Installation

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

• Install Identity Provider

• Install Oracle EPM Cloud Adapter

  • Install pre-requisites .NET 5.0 Hosting Bundle:
    https://dotnet.microsoft.com/download/dotnet/5.0

  • Run installer

• Create IIS website for Oracle Epm (Application Pool should have "No Managed Code")

• 

• Create Client in CXO Identity Provider

Identity Provider configuration

• Create new Generic Client

• Check “Allow Offline Access” checkbox

• Add Following Scopes:

  • User profile

  • User groups

• Add Redirect url(-s) in following format {OraclEPMAdapterUrl}/signin-oidc

• Add Post Logout Redirect URI’s in following format {OraclEPMAdapterUrl}/signin-oidc-auth

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

  • SSAS cube

• Run configuration database creation command:
  .\CXO.Adapter.OracleCloudEpm.Cli.exe create-configuration-db server-name:[SERVER] database-name:[CONFIGURATION_DATABASE] authentication-type:[WINDOWS]
  Parameters:

  • server-name: name of the server on which the database should be created

  • database-name: name of the database to be created

  • authentication-type: windows / proprietary

  • username: SQL user name (if authentication-type == proprietary)

  • password: SQL user password (if authentication-type == proprietary)

See CXO.Adapter.OracleCloudEpm.Cli.exe help for detailed description of the command

• Run set-authentication-settings command:

e.g. .\CXO.Adapter.OracleCloudEpm.Cli.exe set-authentication-settings idp-authority:https://cxoUrl/idp idp-client-id:clientId idp-client-secret:secret

See CXO.Adapter.OracleCloudEpm.Cli.exe help for detailed description of the command

• Run create-source-in-adapter command

e.g. .\CXO.Adapter.OracleCloudEpm.Cli.exe create-source-in-adapter source-type:pbcs source-name:source factdb-name:factdb-name factdb-server:factdb-server factdb-authentication-type:1 ssas-server-name:ssas-server-name ssas-database-name:ssas-database-name ssas-cube-name:ssas-cube-name

Important: The name of the source should be the same as name of the source in CXO

See CXO.Adapter.OracleCloudEpm.Cli.exe help for detailed description of the command

• Restart IIS Application Pool for Oracle EPM Adapter

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

See sections below for more details

Configure metadata export job

For Gjensidige, there should already be a metadata job defined for the old adapter. We could reuse that, if there are no weird values.

Steps to perform:

1. Go to Overview screen

2. Go to Dimensions tab, click Export button on the right.

3. On the export metadata screen you will see the existing CXO job, might be others as well.

a. Review existing job, if there are no weird values we can reuse it. (all delimiters should be same)

b. If needed, create new job. See two screenshots below

Configure data export job

For Gjensidige there will not be a data job yet, so it needs to be created.

1. Go to the Overview screen

2. Choose Export Data in the dropdown on the right side of the screen
   

   

3. Create a new data job

   

4. Specify the following values:

   1. Location: Outbox

   2. Pick right cube

   3. Choose a delimiter, comma is fine

   4. Smart Lists are not used currently

   5. Dynamic Members: Exclude

   6. Decimals: none (or discuss with Gjensidige

   7. 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.

Oracle EPM adapter configuration

• For Gjensidige: Check the old PBCS configuration for connection info, dimension mappings etc.

• Set up connection information (see old PBCS)

• Map the Oracle dimensions to CXO dimensions (see old PBCS)

• 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

    • Put it in the database in Source table: row, then column, then POV in order

  • Set data filters

    • 1 member expression per mapped dimension in DataFilters table, excluding period, year and scenario

• Run metadata extraction

  • Command:
    CXO.Adapter.OracleCloudEpm.Cli.exe extract-metadata source:<source-id-here>

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

• Run data extraction

  • Command:
    CXO.Adapter.OracleCloudEpm.Cli.exe extract-data source:<source-id-here> period:Jan year:FY2021 scenario:Forecast
    

• Process cube from SQL Server Management Studio

Logging

• The log level can be set in appsettings.json in "LogLevel" property (Both Web project and CLI project have own appsettings.json file)

• Location of the log files:

  • CLI command {CXO-Installation-Dir}\Oracle Cloud EPM Adapter\Extraction\logs

  • Web application {CXO-Installation-Dir}\Oracle Cloud EPM Adapter\Web API\logs

• Log files are split into two file types

  • nlog-all -contains cxo defined logs and logs generated by other Microsoft libraries. Usually it is more verbose

  • nlog-own-detailed -contains logs defined by cxo with more detailed information then info in “nlog-all“ and additionally filters logs created by Microsoft libraries.

• Logging to the console in CLI tool

Changing log level influence not only logs level saved in the files but also information written to the console.