Administrator Steps

Administrator Prerequisites

As an administrator you need the Application - Create role to register the two applications, import the dimensions, and create a node type converter. You need the Views - Create role to create the maintenance view.

Administrator Process

1. Register and import the General Ledger application and Planning application.
2. Create a node type converter to convert the General Ledger Company node type to the Planning Entity node type.

Administrator Detailed Steps

1. Register and import the General Ledger application and include the Company segment.

   The following diagram shows the data chain:
   
   

   The following diagram shows the Company viewpoint nodes:
   
   

2. Register and import the Planning application and the Entity dimension.

   The following diagram shows the imported Entity data chain:

   
   
   

   The following diagram shows the Entity viewpoint nodes:
   
   

3. Create a node type converter to convert the General Ledger Company node type to the Planning Entity node type as shown below.

4. Create a maintenance view and create two viewpoints:
   • Create an Entity viewpoint using the Entity node set.
   • Create a Company viewpoint using the Company node set.
5. Give the user the name of the maintenance view and Participant(Write) permission to both applications.

Related Topics:

• Working with Applications

• Working with Node Type Converters

• Security Examples

• Exporting Dimensions