General

All EPM Cloud users can use their identity domain credentials to connect to an environment using EPM Automate. The predefined roles and application roles assigned to the user decide the commands that a user can execute.

• Additionally, the Identity Domain Administrator role is required to run commands that add or delete users in the identity domain.

• Any file required to execute a command must exist within the environment. You use the uploadFile command to upload files.

  See Default File Locations for information on the default file location used by each service.

• File extension usage in commands:
  • Specify the full file name, including the file extension (for example, data.csv), to run commands that perform file operations. Example of file operation commands include deletefile listfiles, uploadfile.
  • Do not use file extensions to run commands that perform Migration operations. Migration operations require you to specify the name of a snapshot.
• Parameter values that contain a space character; for example, comments, location names and folder paths, must be enclosed in quotation marks.

Planning

• Jobs

  Many of the commands discussed in the following section require jobs. Jobs are actions, such as importing or exporting data, that can be started immediately or scheduled for a later time; for example, importing or exporting data, and refreshing the database.

  Using the Jobs Console, you must create appropriate jobs to perform the following operations. For detailed instructions on creating jobs in Planning, see "Managing Jobs" in Administering Planning.

  • Import data into an application
  • Export data from an application
  • Import metadata into an application
  • Export metadata from an application
  • Copy data from one a block storage database to an aggregate storage database or from a block storage database to another block storage database
• Business Rules

  Business rules that you want to execute must exist in the application.

  You use Calculation Manager to create business rules, which are then deployed into the application. See Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud.

Data Management

• Data Rules

  Data load rules define how Data Management loads data from a file. You must have predefined data load rules to load data using EPM Automate.

• Batches

  You can load data using batches defined in Data Management. Using a batch, users can combine many load rules in a batch and execute them in serial or parallel mode.