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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
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Classic Administration Overview
Create profile.
Create application.
Create metadata file.
Load the metadatafile into the application.
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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
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Accessing the Process Pad
You can access the process pad from the Financial Management Windows desktop client.
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Defining Languages
You can enter up to 10 languages.
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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
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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.
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Editing Periods
• You can edit period labels and add descriptions.
• Each hierarchy level corresponds to a frequency.
Add multiple
periods
Add sibling
Add child
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Saving Application Profiles
Save application profiles either locally or on the application sever with the extension .per.
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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)
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Creating Applications
You access the Create Application task from the Classic Application Administration menu.
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Creating Metadata Files
Create and edit metadata files.
Load metadata file into the application.
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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
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Building Member Hierarchies
Create the member hierarchy.
Edit member hierarchies.
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Assigning Members to Multiple Parents
You can add a member to more than one parent.
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Editing Groups of Members
Add member
Delete member
Cut, copy or pasteValidate members
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Configuring Application Settings
• Exchange rate and translation settings
• Consolidation settings
• Validation account settings
• Security settings
• Audit settings
• Document attachment limits
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Loading and Extracting Metadata
You access the Load Metadata and Extract Metadata tasks from Browser View.
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Load Options
You can merge the metadata in the file with the existing application metadata or you can replace the existing metadata.
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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
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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
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Extracting Metadata
Select to save extract files in Financial Management APP format; otherwise, XML format is used
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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
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