Contents

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Preface

• Audience
• Documentation Accessibility
• Related Documents
• Customer Support
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation on the Oracle Technology Network
• Conventions

1 Introduction

• Basic RPASCE Concepts
  • Multidimensionality
  • Dimensions
  • Measures
  • Segments and Workspaces
• RPASCE Client
  • Administrative Workspaces and Wizards
  • Online Administration Tools
  • Dashboard Settings

2 User Administration

• Atomic User Management
  • Setting Up Users and Groups
• AUM Utilities
  • OCI IAM Migration Tool
  • Synchronize Users from OCI IAM
  • User Maintenance

3 Planning Data Schema Administration

• Introduction
• Configuration
• Partitioning
• Building PDS
• Patch PDS
• Post Build Steps
  • Check PDS
  • List PDS Status
  • Create Reporting Views in PDS
  • Load Dimension Data
    • Loading Dimension Data
  • Load Fact Data
  • PDS Manager
• Planning Data Schema Diagnostic Tool (PDS Explorer)
  • Home Page
    • Registered Applications
    • Facts
    • Batch Control Tags
    • Segment and Workbook
    • Administration
    • Download
• Planning Data Schema Default Web Services (through ORDS)
  • Apex User Creation
  • Default Web Services
    • Web Services URL
• OCI IAM Authorized Access to PDS Web Services in Apex/ORDS
  • Requirements
    • Get Bearer Token
  • Perform the ORDS Rest API Calls
    • Invoke Read PDS Web Service - Read all Measures
  • Write PDS Web Service to a Fact
  • Invoke Read PDS Web Service - Retrieve Data from a Fact

4 System Administration

• Hierarchy Maintenance Workbook
  • Hierarchy Maintenance Example
  • Hierarchy Maintenance Wizard
  • Hierarchy Maintenance View
  • Maintaining a User-Defined Dimension Within a Hierarchy
• Security Administration
  • Security Overview
    • User and Group Security
    • Position Level Security
    • Workbook Security
  • Security Administration Workbook
    • Workbook Template Rights View
    • Dimension Modification Rights View
    • Position Level Security Views
    • Workbook Template Limits Views
    • Max Domain Session Limit View
    • Max User Session Limit View
    • Group Workbook Template Default Rights View
  • Using the Security Administration Workbook
    • Accessing Security Administration
    • Setting or Modifying Users' Access to Workbook Templates
    • Changing a User's Ability to Modify Dimensions
    • Setting or Modifying Access to Positions (if Position Level Security has been Enabled)
    • Limiting the Number of Workbooks that a User Can Save
    • Limiting the Number of Workbooks Per Template
    • Limiting the Number of Workbooks that a Group Can Save
• Withdrawing Administrative Privileges or User Access Rights
  • Security Administration Workbook Withdrawal Scenario
    • Workbook Template
• Measure Analysis Workbook
  • Measure Analysis View
  • Accessing Measure Analysis
  • Reviewing and Editing Sales or Other Registered Measure Data
• XML Schema for Importing Users and Groups
• List Logged-In Users
• Schedule Dashboard Build

5 Online Administration Tools

• Online Administration Tools Templates
  • Copy from an Existing Admin Task
  • Delete a Scheduled Admin Task
  • Modify a Scheduled Admin Task
  • Submit a New Admin Task
  • General Submission Workflow
    • Select a Task Group
    • Select a Task
    • Setting Parameters
    • Setting the Schedule
    • Confirmation
    • Task Status Dashboard
    • Email Notification for OAT Tasks
  • System Administration Tasks
  • Manage Dimensions Task
  • Oracle Support Administration
  • List/Set/Unset PDS Integration Variables
  • Load Interface Mappings
  • Export Hierarchy Data Task
  • Export Measure Data Task
  • Manage Hierarchies Task
  • Expressions, Rules, and Rule Groups Information Task
  • Manage Informal Positions Task
    • Create Informal Positions in Bulk
    • Data Slice Copying
  • Measure Information Task
  • Purge Tasks from Task Status Dashboard Task
  • Rename Positions Task
  • Segment/Workspace Batch Operation Task
  • Enable/Disable Toggleable Features Task
  • Manage Workspaces Task
• Service Request Administration Tasks
  • Package Logs Task
• Bootstrap Administration Tasks
  • Build Application Task
  • Template Status Task
  • Unregister Application
• Retail Home Seeding
  • Retail Home Configuration
  • Updating Retail Home
• Application Administration Tasks
  • Task Status Dashboard
    • Dashboard Columns
  • Active Users
    • Other Active User Options

6 Data Administration

• CSV File Format
• Hierarchy Management
• Modifying Hierarchies
• Managing Dimension Data
• Managing Informal Positions
• Exporting Hierarchy Data
• Loading Measure/Fact Data
• Exporting Measure Data

7 Batch Administration

• Application-Specific Batch Tasks
  • Run Batch Task Group
  • Run Batch Measure Load Group
  • Run Batch Measure Export Group
  • Run Batch Calc Group
  • Uploading and Downloading Data Files

