Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Creating and Running an EPM Center of Excellence
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2
Data Integration
- Prerequisites
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Using EPM Cloud Business Processes in Data Integration
- Customers Using Planning
- Loading Data to a FreeForm Application
- Customers Using Financial Consolidation and Close
- Customers Using Tax Reporting
- Customers Using Account Reconciliation
- Customers Using Strategic Workforce Planning
- Customers Using Enterprise Profitability and Cost Management
- Customers Using Profitability and Cost Management
- 3 Launching Data Integration
- 4 Integration Tasks
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5
Registering Applications
- Launching Applications Options
- Navigating Applications
- Registering EPM Local Applications
- Registering EPM Cloud Applications
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Registering Data Source Based Applications
- Registering Oracle ERP Cloud General Ledger Applications
- Registering Oracle NetSuite Applications
- Registering Incremental File Applications
- Defining an On-Premises Data Source Application
- Registering Oracle ERP Cloud Applications
- Registering Oracle ERP Cloud Custom Applications
- Registering Peoplesoft GL Balance Applications
- Registering E-Business Suite Applications
- Registering Oracle HCM Cloud Applications
- Registering an On-Premises File
- Registering File Applications
- Registering an Application for a Class of Dimensions or Dimension Type
- Registering a Data Export File Application
- Application Details
- Editing Options
- Setting Default Options
- Refreshing Members
- 6 Configuring Source Connections
- 7 Managing Period Mappings
- 8 Managing Category Mappings
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9
Defining a Data Integration
- Creating File-Based Integrations
- Creating Direct Integrations
- Mapping Dimensions
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Mapping Members
- Adding Member Mappings
- Using Explicit Mappings
- Using Between Mappings
- Using In Mappings
- Using Like Mappings
- Using Multi-Dimensional Mappings
- Format Mask Mapping for Target Values
- Selecting Members
- Filtering Members
- Import Member Mappings
- Importing Excel Mappings
- Downloading an Excel Template (Mapping Template)
- Restoring Member Mappings
- Exporting Member Mappings
- Setting Data Integration Options
- Defining A Clear Region
- Using Business Rules
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10
Defining Data Maps
- Understanding Data Maps
- Creating Data Maps
- Refreshing Data Maps
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Managing Data Maps
- Viewing Data Maps
- Changing Mapping Information for a Dimension
- Using Detailed Member-Level Mapping
- Moving Unmapped Dimensions
- Populating Detail Mappings
- Excluding Members from a Data Map
- Defining Data Map Options
- Editing Details for a Data Map
- Duplicating a Data Map
- Exporting a Data Map to Excel
- Importing a Data Map
- Deleting a Data Map
- Setting Data Options
- Validation Rules for Default Members
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Moving Data
- Moving Data to a Reporting Cube
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Moving Data from One Cube to Another Cube Using Smart Push
- About Smart Push
- Considerations When Using Smart Push
- Configuring Smart Push for a Form
- Using a Cross Application Smart Push
- Configuring Merge Options
- Moving Data After Configuring Smart Push
- Data Maps and Smart Push Performance
- Viewing the Smart Push Status
- Running Data Mapping and Smart Push Processes Simultaneously
- Checking Real Time Progress Status for Data Maps and Smart Push
- 11 Running an Integration
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12
Using the Pipeline
- Pipeline Considerations
- Pipeline Process Description
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Pipeline Job Types
- Using a Business Rule Job Type
- Using a Business Ruleset Job Type
- Using a Clear Cube Job Type
- Using a Copy from Object Storage Job Type
- Using a Copy to Object Storage Job Type
- Using an EPM Platform Job Job Type for Planning Jobs
- Using an EPM Platform Job Job Type for Financial Consolidation and Close and Tax Reporting Jobs
- Using an EPM Platform Job Job Type for Enterprise Profitability and Cost Management
- Using an Export Dimension by Name (EDMCS) Job Type
- Using an Export Dimension Mapping by Name (EDMCS) Job Type
- Using an Export Mapping Job Type
- Using an Export Metadata Job Type
- Using a File Operations Job Type
- Using an Import Mapping Job Type
- Using an Import Metadata Job Type
- Using an Integration Job Type
- Using Open Batch Job Types
- Using a Plan Type Map Job Type
- Using a Set Substitution Variable Job Type
- Editing Runtime Variables
- Running the Pipeline
