fusion_place Manual

This manual is in pilot operation.

2024-12-26
(for fusion_place >= 9.0)

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Table of Contents

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What is fusion_place?

fusion_place - Standard and Premium

How fusion_place Works
- Systems and Applications
- Inside the Application
- Designing and Managing Applications
- Labels and Names
- Application Type
- Multilingual Support
- Dimensions
  - What are Dimensions?
  - Member Types and Maintenance Responsibility
  - Member Trees
  - Member Properties
  - Detail of Member Properties
  - Member Lists
  - Detail of Member Lists
  - Dimension Borrowing
  - Importing and Exporting Members
  - Scenario, Period, and Fiscal Year
    - Scenario Tables
    - Period Table
    - Fiscal Year Table
    - Importing and Exporting Period Tables
  - Accounts and Changes
    - Accounts and Changes
    - Subtraction Calculation for Accounts
    - Managing Change Data
    - Input Availability and Calculation Conditions for Changes by Data Type
  - List of Built-in Properties
  - List of Built-in Member Lists
  - Enumeration Value Lists
  - About Assured Views
  - Financial Awareness
- Ledger
  - What is a Ledger?
  - Relationship between Ledger and Dimensions
  - Types of Data That Can Be Held in a Ledger
  - Ledger Cell Value Entry and Aggregation
  - View Ledger
  - Note Ledger
  - Ledger Data Edition Management
  - Ledger Update History
- Ledger Access Control
  - Overview of Ledger Access Control
  - Ledger Mask
  - Access Permission Type
  - Change Table
  - Ledger Open/Close
- Forms
  - What are Forms?
  - Form Lists
  - Simple Forms
    - Overview of Simple Forms
    - Data Import with Simple Forms
    - Format of Importable Files (Simple Version)
  - Full-Featured Form
    - Overview of Full-featured Forms
    - Full-featured Form Components
      - Default Settings
      - Parameter Specifications
      - Report Format
      - Axis Specifications
      - Column and Row Specifications
      - Loop Specifications
      - Cell Specification
      - Import Specifications
      - Export Specification
      - Triggers
      - Data Source
      - Display/Input Method for Amounts/Numbers
      - Arbitration
      - Import Mechanism (Full-featured Version)
      - Formats of Importable Files (Full-featured Version)
      - Import Processing Log
      - Format of Exported Files (Full-featured version)
      - Encoding
    - How to Specify the Appearance of Full-featured Forms
    - Full-featured Form Period Allocation Function
  - Choosing Between Excel-Link and Forms
  - Importing and Exporting Form List Permissions
- Scripts
  - What are Scripts?
  - Script Language
- Participants
  - Participants
  - Participant Authorities
  - Importing and Exporting Participants
  - Importing and Exporting Participant Authorities
- Text Expressions
  - What Are Text Expressions?
  - Rules of Description
  - Data Types
    - Data Types - Types of Data Available in Text Expressions
    - Data Type Conversion Rules
  - Components of the Formula
    - Constants
    - Function Call
    - Objects and Method Invocations
      - Types of Objects
      - How to Use Objects - Calling "Methods"
      - How to Specify Objects
      - Available Methods
  - Building Expressions
    - Arithmetic Operations
    - String Operations
    - Relational Operations
    - Logical Operations (AND, OR, NOT)
    - IF Statements
    - Operator Precedence and Parentheses
  - Member Variables
  - List of Text Expression Dialects
  - Half-Width and Full-Width Correspondence Table
- Translation Table
  - Translation Table
  - Import and Export of Translation Tables
- Excel-Link
  - Overview of Excel-Link
  - Details of the Link Function
    - Layout of Sheets Using the Link Function (Excel-Link)
    - Types of Linked Regions
    - Conditions for Cells Subject to Processing
    - Cell Locking and Cell Color Switching
    - Settings for Linked Regions
      - Settings for Linked Regions
      - Common Settings for All Types of Linked Regions
      - Settings Specific to Data Regions
      - Settings specific to the Member Name Display Region
      - Configuration Items Specific to Text Value Display Region
  - Detailed Description of Template Processing Functionality
    - Layout of Template Processing Target Sheet
    - Template Processing Specifications
    - Restrictions on Template Processing
  - Sheet Processing Guidelines
  - Pivot Query Function
  - Pull Method Spreadsheet Integration (Excel-Link)
- Processes (Workflow)
  - What is the Process Management Function?
  - Process Definition
  - Submission Route Definition
  - Process
  - Excel File for Package Input
  - Submission Package
  - Event Notification by Email
  - Process Management Functions and Access Control
  - Importing and Exporting Submission Route Contents
  - Parameter List for Package Input Excel File
- User Accounts and Licenses
  - User Accounts and Permissions
  - License Check Function
  - Procedure for Incorporating the License Agreement File
  - Moratorium Key
  - Importing and Exporting User Accounts
- Notice Function
- Supported Markup Formats
- Distribution of Application Templates
- Session (fusion_place >= 14.0)
- Multi-factor Authentication (MFA)
- Specifications / Limitations

