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    AWS PV4.1.0 SV100 Instructions

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    Matt Janecek
    OneStream Administrating Actor Workspace Version 4.1.0 SV100

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    AWS PV4.1.0 SV100 Instructions

    Uploaded by

    Matt Janecek
    1 views10 pages
    OneStream Administrating Actor Workspace Version 4.1.0 SV100

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    AWS_PV4.1.0_SV100_Instructions

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    OneStream Administrating Actor Workspace Version 4.1.0 SV100

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    1 views10 pages

    AWS PV4.1.0 SV100 Instructions

    Uploaded by

    Matt Janecek
    OneStream Administrating Actor Workspace Version 4.1.0 SV100

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 10

    Actor Workspace (AWS) Setup Instructions PV 410, SV 100

    Administering Actor Workspace (AWS)


    This guide describes the necessary steps to setup and administer the Actor Workspace Solution.

    Actor Workspace Overview


    The Actor Workspace (AWS) Solution is a collection of predefined Dashboards that delivers custom
    content for different user types which include the Executive, Controller, and Administrator within an
    organization.

    Actor Workspace Components


    Actor Workspace contains three main actor home screens including Administrator, Controller, and
    Executive. Each of these contain different content focused on specific roles, duties, and activities.

    Administrator Workspace

    The Administrator Workspace displays Workflow and Calculation Status for multiple Business Units, vital
    sign details for the current application, enables launching to the users default Workflow Profile for
    multiple Scenarios, and it allows the administrator to launch tools such as Guided Reporting, Close
    Schedule and Automation.
    Actor Workspace (AWS) Setup Instructions PV 410, SV 100

    Controller Workspace

    The Controller Workspace displays an icon which launches the close schedule for the current period, the
    default Workflow status for multiple Scenarios, and the current system notes. This Workspace also
    allows the controller to launch analysis tools such as Guided Reporting and Excel templates.

    Executive Workspace

    The Executive Workspace displays the default Workflow status for four different Scenarios and
    customizable flash charts. This Workspace also allows the executive to launch analysis tools such as
    Guided Reporting and Excel templates.
    Actor Workspace (AWS) Setup Instructions PV 410, SV 100

    Actor Workspace Setup


    Setting up Actor Workspace is broken into five main steps.

    Import Actor Workspace Package


    The Actor Workspace package is a zip containing the Actor Workspace application files and is located in
    the OneStream XF MarketPlace. To add the Actor Workspace, log into XF, open the Application
    Load/Extract screen, and import the zip file.

    Note: The Actor Workspace (AWS) Solution integrates content from Close Manager (CMR), Help Desk
    (HDK) and Guided Reporting (GRT) Solutions which are also available in the OneStream XF MarketPlace.
    These Solutions MUST be installed in order for the AWS to operate correctly.

    Actor Workspace Settings


    Parameter settings for the XFW Actor Workspace (AWS) are set from the Actor Workspace Settings
    screen. These settings drive the content for Calculation and Workflow Status. Launch the Settings from
    the OnePlace dashboard link.

    Global Options
    Global Options include general settings for running the Actor Workspace

    Cube Name
    Enter the default Cube name

    Corporate Website
    Enter the web address for the company’s corporate website (if applicable)

    Budget Year
    Enter the current Budget Scenario reporting year
    Actor Workspace (AWS) Setup Instructions PV 410, SV 100

    Workflow Selection
    Workflows that drive calculation status displayed on the Executive and Administration home pages.

    Workflow 1
    Enter the first Workflow to display

    Workflow 1 Entity
    Enter the Entity name / Description associated with Workflow 1

    Workflow 2
    Enter the second Workflow to display

    Workflow 2 Entity
    Enter the Entity name / Description associated with Workflow 2

    Workflow 3
    Enter the third Workflow to display

    Workflow 3 Entity
    Enter the Entity name / Description associated with Workflow 3

    Workflow 4
    Enter the fourth Workflow to display

    Workflow 4 Entity
    Enter the Entity name / Description associated with Workflow 4
    Actor Workspace (AWS) Setup Instructions PV 410, SV 100

    Scenario Selection
    Scenarios that drive Workflow Tasks on the Administrator and Controller home pages.

