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Figure 141: Validating the Distribution Template

Asmentionedinanearlierslide,youneedtoValidatetheDistributiontemplate.

Pleasebe verycareful whencreating thedistribution templatesinceValidation

doesnotcheckforcasesensitivityorvalidmembersontheFIXKEYorVARKEY

members.

EventhoughyoucanlaunchtheValidatefromthemenudirectly,youwillalsobe

promptedtoValidatebeforesaving(althoughitisnotmandatorytodoso).

Figure 142: Dimensions in the Distribution Template

AVARYKEYliststhedimensionsanddimensionmembersthatshouldvaryfor

each report that will get created.

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For example, if you want to create a new offline report for each Entity/Cost

Center/etc, youwouldspecifythat dimensionasaVARYKEY.Youthenmapa

specificVARYKEYtoaUserIDwhoshouldreceivethatreport(forexample,the

Cost Center manager). Thisway, eachuser who gets areport has the required

dimension(s) set to their individual values.

Figure 143: Offline Distribution Wizard

WhenexecutingtheWizard,itwilltechnicallyopenthereports/inputscheduleson

theclientmachine,changethecurrentview,refresh,andthensaveoffline.

Note: In order to use the Wizard, you will need to change an Excel security

setting: Tools → Security →Macros, then go to tab “Trusted Publishers” and

selectthebox“TrustaccesstoVisualBasicprojects”. Byallowingthisaccess,

macrosinanydocumentsthatyouopencanaccessthecoreVisualBasicobjects,

methods, and properties.

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Figure 144: Lockdown and Send Mail

ThisslidedemonstrateshowtheDistribution selection–“Lockdownand Send

mail” (via email) will work.

Youhavetheability tocustomize and control theemail for Subject line, body,

request send confirmationand zip theattachments.

A Distribution Summary will be provided detailing the Application Set,

Application, BookName, ModeandMailaccountsetup.

ValidatingdoesNOT check forvalid memberson theFIXKEYor VARYKEY

members (including case sensitivity).

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Figure 145: Lockdown and Save to Folder

Byselectingthe“LockdownandSavetofolder”option, youhavetheabilityto

selectatargetfolderforthereportorscheduledistribution.

TheTargetfoldercanbeonanyclientPCoraccessibledriveorlocation.

Figure 146: Viewing the Output from FolderDistribution

ThisslideshowshowtoviewtheDistributionoutputfromafolderlocation.

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BPC310 Lesson: BPC for Excel

YoucanseefromtheslidethatthefilesarelistedbyrecipientuserID,VARYKEY

values and then report name.

Figure 147: Collection

Thisslidedemonstrateshowthecollectionprocessisselected.

Fromthetaskmenu,selectCollectioninsteadofDistribution.

Twooptionsexistastothemethodofdatacollection. Youcanselectfromemail

or choose a folder path.

In this example, “Local Folder” is selected for the folder path. All the files

available from that location are displayed.

Youhavetheabilitytoselectone,severalorchoosethe“SelectAll”checkboxto

process all identified file(s).

The Review Distribution Summary window displays information about your

request,includingEstimatedPagesandTime,Applicationsetname,Application

name and the selected template(s).

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Figure 148: Creating & Publishing Books

A book of reports is a set of reports that can be published to BPC Web as an

HTMLorPDFfile,toanASCIIfile,ortoaprinter. Thebookpresentsreportdata

thatvariesbyoneormoremembersof oneormoredimensions. Themembers

used arethose that arefixedin thereport. Any membersthat arenot fixedare

takenfromthecurrentviewoftheuseratthetimethebookispublished.

Abooktemplateisapre-formattedworksheetusedto createabookof reports.

Youcanstartwiththeemptyworksheetoranexistingbooktemplate,andmodifyit

tomeettheneedsoftheinformationyouwanttopublish. Asamplebooktemplate,

calledPerformance.xls,isprovidedwiththesampleapplicationset,ApShell.

Performance.xls contains a section called TOC, which provides an index of

the reports created by the Performance Reports section. The section called

performanceReports,bydefault,providesperformancedataforasetofentities

withinasettimeperiod. Youcaneditthefieldsintheperformance.xlsworkbook

to create a new book template.

Figure 149: The Book Template

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You validate your book template to make sure there are no errors in the book

template. For example, validation checks for errors in syntax, structure, and

information provided. If there isan error in your report a descriptive message

displays. Theerrorlocationisalsohighlightedonthetemplate.

Abooktemplatemay containthefollowing fields:

BOOK: the title of your book.

CLEARBOOK: specifies whether to replace existing reports or accumulateto

existing reports.

SECTION: denotesthebeginning of a section.

CLEARSECTION-allowsyoutoreplaceonlyasectionofabookinsteadofthe

entire book.

REPNAME: report filename, location and title.

FIXKEY:setsdimensionmembersforallreportsinthebook.

SUPPRESSKEY:suppressesadimensionmemberifthevalueisequaltozero.

VARYKEYS: listsdimensions and dimension membersfor which the book of

reports is being created.

SECTIONEND:denotestheendofasectionofthebook.

