RMiller.FromMaxL.presentation

Emtec, Inc. Copyright © 2016. All Rights Reserved.
Translating Hyperion Planning Automation Methods from On-Premise to the Cloud
Randy Miller – June 27, 2016
From MaxL to EPM Automate

3
CONFIDENTIAL | © 2016 Emtec, Inc.
Randy Miller
o Got into Hyperion directly out of college and haven’t left!
 Essbase & Planning
 HFM
 FDMEE
o Generally the guy to go figure out new tools, applications
& functionality and tell the rest of the practice
o Based out of Charlotte, NC
o KScope Rookie!

4
22+YEARS IN
BUSINESS
1,000+
CLIENTS
800+
CONSULTANTS
250+
SaaS PROJECT
80+
ORACLE
CLOUD
2,500+
PROJECTS
ABOUT OUR
COMPANY

Agenda
• Introduction & Setup
• Comparison of theTypical Nightly Process
• Step By StepThrough Each Process
• Q&A

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Introduction & Setup
o Intent is to focus on EPM Automate.
o Overview of EPM Automate
 Used for automating various administrative tasks
 Downloadable from the Cloud
 Command Line / Batch / Shell Script Execution
o GlobalVariable File
 Called at Beginning of Process
 Sets GlobalVariables (Environment)
 Time Stamps
 Pathing
 User/Pass
 SubVars

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Intro – GlobalVariable File

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Introduction & Setup – General Scripting
o Echo Starting Point to “Full Log”
o Run Desired Command
o Process Logger & Error Notification
o Exit if Error

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Introduction & Setup - Logging
o Similar to any batch process we can direct the output to logs.
o In these examples we have: “Process Log” and a “Full Log”
 Process Log is updated via a “ProcLogger” batch file
 %FILE_PROCLOG%
 Declares whether a process was successful or failed.
 If failed it grabs the error message and exits the nightly process
 Full log is the standard output and logging of EPMAutomate.
 %FILE_OUTLOG%
 Any output from the EPMAutomate processes are capture here.

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Introduction & Setup – Error Handling
o If using Windows, %ErrorLevel% will store the error code. For
EPMAutomate a zero means there was no error, greater than zero
means there was error.
Status Code Description Status Code Description
0 Operation completed without errors. 6 Service is not available.
1 Operation failed to execute because of an
error
7 Invalid command.
2 Cancel pending. 8 Invalid parameter.
3 Operation is terminated by the user. 9 Invalid user name, password or identity domain.
4 Incorrect parameters. 10 Expired password.
5 Insufficient privileges. 11 Service is not available.

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Introduction & Setup - Debugging
o EPMAutomate doesn’t always give easily decipherable error
messages.
o After any epmautomate command you run, if you do the following it
will write debug information (more detail) to a file.
 Default Debug Log Location: OracleEPM Automatebin
 Specify location – Just redirect to a file
 Debug won’t always give the answer, but might give you a better idea

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Introduction & Setup – Logging In
o epmautomate login <User> <Password/File> <URL> <Domain>
o Encrypting the password to use a password file
 epmautomate encrypt <Password> <EncryptionKey> <FileLocation>
 Encryption Key can be any phrase (if using spaces, enclose in quotes).
 File Location is where you want the encrypted password file to end up

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Nightly Process
Process
On-Premise
MaxL
PBCS
EPM Automate
Initial Process
SubVars SetVariable Function EPMAutomate Function
Maint Mode HP Utility N/A
Backup
LCM For All Objects
System Level Zero Export
Download Artifact Snapshot
Clear Data Reset Cube (Full Clear) Clear Only Current Month
Metadata Load & Refresh Outline Load Utility Import Metadata Job
Load Data
FDMEE
EAS Load Rule
Data Integration (FDMEE)
Import Data Job
Aggregate & Calculate
Essbase Calc Script
Business Rule
Business Rule
Move to Reporting Cube
PlanType Map
Export / Clear / Import
PlanType Map
Export / Clear / Import

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Initial Process
MaxL & HP Utilities
o MaxL to set substitution
variables
o MaxL to remove any locks on
objects and kill sessions
o MaintenanceMode.cmd to
keep users out of the system
EPM Automate
o setsubstvars Function
o There is no automated
equivalent for:
 Removing locks on objects
 Kill any sessions
 Put the application in
maintenance mode
o Note: removing locks on objects was more for
unlocking the outline, which as we don’t have
access to EAS should no longer be an issue.

