hyperion translation manager release 9.3.1 user's guide · see chapter 3, “translation rule...

H Y P E R I O N ® T R A N S L A T I O N M A N A G E R

R E L E A S E 9 . 3 . 1

U S E R ' S G U I D E

Translation Manager User's Guide, 9.3.1

Copyright © 1999, 2007, Oracle and/or its affiliates. All rights reserved.

Authors: Cheryl Morrison

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Contents

Chapter 1. Learning About Translation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Functionality and Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Task Flow Guidance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Rule Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Data Value Sign Reversals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Comma Separated Value (CSV) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Logging On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Logging Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Typical Translation Manager Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Navigating in Translation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Controlling the Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Process Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

View Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Chapter 2. Managing Translation Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Table Explorer Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Accessing Table Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Creating Rules Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Changing Rules Table Designs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Editing Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Entering and Editing Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Hiding and Showing Member Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Filtering Member Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Searching for a Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Sorting Rows in Rules Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Adding Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Copying Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Moving Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Deleting Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Contents iii

Validating Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Filtering Validation Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Removing Validation Results Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Importing and Exporting Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Importing Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Exporting Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Managing Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Renaming Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Copying Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Moving Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Deleting Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Chapter 3. Translation Rule Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Translation Rules Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Rules Processing Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Input Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Output Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Syntax Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Input Translation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Output Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Syntax Limitations for Translation Manager Upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Chapter 4. Managing Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Manage Preferences Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Managing Member List Folders and Member Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Accessing Member Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Managing Member List Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Deleting Member List Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Managing Member Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Creating Member Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Viewing Member Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Updating Member Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Renaming Member Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Moving Member Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Deleting Member Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Validation Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Accessing the Validation Data Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Creating Validation Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Viewing Validation Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Updating a Validation Data Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

iv Contents

Renaming Validation Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Deleting Validation Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Specifying User Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Accessing the User Settings Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Selecting User Display Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Chapter 5. Translation Manager Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Administration Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Provisioning Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Synchronizing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Managing Access Rights to Rules Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Changing Table Ownership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

User Preference Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Selecting a Table Settings Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Selecting Rule Syntax Characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Chapter 6. Tutorials Using Sample Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Working with Sample Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Task 1: Creating a Translation Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Task 2: Importing Data into a Translation Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

General Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Task 3: Loading a Validation Data Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Task 4: Validating a Translation Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Task 5: Exporting a Translation Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Task 6: Creating Member Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Task 7: Using Member Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Task 8: Managing Tables with Table Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Task 9: Building an Application Link Flow Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Task 10: Modifying Translation Adapter Design Time Properties . . . . . . . . . . . . . . . . . . . 86

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Contents v

vi Contents

1Learning About Translation

Manager

In This Chapter

Functionality and Features ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Getting Started ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Typical Translation Manager Workflow ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Navigating in Translation Manager .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Functionality and FeaturesTranslation Manager provides functionality that minimizes the time needed to develop, manage,and maintain the data mapping rules that are required to integrate a variety of external datasources with Oracle | Hyperion applications.

Features:

l Browser-based interface

m Facilitates deployment and decentralized administration of translation rules.

m Grid-based input metaphor and External Data Assistant views provide ease of use.

l Translation rule repository centralized in a relational database

m You can manage or access translation rules from any Web browser.

m All tables reside in a centralized and secure relational database repository.

l Optional task flow guidance to lead you through the processes of creating and editing rulestables.

l Multiple input and output fields, enabling the use of complex rule structures that canaccommodate multiple input values as well as multiple output values

l Simple pattern-based rule syntax

m Enables you to develop and maintain rules through the use of simple wildcard patterns.

m The output rule syntax gives you flexibility when utilizing input field data as an outputvalue.

l Data value sign reversals on rule match

You can develop rules that can change the sign of a value when a rule is matched. This enablesyou to change to the natural account sign during the data translation process.

l Translation Adapter that supports Translation Manager features

Functionality and Features 7

Main functional areas of Translation Manager:

l Manage Rules Tables—You use the pages in the Manage Rules Tables area to design, fill,and validate tables of translation rules.

l Manage Preferences—You use the pages in the Manage Preferences area to manage memberlists, validation data sources, and user settings.

l Administration—The Administration menu, which provides access to administrative tasks,is available only to users of the Administrator type. See Chapter 5, “Translation ManagerAdministration.”

Administrators use the Table Settings and Rule Syntax Settings tabs of the User Settings pagein the Manage Preferences area. See “Selecting a Table Settings Option” on page 66 and“Selecting Rule Syntax Characters” on page 66.

Getting StartedThis section introduces concepts that you should understand before using Translation Manager.It also provides basic procedures. It includes these topics:

l “Task Flow Guidance” on page 8

l “Rule Syntax ” on page 8

l “Data Value Sign Reversals” on page 9

l “Security” on page 9

l “Logging On” on page 10

l “Logging Off” on page 10

Task Flow GuidanceThe Task menu, accessible from the File menu, can help you create and edit rules tables. Whenyou select File > Tasks > Create Rules Table or File > Tasks > Edit Rules Table, the process bardisplays a task flow that guides you through the sequence of tasks that creating or editing a rulestable involves. The Tasks menu can be especially helpful to new users. More experienced usersmight prefer to use other menus, toolbar buttons, or other controls to accomplish the sametasks. For more information about the process bar and task flow guidance, see “Process Bar” onpage 14.

Rule Syntax Translation rules provide the mechanism for mapping or translating data and metadata. Thistypically includes the conversion of metadata members to data dimensions for products such asOracle's Hyperion® Planning – System 9, Oracle's Hyperion® Financial Management – System9, Oracle's Hyperion® Workspace, Oracle's Hyperion® Enterprise®, and Oracle's Hyperion®Pillar®. The rule syntax determines how the translation rules map the data or metadata. It isbased on pattern matching similar to that of LedgerLink.

8 Learning About Translation Manager

Rules table components:

l Input source

l Output destination

l Actual rules defining the metadata

See Chapter 3, “Translation Rule Syntax.”

Data Value Sign ReversalsYou can develop rules that change the sign of a value when a rule is matched. This feature, whichprovides for changes to the natural account sign during data translation, is available on the Editpage.

Comma Separated Value (CSV)Translation Manager uses comma-separated value (CSV) style parsing for import and export offiles, member list upload, and validation data source upload. This is consistent with the MicrosoftExcel style parsing. This means that if a string contains a comma or double quotation marks,the string is surrounded with double quotation marks. For example, the string, Jones,Frankbecomes “Jones,Frank”. If the string starts with quotes around it, such as “Jones,Frank” itbecomes ““Jones,Frank”” in an export file. The import also expects strings in that format.

SecurityTranslation Manager security functionality includes user types, table ownership, and private andpublic viewing and editing.

User TypesIn addition to authentication, users require authorization to use functionality within TranslationManager. There are two user types in Translation Manager: Administrator and User. A user ofthe Administrator type can perform user maintenance using Administration functionality. Onlyusers of the Administrator type can perform user maintenance tasks such as adding, editing orremoving users from the system and changing ownership of tables.

Table OwnershipAll users can edit only the tables that they own. When you create a table, information identifyingyou as the table owner is added to the repository.

Note:

To edit another user’s rules table, an administrator must first change the table ownership. See“Changing Table Ownership” on page 64.

Getting Started 9

Private and Public Viewing and EditingTranslation Manager uses the concept of private and public viewing and editing of tables. Youcan create, edit, and validate a table in the private folder. When the table is ready for viewing byall users, you can publish it by moving it to the public folder.

Logging OnTasks your system administrator must complete before you can log on to Translation Manager:

l Create a Translation Manager database and set up your user ID and password for accessingit.

l Establish your connection to the database, using Oracle's Hyperion® ConfigurationUtility™.

l Provision you as a Translation Manager user through the User Management Console.

l Start the Web application server.

ä To log on to Translation Manager:

1 Open the Logon page using either method:

l From the Windows Start menu, select Programs > Hyperion > Translation Manager >Translation Manager.

l Navigate to http://Server:Port/HyperionTranslationManager, where Server isthe name of the computer hosting Web application server and Port is number of the portthat listens for HTTP requests.

2 Enter your user name and password on the Logon page.

3 Click Log On.

Table Explorer is displayed. See “Navigating in Translation Manager” on page 11.

Logging Off

ä To log off Translation Manager:

1 From any page, select File > LogOff.

2 When a prompt asks if you want to end the session, click Yes.

Typical Translation Manager WorkflowTable 1 lists the tasks in a typical workflow to get you started using Translation Manager. It alsoidentifies the page where you start each task and provides instructions for accessing the page.


Table 1 Typical Translation Manager Workflow

Task Pages Access Instructions

1. Create a translation rules table.

See “Creating Rules Tables” on page18.

Table Explorer, Design Use either method to display the Design page,where you name the table and its input andoutput columns:

l Select File > Tasks > Create Rules table todisplay the page with a process bar thatguides you through the steps of creating atable.

l Click the Create button on the TableExplorer page.

2. Create member lists.

See “Creating Member Lists” on page46.

Member Lists Use either method:

l Select File > Preferences > Member Lists.

l Click the Member Lists button on theprocess bar.

3. Enter rules in the table manually, orimport a rules file to populate the table.

See “Editing Tables” on page 21 or“Importing and Exporting Rules” on page31.

