Configuration Prerequisites for ERP Integrator

The Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition installs ERP Integrator. However, ERP Integrator relies on Oracle Data Integrator 10.1.3.6 as the engine that extracts data and metadata from the defined sources and then either populates the Performance Management Architect interface tables or populates the Classic applications with the extracted artifacts. Oracle Data Integrator must be installed and configured before ERP Integrator can be used. The following sections describe the configuration steps required after Oracle Data Integrator is installed in your environment.

Note:

You should be familiar with Oracle Data Integrator and review the Oracle Data Integrator documentation set before performing these configuration tasks.

Note:

To integrate with Classic Financial Management, the Financial Management client and Oracle Data Integrator Agent must be installed on the same server.

Follow this process to configure Oracle Data Integrator for use with ERP Integrator:

  1. Create two Oracle database schemas or SQL Server databases for the master and work repositories. Then, grant the appropriate roles or rights for the resources or users for each database or schema.

  2. Create the ERP Integrator master repository.

  3. With Oracle Data Integrator Topology Manager, perform the following:

    1. Create logical schemas and associate them with physical schemas in the contexts.

    2. Create the data servers corresponding to the servers used in Oracle Data Integrator.

    3. Create the contexts suitable for your configuration.

    4. Create the physical agents for each agent running on a machine (as a listener, or in scheduler mode). Then, create logical agents and associate them with physical agents in the contexts.

    5. Start the Oracle Data Integrator Agent Service.

  4. With Oracle Data Integrator Operator, upload all ERP Integrator scenarios into the execution repository from: <EPM_ORACLE_INSTANCE>\products\FinancialDataQuality\odi\scenarios.

  5. Manually update the snpsagent.conf file and add Oracle Data Integrator driver path to the Windows Path environment variable.

  6. Restart the Oracle Data Integrator Agent Service.

Caution!

Extensive problems can occur if you switch the ERP system connection information for the Physical Schema in the Oracle Data Integrator Topology Manager after you have completed initial configuration. For example, extensive problems can occur if you start using one physical schema (ERPTEST) pointing to ERP Test Instance1 in the Oracle Data Integrator Topology Manager and then change to a connection information in this physical schema to point to ERP Test Instance2 without first creating a new context in Oracle Data Integrator. The correct procedure is to create two physical schemas (ERPTEST1 and ERPTEST2) each pointing to a different ERP instance. Then, create two contexts and associate the appropriate physical schema to the logical schema in the context.