Performance Management Framework Technical Library
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Performance Management
Performance Management Framework 8.2
Performance Management Framework Overview
Introduction to PMF
Working With PMF
WebFOCUS Components Used by PMF
Finding It: Authors
Finding It: Administrators
Shared Roles for Authors and Administrators
Finding It: Analysts
Finding It: Consumers
Finding It: Developers
Finding It: Installers
Milestones in the Performance Management Process
Performance Management Framework User
PMF Overview
Working With PMF Views
Today Page
Working With Scorecards, Filters, and Content
Strategy Map
Previous vs. Current and Prior vs. Current
Rolling 5 Periods
Executive Booklet
Correlation
Scorecard Views
Objective Views
Understanding Compound Objectives and Consequences
Understanding Risks
Predictive Analysis Views
Measure Views
Project Views
Process Views
Performance Views
Properties Views
Using the Analysis Designer
Feedback Blogging
Scheduling Reports and Views
Managing Project Tasks
Managing Alerts
Working With Measure Tasks
Inputting User-Entered Sources
Working with Dashboards
Performance Management Framework Author
Implementing PMF
PMF Prerequisites
Getting Started as a PMF Author
Authoring in PMF
Navigating PMF: Adding, Changing, and Deleting Items
Scorecarding
Navigating the Author Page
Creating a New Scorecard
Creating Strategy and Risk Objects
Drawing a Strategy Map
Adding Themes to a Strategy Map
Linking Projects and Processes to Objectives in the Strategy Map
Understanding Measures
Indicator Concepts
Weighting Measures Across Objectives
Weighting Objectives Across a Strategy
Automatic Equal Weighting
Setting a Basis for Descending Measures
Overriding Measures at the Measure Level
Working with Projects
Documenting Your Work
Scorecard-Specific Data Access Security
Author Scorecard Options
Performance Management Framework Administrator
Getting Started as a PMF Administrator
Managing Metadata
Thinking About Users and Security
Adding, Changing, Deleting, and Importing Users (Owners)
Understanding Functional and Access Roles
Working With Scorecard Security
Working With the New Data Model
What Are Sources?
What Are Datapoints?
Scheduling Loads and Updates
Setting Measure Access for Users (Owners)
Specifying Dimensions and Measures
Creating Units of Measure Conversion Profiles
Planning Considerations for Loading Dimensions
Working With a Dimension Load
Setting Up a Distinct Count Dimension
Inputting User-Entered Dimensions
Editing Existing Loaded Dimension Values
Planning Considerations For Loading Sources
Working With Measures
Specifying Alternate Targets
Excluding a Measure Series From Access Security
Previewing Loadable Sources and Load Measure Data
Managing Content
Working with Snapshots
Administration Views
Designing Gadgets
Designing a Dashboard
Manage Page - Quick Reference
Viewing and Editing Default Settings
Tips for Administrators and Authors
Administrators: Hiding Content From Users
Administrators: Automated Upgrades
Administrators: Styling the Look and Feel of PMF
Authors: Creating a Scorecard
Troubleshooting Measure Data Issues
Troubleshooting and Debugging Aids
Designing a PMF Quick Reporting Mart
Catalog of Available Gadgets
Gadget Catalog
Launch PDF
Performance Management Framework Installation and Configuration Guide 8.2
Understanding PMF Installations
Introducing PMF
Locating Where PMF Components are Installed or Configured
Understanding Security and PMF
Understanding Single-Tier and Multi-Tier Installations
Interoperation With WebFOCUS
Understanding Multi-Tenancy
PMF Language Display
Planning Your PMF Installation
Installation Requirements
Considerations for Installing PMF
Configuration Considerations for Multi-Tenancy
Performing a New PMF Installation
Installing PMF in WebFOCUS 8
Setting Up Your Data Mart Connection
Setting Up the PMF Data Mart in Your RDBMS
Installing PMF for Multi-Tenancy
Changing Language Display
Using the Unattended Install
MR External Security (Realm Security: Setting Up a Bootstrap User)
Configuring PMF to Communicate With ReportCaster
Upgrading a PMF Installation
Upgrade the Application
Upgrading PMF Data
Confirming a PMF Installation or Upgrade
Verifying an Installation or Upgrade
Working with Snapshots
Maintaining a PMF Installation
Installing Hotfixes
Upgrading WebFOCUS Server and Client on an Active PMF Environment
Synchronizing IBFS Security Users With PMF
Manually Creating Users
PMF Font Format Issue
Optimizing PMF Performance
Accessibility Capabilities
Reference
Estimating PMF Database Size
Pointing PMF to a Different Data Mart
Troubleshooting Common Issues
Common PMF Errors
Troubleshooting and Debugging Aids
Getting SLP to Work With Your WebFOCUS Installation
Using SLP With PMF
Using SLP For Any IBFS Folder
Launch PDF
Performance Management Framework 8.1
Performance Management Framework Overview
Introduction to PMF
Working With PMF
WebFOCUS Components Used by PMF
Finding It: Authors
Finding It: Administrators
Shared Roles for Authors and Administrators
Finding It: Analysts
Finding It: Consumers
Finding It: Developers
Finding It: Installers
