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  • 1Copyright 2016 MindStream Analytics. All rights reserved.

    DATA TRANSFORMERS

    Moving from MaxL to EPM Automate for Oracle Planning & Budgeting Cloud Service (PBCS)

    PHIL SABLEManager, Planning & Analysis Practice

    T H E M O N T H L Y W E B I N A R S E R I E S

  • 2Copyright 2016 MindStream Analytics. All rights reserved.

    About MindStreamMindStream Analytics is a leading consulting and managed services provider with a proventrack record for helping leading global companies address their enterprise challenges,focused on delivering sustainable profitability and competitive advantage.

    Data is a new economic asset that is rapidly expanding and changing. You're challenged tofigure out how to use it to your organization's advantage. We work collaboratively with ourclients and bringing innovative strategies that enable organizations to gain competitiveedge and win with data.

    MindStream has been recognized by CIOReview in November 2015 as a 100 MostPromising Oracle Solutions Provider, ProformaTech for our innovation, and others for ourinnovative thinking and business analytic applications expertise. In 2015, MindStream wasnamed by MSPmentor as a Top 501 Managed Services Provider. We were recently namedTop 10 Fastest GrowingData Analytics Company 2016 by The Silicon Review.

  • 3Copyright 2016 MindStream Analytics. All rights reserved.

    Agenda

    Introduction MindStream Analytics Phil Sable

    Overview of topics covered

    Moving from MaxL to EPM Automate

    Summary

    Questions

  • 4Copyright 2016 MindStream Analytics. All rights reserved.

    About Phil Sable 15 years of Planning Experience 20 years of Essbase & BI Experience Oracle Certified Expert in Hyperion

    Planning & Essbase Manager, Planning & Analysis Practice

  • 5Copyright 2016 MindStream Analytics. All rights reserved.

    Topics Covered What is EPM Automate Why use EPM Automate EPM tasks that are commonly automated Creating an EPM Automate scripts Demo Summary

  • 6Copyright 2016 MindStream Analytics. All rights reserved.

    What is EPM Automate?

  • 7Copyright 2016 MindStream Analytics. All rights reserved.

    What is EPM Automate? Should not to be confused with EPMA

    EPM Automate is a utility that comes with the new Oracle Planning and Budgeting Cloud Service (PBCS)

    It uses secure HTTP connections to communicate the PBCS Service instance

    This utility enables Service Administrators to remotely perform and automate various administrative tasks.

    Administrators can create scripts that are capable of completing a wide array of tasks and automate their execution using Windows Scheduler

  • 8Copyright 2016 MindStream Analytics. All rights reserved.

    EPM Automate Tasks Import and export metadata and data Refresh the application Run business rules on data Copy data from one database to another Upload and manage files into service instances Run a Data Management batch rules Export and import application and artifact snapshots

  • 9Copyright 2016 MindStream Analytics. All rights reserved.

    EPM Automate Architecture

  • 10Copyright 2016 MindStream Analytics. All rights reserved.

    Why use EPM Automate?

  • 11Copyright 2016 MindStream Analytics. All rights reserved.

    Why Use EPM Automate? In response to companies looking for more decentralized services with less IT

    overhead, Oracle has launched the Planning and Budgeting Cloud Service (PBCS).

    PBCS is a hosted version of the Oracle Hyperion Planning and Data Management/Integration (FDMEE) tools with a particular focus on a completely online-based interface

    When moving to Oracle PBCS you no longer have direct access to the Essbase servers operating system

    Without access to the Essbase server we also lose access to the tool that is commonly used to automate a wide variety of administrative tasks, MaxL

    To address this, Oracle has developed a new utility named EPM Automate.

  • 12Copyright 2016 MindStream Analytics. All rights reserved.

    Tasks commonly automated Using MaxL

    Import and export data Dimension metadata updates Refresh the application Run business rules Creating Backups Updating Variables

  • 13Copyright 2016 MindStream Analytics. All rights reserved.

    Creating an EPM Automate Scripts

  • 14Copyright 2016 MindStream Analytics. All rights reserved.

    Installing EPM AutomateTo install EPM Automate downloaded the utility from the Oracle PBCS workspace by navigating to Tools >Install

  • 15Copyright 2016 MindStream Analytics. All rights reserved.

    Running EPM AutomateDouble clicking on the batch file that is installed starts the EPM Automate Utility.

  • 16Copyright 2016 MindStream Analytics. All rights reserved.

    Running EPM AutomateA new command line widows opens when you start EPM Automate

  • 17Copyright 2016 MindStream Analytics. All rights reserved.

    EPMAutomateHelpTypeepmautomate helpandhitentertoopenOraclesEPMAutomateonlinehelp

  • 18Copyright 2016 MindStream Analytics. All rights reserved.

    EPMAutomateLoginHelpTypeepmautomate loginhelpforinformationonthecommandlineparametersneededtologintoEPMAutomate

  • 19Copyright 2016 MindStream Analytics. All rights reserved.

