Best practices and performance tuning for using Hybrid BSO in EPBCS

I recently presented at ODTUG KSCOPE19 in Seattle. Thanks a ton to ODTUG content selection team for giving me this opportunity to present at such a great conference! I presented along with David DeLozier on Best Practices and Performance Tuning for using Hybrid BSO in EPBCS. I had a great audience with lots of questions being asked. Sincere thanks to Oracle’s Mark Rinaldi for attending this session and contributing to answer questions asked by the … Read More

Oracle Financials Cloud integration with Oracle Planning Cloud (PBCS) using Data Management

This post explains the process to setup Oracle Financials Cloud as a data source in Data Management and execute the initialization process. I encountered an error during the initialization process which I have given the details and resolution for it. Configure Cloud Financials as a Data Source in Data Management To add Oracle Financials Cloud as a data source, we need to create an user id in Oracle Financials Cloud with ‘General Accounting Manager’ responsibility … Read More

PBCS Bug Alert: LCM export contains planning security group xml file even if group has been deleted from Access Control

I was trying to automate a PBCS security update process where in I download existing security from PBCS, have the admin update specific groups xml files and then re-upload the security back to PBCS. The planning security download contains one xml file for each group that has been provisioned. The xml file contains the member level security that has been assigned to the group. After a clean up of unwanted groups, I noticed that the … Read More

Oracle PBCS December 2016 release updates

Here is a quick update on Oracle PBCS December 2016 proposed updates. More details can be found on Oracle’s release control document New REST API’s You can now use REST APIs to get and set substitution variables. Access logs that list user activity You can now download a daily access log, a Comma Separated Value (CSV) file, which provides detailed information on the resources that users accessed, duration of user activity, the IP addresses from … Read More

Oracle PBCS June release updates

Per Oracle’s RCD for June 2016, the Oracle PBCS release is expected to have the following updates. Some of these updates are a huge improvement over the current version. New User Interface: A new feature that allows current customers to switch the default user interface for all end users to the improved Simplified Interface. Smart View release 11.1.2.5.600: This release contains new features such as support for attribute calculation across planning dimensions, attribute based dynamic … Read More

Quick Tip – Encrypt Oracle PBCS password using epm automate encrypt command

Epm Automate provides an encrypt command to encrypt Oracle PBCS password used in epm automate batch files. This can be very handy when using parameters files containing Oracle PBCS passwords. The syntax of the ‘encrypt’ command is: epmautomate encrypt password key <password file> Double click on the epmautomate.bat file found in C:\Oracle\EPM Automate\bin directory to start epm automate. At the command prompt you can type in epmautomate encrypt help to see information regarding the command. … Read More

Quick Tip – Launching Financial Reporting Web Studio from Oracle PBCS

Financial Reporting Web Studio is now available on Oracle PBCS Test Instances. This will be released on Production instances 2 weeks from now. Launch the Financial Reporting Web Studio from Oracle PBCS Workspace by navigating to Tools->Launch Reporting Web Studio. Please note that per Oracle release document, currently only a Service Administrator can save new report designs using this release of the Financial Reporting Web Studio.

Import Smart Lists into Oracle PBCS or Planning using a csv file

Here is an easy way to import Smart Lists in to Oracle PBCS or on premise Planning using a csv file. This has been tested on Oracle PBCS and Planning versions 11.1.2.3.500 and later. The first step would be to export the existing Smart Lists. When we do this we get the file format that we can modify and re-import. If you do not have any smart lists yet in your application, you can create … Read More

Oracle PBCS EPM Automate utility fails when password contains ‘^’ or ‘!’ special character

On a recent PBCS project, I happened to run into an issue when using EPM Automate available with PBCS version 16.01.49. My EPM Automate batch failed, returning an’ EPMAT-9: Invalid credentials’ error. The same credentials worked fine when logging in PBCS Workspace. After a few iterations playing around with passwords with special characters, I found out that EPM Automate fails when the password contains ‘^’ or ‘!’ special character. It works fine with other special … Read More

Setting up Valid Intersections in Oracle PBCS

If you have been implementing on-premise Hyperion Planning applications, you would have a missed a very good feature, that of putting in a rule to mark certain member intersections as valid combinations for data entry. Oracle has provided this feature in Oracle PBCS called as Valid Intersections. However this feature is limited to the ‘Simplified’ interface within Oracle PBCS. After valid intersections are defined, cells containing invalid data are made read-only. On a recent PBCS … Read More