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13
Reviewing Process Details and Viewing Results in the Workbench
- Viewing Process Details
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Using the Workbench
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Using the Workbench Workflow
- Importing Source Data
- Validating Source Data
- Exporting Data to Target Applications
- Checking the Data
- Showing Data in the Workbench
- Exporting Data in the Workbench
- Viewing Target Data
- Deleting Imported Data in the Workbench
- Viewing Mappings in the Workbench
- Viewing the Source Document in the Workbench
- Filtering Workbench Data
- Defining a Custom View in the Workbench
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Using the Workbench Workflow
- Validating Source Data
- 14 Exporting Data
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15
Drill Through
- Using Drilling Through to Source
- Defining Drill Details
- Using Direct Drill
- Adding a Custom View to the Drill Through Landing Page
- Drilling Through to the Oracle ERP Cloud
- Drilling Down to a BI Publisher Report in the Oracle ERP Cloud
- Drilling Through to the SAP® General Ledger in EPM Cloud
- Creating a Drill-Down for the EPM Integration Agent
- 16 Synchronizing Data
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17
Integrating Data
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Integrating Oracle General Ledger Balances from the
Oracle ERP Cloud
- Integration Process Description
- Configuring a Source Connection
- Registering an Oracle General Ledger Application
- Creating an Integration with the Oracle ERP Cloud (GL Balances)
- Mapping Dimensions
- Mapping Members
- Defining Oracle General Ledger Filters
- Processing Oracle General Ledger Adjustment Periods
- Running an Integration
- Writing Back to the Oracle ERP Cloud
- Integrating Metadata from the Oracle ERP Cloud
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Integrating Oracle ERP Cloud Data
- Process Description for Integrating Oracle ERP Cloud Data Using Prepackaged Queries
- Configuring an Oracle ERP Cloud Connection
- Registering Oracle ERP Cloud Applications
- Applying Application Filters to an Oracle ERP Cloud Data Source
- Selecting Period Report Parameters from the Oracle ERP Cloud
- Process Description for Integrating Oracle ERP Cloud Data Using a Custom Query
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Registering a BI Publisher Report as an
Oracle Enterprise Scheduler (ESS) Job
- Process Description for Registering ESS Jobs
- Defining the Data Extract Process
- Creating the Data Model for the BI Publisher Report Extract
- Creating the BI Publisher Report Extract
- Creating an Oracle Enterprise Scheduler (ESS) Job
- Creating the Integration Definition Between EPM Cloud and the BI Publisher Report Extract
- Loading Oracle ERP Cloud Exchange (FX) Rates to the EPM Cloud
- Security Role Requirements for Oracle ERP Cloud Integrations
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Integrating EPM Planning Projects and Oracle Fusion Cloud Project Management (Project Management)
- About Integrating EPM Planning Projects and Project Management
- Process Description for Integrating EPM Planning Projects and Project Management
- Security Role Requirements for EPM Cloud to Project Management Integrations
- Registering the Project Management Source
- Defining the Integration
- Initializing the Integration
- Post Initialization Mappings
- Mapping Custom Dimensions
- Defining Period Mappings
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Integrating Budget Revisions with Budgetary Control
- Process Description
- Registering the Planning Application with OEP_FS as an Input Cube
- Registering the Oracle ERP Cloud Source System
- Registering Budgetary Control as a Data Source and Importing Applications
- Registering the Planning Budget Revision
- Registering a Budget Adjustment Request
- Integrating the Planning Budget Revision and Budget Adjustment Request
- Mapping the Planning Budget Revision and the Budget Adjustment Request Dimensions
- Mapping Custom Budget Revision Attributes
- Defining Budget Adjustment Options
- Integrating Oracle NetSuite
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Integrating with the Oracle HCM Cloud
- Process Description for Integrating Data from Oracle HCM Cloud
- Downloading Oracle HCM Cloud Extracts
- Importing Oracle HCM Cloud Extract Definitions to Oracle HCM Cloud
- Configuring an Oracle HCM Cloud Connection
- Registering an Oracle HCM Cloud Application
- Updating Existing Oracle HCM Cloud Extracts
- Integrating Oracle HCM Cloud Metadata
- Oracle HCM Cloud Extract Definition Field Reference
- Integrating SAP
- Integrating with JD Edwards
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Integrating Account Reconciliation Data
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Loading Reconciliation Compliance Balances
- Loading Reconciliation Compliance Balances Process Description
- Creating a Reconciliation Compliance Balances Integration
- Mapping Dimensions for a Reconciliation Compliance Balances Application
- Mapping Members for Reconciliation Compliance Balances
- Running the Reconciliation Compliance Balances Integration
- Integrating BAI, SWIFT MT940, and CAMT.053 Format Bank File Balances
- Adding a Transaction Matching Target Application
- Integrating BAI, SWIFT MT940, and CAMT.053 Format Bank File Transactions
- Verifying BAI Bank Statement Balances
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Loading Reconciliation Compliance Transactions
- Loading Reconciliation Compliance Transactions Process Description
- Registering a Reconciliation Compliance Transactions Application
- Creating a Reconciliation Compliance Transactions Integration
- Mapping Reconciliation Compliance Transactions Attributes to Dimensions
- Mapping a Data Member for Reconciliation Compliance Transactions
- Defining a Period for Reconciliation Compliance Transactions
- Running the Reconciliation Compliance Transactions Integration
- Loading Exported Journal Entries
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Loading Reconciliation Compliance Balances
- Loading Data Using an Incremental File Adapter
- Integrating Metadata
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Integrating Oracle General Ledger Balances from the
Oracle ERP Cloud
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18
EPM Integration Agent
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Installing and Configuring the EPM Integration Agent
- Configuring and Starting the EPM Integration Agent Process Description
- Setting JAVA_HOME
- Downloading the EPMAgent ZIP
- Creating Application Folders
- Secure Sockets Layer (SSL) Certificate
- Configuring the Microsoft JDBC Driver for SQL Server in the EPM Integration Agent
- Configuring a SSL Connection to an Oracle Database
- Configuring a Custom JDBC Driver for SQL Data Sources in EPM Integration Agent
- Configuring the EPM Integration Agent Startup Parameters
- Using OAuth 2.0 Authorization Protocol with OCI (Gen2) Environments
- Running the EPM Integration Agent as a Windows Service
- Starting the EPM Integration Agent
- Configuring Synchronous Mode
-
EPM Cloud to On-premises Connectivity Using the EPM Integration Agent
- Using the EPM Integration Agent
- Understanding EPM Integration Agents
- EPM Integration Agent Process Description
- Extracting Data from On-premises Data Sources
- Using Prepackaged On-premises Adapters
- Importing Data from a File in the EPM Integration Agent Inbox
- Using an Agent File Adapter
- Performing a Quick Mode Load using the EPM Integration Agent
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Writing Back with the EPM Integration Agent
- Process Description for EPM Integration Agent Write-Back
- Registering the Data Export to On-Premises Application
- Setting the Application Detail Dimensions for the Write-Back
- Defining Application Details for A Data Export Application
- Practical Techniques for Writing Back to the EPM Integration Agent
- EPM Integration Agent Write-Back Event Scripts
- Understanding Agent Clusters
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EPM Integration Agent Scripting
- Events
- EPM Integration Agent API Methods
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Integrating Oracle Autonomous Database Data Using the EPM Integration Agent
- Process Description for Connecting to the Oracle Autonomous Database
- Connecting to the Oracle Cloud Infrastructure
- Configuring the EPM Integration Agent to Connect to the Oracle Autonomous Database
- Creating a Compute Instance
- Connecting to the Compute Instance Using WSCP
- Connecting to the Compute Instance Using Putty
- Configuring the EPM Integration Agent on a Compute Instance
- Loading Data from the Oracle Autonomous Database to the EPM Cloud
- Writing Back Data from the EPM Cloud to the Oracle Autonomous Database
- EPM Integration Agent Context Functions
- EPM Integration Agent Script Example
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Installing and Configuring the EPM Integration Agent
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A
Performance Tuning in Data Integration
-
Job Log Analysis
- Step 1: Stage and Load File to the TDATASEG_T table
- Step 2: Clean up Prior Data Loads
- Step 3: Process Mapping Rules
- Step 4: Clean up Prior Integrations in TDATASEG
- Step 5: Copy Mapping Results from TDATASEG_T to TDATASEG
- Step 6: Validate Mapping Results
- Step 7: Generate File and Load to Target
- Job Log Additional Considerations
- Tuning Considerations
-
Job Log Analysis
- B Building Reports Against the Data Integration Schema
- C Troubleshooting Data Integration Issues
- D Data Integration Best Practices
- E Scheduling Jobs
- F Frequently Asked Questions (FAQ) about Data Integration