Configuring a Source Connection

To begin integrating the Oracle General Ledger with the Oracle Enterprise Performance Management Cloud, you first create and register the source system with the type "Oracle ERP Cloud".

After the source system and connection information are specified, you initialize the source system to copy the Oracle General Ledger Chart of Account information to EPM Cloud as one of many Essbase target applications. The download is an integration with the Essbase database of the Planning application. You can see the actual cubes in Oracle Smart View for Office.

After the source system and connection information are specified, you initialize the source system to copy the Oracle General Ledger Chart of Account information to EPM Cloud as one of many Essbase target applications. The download is an integration with the Essbase database of the Planning application. You can see the actual cubes in Smart View.

To begin integrating the Oracle General Ledger with the EPM Cloud, you first create and register the source system with the type "Oracle ERP Cloud".

To add a source system:

  1. On the Setup tab, under Register, select Source System.
  2. In Source System, click Add.
  3. Enter the source system details:
    1. In Source System Name, enter the source system name.

      Enter the Oracle General Ledger name to use for the file, such as "General Ledger" or "Oracle General Ledger Financials". If you are also using this source for write-back, make sure the source system name does not include any spaces.

    2. In Source System Description, enter a description of the source system.
    3. In Source System Type, select Oracle ERP Cloud.
    4. In Drill Through URL, specify one of the following Oracle ERP Cloud release URL formats:
      • R13—system uses the Oracle ERP Cloud Release 13 URL format.
      • R12—system uses the Oracle ERP Cloud Release 12 and earlier URL format.
      • (Null)—system uses the Oracle ERP Cloud Release 12 and earlier URL format.
      If you need to overwrite the server in addition to specify the release URL format, specify one of the following Oracle ERP Cloud release URL formats:
      • R13@https://server—system uses the Oracle ERP Cloud Release 13 URL format and your server.
      • R12@https://server—system uses the Oracle ERP Cloud Release 12 and earlier URL format and your server.
    5. Leave the Fusion Budgetary Control field unchecked.

      Image shows the Details section of the Source System page.

    6. In Application Filter, specify any filter(s) condition to limit the number of Essbase applications returned when you initialize the source system.

      You can specify a single filter condition or multiple filters conditions. If you use multiple filter condition, separate each filter condition by a comma (,).

      When you specify an application name as a filter condition, you can specify the full Oracle ERP Cloud application name, wild card, or a wild card for a single character as shown below.

      • Vision (Full Name)
      • VF* (Wild Card)
      • VF??COA (Wild Card for single char_
      Image shows the Application Filter field.

      When you run the initialize process, the system imports all the applications that match the filter condition. If no filters are provided, all applications are imported.

  4. Click Configure Source Connection.
    The Configure Source Connection screen is used to configure the connection to the Oracle ERP Cloud.

    The source connection configuration is used to store the Oracle ERP Cloud user name and password. It also stores the WSDL connection for the Oracle ERP Cloud user name and password.

  5. In User Name, enter the Oracle ERP Cloud user name.

    Enter the name of the Oracle ERP Cloud user who launches the process requests to send information between EPM Cloud and the Oracle ERP Cloud. This user must have an assigned Oracle General Ledger job role such as "Financial Analyst," "General Accountant," or "General Accounting Manager."

    Note:

    Web services require that you use your native user name and password and not your single sign-on user name and password.

  6. In Password, enter the Oracle ERP Cloud password.

    You must update this password anytime you change your Oracle ERP Cloud password.

  7. In Web Services URL, enter the server information for the Fusion web service. For example, enter https://server.

    If you are use a release URL format version earlier than R12, then replace the "fs" with fin in the URL from the one that is used to log on into the Web Services URL.

    If you are use a release URL format version later than R12, replace the "fs" with fa in the URL from the one that is used to log or simply copy and paste the server from the one that is used to log on into Web Services URL.

  8. Click Test Connection.
  9. Click Configure.

    The confirmation "Source system [source system name] configuration has been updated successfully" is displayed.

  10. On the Source System screen, click Initialize.

    Initializing the source system fetches all metadata needed in Data Management, such as ledgers, chart of accounts, and so on. It is also necessary to initialize the source system when there are new additions, such as chart of accounts, segments/ chartfields, ledgers, and responsibilities in the source system.

    The initialize process may take a while, and you can watch the progress in the job console.

    Note:

    When re-initializing an Oracle General Ledger source, application period mappings are reset/removed from the system. If specific period mappings are required, then use the source period mapping tab to specify the period mappings.
  11. Click Save.

    After you add a source system, select the source system in the table, and the details are displayed in the lower pane.

    The initialize process may take a while, so the user can watch the progress in the job console.