PBCS ON AUTOPILOT EPM Automate.pdf · Hyperion product suite and extensive corporate accounting and finance backgrounds Bring an understanding of business functions, including technology,

1 © Tier1 Inc. All rights reserved.

MICHIGAN ORACLE USERS SUMMIT

• WEDNESDAY, October 30, 2019 / 7:30am – 5:30pm• Schoolcraft college – vistatech center• 18600 haggerty road, Livonia, mi 48152

PBCS ON AUTOPILOTPRESENTER NAME: GARY POPIELARCZYKPRESENTER TITLE: A PRACTICAL APPROACH TO AUTOMATING EPM CLOUD PLANNING

COMPANY: TIER 1, INC.


Save The DATE

THANK YOU

• COLLABORATE 20April 19-23, 2020Mandalay Bay Resort & CasinoLas Vegas, NV

• MOUS 2020October 28, 2020Schoolcraft College - VisTaTech Center,

18600 Haggerty Rd, Livonia, MI


Agenda

• Tier1 overview

• EPM Automate Introduction

• Commonly used commands

• Requirements and design

• Keys to success

• Lessons learned

• Q & A


Tier1 Overview


Tier1 Company Overview

TIER1’S MISSIONTier1’s mission is to deliver an incredible combination of deep and diverse technical expertise,cost-efficient services, industry-specific knowledge, and an unparalleled commitmentto our customers and their success. When you partner with us, you can focus on running your business, not managing your technology.

COMPANY BACKGROUND

• Founded in 2003• Headquartered in Pittsburgh, PA• Oracle Certified Gold Partner• Salesforce Registered Consulting Partner

TIER1 STRENGTHS

• Total lifecycle solution from implementation to ongoing production support

• Extensive Oracle Applications, Hyperion, BI, databases and Salesforce experience

TIER1 SERVICES

• Implementations, upgrades, development, customizations and managed services

• Average of 10+ years of experience among Tier1 employees


What makes Tier1 unique?

On Premise and Hosted

Options

Dedicated Resources

Active Project Management

Long Term Support and Relationships

Tier1 provides Managed Services for both on premise implementations

and hosting on our Tier1 Private Oracle Cloud.

Tier1 is committed to the active management of each of our projects with an assigned Director to provide

management oversight and escalation.

Tier1 designs each engagement team to match customer requirements.

Our implementation customers transition into long-term support customers and we provide long-term production support.

We also provide consistent resources that will be with you for the long term.


Tier1 EPM/Hyperion Clients

Manufacturing/TechnologyRetail/

Consumer Goods Services OtherHealthcare


Our EPM Consultants

Senior level resources with expert knowledge of the Hyperion product suite and extensive corporate accounting and finance backgrounds

Bring an understanding of business functions, including technology, with the ability to apply that knowledge at a strategic and tactical level

Capable of interacting with a wide range of stakeholders within the organization including finance, IT, operations, and executive management

Practical experience with the closing process enabling us to identify issues and provide recommendations for improvements

Best practices approach to build, design, and maintain based on existing requirements while incorporating flexibility for future growth

Proven track record of success with remote support customers and implementation projects


About the Presenters

Gary Popielarczyk, Director, EPM Services

Gary has been a consultant specializing in the EPM (Hyperion) suite of products for over 20 years. His career has included a wide range of Finance and IT roles across multiple industries, including manufacturing, retail, healthcare, and education. He has been involved in all stages of project implementations, and managed numerous full-lifecycle implementations, upgrades and rebuilds, as well as managed services for ongoing application support.


EPM Automate


Is EPM Automate right for my organization?

• What is EPM Automation?

• How can it help my organization?

• What automation is right for me?


What is EPM Automate?

• Remotely perform tasks with EPM Cloud

• Service Administrator access

• Command line interface

• Updates monthly


What can it do?

• Import and export metadata, data, artifact and application snapshots, templates, and Data Management mappings

• Upload files into environments, list files, and delete files from the service

• Download snapshots, reports, and metadata and data files from the service

• Run business rules on data, and refresh the application

• Copy data from one database to another


What does it looks like?

• Command line interface


Commonly used commands

• Help

▪ epmautomate help



• login

▪ Establishes a secure connection to an environment. You sign in to initiate a session, which remains active until you sign out. You cannot use corporate credentials to sign in with EPM Automate.

• Usage:• Using unencrypted password: epmautomate login

USERNAME PASSWORD URL IDENTITYDOMAIN

• Using encrypted password: epmautomate login USERNAME PASSWORD_FILE URL IDENTITYDOMAIN



• upgrade

▪ Automatically downloads and silently installs the newest version of EPM Automate.

▪ After you run the login command to initiate a session, EPM Automate identifies the current installed version. If the installed version is not the newest available, EPM Automate informs you that a newer version is available.

