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Configure the ODI Software Component for ERPi

Wayne Paffhausen

Senior Technical Support Engineer


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

© 2010 Oracle Corporation – Proprietary and Confidential

Please ensure to have read all published documentation as

this presentation will not cover system requirements and

prerequisites or offer detailed explanations.


Creating the ERPi Master

Repository

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



• The wizard is launched and the following screens are

returned:



• Enter the appropriate details to the database. This can be any of the

allowed ODI repositories. Below are examples of Oracle and SQL.



• The default Microsoft SQL URL is incorrect, use:jdbc:sqlserver://<host>:<port>;SelectMethod=cursor;databaseName=<dbName>;integratedSecurity=false



• Once the desired technology is selected and populated, press

“Test Connection” to ensure it is accurate.

• Press OK twice to create the repository; you will notice work

happening in the DOS window.

• Once done press OK to exit out of the Wizard.


Configuring the ODI Software ComponentTopology Manager Setup

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



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



Configure the ODI

Topology Manager


• 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 Connection information 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 in the Topology drop-down list.



• Click “Test Connection” to verify the information is correct.

• Press OK twice to go back to the main login screen

• Press OK to login to ODI Topology Manager


Configuring the ODI Software ComponentCreating the Logical Schemas

• Once logged into the Topology Manager, we can start to create the

Logical Schemas.

• Start by clicking the “Logical Architecture” button in the lower left.



Creating the Logical

Schemas


• Expand “Technologies” to see

the entire list.



• Over the next few slides, we are going to create the Logical Schemas

outlined in the ERPi Documentation listed below:


shown is shorter.

Technology Type Logical Schema Name Schema Description

Oracle EBS_APPS Oracle E-Business Suite

Select the database technology. For example, Generic SQL.

PSFT_APPSPeopleSoft Enterprise Financials

Select the database technology. For example, Generic SQL.

PSFT_HCMPeopleSoft Human Capital Management

Oracle AIF_TGT ERP Integrator

Oracle Hyperion Planning HPL_TGT Planning

Oracle Hyperion Financial Management

HFM_TGT Financial Management


• 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.


• Insert the value from the chart: EBS_APPS

• Press OK to go back to the

“Technologies” List

• Notice now you have a new item

created under “Oracle”


shown is shorter.


• To create Schema for PeopleSoft Enterprise

– Expand the Technology “Generic SQL”

– Right-Click “Generic SQL > Insert Logical Schema”



shown is shorter.


• Insert the value from the chart: PSFT_APPS




created under “Generic SQL”


shown is shorter.


• To create Schema for PeopleSoft Human Capital Management

– Expand the Technology “Generic SQL”

– Right-Click “Generic SQL > Insert Logical Schema”



shown is shorter.


• Insert the value from the chart: PSFT_HCM




created under “Generic SQL”


shown is shorter.


• To create Schema for ERP Integrator

– Expand the Technology appropriate for your ERPi Database

– Right-Click the technology and Insert Logical Schema



shown is shorter.


• To create Schema for Planning

– Expand the Technology “Hyperion Planning ”

– Right-Click “Hyperion Planning > Insert Logical Schema”



shown is shorter.


• Insert the value from the chart: HPL_TGT




created under “Hyperion Planning”


shown is shorter.


• To create Schema for Financial Management

– Expand the Technology “Financial Management”

– Right-Click “Financial Management > Insert Logical Schema”



shown is shorter.


• Insert the value from the chart: HFM_TGT




created under “Financial Management”


shown is shorter.


• If you reduce the list of shown “Technologies” you should see the

following list.– Windows > Hide Unused Technologies



Creating the Physical

Schemas

Configuring the ODI Software ComponentCreating the Physical Schemas

• Start by clicking the “Physical Architecture” button in the lower left.



• Expand “Technologies” to see

the entire list.



• Now we are going to crate the following “Physical Schemas” and

their relevant information:

– Financial Management

– Planning

– Oracle E-Business Suite

– PeopleSoft Enterprise

– PeopleSoft Human Capital Management

– ERPI Integrator

• For information regarding PeopleSoft and EBS please see the

additional documentation for connection and access information

for Support Engineers only.



• Expand Financial Management to add the HFM reference

• Right Click “Financial Management > Insert Data Server”



• 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 Financial

Management target applications.

• You are not able to test the

connection to Financial Management

Applications.

• Click OK



• Enter into “Application (Catalog)

and Application (Work Catalog)

the value: HFMDUMMY

• Press OK twice

• Notice the addition under the

“Hyperion Financial Management”

Architecture



• Expand Hyperion Planning to add the Planning reference

• Right Click “Hyperion Planning > Insert Data Server”



• Enter the Planning Details:– Name: Anything meaningful

– Server: Valid Planning Serverand 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 the connection to Hyperion Planning Applications.

