Automated Integrations

1
Automated Integrations

• An End-to-End Solution
• August 15, 2008

2
Agenda

• Agenda
• Introductions
• Overview of Hyperion Applications at Global Hyatt
• Overview of Data Integrations
• Business Requirements for Data Integrations
• Features and Functions
• Technical Outlines of Implementation
• Questions Answers

3
Introductions

• Financial Systems Support Team Members
• James Chu The Glue
• Akshay Nagoree The Integrator
• Karen Lin The Instigator

4
Overview of Hyperion Applications at Global Hyatt

• System 9 Products Used in Integrations
• Hyperion Essbase
• Hyperion Financial Planning
• Hyperion Financial Management
• Hyperion Financial Data Quality Management

5
Overview of Data Integrations
6
Business Requirements for Data Integrations

• Business Requirements
• End-to-End Solution
• User controlled process and access
• Data mapping management
• Auditable process

7
Business Requirements for Data Integrations

• Before

After
8

• Features and Functions

9
Features and Functions

• Web-based user interface
• MSAD authentication and access control
• User controlled meta data and mapping table
  upgrade
• User controlled process with minimal user
  interaction
• Administration control of data period, scenario
  and version, etc.
• End to end process with centralized error
  handling and log info
• Concurrent request handling with conflict
  resolution
• Job Scheduling
• Email notification
• Auditable information retention

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Features and Functions
11
Features and Functions
12
Features and Functions
13
Features and Functions
14
Features and Functions
15
Features and Functions
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Features and Functions
17
Features and Functions
18
Features and Functions
19

• Technical Outlines of Implementation

20
Technical Outlines of Implementation

• User Interface
• ASP.Net
• Process Control
• Perl script
• Data Extraction
• HFM API, Essbase report script
• Data Translation
• FDM, Perl
• Data Loading
• FDM, Essbase load script

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Technical Outlines of Implementation

• User Interface (ASP.Net)
• System.DirectoryService MSAD authentication
• Database tables
• access control
• process control
• request information retention

22
Technical Outlines of Implementation

• Process Control (Perl script)
• A process to control over-all end to end
  process
• A service to check the completion of the FDM
  processes
• A service to start scheduled processes and
  processes under On hold mode with conflict
  detection
• Error handling and centralization
• Email notification

23
Technical Outlines of Implementation

• Data Extraction (HFM API)
• Connect to application
• HsxClient.SetLogonInfo
• HsxClient.OpenApplication
• Get entity list
• - For specifically defined entity list
• IhsvTreeInfo.EnumMemberLists - to get
  all predefined member lists
• IhsvTreeInfo.EnumMembers2 - to
  get all members for a specific list
• -         - For all entities
• IhsvTreeInfo.EnumBaseMemberIDs - to get
  all base members under segment
• Get periodic actual data
• HsvCalculate.ChartLogic2 - to trigger
  customized calculation script to calculate and
  copy data to PeriodicActual
  scenario

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Technical Outlines of Implementation

• Data Extraction (HFM API)
• Get other meta data
• IhsvTreeInfo.EnumBaseMemberIDs - to get the
  base members for other dimensions, such
  as account
• Set IhsvLoadExtractOption
  HsvcDataLoad. ExtractOptions.Item(HSV_DATAEX
  TRACT_OPT_ACCOUNT_SUBSET)
• IhsvLoadExtractOption.CurrentValue gt account
  list
• Data extraction
• HsvcDataLoad.Extract

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Technical Outlines of Implementation

• Data Extraction (Essbase report script)
• ltSPARSE
• SUPCOLHEADING
• NOINDENTGEN
• SUPCOMMAS
• SUPBRACKETS
• SUPPAGEHEADING
• DECIMAL VARIABLE
• ltSUPSHARE
• ltPAGE (HSP_Rates,FixVar,Versions,Currencies)
• HSP_InputValue
• Results
• ltVERSION/gt
• Local
• ltRow (Years,Scenarios,Entities,
  DEPARTMENT,ACCOUNTS,"Time Periods")
• TABDELIMIT

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Technical Outlines of Implementation

• Data Translation (Perl)
• For a simple data translation
• Data Translation (FDM)
• Data Mappings

27
Technical Outlines of Implementation

• Data Loading (Essbase load script)
• Call an Essbase load script from Perl script
• Data Loading (FDM)
• Export and Sort data file to optimize data
  load.
• Clear Data from Essbase
• Load data using Essbase Load Rule
• Consolidate Data in Essbase.

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Questions Answers

• ?