▪ Usage: epmautomate upgrade

https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/cepma/epm_automate_command_ref_general.html#GUID-5400C490-264F-493A-9EAD-267AB2A320F1__section-124-0D810B06



• logout

▪ Terminates your current connection with an environment.

▪ Usage: epmautomate logout



• uploadFile▪ Uploads a file from the local computer to the

service. Use this command to upload files containing data, metadata, rule definitions, dimension definitions, mapped transactions, templates, and backup snapshots.

▪ USAGE : epmautomate uploadFile "FILE_NAME" [DATA_MANAGEMENT_FOLDER | profitinbox]

▪ EX : epmautomate uploadFile"C:/fdmee_data/data.zip" inbox/repository



• exportSnapshot▪ Repeats a previously performed export operation to create a

snapshot of Migration content. You can download the exported snapshot from the default location.

▪ Using Migration select and export desired artifacts to a snapshot; for example, October16FullApp. Use the snapshot name with this command to subsequently repeat the export operation, which will export only the artifacts that were selected during the original export operation.

▪ Usage: epmautomate exportSnapshot SNAPSHOT_NAMEwhere SNAPSHOT_NAME is the name of an existing snapshot in Migration. This snapshot is replaced by the new snapshot.

▪ Example: epmautomate exportSnapshot October16FullApp



• importData▪ Imports data from a file into the application using the

import data settings specified in a job of type import data

▪ Usage: epmautomate importData JOB_NAME [FILE_NAME], where: JOB_NAME is the name of a job defined in the application and FILE_NAME , optionally, identifies the ZIP or CSV file from which data is to be imported.

▪ Example: epmautomate importData dailydataloaddailydata.zip



• setSubstVars

▪ Creates or updates substitution variables at application or cube level. You cannot use this command to set multiple values and/or functions for substitution variables.

▪ Usage: epmautomate setSubstVars CUBE_NAME SUBSTVAR=VALUE [SUBSTVAR=VALUE]

▪ Examples: epmautomate setSubstVars Plan1 CurYear=2019 CurPeriod=Oct



• runBusinessRule

▪ Launches a business rule or ruleset.

▪ Usage: epmautomate runBusinessRuleRULE_NAME [PARAMETER=VALUE]

▪ Example: epmautomate runBusinessRule Rollup Period=Oct Entity=USA



• userAuditReport▪ Generates a user audit report (.CSV file) and stores it

in the default download location from where you can download it to your computer. This report contains information on the users who signed into an environment over a specified period of time. It shows the IP address of the computer from which the user logged in and the date and time at which the user accessed the environment.

▪ Usage: epmautomate userAuditReport FROM_DATE TO_DATE REPORT_NAME

▪ Example: epmautomate userAuditReport 2016-10-15 2016-12-15 myAuditReport.CSV



• copySnapshotFromInstance▪ Copies the current snapshot from a source environment to the

environment (target) from which you run this command.▪ This command is primarily used for migrating (cloning) an

environment by copying the current snapshot from another environment; for example from a test environment to a production environment. Before running this command, start an EPM Automate session and sign into the target environment.

▪ Usage: epmautomate copySnapshotFromInstance SNAPSHOT_NAME USERNAME PASSWORD_FILE URL IDENTITYDOMAIN

▪ Example: epmautomate copySnapshotFromInstance "Artifact Snapshot" serviceAdmin C:\mySecuredir\password.epw https://test-cloud-pln.pbcs.us1.oraclecloud.com myprodIdentityDomain

https://test-cloud-pln.pbcs.us1.oraclecloud.com/


EPM Automate - Encryption

• Oracle Enterprise Performance Management Cloud uses Transport Layer Security (TLS) with SHA-2/SHA-256 Cryptographic Hash Algorithm to secure communication with EPM Automate


EPM Automate – Windows script


EPM Automate – Task Scheduler


Requirements and Design


Requirements & Design

• Understand current processes

▪ Consistency

▪ Error (breakpoints)

• Script development

▪ Document workflow

▪ Identify correct steps for each task


Keys to Success


Successful EPM Auomtation implementation

▪ Document the process (log files)

▪ Schedule the process (task scheduler)

▪ Use variables where possible

▪ Regular review


Lessons Learned


Lessons learned

• Don’t try to boil the ocean

• Find a functional champion

• Be the carrot, not the stick

• The implementation can be iterative

• Demonstrate the advantages

• Understand the limitations


Q&A


SURVEYS

• WWW.MOUS.US

THANK YOU• Session Surveys

Please complete the session survey for this session using Guidebook.

https://guidebook.com/g/mous2019

• Conference SurveyPlease complete the hard copy conference survey at the end of the conference and turn it in at the MOUS registration desk.

http://www.mous.us/


Thank You!• Email: [email protected]• Phone: 412-381-9201• Web: www.tier1inc.com

Documents

PBCS ON AUTOPILOT EPM Automate.pdf · Hyperion product suite and extensive corporate accounting and finance backgrounds Bring an understanding of business functions, including technology,