Creating and Configuring Execution Settings

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Getting Started

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Lucanet Lume

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User Interface of Lucanet Consolidation & Financial Planning

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Basic Configuration

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Reporting & Analyzing

Import and Journals

Journals

Importing Data into Reporting Entities

Importing data into Lucanet.Financial Warehouse

All Steps at a Glance

Defining a Data Source

Creating and Configuring Data Transformations

Creating and Configuring Execution Settings

Executing the Data Import

Creating and Executing Scripts

Configuring Period Locks

Analyzing Databases

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Data Collection

Glossary

For a selected data source, an execution setting is used to specify for which elements of the Lucanet data model the import is to be executed. For every data source, any number of execution settings can be created.

To create an execution setting:

In the Import and Journal folder in the Overview, click the Importing data into Lucanet.Financial Warehouse workspace.

In the tree view of the workspace, right-click Execution settings and choose Create | Execution settings from the context menu:

The Create Execution Settings dialog is displayed:

Enter the name of the execution setting in the Element name field.

Choose the desired data source in the Data source drop-down list. All data sources created in the Data sources root folder are available for selection.

Click Save or press Enter to create the execution setting.

In the detail view of the execution setting, click Edit and configure the execution settings (see following section Configuring Execution Settings)

The following options for execution settings must be configured on the Configuration tab:

Option	Description
Data levels, adjustment levels, reporting entities	Data level, adjustment levels, and reporting entities for which the data are to be imported Note: For reporting entities, the technical ID of the reporting entity must be specified in the source system, if necessary, depending on the script used.
Fiscal year	Fiscal year from which the data are to be exported
Accounting periods	Accounting periods whose values are to be imported If you only want to specify one period, enter the same number in both fields.
Update opening balance sheet values	Activate this option if opening balance sheet values are to be copied (updated)

To perform the import, select the execution setting and click Execute in its detail view (see Executing the Data Import). Each time an execution setting is executed, the run is recorded on its own change log.

Open the Execution log tab in the execution setting's change log to see when it was last executed, whether the run succeeded, and to open the detailed process log for that run.