Download - Infor ION Business Vault Administration Guide...• Raw Data Vault You can use the Business Vault to store BOD messages in the RDV. The RDV contains all variations of the BOD messages

Infor ION Business Vault Administration Guide

Copyright © 2014 Infor

Important NoticesThe material contained in this publication (including any supplementary information) constitutes andcontains confidential and proprietary information of Infor.

By gaining access to the attached, you acknowledge and agree that the material (including anymodification, translation or adaptation of the material) and all copyright, trade secrets and all otherright, title and interest therein, are the sole property of Infor and that you shall not gain right, title orinterest in the material (including any modification, translation or adaptation of the material) by virtueof your review thereof other than the non-exclusive right to use the material solely in connection withand the furtherance of your license and use of software made available to your company from Inforpursuant to a separate agreement, the terms of which separate agreement shall govern your use ofthis material and all supplemental related materials ("Purpose").

In addition, by accessing the enclosed material, you acknowledge and agree that you are required tomaintain such material in strict confidence and that your use of such material is limited to the Purposedescribed above. Although Infor has taken due care to ensure that the material included in this publicationis accurate and complete, Infor cannot warrant that the information contained in this publication iscomplete, does not contain typographical or other errors, or will meet your specific requirements. Assuch, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any lossor damage to any person or entity which is caused by or relates to errors or omissions in this publication(including any supplementary information), whether such errors or omissions result from negligence,accident or any other cause.

Without limitation, U.S. export control laws and other applicable export and import laws govern youruse of this material and you will neither export or re-export, directly or indirectly, this material nor anyrelated materials or supplemental information in violation of such laws, or use such materials for anypurpose prohibited by such laws.

Trademark AcknowledgementsThe word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/orrelated affiliates and subsidiaries. All rights reserved. All other company, product, trade or servicenames referenced may be registered trademarks or trademarks of their respective owners.Publication Information

Release: Infor ION Business Vault Version 11.1

Publication Date: October 2, 2014

Contents

About this guide..................................................................................................................................7

Related documents............................................................................................................................7

Contacting Infor.................................................................................................................................7

Chapter 1: About Infor ION Business Vault .....................................................................................9

Infor ION Business Vault Product Overview......................................................................................9

Infor ION Business Vault and Infor ION Business Vault Enterprise Edition pages..........................10

Chapter 2: Understanding Infor ION Business Vault concepts....................................................15

Raw Data Vault................................................................................................................................15

Infor BODs.......................................................................................................................................15

Custom BOD support.......................................................................................................................16

Huge BOD support..........................................................................................................................16

Data Stores and BOD mappings.....................................................................................................16

Replays............................................................................................................................................17

Document Trace..............................................................................................................................17

Analytic Modeling.............................................................................................................................17

Hierarchies...................................................................................................................................18

Dimensions...................................................................................................................................18

Cubes...........................................................................................................................................19

Publishing.....................................................................................................................................19

Models..........................................................................................................................................19

Import and Export.........................................................................................................................19

Localization..................................................................................................................................20

Chapter 3: Understanding database connections.........................................................................21

Configuring database connections..................................................................................................21

Models.............................................................................................................................................23

Infor ION Business Vault – Administration Guide | 3

Available and selected models.....................................................................................................24

Creating new models....................................................................................................................24

Exporting models .........................................................................................................................25

Importing models..........................................................................................................................25

Chapter 4: Additional Business Vault BOD information...............................................................27

Using a Document Flow in Infor ION...............................................................................................27

Configuring Custom BODs in the Business Vault............................................................................28

Updating the Noun Metadata.......................................................................................................29

NounIDinstance XML file example...............................................................................................30

Chapter 5: Understanding replays..................................................................................................31

Configuring and activating replays...................................................................................................32

Chapter 6: Understanding document trace....................................................................................33

Performing a document trace search...............................................................................................33

Chapter 7: Using monitor pages......................................................................................................37

Understanding the Data Stores Monitor and Replays Monitor........................................................37

Using the Data Stores Monitor or Replays Monitor pages...............................................................38

Reviewing errors..........................................................................................................................38

Chapter 8: Business Vault settings.................................................................................................41

Accessing Business Vault settings..................................................................................................41

Chapter 9: Troubleshooting.............................................................................................................43

Starting and Stopping Infor ION Business Vault services................................................................43

Infor ION Business Vault version details.........................................................................................44

Accessing Infor ION Business Vault logs........................................................................................44

4 | Infor ION Business Vault – Administration Guide

Contents

Appendix A: Frequently asked questions......................................................................................45

General questions............................................................................................................................45

BOD questions.................................................................................................................................46

Database connection questions.......................................................................................................47

Data store questions........................................................................................................................48

BOD Mapping questions..................................................................................................................49


Contents


Contents

About this guide

Infor ION Business Vault and Infor ION Business Vault Enterprise Edition are business data repositoriesavailable for searching data, running reports, and synchronization. This guide describes how to configureand manage the Infor ION Business Vault and Infor ION Business Vault Enterprise Edition.

Intended audienceThis document is intended for:• System Administrators• Business Process Administrators• Business Analysts• Database Administrators• Application Administrators

Related documentsYou can find the documents in the product documentation section of the Infor Xtreme Support portal,as described in "Contacting Infor" on page 7.• Infor ION Business Vault Release Notes Version 11.1• Infor ION Business Vault Installation Guide Version 11.1• Infor ION Business Vault BOD Mapping User Guide• Infor ION Business Vault Sizing Guide• Infor ION Business Vault Analytic Modeling User Guide (Enterprise Edition only)• Infor ION Business Vault Installation Guide for the Base Data Store

Contacting InforIf you have questions about Infor products, go to the Infor Xtreme Support portal at http://www.infor.com/inforxtreme.


http://www.infor.com/inforxtreme

http://www.infor.com/inforxtreme

If we update this document after the product release, we will post the new version on this Web site.We recommend that you check this Web site periodically for updated documentation.

If you have comments about Infor documentation, contact [email protected].


About this guide

mailto:[email protected]

1About Infor ION Business Vault

This chapter describes Infor ION Business Vault and Infor ION Business Vault Enterprise Edition. Itincludes an overview of the Business Vault and its key features.

Infor ION Business Vault Product OverviewThese are the primary features of the Infor ION Business Vault and Infor ION Business Vault EnterpriseEdition:• To store Business Object Documents (BODs) in the Raw Data Vault (RDV). The RDV is a repository

that contains all versions of new and modified documents sent to the Business Vault by Infor ION.To receive BODs from ION, you must set up an ION connection point with document flows.

• To extract and map content from the BODs in the RDV to fill purpose-built relational databases, ordata stores. Data stores are the source of information for Infor ION Business Analytics and InforReporting operational reports.

• To model cubes, dimensions, and hierarchies for multi-dimensional analysis (Enterprise Editiononly).

The Business Vault includes these key features:• Raw Data Vault

You can use the Business Vault to store BOD messages in the RDV. The RDV contains all variationsof the BOD messages. You can use the document trace and monitoring functions to track andtroubleshoot BOD processing into the RDV.

• Data StoresYou can use the Business Vault to configure and activate data stores and BOD mappings. Datastores are the relational databases that contain data mapped from the BODs. You can configurecustom BOD mappings and import BOD mappings for the Infor Business Vault Base Data Storedatabase. BOD mappings provide the instructions to parse information from a BOD into a data store.The data stores process information from the BODs into the relational databases in real-time, makingthe data available for operational reports and analysis. Use the document trace and monitoringfunctions to track and troubleshoot BOD processing into the data stores.

• Replays


You can use replays to load historic BOD data into a data store. Replays are useful to populate anew data store or to re-run specific BODs to update a data store. The BODs are stored in the RDV.There is no additional processing required from the source systems that originally sent the BODs.

• Analytic ModelingWith Infor ION Business Vault Enterprise Edition, you can use analytic modeling to create cubes,dimensions, and hierarchies. This information is published to an analytics application such as InforBI OLAP Server for business intelligence use. The analytic modeling features allow you to designlevel-based hierarchies, manual hierarchies, range-based hierarchies, and rule-based hierarchies.Hierarchies are selected for analytic dimensions. You can incorporate dimensions intomulti-dimensional Infor BI OLAP Server cubes, where you combine dimensions and facts. You canpublish dimensions and cubes to target applications on-demand or on a scheduled basis.

Infor ION Business Vault and Infor ION Business VaultEnterprise Edition pagesYou can access the Business Vault through a web browser and navigate the Business Vault using themenu bar.

