Delivered workflows

This section lists the workflows delivered with FSM Analytics. Steps and tasks for each workflow are also listed.

  1. CSF – Delete All Processed Data.
    Run this workflow to delete all processed data in the spaces and reset the extract variables to the default date 2024-04-01.
    Step Task
    1 Delete All Processed Data of [Tenant]-CSF-Model-Extension
    Delete All Processed Data of [Tenant]-CSF-ConformedDimension-GL
    Delete All Processed Data of [Tenant]-CSF-Model-GL-Measures
    Delete All Processed Data of [Tenant]-CSF-Source-GL
    Delete All Processed Data of [Tenant]-CSF-Model-SCM
    Delete All Processed Data of [Tenant]-CSF-Model-MSCM
    Delete All Processed Data of [Tenant]-CSF-Source-SCM
    Delete All Processed Data of [Tenant]-CSF-Source-Security
    2 Publish 005-Set Publish Flag from [Tenant]-CSF-Model-Extension
    Publish 005-Set Publish Flag from [Tenant]-CSF-Model-MSCM
    Publish 005-Set Publish Flag from [Tenant]-CSF-Source-GL
    Publish 005-Set Publish Flag from [Tenant]-CSF-Source-SCM
    Publish 005-Set Publish Flag from [Tenant]-CSF-Source-Security
    3 Set Variable AllExtractDate in [Tenant]-CSF-Source-SCM to 2024-10-01
    Set Variable AllExtractDate in [Tenant]-CSF-Source-GL to 2024-10-01
    Set Variable AllExtractDate in [Tenant]-CSF-Model-Extension to 2024-10-01
    Set Variable AllExtractDate in [Tenant]-CSF-Source-Security to 2024-10-01
    Set Variable AllExtractDate in [Tenant]-CSF-Model-MSCM to 2024-10-01
    4 Publish 010-Reset Extract Variables from [Tenant]-CSF-Model-Extension
    Publish 010-Reset Extract Variables from [Tenant]-CSF-Source-GL
    Publish 010-Reset Extract Variables from [Tenant]-CSF-Source-SCM
    Publish 010-Reset Extract Variables from [Tenant]-CSF-Source-Security

    Publish 010-Reset Extract Variables from [Tenant]-CSF-Model-MSCM

  2. CSF – Reset Extract Variables.
    Run this workflow to reset and initialize the extract date variable. The date to be set must be the last reset date in the replication sets. Clone this workflow and specify the date for the AllExtractDate variable.
    Step Task
    1 Publish 005 - Set Publish Flag from [Tenant]-CSF-Source-SCM
    Publish 005 - Set Publish Flag from [Tenant]-CSF-Source-GL
    Publish 005 - Set Publish Flag from [Tenant]-CSF-Model-Extension
    Publish 005 - Set Publish Flag from [Tenant]-CSF-Source-Security
    Publish 005 - Set Publish Flag from [Tenant]-CSF-Model-MSCM
    2 Set Variable AllExtractDate in [Tenant]-CSF-Source-SCM to 2024-10-01
    Set Variable AllExtractDate in [Tenant]-CSF-Source-GL to 2024-10-01
    Set Variable AllExtractDate in [Tenant]-CSF-Model-Extension to 2024-10-01
    Set Variable AllExtractDate in [Tenant]-CSF-Source-Security to 2024-10-01
    Set Variable AllExtractDate in [Tenant]-CSF-Model-MSCM to 2024-10-01
    3 Publish 010-Reset Extract Variables from [Tenant]-CSF-Source-SCM
    Publish 010-Reset Extract Variables from [Tenant]-CSF-Source-GL
    Publish 010-Reset Extract Variables from [Tenant]-CSF-Model-Extension
    Publish 010-Reset Extract Variables from [Tenant]-CSF-Source-Security
    Publish 010-Reset Extract Variables from [Tenant]-CSF-Model-MSCM
  3. CSF – Extract and Process.
    Run this workflow to import data from Data Lake and process data into the models.
    Step Task
    1 Extract All via CSF Infor Data Lake from [Tenant]-CSF-Source-GL
    Extract All via CSF Infor Data Lake from [Tenant]-CSF-Source-SCM
    2 Extract 001-Processing Group via CSF Infor Data Lake Compass Driver from [Tenant]-CSF-Source-SCM
    3 Extract 002-Processing Group via CSF Infro Data Lake Compass Driver from [Tenant]-CSF-Souce-SCM
    4 Publish
    • 100-Raw Sources
    • 200-Cleanse Load
    From [Tenant]-CSF-Source-SCM
    Publish
    • 990-Extract All
    • 991-Cleanse All
    From [Tenant]-CSF-Source-GL
    5 Publish
    • 000 Deletes
    • 100-Prerequisite Dimension
    • 200-Dimension
    • 201-Structure
    • 202-Cache Aggregates
    • 205-Cache Hierarchy
    • 210-Flatten Hierarchy
    • 211-Calendar Inspection
    • 299-Reporting Basis Bridge
    • 400-Post Processing
    From [Tenant]-CSF-ConformedDimension-GL
    6 Publish
    • 100-Step 1
    • 105-Step
    • 150-Step 2
    • 200-Step 3
    • 250-Facts
    • 300-Facts
    • 400-Facts
    • 900-Dimension-Processing
    From [Tenant]-CSF-Model-SCM
    7 Publish
    • 299-Journal Control
    • 300-Measures
    • 301-Measures
    • 302-Measure Post Process
    • 400-Project Contract Prerequisite
    • 401-Project Contracts
    • 402-Project Contract Related Measures
    • 403-Project Contract Invoice Line
    • 500-GL End Processing
    From [Tenant]-CSF-Model-GL-Measures
    8 Publish 340-Set Extract Variables from [Tenant]-CSF-Source-SCM
    Publish 992-Set-Incremental All from [Tenant]-Source-GL
    9 Publish
    • 900-Set Replication History
    • 999-Post Processing
    From [Tenant]-CSF-Model-SCM
  4. CSF – MSCM Extract and Process.
    Run this workflow to import data from Data Lake and process data from the Mobile Supply Chain modules.
    Step Task
    1 Extract All via CSF Infor Data Lake from [Tenant]-CSF-Model-MSCM
    2 Publish
    • 001-Raw Source
    • 050-Pre-processing MSCM Dimensions
    • 100-Dimensions
    • 200-Locations
    • 300-Facts
    • 301-Facts
    • 350-Facts
    • 400-Facts
    • 900-Set Data Replication History
    From [Tenant]-CSF-Model-MSCM
  5. CSF – GL Subsystem Link.
    Run this workflow to assign Global Ledger transaction detail links back to the original sources. Running the workflow locates all Global Ledger transactions detail records that require subsystem links and performs all the joins against supply chain sources. Through the workflow, GL Transaction Detail reporting is made possible against their Item, Vendor, Purchase Order, Invoice, Inventory Transaction sources.

    This orchestration can be run multiple times, as required.

    Step Task
    1 Publish
    • 801-Associate SubSystem Links
    • 802-Rebuild Associated Subsystem Links
    From [Tenant]-CSF-Model-GL-Measures
  6. Run CSF – Security.
    Run this workflow to import security definitions from the FSM application.
    Step Task
    1 Extract All via CSF Infor Data Lake from [Tenant]-CSF-Source-Security
    2 Publish
    • 100-Data Lake Extract
    • 200-Context Properties
    • 201-Actors
    • 202-User Security Groups
    • 203-Prepare Security Rebuild
    • 204-Last Security Detail Load
    • 205-User Security Group Detail
    • 300-Set Next Starting Date Time
    From [Tenant]-CSF-Source-Security