Edit Use any method:

l From Table Explorer, select a table and clickEdit.

l From the Design page, after creating atable, click Edit or Import on the processbar.


4. Create validation data sources.

See ““Creating Validation Data Sources”on page 51

Validation Data Use either method:

l For a new table, click Validation Data onthe process bar.

l Select File > Preferences > Validation Data.

5. Validate the rules.

See “Validating Rules” on page 29.

Validate Table After creating validation sources for a table, useeither method:

l Select the table from Table Explorer andthen select File > Manage Tables > ValidateTable.

l From the Design or Edit page, click Validateon the process bar,

Navigating in Translation ManagerAfter you log on to Translation Manager, the Table Explorer page is displayed.

Navigating in Translation Manager 11

Translation Manager page parts:

l 1— The masthead, at the top of the screen, identifies the product and the current user. Themasthead is displayed by default, but Translation Manager has controls that you can use tohide or show the masthead.

l 2—The menu bar is below the masthead if the masthead is displayed. If you hide themasthead, the menu bar is at the top of the screen.

l 3—The toolbar, to the right of the menu bar, contains buttons for saving, resetting, andprinting Translation Manager pages and for accessing other pages and online help. See“Toolbar” on page 13.

l 4—The process bar is immediately below the menu bar and toolbar. Clicking any buttonon the process bar displays the page that you use for the process or task that the buttonrepresents. See “Process Bar” on page 14.

l 5—The view pane, which is on the left side of the screen and below the process bar, lists thePrivate and Public folders. You expand the folders to see their contents. Selecting a tablefrom the view pane displays that table on the Edit page in the content frame, to the right ofthe view pane. See “View Pane” on page 14.

l 6—You can drag the view pane handle to resize or hide the view pane. See “View Pane” onpage 14.

l 7—The content frame, to the right of the view pane and below the process bar, displays thepage for the current process or task. You select tables (from Table Explorer or the view pane)


and then select options or specify other information to work with those tables (from otherpages).

l 8—The Minimize/Maximize button is at the far right of the process bar. You can click thisbutton to hide or show both the masthead and the view pane.

Topics with more information about navigating in Translation Manager:

l “Controlling the Display” on page 13

l “Toolbar” on page 13

l “Process Bar” on page 14

l “View Pane” on page 14

Controlling the DisplayYou can hide or show the masthead and the view pane. You can also change the view pane size.

ä To show or hide or show only the masthead, select View > Masthead.

ä To hide or show only the view pane, select View > View Pane.

Tip:

You can also hide the view pane by double-clicking the handle on its right edge.

ä To hide or show both the masthead and the view pane, click the Minimize/Maximize button atthe far right of the process bar.

ä To change the size of the view pane, drag the handle on its right edge.

ToolbarThe toolbar buttons provide shortcuts for tasks that you are likely to perform often.

Tip:

If the cursor rests on a toolbar button for a few seconds, the title of the button is displayed.

Table 2 Toolbar Buttons

Button Button Name Purpose

Save Saves any changes you have made on the current page.


Button Button Name Purpose

Reset Undoes any changes that you have made but not saved on the current page.

Print Prints the current page.

Table Explorer Displays the Table Explorer page, where you can select a table.

Design Table Displays the Design page, where you can set up input and output columns for thecurrent table.

Edit Table Displays the Edit page, where you can specify individual inputs and outputs for thecurrent table.

Validate Table Displays the Validate page, where you can select a validation data source andvalidate the table.

Import/Export Table Displays the Import/Export page, where you can import a file into the table or exportthe table to a file

Help Displays context-sensitive online help for Translation Manager.

Process BarThe process bar provides buttons for performing the tasks or accessing the features associatedwith a specific process, such as managing tables.

If you use select File > Tasks > Create Rules Table or File > Tasks > Edit Rules Table, the processbar shows a guided task sequence, with the task names separated by greater-than symbols ( > ).This task sequence guides you through the process of creating or editing a table.

Figure 1

Figure 2

View PaneThe view pane shows the Private and Public folders. You can expand them to see lists of thetables they contain. You can change the size of the view pane by dragging the handle on its rightedge, and you can hide the view pane by double-clicking the handle. You can also use theMinimize/Maximize button or the View menu to hide or show the view pane.


If you click a table name in the view pane, the Edit page for that table is displayed. See “EditingTables” on page 21.

Using controls on the Table Explorer page, you can move tables from one folder to the other.See “Moving Tables” on page 34.


2Managing Translation Tables

In This Chapter

Table Explorer Page ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Accessing Table Explorer .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18

Creating Rules Tables... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18

Changing Rules Table Designs... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Editing Tables ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Validating Rules ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Importing and Exporting Rules ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Managing Tables ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Table Explorer PageThe Table Explorer page, which lists tables to which you have access, is displayed when you logon to Translation Manager. You can also access it from any other page. On Table Explorer, youcan select rules tables to design, edit, and validate, and you can import translation rules tables.

The owner column on Table Explorer indicates the user name of each table’s owner, and theAccess Rights column shows your access rights to each table. If you have Edit access to a table,

Table Explorer

you can select it and then use the buttons directly above the list of tables to edit, rename, copy,move, or delete the table or to import or export rules.

Button Purpose

Create Create a rules table. See “Accessing Table Explorer” on page 18.

Edit Change an existing rules table. See “Editing Tables” on page 21.

Rename Rename an existing table. See “Renaming Tables” on page 33.

Copy Copy an existing table to a new table. See “Copying Tables” on page 34.

Move Move tables between the Private and Public folders. See “Moving Tables” on page 34.

Delete Delete tables. See “Deleting Tables” on page 35.

Import/Export Import a rules text file to an existing rules table or export the text of a rules table to a file. See“Importing and Exporting Rules” on page 31.

Accessing Table ExplorerTable Explorer is displayed when you log on to Translation Manager. You can use the File menuor the toolbar to access it from other pages.

ä To access Table Explorer from another Translation Manager page, click the Table Explorer

toolbar button, , or select File > Manage Tables > Table Explorer.

Tip:

Depending on your current task, the process bar might include a Table Explorer button that youcan click to access Table Explorer.

Creating Rules TablesYou create a rules table by naming the table and specifying the inputs and outputs for the table.Each input name and each output name must be unique within a table, and you must enter atleast one input name and one output name for each table that you create.

ä To create a rules table:

1 On Table Explorer, click Create to display Manage Rules Tables.

18 Managing Translation Tables

2 Enter a unique name for the rules table, using up to 50 characters.

3 Add input names to the table:

a. Enter each input name in an Input Names box.

b. To make rule matches for an input name case-sensitive, select Case Sensitive to the rightof the input name.

c. To add a row for an additional input name, click Add Input.

d. To clear all information you have entered in Input Names rows, click Clear All immediatelybelow the rows.

4 Add output names to the table:

a. Enter each output name in an Output Names box.

b. To add a row for an additional output name, click Add Output.

c. To clear all information you have entered in Output Names rows, click Clear Allimmediately below the rows.

Tip:

You can click Reset to clear all of your entries.

5 Click Save.

Creating Rules Tables 19

Changing Rules Table DesignsYou can change a rules table’s design by naming or renaming inputs and outputs, clearing andadding inputs and outputs, and turning case sensitivity on or off for inputs. You make thesedesign changes on the Design page.

Caution!

Changing a table design may invalidate existing rules. Before you change a table design, exportthe table’s rules. After changing the design, you can use Excel to modify the exported rules andthen import the modified rules into the redesigned table.

ä To change a rules table design:

1 On Table Explorer page, select the table for which you change the design.

2 Click the Design Table toolbar button.

3 Take one or more of these actions:

l To change an input name, enter a new name in its place in Input Names.

l To add an input, click Add Input and then, in the new Input Names box, enter a name forthe input.

l To make rule matches for an input name case-sensitive, select Case Sensitive to the right ofthe input name.

l To clear all input information that you have entered, click Clear All immediately below theInput Names boxes.

l To turn off rule-matching case-sensitivity for an input, clear Case Sensitiveto the right ofthe input name.


l To change an output name, enter a new name in its place in an Output Names box.

l To add an output, click Add Output and then, in the new Output Names box, enter a namefor the output.

l To clear all output information that you have entered, click Clear All immediately belowthe Output Names boxes.

Tip:

You can click Reset to clear all of your entries.

4 Click Save.

Editing TablesAfter you create a table and name the inputs and outputs, you can begin entering rules into thetable. You enter the rules on the Edit page.

In the top box on the Edit page, you can select metadata member lists to load into TranslationManager. You can click Hide Lists in the upper left.

You can filter criteria to narrow the display from the member list.

With member lists hidden, you can click Show Lists in the upper right of the page to show themember lists.

You can perform these tasks from the Edit page:

l Enter rules using specific rule syntax for Translation Manager.

l Indicate a reversal of sign for the data values upon a rule match.

Editing Tables 21

l Search for records that are not currently displayed. The default number of records shownat a time is 100. You can change the number of records to display using the User Settingspage. For more information, see “Specifying User Settings” on page 55.

l Display the table in a printable format and then print it.

l Save the rules you have entered. The rules are then validated, and you receive an errormessage informing you of any duplicate rules or syntax errors.

