Configure an Oracle Cloud ERP connection

Edit online

Use the Oracle Cloud ERP connector to automate the ingestion of data from your Oracle Cloud ERP system into Apptio .

The connector can pull in data from the tables in the General Ledger and Accounts Payable modules.

Note:

Oracle ERP cloud is a very large application with several other modules such as projects, HR, procurement and so on. Ingesting from these modules is not supported at the moment.

The following tables/APIs are ingested:

  • Invoices
  • Journals
  • GL Code Combinations
  • GL JE Categories
  • GL Periods

Before you begin

Roles required for Oracle Cloud ERP connector

To pull in Accounts Payable and General Ledger modules, you must add the roles listed below to your Oracle ERP instance. After adding the roles, you must add users to your data sets so they can access the data sets.

Oracle ERP connector uses "fscmRestApi/resources/11.13.18.05" API. More details on REST API for Oracle Fusion Cloud Financials . Below roles work for data extraction, consult your Oracle Admin for granting the roles.

  1. Add the following roles to Oracle users. For more information, refer to Assign Roles to Implementation Users in Oracle Help Center.

    Role

    		Role Code

    Access Certification Administrator

    ORA_GTR_USER_ACCESS_CERTIFICATION_MANAGER_JOB

    Accounts Payable Invoice Supervisor

    ORA_AP_ACCOUNTS_PAYABLE_INVOICE_SUPERVISOR_JOB

    Accounts Payable Manager ORA_AP_ACCOUNTS_PAYABLE_MANAGER_JOB
    Accounts Payable Payment Supervisor ORA_AP_ACCOUNTS_PAYABLE_PAYMENT_SUPERVISOR_JOB
    Accounts Payable Specialist ORA_AP_ACCOUNTS_PAYABLE_SPECIALIST_JOB
    Accounts Payable Supervisor ORA_AP_ACCOUNTS_PAYABLE_SUPERVISOR_JOB
    Application Administrator ORA_FND_APPLICATION_ADMINISTRATOR_JOB
    Application Developer ORA_FND_APPLICATION_DEVELOPER_JOB
    Application Implementation Administrator ORA_ASM_APPLICATION_IMPLEMENTATION_ADMIN_ABSTRACT
    Application Implementation Consultant ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB
    Application Implementation Manager ORA_ASM_APPLICATION_IMPLEMENTATION_MANAGER_JOB
    Asset Accountant ORA_FA_ASSET_ACCOUNTANT_JOB
    Asset Accounting Manager ORA_FA_ASSET_ACCOUNTING_MANAGER_JOB
    Asset Administrator ORA_CSE_ASSET_ADMINISTRATOR_JOB
    Employee ORA_PER_EMPLOYEE_ABSTRACT
    General Accountant ORA_GL_GENERAL_ACCOUNTANT_JOB
    General Accounting Manager ORA_GL_GENERAL_ACCOUNTING_MANAGER_JOB
    IT Security Manager ORA_FND_IT_SECURITY_MANAGER_JOB
    Integration Specialist ORA_FND_INTEGRATION_SPECIALIST_JOB
    Payroll Administrator ORA_PAY_PAYROLL_ADMINISTRATOR_JOB
    Procurement Application Administrator ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB
    Procurement Manager ORA_PO_PROCUREMENT_MANAGER_JOB
    Purchase Analysis ORA_PO_PURCHASE_ANALYSIS_ABSTRACT
    Resource ORA_HZ_RESOURCE_ABSTRACT
    Supplier Administrator ORA_POZ_SUPPLIER_ADMINISTRATOR_ABSTRACT
    Supplier Contract Manager ORA_OKC_SUPPLIER_CONTRACT_MANAGER_JOB
    Supplier Manager ORA_POZ_SUPPLIER_MANAGER_ABSTRACT
    If the roles are not taking effect on the users, run the “Run User and Roles Synchronization Process” task. For more information, refer to Synchronize User and Role Information .
  2. Add users to data sets. For more information, refer to Assign Data Access to Users .

Configure the connection

  1. Open Datalink and select New Connection .
  2. Enter a Connection Name , then select Next .
  3. Select Oracle Cloud ERP , then select Next .
  4. Select either an on-premise agent or the default Apptio agent, which is cloud-hosted.

Configure the Apptio destination settings

  1. Select plus icon to add a new destination, or select an existing destination in the Destinations list.
  2. Enter the destination name.
  3. Select Costing Standard as your application.
  4. Link your connector to your Apptio destination:
    • Instance : enter your Costing Standard instance.
    • Domain: enter the domain name of the destination Apptio instance.
    • Project: enter the name of the destination project.
    • Branch:

      if you are using the branching feature in TBM Studio R12, enter a branch name to upload data into that branch. For more information, see Best practices: Branching projects .

      Note:
      • This feature requires R12.5 or later. If you are using an earlier version of R12, then the data is loaded into the trunk.
      • If the branch name is misspelled or no longer exists, for example, if the branch is closed and a later build completes, then an error is reported.
    • Transform : select Append to add the data to the end of the destination table, or Overwrite to replace the existing data in the table with the new data.
    • Auto Checkin : select Enabled to check in the imported data automatically.
    • Category : enter a category for the table. This option is available only when the destination Apptio instance is R12.
    • Time Period : select the time period to load. The time periods available depend on the destination project, for example:
      • Current Monthor Previous Month
      • Custom Calendar Month to specify a month and year.
  5. Select Next

Configure the source settings

  1. Enter the URL and credentials for your Oracle Cloud ERP source.
    Note:

    Currently only basic authentication is supported.

  2. Select the General Ledger or Accounts Payable module.
  3. Select the tables you want to ingest.
    Datalink populates the Apptio table details automatically.

Schedule the connection

Schedule the connection to run at specific times.

  1. Choose between a time-based schedule and an event-based schedule.
  2. Enter the schedule details.

    Run dates are in your selected time zone and, upon save, are displayed in the Next Run column in the connector list. If you do not select a time zone, UTC is used.

Save the connection configuration

Select Complete in the lower-right corner to save the connection. If there is information missing from the connector, it will be flagged for you.

Run the connection

Your connection runs according to the schedule you specified for it.

To run the connection manually at any time, select run icon next to the connection in the list.

The status shows as Run initiated . When the connection completes successfully, the status changes to Success .

View execution history

View a report of execution results that lists details for each run of the connector.

Select Information Icon next to the connection.

From the Run History list, select a date to get more details about that execution.