Generating a migrated taxonomy and creating a taxonomy map in Cognos Disclosure Management 10.2.1 Fix Pack 1

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Abstract

When a user migrates a taxonomy in Extension Taxonomies that has an associated user taxonomy in Cognos Disclosure Management, the system generates the newly migrated taxonomy in extension taxonomies to Cognos Disclosure Management and creates a taxonomy map between the newly generated (migrated) taxonomy and the unmigrated user taxonomy.

Content

The following criteria must be met for an automatic creation of a new user taxonomy and an associated taxonomy mapping to occur during the taxonomy migration process.

  • The current taxonomy being migrated has an associated user taxonomy in CDM XBRL.
  • The migration of the current taxonomy is successful.
Tip: The Manage Taxonomies window in Extension Taxonomies provides useful information about the migration of a taxonomy:
The Template column displays the current template of the taxonomy, from this field you can determine the taxonomy family and submission type of that particular taxonomy. You can also confirm that Cognos Disclosure Management has migrated from the previous taxonomy submission type to the current one for the newly migrated extension taxonomy.
The User Taxonomy Name column displays the name of the User Taxonomy associated with this taxonomy.
Procedure
  1. Click the Home tab.
  2. In the Navigation pane, click Extension Taxonomies.
  3. Click Manage Taxonomies . The Manage Taxonomies window opens.
  4. Select the taxonomy to migrate and click Migrate . The Migrate Taxonomy wizard opens at
    the Taxonomy Namespace step. The company URL and taxonomy namespace
    are set as defaults.
    Tip:
    Before you can migrate a taxonomy, a suitable taxonomy template must
    exist. You must define a taxonomy template that is in the same family and is a
    later version than the taxonomy template used by the taxonomy you are
    migrating. Alternatively, a suitable taxonomy template might require upgrading
    before it can be used. Click the Templates button on the Select Taxonomy
    window to define a taxonomy template in the same family and with a later
    version.
  5. Use the Period list to select a period for the taxonomy.
  6. Click Next. The Taxonomy Submission Type step opens.
  7. Select a submission type from the Submission Type list. The options are base
    extensions of the same family, with a later version.
  8. Click Finish. The taxonomy is migrated.
Results
A new user taxonomy is generated in CDM XBRL from the migrated Extension Taxonomy.
The naming convention of the new user taxonomy stops duplicate taxonomies being created.
A taxonomy map is created between the original user taxonomy and the new user taxonomy.
The taxonomy mapping is matched by ID only.

Cross reference information
Segment Product Component Platform Version Edition
Business Analytics Cognos Disclosure Management Cognos Disclosure Management Windows 10.2.1 All Editions

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Document information


More support for:

Cognos Disclosure Management
Cognos Disclosure Management

Software version:

10.2.1

Operating system(s):

Windows

Software edition:

All Editions

Reference #:

1645572

Modified date:

2013-08-22

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