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Running a Copy PackageLocate this document in the navigation structure

Context

A copy package copies data within an application. You are prompted for source and destination data selections for all dimensions in the application.

Procedure

  1. Click Run Package.
  2. In the Run Package dialog box, select the Copy package, then click Run.
  3. In the Copy screen select one of the following:
    Note The prompts depend on how they have previously been defined. The two following options are just examples of possible prompts.
    • Merge data values, if you want to copy all specified records, leaving all remaining records in the destination intact (does not add to existing data)
    • Replace & clear data values if you want to clear data in the destination area using the selected dimension list, then copy the data from the source to the destination.
  4. Click Next.
    Note
    Since the Replace and Clear option uses work status dimensions to determine which records are cleared, work status dimensions must be defined in the application. If they are not defined, a message is displayed and you cannot continue to run the package. You can define the dimensions in the Administration Console, or use the ModifyScript package to set the work status dimensions.
    Example Task(Task Name[DumpLoad], SELECTIONFROMTASK,"CATEGORY,ENTITY,TIME,DATASRC")
  5. Select if you want to run default logic for stored values after importing. If you select :
    • No, the package does a straight copy of the data.
    • Yes, the copy package copies the data, then runs the default advanced formulas that apply to that data.
    then click Next.
  6. Select if you want the system to copy work status settings when importing data. If you select:
    • Yes, the system copies work status settings with the data.
    • No, the system does not copy work status settings with the data
    then click Next.
  7. Select the members to copy and the location to which you want to copy them, then click Next.
  8. Select when to run the package, then click Finish.
    If you select the Schedule option, you are prompted to enter the scheduling details.

Example

Below are the database records before an import:
Category Entity Time Account Amount
Actual US 2008.NOV Sales 1000
Actual EMEA 2008.NOV Sales 1000
Actual US 2008.NOV Cash 200
Actual EMEA 2008.NOV Cash 200
Input file records:
Category Entity Time Account Amount
Actual US 2008.NOV Sales 2000
Actual EMEA 2008.NOV Cash 400
Results of import with clear:
Category Entity Time Account Amount
Actual US 2008.NOV Sales 2000
Actual EMEA 2008.NOV Cash 400
Results of import with merge:
Category Entity Time Account Amount
Actual US 2008.NOV Sales 2000
Actual EMEA 2008.NOV Sales 1000
Actual US 2008.NOV Cash 200
Actual EMEA 2008.NOV Cash 400