Oracle DRM Blog

15 Sep, 2008

Documenting All Your Properties and DRM Formulas in Seconds

Posted by: Daniel In: Business Intelligence| Oracle Data Relationship Management| Tips 'n' Tricks

One of the little known secret in the Oracle DRM 9.3.2 and after, as I have outlined in one of the previous post, is the migration utility. Sure you can understand from the name what this utility does, but today I am going to cover something it’s also good for – documenting what you did inside of DRM, especially with those several hundred properties that you’ve created.

After you bought Oracle Hyperion DRM, and used it to consolidate several of your silo hierarchies from a number of systems, you’re likely to have the need to start documenting them. One reason is for ease of administration. If you’re like me, created a lot of Properties inside of DRM for the purpose of storing information, and generating the necessary output, then these are good candidates for documentation for now and the future.

One of the biggest pet peeve I have before version 9.3.2, is that if I have these masses of Properties, I’d have no choice but to do cut and paste from the DRM Client into an Excel spreadsheet or Word. Besides the pain of going back and forth doing copy-n-paste with this method, you’re also likely to make mistakes. Of course, the biggest factor is that it’ll take alot of hours.

With the Oracle DRM Migration Utility, you can cut that time down to minutes. Let us begin and show you how it’s done.

1. Go to your Oracle DRM Migration Utility tool (http://localhost/mdm_migration). Select the Extract option. Enter the login information in the next screen.

Oracle DRM Migration Utility

2. In the next scree, select the Property Definitions. Click the Next button. Click Run Extract.

Oracle DRM Migration Utility

3.  Once it’s generated, select the download option and the Property Definitions will be saved as an XML file.

Oracle DRM Migration Utility

4. You can test this file using Internet Explorer by opening this file from inside your hard drive. You should see a bunch of XML tags with information inside like the screen below. Obviously this is not the best way to view the information. And so we’re going to open Excel and bring these data into it.

Oracle DRM Migration Utility

5.  In Excel 2003 or later, you can open a XML file very easily. It’d be just like opening any other files. Now, in the second dialog, be sure to open the file “As an XML List“.

Oracle DRM Migration Utility

6. Click OK to the next dialog.

Oracle DRM Migration Utility

7.And there you have it, automatic generation of your property definitions. It’ll save you hours of work, and you won’t miss a space or a comma (or more than that), in your documentation. What’s more you can use this to enrich the information to provide greater value of how these properties can be used in your Master Data Management.

Oracle DRM Migration Utility

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4 Responses to "Documenting All Your Properties and DRM Formulas in Seconds"

1 | russ

November 5th, 2008 at 2:54 pm

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In 11.1.1 the Migration Utility has been enhanced and can now automatically generate HTML reports from the extracted metadata. The format is suitable for printout with ample space to write in your own notes if you so desire.

In addition, I made the XSLT engine that generates these reports extensible – by dropping a new XSLT file into the XSLT\Reports folder you will automatically get a new report drop-down item next to “Basic Report”. In this way you can produce any output you like.

2 | Daniel

November 6th, 2008 at 1:53 pm

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Russ, very interesting. Thanks for contributing to this blog again. If you have a bit of time writing a few more paragraphs, sending it to me, we could help the community by posting it as a separate blog entry (and all credits go to you of course). I think the migration utility along with many hidden ability of DRM is not known to people at large. The space of Master Data Management and Data Governance is still fairly new to people. Back in the days companies don’t have enough data to report on. Today they have too many systems and sources of data. DRM is a great product for that. Let me know.

3 | Jason

February 18th, 2009 at 10:40 am

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You’re a champ! This is very helpful for me. And thanks for your great breath of knowledge on DRM. This is the only site out there on the entire internet.

4 | New Features on Oracle® Hyperion Data Relationship Management, Fusion Edition 11.1.1 - Daniel Poon’s MDM Blog

July 9th, 2009 at 1:16 pm

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[...] notation to be included in the report to capture the intended purpose and usage of the file. In my previous blog, I have opted to use the XML export in conjunction with Excel to document DRM members and [...]

Comment Form


  • Daniel: Ravi, yes there're a couple of properties needed for Essbase. If you are using v11 DRM, you should have the templates available already. Just check it
  • Daniel: Hi Tonia, use 9.3.1 add-in and it'll work fine unless you absolutely need version 11 features. In that case, we maybe able to help offline. Regards,
  • Daniel: There isn't any documentation as such from version 8. The DRM database structure is very different, you will have to rebuild it. Shouldn't be too hard

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