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:
- Rename the member in EAS by right-clicking and selecting “Rename”:
- 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:
- In EPMA, open the Dimension Library for the application the member you need to rename exists in, and locate the member:
- Rename the member in EPMA by right-clicking the member and selecting “Rename Member”:
- Rename the member the same way you did in EAS, and click “OK”:
- From the Application Library, re-deploy the application the renamed member exists in:
- Check “Refresh Outline” and click “Deploy”:
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.