Figure 150: Publishing a Book of Reports

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Figure 151: Publishing a Book of Reports

Figure 152: Publishing a Book of Reports

Booksofreportsarepublishedasweb-readyfilesandarenotvisibleuntilplaced

on a web page in the Content Library.

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BPC310 Lesson: BPC for Excel

Figure 153: Adding a Web Page

BPC'sbookpublishingfeatureallowsyoutopublishmultiplereportsatonetime

toabook. ThebookcanbepublishedtoBPCWebasanHTMLorPDFfile,or

exportedtoanASCIIfileorprinter. Thebookpresentsreportdatathatvariesby

oneor moremembersof oneor moredimensions.

FollowtheActionPanepromptsto: Enterthenameyouwouldliketoappear

as the title of the item. Select the desired pixel height of the item. Select the

bookfromthelistofbooksavailabletoyou. Selectthebooksectionyouwantto

add. Set access. Select Showaslistofreportsifyouwanttodisplaythelistof

reportscontainedinthebook,orselectShowasaspecificreporttoselectoneor

more specific reports from the book.

You can create a new Web page in the Content Library rather than uploading

documents. Under theContent Library Options, click “Add a new web page”

option.

Inthe“Whatisthenewpagename?”field,enterthepagename. Selectatemplate

layout:Nocolumns,Sidebyside,Smallleftside,Smallrightside.

Selectfromtheavailablechoices: Web-ReadyFile(filesthatwereuploadedfrom

ExcelasWeb-Readyfiles),ALiveReport,AspecificContentLibraryDocument

or aList of Documentsin theContentLibrary, AWeb Site(to beembeddedin

the page).

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Figure 154: Displaying a Book on a Web Page

TheupperscreenshotsshowwhatBookslooklikefortheEnduser.

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BPC310 Lesson: BPC for Excel

Lesson Summary

You should now be able to:

• Understand how to work With BPC for Excel, especially working and

navigating with Delivered Templates, creating comments and using the

OfflineDistributionWizardandthePublishBookTool.

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Lesson: BPC Web

Lesson Overview

Lesson Objectives

After completingthislesson, you will beable to:

• UnderstandwhichfeaturesBPCWebdelivers.

Business Example

Figure 155: BPC Web

Starting BPC Web

From BPC for Office, you can start BPC Web.

To start BPCWeb, do one of thefollowing

From any action pane, select BPC Web.

Fromfor Excel, select ePublish >ViewBPCWeb.

MySettingsallowsalanguagechangeandaccesstoMySecurityReportswhich

displaysassignedtaskand member accessprofiles.

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BPC310 Lesson: BPC Web

Figure 156: BPC Web - Content Library

TheContentLibraryisaweb-based, centralstorageforall kindsof documents

which arerelevant for a certain group of user.

Figure 157: Post a New Document (1 of 5)

Steps for Posting a New Document:

(Note: Steplabelsareabovetherelatedillustrationintheaboveslide).

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Step1: Select“Post adocument”fromtheactionpane.

Step2: ClickonBrowseandselectafilelocatedonyourPCyouwanttopostto

theContentLibrary. Thefilenamemustbeauniquename.

Step 3: You can changethe descriptionof thefile which will thenbecome the

document title.

Figure 158: Post a New Document (2 of 5)

Steps for Posting aNewDocument (continued):

Step4: Clickonusers/teamstodefinewhoshouldhaveaccesstotheposting.

Step5: SelecttheAllUserscheckboxorselectindividualteamsand/orindividual

users.

Step 6: Click on thegreen arrow to continue.

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BPC310 Lesson: BPC Web

Figure 159: Post a New Document (3 of 5)

Stepsfor Posting aNew Document (continued):

Step7: Selectapredefineddocumenttypefromthedropdownlistbox.

Step8: Selectapredefineddocumentsub-typefromthedropdownlistbox, or

define a new sub-type.

Note: Documenttypesandsub-typesaremaintainedfromBPCAdministration.

Figure 160: Post a New Document (4 of 5)

Stepsfor Posting aNew Document (continued):

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Step 9: If needed, you can have the systemautomaticallysend an email to the

usersinformingthemofthenewposting. Youcancreateyourownemailmessage

orclickonthe“Userthedefaultmessage”linktohavethesystemcreateageneric

emailmessage. Thenclickonthegreenarrowtocontinue.

Step10: Youcanassociatethepostingtoaparticularapplicationintheapplication

set. FromtheApplicationdropdownlistbox,selecttheassociatedapplication.

Step11: ApplicationContextisNOTusedtocontrolsecurity/accesstothefilesin

theContentLibrary. Thisiscontrolledby“TeamAccess”exclusively.

Figure 161: Post a New Document (5 of 5)

Steps for Posting aNewDocument (continued):

Step12: Editthedocumenttosettheapplicationcontext.

Step 13: Click on the green check.

Step 14: The context has been set.

Note1: ForDocumentsthathavealreadybeenuploaded,youcanedittheTitle,

Type,SubType,ApplicationContext,andTeamAccess. ForWebPages,youcan

only edit the Team Access field.

Note2: Thedimensionsintheapplicationabovesettoberelevantforworkstatus

are Entity and Time only.