Operating Guide
- Points to Note During Use
- Manager
  - What is the Manager?
  - How to Start the Manager
  - Logging into the Manager
  - Change Your Password
  - Manager Screen Configuration
  - Switch Language
  - Switch Between Label and Name Display
  - License Management
    - Viewing License Information
    - Creating a New License
    - Creating a Purchase Order File
    - Install License Grant
    - Deleting a License
    - Incorporating/Removing a Moratorium Key
    - Reinitializing the System
    - Description of License Management Dialog Items
  - User Management
    - Create a New User Account
    - Inquire or Modify a User Account
    - Delete a User Account
    - Export a User Account to Clipboard
    - Import a User Account from Clipboard
    - Description of Items in User Account Management Dialog
    - Description of Items in User Account Dialog
  - Design
    - Create an Application and Set Basic Information
      - Create a New Application
      - Select an Application
      - View Basic Information of an Application
      - Edit the Basic Information of an Application
      - Extracting Application Definition Information
      - Backing Up an Application
      - Deleting an Application
      - Description of the Application Basic Information Panel Items
    - Set Data Definition
      - Set the Period Table
        View the Period Table
        Set the Period Table
        Export the Period Table to Clipboard
        Import the Period Table from Clipboard
        Description of Period Table Panel Items
      - Set the Scenario Table
        View the Scenario Table Settings
        Set the Scenario Table
        Description of Scenario Table Panel Items
      - Set the Dimension
        Create a New Dimension
        View the Dimension Settings
        Setting Dimensions
        Deleting Dimensions
        Exporting Members to a File
        Importing Members from a File
        Exporting Members to the Clipboard
        Importing Members from the Clipboard
        Setting Constraints on Template Member Labels
        Description of Dimension (Design) Panel Items
      - Setting Up Ledgers
        Creating a New Ledger
        Viewing Ledger Settings
        Setting Up Ledgers
        Deleting Ledgers
        Description of Ledger Panel Items
    - Setting Input and Output Definitions
      - Setting Ledger Mask
        Viewing Ledger Mask Settings
        Setting Ledger Mask
        Description of Ledger Mask Panel Items
      - Setting Access Permission Types
        Creating a New Access Permission Type
        Viewing Access Permission Type Settings
        Configuring Access Permission Types
        Deleting Access Permission Types
        Description of Access Permission Types Panel Items
      - Configuring Forms and Form Lists
        Creating a New Form List
        Viewing Form List Settings
        Configuring Form Lists
        Designing Forms
        Designing a Simple Form
        Overview of Simple Forms
        Designing a Simple Form
        Designing a Full-featured Form
        Overview of Full-featured Forms
        Placing Components in a Form
        Configuring Form Components
        Deleting Form Lists
        Description of Form List Panel Items
      - Configuring the Form List Permission Table
        Viewing the Form List Permission Table
        Maintaining the Form List Permission Table
        Exporting Form List Permissions to Clipboard
        Importing Form List Permissions from Clipboard
        Description of Form List Permission Table Panel Items
      - Configuring the Translation Table
        Creating a New Translation Table
        Viewing Translation Table Settings
        Configuring the Translation Table
        Deleting a Translation Table
        Description of Translation Table (Design) Panel Items
      - Configuring Scripts
        Creating a New Script
        Viewing Script Details
        Editing Scripts
        Deleting Scripts
        Description of Script Panel Items
    - Configuring Process related Definitions
      - Configuring Submission Route Definitions
        Creating a New Submission Route Definition
        Viewing Submission Route Definition Settings
        Configuring Submission Route Definitions
        Deleting Submission Route Definitions
      - Configuring Process Definitions
        Creating a New Process Definition
        Viewing Process Definition Settings
        Configuring Process Definitions
        Deleting Process Definitions
        Description of Process Definition Panel Items
  - Maintenance
    - Maintaining Fiscal Year Table
      - Viewing Fiscal Year Table
      - Maintaining Fiscal Year Table
      - Description of Fiscal Year Table Panel Items
    - Maintaining Dimensions
      - Viewing Dimensions
      - Maintaining Dimensions
      - Exporting Members to a File
      - Importing Members from a File
      - Exporting Members to Clipboard
      - Importing Members from Clipboard
      - Description of Dimension (Maintenance) Panel Items
    - Maintaining Participants
      - Viewing Participants
      - Maintaining Participants
