Casabase Software has created a publicly available instance of ExoInsight to allow partners to test out and showcase how ExoInsight enables seamless integration between Alteryx and Oracle Cloud ERP modules. While Casabase Software is always happy to provide a full demo, we realize there are times that involving a third-party can be cumbersome when a quick demonstration is needed to pique a client's interest, close a deal, or prove out additional use cases.
This document will guide you through the process to gain access to ExoInsight, how to obtain and install the ExoInsight Alteryx Plug-in for Oracle Cloud ERP, and how to successfully demo the functionality.
Obtaining Access to ExoInsight
To enable access to ExoInsight, you will need to contact Casabase Software at support@casabasesoftware.com. You will be given the ExoInsight URL and username/password to Oracle Cloud ERP that you will use for the demo. This URL and username/password will be valid for long enough to allow you to become comfortable with the functionality and give the demo. The URL will not change over time so feel free to create workflows that utilize it.
Installing the ExoInsight Alteryx Plug-in for Oracle Cloud ERP
The simple process that you go through to install the ExoInsight Alteryx Plug-in for Oracle Cloud ERP is the same that your clients and prospective clients will go through, so it is worth mentioning how easy it is. Once you've downloaded the yxi file from the URL provided by Casabase Software, it's a simple double-click on the file to add it to your Alteryx toolbar under the Connectors tab:
Note: you may or may not have the other ExoInsight Alteryx Plug-ins installed. There is a plug-in for each source that ExoInsight supports.
Testing Connectivity
Once installed, simply pull the plug-in to the canvas. You will see the following sidebar presented asking for login information:
- Enter the ExoInsight URL provided to you by Casabase Software. "ERP" needs to be appended on the end when using the URL in Alteryx.
- Select the ERP environment, simply called "ERP".
- Enter the username as supplied by Casabase Software.
- Enter the password as supplied by Casabase Software.
Click the Connect button. If you then see the following screen, connectivity to Oracle Cloud ERP has been established:
