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Administrator's Guide
EPMWARE ®
Version 1.0
EPMWARE, Inc.
Published: July, 2015
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Contents
Administrator's Guide ...................................................................................................... 1
Contents ............................................................................................................................. 3
Introduction ....................................................................................................................... 5
Configuration ..................................................................................................................... 6
Infrastructure .................................................................................................................... 6
Servers ......................................................................................................................... 6
Databases .................................................................................................................... 8
Applications ................................................................................................................... 11
Applications Configuration.......................................................................................... 11
Applications Properties ............................................................................................... 17
Dimensions .................................................................................................................... 18
Dimension Configuration ............................................................................................ 19
Dimension Properties ................................................................................................. 20
Dimension Mapping .................................................................................................... 22
Properties ...................................................................................................................... 24
Property Mapping ....................................................................................................... 24
Property Validation ..................................................................................................... 25
Property Derivation ..................................................................................................... 28
Email Templates ............................................................................................................ 30
Global Settings .............................................................................................................. 33
Email Settings ............................................................................................................ 33
Application Settings .................................................................................................... 35
Web Settings .............................................................................................................. 38
User Defined Settings ................................................................................................ 38
Lookups ........................................................................................................................... 39
Security ............................................................................................................................ 43
Security Model ............................................................................................................... 43
Security Rules ................................................................................................................ 44
Roles .............................................................................................................................. 44
Requestor ................................................................................................................... 44
Reviewer..................................................................................................................... 44
Approver ..................................................................................................................... 45
4
Default ........................................................................................................................ 45
Users.............................................................................................................................. 46
Groups ........................................................................................................................... 51
Security Classes ............................................................................................................ 55
Security Provisioning ..................................................................................................... 58
Modules ...................................................................................................................... 59
Workflow .......................................................................................................................... 59
Workflow Tasks ............................................................................................................. 60
Workflow Builder ............................................................................................................ 63
Workflow Stages ........................................................................................................ 66
Deployment ...................................................................................................................... 69
Deployment Manager .................................................................................................... 70
Deployment Monitor ....................................................................................................... 73
Monitor Grid ................................................................................................................ 74
Deployment Status ..................................................................................................... 75
Status Legend ............................................................................................................ 76
Deployment Schedule .................................................................................................... 76
Logic Builder ................................................................................................................... 77
Logic Builder Editor ........................................................................................................ 81
Services ........................................................................................................................... 81
ERP Import ....................................................................................................................... 82
EPR Import Builder ........................................................................................................ 82
EPR Import Mapping ..................................................................................................... 86
Header Section ........................................................................................................... 86
ERP Import Monitor ....................................................................................................... 89
5
Introduction
EPMware is a master data management and workflow tool that manages master data
and enforces your organization’s workflow around the everyday processes that surround
your metadata changes. By configuring shared dimensions in EPMware, users request
metadata once and our workflow engine routes the request to obtain approvals and
deploys the metadata to the participating target systems. This allows standardization and
rationalization of your metadata to evolve as your organization develops its master data
strategy. The EPMware dashboard allows users, managers, and application
administrators to monitor the status of metadata requests in real time. Follow a request
from the initial Create stage through its Review, Approve and Deploy stages. A graphical
representation of each request's status in the workflow allows users to identify any
bottlenecks in the metadata request process and determine if an escalation is required.
Seamless integration to Hyperion EPMA, Classic Hyperion Financial Management
(HFM), Classic Essbase and Classic Planning applications allows EPMware to deploy
metadata without manual intervention or file manipulation from an administrator.
Approved metadata is automatically deployed or scheduled for deployment using our built
in scheduler.
One-click import of your target system hierarchies allows users to clearly visualize how
metadata will appear in their production environments. A configurable security module
integrates with your current LDAP or Microsoft Active Directory (MSAD). Build, maintain
and scale task driven workflows. Administrators model, build and maintain fully dynamic
and scalable workflows using the Workflow Builder™. By using a combination of stages
and tasks, Workflow Builder™ enables creation of any number of workflows that visually
define your organization’s business process, and then enforces it. The Workflow
Builder™ includes reusable workflow tasks, rule based validations, exception handling,
email notifications for all workflow stages, custom functions and scripting for limitless
customizations. Centrally manage metadata deployments using the EPMware
deployment module. It manages how and when metadata requests are deployed. Load
metadata on demand or schedule a batch to run during off hours. Deployment metrics for
all your EPM applications are on one page. Monitor in real time as “one time” or batches
are deployed to their respective target applications. Create a recurring calendar for daily,
weekly or monthly metadata deployments. Audit reports log every transaction, sign-off &
deployment. EPMware maintains a complete audit trail of all transactions from request to
deployment. Every transaction can be queried using reports included in the Audit module.
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Configuration
The configuration module is used by the Administrator for the initial configuration and the
ongoing administrative tasks of EPMware. The Configuration module is comprised of
the following components:
Infrastructure
Applications
Dimension
Property
Misc
Infrastructure
Servers Server Configuration enables the administrator to enter the Server Names, User ID’s,
Passwords and Descriptions that EPMware will use to communicate with the target
systems (e.g. HFM, Essbase, Planning). By default, this page will initially render blank
until a row is added.
To Add a Server
1. Select the icon to display the Add Server popup box.
2. Input Server Name, User Name, Password and Description (Optional)
3. Select Save to add the server to the Server Grid.
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To Edit a Server
1. Right click on a row and select Properties from the Menu to display the Server
Properties popup box.
2. Edit the properties as required.
3. Select Save to save the changes.
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To Delete a Server
1. Right click on a row and select Delete from the Menu.
2. The following confirmation popup will display
3. Select OK to delete the Server.
Note: Only one Server can be deleted at a time.
