Registering Planning and FreeForm Applications

When you register a Planning or a FreeForm external application into Oracle Enterprise Data Management Cloud, an application and default view are created which represent the external application.

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Before you begin:

  • Ensure that you have the Application Creator 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 must register all the cubes associated with each dimension. You can register three dimension types: Account, Entity, and User Defined.
  • When you add a cube to a new or existing application, the data storage property for cube (for example, PLN.Data Storage (Plan 1)) is automatically set to be derived from the application default data storage property (PLN.Data Storage). See Derived Properties.

    Note:

    Editing an existing cube by modifying an application's registration will not 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.
  • Service Administrators cannot configure cross-subscription connections using corporate SSO (identity provider) credentials. If your subscriptions are configured for SSO, ensure that identity domain credentials are maintained for the Service Administrators who configure cross-subscription connections. See Enabling Sign In With Identity Domain Credentials.

For more information, see Understanding Registering Applications.

To register a Planning or FreeForm application:

  1. From Applications, click Register.
  2. Select one of these application types:
    • Planning
    • Planning Modules
    • FreeForm
  3. Enter an application name and description.

    Note:

    The application type, name and description are displayed in the Application list.
  4. If you are using a local csv (comma-delimited) file for your dimension, skip the next step.
  5. 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 Planning Cloud Connection

    Connection Description

    Enter an optional description.

    Use this connection to connect to a Planning application.

    Instance Location

    Enter a connection URL to the external application in the format:

    https://ServiceName-IdentityDomain-ServiceType.DataCenter .oraclecloud.com
    https://planbudget-uscompany-entplan.US11.oraclecloud.com

    where

    • ServiceName is planbudget
    • IdentityDomain is uscompany
    • ServiceType is entplan
    • DataCenter is US11

    Identity Domain

    Enter the identity domain of the external application.

    Note:

    This is the same Identity Domain used in the Instance Location.
    uscompany

    Username

    Enter an authorized user name

    Note: The user must be a Service Administrator of the external application.

    tom.smith

    Note:

    You must enter the identity domain in one of these fields: Identity Domain or Username. For example, enter uscompany in Identity Domain or uscompany.tom.smith in Username.

    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.

     
  6. 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.
  7. Continue the registration, see Registering Cubes, Application Settings, and Dimensions.