Oracle Fusion Cloud Applications - CRM Setup Guide

Follow our setup guide to connect your Oracle Fusion Cloud Applications - CRM to Fivetran.

Prerequisites

To connect your Oracle Fusion Cloud Applications - CRM to Fivetran, you need:

An Oracle Cloud account
An active Oracle Cloud Fusion subscription
Access to the Application Console
Security Manager role to access the Security Console

Setup instructions

Find server URL

Log in to Oracle Cloud.
Go to the Application Console.
Find your Oracle application instance. If you don't have an instance, follow Oracle's instructions to create one.
In the application instance details, find and make a note of the Service Environment URL (for example, https://servername.fa.us2.oraclecloud.com). You will need this to configure Fivetran.

Create User

Expand for Basic Authentication Steps

Log in to the Oracle Fusion Cloud Application instance for which you want to sync the data.
NOTE: You must have the Security Manager role to create a user.
On the left-hand navigation pane, click Tools > Security Console.
Go to the Users page and click Add User Account.
On the Add User Account page, enter the User details. Make a note of the User Name and Password. You will need them to configure Fivetran.
Click Save and Close.

Expand for JWT Authentication Steps

Open your terminal.
Generate a private key (private.key) using the following command. (Make sure you are using OpenSSL and not LibreSSL)
openssl genrsa 2048 | openssl pkcs8 -topk8 -out rsa_key.key -nocrypt
Using the created private key, create an X509 certificate (.cer file) containing the public key using the following command and fill in the required details.
openssl req -new -x509 -key private.key -out publickey.cer -days 365
Log in to the Oracle Fusion Cloud Application instance for which you want to sync the data.
NOTE: You must have the Security Manager role to create a user.
On the left-hand navigation pane, click Tools > Security Console.
Go to the Users page and click Add User Account.
On the Add User Account page, enter the User details. Make a note of the User Name. You will need it to configure Fivetran.
Go to the API Authentication page and click Create Oracle API Authentication Provider.
On the newly opened Oracle API Authentication Provider Details page, click Edit and enter the following information.
Field Name Values
Trusted Issuer Issuer Name
Token Type JWT
Make a note of the Issuer Name. You will need it to configure Fivetran.
Click Save and Close.
Next Select the Inbound API Authentication Public Certificates from the left-hand menu.
Click on Add New Certificate and complete the Certificate Alias name.
Select Browse for the Import Public Certificate and navigate to the location of the publickey.cer file created in the earlier step.
Click Save.
Select Done which will return you to the API Authentication overview page.

Field Name	Values
Trusted Issuer	Issuer Name
Token Type	JWT

Create BICC and UCM roles

Log in to the Oracle Fusion Cloud Application instance for which you want to sync the data.
NOTE: You must have the Security Manager role to create a role.
Go to Tools > Security Console.
Go to the Roles page and click Create Role.

On the Basic Information page, enter the following role details and click Next.

Field Name	Values
Role Name	For example, BICC_FIVETRAN_ROLE, UCM_FIVETRAN_ROLE
Role Code	For example, BICC_ADMIN_FIVETRAN, UCM_ADMIN_FIVETRAN
Role Category	BI - Abstract Role
Predefined Role	Clear the checkbox
Description (Optional)	Description for the role

On the Function Security Policies page, click Next.
On the Data Security Policies page, click Next.
On the Role Hierarchy page, click Add Role.
In the Add Role Membership dialog box, search for the following roles:
- ESS Administrator Role: To create and manage schedules for global data extracts or jobs
- BIA_ADMINISTRATOR_DUTY: To get job information, describe datastore, and perform other BICC related operations
- OBIA_EXTRACTTRANSFORMLOAD_RWD: To view and download extracted files from UCM
Click Add Role Membership.
Close the Add Role Membership dialog box and click Next.
On the Segregation of Duties page, click Next.
On the Users page, click Add User and enter the user you created in Step 2 and then click Next.
On the Summary page, review the details and then click Save and Close.

Configure UCM storage for BICC

Go to the BI Applications Configuration Manager URL. Use the Server URL you found in Step 1. For example, if the server URL is https://my-oracle-fusion-cloud.oraclecloud.com, use https://my-oracle-fusion-cloud.oraclecloud.com/biacm.
Log in using the User Name and Password you created in Step 2.
Click Configure External Storage
Go to UCM Connection tab and click Test UCM Connection. You should receive an External Storage Connection Succeeded message. Click OK

(Optional) Add custom object to an offering

NOTE: We exclude tables from the syncs if they are not part of an offering.

To add a datastore for an offering, see Oracle's documentation.

(Optional) Select primary keys for custom objects

NOTE: We exclude tables without a defined primary key from the syncs.

Log in to BI Applications Configuration Manager URL using the Server URL you found in Step 1. For example, if the server URL is https://my-oracle-fusion-cloud.oraclecloud.com, use https://my-oracle-fusion-cloud.oraclecloud.com/biacm.
Log in using the User Name and Password you created in Step 2.
Click Manage Offerings and Data Stores.
Go to the offering associated with the custom objects.
Select your custom data store.
Go to the Edit Columns tab.
Select the Primary Key columns.
Click Save.

(Optional) Configure Incremental Filters

NOTE: You can use incremental filters to configure which columns are "incremental". We treat Data Stores without incremental columns as re-import Data Stores, extracting all rows during every sync, which increases MAR.

To configure incremental filters:

Follow steps 1-6 as described in the Select primary keys for custom objects section.
Make sure to check both the Incremental Filter and Select List checkboxes for the columns that you want to be incremental. Also, make sure that these columns have the TIMESTAMP data type.
Click Save.

Finish Fivetran configuration

Expand for Basic Authentication Steps

In the connection setup form, enter a Destination schema prefix.
NOTE: The prefix applies to each replicated schema and cannot be changed once your connector is created.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.
Enter the Server URL that you found in Step 1.
NOTE: The Server URL must follow the https://<instance_name>.oraclecloud.com format.
Enter the User Name and for the user you created in Step 2.
Select the Authentication Method as Use Basic Authentication
Enter the Password for the user you created in Step 2.
Click Save & Test. Fivetran will take it from here and sync your data from your Oracle Fusion Cloud applications.

Expand for JWT Authentication Steps

In the connection setup form, enter a Destination schema prefix.
NOTE: The prefix applies to each replicated schema and cannot be changed once your connector is created.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.
Enter the Server URL that you found in Step 1.
NOTE: The Server URL must follow the https://<instance_name>.oraclecloud.com format.
Enter the User Name and for the user you created in Step 2.
Select the Authentication Method as Use JWT Authentication.
Enter the Issuer you created in Step 2.
Upload the private.key you created in Step 2.
Upload the publickey.cer you created in Step 2.
Click Save & Test. Fivetran will take it from here and sync your data from your Oracle Fusion Cloud applications.

Connector Overview

Schema Information

Release Notes

API Connection Configuration

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