Databases
Database Configuration enables the administrator to enter the Database Names, User
ID’s, Passwords, TNS entries and Descriptions for the target databases that EPMware
will use to connect to (EPMA, HFM, Planning, etc). By default, this page will initially
render blank until a row is added.
To Add a Database
1. Select the icon to display the Add Database popup box.
2. Input Database Name, User Name, Password, TNS entry and Description
(Optional)
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3. Select Save to add the database to the Database Grid.
To Edit a Database
1. Right click on a row and select Properties from the Menu to display the
Database Properties popup box.
2. Edit the properties as required.
3. Select Save to save the changes.
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To Delete a Database
1. Right click on a row and select Delete from the Menu.
2. The following confirmation popup will display
3. Select OK to delete the Database.
Note: Only one Database can be deleted at a time.
11
Applications Applications Configuration defines a target application. The grid will be blank until an
initial row is added. The Upload button in the row will be grayed out until the record is
saved. Application Configuration had two Tabs, Configuration and Properties. The
Configuration Tab contains all the general application information. The Properties Tab
contains detailed properties for the application.
Note: Select the Enabled check box in the Grid to enable the Application and select
to save the change.
Applications Configuration
To Add a Target Application
1. Select the icon to display the Add Application popup box.
2. Input or select the following fields:
● Application Name - User defined name for the application.
● Target Application - Input target application name.
● Application Type - Select target application type.
● Version - Selects the target application version.
● Security Class – Select a Security Class defined during security class
configuration.
● Deployment - Select Deployment Method: Direct, File, Interface Tables.
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● Server Name - Select a Server defined during Server configuration.
● Database Name - Select a database defined during Database
configuration
● Target User Name - Input the target application user name.
● Target Password - Input the target application password.
To Import an Application
1. Select the icon in the Grid to import the application and display the
Application Import popup box.
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2. Select Auto Import to import the Application from the Target Application
Server or select Manual Import to Browse for a file to import.
Essbase (Classic)
o Manual Import
.xml formatted file
Run the following script in EAS to generate the .xml file:
Export outline ASOALL.Basic all dimensions to xml_file "c:/temp/ASOALL02.xml";
Planning (Classic)
o Auto Import
o Manual – Compress the following files using WinZip
Create one .csv file for each dimension using the
Essbase Outline Load Utility
LCM extract file
HFM (Classic)
o Manual Import
.xml formatted file
Use Metadata Extract from the HFM Application
EPMA Application
o Auto Import
o Manual Import – Compress the following files using WinZip
LCM Export file system
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3. The Application Progress Bar will display while the Import is running.
4. The Application Hierarchy Import Status popup will display when the import is
completed.
Note: Click the icon in the Grid to redisplay the Application Import Status
popup.
Note: If the Application Import is still running, the Cancel Import and View
Progress Bar buttons will be available on the Application Import Status popup.
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To Edit an Application
1. Right click on a row and select Properties from the Menu to display the
Application Properties popup box.
2. Edit the properties as required.
3. Select Save to save the changes.
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To Delete an Application
1. Right click on a row and select Delete from the Menu.
2. The following confirmation popup will display
3. Select OK to delete the Application.
Note: Only one Application can be deleted at a time.
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Applications Properties
To Add a Property
1. Select the icon to display the Add Properties popup box.
2. Input the Property Name, Property Value and Description.
3. Select Save to save the record.
To Edit a Property
1. Right click on a row and select Properties from the Menu to display the
Application Properties popup box.
2. Edit the properties as required.
3. Select Save to save the changes.
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To Delete a Property
1. Right click on a row and select Delete from the Menu.
2. The following confirmation popup will display
3. Select OK to delete the Property
Note: Only one Property can be deleted at a time.
Dimensions Dimension configuration defines dimensions imported from the target application and
how they will be managed in EPMware. Dimensions can be enabled and disabled,
assigned Security a Class, and alternate Dimension Labels can be assigned.
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Dimension Configuration Select and Application from the dropdown list to view the Dimensions.
Grid Columns
● Dimension - List of dimensions imported from target application.
● Security Class - Assigns Security Classes to the Dimension
● Enabled- Enable or Disable the Dimension in EPMware
● Description - User defined description.
To Assign a Security Class
1. Double click in the Security Class field and select a Security Class from the
dropdown list.
2. Select to save the changes.
To Edit a Description
1. Double click in the Description field to switch to edit mode and edit the
Description.
2. Select to save the changes.
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Dimension Properties
Select an Application and a Dimension from the dropdown lists to view the Properties
for the Dimension.
To Add a Property
1. Select the icon to display the Add Dimension Properties popup box.
2. Input the Property Name, Property Value and Description.
3. Select Save to save the record.
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To Edit a Property
1. Right click on a row and select Properties from the Menu to display the
Dimension Properties popup box.
2. Edit the properties as required.
3. Select Save to save the changes.
To Delete a Property
1. Right click on a row and select Delete from the Menu.
2. The following confirmation popup will display
3. Select OK to delete the Property.
Note: Only one Property can be deleted at a time.
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Dimension Mapping
Dimension Mapping enables a Dimension in one Application to be associated with a
Dimension in another application. A Dimension is selected in a row, and mapped to an
associated Dimension in another Application. The Mapping can be Enabled or Disabled
by selecting the check box and selecting to save the record.
The column headers will display all Active Applications in EPMware. Double click on
the Dimension column field to display a dropdown list of all active Dimensions for that
Application.
Note: A minimum of two Dimension column values must be selected before the row
can be saved.
Caution: Dimension Types must match if two application columns are of type
EPMA and the Dimensions are Shared in the EPMA Dimension Library.
Note: A row in the Line Item Grid on the Request Page will be created for each
application Dimension that is configured with Sync, including EPMA applications
using the Shared Library. The properties for EPMA applications using the Shared
Library can be overridden with different properties for individual applications. If
properties are changed for an individual application and the application is an EPMA
application using the Shared Library, the properties for the other applications using
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the Shared Library will be exported to EPMA as an Override.