The menu bar includes these options:• Data Store Management: Opens the data store configuration pages which include:

• Data Stores: Configure data stores and BOD mappings. You can create BOD mappings basedon the contents of the BODs. You can extract the content of these BODs into a schema or datastore that can be used for reporting.

• Replays: Configure replays to load historic BOD data into a data store without re-publishinghistorical transactions and master data from the source system. You can select the BODs thatyou want to replay from the Raw Data Vault to a data store.

• Analytic Modeling: (Infor ION Business Vault Enterprise Edition only) Opens analytic modelingpages which include:• Hierarchies: Configure hierarchies for level-based, rule-based, and manual hierarchy structures.• Dimensions: Configure dimension definitions for multi-dimensional analysis cubes. You can group

similar hierarchies together to define dimensions.• Cubes: Configure cube definitions to group dimensions to use in multi-dimensional analysis

cubes.• Publications: Configure publication instructions such as what to publish and where to publish.• Publication Schedules: Configure publication schedules for daily, weekly, or monthly publications.• Publication Targets: Configure publication targets to specify the target applications and locales

for published dimensions and cubes. You can publish to a target such as Infor BI OLAP Server.

• Monitoring: Opens management and troubleshooting pages which include:


About Infor ION Business Vault

Data Stores Monitor: Monitor the BODS being extracted into data stores. You can use the monitorto track the number of BODs processed, unprocessed, and the errors associated with the extractedBODs.

•

• Document Trace: Search and track BODs in the Raw Data Vault. You can view the original XMLof the BOD that was sent by the source system. Additionally, you can view any processing thathas occurred for the BOD. For example, you can view if the BOD was loaded into the Raw DataVault successfully and if the BOD was loaded into a data store successfully.

• . Replays Monitor: Track and monitor the status of BODs loaded through the replay process.• Publications Monitor: Monitor the progress and results of the validation and publication processes.

You can use the monitor to view error and audit logs and to put publications on hold.

• Administration: Opens administration pages which include:• Database Connections: Contain the database information and connection details in the Business

Vault. Database connections are associated with data stores and BOD mappings. They are alsothe source of data to use when building dimensions, hierarchies, and cubes. DatabaseConnections are also used in analytic modeling to define source and target databases. TheDatabase Connections page is limited to the BVDatabaseAdmin role. You can create new models,import and export models, and select models to use for a source database for analytic modeling.Models are containers for user-friendly aliases, table relationships, custom properties, customentities, virtual tables, and configurations for preconfigured dimensions.

• Version Details: Shows information about the Business Vault and your browser.• Settings: Contain a setting for Analytic Modeling called Use Aliases that displays the entity and

property user-friendly names for database table, view, and column names in the Analytic Modelinghierarchy, dimension and cube definitions.

This table shows the buttons and icons included on the Business Vault list and detail pages:

DescriptionIcon

Creates a new item New

Deletes the selected items Delete

Duplicates the selected items Duplicate

Refreshes the data on the page Refresh

Imports items from a file Import

Exports the select items to a file Export

Launches the XPath selector Edit

Runs or activates the selected items Activate or Run

Deactivates the selected items Deactivate

Opens item details Drill-down



DescriptionIcon

Customize the grid columns Column Personalization

Filters grid rows Grid Filter

Saves the current item Save

Removes unsaved changes Undo Pending Changes

Opens Document XML XML

Opens the BOD Mapping Generator wizard Generate BOD mappings

Generates a database script Download/generate script

Expands a section of a page Expand

Expands the hierarchy to view all members Expand all

Collapses a section of a page Collapse

Collapses the hierarchy to hide all members exceptfirst level members

Collapse all

Executes a search Search

Tests the database connection Test Connection

Add documents to a replay Add Documents

Removes documents from a replay Remove Documents

Return to the previous page Previous page

Go to the next page Next page

Back function in the Property area Back

View relationships View

Opens a calendar to select a date Select a date

Select a time Select a time

Sorts and displays result from lowest to highest,for example, A-Z, 1-9, or 2005-2008.

Sort in ascending order

Sorts and displays result from highest to lowest,for example, Z-A, 9-1, or 2008-2005.

Sort in descending order

Displays help text Help



DescriptionIcon

View the publication details report View report



2Understanding Infor ION Business Vaultconcepts

This chapter describes key concepts of the Infor ION Business Vault and Infor ION Business VaultEnterprise Edition.

Raw Data VaultAfter the Business Vault receives a BOD, it is stored in the Raw Data Vault. The Raw Data Vaultcompresses and stores all versions of the BODs that are published to the Business Vault from ION.This includes standard Infor BODs, huge BODs, and custom BODs. To route the BODs to the BusinessVault, you must define ION connection points and document flows. The Business Vault is not theSystem of Record (SOR) for any of these documents.

The original BOD source document is stored in the Raw Data Vault in a manner in which it can bereconstructed to its original form and be replayed without the source system re-publishing historicaltransactions and master data. You can also search and review these BOD original messages by usingthe Document Trace page.

The Raw Data Vault database supports only Microsoft SQL Server.

Infor BODsMetadata for all standard Infor BODs is delivered with the Business Vault. All of these Infor standardBODs are supported with the exception of the Error BOD. The Business Vault supports Process, Sync,and Show verbs. Only Sync and Show verbs are extracted into data stores.

When performing an initial load to the Business Vault using Show verbs, you will need to populate theBOD with a Logical ID (lid). This is specified on the connection point you create for the Business Vaultin ION.

Note: You must have this Logical ID for Show verbs to be routed to the Business Vault.


Custom BOD supportA custom BOD is an XML document for data that is not included in a standard Infor BOD. You can usecustom BODs to extend Infor-Locked content with additional BOD content. You can create customBODs if you have custom data in your Infor or third party application that you need to include in acustom report. You create custom BODs in ION and they are stored in the Raw Data Vault. When youdefine a custom BOD in ION, you must provide additional configuration in the Business Vault. For moreinformation, see "Configuring Custom BODs in the Business Vault" on page 28.

Custom data stores are created to support custom BODs. Custom BODs are extracted or shreddedinto custom data stores based on BOD mappings. You can use the BOD mapping generator wizard togenerate the BOD mappings.

For more information on ION custom BODs, see the Infor ION Technical Reference Guide.

Huge BOD supportThe Raw Data Vault captures and stores Huge BODs. Huge BODs are defined as a single documentthat spans multiple BODs. You can search for Huge BODs on the Document Trace page.

Data Stores and BOD mappingsThe Business Vault includes tools that extract data from BODs to fill purpose-built relational databases,or data stores. One or more data stores with BOD mappings can be configured and activated in theBusiness Vault. A data store is a relational database to which BOD data is extracted for use by InforReporting and Infor ION Business Analytics.

The following data stores are supported:• Infor Locked Content Data Stores: These data stores contain Infor Locked Content through BOD

mappings. You can only change the XPath and Default Value fields for an XPath with User Areasand Classification Codes to extend Infor-Locked Content with additional BOD content.

• Custom Data Stores: These data stores support Custom BODs and other client customization.

In the Business Vault application, you create a data store. Once a data store is defined, you can addone or more BOD mappings to the data store. BOD mappings provide the instructions to parseinformation from a BOD into a data store. You can use the Business Vault user interface to enter BODmappings manually.

The Business Vault includes a generator wizard that creates BOD mappings from existing BODinstances. This tool eliminates the manual process to enter your BOD mappings and minimizes errors.A tool is also provided to generate a database script to create database tables and columns.

After a data store is activated, BODs are routed to and processed by the Business Vault and populatedinto a relational data store. You can use the Data Store Monitor to check your data stores that have


Understanding Infor ION Business Vault concepts

been activated at least once and verify that the BODs have processed correctly or if errors have beenencountered. You can use the Document Trace page to view the history of a BOD in the BusinessVault. The history includes the start and end time stamps for each BOD as it is extracted and if anyerrors are encountered.

ReplaysThe Raw Data Vault stores the original BOD source document it its original form. These BODs can bereplayed without the source system having to re-publish historical transactions and master data. Youcan replay a selection of BODs from the Raw Data Vault to a data store. You can use the replay featureto refresh the data store if there are changes to the data store.

You can configure a replay, which involves providing a logical name for the replay and selecting thedata store to which to replay. Specific documents can be selected. You can run a replay for a specificaccounting entity, location, or a from and to date / time range when the BOD was processed by theRaw Data Vault.

After a replay is run, the BODs are resent from the Raw Data Vault to the selected data store. Activereplays can be monitored through the Replays Monitoring page.

