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Loading Data from Oracle HCM Cloud to Oracle Cloud EPM Workforce Planning

Jul 1, 2024

Loading Data from Oracle HCM Cloud to Oracle Cloud EPM Workforce Planning

Steps to Complete

1. Download HCM Extracts

  • In Data Integration, download HCM Extracts
  • These are metadata templates for integrating data
  • Save and unzip the compressed file locally
  • Files are templates for the integration process

2. Import e-Text Template

  • Use BI Publisher to import the e-text template
  • Location: Shared Folders/Custom folder
  • Converts data into required format during the data load

3. Import Extracts in Oracle HCM Cloud

  • Import all extracted XML files
  • Leave Legislative Data Group list empty
  • Validate imported extract files
  • A green checkmark under Status column indicates success
  • Submit the extract file

4. Validate and Map Data

  • Ensure period and category mappings are defined in Data Integration
  • Configure Oracle HCM Cloud Connection:
    • Name the connection
    • Enter Oracle HCM Cloud service URL and user credentials
  • Register Cloud EPM application (select Workforce Input Cube, prefix is optional)
  • Set target dimension classes

5. Initialize Data Sources

  • Initializes integration based on the connection
  • Upload and select HCM extract file with needed metadata (e.g., FTE data)
  • Edit integration to ensure options and mappings are defined correctly

6. Configure Integration Location

  • Location links source, target, and import format
  • Set attributes (e.g., Functional Currency to No Currency)
  • Map source dimensions to target dimensions (stored in Import Format)
  • Remove unneeded account drivers
  • Define target expressions for each dimension
  • Update mappings for specific data (e.g., specific employee)

7. Set Integration Options

  • Ensure employee’s effective data is valid
  • Set Load Method to load all data types with security
  • Choose whether to purge data file after load
  • Save and close the integration

8. Run Integration

  • In Data Integration, select import/export mode and start/end period
  • Click Run
  • View results in Workbench:
    • Filter to show specific employee data
    • Verify imported data in the form (e.g., FTE assumption updated)

Additional Resources

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