8 RPASCE Batch Schedule with POM

• RPASCE Batch Schedule
• POM Batch Monitoring
• POM System Administration
• POM Batch Administration
• POM Batch Scheduling
• Batch Integration through Restful Endpoints
• Custom Batch Schedule

9 Internationalization

• Translation in RPASCE
• Browser Setup
• Translation Administration Workspaces
  • Translation Administration Workspace
    • Dimension
    • Hierarchy
    • Measure
    • Message
    • Rule Group
    • Template
    • Template Group
    • User Group
  • Position Translation Administration Workspace
    • Building a Position Translation Administration Workspace
• Loading Internal Translation Measures
  • Position Translation
  • Template-Based Override for Measures
• Translation Tasks
  • Upload Custom Translations Task
  • Remove Custom Translations Task
  • Other Translation Tasks
  • Supported Translation Measures
• Miscellaneous
• Taskflow Components Translation

10 Resource Bundle Customization

• Editing Resource Strings
  • Roles
  • Editing Process
    • Application
    • Bundles
    • Languages
    • Resource
    • Text
    • Add or Edit
    • Remove Customization
    • Settings for the RPASCE UI
    • Settings for Retail Home
    • Resource Keywords

11 Informational Utilities

• Printing Measure Information
  • Submitting a Measure Information Task

12 Operational Utilities

• Setting Miscellaneous PDS Properties
  • Submit Online Admin Task for the PDS Property Service
    • Display the Current Value of the Named PDS Property
    • Update PDS Property to Value Provided (name=value)
• Setting Date and Time Variables
• Accessing the Calculation Engine Using mace
  • Submit Online Admin Task for Mace Service
    • Search for a Specific String
    • Print the Specified Rule
    • Print the Specified Rule Group
    • Print All the Rules and Rule Groups
• Managing Segments Using wbbatch
• Managing Workbooks Using wbmgr

13 Apex Diagnostic Tool

• Interface
  • Registered Applications
  • Facts
    • Fact Data
    • Dimensions
    • Levels
  • Batch Control Tags
  • Downloads

