Setting Up the System

This chapter provides overviews of PeopleSoft trees and the Analytic Calculation Engine interface and discusses how to:

• Identify data integration sources.

• Configure dimensions for Planning and Budgeting.

• Activate inactive dimensions.

• Set up file transfer protocols.

• Set up single sign on.

Understanding PeopleSoft Trees in Planning and Budgeting

When using PeopleTools trees for setup around planning centers and dimensions, there are specific tree requirements for Planning and Budgeting.

For the planning center dimension tree, all planning centers that require a detail plan or budget must reside on the same level of the tree, and there cannot be missing levels. Missing levels occur when some sections of the tree skip levels while other sections do not.

For all other dimension trees, when using members from the detail level of the tree for plans and budgets, it is not necessary they reside on the same level of the tree. But when using a non-detail level for dimension summarization, you may only pick one level and therefore the roll up values you wish to use should reside on the same level of the tree.

All trees used in Planning and Budgeting for dimensions or planning center trees, must be node-oriented trees. Standard detail trees cannot be used by Planning and Budgeting. For the planning center tree, you cannot pick the detail level to begin budget preparation.

The minimum requirement for a tree in Planning and Budgeting is for the planning center dimension. You also require a tree if you use the optional account category feature that serves as a filter for working and reporting on plans and budgets. The use of trees for defining other dimensions is optional.

Note. A node-oriented tree is one where all the members in the tree reside in the dimension table for all detail and node values. A standard detail tree uses the PS_TREE_NODE_TBL table for nodes, which is not used by Planning and Budgeting.

See PeopleTools PeopleBook: PeopleSoft Tree Manager.

Understanding the Analytic Calculation Engine Interface

The PeopleTools ACE (Analytic Calculation Engine) is used in conjunction with Planning and Budgeting line item activities. The ACE tool is not used in conjunction with entering data into asset and position activity types; they are built using PeopleCode. The four delivered analysis reports that use the drag-drop feature for line item, assets, and position analysis use ACE.

The PeopleTools ACE is a delivered set of tools, and only requires analytic servers to be turned on as part of application server configuration.

See PeopleTools PeopleBook: PeopleSoft Analytic Calculation Engine.

Identifying Data Integration Sources

To identify the source of your general ledger, human resource, and asset data, use the BP_INSTALLATION.GBL component.

Page Used to Identify Data Sources

Specifying Data Integration Sources

Access the Budgeting Installation Options page (Planning and Budgeting, System Administration, Maintain System Options, Installation Options).

General Ledger Interface, HRMS Interface, Asset Management Interface and Project Interface

Select the source of the data interface: PeopleSoft: Indicates integration with the PeopleSoft FMS (Financial Management Solutions) and HRMS (Human Resource Management Solutions) products. (FMS includes PeopleSoft Asset Management, PeopleSoft Project Management and PeopleSoft General Ledger). Third Party Vendor: Indicates integration with non-PeopleSoft applications. See Understanding Planning and Budgeting Integrations.

Sequence Number Generation

Select for a DB2 OS390 installation if your database is configured to use the COUNTER() function to generate sequence numbers. This function is part of the member udf.c in the sqllib/samples/c directory. Follow the instructions in the README member to set up this function. Warning! If you select this check box and your database is not configured appropriately, some jobs will fail. Contact technical support for additional information.

Configuring Dimensions for Planning and Budgeting

This section provides an overview of dimension selection and discusses how to configure dimensions.

Understanding Dimension Selection

The system accesses your data integration source selections from the Budgeting Installation Options page to determine which active and inactive dimensions are available for use as the planning center or as a dimension (also known as a ChartField) in the planning model. You cannot change these dimension options, only their status.

You should consider both integration sources for human resource data as well as for financial data when determining the available dimensions that you want to use for position budgeting. You may only want to use dimensions that are supported in both the financial data integration source and human resources data integration source. You defined these integration sources using the Budgeting Installation Options page under Maintain System Options.

