Establishing Default Set IDs, TableSets, and Warehouse Lineage

Before you can create your warehouse business units, you must define SetIDs and warehouse lineage. This process identifies the source and warehouse tablesets, and the relationships (lineage) that exist between the two.

Pages Used to Define Default Set IDs, Warehouse Sources, and Lineage

Page Name	Definition Name	Navigation	Usage
TableSet ID	SETID_TABLE	select PeopleTools, then select Utilities, then select Administration, then select TableSetIDs, then select TableSet ID	Create default SetIDs for each source that you wish to bring into EPM.
Source Blueprint	PF_BLUEPRINT	select EPM Foundation, then select EPM Setup, then select Warehouse Sources and Bus. Units, then select View Source Blueprint, then select Source Blueprint	Review or update selected PeopleSoft source blueprints.
Warehouse Lineage	PF_WHOUSE_LINEAGE	select EPM Foundation, then select EPM Setup, then select Warehouse Sources and Bus. Units, then select Warehouse Lineage	Associate a source blueprint to each PeopleSoft source to define the lineage between source tables and warehouse tables.

TableSet ID Page

Use the TableSet ID page (SETID_TABLE) to create default SetIDs for each source that you wish to bring into EPM.

Navigation

select PeopleTools, then select Utilities, then select Administration, then select TableSetIDs, then select TableSet ID

Image: TableSet ID page

This example illustrates the fields and controls on the TableSet ID page.

Use this page to define a default SetID for each source that you wish to bring into the warehouse. You should use a different default SetID for each source to keep tablesets from all sources separate—unless you have a good reason why data from different tablesets should merge.

This page is discussed in detail in the PeopleTools documentation.

See PeopleSoft PeopleTools: PeopleSoft Application Designer Developer's Guide

Source Blueprint Page

Use the Source Blueprint page (PF_BLUEPRINT) to review or update selected PeopleSoft source blueprints.

Navigation

select EPM Foundation, then select EPM Setup, then select Warehouse Sources and Bus. Units, then select View Source Blueprint, then select Source Blueprint

Note: Before you access this page, run the ETL job that populates the PS_PF_SRC_SETCNTRL table. Otherwise, the page cannot display all the source blueprint details correctly.

Image: Source Blueprint page

This example illustrates the fields and controls on the Source Blueprint page.

Source Table

Displays the source table associated with the selected PeopleSoft source.

If you have customized your ETL jobs or added rows or columns to your tables, you may need to modify this field.

Staging Table

Displays the OWS staging table associated with the preceding source table.

If you have customized your ETL jobs or added rows or columns to your tables, you may need to modify this field.

Warehouse Table

Displays the warehouse table (OWE or MDW) associated with the preceding OWS staging table.

If you have customized your ETL jobs or added rows or columns to your tables, you may need to modify this field.

Warehouse Lineage Page

Use the Warehouse Lineage page (PF_WHOUSE_LINEAGE) to associate a source blueprint to each PeopleSoft source to define the lineage between source tables and warehouse tables.

Navigation

select EPM Foundation, then select EPM Setup, then select Warehouse Sources and Bus. Units, then select Warehouse Lineage

Image: Warehouse Lineage page

This example illustrates the fields and controls on the Warehouse Lineage page. You can find definitions for the fields and controls later on this page.

Use the Source Blueprint field to associate a blueprint with each PeopleSoft source you are using with EPM. This process define the lineage between source and warehouse tables for each PeopleSoft source.

Note: The blueprints you select for the Source Blueprint field are compatible with all supported source releases, regardless of the release number associated with the blueprint.