Extracting Data From Oracle CRMOD
Prior to setting up data extraction from Oracle CRMOD familiarize yourself
with the latest implementation and usage notes at Oracle
CRMOD Connector.
To extract data from Oracle CRMOD
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1.
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On the Home
page select a space or create a new one. This is the space to which the
data will be uploaded. |
|
2.
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Go to Admin
- Define Sources - Application Connectors. Alternatively, click the Use
Extractors link on the Admin Navigation page. |
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3.
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Click New
in the Connections panel. |
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4.
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In Connection
Details name the connection. |
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5.
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Select Oracle
CRM On Demand as the Connector Type. |
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6.
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Set the Connector
API Version. |
For
new spaces, select the latest API version (highest version number).
For
existing spaces, test the latest API version before changing from the
default API version to the latest API version.
Birst determines which
version is the default. If the selected API version is no longer available
in Birst, the default
API version will be automatically assigned. If the default API version
is selected, when Birst
changes to a new API version as the default, existing spaces will be automatically
upgraded to the new default API version.
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7.
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Login to Oracle
CRMOD: |
|
h.
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Enter your
Oracle CRMOD user name and password. |
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i.
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Enter the
Oracle CRMOD site name that your company uses to connect to your Oracle
CRMOD site. Oracle CRMOD refers to this as your Company Name. |
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j.
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Choose
either the Production or Sandbox environment. |
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k.
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Specify
a Source File Prefix. Use an alphanumeric string that Infor
will prepend to the Oracle CRMOD data source names so that you can easily
recognize them and differentiate objects that may have similar names.
For example, use the string "OCRM" to easily identify Oracle
CRMOD objects. |
|
l.
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Click Login.
Infor shows the list
of data objects available from Oracle CRMOD, as indicated by the Show
All Objects option.
|
|
13.
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Select the
objects you want to upload to Infor.
Tip: For better performance, Infor
recommends using the Add Object feature to select only the columns that
are required for reporting rather than extracting all columns from an
object. See Adding
a Source Based on an Oracle CRMOD Object. |
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14.
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Click Show
Selected Objects. |
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15.
|
Optionally,
specify the name of one or more extract groups, separated by commas, for
each object In the Extract Group Name(s) field. Extract groups make it
possible to extract specific objects and process them separately
from other objects. See Creating
Extract Groups. |
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16.
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Click the
Save button after adding extract group names.
Tip: To remove an object from the extraction list,
click the icon in the Remove column on the right. |
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17.
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Click Extract
to upload the selected objects to Infor.
If you have extract groups defined, you will be prompted to select the
extract group or groups to use.
Important: Selecting All in the Extract Group
dialog box will extract all selected objects, even those that do not belong
to extract groups. |
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18.
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Click Extract.
Depending on the size of the data objects, the extraction may take a few
minutes. When the extraction completes Infor
lists the date and time of the extraction in the Data Sources table of
the Show Selected Objects view.
Tips: |
You can
safely log out of Infor
while the extraction takes place and log back in later.
To cancel
the extraction, click the Cancel Extract link under the progress bar.
Click the
Last Extract Log link to view the logs from the data extraction and check
for errors.
|
19.
|
Look at the
raw data in Manage Sources page. Iterate the extraction process, if needed,
to get the data you expect. |
Next Steps
Setting
Up Incremental Extractions from Oracle CRMOD
Process the data in the Process Data, Process
New Data page. See Processing Data.
Set up scheduling in the Process Data, Schedule
Data Processing page. See Scheduling
Extraction and Data Processing for Cloud Applications.