Integrating Data في السحابة EPM LVC

Introduction to Data Integration

• Course Objectives
• Agenda
• Lesson Objectives
• About Data Integration
• About EPM Integration Agent
• Data Integration Workflow
• Data Integration Use Case
• Navigating in Cloud EPM
• Managing Files in the File Browser
• Connecting Environments in Cloud EPM
• Summary

Configuring Source Connections

• Objectives
• About Source Connections
• Configuring an Oracle Cloud ERP Connection
• Configuring an Oracle Cloud HCM Connection
• Configuring a NetSuite Connection
• Summary

Registering Applications

• Objectives
• About Source and Target Applications
• Registering EPM Local Applications
• Registering EPM Cloud Applications
• Registering Data Source Applications
• Registering an On-Premises File
• Registering File Data Source Applications
• Registering an On-Premises Data Source Application
• Registering Applications for Loading Dimensions
• Registering a Data Export File Application
• Defining Application Dimension Details and Options
• Defining Application Details for Oracle ERP Data Sources
• Summary

Drilling Through to Source Systems

• Objectives
• Drill Through: Overview
• Setting Up Drill Through to a Landing Page
• Setting Up Drill Through Using a Custom URL
• Setting Up Direct Drill
• Defining a Drill Region
• Drilling Through in Forms
• Customizing the Landing Page View
• Summary

Managing Period and Category Mappings

• Objectives
• Period Mapping Overview
• Managing Period Mappings
• Period Mapping Options
• About Loading Multiperiod Data for EPM Cloud or File-Based Source Systems
• Category Mapping Overview
• Managing Category Mappings
• Summary

Creating Data Integrations

• Objectives
• Creating Integrations
• Quick Mode Considerations
• Creating File-Based Integrations
• Creating Direct Integrations
• Mapping Dimensions
• Mapping Members
• Setting General Integration Options
• Defining Target Options
• Defining Filters
• Defining a Clear Region
• Launching Business Rules in Planning Integrations
• Summary

Running Data Integrations

• Objectives
• Running an Integration
• Viewing Process Details
• Reviewing Data in the Workbench
• Summary

Running Jobs Using Pipelines

• Objectives
• About Pipelines
• About the Pipeline Workflow
• Defining Pipelines
• Adding Stages
• Adding Jobs
• Running Pipelines
• Summary

Integrating Data from Other Data Sources

• Objectives
• Integration Considerations
• Integrating with ERP Cloud
• Integrating with ERP Cloud – Tasks
• Integrating with ERP Cloud
• Integrating with HCM Cloud
• Integrating Cloud EPM Projects and Fusion Cloud Project Management
• Integrating Cloud EPM Financials Budget Revisions with Budgetary Control
• Integrating with JDE
• Integrating with SAP
• Loading and Calculating Incremental Workforce Data
• Loading Data to a FreeForm Application
• سحابة التكامل من أوراكل
• Summary

Optimizing Performance

• Objectives
• Optimizing Integrations
• Analyzing Job Analysis Step 1: Stage and Load Data to the TDATASEG_T
• Table
• Step 2: Clean Up Prior Data Loads
• Step 3: Process Mapping Rules
• Step 4: Clean Up Prior Integrations in TDATASEG
• Step 5: Copy Mapping Results from TDATASEG_T to TDATASEG
• Step 6: Validate Mapping Results
• Step 7: Generate File and Load to Target
• Job Log Additional Considerations
• Tuning Considerations
• Additional Considerations
• Troubleshooting Data Integration Issues
• Summary

Loading Data and Metadata Using EPM Integration Agent

• Objectives
• Overview of the EPM Integration Agent
• Installing and Configuring the EPM Integration Agent
• Configuring and Starting the EPM Integration Agent
• Setting Startup Parameters
• Encrypting the Cloud EPM User Password
• Enabling OAuth 2.0
• Running the EPM Integration Agent as a Windows Service
• Starting the EPM Integration Agent from a Command-Line
• Running the EPM Integration Agent in Diagnostic Mode
• Configuring Synchronous Mode
• Connecting Cloud EPM to On-Premises Using EPM Integration Agent
• Extracting Data from On-Premises Data Sources
• Loading Data Using a SQL Query Definition
• About Prepackaged On-Premises Adapters
• Importing Data from a File in the EPM Integration Inbox
• Loading Data from an On-Premises File Data Source Using Agent File Adapter
• Performing a Quick Mode Load Using the EPM Integration Agent
• Writing Back Data with the EPM Integration Agent
• About Agent Clusters
• Scripting with Java, Jython, or Groovy
• Summary

Moving Data with Data Maps

• Objectives
• Data Maps: Overview
• Creating and Modifying Data Maps
• Viewing Data Maps
• Changing Mapping Information for a Dimension
• Excluding Members
• Managing Data Maps
• Validation Rules for Default Members
• Moving Data with Data Maps
• Configuring and Moving Data with Smart Push
• Transferring Data Across Applications with Smart Push
• Viewing the Smart Push Status
• Running Data Maps and Smart Push Processes Simultaneously
• Summary