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Authorization

Follow this guide to create a new Oracle PBCS credential that will allow Nexla to authenticate to and exchange data with your Oracle Planning and Budgeting Cloud Service (PBCS) account.
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Oracle PBCS

Prerequisites​

Before creating an Oracle PBCS credential, you need to identify your Oracle EPM tenant base URL and obtain your Oracle PBCS username and password. Oracle PBCS uses Basic Authentication for all API requests, with the username and password sent in the Authorization header.

To obtain your Oracle PBCS credentials, follow these steps:

  1. Sign in to your Oracle EPM Cloud account using your administrator credentials.

  2. Navigate to your Oracle EPM tenant dashboard or service console in the Oracle Cloud interface.

  3. Identify your Oracle EPM tenant base URL. The base URL is typically in the format https://{tenant-id}.{region}.epm.us2.oraclecloud.com or similar, where {tenant-id} is your tenant identifier and {region} is your region identifier. You can find this in your Oracle EPM Cloud service URL or in your Oracle Cloud account settings.

  4. Your Oracle PBCS username is typically your Oracle Cloud account username or the username assigned to your Oracle EPM Cloud service account.

  5. Your Oracle PBCS password is the password associated with your Oracle Cloud account or Oracle EPM Cloud service account.

  6. Store all credentials securely, as you will need them to configure your Nexla credential. The username and password are sensitive information and should be kept confidential.

The username and password are sent in the Authorization header using Basic Authentication (Base64-encoded) for all API requests to the Oracle PBCS API. The base URL determines which Oracle EPM tenant your API requests will be sent to. If your credentials are compromised, you should immediately change your password in your Oracle Cloud account settings. For detailed information about Oracle PBCS authentication, API access, and available endpoints, refer to the Oracle EPM REST API documentation.

Create an Oracle PBCS Credential​

  • To create a new Oracle PBCS credential, after selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.

New Credential Overlay – Oracle PBCS

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Credential Name & Description​

  1. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

    Resource descriptions are recommended but are not required. They should be used provide information about the resource purpose, data freshness, etc. that can help the owner and other users efficiently understand and utilize the resource.

Basic Authentication​

Oracle PBCS uses Basic Authentication for all API requests. The username and password are sent in the Authorization header using Base64 encoding to authenticate API requests to the Oracle PBCS API.

  1. Enter your Oracle EPM tenant base URL in the Base URL field. This should be the base URL for your Oracle EPM tenant, typically in the format https://{tenant-id}.{region}.epm.us2.oraclecloud.com or similar. The base URL determines which Oracle EPM tenant your API requests will be sent to. Refer to the Oracle EPM documentation for the correct base URL format for your tenant.

  2. Enter your Oracle PBCS username in the Username field. This is the username associated with your Oracle Cloud account or Oracle EPM Cloud service account. The username is used for Basic Authentication.

  3. Enter your Oracle PBCS password in the Password field. This is the password associated with your Oracle Cloud account or Oracle EPM Cloud service account. The password is sent in the Authorization header using Base64 encoding for all API requests to the Oracle PBCS API. The password is sensitive information and must be kept confidential.

    Your Oracle PBCS credentials can be found in your Oracle Cloud account or Oracle EPM Cloud service account. The username and password are sent in the Authorization header using Basic Authentication (Base64-encoded) for all API requests to the Oracle PBCS API. The base URL should match your Oracle EPM tenant URL.

    If your credentials are compromised, you should immediately change your password in your Oracle Cloud account settings. The username and password provide access to your Oracle PBCS account data and should be treated as sensitive information. Keep your credentials secure and do not share them publicly.

    For detailed information about Oracle PBCS authentication, API access, and available endpoints, see the Oracle EPM REST API documentation.

Save the Credential​

  1. Once all of the relevant steps in the above sections have been completed, click the Save button at the bottom of the overlay to save the configured credential.

  2. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation and can be selected for use with a new data source or destination.