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.
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
Integration Overview
Supported Platforms
| 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 |
| Databricks | Cloud | REST API | Appendix F |
Integration Capabilities
| Capability | Oracle EPM | Fusion GL | OneStream | EBS GL | Databricks |
|---|---|---|---|---|---|
| Auto Import | ✅ | ✅ | Manual | Manual | ✅ |
| Direct Deploy | ✅ | ✅ | ✅ | Via SFTP | Via ERP Import |
| Real-time Sync | ✅ | Scheduled | ✅ | Scheduled | Scheduled |
| Validation Rules | ✅ | ✅ | ✅ | Custom | 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
- Server Configuration - Define connection details
- Application Setup - Create application entry
- Properties Configuration - Set application-specific properties
- 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]Complete integration workflow from setup to production
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
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
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
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 |
Getting Support
- Check Documentation - Review specific appendix for your integration
- Review Logs - Check EPMware and target system logs
- Test Connectivity - Use test connection features
- 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 |
| Databricks | 443 | HTTPS | REST API via SQL Warehouse |
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 |
| Databricks | SQL Results | CSV |
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: 8.0 and later
- Oracle EBS: R12.1.3 and later
- Databricks: Current cloud versions
Additional Resources
Related Documentation
External Resources
- Oracle Cloud Documentation
- OneStream Community
- Oracle Support Portal
- Databricks Documentation
- EPMware Support (support@epmware.com)
Contact Information
For integration assistance:
📧 Email: support@epmware.com
📞 Phone: 408-614-0166
🌐 Website: www.epmware.com
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.