Configuring ERP Integrator 11.1.1.3


Purpose


In this tutorial, you learn how to configure ERP Integrator 11.1.1.3.

Time to Complete


Approximately 1 hour

Topics


This tutorial covers the following topics:

 Overview
 Prerequisites
 Running EPM System Configurator for ERP Integrator
 Creating the ERP Integrator Master Repository
 Creating Logical Schemas
 Creating Data Servers and Physical Schemas
 Creating Contexts
 Configuring the ERP Integrator Work Repository
 Creating a Physical Agent
 Importing Scenarios
 Accessing ERP Integrator in Workspace
 Registering an ERP Integrator Source System
 Summary
 Related information

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Overview


Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications, Fusion Edition (ERP Integrator) is a module of Oracle Hyperion Financial Data Quality Management, Fusion Edition (FDM) that enables you to integrate metadata and data from an Enterprise Resource Planning (ERP) source system into an Enterprise Performance Management (EPM) target application. It also enables you to drill through from the EPM target application and view data in the ERP source system. ERP Integrator relies on ODI as the engine that extracts data and metadata from the defined sources, and then populates the Performance Management Architect interface tables or the Classic applications with the extracted artifacts. In this tutorial, you learn how to configure ERP Integrator 11.1.1.3.

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Prerequisites


Before starting this tutorial, you should:

1.

 

ODI must be installed and configured.

Note: ERP Integrator is sold as a component of FDM; however, you do not need to install FDM before you install ERP Integrator.

2.

Have downloaded ERP Integrator from Oracle's eDelivery Web site and run the EPM System Installer to install it.

3.

Have created the following three schemas for ERP Integrator in your database and assigned appropriate roles or rights for the users or resources for each schema:

  • Master Repository
  • Work Repository
  • EPM System

4.

Have installed and configured ODI

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Running EPM System Configurator for ERP Integrator


After running EPM System Installer to install ERP Integrator 11.1.1.3, you use EPM System Configurator to configure ERP Integrator for the EPM System.

1.

Select Start > Programs > Oracle EPM System > Foundation Services > EPM System Configurator.

EPM System Configurator is displayed.

 

2.

On the Task Selection panel, select ERP Integrator, and click Next.

 

3.

On the Database Configuration panel, perform the following actions:

a. Select Perform 1st-time configuration of database.
b. Enter the details for the EPM System database.
c. Click Next.
 

 

4.

On the Application Server panel, select Automatic as the deployment type for Embedded Java Container, and click Next.

 

5.

On the Application Server deployment panel, accept the default entries, and click Next.

 

6.

On the confirmation panel, review the configuration tasks, and click Next.

 

7.

On the summary panel, review the status of each configuration task to ensure that all tasks were completed, and then click Finish to close EPM System Configurator.

 

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Creating the ERP Integrator Master Repository


You create the master repository by using Master Repository Creation Wizard. The wizard creates the tables and imports the definitions for the different technologies.

1.

Select Start > Programs > Oracle > Oracle Data Integrator > Repository Management > Master Repository Creation.

The Master Repository Creation Wizard is displayed.

 

2.

In the Driver field, click the ellipsis ( ...) button to select the driver from a list.

Use the Driver field to enter the database driver used for the master repository.


 

3.

In the Drivers window, select Oracle JDBC Driver from the drop-down list, and click OK.

 

4.

In the URL field, click the ellipsis ( ...) button to select the URL from a list.

Use the URL field to enter the URL that specifies the connection information for the driver and the selected database type.

 

5.

In the URL examples window, select jdbc:oracle:thin@<host>:<port>:<sid> from the drop-down list, and click OK.

 

6.

In the URL string, replace the values for <host>, <port>, and <sid> with the entries corresponding to the database used for the master repository.

 

7.

In the User and Password fields, enter the master repository user name and password for the schema that you created, and click Test Connection.

 

8.

Verify that the connection was made successfully, and click OK.

 

9.

In the ID field, enter an ID for the master repository. In this example, you enter 10.

