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  • O R A C L E H Y P E R I O N D A T A R E L A T I O N S H I PM A N A G E M E N T , F U S I O N E D I T I O N

    R E L E A S E 1 1 . 1 . 1 . 1

    N - T I E R U S E R S G U I D E

  • Data Relationship Management N-tier Users Guide, 11.1.1.1

    Copyright 1999, 2008, Oracle and/or its affiliates. All rights reserved.

    Authors: EPM Information Development Team

    This software and related documentation are provided under a license agreement containing restrictions on use anddisclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement orallowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit,perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilationof this software, unless required by law for interoperability, is prohibited.

    The information contained herein is subject to change without notice and is not warranted to be error-free. If you findany errors, please report them to us in writing.

    If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S.Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS: Programs, software, databases, and relateddocumentation and technical data delivered to U.S. Government customers are "commercial computer software" or"commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplementalregulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions andlicense terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Governmentcontract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007).Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065.

    This software is developed for general use in a variety of information management applications. It is not developed orintended for use in any inherently dangerous applications, including applications which may create a risk of personalinjury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe,backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaimany liability for any damages caused by use of this software in dangerous applications.

    This software and documentation may provide access to or information on content, products and services from thirdparties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind withrespect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible for anyloss, costs, or damages incurred due to your access to or use of third party content, products or services.

  • Contents

    Documentation Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

    Chapter 1. About Data Relationship Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

    Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

    Key Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

    Hierarchical Data Management Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

    System Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

    Data Relationship Management Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

    Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

    Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

    Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

    Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

    Referential Integrity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

    Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

    Inheritance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

    Validations and Verifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

    Imports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Automator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Blender . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Exports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

    Property Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

    Compare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

    Data Relationship Management Typical Data Life Cycle . . . . . . . . . . . . . . . . . . . . . . . . . 20

    Chapter 2. Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

    Starting Data Relationship Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

    Creating Login Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

    Changing Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

    Data Relationship Management Desktop and Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

    Speed Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

    Main Menu Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

    Action Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

    Contents iii

  • Hot Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

    Using the Options Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

    Naming Metadata Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

    Chapter 3. Using Versions, Hierarchies, Nodes, and Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

    Working with Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

    Version Control Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

    Creating As Of Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

    Using the Version Criteria Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

    Working with Hierarchies and Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

    Using Shared Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

    Opening Hierarchies and Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

    Hierarchy Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

    Navigating Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

    Adding and Inserting Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

    Next ID Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

    Model After . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

    Moving Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

    Using Node Deletion Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

    Orphan Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

    Merging Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

    Finding Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

    Sorting Nodes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

    Node Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

    Working with Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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