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BPC310 Lesson: BPC Web

Figure 162: Content Library and Work Status

Work Status locks can allow you to lock down documents that have had the

Application Context specified.

YoucanlaunchtheworkstatuslockspagefromContentLibraryusingtheAction

Pane.

You can then set the Work Status values.

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Figure 163: Opening Selected Items in Tabs

Multipleitems can be opened in separatetabs.

• PlaceacheckmarkintheboxnexttotheContentLibraryListitemtitles.

• ClickOpenselecteditemsintabslink under theLibrary Content Options

heading.

• The Multi-tab Content displays.

Figure 164: Sorting, Filtering and Deleting

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BPC310 Lesson: BPC Web

Figure 165: Creating a Web Pages

YoupublishawebreadyfiletooneofthewebpublicationfoldersinBPCWeb,

dependingonyourroleintheorganizationandthetypeofreportbeingpublished.

After publishing a web-ready file, you can post it to a Page or the Content

Library.

Youcancontinueaddingmoreobjectstothepage, oryoucanselectoneofthe

following options:

• Modify the object.

• Set “Team Access” to the page.

• Preview the output.

• Save and view the output.

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Figure 166: Content Library - Security

ThefollowingContentLibraryactionsarecontrolledbySecurityTasks:

• “Addanewwebpage”: ZFP >CreateWebpage.

• “Posta document”: ZFP>ManageContentLib.

• “Editpageinformationinthelist”: ZFP>ManageContentLib.

• “Deleteselecteditems”: ZFP>ManageContentLib.

“Set work status”: WorkStatus > SetWorkStatus AND it also requires that an

applicationhasbeen set in your Current View.

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BPC310 Lesson: BPC Web

Figure 167: LANDINGPAGEITEM

ThereisanAppSetwebadminparametercalled“LANDINGPAGEITEM”,which

allows you to control what is viewed when you open the BPC Web “Getting

Started” page (landing.aspx).

Figure 168: BPC Web: Live Reporting

You can enter your own page header.

Usedraganddroptoadddimensionstotherowsorcolumns.

One per row or column is allowed.

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Figure 169: Sample BPC Web Live Report & Chart

Itispossibletomodify alivereportafter itissaved.

Figure 170: Data Input via the Web

ItisnotnecessarytoswitchthemodeoftheLiveReporttoenableinput,theonly

requirement is toresolve memberstobaselevel.

Youcandothatbyeitherchangingthecurrentviewfordimensionsnotintherows

andcolumnsandorbyexpandingdimensionsalreadyintherowsandcolumns.

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BPC310 Lesson: BPC Web

Lesson Summary

You should now be able to:

• Understand which features BPCWebdelivers.

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Lesson: BPC for Word and BPC for PowerPoint

Lesson Overview

Lesson Objectives

After completingthislesson, you will beable to:

• Understand BPC for Word tasks, see how to insert SAP BPCdata into a

MicrosoftWordfileandunderstandtheBPCforPowerPointtasksaswellas

seehowtoinsertSAPBPCdataintoaMicrosoftPowerPointfile.

Business Example

Figure171: LaunchingBPCforWordorBPCforPowerPoint

TolaunchBPCforWordorBPCforPowerPoint,usetheBPCLaunchPage.

ThereareseparatebuttonsontheLaunchPageforeitherselection.

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BPC310 Lesson: BPC for Word and BPC for PowerPoint

Figure 172: BPC forWord and PowerPoint Actions

BPCforWordandBPCPowerPointallowyoutosendandretrieveBPCdataand

enterandviewcommentsinyourdocumentsandslideshows.

SAP BPCBPCfor Word hasthefollowingactions:

InsertBPCdata: Allowsyoutoinsertavaluefromthedatabasebasedonthe

current view. Clicking this link inserts a placeholder. Select Retrieve all data

to get the value.

Insert SAP BPC BPCforExcel object: You caninserta SAP BPCreport or

inputscheduleintoaMicrosoftWorddocumentorMicrosoftPowerPointslide.

AddnewcommentandViewcommentstasksusethestandardCommentinterface

to submit and report on comments.

Retrievealldata: Allowsyoutoretrievedatavalues,basedonthecurrentview,

fromthedatabase. Clickingthislinkrefreshesdatavaluesintheentiredocument

or slideshow.

ExpandAll: AllowsyoutoexpandfunctionscontainedinembeddedSAPBPC

objects.

Sendalldata: Afteratleastonedatavaluehasbeeninsertedinyourdocumentor

slideshow,youcanusethiscommandtosendthevaluetothedatabase. Ifthere

aremultipleinserteddatavalues,thiscommandsendsallofthemtothedatabase.

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Figure 173: Insert BPC for Excel object

ThisslidedescribeshowtoinsertaBPCforExcelobject.

You can insert a BPC report or input schedule into a Word document or

PowerPointslide. Thereportorinputscheduleyouwanttoembedmustbesaved

on the BPC server.

Figure 174: Example: BPC forExcel Objectwithin Word

ThisslideshowsanexampleofaBPCforExcelobjectinsertedintoaMicrosoft

Word page.

