Oracle Cloud EPM Integration

This section covers the configuration and integration of the EPMware Agent with Oracle Cloud EPM applications.

Overview

Cloud EPM integration enables EPMware to manage metadata for: - Planning and Budgeting Cloud Service (PBCS) - Enterprise Planning and Budgeting Cloud Service (EPBCS) - Profitability and Cost Management Cloud Service (PCMCS) - Financial Consolidation and Close Cloud Service (FCCS) - Account Reconciliation Cloud Service (ARCS) - Tax Reporting Cloud Service (TRCS)

Integration Components

• PCMCS Configuration
  Profitability and Cost Management setup

• EPM Automate
  Command-line utility installation and usage

• Upgrade Process
  Keeping cloud tools and connections current

Cloud Architecture

graph LR
    A[EPMware Agent] --> B[EPM Automate]
    B --> C[REST APIs]
    C --> D[Oracle Cloud]
    D --> E[PBCS/EPBCS]
    D --> F[PCMCS]
    D --> G[FCCS]
    D --> H[Other Services]

Prerequisites

Software Requirements

Component	Version	Purpose
EPM Automate	Latest	Cloud interaction utility
Java	1.8+	EPM Automate requirement
Internet Access	Stable	Cloud connectivity
TLS Support	1.2+	Secure communication

Cloud Requirements

• Oracle Cloud EPM subscription
• Service Administrator role
• Identity domain information
• Service URL

Quick Setup Guide

Step 1: Install EPM Automate

Windows:

# Download installer from Oracle Cloud
# Run EPM Automate.exe as administrator
# Default installation: C:\Oracle\EPM Automate

Linux:

# Download EPM Automate
wget https://cloud-url/EPMAutomate.tar

# Extract
tar xf EPMAutomate.tar -C ~
export PATH=$PATH:~/epmautomate/bin

# Verify installation
epmautomate --version

Step 2: Test Cloud Connection

# Login to cloud service
epmautomate login ServiceAdmin Password https://instance.oraclecloud.com IdentityDomain

# List files to verify connection
epmautomate listfiles

# Logout
epmautomate logout

Step 3: Configure Agent

Add to agent.properties:

# Cloud configuration
cloud.enabled=true
cloud.url=https://instance.oraclecloud.com
cloud.identityDomain=mycompany
cloud.user=ServiceAdmin
cloud.epmautomate.path=/home/epmware/epmautomate/bin

Cloud Service Types

PBCS/EPBCS

Planning and Budgeting services:

# Connect to PBCS
epmautomate login admin password https://planning-instance.pbcs.us2.oraclecloud.com myDomain

# Deploy metadata
epmautomate uploadfile metadata.zip
epmautomate importmetadata metadata.zip
epmautomate deletefile metadata.zip

PCMCS

Profitability and Cost Management:

# Connect to PCMCS
epmautomate login admin password https://pcmcs-instance.pcmcs.us2.oraclecloud.com myDomain

# Deploy to PCMCS
epmautomate uploadfile dimension.zip
epmautomate importdimension dimension.zip

FCCS

Financial Consolidation and Close:

# Connect to FCCS
epmautomate login admin password https://fccs-instance.fccs.us2.oraclecloud.com myDomain

# Import metadata
epmautomate uploadfile fccs_metadata.csv
epmautomate importmetadata fccs_metadata.csv

Authentication Methods

Password Authentication

# Direct password
epmautomate login username password URL identityDomain

# Password file
echo "password" > .pwd_file
epmautomate login username .pwd_file URL identityDomain

OAuth 2.0 Authentication

# OAuth setup
epmautomate login username password URL identityDomain AuthType=OAuth

# Use refresh token
epmautomate login username refreshToken URL identityDomain AuthType=OAuth RefreshToken=true

SSO Authentication

# For SSO-enabled services
cloud.auth.type=SSO
cloud.auth.provider=OKTA
cloud.auth.endpoint=https://company.okta.com

EPM Automate Operations

Common Commands

Command	Purpose	Example
uploadfile	Upload file to cloud	epmautomate uploadfile data.zip
downloadfile	Download from cloud	epmautomate downloadfile data.zip
importmetadata	Import metadata	epmautomate importmetadata file.zip
exportmetadata	Export metadata	epmautomate exportmetadata file.zip
runbusinessrule	Execute rule	epmautomate runbusinessrule RuleName
refreshcube	Refresh database	epmautomate refreshcube

Batch Operations

#!/bin/bash
# batch_deploy.sh

# Login
epmautomate login $USER $PASSWORD $URL $DOMAIN

# Upload and import multiple files
for file in *.zip; do
    echo "Processing $file..."
    epmautomate uploadfile "$file"
    epmautomate importmetadata "$file"
    epmautomate deletefile "$file"
done

# Logout
epmautomate logout

Connection Configuration

Network Requirements

Required Ports:
  - 443 (HTTPS)

Required Protocols:
  - TLS 1.2+
  - HTTP/2 (preferred)

Firewall Rules:
  - Allow outbound to *.oraclecloud.com
  - Allow outbound to *.oracle.com

Proxy Configuration

# Set proxy for EPM Automate
export HTTPS_PROXY=http://proxy.company.com:8080
export HTTP_PROXY=http://proxy.company.com:8080

