Detailed Course Outline
Product Orientation
- FDMEE Overview
- Key Benefits and Features of FDMEE
- FDMEE Integration Process
- Processing Data Overview
- Accessing and Navigating in FDMEE
Preparing FDMEE Integrations
- Set up the application root folder
- Define profiles
- Set up source systems
- Register target applications and define application options
- Register custom applications
Setting Up Import Formats for File Systems
- Create import formats
- Describe import format mappings
- Build file-based mappings
- Add import expressions
Completing the Integration Setup
- Add locations
- Set location details
- Define period mappings
- Define category mappings
- Set up the POV
Setting Up Data Load Mappings
- Describe mapping types
- Define member mappings
- Import and export member mappings
- Explain processing order
- Delete, restore, and share member mappings
Defining and Executing Data Load Rules
- Explain data load rules
- Define data load rules for file-based source systems
- Execute data load rules
- Check the status of data load rules
- View imported data
- Schedule data load rules
- Delete data load rules
Processing Data in Data Load Workbench
- Import source files
- Validate member mappings
- Manage data
- Load data to target applications
- Drill through to FDMEE from target applications
Setting Up Check Rules and Check Entities
- Create check rule groups and check rules
- Create check entity groups and check entities
- Assign check rule groups and check entity groups to locations
- Verify check rules
- Verify consolidations
Processing Batches
- Describe batch processing
- Create batch definitions
- Schedule batches
- Execute batches
- Set up and schedule open batches
- Execute batch scripts
Reporting in FDMEE
- Run reports
- Review and add query definitions
- View and add report definitions
Setting Up Security
- Describe FDMEE security
- Define role security
- Define batch and report security
- Set up location security
- Set up security in Shared Services
Defining Import Scripts
- Scripting in FDMEE Overview
- Jython Basics
- Accessing Script Editor
- Creating Import Scripts
- Assigning Import Scripts to Import Formats
- Applying Import Script Functions
- Using Temporary Variables in Import Scripts
Defining Mapping and Event Scripts
- Mapping Scripts Overview
- Jython and SQL Objects in Mapping Scripts
- Setting Up Mapping Scripts
- Event Scripts Overview
- Creating Event Scripts
- Changing Import Formats Dynamically
- Using the File System Object in Event Scripts
FDMEE Integration with Other Source Systems
- Describe the GL integration in FDMEE
- Register ERP source systems
- Create import formats
- Define mappings
- Define data load rules for source systems
- Load source data with the open interface adapter
Loading FDMEE Journals
- Create journal templates
- Add metadata tags
- Enable journal entry loads
- Check in and post journals
Creating Logic Accounts
- Describe logic accounts
- Create logic groups
- Create simple logic accounts
- Create complex logic accounts
- Assign logic groups to locations
Enabling Cell Text Loading
- Enable cell text loading
- Create cell documents
- Upload cell documents
- Create cell text
- Load cell documents and cell text to target application
- Verify cell documents and cell text on target application
Performing Migrations with Lifecycle Management
- Describe Lifecycle Management
- Identify the artifacts that you can migrate for FDMEE
- View and search for artifacts
- Explain the application and artifact migration process
- Select the appropriate migration scenario for your environment
- Access and view migration status reports
- Enable and view audit reports
Processing Planning Data in Data Load Workbench
- Register a Planning target application, define application options, settings, import formats, locations, etc.
- Migrate Planning FDMEE artifacts into FDMEE using Shared Services/LCM
- Use Planning artifacts to load Planning data using the Workbench
- Verify data loads in Planning using a data form and drill through