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Appendices

The EPMware Administrator's Guide appendices provide detailed configuration requirements and integration guides for connecting EPMware to various Enterprise Performance Management (EPM) and Enterprise Resource Planning (ERP) systems.

EPMware Integration Architecture EPMware integration architecture overview

Overview

These technical appendices contain step-by-step instructions, configuration requirements, and best practices for integrating EPMware with your target applications. Each appendix focuses on a specific platform or integration scenario.

Quick Navigation

☁️ Oracle EPM Cloud

Configure PBCS, FCCS, TRCS, ARCS, and PCMCS cloud applications

View Guide →

🔄 Oracle Fusion GL

Integrate with Oracle Fusion Cloud General Ledger

View Guide →

✅ Out of Box Validations

Standard validation rules for supported applications

View Guide →

🎯 OneStream

Configure OneStream XF integration

View Guide →

📊 Oracle EBS GL

Deploy metadata to Oracle E-Business Suite GL

View Guide →

Integration Overview

Supported Platforms

Supported Platforms Dashboard EPMware supported platforms and integration methods

Platform Type Integration Method Appendix
Oracle Cloud EPM Cloud REST API Appendix A
Oracle Fusion GL Cloud REST API / File Appendix B
OneStream XF On-Premise/Cloud REST API Appendix D
Oracle EBS GL On-Premise Concurrent Program Appendix E

Integration Capabilities

Capability Oracle EPM Fusion GL OneStream EBS GL
Auto Import ✅ ✅ Manual Manual
Direct Deploy ✅ ✅ ✅ Via SFTP
Real-time Sync ✅ Scheduled ✅ Scheduled
Validation Rules ✅ ✅ ✅ Custom

Common Prerequisites

Before configuring any integration, ensure you have:

Access Requirements

  • ✅ Administrator access to EPMware
  • ✅ Administrative privileges in target system
  • ✅ Network connectivity between systems
  • ✅ Valid service accounts for integration

EPMware Configuration

EPMware Configuration Screen EPMware application configuration interface

  1. Server Configuration - Define connection details
  2. Application Setup - Create application entry
  3. Properties Configuration - Set application-specific properties
  4. Security Setup - Configure appropriate access

Target System Preparation

  • Enable required APIs or services
  • Create integration users
  • Configure security and permissions
  • Prepare import/export jobs (where applicable)

Integration Workflow

graph TD
    A[Start] --> B[Configure Target System]
    B --> C[Setup EPMware Application]
    C --> D[Configure Properties]
    D --> E[Test Connection]
    E --> F{Connection OK?}
    F -->|Yes| G[Import Metadata]
    F -->|No| H[Troubleshoot]
    H --> E
    G --> I[Configure Workflows]
    I --> J[Test Deployment]
    J --> K[Production Ready]

Integration Workflow Process Complete integration workflow from setup to production

Configuration Examples

Oracle EPM Cloud Setup

Oracle EPM Cloud Configuration Oracle EPM Cloud application import configuration

OneStream Business Rule Configuration

OneStream Business Rule Setup OneStream EPMWARE_DataMgmt business rule configuration

Oracle Fusion GL Integration

Oracle Fusion GL Setup Oracle Fusion GL Chart of Accounts configuration screen

Configuration Checklist

Use this checklist to track your integration setup progress:

Initial Setup

  • [ ] Review target system requirements
  • [ ] Obtain necessary credentials
  • [ ] Configure network/firewall access
  • [ ] Install required agents (if applicable)

EPMware Configuration

  • [ ] Create server configuration
  • [ ] Setup application
  • [ ] Configure application properties
  • [ ] Import metadata
  • [ ] Setup dimension mapping
  • [ ] Configure workflows
  • [ ] Setup deployment schedules

Testing & Validation

  • [ ] Test connectivity
  • [ ] Validate metadata import
  • [ ] Test sample deployment
  • [ ] Verify audit trails
  • [ ] Document configuration

Configuration Progress Dashboard Track your configuration progress with EPMware dashboard

Best Practices

1. Planning

  • Document Requirements - List all dimensions and properties
  • Design Hierarchies - Plan structure before implementation
  • Define Workflows - Map approval processes
  • Schedule Deployments - Plan deployment windows

2. Security

  • Use Service Accounts - Don't use personal credentials
  • Apply Least Privilege - Grant minimum required access
  • Secure Credentials - Use encrypted storage
  • Audit Access - Enable comprehensive logging

Security Configuration Best Practices Security configuration and access control setup

3. Testing

  • Start Small - Test with subset of data
  • Use Non-Production - Validate in test environment
  • Document Issues - Track and resolve problems
  • Create Rollback Plans - Prepare for contingencies

4. Maintenance

  • Regular Reviews - Check integration health
  • Update Documentation - Keep configs current
  • Monitor Performance - Track execution times
  • Plan Upgrades - Stay current with versions

Monitoring and Validation

Integration Health Dashboard

Integration Health Dashboard Monitor integration status and performance metrics

Validation Rules Overview

Validation Rules Configuration Standard validation rules applied across applications

Troubleshooting Guide

Common Issues Across Integrations

Issue Symptoms Resolution
Connection Failure HTTP 401/403 errors Verify credentials and permissions
Import Timeout Process exceeds time limit Increase timeout settings or reduce batch size
Property Mismatch Import validation errors Review property mappings and data types
Deployment Failure Metadata not updating Check deployment logs and target system status
Network Issues Intermittent failures Verify firewall rules and network stability

Troubleshooting Error Messages Common error messages and resolution paths

Getting Support

  1. Check Documentation - Review specific appendix for your integration
  2. Review Logs - Check EPMware and target system logs
  3. Test Connectivity - Use test connection features
  4. Contact Support - Provide configuration details and error messages

Quick Reference

Important URLs and Ports

System Default Port Protocol Notes
Oracle Cloud EPM 443 HTTPS REST API endpoint varies by region
OneStream 50001 HTTPS Configurable in XF Server
Oracle EBS 1521 SQL*Net Database connection
SFTP Server 22 SSH/SFTP For file-based integration

File Formats

Integration Import Format Export Format
Oracle EPM Cloud ZIP (LCM) CSV
Oracle Fusion GL XLS/ZIP CSV
OneStream XML/ZIP XML
Oracle EBS GL CSV CSV

File Format Examples Sample file formats for different integrations

Architecture Diagrams

Oracle EBS GL Integration Architecture

Oracle EBS GL Architecture Oracle EBS GL integration using SFTP and concurrent programs

Cloud Integration Architecture

Cloud Integration Architecture REST API based cloud integration architecture

Version Compatibility

Version Requirements

Always verify version compatibility before configuring integrations. EPMware supports specific versions of target applications.

Supported Versions

  • Oracle EPM Cloud: Current cloud versions (auto-updated)
  • Oracle Fusion: R13 and later
  • OneStream: 5.0 and later
  • Oracle EBS: R12.1.3 and later

Version Compatibility Matrix Detailed version compatibility matrix

Sample Configurations

Application Properties Example

Application Properties Configuration Sample application properties for Oracle PBCS integration

Deployment Configuration

Deployment Settings Deployment configuration for multi-environment setup

Additional Resources

External Resources

  • Oracle Cloud Documentation
  • OneStream Community
  • Oracle Support Portal
  • EPMware Support (support@epmware.com)

Contact Information

For integration assistance:

📧 Email: support@epmware.com
📞 Phone: 408-614-0442
🌐 Website: www.epmware.com

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Pro Tip

Before starting any integration, create a backup of your EPMware configuration using the Migration module. This allows you to quickly restore settings if needed.