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Oracle EPM Cloud Configuration Requirements

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

Oracle EPM Cloud Integration Overview Oracle EPM Cloud integration architecture with EPMware

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
    • ❌ Data Management Staging Data
    • ❌ Planning Unit Hierarchy

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

  1. Access Application Migration
  2. Navigate to Applications → Migration
  3. Select your PCMCS application

PCMCS Migration Screen PCMCS application migration interface

  1. Export Configuration
  2. Select all artifacts except Essbase Data
  3. Export name: EW_LCM_EXPORT
  4. Create 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 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 screen with Import icon highlighted

  1. Configure Import Settings
Setting Value Required
Location Inbox ✅
Clear Members Checked ✅
Import File See naming convention ✅
Refresh Database Checked ✅

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

!!! warning "Case Sensitivity" File names are case-sensitive. Use UPPERCASE except for the .csv extension.

  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

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

Import Jobs List List of configured import jobs in Oracle EPM Cloud

Step 3: EPMware Configuration

Application Setup

  1. Create Application 
    Configuration → Applications → Configuration
- Application Type: Select cloud EPM type
- Target Application: Cloud app name
- Deployment: Direct

EPMware Application Configuration EPMware application configuration for Oracle EPM Cloud

  1. Configure Properties

Essential properties for cloud integration:

Property Category Properties
Connection PBCS_SERVER_URL, PBCS_TENANT_NAME, PBCS_DATA_CENTER
Application PBCS_APP_NAME, PBCS_SERVICE_NAME
Import/Export PBCS_LCM_SNAPSHOT_NAME, PBCS_LCM_EXPORT_URL
Deployment PBCS_DEPLOY_JOB_NAME, PBCS_DEPLOY_JOB_FILE_NAME

Application Properties Configuration Application properties configuration screen in EPMware

URL Configuration

Server URL Format

https://<SERVICE_NAME>-<TENANT_NAME>.pbcs.<DATA_CENTER>.oraclecloud.com

Example URLs

Service URL Pattern
PBCS https://planning-test-abc123.pbcs.us2.oraclecloud.com
FCCS https://consolidation-abc123.fccs.us6.oraclecloud.com
TRCS https://tax-abc123.trcs.us2.oraclecloud.com

Data Center Codes

Region Code Description
US Commercial us2, us6 North America
EU Frankfurt em2 Europe
EU Amsterdam em3 Europe
APAC Sydney ap1 Asia Pacific

Testing & Validation

Connection Testing

  1. Test Server Connection 
    Configuration → Infrastructure → Servers
- Select cloud server
- Click "Test Connection"
- Verify success message

Test Connection Dialog Test connection dialog showing successful connection

  1. Import Test
  2. Use Application Import with Auto Import
  3. Verify hierarchies load correctly
  4. Check import status and logs

Application Import Status Application import status showing successful hierarchy import

  1. Deployment Test
  2. Create test request with minimal changes
  3. Deploy through workflow
  4. Verify in target application

Validation Checklist

  • [ ] Server connection successful
  • [ ] LCM snapshot accessible
  • [ ] Import jobs created for all dimensions
  • [ ] Application properties configured
  • [ ] Test import completes successfully
  • [ ] Test deployment updates target
  • [ ] Audit logs capture activities

Application-Specific Configuration

FCCS Special Configuration

Additional properties for HFM to FCCS migrations:

Property Description Example
HFM_LEGACY_DIM_MAP_ACCOUNT HFM Account dimension name Account
HFM_LEGACY_DIM_MAP_ENTITY HFM Entity dimension name Entity
HFM_LEGACY_DIM_MAP_CUSTOM1 HFM Custom1 dimension name Product
HFM_LEGACY_TOP_NODE_PREFIX Prefix for legacy nodes HFM_Legacy_

FCCS Properties Configuration FCCS-specific properties for HFM migration

PCMCS Configuration

PCMCS Deployment

PCMCS deployments are handled through the EPMware Agent. No import job configuration is required in PCMCS.

Key differences: - No import job setup needed - Agent-based deployment - Supports POV-specific deployments

PCMCS Configuration Screen PCMCS application configuration in EPMware

Troubleshooting

Common Issues & Solutions

Issue Error Message Solution
Connection Failed HTTP 401 Unauthorized Verify username/password and user permissions
Bad Request HTTP 400 Bad Request Check application name, data center, and URL format
Forbidden HTTP 403 Forbidden User lacks required application role
Import Timeout Timeout exceeded Increase timeout in Global Settings
Job Not Found Import job not found Verify job name matches exactly (case-sensitive)

Error Messages Examples Common error messages and their resolutions

Debug Checklist

  1. Verify Credentials
  2. Test login directly in Oracle EPM Cloud
  3. Confirm user has Service Administrator role

  4. Check password for special characters

  5. Validate URLs

  6. Confirm data center code
  7. Verify tenant name

  8. Check service name

  9. Review Job Configuration

  10. Confirm file names are uppercase
  11. Verify .csv extension is lowercase
  12. Check "Clear Members" is enabled

Best Practices

Security

  • ✅ Use dedicated service account
  • ✅ Apply principle of least privilege
  • ✅ Rotate passwords regularly
  • ✅ Enable audit logging

Performance

  • ✅ Schedule imports during off-peak hours
  • ✅ Batch deployments when possible
  • ✅ Monitor API rate limits
  • ✅ Optimize dimension sizes

Maintenance

  • ✅ Document all configurations
  • ✅ Test after Oracle monthly updates
  • ✅ Keep EPMware updated
  • ✅ Regular backup of configurations

Best Practices Dashboard Monitoring dashboard showing integration health metrics

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: 408-614-0442
🌐 Oracle Support: support.oracle.com

Monthly Updates

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