SAPIDTQuickGuide

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SAPIDTOverview&UserInterface
InformationDesignTool[MathProcessingError]isaBusinessObjectsdesigntoolthatextractsthedatafrom
differentdatasourcesusinganOLAPandRelationalconnectiontocreateUniverses.Therearedifferent
UniverseparametersthatcanbepassedattimeofUniversecreation.

AUniverseiscalledaslogicalcollectionofdimensionsandobjectsthatallowbusinessuserstoanalyzethe
businessdata.Objectsanddimensionrepresentdifferenthierarchies,measures,customcalculations,and
attributes.

UniversecanbecreatedonthetopofrelationaldatabaseslikeSQLServer,OracleoralsoontopofanInfoCube
inSAPBusinessWarehouse[MathProcessingError]system.Differenttypesofconnectionscanbecreatedto
thesedatasourceslikepersonalconnection,sharedconnectionandapublicconnection.ASQLorMDX
statementisgeneratedaccordingtodatasourcerespectivelyRelationalandanOLAP.

AUniversecreatedusinganIDTcanbeusedwithdifferentreportingtoolsinBusinessObjects.Whena
Universeispublishedtoacentralrepository,itcanbeusedinthefollowingreportinganddashboardtools

SAPBusinessObjectsWebIntelligence[MathProcessingError]
SAPBusinessObjectsDashboardDesigner[MathProcessingError]
SAPBusinessObjectsCrystalReports
SAPBusinessObjectsExplorer
DifferentComponentsinIDTwhileDesigningaUniverse
AnOLAPoraRelationalconnectiontodatasource

ExtractingthetablesandjoinsfromRelationaldatabaseoranOLAPcube.

Buildingadatafoundationfromextractedtablesandjoins.

CreatingmetadataobjectsfromdatafoundationlayerandtheseobjectsaremanagedinBusinesslayer.

UsingUniverseparametersandtosharetheresourcesinUniverse.

PublishingaUniversewhichincludesBusinesslayer,DataFoundationandaUniverseconnectionto
database

UniversecanbepublishedtothecentralrepositorytobeusedbyotherSAPBusinessObjectsreporting
applications.

SecurityprofilesareusedtoprovideaccessonUniversedataandmetadataobjects.
IDTisprimaryusedbyapplicationmanagersandreportdeveloperswhowantstocreateanalyticalreportsonthe
topofdatastoredinthedifferentdatasources.TocreatereportsontopofUniverses,apersonneedstechnical
understandingofIDTtoolandfunctionalknowledgeofDataWarehouse.

SAPIDTResources
TherearevariousresourcesinInformationDesignToolthatcanbeusedtoextractthedatafromdatasources
andtocreateaUniverse

Project
AProjectisalocalworkspacewhereyoustoretheresourcesusedtobuildoneormoreUniverses.Thisisused
tomanagethelocalobjects,whichareusedforUniversecreation.Asingleprojectcancontainobjectsforoneor
multipleUniverse.Alocalprojectcancontainmultiplenumberofobjectslikedatafoundationlayer,business
foundation,anddatasourceconnection,etc.

DataFoundation
DataFoundationlayerallowsyoutoimporttablesandjoinsfromdifferentrelationaldatabases.Allthejoinsare
importedandyoucanalsodefinederivedtables,customcalculations,additionaljoins,contextsandprompts.
RelationalandOLAPConnection
AconnectionisusedtodefinehowdataisextractedfromarelationaloranOLAPdatasource.AUniverse
alwaysusesatleastoneconnectiontoextractthedata.Youcanalsobuildamultisourcethatextractsdatafrom
oneormoredatasourcesusingmultipleconnections.

Aconnectioncanbesavedlocallywith.cnxfileandallUniversescreatedonthetopoflocalconnectionscant
bepublishedtoBOrepository.TopublishaUniversetorepository,youshoulduseasecuredcentralconnection
with.cnsfile.

.cnssecuredRepositoryconnection

.cnxlocalunsecuredconnection.Ifyouusethisconnection,itwillnotallowyoutopublishanythingto
repository.l

BusinessLayer
InBusinesslayer,youdefinemeasuresanddimensions.YoucanalsoapplyAggregationslikeSum,Count,Avg,
Min,Max.

TocompletetheUniversecreation,youneedtosavetheprojectandthenpublishthebusinesslayertothe
repository.

UDTvsIDT
InUDT,aUniverseiscreatedwithfileextensionas.unv.InIDT,aUniversefileextensionischangedto.unx
file.

ToopenunvfileinIDT,itcantbedirectlyopenedbutyoucanconvertunvfiletounxfiletoopenin
InformationDesigntool.YoucantopenanIDT.unxfileinUniverseDesigntoolnoryoucanconvertittounv
file.

UniverseDesignToolisasinglesourceenabledtool.However,IDTisamultisourceenabledtoolmeaningyou
canextractthedatafromdifferentdatasourceswhilecreatingaUniverse.

UniverseDesignTool[MathProcessingError]
Universefileextension.unv
Youcantopen.unxfileandalsoitcantbeconverted
tounvtoopeninUDT
Itissinglesourceenabled
ItcantbedirectlyconnectedtoDashboarddesigner
andCrystalReportslatestversion
InformationDesignTool[MathProcessingError]
Universefileextension.unx
Youcanopenunvfilebyconvertingunvfiletounx
fileextension
Itismultisourceenabled
ItcanbedirectlyconnectedtoDashboarddesignerand
CrystalReportslatestversion

UserInterfaceinIDT
WhenyouretrieveanexistingUniverseinIDTbyconnectingtotherepository,followingaretheavailable
interfaces.ThesearethesamewhenyoudesignanewUniverseinInformationDesignTool.
LocalProjects
Itdefinestheexistingconnectioninuse[MathProcessingError],Datafoundationlayer[MathProcessing
Error]andBusinessLayerthatarelocalinUniverseasshownabove.

YoucanclickoneachobjectunderLocalProjectstoseethedetailsandtomakeanychanges.Clickonthe
connection.cnsfiletoseetheconnectiondetails.Similarly,youcanopen.dfxor.blxobject.

RepositoryResources
OnceyouconnecttotheRepository,youcanretrievealltheobjectsthataredesignedandpublishedtothat
repository.
ToinsertobjectsfromtheRepository,clickon+signandselectInsertSession.Enterthesystemdetails,the
usernameandpassword,andyoucanseealltheobjectsintheRepository.

BusinessLayer
Thislayercontainsalltheclassesandobjects,youcancheckdimensionsandmeasuresthataredefinedina
Universe.Whenyoupublishthebusinesslayerintherepository,thisshowsthecompletionofUniversecreation.

YoucancheckthesummaryofBusinessLayertoseethenumberofattributes,dimensions,measures,classes,
LOVs,etc.
DataFoundationLayer
Thislayerisusedtodefinedatafoundationthatincludestablesfromdatasource,joins,etc.
Tocheckthestructureofdatafoundation,youcanclickon.dfxunderlocalprojectsanditwilltakeyoutoData
Foundationlayeranditscomponents.

SettingandResettingPreferencesinIDT
YoucancustomizeInformationDesigntooluserinterfacebysettingpreferences.Thiscanberesettodefault
usingResettodefaultdisplayoption.TosetthepreferencesinIDT,gotoWindowsPreferences.
OnceyouclickonPreferences,anewwindowwillopen.YoucandefinepreferencesunderGeneral,Helpand
InformationDesignToolpreferences.

InformationDesignToolPreferences
BusinessLayerEditor
CheckIntegrity
DataFoundationEditor
Languages,etc.

UsingResettoDefaultdisplayoptionunderWindowtaballowsyoutoresetallthevaluestodefaultoryoucan
alsouseRestoreDefaultoptiononPreferenceswindow.

SAPIDTCreatingUniverse
TocreateaUniverseinIDT,gotoStartAllProgramsSAPBusinessIntelligenceSAPBusinessObjects
BIPlatform4ClientTool.

InInformationDesignTool,youhavetocreateaNewProject.GotoFileNewProject.EntertheProject
NameandClickonFinish.
Oncetheprojectiscreated,nextistocreateanOLAPorRelationalconnectiontoconnecttoadatasource.A
RelationalconnectionisusedtoconnecttotheDatabaselayertoimporttablesandJoins.AnOLAPconnection
isusedtoconnecttothemultidimensionalmodellikeanInformationViewinSAPHANA.

Relationalconnection

RightclickonProjectnameNewSelectRelationalConnectionEnterconnection/resourcename
Next.

NewRelationalconnection

ChooseSAPfromthelistSAPHANASelectDriversJDBCNextEnterdetails.

Enterthesystemdetails,username,password,andclickNext.
ClickFinish.

UnderGeneralInformationClickonTestConnectionSuccessful.

WehavetopublishthisconnectiontotheRepositorytomakeitavailableforuse.

RightclickontheconnectionnamePublishtheconnectiontotheRepositoryEnterBOrepository
passwordClickonConnectFinishYes.
 PublishConnection

Onceyouclickonfinish,itwillcreateasecureRepositoryconnection.

SecureRepositoryConnection

.cnssecuredRepositoryconnection

.cnxlocalunsecuredifyouusethisconnectionitwillnotallowyoutopublishanythingtorepository.

LocalProject

ThenextstepistocreateaDataFoundationLayeronthissecureconnection.

Rightclickon.cnsRepositoryconnectionNewDataFoundation.

NewDataFoundation

EnterResourceNameandclickonFinish.Itwillshowyoualistofallavailableschemasinthedatabase.You
canaddTablesandJoinsfromSchematoDataFoundationlayer.Thiscanbedonebydraggingthetableorbya
doubleclick.ApplythejoinsonDimensionandFacttablestocreatealogicalschema.

NewLogicalSchema

TodefineaJoin,doubleclickonJoinbetweentables.Itwillshowyouboththetables.Youcanselectfrom
differentJoinsasperdatarequirementandclickondetectCardinalitytodefinecardinality1:1,1:n,n:n.

JoinDefinitionDetails

NextistocreateaBusinessLayerontheDataFoundation.ClicktheSaveAlliconatthetopofthescreen.
Then,rightclickonDatafoundation.dfxNewBusinessLayer.
 NewBusinessLayer

EnterResourceName[MathProcessingError]Finish.ItwilladdBusinessLayer.blxundertheLocal
Project.

ItwillshowalistofalldimensionsandmeasuresunderDataFoundation.Youcandefinedimensions,measures,
aggregation,etc.

