Registering ERP Source Systems

  To add a source system:

1. In the Tasks pane, select Source System.

   The Source System page is displayed.

2. Click Add.

3. Enter the source system details:

   1. Enter the source system name.

   2. Enter an optional description.

   3. Select the source system type.

   4. Optional: If using Performance Management Architect applications, enter the Performance Management Architect (EPMA) Data Source Name. (The data source name that you specified in the Oracle's Hyperion Enterprise Performance Management System Configurator when you created a Performance Management Architect interface data source.)

   5. Enter the Drill URL. The URL used to launch Fusion, dE-Business Suite or PeopleSoft. For example, http://machinename.us.oracle.com:6362.

      The Drill-Through URL identifies the URL to use for drilling through. Users can drill through to Oracle General Ledger or PeopleSoft Enterprise Financial Management from an Enterprise Performance Management (EPM) system application that displays data loaded from the source system. When you click a hyperlink, you can navigate to the Oracle General Ledger Balances page or PeopleSoft Enterprise Financial Management Inquiry page.

4. Click Save.

   After you add a source system, you can select the source system in the table and the details display in the lower pane.

   After you register a source system, you must initialize the source system. Initializing the source system fetches all metadata needed in ERP Integrator, such as ledgers, chart of accounts, and so on. It is also necessary to initialize the source system when there are new additions, such as chart of accounts, segments / chartfields, ledgers, or responsibilities.

5. To initialize a source system, click Initialize.

   Note:

   Depending on the size of the source system, it may take several minutes to initialize.

   This feature is not available for SAP.