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Transcript of App c classicadmin

  • 1. C Copyright 2008, Oracle. All rights reserved. Managing Application With Classic Administration
  • 2. Copyright 2008, Oracle. All rights reserved. Objectives After completing this lesson, you should be able to: Describe classic administration Create application profiles Create applications Create metadata files Load metadata files Extract metadata files
  • 3. Copyright 2008, Oracle. All rights reserved. Classic Administration Overview Create profile. Create application. Create metadata file. Load the metadata file into the application.
  • 4. Copyright 2008, Oracle. All rights reserved. Creating Application Profiles You use application profiles for the following purposes: To define the languages available for entering descriptions To define the application calendar To define the application frequencies
  • 5. Copyright 2008, Oracle. All rights reserved. Accessing the Process Pad You can access the process pad from the Financial Management Windows desktop client.
  • 6. Copyright 2008, Oracle. All rights reserved. Defining Languages You can enter up to 10 languages.
  • 7. Copyright 2008, Oracle. All rights reserved. Defining the Calendar Financial Management provides a flexible calendar that enables you to customize the base periods, summary periods, start year, and number of years. Quarter 1 Base Periods Summary Period
  • 8. Copyright 2008, Oracle. All rights reserved. Editing Frequencies You can edit the frequency labels and descriptions, which are displayed in the View dimension. You can add frequencies, which you set up later in the period editor.
  • 9. Copyright 2008, Oracle. All rights reserved. Editing Periods You can edit period labels and add descriptions. Each hierarchy level corresponds to a frequency. Add multiple periods Add sibling . Add child
  • 10. Copyright 2008, Oracle. All rights reserved. Saving Application Profiles Save application profiles either locally or on the application sever with the extension PER.
  • 11. Copyright 2008, Oracle. All rights reserved. Application Requirements Have this information on hand before you create an application: Name of the application server cluster Name and description of the application File name and path of the application profile (PER file)
  • 12. Copyright 2008, Oracle. All rights reserved. Creating Applications You access the Create Application task from the Classic Application Administration menu.
  • 13. Copyright 2008, Oracle. All rights reserved. Creating Metadata Files Create and edit metadata files. Load metadata file into the application.
  • 14. Copyright 2008, Oracle. All rights reserved. Editing Metadata Select the metadata type. Search for a member. Create a file. Open a file. Select a member to edit from the list. Save changes.
  • 15. Copyright 2008, Oracle. All rights reserved. Building Member Hierarchies Create the member hierarchy. Edit member hierarchies.
  • 16. Copyright 2008, Oracle. All rights reserved. Assigning Members to Multiple Parents You can add a member to more than one parent.
  • 17. Copyright 2008, Oracle. All rights reserved. Editing Groups of Members Add member. Delete member. Cut, copy or paste. Validate members.
  • 18. Copyright 2008, Oracle. All rights reserved. Configuring Application Settings Exchange rate and translation settings Consolidation settings Validation account settings Security settings Audit settings Document attachment limits
  • 19. Copyright 2008, Oracle. All rights reserved. Loading and Extracting Metadata You access the Load Metadata and Extract Metadata tasks from Browser View.
  • 20. Copyright 2008, Oracle. All rights reserved. Load Options You can merge the metadata in the file with the existing application metadata or you can replace the existing metadata.
  • 21. Copyright 2008, Oracle. All rights reserved. Metadata Load Files Metadata load files can be in APP or XML format. They can contain metadata for: Account, Entity, Scenario, Custom, and ICP dimensions Currencies Application settings Consolidation methods They cannot contain metadata for: Periods Years View
  • 22. Copyright 2008, Oracle. All rights reserved. Format for APP Load Files APP load files are divided into sections with am exclamation point as the section delimiter. Sections can be in any order in the file. Fields for the items within a section are delimited with any of these characters: , ~ @ # $ ^ & _ | : ; ? !CURRENCIES EUR;0;English=Euro;;French=Euro USD;0;English=US Dollar;;French=Dollar Americaine GBP;0;English=British Pound;;French=Livre Anglaise
  • 23. Copyright 2008, Oracle. All rights reserved. Extracting Metadata Select to save extract files in Financial Management APP format; otherwise, XML format is used.
  • 24. Copyright 2008, Oracle. All rights reserved. Summary In this lesson, you should have learned to: Describe classic administration Create application profiles Create applications Create metadata files Load metadata files Extract metadata files