DimensionsUnderDataFoundation

TodefineanAggregation,youcanselectfromProjectionFunction.Youcanalsohidefewobjectsinthereportif
youwantbyusingthedropdownnexttomeasuresanddimension.YoucanselectHiddenforaparticularobject.

ProjectFunction

OnceyoudefineBusinessLayer,clickSaveAlliconatthetopofthescreenasshowninthefollowing
screenshot.

DefineBusinessLayer

TopublishaUniversetotheRepository,rightclickon.blxPublishToaRepository.

BLX

SelectResourcesNextInPublishUniversewindow,selectNextSelecttheRepositoryfolderwhere
youwanttopublishUniverseandclickFinish.

RepositoryFolder

YouwillgetaconfirmationthatUniversepublishedsuccessfully.

TochecktheUniverseunderRepository,gotoRepositoryresourcesandcheckfortheUniversethathasbeen
created.

CheckUniverse

CreatingaUniverseonSAPERP
YoucanbuildauniverseonSAPERPbyusingDataFoundationinIDT.Youhavetocreatearelational
connectiontoERPdatasource,infosets,SAPqueries,andABAPfunctionsthataretreatedastablesinthe
connection.

YoucancreateasinglesourceDataFoundationtosupportlocalconnectionsbutitdoesntsupportJoinsand
calculatedcolumnsbetweenthetablesinsertedfromanERPconnection.

Touseacalculatedcolumn,joins,youneedtocreateaDatafoundationthatismultisourceenabledona
securedconnection.

CreatingaUniverseonSAPERP

WhenatableisaddedinDataFoundationlayer,thetabletypeofinfoset,SAPquery,orABAPfunctionis
savedasatablepropertyinthedatafoundation.ToaddanABAPFunctiontable,thereisonedatafoundation
tablecreatedtomapthemainfunction.

Thetablecontainsinputcolumnsfortheinputparametersofthefunction.Theseparameterscanbemandatory
oroptional.Toassignavaluetomandatoryparameters,youneedtoedittheinputcolumns.

LimitationsofUsingSAPERP
WhenyouusemeasuresthatcontainaggregatefunctionsitcantbeusedasfiltersintheQueryPanelasthe
outputSQLexpressionconsistsofHAVINGclause,anditisnotsupportedbytheSAPERPconnection.Hence,
ifameasureisaddedthatcontainsAggregationfunctionasfilter,itthrowsanerrorwhilerefreshingthequery.

CreatingaUniverseonSAPBW
IfyouwanttouseSAPBWtodesignaUniverse,youshoulduseadatafoundationbasedonmultisource
enabledstructure.AllthetablesandjoinsinSAPBWareautomaticallyimportedtoDataFoundation.Whena
BusinessLayeriscreatedonDataFoundation,allobjectsareautomaticallymovedtotheBusinessLayer.

CreatingaUniverseonSAPBW

Ifyoudontwanttoinserttablesandjoinsautomatically,youcanunselecttheDetecttablesbygoingtoadvance
propertieswhileaddingconnectiontoDataFoundation.

YoucanalsoturnoffinsertionofBusinessLayerobjectsbyuncheckingtheoptiontoautomaticallycreate
classesandobjectswhenselectingdatafoundationinNewBusinessLayer.

CreatingaUniverseonMicrosoftAnalysisServices
YouhavetocreateBusinessLayeronMicrosoftAnalysisServices[MathProcessingError]andbusinesslayer
objectsarecreatedbydefault.FollowingisthemappingofobjectsinBusinessLayer

DimensionAnalysisdimensionsarecreatedinthebusinesslayerforeachdimensioninthecube.

DisplayFolderFoldersarecreatedintheanalysisdimensiontocontainthehierarchiesinthedisplay
folder.

HierarchyForvaluebased[MathProcessingError]hierarchies,avaluebasedhierarchyiscreatedin
theanalysisdimension.TheattributesarecreatedintheAttributesfolderinthehierarchy.

AttributeHierarchyAttributehierarchiesinthecubearecreatedaslevelbasedhierarchiesinthe
analysisdimension.

NamedSetNamedsetsarecreatedintherelatedanalysisdimension,inthefolderNamedsets.

MeasuresandCalculatedMeasuresMeasuresandcalculatedmeasuresarecreatedasmeasuresinthe
appropriatemeasuregroupfolder.Ameasureattributeiscreatedfortheformattedvalue.

CreatingaUniverseonSAS
YoucanbuildaUniverseonSASbyusingmultisourceenableddatafoundationandusingasecureconnection.

ConnectiontoSASdatasourcearemanagedbydatafederationservice.
MultilingualUniverses

YoucanalsocreatemultilingualUniverseinInformationDesigntool.Thisallowsyoutousemultilingual
solutionbyusingsingleUniversemetadatamodel.

FollowingarethestepstousemultilingualUniverseforreportcreation

Step1UseUniversedesignertodesignUniverseinsourcelanguageinIDT.

Step2Usetranslationmanagementtooltotranslatethemetadatainthedatafoundationandbusinesslayer.

Step3UsereportdesignerstobuildthereportsonthesameUniverse,whichcanbedisplayedindifferent
languagesasperuserpreferences.

Step4GotoInformationDesignToolPreferencesPreferredViewingLocaledeterminesthelanguageof
themetadataanddataintheQueryPanel.

PreferencesTab

Thiscanbeusedifyouhavesupportforthefollowing

Translationsareavailableinthelanguage[MathProcessingError].

Theconnectionsupportsthelanguageparameter[MathProcessingError].

SAPIDT.unvUniverseIntroduction
A.unvUniverseiscreatedinUniverseDesignerinSAPBusinessObjectsXI3orUniversecreatedusing
UniverseDesigntool.ItcanbeconvertedtounxfileinInformationDesigntool.

FollowingSAPBusinessObjectsversioncancreateunvfiles

UniverseDesignTool[MathProcessingError]

UniverseDesignToolDesktopEdition

UniversecreatedusingUDTisstoredwithafilename.unvinthelocalfolderorinthecentralrepository

Touse.unvUniversesinIDT,youfirstneedtoconvertthem.YoucanconvertthefollowingunvUniversesin
InformationDesignTool

RelationalUniversescreatedusingSAPBusinessObjects4UDTtoolorDesktopedition

RelationalUniversesdesignedinSAPBusinessObjectsEnterpriseXI3designtool

Converting.unvUniverseinaRepository
Universefile.unvtobeconvertedshouldbestoredintherepository.IftheUniverseiscreatedwithaDesign
toolearlierthanSAPBusinessObjects4.0,thenyoushouldupgradetheUniverseusingUpgrademanagement
tool.

ToconvertaUniverseinIDT,gotoFileConvert.
 Converting.unvUniverse

Inthenextwindow,youhavetoselectunvfilefromtherepositorytoconverttounxfile.EntertheRepository
usernameandpasswordtoconnect.

unvFile

SelectUniversefromtherepositorythatyouwanttoconvert.ClickOK.

SelectUniverse

SelecttheDestinationRepositoryfolderBrowsetoselectafolderintherepositorywhereyouwanttosave
.unxUniverse.Tocreatenamedparametersforprompt,selectthecheckboxasshowninthefollowing
screenshot.

DestinationRepositoryFolder

SaveforallusersoptionallowalluserstoopentheUniversewithoutenteringtheRepositorypassword.Click
OKtostartconversion.

OnceyouclickOK,conversionstarts,andyougetthefollowingconfirmationmessage.

ConfirmationMessage

Converting.unvUniverseLocally
ToconvertaUniverseinIDT,gotoFileConvert.

Converting.unvUniverseLocally

Inthenextwindow,youhavetoselect.unvfilefromthelocalfolder.

Select.unvFile

SelecttheDestinationRepositoryfolderBrowsetoselectafolderwhereyouwanttosave.unxUniverse.To
createnamedparametersforprompt,selectthecheckbox.

Youcannowpublishthebusinesslayertocreatethe.unxuniversefile.Thiscreatesalocaluniverse.

Topublishtheuniversetotherepository,continuewiththenextstep.Publishthelocalconnectiontoa
repository.

Editthedatafoundationandchangetheconnectiontousethesecuredconnectionpublishedinthelaststep.Next
istopublishthebusinesslayertotherepository.

IntegrityCheckwhileConversion
Whenyouconvert.unvUniverse,itisrecommendedtoperformanintegritycheckinIDT.Followingerrortypes
canbecorrected

ErrorsoncolumndatatypesItincludesrefreshingthestructureinDataFoundationthatallowsyoutofixthe
datatypeerrorsinintegritycheck.
ErrorsonSelfJoinswithPromptsTouseaJoinexpressionwithpromptsandLOVs,youneedtoworkonJoins
inconvertedUniverse.

FeaturesSupportedby.unv
Whenyouconvert.unvUniverseinIDT,theconversionprocesscreatessamefeaturesinresultedUniverse.
Followingisthelistoffeaturesthataresupported

Featuresin.unvUniverse Featuresin.unxUniverse

TheseobjectsarecreatedinDataFoundation

Tables
AliasTables
UniverseSchema DerivedTables
Joins

ForPrompts,youneedtocheckintegrityinSelfJoinContextYouneedto
manuallyrestricttheContextdefinition

MultilingualUniverses Languagesettings,localesettingsareconverted

AllclassesandsubclassesconvertedtoFolders

Dimensions
Outline
Measures
Detailsconvertedtoattributes
Conditionsconvertedtofilters

QueryLimits Querylimitsareconvertedandeditedinbusinesslayer

SQLParameters Query,SQLstatementandCartesianproductareconverted

Strategies CustomstrategiesarenotsupportedinIDT

Samesecuredrelationalconnectionisusedby.unvand.unxUniverses.
RelationalconnectioncanbecreatedinbothUDTandIDTandpublishedin
Connections therepository.

Personalandsharedconnectionsareconvertedtolocalconnections.

Functions Followingfunctionscanbeconverted

@Aggregate_Aware
@Prompt
@DerivedTable
@Select
 @Variable

Allthesefunctionsaresupported

NamedlistofvaluesarecreatedinbusinesslayerinIDTfordimensionsand
ListofValuesLOVs
measuresthatshowLOVs

SAPIDTDealingWithPublishedUniverses
YoucanretrieveapublishedUniversefromthelocalfilesystemorfromtheRepository.ToretrieveaUniverse
fromthelocalfilesystem,youneedalocalprojectsviewwherebusinesslayersandreferencedresourcesare
saved.Inlocalprojectsview,rightclickprojectfolder,gotoRetrieveUniversefromaLocalFolder.

