service account for the CXO-Cockpit services. Data extractions are carried out by our Agent Service:
ICP Specifications
In this dialog you can also set two parameters related to HFM Intercompany (ICP) transactions:
- Extract ICP Details: check this box if you want to report on ICP transactions. Note that this may result in a lot more data records and will slow down the extraction and transformation process.
- Aggregate ICP Entities: this is a reflection of a setting within HFM named ICPEntitiesAggregationWeight. Checking the box is equivalent to an weight of 1.0 (this is most widely used). Un-checking means 0.0.
Retrieve HFM Meta-data
In order to setup the extraction (creating Load Sets and Subsets) we first need to retrieve a local copy the HFM Meta-data, mostly the HFM Dimensions.
This can be done by pressing the button 'Get Metadata' and then wait (few seconds to couple of minutes) until the following dialog appears:
Note that copying the metadata has to be done each time the dimensionality of HFM has changed (added / removed / moved members of a dimension)