A table is locked while an owner of a table is editing or validating rules. You cannot run anintegration while the table is locked. However, you can always view the table.

Entering and Editing RulesFrom the Edit page, you can enter rules in a new rules table, and you can edit rules in existingrules tables.

ä To enter rules in a new rules table:

1 On the Table Explorer page, use any method to access the Edit page:

l In the view pane, click the name of the table in which you want to enter rules.

l In the content frame, select the table in which you want to enter rules, then click Edit in thecontent frame or on the process bar.

l In the content frame, select the table in which you want to enter rules, then click the EditTable toolbar button.

l In the content frame, select the table in which you want to enter rules, then select File >Manage Tables > Edit.

2 Optional: Select member lists for input and output rules and filter the results.

For instructions, see “Hiding and Showing Member Lists” on page 23.

3 Enter rules using the grid format with a pattern matching syntax.

For details about rule syntax, see Chapter 3, “Translation Rule Syntax.”

Tip:

Instead of entering rules manually, you can import a text rules file to populate a rules table. Forinstructions, see “Importing and Exporting Rules” on page 31.

4 Optional: Use the Search button to find records.

The grid has its own scroll bar. Only a fixed number is shown at one time, but you can use thePrevious and Next buttons to get to more records. You can specify the number of recordsdisplayed at one time on the User Settings page. For instructions, see “Specifying User Settings”on page 55.

5 Optional: Use the buttons on the left above the rules list to add, copy, move, or delete rows in the table.

6 Click Save.

The rules are then validated, and you can resolve any error messages that you receive.


7 Optional: Click Print to display the table in a printable format and then print it.

Hiding and Showing Member ListsYou can use the Preferences functionality of Translation Manager to set up member lists thatenable you to use external or application metadata member information. The member lists arethen available on the Edit page.

Member lists are displayed at the top of the Edit page by default. You can hide the lists to makeroom for displaying more rules at one time. If the lists are hidden, you can show them again.

ä To hide the member lists on the Edit page, click Hide Lists in the upper right.

ä To show member lists on the Edit page, click Show Lists in the upper right.

Filtering Member ListsOn the Edit page, you can narrow member lists by specifying and applying filtering criteria.

ä To filter member lists:

1 On the Edit page, with member lists showing, select from the Available Lists list the member list to filter.

2 Click the Filter to the right of the Available Lists box with the name of the list to filter.

3 Enter the filter criteria in Filter Member List.

The basic rule syntax applies to the filter criteria. See Chapter 3, “Translation Rule Syntax.”

4 Select one of the following options:

l To filter on a member, select Member.

l To filter on a description, select Description.

5 Click Filter.

Editing Tables 23

Searching for a ValueYou can search from the current position or the beginning of a table for a specific value.

ä To search for a value:

1 On the Edit page, click Search above the rules list to display Search Rules.

2 FromSearch in column of, select the column in which to search.

3 In Search for, enter the search criteria.

The criteria follow the basic rule syntax. See Chapter 3, “Translation Rule Syntax.”

4 Select Use Wild Card or Match Whole Word.

5 Select Current Position or Beginning of table as the starting point for the search.

6 Click Search.

Sorting Rows in Rules TablesYou can sort the rows in a rules table by column. You can also specify whether the rows appearin ascending or descending order of your sorting criterion.

ä To sort the rows in a rules table:

1 On the Edit page, click Sort above the rules list.

Sort Rules is displayed.


2 From Sort by column, select the column by which to sort the rows.

3 Select either Ascending or Descending to specify the order in which the sorted rows are displayed.

4 Click Sort.

Adding RowsYou can add a specified number of rows to the beginning or end of a table or to another locationwithin the table. To add rows within a table, you must first select the row in the table where youwant the new row placed.

ä To add rows to a table:

1 From the Edit page, take one action:

a. To insert rows at the beginning or end of the table, click Add.

b. To insert rows within the document, select a row and then click Add to display Add RuleRows.

Editing Tables 25

2 Enter the number of rows to add.

3 Select one of the following options for where to add the rows:

l To beginning of rows

l To end of rows

l Before selected rows

Note:

The “Before selected rows” option is displayed in the dialog box only if you selected a rowon the Edit page.

4 Click Add.

Copying RowsYou can copy rows to the beginning or end of a table or within the table. To copy rows withina table, you must first select the row before which you want to paste the copied rows.

ä To copy rows:

1 On the Edit page, select the rows to copy.

2 Click Copy to display Copy Rule row showing the number of selected rows.


3 Select where to paste the selected rows.

4 If you selected Before row number, enter the row number before which to paste the copied rows.

5 Click Copy.

Moving RowsYou can move selected rows to the beginning or end of a table or to a specified location withinthe table.

ä To move rows:

1 On the Edit page, select the rows to move.

2 Click Move to display Move Rule row.

Editing Tables 27

3 Select where to move the selected rows.

4 If you selected Before row number enter the number of the row before which to move the selected rows.

5 Click Move.

Deleting RowsYou can delete selected rows from a table.

ä To delete rows:

1 On the Edit page, select the rows to delete.

2 Click Delete to display Delete Rule Row, showing the number of rows selected for deletion.

3 Click Delete.


Validating RulesYou can run a validation data set against the rules you have entered in a table. Before you cando this, you must create a validation data source for the table and upload validation data. Forinstructions, see “Creating Validation Data Sources” on page 51.

Note:

A table is locked while an owner of a table is editing or validating rules. You cannot run anintegration while the table is locked. However, you can always view the table.

ä To validate your rules:

1 Click the Table Explorer toolbar button to access the Table Explorer page if it is not already displayed.

2 In the view pane, select the folder containing the rules table to validate.

3 In the content frame, select the rules table to validate.

4 Display the Validate page by any method:

l Select File > Manage Tables > Validate.

l Click Validate on the process bar.

l Click the Validate toolbar button.

5 Select a validation data source.

6 Click Validate.

The system validates the table and, by default, displays exceptions only.

7 Optional: To see all rows in the table, select View all rows.

8 Optional: Take one or more of these actions:

l To display additional records, use the vertical scroll bar, click Next or Previous, or click thenumber of the page to display.

l To display additional columns, use the horizontal scroll bar.

l Click Filter to specify criteria and display only records that meet them. For detailedinstructions, see “Filtering Validation Results” on page 30.

l Click Reset to remove a filter.

l Click Print to display a printable version of the current view of the data.

Validating Rules 29

Filtering Validation ResultsAfter you validate a table, you can filter the validation results to show only results that meet a ccriterion. For example, you can display the results only for inputs that contain the numbersstarting with 300. You can filter on one criterion at a time.

ä To filter validation results:

1 From the validation results list, select one of the following options:

l View exceptions only to list only rows with rules that were not validated

l View all rows to list all rows in the table, with rows for rules that could not be validateddisplayed in red

2 Click Filter to display Filter Validation Results.

Filter Validation Results is displayed

3 From Filter on column, select the column to which to apply criteria.

4 In Enter filter, enter the criterion to apply.

For example, if you selected the input column in step 3, you might enter AAA to list only rowswith the input AAA.

5 Select one option:

l Use wildcards if the criterion you entered in step 4 includes wildcard characters

l Match whole word to show only the rows where the column exactly matches the criterionyou entered in step 4, with no other characters

For example, suppose that the validation results include rows with the inputs StarAAA,RegAAA3, and AAA. If you enter *AAA* as you criterion and select the Use wildcards option,all of those rows are displayed in the filtered list; if you enter AAA as your criterion and select


the Match whole word option, the row with the input AAA is displayed in the filtered list,but the rows with inputs StarAAA and RegAAA3 are not.

6 Click Filter.

Removing Validation Results Filters

ä To remove a filter from rules table validation results, click Reset.

The unfiltered results list is displayed.

Importing and Exporting RulesYou can import a text file in comma delimited format into a table that you have set up to receivethis file. After importing information, if you save the results, the import overwrites any existinginformation in the table.

You can export Translation Manager tables and edited them offline using Microsoft Excel. Youcan then import the tables back into Translation Manager. This enables you to create or maintainrules when you are not connected to the network.

The Import/Export function is especially useful if you are changing a table’s format. You shouldexport rules prior to any changes in a table’s format. Then after the format has been changed,you can import them back into the new table.

Translation Manager uses comma separated value (CSV) style parsing for import and export offiles, member list upload, and validation data source upload. This is consistent with the MicrosoftExcel style parsing. This means that if a string contains a comma or a double quote, the stringis surrounded with double quotation marks and any quotation marks within the string aredelimited by another set of quotation mark. For example, the string Jones,Frank becomes“Jones,Frank”. If a string starts and ends with quotation marks, they are enclosed within a newset of quotation marks in the export file, so that “Jones,Frank” becomes ““Jones,Frank””. Theimport also expects strings in that format.

Note:

When you upload files containing non-English data, the files must be saved with UTF-8encoding. You must insure that the editor used to create or edit these files allows you to savewith this encoding. For example, Notepad allows you to specify an encoding in the “Save As”option.