Milestones in the Performance Management Process
Performance Management Framework User
PMF Overview
Working With PMF Views
Today Page
Working With Scorecards, Filters, and Content
Strategy Map
Previous vs. Current and Prior vs. Current
Rolling 5 Periods
Executive Booklet
Correlation
Scorecard Views
Objective Views
Understanding Compound Objectives and Consequences
Understanding Risks
Predictive Analysis Views
Measure Views
Project Views
Process Views
Performance Views
Properties Views
Using the Analysis Designer
Feedback Blogging
Scheduling Reports and Views
Managing Project Tasks
Managing Alerts
Working With Measure Tasks
Inputting User-Entered Measures
Inputting User-Entered Sources
Working with Dashboards
Performance Management Framework Author
Implementing PMF
PMF Prerequisites
Getting Started as a PMF Author
Authoring in PMF
Navigating PMF: Adding, Changing, and Deleting Items
Scorecarding
Navigating the Author Page
Creating a New Scorecard
Creating Strategy and Risk Objects
Drawing a Strategy Map
Adding Themes to a Strategy Map
Linking Projects and Processes to Objectives in the Strategy Map
Understanding Measures
Indicator Concepts
Weighting Measures Across Objectives
Weighting Objectives Across a Strategy
Automatic Equal Weighting
Setting a Basis for Descending Measures
Overriding Measures at the Measure Level
Working with Projects
Documenting Your Work
Scorecard-Specific Data Access Security
Author Scorecard Options
Performance Management Framework Administrator
Getting Started as a PMF Administrator
Managing Metadata
Thinking About Users and Security
Adding, Changing, Deleting, and Importing Users (Owners)
Understanding Functional and Access Roles
Working With Scorecard Security
Working With the New Data Model
What Are Sources?
What Are Datapoints?
Scheduling Loads and Updates
Setting Measure Access for Users (Owners)
Specifying Dimensions and Measures
Creating Units of Measure Conversion Profiles
Planning Considerations for Loading Dimensions
Working With a Dimension Load
Setting Up a Distinct Count Dimension
Inputting User-Entered Dimensions
Editing Existing Loaded Dimension Values
Planning Considerations For Loading Sources
Working With Measures
Where to Attach Your Measures
Specifying Alternate Targets
Excluding a Measure Series From Access Security
Previewing Loadable Sources and Load Measure Data
Managing Content
Working with Snapshots
Administration Views
Designing Gadgets
Designing a Dashboard
Manage Page - Quick Reference
Viewing and Editing Default Settings
Tips for Administrators and Authors
Administrators: Dashboard Design Tips
Administrators: Hiding Content From Users
Administrators: Automated Upgrades
Administrators: Styling the Look and Feel of PMF
Styling the Simple Lightweight Page (SLP) Manager
Authors: Creating a Scorecard
Troubleshooting Measure Data Issues
Troubleshooting and Debugging Aids
Designing a PMF Quick Reporting Mart
Catalog of Available Gadgets
Gadget Catalog
Working With Legacy Measures
Launch PDF
Performance Management Framework Release 8
Performance Management Framework Overview
Introduction to PMF
Working With PMF
WebFOCUS Components Used by PMF
Finding It: Authors
Finding It: Administrators
Shared Roles for Authors and Administrators
Finding It: Analysts
Finding It: Consumers
Finding It: Developers
Finding It: Installers
Milestones in the Performance Management Process
Performance Management Framework User
PMF Overview
Accessing Views
Working With PMF Views
Working With the Analytics Tab
Strategy Map
Previous vs. Current and Prior vs. Current
Rolling 5 Periods
Executive Booklet
Correlation
Scorecard Views
Objective Views
Understanding Compound Objectives and Consequences
Understanding Risks
Predictive Analysis Views
Measure Views
Project Views
Process Views
Performance Views
Properties Views
Using the Analysis Designer
Today Tab
Feedback Blogging
Scheduling Reports and Views
Managing Project Tasks
Managing Alerts
Working With Measure Tasks
Inputting User-Entered Measures
Inputting User-Entered Sources
Working with Dashboards
Using PMF Content on your Mobile Device
Performance Management Framework Author
Implementing PMF
PMF Prerequisites
Getting Started as a PMF Author
Authoring in PMF
Navigating PMF: Adding, Changing, and Deleting Items
Scorecarding
Navigating the Author Tab
Creating a New Scorecard
Creating Strategy and Risk Objects
Drawing a Strategy Map
Adding Themes to a Strategy Map
Linking Projects and Processes to Objectives in the Strategy Map
Understanding Measures
Indicator Concepts
Weighting Measures Across Objectives
Weighting Objectives Across a Strategy
Automatic Equal Weighting
Setting a Basis for Descending Measures
Overriding Measures at the Measure Level
Documenting Your Work
Scorecard-Specific Data Access Security
Author Scorecard Options
PMF Tabs - Quick Reference for Authors
Performance Management Framework Administrator
Getting Started as a PMF Administrator
Managing Metadata
Thinking About Users and Security
Adding, Changing, Deleting, and Importing Users (Owners)
Understanding Functional and Access Roles
Working With Scorecard Security
Working With the New Data Model
What Are Sources?
