About Connecting EPM Cloud Environments

Overview

Service Administrators can connect multiple EPM Cloud environments of the following types:

• Account Reconciliation

• Enterprise Profitability and Cost Management

• Financial Consolidation and Close

• FreeForm

• Narrative Reporting

• Planning

• Planning Modules

• Profitability and Cost Management

• Sales Planning

• Strategic Workforce Planning

• Tax Reporting

Once Service Administrators set up the connections, users who have access across EPM Cloud environments can navigate across them from a single access point with one login. Also artifacts such as forms and dashboards, from across environments can be co-mingled within a cluster or within tabs on a card in navigation flows. Artifacts in the target environment are accessible based on the user's role.

Note:

You can also connect directly Oracle Analytics Cloud Enterprise Edition or Professional Edition 5.6 to EPM Cloud Platform, provided you have both services. When you've configured the connection, you can visualize data from EPM Cloud business processes in Oracle Analytics Cloud. You no longer have to model EPM data in a metadata repository (RPD) file to create visualizations and dashboards in Oracle Analytics Cloud. For more information, see the Oracle Analytics Cloud documentation.

Additionally, you can connect Oracle NetSuite Account Reconciliation and Oracle NetSuite Planning and Budgeting.

Which environments can I connect?

The source environment is the environment from which you're creating the connection. The target environment is the environment to which you're connecting from the source environment.

You can connect these source environments (these environments can also be target environments):

• Enterprise Profitability and Cost Management

• FreeForm

• Financial Consolidation and Close

• Oracle NetSuite Planning and Budgeting

• Planning

• Planning Modules

• Sales Planning

• Strategic Workforce Planning

• Tax Reporting

Source environments can also connect to these target environments (these environments can't be source environments):

• Account Reconciliation

• Narrative Reporting

• Oracle NetSuite Account Reconciliation

• Profitability and Cost Management

What are the ways I can connect to other EPM Cloud environments?

• Toggle between the source environment and the target environment on the Navigator menu. See Navigating Across EPM Cloud Environments.

• Customize navigation flows in the source environment to access clusters, cards, and artifacts in other target environments from the Home page. See Customizing Navigation Flows to Access Other EPM Cloud Environments.

• Use direct URLs to seamlessly integrate connected environments. See Using Direct URLs to Integrate Connected Environments.

Considerations

• Only Service Administrators create cross-environment connections.

  Users click a navigation link to open the linked environment. Access within the linked environment is determined by the predefined role and access permissions, if any, assigned to the user.

• For cross-environment navigation to be seamless, all environment instances to which cross-environment navigation flows are setup must belong to the same identity domain.

  Note:

  If the target and source environment instances are not on the same identity domain, then you'll not be able to establish a connection between them.

• Service Administrators cannot configure cross-environment connections using corporate SSO (identity provider) credentials.

  If your environments are configured for SSO, ensure that identity domain credentials are maintained for the Service Administrators who configure cross-environment connections. See Enabling Sign In With Identity Domain Credentials.

• Migrating cross-environment connections between test and production environments can cause issues in certain use case scenarios. For more information, see Considerations for Migrating EPM Cloud Connections.

• Vanity URLs are not supported in cross-environment connections.

Troubleshooting

For help with information on fixing common errors while connecting environments, see Handling Issues with Navigation Flows in Oracle Enterprise Performance Management Cloud Operations Guide.

Videos

Your Goal	Watch This Video
Watch this video to learn how to customize an EPM Cloud workflow.	Overview: Configure Navigation Flows to Integrate EPM Cloud Business Processes