Epm automate send email

Epm automate send email. SUBSTVAR is the name of the substitution variable for which Jun 25, 2020 · EPM Automate Updates. Sep 9, 2021 · 74. Follow the recommendations of your email provider for SMTP configuration. Working with EPM Automate for Oracle Enterprise Performance Management Cloud. Apr 14, 2019 · Click Tools > Reporting / Monitoring > Reports. You can also get all of the variables at those levels or just a specific one. This command deprecates the runDataRule command. exe), and select Run as administrator. For example, creating a batch file for refreshing database. epmautomate copyFileFromInstance SOURCE_FILE_NAME USERNAME PASSWORD_FILE URL TARGET_FILE_NAME where: SOURCE_FILE__NAME is the name of the file (including extension) that you want to copy from the source environment. getEPMAutomate Retrieves an instance of EpmAutomate that can then be used to invoke EPM Automate commands. For example, specify outbox/user*. See Managing Jobs in Administering Planning for details. For example, consider the following usage of the login command: epmautomate login USERNAME PASSWORD EPM-CLOUD_BASE_URL [ProxyServerUserName=PROXY_USERNAME] [ProxyServerPassword=PROXY_PASSWORD] [ProxyServerDomain=PROXY_DOMAIN] This command has three mandatory parameters; USERNAME , PASSWORD, and EPM-CLOUD_BASE_URL, which should appear in the Displays help for all EPM Automate commands. Send a reminder email to approvers. After you run the login command to initiate a session, EPM Automate identifies the current installed version. Using Groovy, you can run select commands directly in Oracle Enterprise Performance Management Cloud. Example, jdoe@example. Dec 21, 2023 · Please send us your feedback at EPMdoc_ww@oracle. Send email to a distribution list. 28 and later: EPM Cloud - How To Download Reports Using EPM Automate Or a Rest API. Feb 10, 2018 · The “update” command will automatically download, and silently install, the newest version of the EPM Automate utility. Now, we will need to move onto the Excel side. Use the up and down arrows to set the desired minutes. exe to your local drive. Virus Scan on Uploaded Files in OCI (Gen 2) Environments in Getting Started with Oracle Enterprise Performance Management Cloud for In the Downloads page, click Download for Windows in the EPM Automate section. ”. Establishes a secure connection to an environment. First of all, you can run commands using EPM Automate and your password as a string, but not recommended whatsoever. Comandos de EPM Automate. Installing EPM Automate1-1. Apr 12, 2023 · Epmautomate Sendmail | About. EPM Automate does not work with SOCKS proxy Summary: I built a pipeline and want to run it from sh scripts. Send an email with voting options. You can also also format the e-mail body using HTML codes, which does not mention in the oracle doc. You can run a Pipeline by selecting it and then clicking . Before using this command, use the uploadFile command to upload files to an environment. Nov 16, 2021 · hello All, I am trying to send the Data Management log in the email notification using sendMail command in EPMAutomate utility. https://rebrand. Email yourself the email. Open the email you just sent to yourself in Outlook. With the new Groovy functionality, we can call EPM Automate REST recourses from planning Groovy business rules. epw ProxyServerPassword=Proxy_Pwd1. Unless otherwise specified, a command applicable to a specific business process (for example Planning) does not work with a different business process (for example, Financial Consolidation and Close ). You can create a debug file for one command or a batch execution file or script Send Email (v2) Send Email (v2) Use the Send Mail (v2) REST API to send an email to specified recipients, optionally attaching files from EPM Cloud. Windows Instructions1-5. References. Not secure. You can also click on the Pipeline page. This command supports signing into an environment using a plain text password, or an encrypted password file containing the password or OAuth 2. Automatically downloads and silently installs the newest version of EPM Automate . ps1 failed" file=example. Any guidance is supported. I went through the EPM Automate help book but I was surprised that I cannot find a cmd to run pipeline. epmautomate setSubstVars CUBE_NAME SUBSTVAR=VALUE [SUBSTVAR=VALUE] where: CUBE_NAME is the cube (for example, Plan1, Plan2) for which the substitution variable is created or updated. If a report with this name exists on the server, it will be overwritten. Jun 29, 2023 · Oracle Cloud Infrastructure (OCI), is the foundation of Oracle's second generation cloud. Open Windows Explorer and browse to the location where you saved EPM Automate. You can configure Oracle Cloud Infrastructure Process Automation to send a