Registering the Financial Management Adapter for FDM
Introduction
This tutorial will show you how to register and import the Hyperion Financial Management (HFM) Adapter for Financial Data Quality Manager (FDM). This is one of the first steps to complete after creating a new FDM Application to get you up and running.
Supported Versions
This tutorial has been performed on Hyperion Financial Management System 9 (v9.3.1)
Start by Opening FDM Workbench and Logging In
Open your FDM application to get started. At the bottom left of the Workbench, click on the Adapters tab to get the screen shown below. For new applications, there shouldn’t be anything listed under ‘Target System Adapters’
Register the Adapter
The registration portion of the HFM Adapter involves registering a DLL (click here to learn about DLL files) file into Windows registry. This step might have already been completed if other applications exist on the same computer. To register the DLL file if it hasn’t been registered already go to File > Register Adapter to find the DLL file (The DLL file can also be registered outside of the Workbench by using the windows command regsvr32.exe)
Locate DLL file for Adapter
The HFM Adapter has a filename that starts with upsFMxxxx.dll. For Hyperion Financial Management 9.3.1 the file should be named upsFM9xG4A.dll. The DLL file might not be in the default directory that’s open by the Workbench. To locate the DLL, ask your system administrator where they’ve stored it, or simply search the Hyperion installation directories for DLL files starting with upsFM.
Successful Registration
If the DLL register successfully you should see the following message (note that all the Workbench is doing is running regsvr32.exe).
Import Dimensions
At this point, you’ve only registered the DLL file into the Windows registry. Nothing should show up in your Target Adapters list just yet. To import the dimensions, and Adapter code select File > Import.
Locate XML Adapter file
There should be two XML files named FM9x-G4-A.xml and FM9i-G4-A.xml in the same directory as your DLL file that you registered earlier. To determine which XML file to load, there should be a readme file in the same directory explaining the differences between the two. In our case, we’re going to import the FM9x version.
Select What to Import
Select what you want to import in the following screen and go over the options in the Options tab.
Updated Adapter Dropdown
Your HFM Dimensions and Machine Profile should show up in your list now as shown below.
Tags: adapter, Add new tag, fdm, Financial Management, help, hfm, How To's, Hyperion, tutorial
