Manage & Govern Enterprise Data Assets with Enterprise Data Management Cloud LVC

Introduction to Oracle Enterprise Data Management Cloud

• Objectives
• Enterprise Data Management Use Cases
• Enterprise Data Management Process
• Summary

Registering Applications

• Objectives
• Enterprise Data Management Applications
• Registering Applications
• Application Types
• Application Connections
• Defining Applications
• Completing Registration
• Application Registration Examples
• Summary

Understanding the Information Model

• Objectives
• Application Objects
• Application Objects: Additional Views
• Data Chain Objects: Node Type
• Data Chain Objects: Hierarchy Set
• Data Chain Objects: Node Set
• Data Chain Objects: Viewpoint
• Data Chains for Lists
• Data Chains for Hierarchies
• Lists and Hierarchies
• Properties
• Alternate Hierarchies and Top Nodes
• Shared Nodes
• Summary

Working with Enterprise Data Using Views

• Objectives
• Views
• Time Labels
• Viewpoints
• Duplicate Viewpoint Tabs
• Exploring and Managing Data
• Validating Data
• Comparing Data
• Compare Profiles
• Node Links in Viewpoint Comparisons
• Creating and Saving Compare Profiles
• Downloading Compare Results
• Inspecting Viewpoints
• Inspecting Viewpoints: General Tab
• Inspecting Viewpoints: Definition Tab
• Inspecting Viewpoints: Related Viewpoints
• Inspecting Viewpoints: Properties Tab
• Inspecting Viewpoints: Queries Tab
• Inspecting Viewpoints: Subscriptions Tab
• Inspecting Viewpoints: Lineage Tab
• Inspecting Viewpoints: Data Chain Tab
• Viewpoint Queries
• Defining Queries
• Private and Public Queries
• Promoting Queries
• Orphan Node Queries to Reconcile and Complete Hierarchies
• Downloading Viewpoints
• Summary

Changing Enterprise Data with Requests

• Objectives
• Using Requests to Change Data
• Changing Data
• Change Actions
• Model After Overview
• Adding a Node by Modeling After an Existing Node
• Considerations for Model After
• Creating a Node in the Same Viewpoint
• Visualizing Request Changes
• Working with the Node Clipboard
• Loading Request Items from a File
• Validating Requests
• Working with Request Comments
• Working with Request Attachments
• Request Actions
• Considerations for Assigning Requests
• Collaborating
• Considerations for Collaborating
• Setting Request Priority
• Submitting Requests
• Working with Request Activity
• Inspecting Requests
• Downloading Requests to Files
• Summary

Matching and Merging

• Objectives
• Matching and Merging
• Use Cases
• Process Overview
• Data Sources
• Creating Data Sources
• Matching Rules
• Creating Matching Rules
• Editing Matching Rules: General Parameters
• Match Scores Explained
• Editing Matching Rules: Definition Parameters
• Survivorship Rules
• Creating Survivorship Rules
• Editing Survivorship Rules: General Parameters
• Editing Survivorship Rules: Definition Parameters
• Creating a Change Request
• Creating and Running Matches
• Matching Workbench
• Accepting, Rejecting, or Skipping Match Results
• Applying or Discarding Changes from Match Results
• Selecting the Properties to Keep During a Merge
• Submitting the Change Request
• Summary

Creating Views and Viewpoints

• Objectives
• Creating Views
• Viewpoints Overview
• Alternate Viewpoints
• Related Viewpoints
• Example: Same Nodes
• Example: Different Nodes
• Example: Different Relationships
• Example: New Node Types
• Understanding Bindings and Bound Data Objects
• Binding Rules
• Binding Status
• Creating Viewpoints
• General Settings
• Defining the Viewpoint
• Property Groups
• Creating and Assigning Property Groups
• Setting Properties as Columns
• Copying Viewpoints
• Viewpoint Copy: Filtering
• Viewpoint Copy: What-if Scenarios
• Viewpoint Copy: Sandbox
• Time Labels
• Time-Labeled Viewpoints
• Creating a Time Label
• Working with Time-Labeled Viewpoints
• Archiving, Unarchiving, and Deleting Viewpoints
• Summary

Working with Properties

• Objectives
• Properties
• Property Data Types
• Property Origin
• Inherited Properties
• Derived Properties
• Derived and Stored Properties
• Sequence Properties
• Email and Hyperlink Subtypes for String Properties
• Node List Data Type Properties
• Defining Allowed Values for a Property
• Defining Invalid Values for a Property
• Configuring Properties for Viewpoints
• Downloading Property Definitions
• Summary