RetrieveUniverse

SelecttheUniverseyouwanttoretrieveandclickFinish.

RetrieveUniverseTab

RetrievingaUniversefromaRepository
ToretrieveaUniversefromthelocalfilesystem,youneedalocalprojectsviewwherebusinesslayersand
referencedresourcesaresaved.YoucanretrieveaUniversefromaRepositoryintwoways

Method1

RightclickLocalProjectfolderRetrieveUniverseFromaRepository.

LocalProjectFolder

EnterRepositorypasswordandclickConnect.

Repositorypassword

SelecttheUniversefromavailablefoldersinRepositoryandclickFinish.

AvailableFolderRepository

Method2

AnotherwayisbygoingtotheRepositoryResourcessectionandselecttheUniverseyouwanttoretrieve.

RepositoryResourcessection

SelectaLocalProjectforretrievalandclickOK.

LocalProjectforRetrieval
Toremovethelocalsecurityrequirement,selecttheSaveforallusersoptionwhenselectingtheUniversein
therepository.

SAPIDTProjects
TodesignaUniverseinIDT,thefirststepistocreateaprojectinLocalProjectviews.Alltheresourceslike
DataFoundationandBusinesslayersaremanagedinaproject.Youcannavigatetolocalprojectsandaccessthe
resourcesinthelocalprojectusingInformationDesignTool[MathProcessingError].

OnceyoucreateaLocalProject,resourcescanbepopulatedunderitindifferentways

YoucancreatenewresourcesusingNewoption.
Convert.unvUniversecreatedfromUniverseDesignTool.
RetrieveapublishedUniverse.
Toeditaresource,youcandoubleclickonaresourceunderLocalProject.

UniverseinIDT

CheckingExistingProjectsinIDT
YoucanopenanexistingprojectinIDT.GotoFileOpenProject.

ExistingProject

Anewwindowwillopen.Youcanselectfromtherootdirectoryorfromarchivefiletoimportanexisting
project.

Toimportfromtherootdirectory,clickonBrowse,selecttheProjectyouwanttoimportandclickOK.

ImportProjects

CreatingaNewLocalProjectinIDT
TocreateanewprojectinIDT,gotoFileNewProject.

NewLocalProjectinIDT

EnterProjectName,locationandclickFinish.

EnteringNewProjectname

TheprojectiscreatedunderLocalProjectsviews.

EditinganExistingProject
Youcanalsoeditanexistingproject.OpenanexistingprojectbygoingtoFileOpenProject.Youcanalso
openanexistingUniverseunderanyLocalProjectarea.
Onceyouopenanexistingproject,youcangotoeachobjectbydoubleclickingtheobjectnameunderLocal
Projectfolder.

EditinganExistingProject

MakechangesasrequiredandclicktheSavebutton.

DeletingaProjectinIDT
Todeleteanexistingproject,rightclickontheprojectunderLocalProjectarea.

DeletingProject

Todeleteaprojectpermanently,youcanselectDeleteprojectcontentsondiskoptioninthe"ConfirmProject
Delete"dialogbox.

Ifyouselectthisoption,thedeletionispermanentandcannotbeundone.ClickonYestoconfirmthedeletion.

Ifyoudidnotdeletetheprojectcontentspermanently,youcanopentheprojecttomakeitavailable.

ProjectSynchronization
Projectsynchronizationdealswithcomparingresourcesinlocalprojectviewswithanassociatedsharedproject
intherepository.Usingprojectsynchronization,youcandetectadd/deleteresources,differencebetween
resources.Basedondifferences,thelocalprojectviewandsharedresourcescanbeupdated.

UnderProjectsynchronization,therearetwodifferentpanes

SharedProjectPane

Itliststheresourcesinsharedprojectontheserver.Ifthereisalockiconintheformofresource,itmeansthe
resourceislocked.Synchronizationstatusliststhestatusofeachresourcebycomparingresourcesinsharedand
localprojectviews.

DifferentSynchronizationStatus

AddedLocallyAresourceisaddedinthelocalprojectbutnotinthesharedproject.

ChangedLocallyAresourcewaschangedinthelocalprojectbutnotinthesharedproject.

DeletedLocallyAresourcewasdeletedinthelocalprojectbutstillexistsinthesharedproject.

AddedonserverAresourceisnotinthelocalprojectbutexistsinthesharedproject.

ChangedonserverAresourcewaschangedinthesharedprojectbutnotinthelocalproject.

Deletedonserverresourceexistsinthelocalprojectbutwasdeletedinthesharedproject.

SynchronizeBothresourcesareidentical.

ListofResourcesinSynchronizationStatusPane
 Showsallresources.Thisclearsthefiltersandlistsallresourcesregardlessoftheirstatus.

Shows/HidestheresourceswithastatusSynchronized
Shows/Hidestheresourcesinthelocalprojectthathavechangedwithrespecttotheserver.
Shows/HidestheresourceswithastatusofConflicting.
Shows/Hidestheresourcesontheserverthathavechangedwithrespecttothelocalproject

HowtoPerformProjectSynchronization?
ToperformProjectSynchronization,gotoWindowsProjectSynchronization.

ProjectSynchronization

ClickChangesessiontoopenasessionontherepositorysystemwherethesharedprojectsaresaved.

OpenaSession

Selectaprojecttosynchronizeinthesharedprojectlist.

SharedProjectList

LockingaResource
TolockaresourceinProjectSynchronization,itshouldbeundersharedproject.Lockinformsotherdevelopers
thatyouareworkingontheresource.

TolockaresourceSelectthesharedprojectfromsharedprojectlist.Expandtheproject.Selecttheresource
RightclickClickLock.

LockingResource

UnlockingaResource
Tounlockaresource,selecttheresourceunderProjectSynchronization.RightclickUnlock.

UnlockingResource

SavingResourcesinIDT
Itisalsopossibletosaveanyresourceinalocalprojectasareportinthelocalfile.Tosavearesource,right
clickonanyresource,SaveAs.

SavingResource

IntheReportLocationbox,enterafilepath,filename,andfiletypeforthereport.Thefiletypecanbe.pdf,
.html,or.txt.
 GenerateReport

Tobrowsethelocalfilesystemtofindafilepath,clickthebrowsebutton.

Forlargerresources[MathProcessingError],youcanselectwhichmetadataelementstoincludeinthereportin
theMetadataElementsbox.

ClickGeneratetocreatethereport.

TodesignaUniverseinIDT,thefirststepistocreateaprojectinLocalProjectviews.Alltheresourceslike
DataFoundationandBusinesslayersaremanagedinaproject.Youcannavigatetolocalprojectsandaccessthe
resourcesinthelocalprojectusingInformationDesignTool[MathProcessingError].

OnceyoucreateaLocalProject,resourcescanbepopulatedunderitindifferentways

YoucancreatenewresourcesusingNewoption.
Convert.unvUniversecreatedfromUniverseDesignTool.
RetrieveapublishedUniverse.
Toeditaresource,youcandoubleclickonaresourceunderLocalProject.

UniverseinIDT

CheckingExistingProjectsinIDT
YoucanopenanexistingprojectinIDT.GotoFileOpenProject.

ExistingProject

Anewwindowwillopen.Youcanselectfromtherootdirectoryorfromarchivefiletoimportanexisting
project.

Toimportfromtherootdirectory,clickonBrowse,selecttheProjectyouwanttoimportandclickOK.

ImportProjects

CreatingaNewLocalProjectinIDT
TocreateanewprojectinIDT,gotoFileNewProject.

NewLocalProjectinIDT

EnterProjectName,locationandclickFinish.

EnteringNewProjectname

TheprojectiscreatedunderLocalProjectsviews.

EditinganExistingProject
Youcanalsoeditanexistingproject.OpenanexistingprojectbygoingtoFileOpenProject.Youcanalso
openanexistingUniverseunderanyLocalProjectarea.
Onceyouopenanexistingproject,youcangotoeachobjectbydoubleclickingtheobjectnameunderLocal
Projectfolder.

EditinganExistingProject

MakechangesasrequiredandclicktheSavebutton.

DeletingaProjectinIDT
Todeleteanexistingproject,rightclickontheprojectunderLocalProjectarea.

DeletingProject

Todeleteaprojectpermanently,youcanselectDeleteprojectcontentsondiskoptioninthe"ConfirmProject
Delete"dialogbox.

Ifyouselectthisoption,thedeletionispermanentandcannotbeundone.ClickonYestoconfirmthedeletion.

Ifyoudidnotdeletetheprojectcontentspermanently,youcanopentheprojecttomakeitavailable.

ProjectSynchronization
Projectsynchronizationdealswithcomparingresourcesinlocalprojectviewswithanassociatedsharedproject
intherepository.Usingprojectsynchronization,youcandetectadd/deleteresources,differencebetween
resources.Basedondifferences,thelocalprojectviewandsharedresourcescanbeupdated.

UnderProjectsynchronization,therearetwodifferentpanes

SharedProjectPane

Itliststheresourcesinsharedprojectontheserver.Ifthereisalockiconintheformofresource,itmeansthe
resourceislocked.Synchronizationstatusliststhestatusofeachresourcebycomparingresourcesinsharedand
localprojectviews.

DifferentSynchronizationStatus

AddedLocallyAresourceisaddedinthelocalprojectbutnotinthesharedproject.

ChangedLocallyAresourcewaschangedinthelocalprojectbutnotinthesharedproject.

DeletedLocallyAresourcewasdeletedinthelocalprojectbutstillexistsinthesharedproject.

AddedonserverAresourceisnotinthelocalprojectbutexistsinthesharedproject.

ChangedonserverAresourcewaschangedinthesharedprojectbutnotinthelocalproject.

Deletedonserverresourceexistsinthelocalprojectbutwasdeletedinthesharedproject.

SynchronizeBothresourcesareidentical.

ListofResourcesinSynchronizationStatusPane
 Showsallresources.Thisclearsthefiltersandlistsallresourcesregardlessoftheirstatus.

Shows/HidestheresourceswithastatusSynchronized
Shows/Hidestheresourcesinthelocalprojectthathavechangedwithrespecttotheserver.
Shows/HidestheresourceswithastatusofConflicting.
Shows/Hidestheresourcesontheserverthathavechangedwithrespecttothelocalproject

HowtoPerformProjectSynchronization?
ToperformProjectSynchronization,gotoWindowsProjectSynchronization.