To Create a Dimension Mapping
1. Select the icon to add a row to the top of the grid
2. Input a Dimension Label
3. Double click on the Dimension Field below the First application to be Mapped
and select a Dimension, then double click on the Options Field and select
Sync or select a Script.
4. Double click on the Dimension Field below the Next application to be Mapped
and select a Dimension and double click on the Options Field and select Sync
or select a Script.
5. Click to Save the row.
Dimension Mapping Example for mapping the Measures Dimension for BSO Demo
Classic and the Accounts Dimension for the BSOALL Application.
Note: The selection for the Options Column must be the same for the Mapped
Dimensions.
Caution: The new row or changes will not be committed to the database until the
Save icon is selected. After saving, the rows are automatically resorted
alphabetically.
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Properties Property configuration defines how Properties are Mapped, Validated, and Derived
between Applications and Dimensions in EPMware. A Property map can be created for
any Dimension that is mapped in EPMware. Property Map definitions can be enabled and
disabled and alternate Dimension Labels can be assigned. Properties for EPMA
applications and Classic applications can also be shared.
Property Mapping When a Property is mapped it will automatically populate the corresponding shared
properties in the other applications and dimensions. The Reviewer of the corresponding
application that is sharing the property has the option to change the property. The
property will appear in EPMA as an override. The column headers will display all
Applications associated with the selected Dimension. Double click on the Property
column field to display a dropdown list of all Properties for the Dimension.
Note: A minimum of two Property column values must be selected before the row
can be saved.
Caution: Property Types must match if two application columns are of type
EPMA and the Dimensions are Shared in the EPMA Dimension Library.
Note: A row in the Line Item Grid on the Request Page will be created for each
application Dimension that is configured with Sync, including EPMA applications
using the Shared Library. The properties for EPMA applications using the Shared
Library can be overridden with different properties for individual applications. If
properties are changed for an individual application and the application is an EPMA
application using the Shared Library, the properties for the other applications using
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the Shared Library will be exported to EPMA as an Override.
To Create a Property Map
1. Select the icon to add a row to the top of the Grid
2. Input a Property Label
3. Double click on the Property Field below the First application to be Mapped and
select a Property, then double click on the Options Field and select Sync or
select a Script.
4. Double click on the Property Field below the Next application to be Mapped and
select a Property and double click on the Options Field and select Sync or
select a Script.
5. Click to Save the row.
Property Mapping Example for mapping the Consolidation Property for BSO Demo
Classic and the Consolidation Property for the BSOALL Application.
Note: The selection for the Options Column must be the same for the Mapped
Dimensions.
Caution: The new row or changes will not be committed to the database until the
Save icon is selected. After saving, the rows are automatically resorted
alphabetically.
Property Validation
Property Validations provide a validation for a property in addition to the standard
validations inherent to the application. Property Validations are created at
ConfigurationPropertyValidations.
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To Create a Property Validation
1. Select the icon to display the Create Property Validation popup box.
2. Select the Application Name
3. Select the Dimension Name
4. Select the Property Name
5. Select a Validation Script
6. Enable or Disable the Property Validation
7. Input a Description
8. Select Save to save the record.
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Note: All Scripts are created and managed in the Scripts Module.
To Edit a Property Validation
1. Right click on a row and select Edit Properties from the Menu to display the
Edit Property Validation popup box.
2. Edit the properties as required.
3. Select Save to save the changes.
To Delete a Property Validation
1. Right click on a row and select Delete from the Menu.
2. The following confirmation popup will display
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3. Select OK to delete the Property Validation.
Note: Only one Property Validation can be deleted at a time.
Property Derivation
Property Derivation provides a method of deriving a property value from a Script.
Property Derivations are created at ConfigurationPropertyDerivations. A
Derivation Script must be created in the Scripts Module to define the Property
Derivation. The Script can then be selected in the Script Name column.
To Create a Property Derivation
1. Select the icon to display the Create Derivation popup box.
2. Select the Application Name
3. Select the Dimension Name
4. Select the Property Name
5. Select a Derivation Script
6. Enable or Disable the Property Derivation
7. Input a Description
8. Select Save to save the record.
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Note: All Scripts are created and managed in the Scripts Module.
To Edit a Property Derivation
1. Right click on a row and select Edit Properties from the Menu to display the
Edit Derivation popup box.
2. Edit the properties as required.
3. Select Save to save the changes.
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To Delete a Property Derivation
1. Right click on a row and select Delete from the Menu.
2. The following confirmation popup will display
3. Select OK to delete the Property Derivation.
Note: Only one Property Derivation can be deleted at a time.
Email Templates Email Templates are utilized in Workflows to notify Requestors, Reviewers and
Approvers of the actions taken during the Request and Workflow process. The Email
Template Grid displays all the available templates that have been created.
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Email Template Grid
Variable Tags are available to customize the email templates and make them dynamic.
Variable Tags:
<REQUEST_ID>
<REQUEST _DESCRIPTION>
<REQUESTOR_FIRST_NAME>
<REQUESTOR_LAST_NAME>
<EPMWARE_URL>
<LINE_NUM>
<TASK_STATUS>
<USER_NAME>
To Add an Email Template
1. Select the icon to display the Email Template Properties popup box.
2. Input text and Variable Tags for all required fields.
3. Select Save to save the record.
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Email Template Example
To Edit an Email Template
1. Right click on a row and select Properties from the Menu to display the Email
Template Properties popup box.
2. Edit the properties as required.
3. Select Save to save the changes.
To Delete an Email Template
1. Right click on a row and select Delete from the Menu.
2. The following confirmation popup will display
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3. Select OK to delete the Email Template.
Note: Only one Email Template can be deleted at a time.
Global Settings Select ConfigurationMiscGlobal from the navigation menu to access Global
Settings. Configure Global Settings for the entire EPMware application.
