You use Metadata Manager to edit and create metadata files. Metadata includes information relating to dimension member attributes and currencies. For example, you can use Metadata Manager to add accounts to an application.
Note: | Metadata Manager is available only in the Financial Management Desktop in the Windows client. |
Metadata Manager can open files in extensible mark-up language (XML) and APP file formats. You can use Metadata Manager to create an XML or APP file or to edit an XML or APP file that was extracted from a Financial Management application. Metadata files created in Metadata Manager are automatically encoded with the Unicode format, using Little Endian byte ordering. After you create or edit a metadata file, you can load the metadata contained in the file into an application.
Note: | All procedures in this topic assume that you have the Metadata Manager workspace open. To open the workspace, select Manage Metadata from the desktop navigation frame. |
You cannot edit metadata directly in an application. When you make changes to metadata in Metadata Manager, you are making changes only to the file, not to the metadata in the application. After you extract and modify the metadata in the file, you must load the metadata back into the application for your changes to take effect.
Table 19 describes the views in Metadata Manager.
Table 19. Metadata Manager Views
Tab | Description |
---|---|
Tree View | Use a hierarchical view to add or modify members. Note: You must use List View for AppSettings, ConsolMethod, and Currencies. |
List View | Use a flat list format to add or modify members. |
Metadata Item Properties | Use to create an alias for a Custom dimension. |
File Properties | Use to create a metadata report. |
For most metadata, you can add or modify members in Tree View or List View.
Note: | You must use List View for AppSettings, ConsolMethods, and Currencies metadata. |
In Tree View, you can add or modify members in a hierarchical view. You add each member as a child or sibling of a member. You enter attributes for each member on the Member Attributes tab. To modify data, select a member and modify it or its attributes. See Tree View Tasks.
In List View, you add and modify members and member attributes in a flat list. To arrange members in a hierarchy, switch to Tree View and drag the members into the hierarchy. See List View Tasks.
Note: | Changes made in Tree View are carried over to List View, and vice versa. |