The following command line parameters are available for the Outline Load utility. After running the utility, you can verify the results by reviewing the exception file and log file. If no errors are reported in the log file, you can then access the imported metadata and data in the application. It is not necessary to restart the application server.
OutlineLoad [-f:passwordFile][/S:server] /A:application /U:userName [/M] [/E:outputFileName] [/I:inputFileName/D[U]:loadDimensionName|/DA:attributeDimensionName:baseDimensionName] [/TR] [/N] [[/R] [/U]] [/C] [/F] [/K] [/X:exceptionFileName] [L:logFileName] [/DX:HSP_Rates][/DS:HSP_SMARTLISTS] [/8][/?]
Parameter | Description |
---|---|
[-f:passwordFile] | Optional: If an encrypted password file is set up, use as the first parameter in the command line to read the password from the full file path and name specified in passwordFile. See Suppressing Password Prompts in Planning Utilities. |
/S:server | Server on which the application resides; if not specified, localhost is used. |
/A:application | Name of the Planning application to which you are importing. |
/U:userName | User name with which to log on to the application. |
/M | Generate fully qualified header records for loadable dimensions in the application. Use /-M if you do not want to display this information (default). |
/E:outputFileName | Exports the dimension specified with the /D switch to the specified output file. (When exporting planning unit hierarchies, the file is in the format defined for importing planning unit hierarchies.) |
/I:inputFileName | Name of the load file that contains a header record and data records in .CSV format. You must also specify a data load dimension (/D). |
/D:loadDimensionName | Dimension to be loaded, whose member fields correspond to the header record in the load file. You must also specify a load file (/I) or the planning unit hierarchy to be exported with the /E switch. See the following rows to load user-defined dimensions and attributes using /DU, /DA[T], /DAN, /DAB, and /DAD. |
/DU:userDefinedLoadDimensionName | User-defined dimension to be loaded; a dimension with this name will be created if it does not exist. |
/DA[T]:attributeLoadDimensionName:baseDimensionName | Text attribute dimension to be loaded; an attribute dimension with this name, bound to the base dimension, will be created if it does not exist. |
/DAN:attributeLoadDimensionName:baseDimensionName | Numeric attribute dimension to be loaded; an attribute dimension with this name, bound to the base dimension, will be created if it does not exist. |
/DAB:attributeLoadDimensionName:baseDimensionName | Boolean attribute dimension to be loaded; an attribute dimension with this name, bound to the base dimension, will be created if it does not exist. |
/DAD:attributeLoadDimensionName:baseDimensionName | Date attribute dimension to be loaded; an attribute dimension with this name, bound to the base dimension, will be created if it does not exist. |
/TR | Load data when driver members are specified in the .CSV file in the Driver Members column. All members except the driver member must be specified in the Point-of-View column. With /TR, you can load one value per row in the .CSV file. |
/N | Perform a “dry run” by parsing the load file without loading data or metadata. Use /-N (or do not specify the /N parameter) to parse the load file while loading data and metadata (default). |
/TR | Load data when driver members are specified in the .CSV file in the Driver Members column. All members except the driver member must be specified in the Point-of-View column. With /TR, you can load one value per row in the .CSV file. |
/O | Maintain the order of members in the load file when loading, with the exception of UDAs (default). Use /-O to ignore the order of members in the load file when loading. |
/H | Order input records in parent-child order, with the exception of UDAs (default). Use /-H to load input records as they appear in the load file; this option is faster and uses less memory. |
/R | Delete all members of the load dimension before performing the load. Use /-R (or do not specify the /R parameter) to keep all members of the load dimension (default). See also /U. Note: Use caution with /R; this option removes attribute bindings and approvals states. |
/U | Delete all planning units with the /R option, or display an error if members in planning units would be deleted. Use /-U (or do not specify the /U parameter) to prevent deleting members in planning units (default). Use /U with /R to enable deleting started planning units and deleting all members in the dimension specified in the .CSV load file. |
/T | Inherit unspecified plan type settings from the parent when adding new members (default). Use /-T to force explicit setting of plan type settings for the member. |
/C | Perform a cube refresh after the metadata load. Use /-C if you do not want to perform a cube refresh (default). See also /F. |
/F | Create security filters when refreshing with the /C option. Use /-F if you do not want to refresh security filters (default). (This option does not provision users to the application; it only creates security filters for users that currently exist. Users can be provisioned to applications using other methods.) For this option to take effect, /C must also be specified. |
/K | Lock the load dimension before loading (default), recommended. Use /-K if you do not want to lock the dimension (not recommended unless you are using /N). |
/X:exceptionFileName | Specify the file that will contain exceptions that occur during the load. (If no file name is specified, the information is written to a file called stderr.) |
/L:logFileName | Specify the file that will contain status and informational messages. (If no file name is specified, the information is written to a file called stdout.) |
/DX:HSP_Rates | Load the HSP_Rates dimension and create exchange rate tables if they do not exist. |
/DS:HSP_SMARTLISTS | Load the Smart Lists dimension and Smart List dimension entries. |
/8 | Use /8 if the file being exported will contain Unicode characters. |
/? | Display usage text. |
Example: Load numeric attribute dimension and values, and associate them with the Entity dimension. (An attribute dimension will be created if it does not exist, but no assignment is made of attribute values to base numbers.)