Select a tab to configure:
Email Settings
Application Settings
Web Settings
User Defined Field Settings
Email Settings Email Settings contains all the Global Email Setting for EPMware application. The
following are the available settings:
Email Domain Name
Email Server Name
Email Timeout in ms
From Email Address
Maximum # of file attachments
Maximum length of the Email
Maximum size of the of the attached file
Non Production environment email prefix
Production Database Name
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Global Email Settings Example
To Edit Email Settings
1. Double click on the Value or Description field to switch the field to edit mode
2. Edit the properties as required.
3. Select to save the changes.
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Application Settings
Application Settings contains all the Global Application Settings for the EPMware
application.
The following table contains all the available Application settings:
Application Setting Description
BPMA Server URL BPMA Server URL
Database Trace Identifier Debug database Trace identifier
Date Format Specify Date Display format (For
example MM/DD/RRRR)
Debug level Specify Debug Level (1-Error only, 2-
Warning,3-All)
Debug Purge Days Specify # of Days to retain Debug
information
Deployment Service Sleep Interval Deployment Service Sleep Interval
(Seconds)
EPMware Application URL Specify URL of the EPMWARE
application
Essbase Home Directory Specify Essbase Home directory
Files Archive DB Directory Specify DB directory to archive files
Hyperion Cluster Name Specify Cluster name
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Hyperion Home Directory Specify directory for
EPMA/HYPERION Home
Organization Name Specify Organization name
SSH Port Specify port # for SSH
communications
SSH Timeout (in minutes) Specify SSH Timeout in minutes
Specify prefix for the Debug files Specify prefix for the Debug Files
Specify prefix for the Report Files Specify prefix for the Report Files
Stage DB Directory Specify DB directory for temporary
file generations
Temp DB Directory Specify DB directory for temporary
file generations
Turn On/Off debug messages Enable/disable debug messaging
Turn On/Off debug messages to be
inserted into debug table
Enable/disable debug messaging in
table
User Authentication Directory Type
(LDAP or MSAD)
User Authentication Directory Type
(LDAP or MSAD)
Workflow Service Sleep Interval Workflow Service Sleep Interval
(Seconds)
Workspace Server URL Workspace Server URL
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Global Application Settings Example
To Edit Application Settings
1. Double click on the Value or Description field to switch the field to edit mode
2. Edit the properties as required.
3. Select to save the changes.
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Web Settings Web Settings contains all the Global Web Settings for the EPMware application.
To Edit Web Settings
1. Double click on the Value or Description field to switch the field to edit mode
2. Edit the properties as required.
3. Select to save the changes.
User Defined Settings User Defined Settings define up to 3 custom User Defined Fields for the Request Page:
UD1, UD2 and UD3. The fields can be used to capture data on the Request for items
such as Request Type, Internal Ticketing Systems or other Tracking Systems.
User Defined Fields
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User Defined Settings Description
Enabled On/Off
Display Type Input or Lookup
Display Label Description displayed on the Request
Data Type String, Numeric or Date
Lookup Reference to values defines in the
Lookup table.
Required On/Off – Identifies if the User
Defined Field is required.
To Edit User Defined Settings
1. Double click on a field in the column to switch the field to edit mode
2. Edit the properties as required.
3. Select to save the changes.
Lookups
Select ConfigurationMiscLookups from the navigation menu. Configure items
populated in dropdown boxes throughout the entire EPMware application. Select a
Lookup by using Search by Name or Description or by scrolling using the arrow buttons
on the upper right.
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To Add a Lookup
1. Select the icon in the header to display a new header record.
2. Input the Lookup Name and Description.
3. Select Save to save the header.
Note: The Lookup record must be saved before a Lookup Code can be added.
Caution: Seeded Lookups are not allowed to be edited or deleted. They are Read
only.
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Lookup Code Settings Description
Enabled On/Off
Lookup Code Code to Reference Lookup
Meaning Description displayed on the Control
Description Description of the Lookup record
Display Seq.# To order the Lookup values
To Add a Lookup Code
1. Scroll to or Search for the Lookup record.
2. Select the icon to display the Add New Lookup Code popup box.
3. Input the required fields.
4. Select Save to save the record.
42
To Delete a Lookup Code
1. Right click on a row and select Delete from the Menu.
2. The following confirmation popup will display
3. Select OK to delete the Lookup Code.
Note: Only one Lookup Code can be deleted at a time.
To Edit a Lookup Code
1. Right click on a row and select Properties from the Menu to display the Lookup
Code Properties popup box.
2. Edit the properties as required.
3. Select Save to save the changes.
43
Security
The Security module is used by the Administrator for the initial configuration and for
ongoing administration of Security. The Security module is comprised of the following
sections:
Users
Groups
Classes
Provisioning
Security Model The Security model consists of three components:
● Roles
○ Requestor
○ Reviewer
○ Approver
44
○ Default
● Modules
○ Metadata
○ Logic
○ Audit
○ Security
○ Config
○ Workflow
○ Deployment
● Security Classes - Defined by Administrator
Users and Groups are provisioned for each component using Security Provisioning.
Security Rules The following rules are applied in the security engine to qualify menu, content and
operations that users perform in the application:
● Security classes are created by the Administrator to secure Applications and
Dimensions.
● Modules dictate which menu options are available to the User.
● Roles dictate the functions users perform.
Note: Modules and Roles are system defined and can’t be edited.
Roles Roles determine the functions that are performed by the user. A user must be assigned
at least one Role.
Requestor Users who are assigned this role create new Requests for metadata. The Requestor role
does not allow Review or Approval of requests.
Reviewer Users who are assigned this Role review metadata Requests. The Approve and Reject
menu items for Users Actions on the Request page are displayed for this role if following
conditions are met:
45
User has the Reviewer role.
