Planning Web Service

Updated: 2008-04-30

The diagram below shows which application Planning Web Service responds to.

Planning Web Service diagram

Planning Web Service responds to application requests through a Web service API. Planning Business Modeler, PerformancePoint Add-in for Excel, and Planning Administration Console all use Planning Web Service for communication. Planning Web Service uses SOAP, XML, the Microsoft .NET Framework, ADO.NET, and ADOMD.NET.

Planning Web Service is the routing mechanism which enables the following scenarios.

Administration

Administration includes the configuration and security components. The configuration component handles Planning Server configuration setting changes. The security side handles user creation, security role assignments, business role assignments, and security role generation in SQL Server 2005 Analysis Services databases.

Metadata Manager

The Metadata Manager is responsible for the creation of the Planning Application, Planning Staging, and Planning Outbound Databases. It handles Planning Server metadata access including predefined share library access, creation of Planning business objects, and maintenance. It handles deployment of model sites and rules to SQL Server and Analysis Services.

This component works with the application database and Analysis Services database. Metadata Manager uses the .NET Framework, ADO.NET, and ADOMD.NET.

Data Integration

The Data Integration component handles data loading and validation. "Data loading" includes fact, dimension, and hierarchy data loading.

This component also handles model associations. These associations include dimension scoping and mapping, dimension member mapping, simple aggregation, and fact data movement.

The Data Integration component prepares outbound data for use by an external team. It supports leveraging existing metadata about multidimensional structure and creates reference data directly from SQL Server sources to Planning Server.

The Data Integration component works with the application database, staging database, and the outbound database. It uses the .NET Framework and ADO.NET.

Financial Intelligence

The Financial Intelligence component of Planning Web Service allows integration of calculations with the business process. It provides prepackaged common calculations, such as opening/closing balance calculations and other common chart-of-account calculations. It also provides rule templates, including Variance, Allocation/spreading, Seeding, and Consolidation.

This component handles the following:

  • The definition, management, and deployment of rules and rule sets

  • Execution of rules

  • Financial consolidations

  • Currency conversions

  • Intercompany reconciliations

  • Shares ownership and control calculations

The Financial Intelligence component works with the application database and Analysis Services database. It uses the .NET Framework, ADO.NET, and ADOMD.NET.

Data Manager

The Data Manager component of Planning Process Service handles requests to create definitions and instances of workflow objects such as cycles, assignments, and jobs. Data Manager works with the application database and uses the service database to dispatch the workflow requests using SQL Server Service Broker. It uses the .NET Framework and ADO.NET.

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