Oracle DRM Hierarchies


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Date: 31-Dec-2019
Input sound file: DRMHierarchies.mp4

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00:05 In this video we’re going to talk about creating hierarchies. Now hierarchies can either be. Level based where you can have a parent child they could be flat hierarchies which will essentially have all of your members rolling up to the top node within the hierarchy and some organizations also use hierarchies to generate their mappings as well.
00:35 So we’re going to take a simple example in this video. So after logging into DRM and selecting my demo version you see that we don’t have any existing hierarchies currently so we’re going to create one. So let’s you can either create one by hitting this new hierarchy button you can select the hierarchy dropdown and say new hierarchy you can have multiple hierarchies that are grouped together that’s what a hierarchy group is.
01:06 We won’t create one in this video but perhaps a future video will have one. So I’m just going to create an account hierarchy so I’ll give it a name of account. I’ll give it a description of account. I’m not going to assign it to any groups and we’re going to assign a top node. For our hierarchy. So I’m just going to call the top node account. And I’m going to hit okay.
01:37 Right so now you see that our account hierarchy is created. I can click on it. Just like with versions. There are properties that. We can assign at the higher level. And if we look over to the right here. We have. System. Properties as well as property categories that can be assigned.
02:08 At the hierarchy level as well. So we’re not going to. Go through all these and talk about how to create hierarchy properties until we have the properties video. However there are a couple of. Properties that. I would like to call out. So the first one is the hierarchy node type. So we’ll go into more detail on what node types are. In another video.
02:33 But this is where you call out the property that assigns the node type to that hierarchy so node types just to give you a quick intro into it. To summarize it in a sentence or two node types allow you to control what properties are and validations are available. For a particular hierarchy and you can even set it at the node or level within the hierarchy.
03:06 So that way you can say you know for my account hierarchy I want to show only the account related properties versus for my organization hierarchy. I want to show only my organization related properties. The other. Property that I want to mention too is. The. Standard hierarchies of some.
03:37 Sorry sometimes it takes a little while to distinguish because you have a standard hierarchy sort as well as you have user hierarchies Stewart and so forth. So. Standard hierarchy so anything that you see here with user. That will only take effect for you for whoever logged into DRM when you see things like standard hierarchy sort. This is going to apply to all users.
04:07 So now another issue that usually happens when it’s your first time setting up DRM or if you’re new to DRM and honestly sometimes I fall into this trap too. If you create a hierarchy and start creating nodes within the hierarchy DRM is automatically going to sort those nodes in alphabetical order with parent nodes first then you know all of lymph nodes and followed by leaf nodes.
04:37 And sometimes that’s not what you want. Sometimes you want a. Specific way just sort those particular remembers. So if I were creating a period hierarchy and I started creating the months in the year we don’t want the months to be alphabetically sorted. We want the months to be sorted the way we specify otherwise.
05:03 You have April coming coming towards the top of the list and you have August coming right after April and and so forth. So in order to. Mitigate that what we can do is we can set a standard hierarchy sort. And essentially this is just a property that controls what the sort order is going to be. So if I click that ellipses button.
05:32 We can have our own custom one that we can create or we can choose the default sort. Order property. That is created with DRM. That’s why it has that core namespace. So I’m just going to click OK. And now. Nothing is going to happen till we hit the save button. So. We’re going to save this. And now that we’ve set that core sort.
06:00 Order to be the standard hierarchy sort we’re going to be able to sort out the nodes any way that we want rather than having it forced to be alphabetical with which nodes followed by weak nodes. So we’ve done that. The other item that I wanted to call out you won’t see it in this list because we haven’t enabled the system preference.
06:29 But if you wanted to use shared nodes there would be a another. Item in this list that is enables shared nodes. Now we don’t see it here because it will only be viewable if we adjust the system properties. System Preferences rather sorry. And once we set the system preference to enable shared nodes we are going to have to enable them on a hierarchy by hierarchy basis.
06:59 So we don’t have a tutorial at the moment on creating shared nodes. We probably will at some point where we’ll show you exactly how to enable them. But if you are looking to create shared nodes within your hierarchy and you see that it’s not working just know that you first have to enable them through the system preferences and the administer menu and then there is a property that will appear here that does enables shared.
07:29 No that’s a you know a true false type flag and it has to be enabled on a hierarchy by hierarchy basis so now that we’ve created our account hierarchy and set our sort. I’m just going to double click on that hierarchy and you see that we have our top node of account. That’s what we created with the hierarchy. In this window we have our properties off to the right hand panel here.
07:59 They’re grouped into different categories. So we have some that we pulled in with with templates we’ll show you how to create. Properties in another video for Anything custom that you’d like to create and adding nodes to this is very easy you can just right click or select through the nodes menu. New. And then you have two options a limb or a leaf. So from a hierarchy perspective a limb node is an upper level node.
08:32 So what I mean by that is that you can have children underneath a limb node leaf nodes are at the bottom of the hierarchy and you cannot have children. Under leaf nodes. So as you are constructing the hierarchy if you’re going to create a node and you’re not sure if it’s going to have children or not underneath it you can make it a limb node it doesn’t really make a difference. There’s nothing that will stop you if you had a limb node at the bottom of your hierarchy nothing’s going to stop you from doing that.
