Manage Page - Quick Reference

In this section:

The Manage page gives you the ability to administer the PMF application.



Manage Page Components

Reference:

The Manage page provides components that Administrators can access to manage dimensions, sources, fields, measures, schedules, owners, functional roles, scorecard security, access roles, dashboards (gadgets), content, units of measure, time ranges, and system settings.

The following image shows the Manage page.

Manage tab

On the Manage page, you (the administrator) can manage metadata for the following components:



Reference: General Tab - Dimensions

The Dimensions panel button provides access to the dimensions and measures loaders. These tools are fully integrated into your Administration view. Unlike most systems, in which the creation of the underlying data used for analysis is performed using a separate tool, the loaders enable you to perform data loads right in the context of the framework. After a load is complete, you can immediately switch to a data-bearing view and test the new measures you have loaded right in the system.

For details on the Dimension Loader, see Designing a Simple Dimension Load.



Reference: General Tab - Measures

The Measures panel button provides access to all aspects of working with measures. You can access the Edit Measures panel. The Edit Measures panel controls the measure and its connected rows of values, which you can optionally link to an objective. For details on the fields and buttons in the Edit Measures panel, see How to Access and Save Measures.

You can also access the Measure Loader panel. The Measure Loader panel enables you to load data for a selected measure by specifying the dimension key values, field maps, and filters. For details on the Measure Loader, see How to Design a Simple Measure Load.



Reference: General Tab - Schedules

The Edit Schedule panel enables you to edit or delete a saved schedule for a dimension or measure load. Schedules are created during the load process. For details on creating a schedule for a dimension load, see Running and Scheduling a Dimension Load. For details on creating a schedule for a measure load, see Scheduling a Measure Load.

To access the Edit Schedule panel, click the Schedules panel button and select a dimension or measure load schedule in the navigation tree.

You can change the job description and interval at which to run the load. You are prompted for information that applies to the selected interval. For example, you are prompted for the days of the month if you select a monthly interval.

Enter the value for time in 24-hour notation. For example, to schedule a load at 8:00 a.m., enter 0800.



Reference: General Tab - Owners

The Edit Owner panel enables you to edit the properties assigned to an owner. Owners are constituents who use PMF. They are known as owners because they own the responsibilities for measure records, projects, processes, objectives, and scorecards.

Note that each owner ID tends to exactly match a sign-in ID used in the system. You cannot have an owner ID without a matching sign-in ID because that user ID could never be validated for basic access to the PMF system.

The Owners record contains an optional password field. This field is designed to allow the Owners table to double as a basic authentication table in cases where the customer does not have an external security system. For example, the standard PMF demo uses the Owners table for this purpose.

To edit the properties assigned to an owner, click Owners in the Manage page and expand the tree structure. Click the desired owner name to open the Edit Owner panel.

The same fields used to create an owner in the New Owner panel are used to edit owner properties in the Edit Owner panel. The only exception is the Owner ID field, which cannot be updated when editing the rest of the fields in the panel. For details on the fields in the New Owner and Edit Owner forms, see Fields in the Owner Forms.



Reference: General Tab - Functional Roles

The Edit Functional Role panel enables you to control the system-level functions each type of user is allowed to perform. As administrator, you can change the access allowed for the default roles that ship with PMF. You can also add and personalize as many roles as necessary for system maintenance.

For more information on setting access levels for functional roles, see Access Levels for Functional Roles. For details on creating a new functional role, see How to Create a New Functional Role.



Reference: General Tab - Scorecard Security

Provides access to the Edit Scorecard User Access forms, which enable you to control scorecard user access. You can control which scorecards each user can access, and also determine which users have access to a specific scorecard. Access levels include no access, viewer, editor, and administrator.



Reference: General Tab - Access Roles

The Edit Owner Access panel provides a way to control measure access for a group of owners linked to an access role by enabling you to set the level of dimension values that each owner can access.

From the drop-down menus for each dimension, select the level of access for the selected access role. The owners linked to this access role will only be able to see measures at or below the dimension level you set.

For details on setting measure access for access roles, see How to Set Measure Access by Access Role.



Reference: General Tab - Gadgets

There are two types of panels used to design and implement gadgets in your views and pages.

The Gadget Designer panel enables you to create a class of gadgets, which is required before you can create a gadget within that class. A class points to a WebFOCUS gadget procedure and lets you define its properties. The Gadget Designer panel is also used to edit existing gadgets.

The following tables lists and describes the fields used in the Edit Gadget Designer panel:

Field

Description

Name

The name of the gadget.

Scorecard filters

Specify whether the current scorecard filters should be used.

Width

Set the number of pixels in width for this gadget.

Height

Set the number of pixels in height for this gadget.

Preview image

The preview image of the gadget.

Receive Broadcasts

Select to enable the broadcast feature for the gadget.

