Inspirage Webinar on Epm integration agent

© Copyright 2007-2020 Inspirage. All rights reserved.
EPM INTEGRATION
AGENT
Ash Vuyyuru, EPM Senior Manager
20th May 20201
Dayalan, EPM Practice Manager

© Copyright 2007-2020 Inspirage. All rights reserved.2
EPM CLOUD SOLUTIONS
Financial Close and Consolidation
Budgeting and Forecasting
Reporting and Analytics
Profitability and Cost Management
Master Data Management
ERP CLOUD SOLUTIONS
ADVISORY
MANAGED SERVICES
DELIVERING ORACLE EPM & ERP
CLOUD SOLUTIONS GLOBALLY
NOW A PART OF
The Integrated Supply Chain Specialists

ORACLE EPM EXPERIENCE
• Oracle® Certified Platinum Partner
• One of the nation’s leading Oracle EPM strategy &
implementation firms
• Successfully implemented Oracle EPM solutions
for dozens of clients in the US, and abroad
• Oracle EPM professional average 15 years of
hands-on experience
• Focused on Fortune 500 companies & large scale,
enterprise-wide implementations
• Deep expertise from process design to technology
implementation
• Proven functional and industry templates to
leverage best practices
• Hyperion Essbase, Planning and HFM certified
professionals
3
Enterprise
Planning
Business
Intelligence
Reporting and
Analytics
Financial
Consolidation

ORACLE EPM EXPERIENCE
Enterprise
Planning &
Forecasting
• Planning, Budget &
Forecasting
• Workforce & Capital
Expenditure Planning
• Planning System
Design &
Implementation
• Balanced Scorecard
• Hyperion Planning™,
Workforce Planning™,
Capital Expense
Planning™
Financial
Consolidation
• Financial Close
Process Design
• Consolidation System
Design &
Implementation
• Financial Reporting &
Analysis
• Financial
Management™,
Financial Data Quality
Management™
Reporting &
Analytics
• Management
Dashboards
• Profitability Analysis
• Human Resource
Analysis
• Sales & Procurement
Analytics
• Essbase™ Solutions,
SmartView™, and
reporting tools
Business
Intelligence
• Data Management &
Integration
• Content Management
• BI Enterprise Edition™,
Data Relationship
Management™ and
integration tools
4

• Overview/Introduction
• Installation and Configuration
• How to setup an Integration?
• Custom Scripting
• Use Cases
• Demo
• Q&A
AGENDA

Overview

EPM INTEGRATION AGENT
Simple
Integrations
Pre –Packaged
Adapters
Custom
Scripting

Synchronous
Asynchronous
8
INTEGRATION AGENT MODES

• E- Business GL
• Peoplesoft GL
• On-Prem Databases
• Non-Relational Data Sources
• Third Party APIs
• Jython
• Groovy
• Java-accessible systems
SUPPORTED DATA SOURCES
9

KEY CAPABILITIES
• Ability to load both Data and Metadata
• Supports custom Queries and Scripting
• Adapters for Oracle EBS and Peoplesoft General Ledgers
• Thin client, minimal resource usage
• Drill through capability to source systems
• Pre/Post Process Scripting

INSTALL AND CONFIGURE
1. Downloading the EPMAgent ZIP
2. Creating Application Folders
3. Configuring the Secure Sockets Layer
(SSL) Certificate
4. Configuring Drivers
5. Configuring Startup Parameters
6. Encrypting the EPM Cloud User Password
7. Start Integration Agent
8. Create Agent as a Windows Service

1. DOWNLOAD AGENT

2. CREATE A FOLDER

SSL is a standard security technology for creating an encrypted link
between a web server and a browser
14
3. CONFIGURING THE SSL CERTIFICATE

• Setup Agent Home
• Setup Data Home
• Cloud URL
• Domain
• User Name
• Password
• Jython Home
• Groovy Home
• Custom Java APIs
• Log Level
• Poll Interval
15
4. UPDATE AGENT PARAMETERS

SETUP TARGET
For an Oracle Thin JDBC driver, the JDBC driver URL includes:
jdbc:oracle:thin:@host:port:sid
jdbc:oracle:thin:@host:port/service
For SQL Server, the JDBC driver URL includes:
jdbc:sqlserver://server:port;DatabaseName=dbname
2.In Username, specify the on-premises database username.
3.In Password, specify the on-premises database password.