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Initial Process – Set SubVars
o Set in the GlobalVariables File
o Can set all variables at once by concatenating them into one variable
o epmautomate setsubstvars <Level> <SubVar>=<Value>
 <Level> = Either a PlanType or “ALL” for global
 <SubVar>=<Value> = SubVar name and what you want to set it to. Can set multiple sub vars
in one call if they are all space delimited

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Backup
MaxL & LCM Utility
o Setup an Export in LCM
o Run Utility.cmd with that same
definition
o MaxL to Export Level Zero
EPM Automate
o Artifact Snapshot is generated
every night
o Use “Set MaintenanceTime” to
control when
 Note:You should run a refresh
database before your MtcTime
o Data is included (All Level)
o Just download the snapshot!

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Backup (Auto Generated LCM File)
o Auto Generated Backup is named “Artifact Snapshot”
 Includes All Level Data
o Only need to download the backup

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Backup (Custom LCM File)
o Similar to On-Prem – Create a custom LCM export to execute
o Select the Applications you want to export
data/object from
o Once finished click export
o All selections you have made (for all
applications) will be exported
o Take note of the name of the snapshot (i.e.
PLANDEMO_NoData) as you will use this
later in EPMAutomate

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Backup (Custom LCM File)
o Similar to On-Prem – Create a custom LCM export to
execute
o Change %HP_BKUP_FILE% in our “Global” variables to the
new Snapshot name

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Clear Data
MaxL
o Reset Data Function in MaxL to
clear whole cube
 Typically done to save time on
restructure & defragment the
cube
o Run a clear calc script to clear
only current month (or all
actual months)
EPM Automate
o We cannot clear the entire cube
in an automated fashion
o runbusinessrule EPM Automate
function to clear only current
months (or all actual months)

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Clear Data –Without RTP’s
o You can run business rules (remember, no ESB Calc Scripts!) either
with or without Run-Time Prompts.
o epmautomate runbusinessrule <PlanType> <RuleName>
 If you have the same rule name in two plan types, you need to specify which
plan type to run it on. Otherwise, it is optional

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Clear Data –With RTP’s
o Identical to running it without RTPs, we just include them at the
end.
o You can specify multiple RTPs for a single rule
o epmautomate runbusinessrule <PlanType> <RuleName> <RTPs>
 RTPs are entered after the rule, space delimited

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Rulesets
o I have tried several different methods to call a rule set.
o Within the confines of EPMAutomate, I have not identified a way to
accomplish this.
o When debugging, the “runbusinessrule” function appears to be
looking for the job name you specified with the type “RULE” only.
o Rulesets however are of the type “RULESET”
o This can be accomplished using the REST API.

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Metadata Load & Refresh
Outline Load Utility (OLU)
o Call the OLU from the planning
server to load data
o Use the “/c” switch to perform
a refresh on last import
EPM Automate
o Setup an import job
 Define each dimension to be
imported
o When saving the job check
“Refresh Database if Import
Metadata is successful”
o Note: Will import in the sort
order specified in file!

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Metadata Load & Refresh
o Nightly Import of Metadata
o Multiple CSV files in one ZIP Archive
 Account,Customer, Department, Employee, Entity
o Name the files to end with _<Dimension>.csv
 Zip ArchiveTakes Precedence over what is Defined in Import Rule.
 CASE SENSITIVE!
o Metadata Import Sequence:
 Delete Old File (DailyMetadata.zip)
 Combine All Files into a Zip Archive
 Upload New File
 Import Metadata

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Metadata Load & Refresh – Delete Old File
o There is no “Overwrite” option so we need to remove the existing
one before
o Note that we do not do any sort of “error trapping” here.
 In case someone already deleted the file or moved it.
o If this process fails to delete the file the next step will fail anyway.

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Metadata Load & Refresh – Zip Files
o Can upload multiple files at once as a Zip Archive
o You can specify the specific dimension in each file name using the
convention: “_<Dimension>.csv”
 Note that it is Case Sensitive
 Otherwise you can specify the filename in the Import Job

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Metadata Load & Refresh – Upload
o Upload the same filename every night
 i.e.The one you just deleted the step before.
o Archive in the filesystem, not in the cloud.
o epmautomate uploadfile “<FilePathToZipArchive>”

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Metadata Load & Refresh – Import Metadata
o Create a Metadata Import Job
 Simplified Interface -> Console -> DimensionsTab -> Import -> Create
 Specify Import File Name & Delimiter

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Metadata Load & Refresh – Import Metadata
o Now that the file is uploaded we can Import
o epmautomate <ImportJob> <FileName>
 If you upload each individual .csv specified in import job into the inbox, you
do not need to include the filename
 <FileName> in our case is the zip file we just uploaded.

