Editing Load Plans

You can edit details of an existing load plan, such as load plan name, load plan type, and the data sources from the Manage Load Plans page of Configuration Manager. An edited load plan is displayed in the Load Plans master list immediately. You can generate the edited load plan instantly.

To edit an existing load plan:
  1. In the Tasks pane of Configuration Manager, select Manage Load Plans under Load Plans Administration.

    The Manage Load Plans page is displayed.

  2. In the Load Plans master list, select the load plan you want to edit.
  3. In the Load Plans toolbar, click the Edit icon.

    The Edit Load Plan page is displayed.

  4. You can edit these properties:
    Field Description

    Name

    Enter a unique name for the load plan.

    Description

    (Optional) Enter additional information about the load plan.

    Load Plan Type

    (Optional) Select a load plan type. The possible values are the following:

    • Source Extract (SDE)

    • Source Extract and Load (SDE, SIL and PLP)

    • Warehouse Load (SIL and PLP)

    • Domain-only Extract and Load (SDE and SIL)

    You can’t change the Load Plan Type of an existing Load Plan.

    Source Instances

    (Optional) Select the data sources from which the fact groups are selected.

  5. Click Next.

    The second page of the Edit Load Plan series is displayed.

  6. In the Available Selections tab, select the fact groups you want to include in the load plan definition.

    Note:

    Fact groups might belong to a hierarchy of fact groups. You can select only the top level parent fact group and not a child fact group.

    A load plan must contain at least one fact group, and multiple fact groups might be selected from one or more data sources.

  7. Click Save.
    A submenu is displayed with the following options.
    • Click Save to save the load plan. After a load plan is saved, it is displayed in the Load Plans master list.

    • Click Save and Generate Load Plan to save the load plan and immediately generate it.