1. Administering Financial Consolidation and Close
  2. Integrating EPM Cloud with Oracle Guided Learning

9 Integrating EPM Cloud with Oracle Guided Learning

Oracle Guided Learning (OGL) offers a robust framework for developing personalized, guided, and contextual training and user onboarding experiences. Beyond the EPM documentation, this versatile toolset includes the options to create custom process guides, display groups, message guides, smart tips, and more. It offers a comprehensive learning interface tailored to meet specific needs within Oracle Enterprise Performance Management Cloud environments, enhancing user proficiency and operational efficiency. For a detailed overview, see Introduction & Overview of Oracle Guided Learning in Oracle Guided Learning User Guide.

EPM Cloud users have access to OGL Console, which allows them to define content that streamlines adoption by enabling them to design and activate in-application guidance tailored to specific workflows and requirements. For instance, you can create OGL guides for your Navigation Flows.

Note:

The following EPM Cloud business processes are currently configured for integration with OGL - Account Reconciliation, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Profitability and Cost Management, and Tax Reporting.

Configuring Settings in EPM Cloud Environment

Before proceeding, ensure you have an active OGL account and at least one Application ID (App ID) set up. Each App ID can group guides customized for EPM workflows for a particular business process. For setup details, see Getting Started in Oracle Guided Learning User Guide.

Note:

When integrating an OGL App ID to use OGL Help within a Navigation Flow, configure it solely at the source instance. OGL setup is unnecessary on any of the connected instances.
Follow these steps to integrate an OGL application into your EPM Cloud environment:

  1. Navigate to Applications, then Settings

  2. Enter the following Oracle Guided Learning Settings:
    • Application ID
    • Server URL - Depending on the location of your environment, enter the URL:
      • NA: https://guidedlearning.oracle.com
      • EMEA: https://guidedlearning-emea.oracle.com
      • APAC: https://guidedlearning-apac.oracle.com
  3. Click Save. You'll need to logoff and log back in for the OGL widget to display on your screen.
    EPM Home screen with OGL widget

Key Considerations

  • EPM Cloud environment is required to perform daily maintenance. Oracle generates a maintenance snapshot, known as an Artifact Snapshot, which captures existing artifacts and data. It's important to note that OGL configuration in EPM Cloud is not integrated, and therfore not included in the Artifact Snapshot.

  • If the EPM Cloud environment has IP allowlist setup, the IP address of the OGL server or the outbound IP address of the data center that hosts the OGL server must be added to the IP allowlist. See Outbound IP Addresses of EPM Cloud Data Centers and Regions in Oracle Enterprise Performance Management Cloud Operations Guide.