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Installation

  • Update CXO to version 20.4.??? (or higher)

  • Install Identity Provider (if not already installed) ===> not for first installation at Gjensidige

  • Install Oracle EPM Cloud Adapter

    • Install pre-requisistes: .NET 5.0 runtime => FIND URL

    • Run installer

  • Create IIS website for Web API

Identity Provider configuration

Not for first installation at Gjensidige

CXO configuration and source creation

  • 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

    • Oracle EPM configuration database

    • SSAS cube

  • Configure connection string to configuration database in appsettings.json for CLI/WebApi

  • Run database migration command on CLI: CXO.Adapter.OracleCloudEpm.Cli.exe migrate-database

  • (While story for bootstrapping a source in the adapter is not yet done):

    • Create a source record in the Source table in the configuration database

    • Create default dimension mapping records in the Dimension Mappings table in the configuration database

...

  • Make sure we have an account that we can use to connect from the adapter to the Oracle system

  • Configure metadata export job (not needed for Gjensidige, use the current values for metadata settings)

  • Configure data export job

    Define file structure for exported data file

See sections below for more details

Configure metadata export job

...