Setting Application-Level Profiles

Use application settings to update or clear application-level profiles that apply to target applications.

To set an application level profile:

  1. On the Setup tab, under Configure, select Application Settings.
  2. In Application Settings, from Target Application, select the Oracle Enterprise Performance Management Cloud application.
  3. Select application level profile settings.
  4. Optional: To clear a setting, select the value, and then click Delete.

    The value is removed but is deleted only when you save it.

  5. Click Save.

Table 2-4 Application Level Profile Options

Option Description
File Character Set

Specify the method for mapping bit combinations to characters for creating, storing, and displaying text.

Each encoding has a name; for example, UTF-8. Within an encoding, each character maps to a specific bit combination; for example, in UTF-8, uppercase A maps to HEX41.

Click Image shows Search button to view available character sets.

Encoding refers to mapping bit combinations to characters for creating, storing, and displaying text.

Convert the encoding to UNICODE if your source file is not in one of the supported formats.

Default POV Location

Specify the default POV location.

Default POV Period

Specify the default POV Period.

Default POV Category

Specify the default POV Category.

Global POV Mode

Specify the Global POV mode. When this is set to Yes, then other POVs are ignored.

Default Check Report

Specify the type of Check Report to use as the default check report at the application level. The following are pre-seeded check reports, but you can create a new one and specify it here:

  • Check Report—Displays the results of the validation rules for the current location (pass or fail status).

  • Check Report Period Range (Cat, Start per, End per)—Displays the results of the validation rules for a category and selected periods.

  • Check Report by Val. Entity Seq.—Displays the results of the validation rules for the current location (pass or fail status); sorted by the sequence defined in the validation entity group.

  • Check Report with Warnings—Displays the results of the validation rules for the current location. Warnings are recorded in validation rules and shown if warning criteria are met. This report does not show rules that passed the validation.

This setting is not available in the Financial Consolidation and Close.

Log Level

Specify the level of detail displayed in the logs. A log level of 1 shows the least detail. A log level of 5 shows the most detail.

Logs are displayed in Process Details by selecting the Log link.

Check Report Precision

Specify the total number of decimal digits for rounding numbers, where the most important digit is the left-most nonzero digit, and the least important digit is the right-most known digit.

This setting is not available in the Financial Consolidation and Close.

Display Data Export Option "Override All Data"

Specify Yes to display the Override All Data option in the Export Mode drop-down located on the Execute Rule screen.

When you select to override all data, the following message is displayed "Warning: Override All Data option will clear data for the entire application. This is not limited to the current Point of View. Do really want to perform this action."

Enable Map Audit

Set to Yes to create audit records for the Map Monitor reports (Map Monitor for Location, and Map Monitor for User). The default value for this setting is No.

Access to Open Source Document

When drilling down to the Data Management landing page, this setting determines access to the Open Source Document link (which opens the entire file that was used to load data).

  • Administrator—Access to Open Source Document link is restricted to the administrator user.

  • All Users—Access to the Open Source Document link is available to all users. All Users is the default setting.

Map Export Delimiter

Sets the column delimiter value when exporting member mappings.

Available delimiters are:

  • ! (exclamation mark)

  • , (comma)

  • ; (semi-colon)

  • | (pipe)

Map Export Excel File Format

Select the Excel file format to use when exporting member mappings:

  • Excel 97-2003 Workbook (*.xls)
  • Excel Macro-Enabled Workbook (*.xlsm)

Table 2-5 Application Level Profile Options

Option Description
Application Root Folder

The Application Root folder is the root folder for storing all files used to load data to the EPM application. You can use a separate root folder for each EPM application.

Based on this parameter, the system saves log files, generated files and reports to the appropriate folder under this root directory. Parameters must be set up on the server separately from this setup step.

Selecting the Create Application Folder button instructs the system to create a folder structure in the path specified in this field. The folder structure is (with sub-folders in each):

data

inbox

outbox

When you specify a folder at the application level, and select the Create Application Folder option, a set of folders is created for the application that includes a scripts folder. Create scripts specific to an application in this folder. This is especially important for event scripts that are different between applications. If you do not set up an application level folder, then you cannot have different event scripts by application.

If you specify a Universal Naming Convention (UNC) path, share permissions on the folder must allow access to the DCOM user for read/write operations. Use a Universal Naming Convention (UNC) path for the application root folder when Oracle Hyperion Financial Management and Data Management are on separate servers. Contact your server administrator to define the required UNC definition.

If an UNC path is not entered, then you must enter the absolute path. For example, specify C:\Win-Ovu31e2bfie\fdmee

File Character Set

Specify the method for mapping bit combinations to characters for creating, storing, and displaying text.

Each encoding has a name; for example, UTF-8. Within an encoding, each character maps to a specific bit combination; for example, in UTF-8, uppercase A maps to HEX41.

Click Image shows Search button to view available character sets.

Encoding refers to mapping bit combinations to characters for creating, storing, and displaying text.

Convert the encoding to UNICODE if your source file is not in one of the supported formats.

Default POV Location

Specify the default POV location.

Default POV Period

Specify the default POV Period.

Default POV Category

Specify the default POV Category.

Default Check Report

Specify the type of Report to use as the default report at the application level. The following are pre-seeded reports, but you can create a new one and specify it here:

  • Check Report—Displays the results of the validation rules for the current location (pass or fail status).

  • Check Report Period Range (Cat, Start per, End per)—Displays the results of the validation rules for a category and selected periods.

  • Check Report by Val. Entity Seq.—Displays the results of the validation rules for the current location (pass or fail status); sorted by the sequence defined in the validation entity group.

  • Check Report with Warnings—Displays the results of the validation rules for the current location. Warnings are recorded in validation rules and shown if warning criteria are met. This report does not show rules that passed the validation.

Enable Event Script Execution

Select Yes to enable the execution of application events such as before loading data (BefLoad) or after validation (AftValidate). Select No to disable the execution of application events.

Log Level

Specify the level of detail displayed in the logs. A log level of 1 shows the least detail. A log level of 5 shows the most detail.

Logs are displayed in Process Details by selecting the Log link.

Check Report Precision

Specify the total number of decimal digits for rounding numbers, where the most important digit is the left-most non-zero digit, and the least important digit is the right-most known digit.

Display Data Export Option "Override All Data"

Display the "Override All Data" option on the Export Mode drop-down on the Execute Rule screen.

When you select to override all data, the following message is displayed "Warning: Override All Data option will clear data for the entire application. This is not limited to the current Point of View. Do really want to perform this action."

Enable Map Audit

Set to Yes to create audit records for the Map Monitor reports (Map Monitor for Location, and Map Monitor for User). The default value for this setting is No.

Access to Open Source Document

When drilling down to the Data Management landing page, this setting determines access to the Open Source Document link (which opens the entire file that was used to load data).

  • Administrator—Access to Open Source Document link is restricted to the administrator user.

  • All Users—Access to the Open Source Document link is available to all users. All Users is the default setting.

Map Export Delimiter

Sets the column delimiter value when exporting member mappings.

Available delimiters are:

  • ! (exclamation mark)

  • , (comma)

  • ; (semi-colon)

  • | (pipe)

Map Export Excel File Format

Select the Excel file format to use when exporting member mappings:

  • Excel 97-2003 Workbook (*.xls)
  • Excel Macro-Enabled Workbook (*.xlsm)