Page Comparison

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• CXO Version 21.3.3 (or higher)

• .NET 56.0 or higher has to be installed

• Longview version 21.2 or newer

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4. Run the create-source-in-adapter command to create a new Longview source.

• IMPORTANT: At this point you can decide the type of Longview source as either Longview Close or Longview Tax. This selection cannot be changed after source creation!
  Longview Plan and Longview Close work the same way. Similarly, Longview Tax and Transfer Pricing work the same way. But if you want to integrate with Longview Plan, you need to select Longview Close, and if you want to connect to Transfer Pricing, you will have to select Longview Tax.

• After running the above commands, the adapter is configured, and a first source is available. When multiple sources are required, run the create-source-in-adapter command for each source that is required.

• Each source is created with a default configuration for dimensions, Longview symbol names, etc. These defaults need to be changed for the source to function properly. The next section explains how to configure the Longview sources.

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To update the connection fields, run the following command with the correct values and source name. When certain values do not need to be replaced, remove those parameters. Especially use this command when updating password. If password is updated by SQL update query it will not be encrypted, running this command updates and encrypts the password.

Other option to update the connection fields is by running the following query with the correct values and source name. When certain values do not need to be replaced, remove those lines from the query. This update query should not be used for updating the Password value since it will not be encrypted. Use the above command for updating password.

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Update Symbol Names, Symbol Attributes and Dimension Description which are yet to be configured.

Remove a Dimension Mapping

To remove a dimension mapping from a Longview dimension to a CXO dimension, run the following query with correct values for LVSourceConfigurationId and CxoDimension (run QUERY 3).

QUERY 7For Longview plan and close, the time period dimension is by default mapped to the other three dimensions, Year, Period, and View. To add a 4th dimension (usually category) run the following query:

QUERY 7

update	DimensionMapping
set		LVDimensionName = 'TimePer'
where	LVSourceConfigurationId = @lv_source_configuration_id
and		CxoDimension = 'CAT'

Update Symbol Names, Symbol Attributes and Dimension Description which are yet to be configured.

Note: Depending on the Longview installation and configuration TimePer could be named under a different identifier. Other names could be ‘Timeper’, ‘TIMEPER’, ‘Timeperiods’. to check this name, run the following query:

select LVDimensionName
from DimensionMapping
where
LVSourceConfigurationId = @lv_source_configuration_id
and CxoDimension in ('YER', 'PER', 'VIW')
group by LVDimensionName

Remove a Dimension Mapping

To remove a dimension mapping from a Longview dimension to a CXO dimension, run the following query with correct values for LVSourceConfigurationId and CxoDimension (run QUERY 3).

QUERY 8

declare @lv_source_configuration_id uniqueidentifier = 'LV SOURCE CONFIGURATION ID HERE';
declare @cxo_dimension varchar(50) = 'CXO DIMENSION HERE';
declare @lv_dimension_name varchar(255) = (
    select LVDimensionName 
    from DimensionMapping 
    where LVSourceConfigurationId = @lv_source_configuration_id 
    and CxoDimension = @cxo_dimension
);

update  DimensionMapping
set     LVDimensionName = NULL
where   LVSourceConfigurationId = @lv_source_configuration_id
and     CxoDimension = @cxo_dimension

delete from LVDimensionsExtractionConfiguration
where   LVSourceConfigurationId = @lv_source_configuration_id 
and     DimensionName = @lv_dimension_name

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To update symbol names, symbol attributes and dimension description for a LV dimension, run the following query with the correct LVSourceConfigurationId and DimensionName (run QUERY 4).

QUERY 89

update  LVDimensionsExtractionConfiguration
set     SymbolNames = '...',
		SymbolAttributes = '...',
		DimensionDescription = '...'
where   LVSourceConfigurationId = 'LV SOURCE CONFIGURATION ID HERE'
and     DimensionName = 'DIMENSION NAME HERE'

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To create a new member attribute mapping for a specific dimension, run the following query with the correct DimensionMappingId (run QUERY 5).

QUERY 910

insert into MemberAttributeMapping 
    (Id, DimensionMappingId, CxoMemberAttribute, SymbolAttribute)
values (
    newid(), 
    'DIMENSION MAPPING ID HERE', 
    'CXO MEMBER ATTRIBUTE HERE', 
    'SYMBOL ATTRIBUTE HERE')

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To remove an existing member attribute mapping, run the following query with the correct DimensionMappingId and SymbolAttribute (run QUERY 5).

QUERY 1011

delete from MemberAttributeMapping
where DimensionMappingId = 'DIMENSION MAPPING ID HERE'
and   SymbolAttribute = 'SYMBOL ATTRIBUTE HERE'