The following table specifies with an X the dimensions that you can use as the planning center and those dimensions that are available from your source system. In some cases, the X is not an indicator that you cannot use the dimension, but rather it indicates the dimensions that are supported from your source system, as well as the dimensions that may provide data from the source systems via ETL. You should review this list in conjunction with the dimensions you want to use, and the data you want to send back to the source system.

See Understanding Planning and Budgeting Integrations.

Note. (1) Dimension 1–3 are not dimensions/ChartFields used or available in other PeopleSoft source systems. They are exclusively used by Planning and Budgeting as a dimension that can be used and customized by an organization requiring different dimensions than those that integrate with other systems. These Dimensions 1–3 are only intended for Line Item Activity types. They cannot be exported back to PeopleSoft source systems.

Note. Budget Period, Fiscal Year, and Accounting Period do not require a dimension definition because, by default, the element of time is part of the planning model and determined by the model's setup.

Planning and Budgeting does not support budgeting for the PC Business Unit dimension.

Page Used to Configure Dimensions

Configuring Dimensions

Access the Dimension Configuration page (Planning and Budgeting, System Administration, Maintain System Options, Dimension Configuration).

Status	Select Active next to each dimension (ChartField) that you want to use in Planning and Budgeting or select Inactive next to each dimension (ChartField) that you do not want to use in Planning and Budgeting.
Planning Center Dimension	When selected, indicates the dimension can be used to define a planning center.
Dimension/ChartField	When selected, indicates the dimension can be used for the planning model.

Note. IMPORTANT: Merely setting a dimension to active status on the Dimension Configuration page may not make it an active dimension in the underlying relational tables or subrecords in the EPM database. This status controls only the availability of the dimension on various setup pages for building your planning model. You should review the next section — Activating Inactive Dimensions — to verify which dimensions are delivered as keys, and which may require activation. In some cases, you may have to forfeit an unused dimension to activate another you want to use.

Activating Inactive Dimensions

Not all dimensions in the EPM database are active by default. Depending on the subrecord, five to eight dimensions are delivered as inactive because, on database platform DB2/OS390, indexes have a limit of 255 characters. If PeopleSoft were to activate all dimensions, then some indexes would exceed that limit. Furthermore, the maximum number of index columns is 32 for the Oracle database platform.

This section describes how to activate inactive dimensions. If you do not intend to use these inactive dimensions, then you can leave them inactive and ignore the remainder of this section. If you are unsure whether or not you will use a dimension, consider activating it. Not using an active dimension has minimal system impact; whereas, storing data in an inactive dimension could cause data integrity errors.

For subrecord BP_CF9B_AK_SBR, the following eight dimensions are delivered as inactive:

For subrecord CF9A_PK_SBR, the following five dimensions are delivered as inactive:

To activate a dimension:

1. Launch Application Designer.

2. Select File, Open.

3. In the Open Definition dialog box, set Definition to Record and Type to Subrecord.

4. Enter subrecord BP_CF9B_AK_SBR, and then click Search.

5. To view the key field setting of the active subrecord, select View, Use Display.

   Eight of the dimensions are not marked as keys.

6. Right-click each dimension that you want to activate, and then click Record Field Properties.

7. In the Record Field Properties dialog box, select Key and Search Key, and then click OK.

   On a DB2/OS390 database platform, to keep indexes within the 255-character limit, for each dimension that you activate, be sure to deactivate any unused dimensions by clearing Key and Search Key.

   On the Oracle database the maximum number of index columns is 32.

