1. Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management
  2. Configuring EPM Digital Assistant for New Users
  3. Setting Up Authentication
  4. Configuring Authentication Parameters for a Classic Environment

Configuring Authentication Parameters for a Classic Environment

To set up authentication for a Classic environment, an EPM Administrator needs to configure the custom parameters in Oracle Digital Assistant. This method requires specifying the password.

To configure the custom parameters, complete the following steps:

  1. In Oracle Digital Assistant, from the Side Menu Side menu, select Development, then Skills, and then open your extended skill of (Account Reconciliation, Consolidation and Close, Tax Reporting, Planning, or Planning Modules.
  2. Select Settings, then Configuration, and then scroll to Custom Parameters.
    Custom Parameters
  3. Update the da.epmUser with your EPM Administrator user name. and the da.epmPassword with your EPM Administrator password.

    Here is an example of configuring the URL for the EPM Digital Assistant for use: <Oracle Cloud domain>.<epmUser>@<companydomain>

    For example, 417777.jjones@thecompany.com where 417777 is the Oracle Cloud domain, and jjones is the username, and thecompany.com is the customer company domain ID.

    Note:

    If you do not use an email address as your user, then the example would be just 41777.jjones.

    Note:

    The parameter devMode value has to be set to true if your instance does not require the domain name to be present at the beginning.

    For more information on authentication for EPM Cloud, see Authentication in the REST API for EPM Cloud guide.

  4. Update the ARCS Service URL (da.devArcsBaseUrl), FCCS Service URL (da.devFccsBaseUrl), TRCS Service URL (da.devTrcsBaseUrl), Planning Modules Service URL (da.devEPbcsBaseUrl), or Planning Service URL (da.devPbcsBaseUrl) to reflect your environment.

    The format for da.devArcsBaseUrl is: https://<SERVICE_NAME>-<TENANT_NAME>.<SERVICE_TYPE>.<dcX>.oraclecloud.com

    The format for da.devFccsBaseUrl is: https://<SERVICE_NAME>-<TENANT_NAME>.<SERVICE_TYPE>.<dcX>.oraclecloud.com/HyperionPlanning/rest

    The format for da.devTrcsBaseUrl is: https://<SERVICE_NAME>-<TENANT_NAME>.<SERVICE_TYPE>.<dcX>.oraclecloud.com/HyperionPlanning/rest

    The format for da.devEpbcsBaseUrl is: https://<SERVICE_NAME>-<TENANT_NAME>.<SERVICE_TYPE>.<dcX>.oraclecloud.com/HyperionPlanning/rest

    The format for da.devPbcsBaseUrl is: https://<SERVICE_NAME>-<TENANT_NAME>.<SERVICE_TYPE>.<dcX>.oraclecloud.com/HyperionPlanning/rest

  5. If you are planning to use MS Teams or a Slack channel, add an additional parameter da.odaURL and populate it with the ODA instance URL.