4 EPM Cloud Checklist for Cloud Account Administrators (New Classic Orders)
While activating an Oracle Enterprise Performance Management Cloud subscription, the Account Owner designated you as the Account Administrator as well as the Service Administrator for EPM Cloud services. Subsequently, you should have received an email from oraclecloudadmin_ww@oracle.com titled Action Required: Please Activate Your Services. This email contains the information you need to access your My Account portal as the Cloud Account Administrator to complete the next stage of the process, which includes the following activities:
Use this checklist to take you through the steps involved in activating and provisioning your subscription.
Create Identity Domain Administrators
You can delegate setup and configuration activities by creating other Identity Domain Administrators who are capable of creating and provisioning EPM Cloud users. 
Read instructions to use My Services Users screen to create a user and assign a role:
- Create Users Using My Services (Classic) (1 minute)
- Assigning Roles Using My Services (Classic) (1 minute)
Set up Single Sign-On (Optional)
Identity Domain Administrators set up SSO from My Services.- Read about Managing Oracle Single Sign-On (10 minutes)
- Instructions for Setting up Single Sign-on Using Oracle Identity Cloud Service as an Identity Provider (for Classic EPM Cloud Only) (20 minutes)
- Instructions for Configuring Single Sign-On Between EPM Cloud and Oracle Fusion Cloud (20 minutes)
- Instructions for Configuring Single Sign-On Between EPM Cloud and NetSuite (20 minutes)
Create Users and Assign Predefined Roles
Identity Domain Administrators have many options (My Services, EPM Automate, and REST APIs) to create EPM Cloud users.
- Read about user management in EPM Cloud: About User and Role Management (4 minutes)
- Instructions to use My Services Users screen to create one user at a time: Create Users Using My Services (Classic) (1 minute)
- Instructions to use My Services to create a batch of users by importing from a Comma Separated Value file: Import a Batch of User Accounts (5 minutes)
- Instructions to use EPM Automate to create a batch of users: addUsers command (5 minutes)
- Instructions to use a REST API to create a batch of users:Add Users to an Identity Domain
- Instructions to use My Services to assign a role to a user: Create Users Using My Services (Classic) (1 minute)
- Instructions to use My Services to assign a role to many users: Assign One Role to Many Users (5 minute)
- Instructions to use EPM Automate to assign a role to a batch of users: assignRole command (5 minutes)
- Instructions to use a REST API to assign a role to a batch of users: Assign Users to a Predefined Role or Application Role (5 minutes)
Set up Network Restricted Access (Optional)
You can set up an allowlist for your EPM Cloud instance.- Read about setting up network restricted access in EPM Cloud: Setting up Secure Access (2 minutes)
- Instructions to set up of IP allowlist: Managing Internet Protocol Allowlist Rules
Notify Users
A Service Administrator creates an EPM Cloud business process in an environment. When it is ready for use, broadcast the URL of the environment to users.
Set up Automated Retrieval of Reports (Optional)
You can create and schedule scripts that use EPM Automate commands to automate a wide variety of administrative activities, including the downloading of the Activity Report and other audit reports.
Information sources in Working with EPM Automate for Oracle Enterprise Performance Management Cloud :
- Automating Activity Report Downloads to a Local Computer (15 minutes)
- Using the groupAssignmentAuditReport Command (5 minutes)
- Using the userAuditReport Command (5 minutes)
- Creating Audit Reports of Users Assigned to Roles (15 minutes)
- Creating Role Assignment and Revocation Audit Report (15 minutes)
Set up Automatic Daily Backup Archival (Optional)
You can create and schedule scripts that use EPM Automate commands to automatically backup the daily maintenance snapshot of the environment to a local computer or to Oracle Object Storage.
Information sources in Working with EPM Automate for Oracle Enterprise Performance Management Cloud :
- Back up Application Snapshot to a Computer (15 minutes)
- Copying a Snapshot to or from Oracle Object Storage (15 minutes)
Changing the Maintenance Time (Optional)
Each EPM Cloud environment requires up to one hour every day to take a backup of the environment, install any updates, and create the Activity Report.
Read about Daily Maintenance:
- Daily Maintenance Operations (2 minutes)
- Setting the Maintenance Start Time for an Environment (1 minute)