Thursday Dec 12, 2013

EPS changes in Analytics (and P6 Extended Schema)

I moved this project to a new EPS, but it still shows an older EPS name? Why?

The main culprit of most data mismatches is the ETL process was run before the P6 Extended Schema services were able to update the data.  But don't worry it is just temporary. The services will continue to run and the data will be updated.  One of the keys is understanding the data flow and what service controls what data.  
If you are working in P6, updating your project and activities the project services will pick up these changes and the services will be running in the background and you wouldn't need to do anything manually, the environment would update itself based on the thresholds you defined.

For some items like EPS they are controlled by a different service. There are the global services - Enterprise Data, Resource Management, Security, and Enterprise Summaries. Enterprise Data consists of dictionary level data like Codes, Calendars, and Portfolios.  Resource Management as expected handled Resources, Roles, and other related dictionary level resource data.  Security handles new,removed,or updated users and access. Enterprise Summaries handles summary data along with updating EPS. 

For the example above, if someone moved projects around from different EPS levels they would want to have the Enterprise Summaries service run before they ran the ETL process if they wanted to view the data immediately. Planning out when the global services run and when the ETL process runs is a good idea. Generally the global services are set to run daily, same as the ETL process.  You can schedule your global services to run at midnight and your ETL process at 1am and in that case all your data will be up to date.
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