Spreadsheet Server

Oracle Cloud Installation

Version: September 2022
Table of Contents

Table of Contents ............................................................................................................................................................. 2

Introduction ..................................................................................................................................................................... 3

Oracle Cloud Connector Overview .................................................................................................................................. 3

Installation Timeframe Expectations............................................................................................................................... 3

Cloud Connector Setup .................................................................................................................................................... 3

Overview ......................................................................................................................................................................... 3
Oracle Cloud ERP Administrator...................................................................................................................................... 3
Oracle Cloud ERP Pre-Requisites ..................................................................................................................................... 4
Create a New User in Oracle ERP Cloud .................................................................................................................... 4
Create and Grant role to access the API’s ................................................................................................................. 4
Steps to Run “Retrieve Latest LDAP Changes” Job .................................................................................................... 6
Supporting Oracle Documentation ............................................................................................................................ 8
Detailed Roles ............................................................................................................................................................ 9
Oracle Cloud BICC New Environment Setup ................................................................................................................... 9
Add BICC Storage Location ....................................................................................................................................... 10
Import BICC Jobs ...................................................................................................................................................... 13
Test BICC Storage ..................................................................................................................................................... 15
Cloud Instance Replication ............................................................................................................................................ 15
Cloud Instance Users ..................................................................................................................................................... 15

Spreadsheet Server .........................................................................................................................................................15

GL Reporting Configuration ........................................................................................................................................... 15

Installation..................................................................................................................................................................... 16
Training ......................................................................................................................................................................... 16

FAQ .................................................................................................................................................................................17

Adding a new oracle public Key ................................................................................................................................19

Disclaimer .......................................................................................................................................................................20
Introduction
This document will outline the criteria and steps for a successful Oracle Cloud installation. This is intended to
be shared with the customer to outline the steps and responsibilities for the Customer Oracle Cloud
Administrator and the implementation timeline.

Oracle Cloud Connector Overview

Oracle Cloud Financials is a cloud-based, end-to-end business management solution designed for midsized to
enterprise-level customers. Unlike on-premise ERP products direct connection to the ERP database is not
permitted. Oracle has released Application Program Interfaces (APIs) to allow access to the financial data.
However, these APIs are not effective for the level of financial reporting required with Spreadsheet Server.
The Insightsoftware Oracle Cloud Connector leverages the Oracle APIs to replicate the financials data into a
usable database to allow efficient near Real-Time financial reporting. An Insightsoftware proprietary SAAS
reporting service is used to connect the data to Spreadsheet Server.

Installation Timeframe Expectations

The Oracle Cloud Connector requires many more steps on both the customer and Insightsoftware instances
than an on-premise connection. It is very important the customer understands the effort and process
involved to move forward with an Oracle Cloud installation. Below is a chart that identifies the resources and
worst case timeframe expected during the configuration process. Most setups will be accomplished within 5
days.

Day -2 Day -1 Day 1 Day 2 Day 3 Day 4 Day 5

FIRST INSTALL
Welcome Email CALL
KICK-OFF SECOND
Received Send user (1) Oracle ADMIN
Customer Request for user list to PM INSTALL CALL
list CALL creates replication.
(2) Start BICC and BIP
SpS Installation
Jobs.

Welcome Email
Sent KICK-OFF SECOND
ISW Engagement Create Case for INSTALL CALL
(PM) cloud Instance CALL SpS Installation
and request user Provide instance
(Optional)
list details to customer

KICK-OFF FIRST INSTALL SECOND

CALL Create and Test
ISW Services CALL (3) Input OCI Public Profile INSTALL CALL
Create users in SpS Installation
Key in Cloud
Cloud Environment

Create Cloud Instance and First User. Set Up and Run Replication
ISW Cloud Ops Provide Instance Information to An extra day may be needed depending on data
Customer size

Cloud Connector Setup

Overview
The Cloud Connector setup will include a Customer Oracle Cloud Administrator.

Oracle Cloud ERP Administrator

This document includes detailed instructions for the customer Oracle Cloud Administrator. Most
administrators will be able to follow these instructions with no problem, but it is recommended to coordinate
a call with Insight Software Support to assist. This call can be coordinated through the Insight Software
Engagement Owner.

Oracle Cloud ERP Pre-Requisites

This guide will take you through the permissions required for the Oracle ERP Cloud integration user. It is
recommended you have a dedicated user for the replication process e.g. INT_INSIGHTSOFTWARE. This user is
used to replicate data and is not used by individual users running reports.

