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
...
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, comma is fine
Smart Lists are not used currently
Dynamic Members: Exclude (<==== still reviewing this one)
Decimals: none (or discuss with Gjensidige
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.
...