    EPMAutomateLoginThelogincommandneedstheusername,password,url andtheidentitydomainparameters.Hereisanexampleofalogincommand:

  • 20Copyright 2016 MindStream Analytics. All rights reserved.

    EPMAutomateLoginALoginSuccessfulmessageisdisplayedwhenyouareloggedintoEPMAutomate

  • 21Copyright 2016 MindStream Analytics. All rights reserved.

    EPMAutomateLoginLikeMaxLthisutilitycanbecalledfromabatchfileandthisallowsyoutodolightsoutautomationusinganycommontaskscheduler

  • 22Copyright 2016 MindStream Analytics. All rights reserved.

    OraclePBCSInbox/OutboxFolder

    AllfilesuploadedtoOraclePBCSusingtheEPMAutomateutilitygetuploadedtotheInbox/Outboxfolder

    ThereisanewsecondinterfacedeliveredwithPBSCcalledtheSimplifiedInterface

    Nottoworrythestandardinterfaceisstillavailableifyouprefer HowevertheInbox/Outboxfoldercanonlybeaccessedonly

    throughthePBCSSimplifiedInterface TogotoSimplifiedinterface,navigatetoAdminister-

    >PlanningandBudgetingServiceandthenclickonSimplifiedInterface

  • 23Copyright 2016 MindStream Analytics. All rights reserved.

    OraclePBCSInbox/OutboxFolderFromtheSimplifiedInterface,clickontheConsoleoption. YouwillseetheInbox/OutboxExplorerunderActions

  • 24Copyright 2016 MindStream Analytics. All rights reserved.

    SettingupanImportDataJob Beforeyouuseepm automatetoautomatecertaintasks,you

    needtosetupanimportorexportoperationandsavethatasajobandthenuseepm automatetorefer tothatjobandcarryouttheimportorexportoperation

    Tosetupanimportjob,fromConsoleclickonActions->Import Data.(Tocreateanexportjob,clickonExport)OntheImportDatapage,clickonCreate.

  • 25Copyright 2016 MindStream Analytics. All rights reserved.

    SettingupanImportDataJob ClickonSaveasJobtocreatethejob

    ToEnterajobnameandthenclickonsave.

  • 26Copyright 2016 MindStream Analytics. All rights reserved.

    SettingupanImportDataJob YouwillberedirectedtotheConsolewhichwillnowshowyou

    thejobyoujustcreated

    ClickonClose.Ifyouneedtodeletethisjobclickonsettingsiconandthenclickdelete.

  • 27Copyright 2016 MindStream Analytics. All rights reserved.

    SettingupanImportMetadataJob

    Tosetupanimportmetadatajob,fromtheSimplifiedInterface,navigatetoConsoleandthenselecttheDimensionstab.

  • 28Copyright 2016 MindStream Analytics. All rights reserved.

    SettingupanImportMetadataJob

    Tosetupanimportmetadatajob,fromtheSimplifiedInterface,navigatetoConsoleandthenselecttheDimensionstab.

  • 29Copyright 2016 MindStream Analytics. All rights reserved.

    SettingupanImportMetadataJob ToThenfromwithintheDimensionstab,clickonImport(To

    createanexportjob,clickonExport)

    ClickonCreate

  • 30Copyright 2016 MindStream Analytics. All rights reserved.

    SettingupanImportMetadataJob SelectLocationasPlanningInbox Specifytheimportfilename SelectaFileType PutacheckontheClearMembersincaseyouwanttoclearall

    membersbeforeloadingthenewfile

  • 31Copyright 2016 MindStream Analytics. All rights reserved.

    SettingupanImportMetadataJob

    ClickonSaveasJob

    Provideanameforthejob

    ClickonSaveandthenclickonOK

  • 32Copyright 2016 MindStream Analytics. All rights reserved.

    SettingupEPMAutomatebatchfile InthisexampleIhavesetuptwobatchfilestoloadFXRates

    ThefirstbatchfileLogin.batcontainstheloginid,passwordURLandidentitydomainparameters

    WewillpasstheseparameterstothesecondbatchfileLoadBudFXRates.batcontainingtheepm automatecommands.

    ThecontentsonLogin.batarebelow

  • 33Copyright 2016 MindStream Analytics. All rights reserved.

    SettingupEPMAutomatebatchfile

    HerearethecontentsoftheLoadBudFXRates.batfile.

    Thesequenceisasfollows:

  • 34Copyright 2016 MindStream Analytics. All rights reserved.

    EncryptingYourEPMAutomatePassword

    WithoutencryptiontheusernameandpasswordcanbeaccessedfromtheLogin.batfile.

    WhentheLogin.batfileislaunchedtheusernameandpasswordaredisplayedinthecommandlinewindow

    Thisisacommonsecurityconcernformanycustomers

    ToaddressthisconcernOraclehasdevelopedamechanismthatencryptsthepassword

  • 35Copyright 2016 MindStream Analytics. All rights reserved.

    Encryption(Continued)

    UsesAdvancedEncryptionStandard(AES)toencryptyourpassword

    Thee