erpi stage 2

8/13/2019 Erpi Stage 2

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Configure the ODI Software Component for ERPi

Wayne PaffhausenSenior Technical Support Engineer


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Program Agenda

Create the ERPi Master Repository Configure the Topology Manager Create Logical Schemas Create Physical Schemas Create the Logical/Physical Context Configure the ERPi Work Repository Create a Physical Agent Configure the Operator Import the Scenarios

2008 Oracle Corporation Proprietary and Confidential

Please ensure to have read all published documentation asthis presentation will not cover system requirements andprerequisites or offer detailed explanations.


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Configuring the ODI Software ComponentCreating the ERPi Master Repository

Launch the Master Repository Creation Start > Programs > Oracle > Oracle Data Integrator > Repository

Management > Master Repository Creation repcreate.bat in the ODI\bin folder



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The wizard is launched and the following screens arereturned:



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Enter the appropriate details to the database. This can be any of theallowed ODI repositories. Below are examples of Oracle and SQL.



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The default Microsoft SQL URL is incorrect, use: jdbc:sqlserver://:;SelectMethod=cursor;databaseName=;integratedSecurity=false



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Once the desired technology is selected and populated, pressTest Connection to ensure it is accurate.

Press OK twice to create the repository; you will notice workhappening in the DOS window.

Once done press OK to exit out of the Wizard.



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Configuring the ODI Software ComponentTopology Manager Setup

Launch the ODI Topology ManagerStart > Programs > Oracle > Oracle Data Integrator > Topology Manager



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Click the New icon to create a new Login Name option for ERPI



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Populate the ODI Connection information Login Name is what shows in the Topology drop-down list User is the default ODI Username: SUPERVISOR Password is the default ODI Password: SUNOPSIS

Populate the Database Connectioninformation from earlier

User is the Database UserName Password is the Database Password Driver is the one specified earlier Driver Name is the one specified earlier URL is the one specified earlier

Check Default Connection ifyou want that to be the first inthe Topology drop-down list.



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Configuring the ODI Software ComponentCreating the Logical Schemas

Once logged into the Topology Manager, we can start to create theLogical Schemas.

Start by clicking the Logical Architecture button in the lower left.



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Expand Technologies to seethe entire list.



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Over the next few slides, we are going to create the Logical Schemasoutlined in the ERPi Documentation listed below:

*** PeopleSoft will be partly configured, as there is no environmentavailable.


shown is shorter.

Financial ManagementHFM_TGTOracle Hyperion FinancialManagement

PlanningHPL_TGTOracle Hyperion Planning

Temporary directory forcreating FDM extract files.AIF_FILEFile

ERP IntegratorAIF_TGTSelect the databasetechnology. For example,Generic SQL.

PeopleSoft EnterprisePSFT_APPSSelect the databasetechnology. For example,Generic SQL.

Oracle E-Business SuiteEBS_APPSOracle

Schema DescriptionLogical Schema NameTechnology Type


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To create Schema for Oracle E-Business Suite Expand the Technology Oracle Right-Click Oracle > Insert Logical Schema

This then brings up the dialog box for populating


shown is shorter.


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To create Schema for PeopleSoft Enterprise Expand the Technology Generic SQL Right-Click Generic SQL > Insert Logical Schema



shown is shorter.


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Insert the value from the chart: PSFT_APPS

Press OK to go back to theTechnologies List

Notice now you have a new itemcreated under Generic SQL


shown is shorter.


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To create Schema for ERP Integrator Expand the Technology Generic SQL Right-Click Generic SQL > Insert Logical Schema



shown is shorter.


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Insert the value from the chart: AIF_TGT


Notice now you have a new itemcreated under Generic SQL


shown is shorter.


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To create Schema for Temporary directory for creating FDM extract files. Expand the Technology File Right-Click File > Insert Logical Schema



shown is shorter.


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Insert the value from the chart: AIF_FILE


Notice now you have a new itemcreated under File


shown is shorter.


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To create Schema for Planning Expand the Technology Hyperion Planning Right-Click Hyperion Planning > Insert Logical Schema



shown is shorter.


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Insert the value from the chart: HPL_TGT


Notice now you have a new itemcreated under Hyperion Planning


shown is shorter.


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To create Schema for Financial Management Expand the Technology Financial Management Right-Click Financial Management > Insert Logical Schema



shown is shorter.


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Insert the value from the chart: HFM_TGT


Notice now you have a new itemcreated under Financial Management


shown is shorter.


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If you reduce the list of shown Technologies you should see thefollowing list.

Windows > Hide Unused Technologies



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Configuring the ODI Software ComponentCreating the Physical Schemas

Start by clicking the Physical Architecture button in the lower left.



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Expand Technologies to seethe entire list.



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Now we are going to crate the following Physical Schemas andtheir relevant information:

Financial Management Planning FDM Oracle E-Business Suite

PeopleSoft ERPI Integrator

For information regarding PeopleSoft and EBS please see theadditional documentation for connection and access informationfor Support Engineers only.



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Expand Financial Management to add the HFM reference

Right Click Financial Management > Insert Data Server



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Enter the HFM Details: Name: Anything meaningful

Cluster: HFM Cluster Name

Connection Details: The user can be an admin or another user

with privileges to load data to all FinancialManagement target applications.

You are not able to test theconnection to Financial Management

Applications.

