PCMCS Configuration

This guide covers the specific configuration for integrating EPMware Agent with Oracle Profitability and Cost Management Cloud Service (PCMCS).

Overview

PCMCS integration allows EPMware to: - Deploy dimension metadata - Manage calculation rules - Import and export POV data - Execute calculations - Manage application settings

Architecture Options

Option 1: EPMware Cloud Server

graph LR
    A[EPMware Cloud] --> B[EPMware AWS Server]
    B --> C[EPM Automate]
    C --> D[Oracle PCMCS]

Option 2: Customer On-Premise Server

graph LR
    A[EPMware Cloud] --> B[Customer Server]
    B --> C[EPM Automate]
    C --> D[Oracle PCMCS]

Two deployment options for PCMCS integration

Prerequisites

Required Components

Component	Requirement	Location
EPM Automate	Latest version	Agent server
Internet Access	Outbound HTTPS	Port 443
PCMCS Subscription	Active	Oracle Cloud
Service Administrator	Role assigned	Identity domain

EPM Automate Installation

Windows Installation

# Download EPM Automate installer
# Default installation path
C:\Oracle\EPM Automate\

# Add to PATH
$env:PATH += ";C:\Oracle\EPM Automate\bin"

Linux Installation

# Download and extract
wget https://download-url/EPMAutomate.tar
tar xf EPMAutomate.tar -C ~/

# Set environment
export JAVA_HOME=/usr/java/latest
export PATH=$PATH:~/epmautomate/bin

# Verify installation
epmautomate --version

PCMCS-Specific Configuration

Connection Setup

# PCMCS connection format
epmautomate login ServiceAdmin password https://pcmcs-test-a123456.epm.em3.oraclecloud.com

# Components:
# - ServiceAdmin: Your service administrator username
# - password: Account password
# - URL: Your PCMCS instance URL

Agent Configuration

Add to agent.properties:

# PCMCS configuration
pcmcs.enabled=true
pcmcs.url=https://pcmcs-test-a123456.epm.em3.oraclecloud.com
pcmcs.user=ServiceAdmin
pcmcs.identityDomain=mycompany
pcmcs.epmautomate.path=/home/epmware/epmautomate/bin

# PCMCS-specific settings
pcmcs.application=PCMAPP
pcmcs.database=Database1
pcmcs.timeout=7200000

Directory Structure

Create the EPM Automate directory structure:

# Create EPM Automate directory
mkdir -p ~/epmautomate

# Expected structure
home/epmware/
├── epmautomate/
│   ├── bin/
│   │   ├── epmautomate.sh
│   │   └── epmautomate.bat
│   ├── lib/
│   └── jre/
├── agent.properties
└── ew_target_service.sh

EPM Automate directory structure under agent home

PCMCS Operations

Dimension Management

Upload Dimensions

# Upload dimension file
epmautomate uploadfile dimensions.csv

# Import dimensions
epmautomate importdimension dimensions.csv

# Delete uploaded file
epmautomate deletefile dimensions.csv

Export Dimensions

# Export all dimensions
epmautomate exportdimension ALL dimensions_backup.csv

# Export specific dimension
epmautomate exportdimension Account account_dim.csv

# Download exported file
epmautomate downloadfile dimensions_backup.csv

Rule Management

Deploy Calculation Rules

# Upload rule file
epmautomate uploadfile calc_rules.txt

# Import rules
epmautomate importrules calc_rules.txt REPLACE

# Validate rules
epmautomate validaterules

Execute Calculations

# Run calculation
epmautomate runpcmcalc POV="Year=FY21,Period=Jan,Scenario=Actual"

# Check calculation status
epmautomate getpcmcalcstatus

# Download calc results
epmautomate downloadfile calculation_results.csv

Data Management

Import Data

# Upload data file
epmautomate uploadfile data.csv

# Import data
epmautomate importpcmdata data.csv

# Import with options
epmautomate importpcmdata data.csv REPLACE=true VALIDATEONLY=false

Export Data

# Export data for POV
epmautomate exportpcmdata "Year=FY21,Period=Jan" output.csv

# Export all data
epmautomate exportpcmdata ALL full_export.csv

# Download exported data
epmautomate downloadfile full_export.csv

PCMCS Application Tasks

Application Management

# Get application status
epmautomate getpcmstatus

# List POVs
epmautomate listpovs

# Clear POV data
epmautomate clearpcmdata "Year=FY21,Period=Jan"

# Reset application
epmautomate resetpcmapplication

Model Management

# Export model
epmautomate exportpcmmodel model_backup.zip

# Import model
epmautomate importpcmmodel model.zip

# Validate model
epmautomate validatepcmmodel

Automation Scripts

Deployment Script

#!/bin/bash
# deploy_pcmcs.sh

# Configuration
URL="https://pcmcs-instance.oraclecloud.com"
USER="ServiceAdmin"
PASSWORD="password"
DIMENSION_FILE="dimensions.csv"

# Login
echo "Logging into PCMCS..."
epmautomate login $USER $PASSWORD $URL || exit 1

# Backup existing dimensions
echo "Backing up dimensions..."
epmautomate exportdimension ALL backup_$(date +%Y%m%d).csv

# Upload new dimensions
echo "Uploading new dimensions..."
epmautomate uploadfile $DIMENSION_FILE

# Import dimensions
echo "Importing dimensions..."
epmautomate importdimension $DIMENSION_FILE

# Validate
echo "Validating..."
epmautomate validatedimension

# Clean up
epmautomate deletefile $DIMENSION_FILE

# Logout
epmautomate logout

echo "Deployment complete!"