The ID affects imports and exports between repositories.

 

10.

From the Technology list, select Oracle, and click OK.

The master repository is created. This process may take several minutes to complete.

 

11.

Verify that the master repository was created successfully , and click OK to close the wizard.

 

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Creating Logical Schemas


After defining the master repository, you enter logical schema names for each related technology type. You must define schemas for AIF_TGT, AIF_FILE, one source (either PSFT_APPS or EBS_APPS), and one target (either HPL_TGT or HFM_TGT). Once the schemas have been defined, you can hide unused technologies so that the displayed list is shorter.

1.

Select Start > Programs > Oracle > Oracle Data Integrator> Topology Manager.

 

2.

On the login screen, enter the user name and password of the ODI administrator and click OK. By default, the user name is SUPERVISOR and the password is SUNOPSIS.

Note: The user name and password are case-sensitive.

Topology Manager is displayed.

 

3.

In Topology Manager, select the Logical Architecture tab.

 

4.

Expand Technologies.

 

5.

In the Technologies list, right-click Oracle and select Insert Logical Schema.

 

6.

In the name field, enter EBS_APPS, and click OK.

 

7.

In the Technologies list, right-click Oracle and select Insert Logical Schema.

 

8.

In the name field, enter PSFT_APPS, and click OK.

 

9.

In the Technologies list, right-click Oracle and select Insert Logical Schema.

 

10.

In the name field, enter AIF_TGT, and click OK.

 

11.

In the Technologies list, right-click File and select Insert Logical Schema.

 

12.

In the name field, enter AIF_FILE, and click OK.

 

13.

In the Technologies list, right-click Hyperion Planning and select Insert Logical Schema.

 

14.

In the name field, enter HPL_TGT, and click OK.

 

15.

In the Technologies list, right-click Hyperion Financial Management and select Insert Logical Schema.

 

16.

In the name field, enter HFM_TGT, and click OK.

The logical schemas are created.

 

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Creating Data Servers and Physical Schemas


Logical schemas must be associated with a physical schema for a specific context. A physical schema is defined as part of a data server definition. You must define six mandatory physical schemas. You can enter dummy connection information for any technology that your organization does not use.

1.

Select Start > Programs > Oracle > Oracle Data Integrator > Topology Manager.

 

2.

On the login screen, enter the user name and password of the ODI administrator and click OK. By default, the user name is SUPERVISOR and the password is SUNOPSIS.

Note: The user name and password are case-sensitive.

Topology Manager is displayed.


 

3.

In Topology Manager, select the Physical Architecture tab.

 

4.

Expand Technologies.

 

5.

In the Technologies list, right-click Hyperion Financial Management and select Insert Data Server.

The Data Server: New dialog box is displayed.

 

6.

On the Definition tab, perform the following actions:

a. In the Name field, enter ERPI_ HFM.
b. In the Cluster field, enter the name of your HFM cluster. In this example, enter W2K3B.
c. In the User field, enter the name of an administrator or another user with privileges to load data to Financial Management target applications. In this example, enter trnadmin.
d. In the Password field, enter the password for the user you selected in step c. In this example, enter hyperion.
e. Click OK.
 

The Physical Schema:ERPI_HFM.Application dialog box is displayed.

 

7.

Click OK.

A message indicates that you must specify a context to be able to use the schema in Designer.

 

8.

Click OK.

 

9.

In the Technologies list, right-click Hyperion Planning and select Insert Data Server.

The Data Server: New dialog box is displayed.

 

10.

On the Definition tab, perform the following actions:

a. In the Name field, enter ERPI_Planning.
b. In the Server field, enter the name of your Planning RMI server in <server>:<port> format. Typically, RMI runs on port 11333. In this example, enter W2K3B:11333.
c. In the User field, enter the name of an administrator or another user with privileges to load data to Planning target applications. In this example, enter trnadmin.
d. In the Password field, enter the password for the user you selected in step c. In this example, enter hyperion.
e. Click OK.
 

