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

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

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

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