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 ProfileImpact ChainBusiness Logic ExplorerSnapshot ReaderMigration Readiness
Data workspace modules:
ValidationConvertorData Readiness CheckConfigure Wizard
Metadata workspace modules:
Metadata vs MetadataMapping ReviewMetadata Catalog
Tools workspace modules:
ConfigurationAutomationRun HistoryLicense Activation
4.2 Common Control Types
| Control | What It Does |
|---|---|
| File uploader | Selects a local file for analysis, validation, conversion, or comparison. |
| Selectbox | Chooses a profile, config, dimension, location, module, status, or run record. |
| Radio or mode selector | Switches between modes such as CSV -> CSV, CSV -> Grid, Grid -> CSV, and Grid -> Grid. |
| Checkbox | Enables optional scope, audit, clear-before-write, or export settings. |
| Run button | Executes analysis, validation, conversion, comparison, or readiness checks. |
| Generate button | Creates a draft config, mapping draft, report, or automation script. |
| Apply button | Applies reviewed mapping or selected changes to the current workflow. |
| Download button | Downloads a workbook, report, config, script, or history export. |
| Open folder or open result | Opens 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.
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