The Physical Schema:ERPI_Planning.Application dialog box is displayed.

 

11.

Click OK.

A message indicates that you must specify a context to be able to use the schema in Designer.

 

12.

Click OK.

 

13.

For FDM, in the Technologies list, right-click File and select Insert Data Server.

The Data Server: New dialog box is displayed.

 

14.

In the name field, enter ERPI_FDM, and then select the JDBC tab.

Note: Connection information is not required for File.

 

15.

Click the ellipsis (...) button to select the driver from a list. Use the JDBC Driver field to enter the database driver used for the file.

 

16.

On the Drivers window, select Sunopsis File JDBC Driver from the drop-down list, and click OK.

The JDBC URL field is populated automatically.

 

17.

Delete everything in the URL after jdbc:snps:dbfile, and click OK.

 

18.

Perform the following actions:

a. In the Directory (Schema) field, select <Undefined>.
b. Enter the directory location where ODI saves an extract file for use by FDM. You must ensure that this folder exists and is writable by ODI. In this example, enter C:/ERPI_FILE.
c. In the Directory (Work Schema) field, select <Undefined>.
d. Enter C:/ERPI_FILE.
e. Click OK.
 

A message indicates that you must specify a context to be able to use the schema in Designer.

 

19.

Click OK.

 

20.

For EBS, in the Technologies list, right-click Oracle and select Insert Data Server.

The Data Server: New dialog box is displayed.

 

21.

On the Definition tab, perform the following actions:

a. In the Name field, enter ERPI_EBS.
b. In the Server field, enter the name of your EBS instance. In this example, enter EBS.
c. In the User field, enter the name of a database administrator for the EBS instance. This account must have read/write access to the Oracle database tables owned by the "Apps" schema. In this example, enter ebsuser.
d. In the Password field, enter the password for the user you selected in step c. In this example, enter hyperion.
e. Select the JDBC tab.
 

 

22.

Click the ellipsis (...) button to select the driver from a list. Use the JDBC Driver field to enter the database driver for the EBS database.

 

23.

In the Drivers window, select Oracle JDBC Driver from the drop-down list, and click OK.

 

24.

Click the ellipsis (...) button to select the URL from a list. Use the JDBC URL field to enter the URL that specifies the connection information for the driver and the selected database type.

 

25.

In the URL examples window, select jdbc:oracle:thin@<host>:<port>:<sid> from the drop-down list, and click OK.

 

26.

In the URL string, replace the values for <host>, <port>, and <sid> with the entries corresponding to the database used for the EBS database.

 

27.

Click OK.

The Physical Schema:ERPI_EBS.Schema dialog box is displayed.

 

28.

Perform the following actions:

a. In the Schema (Schema) field, select <Undefined>.
b. Enter APPS.
c. In the Schema (Work Schema) field, select <Undefined>.
d. Enter APPS.
e. Click OK.
 

A message indicates that you must specify a context to be able to use the schema in Designer.

 

29.

Click OK.

 

30.

For PeopleSoft, in the Technologies list, right-click Oracle and select Insert Data Server.

The Data Server: New dialog box is displayed.

 

31.

On the Definition tab, perform the following actions:

a. In the Name field, enter ERPI_PSFT.
b. In the Server field, enter the name of your PeopleSoft instance. In this example, enter PSFT.
c. In the User field, enter the name of a database administrator for the EBS instance. In this example, enter psftuser.
d. In the Password field, enter the password for the user you selected in step c. In this example, enter hyperion.
e. Select the JDBC tab.
 

 

32.

Click the ellipsis (...) button to select the driver from a list. Use the JDBC Driver field to enter the database driver for the PSFT database.

 

33.

In the Drivers window, select Oracle JDBC Driver from the drop-down list, and click OK.

 

34.

Click the ellipsis (...) button to select the URL from a list. Use the JDBC URL field to enter the URL that specifies the connection information for the driver and the selected database type.

 

35.