    Actual Scenario
    Enter the name of the Actual Scenario

    Budget Scenario
    Enter the name of the Budget Scenario (if applicable)

    Variance Scenario
    Enter the name of the Variance Scenario (if applicable)

    Forecast Scenario
    Enter the name of the Forecast Scenario (if applicable)

    Flash Scenario
    Enter the name of the Flash Scenario (if applicable)

    Capital Plan Scenario


    Enter the name of the Capital Plan Scenario (if applicable)

    Cash Plan Scenario


    Enter the name of the Cash Plan Scenario (if applicable)

    People Plan Scenario


    Enter the name of the People Plan Scenario (if applicable)
    Actor Workspace (AWS) Setup Instructions PV 410, SV 100

    Set Users Default Workflow


    Setting the default Workflow for a user allows the Actor Workspaces to open a specified Workflow. To
    setup a default Workflow for a user, navigate to the user under Security and enter the name of the
    Workflow in the Text 4 field. This value needs to be entered for users with the Controller and
    Administrator View Dashboards.

    Setup Automation Tasks


    The Automation button on the Administrator View Actor Workspace launches an Automation interface.
    This screen allows administrators to run Data Management Sequences from the Actor Workspace
    Dashboards, however Actor Workspace (AWS) does not install any Data Management Sequences. To
    enable these buttons, Data Management Sequences need to be created in the XF Data Management
    screen and then assigned to the buttons for this Dashboard.

    Once the sequences have been defined, they can be linked to the automation buttons.

    To set these links, update the following Parameter Components:

    • btn_FullConsolidation_AWSe1
    • btn_NominalizeScenarios_AWSe1
    • btn_PublishReports_AWSe1
    • btn_ExportData_AWSe1
    • btn_ExecuteBatchLoad_AWSe1
    Actor Workspace (AWS) Setup Instructions PV 410, SV 100

    Update the Selection Changed Server Task Arguments with the name of the Data Management
    Sequence called by each button.
    Actor Workspace (AWS) Setup Instructions PV 410, SV 100

    Setup the Cube Views Used in Actor Workspace


    In XF, select the Application tab and navigate to Cube Views. Actor Workspace Cube Views are located
    under XFT Workspace Executive (AWS) and XFT Workspace General (AWS). The Cube Views listed below
    need to be updated with the correct POV, the correct Entities under the Rows tab, and Accounts under
    the Columns tab.

    Cube Views Executive


    The Executive Cube Views need to be updated with the appropriate POV and account list in order to
    correctly integrate with the host application. These Cube Views drive the charts shown on the Executive
    home page.

    • ActualProfitByBU_Exec_AWSe1
    Displays profit by Business Unit where the Business Unit information is pulled from variables
    (BU1Name_AWSe1 - BU3Name_AWSe1)
    • ActualSalesByBU_Exec_AWSe1
    Displays sales by Business Unit where the Business Unit information is pulled from variables
    (BU1Name_AWSe1 - BU3Name_AWSe1)
    • ActualWorkingCapital_Exec_AWSe1
    Displays Working Capital by Business Unit where the Business Unit information is pulled from
    variables (BU1Name_AWSe1 - BU3Name_AWSe1)

    Cube Views General


    The General Cube Views need to be updated with the appropriate POV to correctly integrate with the
    host application. These Cube Views drive the status reports and indicators shown on the Executive and
    Administrator home pages.

    • CSActual_Gen_AWSe1
    Used to drive the Calculation Status report
    • CSActualForStateIndicator_Gen_AWSe1
    Used to drive the Calculation Status indicators
    Actor Workspace (AWS) Setup Instructions PV 410, SV 100

    Uninstall
    The uninstall screen enables the removal of the Actor Workspace application.

    Uninstall UI
    The Uninstall UI button opens a dialog to confirm removal of the Actor Workspace solution UI.
    Actor Workspace (AWS) Setup Instructions PV 410, SV 100

    Modifying MarketPlace Solutions


    A few cautions and disclaimers when modifying a MarketPlace Solution:

    • Major changes to Business Rules or custom tables within a MarketPlace Solution will not be
    supported through normal channels as the resulting solution is significantly different from the
    core solution.
    • If changes are made to any Dashboard object or Business Rule, consider renaming it or copying
    it to a new object first. This is important because if there is an upgrade to the MarketPlace
    Solution in the future and the customer applies the upgrade, this will overlay and wipe out the
    changes. This also applies when updating any of the standard reports and Dashboards.
    • If modifications are made to a MarketPlace Solution, upgrading to later versions will be more
    complex depending on the degree of customization. Simple changes such as changing a logo or
    colors on a Dashboard do not impact upgrades significantly. Making changes to the custom
    database tables and Business Rules, which should be avoided, will make an upgrade even more
    complicated.

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