OutlineLoad /A:Test /U:admin /M /I:c:/outline1_attribvals_text.csv /DAN:NumericAttrib:Entity /L:c:/outlineLoad.log /X:c:/outlineLoad.exc NumericAttrib,Parent One,NumericAttrib 1,One 2,NumericAttrib
Example: Load Exchange Rates, add EUR as a member of the Currency dimension, and change the year in the .CSV file to match an existing year in the Planning application. The Exchange Rate table is created in the Planning application if it does not exist.
OutlineLoad /A:Test /U:admin /M /I:c:/outline1_rates.csv /DX:HSP_Rates /L:c:/OutlineLogs/outlineLoad.log /X:c:/OutlineLogs/outlineLoad.exc Table, To Currency, From Currency, Method, Historical, Beg Balance, Year, Period, Average, Ending FX1 , USD, EUR, multiply, 1, 2, FY08, Jan, 3, 4 FX1 , USD, EUR, , , , FY09, Feb, 5, 6
Example: Set Weekly Distribution to Use 445
Account, Parent, Use 445 a11,a1,1
Example: Load a .CSV file that contains all of the properties available for a UDA. The UDA is loaded and associated with a dimension, but it is not assigned to any member in the dimension.
OutlineLoad /A:Test /U:admin /M /I:c:/outline1_uda.csv /D:UDA /L:c:/OutlineLogs/outlineLoad.log /X:c:/OutlineLogs/outlineLoad.exc Dimension,UDA Account,New2
Example: Load a .CSV file for Currency that does not specify the currency symbol. In this case, the symbol for this currency in the Planning application is set to the ISO symbol, EUR. The scale defaults to 1.
Currency,Parent,Symbol,Scale EUR,,,
Example: Load a .CSV file for Currency that sets the symbol to the name of the new currency. The symbol is automatically set to NewCurr1 in the Planning application for currency NewCurr1. Currency names are limited to 8 characters.
Currency,Parent,Symbol,Scale NewCurr1,,,
Example: Use the -f parameter with an encrypted password
If you have generated an encrypted password file, you can use -f as the first parameter in the command line to run the Outline Load utility without entering a password. For example, if you used the PasswordEncryption utility to create a password file called encrypt.txt, you could use this command line:
OutlineLoad -f:c:\encrypt.txt /A:acpt /U:admin /M /I:c:/outline1_accounts.csv /D:Account /L:c:/OutlineLogs/outlineLoad.log /X:c:/OutlineLogs/outlineLoad.exc
Example: /O parameter and .CSV load file order
In the following .CSV load file, if Entity members e1 and e2 already exist in the Entity dimension, e3 could be added as the last sibling, even though it is first in the load file. If /O is used, e3 is loaded as the first sibling. Because /O is the default, you must specify /-O to have e3 loaded as the last sibling.
Entity,Parent,Data Storage,TextAttrib e3,Entity,Store, e2,Entity,Store, e1,Entity,Store,
Example: /H parameter and parent/child order
Assume that member e1 already exists, and A and B are new members being loaded. Without /H, an error would display because member B does not exist. With /H, members are sorted internally, so B is loaded first as child of e1, and then A is loaded successfully as child of B.
Entity,Parent,Data Storage A,B,Store B,e1,Store
Example: /R parameter
If some members already exist in the dimension, only the members in the input load file should exist in the dimension after the load. If an error occurs during the load after the delete operation, all members of the dimension may be deleted, and the dimension may be empty. Attribute dimensions are not deleted. If a planning unit is started, no Entity members are deleted because the Entity member in the planning unit cannot be deleted.
Entity,Parent,Data Storage,TextAttrib e1,Entity,Store, e11,e1,Store,orange e2,Entity,Store, e21,e2,Store, e11,e2,shared,yellow
Example: /T parameter
Load the Account dimension with /T to inherit plan types not explicitly specified in the load file from the parent when adding new members. Assume that member a1 already exists in the application and is valid for all three plan types. After the load completes, member a11 is valid for all three plan types, even though only Plan1 and Plan3 are specified in the load file.
Account, Parent, Source Plan Type, Plan Type (Plan1), Plan Type (Plan2), Plan Type (Plan3) a11,a1,Plan1,1,,1
Example: /-T parameter
Load the Account dimension with /-T to force explicit setting of plan types for new members. Assume that member a1 already exists in the application and is valid for all three plan types. After the load, member a11 will be valid only for the Plan1 and Plan3 plan types specified in the load file, and not for Plan2.
