Configuring Interface Data Sources

This procedure is required if you want to use interface tables in Performance Management Architect. Interface tables consist of a set of tables and or views that enable the import of metadata and data from external systems into Performance Management Architect. Before importing metadata and data from interface tables, you must configure interface tables in Performance Management Architect. You configure the tables by creating data source links that can be used during profile creation and data synchronization.

See Importing Metadata and Synchronizing Data.

If you plan to use Performance Management Architect with FDMEE, the interface data source must be in the FDMEE database schema. In addition, if using Oracle Hyperion Financial Data Quality Management Enterprise Edition, you should deselect the option to create interface tables in the procedure below.

  To create an interface data source:

  1. In EPM Workspace, select Navigate, Administer, Configure Interface Data Source.

  2. When the Interface Data Source tab is displayed, click Create a New Data Source or select File, New, Interface Data Source.

  3. In the Interface Data Source Wizard, for Database Details, select a database type (Oracle, Microsoft SQL Server, or IBM DB2), and enter the following details about it:

    1. Enter the name and the port number of the server hosting the database. (The defaults display based on the database type.)

    2. Enter the Service Name/SID of the database. This is the name of the database on the server.

    3. Enter the database username and password.

    4. Optional: Enter the Connection URL for the database.

  4. If you want to test the connection to the database, click Test.

  5. For Data Source Details, enter the database name to use as an interface data source. You may also enter a description of the data source.

  6. Select Create Tables, and click Finish to create the tables.

    After you finish the wizard, the properties of the new data source (for example, its name, description database type, and database server) are displayed on the Interface Data Source tab.

    After you complete the configuration, a set of sample tables is created in the database. For a complete list of the sample tables, see Defining Interface Tables.

    Note:

    You can review the configuration log (EPM_ORACLE_INSTANCE/diagnostics/logs/config), correct errors, and rerun the wizard.