Registering Enterprise Resource Planning (ERP) Source Systems

The source system page displays all registered source systems in a table in the Summary pane. By default, the following columns are displayed:

• Name—Name of the source system

• Type—Type of source system

• Description—The description that you entered when the source system was registered.

• Drill URL—The drill URL selected when the source system was registered.

To add a source system:

1. On the Setup tab, 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

      • JD Edwards Enterprise One

      • SAP ERP Financial

      • SAP BW (Business Warehouse)

      • File

      • Others

   4. Enter the Drill URL.

      The Drill-Through URL identifies the URL to use for drilling through. For example, you might specify http://machinename.us.company.com:6362

      The URL is used to launch E-Business Suite, or PeopleSoft.

      You can drill through to any location if the URL is available, or if you specify a JavaScript that provides the necessary drill-through options. Drill through is available for predefined adapters, files, and open interface sources.

      Additionally, you can drill through to the 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, you can drill through to the JD Edwards balances page.

      Note:

      Drill through is not supported for Oracle Hyperion Financial Management journals and intercompany transactions.

   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 PeopleSoft Commitment Control.

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 Oracle Hyperion Financial Data Quality Management, Enterprise Edition, 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 in the source system.

6. To initialize a source system, click Initialize.

   Note:

   Depending on the size of the source system, initializing might take several minutes.