notification email to the task assignee when an event such as assignment, approval, escalation, reminder, and reassignment occurs. EPM Cloud includes Oracle Planning and Budgeting Cloud, Oracle Enterprise Planning and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud, Oracle Profitability and Cost Management Cloud Jul 29, 2021 · The Send Email REST API has been modified to allow you to attach any file up to 10 MB in size, other than snapshots, that is available in EPM Cloud environments. I have just tried to use this method, which is to first "turn off the notification", then add another card to notify the recipient at teams, however, it won't work, because the second card cannot surpass the first one, which means the second card has to wait till the recipient makes a response to approval, then it will send the notification. They get an email notification only after they are assigned a predefined role. Sep 9, 2018 · Now that the user has been created we can assign a new identity domain role. execute This method of EpmAutomate class is used to execute an EPM Automate command. This is an alphabetical listing of all EPM Automate commands. Nov 2, 2022 · Click to get started! In this Document. In User Account Control, click Yes. Export and Download Application Data. Per Oracle documentation: epmautomate sendMail ToAddresse Subject [Body=”MessageBody”] [Attachments= FILE1,FILE2 ] where: ToAddresse identify semicolon separated email addresses of recipients. The parameters let you get variables from the application level or the cube level. Encrypt EPM Cloud and internet proxy server passwords:epmautomate encrypt E@xample1 myKey C:\mySecuredir\password. Save the file (depending on your browser and operating system Feb 23, 2021 · Any thoughts only involving PBCS / EPM Automate appreciated - and I realise you could export to a file area and then use the tool / programming language of choice to send them onwards but I am looking for a wholly PBCS (not epbcs) and / or PBCS solution if one exists. Please execute the "login" command before executing any other command message. The main idea of setting Scheduled reports as an email attachment is creating a task to set up Batch Reports for Scheduling and then schedule a new batch in Batch Scheduler. In the Downloads page, click Download for Windows in the EPM Automate section. csv to attach all files in the outbox with five letter file names that fit the pattern. Imports valid intersection groups from a ZIP file that contains one Excel file with valid intersection definitions into the business process. On the Run Pipeline page, select any variables and then click Run . To change who the email is from, you have two options. Download the Utility for your operating system: Windows or Linux/Max. Mar 10, 2021 · By default, when sending an email using the Office 365 Outlook Send an email (V2) action that the connection determines who the email will be from. Jul 15, 2021 · EPM Automate Configuration. Once logged in, execute the following command. . In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle. exe is more geared towards uploading a file to data management, running data management rules etc. EPM Automate Commands. Change the date and time format of an email. BusinessRule. Open it in a new window, not in the preview pane in your Inbox. exe to start the installer. This section details each EPM Automate command. Search is scoped to: Share on LinkedIn Share on X Share on Facebook Share on Email. Create or edit an existing Patch Campaign, then create or edit a step under the Patch Steps section. Solution. Aug 10, 2015 · EPM Automate utility is used for uploading data or metadata files to the PBCS inbox folder, loading data to PBCS and refreshing the planning database. Previous Page. This is a fairly easy process. Because Windows versions 10 and newer permits only Windows administrators to install EPM Automate, it can be installed and upgraded only by Windows administrators. com;jane. The format for the EPM Automate command is: epmautomate assignrole <FILE_NAME> <ROLE>. Sep 9, 2021 7:10AM edited Sep 9, 2021 7:10AM in EPM Platform and Freeform 6 comments. execute () This method of EpmAutomate class is used to execute an EPM Automate command. WARNING: Do not use this command on production environments because it randomizes current application data, rendering it meaningless. Oracle Account Reconciliation Cloud Service - Version 18. EPM Automate script: Use the Windows or Linux scripts to automate the process of exporting and archiving application audit data to a local computer. getEPMAutomate () This static method provides an instance of EpmAutomate class, which can then be used to invoke EPM Automate commands. EPM Automate is a great tool, but we do need to perform a little bit of setup to