8. Save your changes to the subrecord.

9. For subrecord CF9A_PK_SBR, repeat the earlier steps. Use this subrecord if you are modifying LEDGER_PROJ.

10. In Application Designer, select File, New to create a project.

11. Select Insert, Definitions Into Project, and then insert the following record IDs that contain either subrecord CF9A_PK_SBR or BP_CF9B_AK_SBR:

    LEDGER_PROJ	BP_LED_E00	BP_LN_PCANN_T
    BP_ALLC_AMT_T	BP_LED_F00	BP_LN_PCPRD_T
    BP_ALLC_TAM_T	BP_LED_KK_E00	BP_LN_PRDTL_T
    BP_ASSET_T	BP_LED_KK_F00	BP_LNITMRPT_T
    BP_ASST_DPR_T	BP_LED_KK_T	BP_TGT_LEDB_EX
    BP_CF_LI_ERR	BP_LED_PROJ_E00	BP_TGT_LEDB_T
    BP_DIM_DTL_AET	BP_LED_PROJ_F00	BP_TGT_LEDC_EX
    BP_DIM_DTL_TBL	BP_LED_PROJ_T	BP_TGT_LEDC_T
    	BP_LED_T	BP_TGT_LEDP_EX
    BP_LD_BDG_TT	BP_LI_FLX_INFC	BP_TGT_LEDP_T
    BP_LD_TT	BP_LINE_CF_SBR	BP_TGT_LINE
    BP_LED_BUDG_E00	BP_LINE_ITM_T	BP_TGT_LINE_ERR
    BP_LED_BUDG_F00	BP_LINE_WRK	BP_TGT_LINE_T
    BP_LED_BUDG_T	BP_LN_AMUNT_T

12. Save your changes.

13. Select Build, Project.

14. In the Build dialog box, select Create Indexes and Execute and build script.

15. Click Settings, and then select Recreate index only if modified.

16. Click OK.

17. In the Build dialog box, click Build.

    Note. For database platforms DB2/OS390 and DB2/UNIX, you must recreate all views.

Any dimensions that are delivered as non-keys do not display on the Ledger Template page (EPM Foundation, EPM Setup, Ledger Setup, Ledgers, Ledger Template). To see the newly activated dimensions on the Ledger Template page, follow these additional steps:

1. Recompile the record metadata for the Ledger Template record(s) (EPM Foundation, Foundation Metadata, Metadata Creation and Editing, Record Metadata).

2. Navigate to the Ledger Template page (EPM Foundation, EPM Setup, Ledger Setup, Ledgers, Ledger Template). Ensure that all the active dimensions are displayed under the ChartFields folder. Click the Refresh Detail ChartFields icon (top right) to display all the dimensions, if necessary.

3. Click Save.

Setting Up File Transfer Protocols

To set up file transfer protocols use the URL_TABLE.GBL component.

This section describes how to set up file transfer protocols for attachments and lookup tables.

Page Used for File Transfer Protocol Setup

Setting Up File Transfer Protocols for Attachments and Lookup Tables

Access the URL Maintenance page (Planning and Budgeting, System Administration, Maintain System Options, FTP Server).

Use this page to set up server connectivity for file transfers. Use FTP when you use driver lookup tables or attach files and want to make them available to budget users. References uniform resource locators (URLs) saved here from page controls.

See PeopleTools PeopleBook: Data Management, "PeopleTools Utilities," URL Maintenance

Setting Up Single Sign On

Links to the Financial Management Solutions Portal are available from within PeopleSoft Planning and Budgeting, but they require that single sign on be set up between PeopleSoft Enterprise Performance Management and PeopleSoft Financial Management system databases.

Follow these steps to set up single sign on.

1. In the EPM database, navigate to the Portal tab of your ERP Node Definition using the path PeopleTools, Portal, Node Definitions.

2. Change the content of the Portal URI Text field and Content URI Text field to point to the web server of the Financial Management system database. Make sure the machine name, psc, and psp are in lowercase.

