IBM® Cognos® 8 Planning - Contributor Administration Guide

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Table of Contents 12 Contributor Glossary 397 Index 405
Introduction This document is intended for use with the IBM Cognos 8 Planning - Contributor Administration Console. This guide describes how to use the Contributor Administration Console to create and manage Contributor applications. IBM Cognos 8 Planning provides the ability to plan, budget, and forecast in a collaborative, secure manner. The major components are Analyst and Contributor. IBM Cognos 8 Planning - Analyst Analyst is a flexible tool used by financial specialists to define their business models. These models include the drivers and content required for planning, budgeting, and forecasting. The models can then be distributed to managers using the Web-based architecture of IBM Cognos 8 Planning - Contributor. IBM Cognos 8 Planning - Contributor Contributor streamlines data collection and workflow management. It eliminates the problems of errors, version control, and timeliness that are characteristic of a planning system solely based on spreadsheets. Users have the option to submit information simultaneously through a simple Web or Microsoft Excel ® interface. Using an intranet or secure Internet connection, users review only what they need to review and add data where they are authorized. For more information about using this product, visit the IBM Cognos Resource Center (http://www. ibm.com/software/data/support/cognos_crc.html). Best Practices for IBM Cognos 8 Planning The Cognos Innovation Center for Performance Management provides a forum and Performance Blueprints that you can use to discover new ideas and solutions for finance and performance management issues. Blueprints are pre-defined data, process, and policy models that incorporate best practice knowledge from customers and the Cognos Innovation Center. These Blueprints are free of charge to existing customers or Platinum and Gold partners. For more information about the Cognos Innovation Center or the Performance Blueprints, visit http://www.cognos.com/ innovationcenter. Audience To use this guide, you should have an understanding of IBM Cognos 8 Planning - Analyst. Some knowledge of security and database systems would also be helpful. Related Documentation Our documentation includes user guides, getting started guides, new features guides, readmes, and other materials to meet the needs of our varied audience. The following documents contain related information and may be referred to in this document. Administration Guide 13
Page 1 and 2: IBM ® Cognos ® 8 Planning CONTRIB
Page 3 and 4: Table of Contents Introduction 13 C
Page 5 and 6: Running the Script.sql file (DBA On
Page 7 and 8: Importing Text Files into Cubes 173
Page 9 and 10: The View Publish Layout 279 Databas
Page 11: Job Failure 360 Appendix B: Trouble
Page 15 and 16: Printing Copyright Material You can
Page 17 and 18: Chapter 1: What’s New? This secti
Page 19 and 20: Select a Framework Manager Package
Page 21 and 22: Chapter 2: IBM Cognos 8 Planning -
Page 23 and 24: System Links For example, you can h
Page 25 and 26: For example, you may want to hide s
Page 27 and 28: The Toolbar When a complete set of
Page 29 and 30: Chapter 3: Security IBM Cognos 8 se
Page 31 and 32: Deleting or Restoring Unconfigured
Page 33 and 34: User Group Role Group User Group Ro
Page 35 and 36: ● set access rights for Contribut
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Page 39 and 40: Operations are the functions that c
Page 41 and 42: Rights Development Access Productio
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Page 49 and 50: Setting Test Connection Description
Page 51 and 52: and runs it. The additional job pro
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Page 55 and 56: Reconciliation on the Client Deleti
Page 57 and 58: Job servers can exist in only one P
Page 59 and 60: Pane Job Tasks being processed Desc
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Sending Email Administration Consol
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Chapter 5: Creating a Contributor A
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Detail Location of datastore backup
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Warning Number of Cubes Number of D
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Configure the Web Client Configure
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Option Set Breakback Option Allow M
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Option Cut-down Models Allow Review
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Option Record Audit Annotations Ann
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4. Click Save. Changes are applied
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Option Publish Options Optimize Pub
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Option Prevent Client-side Reconcil
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Option Translation Maintenance Tabl
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Chapter 6: The Contributor Web Clie
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Configure Classic Contributor Web C
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For more information about configur
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Chapter 7: Managing User Access to
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Multiple Owners of e.List Items Own
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File Import Failure Message If the
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e.List File Formats If you delete e
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● -1 indicates all descendant hie
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Details View Depth Review Depth 4.
