Infor d/EPM Administration Guide

• About this guide
  • Related documents
    • Navigating to the d/EPM documentation
• Overview
  • Starting d/EPM
• Database setup and administration
  • Navigation
  • Navigation database setup
    • Navigation Administration group
  • Navigation interface setup
    • Navigation Groups
    • Design Navigation
    • Tools
  • Workforce Budgeting relational table setup
    • Naming restrictions
    • Planning OLAP
    • Workforce Budgeting
    • Planning Relational
    • Build
    • Running the Model Builder - SQL Server
    • Setting up the connection to the relational data source
    • Moving from the sample application to a custom application
    • Changing the database name
  • Strategy Management database setup
    • Updating the OLAP Administration settings
    • Modifying the Unit and Variable dimensions
    • Modifying the Scenario dimension
  • Navigation database upgrade
  • Workforce Budgeting relational tables upgrade
    • Upgrading the Workforce Budgeting relational tables
    • Adding the Workforce Budgeting OLAP roles
  • Strategy Management database upgrade
    • Upgrading a plan
  • Strategy Management database administration
    • Plan Customization Settings
    • Discussions
    • Customized reports
    • Restricting the users in the Responsibility property
    • Moving a plan to another server
    • Deleting a database
• Strategy Management and Workforce Budgeting server administration
  • Navigation
    • Filtering records
    • Registering a server
    • Editing a server
    • Deleting a server
  • Access log files
    • Viewing log files
  • Manage Data Sources
    • Adding a Consolidation connection
    • Adding a DB2 connection
    • Adding a Microsoft SQL Server connection
    • Adding a navigation connection - Microsoft SQL Server
    • Adding an Oracle connection
    • Adding a Planning connection - Microsoft SQL Server
    • Adding a Strategy Management connection - Microsoft SQL Server
    • Deleting a connection
  • Set properties
    • Logging properties
    • Changing the logging level
  • Run Requests
    • Running a request
• Workforce Budgeting administration
  • Navigation
    • Grid Settings menu
    • Filtering records
  • Workflow
    • Roles
  • Global Settings
  • Data preparation
    • Unsupported data types
    • Import order
    • Header row
    • Number format
    • Date format
    • Workforce Budgeting tables
    • Field information
    • Allocations
    • Global Settings
    • Attribute Definitions
    • User defined attribute values
    • Spread Methods
    • Step and Grade
    • Action Definition
    • Employee Definition
    • Position Definition
    • Position Assignments
    • Action assignments
    • Distribution
  • Import
    • Load Definition
    • Source
    • Column Mapping
    • Creating a load definition
  • Workforce Budgeting Administration
    • Attribute Definitions
    • Spread Methods
    • Step and Grade Schedules
      • Copying schedules
    • Action Groups
    • Action Definitions
    • Position Definitions
    • Mappings
    • Calculating the data
    • Export
• Setting up multi-level consolidation of subgroups in Financial Consolidation
  • Configuration in Designer
  • Configuration of consolidation processes
• Financial Consolidation data model
  • Overview
  • Cubes
  • Dimensions
  • Data backup
• Working with Designer
  • Starting Designer
  • Administering dimensions
  • Administering cubes
• Configuring consolidation types and consolidation rules in Designer
  • Properties of consolidation rules
  • Account selection
  • Preferences
• Interface of the Financial Consolidation Server
  • Consolidate
    • ExecuteConsolidation
    • ConsolidationExecuting
    • ClearLogEntries
    • LogEntriesXml
  • Carry Forward Schedules
    • CarryForward
    • CarryForwardExecuting
    • ClearLogEntries
    • LogEntries
    • LogEntriesXml
  • Carry Forward Journals
    • CarryForward
    • CarryForwardExecuting
    • ClearLogEntries
    • LogEntries
    • LogEntriesXml
  • Copy Company Data
    • CopyCompanyData
    • CopyCompanyDataExecuting
    • ClearLogEntries
    • LogEntries
    • LogEntriesXml
  • Copy Subgroup Data
    • CopySubgroupData
    • CopySubgroupDataExecuting
    • ClearLogEntries
    • LogEntries
    • LogEntriesXml
  • Copy Group Journals
    • CopyGroupJournals
    • CopyGroupJournalsExecuting
    • ClearLogEntries
    • LogEntries
    • LogEntriesXml
  • Copy Parameters
    • CopyParameters
    • CopyParametersExecuting
    • ClearLogEntries
    • LogEntries
    • LogEntriesXml
  • Validation
    • Validation
    • ValidationExecuting
    • ClearLogEntries
    • LogEntries
    • LogEntriesXml
  • Posting journals
    • PostCompanyJournal
    • PostGroupJournal
  • Administrative functions
    • DeleteConsolidationLocks
    • ServerInformation
    • IsSimulationActive
• Financial Consolidation project settings
  • Settings
  • Functions
• XML import file schema
  • Company journal import
    • Attributes of a company-journal item
    • Attributes of a line item
    • XML schema definition
  • Group journal import
    • Attributes of a group-journal item
    • Attributes of a line item
    • XML schema definition
• BOD integration
• Contacting Infor