Here’s a few things administrators need to do in Stratum.Viewer and Stratum.Connector to prepare Master Data Import functionality for users. After this setup has been completed, users can access Master Data Import features in Stratum.Viewer to add and process their master data imports.
1. Stratum.Viewer Application Settings –
Verify the Planning registration key is specified in the Planning section of the Application window. Master Data Import is part of the Planning application.
Specify an upload file location for Master Data Imports using the Upload File Location section of the Application window. Copies of import data files are stored in that location. Import files are your Microsoft Excel files that contain imported data. See Specify Upload Location.
2. Stratum.Connector Parameter Settings –
Review The “Process Pending User Controlled Attribute Update” Settings – Properties in that section of the General tab in Connector’s Parameter Settings window determine how pending changes for User Controlled Attributes added or edited in Stratum.Viewer are treated by Limited and Standard processes. Setting a process type to No means it won’t process any pending changes. Setting a process type to Yes means pending changes will be processed. The process will check for pending changes then switch to a Full process if changes are found so all changes can be processed. See Connector help for complete details.
Review The “User Controlled Attribute Update Notification” Settings – Properties in that section of the Email tab in Connector’s Parameter Settings window control the email that’s sent when a Stratum.Viewer user has added, made changes to, or deleted a User Controlled Attribute. The email tells the recipient that a Full process may be required in Connector to process the change.
3. Stratum.Connector’s Consolidation Writeback Process --- If you are using Master Data Import and the Planning application to update the Stratum warehouse, make sure that your custom Consolidation Writeback process for Stratum Connector runs the LOADOLAP and CRTOMAST commands.
Master Data Import allows users to import data for dimension key values that don’t exist in a Mast table. When a key value does not exist, then a key value will be added to the UCA Master and MembersN tables.
Note: The dimension key value is NOT added to the MASTER and MAST tables.
Once the dimension key value is added using Master Data Import, users can add planning data for that key value. This means that there will be transactions in the Planning Writeback tables for key values that don’t exist in the Mast table.
The custom Consolidation Writeback process for Connector needs to run the LOADOLAP and CRTOMAST commands so that any new dimension key values will be properly added to the Mast table.