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Oracle Demantra Implementation Guide
Release 7.3
Part Number E05136-11
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Oracle Demantra Implementation Guide

Contents

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Preface

Concepts and Tools

Introduction to Demantra

Demantra Platform and Applications
Extending your Demantra Application
Elements of a Demantra Solution
Integration
Workflow
How the User Interfaces Can Be Configured

Core Concepts

Worksheets
The Basic Input Data
Time Resolution
Levels
Combinations
Series
Filtering and Exceptions
Methods
Security
Forecasting

How Demantra Calculates and Stores Data

How Data Is Stored
How Data Is Calculated at the Lowest Level
How Data Is Calculated at Higher Levels
How Proportions Are Chosen
How Proportions Are Used
How Splitting Handles Null Values
How Splitting Handles Zero Values
When and How Data Is Saved to the Database

Implementation Tools and Process

Overview of Tools
Initial Phase of Implementation
Middle Phase of Implementation
End Phase of Implementation
Hand-off Details

Levels

Introduction
Level Terminology
Hierarchy Variations
Types of Levels
Members
Member Identifiers
Introduction to the Data Model Wizard
Levels and the Forecast Tree
Filtered Levels
Other Concepts Related to Levels
Configuration Notes

Series

Introduction
Main Series Options
Data Types of Series
Types of Series
Update Field
Editability
Series Calculation: Server Expressions
Series Calculation: Client Expressions
Series Calculation: Using Both Server and Client Expressions
Series Calculation: Proportionality Option
Summary of Calculation Options
Display Properties
Color Expressions
Display Precision and Format
Display-Only Summaries
Configuring the Display-Only Summary
Other Basic Series Options
Advanced Series Options
Preserving Promotional Data While Moving or Copying
The Aggregated Base Level Option
Extra From and Extra Where
Note and Promotion Indicators
Series Groups
Configuration Notes

Units, Indexes, and Exchange Rates

Introduction
Unit Conversion Data
How Units Are Used
Time Units
Setting and Modifying the Base Time Unit
Unit-Level Association
Indexes and Exchange Rates
Configuration Notes

Worksheets

Introduction
Main Worksheet Options
Elements of a Worksheet View
Level Layout in a View
Filtering per View
Level and Worksheet Association: Embedded Worksheets
Worksheet and Layout Ownership
Worksheet Caching
Configuration Notes

Methods and Workflow

Introduction
Overview of Method Types
Overview of Workflow Step Types
Typical Step Properties
Passing Arguments to a Method
Workflow Schema Examples
Configuration Notes

Security

Data Security
Feature Security
Other Security Features
Program Groups
Configuration Notes
Password Policy

Proport

Overview
How You Can Tune the Proport Mechanism
Calculating the Rolling Average Demand
Calculating the Monthly Proportions
Calculating the Average Daily Demand for Each Month
Handling Data Issues
Which Combinations Are Affected
Other Notes on the Proport Mechanism
Proport when using Engine Profiles
Proport When Forecasting on General Levels

Integration

General Integration Guidelines

"Open With" Worksheets
Worksheet Filters
Changing System Time Resolution
Analytical Engine Guidelines
DM application default users
Controlling System and Engine Max Sales Dates

Demantra Data Tables and Integration Processes

Demantra Data Tables
Data Assumptions and Requirements
Loading Basic Data
Loading Series and Promotions
Executing Integration Interfaces
Configure Series Load and Purge Options
Loading Supplementary Data
Exporting Data
Configuration Notes

Demantra Demand Management to EBS Integration

Demand Management Business Flow
Terms and Conventions Used in this Document
Integration Features
Seeded Demand Management Component
Summary of Integration Tasks
Initial Setup
Download E-Business Suite Data Into Demand Management
Download Collections
Combined Collections of Shipment and Booking History
Collecting Legacy Shipment and History Data
Collecting Returns History Data
Collecting Currency Conversion Data
Associating multiple Price Lists with a CTO worksheet
Collecting Unit of Measure Conversion Data
Collecting Price List Data
Downloading Calendars
Purging Data Before Import
Configure Series Load and Purge Options
Download to Oracle Demantra
Demand Management Functional Output
Upload from Oracle Demantra
Publish the Forecast to CP
Upload Forecast
Line Of Business Configuration and Execution
LOB Procedures
Troubleshooting the Line of Business Forecast Workflow
Setting Up the New Products List
Setting Up the Calendar List
Base Time Unit
Creating a New Leaf Level
Creating a New Top Level
Creating a New Intermediate Level
Deleting a Level
Approval and Upload Setup Process
Profile Options