get going. ROLE is one of the predefined identity Mar 10, 2023 · EPM Automate is a command line utility that allows you to remotely perform and automate administrative tasks for your Oracle Enterprise performance management Cloud instance. A best practice for EPM is to create a Center of Excellence (CoE). The command works fine and send attachments with small file size. Lets ignore the sendEmail function for now. Scheduled at a fixed time. Execute EPM Automate from separate directories to connect to the environments and then refresh application cubes. Some EPM Automate commands apply to all business processes while some apply to a group of business processes. For instance, while EPM Automate supports plain text passwords, that wouldn’t pass muster with most IT security groups. In this scenario, you have two options: Run two instances of EPM Automate from the same directory to refresh application cubes in different environments. E96247-77. EPM Automate supports the -d option to generate debug messages, which can then be redirected to a file using > directive. You can attach any file, other than snapshots, listed by the listFiles command, as an email attachment. Lists available backup snapshots of OCI (Gen 2) environments to determine if a specific backup is available so that you can archive it or use it to restore the current environment by yourself. In this section, you enter interactive commands in EPM Automate to export the Product dimension metadata from Enterprise Data Management Cloud, copy the exported file to your Planning instance, and import the dimension metadata into Planning. Encrypt only EPM Cloud password:epmautomate encrypt P@ssword1 myKey C:\mySecuredir\password. Click Downloads. All columns in the CSV file are mandatory. Many of you should know the sendMail command in epmAutomate to send e-mails to recipients after completion of certain jobs. So, if I author the Flow, the email will be from me. On the Home page, access Setting and Actions by clicking your user name. Each Pipeline is identified with a on the Data Integration home page. The file format is as follows: User Login. See Exit Codes . Add a To run a Pipeline: From the Data Integration home page, select a Pipeline, and then click . Understanding EPM Automate Encryption Level1-6. 10. You cannot undo the effects of this command. doe@example. Once we finalize the send email function, this is the main code which executes each rule and send. Add an image to your email. Attempts to Working with EPM Automate for Oracle Enterprise Performance Management Cloud ; Commands Specific to Each EPM Cloud Service; Narrative Reporting Commands Nov 11, 2022 · Check the box and select the "Schedule automatic sending and receiving every "XX" minutes" check box. Be sure to attach relevant EPM Automate -based script files that you are using. Applies to Planning , Planning Modules , FreeForm , Financial Consolidation and Close , Tax Reporting , Account Reconciliation , Profitability and Cost Management , Enterprise Profitability and Cost Management , Oracle Enterprise Data Management Cloud , Narrative Reporting , Sales Planning , and Oracle Support will ask you for a debug log file of the session to troubleshoot problems that you encountered while running EPM Automate. Robert. exe; Double-click EPM Automate. When you schedule a report in the Reports tool, you can use the following formats: PDF: Adobe PDF file. Export and Download Metadata and Data. C:\mySecuredir\password. ps1. La información disponible para cada comando incluye los servicios que pueden utilizar el comando, el uso del comando y un ejemplo. epmautomate login serviceAdmin. Use All instead of a cube name to set or update substitution variable at the application level. The report name is the tricky bit. May 17, 2023 · These two examples show the usage of all the methods that you need to know in order to execute server-side EPM Automate commands from a Groovy script. To automate an email from Excel, you need to go to the tool and: Right-click on "any tab". XLS: Microsoft Excel. Advantages of using EPM Automate: Repeatable. Working with EPM Automate for Oracle Enterprise Performance Management Cloud ; Commands Specific to Each EPM Cloud Service; Account Reconciliation Commands listBackups. Creates a batch of users in an identity domain using an ANSI or UTF-8 encoded Comma Separated Value (CSV) file that was uploaded to the environment. For example, you send the same reminder email to coworkers or clients, or you spend more time than necessary getting the wording just right on a cold email. Nov 15, 2022 · Now that you know the basics of using Power Automate to send emails from Excel, let’s dive into a step-by-step guide on how to do it. Follow on-screen prompts to complete the installation. Here are some of the