Tore-entereditmode,doubleclickontheBPCExcelobject.

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BPC310 Lesson: BPC for Word and BPC for PowerPoint

Figure 175: Editing Object Properties with VBA

This slides discusses editing object properties with VBA (Visual Basic for

Applications) for usewith BPC for PowerPoint.

Figure176: Sample: BPCforExcelObjectwithin PowerPoint

This slide shows an example of a BPC for Excel Object within a Microsoft

PowerPoint file.

NOTE: Ifyouneedmoreadvancedformatting, youshouldusethe“InsertBPC

for Excel Object”.

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PowerPoint BPC310

Lesson Summary

You should now be able to:

• Understand BPC for Word tasks, see how to insert SAP BPCdata into a

MicrosoftWordfileandunderstandtheBPCforPowerPointtasksaswellas

seehowtoinsertSAPBPCdataintoaMicrosoftPowerPointfile.

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BPC310 Unit Summary

Unit Summary

You should now be able to:

• Understand how to work With BPC for Excel, especially working and

navigating with Delivered Templates, creating comments and using the

OfflineDistributionWizardandthePublishBookTool.

• Understand which features BPCWebdelivers.

• Understand BPCfor Word tasks, see how to insert SAP BPC data into a

MicrosoftWordfileandunderstandtheBPCforPowerPointtasksaswellas

seehowtoinsertSAPBPCdataintoaMicrosoftPowerPointfile.

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UnitSummary BPC310

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BPC310 Test Your Knowledge

Test Your Knowledge

1.

2.

3.

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TestYourKnowledge BPC310

Answers

1.

Answer:

2.

Answer:

3.

Answer:

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Unit 4

Administration in BPC

Unit Overview

Unit Objectives

After completing thisunit, you will beableto:

• Understand the four components of the security model and how they are

integrated.

• DescribeatypicalcustomerscenarioforWorkStatus.

• Describe how to set Work Status.

• Createa businessprocessflow which will facilitate thecoordination and

statuscheckingaspectsofperformingplanningorconsolidationsactivities.

• Describethedifferenttypesofauditcapabilitiesandthedatayoucancapture

to help provide adequate control.

Unit Contents

Lesson: Security................................................................144

Lesson: Work Status ...........................................................156

Lesson: Business Process Flows.............................................165

Lesson: Audit....................................................................178

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Unit4: AdministrationinBPC BPC310

Lesson: Security

Lesson Overview

Lesson Objectives

After completingthislesson, you will beable to:

• Understand thefour components of the security model and howthey are

integrated.

Business Example

Figure 177: Security - Schema

SecurityinBPCisbasedontaskprofilesandmemberaccessprofiles. Thedefault

is no accessto all tasksand all secureddimensions. Thismeans that if you do

not specifically assign task profiles to users or teams, no one will have access

to any BPC tasks.

Similarly, if you do not define access to members of a secured dimension to

usersor teams, noonewill haveaccesstothatdimension. Thereisonedefault

taskprofileandonedefaultmemberaccessprofileavailableinApShellthatyou

can use to get started quickly.

Therearetwowaystoadduserstothesystem,andthemethodyouusedependson

your network infrastructure:

• Ifyoursecurityiscontrolledonadomainandmaintainedcentrallythrough

Active Directory Services, you must add users to the system with the

associated domain name.

• IfyoursecuritysystemismaintainedthroughBPC,youcanadduserswith

only a user ID.

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BPC310 Lesson: Security

AboutusingdomainuserIDsThismethodrequiresthateachuserisavaliduser

inthedomainbeforeaddingthemtoBPC.WhenauserIDisaddedtothesystem

withadomainname(forexample,BPC\hsmith),thesystemassumestheuserID

isbeingmaintainedoutsideofBPCwithinActiveDirectoryServices. Whenthe

userlogson,thesystemvalidatesthepasswordagainstActiveDirectoryServices.

ThereisanewuserinterfaceinServerManagerthatallowsserveradministrators

tospecifyspecificdomainsthatarebeingusedforBPCusers. Inaddition,filters

canbeappliedtothosedomainsinordertoselectspecificusersfromthem.

About using BPC user IDs

If not on a domain, users must be valid Windows users. You can set users up

onWindowsfirst,andthenaddthemtoBPCssecurity, orhavetheusernames

automaticallyaddedtoWindowsasyouaddtheminBPC.Ifyoutrytovalidateand

processsecuritywhenoneormoreusersisnotaWindowsuser,theprocedurewill

fail. YouaddBPCuserIDsinthefollowingformat: hsmith. Behindthescenes,if

onlytheuserIDisentered,thesystemassumesthatsecurityismaintainedonthe

BPCserver,and,internally,thesystemautomaticallyassignsadomainname.

Figure 178: Security Terminology

Basically, there are users. They belong to groups called teams. The required

profiles are assigned to these teams.

User:

• Users in BPC must be network users.

Team:

• AteamisagroupofusersandsimilartoaSAPNetWeaverrolesinceboth

can beusedasagroupingconcept. Oneusercanbedesignated asateam

leader.