09:07 However sometimes you may have certain like validations or calculations that do something differently if it’s a limb node versus a leaf. So you might want to key off of the property that tells it. Is this a limb node or a leaf node. So it’s typically a good practice to set lymph nodes where they will have children and leaf nodes where they won’t.
09:35 However the system’s not going to crash or anything if you make a lymph node then don’t put any any children underneath it. So we’re just going to create a. Simple hierarchy here so I’m just going to create a limb. I’m going to call this balance sheet. And you can enter a name. Typically you’ll have numbers here if you had you know an account number for these.
10:05 One thing to note is that you cannot duplicate names across hierarchies in in in a given version. So if you had you know office as. An account. And you had office as a member underneath your. Department hierarchy let’s just say you will not be able to do that. So. Because.
10:35 You can only have unique names for it for your members it’s similar to if you were to do this in space so to get around this what you can do is you can prefix the the different members. So you can call this like a C C or A C underscore balance sheet and that way if you had a I mean you wouldn’t have a balance sheet department necessarily but if you if you did then it would have a different prefix and you wouldn’t run into this issue.
11:12 So I’m just going to give this description of balance sheet. And since there. Are No. Other members here and we’ve called account as the top you see when it says add as it only gives me one option to add it as a child. Because this is the top note I can’t add a sibling to it so. I’m going to hit. OK. And you see we have a new limb node added so now. Note the the icon next to a limb node is going to look like this like a hierarchy.
11:46 Underneath balance sheet. I can create a new limb. And you see my options down here I can add as a child or as a sibling to a balance sheet. I’m going to add a child I’m going to call this a C assets. And give it a description. Of assets. Okay. When you create another limb I’m going to call this current assets.
12:16 Sorry AC underscore. And I am going to create a leaf and I’m just going to call this. A C. Cache. Cash account. And I’m going to hit. Okay.
12:47 Right. And you see the leaf. Node has a different icon it looks just like a sheet of paper here. We can control what these icons look like they’re called glyphs and we’ll have another video to show you know creating glyphs and and setting. Them up and how they how they look. So now I’ve created just. One single roll up underneath the balance sheet hierarchy just my assets.
13:14 Obviously I’ll have you know I may have long term assets I may have liabilities and equity and so forth. But. This is. What we’ve created so far off to the right hand side are my properties. So for every node within your hierarchy you can set properties. So we’ll have a. DEEP DIVE video on properties what they are what they look like.
13:45 However these are the panels that we have available at the moment. So what we did was we loaded in all of the DRM templates that that exist underneath the space one here our space properties. So just to call out on what what types of properties that we have available. You see there’s an icon over here to the left that looks like a little globe with a sheet of paper and there’s a little home with a sheet of paper.
14:19 So properties can be global or globally defined or local write a global property will be the same for every instance of this node right. So if I have shared nodes enabled and I give this member. An alias in this case. This alias will be defined for every instance of the shared member the home icon our local properties.
14:49 So this allows you to have a different property for every instance of this given note. Right. So an example of this right. I’ll talk about data storage for example. Right. So this is a an example of where you would definitely want differences between shared nodes and the primary node. In the primary node in SPF.
15:16 You might have a data storage assigned of store or in this case never share in the shared instance. You will not want this to be never share. You’re going to want this to be shared data. So this is an example. Of.
15:44 One type of property where you would want to have different different values for. The main instance than for the shared instance. So as you’re creating properties just keep that in mind. Some of the other items to call out. Are you going to have. Calculated or derive properties and you see this little calculator icon. So.
16:10 Once we created the node you see how this is pretty populated and it looks like what it’s doing is taking the node name followed by a hyphen followed by the description that we entered I can go in and I could change this. One to make a change. You’ll see that there is a little blue circle in the status icon and that means that you made a change but the change hasn’t taken effect because you didn’t save it.
16:43 So I’m just going to click the save button and you see that the icon changed with the it looks like a little person’s face followed by the sheet of paper there and that means that the value is overridden. So now if I go and change the node name or whatever this will not calculate back again this will stay as my override.
17:12 Unless I right click and you remove value. If I remove the value and hit save see my icon goes back to the calculator. You can also see a green checkmark and that means that there is a default value for this particular field. So consolidation is an example that where it was set to add I didn’t go in and set any of these properties it pre populated it for me. Same thing with the data storage and so forth.
17:41 So as we go through we will talk more about properties. One more thing to add is that you know your properties can be free form where if I click. I can type any any text that I want they can be lists where if I click a dropdown appears and you see how this can be powerful and we’ll talk about that more as we talk about properties where now I can’t type in something that.
18:09 You know something that I want I can’t put extra spaces in there etc. it controls what what values are in that list and there are you know some other types as well where you can define needs as integers where you. You have the up and down arrow where you can just click the button or or type. And there are a few others that aren’t present in this list which we will talk about.
18:41 Once we talk about properties in more detail so I hope you found this helpful. You go in. You can fill out the rest of the balance sheet hierarchy put in liabilities equity you know maybe some specific asset accounts and so forth and will will continue in the next video.
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