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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b. select all dimensions which should be extracted

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The export job name created in Oracle Cloud and export job file delimiter has to be later on used in Oracle EPM Adapter in Metadata General Settings

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Configure data export job

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, preferably set it to “Other” and use “|”

   4. Smart Lists are not used currently

   5. Dynamic Members: Exclude

   6. Decimals: none (or discuss with the customer)

   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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The export job name created in Oracle Cloud and export job file delimiter has to be later on used in Oracle EPM Adapter in Metadata General Settings

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Oracle EPM adapter configuration

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