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02demantra Intro

This document provides an introduction to Demantra solutions and tools. It summarizes that Demantra uses input data like order and sales data to generate forecasts and other outputs through its analytical engine. It introduces key Demantra concepts like worksheets, levels, series, and methods. It describes the main tools implementers would use to define a Demantra solution, like the business modeler, workflow tool, and engine administrator, while noting some deprecated tools. The document aims to give an overview of what a Demantra solution entails and its basic vocabulary.

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0% found this document useful (0 votes)
50 views38 pages

02demantra Intro

This document provides an introduction to Demantra solutions and tools. It summarizes that Demantra uses input data like order and sales data to generate forecasts and other outputs through its analytical engine. It introduces key Demantra concepts like worksheets, levels, series, and methods. It describes the main tools implementers would use to define a Demantra solution, like the business modeler, workflow tool, and engine administrator, while noting some deprecated tools. The document aims to give an overview of what a Demantra solution entails and its basic vocabulary.

Uploaded by

NAGARAJ A
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Introduction to Demantra solutions and

tools
Module Goals
 Get an idea of what is common across our
implementations
 Get an idea of what a Demantra solution looks like
 Be introduced to Demantra vocabulary
 Be introduced to each implementation tool

Company Confidential 2
Basic commonalities, at 30,000 feet
 Understanding demand and using that to improve business processes
 Our customers: mostly manufacturers & distributors (rather than
retailers)
 Input:
– order data (from mfgr to retailer)
– POS data (retailer point of sale data)
– Syndicated (e.g., Nielsen) data
– Etc.
 Analytical Engine has two modes:
– DP: basic demand planning
– PE: forecasting with decomposition
 Possible outputs:
– Forecast that allows our customer to have just enough inventory
– Better sales promotions (in the case of PE)
– Etc.

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Demantra Spectrum,
from the user’s point of view

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URLs for the users
 Collaborator Workbench:
– http://frodo/demantra/portal/loginpage.jsp
– Can launch worksheets from here
– Also for various collaborative tasks

 Web client:
– http://frodo/demantra/portal/partnerLogin.jsp
– Use to open worksheets directly

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User logs into Collaborator

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User clicks a worksheet,
launching it in a new window

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This is the Web client

 You can log into this


directly instead of
doing so via
Collaborator
 All Demantra (Web-based)
products and
applications include
the Web client
 There is one login for
the Web client, with
different features
depending on the
user’s license

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So what is a worksheet?

 A custom or semi-custom working environment


designed for the users’ specific business needs
 Here, users view and edit data. This includes:
– Viewing and adjusting the forecast
– Adding notes and attachments
– (For PE & TPMO) Creating sales promotions and running
simulations

 Except for TPMO and DSM, we do not have canned


worksheets

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Levels
 Territory and Retailer
are levels
 T1-World Brands Comb
is a member of the
Territory level
 Albertsons, Safeway,
and Winn-Dixie are
members of the
Retailer level
 A worksheet
aggregates and groups
according to these
levels
 As implementors, you
create the levels you
need
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Levels, another view

 This tree control is an alternative to the dropdown list on the


previous slide
 T1, T2, and T3 are members of the Territory level

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Series
 Plan $, Sales Quota, $
Sales Proj, and so on
are series
 Series contain data
 Each series can be
displayed a column in a
worksheet table
(and/or graphed)
 As implementors, you
create the series you
need

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Summary lines
 Summary lines
summarize data for
each series, within
context of worksheet
 Depending on
worksheet layout, a
table can contain
multiple summary lines
(e.g., subtotals of
various kinds)
 The definition of a
series describes how to
summarize it; not
always a sum

Company Confidential 13
Methods
 The user right-clicks a
member
 This displays a menu
 Everything on this
menu is a method
 Some of these are
predefined methods
that are available
automatically whenever
you create a level
 Others are custom,
created by you

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The forecast (partial example)

 Generated automatically, once weekly or once


monthly (typically)
 Details depend on which engine is used (DP or PE)
 Details also depend on what series you create and
how you set them up

