Prerequisites

The prerequisites to use Data Integration are described below.

Data Integration is available for the following roles in the Planning, Tax Reporting, Financial Consolidation and Close, Account Reconciliation, Profitability and Cost Management, and Enterprise Profitability and Cost Management business processes:

  • Service Admin
  • Power User
  • User

Profitability and Cost Management and Oracle Enterprise Data Management Cloud do not have access to Data Integration.

Note:

Sales Planning is available as a target application in Data Integration.

In Account Reconciliation, access to Data Integration is limited to users who have been assigned a Service Administrator predefined role only.

Data Management is still fully supported and is available as a menu selection on the Navigator menu. Between Data Integration and Data Management, integration-related activities are bidirectional and synchronized. For example, when you map dimensions in Data Integration, any saved mappings are populated automatically in Data Management.

For those customers using the EPM Integration Agent, see EPM Integration Agent.

The following are special considerations when using Data Integration.

Feature Data Integration Special Consideration/Noteworthy Issues
Role

Data Integration is available for the following business processes:

  • Planning and Planning modules
  • Tax Reporting
  • Financial Consolidation and Close
  • FreeForm
  • Account Reconciliation
  • Enterprise Profitability and Cost Management

Service administrators can also set up custom roles, which include:

  • Admin—full access and able to perform all tasks.
  • Create Integration—define an integration and associated setup and run the integration
  • Run Integration—Execute an integration and view mappings

Profitability and Cost Management. Oracle Hyperion Public Sector Planning and Budgeting and Oracle Enterprise Data Management Cloud do not have access to Data Integration.

Supported Business Services

Supported Services are:

  • Planning
  • Tax Reporting
  • Financial Consolidation and Close
  • Account Reconciliation
  • Enterprise Profitability and Cost Management
  • Freeform
Connections

Use the Configure Connections option in Data Integration to register, manage, and delete direct connection information to the following sources:

  • Oracle ERP Cloud
  • Oracle Human Capital Management Cloud
  • Netsuite
Applications

Applications shares the existing functionality of the Target Applications option in Data Management and enhances your experience with a more modern look and feel and responsive design. It is named "Applications" because it is used as the primary gateway to integrate data between different source systems and target applications.

Import Format

Fixed length file, including the Fixed Width – Numeric Data and Fixed Width – All Data types, are not supported.

Map Members page
  • Column Index (column name) has been changed to Processing Order.

  • Mapping scripts are unavailable.

Options

Column Headers for multi-period loads are unavailable.

Run Integrations

Scheduling is unavailable.

Note:

For business process to business process integrations, both business processes must be at the same release level.

When working with Data Integration, note the following terminology changes:

Data Management Name Data Integration Name
Target Application Applications
Import Format Map Dimensions
Data Load Mapping Map Members
Data Load Rule/Data Load Rule Name Integration