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Unit4: AdministrationinBPC BPC310

Task Profile:

• ATaskProfiledetermineswhattypeofactivitiesauserorteamcanperform

in SAP BusinessPlanning andConsolidation.

Member Access Profile:

• AMemberAccessProfiledeterminesapplicationsanddimensionmembers

whereauserorateamhasread,write,ordenyaccesstoaparticularregion

of data in the application.

Figure 179: Where Is It Performed?

YousetupuserssothattheycanuseBPC.Whensettingupnewusers,youneed

to think about several topics:

• IstheuseradomainuseroralocaluserontheBPCserver?

• DoyouwantBPCtoautomaticallycreateWindowsuserIDsforlocalusers?

• Do you want to set up teams so you can more easily assign privileges to

users?

• Whichusersareadministratorsandwhicharenot?

• TowhichEntitymemberswillusershaveaccess?

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BPC310 Lesson: Security

Figure 180: BPC Default Function Tasks (1 of 2)

SAPBusinessPlanningandConsolidationtaskprofile:

• A SAP Business Planning and Consolidation default function task is a

pre-defined set of tasks for Administration.

• ToassignaSAPBusinessPlanningandConsolidationuserAdminTasks,

youmustassignthemoneofthepre-definedAdministrationdefaultfunction

tasks.

• Defaultfunctiontaskscanbecumulative. Forexampleausercanbeboth,a

System Admin and a Primary Admin.

TherearethreetypesofdefaultfunctiontasksavailableforTaskProfiles

• SystemAdmin: BydefaultaSystemAdmincancreate,modify,ordelete

application sets and define security.

• PrimaryAdmin: BydefaultaPrimaryAdmincandoalladmintasksexcept

create, modify, or delete application sets.

• SecondaryAdmin: BydefaultbeingaSecondaryAdminallowsusersto

managedimensionmembersand maintainlocks.

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Unit4: AdministrationinBPC BPC310

Figure 181: BPC Default Function Tasks (2 of 2)

Each default function task has some tasks that are required and assigned by

“Default”whenchoosingtherole. Thereareadditionalavailabletasksthatyou

also can manually assign to the user.

Inthisdiagram,youcanfindthetaskswhichareassignedtotherolesbydefault.

MiscreferstochangingAppSetstatusandmaintainingcustommenus.

Figure 182: Maximum of One Team Leader

Within SAP Business Planning and Consolidation, a team leader has special

privilegesthatateammemberdoesnothave. Ateamleadercansavetemplatesto

their team folder on the server.

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BPC310 Lesson: Security

To designate a team leader, you can choose the checkbox next to a user in the

dialog.

InSAPBusinessPlanningandConsolidation,youcanhaveonlyoneteamleader

per team.

Savingobjectstotheserver(suchasTools/SaveDynamicTemplates):

• Theadministratorcansaveobjectstothe“company”folder

Theadministratorautomaticallyhasthemanagetemplatetaskassigned.

• Theteamleadercansaveobjectstohis/her“team”folder.

Theteamleaderautomaticallyhastherightevenifmanagetemplateisnot

assigned

• Any user can save objectsto the“company” or his/her “team”foldersif

assignedmanagetemplatetaskaccess. .(TheywouldalsorequireFileAccess

- Update to company folder rights).

Concerning the Data Manager and Transformation and Conversion Files:The

teamleadercanmodifyteamtransformationfileandconversionfileandcanread

transformationandconversionfileslocatedincompanyfolder.Non-teamleaders

only have read access rights.

ConcerningtheDataManagerandthePackageOrganization:

TheTeamleadercanmanageapackageattheTeamlevel.

TheNon-teamleaderscanopeneDatamenuandrunapackagewithinaCompany

or Team Folder.

Figure 183: Defining Secured Dimensions (1 of 2)

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Unit4: AdministrationinBPC BPC310

You define security settings for dimensions at the application level using the

“Modify application”option intheActionPane.

Figure 184: Defining Secured Dimensions (2 of 2)

Inthememberaccessprofile,theaccesstothedimensionscanbeadministrated.

Ifyoucanwritetoacategory,youcanthereforereadittoo.

Ifyoucan'treadanentity,youthereforecan'twritetoit.

So, even though we only chose to control read access by entity, if your rights

aretoonlyreadEntityXthentheabilitytowritetoEntityXisinheritedforthe

category specified.

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BPC310 Lesson: Security

Figure 185: Member Access Profile

In the member access profile, only the access to the secured dimensions can

be administrated.

Youhavewriteaccessto all membersof adimension which arenot marked as

secureddimension. InSAP termsyouwouldsaythat youhave“SAPALL”for

these members.

Figure 186: Security: Useful Hints and Tips

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Unit4: AdministrationinBPC BPC310

Tips for assigning task profiles

• Thenumberoftaskprofilesadministratorscanassigntoauserisnotlimited.

• However,werecommendthatyoudonotassignmultipletaskprofilesto

usersbecauseitmaycauseconfusionindeterminingtheirultimateaccess

rights.

