Oracle DRM Property Overview


Video Transcript

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00:06 Next we’re going to take a look at properties and how to create our own. We saw some of the built in properties that that DRM has and some where we’ve pulled in from the templates that Oracle has provided. But let’s start creating some of our own. So again if you didn’t see the other videos that that we have the properties can be assigned at the version level the higher level they can be grouped to within property categories.
00:36 Like so. And. Underneath the category can be some specific values. We talked a little bit about the icons and what they mean. We’ll go through that as we create. The properties. So in order to create our own properties I’m just going to go to the administer menu here and this is where we can create property categories definitions to make our properties easy to find.
01:06 I’m just going to create a property category so I’m going to say new property category and I’m just going to call this. Demo. And see that. And now that we have this we see that demo is up here. And I’m going to create a property by by going to new property definition.
01:39 So there are a lot of different boxes and items here we’ll talk through each of them. So the first thing that. You will be asked to enter. Is a property name. Now. One thing to note on the property name is that once you. Define. It and assign a name to the property. After you save it. This can not be changed.
02:07 So if you call this you know one thing and then you want to go and change it to something else later on. What you will have to do is physically delete the property create a new one. It is not very easy to just copy this. This node. And or this property rather and change the name to it.
02:34 Whereas with some of the other components that will talk through it is easy to to do that and you can just copy it but here it’s a little bit more of a challenge. So I highly recommend that you think about what to name a certain property. And to make that name as generic as possible in the event that you need to reduce it.
03:02 I’ve seen some clients where they named the property which does you know two or three different things in that in that single property with a system specific name. Right. The system that they were using it for. And then you know several years later they replaced that system but still wanted to keep the property but didn’t want it to reference the old name.
03:29 So they were forced to keep it with the old system named because if they went and made the change they would have had to change thousands of components and and do a lot of rework it would have been a project in and of itself just to just to rename the members and remove the references. So I’m going to create a a property here. So I’m just going to create let’s see.
04:05 I’m just going to create planning data storage. So this is going to be what the data storage value will be in Hyperion planning. So I’m going to in my description say Hyperion planning data storage. Right. As my label so that’s the display. Sorry. That’s the display property here the description doesn’t it doesn’t really get used anywhere.
04:36 This is just more for if you wanted to explain it so maybe I’ll make my own label just. Planning data storage to make it easier to see that way it takes up less space. And my description can be Hyperion planning data storage right. Our property level can be version hierarchy global node or local node. And this controls where will this particular property be shown.
05:07 So version if I select version it is going to only be available when I click on my version and look at those properties. If I set this the hierarchy it’s available at the hierarchy level. If I want it on a member by member level it is going to either be global node or local node so global node will have the same property value across all instances of a given node. So if I share that node all the shared instances will have the same value.
05:40 If I make it local every single node can have its own unique value right. So for something like data storage This is something where I would want it to be local because I would want the shared instance to be able to be set as. Shared. Right. And the main instance to be set as. A. Store or never share or lonely etc. right.
06:10 So. We can also set. A default value for that particular number. So for now I’m just going to say store. My categories I’m going to assign this to the demo category. And one thing I want to call out about property level.
06:43 Sorry I didn’t mention it before is that this like the name once you set it you cannot change it. So if we set this to local node and we want to make this global then we’re not going to be able to do that we would have to delete the property and recreate it. So very important to make sure that the name and the property level are things that you will not change.
07:13 And we skipped over property type. So there are several different types of properties we can have defined is where a user will input a value. Look up is where we can set a look up table whereas essentially this property value will depend on. What. Another property’s value is.
07:41 So how we can use this is if I’m creating my planning data storage and then I want to create my faith data storage in planning my data storage is going to be something like store dynamic cow in that space it’s going to be a single character so it’ll be s for store X for dynamic cow 0 4 label only etc. so we can use as a lookup property to say whatever I enter and as my planning value it’s going to look up and convert to my to my space value.
08:17 Just one thing to note on lookup properties that. You can not have put in exceptions to it. So if I enter a planning value of store what an S base I want it to be fully built only I wouldn’t be able to do that with a look up property. So we’ll have a video on each of these different property types and how to create them and what their limitations are. But I just wanted to call that out.