Document TraceTo review specific BODs in the Raw Data Vault, you can use the Document Trace search feature withinthe Business Vault. This includes searching Infor standard BODs, Huge BODs or Custom BODs. Asimple or advanced search can be performed using a variety of search criteria. There is a view in XMLfor each BOD returned in your search results.

Additionally, you can use the Document Trace to see the processing for the BOD. For example, youcan see that the BOD was loaded into the Raw Data Vault successfully and if the BOD was loadedinto a data store successfully.

Analytic ModelingAnalytic modeling supports multi-dimensional reporting and is available in Infor ION Business VaultEnterprise Edition . Dimensions, hierarchies, and cubes are created for analysis purposes. You candefine the structure and properties of hierarchies, dimensions and cubes without coding. The data ispublished to a target database such as Infor BI OLAP Server.

Analytic modeling includes several features to model information for analysis. These features are:• Hierarchies



• Dimensions• Cubes• Publishing• Models• Import and Export• Localization

HierarchiesYou can build hierarchies to organize and structure your data so that it is easily accessible to cubes,reporting or business intelligence solutions. The hierarchy types are:• Level-based hierarchy: An organizational structure to group and aggregate dimensional data into

levels. You can use this type of hierarchy for large customer and product hierarchies in which thelevels are data-driven. You can define attribute values at each level and you can preview a sampleof the data in a hierarchy. When you publish the hierarchy, new and updated data in the data sourceis automatically incorporated into the hierarchy.

• Manual hierarchy: An organizational structure in which the hierarchy branches and leaves aredefined manually. You can use this type of hierarchy for smaller, fixed hierarchies such as currencytypes and measure hierarchies.

• Rule-based hierarchy: An organizational structure in which the hierarchy structure is definedmanually, and dimension members are assigned to the hierarchy either through direct assignmentor assignment rules. You can use this type of hierarchy for balance sheet and income statementaccount hierarchies.

DimensionsHierarchies are consolidated into dimensions. You can use dimensions to form the structure and contextof a cube. Common dimensions are customers, products, and time. The dimension contains informationabout the customers or products, and the hierarchies structure the members by categories such ascustomer geography or product classifications. Dimensions contain attributes, which are additionalproperties to describe the dimension members. There are two types of dimensions:• Standard dimensions: Include the dimension properties such as name, description, and type. You

define the attributes in a dimension, and you select the hierarchies to publish in the dimension.Optionally, you can specify a top-level node to aggregate multiple hierarchies into a dimension, andspecify subsets of dimension members for analysis purposes.

• Preconfigured dimensions: Define a more advanced dimension structure. The dimension utilizesa custom configuration defined in the source database and in the Business Vault database. Thepreconfigured dimension displays parameters for you to specify before saving and publishing thedimension. Preconfigured dimensions provide a method for Infor to tailor dimensions for specificanalysis requirements.



CubesCubes are structures for multi-dimensional analysis. Cubes combine the dimensions such as customersand products along with quantitative values, called measures. You select dimensions for the cube andyou specify the facts, or the transaction sources, to associate dimension and measure values. Cubesare modeled in the Business Vault and published to a target.

PublishingDimensions and cube information are published to a target analysis application such as Infor BI OLAPServer. The Business Vault sends the dimension and cube fact data, and provides the setup instructionsto the target system. You can specify the source and target databases, cubes, facts, and dimensionsto publish in a publication definition.

You can validate the publication to ensure that the definitions and data are valid for the target application.Additionally, you can publish the dimensions and cubes with current definitions or with saved versions.Publications can be run on-demand or on a schedule. You can monitor the publication results andaccess audit details for publishing results.

ModelsModels are containers with user-friendly aliases for properties, entities, table relationships or joins,custom properties or expressions, custom entities, and preconfigured dimension configurations. Modelsare used to provide metadata for users defining hierarchies, dimensions and cubes. Models make iteasier for you to define hierarchies, dimensions and cubes by providing metadata. For example, theInfor Business Vault Base Data Store model has custom entities for codes in a common codes databasetable. If you are building definitions, you can use custom entities for currencies and sales order statuses.

Models are associated with database connections, because the objects in a model can be associatedwith one or more source databases. Objects in a model are maintained directly in the hierarchy,dimension and cube definitions. The objects are available for other definitions and database connectionsthat share the same model.

Import and ExportYou can import and export hierarchy, dimension, and cube definitions from one Business Vault installationto another. You can also import and export models from one installation to another. For example, youcan export definitions and models from a Business Vault test environment and import them into aBusiness Vault production environment.



LocalizationYou can publish dimensions and cubes with localized values to analysis targets such as Infor BI OLAPServer.



3Understanding database connections

You can define database connections in the Business Vault. A database connection contains databaseinformation and connection details and is associated with data stores and BOD mappings. The databaseconnection is the source of the data to use while building dimensions, hierarchies, and cube definitions.Database connections are only relevant for the level-based and rule-based hierarchies. Databaseconnections are not required to build a manual hierarchy. The current database connection at the timeof publication is used for a manual hierarchy. Additionally, a database connection is the source of datawhen dimensions and cubes are published to a target. The Database Connections function is limitedto the BVDatabaseAdmin role.

If you make a change to a database connection while a BOD mapping is active for data stores andBOD mappings, the BOD mapping will continue to process with the previous database connectiondefinition. In order for the changes to take effect, you must stop and restart the Business Vault UserInterface (UI) and Runtime service or you can deactivate and reactivate the data store. See"Troubleshooting".

Configuring database connectionsBefore you define the database connection, create a database in Microsoft SQL Server .

To configure your database connection, complete these steps:

1 Select Administration > Database Connections. The Database Connections page is displayedwith a list of configured database connections.

2 Click New to create a database connection or click drill-down to update an existing databaseconnection.

3 Specify this information:

NameSpecify a unique name for the database connection.

DescriptionOptionally specify a description for the database connection.

4 Select the Parameters tab to enter the database connection information


Database TypeRetain the default of Microsoft SQL Server. For more information, see the Infor ION Business VaultInstallation Guide Version 11.0.

5 Select Basic or Advanced in the Parameters section.For the Basic section specify this information:

Host nameSpecify the name of the server, computer or machine to which you are connecting.

Port NumberSpecify the port number of the database to which you are connecting. Port Number is not. .

Named InstanceOptionally, specify the named instance to the database for which you are connecting. Both a portnumber and a named instance can be specified.

DatabaseSpecify the name of the database. Create this database manually in Microsoft SQL Server or enterthe name of the database created by the Infor ION Business Vault Base Data Store installation.See the Infor ION Business Vault Installation Guide for the Base Data Store for additionalinformation.As you enter values, the URL is displayed. The URL is determined by how the Port Number, NamedInstance, and Database are specified:• If both Port Number and Named Instance are not specified, the resulting URL is:

<host>/<database>.• If the Port Number is not specified but a Named Instanced is entered, the resulting URL is:

<host>/<database>;namedInstance=<namedInstance> .• If the Port Number is specified but a Named Instance is not entered, the resulting URL is:

<host>:<port>/database>.• If both the Port Number and the Named Instance are specified, the resulting URL is:

<host>:<port>/<database>;namedInstance=<namedInstance>.

For the Advanced section specify this information:

JDBC URLSpecify the JDBC URL for the database connection. The JDBC field contents are used by theBusiness Vault application. The JDBC URL defaults to the URL that is standard for a Microsoft SQLServer installation: jdbc:jtds:sqlserver://[HostName]:[PortNumber]/[DatabaseName]. You can override the default JDBC URL.If you select the Basic option and specify Host Name, Port Number, Named Instance and Database,the JDBC URL is updated to: jdbc:jtds:sqlserver://localhost:1433/inforBV2;instance=nameInstanceTest.

Note: To update the URL, click somewhere else on the screen.

ODBC URLSpecify the exact ODBC URL for the database connection. The ODBC field contents are used bythe Infor BI OLAP Server application. The default for the ODBC URL is: Driver={ODBC Driver


Understanding database connections

11 for SQL Server};Server=;Database=;schema=bv. You can override the default ODBCURL.If you select the Basic option and specify Host Name, Port Number, Named Instance and Database,the ODBC URL is updated to: Driver={ODBC Driver 11 for SQL Server};Server=localhost\nameInstanceTest;Database=inforBV2;schema=bv.

Note: If you click Basic after editing the Advanced URL, the Advanced URL must be reset to matchthe basic details. Changes made to the Advanced URL are lost.

