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Reference

This Reference section provides comprehensive definitions, quick reference guides, and visual indicators used throughout the EPMware system. Use this section to quickly look up field definitions, understand status indicators, and learn keyboard shortcuts for efficient navigation and operation.

The reference materials are organized into logical sections covering field definitions from request headers, status icons used throughout the system, and keyboard shortcuts for power users who want to navigate EPMware more efficiently.

Field Glossary

Comprehensive definitions of all fields and terms used throughout the EPMware system, organized by functional area.

Request Header Fields

  • Request ID: Unique system generated number that assigns a Request ID number to the request
  • Requested By: The LDAP of the Requestor
  • Request Date: Date the Request was created by the original Requestor
  • Due Date: Due date assigned by the Requestor
  • Description: A description of the Request entered by the Requestor
  • Request Status: Identifies the status of the Request: Open, Pending, Deployed, or Completed
  • Priority: Assigns a priority to the Request and filters the Workflow drop down list
  • Workflow: Lists Workflows to which the Requestor has security access. The Security Groups assigned to the Workflow via Tasks will filter the Applications and Dimensions based on the Security Groups
  • Workflow Status: This is a read only field that identifies the Status of the Workflow: Pending Submission, Submitted, Pending Review, Pending Approval, Reviewed or Completed
  • UD1: This is a user defined field defined by the Administrator
  • UD2: This is a user defined field defined by the Administrator
  • UD3: This is a user defined field defined by the Administrator

Deployment Fields

  • Deployment ID: Unique ID assigned to the Deployment
  • Name: Name of Deployment as defined on Manager Tab
  • Application: Application being deployed
  • Start Time: The date and time that the Deployment instance began running
  • End Time: The date and time that the Deployment instance completed
  • Status: Will display either Running or Completed
  • Message: Deployment progress messages
  • Files: Click to download the deployment files
  • Log: Will display the log file pertaining to this deployment instance

Workflow Terminology

  • Stage: A phase in the workflow process (Review, Approval, Validation, Deployment)
  • Task: Individual actions within a workflow stage
  • Approver: User authorized to approve requests at a specific stage
  • Reviewer: User authorized to review and validate requests
  • Recall: Action to return a request to a previous workflow stage

Application Terms

  • Dimension: Organizational structure for metadata (Account, Entity, Product, etc.)
  • Hierarchy: Tree structure showing parent-child relationships of members
  • Member: Individual element within a dimension (specific account, entity, product)
  • Property: Attribute or characteristic of a member (alias, description, data type)
  • Shared Member: Member that exists in multiple locations within the same dimension
  • Primary Member: Original location of a shared member
  • Parent Member: Member that has children in the hierarchy
  • Child Member: Member that reports to a parent in the hierarchy
  • Sibling Members: Members at the same level under the same parent

Status Icons

Visual indicators used throughout EPMware to show the current state of requests, deployments, and system processes.

Status Icons Overview
Complete set of status icons used throughout EPMware

Request Status Icons

Status Completed Completed - Request has been successfully processed and deployed

Status Pending Pending - Request is waiting for action (review, approval, or deployment)

Status Failed Failed - Request has encountered an error and requires intervention

Status Running Running - Request is currently being processed

Status Partial Partial - Some items completed successfully, others failed

Member Status Indicators

  • Red Font: Members pending deployment (changes not yet live)
  • Black Font: Members that are "live" in the target application
  • Yellow Background: Required fields in edit mode
  • Asterisk (*): Indicates required property fields

Workflow Status Indicators

  • Pending Submission: Request created but not yet submitted to workflow
  • Submitted: Request entered into workflow process
  • Pending Review: Request awaiting reviewer action
  • Pending Approval: Request awaiting approver action
  • Reviewed: Review stage completed successfully
  • Approved: Approval stage completed successfully
  • Validated: Validation stage completed successfully
  • Deployed: Request successfully deployed to target systems
  • Completed: All workflow stages finished successfully

Keyboard Shortcuts

Efficient keyboard shortcuts for navigating and operating EPMware more quickly.

Shortcut Action Context
Ctrl + N Create New Request Request interface
Ctrl + S Save Current Request Request editing
Ctrl + F Open Search Any grid or list
F5 Refresh Current View Any interface
Escape Close Dialog/Cancel Action Dialog boxes
Enter Confirm Action Dialog boxes
Tab Move to Next Field Forms and properties
Shift + Tab Move to Previous Field Forms and properties

Grid Navigation

Shortcut Action Context
Arrow Keys Navigate Grid Cells Any grid
Page Up/Down Scroll Grid Pages Large grids
Home Go to First Column Grid navigation
End Go to Last Column Grid navigation
Ctrl + Home Go to First Row Grid navigation
Ctrl + End Go to Last Row Grid navigation
Space Select/Deselect Row Multi-select grids

Hierarchy Navigation

Shortcut Action Context
+ or → Expand Node Hierarchy trees
- or ← Collapse Node Hierarchy trees
↑↓ Navigate Members Hierarchy selection
Ctrl + A Select All Multi-select operations
Delete Delete Selected Member management
F2 Rename Member Member editing

Right-Click Menu Shortcuts

Shortcut Action Context
Ctrl + C Copy Member Hierarchy management
Ctrl + X Cut Member Hierarchy management
Ctrl + V Paste Member Hierarchy management
Ctrl + Z Undo Last Action Property editing
Ctrl + Y Redo Action Property editing

Report Generation

Shortcut Action Context
Ctrl + P Print Report Report viewing
Ctrl + E Export Report Report generation
Ctrl + R Run/Generate Report Report interface

Quick Reference Tables

Request Priorities

Priority Description Workflow Impact
High Urgent requests requiring immediate attention Expedited approval process
Medium Standard business requests Normal approval timeline
Low Non-critical requests Extended approval timeline acceptable

Export Formats

Format Best Used For File Extension
Excel Data analysis and manipulation .xlsx
PDF Documentation and sharing .pdf
CSV Data import and integration .csv

Common Error Messages

Error Cause Resolution
"Member is locked" Another user editing member Wait or contact administrator
"Invalid property value" Data doesn't meet validation rules Check property requirements
"Insufficient permissions" User lacks required access Contact administrator for access
"Deployment failed" Target system unavailable Check system status and retry