Workflow when using Base Data Store

This is a high-level description of the workflow when using the Base Data Store user interface:

  1. In Infor EPM:
    1. Connect to the source system Base Data Store and the Integration database.
    2. Load the source system data structure to the Integration database.
  2. In Designer:
    1. Establish a connection to the Integration database.
    2. Import the available dimensions to the Designer database.
    3. Recreate the OLAP database from the Designer database.
    4. Import data into the OLAP database.
  3. In Infor EPM, configure the configuration sets and activate entities with associated currencies.
  4. In Infor EPM, load the source system financial data.