Enable Moonbeam

Select to enable the moonbeam feature.

Content Type

Select which type of content will be added as the gadget.

Content Display

Select which type of content will be displayed.

Aggregation at Level

Select the appropriate level of the dimension at which data will be aggregated.

Reset Dashboard defaults

Select to reset Dashboard default values.

Description

A description of the gadget.

Custom Parameters

Allows you to pass WebFOCUS parameters to your gadget.

Display

Select from the following Display elements to include in the gadget being created.

  • Actual
  • Benchmark
  • Forecast
  • Stretch Target
  • Target

Groupings

Select up to three Groupings elements to include in the gadget being created. (Use the drop-down menu next to each element to select Required or Optional.)

The following options are available:

  • Perspective
  • Theme
  • Objective
  • Measure
  • Project
  • User Specified Dimension
  • Time

Filters

Select up to three Filters elements to include in the gadget being created. (Use the drop-down menu next to each element to select Required or Optional.)

The following options are available:

  • Perspective
  • Theme
  • Objective
  • Measures
  • Projects
  • User Specified Dimension
  • Time
  • Scorecard
  • Red and Yellow indicators only
  • Red indicators only


Reference: General Tab - Content

The New Content and Edit Content panels enable you to create content and edit existing content. Content is a default reference to any WebFOCUS procedure that displays automatically when users log on to PMF. PMF content management lets you link PMF measures, objectives, projects, and processes to WebFOCUS operational reports and webpages. PMF ships with default content. You can configure additional content by clicking the Content panel button in the Manage page.

The New Content and Edit Content panels also enable you to create up to 10 custom categories for the content that you manage.

To create content, click the Content panel button and then click New. To edit existing content, click the Content panel button, expand all the folders in the tree structure, and select the desired content that you want to edit. The Edit Content panel opens. For more information on creating and editing content, see Managing Content.

To create a custom category on the Edit Content panel, select a User Type field, and rename it to reflect the nature of the new category. For more information on creating a custom category, see Creating a Custom Category.

The following table lists and describes the fields in both the Edit Content and New Content panels.

Field

Description

Name

Contains the name of the WebFOCUS procedure that runs as content. The content must be placed in the Managed Report default repository used by PMF in order to run it. The maximum number of characters is 12.

Note: If the optional Web Page check box is selected, this field becomes unavailable and displays URL.

Content Type

Select the content type that will be created. When you select Web Site, enter a website URL in the field which is labeled URL (normally labeled Parameters).

Application

Select the application that this content will use. This option is only available when WebFOCUS Procedure is the Content Type.

Content

Select the WebFOCUS procedure for the view that you want to add. This option is only available when WebFOCUS Procedure is the Content Type.

User Type

(check boxes)

Enables you to create up to 10 custom categories for the content that you manage. Left-click a User Type field and supply a category name of your choice.

Owner

The user who has responsibility for this content.

Parameters

(or URL)

Optional. When you select the Web Page check box, enter a URL in this field, which is renamed URL.

Scorecards

Enables you to select what Scorecards will show the selected content.

Escape (button)

When using the optional Parameters field, use this to convert parameters so they can be submitted in machine code format as part of a URL.

Unescape (button)

When using the optional Parameters field, use this to submit the parameters in readable text.

Preview

Opens the content in a new window where you can preview it.

Email Certified

(check box)

If you select the Email Certified check box, the content will be embedded in the body of an email (rather than included as an attachment) when you schedule the view.



Reference: General Tab - Units of Measure

The Edit Unit of Measure panel enables you to control the format of data displayed in PMF. There are many default measures included in PMF. You can customize the standard display format of any unit of measure to modify how that measure is displayed in the detail views in which it appears.

To edit units of measure, click Units of Measure in the left pane, and expand the tree structure. Click a unit of measure and the Edit Unit of Measure panel opens.

The same fields in the Edit Unit of Measure panel are required for input as for updating. The following table lists and describes fields in the Edit Unit of Measure panel.

Field

Description

Unit name

Type a name for the unit of measure. The maximum number of characters is 20.

Default format

A WebFOCUS numeric display format valid for the unit of measure. Valid format types are D (floating-point double-precision), F (floating-point single-precision), I (integer), and P (packed decimal).

The formats are In, Dn.o, Fn.o, and Pn.d, where n represents the maximum number of digits to display, and .o, which is optional, and .d, which is required, represent the decimal point and the number of digits to display after the decimal point. The maximum number you can code before and after the decimal point is 10 for I, 15 for D, 7 for F, and 31 for P.

For more information about numeric display options, see the Describing Data With WebFOCUS Language manual.

Common symbol

Type characters for the symbol used to represent the unit of measure. The maximum number of characters is 6.

Place symbol

The location of the symbol. Select one of the following:

  • Place at end of value.
  • Place at front of value.

Description

Type a description or rationale for the unit of measure. The maximum number of characters is 100.



