Oracle Business Intelligence Publisher Setup Guide Beta

Follow our setup guide to connect your Oracle Business Intelligence Publisher to Fivetran.

Prerequisites

To connect your Oracle Business Intelligence Publisher 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

1. Log in to your Oracle Cloud account.

2. Go to the Application Console.

3. Find your Oracle application instance. If you don't have an instance, follow Oracle's instructions to create one.

   

4. 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

1. 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.

2. On the navigation menu, click Tools > Security Console.

   

3. Go to the Users page and click Add User Account.

   

4. On the Add User Account page, enter the User details.

5. Make a note of the User Name and Password. You will need them to configure Fivetran.

   

6. Click Save and Close.

Create BIP and UCM roles

1. 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.

2. Go to Tools > Security Console.

3. Go to the Roles page and click Create Role.

   

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

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

5. On the Function Security Policies page, click Next.

6. On the Data Security Policies page, click Next.

7. On the Role Hierarchy page, click Add Role.

8. In the Add Role Membership dialog box, search for the following roles:

   • BI Consumer Role: To run Business Intelligence reports
   • BI Author Role: To create and edit folder and reports
   • BI Publisher Data Model Developer Role: To create and edit Business Intelligence Publisher data models.
   • Content Administration: To view and download extracted files from UCM

9. Click Add Role Membership.

10. Close the Add Role Membership dialog box and click Next.

11. On the Segregation of Duties page, click Next.

12. On the Users page, enter the user you created in Step 2 and then click Next.

13. On the Summary page, review the details and then click Save and Close.

Create Folder in BIP instance

1. Log in to your Business Intelligence Publisher instance. Use the Server URL found in Step 1. For example, if the server URL is https://my-oracle-fusion-cloud.oraclecloud.com, then use https://my-oracle-fusion-cloud.oraclecloud.com/xmlpserver.

2. Log in with the User Name and Password you created in Step 2

3. Click Catalog > Shared Folders.

4. Create a subfolder and make a note of the path /folder_path/folder_name. You will need it to configure Fivetran.

NOTE: You can exclude Shared Folders from the path. In addition, we recommend that you don't add any special characters to the folder name in order to avoid changing the folder to a Read-Only folder at the source.

Configure UCM

1. Log in to your Business Intelligence Publisher instance. Use the Server URL found in Step 1. For example, if the server URL is https://my-oracle-fusion-cloud.oraclecloud.com, then use https://my-oracle-fusion-cloud.oraclecloud.com/xmlpserver.

2. Log in with the admin account's User Name and Password.

3. Click Administration.

   

4. Click Publisher > Manage Publisher

   

5. Click Delivery > Content Server

   

NOTE: You must have a FA_UCM_PROVISIONED server. If the server is not there, you can reach out to the Oracle team to setup this server (The server name should be FA_UCM_PROVISIONED).

Finish Fivetran configuration

1. In the connector setup form, enter a Destination schema prefix of your choice.

   NOTE: The prefix applies to each replicated schema and cannot be changed once your connector is created.

2. Enter the Server URL that you found in Step 1.

   NOTE: The Server URL must follow the https://<instance_name>.oraclecloud.com format.

3. Enter the User Name and Password for the user you created in Step 2.

4. Enter the BIP Folder Location for the user you created in Step 4.

5. Click Save & Test. Fivetran will take it from here and sync your data from your Oracle Fusion Cloud applications through BIP.

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