Terminology

Integration user- This is an Oracle ERP Cloud user which allows the Cloud Connector to replicate data from the
Oracle BIP and BICC interfaces. The user is used for read only purposes to run reports which are used to extract
a copy of the data.

Create a New User in Oracle ERP Cloud

Create a user that can be used by the Cloud Connector to replicate data e.g. INT_INSIGHTSOFTWARE

Summary Roles Required:

• ESSAdmin
• OBIA_EXTRACTTRANSFORMLOAD_RWD
• BIAdministrator

See the steps below to add these roles.

Create and Grant role to access the API’s

1. Login to Oracle Cloud ERP as a user who has system administrator privileges (ORACLE ADMIN)
2. Navigate via the menu to Tools > Security Console
3. Select the Roles tab, then click the Create Role button
4. Complete the basic information as follows
a. Role Name: Custom BI Administrator Role
b. Role Code: CUSTOM_BI_ADMIN_ROLE
c. Role Category: BI — Abstract Roles
d. Description: BI Abstract Role (customer preference)
5. Click on the Role Hierarchy step or click next till you get to the Role Hierarchy step
6. Click the Add icon in the Role Hierarchy list.

7. In the Add Role Membership dialog, search for ESSAdmin and then click Add Role Membership.
8. Search for OBIA_EXTRACTTRANSFORMLOAD_RWD and click Add Role Membership.
9. Search for BIAdministrator and click Add Role Membership.
10. Close the Add Role Membership dialog. Press ( )
11. Click Next.
12. In the Users page, click Add User.

13. In the Add User dialog, search for the name of the user you want to assign access to, and then click Add
User to Role.
14. Close the Add User dialog.
15. Click Next.
16. Click Save and Close.

Steps to Run “Retrieve Latest LDAP Changes” Job

1. Navigate to Tools > Scheduled Processes
2. Click on Schedule New Process
• Search for the process name: Retrieve Latest LDAP Changes. Click OK.
• Click Submit

• Once the job has completed running, the replication user should have administrator access in BI Publisher,
which will allow access to the BIP web services.

Supporting Oracle Documentation

BICC: https://docs.oracle.com/en/cloud/saas/applications-common/20c/biacc/creating-a-business-intelligence-
cloud-extract.pdf
Detailed Roles

The above roles will add the following dependent roles automatically. These are listed for reference purposes
only.

Role Name Inherited by Role Inherited by Role Code

Name
BI Author Role BI Administrator Role BIAdministrator
Configure External BI Applications BIA_ADMINISTRATOR_DUTY
Storage Privilege Administrator Duty
Overview Privilege BI Applications BIA_ADMINISTRATOR_DUTY
Administrator Duty
ESS Monitor Role ESS Operator Role ESSOperator
ESS Operator Role ESS Administrator ESSAdmin
Role
BI Consumer Role Transactional Analysis FBI_TRANSACTION_ANALYSIS_GENERIC_DUTY
Duty
Rest API Extract BI Applications BIA_ADMINISTRATOR_DUTY
Privilege Administrator Duty
Upload and Custom BI CUSTOM_BI_ADMIN_ROLE
download data Administrator Role
from on-premise
system to cloud
system
Transactional BI Administrator Role BIAdministrator
Analysis Duty
BI Applications BI Administrator Role BIAdministrator
Administrator Duty
BI Administrator Custom BI CUSTOM_BI_ADMIN_ROLE
Role Administrator Role
Manage Schedules BI Applications BIA_ADMINISTRATOR_DUTY
Privilege Administrator Duty
BI Consumer Role BI Author Role BIAuthor
ESS Administrator Custom BI CUSTOM_BI_ADMIN_ROLE
Role Administrator Role
Help Privilege BI Applications BIA_ADMINISTRATOR_DUTY
Administrator Duty
Configure Cloud BI Applications BIA_ADMINISTRATOR_DUTY
Extract Privilege Administrator Duty

Oracle Cloud BICC New Environment Setup

This guide will take you through the permissions required for the Oracle ERP Cloud integration user. It is
recommended you have a dedicated user for the replication process e.g., INT_INSIGHTSOFTWARE. This user is
used to replicate data and is not used by individual users running reports.
Add BICC Storage Location
1. Log into Oracle BICC
a. use the url https://{host name}/biacm substituting the host name with your Oracle URL e.g.
b. https://adc2-zoqf-fa-ext.oracledemos.com/biacm

2. Click on the Configure External Storage option

3. Click on the OCI Object Storage Connection tab and click the plus sign.

4. Fill in all the fields with the information provided by the Insightsoftware Engagement Owner welcome email
5. Press the Generate API Signing Key and Export the public key file.

