Introducing Longview Application Administrator
Introducing Longview Application AdministratorLongview provides corporate performance management (CPM) software that leading companies use to drive performance with speed, visibility, and financial integrity. Since 1994, many of the world's most respected companies have been using our technology platform to create a single repository of financial truth from which statutory consolidation, manage...
Understanding tasks in Longview administrative components
Understanding tasks in Longview administrative componentsLongview Application Administrator and Longview Server Manager administer different aspects of the system. Which components you should use depends on the nature of the task you want to perform. The following table lists common administrative tasks and the corresponding component to use.Administrative tasksComponent to useLongview Applicat...
Overview of server tasks and roles
Overview of server tasks and rolesServer tasks fall into two broad categories that are handled by different kinds of users. Tasks that involve managing the content of the database are handled by users with administrative permissions. Tasks that involve creating the database and configuring the server are handled by users with permissions to manage the database. Each of these user types must exi...
Getting Started in Longview Application Administrator
Getting Started in Longview Application AdministratorYou can use Longview Application Administrator to manage the administrative aspects of your system, such as users, groups, permissions, and settings.This chapter provides information on the following topics: “Launching Longview Application Administrator”“Understanding window elements”“Understanding menus”“Working in Maintenance mode”Launching...
Performing general server tasks
Performing general server tasksThis chapter contains information on these main topics: “Checking for duplicate data”“Working with restatements and recalculations”“Exporting the Data Audit Trail”“Resetting the Data Audit Trail”“Resetting the Metadata Audit Trail”“Configuring Journal Entries”“Specifying NDD settings”“Specifying Event rule settings”“Working with intercompany eliminations”Checking ...
Working with attributes
Working with attributesAn attribute is data used to describe the characteristics of an object in the application. For example, SGPCompanyName is an attribute representing the name of your company, and its value is your company name. You can filter a list of symbols based on their attribute values in a Model or Dataspec Document. You can filter symbols in several ways, depending on whether you w...
Maintaining Longview hierarchies
Maintaining Longview hierarchiesHierarchy maintenance refers to the maintenance of symbols in your system; their creation and deletion, the attributes and values assigned to them, and their relationships to one another. All these aspects of hierarchy maintenance can be performed by users with the necessary permissions.This chapter provides information on the following topics: “Working with dime...
Working with rules
Working with rulesYou can configure complex logic through Longview Application Administrator. The complex logic is known as a rule. This chapter contains information on these main topics:“Understanding rule types”“Creating rules”“Copying rules”“Editing rules”“Exporting rules”“Deleting rules”“Writing rule statements”Understanding rule typesThere are several types of rules.Model—For more informat...
Maintaining symbol access roles
Maintaining symbol access rolesSymbol access roles allow users with administrative permissions to create classes of symbol permissions that can be applied to individual users or to user groups. These classes of permissions are tailored to the roles that such users or user groups are likely to perform in the system. For example, users who deal with accounts in a particular country or department ...
Maintaining users and groups
Maintaining users and groups Users with administrative permissions can perform user and group maintenance tasks in Longview Application Administrator. These include creating new users or new groups, editing users and groups, assigning access to a particular group, deactivating or activating users, resetting passwords and deleting users or groups.Note: If your system is configured to be on the ...
Maintaining Users with ISW platform integration
Maintaining Users with ISW platform integrationIf your system is configured to be on the ISW Platform, all user maintenance (creating users, editing users, deleting users, and resetting user passwords) is managed by the ISW platform. User authorizations are also limited to the type of user license they have and therefore authorizations cannot be set on a group.Note: The following will always be...
Maintaining Users
Maintaining UsersIn this section, you can find information on the following topics:Creating usersEditing usersDeleting usersResetting user passwordsDeactivate and Activate UsersCreating usersNote: This section does not apply to systems that are on the ISW platform.You can add users to the system and assign them to groups. Users and groups can have permissions assigned to them that designate the...
Maintaining groups
Maintaining groupsIn this section, you can find information on the following topics:“Assigning users to groups”“Creating groups”“Editing groups”“Deleting groups”Assigning users to groupsTo assign a user to a group, follow these steps:Open Longview Application Administrator.In the Server Explorer pane, expand the Users and Groups category, and select Users. The list of users appears in the Conte...
Modifying user attributes
Modifying user attributesTo modify a user’s attribute settings, follow these steps:Open Longview Application Administrator.In the Server Explorer pane, expand Symbol Access > Users and Groups, and select Users. The list of users appears in the Contents window.Double-click the user you want to work with and select Properties. The Properties dialog opens for that user.Select the Attributes tab to...
Understanding User and Group Authorizations
Understanding User and Group AuthorizationsAuthorizations can be set on both the User and the Group, unless the Longview system is on the ISW platform, then authorizations can only be set on Users. When Longview is configured to be on the platform, the authorizations are dependent on the type of user license the user has. When the user is synchronized from the ISW platform and added to Longview...
Granting administrative permissions
Granting administrative permissionsDepending on the size and organizational requirements of your business, you may need multiple users to manage different aspects of your Longview system. Using Longview Application Administrator, you can grant permissions to users to suit your needs.There are two ways to grant permissions; you can grant a set of permissions to an individual user, or you can gra...
Working with schedules
Working with schedulesA schedule is the concept of one or more extra dimensions, designed to store additional information on a particular cell in the Longview database. This chapter provides information on the following topics: “Understanding schedules”“Preparing schedule definitions”Understanding schedules In the following illustration, the large cube in the center represents the database with...
Working with foreign exchange
Working with foreign exchangeIf your company does business in different countries, you likely need to have consolidated financial information expressed in one or more reporting currencies. You can use the data translation functionality to handle complex foreign exchange. To use currency translation in your system, you must prepare and define the related parameters. If users try to input or impo...
Importing and exporting server objects
Importing and exporting server objectsDuring implementation or system maintenance, you may find it useful to import server objects, such as attributes, symbols, or users, in bulk using an import file. Similarly, you may also want to export your current server objects to a file for use as a backup or to import to another system. This chapter provides information on the following topics: “Importi...
Importing server objects
Importing server objectsYou can import large numbers of server objects of several different types using text files that describe the items in a manner understandable by the server. This section lists the items you can import this way, the files required, and how those files must be constructed.Items of the following types can be imported using the indicated files.TypeItem fileDescription fileGr...
Exporting server objects
Exporting server objectsExporting server metadata is a process that transfers database server objects to external locations. This section explains how to export existing server objects to a file.Metadata about the following item types can be exported to simple text files:attributesattribute valuesgroupsgroup authorizationsgroup symbol accessjournal entry sub-categoriesserver rulesschedulessymbo...
Monitoring the system
Monitoring the systemAs System Administrator, you may need to monitor the system.This chapter provides information on system monitoring tasks, including the following: “Working with locks”“Working with batches”“Working with events”Working with locksYour Longview system prevents two users from changing the same information simultaneously. This is called a lock. The system locks to prevent data l...