{"id":1642,"date":"2023-01-06T16:13:41","date_gmt":"2023-01-06T10:43:41","guid":{"rendered":"https:\/\/blogs.infosys.com\/infosys-cobalt\/?p=1642"},"modified":"2023-01-06T16:13:43","modified_gmt":"2023-01-06T10:43:43","slug":"enterprise-data-management-integration-with-pcm-using-global-connection","status":"publish","type":"post","link":"https:\/\/blogs.infosys.com\/infosys-cobalt\/cloud-applications\/oracle\/oracle-cloud-infrastructure\/enterprise-data-management-integration-with-pcm-using-global-connection.html","title":{"rendered":"Enterprise Data Management &#8211; Integration with PCM using Global Connection"},"content":{"rendered":"<p>In most of the Enterprise Data Management (EDM) Implementations, we come across the requirement of integrating EDM with Profitability and Cost Management (PCM) Applications. EDM provides a universal adapter that can be used for the same. Earlier, there was no end-to-end automation possible with any external application leveraging the universal adapter. However, in Dec 2020, Oracle came up with the concept of a \u2018Global Connection\u2019 in their patch release which is an effective way of automating the metadata push from EDM to any external application. Though the standard User Guides contain information on this, there are some minute setups we need to be cognitive of. In this blog, I attempt to explain the process in detail taking the example of a dimension within the Profitability and Cost Management (PCM) Application.<\/p>\n<p>&nbsp;<\/p>\n<p><strong><em>What is a Global Connection?<\/em><\/strong><\/p>\n<p>Global connections can be defined as an Oracle Object Storage which can share data with external applications and processes from a centralized storage location using Oracle Cloud infrastructure.<\/p>\n<p>Global connections enable you to share data with an external application using extracts.<\/p>\n<p>&nbsp;<\/p>\n<p>The following connection types are supported:<\/p>\n<p>1.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <strong>Oracle EPM Cloud<\/strong> connections send data to an Enterprise Performance Management inbox for use by a metadata import process.<\/p>\n<p>2.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <strong>Oracle ERP Cloud<\/strong> connections send data to a Universal Content Management (UCM) document account for use by a File Based Data Import (FBDI) process.<\/p>\n<p>3.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <strong>Oracle Object Storage<\/strong> connections serve as technology adapters for more general-purpose external systems.<\/p>\n<p>&nbsp;<\/p>\n<p>I will discuss the 1st type of connection as an example in this blog.\u00a0 The PCM Application within EDM (Universal Adapter) can use global connection to send metadata files to the \u2018profitinbox\u2019 folder in the PCM Application.<\/p>\n<p><strong><em>Note:<\/em><\/strong> Please note that only extracts can use global connection. Exports do not support the same.<\/p>\n<p>&nbsp;<\/p>\n<p><em><strong>Creating a Global Connection:<\/strong><\/em><\/p>\n<p>Since Global connections enables sharing of metadata with external applications using extracts and not exports, you can create an extract for each of the PCM dimension with the required attributes and format (CSV) which can be consumed directly by the PCM Application.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Prior Consideration:<\/strong><\/p>\n<p>For a direct integration to work with PCM, ensure that the Hierarchy within PCM Viewpoints holds the Dimension Name as the topmost member for PCM to recognize the file to be loaded for the corresponding dimensions.<\/p>\n<p>This does not require any other alterations in the exported file to PCM since that\u2019s how PCM intends to receive the file (with topmost value as the Dimension name). However, when PCM exports the hierarchy, the Topmost member\u2019s parent will be blank (which is as expected). If you need to import that file in EDM, you will need to change the parent of the topmost member to dimension name and the header from \u201cRegular\u2019 to \u201cNode\u201d in the PCM exported file.<\/p>\n<p>&nbsp;<\/p>\n<p>E.g. \u2013 If your hierarchy starts from \u201cCOM\u201d, add \u201cEntity\u201d as the topmost member where \u201cCOM\u2019 rolls up to.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1629 size-full\" src=\"https:\/\/blogs.infosys.com\/infosys-cobalt\/storage\/2023\/01\/Global-Connection-Entity-Hierarchy-example.png\" alt=\"\" width=\"295\" height=\"154\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>Now let us see below an example of setting up this extract for one of the PCM dimensions (Entity). We assume that the PCM Application is already configured with all required dimensions and attributes within EDM.