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Simulation

 Useful if user has changed something that would affect the


forecast and user does not want to wait for next complete
engine run
 Simulation details are written to series, which is how the user
sees them

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Back to Collaborator…

 These are content panes


 They use levels and series
 Content panes are
simplified summary
versions of Demantra
worksheets
 As implementors, you
create the content panes

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Members Browser content pane

 This kind of content pane does not display series,


just an organization of data
 Provides the same right-click menu

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My Tasks

 My Tasks lists any tasks sent to this user


 Tasks are created automatically as needed by workflows
 Workflows are created by you, the implementors
– They may or may not involve user interaction like this
 Each user can control whether or not to display My Tasks

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Who’s Online

 Who’s Online shows the online/offline status of other users in


the same collaboration groups
 Each user can control whether or not to display Who’s Online

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A Look at Your Toolkit

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Worksheet/content pane editor

 In the Web client, this is available via the Worksheet menu

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Worksheet/content pane editor

 In
Collaborator,
this is
available via
the Edit button
in any content
pane

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Worksheet/content pane editor

 Allows you to
select series,
levels, and
other
elements that
already exist
in the
database
 You do not
define any of
those
elements here

Company Confidential 24
Business Modeler

 Desktop executable
 Not accessible to most end users
 Defines almost all things in a solution:
– Levels, series, other things used in worksheets
– Methods
– Engine configuration (forecast tree, parameter settings, causal factors)
– Integration
– User logins

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Workflow

 Web-based
 Not accessible to most end users
 Used to define and run workflows

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Engine Administrator

 Desktop executable
 Not accessible to most end users
 Used to run the Analytical Engine
 Also controls technical settings (for example,
which servers to run the engine processes on)

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Deprecated tools to ignore
 The BLE shortcut starts the
desktop BLE user interface, which
you do not ever need to use
– You might use the engine, but you
should call it via a workflow step instead
of using this UI
 The Scheduler shortcut starts a
desktop tool that you can use the
schedule database procedures.
– You should execute procedures from
within a workflow instead.
 For now, let’s not talk about what
the Business Logic Engine does or
why you want to run database
procedures

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The other shortcuts
 These shortcuts are created
only if you install Tomcat
 They start and stop Tomcat,
which acts as a web server
for a demo situation

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The other shortcuts
 These two shortcuts start the
engine in batch mode or in
simulation mode,
respectively (bypassing the
Engine Administrator user
interface)

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The other shortcuts
 Demand Planner is the
formal name of the old
desktop equivalent of our
Web client
 Hasn’t been extended in a
couple of years and does not
support many new elements
(such as promotions)

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The other shortcuts
 Demantra Anywhere is a thin
(pure-HTML) Web client
 Does many, but not all, of
the same things as
Collaborator and the full
Web client

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Other tools: adminLogin.jsp
 No shortcut for this one
 Uses
– Define menus in Collaborator
Workbench

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Other tools: adminLogin.jsp
 Uses
– Define menus in Collaborator
Workbench
– Control permissions for menu items
in the Web client

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Other tools: adminLogin.jsp
 Uses
– Define menus in Collaborator
Workbench
– Control permissions for menu items
in the Web client
– Define basic options and initial
layout of Collaborator Workbench
for all users

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Other tools: userManagement.jsp
 No shortcut for this
one
 Use
– End a hung user session
– Use this only when you have
problems via remote login
– Does not actually force a
logout; just clears system so
user can log in again!

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Other tools: new admin tools
 No shortcut for this one
 No login screen
 No documentation yet

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Other parts of an implementation
 Workflows
– Perform automated tasks in general
– Used as the basis of most custom methods
 Integration interfaces
– Defined within the Business Modeler
– Generally executed from within a workflow
 Database procedures and triggers
– Procedures can be called from workflows
– Needed if it is necessary to synchronize data between multiple tables
– Can clean up data on import
– Can perform custom processing before main body of a workflow
 Java classes
– Mainly used to define methods, if you need something truly custom
 Shell scripts and other external executables
– Can be called from workflows

Company Confidential 38

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