1. Setting Up and Configuring Account Reconciliation
  2. Setting Up Reconciliation Compliance
  3. Configuring Reconciliation Compliance
  4. Defining System Settings
  5. Using Oracle Cloud Object Storage to Store Attachments
  6. Steps to Use OCI Object Storage with Account Reconciliation
  7. Setting Up OCI Object Storage in Account Reconciliation

Setting Up OCI Object Storage in Account Reconciliation

To set up OCI Object Storage in Account Reconciliation:

  1. From Home, click Application, then click Configuration, and then select the Settings tab.
  2. On System Settings, select Object Storage.
  3. Enter the Bucket URL from your set up of OCI Object Storage. The Bucket URL is the URL of the Oracle Object Storage Cloud bucket.

    The URL format is:

    https://swiftobjectstorage.region_identifier.oraclecloud.com/v1/namespace/bucket_name where:
    • region_identifier is the hosting Oracle Cloud Infrastructure (OCI)
    • region.namespace is the top-level container for all buckets and objects. Each Oracle Cloud Infrastructure tenant is assigned a unique system-generated and immutable Object Storage namespace name at account creation time. Your tenancy's namespace name, for example, axaxnpcrorw5, is effective across all regions
    • bucket_name is the name of a logical container where you store your data and files. Buckets are organized and maintained under compartments.

    An example URL is: https://swiftobjectstorage.us-ashburn-1.oraclecloud.com/v1/epmcloud/arcsAttachments

    If you created folders within your bucket, the URL format is https://swiftobjectstorage.us-ashburn-1.oraclecloud.com/v1/epmcloud/bucket_name/folder_name, where folder_name is the name of the folder containing the data.

  4. Enter the User Name and Password you created for Account Reconciliation in Oracle Cloud Infrastructure.

    Note:

    If the user was created in the Federated Identity Provider, then the user name has to be prefixed with the Federated Identity Provider name. For example: oracleidentitycloudservice/username. For password, you must use the auth token as the password, not the login password.
  5. Click Validate and Save. The system validates to make sure the connection is working properly and creates and reads a test file.
  6. Statistics display depending on whether you are an existing Account Reconciliation customer or a new customer first setting up OCI Object Storage and Account Reconciliation:
    Migration Statistics

    • Number of migrated attachments - how many attachments are migrated.

    • Size of migrated attachments (MB) - the size of attachments that are migrated.

    • Number of pending attachments - how many attachments are still pending for migration.

    • Size of pending attachments (MB) - the size of the attachments pending for migration.

    • Number of all the attachments - how many total attachments are in the system (includes migrated attachments plus pending migration attachments plus newly added attachments).

    • Size of all the attachments (MB) - size of all attachments in the system

    • If you are an existing Account Reconciliation customer, you will see statistics relating to migration of the attachments from the Account Reconciliation database to OCI Object Storage. You will see statistics increment as attachments are moved.

      Account Reconciliation takes the attachments from the database and moves files to OCI Object Storage in the Bucket you have set up. This is performed based on the Bucket URL, along with the user name and password you created for Account Reconciliation in Oracle Cloud Infrastructure. The attachments are moved from the database into OCI Object Storage and then removed from the database.

      After the first time migration, uploads and downloads of attachments are stored and retrieved from OCI Object Storage.

    • If you a customer new to Account Reconciliation, many of the statistics shown will display as zero since you are not moving existing attachments to OCI Object Storage.

Troubleshooting Configuration Problems

When setting up OCI Object Storage, if you see the following error, there may be problem with the bucket URL or credentials:

Error: Unable to connect to the Object Storage service using the specified URL and credentials.

Use any REST client such as cURL or Postman to test the bucket URL and credentials.

The format of the cURL command is as follows: curl <bucket URL> -u "<username>:<password>"

Following is an example of a cURL command to test your URL and credentials:

curl https://swiftobjectstorage.us-ashburn-1.oraclecloud.com/v1/epmcloud/arcsAttachments -u "username:password"