14 RPASCE Test Automation

• Introduction
• RPAC in Batch Framework
• Writing Test Cases
• Example
• Output
• Schema
  • RPAC Attributes, Values, and Variables
  • 1. RPAC Structure Tag
    • 1.1 testscript
    • 1.2 testsuite
    • 1.3 testcase
    • 1.4 once
    • 1.5 finalize
    • 1.6 setup
    • 1.7 teardown
  • 2. Application Measure Tags
    • 2.1 assert-application-measure-exists
    • 2.2 assert-application-measure-intx
    • 2.3 assert-application-measure-value-eq
    • 2.4 assert-application-measure-value-ge
    • 2.5 assert-application-measure-value-gt
    • 2.6 assert-application-measure-value-le
    • 2.7 assert-application-measure-value-lt
    • 2.8 assert-application-measure-value-ne
    • 2.9 assert-application-measures-match
    • 2.10 assert-application-popcount-value-eq
    • 2.11 assert-application-popcount-value-ge
    • 2.12 assert-application-popcount-value-gt
    • 2.13 assert-application-popcount-value-le
    • 2.14 assert-application-popcount-value-lt
    • 2.15 assert-application-popcount-value-ne
    • 2.16 set-application-measure
    • 2.17 register-measure
    • 2.18 unregister-measure
    • 2.19 unregister-measures
    • 2.20 get-measure-property
    • 2.21 clear-application-measure-list
    • 2.22 clear-application-measure
    • 2.23 backup-appl-measure
    • 2.24 dump-appl-measure
    • 2.25 load-appl-measure
    • 2.26 restore-all-appl-measure
  • 3. Dimension Tags
    • 3.1 assert-hier-exists
    • 3.2 assert-dimension-contain
    • 3.3 assert-dimension-exists
    • 3.4 assert-dimension-size
  • 4. Directory and File Tags
    • 4.1 assert-directory-does-not-exists
    • 4.2 assert-directory-exists
    • 4.3 assert-directory-is-empty
    • 4.4 assert-directory-structure
    • 4.5 assert-file-contains
    • 4.6 assert-file-does-not-exists
    • 4.7 assert-file-exists
    • 4.8 assert-file-is-empty
    • 4.9 assert-file-is-read-lock
    • 4.10 assert-file-is-write-lock
    • 4.11 compare-file-content
    • 4.12 compare-files
    • 4.13 copy-directory
    • 4.14 copy-file
    • 4.15 create-directory
    • 4.16 create-file
    • 4.17 erase-file
    • 4.18 rename-file
    • 4.19 remove-directory
    • 4.20 read-lock-file
    • 4.21 write-lock-file
    • 4.22 unlock-file
    • 4.23 assert-file-size-eq
    • 4.24 assert-file-size-ge
    • 4.25 assert-file-size-gt
    • 4.26 assert-file-size-le
    • 4.27 assert-file-size-lt
    • 4.28 assert-file-size-ne
  • 5. Sql Query Tags
    • 5.1 assert-sql-query-eq
    • 5.2 assert-sql-query-ge
    • 5.3 assert-sql-query-gt
    • 5.4 assert-sql-query-le
    • 5.5 assert-sql-query-lt
    • 5.6 assert-sql-query-ne
    • 5.7 call-rule-group
    • 5.8 call-special-expression
    • 5.9 dump-database-tables
    • 5.10 execute-bdi-extractor
    • 5.11 execute-bdi-importer
    • 5.12 execute-sql-query
    • 5.13 load-database-tables
    • 5.14 set-database-role
    • 5.15 sql-start-trace
    • 5.16 sql-stop-trace
    • 5.17 truncate-database-tables
  • 6. Workbook Measures Tags
    • 6.1 assert-workbook-measure-exists
    • 6.2 assert-workbook-measure-intx
    • 6.3 assert-workbook-measure-value-eq
    • 6.4 assert-workbook-measure-value-ge
    • 6.5 assert-workbook-measure-value-gt
    • 6.6 assert-workbook-measure-value-le
    • 6.7 assert-workbook-measure-value-lt
    • 6.8 assert-workbook-measure-value-ne
    • 6.9 assert-workbook-measures-match
    • 6.10 assert-workbook-popcount-value-eq
    • 6.11 assert-workbook-popcount-value-ge
    • 6.12 assert-workbook-popcount-value-gt
    • 6.13 assert-workbook-popcount-value-le
    • 6.14 assert-workbook-popcount-value-lt
    • 6.15 assert-workbook-popcount-value-ne
    • 6.16 set-workbook-measure
    • 6.17 edit-workbook-measure
    • 6.18 clear-workbook-measure-list
    • 6.19 clear-workbook-measure
    • 6.20 assert-measure-is-not-protected
    • 6.21 assert-measure-is-protected
  • 7. Workbook Operations Tags
    • 7.1 assert-window-contain-measure
    • 7.2 assert-window-exists
    • 7.3 assert-window-intersection
    • 7.4 assert-window-not-exists
    • 7.5 build
    • 7.6 calc
    • 7.7 close
    • 7.8 commit
    • 7.9 custom-menu
    • 7.10 set-hier-selection
    • 7.11 set-selected
    • 7.12 set-selection
    • 7.13 set-selections
    • 7.14 set-text
    • 7.15 set-tree-selections
    • 7.16 wizard-page-settings
    • 7.17 workbook-operations
    • 7.18 open
    • 7.19 rebuild
    • 7.20 refresh
    • 7.21 delete-informal-position
    • 7.22 update-dpm
    • 7.23 update-informal-positions
    • 7.24 dpmposentry
    • 7.25 dpmposinfo
  • 8. Workbook Execute Expression Tag
    • 8.1 workbook-execute-expression
    • 8.2 rule-debug-log
    • 8.3 rule-debug-start
    • 8.4 rule-debug-stop
  • 9. Processes, Tasks, Environment Variables, and DateTime Tags
    • 9.1 task-log
    • 9.2 task-start
    • 9.3 task-wait
    • 9.4 sleep
    • 9.5 shell
    • 9.6 set-date-format
    • 9.7 set-environment-variable
    • 9.8 rpas-today
    • 9.9 process-stop
    • 9.10 process-wait
    • 9.11 get-unique-file-path
    • 9.12 assert-numeric-value-eq
    • 9.13 assert-numeric-value-ge
    • 9.14 assert-numeric-value-gt
    • 9.15 assert-numeric-value-le
    • 9.16 assert-numeric-value-lt
    • 9.17 assert-numeric-value-ne
    • 9.18 assert-string-value-contains
    • 9.19 assert-string-value-does-not-contain
    • 9.20 assert-string-value-equal
    • 9.21 assert-string-value-not-equal
    • 9.22 if-numeric-value-eq-then-set
    • 9.23 if-numeric-value-ge-then-set
    • 9.24 if-numeric-value-gt-then-set
    • 9.25 if-numeric-value-le-then-set
    • 9.26 if-numeric-value-lt-then-set
    • 9.27 if-numeric-value-ne-then-set
    • 9.28 if-string-value-contains-then-set
    • 9.29 if-string-value-does-not-contain-then-set
    • 9.30 if-string-value-equal-then-set
    • 9.30 if-string-value-not-equal-then-set
  • 10. Misc Tags
    • 10.1 clear-all-measures
    • 10.2 fail
    • 10.3 log
    • 10.4 reset-seq-generator

15 Performance Diagnostic Tool

• Overview
• Collecting and Managing Performance Metrics
• Analyzing Workbook Performance

16 Additional Configuration

• Self-Service System Configuration

17 RPASCE Health Check Tasks

18 Maintenance Tasks

19 Logging Framework

• Log File and Format
• Access to Logs
• logAggregator Utility
• Json Log Format

20 Best Practices

• Measure to Fact Mapping and Optimal Fact Grouping
  • Measure to Fact Mapping
  • Optimal Fact Grouping
• Data Loading
• Free Expressions in Batch Control File

A Appendix: Troubleshooting