About System Specialist Guide for Metrics Management
About System Specialist Guide for Metrics Management
Creating and configuring a database
About Metrics Management databases
Planning your database setup
Choosing a database type
Planning period types
Planning the database date range
About Metrics Management Server
Planning read and write access to a database
Creating a Metrics Management database
Configuring a database
Naming and describing a database
About authentication methods
Managing period settings for the database calendar
Defining database performance ranges for measures
Defining database audit settings
Defining database synchronization settings
Defining database preferences
Defining named paths and named URLs
Creating database links and link tags
Defining the unit type for initiatives
About performance range settings for initiatives
Configuring an initiative performance range
Planning a performance management system
About starting to build the performance management system
Working with categories
Creating a category
Assigning a category to an object
Removing a category
Working with templates
Creating a template
Creating an object using a template
About Metrics Management security
About object security
About user privileges
Creating an administrator user
Understanding the application of privileges and security
About data and commentary entry privileges for initiatives
About Metrics Management security rules
About publisher security
Understanding the user hierarchy
Understanding the corporate hierarchy
About inheritance for groups
About inheritance for users
Configuring user properties
Understanding naming conventions
Creating a user
Setting up a user
Impersonating a user
Editing a user
Deleting a user
Working with user groups
Creating a user group
Editing a user group
Deleting a user group
Working with locations
Creating a location
Editing a location
Deleting a location
Working with measures
Working with commentary types
Creating a commentary type
Editing a commentary type
Deleting a commentary type
Working with dashboards
About dashboard tabs
About setting period ranges in a dashboard
Creating a dashboard
Duplicating a dashboard
Editing a dashboard
Deleting a dashboard
Displaying variance in a data table
Working with measures
About creating measures
Duplicating a measure
Editing a measure
Deleting a measure
Working with measure data and index values
Working with unit types
Creating a unit type
Editing a unit type
Deleting a unit type
Working with comparatives
Creating a comparative
Editing a comparative
Deleting a comparative
Working with series
Creating a series
Editing a series
Deleting a series
Working with periods
Working with special periods
Working with relative periods
Working with period ranges
Working with index mappings
Creating an index mapping
Editing an index mapping
Deleting an index mapping
Working with views
Working with views
Creating a view
Editing a view
Deleting a view
About exceptions by location
Creating exceptions by location
Understanding common problems with exceptions
About the order of calculation
Understanding the components of calculations
Order of calculation terminology
Understanding the order of Metrics Management calculations
Exporting and importing Metrics Management objects
About exporting and importing Metrics Management objects
Exporting objects to XML
About exporting referenced objects
About specifying import actions
Defining performance range settings for the export file
Exporting objects to an XML file
Creating an XML import file from an export file
About Read-Only objects and properties
Specifying Add, Edit, and Delete import actions
Specifying invalid reference import file rules
Specifying mandatory references for an object
Specifying searching for an object by object ID
Importing objects from XML
Importing from an XML file
Applying a template to an object during XML import
Using XML import to create an object template
XML export and import rules
General conditions for import failure
Security rules
Add action rules
Edit and Add, Edit action rules
Delete action rules
Creating data imports and exports
About advanced data connectivity
Setting up advanced data connectivity
Choosing an import database connection type
Choosing an export database connection type
About importing to a Metrics Management database in another language
About creating a database connection
About connecting to an Access database
About creating a connection to an Excel file
About creating a connection to an Oracle database
About creating a connection to a SQL database
Creating a database connection
Defining a named range in the Excel file
Defining a database connection name and description
Defining a data link string
Editing a database connection