ProjectSynchronization

ClickChangesessiontoopenasessionontherepositorysystemwherethesharedprojectsaresaved.

OpenaSession

Selectaprojecttosynchronizeinthesharedprojectlist.

SharedProjectList

LockingaResource
TolockaresourceinProjectSynchronization,itshouldbeundersharedproject.Lockinformsotherdevelopers
thatyouareworkingontheresource.

TolockaresourceSelectthesharedprojectfromsharedprojectlist.Expandtheproject.Selecttheresource
RightclickClickLock.

LockingResource

UnlockingaResource
Tounlockaresource,selecttheresourceunderProjectSynchronization.RightclickUnlock.

UnlockingResource

SavingResourcesinIDT
Itisalsopossibletosaveanyresourceinalocalprojectasareportinthelocalfile.Tosavearesource,right
clickonanyresource,SaveAs.

SavingResource

IntheReportLocationbox,enterafilepath,filename,andfiletypeforthereport.Thefiletypecanbe.pdf,
.html,or.txt.
 GenerateReport

Tobrowsethelocalfilesystemtofindafilepath,clickthebrowsebutton.

Forlargerresources[MathProcessingError],youcanselectwhichmetadataelementstoincludeinthereportin
theMetadataElementsbox.

ClickGeneratetocreatethereport.

SAPIDTManagingConnections
AconnectioninIDTisusedtoconnecttoarelationaloranOLAPdatasourceusingSAPBusinessObjects
reportingtool.Itcanbealocalconnectionoraconnectionpublishedinacentralrepository.

DifferentTypesofConnectionsSupportedinIDT
FollowingarethetypesofconnectionsthataresupportedinIDT

RelationalConnection

ThisisusedtodesignDataFoundationlayerinInformationDesigntool.Youcanimporttablesandjoinsfrom
datasource.

OLAPConnection

UsinganOLAPconnection,youcandesignabusinesslayerwhilecreatingaUniverse.Itallowsyoutoconnect
tomultidimensionalschemadirectlyandtoimportthemforUniversedesign.Later,theycanbeusedwithSAP
BusinessObjectsreportingtool.

BICSClient

ToconnecttoSAPNetWeaverBW,youcanuseSAPBICSclientmiddlewaretoprovideaccesstoBExquery.
ConnectionsinIDTcanbelocallysavedortheycanbesecuredandpublishedinacentralrepository.

Localconnectionsaresavedas.cnxfilesandtheycanbeaccessedbyanyuserwhoisrunningIDT.Onceyou
publishtheconnectiontotherepository,theyarechangedtoasecuredconnection.

AsecuredconnectionispublishedintotherepositoryandsavedinConnectionfolder.Youcanalsocreate
securedconnectionsbyusingInsertRelationalandInsertOLAPconnectioncommandsfromtherepository
resourceview.

Followingarethekeypropertiesofasecuredconnection

Usersmustbeauthenticated.

Userrightscanbedefinedattheuserleveltograntordenyaccesstoconnectionsorconnection
properties.

Securedconnectionscanbeusedorsharedbyauthenticatedusers.

CreatingaNewConnectioninIDTRelational
GotoInformationDesigntoolunderBIclient.TocreateanewRelationalconnection,firststartwithanew
projectunderLocalProjectview.

ClickNewProjectEntertheProjectNameFinish.

RightclickonProjectnameNewRelationalConnection.

NewConnectioninIDT

Entertheconnection/resourcenameclickNext.

ResourceName

Selectthemiddlewareasperdatasource.YoucanselectSAPornonSAPasdatasourceandsetuparelational
connectiontothedatabase.

WehaveselectedSAPfromthelistSAPHANAJDBCclickNext.

MiddlewareDatabase

EntertheAuthenticationmode,usernameandpassword.EnterthehostnameandtheInstancenumberandclick
Next.

SAPHANADatabase

Inthenextwindow,youcandefineconnectionparameterslikeTimeout,Arrayfetchsize,ArrayBindsize,etc.
ClickFinish.

DefineConnectionParameters

ARelationalconnectiontosourcedatabaseiscreatedwith.cnxfileextension.YoucanclickTestConnection.

TestConnection

LowerpartofWindowtellsyouaboutconnectionparametersLoginparameters,configurationparameters,etc.

TestConnectionSuccessful

Similarly,youcancreateaRelationalconnectionforotherdatasources.

WehavetopublishthisconnectiontotheRepositorytomakeitavailableforuse.

RightClickonconnectionnamePublishconnectiontoRepositoryEnterBOrepositorypassword
ConnectFinishYes.

EnterBORepository

.cnssecuredRepositoryconnection

.cnxlocalunsecuredIfyouusethisconnectionitwillnotallowyoutopublishanythingtotherepository.

ThisshowshowarelationalconnectioncanbecreatedintheInformationDesignTool.Tosummarizethesteps
thatareinvolvedincreatingaconnection
 Enterthenameoftheconnection
Selectthemiddlewareforthetargetdatabase
Entertheloginparameterstoconnecttotherelationaldatasource
ConfigureandcustomizeparameterstooptimizetheconnectionandFinish
Tochangeittosecure,publishtheconnectiontotheRepository

RenamingorDeletingaConnection
Torenameordeleteaconnection,rightclickonconnectionnameunderLocalProjectsarea.

RenamingConnection

YoucanalsodeleteoreditaRelationalconnectionlikethis.

CreatingaNewConnectioninIDTOLAP
AnOLAPconnectionisusedtoconnecttomultidimensionalvieworadatamodeltodesignBusinessLayerin
InformationDesigntool.

TocreateanewOLAPconnection,rightclickonProjectnameNewOLAPConnection.

OLAP

Entertheconnectionname,descriptionandclickNext.

ConnectionName

Next,selectanOLAPmiddlewaredriver.ItshowsalistofallavailableOLAPdatasources.Youcanselectany
ofOLAPdatasourceasperrequirement.

NotethatyoudontneedtocreateaDataFoundation,asanOLAPdirectlyhitstheBusinessLayer.Youcan
definedimensionsandmeasuresandotherpropertiesatBusinessLayer.

SelectthesuitablemiddlewaredrivertoconnecttoOLAPdatasourceandclickNext.

OLAPMiddleware

Entertheconnectionparameters,authenticationdetails,systemname,instancenumber,etc.andclickNext.

ParametersofOLAPMiddleware

Youcanalsoselectaspecificcubetoconnectorallthecubesinthedesigntimerepository.Ifyouselecta
particularcube,thenusingthisOLAPconnectionyoucandesignBusinessLayeronlyontheobjectsavailablein
thatcube.

OLAPConnection

ClickFinish.

Now,youneedtopublishtheconnectiontotheRepository.RightclickonconnectionPublishtheConnection
totheRepository.
 RepositoryConnection

LoginParametersforConnection
WhenyoucreatearelationaloranOLAPconnectioninIDTtoconnecttoanydatasource,youhavetoprovide
loginparametersofsourcedatabasesuchasHostNameandInstanceNumber.

LoginParametersforConnection

ConnectionParameters
Whilecreatingaconnection,youcanconfigurevariousconnectionparameters

ConnectionPoolModeThisisusedtokeeptheconnectionactive.

PoolTimeoutWhenyousettheconnectionpoolmodetokeepconnectionactivefor,lengthoftimein
minutestokeepconnectionopen.

ArrayFetchSizeThistellsthemaximumnumberofrowsthatcanbefetchedfromthedatabase.

ExampleSupposeyouenteravalueof25andyouqueryreturns150rowssoitwillbefetchedwith6fetches
of25rowseach.

ArrayBindSizeThisfieldisnotrequiredfordesigningUniverseinIDT.

LoginTimeoutItdeterminestheminutesaconnectionattemptstimeoutandanerrormessageisdisplayed.

TherearevariouscustomparametersthatcanalsobedefinedlikeConnectInit,Hint.

EditingaConnection

Toeditaconnection,doubleclickontheconnectionnameinLocalProjectView.

GotoGeneralInformationtabEdit.

GeneralInformationTab

Toedittheconnectionparameters,clickEditbutton.Youcanedittheauthenticationdetailsandconnection
parameters.

Tochangethemiddlewaredriver,clickChangeDriver.SelecttheDriverfromthedropdownlist.

Youcanalsotesttheavailabilityofthedatabaseserver,clickTestConnection.

The"ConnectionDefinition"paneshowstheinformationstoredabouttheconnectionLoginparameters,
Configurationparameters,etc.

SAPIDTManagingResourcesInRepository
TheresourcesinrepositoryincludesUniverseandconnectionspublishedintherepository.Universefolder
containsallUniversesthatarepublishedusingInformationDesignToolorUDT.Theconnectionfoldercontains
alltheconnectionsthatarecreatedusingIDTorusingUDT.

Youcanperformthefollowingtaskswhilemanagingtherepositoryresources

ManagingSecureConnections
Youcaneditanexistingconnection.

YoucanpublishanewrelationaloranOLAPconnectionintherepository.

Youcancreateashortcutinthelocalprojectfromanexistingsecuredconnection.

Youcandeleteasecuredconnectionfromtherepository.

ManagingUniverse

Youcanperformintegritycheck.

YoucandoubleclickonUniverseunderlocalprojectviewtorunthequeryinthequerypanel.

YoucanretrieveaUniverseundertherepositorytoLocalProjectView.

YoucanrenameordeleteaUniversefromtherepository.

Youcanalsoconvert.unvUniverseto.unxUniverseandsaveitunderLocalprojectorcanalsopublish
themtotherepository.

OpeningandClosingaSession
Toopenasessionthatisalreadydefinedintherepository,youcanusetheRepositoryresourcesview.

GototheRepositoryResourcesandrightclickOpenSession.

OpeningSession

OpeningSessionTab

ClickOKandthesessionwillbeopenedundertheRepositoryresourcessection.

Youcanalsoinsertanewsession,whichisnotalreadydefinedintheRepositoryresourcesview.Toinserta
session,clickon+sign.

InsertSession

Enterthesessiondetails,system,username,password,andauthentication.TypeOK

SessionDetails

Toseelistofavailableobjects,clickExpandandyoucanseealistofUniversesandConnectionsinsideit.

