Strategy Management database setup
Use the Plan Creation page to create a Strategy Management database from a sample or an empty shell.
For a plan created from a sample, the plan is fully populated. There are limited changes that you can make when creating the plan because these are complete plans.
For a plan created from a shell, there is an initial top plan object along with the period dimension setup as specified. You can change the default settings for the Unit, Variable, and Scenario dimensions. All other dimensions should not be adjusted when creating the plan.
To open the Plan Creation page, in Infor BI Dashboards, select .
This table describes the fields:
| Field | Description |
|---|---|
| Relational Database Connection | |
| Database Server Type | Select SQL Server. |
| Database Server Name | Specify the name of the database server computer including the SQL instance name if applicable. By default, the current computer name is displayed. |
| Database Administrator User ID | Specify the user ID to use when connecting to the database server. This user ID is used to create the database and must have database administration permissions. |
| Database Administrator Password | Specify the password for the administrator user ID |
| Strategy Management Relational Database | |
| Data Source Name | Specify the name of the data source that the utility will create to connect to the database it is creating. The name must be unique. The name specified for the data source is also used as the database name, plan name, and database owner ID. |
| Database Name | Displays the database name. |
| Database Owner ID | Displays the database owner ID. |
| Database Owner Password / Confirm Password | Specify the password for the database owner. |
| Database Directory Location | Specify a directory or select the check box to use the default directory for Microsoft SQL Server Management Studio. For Microsoft SQL Server 2008 R2, this is the Program Files\Microsoft SQL Server\MSSQL10_50.MSSQLSERVER\MSSQL\DATA directory. This directory varies with different versions of Microsoft SQL Server. |
| Strategy Management BI OLAP Database | |
| Network Protocol | Select the network protocol, or . The default is https. |
| BI OLAP Server Name | Specify the name of the BI OLAP server computer. |
| Port | Specify the port number to use when communicating with the server computer. The default is 8211 for https and 8210 for http. |
| Repository User Name | Specify the user ID to use when connecting to the database server. This user ID is used to create the database and must be in the OLAP permissions with the proper assigned roles. The default user name is Admin. |
| Repository Password | Specify the password for the user ID. |
| Repository | Specify the repository name. The default repository created during the installation is named Financial Applications. |
| Project | Specify the project name. The default project created during the installation is named Financial Applications. |
| OLAP Permission Management | Specify the OLAP Permission Management name. The default created during the installation is named Financial Applications. |
| Plan Content | |
| Select Content | You can set up a plan from a fully
functional sample illustrating a certain methodology or base it on an empty
shell.
For the Traditional Sample option, a fully functional plan is created. The plan contains certain responsibilities assigned to fictitious users. To see the responsibility assignments in reports, the users must be added as users to the server computer. For the Balanced Scorecard Sample 1 and 2 options, a fully functioning plan using the Balanced Scorecard methodology is created. The fictitious users must be added to the server computer. For the Government Sample option, a fully functioning plan that a government agency can use or adapt is created. The fictitious users described above must be added to the server as well. For the Traditional Shell and Balanced Scorecard Shell options, the utility sets up any fixed dimensions as needed. You can specify the structure and format of the Periods dimension. There is one plan object supplied, named Strategy Plan, as the topmost object. |
| Plan Content | |
| Data Member Identifier | Specify the suffix to append to representative member names. Representative members are child members specifically meant to hold data for the parent. The default is - data. |
| Total / Year / Semi / Quarter / Month / Period | These fields are available for the
Traditional Shell and Balanced Scorecard Shell options.
You can set period level to a monthly (12) or period (13) time dimension leaf member structure. Lower levels such as months or weeks is not supported. Select each period level that you want to include in the plan and select the format for each level. You can select the start year and the number of years. To specify 13 periods, check Period. Then adjust the properties, such as the number of periods and how the periods roll up into quarters. |
| Create Database | Create the database. |
| Create SQL Script | Optional. Create the SQL scripts to run later. After the scripts are created, download the scripts to a location you select. |
| Test Connection | Verify the connection using the supplied details. |
SQL Server notes
You must have the Microsoft SQL Server sysadmin role to build the database.
If Microsoft SQL Server resides on a separate computer from the web server computer, the SQL Server shared management objects (SMO) must be installed on the web server computer before using the Plan Creation page.