Drill through to Source using the EPM Integration Agent

When integrating to an on-premises data source, you can drill down to the source to view the details associated with account balance data loaded to the Oracle Fusion Cloud Enterprise Performance Management.

Image shows Drill to Source Systems flow.

You can perform two types of drill depending on the availability of a landing page:

  • If the source system provides a landing page that displays the detail source data, you access the landing page using an http URL and passing contextual parameters to this page. To use this method, you define a http drill URL similar to other source integrations on the Map Dimensions page and use the substitution variables to pass the URL parameters. .
  • If the source system does not provide a landing page to view the detail source data, execute an SQL query in the source database and display the results in a pop-up window inside Data Integration using the EPM Integration Agent. To use this method, you need a web server running in https mode. The web server accepts the drill request and routes it to the agent. For more information, see Creating a Drill Down to a Source System Without a Landing Page.

Additional Considerations:

  • Available for SYNC and ASYNC modes
  • HTTPS server required
  • If inside network, an open is port not required
  • Oracle Smart View for Office drill inside network doesn’t require an HTTPS server.
  • drill from public internet outside of network does require a public facing HTTPS server/port
  • Configure re-write rules to redirect drill request to Agent URL.
  • Test with https://<server>/epmagent/rest/details

Drill through to source using the EPM Integration Agent is supported irrespective of how the EPM Integration Agent is configured for the asynchronous or synchronous mode option.

When using web forms and you drill through to source using the EPM Integration Agent, the browser invokes the agent passing the query and other parameters using the HTTP protocol. The agent processes the query request and returns the data to the browser to be displayed to the user. The browser session to the Cloud EPM uses the HTTPS protocol so the communication from the browser to the agent uses HTTPS.

Browsers do not allow mixed HTTP and HTTPS connections in the same session. In order to support drill, perform the following configuration steps:

  1. Install and configure an HTTPS web sever inside the on-premises network.
  2. Configure the rewrite rules in the web server to redirect the request for drill to the Agent URL (same as in the synchronous agent definition. See Configuring Synchronous Mode).
  3. Configure the Web URL of the agent to point to the HTTPS web server.
  4. Optional: To test your agent drill-through setup, use the following URL to make sure that your webserver re-write rules are defined correctly: https://server/epmagent/rest/details.

    When testing the setup, replace "server" with the web url that is defined in your agent setup.

    Image shows the Drill to Source in the EPM Integration Agent.

Note:

  • In the preceding configuration, the drill is supported only when the client computer running the browser is inside the on-premises network. If you want the drill to be available even when the browser is not in an internal network, enable the HTTPS web server to be publicly accessible.
  • When using Smart View and you perform a drill through to source, the additional HTTPS web server configuration is not required. In Smart View, set the drill through launch to open in a new sheet.