User has Metadata module assigned.
User has access to Request level security constraints:
o Reviewer is assigned to this task OR in the Group assigned to this task.
See (Request Workflow Workflow TasksReview Task.)
o Request is in Pending Review Stage.
Note: When the Request is Submitted a snapshot of Users and Groups for the
Workflow that is selected for the Request are bound to the Request. Therefore,
Pending and Closed Requests are not impacted if the Workflow Task is changed.
Caution: Reviewers can only review Request Lines to which they have Security
access.
Approver Users who are assigned this Role Approve metadata Requests. The Approve and
Reject menu items for Users Actions on the Request page are displayed for this Role if
following conditions are met:
User has the Approver role
User has Metadata module assigned
User has access to Request level security constraints:
o Reviewer is assigned to this task OR in the Group assigned to this task.
See (Request Workflow Workflow TasksReview Task.)
o Request is in Pending Approval Stage.
Note: When the Request is Submitted a snapshot of Users and Groups for the
Workflow that is selected for the Request are bound to the Request. Therefore,
Pending and Closed Requests are not impacted if the Workflow Task is changed.
Caution: Approvers can only approve Request Lines to which they have Security
access.
Default The Default role is for Users not that are not Requestors, Reviewers or Approvers. For
example, this role can be assigned to a User that will only have read access or only
access to Explorer.
46
Users The Users page is for User administration of the EPMware application. Users can be
queried, added, deleted, disabled and assigned to Groups.
Note: Both Native and MSAD users can be assigned to Native Groups.
Note: Select the check box in the Inactive column to disable a User.
Caution: The grid Right Click Menu will not show the Delete option when the LDAP
radio button is checked.
To Add a Native User
1. Select the icon to display the Add Native User popup box.
2. Input Required Fields
3. Select Save to add the User.
47
To Edit a Native User
1. Right click on a row and select Edit User from the Menu to display the Edit User
popup box.
2. Edit the User profile as required.
3. Select Save to save the changes.
Note: If Edit User is selected for an LDAP User, the input boxes will be grayed out.
48
To Delete a Native User
1. Right click on a row and select Delete from the Menu.
2. The following confirmation popup will display
3. Select OK to delete the User.
Note: Only one User can be deleted at a time.
Caution: The Delete menu option will be grayed out if an LDAP User is selected.
49
To View Groups for a User
1. Right click on a row and select View Groups from the Menu to display the View
Groups popup box.
2. Select Close to close the window.
To Assign a Group to a User
1. Right click on a row and select Assign Groups from the Menu to display the
Assign Groups shuttle window.
2. Select a Group from the available Groups in the left pane
3. Select the Right Arrow and push the Group to the right pane to assign it to the
User.
4. Select Save to save the changes.
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To Un-assign a Group for a User
1. Right click on a row and select Assign Groups from the Menu to display the
Assign Groups shuttle window.
2. Select the Group to remove from the right pane.
3. Select the Left Arrow and push the Group to the left pane to un-assign it for the
User.
4. Select Save to save the changes.
51
Groups The Groups page is used to Administer Groups for the EPMware application.
Note: Native and LDAP users can be assigned to Native Groups.
Note: Select the check box in the Inactive column to disable a Group.
To Add a Group
1. Select the icon to display the Add New Group popup box.
2. Input Name and Description
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3. Select Save to add the Group.
To Edit a Group
1. Right click on a row and select Edit Group from the Menu to display the Edit
Group popup box.
2. Edit the Properties as required.
3. Select Save to save the changes.
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To Delete a Group
1. Right click on a row and select Delete from the Menu.
2. The following confirmation popup will display
3. Select OK to delete the Group.
Note: Only one Group can be deleted at a time.
To View Users for a Group
1. Right click on a row and select View Users from the Menu to display the View
Users popup box.
2. Select Close to close the window.
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To Assign a User to a Group
1. Right click on a row and select Assign Users from the Menu to display the
Assign Users shuttle window.
2. Select a User from the available Users in the left pane
3. Select the Right Arrow and push the User to the right pane to assign it to the
Group.
4. Select Save to save the changes.
To Un-assign a User from a Group
1. Right click on a row and select Assign Users from the Menu to display the
Assign Users shuttle window.
2. Select the User to remove from the right pane.
3. Select the Left Arrow and push the User to the left pane to un-assign it for the
Group.
4. Select Save to save the changes.
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Security Classes Security Classes are used to secure Applications and Dimensions in EPMware.
Security Classes are created by the Administrator and are assigned to applications and
dimensions. Security Classes are Provisioned on the
ConfigurationSecurityProvisioning page. Provisioning assigns the Security Class
to a Security Group and assigns Read or Write access.
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To Add a Security Class
1. Select the icon to display the Add Server popup box.
2. Input the Security Class Name and Description (Optional)
3. Select Save to add the Security Class.
To Edit a Security Class
1. Right click on a row and select Properties from the Menu to display the Class
Properties popup box.
2. Edit the properties as required.
3. Select Save to save the changes.
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To Inactivate a Security Class
1. Select the Inactivate check box on the row in the grid.
2. Select to save the changes.
To Delete a Security Class
1. Right click on a row and select Delete from the Menu.
2. The following confirmation popup will display
3. Select OK to delete the Security Class.
Note: Only one Security Class can be deleted at a time.
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Security Provisioning Security Provisioning is used to assign access to Groups in the EPMware application. It
is a four tiered Security model consisting of Groups, Roles, Modules and Classes. At
least one selection from each tier is required to properly provision a Group. The Security
Provisioning grid will display the following three sections in the columns: Roles, Modules
and Classes. The rows of the grid display the Groups created in Security Groups.
