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

Identity Provider configuration

• Create new Generic Client

• Check “Allow Offline Access” checkbox

• Add Following Scopes:

  • User profile

  • User groups

• Add Redirect url(-s) in following format {OraclEPMAdapterUrl}/signin-oidc

• Add Post Logout Redirect URI’s in following format {OraclEPMAdapterUrl}/signin-oidc-auth

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Warning: RedirectUri’s are case sensitive so it’s good practice to use lowercase in all URLs.

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CXO configuration and source creation

Note: To be able to use OracleEPMAdapter you need a license key with: Oracle EPM Planning or Oracle EPM Financial Consolidation and Close.

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• Restart IIS Application Pool for Oracle EPM Adapter

Oracle EPM system configuration

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

• Configure metadata export job

• Configure data export job

See sections below for more details

Configure metadata export job

Steps to perform:

1. Go to Overview screen

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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

1. Configure connection.

   1. Cube

   2. 

      For Api Url use host url without any path

   3. Application name is the same you see in oracle

   4. For credentials use username combining domain + “.” + username
      Example: for picture below username would be a619055.xxxxxxxxxxxxx
      

      

2. Configure dimension mappings. Most standard dimensions would be mapped already – you need to map custom ones. Number of custom Oracle Dimension doesn’t matter and only used on our side. You only need to fill in allias corresponding to custom dimension name.

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• You can see the progress of the extraction in the logs tab

• After successful extraction Process cube from SQL Server Management Studio (this is temporary solution. This process will be automated in the future)

Logging

• The log level can be set in appsettings.json in "LogLevel" property (Both Web project and CLI project have own appsettings.json file)

• Location of the log files:

  • CLI command {CXO-Installation-Dir}\Oracle Cloud EPM Adapter\Extraction\logs

  • Web application {CXO-Installation-Dir}\Oracle Cloud EPM Adapter\Web API\logs

• Log files are split into two file types

  • nlog-all -contains cxo defined logs and logs generated by other Microsoft libraries. Usually it is more verbose

  • nlog-own-detailed -contains logs defined by cxo with more detailed information then info in “nlog-all“ and additionally filters logs created by Microsoft libraries.

• Logging to the console in CLI tool

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