Problem

Sooner or later everyone will run into a situation where there is a need for renaming Planning members in EPMA.  Seems simple right?  Well, merely renaming the member in EPMA and redeploying the application will not retain all of your data.  Following the steps of this blog entry will provide you with a process that will successfully rename a Planning member and retain the data behind it.

Renaming Planning Members in EPMA

  • In EAS, open the Outline (in edit mode) for the application and plan type the member you need to rename exists in, and locate the member:
Renaming Planning Members in EPMA - open EAS outline

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  • Rename the member in EAS by right-clicking and selecting “Rename”:
Renaming Planning Members in EPMA - rename member in EAS

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  • Click the “Enter” button after renaming the member, click “Save” in the Outline Editor, then click “Close” after the Outline has successfully saved and restructured:
Renaming Planning Members in EPMA - click enter button

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Renaming Planning Members in EPMA - click Save in Outline Editor

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  • In EPMA, open the Dimension Library for the application the member you need to rename exists in, and locate the member:
Renaming Planning Members - open Dimension Library in EPMA

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  • Rename the member in EPMA by right-clicking the member and selecting “Rename Member”:
Renaming Planning Members in EPMA - select "Rename Member"

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  • Rename the member the same way you did in EAS, and click “OK”:
Renaming Planning Members in EPMA - rename member

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Renaming Planning Members in EPMA - click OK

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  • From the Application Library, re-deploy the application the renamed member exists in:
Renaming Planning Members in EPMA - redeploy the application

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  • Check “Refresh Outline” and click “Deploy”:
Renaming Planning Members in EPMA - refresh outline and deploy

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After the application re-deployment completes, you have now successfully renamed a Planning member and retained the data associated with it.  Renaming a Planning member in EPMA without first renaming in the Outline it exists in, will result in data loss.  It is always encouraged to generate back-up data files on a frequent basis, but following the simple steps included in this blog entry will hopefully save you some time and definitely a headache as you can avoid losing data.

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