6 For the Connection section specify this information:

User NameSpecify a user name to connect to the database connection. This must be a Microsoft SQL ServerAuthentication user. Microsoft Windows Authentication users are not supported and do not workin the Business Vault application. Ensure that the log-in has access to the database specified.

PasswordSpecify a password to connect to the database connection. The password specified is encrypted.If you change the connection parameters, such as Host, Port Number, Named Instance, Databaseor URL, you must re-enter the password again before you test the connection and save.

Note: If the user name and/or password is manually changed in Microsoft SQL Server, theusername/password will not automatically update on this screen. You must manually update theusername/password, in order for it to match what is in the database.

7 Click Test Connection to test your database connection.8 Click Save to save your changes to the database connection and make the connection available

for use on the Data Stores screen.

ModelsModels are containers with user-friendly aliases for properties, entities, table relationships or joins,custom properties or expressions, custom entities, and preconfigured dimension configurations. Modelsmake it easier for you to define hierarchies, dimensions and cubes by providing metadata.

You can use the Model tab to:• Import and export models• Create new models• Select models to use for a database connection• Prioritize selected models for a database connection

Infor models are provided as part of various content offerings. These models are Infor-Locked contentand cannot be updated. Only custom models can be updated.



Available and selected modelsAvailable and Selected models are displayed on the Models tab. The available models are displayedon the left and the selected models on the right. To move an available model to the selected grid, andmake it available for use, select the available model and click the right arrow in between the two grids.When models are moved from Available to Selected, the model is removed from the Available grid.

These columns are read-only in the Available grid:• Name

This is the model name that is available. You can right-click on a model name to display and updatethe model properties. See Model Properties for additional information.

• Editable ContentInfor-Locked Content indicates that you cannot change the model. Infor-Locked Content is used forthe BOD mappings delivered by the Infor ION Business Vault Base Data Store. For Infor-LockedContent, you cannot modify the table and column mappings except the user areas and classificationcode areas in the BOD mapping.

• Grid FilterYou can use the filter to find specific models.

Order of selected modelsThe order of the selected models determines the order that the models are accessed. The top modelis the first model that is used when accessing the content in definitions. The models are accessed inorder from top to bottom. The first model encountered that contains the content to display in the definitionis used. You can select a model, and use the up and down arrows to order the models.

Creating new modelsTo create a new model:

1 Select Administration > Database Connections. The Database Connections page is displayedwith a list of database connections.

2 Click New to create a new database connection or click drill-down to update an existing databaseconnection.

3 Select the Models tab.4 Click New above the Available grid to open the New Model dialog.5 Specify this information:

NameSpecify a unique model name.

DescriptionOptionally, specify a model description.

6 Click OK to create the new model. Click Cancel to exit without creating a new model.



Exporting modelsYou can import and export models from one Business Vault installation to another. For example, youcan export a model from a test environment and import the model into your production environment.

To export a model:

1 Select Administration > Database Connections. The Database Connections page is displayedwith a list of configured database connections..

2 Select a database connection that contains the model to be exported and click Drill down.3 Select the Models tab.4 Select one or more models to export from the Available grid. You can multi-select more than one

model to export.5 Click Export . The Export Wizard is displayed.6 Select the Options tab. Optionally, you can specify comments for the export.7 Select Include subordinate definitions to include subordinate definitions with the export.8 Click Next. Comments entered on the Options tab display as read-only. The entities, properties,

associations, configurations, and scripts associated to the exported models display as read-only.9 Click Finish to continue with the export.10 Select a location to save the .ZIP file to a local file directory in the file directory window. The Export.

zip file contains a ReadMe.txt file and all model components in separate zip files.The export zip file contains these files:• Models.zip: Contains all the models that you selected for export on the Available grid. Each

model contains an .XML within the Models.zip file.• Entities.zip: Contains all entities, alias entities and custom entities, for the models that you

selected for export on the Available grid. Each entity is in its own .XML file within the Entities.zipfile.

• Properties.zip: Contains all properties, alias and custom properties, for the models that youselected for export on the Available grid. Each property that is part of the model has its own .XMLfile within the Properties.zip file.

• Relationships.zip: Contains all relationships for the models that you selected for export onthe Available grid. Each relationship is in its own .XML file within the Relationships.zip file.

• Configuration.zip: Contains all configurations and preconfigured dimensions, for the modelsthat you selected for export on the Available grid. Each configuration is in its own .XML file.

• ReadMe.txt: Contains any comments previously specified for the export in a text file. It alsocontains a summary of the entities, properties, associations, configurations, and scripts associatedwith the exported models.

Importing modelsYou can import and export models from one Business Vault installation to another. For example, youcan export a model from a test environment and import the model into your production environment.



To import a model:

1 Select Administration > Database Connections. The Database Connections page is displayedwith a list of database connections..

2 Select a database connection and click drill-down.3 Select the Models tab.4 Click Import . The Import Wizard is displayed.5 Browse to and select the .ZIP file to import. The file must contain at least one exported object .ZIP

file and an associated ReadMe.txt file. Comments entered into the uploaded ReadMe.txt filewill display as read-only in the Comments field, along with a list of all of the models imported fromthe .ZIP file

6 Select an option for: If the import file contains entities that already exist, the system should:.The options are:

• Overwrite existing definitions with the imported versions: This option adds new modelcomponents and replaces any existing model components with matching model componentscontained in the import file.

• Only add definitions that do not already exist and skip the rest: This option adds new modelcomponents, but does not replace or update existing model components.

• Abort the entire import operation: This option aborts the import if existing model componentsmatch model components contained in the import file.

7 Click Import to continue. A message dialog is displayed to indicate the import is successful. Themodel is now available in the Available data grid.



4Additional Business Vault BOD information

This chapter includes information using a template to create ION connection points and documentflows to route BODs to the Business Vault. Additionally, it includes instructions for configuring customBODs in the Business Vault. You can create custom BODs to include custom data from your Infor orthird party applications in your reports.

Using a Document Flow in Infor IONA document flow template is available to assist in the creation of ION connection points and documentflows in Infor ION. ION document flows are required to route BODs to the Business Vault. See InforION Connect Administration Guide for additional information on connection points and document flows.

To establish a connection point and document flow:

1 Start Infor ION Desk. Select Connect > Document Flows. Existing document flows are displayed.2 Click Import.3 Select the BV_Document_Flow_template.xml file from Resources directory of your installation

location.4 Click Open. The Document Flow, Source System Connection Point, and BV Connection Point

templates are imported. The template includes all the Infor BODs except the Error BOD.5 Select ION > Connection Points and select the imported source connection point on the connection

master data grid. You must update the Connection Parameters for the source connection point andthe BV connection point.

6 Click Details.Update the source connection point on the Connection Point Details screen with the correctinformation:• Database Type• Host Name• Port Number• Schema Name• User Name• Password


7 Click Save.Follow the same steps to update the BV connection point with the correct connection parametersof the Business Vault Runtime database information.

8 You can modify the document flow as needed. The provided template includes all standard Infornouns being routed to Business Vault. On the Document Flow master screen, double-click theimported BV_Model_Document_Flow.

9 On the Document Flow Modeler details page, click the Source application activity box in theDocument Flow Diagram. The application information appears in the lower right-hand ApplicationTask window.• To replace the Source System Connection Point, click Add. Select your existing connection

point from the Add Connections dialog box. Two connection points are listed. Select the originalSource Connection Point template in the list and click Remove to delete it. You can updatethe application task name and description. Click Save on the top left of the page to save yourDocument Flow changes.

• To update the Source System Connection Point, double-click the Source Connection Pointin the Application Task list. The Connection Point Details screen is displayed. Update yourconnection point information. Click Save at the top of the screen. Click Back to return to theDocument Flow screen. You can change the Name and Description of the Document Flow atany time.

10 Repeat the steps to update or replace additional connection points.11 To save the document flow, click Save on the Document Flow page.

If you have multiple source systems with BODs to flow to the Business Vault, you can click Duplicateon the Document Flow list to create a document flow copy. You can then update your SourceSystem Connection Point.

12 Click Activate to activate the saved document flow.

Configuring Custom BODs in the Business VaultA custom BOD is an XML document for data that is not included in a standard Infor BOD. CustomBODs extend Infor-Locked Content with additional BOD content. You can create custom BODs forcustom data in Infor ION. When a custom BOD is defined in ION, some configuration is needed in theBusiness Vault to alert the vault of that custom BOD. For more information on ION custom BODs, seethe Infor ION Technical Reference Guide.

