Create a Connection to Oracle Enterprise Performance Management Cloud and Close Manager

The first step in creating an integration is to create the connections to the applications with which you want to share data. Create a connection to Oracle Enterprise Performance Management Cloud so that you can include it in your integration.

What you need:
  • Complete the steps indicated in Prerequisites for Creating a Connection

  • Connection URL: URL that you use to connect to Close Manager in Oracle Enterprise Performance Management Cloud. For example: http://myhost.example.com:9000

  • User name and password to connect to Oracle Enterprise Performance Management Cloud. This user account must have administrative privileges in Oracle Enterprise Performance Management Cloud.

  1. In the left navigation pane of the Oracle Integration page, click Home > Integrations > Connections.
  2. Click Create.
  3. Search for Oracle Enterprise Performance Management Cloud, then select it.
  4. Enter the information to describe the connection, then click Create.
    • Name: Enter a meaningful name to help others find your connection when they begin to create their own integrations. If you will be creating connections for process automation or event monitoring, you will need separate connections to Oracle Enterprise Performance Management Cloud for each type.

    • Identifier: Make sure the name does not contain spaces.

    • Keywords: Enter optional keywords (tags). You can search on the connection keywords on the Connections page.
    • Role: Choose both Trigger and Invoke. For process automation, your connection needs to be both Trigger and Invoke. For event monitoring, your connection can be Invoke.

  5. Go to the Connection Properties section, and enter URL that you use to connect to Oracle Enterprise Performance Management Cloud. For example: http://myhost.example.com:9000.
  6. Go to the Security section, and enter the user name and password to connect to Oracle Enterprise Performance Management Cloud. This user account must have administrative privileges in Oracle Enterprise Performance Management Cloud

    The completed configuration looks similar to the following. Your service type will be different depending on what you have selected: Financial Consolidation and Close or Tax Reporting.



  7. Click Test.

    If the test is not successful, you will not be able to add the connection to your integration. If errors are displayed, check your connection information.

  8. When complete, click Save, then click Back button.
You should now be able to see your new connection with a green check mark next to it. The connection is ready to use in an integration.