Prerequisites

Prerequisites to using the REST APIs and the EPM Automate Utility include the following:

• Access as a valid user to the cloud service with prerequisites set up for the service. See Getting Started for Administrators and Getting Started for Users.

• Technical and functional knowledge to understand and execute the EPM Automate Utility and REST APIs, and to administer the product.

• Knowledge of Java, cURL, Groovy, and REST programming.

• Jobs are required for many EPM Automate utility commands and REST APIs. 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. Be sure that you understand how to use jobs as described in Managing Jobs.

• Data load rules define how Data Management loads data from a file. You must have predefined data load rules to load data using REST APIs and EPM Automate Utility. You can also load data using batches defined in Data Management. Using a batch, Service Administrators can combine many load rules in a batch and execute them in serial or parallel mode.

• Business rules are required for some jobs. For example for Planning, you use Calculation Manager to create business rules, which are then deployed into a Planning application. Learn about business rules in Designing with Calculation Manager