Custom data stores are created to support Custom BODs. Custom BODs are extracted or shreddedinto custom data stores based on BOD mappings. You can use the BOD mapping generator wizard togenerate the BOD mappings

Note: If you are running Infor ION 11.1 or later, there are individual files for each noun, [noun name].XML, instead of a single NounIDsInstance.XML. The instructions in this section refer to NounIDsInstance.XML. You can use the same process to configure the [noun name].XML. Copy the file(s)with the new names into the drop folder.


Additional Business Vault BOD information

You can find the NounIDsInstance.XML file in Infor ION. This file defines the identifier for eachcustom noun. In ION, the NounIDsInstance.XML is located in this path: C:\Program Files\Infor\ION\Desk\bin\RegistryData\BodMetaData\Custom\XML\NounIDsInstance.xml.For more information on where to locate the NounIDsInstance.XML file in ION, see the Infor 10xION Technical Reference Guide.

Locate the NounIDsInstance.XML file in ION to determine if the custom noun is already in the NounIDsInstance.XML file. If it is, you can copy the file into the Business Vault. Manually copy the NounIDsInstance.XML into the Noun metadata drop folder location: <BV Install Folder>\BusinessVaultRuntimeService\webapps\com.infor.ion.bv.webservice.web\WEB-INF\classes\NounmetaDrop\

Note: When you install the Business Vault, a shortcut is created on your computer to the noun metadatadrop directory. This can be found in your Start Menu under the Business Vault folder in the NounMetadata Drop Folder.

Updating the Noun MetadataTo update the NounIDsInstance.XML file in the Noun Metadata Drop Folder:

1 Select Windows Start Menu.2 Browse to the location where the Business Vault is installed.3 Select the Noun Metadata Drop Folder. The installation creates a shortcut to this folder.4 After the NounIDsInstance.XML file is configured properly, save the file and copy the NounIDs

Instance.XML file into the Nounmetadata Drop Folder. If you receive a message that youneed administrator privileges, click Yes to continue. To process successfully, the Business Vaultservices must be running.

5 Wait while the Business Vault processes the file. Click Refresh.6 After the NounIDsInstance.XML file has completed processing, it is placed in a Processed

folder. If the processing is unsuccessful, the file is placed in an Unprocessed folder. The BusinessVault will re-name the file with a unique identifier after the file is placed in the Unprocessed orProcessed folder.

7 After the NounIDsInstance.XML is processed, refresh your Business Vault application in any ofthe Document drop downs to view the processed nouns. The custom BOD noun metadata is nowidentified by the Business Vault.See the file structure in "NounIDinstance XML file example" on page 30.



NounIDinstance XML file exampleIf the noun is not in the NounIDsInstance.XML file, you must make manual changes to the updatethe NounIDsInstance.XML file. This is an example of a NounIDsInstance.XML file. The XML filecontains entries for each noun in this format:

<Noun> <NounName>AccountingChart</NounName> <IDXpath>/*/AccountingChart[1]/IDs[1]/ID[not (@schemeName)]</IDXpath>

<IDAccountingEntityXPath>/*/AccountingChart[1]/IDs[1]/ID[not (@schemeName)]/@accountingEntity</IDAccountingEntityXPath> <IDLocationXPath>/*/AccountingChart[1]/IDs[1]/ID[not (@schemeName)]/@location</IDLocationXPath> ... ( more elements ) ...</Noun>

The minimum entry that must be created in the file to be displayed in the UI is:

<Noun> <NounName>CustomNounName</NounName> <IDXpath>a valid XPath</IDXpath></Noun>

When updating the NounIDsInstance.XML file:• Use the exact structure provided in the example for the XML.• Ensure that the IDXPath entered is a valid XPath.• Ensure that /*/ is entered with the IDXPath, for example: <IDXPath>/*/DataArea/Accounting

Chart/IDs[1]/ID[not(@schemeName)]</IDXPath>

• NounName and IDXpath are required in the XML file.



5Understanding replays

You can use the replay feature to replay a selection of BODs from the Raw Data Vault to a data store.This tool is useful to refresh a data store without retrieving data again from the source system.

When you run a replay, BODs are resent from the Raw Data Vault to the selected data store. If youreplay or send the same BODs more than once, the result is the same as the first time the BOD is sent.A delete is executed first, even if there is no BOD to delete. Then, an insert of the BOD is performed.

When you run a replay, a call is made to the Business Vault Runtime Service. A successful responseindicates that the replay was submitted successfully and is running. The status is reflected on theReplays Configuration page and the Replays Monitoring page. If the replay does not run because theBusiness Vault Runtime Service is down, you receive a message that the replay cannot be processedand try again later. A details button on the dialog box indicates the exact Java error message. Afterthe replay is run, the appropriate status is set.

These are replay statuses:• Inactive: Indicates the replay has been created and saved but not yet run. Only replays in an Inactive

status can be edited.• Running: Indicates that the replay is currently running. Running replays cannot be edited.• Running with Errors: Indicates that the replay is currently running but one or more errors have

occurred while processing. Replays that are running with errors cannot be edited.• Error: Indicates that the replay has encountered a problem starting and no BODs are processed.

The replayed failed to run. Reasons for an error could be generated when the network or server isdown. In this situation, you must contact your system administrator to check logs on the server formore advanced troubleshooting. Replays with a status of Error cannot be edited.

• Undetermined: Indicates a network or server is down so the replay failed. Replays in anUndetermined status cannot be edited.

• Complete: Indicates that the replay has successfully been replayed. This means that the replayhas re-sent BODs from the Raw Data Vault to the selected data store. Replays that are completecannot be edited.

• Complete with Errors: Indicates that the replay is complete but has one or more errors. You cannotedit replays that are complete with errors.


Configuring and activating replaysComplete these steps:

1 Select Data Store Management > Replays. The Replays page is displayed with a list of replays.

2 Click New to create a replay. To update an existing replay, click the drill-down icon. You can alsoclick the Duplicate option to duplicate a replay in any status.

3 Specify this information after the Replay Details page options:

Replay nameSpecify a name for the replay.

Replay descriptionOptionally, specify a description for the replay.

4 Select a Data Store. This is the database from which the data will be extracted. Inactive and activedata stores can be selected. You can draft a replay for an inactive data store, however, you canonly run a replay for an active data store. The Run option is disabled for inactive data stores.

5 You can select optional replay criteria to select a data store to replay. If you leave the replay criteriablank, the replay selects the entire data store. You can select by:• Accounting Entity - Displays a list of all available accounting entities. The accounting entities

selected are based on the documents that are present in the data store when you select the AddDocuments option .

• Location:- Displays a list of available locations.• From/To Date: This is the date when the BOD was processed by the Raw Data Vault.• Documents: Click the Add Documents option to launch the Documents dialog box. Select

one or more documents to replay. Click OK to add the documents to the Documents list box.

Note: You can replay any Infor BOD, Custom BOD, or Huge BOD in the Raw Data Vault. For moreinformation on creating Custom BODs in ION, see the Infor ION Technical Reference Guide (U9665US).

6 Click Save to save the replay.7 Return to the list and select the replay that you configured.8 Click Run. A Confirmation Dialog is displayed that indicates the number of BODs to replay from the

Raw Data Vault. You can only run a replay for active data stores. The Run option is disabled forinactive data stores. Select an active data store and re-run the replay. If you run a replay for zeroBODs, the replay remains inactive.When you run a replay, ensure that the documents or nouns that you selected are still valid bychecking that the BOD mappings are still Active on the Data Stores page. If a BOD mapping isdeactivated when you run a replay, those BODs are not processed and there is no error. TheBusiness Vault ignores these BODs. Ensure the BOD mappings are activated and run a new replay.

9 The replay status is set when you run the replay. See "Understanding replays" on page 31.


Understanding replays

6Understanding document trace

The Document Trace search feature in the Business Vault allows you to search and review specificBODs in the Raw Data Vault published by the source system.

Performing a document trace searchTo perform a search, complete these steps:

1 Select Monitoring > Document Trace. The Document Trace page is displayed. You can use thispage to search for BODs within the Raw Data Vault.

2 You can perform a simple Message Search by using this criteria:

Date Range (From and To) in UTCSpecify the date and time range. Documents with a time stamp between this range are searched.The default range is 12:00:00 AM to the 11:59:00 PM of the current day.

DocumentSelect a document.

Additional CriteriaThis field applies to certain documents only. For example, when selecting from the Code List youcan specify additional criteria such as Countries, Chart of Accounts, and Currencies.

Display IDEnter a Display ID, which is a version of the Document ID that you view in the ERP. The DocumentID may have system attributes added to make the Document ID unique. The Display ID is theDocument ID without the additional system attributes.

Document IDSpecify a unique identifier of the primary original document.

Raw Data Vault IDSpecify a unique identifier for the document within the Raw Data Vault.

Message IDEnter a unique identifier for the original BOD message. Because the results may be unclear, it isrecommended that you do not search by Message ID. For most documents, the BOD and themessage are the same. There are two exceptions:


• A single BOD that is sent in multiple messages. The multiple messages use unique MessageIDs, which are assigned to each part.

• A single message that contains multiple documents. All individual documents use the sameMessage ID.

3 Click the expand icon to display the Advanced Search. You can specify an advanced searchby using this criteria:

VerbThe verb describes the action that is requested for the document/noun. The options are Sync/Showor Process.

Variation IDThe number of times that the document was published with these attributes for the accounting entityand location.

Revision IDThe revision ID for the document. The revision ID is used to differentiate multiple instances of adocument with the same ID in the ERP or System of Record.

Accounting EntityRepresents the accounting entity for the document.

LocationRepresents the location for the document.

From Logical IDRepresents the From Logical ID of the sending application for a document.

StatusRepresents the status of the document.

BOD IDThis is a unique identifier for the original BOD.

Batch IDThe unique ID of the batch. This number must be processed sequentially on the receiving side ofthe source system or ERP.

Batch Revision IDThe revision number of the batch. This number is used when a set of BODs fail. The complete setmust be resent by using a new revision number. Each revision number must be higher than thepreceding revision number. Sequential numbers are not required.

4 Click Order By to show the search results in a selected sort sequence. Specify the BOD criteria,for example, Accounting Entity or BOD ID. You can choose to sort the results in ascending ordescending order. An ascending sort shows the results lowest to highest, for example, A-Z, 1-9, or2005-2008. If you do not specify an order, the search results are sorted by the most recent BODs.

5 You can click Clear to clear the search criteria to begin a new search.6 Click Search. If there are matching search results, a results page is displayed with a list of BODs.

This grid shows a variety of criteria for the BOD, for example, the Accounting Entity, Verb/Document,and BOD ID. To sort the results by a particular column, click the column name.

7 To see the full details of a particular BOD, select a BOD and click drill-down.


Understanding document trace

The Document Details page is displayed. You can collapse or expand any of these sections:Document Details, Document XML, and Document History.

Document DetailsThe Document Details section includes the BOD criteria, for example, Accounting Entity andVerb/Document. Use this information to identify the selected document.

Document XMLThe XML code for the document is displayed in this section. You can select the XML code to copyand paste. To copy the entire Document XML to your clipboard, highlight the XML and select CTRL+ C on your keyboard.

Huge BODs OnlyFor Huge BODs only, use the previous and next icons to review multiple XML pages. When searchingfor Huge BODs, you can also find a specific huge BOD by using this search criteria:• Document Sequence: Enter the document sequence for each BOD XML. This is also known

as the Batch Sequence, which is defined as the sequence number of the BOD in the batch.• Go To Sequence: Specify a batch sequence number to go to a specific BOD XML.• Batch Sequence: The sequence number of this BOD in the batch.

Document HistoryThe Document History section allows you to view the history of a BOD within the Business Vault,including the start and end timestamps for each Business Vault component such as the Raw DataVault or Shredder. You can also monitor whether a BOD was shredded or extracted successfullyinto a data store. The following information can be viewed on the Document History grid:• Component Start Date Time (UTC): The start date time stamp for when a BOD has been placed

in the Component (Raw Data Vault or BOD Shredder Inbox). This time is display in UniversalTime Coordinated (UTC) format.

• Component End Date Time (UTC): The completion date time stamp for when a Component iscomplete. When looking at an entry for the Raw Data Vault Component, this means that theBOD has been successfully compressed and stored in the Raw Data Vault. For a ShredderComponent, this means that the shredding of a BOD is complete. This time is display in UniversalTime Coordinated (UTC) format.

• Component: Raw Data Vault or Shredder is shown. For the Raw Data Vault component, thestatus is Success. This indcates that the BOD was compressed and stored successfully in theRaw Data Vault. The Document Trace page does not show BODs that are not successfullystored in the Raw Data Vault. When the Raw Data Vault cannot process a BOD, that BOD isnot stored in the Raw Data Vault. A Confirm BOD is also sent to the source system. For a BODto be stored in the Raw Data Vault, these conditions must be met:• A connection point and document flow must be setup in ION from the source system ERP

to ION. Connection points and document flows from ION to the Business Vault are notrequired. However, it is the ION connection points and document flows that route BODs tothe Business Vault.

• BODs must be pushed from the source system into Infor ION and routed to the BusinessVault .

Note: Each source system has its own process for pushing BODs



• Data Store: For the Raw Data Vault component, this shows the Raw Data Vault label. For theShredder component, this shows the name of the data store that is set up on the Data Storespage.

• Status: Indicates the status, Success or Failure.• BOD Mapping Component: For the BOD Mapping or shredder component, the status is either

Success or Failure. A status of Success indicates that the BOD was shredded or processedsuccessfully and data from the BOD was populated to the relational database tables. A statusof Failure indicates that the BOD was not processed and errors were encountered. Go to theData Stores Monitoring page to view errors for failed data stores. In order for BODs to be extractedsuccessfully into relational data stores, these conditions must be met:• You must create the database tables in advance. For Infor-Locked Content, the database is

created when you install the Infor ION Business Vault Base Data Store. For custom datastores, you must manually create the Microsoft SQL Server database and database tables.

• A data store must be activated with one or more BOD mappings that map BOD elements todata store tables and columns .For more information on how to create and activate a datastore and BOD mappings, see the Infor ION Business Vault BOD Mapping User Guide.

Raw Data Vault componentFor the Raw Data Vault component, the status is Success. This means that the BOD wascompressed and stored successfully in the Raw Data Vault. When the Raw Data Vault cannotprocess a BOD, that BOD is not stored in the Raw Data Vault. A Confirm BOD is also sent to thesource system.In order for a BOD to be stored in the Raw Data Vault, these conditions must be met:• A connection point must be setup in ION from the source system ERP to ION. Connection points

and document flows from ION to the Business Vault are not required.• BODs must be pushed from the source system into Infor ION and routed to the Business Vault

.

Note: Each source system has its own process for pushing BODs.

BOD Mapping componentFor the BOD Mapping or shredder component, the status is either Success or Failure. A status ofSuccess means that the BOD was shredded or processed successfully and data from the BODwas populated to the relational database tables. A status of Failure means that the BOD was notprocessed and errors were encountered.In order for BODs to be extracted successfully into relational data stores, these conditions must bemet:• You must create the database tables in advance. For Infor predefined content, the database will

be created automatically with the Infor ION Base Data Store installation. For custom data stores,you must manually create the SQL database and database tables.

• A data store must be activated with one or more BOD mappings that map BOD elements to datastore tables and columns. For more information on how to create and active a data store andBOD mapping, see the Infor ION Business Vault BOD Mapping User Guide.



7Using monitor pages

ION Business Vault includes monitor pages that you can use to monitor and solve issues:• Data Stores Monitor• Replays Monitor• Publications Monitor

Note: The Publications Monitor allows you to monitor the progress and results of the validation andpublication processes. You can view error and audit logs and put publications on hold. See the InforION Business Vault Analytic Modeling User Guide for information on using the Publications Monitor.

Understanding the Data Stores Monitor and ReplaysMonitorThe Data Stores Monitor page allows you to monitor data stores. The Replays Monitor page allowsyou to view replay options. The Data Stores Monitor and the Replays Monitor pages display a countfor the number of BODs that have processed or that have not yet processed. Each page also includesa dynamic date/time range that you can use to filter the results when troubleshooting.

You can use the Data Stores Monitor and Replays Monitor pages to monitor BODs without an activeBOD mapping definition. You may see a discrepancy in the counts provided on the Data Stores Monitorand Replays Monitor pages with the confirmation dialog you receive by clicking the Run option on theData Store Management / Replays page. This may be because one or more BOD mappings aredeactivated. In this case, the BOD is not processed or in error and is ignored by the Business Vault.Additionally, if the system finds additional or fewer BODs to process after you run the replay, the countmay be different.

You can find data stores or replays for these time frames:• Last 15 minutes• Last 30 minutes• Last 1 Hour• Last 4 hours• Today or the last 24 hours


• All replays or data stores in history• Custom date and time range

The Data Stores Monitor and Replays Monitor pages show you the total number of errors that havebeen handled or that are still an issue. When looking at a specific data store or replay, you can drill-downto view these errors in more detail.

