1 About EPM Automate

EPM Automate enables users to remotely perform tasks within Oracle Enterprise Performance Management Cloud environments other than Narrative Reporting.

Users can remotely perform tasks within environments of these EPM Cloud services:

  • Planning

  • Planning Modules

  • Financial Consolidation and Close

  • Tax Reporting

  • Profitability and Cost Management

  • Account Reconciliation

  • Oracle Enterprise Data Management Cloud

  • Oracle Strategic Workforce Planning Cloud

  • Oracle Sales Planning Cloud


This guide does not apply to Narrative Reporting.

EPM Automate enables users to automate many repeatable tasks including the following:

  • 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; typically, from a block storage database to an aggregate storage database or from a block storage database to another block storage database

  • Run a Data Management batch rule

  • Generate Data Management reports, provisioning report, and user audit report

  • Import pre-mapped balance data, currency rates, pre-mapped transactions, balances data, and profiles into Account Reconciliation

  • Copy profiles to a period to initiate the reconciliation process

  • Deploy the calculation cube of an Profitability and Cost Management application

  • Clear, copy, and delete Point of Views in Profitability and Cost Management applications

  • Replay Oracle Smart View for Office load on an environment to enable performance testing under heavy load

  • Import supplemental data from a file into Financial Consolidation and Close

You can create scripts that are capable of completing a wide array of tasks and automate their execution using a scheduler. For example, you can create a script to download the daily maintenance backup from environments to create local backups of your artifacts and data.

Video icon Video overview of EPM Automate

Video icon Tutorial: How to execute Planning commands using EPM Automate