Oracle DRM Blog

In our quest to build a financial hierarchy, in the last blog entry, we taught you how to prepare a Parent-Child hierarchy and then using the Parent-Child Import Automator tool, we created the necessary DRM Automator script without even trying. This literally saves days of work. Imagine if you’re trying to develop 10 hierarchies (with 1,000 members each)  in DRM as an example, you could literally accomplish all of it with the aid of this tool (end-to-end)  in less than an hour (or two). If not, each hierarchy could take you a day to do. That’s a big difference.

Anyway, let’s move on and load the Automator script we created into Oracle Hyperion Data Relationship Management.

1. Open the Oracle DRM Client. Right click and select New | Version. We need to start with creating a new version. A version is a collection of hierarchies. By creating a version, you can add multiple hierarchies and start managing them.

2. Let’s enter the same version name as when we used the Parent-Child Import Automator (e.g. FY08-AUG).

3. Next select File | Automator. Click the “Options…” button and change the delimiter to Other and type the pipe character ‘|‘. Click OK to confirm. Next, select the Automator file that we saved earlier and click the Load button.

4. Once the Automator file is loaded into memory you will be notified.

5. If you have loaded the file properly you will see the Automator elements populated into columns. Otherwise, you’ll get an error. In that case, go back and click the “Options…” button and fix the delimiter, or select the right file.

6. Next click the “Process” button at the bottom. DRM will start processing the Automator script one lineat a time until it’s done. When finished you’ll be prompted. However, remember to scroll across to the 7th column to take note of the Status and ensure that you get Success on all the rows.

7. Once you’re done and you’re gettig Success on all the rows, you can close the dialog box and then click Edit | Refresh All. Now, you can double click on the newly created hierarchy and you’ll notice all the nodes have been created.

Well that’s it. You have created the hierarchy using Automator. You can repeat this process to create multiple hierarchies in DRM. It’s that easy.

In our next blog, we’ll explore how to load all the relevant properties using the same file. In other words, a simple text file can create both the hierarchy and populate all the relevant node attributes using the Automator tool.

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See you next time.