3. Click Save.

4. In the EPM database, navigate to Structure and Content using the path PeopleTools, Portal, Structure and Content.

   1. Click the EPM Foundation link.

   2. Click the EPM Setup link.

   3. Click the Ledger Setup link.

   4. Click the Ledgers link.

   5. Click the Edit link next to the Ledger For A Unit (FMS) line item. The Content Ref Administration page appears.

5. In the Node Name field, enter the name of your ERP node.

6. (Optional) Set the Financial Management system pages to open in a new window. Enter information in the Content Reference Attributes section.

   1. Enter NAVNEWWIN in the Name field.

   2. Enter True in the Attribute Value field.

   3. Save and exit the page.

7. Access the Content Ref Administration page for ComboEdit Budget Inquiry.

   1. From the Structure and Content page, click the Planning and Budgeting link.

   2. Click the Activity Preparation link.

   3. Click the Edit link next to the ComboEdit Budget Inquiry line item. The Content Ref Administration page appears.

   4. Repeat steps 5 and 6.

8. Access the Content Ref Administration page for ComboEdit Definition.

   1. From the Structure and Content page, click the Planning and Budgeting link.

   2. Click the Activity Preparation link.

   3. Click the Edit link next to the ComboEdit Definition line item. The Content Ref Administration page appears.

   4. Repeat steps 5 and 6.

9. Access the Content Ref Administration page for ComboEdit Group.

   1. From the Structure and Content page, click the Planning and Budgeting link.

   2. Click the Activity Preparation link.

   3. Click the Edit link next to the ComboEdit Group line item. The Content Ref Administration page appears.

   4. Repeat steps 5 and 6.

10. Access the Content Ref Administration page for ComboEdit Inquiry Selection.

    1. From the Structure and Content page, click the Planning and Budgeting link.

    2. Click the Activity Preparation link.

    3. Click the Edit link next to the ComboEdit Inquiry Selection line item. The Content Ref Administration page appears.

    4. Repeat steps 5 and 6.

11. Access the Content Ref Administration page for ComboEdit Rule.

    1. From the Structure and Content page, click the Planning and Budgeting link.

    2. Click the Activity Preparation link.

    3. Click the Edit link next to the ComboEdit Rule line item. The Content Ref Administration page appears.

    4. Repeat steps 5 and 6.

12. Access the Content Ref Administration page for ComboEdit Template.

    1. From the Structure and Content page, click the Planning and Budgeting link.

    2. Click the Activity Preparation link.

    3. Click the Edit link next to the ComboEdit Template line item. The Content Ref Administration page appears.

    4. Repeat steps 5 and 6.

13. Access the Content Ref Administration page for Commitment Control Setup.

    1. From the Structure and Content page, click the Planning and Budgeting link.

    2. Click the Activity Preparation link.

    3. Click the Edit link next to the Commitment Control Setup line item. The Content Ref Administration page appears.

    4. Repeat steps 5 and 6.

14. Access the Content Ref Administration page for Review Combo Edit Build.

    1. From the Structure and Content page, click the Planning and Budgeting link.

    2. Click the Activity Preparation link.

    3. Click the Edit link next to the Review Combo Edit Build line item. The Content Ref Administration page appears.

    4. Repeat steps 5 and 6.

15. Have your server administrator setup the web servers, portal configuration and security configuration for single sign on. This step requires server setup. (See PeopleTools PeopleBooks)

16. Make sure the Operator ID being used in EPM is also defined in the Financial Management system databases, with access to the components being referenced. Have your Security Administrator update Operator Security in the Financial Management system database to ensure that you have read-only access to the following components:

See PeopleTools PeopleBook: System and Server Administration

See PeopleTools PeopleBook: Security Administration, "Setting up Digital Certificates and Single Signon"

See PeopleTools PeopleBook: PeopleTools Portal Technology, Configuring the Portal Environment, "Defining Portal Nodes"

See PeopleTools PeopleBook: PeopleTools Portal Technology, Configuring the Portal Environment, "Implementing Single Signon Functionality"

See PeopleTools PeopleBook: PeopleTools Portal Technology, Administering Portals, "Administering Content References"