What Are Datapoints?
Scheduling Loads and Updates
Setting Measure Access for Users (Owners)
Specifying Dimensions and Measures
Creating Units of Measure Conversion Profiles
Planning Considerations for Loading Dimensions
Working With a Dimension Load
Setting Up a Distinct Count Dimension
Inputting User-Entered Dimensions
Editing Existing Loaded Dimension Values
Planning Considerations For Loading Sources
Working With Measures
Where to Attach Your Measures
Loading Legacy Measures
Excluding a Measure Series From Access Security
Interpreting the Measure Loader Report
Scheduling Measure Loads
Previewing Loadable Sources and Load Measure Data
Managing Content
Working with Snapshots
Administration Views
Designing Gadgets
Designing a Dashboard
Manage Tab - Quick Reference
Viewing and Editing Default Settings
Tips for Administrators and Authors
Displaying Static Tabs With Dynamic Dashboards
Administrators: Dashboard Design Tips
Administrators: Hiding Content From Users
Administrators: Automated Upgrades
Administrators: Styling the Look and Feel of PMF
Authors: Creating a Scorecard
Troubleshooting Measure Data Issues
Troubleshooting and Debugging Aids
Catalog of Available Gadgets
Gadget Catalog
Launch PDF
Performance Management Framework Installation and Configuration 8.1
Understanding PMF Installations
Introducing PMF
Locating Where PMF Components are Installed or Configured
Understanding Security and PMF
Understanding Single-Tier and Multi-Tier Installations
Interoperation With WebFOCUS
Understanding Multi-Tenancy
PMF Language Display
Planning Your PMF Installation
Installation Requirements
Considerations for Installing PMF
Configuration Considerations for Multi-Tenancy
Performing a New PMF Installation
Installing PMF in WebFOCUS 8
Setting Up Your Data Mart Connection
Setting Up the PMF Data Mart in Your RDBMS
Installing PMF for Multi-Tenancy
Changing Language Display
MR External Security (Realm Security: Setting Up a Bootstrap User)
Configuring PMF to Communicate With ReportCaster
Upgrading a PMF Installation
Upgrade the Application
Upgrading PMF Data
Confirming a PMF Installation or Upgrade
Verifying an Installation or Upgrade
Working with Snapshots
Maintaining a PMF Installation
Installing Hotfixes
Upgrading WebFOCUS Server and Client on an Active PMF Environment
Synchronizing IBFS Security Users With PMF
Manually Creating Users
PMF Font Format Issue
Optimizing PMF Performance
Accessibility Capabilities
Reference
Estimating PMF Database Size
Pointing PMF to a Different Data Mart
Troubleshooting Common Issues
Common PMF Errors
Troubleshooting and Debugging Aids
Getting SLP to Work With Your WebFOCUS Installation
Launch PDF
Performance Management Framework Release 5.3.2
Performance Management Framework Overview
Introduction to PMF
Working With PMF
WebFOCUS Components Used by PMF
Finding It: Authors
Finding It: Administrators
Shared Roles for Authors and Administrators
Finding It: Analysts
Finding It: Consumers
Finding It: Developers
Finding It: Installers
Milestones in the Performance Management Process
Performance Management Framework User
PMF Overview
Accessing Views
Working With PMF Views
Working With the Analytics Tab
Strategy Map
Previous vs. Current and Prior vs. Current
Rolling 5 Periods
Executive Booklet
Correlation
Scorecard Views
Objective Views
Understanding Compound Objectives and Consequences
Understanding Risks
Predictive Analysis Views
Measure Views
Project Views
Process Views
Performance Views
Properties Views
Using the Analysis Designer
Today Tab
Feedback Blogging
Scheduling Reports and Views
Managing Alerts
Working With Measure Tasks
Inputting User-Entered Measures
Inputting User-Entered Sources
Working with Dashboards
Using PMF Content on your Mobile Device
Performance Management Framework Author
Implementing PMF
PMF Prerequisites
Getting Started as a PMF Author
Authoring in PMF
Navigating PMF: Adding, Changing, and Deleting Items
Scorecarding
Navigating the Author Tab
Creating a New Scorecard
Creating Strategy and Risk Objects
Drawing the Strategy Map
Adding Themes to a Strategy Map
Linking Projects and Processes to Objectives in the Strategy Map
Understanding Measures
Adding and Editing Measures
Indicator Concepts
Weighting Measures Across Objectives
Weighting Objectives Across a Strategy
Setting a Basis for Descending Measures
Overriding Measures at the Measure Level
Documenting Your Work
Scorecard-Specific Data Access Security