Importing RulesThe file format contains a header line consisting of the column names, followed by the rules.The columns may then be in any order, because the column names in the header determineplacement. For example:

Record 1: [Input Field Name]{Comma}Reverse Sign{Comma}[Output Field Name]

Importing and Exporting Rules 31

Remaining Records: [Input Field Value]{Comma}[Reverse Sign Value (True/False)]{Comma}[Output Field Value]

ä To import a rules file into a table:

1 On the Table Explorer, select the table.

2 Click Import/Export to display Import/Export Table Rules.

3 Enter the name of the file to import, or click Browse to locate the file.

4 Click Import.

The system displays a message that the file upload is in progress and that you should not performother actions. If the import succeeds, the Edit page displays the rules imported from the file asthe rules for the table. Otherwise, an error message is displayed on the Import/Export TableRules page.

5 On the Edit page, to save the results of the import, click Save.

Exporting RulesYou can export rules to a text file in comma delimited format. The file format contains a headerline consisting of the column names, followed by the rules. The export file contains the columnsin the following order: inputs, reverse sign, outputs.

The export function is especially useful if you are changing a table’s format. You should exportrules prior any changes in a table’s format. Then after the format has been changed, use Excelto modify the exported rules and then import them back into the new table.

Note:

All export files are saved with a UTF-8 encoding.

ä To export rules to a text file:

1 On Table Explorer, select the rules table to export.

2 Click Import/Export.

3 Click Export.


File Download is displayed.

4 Click Save.

Save As is displayed.

5 From Save in, select the directory in which to save the exported file.

6 In File name, enter a name for the export file, or select a file from the list.

The default file name is the table name with the.txt extension.

Tip:

You can select Text Document or All files from the “Save as type” list to control the contents ofthe file list.

7 Click Save.

Managing TablesFrom Table Explorer, you can perform these table management tasks:

l Change the name of a table. See “Renaming Tables” on page 33.

l Copy a table into a new table. See “Copying Tables” on page 34.

l Move tables to a different folder. See “Moving Tables” on page 34.

l Delete tables. See “Deleting Tables” on page 35.

Renaming TablesYou can change the name of a table from the Table Explorer page.

ä To rename a table:

1 Click the Table Explorer toolbar button to access Table Explorer if it is not already displayed.

2 In the view pane, select the folder containing the rules table that you want to rename.

3 In the content frame, select the rules table to rename and then click Rename to display Rename Table.

Managing Tables 33

4 Enter the new name for the table.

5 Click Rename.

Copying TablesYou can make a copy of an existing table from the Table Explorer page.

ä To copy an existing table:


2 In the view pane, select the folder containing the rules table that you want to copy.

3 In the content frame, select the rules table to copy and then click Copy.

Copy Table is displayed

4 Enter the name for the new table.

5 Click Copy.

Moving TablesYou can move tables between the Private and Public folders.

ä To move tables:


2 In the view pane, select the folder containing the rules tables to move.

3 In the content frame, select the tables to move.

Tip:

To select all tables, select the box next to the Rules Table column heading.

4 Click Move.


5 Select the folder to which to move the table.

6 Click Move.

Deleting Tables

ä To delete one or more tables:


2 In the view pane, select the folder containing the rules table that you want to delete.

3 In the content frame, select the rules tables that you want to delete and then click Delete.

4 When you are prompted to confirm the deletion, click OK.

Managing Tables 35

3Translation Rule Syntax

In This Chapter

Translation Rules Overview... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

Rules Processing Guidelines ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

Input Syntax .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

Output Syntax .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

Syntax Example ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40

Syntax Limitations for Translation Manager Upgrades... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

Translation Rules OverviewTranslation rules provide the mechanism for mapping or translating data and metadata. Thistypically includes the conversion of metadata members to data dimensions for various productssuch as Hyperion Enterprise, Oracle's Hyperion® Pillar®, and Oracle's Hyperion® Planning –System 9. The rules syntax, which is based on pattern-matching, determines how the translationrules map the data or metadata.

Rules table components:

l Inputs source

l Outputs destination

l Actual rules defining the metadata

Rules Processing GuidelinesGeneral rules-processing guidelines:

l Multiple rules can be defined within each rules table.

l Rules within a rules table are processed sequentially.

l Each rule has an input and output definition based on the number of corresponding input/output definitions created for the rules table.

l An input record will match on a rule if each input value in the record is a match for thecorresponding input definition in the rule.

l Rules are stored in the relational database and created and edited on Table Explorer inTranslation Manager.

Translation Rules Overview 37

Input SyntaxTo construct input expressions, you can either specify the actual or literal input string or use therules syntax conventions listed in Table 3.

Table 3 Input Syntax

Characters Purpose Examples

* characters that match one or more characters inthe * position

Note: Two asterisks in a row are not allowed in aninput.

*123* would match 01234, 91235, 91239

? characters that match with one character in the?position

123? would match 1231 but not 123 or 12311

\ next character is to be interpreted literally.

Used for special characters such as * ? ~ ^ \

Note: \ is the escape character. If it appears in astring, it will be skipped and the next character willbe treated as a literal character.

Why\? would match on Why?

1200\\99 would match on 1200\99

~ match on a range of values. Wildcards are notallowed.

100~ 200 would match from 100 to 200inclusive

Note: Ranges are not processed in numericorder but in an “a to z” alphabetic order as if thenumber were a text character string. If the numberof digits are the same, this is not a factor. Forexample, if account numbers are all a fixednumber of digits such as 6 digits, the a to z orderwill have no impact.

^ Matches on a space.

Note: Because leading and trailing whites spacesare trimmed from inputs and outputs, the ^ is theonly way to indicate leading and trailing spaces.Optionally, can be used in place of a space in themiddle of an input or output specification.

Acct^^100 would match on Acct 100 (twospaces)

{NULL} Match on an empty field. The word NULL is case-insensitive. For the given input field definition, noother syntax characters are allowed with this rulesyntax

Output SyntaxTo construct output expressions, you can either specify the actual or literal output string or usethe rules syntax conventions listed in Table 4.

38 Translation Rule Syntax

Table 4 Output Syntax


\ Output next character literally.

Used for special characters such as ] [ ^ \

\ is the escape character. If it appears in a string,it will be skipped and the next character will betreated as a literal character.

Why\? would output to Why?

1200\\99 would output to 1200\99

^ Output a literal space character

Note: Since leading and trailing white space aretrimmed from inputs and outputs, the whitespace is the only way to indicate leading andtrailing spaces. Optionally, can be used in placeof a space in the middle of an input or outputspecification.

Acct^^100 would match

Acct 100 (two spaces)

{NULL} Output an empty field. The word NULL is case-insenstive. For the given input field definition, noother syntax characters are allowed with this rulesyntax

[ ] Identify output value and concatenation ofvalues.

Note: The escape character \ is not allowedwithin the brackets.

Caution! Administrators can change thesecharacters to {}, () , or <> to meet specific datarequirements. Check with your administrator orcheck the Rule Syntax Settings tab of the UserSettings page for the correct syntax.

[field#] Transfer value of indicated input field in itsentirety.

The syntax to identify the input field is thesequence number based on the order ofdefinition for the input fields.

Three output fields are defined (Input1, Input2,Input3) for Output1 to output the value containedin Input2,

Output1 = [2]

[field#, * #] This is the required format if more than oneasterisk was used in the input field.

Pound sign (#) indicates the position of theasterisk in the particular input field. In theexample shown, *2 indicates the second asteriskin the input field.

Optional: Indicating the position of the asteriskis optional if there is only one asterisk in the inputfield, or if the first asterisk in the input field is tobe indicated.

If the rule definition is:

Input3 = *123*, Output1 = abc[3, *2].

If the value of Input3=91234, then the value ofOutput1 = abc4.

[field#, ? #] This is the required format if more than onequestion mark (?) was used in the input field.

Pound sign (#) indicates the position of thequestion mark in the particular input field. In the

If the rule definition is:

Input1=123, Input2=4??, Output1=abcd[2,?1]

If the value of Input1=1237, Input2=498, then thevalue of Output1=abcd9

Output Syntax 39


example shown, ? indicates the first questionmark in the input field.

Optional: Indicating the position of the questionmark is optional if there is only one question markin the input field or if the first question mark inthe input field is to be indicated.

Syntax ExampleThe input file contains information on SAP GL account structure.

Each input record format is: 01-010-001-000-1000

Where:

01= company code

010= major

001 = minor

000 = detail

1000 = division

Sample chart of accounts:

01-010-000-000-1000 = North America East Div Cash Total

01-010-001-001-1000 = North America East Div Cash Citigroup Gen Disb

01-020-000-000-1000 = North America East Div A/R Total

01-020-001-001-1000 = North America East Div Trade Receivables

01-020-001-901-1000 = North America East Div Bad Debt Reserve

Input TranslationWant to construct literals for entities (output) based on company code and division.

Such as:

01-1000 = NA, EAST

01-2000 = NA, WEST

01-3000 = NA,CENTRAL

02-0000 = EMEA

03-0000 = APAC

Solution 1

The possible syntax on the input definition to create an entity for NA, EAST:


01-???-???-???-1000

where each ? represents one position in the input field.