In the URL examples window, select jdbc:oracle:thin@<host>:<port>:<sid> from the drop-down list, and click OK.

 

36.

In the URL string, replace the values for <host>, <port>, and <sid> with the entries corresponding to the database used for the PSFT database.

 

37.

Click OK.

The Physical Schema:ERPI_PSFT.Schema dialog box is displayed.

 

38.

Perform the following actions:

a. In the Schema (Schema) field, select <Undefined>.
b. Enter PSFT.
c. In the Schema (Work Schema) field, select <Undefined>.
d. Enter PSFT.
e. Click OK.
 

A message indicates that you must specify a context to be able to use the schema in Designer.

 

39.

Click OK.

 

40.

For ERP Integrator, in the Technologies list, right-click Oracle and select Insert Data Server.

The Data Server: New dialog box is displayed.

 

41.

On the Definition tab, perform the following actions:

a. In the Name field, enter ERPI_ERPI.
b. In the Server field, enter the name of the instance that you configured for ERPI in EPM System Configurator. In this example, enter HYPERION.
c. In the User field, enter the name of a database administrator for the ERPI instance. In this example, enter ERPI.
d. In the Password field, enter the password for the user you selected in step c. In this example, enter hyperion.
e. Select the JDBC tab.
 

 

42.

Click the ellipsis (...) button to select the driver from a list. Use the JDBC Driver field to enter the database driver for the ERPI database.

 

43.

In the Drivers window, select Oracle JDBC Driver from the drop-down list, and click OK.

 

44.

Click the ellipsis (...) button to select the URL from a list. Use the JDBC URL field to enter the URL that specifies the connection information for the driver and the selected database type.

 

45.

In the URL examples window, select jdbc:oracle:thin@<host>:<port>:<sid> from the drop-down list, and click OK.

 

46.

In the URL string, replace the values for <host>, <port>, and <sid> with the entries corresponding to the database used for the ERPI database that you configured in EPM System Configurator.

 

47.

Click OK.

The Physical Schema:ERPI_ERPI.Schema dialog box is displayed.

 

48.

Perform the following actions:

a. In the Schema (Schema) field, select <Undefined>.
b. Enter ERPI.
c. In the Schema (Work Schema) field, select <Undefined>.
d. Enter ERPI.
e. Click OK.
 

A message indicates that you must specify a context to be able to use the schema in Designer.

 

49.

Click OK.

The data servers and physical schemas are created.

 

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Creating Contexts


Contexts bring together components of the physical architecture of the information system and components of the ODI logical architecture (the architecture on which the user works). You must create a context for the six mandatory logical schemas.

1.

Select Start > Programs > Oracle > Oracle Data Integrator > Topology Manager.

 

2.

On the login screen, enter the user name and password of the ODI administrator and click OK. By default, the user name is SUPERVISOR and the password is SUNOPSIS.

Note: The user name and password are case-sensitive.

.

Topology Manager is displayed.


 

2.

In Topology Manager, select the Contexts tab.


 

3.

Right-click anywhere on the Context tab, and select Insert Context.

The Context:New dialog box is displayed.

 

4.

In the Name field, enter ERPI, and click Apply.

The Code field is populated with ERPI automatically.

 

5.

Select the Schemas tab.

 

6.

Click the Physical Schema drop-down list for AIF_FILE, and select ERPI_FDM.C:/ERPI_FILE.

 

7.

Click the Physical Schema drop-down list for AIF_TGT, and select ERPI_ERPI.ERPI.

 

8.

Click the Physical Schema drop-down list for EBS_APPS, and select ERPI_EBS.APPS.

 

9.

Click the Physical Schema drop-down list for HFM_TGT, and select ERPI_HFM.HFM_APP.

 

10.

Click the Physical Schema drop-down list for HPL_TGT, and select ERPI_Planning.PLN_APP.

 

11.

Click the Physical Schema drop-down list for PSFT_APPS, and select ERPI_PSFT.PSFT.

 

12.

Click OK to close the Context.ERPI dialog box.