Author Scorecard Options
PMF Tabs - Quick Reference for Authors
Performance Management Framework Administrator
Getting Started as a PMF Administrator
Managing Metadata
Thinking About Users and Security
Adding, Changing, Deleting, and Importing Users (Owners)
Understanding Functional and Access Roles
Working With Scorecard Security
Working With the New Data Model
What Are Sources?
What Are Datapoints?
Scheduling Loads and Updates
Setting Measure Access for Users (Owners)
Specifying Dimensions and Measures
Creating Units of Measure Conversion Profiles
Planning Considerations for Loading Dimensions
Designing Dimension Loads
Working With a Dimension Load
Setting Up a Distinct Count Dimension
Inputting User-Entered Dimensions
Editing Existing Loaded Dimension Values
Planning Considerations For Loading Sources
Working With Measures
Where to Attach Your Measures
Designing a Simple Measure Load
Excluding a Measure Series From Access Security
Interpreting the Measure Loader Report
Scheduling Measure Loads
Previewing Loadable Sources and Load Measure Data
Managing Content
Administration Views
Designing Gadgets
Designing a Dashboard
Manage Tab - Quick Reference
Viewing and Editing Default Settings
Tips for Administrators and Authors
Displaying Static Tabs With Dynamic Dashboards
Administrators: Dashboard Design Tips
Administrators: Creating Measures With the New Measure Wizard
Administrators: Hiding Content From Users
Administrators: Automated Upgrades
Administrators: Styling the Look and Feel of PMF
Authors: Creating a Scorecard
Troubleshooting Measure Data Issues
Troubleshooting and Debugging Aids
Launch PDF
Performance Management Framework Installation and Configuration Release 5.3
Understanding PMF Installations
Introducing PMF
Locating Where PMF Components are Installed or Configured
Understanding Security and PMF
Understanding Single-Tier and Multi-Tier Installations
Interoperation With WebFOCUS
Understanding Multi-Tenancy
PMF Language Display
Planning Your PMF Installation
Installation Requirements
Considerations for Installing PMF
Configuration Considerations for Multi-Tenancy
Performing a New PMF Installation
Installing PMF in WebFOCUS 7
Installing PMF in WebFOCUS 8
Setting Up Your Data Mart Connection
Setting Up the PMF Data Mart in Your RDBMS
Installing PMF for Multi-Tenancy
Changing Language Display
MR External Security (Realm Security: Setting Up a Bootstrap User)
Configuring PMF to Communicate With ReportCaster
Upgrading a PMF Installation
Upgrade the Application
Upgrading PMF Data
Confirming a PMF Installation or Upgrade
Verifying an Installation or Upgrade
Snapshot and Restore
Manually Creating a BID Portal View for PMF
Maintaining a PMF Installation
Installing Hotfixes
Upgrading WebFOCUS Server and Client on an Active PMF Environment
Synchronizing Manage Reporting Users With PMF
Manually Creating Users
PMF Font Format Issue
Optimizing PMF Performance
Accessibility Capabilities
Reference
Estimating PMF Database Size
Pointing PMF to a Different Data Mart
Troubleshooting Common Issues
Common PMF Errors
Troubleshooting and Debugging Aids
Launch PDF
Performance Management Framework 8.2
Performance Management Framework Overview
Introduction to PMF
Working With PMF
WebFOCUS Components Used by PMF
Finding It: Authors
Finding It: Administrators
Shared Roles for Authors and Administrators
Finding It: Analysts
Finding It: Consumers
Finding It: Developers
Finding It: Installers
Milestones in the Performance Management Process
Performance Management Framework User
PMF Overview
Working With PMF Views
Today Page
Working With Scorecards, Filters, and Content
Strategy Map
Previous vs. Current and Prior vs. Current
Rolling 5 Periods
Executive Booklet
Correlation
Scorecard Views
Objective Views
Understanding Compound Objectives and Consequences
Understanding Risks
Predictive Analysis Views
Measure Views
Project Views
Process Views
Performance Views
Properties Views
Using the Analysis Designer
Feedback Blogging
Scheduling Reports and Views
Managing Project Tasks
Managing Alerts
Working With Measure Tasks
Inputting User-Entered Sources
Working with Dashboards
Performance Management Framework Author
Implementing PMF
PMF Prerequisites
Getting Started as a PMF Author
Authoring in PMF
Navigating PMF: Adding, Changing, and Deleting Items
Scorecarding
Navigating the Author Page
Creating a New Scorecard
Creating Strategy and Risk Objects
Drawing a Strategy Map