Solution 2

Another possible input definition to create an entity for NA, EAST could be 01*1000.

Output DefinitionThe output definition for the two solutions listed above would be:

NA,EAST

Another alternative is parse the division and company code fields out of the ERP account usingthe native facilities in HAL. Then create a Translation Table that translates the component GLcode fields or concatenate the two fields and translate them as a single string.

Syntax Limitations for Translation Manager UpgradesTable 5 lists the limitations if you are upgrading an older version of Translation Manager filesto the new syntax.

Table 5 Syntax Limitations for Upgrading Files

Description Symbol Translation Manager Equivalent

Equal = Specify value/pattern

Not equal != Not supported

Greater than > Not supported

Note: The potential workaround is to use a range rule

Greater than or equal >= Not supported. (


Less than < Not supported


Less than or equal <= Not supported


Contains *a* Can be expressed using wildcards. For example, the asterisk is used as a wildcard.

Does not contain !*a* Not supported

Begins with a* Can be expressed using wildcards. For example, the asterisk is used as a wildcard.

Ends with *a Can be expressed using wildcards. For example, the asterisk is used as a wildcard.

Does not end with !*a Not supported

Syntax Limitations for Translation Manager Upgrades 41

Description Symbol Translation Manager Equivalent

Is special =+ Can be expressed using wildcards.

Is not special !=+ Not supported

Is invalid >< Not supported

Range a...z a~z


4Managing Preferences

In This Chapter

Manage Preferences Pages ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

Managing Member List Folders and Member Lists.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

Deleting Member List Folders .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

Managing Member Lists .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

Validation Data... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50

Specifying User Settings... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

Manage Preferences PagesUsing the Manage Preferences pages, you can manage these items:

l Member list folders and member lists—Member lists are application-specific metadata andare used as help lists to create rules. Member lists are organized into folders. For moreinformation, see “Managing Member List Folders and Member Lists” on page 43.

l Validation data—Validation data sources are data files associated with specified rules tables.The files are run against rules to verify the rules. For more information, see “ValidationData” on page 50.

l User settings—User settings control the display of records on each page. For moreinformation, see “Specifying User Settings” on page 55.

Managing Member List Folders and Member ListsYou can group member lists into folders according to applications or according to categories(such as Accounts, Entities, or Default) within the applications. The Default folder alwaysremains in the system. You can create or rename a folder, and you can delete an empty folder.

You can create a member list in a specified folder. The member list name is specified and thesource file of the list is uploaded and stored in RDBMS for further access. You can view thespecified member list, update it by uploading a new source file to replace the data in the RDBMS,rename the member list, move it to any folder, or delete the member list.

You manage member list folders and member lists from the Member Lists page.

Manage Preferences Pages 43

Accessing Member Lists

ä To access Member Lists from any other page, select File > Preferences > Member Lists.

Managing Member List FoldersA list of available member list folders is displayed under Member List Folders on the MemberList page. You can create a folder, rename a folder, or delete an empty folder.

Creating Member List FoldersYou can create one or more member list folders to hold the member lists associated with anapplication, such as Accounts or Entities.

ä To create a member list folder:

1 On the Member Lists page, above Member Lists Folders, click Create.

2 In Create Member list Folder, enter a name for the folder.

The name can contain letters, numbers, spaces, hyphens, and underscores.

44 Managing Preferences

3 Click Create.

The new folder is added to the Member List Folders list.

Renaming Member List FoldersYou can change the names of member list folders. A member list folder name can contain letters,numbers, spaces, hyphens, and underscores.

ä To rename a member list folder:

1 On the Member Lists page, under Member Lists Folders, select the folder to rename.

2 Above Member Lists Folders, click Rename.

3 In Rename Member List Folder, enter a new name for the member list folder and click Rename.

On the Member Lists page, the new folder name replaces the old one under Member List Folders.

Deleting Member List FoldersYou can delete a member list folder that is empty. Attempting to delete a member list folder thathas a member list in it produces an error message. You can delete only one folder at a time.

ä To delete an empty member list folder:

1 On Member Lists , under Member Lists Folders, select the folder to delete.

2 Above Member Lists Folders, click Delete.

3 When prompted to confirm the deletion, click OK.

Managing Member ListsWhen you select a folder under Member List Folders on the Member Lists page, the names ofthe lists in the folder are displayed under Member List. You can create a list in the selected folder,and you can view, update, rename, move, or delete any list in the selected folder.

Deleting Member List Folders 45

Creating Member ListsGuidelines:

l Member lists have a two-field delimited file upload format. The field delimiter is user-definable, and the input fields are positional. The file format is as follows:

[MemberName] [Delimiter] [MemberDescription]

l Each field can contain a maximum of 80 characters.

l The sample files provided as part of the Translation Manager installation were generatedfrom a Hyperion Enterprise system extract file with a sample applications. The samplemember list files use an exclamation point (!) as the delimiter.

ä To create a member list:

1 On Member Lists , under Member List Folders, click the name of the folder in which to create the memberlist.

The folder is opened, and its contents are listed under Member List.

2 Above Member List, click Create.

Create Member List is displayed.

3 In Create Member List, enter a name for the new list.


4 Click Browse and navigate to the file to upload for the new list.

5 Specify the delimiter for the uploaded file:

l To use a tab as the delimiter, select Tab.


l To use a character as the delimiter, select Character and then enter the character in the boxto the right of the option.

6 Click Create.

A progress message is displayed in the dialog box. Wait until the dialog closes before performingany other operations.

Note:

When you upload files that contain non-English data, the files must be saved with UTF-8encoding. You must ensure that the editor you use to create or edit these files enables you tosave with UTF-8 encoding. For example, with Notepad you can specify UTF-8 encoding whenyou use the Save As command.

Viewing Member ListsYou can select one member list at a time to view.

ä To view a member list:

1 On the Member Lists page, under Member List, select a list to view.

2 Click View.

The list is displayed in the View Member List dialog box.

Managing Member Lists 47

3 When you finish viewing the list, click Close.

Updating Member ListsYou can update a member list by uploading a file to overwrite the current file and store the newlist in the database.

Member lists have a two-field, delimited file format. The field delimiter is user-definable, andthe input fields are positional. The file format:

[MemberName][Delimiter][MemberDescription]

ä To update a member list:

1 On the Member List page, above Member List, select the member list to update.

Note:

You can update only one list at a time.

2 Click Update to display Update Member List.

3 In Enter the file to load, enter the name of the file to replace the selected member list, or click Browseand navigate to the file.



l To use a character as the delimiter, select Character and then enter the character.

5 Click Update.


Note:

When you upload files that contain non-English data, the files must be saved with UTF-8encoding. You must ensure that the editor you use to create or edit these files enables you to


save with UTF-8 encoding. For example, with Notepad you can specify UTF-8 encoding whenyou use the Save As command.

Renaming Member ListsYou can change the names of member lists. You can rename only one list at a time.

ä To rename a member list:

1 On the Member Lists page, under Member List, select a list to rename.

2 Above Member List, click Rename to display Rename Member List.

3 In Enter the new member list name, enter the new name.


4 Click Rename.

On the Member Lists page, the new name replaces the old name under Member List.

Moving Member ListsYou can move a member list from one folder to another.

ä To move a member list:

1 On the Member Lists page, under Member List, select one or more lists to move.

2 Click Move to display Move Member List(s).

Managing Member Lists 49

3 Select the folder to which to move the selected lists and click Move.

On the Member Lists page, the destination folder is open, and the name of the list that youmoved is displayed under Member List.

Deleting Member ListsYou can delete one or more member lists on the Member List page.

ä To delete member lists:

1 On the Member Lists page, under Member List, select one or more lists to delete.

2 Above Member List, click Delete.


Validation DataAll validation data sources are associated with available rules tables. A validation data sourcemust match the schema of the rules table with which it is associated.

On the Validation Data page, you can create validation data sources for a specified rules table.You can also view, date, rename, and delete validation data sources.

The Validation Data page includes two lists: Available Rules Tables and Validation Data Sources.When you select a rules table under Available Rules Tables, the validation data sources for theselected table are listed under Validation Data Sources.


Figure 3 Validation Data Page

Accessing the Validation Data Page

ä To access the Validation Data page, use one of these methods:

l If you are on another Manage Preferences page, click Validation Data on the process bar.

l From any Translation Manager page, select File > Preferences > Validation Data.

Creating Validation Data SourcesOn the Validation Data page, you can select a rules table and create a validation data source forit. The file format for validation data sources consists of input values separated by commas. Thenumber of input values corresponds to the number of inputs specified in the rules table.

ä To create a validation data source:

1 On the Validation Data page, select the table for which to create a validation data source.

Note:

When a table is selected on the Validation page, its name is not underlined.

2 Click Create to display Create Validation Data.

Validation Data 51

3 Enter a name for the new validation source.


4 Click Browse and navigate to the file to load for the new validation data source.

5 Specify the delimiter for the file that you are loading:



6 Click Create.

A progress message is displayed in the dialog box. Wait until the dialog box closes beforeperforming any other operations.

