Establishing Warehouse Business Units Using the Business Unit Creation Wizard

Use the Business Unit Creation Wizard - Start page (PF_BU_WIZ_START) to access the Business Unit Creation Wizard and start the warehouse business unit creation process.

Use the Business Unit Creation Wizard - Review Set Controls from Source page (PF_BU_WIZ_STEP_1) to review the set controls from your PeopleSoft source systems.

This page enables you to review the set controls from all of your sources. Set control includes both source SetIDs and source business units. Review this list to make sure that you see the business units and SetIDs that you expect from each source. If business units are missing, you may not have run the setup ETL jobs properly. Check the ETL error logs and the Business Unit Wizard input tables mentioned above for potential problems. Assuming that you see the business units and SetIDs you expect, click Next to proceed to the Business Unit Creation Wizard - Address Set Control Collisions page.

Use the Business Unit Creation Wizard - Address Set Control Collisions page (PF_BU_WIZ_STEP_2) to review and resolve name collisions between and among incoming and existing warehouse set controls.

This page enables you to review name collisions between and among incoming and existing warehouse set controls. You should resolve the name conflicts by renaming the incoming set control unless you have a good reason to merge them. If you are adding a new database to an existing warehouse installation, this page gives you the opportunity to inspect name collisions between new, incoming set controls and those already in the warehouse.

You can allow colliding set controls to merge with existing set controls. However, note that an existing set control has SetID assignments on warehouse record groups at the time of its creation, and these assignments may not be consistent with those of the incoming set control. This increases the chances for SetID conflicts. The Business Unit Creation Wizard can fix these problems by reassigning warehouse SetIDs, but if data already exists in the warehouse, then some dimensions may have to be reloaded. It is preferable to rename conflicting set controls to avoid these problems. Once you have renamed conflicting set controls, click Next to proceed to the Business Unit Creation Wizard - Validate Mapping page. It may take some time to proceed to the next page as the system processes all the inputs and validates the mapping configuration.

Use the Business Unit Creation Wizard - Validate Mapping page (PF_BU_WIZ_STEP_3B) to review source to warehouse set control mappings and correct any set controls that collide in the warehouse.

This page displays a report based on your source to warehouse set control mappings and the analysis of SetID assignments for all incoming set controls. More specifically, the report displays any instance of SetID splitting (one-to-many SetID mappings) and total numbers of SetIDs created and merged. If all of the set controls have been made unique as suggested, the potential for conflicts should be minimized.

If conflicts exist, you have two choices:

• Let the system correct the conflicts: Click the Accept Proposed SetIDs and Save button to automatically reassign the SetIDs used by warehouse business units on various warehouse record groups in order to make the configuration valid. The system will attempt to eliminate conflicts by reducing the number of warehouse SetIDs in order to eliminate one-to-many mappings.

• Modify business unit mapping or SetID assignments manually: You can analyze the report to where SetID splitting is occurring, and remove the conflicts by either remapping business units or choosing different SetID assignments for warehouse business units.

Regardless of how you fix the problem, if conflicts are detected, you must return to the business unit mapping page and validate the configuration again, to make sure that all conflicts have been removed. Continue to iterate the validation process until you see no more conflicts.

See Defining Collision Mappings (Optional).

Once any conflicts are resolved, the process of creating warehouse business units and assigning SetIDs is complete. You only need to inspect the properties of the new warehouse and general ledger business units.

See Reviewing Warehouse and General Ledger Business Unit Creation.