Adding Themes to a Strategy Map
Linking Projects and Processes to Objectives in the Strategy Map
Understanding Measures
Indicator Concepts
Weighting Measures Across Objectives
Weighting Objectives Across a Strategy
Automatic Equal Weighting
Setting a Basis for Descending Measures
Overriding Measures at the Measure Level
Working with Projects
Documenting Your Work
Scorecard-Specific Data Access Security
Author Scorecard Options
Performance Management Framework Administrator
Getting Started as a PMF Administrator
Managing Metadata
Thinking About Users and Security
Adding, Changing, Deleting, and Importing Users (Owners)
Understanding Functional and Access Roles
Working With Scorecard Security
Working With the New Data Model
What Are Sources?
What Are Datapoints?
Scheduling Loads and Updates
Setting Measure Access for Users (Owners)
Specifying Dimensions and Measures
Creating Units of Measure Conversion Profiles
Planning Considerations for Loading Dimensions
Working With a Dimension Load
Setting Up a Distinct Count Dimension
Inputting User-Entered Dimensions
Editing Existing Loaded Dimension Values
Planning Considerations For Loading Sources
Working With Measures
Specifying Alternate Targets
Excluding a Measure Series From Access Security
Previewing Loadable Sources and Load Measure Data
Managing Content
Working with Snapshots
Administration Views
Designing Gadgets
Designing a Dashboard
Manage Page - Quick Reference
Viewing and Editing Default Settings
Tips for Administrators and Authors
Administrators: Hiding Content From Users
Administrators: Automated Upgrades
Administrators: Styling the Look and Feel of PMF
Authors: Creating a Scorecard
Troubleshooting Measure Data Issues
Troubleshooting and Debugging Aids
Designing a PMF Quick Reporting Mart
Catalog of Available Gadgets
Gadget Catalog
Launch PDF
Performance Management Framework Installation and Configuration Guide 8.2
Understanding PMF Installations
Introducing PMF
Locating Where PMF Components are Installed or Configured
Understanding Security and PMF
Understanding Single-Tier and Multi-Tier Installations
Interoperation With WebFOCUS
Understanding Multi-Tenancy
PMF Language Display
Planning Your PMF Installation
Installation Requirements
Considerations for Installing PMF
Configuration Considerations for Multi-Tenancy
Performing a New PMF Installation
Installing PMF in WebFOCUS 8
Setting Up Your Data Mart Connection
Setting Up the PMF Data Mart in Your RDBMS
Installing PMF for Multi-Tenancy
Changing Language Display
Using the Unattended Install
MR External Security (Realm Security: Setting Up a Bootstrap User)
Configuring PMF to Communicate With ReportCaster
Upgrading a PMF Installation
Upgrade the Application
Upgrading PMF Data
Confirming a PMF Installation or Upgrade
Verifying an Installation or Upgrade
Working with Snapshots
Maintaining a PMF Installation
Installing Hotfixes
Upgrading WebFOCUS Server and Client on an Active PMF Environment
Synchronizing IBFS Security Users With PMF
Manually Creating Users
PMF Font Format Issue
Optimizing PMF Performance
Accessibility Capabilities
Reference
Estimating PMF Database Size
Pointing PMF to a Different Data Mart
Troubleshooting Common Issues
Common PMF Errors
Troubleshooting and Debugging Aids
Getting SLP to Work With Your WebFOCUS Installation
Using SLP With PMF
Using SLP For Any IBFS Folder
Launch PDF
Performance Management Framework 8.1
Performance Management Framework Overview
Introduction to PMF
Working With PMF
WebFOCUS Components Used by PMF
Finding It: Authors
Finding It: Administrators
Shared Roles for Authors and Administrators
Finding It: Analysts
Finding It: Consumers
Finding It: Developers
Finding It: Installers
Milestones in the Performance Management Process
Performance Management Framework User
PMF Overview
Working With PMF Views
Today Page
Working With Scorecards, Filters, and Content
Strategy Map
Previous vs. Current and Prior vs. Current
Rolling 5 Periods
Executive Booklet
Correlation
Scorecard Views
Objective Views
Understanding Compound Objectives and Consequences
Understanding Risks
Predictive Analysis Views
Measure Views
Project Views
Process Views
Performance Views
Properties Views
Using the Analysis Designer
Feedback Blogging
Scheduling Reports and Views
Managing Project Tasks
Managing Alerts
Working With Measure Tasks
Inputting User-Entered Measures
Inputting User-Entered Sources
Working with Dashboards
