Using EPM Tools to Connect to Cloud and On-Premises Sources
As of August 2021
Thank you to Mike Casey, EPM Product Management, for the presentation on this topic.
Read the presentation for more details about the following topics plus much more!
- Integration Overview
- Supported Use Cases
- Data Management and Data Integration (Features)
- Use Case Examples
- Writeback Considerations
- Data Integration – Next Generation UI
- Roadmap
Supported Use Cases
Refer to the presentation for more details on each example.
- Native Cloud Data Loading
- Integration using Data Management/Integration
- Cloud to Cloud
- Integration with Oracle Cloud GL
- Oracle Cloud HCM to EPM
- Oracle NetSuite to Cloud EPM
- Oracle Cloud Projects (PPM) to Cloud EPM
- Budgetary Control Integration
- Oracle Integration Cloud Service (OIC)
Data Management and Data Integration (Features)
Why is the EPM Integration Agent so important?
- Eliminates the need for on-premises FDMEE
- Provides connectivity to everything/anything
- SQL for on-premises sources
- Scripting extensions to call any 3rd party API
- Workday, SFDC, etc.
- Connectivity without FDMEE
- Users decide where/how to drill
- Drill into source data with or without a URL
- Load detail into Cloud EPM, or maintain on source
Use Case Examples
EPM Integration Agent
- Data Warehouse – Oracle, MS SQL, Teradata, Snowflake, etc.
- 3rd Party – Microsoft Dynamics, Salesforce, etc – Use Scripting
- Anything – Use scripting to generate a file
- Write-Back – simple insert, custom insert, scripting
Cloud ERP Adapter
- Acct Pay, Acct Rec, Fixed Assets, Supply Chain
- Any extract created with BI Publisher
100% coverage for source and write-back requirements
Write-back Considerations
EPM Integration Agent
- Write-back available now
Cloud GL
- Budget and Journals supported
Export using Data Management
- Use Export to file option
- Process as needed once downloaded from cloud
Export using Native cloud export
- Downloaded from cloud and process as needed
Enterprise Journals
- Post journals to any ERP
FDMEE to Data Management/Data Integration Comparison
Oracle EPM: Data Integration – Roadmap (Oracle Safe Harbor applies)
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References:
- Presentation– by Mike Casey, EPM Product Management
Reposted with permission from the Source.
