The first step in creating an integration is to create the connections to the applications with which you want to share data. Create a connection to Oracle Enterprise Performance Management Cloud so that you can include it in your integration.

1. Decide where to start:
   • Work in a project (see why working with projects is preferred).
     1. In the navigation pane, click Projects.
     2. Select the project name.
     3. Click Integrations .
     4. In the Connections section, click Add if no connections currently exist or + if connections already exist. The Create connection panel opens.
   • Work outside a project.
     1. In the navigation pane, click Design, then Connections.
     2. Click Create. The Create connection panel opens.
2. Search for Oracle Enterprise Performance Management Cloud, then select it.
3. Enter the information to describe the connection, then click Create.

   Element	Description
   Name	Enter a meaningful name to help others find your connection when they begin to create their own integrations. If you need to create connections for process automation or event monitoring, you need separate connections to Oracle Enterprise Performance Management Cloud for each type.
   Identifier	Automatically displays the name in capital letters that you entered in the Name field. If you modify the identifier name, don't include blank spaces (for example, SALES OPPORTUNITY).
   Role	Choose both Trigger and Invoke. For process automation, your connection needs to be both Trigger and Invoke. For event monitoring, your connection can be Invoke.
   Keywords	Enter optional keywords (tags). You can search on the connection keywords on the Connections page.
   Description	Enter an optional description of the connection.
   Share with other projects	Note: This field only appears if you are creating a connection in a project. Select to make this connection publicly available in other projects. Connection sharing eliminates the need to create and maintain separate connections in different projects. When you configure an adapter connection in a different project, the Use a shared connection field is displayed at the top of the Connections page. If the connection you are configuring matches the same type and role as the publicly available connection, you can select that connection to reference (inherit) its resources. See Add and Share a Connection Across a Project.

4. Go to the Properties section.
5. From the Service Type drop-down list, select a type:
   • Financial Consolidation and Close
   • Tax Reporting
   • Planning and Budgeting
6. In the Connection URL field, enter the URL that you use to connect to Oracle Enterprise Performance Management Cloud. For example:

   https://INSTANCE_NAME-CLOUD_ACCOUNT_NAME.EPM_CLOUD_FAMILY.DATA_CENTER_REGION.ocs.oraclecloud.com

7. Go to the Security section, and select the security policy to use.
   • Basic Authentication
   • OAuth Resource Owner Password Credentials
8. If you select Basic Authentication, enter the user name and password to connect to Oracle Enterprise Performance Management Cloud. This user account must have administrative privileges in Oracle Enterprise Performance Management Cloud.
9. If you select OAuth Resource Owner Password Credentials, enter the following information.

   Element	Description
   Access Token URI	Enter the URL from which to obtain the access token.
   Client ID	Enter the client identifier issued to the client during the registration process.
   Client Secret	Enter the client secret.
   Username	Enter the resource owner’s user name.
   Password	Enter the resource owner’s password.
   Scope (Optional security)	Enter the scope of the access request. Scopes enable you to specify which type of access you need. Scopes limit access for the OAuth token. They do not grant any additional permission beyond that which the user already possesses.
   Auth Request Media Type (Optional security)	Enter the format of the data you want to receive.
   Client Authentication (Optional security)	Optionally configure OAuth flows with client authentication. This is similar to the Postman user interface feature for configuring client authentication. Send client credentials as basic auth header: Pass the client ID and client secret in the header as basic authentication. Send client credentials in body: Pass the client ID and client secret in the body as form fields.

10. Click Test.

    If the test is not successful, you cannot add the connection to your integration. If errors are displayed, check your connection information.

11. When complete, click Save.