Contents

• Documentation Accessibility
• Documentation Feedback
• Copyright Page

Introduction to Performance Management Architect

• Using Performance Management Architect
  • About Performance Management Architect
  • Performance Management Architect Modules
  • Performance Management Architect Utilities
  • Architecture
  • Process Overview
  • Accessing Performance Management Architect
  • Security
  • Upgrade Considerations
  • Post-Upgrade Tasks
  • Using FDMEE with Performance Management Architect
  • Using Data Relationship Management with Performance Management Architect
  • Lifecycle Management
  • Navigating Performance Management Architect
    • Toolbars
    • Menus
      • File Menu
      • Edit Menu
      • View Menu
      • Administration Menu
      • Help Menu
  • Transforming Classic Applications into Performance Management Architect
• Administering Performance Management Architect Servers
  • Performance Management Architect Services
  • Starting and Stopping Performance Management Architect Dimension Server
  • Starting and Stopping Performance Management Architect Application Server
  • Starting and Stopping Performance Management Architect Data Synchronizer Server

Managing Application Metadata

• Importing Metadata
  • Creating Flat Files
    • Flat File Encoding
    • Flat File Syntax
      • Special Characters in Flat Files
    • Dimensions Section
    • Dimension Associations Section
    • Members Section
    • Hierarchies Section
      • Specifying Primary and Shared Instances of a Member using IsPrimary
    • Property Array Section
  • Using Interface Tables
    • Configuring Interface Data Sources
    • Editing Interface Data Sources
    • Deleting Interface Data Sources
    • Defining Interface Tables
    • Clearing Interface Tables
  • Creating Import Profiles
    • Entering Properties
    • Mapping Dimensions
    • Reordering Existing Member Examples
    • Dimension Mapping—Property Mapping Options
      • Entering Interface Table Load IDs for Import Profiles
  • Managing Import Profiles
    • Importing Dimensions
      • Entering Load ID Information When Importing Dimensions
    • Editing Import Profiles
    • Viewing Import Profile Details
    • Deleting Import Profiles
• Working with Dimensions
  • Creating Dimensions
  • Understanding Shared and Local Dimensions
  • Modifying Properties
  • Considerations for Working with Planning Dimensions
    • Additional Planning Dimension Features
  • Alias Dimensions
  • User-Defined Attribute Dimensions
  • Custom Dimensions
  • Dimension Associations
    • Creating Dimension Associations
    • Viewing and Deleting Dimension Associations
  • Copying Dimensions
  • Viewing Application Membership
  • Working with Named Generations (Essbase (ASO) and Essbase (BSO) Only)
  • Working with Named Levels (Essbase (ASO) and Essbase (BSO) Only)
  • Organizing Dimensions
    • Creating Folders
    • Adding Dimensions to Folders
      • Copying Dimensions
      • Moving Dimensions
    • Renaming Folders
    • Deleting Folders
      • Deleting Folders Only
      • Deleting Folders with Content
  • Filtering Dimensions
  • Sorting Dimensions and Folders
  • Deleting Dimensions
  • Using the Grid Editor
    • Launching the Grid Editor
    • Searching for Members
    • Selecting Members
    • Selecting Properties
    • Working with the Grid Editor
      • Saving Member and Property Changes
      • Changing Dimensions
      • Viewing Ancestors
      • Creating Members
      • Adding Members
      • Removing and Deleting Members
      • Sorting Members and Properties
      • Copying and Pasting Cell Data
      • Adding and Removing Properties
      • Finding Properties
      • Closing the Grid Editor
  • Working with Smart Lists (Planning Only)
    • Creating Smart Lists
    • Smart List Names
    • Modifying Smart List Dimension Properties
    • Displaying #Missing with Smart Lists
  • Viewing Transaction Logs
  • Purging Transaction History
    • Launching the Transaction History Purge Utility
    • Viewing the Transaction History Purge Logs
    • Working with the Transaction History Purge Utility
      • Deleting Transactions
      • Using the Transaction History Purge Utility in a Command Window
      • Scheduling Database Cleanup Tasks
    • Native Database Log Considerations
• Working with Members
  • Creating Members
  • Working with Shared Members
    • Creating Shared Members by Copying and Pasting
    • Creating Shared Members Using the Member Selector
    • Selecting Members
    • Searching for Members Using the Member Selector
    • Shared Members within Planning Applications
  • Setting up Dynamic Time Series Members
  • Renaming Members
  • Removing and Deleting Members
    • Removing Members
    • Deleting Members
    • Excluding and Deleting Planning Members
  • Finding Members
  • Sorting Members
  • Collapsing the Parent
  • Reordering Children Members
  • Managing Orphan Members
    • Viewing Orphan Members
    • Deleting Orphan Members
  • Editing Property Values
  • Finding Properties
  • Working with User-Defined Attributes
    • Creating Associations
    • Creating User-Defined Attributes
    • Deleting User-Defined Attributes
  • Working with Member Formulas
    • Validating Formulas
    • Working with Formula Expressions
      • Prerequisites
      • Formula Expressions
      • Syntax
      • Including Smart List Values as Variables
      • Understanding Common Errors
  • Working with Members in Applications
    • Adding Members to Applications
    • Selecting Top Members
    • Excluding Members
    • Showing Excluded Members
    • Setting the Base Member
• Building Applications
  • About Applications
  • Workflow for Creating Applications
    • Manual Workflow
    • Application Wizard Workflow
  • Prerequisites