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Rights by e.List Item If e.List ite
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Rights by User Rights Rights by Use
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Rights Submit Review View Reviewers
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EListItemName Finance Production Ma
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Viewing Rights You can view rights
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Chapter 8: Managing User Access to
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Item All Detail Calculated Filter F
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Deleting Saved Selections You canno
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● Assumption cubes (cubes used to
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As a rough guide, each e.List item
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After you have edited the access ta
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You can also automate the import of
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Exporting Access Tables 3. The View
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● Drills Note that not all items
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● 400 (Products) x 1200 (Stores)
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Read Hidden Write Read Hidden Write
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● A saved selection on the e.List
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Even if cut-down models are not bei
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Example 1 Example 2 Cutting Down a
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Chapter 9: Managing Data The follow
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Administration Links Run on the job
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Matrix Management Using administrat
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Link Mode Administration links run
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9. Click Map to map source dimensio
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● To edit the properties of a map
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When you use a substring, all the i
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View Items in a Dimension You can p
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application spend all their time mo
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Set Target Batch Size 2. If you wan
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The Go to Production process does n
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● Select an IBM Cognos package as
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4. To enable model versioning when
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● Use manageably sized dimensions
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You can import macros, administrati
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2. In the Welcome to the View Exist
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Use the preview in the Import Data
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Go to Production Process If the Pre
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Chapter 10: Synchronizing an Applic
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An alternative method is to run a C
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Advanced--Model Changes Chapter 10:
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Chapter 11: Translating Application
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8. Select a translation locale. Thi
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You can clear strings from the Tran
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Search for Strings in the Content L
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Chapter 12: Automating Tasks Using
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Create a Macro Step Function to aut
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Function to automate Run an Adminis
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Job Servers (Macro Steps) Add Monit
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Parameter Job Container Set Max Con
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Import Data Parameter Reset e.List
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Synchronize Prepare Import Use this
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Parameter Application Base access l
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Parameter Delimiter Excel File Erro
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The following table describes the r
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Parameter Suppress zeros Data acces
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Parameter Macro Step Name Select Pu
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Delete Commentary Parameter Timeout
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Set an Application Online or Offlin
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Macro Doctor Macro Test Execute Mac
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Parameter Export Macros to Folder H
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Run a Macro from Administration Con
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9. Click Advanced. 10. Click Run a
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● T (signifies time) ● hh = hou
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Chapter 13: Data Validations Data v
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❑ Associate the rule sets with gr
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The following graphic shows the Rol
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Define a Validation Rule To support
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All dimensions in the selected D-Cu
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2. In the Administration tree, expa
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Chapter 14: The Go to Production Pr
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Reconciliation The reconciliation p
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The Development Application Web cli
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Display Invalid Owners and Editors
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Name UpdateLinks BreakBackEnabled M
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The New and Old branches show the f
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Editor Lagging ● Reviewer edit (p
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Stage Preproduction Processes Go to
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Chapter 15: Publishing Data You can
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The table definition allows for a l
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Change to Dimension Add hierarchy l
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Selecting Your Dimensions for Publi
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Type of Name Column Table MS SQLSer
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Example 2 - Leaf D-List Item with M
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Data Types Used to Publish Data The
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Column Dimension_DimensionName Meas
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Column columnorder logicaldatatype
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The P_OBJECTLOCK Table The P_OBJECT
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Option Include Attached Documents C
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Items Tables for the View Layout On
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Views Column objectguid nodeguid us
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Option Do Not Populate Zero/Null/Em
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You can select and configure the pu
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Chapter 16: Commentary Attached doc
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Publishing Attached Documents Infor
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Chapter 17: Previewing the Producti
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Preview Properties - Rights This di
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Each icon represents the state of t
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Chapter 18: Using Contributor With
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Configure Classic Client Extensions
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Framework Manager Project building
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16. If you want to externalize quer
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Objects in the Generated Framework
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● Package screentip ● Package d
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Excel and Contributor In addition t
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● extract actuals from the data w
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Chapter 19: Example of Using IBM Co
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The Central Europe region of the Gr
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Create a Report Chapter 19: Example
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5. Set Planned Promotion Value in t
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Need more help? ● See the IBM Cog
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Chapter 20: Upgrading IBM Cognos 8
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Setting Test Connection Description
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a Link from a Computer That Cannot
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The wizard: ● creates a new appli
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Chapter 21: Analyst Model Design Co
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D-Links priority calculation than T
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● A D-Link that targets the wrong
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Supported BiFs When creating dimens
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YY-MM-DD YYYY-MM-DD YYMMDD Format P
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AnalystContributor Links You can tr
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Important: If targeting the product
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● A link can only be pointed to a
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Effects of Fill and Substitute Mode
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Appendix A: DB2 UDB Supplementary I
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Naming Conventions Metadata Backup
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Concurrency A job may contain multi
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Appendix B: Troubleshooting the Gen
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Appendix C: Limitations and Trouble
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Using BW OLAP Queries If you use BW
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Generated Files Files Manually Acti
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dmresult__.xml This result informat
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Note: The above error message occur
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● Click the new build and note th
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Appendix D: Customizing IBM Cognos
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Help text This is the first number
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Appendix E: Error Handling This sec
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● Aggregation (if it appears that
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● Problems during publish This is
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Field Name User Domain/User Name Ma
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Appendix F: Illegal Characters The
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Appendix G: Default Options Grid Op
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Option name Generate Scripts (GEN_S
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e.List Rights Option name Only crea
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Appendix H: Data Entry Input Limits
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Glossary access tables In Contribut
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D-cube In IBM Cognos Planning, a mu
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local links In IBM Cognos Planning,
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saved selections In Contributor, dy
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Index Symbols .cpf, 303 A access Co
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Calculation Engine (JCE) error logs
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development applications, 247 right
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hold definition, 400 HTML formattin
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model designs models using links, 1
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inherited, 108 modifying, 111, 112
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X XML default locations and filenam
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IBM® Cognos® 8 Planning - Contributor Administration Guide

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