1. Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud
  2. Frequently Asked Questions (FAQ) about EPM Cloud

2 Frequently Asked Questions (FAQ) about EPM Cloud

This FAQ provides links to resources for frequently asked questions about administrative tasks in Oracle Enterprise Performance Management Cloud.

Frequently Asked Questions

How do I use the Provide Feedback feature to assist technical support when troubleshooting EPM Cloud services?

Click your user name (displayed at the right top corner of the screen), and then select Provide Feedback.

Tip:

If you are a Service Administrator, including a maintenance snapshot can help technical support troubleshoot your service. In the Provide Feedback utility, expand Confirm Application Snapshot submission, and then enable the Submit application snapshot option.

See Submitting Feedback Using the Provide Feedback Utility in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Where can I find general troubleshooting tips for EPM Cloud business processes?

Find troubleshooting tips and information on common customer-reported issues with procedures to correct them in the Oracle Enterprise Performance Management Cloud Operations Guide.

How can I obtain the SOC1 and SOC2 reports for EPM Cloud services?

You can access these reports in My Services by clicking the Actions menu on your application and selecting the Documents tab. See Accessing Compliance Reports in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

How do I restart EPM Cloud services?

  • Use the resetService command in EPM Automate to restart your EPM Cloud service. See resetService in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.

  • Use the Restart the Service Instance REST API to restart your EPM Cloud service. See Restart the Service Instance (v2) in REST API for Enterprise Performance Management Cloud.

How do I reset users' passwords?

For OCI (Gen 2) environments, use Oracle Identity Cloud Service to reset the password for a user account. See Resetting Passwords in Managing and Monitoring Oracle Cloud.

For Classic environments, use My Services to reset the password for a user account. See Resetting User Passwords in Managing and Monitoring Oracle Cloud.

How do I perform a Production-to-Test Data Migration in EPM Cloud?

You migrate data from production to test using the Clone feature. See Cloning EPM Cloud Environments in Administering Migration for Oracle Enterprise Performance Management Cloud.

Alternatively, you can use the cloneEnvironment command in EPM Automate. You can also use the Clone an Environment REST API.

How do I postpone the automatic monthly update of my environment?

Setting a skip update is a self-service operation that is performed using the skipUpdate EPM Automate command. See Requesting to Skip Automatic Updates for Environments in Oracle Enterprise Performance Management Cloud Operations Guide.

You can also use the skipUpdate REST API to postpone the monthly update. See Skip Updates (v2) in REST API for Enterprise Performance Management Cloud.

How do I set up authentication with OAuth 2 for OCI (Gen 2) environments?

For EPM Automate, you can use the OAuth 2.0 authentication protocol to access OCI (GEN 2) Oracle Enterprise Performance Management Cloud environments to execute commands, especially for automating the running of commands. See Using OAuth 2.0 Authorization Protocol with OCI in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.

For REST APIs, in EPM Cloud environments on Oracle Cloud Infrastructure (OCI) Gen 2 architecture, you can use an OAuth 2 access token to issue REST APIs on EPM Cloud to satisfy the requirement of avoiding the use of passwords in your environment. See Authentication with OAuth 2 - Only for OCI in REST API for Enterprise Performance Management Cloud.

How do I create or remove groups, and how do I add or remove users from them using REST APIs or EPM Automate?

  • To add groups, see createGroups in Working with EPM Automate for Oracle Enterprise Performance Management Cloud or Add Groups in REST API for Enterprise Performance Management Cloud.
  • To remove groups, see deleteGroups in Working with EPM Automate for Oracle Enterprise Performance Management Cloud or Remove Groups in REST API for Enterprise Performance Management Cloud.
  • To add users to a group, see addUsersToGroup in Working with EPM Automate for Oracle Enterprise Performance Management Cloud or Add Users to a Group in REST API for Enterprise Performance Management Cloud.
  • To remove users from a group, see removeUsersFromGroup in Working with EPM Automate for Oracle Enterprise Performance Management Cloud or Remove Users from a Group in REST API for Enterprise Performance Management Cloud.

How long does Oracle retain production and test backups, and how do I copy a backup snapshot to my environment?

For OCI (Gen 2) environments, Oracle retains production environment snapshots for 60 days while test environment snapshots are retained for 30 days. Use the listBackups and restoreBackup EPM Automate commands to check for and copy available backup snapshots to your environment. You can also use the List Backups and Restore Backup REST APIs.

For Classic environments, Oracle archives the daily snapshots for the last three days (for production and test environments), and the weekly backup snapshots from the last 60 days (for production environments only). You can request Oracle to copy your test backups for the last three days and your production backups for the last 60 days.

See Archival, Retention and Retrieval of Daily Snapshots in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

How do I back up and restore EPM Cloud environments?

You can use the maintenance snapshot (Artifact Snapshot) to recover artifacts and data from the previous day. You can also, if needed, use Artifact Snapshot to restore the environment to the state it was in during the last operational maintenance. See:

What disaster recovery options are available for EPM Cloud?

EPM Cloud provides self-service options to restore your environments to a working state, thereby achieving near immediate Recovery Time Objective. See:

How do I request automated regression testing?

Oracle helps you build EPM Automate-based scripts to facilitate an automated regression testing process. See Requesting Automated Regression Testing in Oracle Enterprise Performance Management Cloud Operations Guide