Specifying Your EPM Sources
This topic provides an overview of the relationship between source system data and EPM, and discusses how to define warehouse sources.
Page Used to Specify EPM Sources
|
Page Name |
Definition Name |
Navigation |
Usage |
|---|---|---|---|
|
Define Warehouse Sources |
PF_WAREHOUSE_SRC |
EPM Foundation, EPM Setup, Warehouse Sources & Bus Units, Define Warehouse Sources |
Specify a source ID for a source transaction system and define its basic attributes, such as base language and currency. |
Understanding Source System Data and EPM
EPM enables you to extract, transform, and consolidate data from multiple source transaction systems into a series of target warehouse tables in the EPM database. This means that the EPM database is able to accommodate data from several PeopleSoft sources. Although the data is commingled in the EPM database, certain EPM processes require the ability to trace the data in target warehouse tables to its original source (original source transaction system). Other EPM processes use specific attributes associated with the source transaction system to process data. For example, the language swap utility uses the source system's base language for multiple language processing.
Because source system information is required, you must define the source in EPM and specify the attributes associated with that source using the Define Warehouse Sources page. Information specified on this page include source system ID (SRC_SYS_ID), base currency, and base language, and is used in several different EPM processes. Most notably, the source system ID is used in the ETL process and helps to maintain source data history as well as data uniqueness. Currency and rate type are used in multiple currency processing. The source system ID and default SetID are used later to define warehouse business units.
Single Signon and Your GL Source Database
The Global Consolidations analytical application has a feature that enables you to drill down to your source GL database from the consolidation audit using the PeopleTools single signon feature. The single signon feature enables you to access additional PeopleSoft FSCM transaction databases without entering an ID or a password after you have already been authenticated in another PeopleSoft database.
In order to use the Global Consolidations GL drill-down feature you must set up the single signon feature for each GL source in PeopleTools. You must also use the Define Warehouse Sources page to associate the GL source system ID with its corresponding single signon portal information. This information is used to build the URL to transfer to a GL instance.
See the product documentation for PeopleSoft EPM: Global Consolidations, and PeopleTools: Security Administration