Demantra Demand Management to EBS Service Parts Planning Integration

Introduction
Integration Points
Business Process
Service Parts Planning Navigator Menus
Integration Considerations
Initial Demantra Setup
Initial SPP/EBS Setup
Importing SPP Data into Demantra
Launching the Import Workflows from the Demantra Workflow Manager
Service Parts Forecasting in Demantra
Exporting SPF Data from Demantra to Service Parts Planning in EBS
Integration Workflows and Integration Profiles
Service Parts Forecasting Integration Import Profiles
Service Parts Forecasting Integration Export Profiles

Demantra Sales and Operations Planning to EBS Integration

Introduction
Integration Points
Sales and Operations Planning Navigator Menus
General Configuration
Integration Workflows and Interface Profiles
Demantra Sales and Operations Planning to Strategic Network Optimization Integration
Demantra Sales and Operations Planning to Advanced Supply Chain Planning Integration
Demantra Sales and Operations Planning to Rapid Planning Integration
SCI Data

Demantra Demand Management to EnterpriseOne Integration

Overview
Architectural Process
Integration Points Overview
Business Process
Mapping

Demantra Predictive Trade Planning to EnterpriseOne Integration

Overview
Architectural Process
Integration Points Overview
Business Process
Promotion Method Configuration
Modeling Considerations
Mapping

Demantra Deductions and Settlement Management to EnterpriseOne Integration

Overview
Architectural Process
Integration Points
Business Process
Modelling Considerations
Mapping

Demantra Predictive Trade Planning to Siebel Integration

Introduction
Architectural Process
Integration Point Overview
Business Process
      Siebel Trade Planning/Demantra Intelligence Business Process (Regular Synchronization)
      Demantra Predictive Trade Planning/Siebel Trade Management (Near Real-time and Regular Synchronization)
Setup Overview
Siebel Setup
ODI Setup
      Overview of the ODI Applications
      Understanding Packages and Scenarios
      Configuring the Demantra Database Connection
      Configuring the Demantra Agent
      Configuring ODI Variables
Demantra Setup
Main Batch File Configurations
Running Integration
Siebel to Demantra ODI Packages and Batch Files
      Account Hierarchy Planning
      Plan Master List
      Pricing and Cost
      Product Planning Hierarchy
      Promotion Status
      Promotions
      Promotional Tactics
      Sales Activity
Demantra to Siebel ODI Packages and Batch Files
      Baseline Volume Forecast
      Promotional Lift Coefficients
      Promotions

Demantra Sales and Operations Planning to Hyperion Integration

Demantra Sales and Operations Planning - Hyperion Planning Integration Overview
Architectural Process
Integration Points Overview
Business Processes

Integration with Demand Signal Repository

Solution Overview
      Business Process
      Overview of Procedures
      Objects for DSR Integration
Importing DSR Data into Demantra
Running Multiple Forecasts

Basic Configuration

Getting Started with the Configuration Tools

About Demantra Configuration Tools
Illegal Characters in Demantra
Desktop and Business Modeler Automatic Install
Logging Onto the Business Modeler
Refreshing the Data in the Business Modeler
Working with Lists
Configuring Parameters
Making Changes Available to Users
Quitting Business Modeler
Logging into the Workflow Manager
Quitting the Workflow Manager
Setting Browser Locale

Database Tools

Creating a Table
Modifying a Table
Recompiling the Database Functions and Procedures
Viewing the Procedure Error Log
Wrapping Database Procedures
Cleaning Up Temporary Tables
Monitoring Oracle Sessions
Index Adviser

Using the Data Model Wizard

About the Data Model Wizard
Before Using the Data Model Wizard
Getting Started with the Data Model Wizard
Describing the Staging Tables
Specifying the Structure of the Staging Tables
Joining Multiple Source Files or Tables
Defining the Minimal Required Data Model
Declaring the Sales Date
Declaring the Sales Quantity
Defining an Item Level and a Location Level
Saving the Data Model
Defining Additional Elements
Declaring the Unit Price
Defining a Unit of Measure
Adding Higher Levels
Adding Level Attributes
Defining Other Values
Impacts of Changing Levels, Series, and Units
Navigating the Data Model
Building the Data Model
Loading the Data into the Data Model
Manipulating Existing Data Models

Configuring Levels

Before Configuring Levels
Creating a Level
Filtering a Level
Configuring an Existing Level
Adding Attributes to a Level
Dropdown Security
Filtering an Attribute Drop-down List
Specifying Default Parents for a New Member
Adding a Population Attribute to a General Level
Creating a time aggregation
Viewing the Members of a Level
Removing Levels

Configuring Series and Series Groups

Before Configuring Series
Creating a Series
Creating a New Series Based on an Existing Series
Specifying General Properties of a Series
Specifying How to Display a Series
Configuring a Dropdown-Style Series
Filtering a Series Drop-down List
Specifying Data Properties of a Series
Using the Expression Editors
Syntax of Server Expressions
Syntax of Client Expressions
Specifying Server and Client Expressions
Creating an Edit-Lock Expression
Creating a Color Expression
Controlling Access to Series
Configuring Desktop Group Expressions
Deleting a Series
Enabling Series Caching By Item
Specifying the Order of Series in Dynamic Open Link
Creating or Modifying a Series Group
Deleting a Series Group
Viewing Dependencies Among Series

Configuring Units, Indexes, and Update-Lock Expressions

Before Configuring Units and Indexes
Configuring Indexes and Exchange Rates
Editing Values for Indexes and Exchange Rates
Configuring Units
Associating Units with Levels
Configuring Time Units
Configuring Update-Lock Expressions

Series and Level Integration

Before Using the Integration Interface Wizard
Creating or Modifying an Integration Interface
Creating a Data Import Profile
Creating a Data Export Profile
Specifying Series Data to Import or Export
Creating an Export Profile for Any Level
Creating an Import Profile for a General Level
Deleting an Integration Interface
Details of the Staging Tables
Executing an Integration Interface
Checking the Integration Queue

Importing Supplementary Data

Creating or Modifying a File Load Interface
Deleting a File Load Interface
Creating an Import Profile
Creating the Import Batch File

Creating Workflows

Creating or Editing Workflow Schemas
Parameters Used as Arguments for a Workflow
Deleting Workflow Schemas

Configuring Methods

Configuring a New Level Method
Passing Arguments to a Method
Modifying a Level Method
Deleting a Level Method

Using the Desktop BLE User Interface

Overview of the Business Logic Engine

Non-Engine Parameters

About These Parameters
System Parameters

Database Procedures

Recommended Procedure Scheduling
ANALYZE_SCHEMA
API_CONFIG_SETTLEMENT
APPPROC_REBUILD_CONTEXT_CACHES
CHAINING
CLEAN_LOG_TABLES
COMPUTE_STD_ERR
CREATE_OPT_STRUCT
CREATE_PE_STRUCT
DELETE_FORE_COL
DELETE_INVALID_GL_POPULATION
DROP_TEMP_TABLES
EP_LOAD_MAIN
EP_LOAD_MDP_LEVEL
EP_LOAD_ITEMS
EP_LOAD_LOCATIONS
EP_LOAD_SALES
EXECUTE_PROFILES
EXPOSE_PROMOTIONS
INSERT_UNITS
MANUALS_INS
MANUALS_INS_INTEGRATION
MANUALS_INS_RECOVERY
MDP_ADD
POP_ALL_MATCH_PROPOSAL
POP_OI_MATCH_PROPOSAL
PRE_LOGON
REBUILD_INDEXES
REBUILD_SCHEMA
REBUILD_TABLES
REPLACE_APOSTROPHE_LEVELS
SCHEDULED_CLEANUP_TASKS
UPGRADE_TO_SHAPE_MODELLING

Key Tables

Sales_Data
Mdp_matrix
Promotion_Data

Server Expression Functions and Operators

Supported SQL Functions
Operators in Server Expressions
Oracle Tokens

Client Expression Functions and Operators

About This Reference
Operators in Client Expressions
Abs Function
Case
CurrentRow
Date
Day
Exp
ForecastFirstRow
Fpos
Fsum
GetRow
GetWorksheetLevelNumber
If
Is_Modified
IsNull
Mod
Month
Pi
Rand
Round
RowCount
Sqrt
SummaryAVG
SummaryCount
SummaryMax
SummaryMin
SummarySum
SummaryWAVG
Today
Truncate
Year
Z_Val

Workflow Steps

Specifying a Task
BLE Step
Condition Step
Container Step
Create Member Step
Custom Step
Delete Member Step
Edit Member Step
Email Step
Exception Step
Executable Step
Group Step
Paste Member Step
Refresh Population Step
Selection Step
Simulation Step
Stored Procedure Step
Transfer Step
Update Data Step
User Step
Wait Until Step
Worksheet Cache Step
Worksheet Step

Configuring Specific Applications

Configuring Predictive Trade Planning

Overview of Promotion Effectiveness
Overview of the Configuration Process
Configuring Levels for Promotion Effectiveness
Setting Parameters
Configuring the Activity Browser
Configuring the Application Server
Configuring Promotion Statuses
Loading Promotion Data
Reference: PE Levels
PTP Data Needs
Integration in PTP
Reference: Staging Tables
Reference: Integration Interfaces
Configuring the Default Promotion Start and Span
Changing the Default Retailer Profile
Configuring the Right-Click "Open With" Option
Removing Right-Click Menu Options
Replacing Collaborator Workbench Graphics
Configuring Promotion Status Behavior
Re-configuring Series if Syndicated Data Is Not Used

Configuring Promotion Optimization for Predictive Trade Planning

Overview of the Configuration Process
Set Up Promotion Optimization Without Using the Installer
Configuring the Optimization Step
Other Important Notes

Configuring Deductions and Settlement Management

Overview of DSM
Data Flow in DSM
Overview of the Configuration Process
Setting Up Database Structures
Configuring Promotions and Promotion Series
Identifying Key Promotion Series
Configuring Settlement Matching
Configuring Write-Offs
Loading Initial Data and Creating Possible Matches
Describing Customer Relationships
In Case of Problems
Reference: DSM Levels
Reference: DSM Series
Reference: DSM Integration Interfaces
Reference: Other DSM Tables

Other Configuration

Fine Tuning and Scaling Demantra

Basic Parameters
Application Server
Collaborator Workbench
Database
Date/Time Formats
Email
Integration
Item Aggregation
Logs and Old Data
Proport Mechanism
EngineOutputThreshold
Simulation
Solution Branding
Threading
Workflow
Worksheets
Languages
Configuring User Productivity Kit (UPK)

Customizing Demantra Web Pages

Logging onto the Collaborator Workbench Administrator
Configuring Menus in Collaborator Workbench
Running Oracle Executables from Collaborator Menus
Configuring the Panes
Specifying Content Pane Security
Replacing Default Demantra Graphics
Customizing the Collaborator Workbench Login Page
Configuring Links in Collaborator Workbench

Configuring Rolling Data

About Rolling Data
Creating or Modifying Rolling Data Profiles
Executing Rolling Data Profiles
Creating Rolling Data Profile Groups

GL Synchronization

Overview

Performing Constraint Profit Optimization

About Constraint Profit Optimization
Creating or Modifying an Optimization Profile
Deleting a Constraint Optimization Profile
Running a Constraint Optimization Profile

Creating a Standard Error Process

Creating a Standard Error Process

Configuring and Running the Analytical Engine

Introduction to the Analytical Engine

Overview
Engine Modes: DP and PE
What the Engine Does
Batch and Simulation Modes
Engine Profiles
Specifying the Demand Stream in an Engine Profile
Maintaining Engine Versions
Illegal Characters in Demantra

Basic Concepts

Overview of Forecasting
Causal Factors
Promotions (PE Mode Only)
Forecasting Models and the Engine Flow
The Forecast Tree
Influence and Switching Effects (PE Mode Only)
Combination-Specific Settings
The Forecast Data