Example: /TR parameter
OutlineLoad /A:acpt1 /U:admin /M /I:c:\outline1data.csv /TR /L:c:/OutlineLogs/outlineLoad.log /X:c:/OutlineLogs/outlineLoad.exc Value,Driver Member,Point-of-View,Data Load Cube Name 14,a1,"Jan,Local,e1,Current,Version1,FY08",Plan1 sl1_value2,a2,"Jan,Local,e1,Current,Version1,FY08",Plan1
Example: Load Smart List dimensions and Smart List dimension entries using the /DX:HSP_SMARTLISTS parameter.
OutlineLoad /A:acpt /U:admin /M /I:c:/smartlist_create1.csv /DS:HSP_SMARTLISTS /L:c:/OutlineLogs/outlineLoad.log /X:c:/OutlineLogs/outlineLoad.exc SmartList Name, Operation, Label, Display Order, Missing Label, Data Form Setting, Entry ID, Entry Name, Entry Label SL1,addsmartlist,SL1Label,,,,,, SL1,addEntry,,,,,,entry1,entrylabel1 SL1,addEntry,,,,,,entry2,entrylabel2
Example: Perform incremental data loads using the LINEITEM flag.
You can include a LINEITEM flag in the data load file to perform incremental data loads for a child of the data load dimension based on unique driver dimension identifiers. This specifies that data should be overwritten if a row with the specified unique identifiers already exists on the data form. If the row does not exist, data is entered as long as enough child members exist under the Data Load Dimension Parent member.
For example, when loading employee data, you can load budget line item detail for predefined Salary Grades. This example shows a command that could be used with a data load file that includes the LINEITEM flag.
OutlineLoad /A:pln1dv /U:admin /M /I:c:\dataload_file.csv /D:”Budget Item”
This sample data load file loads data for the Budget Item dimension for children of Grade Changes.
"Budget Item","Data Load Cube Name","Point-of-View","Grade Step","Option Value","Start Date","End Date" "<LINEITEM("Grade Changes">","HCP","POVMembers","Step1","31721","7/1/09","" "<LINEITEM("Grade Changes">","HCP","POVMembers","Step2","32673","7/1/09","" "<LINEITEM("Grade Changes">","HCP","POVMembers","Step3","33654","7/1/09","" "<LINEITEM("Grade Changes">","HCP","POVMembers","Step4","33654","7/1/09",""
In this case, <LINEITEM("Grade Changes")> finds the first available member from Budget Item that is a child of the Grade Changes member, based on these unique identifiers selected in the Data Load Settings page: Grade Step, Option Value, Start Date, and End Date.
During data load, if any child members of Grade Changes already have data for Step1 and 7/1/09, the corresponding member is used to update the remaining data values. If not, the next available empty data row is assigned to Step1 and 7/1/09.
When the first data row is processed, the member Grade1 is assigned. Similarly, the next two members, Grade2 and Grade3 are assigned to the second and third data rows. When the fourth data row is processed, Step1 and 7/1/09 are already assigned to the member Grade1, so that row is used to update the value of the remaining fields.
Example: Import a planning unit hierarchy using the /Dparameter.
OutlineLoad /A:acpt /U:admin /I:c:\puh1.csv /D:PUH1
When using /D to import a planning unit hierarchy, you must specify the name of a planning unit hierarchy (not a dimension). The planning unit hierarchy must already exist in a Planning application before new members can be loaded into it.
Example: Export a planning unit hierarchy using the /E parameter.
OutlineLoad /S:planqe4 /A:acpt_580 /U:admin /M /E:puh_test2.csv /D:test2 Primary Member, Primary Enabled, Secondary Dimension, Secondary Parent, Relative Generation, Auto Include, Secondary Member, Include, Owner, Reviewers, Notifiees e1, true, <none>, <none>, <none>, false, , true, <none>, admin, planner e11, true, <none>, <none>, <none>, false, , true, <none>, <none>, <none> e2, true, <none>, <none>, <none>, false, , true, <none>, <none>, <none> e21, true, Account, a1, 1, false, , true, <none>, <none>, <none> e21, true, Account, a1, 1, false, a11, true, <none>, <none>, <none> e21, true, Account, a1, 1, false, a12, true, admin, <none>, "admin,admin" e21, true, Account, a1, 1, false, a13, true, planner, "planner2,admin", admin e21, true, Account, a1, 1, false, a14, true, <none>, <none>, <none> e21, true, Account, a1, 1, false, a15, true, <none>, <none>, <none> e21, true, Account, a1, 1, false, a16, true, <none>, <none>, <none> e21, true, Account, a1, 1-2, false, a111, true, <none>, <none>, <none>
Note: | Secondary members for the first four records are not specified. |