USE CUSTOM SQL
The Query option enables to save the SQL query definition when
creating an SQL data source
Valid conditions include:
• Equal
• Between
• Like
• Not In
• In

1. Systems are distributed geographically
2. Secure and manage their jobs independently by BU
3. Organization uses different types of source systems
4. Different data frequency for different sources
18
UNDERSTAND THE AGENT CLUSTER

CREATING FILTERS
• A filter is added for the bind variable.
• Placeholder for actual values in the SQL statement.
• The name must exactly match the name specified in the SQL query
• Can be applied to application or to a rule

Drill down TO SOURCE SYSTEM
Two ways to setup drill down
1. To a Landing page (URL)
2. Using a Custom SQL

EPM INTEGRATION AGENT SCRIPTING
There are four events where custom scripting can be applied:
• Before extract – Before the agent connects to the data source and
executes the SQL query
• After extract – After the agent has connected to the data source
and produced an extract data file
• Before upload – Before the data file is uploaded to EPM Cloud
• After upload – After the data file has been uploaded to EPM Cloud

SOME
PLANNING
RESOURCE
VIEWS
23 © Copyright 2007-2020 Inspirage. All rights reserved.

MIGRATION
RESOURCE
VIEWS

DATA
MANAGEMENT
RESOURCE
VIEWS

BRINGING THE MAGIC

HOW TO BRING IT ALL TOGETHER?

• Executes the job ImportMetaDataJob and overrides only the
importZipFileName parameter
• . { "jobType": "IMPORT_METADATA“
• , "jobName": "ImportMetaDataJob“
• , "parameters": { "importZipFileName": "myMetaDataDailyJob.zip" } }
• Executes the import data job 'ImportJob' and overrides the importFileName
parameter.
• {"jobType":"IMPORT_DATA",
• "jobName":"ImportJob",
• "parameters":{ "importFileName":" myImportfile123.zip" } }
PULLING METADATA/DATA FROM
EXTERNAL SOURCES

• Executes the import exchange rates job MyExchangeRates and overrides
the importFileName parameter.
• {"jobType":"Import Exchange Rates“
• ,"jobName":"MyExchangeRates“
• , "parameters":{"importFileName":"ExportExchangeRatesTemplate.csv" } }
PULLING SUPPORTING DATA FROM
EXTERNAL SOURCES USING REST API

• https://-...oraclecloud.com/
HyperionPlanning/rest/v3/applications/Vision/substitutionvariables
• { "items": [{ "name": "CurrYear",
• "value": "FY20",
• "planType": "ALL" },
• { "name": "CurrPeriod", "value": “May", "planType": “FinPlan" }] }
UPDATING THE SUBSTITUTION VARIABLES
USING REST API

•{
• "country": "USA",
• "country_abbreviation": "US",
• "total_cases": "1,457,593",
• "new_cases": "0",
• "total_deaths": "86,912",
• "new_deaths": "0",
• "total_recovered": "318,027",
• "active_cases": "1,052,654",
• "serious_critical": "16,240",
• "cases_per_mill_pop": "4,404.0",
• "flag": "https://www.worldometers.info/img/flags/us-flag.gif"
• },
Getting real time COVID-19 data USING REST
API

CALLING GROOVY SCRIPT

GROOVY + REST API IN EVENTS

UPCOMING WEBINARS - 2020
May 21
11am EDT
ODTUG Learn
from Home
Series:
Automating
Security
Management in
PBCS
May 21 2pm
EDT
Leverage
Oracle’s Cloud
Planning to
Enhance Your
JD Edwards
Demand
Planning
May 27
1pm BST
Achieving EU
MDR/IVDR
Compliance
June 3
1pm BST
Optimize
Business
Decisions by
Transforming
Your S&OP
Processes
June 24
1pm BST
Strategic Steps
to Ensure Your
ERP
Transformation
is a Game
Changer
www.inspirage.com/events
Get Started
with EPM
Integration
Agent and
Unleash EPM
Cloud
Possibilities
May 20
1pm EDT
36

www.inspirage.com
Dayalan Ash Vuyyuru
Practice Manager Senior Manager
Personal Blog:
https://onlyhyperion.blogspot.com/

THANK YOU

Inspirage Webinar on Epm integration agent

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