Oracle Hyperion DRM Basics | Navigation

In this blog, I’d just like to go through some very basic instructions on how to navigate DRM (v11.1.2) and how to add versions, hierarchies and nodes.

The first step is as always the log on screen.

Select an application and then enter your user name and password. Once you log in, you will see your home page.

On this home page, you can see in the top left corner the typical menus: Preferences, Help and Log out. “Preferences” will allow you to change your password and “Help” directs you to the Oracle DRM guides.

Just below these menus, you can see the name of the application you are logged in to and your user name. I have logged in as the system administrator user ADMIN. This is not recommended in any environment, as it impacts the audit log as we will discuss in a later blog.  In this example, I am working on in our test environment on a virtual machine so I know I am the only user.

On the left of the screen, you can see the home menu composed by the following links:

  • Browse –browse the existing versions and hierarchies;
  • Query – find nodes according to values of their properties;
  • Compare – understand the changes between versions. This can be useful to compare an old snapshot of your master data to your current master data.
  • Script – execute scripts which are lists of simple DRM actions in a specific version;
  • Import – create, modify or delete imports;
  • Blend – create, modify or delete blenders;
  • Export – create, modify or delete exports;
  • Audit – this page gives you access to the transaction log. All actions in DRM are logged with the user who executed the action, the date, the nature of the action, the value before and the value after; and
  • Administer – this page will list all the options required for the administration and development in DRM.

Note that in this example, I logged in with a user that has the full administrator privileges. If your user account is not a full administrator,  you may not see all the menus depending on what permissions your administrator had granted you as a user.

Next week we will start looking at how to create versions, hierarchies and nodes. As always if you have any questions please do contact us.

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