Managing Axiom EPM Metadata

In this section:

The Adapter for Axiom EPM enables management of Axiom EPM metadata. Processes exist that manage the accessibility of Axiom EPM Tables by maintaining the metadata catalog on the reporting server. Before reports can be created or run, this metadata catalog must be created.

You can perform the following tasks to accomplish this:

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Accessing the Adapter for Axiom EPM Administrator

How to:

To access the environment for administration, you must have access to the Web Console and knowledge of the Axiom administrator ID and password (DBA)..

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Procedure: How to Access the Adapter for Axiom EPM Administration
  1. Open the Web Console.
  2. From Web Console menu bar, click Adapters.
  3. In the navigation pane, right-click Axiom EPM from the list of configured adapters, and select Properties.
  4. Type the administrators ID and password, and click Next.

    xThe Axiom EPM menu opens.

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Creating Synonyms

How to:

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Creating synonyms for Axiom EPM is one of the core functions of the Axiom EPM Administrator. The adapter enables the administrator to choose which Axiom EPM tables are defined in the metadata catalog.

You can create synonyms using a filtered search. A search template option is provided to speed the process of searching for specific Axiom EPM Tables. This is a useful method of locating tables by name, description, or table type.
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Procedure: How to Create Synonyms Using a Filtered Search
  1. In the Axiom EPM menu, select the connection you want to manage from the Select Connection drop-down list. For details on accessing the Axiom EPM menu, see Accessing the Adapter for Axiom EPM Administrator.
  2. Click Create under the Synonyms group.

    xThe Create Synonyms for Connection window opens.

    Axiom EPM Tables can be filtered by Name, Description, or Table Type. Provide filter values in the respective fields, or leave the fields blank to see a full list of tables.

    Note:

    • The Table Description is case-sensitive.
    • If you do not use a filter, or your filtered results are very large, the results may be truncated. Use a different filter to reduce the returned results.

  3. Click Next.

    The Create Synonyms for Connection window opens.

  4. Select the check box in the Create column for all the Tables you want to create a synonym for, or select All to create a synonym for all available Tables.
  5. Optionally, change the synonym name in the Synonym name column.
  6. Click Create Synonym to process. Processing may take a few minutes for each selected Record Definition.
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Removing Synonyms

How to:

You can remove previously created Axiom EPM synonyms from the metadata catalog with the Remove Synonyms menu option.

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Procedure: How to Remove Synonyms
  1. In the Axiom EPM menu, select the connection you want to manage from the Select Connection drop-down list. For details on accessing the Axiom EPM menu, see Accessing the Adapter for Axiom EPM Administrator.
  2. Click Remove under the Synonyms group.

    xThe Remove Synonyms for Connection window opens.

  3. Select the check box in the Remove column for each synonym you want to remove, or select All to remove all available synonyms.
  4. Click Remove Synonym.
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Re-synchronizing Synonyms

How to:

You can re-synchronize your metadata. This option:

If there are any records that have changed, they appear in the Select Record(s) to Synchronize page.

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Procedure: How to Re-synchronize Synonyms
  1. In the Axiom EPM menu, select the connection you want to manage from the Select Connection drop-down list. For details on accessing the Axiom EPM menu, see Accessing the Adapter for Axiom EPM Administrator.
  2. Click Re-Synch under the Synonyms group.

    xThe Synchronize Synonyms for Connection window opens.

  3. Select the check box in the Synchronize column for each synonym you want to re-synchronize with Axiom EPM Record Definitions, or select All to re-synchronize all listed synonyms.
  4. Click Synchronize Synonym.

Note: If any changes were made to the Axiom Synonym external of the adapter administration screen, the re-synchronize option will recreate the selected synonym(s) and the changes will be lost.
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Refreshing Synonyms

How to:

After creating your synonyms, you may need to fresh them at some point.
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Procedure: How to Refresh a Synonym
  1. From the Axiom EPM menu, select the connection you want to manage from the Select Connection drop-down menu. For details on accessing the Axiom EPM menu, see Accessing the Adapter for Axiom EPM Administrator.
  2. Click Refresh under the Synonyms group.

    The Refresh Synonyms for Connection window opens.

  3. Select the synonyms you want to fresh under the Refresh column, or select the All option.
  4. Click Fresh Synonym.

Note: If any changes were made to the Axiom Synonym external of the adapter administration screen, the re-fresh option will recreate the selected synonym(s) and the changes will be lost.
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Viewing Sample Data
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After creating a synonym, you may want to verify that it is using the correct Table. The Synonyms, View option on the Axiom EPM menu provides an easy method for listing the existing synonyms and viewing a sample data set from each.

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Renaming a Synonym
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You can selectively rename a synonym using the Synonyms, Edit option on the Axiom EPM menu.

After renaming a synonym, you must update references in existing reports from the old name to the new name using appropriate options in your reporting tool.

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