Package Contents
It is not recommended to rename any included Dashboard, dimension, and member unless specified.
Dashboard Maintenance Unit
XFW Process Control Manager
This is Dashboard Maintenance Unit that provide the user interface for the Process Control Manager solution. It includes the Dashboard Groups, Components, Data Adapters, Parameters and Files used to build the solution.
Business Rules
PCM_ConditionalInput
This is a Finance Business Rule for Process Control Manager that provides NO INPUT rules to check cell input status against the Process Control Cube Process Level values for a selected Workflow.
PCM_CVHelper
This is a Cube View Extender Business Rule that provides various helper functions for the PCM solution.
PCM_HelperQueries
This is a Dashboard Data Set Business Rule. This rule can look up lists of Cubes, Workflow Profiles, Workflow Origins and Workflow Channels associated with the current select parameters.
PCM_SolutionHelper
This is a Dashboard Extender Business Rule that provides various helper functions for the PCM solution. These helper functions include management of the solution setup, configuration settings and management of the Process Level.
PCM_ParamHelper
This is a Conditional Parameter helper functions XFBR String Business Rule. This rule is used to provide conditional parameter processing functions that allow a parameter value to be interpreted and substituted with a different string.
Cube View Groups
XFW Process Control Manager (PCM)
This Cube View Group includes the four Cube Views that are used to provide the user interface and reporting for Process Control Manager.
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ProcessLevel12PeriodEditable_PCM
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ProcessLevel12PeriodWorkspace_PCM
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ProcessLevel1PeriodEditable_PCM
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ProcessLevel1PeriodEditableWFParent_PCM
Cubes
XFW_PCM
This is the PCM solution cube where the Process Level is managed based on the Process Control Manager configuration settings. Related XFW_PCM_cubename Cubes may need to be created for OneStream Linked Cube application designs if entries are necessary on the Cube References tab of this Cube (depending on Entity dimension assigned and if Extensible Dimensionality is in play). See the Settings > Global Options > Exclusive Cubes discussion as well as Configure Process Control Cube later in these instructions.
Dimensions
Accounts - XFW_PCM_Accounts
This is the PCM solution Account Dimension that includes the PCM_ProcessLevel account that is used to store and manage the Process Level status. No changes should be made to this Account Dimension.
UD1 - XFW_PCM_Cubes
This is the PCM solution UD1 Dimension which ships with the PCM_AllCubes member that is used for tracking the Process Level with the Exclusive Cubes Global Option set to No as discussed in the Global Options section later in this document. Setting this option to Yes will require additional updates to this Dimension to add members for the other Exclusive Cubes using the PCM_Cubename format.
UD2 - XFW_PCM_Origins
This is the PCM solution UD2 Dimension which ships with the PCM_AllOrigins, PCM_Import, PCM_Forms and PCM_Adjustments members that are used for tracking the Process Level by Origin dimension members. The PCM solution will use this UD2 dimension based on the Settings in the Global Options for the Multiple Origins option as discussed in the Global Options section later in this document. No changes should be made to this UD2 Dimension.
UD3 - XFW_PCM_WorkflowChannels
This is the PCM solution UD3 Dimension which ships with the PCM_AllChannels and PCM_Standard members that are used for tracking the Process Level by Workflow Channel. The PCM solution will use this UD3 dimension based on the Settings in the Global Options for the Multiple Workflows Channels option as discussed in the Global Options section later in this document. Setting this option to Yes will require additional updates to this UD3 Dimension to add members for the other Workflow Channels that need to be tracked using the PCM_Workflowchannelname format. The PCM solution only controls Accounts with Workflow Channels. The PCM solution does not control UDs with Workflow Channels in this release.
Event Snippets – Event Handler Business Rule Code
Finance Business Rule Code
This is the PCM solution Finance Business Rule Code Snippet that needs to be added to the Finance Business Rule that is associated with the Cube(s) that are using the PCM solution per the instructions later in the Add Event Handler Business Rule Code section of this document.
Transformation Event Handler Business Rule Code
This is the PCM solution Transformation Event Handler Business Rule Code Snippet that needs to be added to the Transformation Event Handler Business Rule per the instructions later in the Add Event Handler Business Rule Code section of this document.
Data Quality Event Handler Business Rule Code
This is the PCM solution Data Quality Event Handler Business Rule Code Snippet that needs to be added to the Data Quality Event Handler Business Rule per the instructions later in the Add Event Handler Business Rule Code section of this document.
Forms Event Handler Business Rule Code
This is the PCM solution Forms Event Handler Business Rule Code Snippet that needs to be added to the Forms Event Handler Business Rule per the instructions later in the Add Event Handler Business Rule Code section of this document.
Journals Event Handler Business Rule Code
This is the PCM solution Journals Event Handler Business Rule Code Snippet that needs to be added to the Journals Event Handler Business Rule per the instructions later in the Add Event Handler Business Rule Code section of this document.
Database Tables
XFW_PCM_ControlLists
This database table stores the Global Options settings for the Process Control Manager solution.
XFW_PCM_WFProfileLevels
This database table stores the Exception Promote Level and Reject Level for each Workflow Profile Type and Scenario Type combination.
XFW_PCM_WFProfileTypeLevels
This database table stores the Default Promote Level and Reject Level for each Workflow Profile Type and Scenario Type combination.
Framework Security Groups
XFW_PCM_1 – XFW_PCM_12
The Process Control Manager solution add 12 new user groups. There will be a user group for each of the 12 Process Control Levels. Each user will need to be added to the appropriate user group for their Process Control Level in the data submission process. The user groups are nested in the previous level user group to provide access to their level and the lower levels below them. So, adding a user to XFW_PCM_8 would provide them access to Process Control Level 8 and all levels below that as well, for example.