Performance Management Framework Author
Implementing PMF
PMF Prerequisites
Getting Started as a PMF Author
Authoring in PMF
Navigating PMF: Adding, Changing, and Deleting Items
Scorecarding
Navigating the Author Page
Creating a New Scorecard
Creating Strategy and Risk Objects
Drawing a Strategy Map
Adding Themes to a Strategy Map
Linking Projects and Processes to Objectives in the Strategy Map
Understanding Measures
Indicator Concepts
Weighting Measures Across Objectives
Weighting Objectives Across a Strategy
Automatic Equal Weighting
Setting a Basis for Descending Measures
Overriding Measures at the Measure Level
Working with Projects
Documenting Your Work
Scorecard-Specific Data Access Security
Author Scorecard Options
Performance Management Framework Administrator
Getting Started as a PMF Administrator
Managing Metadata
Thinking About Users and Security
Adding, Changing, Deleting, and Importing Users (Owners)
Understanding Functional and Access Roles
Working With Scorecard Security
Working With the New Data Model
What Are Sources?
What Are Datapoints?
Scheduling Loads and Updates
Setting Measure Access for Users (Owners)
Specifying Dimensions and Measures
Creating Units of Measure Conversion Profiles
Planning Considerations for Loading Dimensions
Working With a Dimension Load
Setting Up a Distinct Count Dimension
Inputting User-Entered Dimensions
Editing Existing Loaded Dimension Values
Planning Considerations For Loading Sources
Working With Measures
Where to Attach Your Measures
Specifying Alternate Targets
Excluding a Measure Series From Access Security
Previewing Loadable Sources and Load Measure Data
Managing Content
Working with Snapshots
Administration Views
Designing Gadgets
Designing a Dashboard
Manage Page - Quick Reference
Viewing and Editing Default Settings
Tips for Administrators and Authors
Administrators: Dashboard Design Tips
Administrators: Hiding Content From Users
Administrators: Automated Upgrades
Administrators: Styling the Look and Feel of PMF
Styling the Simple Lightweight Page (SLP) Manager
Authors: Creating a Scorecard
Troubleshooting Measure Data Issues
Troubleshooting and Debugging Aids
Designing a PMF Quick Reporting Mart
Catalog of Available Gadgets
Gadget Catalog
Working With Legacy Measures
Launch PDF
Performance Management Framework Release 8
Performance Management Framework Overview
Introduction to PMF
Working With PMF
WebFOCUS Components Used by PMF
Finding It: Authors
Finding It: Administrators
Shared Roles for Authors and Administrators
Finding It: Analysts
Finding It: Consumers
Finding It: Developers
Finding It: Installers
Milestones in the Performance Management Process
Performance Management Framework User
PMF Overview
Accessing Views
Working With PMF Views
Working With the Analytics Tab
Strategy Map
Previous vs. Current and Prior vs. Current
Rolling 5 Periods
Executive Booklet
Correlation
Scorecard Views
Objective Views
Understanding Compound Objectives and Consequences
Understanding Risks
Predictive Analysis Views
Measure Views
Project Views
Process Views
Performance Views
Properties Views
Using the Analysis Designer
Today Tab
Feedback Blogging
Scheduling Reports and Views
Managing Project Tasks
Managing Alerts
Working With Measure Tasks
Inputting User-Entered Measures
Inputting User-Entered Sources
Working with Dashboards
Using PMF Content on your Mobile Device
Performance Management Framework Author
Implementing PMF
PMF Prerequisites
Getting Started as a PMF Author
Authoring in PMF
Navigating PMF: Adding, Changing, and Deleting Items
Scorecarding
Navigating the Author Tab
Creating a New Scorecard
Creating Strategy and Risk Objects
Drawing a Strategy Map
Adding Themes to a Strategy Map
Linking Projects and Processes to Objectives in the Strategy Map
Understanding Measures
Indicator Concepts
Weighting Measures Across Objectives
Weighting Objectives Across a Strategy
Automatic Equal Weighting
Setting a Basis for Descending Measures
Overriding Measures at the Measure Level
Documenting Your Work
Scorecard-Specific Data Access Security
Author Scorecard Options
PMF Tabs - Quick Reference for Authors
Performance Management Framework Administrator
Getting Started as a PMF Administrator
Managing Metadata
Thinking About Users and Security
Adding, Changing, Deleting, and Importing Users (Owners)
Understanding Functional and Access Roles
Working With Scorecard Security
Working With the New Data Model
What Are Sources?
