Introduction
Architectural overview
Oracle EPM Cloud Adapter is retrieving metadata and data from the Oracle EPM Cloud source by starting jobs at the source’s side and later downloading metadata and data files. The extracted data is then transformed and loaded into a fact database that is connected to a SSAS cube. This cube providing the information to show reports in the CXO Dashboard.
In order to define which data should be extracted when, the integration administrator sets up the adapter using a web-based Configuration UI. This UI also allows applying some filtering and transformations on the extracted data. Once the Adapter is set up, the CXO Software Agent will (per user-defined extraction schedule) invoke the adapter to start the extraction process.
Prerequisites
The following components already have to be installed
CXO version 20.4.4 or later
CXO Identity provider
.NET 5.0 has to be installed
Account to connect from the adapter to the Oracle Cloud system
Installation
(Details to be added)
Installing Oracle EPM Cloud Adapter
Configure the license key
Create a new source system
Configuring Oracle EPM Cloud system
User guide
Setting up Oracle EPM source in CXO
(Details to be added)
Configuring the adapter
Configuring the adapter is done using the web-based Configuration UI. The access to this UI is limited only CXO Admins - other users are not authorized to see these pages.
After opening the Configuration UI, all the Oracle EPM Cloud sources are visible on the left. For the currently selected source, the navigation on top leads a specific aspect of the adapter configuration: Connection, Dimension Mappings, Metadata, Data, Scheduling, and Logs. All dates & times in this UI are shown in the user’s local timezone.
Configuration
The goal of this page is to set up the connection to the Oracle system so that the adapter knows from where (ans using what credentials) the data can be extracted.
API URL is the access point from the Oracle Cloud, the URL used to log into Oracle Cloud
Cube: name of the oracle cube from which the data is extracted, found in Oracle Cloud under Tools → Overview → Cubes.
Application name: Application that contains the given cube, found in Oracle Cloud under Tools → Overview
User: credentials used by the adapter to retrieve information from the Oracle Cloud.
Dimension Mappings
The goal of this page is to define how oracle dimensions are mapped to the CXO dimension
Some CXO standard dimensions (such as Account) are by default mapped to a certain Oracle EPM standard dimensions.
CXO custom dimensions (such as A01) can be mapped to an Oracle EPM analytical dimensions, or left unmapped
CXO dimension Value can be mapped to Oracle EPM dimension Currency, or left unmapped
If an Oracle EPM dimension has an alias defined in the Oracle EPM Cloud system, then this dimension alias also needs to be added when making the dimension mappings
More info about PBCS dimensions can be found here, and FCCS dimensions here
Metadata
The goal of this page is to define general properties and filter that are applied when extracting the metadata from Oracle EPM Cloud
(Details to be added)
Data
The goal of this page is to define general properties and filter that are applied when extracting the metadata from Oracle EPM Cloud
(Details to be added)
Scheduling
The goal of this page is the define which the moments when metadata and data will be extracted in which moments
Schedule can be on a daily or weekly basis
Data that is extracted is defined per combination Period, Year, and Scenario (e.g. Q1 2020 Actual)
Logs
The goal of this page is to help in troubleshooting problems when running the adapter.
Firstly only recent log entries are loaded, as the user scrolls down, more entries are loaded.
Filtering log entries is possible to narrow down of the amount of long entries
Log entries are not updated live, but only on when the page is loaded or filtering is applied.
FAQ
The credentials don’t seem to work, even though I can log in to Oracle Cloud in my browser?
Check API URL, it should contain only protocol and domain (e.g., https://something.else.oraclecloud.com/) and no subdirectory (so not https://something.else.oraclecloud.com/HyperionPlanning/)
Check if there is a domain when logging in to Oracle Cloud. If so, then API URL and username should contain the domain.
Examples where a455368 is the domain within Oracle Cloud - API URL: https://something-a455368.else.oraclecloud.com/, username a455368.john.doe@company.com