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EPM Automate

EPM Automate is a command line utility that allows users to automate common tasks in Oracle EPM Cloud applications like PBCS, FCCS, ARCS, and EDMCS. This reduces manual work and ensures repeatable processes. To set it up, users download and install the EPM Automate client, configure an environment parameter file with login details, and test connecting to their Oracle EPM Cloud application. It is recommended to encrypt passwords rather than saving them in plain text for security.

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304 views3 pages

EPM Automate

EPM Automate is a command line utility that allows users to automate common tasks in Oracle EPM Cloud applications like PBCS, FCCS, ARCS, and EDMCS. This reduces manual work and ensures repeatable processes. To set it up, users download and install the EPM Automate client, configure an environment parameter file with login details, and test connecting to their Oracle EPM Cloud application. It is recommended to encrypt passwords rather than saving them in plain text for security.

Uploaded by

Kumar Shawn
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
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EPM Automate

What is it and why should I use it?


EPM Automate is a command line utility for Oracle EPM Cloud applications, like
EPBCS, FCCS, ARCS, EDMCS etc. Therefore, it is an easy option to create simple
automation scripts. After installing the utility and configuring a parameter file
for the environment, users can write scripts to perform administration and
processing tasks. Not only does automation reduce the amount of manual tasks, but
it also results in repeatable processes and therefore increases confidence in the
application.

Here are some common automation tasks, separated by category:

Data Management: importing/exporting data, metadata and mappings, updating


variables
Business Logic: running Business Rules and Data Management processes
Administration: managing files and snapshots, refresh cube, switching to admin
mode, reset service
Security: managing users and groups, creating audit reports
Now that you have an idea what you can automate with Oracle’s EPM Cloud automation
utility, it’s time to see first hand how you can leverage this tool. Not only will
this allow you to create scripts that will perform the manual tasks you would need
to take care of yourself, but it will also allow you to focus on the more important
tasks.

Setting up EPM Automate


EPM Automate is a command line utility to automate common tasks for Oracle EPM
Cloud applications, like PBCS, FCCS, ARCS, EDMCS etc. Keep reading to find out how
to set it up. First you need to download and install the client utility, then we
recommend to configure each environment using a configuration file which simplifies
maintaining the processes:

Download and Install EPM Automate


Configure EPM Automate Environment
Gather Information about your Application
Create a Parameter file
Create Encrypted Password file
Test Login to Oracle EPM Cloud
Does this seem complicated? Do you want to by-pass this setup and build seamless
processes in less time?

Download and Install EPM Automate


Here are the steps to download and install the utility:

Log in to your Oracle EPM Cloud application


Click on your user name in the top right corner and open the Downloads page
Download EPM Automate
Download the Utility for your operating system: Windows or Linux/Max

Save the file (depending on your browser and operating system, it might
automatically be saved to your Downloads folder)
The name of the downloaded file is EPM Automate.exe. Right-click on the file and
choose Run as Administrator and follow the instructions. By default, the installer
creates a folder called C:\Oracle\EPM Automate which can be used unless you want to
create it in a different folder.

Why would you want to move the EPM Automate client to a different folder?
You should install EPM Automate on a computer and in a location on the file system
that a) you CAN access easily, but b) any unauthorized users CANNOT access easily.

Please note: accessing the EPM Automate folder can be tricky and make life
unnecessarily complicated, especially when you are not in the office or connected
to VPN. <Here> is a solution to this problem.
After downloading and installing the client utility you will see the following
subfolders in your installation directory (by default: C:\Oracle\EPM Automate):

EPM Automate Installation Folders


Configure EPM Automate Environment
This step is optional, but after setting up EPM Automate we highly recommend to
create a parameter file so that you can manage environment specific information in
one place rather than having to update the information in multiple places. This
will save you a lot of time and hassle when updating user credentials as well as
after migrating the files to a different environment (e.g. from TEST to PROD).

Please note: in this example we are going to connect to a PBCS application, but it
could just as well be FCCS, ARCS, EDMCS etc.

Gather Information about your Application


You will need the following information in order to connect to your EPM Cloud
application:

EPM Cloud URL


Domain Id
Username
Password
Create a Parameter File
Create a file named epm_init.bat and add the following lines (please note: REM
indicates that a comment is following, used to describe the information that is
provided):

REM path to EPM Automate batch script


SET EPM_AUTOMATE_PATH="C:\Oracle\EPM Automate\bin\epmautomate.bat"
REM URL of EPM Cloud environment
SET EPM_CLOUD_URL=https://planning-test-a123456.pbcs.us2.oraclecloud.com
REM Domain Id
SET DOMAIN_ID=a123456
REM EPM Cloud Credentials - Username
SET [email protected]
REM EPM Cloud Credentials - Password
SET PASSWORD=MyPasswordInPlainText

Warning: Oracle EPM Cloud Password Security


IMPORTANT NOTE
Please be aware that it is a big security concern to enter a password in plain text
and save it in a file. Anyone who has access to the file can see your password.
Oracle recommends to encrypt the password and reference the encoded password in a
password file.

Scroll down to learn how to manage your Oracle EPM Cloud passwords safely without
the need to jump through a bunch of hoops.
Login to Oracle EPM Cloud
Let’s test if we were setting up EPM Automate correctly. Use the following script
to connect to your Oracle EPM Cloud instance using EPM Automate (the Parameter
password can be set to a plain text password or a password file):

call epm_init.bat
%EPM_AUTOMATE_PATH% login %USERNAME% %PASSWORD% %EPM_CLOUD_URL% %DOMAIN_ID%

If the login was successful, a file will be created in the folder from which you
called the script. This file contains login information (i.e a login “token”) and
will exist until you delete it. When you call the login command, the file will be
refreshed with a new login token.

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