Step 5.2 Customer MetaData (r1.3)
During the setup, some screens will popup where you can just confirm or change the default values. The first screen shows your Customer MetaData.
Customer / Instance
| Field | Description |
|---|---|
| CustomerID | Unique Customer ID from pcFinancials |
| Customer Name | Company name |
| InstanceID | Unique Instance ID (one instance per location / server) |
| Instance Name | Location / Server |
| Instance Description | Detailed information of the instance |
| Rows | How many rows for each dimension or fact table should be loaded during the installation. If there are more than the set number (10000-default), they will be loaded in the night job. |
Application
| Field | Description |
|---|---|
| InstanceID | The application belongs to this instance |
| ID | Unique application ID (multiple applications per instance is possible) |
| Name | Name of the application used as a part of the databases (pcETL_[Name] / pcDATA_[Name]) |
| Description | Detailed information of the application |
| ETL Database | The name of the database that holds the ETL process |
| Destination Database | The name of the database that holds the pcFinancials data |
| Language | Only English is available in this version |
| Application Server | 1. The server where you have IIS installed for Canvas Planner (localhost-default) 2. If you have multi-server installation, you must change this to be your application server name 3. Port number - if the application is using another port than 80, then you have to specify the port number |
| Admin User | 1. Change to a valid admin user that will be your administrator. 2. Use the form domain\username. 3. Use the same user that set up Canvas Planner. |
| Start Month of Fiscal Year | The start month of the company's fiscal year |
| SelectYN | Possible to un-select applications that you do not want to install. It's always selected by default. |
Model
| Field | Description |
|---|---|
| ApplicationID | The model belongs to this application |
| ID | Unique model ID (multiple models per application is possible) |
| Name | Name of the model (each model creates one cube) |
| Description | Detailed information of the model |
| Base Model | Reference to pcFinancials standard models |
| SelectYN | Possible to un-select models that you do not want to install. It's always selected by default. |
Source
| Field | Description |
|---|---|
| ModelID | The source will be used to fill this model with data |
| ID | Unique Source ID (multiple sources per model is possible) This ID will be used as a part of the name of views and procedures used in the ETL process |
| Name | Name of the source |
| Description | Detailed information of the source |
| Type | Which ERP system it refers to |
| Start Year | Type the start year you want for the data integration. |
| Source Database | 1. The name of the control database for the ERP system. 2. If the ERP database is on another server than the pcFinancials server, that server must be linked to the server where you do the pcFinancials installation. Use the Linked Server technique. Type servername.databasename in this field. |
| Linked ETL Database | If the source database is located on a linked server, a linked ETL database is needed. When needed, the name will be automatically proposed |
| SelectYN | Possible to un-select sources that you do not want to install. It's always selected by default. |