Note:


Viewing Validation Data Sources

ä To view a validation data source:

1 On the Validation Data page, select the validation data source to view.

You can view only one validation data source at a time.

2 Click View.


3 When you finish viewing the validation data source, click Close.

Updating a Validation Data SourceWhen you update a validation data source, you upload a file that overwrites the existing file. Thefile format for validation data sources consists of input values separated by commas. The numberof input values corresponds to the number of inputs specified in the rules table

ä To update a validation data source:

1 On Validation Data, select the validation data source to update.

Note:

You can update only one validation data source at a time.

2 Click Update to display Update Validation Source.

Validation Data 53

3 In Enter the file to load enter the name of the file to upload, or click Browse and navigate to the file.




5 Click Update.


Note:


Renaming Validation Data SourcesYou can change the name of a validation data source on the Validation Data page. You canrename only one validation data source at a time.

ä To rename a validation data source:

1 Access the Validation Data page. See “Accessing the Validation Data Page” on page 51.

2 Under Available Rules Tables, select the rules table with the validation data source to rename.

3 Under Validation Data Sources, select the validation data source to rename.

4 Click Rename to display Rename Validation Data Source.


5 Enter the new name for the validation data source and click Rename.

On the Validation Data page, the new name replaces the old name under Validation DataSources.

Deleting Validation Data Sources

ä To delete a validation data source:

1 Access the Validation Data page. See “Accessing the Validation Data Page” on page 51.

2 Under Available Rules Tables, select the rules table with the validation data source to delete.

3 Under Validation Data Sources, select the validation data source to delete.

Tip:

To select all validation data sources in the list, select the check box next to the Validation Dataheader.

4 Click Delete.


Specifying User SettingsOn the User Settings page, you can specify a default setup for the Edit and Validate Table pages.Users of the Administrator type can also perform these tasks from the User Settings page:

l Specify whether Translation Adapter users can run integrations while rules tables are beingedited in Translation Manager. See “Selecting a Table Settings Option” on page 66.

l Define their own syntax for pattern matching to ensure that translation results are correct.See “Selecting Rule Syntax Characters” on page 66.

Specifying User Settings 55

Accessing the User Settings PageFrom User Settings, you can set defaults for the Edit and Validate Table pages, an option forpessimistic or optimistic table locking, and the start and end characters for output patterns.

ä To access User Settings, select File > Preferences > User Settings.

Tip:

From another Manage Preferences page, you can click User Settings on the process bar.

Selecting User Display SettingsYou can specify the number of records that are displayed on each Edit and Validate page. Youcan also specify whether to show or hide member lists and the Reverse Sign column by default,and you can select a theme for the user interface.

ä To select user settings:

1 Access User Settings. See “Accessing the User Settings Page” on page 56.

2 On the User Settings of Edit View:


a. In the Records Per Page box, enter the number of records to be included on each Editpage.

By default, each Edit page displays 100 records.

b. Select an option for displaying or hiding member lists by default.

c. Select an option for displaying or hiding the Reverse Sign column by default.

3 In Records Per Page under Validation View, enter the number of records to be included on each Validationpage.

By default, each page includes 100 records in the Validation view.

4 Select a user interface theme from UI Themes.

5 Take either action:

l Click Save to save the new user display settings.

l Click Reset to return the user display settings to those that are already saved in the database.

Specifying User Settings 57

5Translation Manager

Administration

In This Chapter

Administration Menu... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59

User Preference Page... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65

Administration MenuThe Administration menu is available only to users of the Administrator type. If you log on asa user of the User type, the menu bar that you see does not include the Administration menu.

You select commands from the Administration menu to perform the tasks described in thefollowing topics:

l “Provisioning Users” on page 59

l “Synchronizing Users” on page 60

l “Managing Access Rights to Rules Tables” on page 61

l “Changing Table Ownership” on page 64

Provisioning UsersWhen you provision users, you grant them access to Translation Manager and assigning theiruser types, which can be Administrator or User. You provision users through the Shared ServicesUser Management Console.

Note:

Before you can provision users for Translation Manager, they must be registered with SharedServices.

ä To provision users, select Administration > User Management > Provision.

The Shared Services User Management Console is displayed.

Administration Menu 59

Synchronizing UsersAfter you provision users or remove provisioning for users from the Shared Services UserManagement Console, you must synchronize the Shared Services list of provisioned users withTranslation Manager. You use the Administration menu in Translation Manager to synchronizethe lists.

ä To synchronize the Translation Manager user list with the Shared Services list of provisionedusers:

1 Select Administration > User Management > Synchronization.

The User List dialog box is displayed. It shows all the users on the Translation Manager user list.

2 Click Synchronize.

A status line at the bottom of the User List dialog box tells you how many users have been addedand deleted.

60 Translation Manager Administration

3 Click Close.

Managing Access Rights to Rules TablesYou use the Access Rights page to manage users’ rights to edit or view specific rules tables.

ä To manage access rights to a table:

1 From any Translation Manager page, select Administration > Rules Table Properties.

The Access Rights page is displayed


2 Select the table for which to manage access, then click Manage Access Rights.

Assign Access Right is displayed.

3 From Assign Access Right, complete one or more of the following procedures.

ä To grant access rights to the table:

1 Click Add to display Add Access Rights.


2 From the Users list, select one or more users.

3 Select elect a Type of Access option.

4 Click Add.

Assign Access Rights lists the users who have access to the table, along with their access rights.

5 To grant more users access to the table, repeat step 1 through step 4.


For example, repeat the steps if you just granted View rights to one or more users and you nowwant to grant Edit rights to other users.

6 When you finish granting access rights to the table, click Close.

ä To edit access rights to the table:

1 Select the users whose rights you want to edit.

2 Click Edit to display Edit Access Rights.

3 Select a Type of Access option.

4 Click Set.

Assign Access Rights shows the access rights for each user.

ä To remove access rights to the table:

1 Select the users whose rights you are removing.

2 Click Remove Access.

3 Click OK to confirm the removal of access rights.

Assign Access Rights shows a user list that no longer includes users whose rights you removed.

4 Click Close.

Changing Table OwnershipAn administrator can change the ownership of a rules table.


ä To change ownership of a table:

1 From any page in Translation Manager, select Administration > Rules Table Properties to display AccessRights.

2 Click Change Ownership on the process bar.

3 On Change Ownership, select the user name of the current owner to display a list of all the tables that userowns.

4 Select the table for which to change ownership.

5 Click Change Ownership.

Change Table Ownership is displayed.

6 Select a new owner and click Change,

Note:

You can select only one new owner.

The Change Ownership page shows the new owner’s name selected. It lists all the tables that thisuser owns.

User Preference PageThe User Preference page includes two tabs that only Translation Manager administrators canuse: Table Settings and Rule Settings Syntax. Use these tabs for the tasks described in these topics:

l “Selecting a Table Settings Option” on page 66

l “Selecting Rule Syntax Characters” on page 66

User Preference

Selecting a Table Settings OptionThe Table Settings tab of User Preferences specifies whether Translation Adapter users can runintegrations while tables are being edited in Translation Manager. Only users of theAdministrator type can change the setting on this tab.

ä To change the Table Settings option:

1 Access User Preferences. For instructions, see “User Preference Page” on page 65.

2 Select the Table Settings tab.

3 Select one Table Lock Type option:

l Enable running integrations while in edit mode: Prevent Translation Adapter users fromrunning integrations referencing rules tables while the tables are being edited.

Caution!

Running an integration while a table is being edited can compromise the integrity of theintegration results.

l Disable running integrations while in edit mode: Prevent Translation Adapter users fromrunning integrations referencing rules tables while the tables are being edited.

Selecting Rule Syntax CharactersOn the Rule Syntax Settings tab of the User Preferences, you can define your own syntax forpattern matching if you are a user of the Administrator type. This feature is useful for ensuringthat a specific type of data is regarded as conforming to a syntax rule so that translation resultsare correct.

Hyperion recommends caution in defining rule syntax, for two reasons:

l Changing the syntax can confuse other users who follow standard rule syntax guidelines andfind out later that the rule syntax was changed.

l Changing the syntax after rules are defined with older syntax characters can lead to problemswith integrations; the syntax may be regarded as data, or the data may be regarded as syntax.To avoid these problems, ensure that the data and rule syntax in existing tables do not conflictconflicts with the new rule syntax characters.



ä To select rule syntax characters:

1 Access User Settings. See “User Preference Page” on page 65.

2 Select the Rule Syntax Settings tab.

3 From Output Pattern Start and End Characters, select a pair of start and end characters.

4 Take one action:

l To save your selection of start and end characters, click Save.

l To undo your selection and return to the previous start and end characters, click Reset.

User Preference

6Tutorials Using Sample Files

In This Chapter

Working with Sample Files .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69

Task 1: Creating a Translation Table ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70

Task 2: Importing Data into a Translation Table ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72

Task 3: Loading a Validation Data Source... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73

Task 4: Validating a Translation Table ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75

Task 5: Exporting a Translation Table ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77

Task 6: Creating Member Lists.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79

Task 7: Using Member Lists.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81

Task 8: Managing Tables with Table Explorer.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82

Task 9: Building an Application Link Flow Diagram.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84

Task 10: Modifying Translation Adapter Design Time Properties .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86

Working with Sample Files

Note:

This chapter assumes that you can log on to Translation Manager and access Table Explorer.