08:45 Derived is when you have a formula based property where you use logic and to determine what that property value will be. So CRM supports two types of derived properties you can do so with a formula which somewhat resembles like the Excel formula that you use. You can also do a script based formula where you can write JavaScript.
09:19 And then the last item here are external look. This is where you can have DRM call a web service or a database function to to to determine what the value of the property will be. So an example of this how I’ve used this in the past is for example say you want someone to be able to enter a zip code and look up what the city and state are.
09:50 I know a lot of times you enter like a customer address someone enters the zip code wrong or they enter the zip code but then enter the city and the state wrong. You can. Use an external look up to look up against the US Postal postal service and database and see you know here is what this zip code should be or based on the zip code.
10:21 Here’s what the city and state are so as very powerful will show you an example of this later on. And then we have a bunch of different checkboxes down here. So inherited allows you to inherit the value down the hierarchy. So for example if you set this value at the parent member it’s automatically going to cascade down to each of that member’s children.
10:53 So we’re not going to check this box for this example override a all so this is great out for defined properties because a defined property by definition allows you to set the value and override it to something else. If you had a derived property where it’s built with a formula this would be an optional checkbox where you can say no only take what the formula calculates or allow a user to override that calculation.
11:22 List value allows you to set up a defined set of values that a user can select from. I’m going to check that box just for this example here. Hidden. HOFFMAN He does exactly what it is that hides the property from the category so sometimes you might have some helper properties where you know you have a single step.
11:51 You may have a calculation that you don’t want anyone to see and another calculation may be derived off of that. You can set properties as hidden so that no one will see that particular one. And you can also index values if this is something that you know will will help performance. Off to the right hand side. Here we have or in the center rather we have the data type. And there are a ton of different data types that you have here.
12:21 This will control what the interface will look like so if I have a string that’s going to be somebody typing in text. If I enter something like a time you’re going to see a time window to adjust the hours minutes and seconds. You know a date. Will allow you to open up a date picker window and you can actually click on the month day and year and their bullying will just be true false integer will have allow you to increment similar to what you see over here for maximum like the minimum length it’ll give you your up down arrows etc.
13:02 and you can also select other nodes in the hierarchy so a property can reference the name of another node etc.. So we’re not going to go through all of these in great length. You can check out the DRM administrator and user guide to to look at in-depth what each of these you. But mostly you know most of the properties that that you’ll create will be string maximum length and minimum length allows you to set exactly that what is the length of this particular string.
13:39 So if I wanted to have. You know let’s just say a member name I can limit to say it can be between one character and 80 characters. Let’s just say. Same thing with aliases. So if you have restrictions on the number of characters that you can put in any particular property you can use these maximum lengths and minimum length fields in order to.
14:09 Control that and the column with is you know how how wide the column will be in the in the user interface. I usually just leave that alone so for categories we selected our demo category lookup table see is great out. This would be available if we set our property type to look up.
14:32 And see we can click this and we can create a key and value pair over there and you see we also have the look at property option defined here where we can say what property are we’re going to look up and then the key is what if it’s this vow. If it’s this value then return what’s in our results. Value. So we’ll go into that we’ll have a deep dive on a look up property derived.
15:02 If we select this the parameters tab will will open. And we’ll be able to enter. The parameters after we save it. And again we’ll be able to choose whether this is using the DRM formula or JavaScript and the external look up will open up the external lookup table and we can select our our connection operation and map some parameters here.
15:31 So again we’ll have in-depth videos on each of these types of properties so that way you can easily reference what what we have. So then if I check this list box our list values appear here and we can enter in. Some different options. So I’m just going to enter a couple just for. Simplicity here. I’m just gonna say store shared.
16:03 Obviously there there are more. I’m just going to. Set this for now. And I’ll fill in the rest. The later on if you want to add in all the different values if you’re following along. Feel free. Feel free to do that. So once I have this set up I’m just going to click the save button. And now if we close out of this and we go back to Brown’s.
16:34 Going to open up my account higher key. And what I should see if I select my dropdown is that now I have this demo category and I have a property value in here. So I’m just going to expand this down to my leaf members see how it’s defaulted. So every member is going to be set a store if I click on that and select my dropdown I only see two options store and shared which is what which is what we wanted so that’s the basics of creating a property.
17:12 We’ll have some more videos on specifically creating different properties will create defined properties derived properties look up as well as external look. So until next time stay tuned.
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