Setting Application-Level Profiles

Use the Application Settings option to update or clear application-level profiles that apply to the target application.

  To set an application level profile:

  1. On the Setup tab, under Configure, select Application Settings.

  2. In Application Settings, in the Target Application drop-down, select the target application to which the application profile applies.

  3. Select application level profile settings.

  4. Optional: To clear a setting, select the value, and then click Delete.

    The value is removed but is deleted only when you save it.

  5. Click Save.

Table 4. Application Level Profile Options

OptionDescription
Application Root FolderThe Application Root folder is the root folder for storing all files used to load data to this EPM application. You can use a separate root folder for each EPM application.

Based on this parameter, FDMEE saves log files, generated files and reports to the appropriate folder under this root directory. Parameters must be set up on the server separately from this setup step.

Selecting the Create Application Folder button instructs the system to create a folder structure in the path specified in this field. The folder structure is (with sub-folders in each):

data

inbox

outbox

When you specify a folder at the application level, and select the “Create Application Folders” option, a set of folders is created for the application that includes a scripts folder. Scripts specific to an application should be created in this folder. This is especially important for event scripts that are different between applications. If you do not set up an application level folder, then you cannot have different event scripts by application.

If you specify an Universal Naming Convention (UNC) path, share permissions on the folder must allow access to the DCOM user for read/write operations. access is there. Use an Universal Naming Convention (UNC) path for the application root folder when Financial Management and FDMEE are on separate servers. Contact your server administrator to define the required UNC definition.

If an UNC path is not entered, then you must enter the absolute path. For example, specify C:\Win-Ovu31e2bfie\fdmee

File Character SetSpecify the method for mapping bit combinations to characters for creating, storing, and displaying text.

Each encoding has a name; for example, UTF-8. Within an encoding, each character maps to a specific bit combination; for example, in UTF-8, uppercase A maps to HEX41.

Click Image shows Search button to view available character sets.

Encoding refers to mapping bit combinations to characters for creating, storing, and displaying text.

You should convert the encoding to UNICODE if your source file is not in one of the supported formats.

Default POV LocationSpecify the default POV location.

You can also click Image shows Search button to navigate to the default POV location from the Search and Select: Default POV Location screen.

Default POV PeriodSpecify the default POV Period.

You can also click Image shows Search button to navigate to the default POV Period from the Search and Select: Default POV Period screen.

Default POV CategorySpecify the default POV Category.

You can also click Image shows Search button to navigate to the default POV Category from the Search and Select: Default POV Category screen.

User LanguageSpecify the application default language of the user version of FDMEE.

You can also click Image shows Search button to navigate to and select the language.

User Interface ThemeSet the Oracle design pattern for the applications. FDMEE uses BLAF+ as the default user interface value.

You can also click Image shows Search button to navigate to the theme.

Default Intersection ReportSpecify the type of Intersection Check Report to use as the default intersection check report at the application level. Intersection Check reports identify data load errors and are generated as part of the data validation step in the Data Load Workbench. The reports are available in two formats Dynamic Column or Fixed Column format. The Fixed Column displays up to four custom dimensions.
Default Check ReportSpecify the type of Check Report to use as the default check report at the application level. The following are pre-seeded check reports, but you can create a new one and specify it here:

  • Check Report—Displays the results of the validation rules for the current location (pass or fail status).

  • Check Report Period Range (Cat, Start per, End per)—Displays the results of the validation rules for a category and selected periods.

  • Check Report by Val. Entity Seq.—Displays the results of the validation rules for the current location (pass or fail status); sorted by the sequence defined in the validation entity group.

  • Check Report with Warnings—Displays the results of the validation rules for the current location. Warnings are recorded in validation rules and shown if warning criteria are met. This report does not show rules that passed the validation.

Enable Event Script ExecutionSelect Yes to enable the execution of application events such as before loading data (BefLoad) or after validation (AftValidate). Select No to disable the execution of application events.
Log LevelSpecify the level of detail displayed in the logs. A log level of 1 shows the least detail. A log level of 5 shows the most detail.

Logs are displayed in Process Details by selecting the Log link.

Check Report PrecisionSpecify the total number of decimal digits for rounding numbers, where the most important digit is the left-most nonzero digit, and the least important digit is the right-most known digit.

Locking All (POV) Locations

The lock all locations feature prevents data from being loaded to a selected POV by locking all locations related to a target application for a given period and category. When you select the “Lock All Locations” button, a pop-up is displayed with populated Category and Period values based on the profile. You can update the category and period if desired, and then lock the POV.

When a location is locked, a lock symbol (Image shows Lock symbol ) is displayed in the POV bar.

An “Unlock All Location” button is also available so that you can unlock all locked location. The Lock All Locations feature is referenced in the:

  • Data Load Workbench

  • Data Load Rule

  • Batch Execution

For information on locking and unlocking an individual POV, see Locking and Unlocking a POV

  To lock a POV:

  1. On the Setup tab, under Configure, select Application Settings.

  2. In Application Settings, from the Target Application drop-down, select the target application to which the application profile applies.

  3. Click Lock All Locations.

  4. Optional: in Category, select the category to update.

  5. Optional: in Period, select the period to update.

  6. Click OK.

    All locations for the selected target application are locked.

    To unlock all locked POVs, click Unlock All Locations.