The tutorials in this chapter should be used with the sample files that are installed withTranslation Manager. By default, these files are installed in the following directory:

drive:\Hyperion\TranslationManager\9.3\Samples

Note:

If Translation Manager is installed in a different directory on your system, substitute thatdirectory name for drive:\Hyperion\TranslationManager\9.3. throughout the tutorials.

The Samples directory has four subdirectories:

l HAL

l Import/Export

l Lists

Working with Sample Files 69

l Validation Sources

Task 1: Creating a Translation TableYou can Translation Manager tables that use multiple input and output fields. This enables youto establish translation rule logic that depends on multiple input values. You can also translatesingle or multiple input fields to multiple output fields. Creating a translation table is the firststep before creating or importing your first rules.

ä To create a translation table:

1 Log on to Translation Manager:

a. Open the Logon page using either method:

l From the Windows Start menu, select Programs > Hyperion > Translation Manager> Translation Manager.

l Navigate to http://Server:Port/HyperionTranslationManager, whereServer is the name of the computer hosting Web application server and Port isnumber of the port that listens for HTTP requests.

b. In the User Name box on the Logon page, enter your user ID.

c. In the Password box, enter your password.

d. Click Log On.

Table Explorer is displayed.

2 On Table Explorer, click Create.

Create Table is displayed.

3 In Enter the new rules table name, enter a unique name for the rules table; for exampleRuleExample.

70 Tutorials Using Sample Files

4 Enter an input name into the first box if the Input Names section; for example, Input1.

Note:

To create a table, you must specify at least one input.

5 Enter an output name into the first box in the Output Names section; for example, Output1.

6 Click Save.

Design Table is displayed for the rules table that you created. Note the table name in the upperright and the entries in the Input Names and Output Names boxes.

Task 1: Creating a Translation Table 71

Task 2: Importing Data into a Translation TableNow that you have created a table, you can either create rules or import ASCII data sources thatare properly formatted in the right syntax into Translation Manager. This task provides a quickstart that enables you to become familiar with the pattern-matching rule syntax.

Note:

This task assumes that you have completed “Task 1: Creating a Translation Table” on page 70.

ä To import a rules file:

1 Click Table Explorer button on the process bar to access the Table Explorer page if another page is displayed.

Tip:

If the cursor rests on a toolbar button for a few seconds, the title of the button is displayed.

2 In the view pane, select the Private folder if it is not already selected.

3 In the content frame, select the rules table that you created in “Task 1: Creating a Translation Table” onpage 70, then click Import/Export.

Tip:

Instead of clicking the Import/Export button in the content frame, you can click the Import/Export Table button on the toolbar, or you can click Import/Export in the process bar.

The Import/Export page for the selected table is displayed.

4 Click Browse and navigate to this directory: drive:\Hyperion\TranslationManager\9.3\Samples\ImportExport

5 Double-click the sample file RuleExamples.txt.

6 Click Import.

When the import succeeds, the Edit page is displayed, and the imported translation rules arelisted at the bottom of the Edit page.


7 Click Save (above the Output list) to save the imported rules.

A message at the top of the Edit page confirms that the imported rules have been saved.

The sample imported file (RuleExample.txt) contains example rules for all the valid inputpattern matching formats as well as output field string movement directives. This demonstratesthe rule syntax and is not meant as a business example.

General Notesl You can click Hide Lists to hide the upper frame of the Edit page and view more translation

rules.

l Input fields may contain a maximum of 80 characters.

l The format of an import file is CSV (comma separated value or comma delimited) with thefirst record reserved for field name identifiers. A one-input and one-output table format isas follows:

Record 1: [Input Field Name]{Comma}Reverse Sign{Comma}[Output FieldName]

Remaining Records: [Input Field Value]{Comma}[Reverse Sign Value (True/False)]{Comma}[Output Field Value]

Task 3: Loading a Validation Data SourceYou can validate translation rules in Translation Manager while they are being developed, butfirst you must load validation data sources into the system. A validation data source is anydelimited ASCII file that contains representative data to be translated.

An existing application data load file is an excellent starting point for creating a validation datasource. You can also use Application Link to format a file that can be loaded into the system.

Task 3: Loading a Validation Data Source 73

Validation data source import supports a delimited file format and allows user defined fielddelimiters. Input fields are positional and should match the format of your translation table.The input fields must be positioned within each record as they are in the translation table. Aftera validation source is loaded, you can verify translated data results during an editing session orfrom the Table Explorer.

Note:

This tutorial assumes that you have completed “Task 2: Importing Data into a Translation Table”on page 72.

ä To load a validation data source:

1 From any Translation Manager page, select File > Preferences > Validation Data.

2 In the Available Rules Tables in the left frame of Validation Data, click the name of the rules table thatyou created in Task 1 (for example, RuleExample) and then click Create to display Create validation DataSource.

Note:

If the table name is not underlined, it is already selected.


3 In Enter the new validation data source name , type ExampleData.

4 Click Browse and navigate to this directory: drive:\Hyperion\TranslationManager\9.3\Samples\ValidationSources

5 Select the RuleExamplesValidation file.

6 Accept the default Delimiter option selection (Tab) and click Create.

When the file is loaded, a message at the top of the Validation Data page tells you that thevalidation data source has been created, and the name of the new validation data source isdisplayed in the Validation Data Sources frame.

Task 4: Validating a Translation TableAfter you create a table, enter or import the rules, and load validation data sources, you canvalidate a translation table. The table is validated against any validation data source that youassociated with it.

Note:

This tutorial assumes that you have completed “Task 3: Loading a Validation Data Source” onpage 73.

ä To validate a translation table:

1 Click the Table Explorer button to access the Table Explorer page if it is not already displayed.


3 In the content frame, select the rules table that you created in “Task 1: Creating a Translation Table” onpage 70, then select File > Manage Tables > Validate.

Task 4: Validating a Translation Table 75

Tip:

Instead of selecting the Validate command from a menu, you can either click Validate on theprocess bar or click the Validate Table button on the toolbar.

4 From Specify validation data source on the Validate page, select ExampleData.

5 Click Validate.

The system validates the table and displays any exceptions.

6 Select View all rows.

The Validate page shows all rows, with exceptions displayed in red.


7 Scroll down to view record 26, and in the Rule column click the rule 10 hypertext link.

The View Rule dialog box is displayed, showing the rule that translated record 26.

8 When you finish viewing the rule, scroll to the far right in the dialog box and click Close.

Task 5: Exporting a Translation TableTranslation Manager tables can be exported, edited offline with Excel, then imported back intoTranslation Manager. This enables you to create or maintain rules when you are not connectedto the network. Exporting is also useful when you want to change a table’s format so that youthe rules can be saved and then imported back into Translation Manager after the table formatchanges.

ä To export, edit and then import a translation table:



3 In the content frame, select the rules table that you created in “Task 1: Creating a Translation Table” onpage 70, then click Import/Export to display the Import/Export page.

Task 5: Exporting a Translation Table 77

4 Click Export.

A file download dialog box is displayed.

5 Click Save and browse to the directory in which to save the files.

6 Type RuleExample.csv as the name of the export file and then click Save.

Note:

The CVS (comma-separated values) file format is supported by Microsoft Excel. Saving the filewith the.cvs extension ensures that it is in this format.

7 Launch Microsoft Excel and open the RuleExample.csv file.

8 Edit line 18 to add these values:

Table 6

Column Value

Input 200 (‘200)

Reverse Sign FALSE

Output Excel Translation

9 Save the file and then exit Excel, clicking Yes in response to any prompts.

10 On the Table Explorer page, select the rules table that you exported earlier in this tutorial.

11 Click Import/Export.

Import/Export is displayed.

12 Click Browse and navigate to the RuleExample file that you edited and saved with Excel, then clickImport.

13 Click Save (above the Output list) to save the imported changes.

14 Scroll to row 17 to see the changes that you made in Excel.


Task 6: Creating Member ListsTranslation Manager supports an ease-of-use feature called Member Lists. This feature enablesyou to import an ASCII file that contains external or application metadata member information.These lists then become available for use when you edit a translation table.

This task familiarizes you with the process of creating your own member lists. Here is somegeneral information about member lists:

l Member lists have a two field-delimited file import format. The field delimiter is userdefinable and the input fields are positional. The file format is as follows:

[MemberName][Delimiter][MemberDescription]

l Each field can contain a maximum of 80 characters

l The sample files are available as examples and were generated from a Oracle's Hyperion®Enterprise® system extract file using a sample application. The sample member list files usean exclamation point ( ! ) as the delimiter.

ä To create member lists:

1 From any page, select File > Preferences > Member Lists.

Member Lists is displayed.

2 Click Create above Member List to display Create Member List.

Task 6: Creating Member Lists 79

3 Type the following new member list name: SampleAppAccountList.

4 Click Browse and navigate to this directory: drive:\Hyperion\TranslationManager\9.3\Samples\Lists

5 Select the SampleAppAccountList file.

6 Select Character as the delimiter, then type an exclamation point ( ! ) in the box.

7 Click Create.

When the loading is complete, the Member Lists page displays the new list under Member List.