ListofUniversesandConnections
ClosingaSession

WhenyoucloseInformationDesigntool,alltheactivesessionsareautomaticallyclosed.Tocloseasession
individually,rightclickonthesessionnameandclickClose.

ClosingSession

SAPIDTDataFoundationLayer
ADataFoundationcontainsoneormoretablesandjoinsfromoneormorerelationaldatabasesthatformsthe
designofBusinessLayer.ArelationalconnectionisusedtodesignDataFoundationlayer.Youcanaddvarious
otherobjectsatDataFoundationthatenhancesthecapabilitieslikeDerivedtables,customcalculations,
context,LOVs,etc.

ItisalsopossibletodesignmultipleBusinessLayersonasingleDataFoundationthusallowingyoutobuild
multipleUniversesonsingleDataFoundationLayer.

TypesofDataFoundation
InInformationDesignTool,youcanbuildDataFoundationthatisSinglesourceenabledormultisource
enabled.

SinglesourceDataFoundationsupportsasingleRelationalconnection.SingleSourceDataFoundationsupports
alocalorasecuredconnectionsotheUniversedesignedonthiscanbemaintainedlocallyorcanbepublishedto
theRepository.

MultisourceenabledDataFoundationsupportsoneormorerelationalconnections.Connectionscanbeadded
whenyoudesigntheDataFoundationorcanbeaddedlater.MultisourceenabledDataFoundationisdesigned
onsecuredconnectionspublishedinaRepository.

TypesofDataFoundation

DataFoundationEditor
ADataFoundationeditorisdividedintomultiplepanes

ViewPane
PropertiesPane
Browsingpane

TheDataFoundationviewpanecontainstablesandjoins.Mastercontainstablesandjoinsthatareconnected
witheachotherinalogicalmanner.

DataFoundationviewpane

Propertiespanedefinespropertiesofeachobject.Tochecktheproperties,youhavetoselectanyobjectinthe
Mastertab.

MasterTab
Usingthebrowsingpane,youcanworkondifferentelementsindatafoundationlikeconnections,Data
Foundation,AliasesandContexts,LOVsandparameters.

BrowsingPane

YoucanalsoperformasearchinDataFoundation.Toperformasearch,clickthe Icon icon.

SearchinDataFoundation

SAPIDTBuildingDataFoundation
TobuildaDataFoundation,itcanbecreatedonaLocalProjectview.RightclickunderLocalProjectNew
DataFoundation.

BuildDataFoundation

YoucanselectaSinglesourceenabledorMultisourceenabled.Followthewizardandselecttheconnections.

DataFoundationiscreatedas.dfxfileanditstartstheDataFoundationeditor.InsertthetablesandjoinsinData
Foundationeditor.

InsertTablesfromtheConnection
Inconnectionpane,openandbrowsethetablesinconnection.Youcanalsosearchthetablesintheconnection
pane.DraganddropthetablesyouwanttoaddtoDataFoundationmasterview.

InsertTablesUsingWizard
YoucanalsoinserttablesusingInsert+optioninDataFoundationtoolbar.Youcaninserttables,joins,keys,
derivedtables,etc.

InsertTables

ToinsertjoinsinDataFoundation,youcanuseInsertoptionintoolbaroryoucanclickonEditJointoopenthe
dialogbox.

DoubleclickonJointoopeneditJoindialogbox.DetectoptioncanbeusedtodetectJoinbetweencolumns.

EditJoin

TodefineCardinality,youcanuseDetectoptioninthetoolbaroryoucanopenEditJoindialogbox.

DetectOption

OpenEditJoin

Youcanaddderivedtables,aliastables,parametersandprompts,LOVstobeassociatedwithprompts.Under
aliasesandcontextstab,youcanclickdetectaliasesandcontextstodetectaliasesandcontextsautomatically.
 AliasesContext

Rightclickon.dfxfileandselectCheckIntegritytorunanintegritycheck.

CheckIntegrity

SavetheDataFoundationbyclickingtheSaveiconatthetop.

FilterandInsertTables
Tofilteratableintheconnection,selecttheconnectionforwhichyouwanttofilterandinsertthetables.

Clickonthedownarrowmarktoselectatabletype.Youcanselectaparticulartabletypebycheckingthe
option.

SelectAll/UnselectAlloptionisusedtoselectorunselectalltheoptionsinthedropdown.

FiltertheTable

ToinsertthetablesSelectInsertTablesfromtheInsertmenuinthedatafoundationview.The"InsertTables"
dialogboxliststheconnectionsdefinedinthedatafoundation.

InsertMenu

Expandtheconnectiontoseethedatabasetablesreferencedintheconnection.

ExpandtheConnection

EditingTableProperties
Youcaneditthenameanddescriptionofatable.Itisalsopossibletoremovecolumnsfromthetabledisplay,
editcolumndatatypes,andchangeprimarykeys.

SelectthetableyouwanttoeditandrightclickonthetableheaderEdit.

EditingTableProperties

Inthenextdialogbox,youcanedittablename,descriptionandpropertiesofcolumn.

EditTable

ClickOKandthetableandcolumnpropertieswillbeupdated.

ChangingDataTypesofaColumn
Tochangethedatatypeofcolumnsinatable,selectthetableyouwanttoeditandrightclickonthetableheader
Edit.

ChangetheDataType
Toeditthedatatypeofacolumn,clickonthearrowmarkinfrontofdatatype.

EdittheDataType

SelectthedatatypeforeachcolumnasperrequirementandclickOK.

SAPIDTQualifiers&Owners
InDataFoundation,youcanalsochangequalifiersandownersnameofstandardtables.Tochangethename,go
toDataFoundationeditorbyclickingon.dfxfileinLocalProjectView.

RightclickonthetableheaderinDataFoundationeditorChangeQualifierandOwners.

ChangeQualifierandOwners

Inthe"ChangeQualifier/Owner"dialogbox,clickthebrowsebuttonintheQualifierfieldandselectanew
qualifier.Ifthequalifiernameisdelimitedbydefault,theDelimitoptionisselected.Tooverridethedefault
delimitation,selectorunselectDelimit.

ChangeQualifier/Owner

Inthe"ChangeQualifier/Owner"dialogbox,clickthebrowsebuttonintheQualifierfieldandselectanew
qualifier.Ifthequalifiernameisdelimitedbydefault,theDelimitoptionisselected.Tooverridethedefault
delimitation,selectorunselectDelimit.

ChangetheOwner

DefiningTableKeys
TherearetwotypesofkeysinatableinDataFoundationlayer

PrimaryKeyUniqueandonlyoneprimarykeyinatable.

ForeignKeyItisusedtomatchauniquevalueinothertable.

Todefineakey,gotoDataFoundationEditor.SelectTableClickDetectDetectKey.

Defineakey

Youcanalsodefineacolumnasprimarykeyorforeignkeybyselectingtheparticularcolumninatable
RightclickSetasKeyPrimary/ForeignKey.

DefineaColumn

SAPIDTJoinsInDataFoundation
JoinsareusedtocombinetablesinDataFoundation.Itdefineshowdataisqueriedinthetables.Joinsare
definedwhenyoulinkonecolumnofatabletoothercolumn.ItispossibletoinsertJoinsmanuallyortoinsert
automaticallybyclickingonDetectJoinoption.
ToinsertanewJoin,gotoInsertInsertJoin.

InsertingJoin

SelectTable1fromthedropdown,Table2fromthedropdownfromallthetablesinDataFoundation.Select
columnsfromTable1andTable2tojoin.SelectthetypeofJoinyouwanttoinsertOK.

TypeofJoin

EditinganExistingJoin
ToeditanexistingJoin,doubleclickonJoinanditwillopenEditJoineditorasabove.

EditingJoin

DerivedTables
Aderivedtableisavirtualtableinthedatafoundationthatcombinesothertablesusingcalculationsand
functions.

Youcanusederivedtablesforthefollowingpurposes

Tocreateatablewithcolumnsfromothertables.Thecolumndefinitionscanincludecomplex
calculationsandfunctions.

Tocreateasingletablethatcombinestwoormoretables.

Tocreateatablethatcontainsaselectionofcolumnsfromdifferenttables.

ToInsertDerivedtable,selecttableheaderrightclickinsertderivedtable.

DeriveTable

EntertheUniquenameandclickOK.

NewDeriveTable

TableAlias
AnAliastableisknownasreferencetoastandardtableinDataFoundation.ThedatainAliastableis
completelysameastheoriginaltable.

AliastablesareusedtobreakloopsinJoinpathinDataFoundationlayer.AnAliastablecanalsobeusedto
renameatable.

InsertanAlias

TocreateanAliastable,selectthetableonwhichAliashastobecreated.RightclickthetableheaderInsert
Aliastable.TocreateanAliastableonmorethanonetable,useCTRLkeytoselectmultipletables.
 NewInsertAlias

AliasisusedtobreakanyloopandtohandleFantrapandChasmtrapissues.

DetectanAlias
TodetectanAlias,gotoDetectunderDataFoundationlayer.

DetectAlias

Todetectatablealias,thefollowingconditionshouldbemet.

DetectTableAlias

Contexts
ContextsarealsousedtobreaktheloopsinDataFoundationwhenyouarenotabletobreaktheloopusingan
Aliastable.

Whenyouhavemultiplefacttablesthatareconnectedtoasingledimensiontable,youcreateaContextforeach
facttableinthiscase.

Inacontext,therearethreestatesdefinedforaJoin

IncludedJoinsInapartoftheschemathatisambiguous,thecontextsolvestheloopbydefiningapathwith
theincludedjoins.

ExcludedJoinsInapartoftheschemathatisambiguous,theexcludedjoinsdefinethepaththatcontextwill
nevertake.

NeutralJoinsTheyareinapartoftheschemathatisnotambiguous,andarealwaysincludedinthequery
pathofthecontext.Anyjointhatisnotexplicitlyincludedorexcludedisneutral.

AContextcanbedefinedmanuallyorbyclickingdetectContextoption.

TodetectContextOpenthedatafoundationeditorbydoubleclickingthedatafoundationnameintheLocal
ProjectsView.

FromtheAliasesandContextspane,selecttheDetectContextsicon.

DetectContextIcon

Thecommandanalyzesthejoinpathsandproposescontextstoresolveanyloopsthatcannotberesolvedby
aliastables.

Next,openDetectContextsdialogbox,selectthecontextsyouwanttoinsert.

