All About Connecting EPM Cloud Environments & Managing it via REST API!

Connections

Service Administrators can connect multiple EPM Cloud environments of the following types:

• Planning
• FreeForm
• Financial Consolidation and Close
• Tax Reporting
• Profitability and Cost Management
• Enterprise Profitability and Cost Management
• Account Reconciliation
• Narrative Reporting
• Oracle Strategic Workforce Planning Cloud

Once Service Administrators set up the connections, users who have access across EPM Cloud environments can navigate across them from a single access point with one login. 

Also, artifacts such as forms and dashboards, from across environments can be co-mingled within a cluster or within tabs on a card in navigation flows. Artifacts in the target environment are accessible based on the user's role.

All about Cross application data map in PBCS/EPBCS application!

Oracle released the cool feature of "CROSS APPLICATION SUPPORT FOR SMART PUSH IN DATA MAPS" in April 2022. 

Cross Application Smart Push feature enables customers with multiple applications to instantly move data, cell comments and supporting detail from a cube in a source application to a reporting or other cube in a remote target application

Applies to: Planning, Planning Modules (both as source and target), FreeForm (both as source and target),  Financial Consolidation and Close (target only), Tax Reporting (target only).

Fix - Capital data was not getting pushed into Financials!

We ran into an issue that the Capital data was not getting pushed to the Financials using the system-generated Data Map "Financial Statement Integration".  As this was working before but was not working since we added new accounts to the "Map Capital Account to FS"

There is no problem with data push and the members selected in the data map are set up correctly.

While running the Data Map it does give a warning stating as below,

[Data row: 4]

Skipping Smartlist(NumericToSmartList2Transformer (OCX_FinstatementAccounts)), Missing Label not defined.

One or more rows or columns was not converted due to missing members in the reporting application

Adding history Years in PBCS/EPBCS!

We all might have come across this request when we need to add a history year. The Years are populated using the parameters specified while creating the Planning application. 

It is pretty common where we created the Planning application starting from FY16 but later on the request was to add the FY15 too. 

Newly added users to PBCS/EPBCS cannot access the instance!

Newly added users to PBCS/EPBCS cannot access the instance!

You might have hit this issue that the recently added users to PBCS/EPBCS cannot access the instance, it gives an error message,

"User is not authorized on this service instance" 

Cube refresh failed with Essbase Cube: Cube Name, Error code: 1060374 - Fix/suggestion

A quick one that took a while to fix the issue, assuming it helps the needy.  

The customer was running on EPBCS on version latest version. While running the database refresh it did throw the following error message, 

Cube refresh failed with Essbase Cube: Cube Name,

List Backups via REST API for PBCS/EPBCS applications

The new REST API features enabled on April 22 are so cool, you can now access all the backups created by Oracle on your own without the need to raise an SR with Oracle support. I am referring to the Artifact Snapshot taken by Oracle when there is a change to the instance.

From the Oracle Documentation,

List Backups - Only for OCI (Gen 2) Environments

In OCI (Gen 2) environments, you can list available backup snapshots archived by Oracle in the Oracle Object Storage Cloud.

You can then restore available backup snapshots (copy them to the environment), To restore backup snapshots in OCI (Gen 2) environments, see Restore Backup. After copying the backup, you can archive it or use it to restore the current environment by yourself. After copying the backup, you can archive it or use it to restore the current environment by yourself. With the List Backups and Restore Backup APIs, you no longer have to create a service request to request a backup from an OCI environment.

This API is version v2.

KSCOPE 21 - Takeaways and programs/code used in my presentation - Part 1

Welcome back to my Blog. Hope you find this one useful & informative.

I did present this topic in KSCOPE 21 -  and as promised during the session will be posting all the programs and the code that is used during the presentation.

In this post, I will post the EPM Automate program and the Groovy Program to automate security management.

Also, you could find my presentation here.

Automating Security Management in PBCS! from Dayalan Punniyamoorthy

Running Data Management rules using REST API (PBCS/EPBCS)

REST API allows running the Data Management rules using the following two job type methods

• DATARULE
• INTEGRATION

DATARULE - is an older method for running the Data Management whereas INTEGRATION is the updated version of DATARULE method.

In this blog let's see how to invoke a Data Management rule using the INTEGRATION method using Postman.

Migrating Data Maps between PBCS/EPBCS instances

Migrating Data Maps between PBCS/EPBCS instances

This is applicable only for the data maps created by the Admins/Users, Not for the system created ones like the following 

For the Custom-created Data Maps, you can migrate using LCM

Navigate to the Tools 

 

Under Migration, Go to the Core 

Things to note while loading Date Format values using Data Management into EPBCS/PBCS!

We all have loaded non-numeric (Text, Date & Smartlist, etc..) using the Data Management (FDMEE cloud). I thought I will reiterate the common mistakes done while loading the All data types data.

  

• Check All Data Type (for Delimited or Multi Column)– under File Type in Import Format is selected.

The first step to verify the Import Format is set to Multi Column -All Data Type or Delimeted- All Data Type as Numeric data will not load Date format data.

In this screenshot, i am loading the Date to the member OCX_Purchase Date