8 Repeat step 2 through step 7 and create a member list called SampleAppEntityList,withSampleAppEntityList as the file to upload.

When the loading is complete, the Member Lists page displays both new list names underMember List.

Task 7: Using Member ListsThis guides you through the use of member lists to edit translation rules tables. It assumes thatyou have completed “Task 6: Creating Member Lists” on page 79.

ä To use member lists while editing rules:



3 In the content frame, select the rules table that you created in “Task 1: Creating a Translation Table” onpage 70, then click Edit.

4 On the Edit page, if the member lists are not displayed, click Show Lists.

5 Select member lists:

l From the Available List drop-down list on the left, select SampleAppAccountList and thenclick Go.

l From the Available List drop-down list on the right, select SampleAppEntityList and thenclick Go.

Both member lists that you selected are displayed in the top of the content frame.

Task 7: Using Member Lists 81

Tip:

You can copy and paste members from the list into destination fields by using standardCtrL-C and Ctrl-V keyboard combinations.

Task 8: Managing Tables with Table ExplorerThis task shows how to perform common table management tasks such as copying, renaming,and deleting tables and moving a table between directories.

Translation Manager uses the concept of public and private tables. Private tables can be accessedonly by their owners. Public tables are available for all users to view. You can edit a public tableif you own it or have Edit access rights to it.

When you create a table, you become its owner, but users of the Administrator type can changetable ownership. Administrators can also assign access rights to tables. See “Changing TableOwnership” on page 64.

ä To copy a translation table:



3 In the content frame, select the rules table that you created in “Task 1: Creating a Translation Table” onpage 70, then click Copy.

The Copy Table dialog box is displayed.


4 In Enter the name for the new table, type MyNewTable and click Copy.

Table Explorer is displayed, with a listing for MyNewTable.

ä To rename a table:

1 On the Table Explorer page, select MyNewTable and click Rename.

Rename Table is displayed.

2 In Enter the new table name, type ProductionRuleExample and then click Rename.

Table Explorer is displayed, with a listing for ProductionRuleExample.

ä To move a table between directories:

1 From the Table Explorer page, select ProductionRuleExample and click Move.

Move Table is displayed.

2 Select Public as the destination folder and click Move.

The Table Explorer page lists the contents of the Public folder, which now includes theProductionRuleExample table.

ä To delete a table:

1 On the Table Explorer page, in the Public folder, select ProductionRuleExample

2 Click Delete.

Task 8: Managing Tables with Table Explorer 83

A message is displayed asking you to confirm the deletion.

3 Click OK.

Task 9: Building an Application Link Flow DiagramThe goal in creating and managing translation rules is to apply the rules to data being processedby Application Link. Translation Adapter is an Application Link interface into TranslationManager. This task focuses on modifying a trivial Application Link adapter process so that youcan see the translation process in action.

Note:

Before building an Application Link flow diagram, you must have Application Link (Full Use)and Translation Adapter installed. This task also requires an active Translation Managerapplication server.

ä To use Translation Adapter within an Application Link flow diagram:

1 Make sure that you are logged on to Translation Manager.

2 Launch Application Link.

3 Open the sample adapter project called ExampleRules.prp, which is installed by default in thefollowing directory: drive:\Hyperion\TranslationManager\9.3\Samples\HAL

4 Double-click any Example Translation Adapter instance.


5 Click Refresh.

The Translation Manager logon screen is displayed.

6 Enter your server name, user name, and password, then click OK.

7 Select the appropriate RuleExample translation table. The adapter displays the table as [TableName]:[Owner].

8 Click OK to close this Translation Adapter design-time dialog.

9 From the Application Link flow diagram, double-click any Login Information variable adapter.

10 Enter the appropriate initial values for Server Name, User Name, and Password, then click OK to save yourchanges.

Task 9: Building an Application Link Flow Diagram 85

Note:

You do not need to change the Prompt value.

11 From the Application Link flow diagram, double-click any Filenames variable adapter.

12 Change the paths to each filename listed. The input file must map to theRuleExamplesValidation.txt file that is located in drive:\Hyperion\TranslationManager\9.3\ Samples\ValidationSources. The Output file and ExceptFilecan have any names that you choose.

13 Click OK to save your changes and close the adapter dialog box.

14 From the Application Link flow diagram, select File > Save.

15 Click F5 to run this adapter process.

16 Review the results of the translation. If the adapter process succeeds, the translation results open in Notepad.If the adapter process fails, correct any errors and try again. Adapter process errors are frequently causedby typos such as mistyped file names, directory names, or user names.

Task 10: Modifying Translation Adapter Design Time PropertiesThis task helps you become familiar with the Translation Adapter design time dialog box tabsand the ports available at runtime.

ä To learn about Translation Adapter:

1 Launch Application Link.

2 Either open an existing project or create a project by selecting File > New Project.


3 Drag a new Translation Adapter instance from the palette to the flow diagram workspace.

4 Enter logon information (server name, user name, and password).

The Rules tab is displayed.

You can select a translation table from Select Rules Table. Your user name determines whattables you can access. You can also control how untranslatable values are handled.

5 Select the RulePreview tab.

From this tab, you can verify that the correct table has been selected by previewing a few rulesfrom the selected translation table. You cannot modify any information on this tab.

6 Select the ValuePorts tab.

From this tab, you can specify value ports that reverse the sign of any values being passed throughTranslation Adapter. These ports are not required if you are not changing the sign of any values.

7 Select the Errors tab.

From this tab, you can control where the translation exception file gets created and whether loginformation should be appended or overwritten.

8 Click OK to close the adapter dialog.

9 Select the Translate method from the adapter drop-down list.

10 Right-click the adapter and select Show All Ports.

Task 10: Modifying Translation Adapter Design Time Properties 87

Review the available ports:

l Login Object (optional): Provides optional runtime Login and connection flexibility in moreadvanced adapter processes. Generally not needed.

l Exception File (optional): Enables a runtime override for the exception file location.Requires a valid filename.

l Rule Table Name (optional): Enables a runtime override for the selected rules table. Requiresa valid Table Name and Owner combination.

l Rule Table Owner (optional): Enables a runtime override for the Rules Table owner. SeeRue Table Name port.

l Untranslated Input Optional (optional): Enables a runtime override for the handling ofuntranslated records. Requires the following values: 1-fill with a value or 2- terminate.

l Fill Value (optional): Enables a runtime override to the value used when an input recordcannot be translated. Ignored if Terminate on Untranslated Record is enabled.

11 Close Oracle's Hyperion® Application Link.


Index

AAdministration menu, 59

CChange Ownership page, 64Comma Separated Value (CSV), 9concepts

private vs. public tables, 10rules syntax, 8security, 9table ownership, 9user types, 9

Eexporting rules

overview, 31procedure, 32

Ffiltering

member lists, 23validation results, 30

filters, removing from validation results, 31folders, moving tables between, 34

Iimporting rules


initial tasks, 10

Llogging off, 10logging on, 10

MManage Preferences pages, 43masthead, 13

expanding and collapsing, 12member lists

creating, 46creating folders, 44deleting, 50deleting folders, 45filtering, 23hiding, 23managing, 43managing folders, 44moving, 49renaming, 49renaming folders, 45showing, 23updating, 48viewing, 47

Member Lists page, 44moving tables, 34

Oownership of tables

changing, 64overview, 9

Ppages

Change Ownership, 64Member Lists, 44Table Explorer, 17User Preference, 65User Settings, 56Validation Data, 51

private and public tables, 10

A C E F I L M O P R S T U V W

Index 89

Rrenaming tables, 33rows

adding to a table, 25copying in a table, 26deleting from a table, 28moving in a table, 27sorting, 24

rule syntaxselecting characters, 66

rulesexporting


importingoverview, 31procedure, 31

syntax, 8example, 40input syntax, 38limitations, 41output syntax, 38

validating, 29rules tables

creating, 18deleting, 35managing access to, 61

SSample Files, 69searching for values in tables, 24security, 9settings, user display, 56Sign Reversal, 9sorting rows in a table, 24syntax

example, 40for rules, 8limitations, 41

TTable Explorer page

accessing, 18overview, 17

table settings option, selecting, 66tables

adding rows, 25changing ownership, 64copying, 34copying rows, 26deleting rows, 28managing, 33moving, 34moving rows in, 27ownership, 9private vs. public, 10renaming, 33searching for values, 24sorting rows, 24

typical workflow, 10

Uuser

settings, 55types, 9

user display settings, 56User Preference page, 65User Settings page, 56users

provisioning, 59synchronizing, 60

Vvalidating rules, 29Validation Data page, 51validation data sources

creating, 51deleting, 55overview, 50renaming, 54updating, 53viewing, 52

validation resultsfiltering, 30removing filters from, 31

values, searching tables for, 24

Wworkflow, typical, 10

A C E F I L M O P R S T U V W

90 Index

hyperion translation manager release 9.3.1 user's guide · see chapter 3, “translation rule...

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