Oracle Hyperion Financial Management (HFM) connector

With the Oracle® Hyperion® Financial Management connector, you can use commands in a chain to interact with Oracle Hyperion Financial Management (HFM) version 11.1.2.4.x or 11.2.x. For example, you can create a chain to extract data from Oracle HFM as a file to upload to a Wdata table. 

Prerequisites

To set up the connection, you'll need:

• A server with access to Oracle HFM and installations of:
  • Java Runtime Environment 8 or higher
  • A GroundRunner execution agent

  Note: Install the GroundRunner on an EPM server machine or a machine where the EPM foundation and HFM products are installed and configured.

• Paths to the Oracle Enterprise Performance (EPM) system instance and its HFM home directory
• The cluster name of the HFM server as it appears in the EPM Shared Services Registry
• An Oracle HFM integration user, used to authenticate with the Oracle HFM instance

  Note: The integration user must be a Native Directory user—not a Microsoft® Active Directory® (MSAD) user—with access to data required for Reporting and Extended Analytics.

For assistance when creating and building chains, we also recommend you identify:

• Your Workiva admins
• The Oracle HFM admins
• Your network and infrastructure engineering teams

Set up the connection to Oracle HFM

To set up the connection, an IT admin configures the server, and a workspace owner creates the connection to Oracle HFM.

Step 1. Configure the server

1. In Oracle HFM, create the integration user, and grant them access to Reporting and Extended Analytics.
2. On the server that can access Oracle HFM:
   • Install Java Runtime Environment 8 or higher.

     Note: When installing Java, you may be asked whether to install the Java Development Kit (JDK) or Java Runtime Environment (JRE). Only the JRE is required.

   • Download, install, and activate the GroundRunner execution agent.
   • Allow the host domains for Workiva.

Step 2. Set up the Oracle HFM connector

Note: To make the connector available for use in your organization's chains, an org security administrator first enables it from Configuration.

1. From Chain Builder, click Connections  compare_arrows, and then Create at the top right.
2. Under BizApp Connection, select Oracle Hyperion Financial Management and the GroundRunner installed on the server.
3. Under Basic Info, enter a unique name and description to help identify the connection.
4. Under Properties, enter the connection's details:

   Note: Consult your Oracle HFM admin for the correct values.

   Property	Details
   Username	Enter the Oracle HFM integration user's username.
   Password	Enter the Oracle HFM integration user's password.
   EPM home	Enter the path to the HFM home directory for the Oracle EPM system. By default, C:/Oracle/Middleware/EPMSystem11R1.
   EPM instance	Enter the path to the EPM system. By default, C:/Oracle/Middleware/user_projects/epmsystem1.
   HFM cluster	Enter the cluster name for the Oracle HFM server, as it appears in the EPM Shared Services registry.

   Note: All sensitive credentials are automatically encrypted and stored at Advanced Encryption Standard (AES)-256 encryption.

5. Select the workspace environments to use with the connector, and click Save.
6. To test the connection, create and run a chain with the Oracle HFM connector's Extract Members List command, and verify it returns a valid output.

Troubleshooting

Note: Workiva cannot provide troubleshooting support when the GroundRunner runs on a different server or network than the Oracle HFM instance. The GroundRunner and Oracle HFM must be installed on the same server.

Tip: Have ideas or questions around chains for Oracle HFM? Share them in the Workiva Community!