Each intersection of the rows and columns has a checkbox or dropdown to define the
group’s access rights. The Roles Section has User Roles for EPMware, Requestor,
Reviewer, Approver and Default. The Modules Section controls access to the
EPMware Modules. The Workflow and Deployment columns of the Modules Section
have a dropdown to select Read, Write or None access. The Classes section displays
all the Security Classes created in EPMware. Each Security Class and Group
intersection has a dropdown to assign Read, Write or None access.
Note: See Security Groups, Security Roles and Security Classes for more
information on creating and administering Groups, Roles and Classes.
Caution: The Navigation Menu will not display Modules for
Users of a Group if the Group is not assigned access to that Module.
Page
Navigator
Group
Search
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Modules Modules control access to the following EPMware elements:
Metadata - Grants access to Metadata Requests
Scripts - Grants access to Script Requests
Audit - Grants access to the Audit Module
Security - Grants access to Security Configuration
Config - Grants access to EPMware Configuration
Workflow - Grants access to the Workflow Module
Deployment - Grants access to the Deployment Module
To Provision or Edit a Group
1. Use the Group Search Box or the Page Navigator to display the Group.
2. Select at least one checkbox or dropdown value from the Roles, Modules and
Classes sections.
3. Select to save the Provisioning changes.
Workflow
The Workflow module is used by the Administrator for the initial configuration and the
ongoing maintenance of EPMware Workflows. The Workflow module is comprised of the
following components:
Workflow Tasks
Workflow Builder
A Workflow is comprised of a series of user defined Stages which contain Workflow
Task. Workflow Tasks are created and maintained at WorkflowTasks. Workflows
are created at WorkflowBuilder.
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Workflow Tasks Tasks are individual operations which are then assigned to Stages. Tasks are associated
with an Email Template, Security Group and Custom Function.
A Task consists of the following components:
Name - User defined name for the Task
Description - A Description of the Task
Action:
o Review
o Approve
o Validate
o Deploy
o Notify
o Custom
Email Template - Email Templates created using Email Template Configuration
Security Group - Groups created using Group Configuration. (Only valid for
Review and Approve Actions).
Custom Function - A script defined in the Logic Bulder
# of Approvals – Defines how many Approvals are required for the Task. (Only
valid for Review and Approve Actions).
To Create a Workflow Task
1. Select the icon to display the Task Properties popup box.
2. Input the Task Name and Description (Optional)
3. Select an Action from the dropdown box.
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4. Select an Email Template from the dropdown box.
5. Select a Security Group from the dropdown box
6. Input the # of Approvals.
7. Select Custom Function (only applicable if Action is Custom)
8. Select Save to save the Task.
To Edit a WorkFlow Task
1. Right click on a row and select Edit Properties from the Menu to display the
Task Properties popup box.
2. Edit the properties as required.
3. Select Save to save the changes.
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To Delete a Workflow Task
1. Right click on a row and select Delete Task from the Menu.
2. The following confirmation popup will display
3. Select OK to delete the Workflow Task.
Note: Only one Workflow Task can be deleted at a time.
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Workflow Builder Workflows are created and configured by adding Stages to a Workflow. Stages are
comprised of a set of Tasks. Tasks are individual operations defined by the Administrator
using WorkflowTasks. The Tasks are then assigned to a Stage.
Note: Changing a Workflow will not affect Requests in progress. A snapshot of the
workflow is taken when the Request is created and is bound to the Request, so the
request will continue to use the workflow as it existed at the time the Request was
created.
Click on the green Start node to view the Workflow properties or click on a Stage node
to view the Stage properties in the Grid.
Workflow Properties:
● Name - User defined name
● Priority - Assigns a Priority to the Workflow
● Description - User defined description
● Security Class: Assigns a Security Class to the Workflow
● Enabled - Enable or Disable the Workflow
● Visible - Makes the Workflow visible in the drop down on the Request
● Metadata - Workflow is valid for Metadata Request
● Scripts - Workflow is valid for a Script Request
To Create a Workflow
1. Select the icon to display the Workflow Properties popup box.
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2. Input the Workflow Name and Description (Optional)
3. Select a Priority from the dropdown box.
4. Select an Email Template from the dropdown box.
5. Select a Security Class from the dropdown box.
6. Select the Enabled, Visible, Metadata and Scripts checkboxes as required.
7. Select Save to save the Task.
To Edit a Workflow
1. Right click on the green Start node and select Edit Properties from the Menu to
display the Workflow Properties popup box.
2. Edit the properties as required.
3. Select Save to save the changes.
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To Delete a Workflow
1. Select the Workflow to delete from the Workflow drop down
2. Click on the Actions button and select Delete Workflow from the Menu.
3. The following confirmation popup will display
4. Select OK to delete the Workflow.
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Workflow Stages
Any combination of Workflow Stages can be added to a Workflow to meet company
requirements. Workflows are created and configured by adding Stages to a Workflow.
Stages are comprised of a set of Tasks. Tasks are individual operations defined by the
Administrator using WorkflowTasks. The Tasks are then assigned to a Stage.
Workflow Stage Properties:
● Stage # - Determines where the Stage is positioned in the workflow.
● Name – User defined name
● Description - User defined description
● Action:
o Review
o Approve
o Validate
o Deploy
o Notify
o Custom
To Add a Stage to a Workflow
1. Select the Workflow from the Workflow drop down
2. Click on the Actions button and select Create Stage from the Menu to display
the Stage Properties popup box.
3. Input a number for Stage # to define the order of the Stage in the Workflow.
4. Input the Stage Name and Description (Optional)
5. Select an Action for the Stage.
6. Select Save to add the Stage.
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Note: The Stage # determines where the Stage is positioned in the workflow.
For example Stage# 20 will appear after Stage# 10 etc.
To Assign a Task to a Stage
1. Select a Stage node to display the Stage Configuration Grid
2. Click on the Actions button and select Assign Task from the menu to display
the Assign Tasks popup box.
