Datamart Default OBS Units

Document ID : KB000021750
Last Modified Date : 14/02/2018
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Introduction:

The Administrator must select one Default OBS Unit for Projects and Resources on the Administration, Data Administration: Datamart Settings page to allow the Datamart Extraction and Datamart Rollup jobs to successfully execute. What is the purpose of setting these Datamart Default OBS Units?

Solution:

It was originally created to offer custom report writers the ability to reference the default OBS value in their reporting; however, now with the Data Warehouse and Advanced Reporting as the current reporting solution, the Datamart has been overshadowed from a functionality perspective.  The Datamart is still required for non-reporting uses within the application and therefore, it is still required that at least 1 Project and 1 Resource default OBS Unit is selected in the configuration for a successful exection of the jobs.

The Datamart Default OBS functionality is not currently used nor referenced by any out-of-the-box report nor portlet.

All of the out-of-the-box reports and Portlets currently reference the OBS value setting found on the instance being reported on - e.g. the OBS value assigned to a project, or the OBS value assigned to a resource.

Thus, if the instance (project, NPIO, resource) lacks an OBS value, then the out-of-the-box reports and/or Portlets will not display those instances should you filter by an OBS value.

When it comes to financial transactions - the application requires that an OBS value be associated with each instance. The application will highlight those transactions lacking an OBS value and will require you to update the item(s) should you want that transaction to officially get posted into the WIP table.

The configuration requirements for the Datamart Default OBS values continue to exist - that is to say that when you first configure CA PPM, you must identify a Default OBS unit value for both projects and resources. While this may be an unused configuration for custom reporting, you may want to consider for the Project OBS Default to identify a unit at the top level of the OBS that will be used for the project object, and do the same for the Resource OBS Default by identifying a unit at the top level of the OBS that will be used for the resource object. As an additional note, the OBS chosen does not need to be one of the two financial OBS's.

Configuration impact to the performance of the Datamart jobs:

The application allows the Administrator to configure up to 5 default Project OBS units and 5 Resource OBS units. Configuring more than one type of structure to set the default OBS unit will impact the performance of the Datamart Extraction and Datamart Rollup jobs based on the amount of data to be processed. When you defined a default OBS unit, the jobs will check each record to determine if the project or resource has an OBS Unit saved for each OBS type and update the NBI tables.

Changing the OBS Units on the Datamart Settings page is allowed.  If you change the setting, be sure to run the 'Datamart Extraction' job.  This job will clean out the table and repopulate it with the new configuration.

Additional Information:

Reference TEC543624 : No 'New' Button is showing to add OBS for Resource

Reference TEC435612 : Datamart: Technical White Paper