Connect to Oracle ERP Cloud

Oracle ERP Cloud supports two data extraction methods. BIP (BI Publisher) connects directly to Oracle's reporting layer and is suited for smaller datasets and report-based extracts. BICC (Business Intelligence Cloud Connector) extracts data in bulk from Oracle's transaction tables and is the preferred method for large datasets. You can use both methods with the same connection; the method is selected per replication task, not per connection.

Before connecting Data Hub to Oracle ERP Cloud, you need to create a dedicated integration user with the required roles, and complete the relevant setup steps in Oracle BICC if you plan to use the BICC extraction method.

Prerequisite Tasks

Step 1: Create a dedicated integration user

Create a user in Oracle ERP Cloud that Data Hub will use to authenticate and replicate data. This should be a dedicated integration account, for example, INT_INSIGHTSOFTWARE, and should not be used for individual report access.

Note: Oracle ERP Cloud APIs do not support token-based authentication or Single Sign-On. The integration user authenticates with a username and password, which is stored securely in Data Hub.

1. In Oracle ERP Cloud, go to Tools > Security Console.
2. Select the Users tab, then select Add User Account.
3. Fill in the user details:

   Field	Value
   First Name	Enter a first name. For example, Integration.
   Last Name	Enter a last name. For example, insightsoftware.
   Email	Enter a valid email address for the account.
   User Name	Enter a username. For example, INT_INSIGHTSOFTWARE.

4. Select Save and Close.

Step 2: Create a custom role and assign permissions

Oracle ERP Cloud requires a custom role to group the permissions needed for data replication. You need Oracle Cloud system administrator access to complete these steps.

1. In Oracle ERP Cloud, go to Tools > Security Console.
2. Select the Roles tab, then select Create Role.
3. Fill in the role details:

   Field	Value
   Role Name	Custom BI Administrator Role
   Role Code	CUSTOM_BI_ADMIN_ROLE
   Role Category	BI - Abstract Roles
   Description	BI Abstract Role

4. Select Next until you reach the Role Hierarchy step.
5. Select the Add icon in the Role Hierarchy list.
6. In the Add Role Membership dialog, search for and add each of the following roles:
   • ESSAdmin
   • OBIA_EXTRACTTRANSFORMLOAD_RWD
   • BIAdministrator
7. Close the dialog, then select Next.
8. On the Users page, select Add User.
9. Search for the integration user you created and select Add User to Role.
10. Close the dialog, select Next, then select Save and Close.

Note: These three roles automatically inherit a set of dependent roles that are required for replication.

Step 3: Run the Retrieve Latest LDAP Changes job

After assigning roles, run this scheduled process to synchronize the role changes with Oracle's LDAP directory. Without this step, the integration user may not have the correct permissions in BI Publisher.

1. In Oracle ERP Cloud, go to Tools > Scheduled Processes.
2. Select Schedule New Process.
3. Select the dropdown arrow, then select Search.
4. Search for Retrieve Latest LDAP Changes, select the result, then select OK.
5. Select OK, then select Submit.

Wait for the job to complete before proceeding. Only one instance of this process can run at a time; if it is already running, wait for it to finish before submitting again.

Additional Prerequisites for BICC

Complete this step only if you plan to use the BICC extraction method. If you are using BIP only, skip to creating a connection.

Step 4: Configure external storage in Oracle BICC

Before starting Step 4, ensure you have provisioned storage in Data Hub. The storage values generated during provisioning are required to configure the external storage connection in Oracle BICC. See Create a Connection to provision storage.

1. Log in to Oracle BICC using https://{your Oracle hostname}/biacm.
2. Select Configure External Storage.
3. Select the OCI Object Storage Connection tab, then select the + icon.
4. Fill in the OCI parameters using the values populated after provisioning storage in Data Hub. For the Name field, enter the Storage ID value.
5. Select Generate API Signing Key, then select Export Public Key to download the public key file.
6. Return to Data Hub and upload the public key file in the API Key File field on the Connect tab. The connection test cannot be completed until the public key file is uploaded. Select Test Connection once the file is in place.

Create a Connection

Once you have completed the prerequisites, you are ready to set up the connection in Data Hub.

1. In Data Hub, go to Connections and select Add Connection.
2. Search for and select Oracle ERP Cloud (BIP/BICC).

Basics tab

1. Replication Environment: A replication environment is a dedicated infrastructure layer that Data Hub uses to extract and stage data from Oracle ERP Cloud. Your organization's default environment is selected. Select Set ERP to assign this environment to the Oracle ERP Clouddata source.

• If you need to add a new environment, select Provision and complete the following fields:

  Field	Description
  Environment Name	A name for the environment as it will appear across Data Hub, for example, Production.
  ERP	Defaults to Oracle ERP Cloud.
  Hosting Region	The AWS region where replicated data will be stored. Defaults to US East (N. Virginia) based on your organization's region (NA). If your organization has data residency or compliance requirements, select the appropriate region before proceeding.

  Select Start Provisioning. Provisioning may take up to 30 minutes. You will receive an email notification when provisioning completes or if it encounters an issue. Once complete, select Continue. The replicated data endpoint is created, and the environment is now available for selection.

  Note: Each connection requires a dedicated replication environment. Once assigned, the environment is dedicated to that ERP and cannot be shared or reassigned. The number of connections you can create depends on your organization's subscription.

2. Enter a Connection Name and an optional Description.
3. Select Next.

Connect tab

Fill in the following fields:

Select how Data Hub retrieves data from Oracle ERP Cloud:

• Enable BIP: Extracts reference and hierarchy data such as chart of accounts, lookups, and trees. Better suited for smaller (2 million row limit), targeted extracts based on specific reports.
• Enable BICC: Extracts transactional data such as GL balances, journals, and subledger transactions. Recommended for large volumes and regular incremental updates.

BIP settings

The following fields apply when Enable BIP is toggled on.

BICC settings

The following fields apply when Enable BICC is toggled on.

Select Test Connection to verify the connection, then select Next. A successful connection test is required before you can create the connection.

Advanced tab

No additional configuration is required on this tab.

Select Create Connection.

Your Oracle ERP Cloud data source is ready and appears on the Connections page. Data Hub creates predefined replication tasks once data is pulled in. See the Data Replication section for more information.

If you are using BICC, see Manage Metadata (Oracle BICC) to manage BICC jobs that are created and uploaded after the connection is established.