3. Select the checkbox next to the Tasks to assign it to the Stage.
4. Select Save to assign the Task.
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To Edit Task Properties from Workflow Builder
1. Select a Stage node to display the Stage Configuration Grid
2. Right click on a row and select Edit Properties from the Menu to display the
Task Properties popup box.
3. Edit the properties as required.
4. Select Save to save the changes.
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Deployment
The Deployment module is used by the Administrator for the initial configuration and the
ongoing maintenance of EPMware Deployments to the target applications. The
Deployment module is comprised of the following Components:
Deployment Manager
Deployment Monitor
Deployment Schedule
Deployments are created by Application, Workflow or Request. Pre-Deployment and
Post-Deployment scripts may be added to customize the Deployment process.
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Deployment Manager Deployments are created and managed with Deployment Manager.
A Deployment consists of the following components:
Name - User defined name for the Task
Description - A Description of the Task
Type:
o Application - Will deploy all approved Request the application
o Workflow - Will deploy all Approved Requests for the Workflow
o Request - Deploys and individual or group of Requests.
Pre-Deployment Scripts - A script created in Logic Builder which will run a Pre-
Deployment process before the metadata is deployed to the target application.
Post-Deployment Scripts - A script created in Logic Builder which will run a
Post-Deployment process after the metadata is deployed to the target
application.
Note: All scripts are created and managed in Logic Builder.
To Create a Deployment
1. Select the icon to display the Add Deployment popup box.
2. Input the Deployment Name and Description (Optional)
3. Select a Deployment Type.
4. Select a Pre-Deployment Script.
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5. Select a Post-Deployment Script.
6. Select Save to save the Deployment
To Edit a Deployment
1. Right click on a row and select Edit Properties from the Menu to display the
Deployment Properties popup box.
2. Edit the properties as required.
3. Select Save to save the changes.
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To Delete a Deployment
1. Right click on a row and select Delete Task from the Menu.
2. The following confirmation popup will display
3. Select OK to delete the Workflow Task.
Note: Only one Deployment can be deleted at a time.
To Schedule a Deployment
1. Select the icon to display the Schedule Deployment popup box.
2. Select the frequency for the Deployment Schedule
3. Input or Select the parameters for the Schedule.
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4. Select Save to save the Deployment Schedule.
Deployment Monitor The grid will display each Deployment instance that is generated based on the
Deployments defined on the Deployment Manager tab. To redeploy a deployment that
has a status of Failed or Partial in the Status column, right click on the row and select
Redeploy. This will place all un-deployed requests back in the pool for the next
scheduled deployment. To redeploy an individual Request, click on the Deployment ID
to display the Deployment Status popup then right click on a row and select Redeploy.
The redeployment for the individual Request will run on the next scheduled Deployment.
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Monitor Grid
● Deployment Id - Unique ID assigned to the Deployment.
● Name - Name of Deployment as defined on Manager Tab.
● Description - Deployment description as defined on Manager Tab.
● Type - Deployment Type defined on the Manager Tab
○ Application
○ Workflow
○ Request
● Start Time - The date and time that the Deployment instance began running.
● End Time - The date and time that the Deployment instance completed.
● Status - Will display either Running or Completed
● Log - Will display the log file pertaining to this deployment instance.
Grid Filter
The Filter icon will display the Grid Filter popup
Filter Icon
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Deployment Status
Note: The Deployment Status popup is displayed by clicking on the Request ID in
the Deployment Monitor Grid
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Status Legend
Completed -This icon indicates the deployment has completed
successfully.
Pending - This icon indicates the deployment has an action pending, but the
deployment will finish once the pending action is complete.
Partial - A partial status is indicated when some metadata Request lines on a
Request have been deployed, but other lines have failed to deploy. To change
from Partial status to Complete, the failed line on the Request must be fixed and
the Deployment Redeployed or the Deployment must be manually Closed.
Failed - This icon will indicate the deployment has failed and will not finish
without user intervention.
Running -This icon will indicate the deployment does not have any actions
pending, and is currently running.
Note: Right clicking on a row in the Deployment Status popup will display
the menu option Redeploy. Selecting Redeploy will put the individual
Request in the eligible pool for the deployment engine to pick up on the next
run.
Deployment Schedule The grid displays all scheduled Deployments to target applications. It is used to monitor
future Deployments. Future Deployments can be changed on the Manager Tab by
modifying the Deployment's schedule.
Grid Columns:
● Name
● Description
● Next Deployment Date
● Frequency
● Type
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Logic Builder
Logic Builder is used to create, delete, edit and validate scripts for use in other EPMware
Modules. A Logic Builder grid displays all the scripts. Left clicking on a row will display
the script in the pane below the grid. The script can then be validated, edited and saved.
If delete is selected, a popup will display to confirm deletion of the Script. A referential
integrity check is performed to ensure the script has not been assigned anywhere in the
application. If the script is being used, an error message displays notifying the user to
disassociate the script and then attempt to delete it again. Clicking the icon in the
editor pane will validate the script.
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Note: Use the checkbox on the row to Enable or Disable a script. A script will not
appear in any modules if disabled.
To Create a Script
1. Select the icon to display the Create Script popup box.
2. Input the Script Name and Description (Optional)
3. Select a Script Type.
4. Input DB Function Name if applicable.
5. Select the Enabled checkbox to enable a script or uncheck to disable.
6. Select Save to save the script.
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To Upload a Script File
1. Select the icon on a row in the grid.
2. Use the Browse button to select the script file.
3. Select the Upload button to upload the file or Cancel to cancel the upload.
Note: A script file can only be uploaded to an existing Script.
To Edit a Script’s Properties
1. Right click on a row and select Properties from the Menu to display the Edit
Script popup box.
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2. Edit the properties as required.
