Creating, Editing, and Deleting Connections to Other EPM Cloud Environments

Before you can create connections to other EPM Cloud environments, you must ensure you have access to the source and target environments you're connecting. You must also have URLs for the other environments you're connecting and login details for each environment such as user ID (Service Administrator) and password.

To create, edit, duplicate, and delete connections:

  1. Login to the source environment.

  2. From the Home page, click Tools, and then click Connections.

  3. Choose an action:

    • To add a connection:

      1. On the Manage Connections page, click Create.

      2. On the Select Provider to Create Connection page, select the target environment you want to add.

      3. Enter the target environment connection details:

        • Click Change Provider to select a different target environment.

        • In Connection Name enter name for this navigation link; for example, Consolidation Application.

        • Enter an optional description for the link.

        • In URL, enter the URL of the target environment instance; for example, http(s)://your-target-host-url.com. This is the URL that you normally use to sign in to the target environment instance.

        • Use Service Administrator and Password to specify the credentials of a Service Administrator.

          Note:

          These credentials are used only to define and validate the navigation link. When a user logs in, their own role and access will be applied to access the target environment.

        • The Domain field is automatically populated based on the URL you enter. If there is no domain in the URL, then the Domain field is left blank.

      4. Click Validate.

      5. If the validation is successful, click Save and Close.

    • To edit connections:

      1. On the Manage Connections page, click the name of a connection.

      2. Edit connection details.

        Note:

        If you edit the URL to connect to a new service type, you could cause navigation flows to break. If you want to connect to a different service, Oracle recommends creating a new connection instead.

      3. Click Validate.

      4. If the validation is successful, click Save and Close.

    • To duplicate a connection:

      1. On the Manage Connections page, in the Action column next to the connection you want to duplicate, click Elipses Action icon.

      2. Click Duplicate.

      3. Enter a name for the duplicate connection, then click OK.

    • To delete a connection:

      1. On the Manage Connections page, in the Action column next to the connection you want to delete, click Elipses Action icon.

      2. Click Delete.

When target environments are connected to an EPM Cloud source environment, they are listed in the My Connections pane on the Navigator Navigator menu icon menu of the source environment. The My Connections pane on the Navigator Navigator menu icon menu is where you can navigate across environments. See Navigating Across EPM Cloud Environments.

For troubleshooting assistance, see Common Connection Errors and Resolutions.