Toseethecontexthighlightedinthedatafoundationview,clicktheproposedcontextname.Ajointhatis
includedinthecontextisshownbyanincludedicon ContextIcon

Ajointhatisexcludedisshownbytheexcludedicon ExcludedIcon .ClickOKtoinserttheselectedcontexts

intothedatafoundation.
SAPIDTBusinessLayer
BusinessLayerinIDTconsistsofmetadataobjectslikedimensions,measures,attributes,andfilterconditions.
BusinesslayercanbedesignedonthetopofDataFoundationlayerorcanbecreateddirectlyonanInfocubeor
onaModelingviewinHANA.

WhenyoudesignaBusinessLayer,itcanbepublishedtotherepositoryortoalocalfolder.Businesslayeris
usedtomanagemetadataobjectsbeforeitispublishedtoBIrepository.

AnObjectinBusinessLayercanhavethefollowingthreestates

ActiveThisisdefaultstateofanobjectandobjectsareavailableinthequerypanel.

HiddenTheseobjectsarevalidbutarehiddeninthequerypanel.

DeprecatedTheseobjectsarenotvalidandhidden.

YoucancreatedifferenttypeofobjectsinBusinessLayer

DimensionDimensionrepresentscontextualinformationinBusinesslayer.

MeasureMeasurerepresentsthefactualdataonwhichweperformtheanalysis.Thesearenumerical
valueswhereyouperformaggregationsandcalculations.

AttributeAttributeisdefinedasanobjectwhichisassociatedwithanotherobjecttoprovidemore
informationabouttheobject.

FilterFiltersareusedtolimitthedatathatarereturnedinthequery.Youcandefinebusinessfilterson
dimensionsandmeasuresbycreatingandcombiningconditions.

WhileusinganOLAPdatasource,youcanfindthefollowingobjects

Hierarchy
Level
NamedSet
Calculatedmember

BuildingaRelationalBusinessLayer
YoucancreateaBusinesslayeronthetopofDataFoundationthatalreadyexistsunderLocalProjectview.

LocalProjectView

YoucanalsocreateanewBusinessLayerinaLocalProjectview.RightclickonProjectnameNew
BusinessLayer.

NewBusinessLayerLocalProjectView

FollowthewizardSelectthetypeofDataFoundationEnterBusinessLayernameandDescription
SelectDataFoundation[MathProcessingError]Finish.

SelectDataFoundation
Itcreates.blxfileunderlocalprojectviewandautomaticallyopensunderBusinessLayerEditor.

Bydefault,ittakesalltheobjectsasdimensionsinthebusinesslayer.Youcandefinemeasuresmanuallyusing
TurnintoMeasuresoptionorusingTypeoptionatthetopandprojectionfunctiontodefineAggregation.

DefineAggregation

YoucanperformvariousfunctionsinBusinesslayertoimprovethefunctionalityofBusinesslayer

Attributestoprovidedescriptiveinformationfordimensions

Additionalmeasures

Predefinedfilters[MathProcessingError]thatcanlimitdatareturnedinqueries

Parameterswithoptionalprompts

SetSQLoptionsandSQLgenerationparametersinthebusinesslayerproperties

Setupaggregateawarenesstoimprovequeryperformance

YoucanperformanintegritycheckonBusinessLayer.RightclickonBusinessLayerCheckintegrity.

IntegrityCheckonBusinessLayer

Youcanselecttheobjectsyouwanttoperformintegritycheck.Clickoncheckintegrity.TosavetheBusiness
layerclicktheSaveiconatthetop.

NamingandDataSourceforaBusinessLayer
Whenyouenteranameofabusinesslayeranditsdescription,itdefinesthenameofUniversethatispublished
fromBusinesslayer.

TocreateaBusinessLayer,youcanselecttwotypesofdatasources:RelationalandanOLAPdatasource.

RelationalTheBusinessLayerisbasedonaDataFoundationwhenyouuseaRelationaldatasource.

OLAPTheBusinesslayerisbasedonanOLAPcube.

OLAPCube

BuildinganOLAPBusinessLayer
YoucancreateanOLAPBusinessLayerinaLocalProjectview.RightclickonProjectnameNew
BusinessLayer.

OLAPBusinessLayer

FollowthewizardSelectthetypeofDataFoundationOLAPEnterBusinessLayernameandDescription
clickNext.

TypeofDataFoundationOLAP
Objectsinthebusinesslayerareinsertedautomaticallybasedonthecube.Youcanaddthefollowingfunctions
toenhancethefeaturesinBusinessLayer

Usinganalyticaldimensions,hierarchies,andattributes

Namedsets

Calculatedmembers

Insertmeasures

Predefinedfilters[MathProcessingError]tolimitdatareturnedinqueries

Parameterswithoptionalprompts

Listsofvaluestobeassociatedwithaprompt

BusinesslayerviewstorestricttheobjectsseenintheQueryPanel

YoucanperformanintegritycheckandsavethebusinesslayerbyclickingtheSaveiconatthetop.

BusinessLayerEditor
BusinesslayereditorisusedtomanageBusinesslayerobjectsanditspropertiesefficiently.BusinessLayer
editorisdividedintothreepanes

BrowsingPane
EditingPane
DataSourcePane

BusinessLayerEditor

BusinessLayerbrowsingpaneconsistsofdifferentelementsofBusinessLayer

Businesslayer
Queries
ParametersandLOVs
Navigationpaths

Businesslayereditingpaneallowsyoutoeditthepropertiesofobjectsthatyouselectinthebrowsingpane.

YoucandefineNameofobject,description,typeandProjectionfunction.YoucanalsocheckSQLdefinition,
sourceinformation,custompropertiesandadvanceproperties.

ThedatasourcepanecontainsinformationaboutDataFoundationoranOALPdatasource.

SAPIDTBusinessLayerProperties
TherearedifferenttabsthatcomeunderBusinessLayerProperties.

Properties

ItconsistsofthenameofBusinesslayer,description,summary,changedatafoundationandparameterssubtabs.
 Properties

SummarytabgivesyousummaryofalltheobjectsinBusinessLayer.

ChangeDataFoundationisusedtochangethedatafoundation.

Parametersisusedtochangethevalueofqueryscriptparameters.

QueryOptions
Thisdefinesqueryexecutionpropertieslimitnumberofrows,numberofminutestolimitthetimepassedfor
queryexecution,etc.

QueryOption

Comments

YoucanaddcommentsaboutBusinessLayerinthistab.

CustomProperties
ThisisusedtoaddcustompropertyforBusinessLayer.

BusinessLayerObjectsandSummary
PropertiesItconsistsofnameofBusinesslayer,description,summary,changedatafoundationand
parameterssubtabs.

BusinesslayerProperties

YouwillgetBusinessLayersummaryinanewwindow.

BusinesslayerSummary

SAPIDTFoldersInBusinessLayer
ToaddafolderinBusinessLayer,clickinsert+optionandselectafoldertoinsertafolderinBusinessplayer.

AddfolderBusinessLayer

Thefollowingpropertiescanbesetforthisfolderasitappearsinthequerypanel.

NameandDescription
ActiveStateActive,hidden,Deprecated
Contents

Alistofobjectsinthefolderthatletsyoudefinepropertiesthatdescribewhattheobjectisusedforinthequery
[MathProcessingError].Youcanchangetheorderoftheobjectsinthefolderusingtheupanddownarrow
keystotherightofthelist.
CustomPropertiesOptionalfield

InsertingandEditingDimensionsYoucaneditanexistingdimensionandcanalsoinsertanewdimension.
Toeditanexistingdimension,selectthedimensioninBusinessLayer.

CustomProperties

Toinsertanewdimension,selectthefolderinwhichyouwanttoinsertadimensionclickoninsertoptionat
thetopDimension.

InsertDimension

Itwilladdanewdimensioninthetargetfolder.Youcandefinethepropertiesofanaddeddimensionin
Propertiespane.

EditingDimension

Followingarethetabsintheabovescreenshot

Name
Description
DataType
State
SQLofOLAPdefinition
Keystab
Advancedtab
Sourceinformation,etc.

DefiningtheKeys
Thisoptionisavailablefordimensionsthatarebuiltondatafoundation.TodefinekeysinBusinesslayer,select
thedimensioninBusinesslayerpane.UnderDimensionpropertiesKeystab.

DefiningtheKeys

Toaddakey,scrolldowninKeystabandclickonAddkeybutton.Youcandefineoneprimarykeyand
multipleforeignkeys.

AddKey

Todetectexistingkeysinthedatabase,youcanclickondetecttab.Tochangethekeytype,youcanclickonthe
dropdown.Tochangeakeytoactive,clickonactivecolumn.

DetectExistingKey

Tosavethechanges,clicktheSaveiconatthetop.

DefiningtheMeasures
Youcaneditanexistingmeasureandcanalsoinsertanewmeasure.Toeditanexistingmeasure,selectthe
measureinBusinessLayer.
 DefiningtheMeasures

Toinsertanewmeasure,selectthefolderinwhichyouwanttoinsertameasureclicktheinsertoptionatthe
topmeasure.

InsertNewMeasures

Itwilladdanewmeasureinthetargetfolder.YoucandefinethepropertiesofanaddedmeasureinProperties
pane.YoucandefineProjectionfunctionforthemeasures.Similarly,youcandefineattributesinaBusiness
Layer.

AddingFilters
Youcaneditanexistingfilteroraddanewfilter.Toinsertanewfilter,selectthefolderandclickoninsert.

AddingFilters

AddingHierarchies
YoucaninserthierarchiesonlyinOLAPBusinessLayer.Youcaneditanexistinghierarchyoraddanew
hierarchy.

Toeditanexistinghierarchy Selectthehierarchy

Selectthefolderoranalysisdimensioninwhichyouwanttoinsertthe
hierarchy.Toinsertahierarchyatthetoplevel,selectthetopnode[Math
ProcessingError]inthetree.
Toinsertahierarchy
ClicktheInsertobjecticon IconPane atthetopoftheBusinessLayer
paneandselectHierarchy

YoucandefinethefollowingpropertiesofaHierarchy

NameandDescription
StateActive,hiddenordeprecated
MDXdefinition
Advancetab
Customproperties
SourceInformation

YoucandefinethefollowingobjectsinahierarchyinBusinessLayer

Levels
Attributes
Namedsets
Calculatedmembers

DefiningNamedSets
YoucaninsertNamedsetonlytoOLAPBusinesslayer.Youcaneditanexistingnamedsetoraddanewnamed
set.

