App c classicadmin2

CCopyright © 2008, Oracle. All rights reserved.

Managing Application With Classic Administration

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


Classic Administration Overview

Create profile.

Create application.

Create metadata file.

Load the metadatafile into the application.


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


Accessing the Process Pad

You can access the process pad from the Financial Management Windows desktop client.


Defining Languages

You can enter up to 10 languages.


Defining the Calendar

Financial Management provides a flexible calendar:

• You can completely customize the base periods, summary periods, start year, and number of years.

• You can use the standard, custom, or manual method to define the calendar.

Quarter 1

Base Periods

Summary Period


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.


Editing Periods

• You can edit period labels and add descriptions.

• Each hierarchy level corresponds to a frequency.

Add multiple

periods

Add sibling

Add child


Saving Application Profiles

Save application profiles either locally or on the application sever with the extension .per.


Application Requirements

Keep this information on hand before you create an application:

• The name of the application server cluster

• The name and description of the application

• The file name and path of the application profile (.per file)


Creating Applications

You access the Create Application task from the Classic Application Administration menu.


Creating Metadata Files

Create and edit metadata files.

Load metadata file into the application.


Editing Metadata

Select the metadata type.

Search for a member

Create a new file

Open a file

Select a member to edit from the list

Save changes


Building Member Hierarchies

Create the member hierarchy.

Edit member hierarchies.


Assigning Members to Multiple Parents

You can add a member to more than one parent.


Editing Groups of Members

Add member

Delete member

Cut, copy or pasteValidate members


Configuring Application Settings

• Exchange rate and translation settings

• Consolidation settings

• Validation account settings

• Security settings

• Audit settings

• Document attachment limits


Loading and Extracting Metadata

You access the Load Metadata and Extract Metadata tasks from Browser View.


Load Options

You can merge the metadata in the file with the existing application metadata or you can replace the existing metadata.


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


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:, ~ @ # $ ^ & _ | : ; ? \

!CURRENCIESEUR;0;English=Euro;;French=EuroUSD;0;English=US Dollar;;French=Dollar AmericaineGBP;0;English=British Pound;;French=Livre Anglaise


Extracting Metadata

Select to save extract files in Financial Management APP format; otherwise, XML format is used


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

App c classicadmin2

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