Connector to Oracle Transactional Business Intelligence (OTBI)

With the Oracle® OTBI connector, you can use commands in a chain to run and retrieve reports in Oracle Transactional Business Intelligence (OTBI).

Note: This connector is built by Workiva and connects to a third-party system. While our Support team can help configure this connector within your workspace, we are unable to troubleshoot or otherwise assist with any issues that originate outside of the Workiva platform.

Prerequisites

To secure the connection to OTBI, the connector uses basic username and password authentication. To set up the connector, you'll need:

• A designated integration user set up in OTBI for the connector
• The integration user's authentication credentials
• The full base URL of the OTBI instance to connect to, such as https://otbi.crm.us1.oraclecloud.com

Set up the Oracle OTBI connector

Note: To make the connector available for use in your organization's chains, an org security administrator first enables it from Configuration.

1. From Chain Builder, click Connections  compare_arrows, and then Create at the top right.
2. Under BizApp Connection, select Oracle OTBI and the default CloudRunner.
   
3. Under Basic Info, enter a unique name and description to help identify the connection.
4. Under Authentication, enter the integration user's username and password.
   

   Note: All sensitive credentials are automatically encrypted and stored at Advanced Encryption Standard (AES)-256 encryption.

5. Under Properties, enter the full base URL of the OTBI instance to connect to. For example, https://otbi.crm.us1.oraclecloud.com.
6. Select the environments to use with the connection, and click Save.
7. To test the connection, create and run a chain with the connector's TBD command, and verify it returns a valid output.

Troubleshooting

If the connection to OTBI fails:

• Verify the authentication credentials of the connector's integration user.
• Verify the URL of the OTBI interface.