<\/p>\n<p><strong>Step 1:<\/strong> \u00a0Create the Extract for the Entity dimension in the PCM Application within EDM with all your required attributes. The important point here is to rename the label of the \u201cName\u201d property to \u201cRegular\u201d (as expected by PCM).<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1633 size-full\" src=\"https:\/\/blogs.infosys.com\/infosys-cobalt\/storage\/2023\/01\/Global-Connection-Header-information.png\" alt=\"\" width=\"639\" height=\"226\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Step 2:\u00a0<\/strong> Create the Global Connection for PCM.<\/p>\n<p>1.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Under \u201cConnections\u201d, prepare a Global Connection for PCM, with connection Type as \u201cOracle EPM Cloud\u201d and update the below mandatory fields:<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1628 size-full\" src=\"https:\/\/blogs.infosys.com\/infosys-cobalt\/storage\/2023\/01\/Global-connection-setup.png\" alt=\"\" width=\"556\" height=\"310\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>You can test the connection before saving it, for a successful creation.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Step 3:\u00a0<\/strong> \u00a0Once the Global connection is created, you should be able to select it for the extract created in Step1 under the \u2018General\u2019 tab. Update the folder as \u2018profitinbox\u2019 to send the file directly to this folder for the PCM Application. Give a default filename for this extracted file.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1632 size-full\" src=\"https:\/\/blogs.infosys.com\/infosys-cobalt\/storage\/2023\/01\/Global-connection-folder.png\" alt=\"\" width=\"518\" height=\"170\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Step 4:<\/strong>\u00a0 \u00a0Once the extract is ready, you should be able to see all these extracts in the \u2018Extracts Run\u2019 page from \u2018Applications\u2019 option. You will also see an option to run this extract file for the connection updated in the extract<\/p>\n<p>.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1634 size-full\" src=\"https:\/\/blogs.infosys.com\/infosys-cobalt\/storage\/2023\/01\/Global-connection-settings.png\" alt=\"\" width=\"634\" height=\"129\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Step 5:<\/strong>\u00a0 \u00a0You would then be able to see this file in the PCM Application under the \u2018File Explorer\u2019. This can then be imported to update the PCM hierarchy.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1630 size-full\" src=\"https:\/\/blogs.infosys.com\/infosys-cobalt\/storage\/2023\/01\/Global-Connection-File-Explorer.png\" alt=\"\" width=\"462\" height=\"283\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Below is the format of the final file exported and ready to be imported within PCM:<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1631 size-full\" src=\"https:\/\/blogs.infosys.com\/infosys-cobalt\/storage\/2023\/01\/Global-Connection-File-format.png\" alt=\"\" width=\"635\" height=\"98\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Hope this was useful!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In most of the Enterprise Data Management (EDM) Implementations, we come across the requirement [&hellip;]<\/p>\n","protected":false},"author":314,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[72],"tags":[158,37],"coauthors":[176],"class_list":["post-1642","post","type-post","status-publish","format-standard","hentry","category-oracle-cloud-infrastructure","tag-edm","tag-cloud"],"acf":[],"_links":{"self":[{"href":"https:\/\/blogs.infosys.com\/infosys-cobalt\/wp-json\/wp\/v2\/posts\/1642","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.infosys.com\/infosys-cobalt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogs.infosys.com\/infosys-cobalt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.infosys.com\/infosys-cobalt\/wp-json\/wp\/v2\/users\/314"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.infosys.com\/infosys-cobalt\/wp-json\/wp\/v2\/comments?post=1642"}],"version-history":[{"count":6,"href":"https:\/\/blogs.infosys.com\/infosys-cobalt\/wp-json\/wp\/v2\/posts\/1642\/revisions"}],"predecessor-version":[{"id":1681,"href":"https:\/\/blogs.infosys.com\/infosys-cobalt\/wp-json\/wp\/v2\/posts\/1642\/revisions\/1681"}],"wp:attachment":[{"href":"https:\/\/blogs.infosys.com\/infosys-cobalt\/wp-json\/wp\/v2\/media?parent=1642"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogs.infosys.com\/infosys-cobalt\/wp-json\/wp\/v2\/categories?post=1642"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogs.infosys.com\/infosys-cobalt\/wp-json\/wp\/v2\/tags?post=1642"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/blogs.infosys.com\/infosys-cobalt\/wp-json\/wp\/v2\/coauthors?post=1642"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}