Running Data Load Rules

You can run the data load rule to load updates and push the data into the target application. All submitted rules are processed by Oracle Data Integrator. When you submit a data load rule, you specify the data extract options.

When a data load rule is run, it loads the data and a drill region is created to allow users to drill through to the source data.

When you run a data load rule, you have several options.

Note:

Select both options only in cases where the data has changed in the source system and you want to export the data directly to the target application.

  To submit the data load rule:

  1. In the Tasks pane, select Data Load.

  2. Enter the Location Name or click Search button to select the location.

  3. Select the data load rule.

  4. Click Execute.

    When the data rule is run for Financial Management target applications, the Exchange Rates from the source are populated only up to the ERP Integrator interface table AIF_HS_EXCHANGE_RATES. The Core Exchange Rates table in Oracle Hyperion Financial Management, Fusion Edition are not updated.

  5. To load data from the source system: Select Import from Source, and then select the Start Period and End Period.

    Tip:

    You can use a utility outside of ERP Integrator to view the data in the staging table. After you review the exported data, you can return to ERP Integrator, make modifications, and run the rule again. If you are sure that the information in the staging table is what you want to export to the target application, you can run the rule again and select “Export to Target.” For information on staging tables, see Staging Tables Used for Import from Source.

  6. To export data to the target application: Select Export to Target.

    ERP Integrator transfers the data from the staging table to the target application.

    If you select to export from the target application and do not select “Import from Source,” all other options in the dialog box become unavailable.

    Note:

    Some options in the Execute Rule dialog box may become unavailable, because they are applicable for the “Import from Source” option. For example, if you are exporting data only to the target application, you cannot select any other options in the dialog box.

  7. Optional: Select Include Exchange Rates.

  8. Select the execution mode to extract data all at once for an entire period or incrementally during the period.

    The two data extract types:

    • Snapshot—Extracts everything for the selected source set for an entire period

    • Incremental—Extracts those records that were added after the prior data extract

  9. Click Run.

    After you click Run, the rule is locked from any updates to ensure that the drill through path is intact. To check the status of the rule, see Checking the Data Load Rule Status.

    Note:

    After the rule successfully runs, you can view the data in the ERP Integrator staging table. See ERP Integrator Staging Tables.

    Note:

    When running a data load rule for a Performance Management Architect application, a data interface table definition and data synchronization is automatically created. The interface table mapping is named DITD_<location>, and the data synchronization name is the same as the location.