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Oracle® Retail Demand Forecasting Implementation Guide
Release 16.0
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2 Implementation Considerations

The following information needs to be considered before implementing RDF:

Hardware Space Impacts

The following factors can affect hardware space requirements:

  • Item—Number of distinct items.

  • Store—Number of physical, Web, and other distinct retail outlets.

  • Calendar—Number of historical and future time periods in the domain. This impacts the overall size of the environment.

  • Workbooks—Amount of space used by workbooks. This is typically greater than the domain itself. The number of workbooks is related to the number of users.

Domain Partitioning

Partitioning is done to avoid competition for resources. Building a workbook and committing data are two processes that can cause contention.

How data is partitioned has an impact on the business process. The RDF domain is defined as a global domain. For performance reasons, a single subdomain is not recommended. There should be an even distribution of users across a set of local domains. For example, men's merchandise could be in a domain, women's merchandise in a domain, and children's merchandise in a domain. When a user is committing data in the men's merchandise domain, this will not affect the users in the women's or children's domains because of the use of partitioning.


Note:

Domain partitioning is supported only along Product hierarchy (PROD). This is a standard RPAS hierarchy. Also source levels have to be below partion dimension, that is, if using Dept for source level forecasting, you have to partition at or below Dept.

Consider the following questions when defining the partitioning of the domain:

  • How do I partition to meet my business needs?

  • How do I partition my users?

  • How do I create groups of users to further partition the solution?

In the GA configuration, group is a dimension label. The group dimension is a regular dimension in the product hierarchy, which the customer can rename or delete.

One of the major purposes of partitioning in RDF is to facilitate the parallelization of the batch process.

The wise selection of partition intersections can significantly reduce the batch time. Partition intersection selection should also consider business needs in such a way that contention issues are minimized. RDF has a special restriction in partitioning. Each local domain must only have one partition dimension position.

Patch Considerations

With a new release, there are two types of patches that can affect the RDF domain:

  • Changes to the code in the RPAS libraries.

    The configuration is not affected by this type of patch. For these types of changes, applying the patch is a straight forward process.

  • Changes to the configuration.

    These types of changes can be more complex. If a retailer has customizations in the configuration, the customizations must be redone on the new configuration before the patch is installed.

Patching Process

Before patching an RDF domain, confirm that the necessary RPAS client, server, and Configuration Tools patch updates have been successfully applied. Refer to the Oracle Retail Predictive Application Server Installation Guide for RPAS installation instructions.

Batch Scheduling

RDF batch is typically scheduled to run end of week with the most updated feeds of sales history and foundation data. Some tasks or batch processes can be run adhoc or as needed basis.

Following is a list of typical RDF batch tasks and scheduling considerations:

  • Weekly activities:

    • Hierarchy Load

    • Data Load

    • Pre-processing

    • Forecast Generation

    • Alert Generation

    • Commit batch (committing workbooks saved to be committed later)

    • Auto Workbook build

  • Adhoc/as needed

    • AutoSource

Security

To define workbook template security, the system administrator grants individual users, or user groups, access to specific workbook templates. Granting access to workbook templates provides users the ability to create, modify, save, and commit workbooks for the assigned workbook templates. Users are typically assigned to groups based on their user application (or solution) role. Users in the same group can be given access to workbook templates that belong to that group alone. Users can be assigned to more than one group and granted workbook template access without belonging to the user group that typically uses a specific workbook template. Workbook access is either denied, read-only, or full access. Read-only access allows a user to create a workbook for the template, but the user cannot edit any values or commit the workbook. The read-only workbook can be refreshed.

When users save workbooks, they assign one of three access permissions:

  • World—Allow any user to open and edit the workbook.

  • Group—Allow only those users in their same group to open and edit the workbooks.

  • User—Allow no other users to open and edit the workbook.


Note:

If you choose to customize your permissions, keep in mind the Principle of Least Privilege which states; only give a user enough permissions to do their job and nothing more.


Note:

A user must have access to the workbook template in order to access the workbook, even if the workbook has world access rights.

Table 2-1 provides guidance on what user roles should have access to each workbook.

Table 2-1 Workbook Access Based on User Roles

Workbook User Roles

New Item Administration

Forecast Analyst

New Item Review

Forecast Analyst

New Item Maintenance

Forecast Analyst

Business Support Like Store

Forecast Analyst

Forecaster Like Store

Forecast Analyst

Preprocess Administration

Forecast Analyst, Forecast Manager

Source Measure Maintenance

Forecast Analyst, Forecast Manager

Floating Events Admin

Forecast Analyst, Forecast Manager

Extra Week Administration

Forecast Analyst, Forecast Manager

Short Life Cycle Maintenance

Forecast Analyst, Forecast Manager

Forecast Administration

Forecast Analyst, Forecast Manager

Forecast Maintenance

Forecast Analyst, Forecast Manager

Run Batch Forecast

Forecast Analyst, Forecast Manager

Forecast Approval

Forecast Analyst, Forecast Manager

Forecast Alert

Forecast Analyst, Forecast Manager

Forecast Delete

Forecast Analyst, Forecast Manager

Forecast Scorecard

Forecast Analyst, Forecast Manager

Interactive Forecasting

Forecast Analyst, Forecast Manager

Grouping Management

Forecast Analyst, Forecast Manager

Promotion Planner

Forecast Analyst, Forecast Manager

Promotion Management

Forecast Analyst, Forecast Manager

Promotion Maintenance

Forecast Analyst, Forecast Manager

Promo Effectiveness

Forecast Analyst, Forecast Manager

Profile Administration

Forecast Analyst, Forecast Manager

Profile Maintenance

Forecast Analyst, Forecast Manager

Run Batch Profile

Forecast Analyst, Forecast Manager

Profile Approval

Forecast Analyst, Forecast Manager

Breakpoint Administration

Forecast Analyst, Forecast Manager

Delete Cluster Run

Forecast Analyst, Forecast Manager

Cluster Review

Forecast Analyst, Forecast Manager

Generate Breakpoint Grades

Forecast Analyst, Forecast Manager

Generate Clusters

Forecast Analyst, Forecast Manager


For more information on security, see the Oracle Retail Predictive Application Server Administration Guide for the Fusion Client.

Internationalization

For more information on translation for RDF, see Chapter 12, "Internationalization".

Translation

Translation is the process of interpreting and adapting text from one language into another. For more information, refer to "Translation"