AX1114

Annual rollover

The term rollover refers to the process of preparing your Axiom Software system for a new cycle of planning. Typically this process is performed annually, but it could be performed more frequently (or less frequently) depending on the length of your particular planning cycles, and depending on the data structures for your particular system (for example, whether tables contain a year's worth of data or cover some other period of time).

The rollover process typically involves activities such as:

• Creating new tables to hold data for the new cycle of planning, and updating reference table data as needed (such as adding new departments and accounts, updating grouping column data, etc.).
• Preparing your file group(s) for a new cycle of planning. There are several different ways to handle this process, with various advantages and disadvantages to consider for each approach.
• Updating reports, Scheduler jobs, security, and other system utilities and settings as needed (for example, to point to new tables or new file groups).

This section discusses general rollover concepts. The specific rollover procedures for your system will depend heavily on your particular system design. You should consult this section as a reference, but if you have any questions about how to handle rollover for your system, please contact Axiom Support.