What Are Datapoints?
Scheduling Loads and Updates
Setting Measure Access for Users (Owners)
Specifying Dimensions and Measures
Creating Units of Measure Conversion Profiles
Planning Considerations for Loading Dimensions
Working With a Dimension Load
Setting Up a Distinct Count Dimension
Inputting User-Entered Dimensions
Editing Existing Loaded Dimension Values
Planning Considerations For Loading Sources
Working With Measures
Where to Attach Your Measures
Loading Legacy Measures
Excluding a Measure Series From Access Security
Interpreting the Measure Loader Report
Scheduling Measure Loads
Previewing Loadable Sources and Load Measure Data
Managing Content
Working with Snapshots
Administration Views
Designing Gadgets
Designing a Dashboard
Manage Tab - Quick Reference
Viewing and Editing Default Settings
Tips for Administrators and Authors
Displaying Static Tabs With Dynamic Dashboards
Administrators: Dashboard Design Tips
Administrators: Hiding Content From Users
Administrators: Automated Upgrades
Administrators: Styling the Look and Feel of PMF
Authors: Creating a Scorecard
Troubleshooting Measure Data Issues
Troubleshooting and Debugging Aids
Catalog of Available Gadgets
Gadget Catalog
Launch PDF
Performance Management Framework Installation and Configuration 8.1
Understanding PMF Installations
Introducing PMF
Locating Where PMF Components are Installed or Configured
Understanding Security and PMF
Understanding Single-Tier and Multi-Tier Installations
Interoperation With WebFOCUS
Understanding Multi-Tenancy
PMF Language Display
Planning Your PMF Installation
Installation Requirements
Considerations for Installing PMF
Configuration Considerations for Multi-Tenancy
Performing a New PMF Installation
Installing PMF in WebFOCUS 8
Setting Up Your Data Mart Connection
Setting Up the PMF Data Mart in Your RDBMS
Installing PMF for Multi-Tenancy
Changing Language Display
MR External Security (Realm Security: Setting Up a Bootstrap User)
Configuring PMF to Communicate With ReportCaster
Upgrading a PMF Installation
Upgrade the Application
Upgrading PMF Data
Confirming a PMF Installation or Upgrade
Verifying an Installation or Upgrade
Working with Snapshots
Maintaining a PMF Installation
Installing Hotfixes
Upgrading WebFOCUS Server and Client on an Active PMF Environment
Synchronizing IBFS Security Users With PMF
Manually Creating Users
PMF Font Format Issue
Optimizing PMF Performance
Accessibility Capabilities
Reference
Estimating PMF Database Size
Pointing PMF to a Different Data Mart
Troubleshooting Common Issues
Common PMF Errors
Troubleshooting and Debugging Aids
Getting SLP to Work With Your WebFOCUS Installation
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Performance Management Framework Release 5.3.2
Performance Management Framework Overview
Introduction to PMF
Working With PMF
WebFOCUS Components Used by PMF
Finding It: Authors
Finding It: Administrators
Shared Roles for Authors and Administrators
Finding It: Analysts
Finding It: Consumers
Finding It: Developers
Finding It: Installers
Milestones in the Performance Management Process
Performance Management Framework User
PMF Overview
Accessing Views
Working With PMF Views
Working With the Analytics Tab
Strategy Map
Previous vs. Current and Prior vs. Current
Rolling 5 Periods
Executive Booklet
Correlation
Scorecard Views
Objective Views
Understanding Compound Objectives and Consequences
Understanding Risks
Predictive Analysis Views
Measure Views
Project Views
Process Views
Performance Views
Properties Views
Using the Analysis Designer
Today Tab
Feedback Blogging
Scheduling Reports and Views
Managing Alerts
Working With Measure Tasks
Inputting User-Entered Measures
Inputting User-Entered Sources
Working with Dashboards
Using PMF Content on your Mobile Device
Performance Management Framework Author
Implementing PMF