Reference: General Tab - Time Ranges

The Edit Time Range panel enables you to create new custom time ranges or edit existing time ranges. After you edit or create a time range, it can be used as a trending value throughout all PMF views, wherever measures or objectives are trended.

The following table lists and describes the fields in both the New Time Range and Edit Time Range forms.

Field

Description

Name

The long, descriptive name of the time range, for example, Last 13 months. The maximum number of characters is 50.

Abbreviation

The short, abbreviated name of the time range, for example, 13M. The maximum number of characters is 10.

Start and End are:

Select between the following two values using the drop-down menu:

  • Time segment endpoints. All time values between the Start and End of the Range.
  • Two discrete points. Two discrete values (for example, Prior and Current).

Start Type

For the following start types, select:

  • No Start Range if there is no start date for this time range.
  • Relative if the time range starts on a date relative to the current time period, as specified on the Edit System Settings panel. Use the Start Value field to enter a positive or negative number to start the time range that number of units in the future or past, depending on the unit of time specified as the Start Level (Month, Quarter, or Year). For example, if you enter -10 in the Start Value field, and select Month for the Start Level, the time range starts 10 months prior to the current time period. If you use the default of 0, the time range is the current time period.
  • Previous if the time range starts on a date relative to the previous month, quarter, or year, which you set with the Start Level field.
  • Prior if the time range starts on a date relative to the prior month, quarter, or year, which you set with the Start Level field. Note that prior time values are in the previous calendar year. For example, if the current month is July 2006, the prior month is July 2005.
  • Fixed if the trend starts on a specific time period (for example, 2006Q1).

End Type

For the following end types, select:

  • No End Range if there is no end date for this time range.
  • Relative if the time range ends on a date relative to the current time period, as specified on the Edit System Settings panel. Use the End Value field to enter a positive or negative number to end the time range that number of units in the future or past, depending on the unit of time specified as the End Level (Month, Quarter, or Year). For example, if you enter -10 in the End Value field, and select Month for the End Level, the time range ends 10 months from the current time period. If you use the default of 0, the time range is the current time period.
  • Previous if the time range ends on a date relative to the previous month, quarter, or year, which you set with the End Level field.
  • Prior if the time range ends on a date relative to the prior month, quarter, or year, which you set with the End Level field.

    Note: Prior time values are in the previous calendar year. For example, if the current quarter is Q3 2006, the prior quarter is Q2 2005.

  • Fixed if the trend ends on a specific time period.

Start Time Level

Select Current Level, Year, Quarter, or Month from the drop-down menu. This level specifies the start of the time range. If you select Current Level, the time range will use the Current Time Level value from the Edit System Settings panel.

End Time Level

Select Current Level, Year, Quarter, or Month from the drop-down menu. This level specifies the end of the time range. If you select Current Level, the time range will use the Current Time Level value from the Edit System Settings panel.

Start Value

If you selected Relative in the Start Type field, enter a positive or negative number to start the time range that number of units in the future or past depending on the unit of time specified in the Start Level field.

If you selected Fixed in the Start Type field, select the desired time period to start the time range using the Start Value drop-down menu.

End Value

If you selected Relative in the End Type field, enter a positive or negative number to end the time range that number of units in the future or past depending on the unit of time specified in the End Level field.

If you selected Fixed in the End Type field, select the desired time period to end the time range using the End Value drop-down menu.

Show this Time Range

If selected, the time range will be shown and available for use wherever trending data appears in views throughout PMF. Hidden time ranges are shown in the Time Ranges (hidden) tree.

Important: If you have a custom Time dimension, you may need to make adjustments to the following time periods, which are standard in PMF, to conform to the structure of your custom Time dimension: Last 13 months or weeks, Last 25 months or weeks, Last 5 periods, and Last 9 periods.

The adjustments may involve altering these time ranges or deleting them and creating new time ranges.

Otherwise, the default time ranges in PMF, which are based on the standard 12-month, 4-quarter Gregorian calendar, will not produce realistic results after your new Time dimension is loaded.

For more information on custom Time dimensions, see Designing a Custom Time Dimension Load.



Reference: General Tab - Settings

The Settings panel button enables you to view and edit any of the default PMF settings. The settings are categorized into Debugging, Integration, Look, Security, Summarization, System, Tolerances, and UI. For more information, see Viewing and Changing PMF Application Defaults.



Reference: General Tab - About PMF

The About Performance Management Framework (PMF) panel, shown in the following image, displays the product version number, database date, build date, release date, and copyright.

About PMF panel


Reference: Data Mart Tab - Load Now

The Load Now panel lets you automatically refresh the entire PMF cube from Source data. For more information, see Load Now Panel. .



Reference: Data Mart Tab - Manage Snapshot

The Manage Snapshot panel allows you to work with PMF snapshots. For more information, see Working with Snapshots.


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