Building Expressions

• Objectives
• Expressions
• Expression Contexts
• Expression Terminology
• Defining Expressions in the Expression Builder
• Testing Expressions in the Expression Builder
• Copying and Pasting in Expressions
• Saving and Loading Expressions
• Calculating Name for Nodes Added to Viewpoints
• Example: Calculating Name Based on Sibling Name or Parent Name
• Calculating the Parent of a Node
• Example: Calculating the Parent of a Node
• Example: Loading a Request from File with Unknown Parent
• Best Practices for Building Expressions
• Summary

Configuring Validations

• Objectives
• Validations and Constraints
• System Validations
• Predefined Validations
• Custom Validations
• Creating Custom Validations
• Configuring Custom Validations
• Request Validation Scope
• Validation Severity and Timing Execution
• Best Practices for Configuring Custom Validations
• Running Validations
• Running Selected Validations for Nodes
• Constraints
• Summary

Sharing Enterprise Data Across Applications

• Objectives
• Sharing Enterprise Data Across Applications
• Example: Sharing Enterprise Data Across Applications
• Example: Aligning Enterprise Data Across Applications
• Node Type Converters
• Converting Node Types
• Property Transformations
• Node Type Qualifiers
• Data Sources and Node Links
• Viewing Node Links
• Lookup Sets
• Lookup Dimensions
• Node Name Transformations
• Node Parent Transformations
• Example: Parent Transformation Part 1 – Adding Nodes
• Example: Parent Transformation Part 2 – Comparing Viewpoints
• Example: Parent Transformation Part 3 – Expression
• Example: Parent Transformation Part 4 – Result
• Aligning Nodes
• Aligning Relationships and Properties
• Summary

Synchronizing Data Across Applications

• Objectives
• Synchronizing Changes across Applications
• Change Management Architecture: Application Design Patterns
• Best Practices for Subscription Design
• Security Considerations
• Defining Subscriptions
• Defining Subscriptions: Definition
• Copy and Model After Operations in Subscriptions
• Defining Subscriptions: Filters
• Considerations for Name Transformations and Calculated Parent
• Considerations for Removes and Deletes
• Process Flow for Subscription Requests
• Example: Single Subscription Assignee for Request Items
• Example: Multiple Subscription Assignees for Request Items
• Example: Standalone Requests
• Top Node Filters for Subscriptions
• Working with Subscription Requests
• Taking Action on Assigned Requests
• Viewing Request Lineage
• Viewing Viewpoint Lineage
• Summary

Mapping Data Across Applications

• Objectives
• Mapping One Source to Multiple Targets
• Viewpoints for One Source to Multiple Target Applications
• Mapping Multiple Sources to a Single Target Application
• Mapping Hierarchies for Multiple Sources to Single Target
• Map Bindings and Mapping Data Chain
• Creating Map Bindings
• Mapping Nodes Interactively
• Mapping Nodes Interactively: Example
• Mapping Keys
• Example: Mapping Keys
• Special Use Cases for Mapping
• Implicit Data Maps for Oracle EPM Cloud
• Implicit Data Maps: How They Work
• Custom Data Sets for Mappings in Oracle Financials Cloud General Ledger
• Managing Mappings for a Chart of Accounts Redesign
• Configurations Using Legacy GL Node Types
• Creating Legacy GL Node Types
• Predefined Properties for Legacy GL Node Types
• Creating Map Bindings Using the Legacy GL Node Type
• Summary

Controlling User Access

• Objectives
• Security Levels
• Assigning Application Roles
• Data Security Explained
• Permissions and Permission Levels
• Inclusive and Additive Permissions
• Combining Inclusive and Additive Permissions
• Permissions and Data Access
• Assigning Permissions
• Configuring Data Access: Coarse Grain
• Configuring Data Access: Fine Grain
• Uploading and Downloading Node Type Permissions
• Tailoring the End User Experience
• Creating View Filters
• Configuring Allowed Actions and Property Settings for a Viewpoint
• Summary