      - Exporting Participants to Clipboard
      - Importing Participants from Clipboard
      - Description of Participants Panel Items
    - Maintaining Participant Authorities
      - Viewing Participant Authorities
      - Maintaining Participant Authorities
      - Exporting Participant Authorities to Clipboard
      - Importing Participant Authorities from Clipboard
      - Description of Participant Authorities Panel Items
    - Maintaining Translation Tables
      - Viewing Translation Tables
      - Managing Translation Tables
      - Exporting Translation Tables to Clipboard
      - Importing Translation Tables from Clipboard
      - Description of Translation Table (Maintenance) Panel Items
    - Maintaining Submission Route Definitions
      - Viewing Submission Route Definitions
      - Maintaining Submission Route Definitions
      - Exporting Submission Route Details to Clipboard
      - Importing Submission Route Details from Clipboard
      - Description of Submission Route Definitions (Maintenance) Panel Items
    - Maintaining the Application Designer/Manager Authorization Table
      - Maintaining the Application Designer/Manager Authorization Table
      - Description of Application Designer/Manager Authorization Table Dialog Items
  - Execution
    - Manage Shared Workspace Edition
      - Publish Shared Workspace Edition
      - Clear Shared Workspace Edition Data
      - Accelerate Initial Loading for Shared Workspace Edition
    - 元帳版一般を管理する
      - 元帳版のツリー構造を確認する
      - 任意の元帳版のデータを公開する
      - 元帳版を新しく作成する
      - 任意の元帳版のキーを編集する
      - 元帳版の系列を圧縮する
    - Open/Close Ledgers
    - プロセスを管理する
      - デフォルトの公開データ確定担当業務責任単位を設定する
      - 業務プロセスを新規生成する
      - 業務プロセスに対するアクションを実行する
    - スクリプトを実行する
      - スクリプトを実行する
    - お知らせの実行
      - お知らせを発行／管理する
      - お知らせの宛先をクリップボードにエクスポートする
      - お知らせの宛先をクリップボードからインポートする
      - お知らせの発行パネルの項目説明
  - 履歴の照会と管理
    - マスタ変更履歴の照会と管理
      - マスタ変更履歴を照会する
      - マスタ変更履歴を削除する
      - マスタ変更履歴ダイアログの項目説明
    - 元帳更新履歴の照会と管理
      - 元帳更新履歴を照会する
      - 元帳更新履歴を削除する
      - 元帳更新履歴ダイアログの項目説明
  - Sweep Garbage
  - Manage System Settings
  - Setting Filter Conditions for the Application List
  - Checking Server-Side Asynchronous Processing Status
  - Checking the System Environment
  - Changing Multi-Factor Authentication (MFA) Settings
  - Displaying System Status (fusion_place >= 12.0)
- Browser
  - What is the Browser
  - How to Launch the Browser
  - Logging into the Browser
  - Change Your Password
  - Browser Screen and Basic Operations
  - Switch Language
  - Switch Between Label and Name Display
  - Checking the System Environment
  - Importing/Exporting Data
    - Importing Data
    - Exporting Data
    - Maintaining Translation Tables
    - Description of Items in the Manage Translation Tables Dialog Box
  - Change Your Multi-Factor Authentication (MFA) Settings
- Contributor
  - About Contributor
  - How to Start Contributor
  - Logging into Contributor
  - Change Your Password
  - Contributor Screen and Basic Operations
    - Submission/ Acceptance Status List Screen
    - Workspace Screen
    - Reports Screen
  - Switch Language
  - Switch Between Label and Name Display
  - Checking the System Environment
  - Importing/Exporting Data
    - Importing Data
    - Exporting Data
    - Maintaining Translation Tables
    - Description of Items in the Manage Translation Tables Dialog Box
  - Change Your Multi-Factor Authentication (MFA) Settings
- Excel-Link
  - Excel-Link とは
  - Excel-Link をアドイン登録する
  - Excel-Link の接続先を設定する
  - 表示言語を切り替える
  - サーバへの接続について
  - Excel シートを設定する
    - シートを設定する
    - リンク領域を設定する
    - リンク領域の設定内容をコピーする
    - リンク領域設定仕様書を作成する
    - シート処理要領を設定する
    - シートパスワードを登録／変更する
  - データを取得する
  - データを反映する
  - データを取得・反映する
  - データをクリアする
  - 一括処理を実行する
  - ピボット検索を実行する
  - Excel-Link の機能をマクロから使う
- リクエスタ
  - リクエスタとは
  - リクエストファイルの形式
  - レスポンスファイルの形式
  - リクエストタイプ別説明
    - ディメンションメンバのインポート
    - ディメンションメンバのエクスポート
    - 業務責任単位のインポート
    - 業務責任単位のエクスポート
    - 業務責任単位別実行権限のインポート
    - 業務責任単位別実行権限のエクスポート
    - 変換テーブルのインポート
    - 変換テーブルのエクスポート
    - 提出ルートのインポート
    - フォームを用いたデータのインポート
    - フォームを用いた計算処理の実行
    - フォームを用いたデータのエクスポート
    - 作業版データの公開
    - 版系列の圧縮
    - 世代別元帳行データの圧縮
    - 元帳更新履歴の削除
    - 不要データの整理
    - 元帳行データのロード
    - 共有作業版のデータ取込
    - アプリケーションのバックアップ
    - ユーザアカウントのインポート
    - ユーザアカウントのエクスポート
    - アプリケーションテンプレートのインポート
    - アプリケーションテンプレートのエクスポート
  - エクスターナルモード
  - 環境変数値の埋め込み
- Web-API
  - Web-API 解説
- fusion_place 実行環境
  - fusion_place 実行環境解説
- ユーザ設定を変更する
  - 外観
  - セキュリティ
- Webメニュー(fusion_place >= 14.0)
  - Webメニューとは(fusion_place >= 14.0)
  - Webメニューにログインする(fusion_place >= 14.0)
  - クライアントプログラムを Web メニューから起動する(fusion_place >= 14.0)
  - 自分のパスワードを変更する(fusion_place >= 14.0)
  - 自分の多要素認証設定を変更する(fusion_place >= 14.0)
  - 表示言語を切り替える(fusion_place >= 14.0)
  - Javaメモリサイズを変更する(fusion_place >= 14.0)
  - クライアントプログラムを起動するURLリンクを取得する(fusion_place >= 14.0)
  - リソースのダウンロード(fusion_place >= 14.0)
- Setting the Encoding
- Setting Member Export Format (fusion_place >= 12.2)
- Starting Client Programs from a Web Browser (fusion_place < 14.0)
- Setting Shortcuts to Start the Client Program

