Resources

Downloads

Documentation PDFs

While we recommend using the online documentation for the most up-to-date content, PDF versions are available for offline reference:

Templates & Tools

Excel Import Templates
Sample Logic Scripts
Configuration Checklists
Best Practices Documents

Training Resources

Self-Paced Learning

Video Tutorials

Getting Started Series (5 videos)
EPMware Overview (15 min)
Navigation Basics (10 min)
Your First Hierarchy (20 min)
Property Management (15 min)
Submitting Requests (12 min)

Interactive Labs

Hierarchy Management Lab
Property Validation Lab
Workflow Configuration Lab
Logic Script Development Lab

Instructor-Led Training

Standard Courses

EPMware Fundamentals (2 days)
For new users and administrators
Covers core functionality
Hands-on exercises
EPMware Administration (3 days)
System setup and configuration
Security management
Maintenance procedures
Logic Builder Development (3 days)
Script development
API usage
Advanced automation

Custom Training

Contact us for customized training programs tailored to your organization's needs.

Reference Materials

Quick Reference Cards

Downloadable one-page references for common tasks:

Glossary

Key terms and definitions used throughout EPMware:

Term	Definition
Application	A logical grouping of dimensions and hierarchies
Dimension	A classification of data (e.g., Account, Entity, Product)
Hierarchy	The structure and relationships between members
Member	An individual element within a dimension
Property	An attribute or characteristic of a member
Request	A formal submission for hierarchy or property changes
Workflow	The approval process for requests
Logic Script	Custom PL/SQL code to extend functionality
Deployment	The process of promoting changes to production

Action Codes

Complete reference of all action codes used in EPMware:

Code	Action	Description
CMC	Create Member as Child	Add new member under parent
CMS	Create Member as Sibling	Add new member at same level
D	Delete Member	Remove member from hierarchy
M	Move Member	Relocate member to new parent
R	Rename Member	Change member name
P	Property Edit	Modify member properties

View Complete Action Code Reference →

Sample Code Repository

Logic Script Examples

Browse our collection of sample Logic Scripts for common use cases:

Validation Scripts

Email format validation
Cost center validation
Date range validation
Numeric range checks

Automation Scripts

Auto-populate properties
Hierarchy synchronization
Conditional approvals
Data transformations

Integration Scripts

ERP data import
External system sync
Email notifications
Custom export formats

Access Sample Repository →

Best Practices Library

Design Patterns

Hierarchy design patterns
Property modeling guidelines
Workflow configuration patterns
Security model templates

Implementation Guides

Project planning checklist
Migration strategies
Testing methodologies
Performance optimization

Governance Documents

Change management procedures
Data quality standards
Naming conventions
Documentation standards

Community Resources

EPMware User Forum

Connect with other EPMware users: - Share experiences and solutions - Ask questions - Access community scripts - Participate in discussions

Visit User Forum →

Knowledge Base

Search our extensive knowledge base for: - How-to articles - Troubleshooting guides - FAQs - Technical notes

Search Knowledge Base →

Release Notes

Stay updated with the latest features and fixes: - Version 2.9 Release Notes - Version 2.8 Release Notes - Version History

Third-Party Resources

Oracle PL/SQL Resources

Since Logic Builder uses PL/SQL: - Oracle PL/SQL Documentation - PL/SQL Best Practices

Integration Partners

Certified integration partners and tools: - ERP Connectors - ETL Tools - Reporting Solutions - Cloud Integration Platforms

Stay Connected

Subscribe to the EPMware newsletter for: - Product updates - Tips and tricks - Customer success stories - Training announcements

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Resource Updates

Resources are continuously updated. Check back regularly for new materials, or subscribe to our newsletter to be notified of updates.