Deleting a database connection
Creating a Universal Data Link (UDL) file
Importing data
Import column definitions
Importing data into Metrics Management from Excel
Creating a data import
Editing a data import
Deleting a data import
About import error messages
About translators
Creating a translator
Editing a translator
Deleting a translator
Exporting data
Export column definitions
Creating a data export
About exporting data to an Oracle database
Editing a data export
Deleting a data export
Publishing data
About DataMart
About the DataMart export tables
Creating a DataMart
Running a DataMart export
Deleting a DataMart
About internet publishing
About internet publishing security
Creating an internet library
Generating an internet library in Metrics Management
Generating an internet library using pbvcon
Publishing an internet library
Editing an internet library
Deleting an internet library
About Metrics Management portal integration and active web publishing
Creating the active web publishing user
Defining the active web publishing database
Creating the web server URL named path
Generating a portal or active web publishing link
Creating a portal or active web publishing link
Creating a portal link
Creating an active web publishing link
Deploying a portal or active web publishing link
About Metrics Management portal link sessions
Using an alert to send information to users
Working with links
About a link destination
Using Metrics Management information in a link
About making links available in Metrics Management
Making a link available in Metrics Management
Editing a link
Deleting a link
Searching for Web Client links
Organizing links in Share
Metrics Management data objects reference
About BIRT data objects in Metrics Management
HierarchicalMeasureDataFromSection data object
HierarchicalMeasureDataFromView data object
InitiativesCommentary data object
InitiativesDataFromSection data object
ListOfObjects data object
ListOfPeriodsFromSection data object
ListOfSeriesFromSection data object
MeasureCommentariesFromSection data object
MeasureDataFromSection data object
MeasureDataFromView data object
MeasureIndexRangesAsTableFromSection data object
SeriesDataFromSection data object
Administering servers and databases
About dataflow architecture and server operations
About server and database references
Working with server references
Working with database references
About creating databases
Uploading a Metrics Management license file
Maintaining servers
Performing remote server operations
Showing databases on a server
Showing properties on a server
Showing sessions on a server
Starting the server as a Windows service
Stopping the server as a Windows service
Showing the status of a Windows service
Configuring a server
Configuring named users
Configuring data access only users
Maintaining databases
Showing a database’s properties
Getting a database’s status on the server
Making a database available
Making a database unavailable
Bringing a database online
Taking a database offline
Duplicating a database
Copying and backing up a database
Verifying a database
Compacting a database
Deleting a database
Upgrading a database
Exporting a database
Importing a database
Configuring import and export for a large database
Making a database read-only
Assigning a port to a database
Registering a database
About advanced auditing
Displaying an audit log
Exporting to an XML file
Exporting to a CSV file
Archiving an audit trail
About Metrics Management log files
About the Measure Detail report
Exporting a Measure Detail report
Reviewing a Measure Detail report
About synchronization
Synchronizing calculated data
About pending user data
Synchronizing hierarchies
About files that Metrics Management creates or modifies
Using pbvcon to schedule Metrics Management
About pbvcon
About the Metrics Management Scheduling Agent
Syntax for pbvcon commands
ADD_AUTHENTICATION_METHOD
BRING_DATABASE_ONLINE
CLEAR_CALCULATED_DATA
COMPACT_DATABASE
COPY_DATABASE
DOWNLOAD_IHUB_FILE
EXECUTE
GENERATE_INTERNET_LIBRARY
GET_DATABASE_STATISTIC
HELP
LIST_SESSIONS
MAKE_DATABASE_AVAILABLE
MAKE_DATABASE_UNAVAILABLE
MOVE_CALENDAR
PAUSE
REMOVE_AUTHENTICATION_METHOD
RUN_ALERT
RUN_AUDIT_ARCHIVING
RUN_AUDIT_EXPORT
RUN_DATA_EXPORT
RUN_DATA_IMPORT
RUN_DATABASE_EXPORT
RUN_DATABASE_IMPORT
RUN_DATAMART_EXPORT
RUN_MEASURE_DETAIL_EXPORT
RUN_OBJECT_EXPORT
RUN_OBJECT_IMPORT
SET_DATABASE_MODE
SHIFT_CALENDAR
SYNCHRONIZE_CALCULATED_DATA
SYNCHRONIZE_HIERARCHIES
SYNCHRONIZE_USER_DATA
TAKE_DATABASE_OFFLINE
TEST_DATABASE_CONNECTION
UPGRADE_DATABASE
UPGRADE_SCRIPT
UPLOAD_LICENSE
VERIFY_DATABASE
Sample pbvcon batch file
Scheduling pbvcon
About pbvcon log files and error handling
About System Specialist Guide for Metrics Management
About pbvcon log files and error handling