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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

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: ????

  • 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

  • (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

Oracle EPM system configuration

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

  • Configure metadata export job

  • Configure data export job

    • Define file structure for exported data file

Oracle EPM adapter configuration

  • Set up connection information

  • Map the Oracle dimensions to CXO dimensions

  • Set default properties for metadata extraction: delimiters, job name, aliases

  • Configure data extraction settings

    • Set default properties: delimiters, job name

    • Set file structure, matching the configuration in the Oracle EPM system

  • Run metadata extraction

    • Review hierarchies, add metadata filters for members that should be excluded from extraction

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