3. Select Save to save the changes.
To Delete a Script
1. Right click on a row and select Delete from the Menu.
2. The following confirmation popup will display
3. Select OK to delete the Script.
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Logic Builder Editor
The Logic Builder Editor is displayed when a script is selected in the grid by left clicking
on the row. The script is displayed in the Editor at the bottom of the page. The name of
the script is displayed in the blue box. Select the Save icon to save the changes.
To Edit a Script
1. Left click on the script in the grid to display it in the Logic Builder Editor.
2. Edit the script as required
3. Select the icon to validate the script.
4. Select the icon to save the changes.
Services
The Services page is located at AdministrationServices and has the current status
of the EPMware Services. The Workflow and Deployment services can be Stopped
and Started from this page.
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ERP Import
The ERP Import module is used by the Administrator to import metadata from an
ERP source system into EPMware. This module also has an ERP Import Scheduler to
schedule imports. The ERP Import module is comprised of the following components:
ERP Import Builder
ERP Import Mapping
ERP Import Monitor
ERP Import Builder ERP Imports are created and managed with the ERP Import Builder. An EPMware
interface table is populated with data from the source ERP system via a SQL query.(See
Appendix A for the Interface table technical details.) The data in the EPMware interface
table is then mapped to the metadata Request attributes for the EPMware application.
The Request Header and the Request Line Items are then populated with the data from
the ERP Import and the Request is now ready for Review and Approval.
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An ERP Import consists of the following components:
Interface Name - User defined name for the interface
Description – User defined description
Application - Target Application
Dimension - Target Dimension
Workflow Priority - Workflow Priority as deinfed in the Workflow module
Workflow - Workflow as defined in the Workflow module
Partial Allowed - Select if Partial Load is allowed
Enabled - Enable the ERP Import
Launch Workflow - Select if Workflow should launch after import
Interface Table Name - Define interface table name.
Pre-Execution - Run script before import
Post-Execution - Run script after import
Email Template (Success)
Email Template (On Error)
To Create an ERP Import
1. Select the icon to display the Create ERP Import popup box.
2. Input the Interface Name and Description (Optional)
3. Select an Application
4. Select a Dimension
5. Select a Workflow Priority
6. Select a Workflow
7. Select the Partial Allowed checkbox if partial loads are allowed.
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8. Select the Enabled checkbox if the ERP Import should be visible to users.
9. Select the Launch Workflow checkbox if the Workflow should Launch
immediately after load.
10. Select Save to save the ERP Import
To Edit an ERP Import
1. Right click on a row and select Edit Properties from the Menu to display the
Edit ERP Import popup box.
2. Edit the properties as required.
3. Select Save to save the changes.
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To Delete an ERP Import
1. Right click on a row and select Delete from the menu.
2. The following confirmation popup will display
3. Select OK to delete the ERP Import.
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ERP Import Mapping ERP Import Mappings are created and managed with the ERP Import Mapping screen.
The Mapping screen maps the Interface table columns with the Request attributes for the
EPMware application. The Request Header and the Request Line Items are then
populated with the data from the ERP Import and the Request is now ready for Review
and Approval.
Header Section This section will have a drop down list to select the ERP Import Name and radio button
to select a Header Mapping or a Line Mapping.
An ERP Import Mapping consists of the following components:
Column Name - Interface Table Column Name
Property Name - Only valid for Property Fields in Column Name
Mapping Type:
o Constant - Constant Value
o Derived - Calculated Value
o Import - Source Value
Custom Value - Input Custom Value
To Create a Header Mapping
1. Select ERP Import name from the drop down
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2. Select Header radio button
3. Select the icon to display the Create Mapping popup box.
4. Select an Column Name from Interface Table
5. Select a Mapping Type:
o Constant - Constant Value
o Derived - Calculated Value
o Import - Source Value
6. Input Custom Value if applicable
7. Select Save to save the ERP Import Mapping
To Create a Line Mapping
1. Select ERP Import name from the drop down
2. Select Line mapping radio button
3. Select the icon to display the Create Mapping popup box.
4. Select an Column Name from Interface Table
5. Select an Property Name (Only Valid if Column Name is a Property)
6. Select a Mapping Type:
o Constant - Constant Value
o Derived - Calculated Value
o Import - Source Value
7. Input Custom Value if applicable
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8. Select Save to save the ERP Import Mapping
To Edit a Mapping
1. Right click on a row and select Edit Properties from the Menu to display the
Edit Mapping popup box.
2. Edit the properties as required.
3. Select Save to save the changes.
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To Delete an ERP Import
1. Right click on a row and select Delete from the menu
2. The following confirmation popup will display
3. Select OK to delete the ERP Mapping
ERP Import Monitor The Monitor grid will display each ERP Import instance that is generated based on the
ERP Imports defined in the ERP Import Builder. Select a row to display the import
details in the bottom pane of the screen. Click on the Execution ID to display the Import
Status popup.
Import Monitor Grid
● Execution Id - Unique ID assigned to the Import
● Name - Name of the Import defined in ERP Import Builder.
● Start Time - The date and time that the Import instance began running.
● End Time - The date and time that the Import instance completed.
● Status - Will display either Running or Completed
● Message - Displays errors or warnings
● Log - Will display the log file pertaining to this Import instance.
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Note: Click on the Log icon to display the log file.
ERP Import Execution Status
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Note: The Status popup is displayed by clicking on the Execution ID in
the Monitor Grid
Status Legend
Completed -This icon indicates the Import has completed
successfully.
Pending - This icon indicates the Import has an action pending, but the
Import will finish once the pending action is complete.
Partial - A partial status is indicated when some metadata have been imported,
but other lines have failed to import. To change from Partial status to Complete,
the failed line on the import must be fixed and the Import ran again or the Import
must be manually Closed.
Failed - This icon will indicate the Import has failed and will not finish without
user intervention.
Running -This icon will indicate the import is currently running.
Grid Filter
The Filter icon will display the Grid Filter popup
Filter Icon
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