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Load Data
MaxL & EAS Load Rule
o If we did a full clear we would
be loading the Level Zero data
back into the system
o Load rule to load current
month (or all actual months)
EPM Automate
o Upload File to Inbox
o Three Options to Load:
 Native ESB Load
 FDMEE
 HP Outline Load Utility
o Follows same process as Metadata
 Delete Old File
 Zip File(s)
 Upload Zip
 Run Import Job

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Load Data
Native Essbase Load
o EPMAuto Function: importdata
o Create an Import Data Job
o .TXT File Only
 Space orTab Delimited
o Must be in Metadata Format
 Contains Prefix/Suffix etc
o Overwrite Only
o Exits on a Single Error
o Can doWFP Loads “more easily”
FDMEE
o EPMAuto Function: rundatarule
o Requires More Effort to Setup
o Can handle Mappings / Prefix /
Suffix / Ignores etc
o Can Perform Load Functions:
 Merge
 AddTo
 Subtract From
 Overwrite (Replace)
o Cannot do generalWFP loads (i.e.
accounts in the columns)

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Load Data – Native Essbase Load
o The following is the most simple way to build the file (IMO).
 Specify all dimensions in except for the data columns
 First row contains the column headers for the data columns
 Could be Periods or Accounts or any dense dimension.
 Period (Header), Account (“A61100”) and Currency (“Local_Currency”) are dense
o Create a data import rule:
 Simplified Interface -> Console
 -> Actions -> Import Data -> Create

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Load Data – Native Essbase Load
o The job will load all files contained in the ZIP Archive
o File should be in the planning inbox
o epmautomate importdata <ImportJob> <File>

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Load Data – FDMEE (Data Management)
o Create (in order):
 Source System
 Target Application
 Import Format
 Data Load Rule
 Data Load Mappings for each Dimension
o Import Data File into the FDMEE Repository.Technically you do not
have to import into this folder.
o epmautomate uploadfile <SourceFile> <TargetFolderPath>

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Load Data – FDMEE (Data Management)
o Execute the Data Rule that you created in the last step
o Epmautomate rundatarule <RuleName> <StartPer> <EndPer>
<Import_Mode> <Export_Mode> <DataFile>
 <StartPer> = Starting Period
 Use the “Period Name” in the Period Mappings
 <EndPer> = Ending Period (If using single period this will = StartPer)
 <Import_Mode> = Append / Replace / None
 <Export_Mode> = Store_Data / Add_Data / Subtract_Data / Replace_Data /
None

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Aggregate & Calculate
MaxL / Business Rules
o Use MaxL for simple Essbase
calculation scripts.
o CalcMgrCmdLineLauncher.cmd
 Can use RunTime Prompts
EPM Automate
o runbusinessrule EPM Automate
Function
 Can use RunTime Prompts
o Identical to the Clear Process

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Move Data to Reporting Application
MaxL / HP Utility
o Use MaxL to:
 Call an Export Calc Script
 Clear Data inTarget Cube
 Load Data
o Map a reporting application
 Use RunData.cmd HP Utility
EPM Automate
o Export/Import process can be
accomplished using Business
Rules or Jobs
o Map a reporting application
 Use runplantypemap EPM
Automate function

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Move Data to Rptg App – Export/Import
o Two Options for export:
 Create a business rule using DATAEXPORT
 DATAEXPORT "File" " " "/u03/lcm/MoveData.txt";
 Use a space as a delimiter
 Create an export Job
o Both can be loaded using a native Essbase Import Job
o Both export to the Planning Inbox

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Move Data to Rptg App – PlanType Map
o Ran on-prem to look at App Log to determine what is happening..
 It runs an export & import
o If you only need to move the data (i.e. don’t need to run any
calculations before) this is a simpler option.
 This will export dynamic dense members!
o Administration -> Map Reporting Application
 Fill out all required sections.
o Epmautomate runplantypemap <JobName> <cleardata=true/false>

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Other Functions
o Refresh Cube
 epmautomate refreshcube
o Cycling Services
 epmautomate resetservice
o Copy PRD to DEV (Copy Snapshot From Instance)
 Login to target instance, i.e. DEV (your “test” instance)
 All Parameters refer to the source instance, i.e. PROD.
 epmautomate copysnapshotfrominstance <SnapshotName> <User> <Pass/File>
<URL> <Domain>
o Provision Report
 Epmautomate provisionreport <ReportName.csv>
And finally a report so many have asked for…

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User Audit Report
o epmautomate userauditreport <FromDate> <ToDate> <ReportName>
 Data Format: “YYYY-MM-DD”

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