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Getting to Know the EPM Cloud: EPM Automate

If you’ve been considering a move to Oracle’s EPM Cloud, you’ve probably seen or heard something about this thing called “EPM Automate.” This utility allows Hyperion admins to complete tasks remotely as well as automate repeatable tasks in Oracle EPM cloud applications.

In this blog post, we’ll cover the repeatable tasks you can automate, prerequisites for running commands, and default file locations.

Automate These Repeatable Tasks

A huge reason for implementing an EPM tool is, obviously, automation. Getting bogged down by manual tasks and too many spreadsheets just doesn’t work for a growing business. But, after implementing these applications, tasks can cause Hyperion admins to become bogged down too. This is where EPM Automate comes in.

The following repeatable tasks can be automated:

  • Copying data from one database to another
  • Running a Data Management batch rule
  • Copying profiles to a period to start the reconciliation process
  • Importing and exporting metadata, data, templates, and Data Management mappings

For a complete list of automatable tasks, download the EPM Automate Guide.

Prerequisites for Running Commands

First things first: you must be a Service Administrator to execute commands (sorry, Power Users). The Service Administrator executing these commands should also note:

  • Files required to execute a command must exist within the service instance. Upload files by using the uploadfile
  • If your parameter value contains a space character — comments, location names, or folder paths — it must be enclosed in quotation marks.

For Oracle’s Planning and Budgeting Cloud Service (PBCS), you’ll need to pay attention to jobs. Many of the commands you’ll be using in PBCS will require jobs, which are actions — like importing or exporting data — that can be started immediately or scheduled later.

Within the jobs console, you need to create appropriate jobs to perform operations, such as:

  • Importing data/metadata into an app
  • Exporting data/metadata from an app
  • Copying data from one block storage database to an aggregate storage database or from a black storage database to another block store database

Download the guide for a list of commands by application.

Default File Locations

If you plan to use a command or a process native to an application — PBCS, EPBCS, ARCS, or FCCS — you must upload files to the default location.

To browse the files stored in the default location, use the Inbox/Outbox Explorer. Files that need to be processed using Data Management must be available in the inbox or a folder within the inbox. By default, files exported using Data Management are stored in the outbox, while Data Management report outputs are stored in the Data Management outbox/report folder.

If you’re reading this, chances are you’re an admin who’s new to the cloud. There are still numerous tedious tasks you must complete to maintain your cloud applications. To learn more about those tasks, read the blog post.

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