Configuring the Analytical Engine

Configuring the Engine
General Data Requirements
Structure and Requirements of the Forecast Tree
Split Forecast by Series
Configuring SALES_DATA node-splitting
Guidelines for the Forecast Tree
Guidelines for Causal Factors
Setting Up Configure to Order

Configuring the Forecast Tree

Configuring the Forecast Tree
Pooled Time Series
Defining Influence and Competition (PE Mode Only)
Defining the Forecast Tree for Service Parts Planning Supersessions
Specifying Additional Parameters

Configuring Causal Factors

Notes About Causal Factors
Creating a Global Factor
Creating a Local Causal Factor
Configuring Global and Local Causal Factors
About Activity Shape Modeling
Enabling Activity Shape Modeling
Deleting a Causal Factor

Configuring Promotions and Promotional Causal Factors

Base Behavior
Customizing the Promotion Levels
Loading Historical Promotions
How the Analytical Engine Uses Promotions
Configuring Promotional Causal Factors
Adjusting the Promotion Dates
About Promotion Shape Modeling
Enabling Promotion Shape Modeling

Tuning the Analytical Engine

Editing Engine Parameters
Creating or Renaming Engine Profiles
Tuning Analytics
Tuning Performance
Reconfiguring the sales_data_engine Table
Enabling Engine Models Globally
Configuring the Engine Mode
Advanced Analytics (Nodal Tuning)

Using the Engine Administrator and Running the Engine

Before Running the Analytical Engine
General Notes about Running the Analytical Engine
Registering the Analytical Engine
Starting the Engine Administrator
Configuring Engine Settings
Running the Engine from the Engine Administrator
Running the Engine from the Start Menu
Running the Engine from the Command Line
Troubleshooting
Viewing the Engine Log
Examining Engine Results
Running the Engine in Recovery Mode
Stopping the Engine

Engine Details

Preparing the Database
Promotion Effectiveness Engine Phases
The Forecasting Process
Comparison of Batch and Simulation Modes
Engine Components and High-Level Flow
Details of the Distributed Engine

Engine Parameters

About Engine Parameters
Analytical Engine Parameters

Theoretical Engine Models

Introduction
Flags on Causal Factors
ARIX
ARLOGISTIC
ARX
BWINT
CMREGR
DMULT
ELOG
FCROST
HOLT
ICMREGR
IREGR
LOG
LOGISTIC
Moving Average
MRIDGE
NAIVE
REGR

Administration

Administering Demantra

Keeping the System Running
Periodic Maintenance Tasks
Data Cleanup Script
Demantra URLs
Log Files and Tables
Illegal Characters in Demantra
Required Third-Party Software

Managing Security

Creating or Modifying a Component
Deleting a Component
Creating or Modifying a User
Copying a User
Deleting a User
Creating or Modifying a User Group
Deleting a Group
Providing Access to the Workflow Editor
Logging onto the Collaborator Workbench Administrator
Defining a Program Group
Redefining a Program Group
Deleting a Program Group
Specifying Permissions for Menu Items
Logging Out Users

Managing Workflows

Viewing Workflow Status
Starting Workflow Instances
Scheduling Workflow Instances
Stopping Workflow Instances
Creating or Editing a Schema Group
Deleting a Schema Group
Viewing the Workflow Process Log
Recovery and the Workflow Engine
Web Services for Demantra Workflows

Managing Worksheets

Viewing the Worksheets
Changing Worksheet Ownership
Changing Worksheet Access
Deleting a Worksheet

Other Administration

Other Web-based Administration Tools
Logging Messages of the Application Server
Managing Level Caching
Viewing and Modifying Cache Properties

Upgrading Using Oracle Demantra Business Application Language

Overview
The Upgrade Process
BAL Explorer Screen Elements
Using the BAL Explorer
      Understanding Objects, Schemas, Folders, Files and Repositories
      Schema Procedures
      Folder Procedures
      Upgrading Procedures
      Troubleshooting

Tips and Troubleshooting

Initial Logon to Demantra
About Demantra Configuration Settings
Key Settings Controlled by the Installer
Redirecting Demantra to a Different Database
Java Tips
Tomcat Tips
Error Messages or Trouble Descriptions

Key Tables

T_SRC Tables

Index