Harvesting Meta Data in Documents

Harvesting Metadata in Documents

Purpose

This tutorial covers how to harvest metadata in Workspace.

Time to Complete

20 minutes

Topics

This tutorial covers the following topics:

	Overview
	Scenario
	Prerequisites
	Enabling Harvesting
	Synchronizing Metadata
	Viewing the Show Task List Report
	Viewing the Manage Task List Report
	Summary
	Related information

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Overview

This tutorial covers how to use the Impact Manager module in Hyperion Workspace to harvest meta data. The Impact Manager module consists of two services: Impact Management Assessment Services and Impact Management Update Services. It also provides two lists: Show Task Status and Manage Tasks, and an interactive report called Show Impact of Change.

Harvesting is performed by Impact Management Assessment Services. Harvesting identifies all Interactive Reporting documents in Workspace, their sections and section dependencies, and the database tables and columns that are referenced in their DataModel, Query, and Results sections. The meta data is stored in the same database as the Hyperion repository, in a set of 28 tables that start with “V8_H_”. By reviewing the meta data, you can respond to database changes and modify documents appropriately before queries and reports break.

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Scenario

Workspace is now available to the Sales organization. You are a report developer and support this organization. You want to enable harvesting so that you can effectively maintain reports in Workspace. First, you need to log in with an administrator account and enable harvesting. Second, you need to synchronize the meta data. Lastly, you want to become familiar with the Show Task List and Manage Task List reports.

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Prerequisites

Before starting this tutorial, you should:

Have access to Workspace with an account that has the Reporting and Analysis administrator role.

Create a Sales folder in Workspace and import these Interactive Reporting documents into the Sales folder:

Sales1.bqy
Sales2.bqy
Sales3.bqy

While importing, select the Sample connection for the Query sections.

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Enabling Harvesting

You can enable harvesting to occur automatically when new Interactive Reporting documents and new document versions are imported into Workspace. When you import, a task is added to a task queue that Impact Management Assessment Services examines at set intervals. By default, the interval is 30 seconds.

Note: You require the Reporting and Analysis role to access the Administrator module.

To enable harvesting, perform the following steps:

1.	Open a Web browser, enter the address for Workspace, and click Go. In this example, the address for Workspace is http://localhost:19000/workspace.
2.	In the User Name and Password boxes, enter the user name and password, and click Log On. The user account must be assigned the Reporting and Analysis administrator role. In this example, trnadmin is the user name and hyperion is the password.
3.	Select Navigate > Administer > General.
4.	Under General Properties, select Enable Harvesting.
5.	At the bottom of the page, click Save Properties.
6.	Select File > Close > Current.

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Synchronizing Metadata

In this topic you synchronize metadata. This operation enables you to harvest, immediately or by schedule (date and time), new documents that have not been harvested or that have changed since the documents were last harvested. Documents that were opened, modified, and resaved are also harvested, which only the synchronization feature can do. Therefore, selecting Enable Harvesting in the Administer module alone does not completely harvest all the documents.

To synchronize metadata:

In Workspace, select Navigate > Impact Manager > Synchronize Metadata.

Under Synchronize Options, select a scheduling option and click Submit.

In this example, "Run now" is selected so that the synchronization runs immediately. If you select Schedule, you also need to select a date and time.

Select scheduling option

Click OK.

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Viewing the Show Task Status Report

The Show Task Status report in the Impact Manager module displays the status of tasks performed by Impact Management Services, and is based on the logging tables. You can view the status of tasks, times when tasks were submitted, task descriptions, and so on. The paging buttons enable you to navigate to the first and last pages of tasks. The Refresh button enables you to view the latest entries in the list, providing that the list is sorted by ascending time (the default).

To view the Show Task Status Report:

1.	In Workspace, select Navigate > Impact Manager > Show Task Status.
2.	Optional: On the Show Task Status page, set a filter to narrow down the task list. In this example, no filter is set.
3.	Click the Refresh button and paging buttons to navigate the list.
4.	Close the page .

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Viewing the Manage Task List Report

The Show Task Status report in the Impact Manager module enables you to view successful, failed, pending, and cancelled tasks. The list is based on the logging tables. You can also request to undo tasks related to running scripts.

To view the Manage Task List Report:

1.	In Workspace, select Navigate > Impact Manager > Manage Task List.
2.	Optional: On the Manage Task List page, set a filter to narrow down the task list. In this example, no filter is set.
3.	Click the Refresh button and paging buttons to navigate the list.
4.	Close the page .