Onceanamedsetisdefined,youcandefinevariouspropertiesofNamedset

Toeditanexistingnamedset Selectthenamedset

Selectthefolder,analysisdimension,orhierarchyinwhichyouwantto
insertthenamedset.Toinsertanamedsetatthetoplevel,selectthetop
node[MathProcessingError]inthetree.
Toinsertanamedset
ClicktheInsertobjecticon IconPane atthetopoftheBusinessLayer
paneandselectNamedset

DefiningSQLandMDXforanObject
TodefineSQL/MDXexpressionofanobjectinBusinesslayer,selecttheobject.InObjectpropertiespane,
selectSQLdefinitiontab.

DefiningSQL/MDX

YoucanenterSelectstatementdirectlyorclickonSQLassistantbuttontodefineSQLexpression.Youcan
defineaggregationformeasureslikeSum[MathProcessingError].

EntertheWHEREstatementdirectly,orclicktheSQLAssistantbuttontousetheSQLeditortobuildthe
statement.

SavethebusinesslayerbyclickingtheSaveiconinthemaintoolbar.

YoucanedittheMDXexpressionforobjectsinsertedintothebusinesslayer.Ifyouwanttoeditthedefinition
ofanativeobject[MathProcessingError],copythenativeobjectandeditthecopy.

OpenthebusinesslayerintheeditorbydoubleclickingthebusinesslayernameintheLocalProjectsView.

IntheBusinessLayerpane,selecttheobject.

Intheobjectpropertiespane,selecttheMDXDefinitiontab.

EntertheExpressiondirectly,orclicktheMDXAssistantbuttontousetheMDXeditortobuildthestatement.

SettingAccessLevels
Youcandefinevariousaccesslevelsofanobject

Private
Public
Controlled
Restricted
Confidential
Whenyoudefineanobjectaspublic,alluserscanaccesstheobject.Ifanobjectisdefinedasrestricted,only
thoseusersthataregrantedaccesslevelofrestrictedorhighercangainaccess.

ToDefineAccessLevelofObjects
SelecttheobjectinBusinesslayerforwhichyouwanttodefinetheaccesslevel.YoucanuseCTRLkeyto
selectmultipleobjects.RightclickonobjectChangeAccessLevel.

ChangeAccessLevel

AccesslevelforanobjectcanalsobedefinedinAdvancedtab.

ChangeAccessforObject

DefiningDisplayFormatsforObjects
Displayoptioncanbeusedtocreate,edit,orremoveadisplayformatforanobject.Bydefault,theobjecthasno
format.

GotoAdvancedtabofanobjectasshowninthefollowingscreenshot.

DisplayFormats

SAPIDTBusinessLayerView
ItispossibletomodifythedisplayofBusinesslayerobjectsbyusingBusinesslayerviewstorestrictthenumber
ofobjectsdisplayedintheBusinessLayerpane.Usebusinesslayerviewstogroupobjectsthatshareabusiness
relationship.

BusinesslayerviewscanbeselectedintheQueryPanel.Youcanusebusinesslayerviewstodefinesecurityto
grantordenytheuseofbusinesslayerobjectstocertainusersorgroups.

CreatingBusinessLayerView
TocreateoreditBusinessLayerview,openBusinessLayereditorbyclickingonBusinesslayerinthelocal
project.

ClickManageBusinessLayerviewoptionintheBusinesslayerviewpane.

CreateBusinessLayerView

WhentheEditBusinessLayerviewdialogboxopens,toaddanewview,clickonNewbutton.Editthe
viewnameintheNametextbox.

IntheObjectsinviewbox,selectorclearthecheckboxesnexttoobjectsinthebusinesslayertoincludeor
excludethemfromtheview.

Toworkwithonlytheobjectsalreadyincludedintheview,selectShowselectedobjectsonlyasshowninthe
followingscreenshot.
EnteroreditadescriptionfortheviewintheDescriptiontextbox.

EditBusinessLayerView

ClickOKtosavethechanges.

NoteYoucantchangeMasterview.

Parameters
YoucancreateaparameterinBusinessLayerorDataFoundationthatrequiresauserinputorpredefinedinput
value.

AParametercanhavethefollowinginputtypes

Userinputasaresponsetoprompt.
Apredefinedfixedvalue.

Ifselected,theuserispromptedtoenteravalueatruntime.
Prompttousers
Ifcleared,apredefinedvalueisenteredatruntimefortheparameter.

promptText ThetextforthepromptquestionordirectiveifPrompttousersisselected.

Availablewhentheprompttousersoptionisunselected.Letsyouenterone
SetValues
ormorevaluestobeusedfortheparameterattheruntime.

DataTypes Thedatatyperequiredfortheanswertotheprompt.

Allowmultiplevalues Ifselected,letstheusertakemultiplevaluesfromthelistofvalues.

Ifselected,thelastvaluechosenbytheuseriskeptwhenthepromptisre
Keeplastvalues
run.

Ifselected,thekeycolumnisincludedintheprompttorestrictthevaluesina
Indexawareprompt
list.Thekeycolumnisnotvisibletotheuser.

Associatedlistofvalues Alistofvaluestoprovidevaluesfortheprompt.

Selectonlyfromlist Ifselected,theuserisforcedtoselectamemberinthelist.

Selectdefaultvalue Letsyouselectvaluestobeusedasdefault
InsertingandEditingParameters
WhenyoudefineaparameterinDataFoundation,theyaredirectlyinheritedtobusinessLayerontopofData
foundation.TheseparameterscantbeeditedinBusinessLayerandyouhavetoedittheminDataFoundation.

Toinsertaparameter,clickonparametersandLOVstabinthebrowsingpaneClickonInsertParametericon.

InsertParameter

Parameterspropertiesareshownintherightpane.Youcanusevariouspropertiesasdefinedintheprevious
topic.

ParameterProperties

Toeditanexistingparameter,selecttheparameterfromthelistandeditit.

LOVsandProperties
UsingLOVs,youcanselectthevalueofapromptfromthelistofvaluesassociatedwithanobject.Itallowsa
datasettoberestrictedtotheselectedvalues.

YoucanuseLOVsforanobjectinDataFoundationorBusinessLayer.DifferenttypesofLOVscanbeused.

LOVsbasedonBusinessLayerObjectsInthiscase,LOVisbasedonotherqueryoronahierarchythat
includes

StaticLOVsItincludesListofspecifiedvaluesmanuallyorimportedfromfile.

LOVsbasedonSQLItisvaluereturnbyspecificSQLexpression.

InsertingandEditingLOVs
ToinsertoreditanexistingLOV,gotoParametersandLOVstabintheeditor.ClickonInsert+signinthe
LOVpane

InsertingLOVs

ThepropertiesofLOVsappearintherightpane.ToeditanexistingLOV,clickListofValueinthelist.

ThePropertiestabinLOVspropertiesletsyoueditthecolumnpropertiesonLOVs.Youcaneditthefollowing
propertiesbyclickingthepropertycolumninthetableofproperties

PropertyColumn

ColumnNameYoucaneditthenameofthecolumn.

KeyColumnYoucanselectacolumntobeindexawarekey.

DataTypeYoucanselectthedatatypeforthecolumn.

HiddenIfyouselectthisoption,thecolumnwillnotbedisplayed.
QueriesinBusinessLayer
AQuerypanelisusedtocreatequeriesandqueryobjectsareassociatedwiththeBusinessLayer.Theseare
normallyusedinIDTtovalidatetheBusinesslayer.

InsertingandEditingaQuery
Toinsertanewqueryoreditanexistingquery,clicktheQuerypaneintheBusinessLayerpane.

InsertingQuery

ClickInsertQuerytoaddanewquery.ThiswillopentheQuerypanel.Youcancreateanewqueryoreditan
existingqueryandclickOK.SelecttheobjectsinQuerypanelOK.

EditingQuery

EnterthenameanddescriptionofQuery.YoucanedittheobjectsinquerybyclickingEditqueryoption.To
executethequeryExecuteQuery.

ExecuteQuery

AggregateAwareness
Usingaggregateawareness,youcanusepreaggregateddataintablesinthedatabase.Itisusedtoimprove
queryperformancebyprocessinglessnumberofrows.

Whenyouaddanaggregateawareobjectinquery,thequerygeneratorretrievesthedatafromthetablewiththe
highestaggregationlevel.

ForexampleConsideraSalesFacttablewheresalesisaggregatedbypermonth.Ifyourqueryasksforsales
permonth,thequerygeneratorwillretrievethedatafromaggregatedtable.

SettingUpAggregateAwareness

Touseaggregateawareness,firsttheaggregatedtablehastobeloadedtodatabaseandthenaddthetabletoData
Foundation.

Defineaggregateawareobjects.Thesearetheobjectsinthebusinesslayerforwhichyouwantqueriestousethe
aggregatetableswhenpossible,insteadofperformingaggregationusingnonaggregatetables.

IntheSQLexpressionfortheobject,definetheSELECTstatementtousethe@Aggregate_Awarefunction

@Aggregate_Aware[MathProcessingError],,sum[MathProcessingError])

AggregateAware

SelecttheobjectinBusinessLayergotoSQLAssistantunderFunctionsAggregateAwareness.

SQLAssistant
SAPIDTBuildingQueryInQueryPanel
YoucanusethequerypaneltocreateorpreviewqueriesonaBusinessLayerorontopofUniversepublishedin
therepository.Thequerypanelallowsyoutoaddobjectsinthequeryandtopreviewthequeryresults.Aquery
panelcanbeopenedusingthefollowingmethods

GotoQueriesInsertQuery.

Toselecttheobjectsthatyouwanttoincludeinthequery,dragobjectsfromthebusinesslayerontherightinto
theResultObjectspane.

QueryPanel

Forhierarchyresultobjects,selectmemberstoincludeorexcludeintheresults.ToopentheMemberSelector,
clickthearrowtotherightofthehierarchyobjectname ObjectIcon .

Tofiltertheresultsofthequery,dragobjectsfromthebusinesslayerintotheFilterObjectspane.

FilterObjectspane

SelectingNamedSets

NamedsetaredefinedinBusinesslayerwhilecreatingUniverse.Toselectmembersbynamedset,your
hierarchyshoulddefineminimumonenamedset.

Namedsetsaredisplayedwhenyouclickonmetadataunderthememberselector.Ifyoucantfindanamedset
folderundermetadata,itmeansthehierarchyhasnonamedset.

