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Setting up source adapter in FDM for ERPI dataload automation

cwlau
cwlau Member Posts: 82
edited Nov 10, 2013 6:34PM in Financial Data Management

Hi, all

Anyone can help to provide me some guidance to set up source adapter in FDM to execute the dataload rules in ERPi for version 11.1.2.2?

Thanks a lot for your help.

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cwlau

Answers

  • Francisco Amores
    Francisco Amores Member Posts: 1,694 Bronze Crown

    Hi,

    Which version?

    - Make sure ERPI and FDM are running in the same database platform

    - If Oracle, configure a TNS entry (maybe even if FDM and ERPI are in the server)

    - From 11.1.2.2.300 data is retrieved using synonyms so you need to configure it for TDATASEG table (Take a look to Support Doc ID 1549825.1). The method you create depends on FDM and ERPI being in different or dame database server (you will have to create linked server/dblink if they are in different db servers before creating the synonym)

    - Import and register the ERPI source adapter in FDM

    - Configure Adapter options. You can setup the data load rule name here or user Integration option 1 in locations configuration so you can execute more than one data load rule with one adapter (Integration Option 1 overrides Adapter Option)

    - Configure FDM as usual (location, import format, etc.)

    Hope that helps

    akafdmee.blogspot.com

    @akafdmee

    cwlauFrancisco Amores
  • cwlau
    cwlau Member Posts: 82

    HI, akafdmee

    Thanks so much for your help.

    - ERPI and FDM are running in the same Oracle database, same server

    - What is the meaning of configure a TNS entry ? Do you help show some hints on this?

    - How to trigger the data load rule of ERPi in FDM?

    - Can we use the data mapping rules in FDM classic instead of that in ERPi when doing the data load? In this case, can we still drill back to source ledger like EBS R12 if we use mapping rules in FDM classic?

    Thanks a lot for your help.

  • Francisco Amores
    Francisco Amores Member Posts: 1,694 Bronze Crown

    You need to configure the source adapter in FDM. The ERPI Data Load Rule to be executed can be configured in the adapter option or in location (by using Integration option 1)

    If the two databases are in the same database server you may not need to configure the TNS entry. I´m not sure now if that was mandatory. Anyway you will find your tnsnames.ora file in ORACLE_HOME/network/admin.

    There you can see how TNS entries look like.


    You can use FDM mapping rules. As long as you have your import format correctly configured in ERPI, Drill-through should work fine as drill-through from ERPI to Source System uses the source values of the intersection you are drilling back from.

    Please, don´t forget to mark answers if you find them useful/correct.

    cwlauFrancisco Amores
  • cwlau
    cwlau Member Posts: 82

    Hi, F. Admores

    Can you briefly describe the drill back sequence if we are going to use the FDM classic to load EBS R12 data to Planning application through ERPi?

    Is that drilling from Planning ---> FDM ---> ERPI ---> EBSR12 ?

    Thanks a lot

  • Francisco Amores
    Francisco Amores Member Posts: 1,694 Bronze Crown

    Yes,

    you can drill from HP forms, Smart View, Financial Reporting into FDM then you will get the ERPI landing page when you drill to source, and then from the ERPI landing page you will get the EBS landing page when you drill to source system.

    You can also drill from ERPI to EBS.

    Thanks

  • cwlau
    cwlau Member Posts: 82

    Hi,

    Just to clarify some more questions

    When using the ERPi source adapter in FDM classic to pull data from EBS,

    1. will the data first be pulled and stored in ERPI ? then go to FDM classic and be stored in FDM? and then use FDM classic mapping to load the data to Planning application ?

    2. In this case, should the drill back from planning first go to FDM? or go to ERPI ?

    Thanks a lot

  • Francisco Amores
    Francisco Amores Member Posts: 1,694 Bronze Crown

    1. Yes

    2. FDM

    Rgds

This discussion has been closed.