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Oracle EPM Cloud Configuration

This appendix provides detailed configuration requirements for linking EPMware to Oracle EPM Cloud applications, enabling hierarchy import and direct metadata deployment.

Overview

EPMware integrates seamlessly with Oracle EPM Cloud applications through REST APIs, providing automated metadata management across your cloud EPM landscape. This guide covers configuration for PBCS, FCCS, TRCS, ARCS, and PCMCS applications.

Supported Applications

📊 PBCS

Planning & Budgeting Cloud Service
Full planning application support with dimension management

💰 FCCS

Financial Consolidation & Close Cloud Service
Consolidation hierarchies and close management

📋 TRCS

Tax Reporting Cloud Service
Tax provision and reporting hierarchies

✅ ARCS

Account Reconciliation Cloud Service
Reconciliation profiles and hierarchies

📈 PCMCS

Profitability & Cost Management Cloud Service
Cost allocation and profitability dimensions

Configuration Workflow

graph LR
    A[Oracle EPM Cloud] --> B[Create Snapshots]
    B --> C[Setup Import Jobs]
    C --> D[Configure EPMware]
    D --> E[Test Integration]
    E --> F[Production Ready]

Step 1: Configure Metadata Import

Create LCM Export Snapshot

Enable EPMware to import metadata from your Oracle EPM Cloud application.

For PBCS/FCCS/TRCS/ARCS

  1. Access Migration
  2. Log into Oracle EPM Cloud application
  3. Navigate to Tools → Migration

Oracle EPM Tools Menu
Tools menu with Migration option in Oracle EPM Cloud

  1. Select Application Artifacts
  2. Click on your application name
  3. Select all artifacts EXCEPT:
    • ❌ Essbase Data

Migration Artifacts Selection
Migration screen showing artifact selection for export

  1. Create Export
  2. Click Export icon
  3. Name: EW_LCM_EXPORT
  4. Click Export

Export Snapshot Dialog

Creating EW_LCM_EXPORT snapshot for EPMware integration

Snapshot Name

The export name MUST be EW_LCM_EXPORT to match EPMware's default configuration.

For PCMCS

  • Navigate to Applications → Migration
  • Select your PCMCS application by clicking the hyperlink

PCMCS Application Screen
PCMCS application migration interface

  • Select all artifacts except Essbase Data
  • Click on Export
  • Export name: EW_LCM_EXPORT
  • This will create the metadata export job that EPMWARE will use to import the PCMCS hierarchies into EPMWARE.

PCMCS Migration Screen
Migration screen showing artifact selection for export

Application Properties Reference

Configure these properties in EPMware under Configuration → Applications → Properties:

Property Default Value Description
PBCS_LCM_SNAPSHOT_NAME EW_LCM_EXPORT Snapshot name for import
PBCS_LCM_EXPORT_URL Auto-generated REST API endpoint for export
PBCS_APP_VERSION 11.1.2.3.600 API version (do not modify)

Step 2: Configure Metadata Deployment

Create Import Jobs

Set up separate import jobs for each dimension managed by EPMware.

Job Creation Process

  1. Access Dimensions
  2. Navigate to Application → Overview → Dimensions
  3. Click Import icon

Application Overview Screen
Application overview with Dimensions tab selected

Dimensions Import Icon
Dimensions import screen

Configure Import Job

Oracle Import Metadata Screen
Import metadata screen

  1. Save as Job
  2. Job Name: EW_IMPORT_<DIMENSION_NAME>
  3. Enable "Refresh Database if Import Metadata is successful"
  4. Save

Save as Job Dialog
Save as Job dialog with EW_IMPORT naming convention

Import Jobs

Repeat this process for each Dimension that will be managed in EPMware.

Setting Value Required
Location Inbox ✅
Clear Members Checked ✅
Import File See naming convention ✅
Refresh Database Checked ✅
  1. Click on the Create icon to create and configure the Import Metadata Job.

Import Metadata Configuration
Import metadata job configuration screen

  1. File Naming Convention
Dimensions: EW_IMPORT_<DIMENSION_NAME>.csv
UDAs:       EW_IMPORT_UDA_<DIMENSION_NAME>.csv

Case Sensitivity

File names are case-sensitive. Use UPPERCASE except for the .csv extension.

Example Import Jobs

Create separate jobs for each dimension:

Dimension Import File Job Name
Account EW_IMPORT_ACCOUNT.csv EW_IMPORT_ACCOUNT
Entity EW_IMPORT_ENTITY.csv EW_IMPORT_ENTITY
Product EW_IMPORT_PRODUCT.csv EW_IMPORT_PRODUCT
Account UDA EW_IMPORT_UDA_ACCOUNT.csv EW_IMPORT_UDA_ACCOUNT

PCMCS

For PCMCS, no configuration is required for Deployments from EPMWARE. The Deployment integration is accomplished by the EPMWARE Agent.

Quick Reference

REST API Endpoints

Operation Endpoint Pattern
LCM Export /interop/rest/{version}/applicationsnapshots/{snapshot}/migration?q={type:export}
Job Execution /HyperionPlanning/rest/v3/applications/{app}/jobs
Job Status /HyperionPlanning/rest/v3/applications/{app}/jobs/{jobId}

Required Oracle Roles

Role Required For
Service Administrator Full integration
Power User Limited deployment
User Read-only access

Additional Resources

Oracle Documentation

Support

For Oracle EPM Cloud integration assistance:

📧 EPMware Support: support@epmware.com
📞 Phone: 408-320-7171 🌐 Oracle Support: support.oracle.com

Monthly Updates

Oracle EPM Cloud receives monthly updates. Test your integration after each update cycle to ensure compatibility.