Governing Data

• Objectives
• Governing Enterprise Data
• Governing Enterprise Data in Any Change Context
• Policies
• Where Policies Are Defined
• Use Cases for Fine-Grain Policies: Node Type
• Use Cases for Fine-Grain Policies: Hierarchy Set
• Policy Definition Level Example
• Policies and Permissions
• Request Workflow Stages
• Submit Stage
• Approve Stage
• Approve Stage: Recall, Reject, or Withdraw
• Commit Stage
• Comments and Attachments
• Disabling Request Workflow for Applications
• Blockout Periods
• Application and Dimension Blockout Periods
• Blockouts in Affected Viewpoints
• Recurring Blockout Periods
• System Settings for Requests
• Prevented Actions by Request Type
• Prevent Deletion of Submitted Requests
• Purge Completed Request Actions
• Delegating Users to Approve and Commit Requests
• Approval Methods
• Parallel Approval
• Serial Approval
• Ownership Approval
• Required Setup
• Ownership Approval Method Configuration
• Example: Dynamic Ownership Approvals
• Management Hierarchy Approval
• Management Hierarchy Approval: Fixed Fulfillment
• Management Hierarchy Approval: Variable Fulfillment
• Creating Policies
• Configuring Approval Policy Settings: Definition
• Configuring Approval Policies: Filters
• Configuring Commit Policies
• Configuring Notification Policies
• Policy Order Processing
• Policy Ordering Use Cases
• Viewing the Policy Execution Plan
• Viewing the Request Workflow
• Consolidation Requests: Governance in Multiple Rounds
• Consolidating Requests
• Escalation Management
• Escalation Examples
• Summary

Loading Data from External Applications

• Objectives
• Loading Enterprise Data from External Applications
• Comparison of Loading Methods
• Working with Dimension Imports
• Importing Dimensions
• Import Configuration
• Sources for Importing Data
• Import Modes
• System Process for Merge Imports
• Reviewing Import Status
• Viewing Imported Data
• Viewpoint Loads
• Working with Viewpoint Loads
• Viewpoint Loads Versus Imports
• Viewpoint Load Modes
• Default and Defined Loads
• Defined Load Columns
• Defined Load Options
• Defined Load Merge Options
• Load File Format
• Running Viewpoint Loads
• Summary

Distributing Data to External Applications

• Objectives
• Consuming Enterprise Data
• Consumers of Enterprise Data
• Comparison of Distribution Methods
• Exporting Dimensions and Mappings
• Exporting Dimensions to a Connection
• Export Order for Nodes and Relationships
• Exporting Mappings
• Considerations for Exporting Mappings
• Exporting to External Applications
• Exporting One Dimension to Multiple External Applications
• Global Connections
• Viewpoint Extracts
• Viewpoint Extracts Versus Dimension Exports
• Creating Extracts
• Full Extracts
• Configuring Full Extracts: General
• Configuring Full Extracts: Columns
• Configuring Full Extracts: Options – Filter Parameters
• Configuring Full Extracts: Options – File and Data Format
• Incremental Extracts
• Configuring Incremental Extracts: General
• Configuring Incremental Extracts: Columns
• Incremental Extracts: Compare and Output Settings
• Configuring Incremental Extracts: Incremental
• Configuring Incremental Extracts: Options
• Generational Extracts
• Configuring Generational Extracts: General
• Configuring Generational Extracts: Columns
• Configuring Generational Extracts: Generational
• Configuring Generational Extracts: Options
• Link Extracts
• Configuring Link Extracts: General
• Configuring Link Extracts: Columns
• Configuring Link Extracts: Link
• Configuring Link Extracts: Options
• Extract Visibility
• Copying Extracts
• Extract Packages
• Considerations for Extract Packages
• Combined Output Example: Reporting
• Combined Output Example: Integration
• Creating Extract Packages
• Configuring Extract Packages: General
• Configuring Extract Packages: Extracts
• Running Extracts and Extract Packages as Reports
• Running Extracts for Data Integration
• Running Extract Packages for Data Integration
• Summary

Reporting and Analysis

• Objectives
• Reporting and Analysis Overview
• Reports Overview
• Extracts Reports
• Viewpoint Extracts Report
• Extract Packages Report
• Permissions and Policies Reports
• Navigating Permissions and Policies Reports
• Filters in Permissions and Policies Reports
• Subscriptions Report
• Custom Validations Report
• System Activity Report
• Record Count Log Report
• Working with Dashboards
• Working with the Filter Bar
• Saving Filters and Adding Favorites
• Working with the Scoreboard
• Change Management Dashboard
• Performing System Audits
• Auditing Transaction History
• Auditing System Events
• Auditing Permissions
• Auditing Policies
• Auditing Properties
• Summary

System Administration

• Objectives
• Working with Templates
• Template Considerations
• Exporting to a Template
• Importing from a Template
• Life Cycle Management
• Automating Tasks Tools
• Summary