Before the discontinuation of Smart Space, The Goal Getters was one of the first companies to start developing desktop widgets for Hyperion Financial Management.   Our first attempts were to clone some of the administrative features of HFM that are performed through the web interface, and to provide the same functionality as a desktop gadget.  Some of the gadgets we built extended some of this functionality, and added some of the features Smart Space was offering (chat, messaging, notifications).

Consolidation Audit Gadget

This Gadget shows a real-time stream of the most recent consolidations. The consolidation dashboard also shows a graph of the most recent consolidation times. Going over to the consolidation audit tab gives you a table that lets you analyze consolidation times by Date, Entity, and other variables.

Financial Management Consolidation Audit Gadget

Financial Management System Users Gadget

This Gadget shows a real-time stream of the most recent consolidations.

Financial Management Journal Gadget

Financial Management System Messages Gadget

Financial Management Running Tasks Gadget

Financial Management Task Audit Gadget

Financial Management Metadata Viewer Gadget

Financial Management Alerts Gadget

Gadgets were prototyped and developed by John-Paul Gallo

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.

The Goal Getters is a software and accounting consulting firm that specializes in Oracle / Hyperion Business Intelligence software implementations, software development, support, and hosting. We are a small dynamic organization that includes a variety of talent including CA’s, MBA’s, and Engineers. For more information on the software we specialize in please visit our Solutions section of our website.

The purpose of our Blog is to provide a variety of information related to the Industry as well as specific technical entries regarding the software we specialize in. From time to time we will also post some highly technical examples of the code behind some of our software we build to help our clients.

The Industry we operate in has a tendency to keep it’s information behind closed doors. The Goal Getters aims to open the flow of information in the Business Intelligence (BI) and Enterprise Performance Management (EPM) consulting and software industry. Our Blog is a small first step in developing a more open community.