Operating Environment
- Memory and Disk Capacity Estimation Guidelines
- System Configuration
  - System Configuration
  - Folders and Files
- Operational Management Procedures
  - Starting/Stopping the Server Program
  - Stop/Restart Automatic Start of Server Programs
  - Database Backup and Restore
  - Memory Management
  - Viewing Log Files
  - Uninstalling fusion_place
  - What to Do If You Cannot Launch the Server Management Tool
- Network Security
  - Overview of Network Security Measures
  - SSL 利用のための設定（オンプレミス）
  - プロキシサーバ経由での接続のための設定
- e メール通知機能を利用する際のサーバ設定（オンプレミス）
- IPv6 対応のためのサーバ設定
- シングルサインオン
  - シングルサインオンとは
  - SAML認証(fusion_place >= 14.0)
    - 利用時の留意事項(fusion_place >= 14.0)
    - SAML認証利用のための設定(IdP側)(fusion_place >= 14.0)
    - SAML認証利用のための設定（fusion_place側）(fusion_place >= 14.0)
  - LDAP認証
    - システム構成およびプロセス
    - 利用時の留意事項
    - LDAP認証利用のための設定
- プログラムダウンロード元サーバの利用
- Amazon Aurora 設定ガイド

Acknowledgments

Release Information
- Change History for fusion_place 14.0.x
- Change History for fusion_place 13.0.x
- All Release Information
  - fusion_place 14.1.x の変更履歴
  - Change History for fusion_place 14.0.x
  - Change History for fusion_place 13.0.x
  - Change History for fusion_place 12.2.x
  - Change History for fusion_place 12.1.x
  - Change History for fusion_place 12.0.x
  - fusion_place 11.1.x の変更履歴
  - fusion_place 11.0.x の変更履歴
  - fusion_place 10.0.x の変更履歴
  - fusion_place 7.0.x の変更履歴

Third-Party Software
- fusion_place 14.0.x のサードパーティ製ソフトウェア
- fusion_place 13.0.x のサードパーティ製ソフトウェア
- Third-Party Software for fusion_place 12.2.x
- Third-Party Software for fusion_place 12.1.x
- Third-Party Software for fusion_place 12.0.x

Tool Verification (ChatGPT,DeepL)
- Management of Increase/Decrease Data (ChatGPT)
- Management of data for changes (DeepL)
- View Ledger (ChatGPT)
- View Ledger (DeepL)
- Ledger Edition Management (ChatGPT)
- Ledger edition management of ledger data (DeepL)
- Arbitration (ChatGPT)
- Arbitration (DeepL)