Note: The Test Connection cannot be completed until Insightsoftware has loaded the public key.
See the Test BICC Storage section

6. Then click Save

7. Send the public key file to the Insightsoftware Engagement Owner

8. The Insightsoftware Engagement Owner will advise you when the public key has been assigned to the cloud
connector instance

9. You can now test the connection

Import BICC Jobs
1. Navigate to the Jobs tab and click on the Manage Jobs link.

2. Check there are no jobs with the Job Id 200000 through to 200026, if there are contact support for an
alternate file.

3. Navigate to the Manage offerings and Data Source and Select the Import Customization option.
4. Click the Choose File button and select the file downloaded from here
http://is-cloud-connector.insightsoftware.com.s3-eu-west-
1.amazonaws.com/Releases/insightsoftware_BICC_Jobs_latest.zip . Then click the Import button.

5. You should now see the new jobs imported referencing insightsoftware
6. BICC is now configured
Test BICC Storage
1. Insightsoftware will add the Key provided above to the storage bucket and respond once complete

2. After confirmation has been received from Insightsoftware click the “Test Connection” button.
You will see the confirmation dialog.

Cloud Instance Replication

The initial replication of data will be controlled by the Insight Software Team. Once complete you, the
customer, will have full control of their replication schedules and data.

Cloud Instance Users

The Individual reporting users are required to be setup for authentication into the Insightsoftware Cloud
Instance and require Multi Factor Authentication (MFA). The Insightsoftware Engagement owner will request
the users once the POC Planning Call is complete. The POC users should be identified in the POC Planning Call.
The information required is the email and name of the users. Once the users are set up by Insightsoftware
Cloud Ops they will receive a welcome email with instructions to validate and receive their password. The
number of users should be limited to no more than 5 users and preferably 2 or 3.

Once the users are set up, they will need to validate their email with the cloud authentication system. They
will require a one-time authentication code for the initial log in. A welcome email with instructions will be
sent directly to the users. The Insightsoftware Support Team can assist users with this process as required.

Spreadsheet Server

GL Reporting Configuration
Once the cloud has been configured and the data replicated the files required for the Oracle Cloud Reporting
will be configured by the Insightsoftware Professional Services Team. These files will include the GL profile,
Journal and subledger drill downs.
Installation
A call will be scheduled for the Spreadsheet Server installation for the users. The installation and configuration
normally will take approximately an hour and a half. During the install call the Application Configurator will be
installed and configured for the users. The Application Configurator is where the user licenses are maintained.
The Cloud connection will also be created and tested. Only one user will require the Application Configurator.
The configuration files will be copied to a network file server to share the configuration for all users.

The Spreadsheet Server Add-In will be installed for each user. There will be very simple test to ensure they are
working properly.

Training
Once the users have been installed and the data validated by the Technical Consultant and the end users,
training will be scheduled by the Project Manager and the Training Consultant will conduct the courses.
FAQ
This section will provide a list of frequently asked questions regarding the setup for the Oracle Cloud
replication.

1. BICC Source fails in Cloud Connector:

• Check the URL, Username and Password is correct in the Cloud Connector
• Has the Public Key been applied?
• Has the external storage been saved in Oracle Cloud?
2. BIP Source fails in Cloud Connector:
• Check the URL, Username and Password is correct in the Cloud Connector
• Verify the Oracle Custom BI Administrator role
• Role Hierarchy are applied
• User is assigned to the role is the same being used in the Cloud Connector
3. Error in running job Exception while reading from Stream
• Rerunning the Job – If the following does not work, please contact Insight Software
4. Error in running job: Could not create unique index ix_globalpersonpvoviewall_pk
• Remove insert from the command tab in the cloud connector

• Remove the view from the task:

5. BIP Job receives Memory Data Guard error or data size limitation:
• Try removing unnecessary columns from the BIP Table then rerun the Job
• If the above does not solve the issue please contact Insight Software
Adding a new oracle public Key
Steps:

1. Download the given key from the ticket

2. Login to oracle using oracleidentitycloudservice

o Cloud Sign In

o Account ID = insightsoftwaredev1

3. Go to the menu in the top left and choose “identity and security” then choose users

4. Find the user for the environment (named after the customer_id value)

5. Go to API Key

6. Make sure there are only 2 keys already there (you are only allowed to have a total of 3)

7. Add a new key and choose Public Key File

8. Upload the key you downloaded from the ticket

9. Hit the Add button and then the Close button

If you want a video of all this being done, see below: Video
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