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Enterprise Performance Management (EPM) Cloud - Automation and Scripting

Tanya Heise
Sr Principal Technical Support Engineer

Automation and Scripting

How can you automate the routine tasks of EPM Cloud?

Below is some general information about Automation and Scripting with EPM cloud. Check out the documentation links and a presentation provided by Bill Fox, Consulting Product Manager for Oracle EPM Cloud, on this topic.

File Transfer Utility

  • Enterprise Performance Reporting Cloud
  • Used for moving large files into and out of the system
    • Backup / Restore
    • Migrating artifacts
    • Performing data load and data extract
    • Uploading / downloading files
  • Command-line utility, so jobs can be scripted / batched
    • Kicked off with Windows Scheduler

EPM Automate and REST API

  • Planning and Budgeting, Enterprise Planning and Budgeting, Account Reconciliation, Financial Consolidation and Close, ax Reporting, Profitability and Cost Management
  • Upload files into service instance (Upload file into the Planning inbox/outbox)
  • Upload file into Data Management folders and import with a data load rule
  • Manage backup files
  • Download files from the inbox/outbox and from Data Management folders
  • Export and import application and artifact snapshots using Application Management
  • List the files and Delete files in the inbox/outbox
  • Reset Service
  • Provide Feedback
  • Create User Provision and Audit reports

Perform maintenance tasks remotely

Create scripts that are capable of completing a wide array of tasks

  • create local backups of artifacts and data
  • restore the service to a known prior state
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