This page supplies some general recommendations related to refresh of Data Mart sources.
Use this page to learn how to activate, refresh and schedule Data Mart sources related to a dimension or Information Source entity.
Note: The recommendations on this page only targets Data Mart sources referenced by Information Sources available in IFS Business Reporting & Analysis services
First make sure that the Data Mart Source Cache is up-to-date.
Identify the Information Sources that are needed for the customer requirements.
The next step would then be to define how to refresh involved Data Mart source, i.e. how and when to create/update Data Mart sources, Materialized Views or incrementally loaded tables.
Normally the activation of Data Mart sources the next step, i.e. creating the first snapshot. This task can be handled separately by the assistant related to command Activate DM Source(s) in the Information Source page but since this can be a time consuming operation it is suggested to follow the recommendation in the following steps instead.
Use the Explore Data Mart Entities functionality to select an Information Source and set the related Materialized Views as Active.
All selected Data Mart sources, either based on Materialized Views or Incremental tables, referenced by the Information Source are set as Active.
Continue until all Information Sources have been taken care of.
Note: This action does not mean that any snapshots are created; selected Materialized Views are only defined as being Active
Figure 1: Set all Data Mart sources related to one Information Source as Active
Next create a new Data Mart Refresh Category or modify existing categories to include the Active Data Mart sources.
E.g. fact related Data Mart sources can be defined either in the same category or grouped into categories of same type, i.e. business area, product area, report related, functionality related etc.
Figure 2: Add Data Mart sources to a Data Mart Refresh Category
The assistant will give a warning if an attempt is made to add a Data Mart source that is already connected to another category.
Consider how to schedule the created/modified refresh categories.
Depending on the time it takes to perform the refresh it is of course possible to perform refresh 2-3 times a day as long as there is a time slot that permits this operation to be executed.
Use the Data Mart Refresh Categories page to make sure that correct Data Mart sources are defined in each one of the categories to be used.
Figure 3: Data Mart sources added to a Data Mart Refresh Category
Locate the Data Mart sources by looking at the list of connected Data Mart sources. Use the column Referenced by Other Categories to find the Data Mart sources that are referenced by more then one category.
Please refer to the Special Data Mart Source Related Subjects for more information.
Figure 4: Connected Data Mart Refresh Categories
Create a scheduled task that handles refresh of Data Mart sources connected to a category.
Figure 5: Schedule Task option in Data Mart Refresh Categories
Figure 6: New Database Task Schedule
Note: It is not required to run the
Data Mart Refresh Category schedules sequentially. If a given
Data Mart source is connected only to one category, those
categories can be refreshed in parallel to reduce the
overall time taken to refresh all the Data Mart sources.
Parallel execution can be achieved by defining the
Refresh Materialized View Categories schedule job
in a separate background queue and assigning more than one
process to the queue.
Read about
Batch Queues Configuration in the technical
documentation for more information.
Data Mart source delivered by IFS Applications are by default added to pre-defined refresh categories.
The reason is to simplify the setup of scheduled refresh tasks.
Figure 7: Predefined Data Mart Refresh Categories
With each pre-defined category also comes a Usage Note with a suggested refresh schedule.
All dimension related Data Mart sources have been grouped into the category named DIM_ALL
All translation specific Data Mart sources have been grouped into the category named TRANSLATIONS
Data Mart sources directly referenced by Fact views have been grouped into one category per product area.
Note: If a refresh category is
supposed to be used also to activate referenced Data Mart
sources, i.e. the schedule is supposed to be used for the
first as well as for all following refresh operations, it is
necessary to mark the Data Mart sources as
Active before
the task is scheduled.
How to mark Data Mart sources as
Active is described in
Special Data Mart
Related Subjects.
However in the detail part of the
Data Mart Refresh Category feature it is
also possible to activate connected Data Mart sources.
Incremental load, i.e. when the Data Mart source is a table that is incrementally updated, can be administrated in the same way as Materialized Views but since incremental load is, to some extent, supported by a separate framework there are a set of forms that are specifically dedicated for this Data Mart source.
Read more about incremental load on page Handling Incremental Load.