Opening and Editing Outlines

You use Outline Editor to open an outline in edit mode or you use Outline Viewer to open an outline in read-only mode. When you open an outline in edit mode, the following actions occur:

If you do not need to modify an outline, you can open it in read-only mode in Outline Viewer. When you open an outline in read-only mode, the following actions occur:

For more information about how outlines consume memory in Outline Editor and Outline Viewer, see Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide

Note:

In applications with more than one database, in some circumstances opening one database loads all of them. To prevent loading of multiple databases, make sure the option to start databases when the application starts is not selected for each database in the application.

  To open and edit an outline that is saved as an object on an Essbase Server:

  1. From Enterprise View or a custom view, select a database.

  2. To open an outline in edit mode, perform an action:

    • Select the Outline node, right-click, and select Edit.

    • Double-click the Outline node.

    Outline Editor displays the selected outline. Depending on the option selected in the Options dialog box, Administration Services Console may prompt you to lock the outline. If you plan to modify the outline and you want to save your changes, you should lock the outline so that other users cannot modify it while you are working on it. See Locking and Unlocking Objects for more information.

  3. Optional: Set up the Outline Editor work area to accommodate your working style and to edit the outline.

  4. Edit the outline.

    See Working with Outlines.

  To open an outline file that is saved locally or on a network:

  1. Select File, then Open.

  2. In the Open dialog box, select the File System tab.

  3. Navigate to an outline file.

  4. From the Files of type drop-down list, select Outline file (.otl).

  5. Select the outline file and click OK.

    Outline Editor displays the selected outline.

  6. Depending on the option selected in the Options dialog box, you may be prompted to lock the outline. If you plan to modify the outline and you want to save your changes, you should lock the outline so that other users cannot modify it while you are working on it. See Locking and Unlocking Objects for more information.

  7. Optional: Set up the Outline Editor work area to accommodate your working style for editing outlines.

  8. Edit the outline.

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