• Click OK



• Enter into “Application (Catalog)

and Application (Work Catalog)

the value: PLNDUMMY

• Press OK twice


“Hyperion Planning”

Architecture



• Expand Oracle to add the EBS reference

• Right Click “Oracle > Insert Data Server”



• Enter the EBS DB Details:


– Instance: Oracle Instance Name

• Connection Details:

– UserName: EBS Oracle DB UserName

– Password: EBS Oracle DB Password

• Click the JDBC Tab to set the

provider information



• JDBC Driver:

– Name: Oracle JDBC Driver



• JDBC URL:

– Update JDBC Driver Details:

jdbc:oracle:thin:@<host>:<port>:<sid>



• Press Test to verify the information is accurate

• Press OK twice when done



• Enter into “Schema (Schema)

and Schema (Work Schema)

the value for the EBS Oracle

Database.

• Press OK twice


“Oracle” Architecture



• Since a technology for PeopleSoft Financials does not explicitly

exists in the list, expand the database technology that is used.




• Enter the PeopleSoft DB Details

for Enterprise Financials:


– Instance: PSFT DB Instance Name


– UserName: DB UserName

– Password: DB Password





• JDBC Driver:


– JDBC Driver Details:

oracle.jdbc.driver.OracleDriver



• JDBC URL:







the value for the Peoplesoft

Database.

• Press OK twice





• Since a technology for PeopleSoft Human Capital Management

does not explicitly exists in the list, expand the database

technology that is used.




• Enter the PeopleSoft DB Details

for Human Capital Management:


– Instance: PSFT DB Instance Name








• JDBC Driver:






• JDBC URL:







the value for the Peoplesoft

Database.

• Press OK twice





• Since ERPi can use Oracle or Microsoft SQL* expand the

appropriate technology to add the ERPi reference– This is the information specified when the EPM Configurator was ran




• Enter the ERPi DB Detailsused during the setup during

the EPM System Configurator:


– Instance: ERPi DB Instance Name

• Connection Details used duringthe setup of the ERPi product

in the EPM System Configurator:







• JDBC Driver:




• JDBC URL:







the DB Schema Name.

• Press OK twice





• Verify the setup by “Hiding the unused Technologies” to see what

has been specified.



Creating the

Logical/Physical Context

Configuring the ODI Software ComponentCreating the Contexts

• Navigate to the Topology Manager‟s Context Menu



• Right click in the white space and choose “Insert Context”



• Populate a meaningful and unique name in the “Name” field as

you can have more than one

Context for ERPi to leverage



• Click the „Schemas‟ tab to relate the Physical Architectures named earlier

to the Logical Architectures

• Press OK



Creating/Configuring the

ERPi Work Repository

Configuring the ODI Software ComponentCreating the Work Repository

• Navigate to the Repository section of the Topology Manager



• Right click “Work Repositories > Insert Work Repository”



• Provide the following details:

– Name: Anything Meaningful

– Technology: Relevant DB Type

– Instance Name (if Oracle)

– User: DB UserName


• Click the JDBC Tab to continue



• JDBC Driver:






• JDBC URL:



• Press OK when done




• Press OK twice if sucessful



• Set the following values:

– ID: 20

– Type to “Execution”

– Meaningful name

• Press OK and notice the update to the Repositories



Creating the Physical

Agent

Configuring the ODI Software ComponentCreating the Physical Agent

• Go back to the Physical Architecture tab



• Right click “Agents > Insert Agent”



• Define the values for the Agent:

– Name: Meaningful Name

– Host: ServerName

– Port: TCP/IP Port

• Press OK and note

your agent is created



• 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



Configuring the ODI

Operator

Configuring the ODI Software ComponentConfiguring the ODI Operator

• Launch the Operator

– Start > Programs > Oracle > Oracle Data Integrator > Operator



• Configure the Repository Login Name by clicking the

„New‟ icon.



• Configure the Repository “Login Name” by clicking the „New‟ icon.

• Provide valid DB

information (Same

as the Topology Setup)

• Press Test to

verify information

• Press OK twice



Importing the ERPi

Scenarios

Configuring the ODI Software ComponentImport the Scenarios

• Press OK to log in



• Choose File > Import > Import Scenario



• Choose the Import Type of “Synonym Mode Insert_Update”

• Browse to the following path:

– HYPERION_HOME\products\FinancialDataQuality\odi\scenarios\

• Press OK



• High light all the items

• Press OK twice



• Navigate to the Scenarios tab to verify import


Configuring the ODI Software Component

• Setup is now complete and you can close out of the Topology

Manager and the Operator.

• The Agent must stay running.


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