TRAINING

Enroll Now

Oracle Data Relationship Management (DRM)

The Oracle Data Relationship Management (DRM) course takes users through building a DRM application. We begin with an overview of DRM and the overall process and tasks required to successfully implement it. We then go through creating an application, step by step. Users will start by defining an application, adding and blending versions, and creating hierarchies and nodes. Users create and organize properties, set up node types, and then load master data. To complete the process, users set up security, create business rules for validations and verifications, use the Migration utility to archive the application, and push extracts to a file or relational table for synchronizing hierarchies with other applications.

Course Contents:

Product Orientation

• Oracle's Enterprise Performance Management System
• About Data Relationship Management
• Data Relationship Management Architecture
• Implementation Process for Data Relationship Management Applications
• Audiences for Data Relationship Management

Creating Applications

• Starting Data Relationship Management Console
• Configuring New Applications
• Connecting to Applications with Web Client
• Navigating Web Client

Working with Versions, Hierarchies, and Nodes

• Working with Versions
• Working with Hierarchies
• Working with Nodes
• Viewing and Editing Properties
• Implementation Considerations

Defining Properties

• About Custom Properties
• Configuring Defined Properties
• Configuring List Values
• Configuring Lookup Values
• Configuring Inheriting Properties
• Assigning Controlling Hierarchies to Global Inheriting Properties
• Creating Property Categories
• Loading Metadata with the Migration Utility

Importing Data into Applications

• About Importing Data
• About Import Files
• Opening, Copying, and Deleting Imports
• Creating Imports
• Running Imports

Querying and Comparing Data

• Searching for Nodes
• Viewing Orphan Nodes
• Creating Queries
• Creating Compares
• Working with Query and Compare Results

Updating Data with Action Scripts

• About Action Scripts
• Creating Flat Files for Action Scripts
• Loading Action Scripts from Flat Files
• Running Action Scripts and Reviewing Results
• Downloading Action Script Results
• Modeling Nodes by Using Action Scripts

Blending Versions

• About Blending Versions
• Opening, Copying, and Deleting Blenders
• Creating Blenders
• Running Blenders

Creating Formulas for Derived Properties

• About Formulas for Derived Properties
• Formula Syntax
• Creating Derived Properties
• Testing Formulas

Validating Data

• About Validations
• Creating Validations
• Assigning Validations to Versions, Hierarchies, and Nodes
• Running Batch Validations
• Working with Batch Validation Results
• Editing and Deleting Validations

Setting Up Node Types

• About Node Types
• Process for Setting Up Node Types
• Creating, Editing, and Deleting Glyphs
• Creating, Editing, and Deleting Node Types
• Assigning Node Types to Node
• Configuring Hierarchy Node Type Property Values
• Troubleshooting Node Type Assignments

Exporting Data

• About Exporting Data
• About Export Types
• Opening, Copying, and Deleting Exports
• Creating Exports
• Running Exports
• Creating and Running Export Books

Managing Security

• Security Levels
• Creating and Managing Users
• Assigning Access to Nodes
• Assigning Access to Property Categories
• Setting System Preferences for Security
• Granting Anonymous Access

Auditing Data

• About Auditing Data
• Querying and Viewing Transaction History
• Querying and Viewing Request History
• Analyzing Data Changes
• Archiving Metadata Changes