Oracle Hyperion Planning and Budgeting cloud URLs

Going over the Oracle Cloud docs, and read this, so i thought would be nice to share on my Blog !!!

In these samples, instance-type-servicename refers to a combination of instance type and the service name

• Oracle Planning and Budgeting Cloud URL
  https://instance-type-servicename.pbcs_us1.oraclecloud.com/workspace or https://test-cloud-pln.pbcs.us1.oraclecloud.com/workspace
• Smart View  https://instance-type-servicename.pbcs_us1.oraclecloud.com/workspace/SmartViewProviders
• Financial Reporting Studio Server URL  https://instance-type-servicename.pbcs_us1.oraclecloud.com
• Financial Reporting on a mobile device  https://instance-type-servicename.pbcs_us1.oraclecloud.com/hr/mobile/HRMobileLogon.jsp
• Financial Reporting Web Studio  https://instance-type-servicename.pbcs_us1.oraclecloud.com/hr/mobile/HRMobileLogon.jsp

What is EPM Automate in the CLOUD ? Some Highlights !!!

- EPM Automate is the new utility that comes with the Oracle PBCS (Planning Budgeting Cloud Service)
- The utility provides Admins to perform administrative tasks remotely using the PBCS offering
- Admins can create various scripts that they used to create earlier using MAXL and then automate them using Windows Scheduler tasks

Some of the commonly used tasks that EPM Automate can perform are as follows:
1 - Import/Export Metadata and Data in Planning
2 - Import/Export Application and Artifacts snapshots (Previously as what LCM used to do on-premise)
3 - Refresh application
4 - Run Business Rules within the application
5 - Run Data Management (FDMEE) batch jobs

Why use EPM Automate ?  Some benefits highlighted below:
1 - Dependency on IT tasks is removed.  No need to install any client software
2 - When using PBCS, you no longer have direct Essbase access, therefore, cannot use MAXL or other administrative tasks.
3 - Oracle has come up with EPM Automate, to make things easier for savvy Admin folks

Oracle EPM Cloud and introduction of 3 new service offerings

Oracle EPM Cloud offerings recently released:

 Enterprise Planning Cloud enables business owners to maintain independent plans while aligning planning processes across the enterprise —all with the ease and simplicity of the cloud—and without heavy reliance on IT.  Pre-built business process frameworks for Workforce Planning, Project Planning, Capital Asset Planning, and Financial Statements can be used by both financial and operational planners.

Account Reconciliation Cloud enables you to automate reconciliation tasks, support risk-based cycles, and gain real-time visibility into reconciliation performance.

Financial Consolidation and Close Cloud helps customers optimize the close with best practice consolidation out-of-the box, functionality to comprehensively address the extended close, and accurate and transparent reporting.

https://blogs.oracle.com/epm/entry/oracle_epm_cloud_is_on

Using the Hyperion CFO tool to manage your upgrade

Oracle Cumulative Feature Overview (CFO) tool is used by many Hyperion professionals to define and validate their upgrade path for their customers.

The CFO tool will also provide details on new and enhanced features within Hyperion releases.

Here is the link  https://apexapps.oracle.com/pls/apex/f?p=20620:1:0

DRM 11.1.2.2 User Maintenance

1 - Login into your DRM environment

2 - Then Navigate to Administer on the left side pane

3 - Click on Administer and you will see the Administer function open on the right side of your web page

4 - Expand Users link and list of users will appear in your DRM environment

5 - To add user click on the New button and then click on User link to add new user

6 - Enter User details.  Following are some key points to note:

     - Username: (MSAD or Network user id)

     - Authentication: (Internal, will create internal users within DRM,  CSS External will be         authenticated within your Shared Services)

     - Internal Authentication will enable all 3 Options: Password does not expire, Login session does not expire and User is exempt from lockout measures

     - CSS External will disable Password does not expire and User is exempt from lockout measures.   The only option is available is "Login session does not expire"

7 - Next, select the appropriate Role for a specific user.  Highlight on the Available role on the left and use the arrow to move it to the right side.

8 - Once the role is added, then click on the Save button on the top left hand corner.

9 - If you selected Internal method for Authentication, you will be prompted to enter a New Password for the user.  

10 - User Test1 is now added in your DRM environment.