Using the Data Stores Monitor or Replays MonitorpagesTo use the Data Stores Monitor or Replays Monitor pages, complete these steps:

1 Select Monitoring > Data Stores Monitor to monitor data stores and drill-down to errors. Bothactive and inactive data stores are displayed.

2 Select Monitoring > Replays Monitor to monitor replays and drill-down to errors. By default, alldata stores or replays for the last 24 hours are displayed.

3 Change the value in the Date Range field to view data stores or replays from another date/timerange. You can choose to filter your data stores or replays by these timeframes:• Last 15 minutes• Last 30 minutes• Last 1 Hour• Last 4 hours• Today (Default)• All• Custom

4 You can specify a BOD Type to filter your data stores or replays based on a specific BOD type.The list contains the Infor-predefined BODs and custom BODs.

5 Click Search. The data stores or replays are displayed based on your selection criteria.

Reviewing errorsYou can select a specific data store or replay to view errors. Errors can occur for a variety of reasons.See these examples:• A database I/O error occurred, for example, connection, data truncation, or deadlock errors.• The BOD mapping data is not valid, for example, the format, size, or a data type mismatch.• Mandatory data is not specified, for example, tenant.

To review your errors, complete these steps:


Using monitor pages

1 On both the Data Stores Monitor and the Replays Monitor pages, the Errors (Handled / Unhandled)column is displayed. This column provides the error count for all handled and unhandled data storesand replays.

2 Click the hyperlink on the Errors (Handled/Unhandled) count to drill-down to the error details. Thespecific errors for the data store or replay that you selected are shown on the Errors page. By default,all unhandled errors are displayed on this page so that you can take action.

3 Click Error Category in the header of the Errors page to filter your errors. The default is Unhandled.The options are:• All: Includes Handled and Unhandled errors.• Handled: Errors that are marked as Handled. No action is required.• Unhandled: Errors that are marked as Unhandled. Action is required.

4 Click drill-down to go to the Error Details page. This page shows the details of each error message,as well as the BOD XML.

5 In the data grid at the bottom of the Errors page, view the Error Date, BOD Type, Raw Data VaultID and the Error Message.

6 Mark errors as Handled / Unhandled in this data grid. Highlight one or more rows in the data gridto select the row. If the error has not yet been handled, you can select Mark as Handled.

Note: When you mark an error as Handled , the error is not deleted but is marked as acknowledged.You can also use the Mark all as Handled function, which sets all errors to Handled. If the errorhas been already handled, you can Mark as Unhandled.

7 Click drill-down to view more details for error messages and the BOD XML.8 In the header of the Details page, some of the details for the error you selected are displayed, such

as the error date and error message. You can also view whether the status has been handled orunhandled. You can mark the error as Handled or Unhandled directly from the Details page withoutreturning to the Errors page.

9 The Details page includes these tabs:• The Error Message tab includes the reason why the error occurred (the stack trace error). Click

the Next Error arrow to advance to the next error• The Original Message tab includes the BOD XML for the error.


Using monitor pages


Using monitor pages

8Business Vault settings

You can use the Settings option to configure additional Business Vault application settings.

Accessing Business Vault settingsTo access your Business Vault settings:

1 Select Administration > Settings. The Settings dialog is displayed.2 Select Show Aliases to display the entity and property user-friendly names for database table,

view, and column names in the Analytic Modeling hierarchy, dimension and cube definitions.3 Click Close to exit Settings and return to the Business Vault main menu.



Business Vault settings

9Troubleshooting

If errors occur when activating a data store, you can check the Activation Results page for activationerrors. When running a replay or processing BODs into a data store, check the Data Stores Monitoror Replays Monitor pages for errors.

Errors while activating data storesThe Activation Results dialog states whether the data store activation has failed or was successful. Ifit has failed, you can check the mapping validation errors. You must correct these errors and thenre-activate the data store. For more information on different BOD mapping validation errors, see theInfor ION Business Vault BOD Mapping User Guide.

Errors while processing BODs into a data storeOn the Data Stores Monitor page, you can check data stores or replays that have errors. You can viewall of the errors for a data store by drilling into the Errors page. See the "Using monitor pages" on page37 section for more information.

Starting and Stopping Infor ION Business VaultservicesThe Infor ION Business Vault has two services: the Infor Business Vault Runtime service and the InforBusiness Vault User Interface (UI) service. It may be necessary to stop and restart the services.

Expected scenarios that require a service restart are changes to the ION Business Vault environmentin which the database server, database, port or properties file changes. Services must be restartedwhen either service starts before the SQL Server service is active.

Complete these steps:

1 Logon to the Windows server where the Business Vault service is installed.2 Select Control Panel > Administrative Tools > Services.3 Right-click the Infor Business Vault Runtime service.4 Click Stop to stop the service. Click Start to start the service.


5 Right-click the Infor Business Vault User Interface (UI) service.6 Click Stop to stop the service. Click Start to start the service.

Infor ION Business Vault version detailsProduct version details and your system settings are available by selecting the Administration >Version Details menu option within the Business Vault application.

The information includes:• The release version of the Business Vault• The browser and browser version you are running, for example, Browser: Mozilla 5.0 Windows• The operating system you are running, for example, OS:Win32• The language of your browser• Whether or not cookies are enabled in your browser• The internal build number (SVN) for the Business Vault. This is helpful when troubleshooting errors

in the Business Vault.

Accessing Infor ION Business Vault logsWhen troubleshooting the Business Vault, you can access the Business Vault logs for more information.

These logs are available:• Generic Business Vault Log: Shows all other Business Vault errors.• Raw Data Vault Log: Shows all errors for BODs that have failed to be stored in the Raw Data Vault.• Runtime log: When the Runtime server extracts data from BODs, it writes Runtime transactions into

the Runtime log.• User Interface (UI) Log: Logs user interface transactions as you are using the Business Vault User

Interface.• Tomcat Logs: Additional Tomcat logs are displayed when Tomcat starts or stops.• Business Vault Analytic Modeling Log: Contains the analytic modeling validation error messages.

To view the logs:

1 Select the Windows Start Menu. Browse to the location where you installed Business Vault.2 To access the Business Vault Runtime logs, select the folder called BusinessVaultRuntime

Service and select the Logs folder. All the Business Vault Runtime logs are displayed.3 To access the Business Vault User Interface (UI) logs, select the folder called BusinessVault

UIService and then select the Logs folder. All of the Business Vault UI logs are displayed.4 Open the log files in Notepad to view the contents of the logs.


Troubleshooting

AFrequently asked questions

This section contains frequently asked questions regarding Infor ION Business Vault.

General questionsThis section contains general questions regarding the Business Vault administration pages.

Can I access the Business Vault pages in Infor Ming.le Version 11.0?You can run Business Vault Version 11.1 in Infor Ming.le Version 11.0 and later. See the Infor IONBusiness Vault Installation Guide.

Is the Business Vault the System of Record (SOR) for any documents?The Business Vault is not the System of Record (SOR) for any documents.

What databases are supported in the Business Vault?Currently, the Business Vault only supports Microsoft SQL Server database type. See the Infor IONBusiness Vault Installation Guide for more requirements information.

What is the Raw Data Vault?The Raw Data Vault contains all of the published BODs delivered to Business Vault from Infor ION.

What is a replay?A replay allows you to replay a selection of BODs from the Raw Data Vault to a data store. See "Replays"on page 17.

When you run a replay, are you overriding the BODs in the data store or deletingthe BODs and re-inserting?When you run a replay, you are replaying a selection of BODs from the Raw Data Vault to a data store.This means that the Business Vault treats a replay of a BOD like any other BOD. The Business Vaultalways performs a delete, even if there is nothing to delete. Then the Business Vault performs an insert


of the BOD. If you replay or send the same BODs over and over, the result is the same as the first timethe BOD is sent.

Is the Document Trace screen searching a data store or the Raw Data Vault?The Document Trace allows you to search all BODs in the Raw Data Vault as published by the sourcesystem.

The message 0 BODs Processed/Unprocessed is displayed on the Data Stores Monitorpage. How do I populate the Business Vault with BODs from the ERP?Each ERP has its own process for publishing BODs from that ERPs outbox to the Business Vault.Please contact a representative of the ERP for instructions on how to push BODs from the ERP.

BOD questionsThis section contains questions regarding the Business Vault Business Object Documents (BOD).

