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

Multiple Language Support

Overview

Loading Translations

Using the Translation Utility

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

Viewing Calendar Months in a Weekly System

Enabling Calendar Month Support

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

Security

Other Security Features

Proport

Tuning 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

Demand Management Application Default Users

The SysAdmin User Account

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

Basic Configuration

Getting Started with the Configuration Tools

About Demantra Configuration Tools

Illegal Characters in Demantra

Automatic Installation of the Demand Planner and Business Modeler Applications

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

Using 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

Examples of General Level Data Preservation

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

Creating a Series that Displays as a Link

Displaying a Series as a Link

Configuring New Product Launches

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

Enhancements for Consumption-Driven Planning

Business Logic Engine

General Levels

Rolling Data Profiles

Launch Management

Non-Engine Parameters

About These Parameters

System Parameters

Database Procedures

Recommended Procedure Scheduling

Data Load Procedures

ANALYZE_SCHEMA

API_CONFIG_SETTLEMENT

APPPROC_CDP_LAUNCH_MGMT_VIEWS

APPPROC_SET_POPULATION_DATES

APPPROC_REBUILD_CONTEXT_CACHES

CHAINING

CHECK_REORG

CLEAN_ENGINE_PROFILES

DELETE_INVALID_GL_POPULATION

POP_ALL_MATCH_PROPOSAL

POP_OI_MATCH_PROPOSAL

REPLACE_APOSTROPHE_LEVELS

SCHEDULED_CLEANUP_TASKS

UPGRADE_TO_SHAPE_MODELLING

Non-Engine parameters Related to Database Performance

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

Population Attribute Step

Refresh Population Step

Selection Step

Simulation Step

Stored Procedure Step

Transfer Step

Update Data Step

User Access Control Step

Configuring Specific Applications

Configuring Predictive Trade Planning

Defining a Promotion Calendar

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 Demantra Local Application Graphics

Configuring Promotion Status Behavior

Re-configuring Series if Syndicated Data Is Not Used

Configuring Promotion Population Entry

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 Deductions and Settlement Management

Data Flow in Deductions and Settlement Management

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: Deductions and Settlement Management Levels

Reference: Deductions and Settlement Management Series

Reference: Deductions and Settlement Management Integration Interfaces

Reference: Other Deductions and Settlement Management Tables

Other Configuration

Fine Tuning and Scaling Demantra

Demantra Local Application

EngineOutputThreshold

Configuring User Productivity Kit (UPK)

Customizing Demantra Web Pages

Logging onto the Demantra Local Application Administrator

Configuring Menus in the Demantra Local Application

Running Oracle Executables from Collaborator Menus

Configuring the Panes

Specifying Content Pane Security

Replacing Default Demantra Graphics

Customizing the Demantra Local Application Login Page

Configuring Links in the Demantra Local Application

Configuring Rolling Data

About Rolling Data

Creating or Modifying 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 Demand Variability Process

Creating a Demand Variability Process

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 Demantra Local Application 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

Refreshing the Cache for Specific Levels

Viewing and Modifying Cache Properties

Changing the Default User Interface Settings

Using the Oracle Demantra Business Application Language

Overview

Using the BAL Explorer

BAL Explorer Screen Elements

Understanding Objects, Schemas, Folders, Files and Repositories

Schema Procedures

Folder Procedures

Using BAL to Upgrade when Running the Demantra Installer

Overview

Running the Business Modeler as Part of the Upgrade Process

Defining Schema Object Exceptions

Setting the Global Upgrade Preferences

Upgrading the Objects in a Folder

Upgrading Schemas

Using BAL to Migrate Application Objects

Building the BAL Repository

Migrating Objects Using a Standard Upgrade Folder

Migrating Objects using a Custom Upgrade Folder

Loading and Saving BAL Packages

Validating Packages

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

Using an Export Inferface with Office 10

Key Tables

T_SRC Tables

Index

Oracle Demantra Implementation Guide

Contents

Concepts and Tools

Integration

Basic Configuration

Configuring Specific Applications

Other Configuration

Administration