• Taskaccesssecurityiscumulative,andtaskscannotbeexplicitlydenied. As

aresult,assigningmultipletaskprofilescancreateasituationwhereusers

haveaccesstotasksthatyoumaynotwantthemtohave. Forexample,an

administratorwantsUserAtoonlyretrievedata. IfUserAbelongstoateam

thathasdata-sendtaskrights,UserAcanalsosenddata.

• Administratorscanassignmultipletaskprofilestoateam.

• However,werecommendthatyoudonotassignmultipletaskprofilestoa

team because it may cause confusionin determining the ultimate access

rights of that team.

Figure187: SecurityExample: 2HierarchiesonEntity(SecuredDimension)

Thefollowingslidesaregoingtoguideyouthroughsomeimportantissuesrelated

to the security concept.

Theupperhierarchiesformtheexampleforthesecurityissuesdescribedinthe

next slides.

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BPC310 Lesson: Security

Figure188: Conflict1: betweenProfiles-lessrestrictiveProfilewins

Followtheexampleontheslidetounderstandthefirstconflict.

Figure 189: Conflict 2: Father node and child -Top-Down heredity unless

child has own access definition

Followtheexampleontheslidetounderstandthesecondconflict.

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Figure 190: Conflict 3: Teams and User - User access dominates Team

access of the team to which the user belongs

Followtheexampleontheslidetounderstandthethirdconflict.

Figure 191: Conflict 4: A Member belongs to different Hierarchies - less

restrictive profile wins

Followtheexampleontheslidetounderstandthefourthconflict.

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BPC310 Lesson: Security

Lesson Summary

You should now be able to:

• Understand the four components of the security model and how they are

integrated.

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Lesson: Work Status

Lesson Overview

Lesson Objectives

After completingthislesson, you will beable to:

• DescribeatypicalcustomerscenarioforWorkStatus.

• Describe how to set Work Status.

Business Example

Figure 192: What is Work Status?

Managingworkstatusinvolvesspecifyingwhocanmakechangestodatainthe

databaseandwhocanchangetheworkstateonadataset.

Default work states are Unlocked, Submitted, and Locked. You can add new

work states if you need more flexibility.

Afteryourworkstatesaredefinedandyourownershipdimensionissetup,end

userscanusetheworkstatestoapplyalabeltoaspecificcurrentviewintersection

forthepurposeoflockingdatasoitcanbereviewed,approved,etc.

Forexample,yourmonth-endclosebusinessprocessrequiresthataspecificsetof

dataislockeddownsothataccuratemonth-endreportscanbecreated.

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BPC310 Lesson: Work Status

Afteradatasubmission,theownersetstheworkstateto'Submitted.' Thislocks

thedata intersection from subsequentsubmissions.

To use work state tracking you must specify the hierarchy (H1, H2, H3, ...,

Hn) within the owner dimension for which you want to use work status. You

specifythehierarchyintheAPPROVALORGfieldontheSettingApplication

Parameters page.

TheuseofWorkStatusistopreventdatachangestoaregionwithinanapplication

(cube)usingaspecifiedcriteria–theendresultisalockingofaregionwithina

givenapplication(similartodata-slicesinBusinessPlanningandSimulation

(BPS) and Business Intelligence (BI-IP)).

AnychangestotheWorkStatusdefinitionwillremoveallexistingWorkStatuses

setbytheusersforallapplicationsinanapplicationset.

WorkStatusisNOTprocessflowmanagementandisoptionalforthecustomer.

WorkStatusisindependentofBusinessProcessFlowshowever,thefunctionality

can beincorporatedwithinaBusinessProcessFlow.

Ifanewchildisaddedtoahierarchy,andtheparentofthisnewchildislocked,

the new child is not locked.

Thedefaultmethodformanagingworkstatusisbottom-up. Thatis,thestatusofa

parentcannotbehigherthanthestatusofitschildren. Forbottom-upbehavior,the

maximumstateaparentcanbesettoistheloweststateofitsimmediatechildren.

Youcansetworkstatustotop-downintheTOPDOWNfieldintheApplication

Parameters.

Figure 193: Work Status -Month-End FinancialExample

ThisisatypicalexampleabouthowtheWorkStatuscanbeusedbythecustomer

in real life.

Atmonth-end,dataisloadedandfurtheradjustedbyauthorizedend-usersbased

on their member access profiles.

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Upon completion of the month-end data submission, the responsible user

(Owner/Manager)cansettheWorkStatusasdefinedbytheadministrator.

Owner=BasememberUserID.Manager=ParentmemberUserID.

The data is locked at the responsibility center. In financial situations this is

typically a subsidiary.

A manager and/or a high level group processor, will start the review and

consolidatethedata(specificcalculations/logicexecution).

Afterthegroupconsolidationisrun,thedatacanbelockedfromchangessothat

thereportinggroupcancreateaccuratemonth-endreports.

At any time, the end user may submit supporting documents or comments

(annotations) during the process to further support the month-end results.

(assumingdocumentsor commentsarenot locked.)

Figure 194: Owner, Reviewer & ManagerConcept

TheownerofanentitycansettheworkstatetoanystatedesignatedasanOwner

state.

The manager of an entity can set the work state to any state designated as a

Manager state.

