Installation

• Update CXO to version 21.1.3 (or higher)

• Install Identity Provider

• Install Oracle EPM Cloud Adapter

  • Install pre-requisites .NET 5.0 Hosting Bundle:
    https://dotnet.microsoft.com/download/dotnet/5.0

  • Run installer

• Important: Restart server after installing .NET core hosting bundle for Identity Provider and Oracle EPM Adapter.

• Create IIS website for Oracle Epm (Application Pool should have "No Managed Code")

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• Create Client in CXO Identity Provider

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CXO configuration and source creation

Configure proper license key

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Note: To be able to use OracleEPMAdapter you need a license key with: Oracle EPM Planning

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or Oracle EPM Financial Consolidation and Close.

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• 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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e.g. .\CXO.Adapter.OracleCloudEpm.Cli.exe set-authentication-settings idp-authority: https://cxoUrl/idp idp-client-id:clientId idp-client-secret:secret idp-client-allowed-user-group:ADM

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• Make sure we have an account that we can use to connect from the adapter to the Oracle system ( We probably need A user with admin rights for itrights to create export job is required - admin user )

• Configure metadata export job

• Configure data export job

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