How to use EPM Automate in Oracle Planning and Budgeting Cloud


Welcome to this step-by-step tutorial where
you’ll see how to remotely execute predefined commands. EPM Automate enables automation of task
routines within Planning and Budgeting Cloud such as the importing and exporting of Planning
dimensions and data running business rules, and creating application
backups. You can create a script to automate activities,
and then schedule it to run in a Task Scheduler. You log in to establish a session, and then you
can execute commands With EPM Automate, you can load entities from
a file. I already have a file in the correct format on the client machine. Let’s use the Upload
command to upload the file to the Inbox/Outbox where the file must be for
us to use it. We can verify that the file we need is there. With EPM Automate, you can copy data within
an application, import and export dimensions and data, and refresh applications. Before you execute some tasks such as
importing dimensions or exporting data, you must first establish a job for those tasks. Setting up jobs is a one-time activity performed
within PBCS by administrators. We run the job to load entities into our
application. We specify the file we uploaded to the
Inbox/Outbox. Double quotes are not required in the file name
unless the name includes spaces. However, it is a good practice to include them. With EPM Automate, you can run Data
Management load rules to import or export data within a specified time period. Let’s run a data load rule to import data into
Data Management and load that data into our Planning application. In EPM Automate, you specify the rule name,
starting and ending time period how data is imported into Data Management,
how data is loaded to a Planning application and the name of the data file to load. If you have multiple load rules, you can set up a
batch file in Data Management and use EPM Automate to run that batch file. With EPM Automate, you can run business
rules. Let’s run a business rule to calculate balance
sheet data. When a business rule includes runtime prompts,
you must supply the responses for those prompts within the command. You use runtime prompts to indicate specific
intersections within the cube to use when you run the business rule. In this example, an allocation calculation is run and the runtime prompt for the target version is
included. From EPM Automate, you can run a data load
rule to export data from the Vision application and store that data into a file. The rule set up in Data Management includes
the file name for the exported data. Let’s run the MyNewExport rule from EPM
Automate to export data to a file. Since we are exporting data to a file not
importing data from a file, we include a placeholder for the import file. The data file created from this data load rule is
stored in the PBCS Inbox/Outbox and in the Data Management outbox. If we want to store the file locally, we can either
download that file from PBCS or from the Data Management folder. Before you can export application data, your
administrator must establish a job. I already created a job to export data. Let’s run
that job. Job names and all parameters within the
command to execute the job are case-sensitive. This job exports data from our application and
creates a zip file. Within the zip file are one or more csv files. Messages in the Console and in the EPM
Automate execution window show the status of the job. When you execute a command, status codes
indicate the status of the operation. A status code of 7 indicates an invalid
command. For a complete list of status codes review the help information available within
Oracle Planning and Budgeting Cloud. If you need help executing a command, help is
available. A usage example and proper syntax for using
the command is provided. With EPM Automate, you can export and import
application backups. Let’s create a back up for your application. I’ll do
this by creating an application snapshot. After you create a backup, you can download it
for use in your on premise application. After downloading the backup file from the server you can remove it from application management
to free up some storage space. Upload the application backup to unzip the file
and load it to the repository. Restore your application by importing your
backup. In this case, restore the application with the
backup from the 3rd. In this tutorial, you saw how to remotely execute
tasks with EPM Automate. To learn more, visit cloud.oracle.com.

1 Comment

  1. Guilherme Militão June 14, 2019 at 7:23 pm

    im getting this error while im runnig the command 'rundatarule': EPMAT-1:EPMFDM-140163:Global POV Mode is set to Yes. Global POV not set or is invalid…and the Global POV mode it's alredy set to 'No'

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