Oracle EPM Cloud - SFTP vs Manual Data Load.pptx

Oracle EPM

1. Approach Option-1: SFTP Based TB File Load Option-2: Direct TB File Load into EPM (Manual) About Under this approach, the end user will place the TB files as per TB format on SFTP server. Extraction of TB files from sour ce ERPs and Pushing onto SFTP can also be automated, wherever possible. Under this approach, the end user will be uploading the TB files as per TB template format directly on EPM using Data Exchange functionality available in EPM Pros Increased Governance and Control Structured integration process based on fixed schedules Extraction of TB files from sour ce ERPs and Pushing onto SFTP can be fully automated Pre and Post tasks are automated, no manual intervention required Folder level security can be enabled, and specific entity will have access to the relevant files Flexibility and Control with end User to load the data as and when required No additional infrastructure required (SFTP servers, task schedulers) Minimal Maintenance Folder level security can be enabled, and specific entity will have access to the relevant files Cons Comparatively higher Infrastructure maintenance (SFTP server, folders and security) SFTP Server Cost Manual Activity for Users having Specific Role assigned U ser need to navigate to EPM Data exchange and upload the File User need to execute Pre and Post tasks manually L ess visibility on Data Load Status Reduced Governance and Control Pre-Requisite Staging server (SFTP) Task Scheduler Entity/Group wise Folder and security N/A Best Practice Based on our observations, customers tend to favour option 1 as it provides the Group with enhanced visibility into the transformation of numbers from the source ERP to EPM. It also offers better process control with reduced human intervention and increased automation. There is no constraint on enabling this option 1 even if at the start Option 2 is selected. However depends on each organisation’s preference Oracle EPM FCCS : Trial Balance Load Approach (for Flat File Entities) Decision As per last discussion, Opted option 1 - SFTP Based TB File Load. CRP1 Feedback was to demonstrate both options to ALJ with Pros and Cons