Guide Chapters

Product support / Chapter 04

4. Interface Orientation

Use the main navigation and secondary workspace navigation to move through EPM Vitals modules.

4.1 Main Workspaces

The top-level navigation contains four workspaces: Application, Data, Metadata, and Tools. Each workspace has its own secondary navigation.

Application workspace modules:

  • Application Profile
  • Impact Chain
  • Business Logic Explorer
  • Snapshot Reader
  • Migration Readiness

Data workspace modules:

  • Validation
  • Convertor
  • Data Readiness Check
  • Configure Wizard

Metadata workspace modules:

  • Metadata vs Metadata
  • Mapping Review
  • Metadata Catalog

Tools workspace modules:

  • Configuration
  • Automation
  • Run History
  • License Activation

4.2 Common Control Types

ControlWhat It Does
File uploaderSelects a local file for analysis, validation, conversion, or comparison.
SelectboxChooses a profile, config, dimension, location, module, status, or run record.
Radio or mode selectorSwitches between modes such as CSV -> CSV, CSV -> Grid, Grid -> CSV, and Grid -> Grid.
CheckboxEnables optional scope, audit, clear-before-write, or export settings.
Run buttonExecutes analysis, validation, conversion, comparison, or readiness checks.
Generate buttonCreates a draft config, mapping draft, report, or automation script.
Apply buttonApplies reviewed mapping or selected changes to the current workflow.
Download buttonDownloads a workbook, report, config, script, or history export.
Open folder or open resultOpens a local run folder or result file.

4.3 Common Result Areas

Most modules use a similar result pattern:

  • Summary metrics: high-level counts such as dimensions, member rows, warnings, failures, or processed files.
  • Preview tables: selected input, mapping, config, comparison, or result rows.
  • Warning and error panels: blocking problems, review items, or recommended corrections.
  • Result workbook: an Excel output generated by the module.
  • Run folder: the local folder that stores evidence for the run.