Introduction

This guide is generic and applies to all Longview products (Close, Tax, Plans, Transfer Pricing).

Installation Prerequisites

CXO Version 21.3.3 (or higher)
.NET 6.0 or higher has to be installed
Longview version 21.2 or newer

Installation

Install Longview Adapter

CXO Configuration and Source Creation

Note: To use the Longview Adapter you require a license key with Longview enabled.

Create a new source system in the SSM for the correct source type: Longview to create:
- Fact database
- SSAS cube
Initialize the Longview adapter and the source. This is performed by running a few commands which require few parameters as an input.
For more information on the available commands and their parameters, run the CXO.Adapter.LongviewTidemark.Cli.exe help command for detailed descriptions.
Open command line as Administrator, browse to the Longview adapter folder and run the initialize command to create the configuration database.

Avoid using spaces in the parameter values.

Command	initialize
Parameters	server-name: Name of the server on which the database should be created database-name: Name of the database to be created authentication-type: windows / proprietary username: SQL user name (if authentication-type == proprietary) password: SQL user password (if authentication-type == proprietary)
Example	`.\CXO.Adapter.LongviewTidemark.Cli.exe initialize server-name:cxo-dev-sql02 database-name:longview_adapter_configuration authentication-type:Proprietary username:cxo password:somePassword`

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.

Command	create-source-in-adapter
Parameters	source-type: longview-close/longview-tax source-name: Name of source to be created factdb-name: Name of the fact database that was created via SSM factdb-server: SQL server on which the fact database is hosted factdb-authentication-type: Integer value indicating how to authenticate with fact database: 0 = proprietary, 1 = windows. factdb-username (optional): SQL username in case of proprietary authentication factdb-password (optional): SQL password in case of proprietary authentication ssas-server-name: SQL server on which the SSAS cube is hosted ssas-database-name: name of the SSAS database ssas-cube-name: name of the SSAS cube within the database, should be “CXO“ for regular scenarios. first-period (optional): the first period in case the customer works with a broken book year. Example: Apr. Note: Currently only works for Longview-Close sources.
Example	`.\CXO.Adapter.LongviewTidemark.Cli.exe create-source-in-adapter source-type:longview-close source-name:MyLongviewCloseSource factdb-name:cxo_fact_MyLongviewCloseSource factdb-server:cxo-dev-sql02 factdb-authentication-type:1 ssas-server-name:cxo-dev-as01 ssas-database-name:MyLongviewCloseSource ssas-cube-name:CXO first-period:Apr`

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.

Longview Source Configuration

A newly created Longview source needs additional configuration to function properly. Since the Longview adapter currently does not have a user interface, these configurations have to be done by running SQL scripts on the Longview configuration database.

Longview Connection

To show the currently configured connection information for the sources in the Longview adapter, run the following query on the configuration database:

QUERY 1

select  s.Name, 
        Type = CASE 
             WHEN s.Type =  1 THEN 'Longview Close'
             WHEN s.Type =  2 THEN 'Longview Tax'
             ELSE 'Unknown'
        END,
        sc.Url,
        sc.UserName,
        sc.Password,
        sc.ListenerPort,
        sc.Access, 
        sc.UserGroup,
        sc.InstanceId
from    Source s
join    LVSourceConfiguration sc on sc.SourceId = s.Id

The result of this query is shown for each source:

URL to the Longview instance.
Username
Password to authenticate with the Longview systems and few Longview-specific fields.

The values for these fields should be provided by user managing the Longview system to connect to.

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.

Command

set-lv-source-configuration

Parameters

source: Name of source for which longview connection is set
url (optional): Longview connection URL
username (optional): Longview connection username
password (optional): Longview connection password
listener-port (optional): Longview connection listener port
access (optional): Longview connection access
user-group (optional): Longview connection user group
instance-id (optional): Longview connection instance id

Example

.\CXO.Adapter.LongviewTidemark.Cli.exe set-lv-source-configuration source:MyLongviewTaxSource url:http://longview.tax.com username:daniel password:secret_password listener-port:8000 access:V3_COMPATIBLE_ACCESS user-group:Admin instance-id:LVTax

.\CXO.Adapter.LongviewTidemark.Cli.exe set-lv-source-configuration source:MyLongviewTaxSource password:secret_password

.\CXO.Adapter.LongviewTidemark.Cli.exe set-lv-source-configuration source:MyLongviewTaxSource

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.

QUERY 2

update  sc
set     sc.Url = '...',
        sc.UserName = '...',
        sc.ListenerPort = 0,
        sc.Access = '...',
        sc.UserGroup = '...',
        sc.InstanceId = '...'
from    LVSourceConfiguration sc
join    Source s on sc.SourceId = s.Id
where   s.Name = 'SOURCE NAME HERE'

An example to replace just the URL and credentials for a source called MyLongviewSource:

update  sc
set     sc.Url = 'https://example-url-to-longview-source.com',
        sc.UserName = 'Administrator',
from    LVSourceConfiguration sc
join    Source s on sc.SourceId = s.Id
where   s.Name = 'MyLongviewSource'

Showing Dimension Configuration for a Source

To show the dimension mappings for a given source that has been configured, run the following query with the correct source name:

QUERY 3

The result shows which Longview dimension is mapped to which CXO dimension. If the LVDimensionName column has a NULL value, nothing is mapped to this CXO dimension.

For each Longview dimension we also must configure:

The symbol names to extract
The symbol attributes to extract
The description of the Longview dimension

To display the values for these fields that are currently configured, run the following query:

QUERY 4

It is possible to extract additional attributes from the Longview system and link them to members in a configured dimension. To display the member attribute mappings that are currently configured, run the following query:

QUERY 5

For every dimension the SymbolAttribute that needs to be extracted from Longview and the CXO attribute on the member that needs to get the extracted value is displayed. For instance, the ZGPNativeCurrency attribute can be mapped to the Currency attribute of the CXO Entity dimension.

Updating Dimension Configuration for a Source

For updating dimension configuration of a Longview source:

Create a new dimension mapping from a Longview dimension to a CXO dimension.
Remove an existing dimension mapping from a Longview dimension to a CXO dimension.
Update symbol names, symbol attributes and/or dimension description for a mapped Longview dimension.
Create a new member attribute mapping.
Remove an existing member attribute mapping.

If you want to map a Longview dimension mapping to a CXO dimension that already has a Longview dimension mapped to it, first remove the existing mapping before adding the new mapping.

Create a Dimension Mapping

To create a new dimension mapping from a Longview dimension to a CXO dimension, run the following query with correct values for LVSourceConfigurationId and CxoDimension (from running QUERY 3) and the name of the LV Dimension you want to map.

QUERY 6

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

For 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 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:

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

Update Symbol Names, Symbol Attributes and Dimension Description

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 9

Create a Member Attribute Mapping

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

QUERY 10

Remove a Member Attribute Mapping

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

QUERY 11

Documentation

Longview Adapter - Setup Guide