6 Replies Latest reply on Jun 13, 2013 2:06 PM by 896901

Load Metadata from EBS to HFM/Planning using ERPI

896901 Jun 12, 2013 12:27 AM

Hi All,

I have a confusion about metadata load process from EBS to HFM/Planning using ERPI. These 2 applications are designed in EPMA. As per the ERPI Admin guide:

EPMA—Loads metadata into the Performance Management Architect interface tables

and then utilizes an automatically generated import profile to load the metadata into

Performance Management Architect. The import profile pulls from the interface tables

for dimensions and the Data Synchronizer pushes the data.

This doesnt talk about shared library. My question is which of the following 2 metadata flows is correct:

a. EBS----------------------->Interface Tables------------------------->HFM or Planning target.

b. EBS----------------------->Interface Tables------------------------->Shared Library------------------------->HFM or Planning target.

If b is true why do we even need to specify 2 different targets???.

Thanks Everyone.

1. Re: Load Metadata from EBS to HFM/Planning using ERPI

JeffJon Jun 12, 2013 6:26 PM (in response to 896901)

It pulls from the EBS Source System tables and writes to the interface tables using the import profile.

You would need a metadata rule for each Target Application you are going to be loading to.
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2. Re: Load Metadata from EBS to HFM/Planning using ERPI

HypMA Jun 12, 2013 9:38 PM (in response to 896901)

Option B is correct.
You need to mention two different targets because there might be some dimensions in Planning which are not there in HFM. Can you explain a bit more about how you want your metadata to be updated in EPMA?
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3. Re: Load Metadata from EBS to HFM/Planning using ERPI

896901 Jun 12, 2013 10:16 PM (in response to HypMA)

Thanks for the feedback. Appreciate it.

Yes you are correct. Dimensions are different in HFM and Planning. I understand why we need different targets but my concern now is since Option B is correct and lets say I am extracting Net Income (Under Account Dimension) rollup from EBS into Shared Library. Will it automatically update Net Income in HFM and Planning both? (Note:-Net Income Rollup exists in both HFM and Planning) or I will have to manually drag and drop Net Income from shared library to HFM and Planning application?.

In other words does it update the Shared Library and applications at the same time?

Thanks again.
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4. Re: Load Metadata from EBS to HFM/Planning using ERPI

896901 Jun 12, 2013 10:42 PM (in response to JeffJon)

Thanks for the feedback. Appreciate it.

Yes you are correct. Dimensions are different in HFM and Planning. I understand why we need different targets but my concern now is since Option B is correct and lets say I am extracting Net Income (Under Account Dimension) rollup from EBS into Shared Library. Will it automatically update Net Income in HFM and Planning both? (Note:-Net Income Rollup exists in both HFM and Planning) or I will have to manually drag and drop Net Income from shared library to HFM and Planning application?.

In other words does it update the Shared Library and applications at the same time?

Thanks again.
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5. Re: Load Metadata from EBS to HFM/Planning using ERPI

HypMA Jun 13, 2013 12:18 AM (in response to 896901)

If your Account dimension is shared in both the applications, the new account will get added in both. You don't need to manually add it both the applications.
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6. Re: Load Metadata from EBS to HFM/Planning using ERPI

896901 Jun 13, 2013 2:06 PM (in response to HypMA)

Thanks for the feedback
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