Oracle Demantra Implementation Guide

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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

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

Levels

Introduction to the Data Model Wizard

Levels and the Forecast Tree

Filtered Levels

Other Concepts Related to Levels

Series

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

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

Proport

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

DELETE_INVALID_GL_POPULATION

MANUALS_INS_INTEGRATION

MANUALS_INS_RECOVERY

MDP_ADD

POP_ALL_MATCH_PROPOSAL

POP_OI_MATCH_PROPOSAL

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

GetWorksheetLevelNumber

Workflow Steps

Refresh Population Step

Selection Step

Simulation Step

Stored Procedure 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

EngineOutputThreshold

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

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

Oracle Demantra Implementation Guide

Contents

Concepts and Tools

Integration

Basic Configuration

Configuring Specific Applications

Other Configuration

Configuring and Running the Analytical Engine

Administration