Introduction

The CXO-Cockpit Data Warehouse Adapter is meant to replicate data that is not in the source system for example an excel sheet with data. This data can be loaded via the Data Warehouse Adapter into an  CXO OLAP Cube. The OLAP Cube is then used as main source for reporting in the CXO-Cockpit. The normal reports can be used to analyze and categorize the uploaded data. In this way powerful analyses can be made on additional information that normally is not loaded in the source systems. It is easy to access and maintain. The Data Warehouse Adapter has the following process:
 

-          Copy or load data from a sheet into a Data Entry template.
-          Save the data input into the Fact Database
-          Processing the CXO OLAP Cube with the data from the Fact database
-          Data is visible in the reports

Architecture

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Configuration

For the Data Warehouse Adapter it is required to setup the Dimension Mapping. The Dimension Mapping maps the Standard CXO-Cockpit Dimensions to the OLAP Dimensions of the Source System.

Next to the Dimension Mapping setting the Period Frequency is a mandatory step during the initial roll-out of the Data Warehouse Adapter. You need to define the Period dimension members to be used and map them to the parent members of the Period hierarchy.

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Introduction

The OneStream Adapter integrates with OneStream XF via the Marketplace XF. This is done by exporting the data and Metadata from OneStream via the Adapter API to make it visible in CXO.

A key difference between the OneStream adapter and other adapters is that OneStream pushes the data to CXO. With other source systems, CXO extracts data from the source.

Architecture

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Security

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Installation per-requisit

• On the server where OneStream adapter is installed there needs to be installation of Hosting Bundle for .NET CORE 2.0 it can be found here https://dotnet.microsoft.com/en-us/download/dotnet/2.0

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Configuration

1. Get access to OneStream

2. Connect as external provider

3. Open desired application

4. Go to 'dashboards'

5. Go to 'CXO Cockpit manager'

6. Open items to the lowest level and click 'View dashboard'

7. Click the house icon (to homepage)

8. Open the desired source system connection

9. In the right bottom corner, you can set load sets

Additional notes:

• CXO OneStream Dashboard is a custom business rule loaded within the OneStream environment, which is hosted on Microsoft Azure.

• The CXO OneStream Dashboard initiates a connection with the CXO software running within the

  TMF

  corporate network of the client.

• The CXO OneStream Dashboard sends both metadata and data to the CXO OneStream Adapter API.

• All communication is sent over secure channels (HTTPS)

• To ensure that only the CXO OneStream Dashboard is able to call the CXO OneStream Adapter API the API is protected with the OpenID-Connect protocol, using the Client Credentials scenario. This works as follows:

  • In the CXO Identity Provider a set of client credentials – client ID and client secret – is created specifically for the CXO OneStream Dashboard.

  • The credentials are configured in the CXO OneStream Dashboard.

  • The credentials are used to retrieve an access token for the CXO OneStream Adapter API. The token is valid for one hour.

  • The access token is sent along with every request to the CXO OneStream Adapter API. The API validates the token to make sure the request is coming from a trusted source.

• To completely configure the CXO OneStream Dashboard it requires four settings:

  • Public URL to CXO Identity Provider

  • Public URL to CXO OneStream Adapter API

  • Client ID

  • Client secret

Additional notes:

• All CXO related components should reside within the

  TMF

  corporate network of the client, as drawn in the diagram above.

• The Reverse Proxy running on a public webserver should expose a public URL for the CXO software so it can be called from the OneStream Cloud environment. The reverse proxy routes the requests to this URL to the internal servers in the corporate network.

• The Firewall should be configured to limit access only from known IP addresses from the OneStream Cloud environment.