FDMEE: Administrator (3 days)


Financial and Technical System Administrators​

Learning Objectives

Learn the various approaches for loading source data into analytical applications using FDMEE. As a system administrator you'll need to understand how to integrate FDMEE with numerous source and target systems.  You’ll need to define mapping tables and import formats, define validation reports and work with locations and load rules to load data. Students will also learn to define user and object security.

Course Description

Explore the look, feel and functionality of FDMEE. Find out how to load data to HFM, Planning and Essbase and discover how to synchronise data seamlessly across these products. You’ll be taught how to create and maintain mapping tables and mapping scripts and build import formats to define ledger output files. You will work with Life Cycle Management and see how to back up or migrate your application. You will gain an understanding of the Excel Interface and  explore the underlying FDMEE relational database. This course also includes a brief introduction to the Jython scripting language used by FDMEE, although a more detailed scripting course is also available.

Course Information

Audience: Financial and technical system administrators

Duration: 3 days

Pre-requisites: None

Delivery method: 

Advanced preparation: None

Recommended CPE credits: 21 credits 

Day Summary

Day 1: FDMEE process overview, sources & targets, category & period mapping, import formats, locations & load rules, mapping tables, importing & validating source files, functions & expressions, multi-period loads


Day 2: Check rule groups, simple & complex logic accounts, journals, batches, report definitions, security, lifecycle management, creating import scripts using Jython, what’s new in


Day 3: Data synchronisation, using the Excel interface, protection settings for HFM, mapping scripts, metadata and writeback overview, configuring ODI, understanding the FDMEE database, FDM to FDMEE migration notes, case study.

Detailed Agenda


  • Process overview


Initial Setup

  • Edit system settings

  • Creating source & targets

  • Integration settings

  • Global application & source mapping


Category & Period Mapping


Import Formats

  • Creating import formats

  • Adding functions and expressions

  • Locations & load rules

  • Creating locations

  • Creating load rules

  • Point of View


Mapping Tables

  • Excel templates

  • Map loader

  • Importing mappings


Loading Test Data


Multi-Period Loads


Check Rules

  • Check rule groups

  • Check entity groups


Logic Accounts

  • Creating simple logic accounts

  • Creating complex logic accounts



  • Journal templates

  • Intersections


Trial Balances

  • Loading trial balance databatches

  • Creating batches

  • Executing batches


FDMEE Reports

  • Report definition



  • Shared services Setup

  • Security roles

  • Location access


Excel Interface

  • Download & upload

  • Working with tables

  • Understanding relational tables


Lifecycle Management


What’s New in


Data Synchronization

  • HFM to HFM

  • HFM to Essbase

  • Planning to HFM



  • Metadata

  • Write back



Application Options

  • Source & target

  • Protection settngs for HFM

  • Essbase settings

  • Planning settings



  • Jython overview

  • Methods

  • Creating import scripts

  • Mapping scripts


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

Color logo - no background.png

Also available as


self-paced training via our Keyteach partnership.

Click here for details.

Color logo - no background.png