In last week’s first post on importing into Oracle Hyperion DRM (Data Relationship Management) we looked at how to build a file to import master data into Oracle Hyperion DRM. Now we will create the import in DRM. Browse to Oracle Hyperion DRM, then go to imports and click on “New Import”.
The first step when users configure Oracle Hyperion DRM to import requires selecting the file to be imported, specifying the character encoding, the field delimiter and the sections present in the file. You can also customize the headers for each section.
The second step when customising Oracle Hyperion DRM for imports is deciding what style to use for the import.
In this step you can configure the import so that it populates sort relations, leaf or limb as well as customising how it handles duplicate nodes. I will spare you too much details for this post. You can always play around with these options to understand how they impact the result of your import. So for our example, we will elect to leave everything to default and go to the next step.
Next you must select the columns for each section. In this example, I have a hierarchy section and a relation section so I must configure the columns for these two sections. First select the hierarchy section.
In this file I have three fields, the hierarchy name, the top node and the hierarchy description. So I select these columns by placing them in the box on the right. (Columns noted with a star are required in any hierarchy sections). The second section is the relation section. In my file, I had three columns: parents, child and description. So I select these columns as shown here:
Please note you need to be careful with the order of the columns, they need to be selected in the same order as they appear in the flat file.
The fourth configuration step is the filters. Filters will allow you to define the behaviour for properties. It allows you to configure the import to skip blank values and skip default values if that is required. For this example, I am going to leave all the filters to the default values.
The final step is to define the target. As I have no version section, I must define the target version name and description. In this step you can also define the “Max Errors” number. This number defines how many errors can occur before the import is aborted. I’ll leave it to 20.
Now you have defined your import. You can save it using the usual save button. Execute it with the green arrow. Once you execute the import, Oracle Hyperion DRM will show a log for the import. The log will return an error message for each error, which allows you to correct your file or import.
Now you can navigate to “Browse” and see your new version with the imported hierarchies.
These last two posts on the basic requirements for Importing, intended to give you the basics on how to import into Oracle Hyperion DRM but there is much other functionality that it is worth exploring and utilising in your deployments of Oracle Hyperion DRM. If you would like to Seismi to look at anything specifically in future blog posts then please let us know.