Setting up Audit Trails

Administrators can select aspects of the application for change tracking. For example, you can track changes to metadata, such as when users change a member property or add a currency. You can also track changes in data forms, business rules, approvals, users, access permissions, and so on. Access assignments imported with the ImportSecurity utility are not reflected in audit reports. To view audits, administrators create and run reports using RDBMS report writers.

Table 22.  Actions That Can be Audited

Audit Options

Tracked Changes

Dimension Administration

  • Dimension hierarchy: adding a member or dimension, moving, deleting, changing properties, renaming a member or dimension

  • Performance settings: resetting a dimension's dense or sparse setting, changing the order of dimensions

  • Currencies: adding or deleting currencies, setting a triangulation or reporting currency

  • Updates by utilities that affect Planning (such as importing data form designs with the ImportFormDefinition utility)

Alias Table Administration

Changes to alias tables: creating, copying, renaming, deleting, and clearing

Data

  • Cell values

  • Supporting detail

  • Account annotations

  • Cell-level documents

Launch Business Rules

Updates from calc scripts and business rules (including runtime prompts)

Data Form Definition

Data forms: creating, modifying, adding rows. (The audit record does not record how the design changed.)

Data Form Folder Administration

Folders: created, moved, or deleted

Approvals

Approvals: planning unit owners, status, and status (started or excluded)

Copy Version

Versions copied, including supporting detail and annotations. The audit record does not record details (such as data, supporting detail, and annotations) of the copied version.

Security

Access permissions to dimension members, data forms, data form folders, business rules, and task lists

Users Administration

Users added, changed, or deleted

Groups Administration

Groups added, changed, or deleted; users added or removed

Offline

Data forms taken offline or synchronized back to the server

Task List

Task lists: created, copied, saved, moved, and deleted

Copy Data

Users' selections for Static Dimensions, Source Dimension, and Destination Dimension

Clear Cell Details

Users' selections for clearing supporting detail, cell text, and account annotations

  To specify aspects of the application for which Planning records changes:

  1. Select Administration, then Application, and then Reports.

  2. Select Auditing.

  3. Select the actions Planning tracks.

    To avoid affecting performance, be selective in which application elements you audit.

  4. Click Save Selections.

    Depending on selected audit options, application changes are recorded in a HSP_AUDIT_RECORDS table, stored in the relational database.

  5. Restart the Web application server.

  6. View results in the HSP_AUDIT_RECORDS table using a RDBMS report writer.

    If anyone resets audit options, those changes are recorded.