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Configuration

Blueprints

Blueprints
 provide information and outline how you plan to use the data. You can create as many blueprints as needed. Each blueprint can be used in one or more schematics to define the criteria for the type of data and the field definitions.
Use
Blueprints
 to define the following:
  • Outgoing data usage -
     Field names and data types are user-defined.
  • Validation and Enrichment -
     Based on the
    Blueprint Type
     and the
    Data Type
     there are validations and enrichment that you can apply to the data when it is uploaded.
All the
Blueprints
 are displayed in a grid with fixed columns.
Column
Description
Actions
Edit
 lets you edit the name and the field names of the Blueprint.
Clone
 lets you duplicate an existing Blueprint and optionally modify it to create a new Blueprint.
Selecting
Hide
 and
Unhide
 lets you hide or unhide a Blueprint. These are only displayed when the
Show/Hide
 permission is provided in the User settings of Administration.
Available
Displays
No
 or
Yes
 if the
Blueprint
 is hidden or unhidden.
Blueprint Name
Displays the name of the
Blueprint
. This is a hyperlink and when selected the user is brought to the
Blueprint details
 screen.
Blueprint Type
There are 3 Blueprint types:
  • Trial Balance
  • Generic
  • Apportionment
Adding a Blueprint
  1. Select
    Configuration
     in the
    Data Hub
     menu.
  2. Select
    Blueprint Data Model
    .
  3. Select
    Add Blueprint
    .
  4. Enter a name for the
    Blueprint
    .
  5. Select a
    Blueprint Type
     from the dropdown.
    note
    There are 3 Blueprint Types:
    Generic
    ,
    Trial Balance
    , and
    Apportionment
    .
    The
    Blueprint Type
     you select determines the pre-defined fields that can't be removed. These fields are configured with data type and classification that can't be edited. The names are pre-populated for these fields and can be edited. You can further add any number of additional fields by providing the name, data type, and classification (optional). You can also rearrange the order of any of the fields or delete any of the non-default fields in the
    Blueprint
    .
  6. Select
    Add New Field
    , if suitable.
  7. Enter the
    Field Name
    .
  8. Select
    Required
     if suitable. If a field name is marked as
    Required
    , it indicates that the
    Schematic
     configured from this Blueprint must have a column assigned to this field.
  9. Select the
    Data Type
     from the dropdown.
    Text
    ,
    Numeric
    ,
    Date
    ,
    Currency
     are the values that are offered.
    note
    • Text -
       Lets users enter any kind and number of characters.
    • Numeric -
       Lets users enter integers or decimals.
    • Date -
       Lets users enter a date value in a specific format, which can be optionally configured in the corresponding schematic. The timestamp isn't captured.
    • Currency -
      Lets users enter integers or decimals. In the corresponding schematic, users have the option to configure a specific currency format for the values provided in the input file.
  10. Select
    Classification
     from the dropdown. Selecting a
    Classification
     for a field helps identify this data as a recognized value for validation and/or for integration with other products.
  11. Select
    Save
    .
Manage access
You can now give either
Public
 access or
Restricted
 access to specific users to a Blueprint. The default option is
Public
.
View Restricted users –
 A grid displays a list of users assigned access to the Blueprint, including the following details:
Actions –
 The
Delete
 icon is displayed, selecting it lets you remove the user's access.
Login Name –
 The
ONESOURCE User ID
 is displayed.
Full Name –
 The user's full name from their ONESOURCE profile is displayed.
Assign Restricted users
Specific users can be assigned to the Blueprint by following these steps:
  1. Select
    Restricted
    .
  2. Select
    Add Users
     to give access to only specific users.
  3. In the modal window, under
    All Items
    , select from the provided list of users or search for a specific user.
  4. Once the users are selected, view this list in the modal window under
    Selected Items
    .
This specific
Blueprint
 permission determines which users can perform cascading blueprint-related operations on the corresponding
Schematic
 or
Collection
, including the following:
  • Create, View, Edit, Hide, or Unhide Schematic.
  • Process with Schematic.
  • Download, Delete, Edit, Compare, Refresh, or Revalidate Topic of the Schematic.
  • Create, View, Edit, Compare, Hide, or Unhide Collection.
Even if users have
View
,
Edit
, or
Delete
 permissions for a
Schematic
 and/or
Collection
 in
Administration
, they can't proceed unless the corresponding Blueprint access is set to
Public
 or specifically granted to them.
note
  • Only
    Active
     users can be added.
  • The modal window will only let you select from users that haven't been added.
  • Switching access level from
    Restricted
     to
    Public
     will remove all users added to this Blueprint.
  • To view the
    Manage Access
     tab in
    Blueprints
    , you should have
    Manage Access
     permission enabled in
    Administration
    .

This article applies to:

  • Product: ONESOURCE Data Hub