Creating and Editing Data Source Connections

For Narrative Reporting Deployments:

To create a connection:

  1. On the Narrative Reporting Home page, under the Tools icon, you can select Connections.

    Note:

    Only the Service Administrator role can create and maintain Connections.


    From Home Page > Tools > Connections
  2. In the Manage Connections, click create buttonto add new connections.


    New Connections
  3. In Name, enter a descriptive identifier for the connection, such as a combination of the data source and server.

  4. In Type, select the type of data source:

    • Oracle Enterprise Performance Management Cloud, used for:

      • Planning and Planning Modules

      • Financial Consolidation and Close

      • Tax Reporting

    • Oracle Essbase Cloud

    • Oracle Profitability and Cost Management Cloud Essbase Provider

    • Oracle Fusion Applications Essbase Provider

    • Oracle Essbase Analytic Provider Services (APS)

  5. In Server Name, enter the data source server name with no protocol or URL. For example, for Oracle Enterprise Performance Management Cloud, if data source URL is: https://<servername>/HyperionPlanning, the server name is: <servername>.

  6. (Oracle Fusion Applications Essbase Provider and Oracle Essbase Analytic Provider Services (APS) only): In Essbase Server Name, enter the name of the Essbase server. By default for Fusion Applications, the server name is "Essbase_FA_Cluster" and for Essbase APS, the server name is "EssbaseCluster-1".

  7. In Identity Domain, enter the identity domain of the data source pod.

    Note:

    • Not required for Oracle Essbase Cloud, Oracle Fusion Applications Essbase Provider or Oracle Essbase Analytic Provider Services (APS).

    • Not required for EPM Cloud deployments on Oracle Cloud Infrastructure (OCI).

  8. Enter the administrator User ID and Password. The administrator User ID needs to be a Service/System Administrator role at the data source level, BI Administrator role for Fusion Applications.

    Note:

    You must log in to Narrative Reporting with the administrator credentials for the data source that you want to create a connection to. For example, if your Planning Modules administrator is PlanAdmin, you must log in to Narrative Reporting with the PlanAdmin credentials to create a data source connection to the Planning Modules data source. Enter User ID and Password credentials used for native authentication at the source. Single Sign-on with Identity Assertion technologies is not supported.

  9. Click Test Connection.


    Test Connections

    (Oracle Essbase Cloud only): Click Yes on the dialog box to trust the connection. This setting is stored so that you do not have to answer the question again.

  10. For EPM Cloud connections, optionally select Enable Library to expose a Remote Library.

  11. To select cubes to be added as data sources:

    • Under Manage Data Sources, click create button Add Data Sources to add one or more cubes to connect Reports to.

    • For each cube, enter a Data Source Name, select the Application and Cube names.


      manage data source

      After selecting a cube, you can click on preview to preview the dimension list.

    • In the Manage Data Sources toolbar, you can: Edit an existing data source, create a New data source, Delete a data source and Refresh the view.

    • Click OK to add the Connection. The connection will appear in the list under the Manage Connections.

To Edit a Connection:

In Manage Connections, select the Connection, and then select Edit from the Actions menu. When you edit a connection, you can change the Connection Name and Server, as well as the Application and Cube names.

Note:

  • Changing the Connection Name does not affect any report objects that use the connection.

  • Changing the Server, Application, or Cube names causes any report objects that use the connection to point to the new destination.

  • For security purposes, you must re-enter the administrator credentials when editing the connection.

video icon -- Working with Connections and Remote Libraries.