Understanding Tasks In Longview Administrative Components
Understanding Tasks In Longview Administrative Components
Longview 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 tasks
Component to use
Lon...
Overview of Server Tasks And Roles
Overview of Server Tasks And Roles
Server 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 ...
Getting Started in Longview Application Administrator
Getting Started in Longview Application Administrator
You can use Longview Application Administrator to manage the administrative aspects of your system, such as users, groups, permissions, and settings.
Understanding multilingual systems
The default language for your system is English. If you intend to use Application Administrator with an alternate language, be aware that although the use...
Performing General Server Tasks
Performing General Server Tasks
Checking for duplicate data
Due to user errors or other reasons, you may sometimes have duplicate data in your system. You can use Longview Application Administrator to check for duplicate data before you perform a data export or a restatement.
To check for duplicate data, complete the following steps:
Open Longview Application Administrator.
Select Tools > ...
Working With Attributes
Working With Attributes
An 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 y...
Maintaining Longview Hierarchies
Maintaining Longview Hierarchies
Hierarchy 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.
Working with dimensions
The database contains a wealth of information, ...
Working With Rules
Working With Rules
You can configure complex logic through Longview Application Administrator. The complex logic is known as a rule.
Understanding rule types
There are several types of rules.
Model — For more information, see Understanding Model Rules.
Rollup — For more information, see Understanding Rollup Rules.
Query — For more information, see Understanding Query Rules.
Event — For mo...
Maintaining Symbol Access Roles
Maintaining Symbol Access Roles
Symbol 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 departme...
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 ...
Maintaining Users With ISW Platform Integration
Maintaining Users With ISW Platform Integration
If 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 alway...
Maintaining Users
Maintaining Users
Creating users
Note: 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 symbols to which they have access. You can also edit user attributes in Application Administrator.
To create a new user using Longview Application Admini...
Maintaining Groups
Maintaining Groups
Assigning users to groups
To 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 Contents window.
Double-click the user you want to modify. The Properties dialog for that user opens.
Click the Groups tab. Existing groups ...
Modifying User Attributes
Modifying User Attributes
To 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 Attribut...
Understanding User and Group Authorizations
Understanding User and Group Authorizations
Authorizations 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 Long...
Granting Administrative Permissions
Granting Administrative Permissions
Depending 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 ca...
Administration Rules
Administration Rules
There are certain logical rules that apply to users with administrative permissions; in particularly to those with permissions to grant administrative permissions to other users.
Assuming the following:
Joe is a user in groups A, B, and D, and has user administration permissions in group A.
Alice is a user in groups A and D.
Tony is a user in groups C and D.
Mike is a us...
Working With Schedules
Working With Schedules
A schedule is the concept of one or more extra dimensions, designed to store additional information on a particular cell in the Longview database.
Understanding schedules
In the following illustration, the large cube in the center represents the database with its basic dimensions. Each of the smaller areas represents a schedule for a particular intersection in the da...
Working With Foreign Exchange
Working With Foreign Exchange
If 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 ...
Importing And Exporting Server Objects
Importing And Exporting Server Objects
During 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 section includes the following topics:
Importing Server ...
Importing Server Objects
Importing Server Objects
You 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.
Type
Item File
Des...
Exporting Server Objects
Exporting Server Objects
Exporting 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:
attributes
attribute values
groups
group authorizations
group symbol access
journal entry sub-categories
server rules
...
Monitoring The System
Monitoring The System
As System Administrator, you may need to monitor the system.
Working with locks
Your Longview system prevents two users from changing the same information simultaneously. This is called a lock. The system locks to prevent data loss if anyone tries to use a function currently in use by someone else.
Several users or all users may be affected, depending on the specificati...