Backup Script

#!/bin/bash
# backup_pcmcs.sh

BACKUP_DIR="/backup/pcmcs/$(date +%Y%m%d)"
mkdir -p $BACKUP_DIR

# Login
epmautomate login $USER $PASSWORD $URL

# Export dimensions
epmautomate exportdimension ALL $BACKUP_DIR/dimensions.csv

# Export rules
epmautomate exportrules $BACKUP_DIR/rules.txt

# Export model
epmautomate exportpcmmodel $BACKUP_DIR/model.zip

# Export data
epmautomate exportpcmdata ALL $BACKUP_DIR/data.csv

# Download all files
for file in dimensions.csv rules.txt model.zip data.csv; do
    epmautomate downloadfile $file $BACKUP_DIR/$file
done

# Logout
epmautomate logout

Testing and Validation

Connection Test

#!/bin/bash
# test_pcmcs_connection.sh

echo "Testing PCMCS connection..."

# Test login
if epmautomate login $USER $PASSWORD $URL; then
    echo "✓ Login successful"

    # Test operations
    epmautomate listfiles
    echo "✓ List files successful"

    epmautomate getpcmstatus
    echo "✓ Get status successful"

    # Logout
    epmautomate logout
    echo "✓ Logout successful"
else
    echo "✗ Login failed"
    exit 1
fi

Deployment Validation

# Validate dimension import
epmautomate validatedimension

# Check for errors
epmautomate getjoberrors

# Review import log
epmautomate downloadfile import.log

Performance Optimization

Batch Processing

# Process multiple files
for file in *.csv; do
    epmautomate uploadfile "$file"
    epmautomate importdimension "$file"
    epmautomate deletefile "$file"
done

Compression

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

# PCMCS automatically handles .gz files
epmautomate importpcmdata large_data.csv.gz

Parallel Processing

# Upload files in parallel
ls *.csv | xargs -P 4 -I {} epmautomate uploadfile {}

Troubleshooting

Common PCMCS Issues

Issue	Cause	Solution
Login fails	Wrong URL format	Verify full URL including https://
Import fails	Invalid data format	Check CSV format and encoding
Timeout errors	Large data sets	Increase timeout or split files
Permission denied	Insufficient role	Verify Service Administrator role
Connection reset	Proxy issues	Configure proxy settings

Debug Logging

# Enable debug mode
export EPM_AUTOMATE_LOG_LEVEL=DEBUG

# Run with verbose output
epmautomate login $USER $PASSWORD $URL -v

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

Error Recovery

#!/bin/bash
# recover_failed_import.sh

# Check for failed jobs
epmautomate listjobs | grep FAILED

# Get error details
epmautomate getjoberrors > errors.log

# Retry failed imports
if grep -q "dimension import failed" errors.log; then
    echo "Retrying dimension import..."
    epmautomate importdimension dimensions.csv
fi

Security Considerations

Password Management

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

# Use in script
PASSWORD=$(openssl enc -aes-256-cbc -d -in password.enc)
epmautomate login $USER $PASSWORD $URL

Audit Logging

# Enable audit logging
pcmcs.audit.enabled=true
pcmcs.audit.operations=true
pcmcs.audit.data.changes=true

Secure Communication

# Verify TLS version
openssl s_client -connect pcmcs-instance.oraclecloud.com:443 -tls1_2

# Check certificate
openssl s_client -connect pcmcs-instance.oraclecloud.com:443 -showcerts

Maintenance Tasks

Regular Maintenance

#!/bin/bash
# maintenance_pcmcs.sh

# Login
epmautomate login $USER $PASSWORD $URL

# Clean up old files
epmautomate listfiles | grep "backup_" | while read file; do
    FILE_DATE=$(echo $file | grep -oE '[0-9]{8}')
    if [[ $FILE_DATE < $(date -d '30 days ago' +%Y%m%d) ]]; then
        epmautomate deletefile "$file"
    fi
done

# Optimize application
epmautomate optimizepcmapplication

# Logout
epmautomate logout

EPM Automate Updates

# Check for updates
epmautomate upgrade

# Auto-upgrade
epmautomate upgrade -f

# Verify version after upgrade
epmautomate --version

Best Practices

PCMCS-Specific Guidelines

Always backup before changes - Export dimensions and data
Use validation mode - Test imports before applying
Monitor job status - Check for failures immediately
Implement retry logic - Handle transient failures
Clean up files - Delete uploaded files after processing

Performance Tips

Batch small changes - Group related updates
Split large files - Files over 100MB
Schedule off-hours - Reduce user impact
Use compression - For large data files
Monitor execution time - Track performance trends

Integration Checklist

Before production deployment:

[ ] EPM Automate installed and updated
[ ] Connection to PCMCS verified
[ ] Service Administrator role assigned
[ ] Backup procedures implemented
[ ] Error handling in scripts
[ ] Monitoring configured
[ ] Documentation updated
[ ] Recovery procedures tested
[ ] Security measures in place
[ ] Performance benchmarked

Version Management

Keep EPM Automate updated to ensure compatibility with the latest PCMCS features. Oracle releases updates monthly.

Data Validation

Always validate dimension and data files before importing to prevent application corruption. Use VALIDATEONLY=true for testing.

Next Steps

EPM Automate Setup - Detailed utility configuration
Upgrade Process - Keep tools current
Cloud Integration Overview - Other cloud services
Troubleshooting - Resolve issues