PMF Prerequisites
Getting Started as a PMF Author
Authoring in PMF
Navigating PMF: Adding, Changing, and Deleting Items
Scorecarding
Navigating the Author Tab
Creating a New Scorecard
Creating Strategy and Risk Objects
Drawing the Strategy Map
Adding Themes to a Strategy Map
Linking Projects and Processes to Objectives in the Strategy Map
Understanding Measures
Adding and Editing Measures
Indicator Concepts
Weighting Measures Across Objectives
Weighting Objectives Across a Strategy
Setting a Basis for Descending Measures
Overriding Measures at the Measure Level
Documenting Your Work
Scorecard-Specific Data Access Security
Author Scorecard Options
PMF Tabs - Quick Reference for Authors
Performance Management Framework Administrator
Getting Started as a PMF Administrator
Managing Metadata
Thinking About Users and Security
Adding, Changing, Deleting, and Importing Users (Owners)
Understanding Functional and Access Roles
Working With Scorecard Security
Working With the New Data Model
What Are Sources?
What Are Datapoints?
Scheduling Loads and Updates
Setting Measure Access for Users (Owners)
Specifying Dimensions and Measures
Creating Units of Measure Conversion Profiles
Planning Considerations for Loading Dimensions
Designing Dimension Loads
Working With a Dimension Load
Setting Up a Distinct Count Dimension
Inputting User-Entered Dimensions
Editing Existing Loaded Dimension Values
Planning Considerations For Loading Sources
Working With Measures
Where to Attach Your Measures
Designing a Simple Measure Load
Excluding a Measure Series From Access Security
Interpreting the Measure Loader Report
Scheduling Measure Loads
Previewing Loadable Sources and Load Measure Data
Managing Content
Administration Views
Designing Gadgets
Designing a Dashboard
Manage Tab - Quick Reference
Viewing and Editing Default Settings
Tips for Administrators and Authors
Displaying Static Tabs With Dynamic Dashboards
Administrators: Dashboard Design Tips
Administrators: Creating Measures With the New Measure Wizard
Administrators: Hiding Content From Users
Administrators: Automated Upgrades
Administrators: Styling the Look and Feel of PMF
Authors: Creating a Scorecard
Troubleshooting Measure Data Issues
Troubleshooting and Debugging Aids
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Performance Management Framework Installation and Configuration Release 5.3
Understanding PMF Installations
Introducing PMF
Locating Where PMF Components are Installed or Configured
Understanding Security and PMF
Understanding Single-Tier and Multi-Tier Installations
Interoperation With WebFOCUS
Understanding Multi-Tenancy
PMF Language Display
Planning Your PMF Installation
Installation Requirements
Considerations for Installing PMF
Configuration Considerations for Multi-Tenancy
Performing a New PMF Installation
Installing PMF in WebFOCUS 7
Installing PMF in WebFOCUS 8
Setting Up Your Data Mart Connection
Setting Up the PMF Data Mart in Your RDBMS
Installing PMF for Multi-Tenancy
Changing Language Display
MR External Security (Realm Security: Setting Up a Bootstrap User)
Configuring PMF to Communicate With ReportCaster
Upgrading a PMF Installation
Upgrade the Application
Upgrading PMF Data
Confirming a PMF Installation or Upgrade
Verifying an Installation or Upgrade
Snapshot and Restore
Manually Creating a BID Portal View for PMF
Maintaining a PMF Installation
Installing Hotfixes
Upgrading WebFOCUS Server and Client on an Active PMF Environment
Synchronizing Manage Reporting Users With PMF
Manually Creating Users
PMF Font Format Issue
Optimizing PMF Performance
Accessibility Capabilities
Reference
Estimating PMF Database Size
Pointing PMF to a Different Data Mart
Troubleshooting Common Issues
Common PMF Errors
Troubleshooting and Debugging Aids
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