  • Creating Consolidation Applications
    • Selecting the Application Type
    • Selecting Dimensions
      • Adding Dimensions Using the Wizard
      • Manually Adding Dimensions
    • Modifying the Application Settings
      • Validating and Deploying
  • Creating Planning Applications
    • Selecting the Application Type
      • Defining Plan Types
      • Specifying the Default Currency
    • Selecting Dimensions
      • Defining Dimensions Using the Wizard
      • Manually Adding Dimensions
    • Modifying the Application Settings
      • Defining Base Time Periods and Monthly Distribution Spread
      • Defining Calendar Ranges
      • Modifying Performance Settings
      • Setting Data Type Evaluation Order
    • Validating and Deploying
  • Creating Standard, Detailed, and Management Ledger Profitability and Cost Management Applications
    • Selecting the Application Type
    • Selecting Dimension Types
      • Adding Dimensions Using the Wizard
      • Adding Dimensions Manually
    • Modifying the Application Settings
      • Modifying Application Settings Using the Dimension Library
      • Modifying Application Settings Using the Application Wizard
      • Setting the Properties for POV Dimensions
      • Reordering Children Members in Profitability and Cost Management Models
    • Validating and Deploying
  • Creating Essbase Applications
    • Application Requirements
    • Selecting the Application Type
    • Selecting Dimensions
      • Adding Dimensions Using the Wizard
      • Manually Adding Dimensions
    • Modifying the Application Settings
    • Validating and Deploying
  • Creating Generic Applications
  • Common Application Tasks
    • Including Dimensions in Applications
      • Converting Shared Dimensions to Local
      • Converting Local Dimensions to Shared
      • Synchronizing Dimensions with the Shared Library
    • Importing Dimensions into Applications
    • Removing Dimensions
    • Viewing Dimension Associations
      • Activating Dimension Associations
      • Viewing Dimension Associations
    • Setting the Dimension Alias
    • Setting the Dimension Sort Order and Dimension Density
      • Setting the Dimension Sort Order in the Property Grid
    • Viewing Application Membership
• Managing Applications
  • Navigating the Application Library
    • Modifying the Application Library View
    • Organizing Applications
      • Creating Folders
      • Adding Applications to Folders
      • Removing Applications From Folders
      • Renaming Folders
      • Deleting Folders
      • Creating Application Filters
    • Refreshing the Application Library
  • Editing Applications
  • Opening Applications
  • Closing Applications
  • Deleting Applications
  • Duplicating Applications
    • Duplicating Applications as New Applications
    • Duplicating Consolidation Applications as Deployed Applications
  • Finding Applications
  • Reregistering Applications
  • Comparing Applications
    • Navigating the Compare Results
      • Dimension Compare Results
      • Application Compare Summary
      • Property Compare Results
    • Excluding Members in the Compare Results
  • Viewing the Data Flow
    • Changing the Focal Application in the Data Flow
    • Viewing Synchronizations
    • Editing Synchronizations
    • Validating and Executing Synchronizations
    • Editing Applications
  • Validating and Deploying Applications
    • Validating Applications
    • Reviewing Deployment Logs for Errors
    • Deploying Planning Applications
    • Deploying Consolidation Applications
    • Deploying Profitability Applications
    • Deploying Essbase (ASO) and Essbase (BSO) Applications
    • Redeploying Applications
      • Considerations for Redeploying Planning Applications
      • Redeploying Planning Applications
      • Redeploying Essbase (ASO) and Essbase (BSO) Applications
      • Redeploying Detail Profitability Applications
  • Viewing the Application Deployment History
  • Troubleshooting Application Problems
    • Viewing Orphaned Applications
    • Running Application Diagnostics
    • Application Tests
    • Example: Test Failed—Deployed but Missing from Shared Services
  • Managing Planning Data Sources
    • Starting the Data Source Wizard
    • Entering Data Source Information
    • Selecting the Database
    • Configuring the Essbase Server
    • Viewing Summary Details
    • Deleting Data Sources

Managing Application Data Loads

• Synchronizing Data
  • Understanding Data Synchronization
  • Synchronizing Data in the Application Library
  • Synchronizing Data in the Data Synchronizer
  • Synchronizing Multiple Currency Planning Applications
  • Using Hyperion Data Interface Tables as Sources
    • Defining Interface Areas
    • Creating Synchronizations
  • Using External Files as Sources
  • Mapping Dimensions
    • Filtering Dimensions
      • Adding Reusable Filters
    • Editing a Reusable Dimension Filter
    • Inserting a Reusable Dimension Filter
    • Copying a Reusable Dimension Filter
    • Removing a Reusable Dimension Filter
    • Deleting a Reusable Dimension Filter
    • Adding and Editing Filter Criteria
    • Assigning Default Members
    • Inserting Mapping Tables
    • Editing Mappings
    • Saving Synchronizations
  • Working with Mappings
    • Creating Mapping Tables in the Dimension Mapping
    • Creating Mapping Tables in the Data Synchronizer
  • Working with the Data Synchronizer
    • Navigating the Data Synchronizer
      • Changing the Data Synchronizer View
      • Filtering Synchronizations
    • Editing Synchronizations
    • Editing Mapping Tables
    • Duplicating Synchronizations and Mappings
    • Deleting Synchronizations and Mappings
    • Validating and Executing Synchronizations
  • Troubleshooting Data Synchronizations

