Installation Prerequisites
The following instructions are applied to both PBCS and FCCS. Instructions which are specific to FCCS only have been mentioned.
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
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Setting up
Install Oracle EPM Cloud Adapter.
Open CXO Configurator
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>Maintenance
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and click
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Register Services and
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(Option is only there in version 21.2.0 or higher)
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In “Register Services and Websites” select “Register Oracle EPM Adapter Api” and add correct service account credentials
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Websites.
Select Register Oracle EPM Adapter Api to add service account details.
Create Client in the CXO Identity Provider.
Option available only for version 21.2.0 or higher.
Identity Provider
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Configuration
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Create new Generic Client.
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Check “Allow Offline Access” checkbox
Select Allow Offline Access option.
Add the following scopes:
User profile
User groups
Add Redirect
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URL(
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s) in the following format:
{OraclEPMAdapterUrl}/signin-oidcAdd Post Logout Redirect
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URL(s) in the following format:
{OraclEPMAdapterUrl}/signin-oidc-auth
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| Info |
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RedirectUri’s are case sensitive so it’s good practice to use lowercase in all URLs. |
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CXO
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Configuration and
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Source Creation
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To
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use OracleEPMAdapter you need a license key with: Oracle EPM Planning or Oracle EPM Financial Consolidation and Close.
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
Open command line as Administrator and run configuration database creation command
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, for example:
.\CXO.Adapter.OracleCloudEpm.Cli.exe create-configuration-db server-name:cxo-dev-sql02 database-name:oracleEpmConfigTest authentication-type:Proprietary username:cxo password:somePassword
Parameters:
o server-name:
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Name of the server on which the database should be created.
o database-name:
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Name of the database to be created.
o authentication-type: windows / proprietary
o username: SQL
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username (if authentication-type == proprietary).
o password: SQL user password (if authentication-type == proprietary).
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Refer CXO.Adapter.OracleCloudEpm.Cli.exe help for detailed description of the command.
Run set-authentication-settings command, for example:
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.\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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Refer CXO.Adapter.OracleCloudEpm.Cli.exe help for detailed description of the command
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Run create-source-in-adapter command
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for example:
.\CXO.Adapter.OracleCloudEpm.Cli.exe create-source-in-adapter source-type:pbcs source-name:source factdb-name:factdb-name factdb-server:factdb-server factdb-authentication-type:1 ssas-server-name:ssas-server-name ssas-database-name:ssas-database-name ssas-cube-name:ssas-cube-name
Refer CXO.Adapter.OracleCloudEpm.Cli.exe help for detailed description of the command.Restart IIS Application Pool for Oracle EPM Adapter.
Note: UserGroup specified in “idp-client-allowed-user-group” should be created in CXO. Only users from that group are allowed to open CXO Oracle Cloud Adapter.
Important: The name of the source should be the same as name of the source in CXO.
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Note that two sources should not share a fact database - we do some rudimental checks, but
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do not fully guarantee if configuration UI prevents creating two sources with the same fact DB
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Oracle EPM
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Oracle EPM system configuration
System Configuration
Make sure we you 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
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Configure metadata export job
Steps to perform:
Go to Click Overview screen.
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2. Go to Dimensions tab, click Export button on the right.
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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
Go to the Overview screen
Choose Export Data in the dropdown on the right side of the screen
Create a new data job
Specify the following values:
Location: Outbox
Pick right cube
Choose a delimiter, preferably set it to “Other” and use “|”
Smart Lists are not used currently
Dynamic Members: Exclude
Decimals: none (or discuss with the customer)
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
Configure connection.
Cube
For Api Url use host url without any path e.g. https://epm-a000000.epm.em2.oraclecloud.com
Application name is the same you see in oracle
For credentials use username combining domain + “.” + username
Example: for picture below username would be a000000.xxxxxxxxxxxxx
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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