# Or in command
epmautomate login user pwd url domain ProxyHost=proxy.company.com ProxyPort=8080

Timeout Settings

# Connection timeouts
cloud.connection.timeout=60000
cloud.read.timeout=300000
cloud.operation.timeout=1800000

Security Configuration

Secure Credential Storage

# Encrypt password file
openssl enc -aes-256-cbc -salt -in password.txt -out password.enc

# Decrypt when needed
openssl enc -aes-256-cbc -d -in password.enc -out password.txt

# Use encrypted file
epmautomate login user password.enc url domain Encrypted=true

Certificate Management

# Import Oracle Cloud certificate
keytool -import -trustcacerts -alias oraclecloud \
        -file oracle-cloud.crt \
        -keystore $JAVA_HOME/lib/security/cacerts

Audit and Compliance

# Enable audit logging
cloud.audit.enabled=true
cloud.audit.detailed=true
cloud.audit.includeData=false

Performance Optimization

Parallel Processing

#!/bin/bash
# parallel_deploy.sh

# Function to deploy
deploy_file() {
    local file=$1
    epmautomate uploadfile "$file"
    epmautomate importmetadata "$file"
}

# Process files in parallel
export -f deploy_file
find . -name "*.zip" | parallel -j 4 deploy_file

Connection Pooling

# EPM Automate connection settings
cloud.connection.pool.enabled=true
cloud.connection.pool.size=5
cloud.connection.keepAlive=true

Compression

# Enable compression for uploads
epmautomate uploadfile largefile.zip Compression=true

# Compress before upload
gzip -9 metadata.csv
epmautomate uploadfile metadata.csv.gz

Monitoring and Logging

Health Checks

#!/bin/bash
# cloud_health_check.sh

# Test connectivity
if epmautomate login $USER $PWD $URL $DOMAIN; then
    echo "✓ Cloud connection successful"

    # Check service status
    epmautomate getstatus

    # Logout
    epmautomate logout
else
    echo "✗ Cloud connection failed"
    exit 1
fi

Log Configuration

# EPM Automate logging
epmautomate.log.enabled=true
epmautomate.log.level=INFO
epmautomate.log.file=/var/log/epmware/epmautomate.log

Activity Monitoring

# Monitor EPM Automate operations
epmautomate listjobs
epmautomate getjobstatus JobID
epmautomate getactivityreport

Troubleshooting

Common Issues

Issue	Cause	Solution
Login fails	Invalid credentials	Verify username/password/domain
Connection timeout	Network issues	Check firewall and proxy
Upload fails	File too large	Split file or increase timeout
Import fails	Invalid format	Validate file format
TLS error	Certificate issue	Update certificates

Debug Mode

# Enable debug logging
export EPM_AUTOMATE_LOG_LEVEL=DEBUG

# Run with verbose output
epmautomate login user pwd url domain -v

# Check debug logs
tail -f ~/epmautomate/logs/epmautomate.log

Best Practices

Security Best Practices

1. Never hardcode passwords - Use encrypted files
2. Rotate credentials regularly - Monthly for production
3. Use service accounts - Not personal accounts
4. Enable MFA - Where available
5. Audit all operations - Track who did what

Operational Best Practices

1. Test in sandbox first - Never test in production
2. Backup before changes - Export existing metadata
3. Use maintenance windows - Schedule deployments
4. Monitor operations - Check job status
5. Document procedures - Keep runbooks updated

Performance Best Practices

1. Batch operations - Group related changes
2. Compress large files - Reduce transfer time
3. Use parallel processing - For multiple files
4. Implement retries - Handle transient failures
5. Monitor bandwidth - Avoid network saturation

Cloud-Specific Configurations

Data Center Regions

# Region-specific URLs
cloud.region.us=.oraclecloud.com
cloud.region.eu=.eu.oraclecloud.com
cloud.region.ap=.ap.oraclecloud.com

# Select region
cloud.datacenter=us2

Service Limits

Be aware of cloud service limits: - File upload size: 2GB typical - Concurrent connections: 10-20 - API rate limits: 100 requests/minute - Job execution time: 2 hours maximum

Integration Testing

Test Scripts

#!/bin/bash
# test_cloud_integration.sh

echo "=== Cloud Integration Test ==="

# Test login
echo "Testing login..."
epmautomate login $USER $PWD $URL $DOMAIN || exit 1

# Test file operations
echo "Testing file upload..."
echo "test" > test.txt
epmautomate uploadfile test.txt || exit 1

echo "Testing file download..."
epmautomate downloadfile test.txt test_download.txt || exit 1

echo "Testing file deletion..."
epmautomate deletefile test.txt || exit 1

# Logout
epmautomate logout

echo "=== All tests passed ==="

Migration from On-Premise

Migration Checklist

• [ ] Install EPM Automate
• [ ] Configure cloud credentials
• [ ] Test connectivity
• [ ] Export on-premise metadata
• [ ] Transform metadata format if needed
• [ ] Import to cloud
• [ ] Validate deployment
• [ ] Update agent configuration
• [ ] Test end-to-end process
• [ ] Document new procedures

Next Steps

• PCMCS Configuration - Set up PCMCS integration
• EPM Automate Setup - Detailed utility configuration
• Upgrade Process - Keep tools current
• Planning Integration - On-premise Planning

Cloud Updates

Oracle frequently updates cloud services. Check for EPM Automate updates monthly and review release notes for new features and changes.

Rate Limits

Be aware of API rate limits in cloud services. Implement throttling and retry logic to handle rate limit errors gracefully.