SelectingCalculatedMeasures
Youcanalsousecalculatedmeasureswithhierarchybuthierarchyshouldhaveminimumonemetadatadefined.
TheyaredefinedinBusinesslayer.

Likenamedsets,calculatedmeasuresarealsodisplayedwhenyouclickonmetadataundermemberselectors.

SAPIDTDependencyAmongResources
InaUniversetherecanbemanyobjectswhicharedependentoneachotherandmoving,deletingaresourcecan
impactotherresourcesthatdependsonthatresource.

Tocheckthedependencybetweendifferentresources,youcanselectshowlocaldependency.Whenyouselecta
resource,itdisplaystwotabsdependentandreferencedresources.

TheDependentResourcestablistsresourcesinthesamelocalprojectthatdependontheselectedresource.The
ReferencedResourcestabliststheresourcesinthesamelocalprojectthatarereferencedbytheselected
resource.

IfyouwanttochecktheresourcesthatwillbeimpactedwhenyouchangetheDataFoundation,youcanright
clickShowLocalDependency.
 ShowLocalDependency

UnderDependentResource,itwillshowBusinessLayerandReferencedresourceswillshowRelational
connection.

DependentResource

TestNew

RepositoryDependency
IfyouwanttoseedependentresourcesintheRepositoryforaparticularresourceunderthelocalproject,right
clickandclickonshowRepositoryDependency.

ShowRepositoryDependency

Enterthesessiondetailswhereresourcesarepublishedandclickonlogin.Itwillshowyoualistofpublished
UniversesintherepositorythatarebasedonselectedresourceunderthelocalProject.

SessionDetails

SAPIDTPublishing
WhenyoudesignaUniverse,thisisthelaststepwhereyoucanpublishyourBusinessLayertothelocalfile
systemortheRepository.WhenyoupublishaUniverse,thepublishwizardexportstheBusinesslayer,data
foundationandconnectionshortcut,andallowsreportingtoolsandavailableuserstoaccessthisUniverse.

YoucanpublishaUniversetothelocalfilesystem.ThiscanincludeaBusinesslayerbasedonanOLAP
connectionoraBusinessLayerbasedonDataFoundationwithalocalconnection.

WhenyoupublishaUniversetotherepository,youimplementasecuritymechanismbypublishingonthe
CentralManagementServer[MathProcessingError].AllobjectsofUniverseinheritobjectlevelandother
securitypoliciesdefinedforCMS.

PublishingaLocalConnection
YoucanpublishalocalconnectiontotheRepositorythatisavailableunderthelocalProjectview.Whenyou
publishaconnection,itchangesfromlocalunsecure.cnxconnectionto.cnssecuredconnectionunderthe
repository.

Topublishtheconnection,rightclickon.cnxunderlocalprojectPublishConnectiontoaRepository.

PublishingLocalConnection

Whenyoupublishaconnection,itischangedto.cns.

SelectingaFolder
Whenyoupublishorretrieveaconnection,youcanselectafolderwhereyouwanttopublishconnection.
 PublishConnection

SAPIDTSecurity
SecurityofaUniverseisdefinedwhenitispublishedintotherepository.Allpublisheduniversesareavailable
undertheUniversefolderandallconnectionsareavailableintheConnectionfolder.ToaccessaUniverseora
connectionintherepository,youcanuseRepositoryresources.

SecurityUniverse

SecuritypolicyonUniverse,connectionsisappliedonusersandgroupscreatedinCMC.InInformationDesign
tool,youcandefinesecuritypolicyusingSecurityeditor.YoucancreatesecurityprofilesinIDTandthese
profilesareassignedtousersandgroups.

YoucandefinetwotypesofsecurityprofilesinIDT

DataSecurityProfileIndatasecurityprofile,thesecuritypolicyisappliedonDataFoundationobjects
andconnections.

BusinessSecurityProfileThisincludeobjectsinBusinesslayeronwhichthesecurityprofileis
applied.

SecurityEditorinIDT
TheSecurityEditorcanbeviewedintwoways:UsingUniverseorusingusers/groups.Selectthetabinthe
SecurityEditorpanetodisplaytheviewyouwanttoworkwith.

TheUniverses/Profilestabletsyoutodotasksbyfirstselectingauniverseintherepository.

TheUsers/Groupstabletsyoutodotasksbyfirstselectingauserorgroup.

TherearethreeiconsintheUsers/Groupspanelthatallowsyoutodisplayusersandgroupsindifferentways

ShowUsers
ShowGroups
ShowHierarchies

SecurityEditor

HowtoOpenSecurityEditorinIDT?

Ininformationdesigntooltoolbar,clicktheSecurityEditoricon.

OpenSecurityEditor

Enterthesessiondetailstoopeninthesecurityeditor.Ifyouarenotalreadyloggedintotheselectedsession,
entertherequiredinformation.

TheSecurityEditoropensinanewtab.

SecurityEditorTab
InsertingandEditingDataSecurityProfiles
GotoUniverses/ProfilespaneintheSecurityeditor.Toinsertanewprofile,rightclickonUniverseInsert
DataSecurityprofile.

InsertDataSecurity

Thiswillopenanewwindow,youcandefinedatasecurityprofilesettingindifferenttabs.Whenyouhave
definedallofthesettings,clickOK.

Tosavethechangestothesecuritysettingsintherepository,clickthesaveiconinthemaintoolbar.

changeSecurityCheckings

Whenyouhavedefinedallofthesettings,clickOK.

Tosavethechangestothesecuritysettingsintherepository,clickthesaveiconinthemaintoolbar.AllData
SecurityprofilesettingsareappliedtoUniversescreatedonDataFoundationusingRelationconnection.

Connections DefinesReplacementConnections
Controls Definesreplacementquerytimeoutandsizelimits
SQL Definesreplacementqueryoptions
Rows DefinesanSQLWHEREclausetorestrictrowsreturnedinthequery
Tables Definesreplacementtables

WhenyoudefinemorethanoneDataSecurityprofileononeUniverse,itisalsopossibletochangetheData
SecurityProfilePriority.

DataSecurityProfile

ThiswillopenanewwindowChangeSecurityprofilepriority.Youcanuseup/downarrowtochangethe
priorityofsecurityprofiles.

Tosavethechangesintherepository,clickthesaveiconinthemaintoolbar.

ChangeSecurityProfilePriority

InsertingandEditingaBusinessSecurityProfile
SelectaUniverseinUniverse/ProfilepaneundertheSecurityEditor.ToinsertanewBusinessSecurityProfile
RightclickInsertBusinessSecurityprofile.

InsertBusinessSecurityProfile

YoucandefinesecurityineachtabofBusinessSecurityprofile.Resetoptionisusedtoresetthesettingto
default.Oncethesettingisdefined,clickOKtoclosethewindowandSaveiconatthetoptosavetheprofile.

Create Definestheuniverseviewsandbusinesslayerobjectsavailabletotheuserinthequerypanel
Query
NoteCreateQuerysettingssecuremetadataonly.
Display Grantsordeniesaccesstothedataretrievedbyobjectsinthebusinesslayerwhentheuserrunsa
Data query.

Filters Definesfiltersusingobjectsinthebusinesslayer.

DefineBusinessSecurityProfile

RunningaQueryOnaPublishedUniverse
YoucanalsorunaqueryonUniversepublishedintherepository.WhenyourunaqueryonpublishedUniverse,
securityprofiledefinedforUniversewillbeappliedonthequerypanel.

TorunaqueryonpublishedUniverse,gotoRepositoryresourcesviewSelectUniverserightclickand
Runquery.

RunQuery

ItopenstheQuerypanel,youcanaddavailableobjectstoResultObjectsandrunquery.DataPreviewcanbe
usedtoseethepreviewofresultedobjectsRefreshbutton.

RefreshButton

SAPIDTFormatEditorOverview
Formateditorallowsyoutodefinedisplayformatfordate,time,andnumericvalues.Youcancreatecustom
formatsorcanalsousedefaultformatsfortheobjects.Customformatsareusedwhendefaultformatdoesnt
meettherequirement.

DefaultformatsarebasedoncommonlocaledatarepositoryCLDR.Youcanselectfrom15defaultformatsfor
Dateandtime,and4formatsfornumericvalues.

Customformatscanbecreatedusingtheformateditor.Customformatcontainstextandtokens.Atokenis
definedaspredefinedpartofdateornumericvalue.

Date&TimeFormatTokens
Thereare15dateandtimeformattokensthataredefinedusingtheformateditor.Considerthefollowingdate
andtimetokensforcategoryDay.

Category Token Description

Day0131 Dayisrepresentedby2digits0131
Day131 Dayisrepresentedby1or2digitsfrom131
DayName DayNamelikeMonday,Tuesday
ShortDayName DayNamelikeMon,Tue
Dayofyear Dayisrepresentedby3digits001366
 Dayofyear01366 Dayisrepresentedby2or3digits01366
Dayofyear1366 Dayisrepresentedby1,2,or3digits
Dayofweekinamonth Dayoftheweekinmonthlike2for2ndTuesdayofJuly
UppercaseDayName DaynameinuppercaseTuesday
LowercaseDayName DaynameinlowercaseTuesday
CapitalizedDayName DaynamestartswithcapitalTuesday
Uppercaseshortdayname DaynameisrepresentedinshortformatinuppercaseMon
Lowercaseshortdayname DaynameisrepresentedinshortformatinlowercaseMon
Capitalizedshortdayname StartswithcapitalinshortformatlikeMon

Similarly,therecanbetimetokensforminutes,hour,week,month,quarter,andyearformat.

NumberFormatSections
Anumberformatsectioncanbedefinedasconsistsof

Thesign
Theintegervalue
Groupingseparator
Decimalseparator
Decimalseparator
Exponentialsymbol

Considerthefollowingexample,whichshowshowanumbercanbedisplayedusingdifferentformatdefinedin
theeditor.

ExampleHownumber1,234willbedisplayedusingnumbertokens?

FormatDefinedwithTokens PreviewDisplay
[Sign][#] 1234
[Neg.start][0][0][0][0][0][Neg.end] [MathProcessingError]
[signalways][#][dec.sep][0][0] 1234.00
[sign][#][decimalseparator][0][0][E+][0][0][0] 1.23E+003
Revenue:[Signalways][#][Decimalseparator][0][0] Revenue:1234.00
[Boolean] True

Youcanusedifferentlistofnumberformattokenslikesign,digit,separators,exponents,percent,andBoolean.