DRM: Restricted Use Administrator (2 days)

Audience

EPM System Administrators

Learning Objectives

This two day course provides a solid and comprehensive foundation for system administrators and developers of Oracle’s Data Relationship Management (DRM) for exclusive use with EPM applications.

Course Description

Oracle’s ‘Restricted Use’ DRM enables organisations to synchronize master data between Oracle EPM on premise applications. This course is appropriate for Administrators looking to replace EPMA for use with either Hyperion Financial Management or Hyperion Planning in release 11.2+. Students will learn how to administer Oracle DRM to manage master data across different EPM applications.

This two day course provides a thorough grounding in the architecture and functionality of the DRM software. Discover the potential of this powerful solution and learn how to maintain metadata across EPM applications in an efficient and streamlined way.

You’ll gain an understanding of the DRM hierarchies used to manage metadata and learn about how DRM versions can be used for comparative purposes over time. Explore the various data types and property types within DRM.

Learn how to maintain and manage DRM definitions and properties and discover how property values can be derived using formulas and variables. We'll also compare the differences between standard DRM scripting and JavaScript (that provides more flexibility and better performance in terms of the validations that enforce business logic) to enhance your control of EPM master data.

Course Information

Audience: Technical system administrators.

Duration: 2 days

Pre-requisites: None.

Delivery method: ​

Advanced preparation: None

Recommended CPE credits: 14 credits

Day Summary

Day 1: DRM concepts and navigation, version, hierarchy and property creation, migration from EPMA, formulas, exporting application, elements, node types, sort orders, validations.

 

Day 2: JavaScript for property definitions, importing and blending hierarchies, action scripts, exporting to flat files, comparing application elements.

Detailed Agenda

Overview

• DRM navigation
• Searching for nodes
• Comparing hierarchies

• Working with versions

• System preferences
• Migrating from EPMA

 

Application Building

• Creating versions
• Creating hierarchies
• Hierarchy groups
• Properties
• Inheritance
• Property categories
• Data types and property types

• Custom sort orders

 

Deriving Property Values

• Formulas
• Version variables
• Hierarchy structures in formulas 

• Testing derived property values

 

Node Types

• The HierarchyNodeType property
• Creating and configuring node types

• Glyphs

 

Validations

• Real time vs. batch validation
• Creating and assigning validations

• Running validations
• Using the CustPropQuery

 

Validation Class
• Derived properties using Javascript

The Migration Utility

• Exporting DRM properties
• Importing DRM properties
• Comparing exported XML Files

 

Importing / Exporting Master Data

• Importing master data to a new Version

• Blending versions
• Using scripts to add nodes
• Updating master data using scripts

• Exporting to a flat file

 

The Batch Client

• Automating tasks
• Automating imports and blends

 

Managing Mappings

• Managing mappings within DRM 

• Restricting node choices

 

Security

• Managing security
• Creating users and node access groups
• Assigning nodes to node access groups
• Testing security

 

Auditing the Application

• Transaction history 

• Using as-of versions

Register

This course is offered through our strategic partnership with Keyteach, using state-of-the-art technology and a live environment for hands-on labs. Contact us to schedule a private class, or view the public class schedule.​

123EPM

Address: 4228 3rd St Ln NW, Hickory, NC 28601

Tel. 828-308-8454

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