Job Management

• Managing Jobs
  • Working with the Job Console
  • Navigating the Job Console
    • Changing the Job Console View
    • Refreshing the Job Console
    • Creating Job Filters
      • Filtering Your Jobs
      • Filtering Jobs for Other Users
    • Security
      • Security for Submitting Jobs
      • Security for Displaying Jobs
  • Viewing Job Attachments
    • Viewing Import Results
    • Viewing Text Files
  • Deleting Jobs
  • Manually Time out Jobs
  • Performance Management Architect Logs
• Using Task Automation
  • Overview
  • Prerequisites for Task Automation
  • Managing Taskflows
  • Viewing Taskflows
  • Creating Taskflows
    • Performance Management Architect Actions
      • Data Synchronization
      • Import Dimensions From Flat File
      • Import Dimensions from Interface Table
      • Redeployment
    • Adding Stages
    • Shared Services Stage Actions and Parameters
    • Adding Links
  • Editing Taskflows
  • Deleting Taskflows
  • Copying Taskflows
  • Running Taskflows Manually for Testing
  • Controlling Access to Taskflows
  • Scheduling Taskflows
  • Viewing Taskflow Status
    • Stopping Active Taskflows
    • Viewing the Taskflow Participant Summary
    • Viewing the Taskflow Participant Details

Product-Specific Properties, Requirements, and Additional Considerations

• Working with Financial Management Dimensions
  • Account
    • Account Type Behavior
    • Defining Dynamic Accounts
  • Cell Text Label
  • Custom
  • Entity
  • Scenario
  • Application
  • Organization by Period
  • Consolidation Method
    • Using Consolidation Methods
    • Assigning Consolidation Methods Manually
  • Currency
  • System-Generated Accounts
    • Consolidation Accounts
    • Ownership Accounts
  • Setting Up Intercompany Partners
    • Editing System-Generated Value Members
  • Metadata Filtering Based on Security
  • Metadata Referential Integrity
    • Metadata Property Changes That Affect Referential Integrity
    • Metadata Log File Referential Integrity Errors
  • Dimension Naming Restrictions
  • Using Consolidation Flat Files Created in 9.3.1
  • Working with Financial Management 9.3.1 and Performance Management Architect
• Working with Planning Dimensions
  • Properties Applicable to All Planning Dimensions
  • Properties Common to Multiple Planning Dimensions
  • Account
    • Valid Combinations of Account Types and Dependent Properties
    • Time Balance Property Examples
      • Examples of Account Calculation for Zeros and Missing Values
  • Currency
  • Entity
  • Period
    • Considerations for Alternate Hierarchies in Period Dimensions
  • Scenario
  • Version
  • Year
  • Custom Dimensions
  • Planning Aliases
  • Planning Attributes
  • Working with Planning 9.3.1 and Performance Management Architect
  • Considerations for Working with Public Sector Planning and Budgeting
  • Considerations for Working with Essbase
  • Naming Restrictions for Applications (Essbase)
  • Naming Restrictions for Dimensions, Members, and Aliases
  • Working with Planning Flat Files
    • Sample Planning Flat Files (Regular)
    • Sample Planning Flat Files (Simple)
• Working with Profitability and Cost Management Properties
  • Dimension and Member Properties
• Working with Essbase Properties
  • Application Properties
  • Dimension and Member Properties
• Working with Statistical and System Properties
  • Statistical Properties
  • Dimension System Properties
  • Member System Properties

Property Considerations when Upgrading to this Release

• Property Differences from Earlier Releases
• Considerations when Comparing Applications to Deployed Applications
• New Properties Added to Performance Management Architect Since Release 9.3.3

Application Validations

Member Query Functions Used by the Data Synchronizer

• Using Member Query Functions
  • Special Considerations
  • Syntax
  • Examples
  • Parent
    • Syntax
    • Examples
  • Children
    • Syntax
    • Example
  • Ancestors
    • Syntax
    • Examples
  • Descendants
    • Syntax
    • Examples
  • Siblings
    • Syntax
    • Examples
  • Member
    • Syntax
    • Example
  • Match
    • Syntax
    • Examples
  • AllMembers
    • Syntax
    • Example
  • BottomOfHierarchy
    • Syntax
    • Examples
  • TopOfHierarchy
    • Syntax
    • Example
  • Level0
    • Syntax
    • Example

Configuration Settings in BPMA_Server_Config.xml

• Changing the Connection Time Out Setting