The contexts are created.

 

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Configuring the ERP Integrator Work Repository


The work repository contains information about your data models and projects. You create a work repository by using the ODI Topology Manager.

1.

Select Start > Programs> Oracle> Oracle Data Integrator> Topology Manager.

 

2.

On the login screen, enter the user name and password for the ODI administrator account, and click OK. By default, the user name is SUPERVISOR and the password is SUNOPSIS.

Note: The user name and password are case-sensitive.

Topology Manager is displayed.


 

3.

In Topology Manager, select the Repositories tab.

 

4.

Right-click Work Repositories, and select Insert Work Repository.

 

5.

In the Name field, enter ERPIWORK.

 

6.

From the Technology drop-down list, select Oracle.

 

7.

In the Instance field, enter the name of your database instance. In this example, enter HYPERION.

 

8.

In the User and Password fields, enter the user name and password for your work repository. In this example, enter ERPIWORK for the user, and hyperion for the password.

 

9.

Select the JDBC tab.

 

10.

In the JDBC Driver field, click the ellipsis (...) button to select the driver from a list. Use the JDBC Driver field to enter the database driver used for the work repository.

.

 

11.

In the Drivers window, select Oracle JDBC Driver from the drop-down list, and click OK.

 

12.

In the JDBC URL field, click the ellipsis (...) button to select the URL from a list. Use the JDBC URL field to enter the URL that specifies the connection information for the driver and the selected database type.

.

 

13.

In the URL examples window, select jdbc:oracle:thin@<host>:<port>:<sid> from the drop-down list, and click OK.

 

14.

In the URL string, replace the values for <host>, <port>, and <sid> with the entries corresponding to the database used for the work repository.

 

15.

Click OK.

 

16.

In the ID field, enter 20.

 

17.

From the Type drop-down list, select Execution.

 

18.

Enter a name for the work repository, and click OK.

Note: The name is displayed in the list of work repositories and is also referenced in the source system setup in ERP Integrator.

The work repository is created.

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Creating a Physical Agent


The ODI agent is a Java application that can be placed as a listener on a TCP/IP port to handle the communication between the ERP Integrator components and the ODI components.

1.

Selecting Start > Programs > Oracle > Oracle Data Integrator> Topology Manager.

 

2.

On the login screen, enter the user name and password for the ODI administrator account, and click OK. By default, the user name is SUPERVISOR and the password is SUNOPSIS.

Note: The user name and password are case-sensitive.

Topology Manager is displayed.


 

3.

In Topology Manager, select the Physical Architecture tab.

 

4.

Right-click Agents, and select Insert Agent.

The Agent:New dialog box is displayed.

 

5.

In the Agent:New dialog box, perform the following actions:

a. In the Name field, enter ERPIAgent.
b. In the Host field, enter the server for the agent. In this example, enter W2K3B.
c. In the Port field, enter the port that the agent will run on. The default port is 20910.
d. Click OK.
 

The agent is created.

 

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Importing Scenarios


ODI modules are shipped as a set of compiled components, called scenarios. When you install ERP Integrator, scenarios are automatically installed in HYPERION_HOME\products\FinancialDataQuality\odi\scenarios. As part of the configuration process, you must import these scenarios into ODI.

1.

Select Start > Programs > Oracle > Oracle Data Integrator > Operator.

 

2.

On the login screen, enter the user name and password for the ODI administrator account, and click OK. By default, the user name is SUPERVISOR and the password is SUNOPSIS.

Note: The user name and password are case-sensitive.

ODI Operator is displayed.


 

3.

Select File > Import > Import Scenario.

 

4.

In the Import Type drop-down list, select Synonym Mode INSERT_UPDATE.

 

5.

Click the ellipsis (...) button to browse to the import directory. Use the File import directory field to specify the directory from which you want to import scenarios.

 

6.

Browse to select the HYPERION_HOME\products\FinancialDataQuality\odi\scenarios directory, and click OK.

 

7.

