Registering Source Systems

  To add a file based source system:

1. Select the Setup tab, and then under Register, select Source System.

2. Enter the source system details:

   1. In Source System Name, enter the source system name.

   2. In Source System Description, enter a description of the source system.

   3. In Source System Type, select File.

   4. Enter the Drill URL.

      For example, http://machinename.us.oracle.com:6362

      The Drill-Through URL identifies the URL to use for drilling through to any source system.

      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.

      For JD Edward source systems, uses can drill through to the JD Edwards balances page.

3. Click Save.

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

  To add an ERP source system:

1. Select the Setup tab, and then under Register, select Source System.

2. In Source System, click Add.

3. Enter the source system details:

   1. In Source System Name, enter the source system name.

   2. In Source System Description, enter a description of the source system.

   3. In Source System Type, select the source system type.

      Available source systems

      • E-Business Suite Release 11i

      • PeopleSoft Financials Release 9

      • Peoplesoft HCM Release 9

      • Fusion Applications

      • SAP

      • SAP BW (Business Warehouse)

      • JD Edwards Enterprise One

      • File

      • Others

   4. Enter the Drill URL.

      The Drill-Through URL identifies the URL to use for drilling through. Users can drill through to Oracle General Ledger.

      The URL is used to launch Fusion, E-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.

      For JD Edward source systems, uses can drill through to the JD Edwards balances page.

   5. In ODI Context Code, enter the context code.

      The ODI context code refers to the context defined in Oracle Data Integrator. A context groups the source and target connection information.

      The default context code is GLOBAL.

4. Optional: If you use PeopleSoft's Commitment Control functionality, select Enable Commitment Control.

   See Appendix E: PeopleSoft's Commitment Control for more information.

5. Click Save.

   After you add a source system, you can select the source system in the table, and the details are displayed 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 FDMEE, 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, and responsibilities.

6. To initialize a source system, click Initialize.

   Note:

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