erpi stage 2
TRANSCRIPT
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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
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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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Configuring the ODI Software ComponentCreating the ERPi Master Repository
The wizard is launched and the following screens arereturned:
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Configuring the ODI Software ComponentCreating the ERPi Master Repository
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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Configuring the ODI Software ComponentCreating the ERPi Master Repository
The default Microsoft SQL URL is incorrect, use: jdbc:sqlserver://:;SelectMethod=cursor;databaseName=;integratedSecurity=false
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Configuring the ODI Software ComponentCreating the ERPi Master Repository
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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Configuring the ODI Software ComponentTopology Manager Setup
Click the New icon to create a new Login Name option for ERPI
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Configuring the ODI Software ComponentTopology Manager Setup
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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Configuring the ODI Software ComponentCreating the Logical Schemas
Expand Technologies to seethe entire list.
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Configuring the ODI Software ComponentCreating the Logical Schemas
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.
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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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Configuring the ODI Software ComponentCreating the Logical Schemas
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
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Configuring the ODI Software ComponentCreating the Logical Schemas
To create Schema for PeopleSoft Enterprise Expand the Technology Generic SQL Right-Click Generic SQL > Insert Logical Schema
This then brings up the dialog box for populating
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Configuring the ODI Software ComponentCreating the Logical Schemas
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
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Configuring the ODI Software ComponentCreating the Logical Schemas
To create Schema for ERP Integrator Expand the Technology Generic SQL Right-Click Generic SQL > Insert Logical Schema
This then brings up the dialog box for populating
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Configuring the ODI Software ComponentCreating the Logical Schemas
Insert the value from the chart: AIF_TGT
Press OK to go back to theTechnologies List
Notice now you have a new itemcreated under Generic SQL
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Configuring the ODI Software ComponentCreating the Logical Schemas
To create Schema for Temporary directory for creating FDM extract files. Expand the Technology File Right-Click File > Insert Logical Schema
This then brings up the dialog box for populating
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Configuring the ODI Software ComponentCreating the Logical Schemas
Insert the value from the chart: AIF_FILE
Press OK to go back to theTechnologies List
Notice now you have a new itemcreated under File
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Configuring the ODI Software ComponentCreating the Logical Schemas
To create Schema for Planning Expand the Technology Hyperion Planning Right-Click Hyperion Planning > Insert Logical Schema
This then brings up the dialog box for populating
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Configuring the ODI Software ComponentCreating the Logical Schemas
Insert the value from the chart: HPL_TGT
Press OK to go back to theTechnologies List
Notice now you have a new itemcreated under Hyperion Planning
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Configuring the ODI Software ComponentCreating the Logical Schemas
To create Schema for Financial Management Expand the Technology Financial Management Right-Click Financial Management > Insert Logical Schema
This then brings up the dialog box for populating
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Configuring the ODI Software ComponentCreating the Logical Schemas
Insert the value from the chart: HFM_TGT
Press OK to go back to theTechnologies List
Notice now you have a new itemcreated under Financial Management
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Configuring the ODI Software ComponentCreating the Logical Schemas
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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Configuring the ODI Software ComponentCreating the Physical Schemas
Expand Technologies to seethe entire list.
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Configuring the ODI Software ComponentCreating the Physical Schemas
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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Configuring the ODI Software ComponentCreating the Physical Schemas
Expand Financial Management to add the HFM reference
Right Click Financial Management > Insert Data Server
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Configuring the ODI Software ComponentCreating the Physical Schemas
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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Configuring the ODI Software ComponentCreating the Physical Schemas
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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Configuring the ODI Software ComponentCreating the Physical Schemas
Expand Hyperion Planning to add the Planning reference
Right Click Hyperion Planning > Insert Data Server
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Configuring the ODI Software ComponentCreating the Physical Schemas
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
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C fi i h ODI S f C
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Configuring the ODI Software ComponentCreating the Physical Schemas
Enter into Application (Catalog)and Application (Work Catalog)the value: PLNDUMMY
Press OK twice
Notice the addition under theHyperion PlanningArchitecture
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C fi i th ODI S ft C t
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Configuring the ODI Software ComponentCreating the Physical Schemas
Expand File to add the FDM reference
Right Click File > Insert Data Server
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C fig i g th ODI S ft C t
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Configuring the ODI Software ComponentCreating the Physical Schemas
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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Configuring the ODI Software ComponentCreating the Physical Schemas
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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Configuring the ODI Software ComponentCreating the Physical Schemas
JDBC URL: Update JDBC Driver Details:
jdbc:oracle:thin:@::
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Configuring the ODI Software Component
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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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Configuring the ODI Software Component
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Configuring the ODI Software ComponentCreating the Physical Schemas
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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Configuring the ODI Software ComponentCreating the Physical Schemas
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
Click the JDBC Tab to set theprovider information
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g g pCreating the Physical Schemas
JDBC Driver: Name: Oracle JDBC Driver JDBC Driver Details:
oracle.jdbc.driver.OracleDriver
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g g pCreating the Physical Schemas
JDBC URL: Update JDBC Driver Details:
jdbc:oracle:thin:@::
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Creating the Physical Schema
Press Test to verify the information is accurate
Press OK twice when done
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Creating the Physical Schemas
Enter into Schema (Schema)and Schema (Work Schema)the value for the PeoplesoftDatabase.
Press OK twice
Notice the addition under theOracle Architecture
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Creating the Physical Schemas
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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Creating the Physical Schemas
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
Click the JDBC Tab to set theprovider information
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Creating the Physical Schemas
JDBC Driver: Name: Oracle JDBC Driver
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Creating the Physical Schemas
JDBC URL: Update JDBC Driver Details:
jdbc:oracle:thin:@::
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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
Press Test to verify the information is accurate
Press OK twice when done
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Creating the Physical Schemas
Enter into Schema (Schema)and Schema (Work Schema)the DB Schema Name.
Press OK twice
Notice the addition under theOracle Architecture
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Creating the Physical Schemas
Verify the setup by Hiding the unused Technologies to see whathas been specified.
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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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Creating the Contexts
Populate a meaningful and unique name in the Name field asyou can have more than oneContext for ERPi to leverage
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Configuring the ODI Software ComponentCreating the Contexts
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Creating the Contexts
Click the Schemas tab to relate the Physical Architectures named earlierto the Logical Architectures
Press OK
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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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Configuring the ODI Software ComponentCreating the Work Repository
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g p y
Right click Work Repositories > Insert Work Repository
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Configuring the ODI Software ComponentCreating the 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:
jdbc:oracle:thin:@::
Press OK when done
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Configuring the ODI Software ComponentCreating the Work Repository
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Press Test to verify the information is accurate
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
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Configuring the ODI Software ComponentCreating the Physical Agent
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Go back to the Physical Architecture tab
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Configuring the ODI Software ComponentCreating the Physical Agent
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Right click Agents > Insert Agent
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Configuring the ODI Software ComponentCreating the Physical 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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Configuring the ODI Software ComponentCreating the Physical Agent
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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.
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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
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Configuring the ODI Software ComponentImport the Scenarios
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Press OK to log in
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Configuring the ODI Software ComponentImport the Scenarios
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Choose File > Import > Import Scenario
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Configuring the ODI Software ComponentImport the Scenarios
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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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Configuring the ODI Software ComponentImport the Scenarios
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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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