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Installation

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  • Configure proper license key

    • Based on the client’s source, generate the right key using the License Key generator: Oracle EPM Planning / Oracle EPM Financial Consolidation and Close.
      Path to generator: \\cxo-fileserv\Data\Internal Tools\(not-released) LicenseKeyGenerator for B Licenses (with Oracle Cloud EPM adapter)

  • Create a new source system in the SSM for the correct source type: Oracle EPM Planning / Oracle EPM Financial Consolidation and Close. This should create:

    • Fact database

    • SSAS cube

  • Run configuration database creation command: e.g.
    .\CXO.Adapter.OracleCloudEpm.Cli.exe create-configuration-db server-name:cxo-dev-sql02 database-name:oracleEpmConfigTest authentication-type:Proprietary username:cxo password:somePassword
    Parameters:

    • server-name: name of the server on which the database should be created

    • database-name: name of the database to be created

    • authentication-type: windows / proprietary

    • username: SQL user name (if authentication-type == proprietary)

    • password: SQL user password (if authentication-type == proprietary)

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  1. Go to the Overview screen

  2. Choose Export Data in the dropdown on the right side of the screen

  3. Create a new data job

  4. Specify the following values:

    1. Location: Outbox

    2. Pick right cube

    3. Choose a delimiter, comma is finepreferably set it to “Other” and use “|”

    4. Smart Lists are not used currently

    5. Dynamic Members: Exclude

    6. Decimals: none (or discuss with Gjensidige

    7. Slice definition: take Account on rows, Period on columns, set default slice values for all dimensions incl. POV. Note: this configuration will not be used in the actual data extraction, as it will be input to the job API call.

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