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Data Relationship Management (Hyperion DRM)

Duration::20 sessions

Oracle Data Relationship Management (DRM) acts as a centralized hub where reporting
structures are maintained, analyzed, and validated before moving throughout the
enterprise.

It helps organizations to proactively manage changes in master data across operational


and analytical systems.
Business users can make any changes to their respective departments, without changing
the enterprise standards.

 DRM Concepts
 Connecting to Applications
 DRM Navigation
 Working with Nodes
 Comparing Hierarchies
 DRM Web Publishing Module
 Building DRM Applications
 Database Connections
 Viewing System Preferences
o Application Elements
o Versions and Hierarchies
o System Categories
o Working with Versions
o Properties / Categories
 Formulas
o Derived Properties
o Hierarchy Structure
 Node Types
o HierarchyNodeType
o Configuring Node Types
 Validations / Verifications
o CustPropQuery
 New Versions
 Blending Versions
 Hierarchy / Top Node Properties
 Automator
 Exporting Master Data
o Exporting to Flat Files
o Exporting to Database Tables
 Managing Security
 Auditing Master Data
 Transaction History
1. About Data Relationship Management
2. Task Group Descriptions
• Key User Experience Differences
• Logon
• Browse
• Query
• Compare
• Script
• Import
• Blend
• Export
• Audit
• Administer
• 3.Managing Versions
• Data Relationship Management Version Life Cycle
• Version Type and Status
• Creating Versions
• Copying Versions
• Saving Versions
• Contents iii
• Creating As-Of Versions
• Editing Version Properties
• Assigning Validations to Versions
• Unloading and Deleting Versions
4. Managing Hierarchies
• Creating Hierarchies
• Editing Hierarchy PropertiesDatabases
• Enabling and Disabling Node Types
• Opening Hierarchies
• Creating Hierarchy Groups
• Assigning Hierarchies to Hierarchy Groups
• Assigning Controlled Properties
• Assigning Controlled Node Access Groups
• Assigning Validations
• Deleting Hierarchies
5. Working with Nodes
• About Nodes
• Adding and Inserting Nodes
• ID Function
• Modeling a Node
• Moving and Ordering Nodes
• Relaxed Move Option
• Sorting Nodes
• Node Deletion Methods
• Merging Nodes
• Deleting Nodes
• Removing Nodes
• Annulling Nodes
• Inactivating Nodes
• Reactivating Nodes
• Assigning Validations
• Orphan Nodes
• Viewing Orphan Nodes
• Deleting Orphan Nodes
• Navigating in Tree View
• Finding Nodes
• Node Security
• Using Shared Nodes
• iv Contents
• Shared Node Properties
• Enabling Shared Nodes
• Adding and Inserting Shared Nodes
• Removing and Deleting Shared Nodes
• Renaming Shared Nodes
• Converting a Shared Node to a Primary Node
• Displaying Shared Nodes
6. Managing Properties
• Property Categories
• System Properties
• Stats Properties
• Property Value Scope and Origin
• Property Status
• Editing Property Values
7. Validating Data
• Validating Versions
• Validating Hierarchies
• Validating Nodes
• Navigating Validation Results
• Navigating Version and Hierarchy Results in List View
• Navigating Node Results in List View
• Navigating Node Results in Tree View
• Downloading Node Results
• Clearing Validation Results
8. Using Queries
• Query Types
• Creating Queries
• Navigating Query Results
• Navigating in List View
• Navigating in Tree View
• Downloading Query Results
• Managing Queries
• Opening Queries
• Copying Queries
• Deleting Queries
9. Comparing Hierarchies
• Compare Types
• Contents v
• Visual Compare
• Structure Compare
• Property Compare
• Rename Compare
• Creating Compares
• Navigating Compare Results
• Navigating in List View
• Navigating in Tree View
• Downloading Compare Results
• Managing Compares
• Opening Compares
• Copying Compares
• Deleting Compares
10. Working with Action Scripts
• Loading Action Scripts From Flat Files
• Downloading Action Script Results
• Required Action Script Parameters
• Loading Action Scripts From a Transaction Log
• Loading Action Scripts From a Node Model

11. Working with Imports


• Import Sections
• Creating Imports
• Running, Copying, and Deleting Imports

12. Working with Exports


• Creating Exports
• Creating Hierarchy Exports
• Creating Hierarchy XML Exports
• Creating Generation Exports
• Creating Compare Exports
• Creating Difference Exports
• Creating Version Exports
• Creating Property List Exports
• Creating Property Lookup Exports
• Creating Transaction Log Exports
• Creating Merge Log Exports
• Creating Export Books
• Running, Copying, and Deleting Exports and Export Books
13. Working with Change Requests
14. Auditing Transaction and Request History
• Auditing Transaction History
• Data Actions in Transaction History
• Administrative Actions in Transaction History
• Auditing Requests
15. Using the Data Relationship Management Batch Client
• Securing the Batch Client
• Setting up Batch Client Credentials
• Running the Batch Client
• Dependencies
• Saving Versions in the Batch Client
• Command Line Syntax
• Configuration File Syntax
• Outputs and Result Codes