Registering Financial Consolidation and Close Applications
You register and modify Financial Consolidation and Close applications using a wizard that prompts you for information, such as the external application settings, connection URL, and dimensions.
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Before you begin:
- Ensure that you have the Application - Create role to register an application. After the
registration, you are automatically granted the Owner permission on the
application and the default view.
Note:
The Service Administrator assigns roles, see Understanding Application Roles and Permissions. - Decide which dimensions you want to register. You can register four dimension types: Account, Entity, Movement, and Custom. Each dimension type is valid for specific cubes. When you register an application, properties for each dimension get created automatically. In addition to the standard properties, some additional properties unique to Financial Consolidation and Close get created depending on your application settings. See Predefined Properties for Financial Consolidation and Close Applications.
Dimension Type Valid Cubes for the Dimension Additional Properties Created Account Consolidation (Consol)
andRates
Is CICTA Account
CICTA Redirection Account
If intercompany is enabled:
Is Plug Account
Plug Account
Intercompany Account
Entity Consol
andRates
If intercompany is enabled:
Intercompany Entity
Movement Consol
Custom Consol
- For new applications, the data storage properties for the Consol and Rates cubes (for example, PLN.Data Storage (Consol)) are automatically set to be derived from the application default data storage property (PLN.Data Storage). See Derived Properties.
Note:
Modifying an existing application's registration and editing an existing cube will not automatically set the data storage property for the cube to be derived from the application default. If you want the value for the cube data storage property to be derived from the application default, you must set up an application override. See Editing Property Parameters. - The number of custom dimensions that you can have in your external Financial Consolidation and Close application depends on your application settings:
- If you have not enabled Extended Dimensionality, the external application supports a maximum of two custom dimensions (one, if multi-GAAP is enabled).
- If you have enabled Extended Dimensionality, the external application supports a maximum of four custom dimensions (three, if multi-GAAP is enabled).
Note:
Oracle Enterprise Data Management Cloud does not limit the number of custom dimensions that you can create for a Financial Consolidation and Close application.
For more information, see Understanding Registering Applications.
To register a Financial Consolidation and Close application:
- From Applications, click Register.
- Enter an application name and, optionally, a description.
Note:
The application type, name and description are displayed in the Application list. - If you are connecting to an external application, click Add, and define the connection settings. You can add multiple application connections.
Field Valid Values Example: connecting to an external application Connection Name
Enter a required connection name, unique to this application.
US FCCS Cloud Connection
Connection Description
Enter an optional description.
Use this connection to connect to a Financial Consolidation and Close application.
Instance Location
Enter a connection URL to the external application in the format:
https://InstanceName-Cloud_Account_Name.EPM_Cloud_Family.Data_Center_Region.ocs.oraclecloud.com/Context
See Sample EPM Cloud URLs in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Identity Domain
Enter the identity domain of the external application (not required for OCI (Gen 2) URLs).
Note:
This is the same as the Cloud Account Name used in the Instance Location.epmid
Username
Enter an authorized user name
Note: The user must be a Service Administrator of the external application, and they cannot be authenticated using corporate SSO (identity provider) credentials.
tom.smith
Password
Enter a password.
xxxxxxxx
Primary Connection
Select this check box to make this the default for importing from and exporting to the external application.
- Review the application summary information, and then click Create.
Note:
The application and default view are created and set to draft mode. The default view name is the same as the application name you specified above. - Continue the registration, see Registering Financial Consolidation and Close Application Settings and Dimensions.