In the "Select the file(s) to import" field, select all files, and then click OK.

The scenarios are imported.

 

8.

Select the Scenarios tab.

 

9.

Verify that the scenarios are displayed.

 

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Accessing ERP Integrator in Workspace


You must redeploy the Workspace Web service before you can access ERP Integrator through Workspace.

1.

Select Start > Programs > Oracle EPM System > Foundation Services > EPM System Configurator.

EPM System Configurator is displayed.

 

2.

On the Task Selection panel, perform the following actions:

a. Expand Hyperion Foundation.
b. Expand Workspace.
c. Select Configure Web Server.
d. Click Next.
 


 

3.

On the Configure Workspace Web Server panel, accept the defaults, and click Next.

 

4.

On the confirmation panel, review the configuration tasks, and click Next.

 

5.

Verify that the configuration task was completed successfully, and click Finish to close EPM System Configurator.

 

6.

Navigate to the Windows Services dialog box, and restart the Hyperion Workspace - Web Application service.

 

7.

In Internet Explorer, enter http://<Web server>:<port>/workspace/, where <Web Server> is the Web server machine host name and <port> is the Web server listen port.

 

8.

Enter the user name and password of the ERP Integrator administrator, and click Log On.

Workspace is displayed.

 

9.

Select Navigate > Administer > ERP Integrator.

 

10.

Verify that ERP Integrator is displayed.

 

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Registering an ERP Integrator Source System


You can use ERP Integrator to extract data and metadata from multiple general ledger instances. ERP Integrator supports E-Business Suite and PeopleSoft system types.

1.

In Internet Explorer, enter http://<Web server>:<port>/workspace/, where <Web Server> is the Web server machine host name and <port> is the Web server listen port.

 

2.

Enter the user name and password of the ERP Integrator administrator, and click Log On.

Workspace is displayed.

 

3.

Select Navigate > Administer > ERP Integrator.

 

4.

In ERP Integrator, select Administration > Source System Registration.

 

5.

Click Add Source System.

 

6.

In Source System Details, perform the following actions:

a. In the Name field, enter the source system name.
b. In the Type drop-down box, select a source type. In this example, select ebusiness Suite Release 12.
 

 

7.

In ODI Details, perform the following actions:

a. In the Agent Host field, enter the name of the ODI agent.
b. In the Agent Port field, enter the TCP/IP port for the ODI agent.
c. In the Context Code field, enter the name of the Context that you created earlier in this tutorial.
d. In the JDBC Driver field, enter the driver code. In this example, enter oracle.jdbc.driver.OracleDriver.
e. In the JDBL URL field, enter the driver URL code. In this example, enter jdbc.oracle:thin@w2k3b:1521:HYPERION.
f. In the Log Level field, enter level of detail that you want to capture in the logs from 0 to 5, with 5 being the most detail.
In the User field, enter the database schema user name for the ODI master repository. g. In the Password field, enter the database schema password for the ODI master repository.
h. In the Repository code field, enter the work repository name.
i. Click Save.
 

 

8.

Select the source system that you created, and click Initialize.

If the initialization is successful, the system provides a Process ID. If the initialization is not successful, the system returns an error.

 

9.

Verify that a Process ID is displayed.

You completed the tutorial.

 

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Summary


In this tutorial, you learned how to:

 Run EPM System Configurator for ERP Integrator.
 Create the ERP Integrator master and work repositories.
 Create logical schemas.
 Create data servers and physical schemas.
 Create the contexts between logical and physical schemas.
 Create a physical agent for ERP Integrator.
 Import ERP Integrator scenarios into ODI.
 Access ERP Integrator through Workspace.
 Register an ERP Integrator source system.

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Related Information


 Oracle Hyperion Financial Data Quality Management ERP Integrator Adaptor for Oracle Applications, Release 11.1.1.3, Administrator's Guide
 Oracle Data Integrator Installation Guide, 10g Release 3 (10.1.3)

To learn more about Financial Management, refer to additional OBEs.

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