Installation Prerequisites

• CXO version 21.1.3 (or higher)

• CXO Identity provider

• .NET 5.0 has to be installed

• .NET 5.0 Hosting Bundle:
  https://dotnet.microsoft.com/download/dotnet/5.0

Important: Restart server after installing .NET core hosting bundle

Installation

• Install Oracle EPM Cloud 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

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 a000000.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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