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BPC310 Lesson: Work Status

Figure 195: Work Status End-to-End Process(1 of 3)

Forexample,yourmonth-endclosebusinessprocessrequiresthataspecificsetof

dataislockeddownsothataccuratemonth-endreportscanbecreated.

Afteradatasubmission,theownersetstheWorkStatustoApproved.' Thislocks

thedata intersection from subsequentsubmissions.

Ifworkstateissubmitted,theowneroftheentitycancreateajournal.

The Manager of the entity can change the work state to approved or from

Approved.

Youcandefineonesetofspecificcurrentviewvaluesforeachapplication. Itis

possibletohavedifferentOWNERdimensionsperapplication.

Youcanassignmultipleuserstoadimensionmemberastheowners.

Eachnonworkstatedimensionrequiresavalidmemberinthemembervalidation.

Thisisjustarequirementmadebytheprogrammertocompletethescreenand

does not serve any business purpose.

Youcanchangetheworkstatussettingsforeachapplication. Changingthework

status settings involves identifying three to five 'work status dimensions,' and

thendefining specific membersfor the remainingnon-workstatusdimensions

used for validation purposes.

The dimensions you select as the work status dimensions are the variables in

yourbusinessprocess. Forexample,theentity,category,andtimemightchange

basedonwhoissubmittingdata,buttheaccount,datasource,reportingcurrency,

etc., remains static.

Typically,Timeisaworkstatusdimensionsincedataisusuallysegregatedbased

on time.

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Figure 196: Work Status End-to-End Process (2 of 3)

The“Owner”propertyisusedwhenyouareusingtheworkstatusfeature.

Youaddthepropertytothedimensionthatdrivestheworkstatusflow.

Forexample,ifyourbusinessprocessdictatesthatanentityisthedifferingfactor

whenitcomestoenteringdata,thentheEntity-typedimensionistheworkstatus

driving dimension.

Ifyourbusinessprocessdictatesthatadepartmentnameisthedifferingfactor,

thenDepartmentdimensionwouldhavetheOwnerproperty.

Thedimensionyouselecttodriveworkstatusmusthavemorethanonehierarchy,

and the hierarchy is specified in the APPROVALORG field on the Setting

Application Parameters page.

TheOwnerpropertytakesuserandteamnamesasvalues. Youcanentermultiple

namesand teams separated by commas. You must also includethe domain or

server name in the path.

Base Hierarchy:

“BaseHierarchy” was added in the Work Status Settings with 70M to support

multiple hierarchies for Work Status.

“BaseHierarchy” is going to be used as a flag of a specific hierarchy of the

WorkStatus dimension instead of the parameter APPROVALORG in the

tblDefaults table.

Originally“BaseHierarchy”alreadyexistedin5.1Mbutwithzeroasitsoneand

onlyvalue, sothisfeaturewasnt customizableat all.

Duringtheupgradefrom5.1to7.0MBPCcanseewhichdimensionhasasingle

hierarchyandenters“1”inthe“BaseHierarchy”fieldoftheworkstatussettings.

“1” is the default.

Ifadimensionconsistsof3hierarchiesanditssecondhierarchyshallbeusedfor

theWorkStatusSettings table, youhavetoenter “2”for the“BaseHierarchy”

settings.

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BPC310 Lesson: Work Status

Figure 197: Work Status End-to-End Process (3 of 3)

SettheApprovalorghierarchyintheapplicationparameters.

Figure 198: Work Status Big Picture

Thethreeworkstatedimensionsdeterminedattheapplicationlevelaredetermined

later. They act as variables.

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Figure 199: Work Status Excel and Web Report

TheM03StatusReport1 isdeliveredwith ApShell.

It uses the EVLCK function.

Itislocatedin: eTools>OpenDynamicTemplates>eExcel>Reports>Manager.

Figure 200: Work Status Tips

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BPC310 Lesson: Work Status

The upper list givesyou some advantages and hints if you would like to work

with Work Status.

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Lesson Summary

You should now be able to:

• DescribeatypicalcustomerscenarioforWorkStatus.

• Describe how to set Work Status.

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BPC310 Lesson: Business Process Flows

Lesson: Business Process Flows

Lesson Overview

Lesson Objectives

After completingthislesson, youwillbeable to:

• Createa businessprocessflow which will facilitate thecoordination and

statuscheckingaspectsofperformingplanningorconsolidationsactivities.

Business Example

Figure 201: Business Process Flows-Budgeting Example

OneofthebiggestadvantagesofBPCistheBusinessProcessFlow(BPF).The

graphicaboveshowsa typicalexample of aBPF.

BPFsareusedtoprovideagraphicalviewofthestepsintheprocessaswellasto

providestructure, integrationandreviewingcapability.

Whenstepsarelockedtheycannotberepeatedwithoutre-startingthebusiness

process flow.

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Figure 202: Definition: Business Process Flows

Using the intelligence of BPC data regions, you can set up a single business

processflowthatcanbeusedacrossapplicationswithinanapplicationset. Adata

regionservesasakeyforopeningasingleinstanceofabusinessprocessflow. For

example, an'AllocateExpense' businessprocessflowcouldberunning for the

same entity and time, but different categories.

