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EPMAutomate Part 1

The document discusses using the EPM Automate utility to automate tasks in Oracle Planning and Budgeting Cloud Service (PBCS). It provides examples of commands to login to PBCS, delete and upload files, import metadata and data using saved jobs, and refresh cubes. The utility can be used to automate repetitive tasks by calling the commands from a batch file.

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Vivekkumar Manirao
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126 views13 pages

EPMAutomate Part 1

The document discusses using the EPM Automate utility to automate tasks in Oracle Planning and Budgeting Cloud Service (PBCS). It provides examples of commands to login to PBCS, delete and upload files, import metadata and data using saved jobs, and refresh cubes. The utility can be used to automate repetitive tasks by calling the commands from a batch file.

Uploaded by

Vivekkumar Manirao
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PPTX, PDF, TXT or read online on Scribd
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EPM Automate Part I

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Setting up EPBCS Financial Module
EPM Automate

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Setting up EPBCS Financial Module
EPM Automate
Double clicking on this utility starts the epmautomate utility. Type ‘epmautomate help’ and
hit enter to see a list of all the commands that can be run using this utility.

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Setting up EPBCS Financial Module
EPM Automate
The login command needs the username, password, url and the identity domain parameters. Here is an
example of a login command:
epmautomate login admin password https://pbcs01-test-xxcorp.pbcs.us2.oraclecloud.com xxdomain

epmautomate login [email protected] <<password>> https://planning-test-


a504636.pbcs.us6.oraclecloud.com a504636

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Setting up EPBCS Financial Module
EPM Automate
Oracle PBCS Inbox/Outbox Folder
All files uploaded to Oracle PBCS using the EPM Automate utility get uploaded to the
Inbox/Outbox folder. This folder can be accessed only through the Simplified Interface. To go
to Simplified interface, navigate to Administer->Planning and Budgeting Service and then click
on Simplified Interface. From the Simplified Interface, click on the ‘Console’ option. You will
see the Inbox/Outbox Explorer under ‘Actions’

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Setting up EPBCS Financial Module
Setting up an Import Data Job
Before you use epm automate to automate certain tasks, you need to setup an import or
export operation and save that as a job and then use epm automate to refer to that job and
carry out the import or export operation. To setup an import job, from Console click on
‘Actions’->Import Data. (To create an export job, click on Export) On the Import Data page,
click on ‘Create’.                                                                                                                      

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Setting up EPBCS Financial Module

Setting up an Import Metadata Job


To set up an import metadata job, from the Simplified Interface, navigate to ‘Console’ and
then select the ‘Dimensions’ tab.

www.bispsolutions.com
Setting up EPBCS Financial Module
EPM Automate

www.bispsolutions.com
Setting up EPBCS Financial Module
EPM Automate

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Setting up EPBCS Financial Module
epmautomate login [email protected] P$rincy1781 https://planning-test-
a504636.pbcs.us6.oraclecloud.com a504636
epmautomate deletefile Product1.csv
epmautomate uploadfile "C:\Online Learning\OraclePBCS\Oracle PBCS\Labs\EPBCS Labs\01
Financials Lab\Metadata\Vision\Product1.csv"
epmautomate importmetadata "Load_NewProducts_Job"
epmautomate refreshcube

epmautomate login [email protected] P$rincy1781 https://planning-test-


a504636.pbcs.us6.oraclecloud.com a504636
epmautomate deletefile Data_Load1.csv
epmautomate uploadfile "C:\Online Learning\OraclePBCS\Oracle PBCS\Labs\EPBCS Labs\01
Financials Lab\Metadata\Vision\Data_Load1.csv"
epmautomate importdata Job_Data_Load1 Data_Load1.csv
epmautomate refreshcube

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Setting up EPBCS Financial Module
set [email protected]
set password=password
set url=https://pbcs01-test-xxcorp.pbcs.us2.oraclecloud.com
set domain=xxdomain
call C:\PBCSAutomate\StartProcess.bat

epmautomate login [email protected] P$rincy1781 https://planning-test-


a504636.pbcs.us6.oraclecloud.com a504636
epmautomate deletefile Product1.csv
epmautomate uploadfile "C:\Online Learning\OraclePBCS\Oracle PBCS\Labs\EPBCS Labs\01
Financials Lab\Metadata\Vision\Product1.csv"
epmautomate importmetadata "Load_NewProducts_Job"
epmautomate refreshcube

call epmautomate deletefile Daily_EBS_Actuals.txt


call epmautomate uploadfile "C:\PBCSAutomate\Daily_EBS_Actuals.txt"
call epmautomate importdata "EBS_Actuals_Job"
call epmautomate runbusinessrule "AggAct" "planType=SalesFct"
call epmautomate logout
http://epminsight.com/161/oracle-pbcs-automation-using-epm-automate-and-file-transfer-
utility-epmcopy/
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Metadata and Data Load Batch FIle
call epmautomate login [email protected] P$rincy1781 https://planning-test-
a504636.pbcs.us6.oraclecloud.com a504636
call epmautomate deletefile Product1.csv
call epmautomate uploadfile "C:\Online Learning\OraclePBCS\Oracle PBCS\Labs\EPBCS Labs\
01 Financials Lab\Metadata\Vision\Product1.csv"
call epmautomate importmetadata "Load_NewProducts_Job"
call epmautomate refreshcube

Call epmautomate login [email protected] P$rincy1781 https://planning-test-


a504636.pbcs.us6.oraclecloud.com a504636
Call epmautomate deletefile Data_Load1.csv
Call epmautomate uploadfile "C:\Online Learning\OraclePBCS\Oracle PBCS\Labs\EPBCS Labs\
01 Financials Lab\Metadata\Vision\Data_Load1.csv"
Call epmautomate importdata Job_Data_Load1 Data_Load1.csv
Call epmautomate refreshcube

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Any Question?

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