Creating and Editing Data Source Connections
For Narrative Reporting Deployments:
To create a connection:
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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.
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In the Manage Connections, click to add new connections.
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In Name, enter a descriptive identifier for the connection, such as a combination of the data source and server.
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In Type, select the type of data source:
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Oracle Enterprise Performance Management Cloud, used for:
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Enterprise Profitability and Cost Management
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FreeForm
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Planning and Planning Modules
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Financial Consolidation and Close
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Tax Reporting
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Oracle Essbase Cloud
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Oracle Profitability and Cost Management Cloud Essbase Provider
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Oracle Fusion Applications Essbase Provider
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Oracle Essbase Analytic Provider Services (APS)
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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>
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(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".
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In Identity Domain, enter the identity domain of the data source pod.
Note:
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Not required for Oracle Essbase Cloud, Oracle Fusion Applications Essbase Provider or Oracle Essbase Analytic Provider Services (APS).
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For EPM Cloud deployments on Oracle Cloud Infrastructure (OCI), this field should be left blank.
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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.
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Click Test Connection.
(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.
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For EPM Cloud connections, optionally select Enable Library to expose a Remote Library.
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To select cubes to be added as data sources:
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Under Manage Data Sources, click Add Data Sources to add one or more cubes to connect Reports to.
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For each cube, enter a Data Source Name, select the Application and Cube names.
After selecting a cube, you can click on to preview the dimension list.
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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.
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Click OK to add the Connection. The connection will appear in the list under the Manage Connections.
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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:
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Changing the Connection Name does not affect any report objects that use the connection.
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Changing the Server, Application, or Cube names causes any report objects that use the connection to point to the new destination.
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For security purposes, you must re-enter the administrator credentials when editing the connection.