Business process flows can also be integrated with work states to offer an

additional level of intelligence and integration with your companys regulatory

processes.

UsinganExplorer-likeinterfacethat isaccessiblefromBPCWebandBPCfor

Excel,end-usersareguidedthroughpre-definedsequentialtasksthatspanacross

the different areas of BPC.

The BusinessProcessFlows allowsmanagers to:

• Monitor progress of all participants.

• Automatically send e-mail notifications to participants at predetermined

times to expedite progress.

• Coordinaterequiredapprovalsforeachstepintheprocess.

• Assure consistency and uniformity.

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BPC310 Lesson: Business Process Flows

Figure 203: Adding a New Business Process Flow

TheupperscreenshotdescribestheaccesstothecustomizingofBusinessProcess

Flows.

Figure 204: Adding a New Business Process Flow

To define a BPF

1. From the Setup BPF > A. Define BPF page of the Add a New Business

ProcessFlowassistant, entertheBusinessProcessFlownameanddescription

in the first two fields.

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2. In the What is the controlling application? field, enter the name of the

controlling application.

3. In the BPF Owner field, enter a validuser name. You canclickthelookup

button to display a list of users. Select the desired user name, then click OK.

Theusermusthaveanemailaddressassignedtotheminorderforthemtoown

this BPF.

4. ClickSaveonthebottomofthewindow. ContinuetoSetupTaskB.

Figure 205: Define Data Region

The data region defines the “base” region in which the BPF is designed.

However,enduserswhoruntheBPFmayselectadifferentdataregion,asneeded,

to perform their process flow tasks.

The'identity'dimensionsareallthedimensionsthatwillbeusedinaBPF.The

Timedimension,usedinallBPFs,isautomaticallyselected.

The 'Drive' Dimension:

• A dimension that the process 'revolves' around and is present in all

applications in the BPF.

• YouneedonedrivedimensionandonlyoneinaBPF.

• Adrivedimensionmusthavethereviewerproperty.

• Isitusedtoprovideauserwhocan'approve'theBPFinpractice.

• Ifyouenable reviewersto review astep.That person isderivedfrom the

drive dimension.

BPFsutilizedataregions,whichallowyoutosetupasinglebusinessprocessflow

thatcanbeusedacrossapplicationswithinanapplicationset.

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BPC310 Lesson: Business Process Flows

Adataregionservesasakeyforopeningasingleinstanceofabusinessprocess

flow.

Forexample,an'AllocateExpense'businessprocessflowcouldberunningforthe

same entity and time, but different categories.

Youcanseeanexampleofadriverdimensionontherighthandsideoftheslide.

Figure 206: Define Timing and Set Access

Note: Currentlytheonlyoption availableisOnce. Additionaloptions

(Daily, Weekly, Monthly, Quarterly, and Yearly) will be available in

a later release.

BPFactivationdatesection: Priortothistime, theBPFwillnotappearonthe

end user's action pane.

Automatice-mailmessagescanbesenttoBPFuserstoremindthemtoperform

theirappointedBPFtasks. IntheWhenshouldusersbenotifiedsection,usethe

twodropdownmenustospecifyanumberofdayspriortothestartof,orafterthe

start of theBPF frequency you specifiedinStep1.

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Figure 207: Steps, Sub Steps, and Actions

The actions in step 1 are bold blue hypertext because they are the only two

possible actions while step 1 is incomplete.

Stepsaregeneral businessactionsyoutakeincompletingthebusinessprocess.

EachBusinessProcessFlow(BPF)mustcontainatleastonestep.

Adding a new substep:

Sub-stepsareusedwhenyouwanttodefineoneormoreactionsunderasingle

step.

Here are some properties of sub-steps:

• Each sub-step has an associated action

• Sub-stepsarenotsubjecttoapprovalin theBPF

• Sub-stepsarenot subject tocompletioncriteria

• Sub-stepsneednotbeperformedinsequentialorder.

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BPC310 Lesson: Business Process Flows

Figure 208: Define Steps & Sub Steps

Designate aprocessaseither astep or sub-step.

Thedescriptionappearswhenuserexecutestheprocess.

Enable Alerts is not currently available.

Enable completion criteria:

Completion criteria may be enabled if Work Status has been enabled in the

controlling application of the BPF.

Ifdefinedhere,theselectedcombinationsofmembersmustbesettothespecified

workstatusbeforethestepcanbeconsideredcomplete.

Send email to reviewers upon completion

Thisfeaturecanbeinstalledifamailserverisinstalled.PleaseseeDocumentation

for installation.

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Figure 209: Enable Reviewers

Enable Reviewers

This allows reviewers (as defined in the 'Reviewer' property of the drive

dimension)toreviewthestep. Ifyouwanttodefineanactionthatthereviewer

must perform in order to review the step, select Set/Modify Custom Review

Actions.

Set/Modify Custom Review Action(s)

Anactioncouldbesomethinglikeopeningascheduleorpublishingareport. In

previousversionsofBPC,actionsweredrivenbyEVfunctionsorMNUfunctions.

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