Click OK



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Enter into Application (Catalog)and Application (Work Catalog)the value: HFMDUMMY

Press OK twice

Notice the addition under theHyperion Financial ManagementArchitecture



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Expand Hyperion Planning to add the Planning reference

Right Click Hyperion Planning > Insert Data Server


f h f


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Enter the Planning Details: Name: Anything meaningful Server: Valid Planning Server

and RMI port #

Connection Details: The user can be an admin or another user

with privileges to load data to all HyperionPlanning target applications.

You are not able to test theconnection to Hyperion PlanningApplications.

Click OK


C fi i h ODI S f C


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Enter into Application (Catalog)and Application (Work Catalog)the value: PLNDUMMY

Press OK twice

Notice the addition under theHyperion PlanningArchitecture


C fi i th ODI S ft C t


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Expand File to add the FDM reference

Right Click File > Insert Data Server


C fig i g th ODI S ft C t


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Enter the FDM File Details: Name: Anything meaningful

Click the JDBC Tab Driver: Sunopsis File JDBC Driver URL = jdbc.snps.dbfile

You have to remove the extrainformation from the end ofthe default URL

Click OK



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Configuring the ODI Software Component


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Enter the EBS DB Details: Name: Anything meaningful Instance: Oracle Instance Name

Connection Details: UserName: EBS Oracle DB UserName Password: EBS Oracle DB Password

Click the JDBC Tab to set theprovider information




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JDBC Driver: Name: Oracle JDBC Driver




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JDBC URL: Update JDBC Driver Details:

jdbc:oracle:thin:@::




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Configuring the ODI Software ComponentCreating the Physical Schema

Press Test to verify the information is accurate

Press OK twice when done




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Enter into Schema (Schema)and Schema (Work Schema)the value for the EBS OracleDatabase.

Press OK twice

Notice the addition under theOracle Architecture




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Since a technology for PeopleSoft does not explicitly exists in thelist, expand the database technology that is used.

Right Click Oracle > Insert Data Server




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g g pCreating the Physical Schemas

Enter the PeopleSoft DB Details: Name: Anything meaningful Instance: PSFT DB Instance Name

Connection Details: UserName: DB UserName Password: DB Password





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JDBC Driver: Name: Oracle JDBC Driver JDBC Driver Details:

oracle.jdbc.driver.OracleDriver




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Creating the Physical Schema






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Creating the Physical Schemas

Enter into Schema (Schema)and Schema (Work Schema)the value for the PeoplesoftDatabase.

Press OK twice





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Since ERPi can use Oracle or Microsoft SQL* expand theappropriate technology to add the ERPi reference

This is the information specified when the EPM Configurator was ran

Right Click Oracle > Insert Data Server




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Enter the ERPi DB Detailsused during the setup duringthe EPM System Configurator:

Name: Anything meaningful Instance: ERPi DB Instance Name

Connection Details used duringthe setup of the ERPi productin the EPM System Configurator :

UserName: DB UserName Password: DB Password



Configuring the ODI Software Componenth h l h


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JDBC Driver: Name: Oracle JDBC Driver


Configuring the ODI Software ComponentC i h Ph i l S h


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Configuring the ODI Software ComponentC ti g th Ph i l S h


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Creating the Physical Schema






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Enter into Schema (Schema)and Schema (Work Schema)the DB Schema Name.

Press OK twice





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Verify the setup by Hiding the unused Technologies to see whathas been specified.


Configuring the ODI Software ComponentCreating the Contexts


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Creating the Contexts

Navigate to the Topology Managers Context Menu



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Populate a meaningful and unique name in the Name field asyou can have more than oneContext for ERPi to leverage




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Click the Schemas tab to relate the Physical Architectures named earlierto the Logical Architectures

Press OK


Configuring the ODI Software ComponentCreating the Work Repository


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g p y

Navigate to the Repository section of the Topology Manager




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g p y

Right click Work Repositories > Insert Work Repository




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Provide the following details: Name: Anything Meaningful Technology: Relevant DB Type Instance Name (if Oracle) User: DB UserName Password: DB Password

Click the JDBC Tab to continue




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JDBC Driver: Name: Oracle JDBC Driver JDBC Driver Details:

oracle.jdbc.driver.OracleDriver




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JDBC URL: JDBC Driver Details:


Press OK when done




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Press OK twice if sucessful




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Set the following values: ID: 20

Type to Execution Meaningful name

Press OK and notice the update to the Repositories


Configuring the ODI Software ComponentCreating the Physical Agent


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Go back to the Physical Architecture tab




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Right click Agents > Insert Agent




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Define the values for the Agent: Name: Meaningful Name

Host: ServerName Port: TCP/IP Port

Press OK and noteyour agent is created




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Launch the Agent Review the ODI documentation for configuring and running the

agent as a Windows Service or Unix background process. Start > Programs > Oracle > Oracle Data Integrator > Agent



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Configuring the ODI Software ComponentConfiguring the ODI Operator


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Configure the Repository Login Name by clicking theNew icon.


Configuring the ODI Software ComponentConfiguring the ODI Operator


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Configure the Repository Login Name by clicking the New icon.

Provide valid DBinformation (Sameas the Topology Setup)

Press Test toverify information

Press OK twice


Configuring the ODI Software ComponentImport the Scenarios


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Press OK to log in



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Choose File > Import > Import Scenario




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Choose the Import Type of Synonym Mode Insert_Update

Browse to the following path: HYPERION_HOME\products\FinancialDataQuality\odi\scenarios\

Press OK




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High light all the items Press OK twice



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Setup is now complete and you can close out of the TopologyManager and the Operator.

The Agent must stay running.



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erpi stage 2

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