But it required a pretty specific plan and we had to stick to the plan even though we knew we wouldn’t be looking at the end product in 90 days.  In it’s basic form we had i. a plan with critical milestones and ii. what I’m calling “building blocks” (i.e., framing, plumbing, electrical etc).  We had to make sure that each of the building blocks was fully defined ahead of time (i.e., framed walls went here and not over there) and mapped out on the timeline to fit it in the 90 day window.  Since I was the one managing the workplan I actually ended up switching the tasks around and going against the traditional order followed in construction.

Now, use the same analogy but apply it to HFM.  You will have i. a 90 day plan with predefined milestones….that comes from us, and ii. your building blocks (i.e., COA, entity structure, client list, products, business rules etc)….that comes from you.  Once we have all the building blocks defined we can assemble your application in 90 days assuming you stick to the plan!  What I find the hardest part of implementing HFM is the definition of your building blocks.  Take the chart of accounts for example.  The number of iterations that the chart will go through during a development cycle will surprise you and also extend the development timeline as these refinements are made in an effort to get everything 100%

So, what if we gave you a chart of accounts as a starting point based on your industry?  What if we gave you this chart and then showed you a format that we needed it in to be considered a “building block”?  Now repeat this process for all the other components and there you have all the pieces for your new application.  Using the timeline we provide and manage to you have the ability to be up and running within 90 days!  Will your application include multiple reporting structures and complex items like Cash Flow on day one….probably not…..but you’ll be up and running! What’s even cooler is that Phase II won’t be that far behind with the additional reporting detail that you need to have your final product.

The onus will be on you to stay within the 90 timeline and complete construction on your house.  Or, you may decide to move a wall or two understanding the consequences to the timeline as a result.  At the end of the day it’s your decision….but you do have the option to move in after 90 days putting the final trim work on at a later point in time.

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.