What BODs does the Business Vault support in Version 11.1?Any of the standard Infor BODs are supported. Only process and sync verbs are supported and onlysync verbs are extracted or shredded into data stores. Additionally, the Business Vault supports customBODs. For more information, see "Configuring Custom BODs in the Business Vault" on page 28.

A BOD received by the Business Vault can relate to data from another System ofRecord (SOR). The BOD may be received before the data is received. How is thishandled in the Business Vault?The data stores do not have foreign key constraints. The data will be consistent.

What happens if the Business Vault receives more than one version of a BOD?Current data store design includes Variation ID in the primary keys. Therefore all variations are stored.

The same BOD with the same data can be received more than once, one right afterthe other. How is this handled by the Business Vault?If the same BOD is received with the same Variation ID, the BOD data is overwritten for the data store.

Note: If no Variation ID is sent, the Business Vault assumes a value of 0. Therefore, only the mostrecently received BOD is stored.

Does Business Vault send the Show Verbs to a specific application instance? CanBusiness Vault handle Show Verbs routed to it?Show Verbs are supported. Only Sync/Show Verbs are shredded or extracted into data stores.


Frequently asked questions

What happens if the Business Vault cannot save a BOD to the Raw Data Vault?If the Business Vault cannot save a BOD to the Raw Data Vault, a Confirm BOD is sent back to theERP. If the Business Vault saves the BOD to the Raw Data Vault but it cannot be shredded or extractedinto the data sore, then no confirm BOD is sent.

Can Business Vault extract or shred any custom or standard BODs into a data store?The Business Vault handles BODs that contain a single noun instance per document OR BODs thatcontain multiple instances per document.

Does the Business Vault support Huge BODs?The Raw Data Vault captures and stores Huge BODs. Huge BODs are defined as a single documentthat spans multiple BODs. You can search for Huge BODs on the Document Trace page.

Which verbs are supported?Process and Sync verbs are supported. Only Sync/Show Verbs are shredded into Data Stores.

Database connection questionsThis section contains questions regarding database connections.

What is a database connection?A database connection definition contains database information and connection details. A databaseconnection is associated with data stores and BOD mappings. It is also the source of data to use whilebuilding dimensions, hierarchies, and cubes. The database connection is used in analytic modeling todefine source and target databases.

Who has access to the Database Connection menu option?In Infor ION Business Vault Version 11.1, only the BVDatabaseAdmin security role can configuredatabase connections. The BVDatabaseAdmin role has access to maintain database connections, addand select, export and import models for a source database connection, and add and maintain targetdatabase connections. For more information on configuring this role, see the Infor ION Business VaultInstallation Guide.

What is a source database connection?A source database connection identifies the source of data to use when you are building hierarchies,dimensions, and cubes. Source database connections are also used for data stores and BOD mappings.

What is a target database connection?A target database connection identifies the database into which dimension and cube definitions anddata are published.



Why are database connections associated with models?In the Database Connections page, you can setup and use models for a source database. Models arecontainers with user-friendly aliases for properties, entities, table relationships or joins, custom properties,custom entities and preconfigured dimension configurations. The objects in a model, like the aliasesand relationships, make it easier for you to define hierarchies, dimensions, and cubes by providingmetadata. Models are optional and make it easier to build analytic modeling definitions.

Models are associated with source database connections. When you setup a model, you can add newmodels, and import/export models. Models do not have any security. For example, if the model referencesa salary table, you can use modeling functions to preview the data in the table.

Data store questionsThis section contains questions regarding the Business Vault data stores.

What is a data store?A data store is the relational database into which BOD data is extracted. See "Data Stores and BODmappings" on page 16.

What happens when a Data Store is activated?After a data store is activated, any BODs received by the Business Vault are routed to and processedby the BOD mapping and populated into the data store.

Why is my Data Store activation failing?Failure to activate a data store may be caused by a BOD mapping validation error such as invalidcolumn or table name in the BOD mapping. Additionally, ensure you have a valid database connection.

How do I setup a database connection to use for my data store?Database Connections are setup on the Database Connections page. See "Configuring databaseconnections" on page 21.

What is an Infor data store?An Infor data store contains Infor-Locked content via BOD mappings. This provides protection againstinadvertently changing Infor content.

Note: You can customize Infor-Locked Content by modifying user areas and classification codes fordata stores and BOD mappings.



BOD Mapping questionsThis section contains questions regarding the Business Vault BOD Mappings.

What is a BOD mapping?A BOD mapping provides the instructions to parse information from a BOD in a data store.

How do I create a BOD mapping?BOD mappings are either created through on the Data Stores page or by importing a collection ofMicrosoft Excel spreadsheets in a single .ZIP file.

In the Business Vault Version 10.2, a collection of Excel spreadsheets were placedin a .ZIP file to map BOD elements to data store tables and columns. Are these Excelspreadsheets still supported?There is an import function in the Business Vault Version 11.1, that you can use to import a collectionof Excel spreadsheets in a .ZIP file. You can import the Business Vault 10.2 BOD mapping definitionsand then export the definitions in the new Business Vault Version 11.0 format.

Are BOD mappings ERP or application specific?No.

When the Business Vault receives BODs from ION and stores them in the BusinessVault, is a BOD mapping automatically created for that BOD that was received inthe Raw Data Vault Inbox?No. After a BOD is received by the Business Vault's Raw Data Vault, you must create a BOD mappingfor that BOD.

Where can I find more information on how to configure a BOD mapping?See the Infor ION Business Vault BOD Mapping User Guide.

What is the difference between a BOD mapping and a Table / Column mapping?A BOD mapping maps BOD elements to data store tables and columns. A table mapping allows youto specify a database table that receives the mapped data. Table mappings are added, after the requiredBOD mapping information is complete. A column mapping allows you to specify all of the columninformation. A column mapping is added after all of the required table mapping information is complete.

What does the BOD mapping generator wizard do?The generator automatically creates BOD mappings along with tables and column mappings fromBOD/XML documents. The generator results in a mapping that you can review for modifications andactivate.



I've created a BOD mapping on the Business Vault User Interface (UI). How do Icreate my database tables and columns in the database?You can generate a database script through the Data Stores page. You can run the script in MicrosoftSQL Server to create all of the database tables and columns for the Business Vault database. This isthe target database for your BOD mapping. The database script adds tables and columns to yourBusiness Vault database but does not execute any database changes.

I am trying to generate a database script on the Data Stores/BOD Mapping UI, butthe script is blank.The database script is blank if you have already generated a database script, ran the script in MicrosoftSQL Server, and created the tables and columns. If you try to generate the database script a secondtime, the script is blank because the tables and columns already exist in the target database. A newscript is only created if new tables and or columns are added.

If data has already been shredded into a database table and then the BOD mappingis updated, what do I have to do?If you've already extracted or shredded data into a database table and then the BOD mapping isupdated, you must:1 Ensure that the tables and columns exist in your target database. They can either be created manually

or generate a Microsoft SQL Server script.2 Make sure that you re-activate the data store. When you activate a data store, the system validates

that the BOD mapping has the same database tables and columns on the user interface as in thetarget database. If this is not the case, an error is displayed when activating your data store.

I activated a BOD mapping, but nothing is extracted or shredded into the data store.After you activate a BOD mapping, you must activate the data store. The activation / deactivation ofBOD mappings is separate from data store activation. After you activate the data store, any BODsreceived by the Business Vault from that point on will be routed to and processed by the BOD mappingand populated in the data store.

I created data store tables and columns in the target database, activated the datastore, and activated the BOD mapping, but I don't see any values in the databasetables?In order to see values in the database tables, you must ensure that you have BODs flowing into thatdata store. If the BOD is stored in the Raw Data Vault, you can run a replay, which will replay a selectionof BODs from the Raw Data Vault to your data store.

What are custom mapping keywords?Specialized BOD mappings can be configured with custom mapping keywords. Custom Mappings usekeywords to provide specific mapping results to be populated in the database table. Certain CustomMapping keywords require a valid XPath, while others do not require an XPath. Certain Custom Mappingkeywords require variable parameters, in addition to the keyword. For more information on CustomMapping keywords, see the Infor ION Business Vault BOD Mapping User Guide.



What are the steps required for localizing a BOD mapping?You must configure your database table for localization. Then you can configure your localized columnsin each database table. For more details, see the Infor ION Business Vault BOD Mapping User Guide.

Does the Business Vault translate data?The Business Vault does not translate data. The localized values come from the BODs and are storedin the Data Store tables.



Download - Infor ION Business Vault Administration Guide...• Raw Data Vault You can use the Business Vault to store BOD messages in the RDV. The RDV contains all variations of the BOD messages

Top Related