top scenarios in which you can use Power Automate to manage your email. Save EPM Automate. Send an email from your account. – First, open up Excel and create a new workbook. So before we get into PowerShell, let’s encrypt our password. Information available for each command includes the services that can use the command, command usage, and example. EPM Automate scripts can be scheduled as per your convenience. And then, in order to set up a batch report, we will need to create a new Feb 23, 2021 · Any thoughts only involving PBCS / EPM Automate appreciated - and I realise you could export to a file area and then use the tool / programming language of choice to send them onwards but I am looking for a wholly PBCS (not epbcs) and / or PBCS solution if one exists. This API can be incorporated into REST API programs and scripts to notify users of Mar 16, 2023 · Step 1: Groovy - Encrypting Passwords on the Cloud. Share on LinkedIn Share on X Share on Facebook Share on Email. If your issue persists, create a Provide Feedback submission using the feedback command. EPM Automate uses this file while executing commands. In both scenarios, each instance of EPM Automate works independently; logging Step2 Create Batch File. Key Resources. EPM Automate. Use this command to assign users to a predefined role or to an application role. Locate the desired report from the list and right-click > select Schedule > from the available options, select the format you desire. Mar 28, 2024 · In this Document. Build an approval process and notify colleagues via email. This post has been answered by Srinivas Bobbala on Mar 22 2021. Comments. Save the installer to your computer. To help you identify the status of the operation that you initialized, EPM Automate displays status codes in the console from which you run it. Oracle Enterprise Planning and Budgeting Cloud Service - Version 21. 0 enabled with OCI, you will have to perform this action when the integration account credential lapses. To install the utility: From the Windows computer where you want to install the utility, access a service instance. When adding an action the connection for the Flow author is automatically used. Content (required): I am using epmautomate commands to run the data load rules automatically, but is it possible to get notified through mail whether the rules failed or completed. Use the EPM Automate utility to export a snapshot, download the file, upload the file to the new environment and import the snapshot to the new environment. If the installed version is not the newest available, EPM Automate informs you that a newer version is available. Automate the Export of a Large Number of Cells from an Aggregate Storage Cube. 2 Command Reference. EPM Automate enables users to remotely perform tasks within EPM Cloud. Oracle plans to migrate all Classic 4 Running Commands without Installing EPM Automate. epmautomate is a tool that helps automate tasks in EPM Cloud. EPM Automate may be used to automate many common Oracle Enterprise Performance Management Cloud administrative tasks. An EPM CoE is a unified Jan 17, 2022 · First, log into the environment and use the getsubstvar command to get the variable. Table 2-1 All EPM Automate Commands Command Name PLN, SWP, SP, FF FCC TR PCM EPCM AR EDM NR; addUsers Jul 26, 2019 · First, the request requires one header identifying the content as json. Upload files into environments, list files and delete files Outlines how administrators can use the EPM Automate replay command to simulate concurrent user activity in a test environment under heavy load before migrat 3 Command Execution Sample Scenarios. My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts. Supported Platforms1-2. Content. Jun 2, 2023 · EPM Cloud Service Administrators enable virus scan using the new EPM Automate command or REST API described in EPM Automate Updates and REST APIs for Virus Scan in OCI (Gen 2) Environments. Oracle recommends that you start using this command instead of the runDataRule command. Masks application data to ensure data privacy. Other changes in this version include changes to the use of IDENTITY_DOMAIN as a required parameter in the login command and support for the recomputeOwnershipData command in Tax Reporting. . USERNAME is the user name of a Service Administrator in the of the source environment. epmautomate upgrade. See exportAppAudit in Working with EPM Automate for Oracle Enterprise Performance Management Cloud. Click on your user name in the top right corner and open the Downloads page. For example: epmAutomate feedback "ListFile command in example. Jul 25, 2021 · Next is the "copyToObjectStorage" EPM Automate command, and the next block is to check if the copy was successful or not, and finally send email job status notifications. ly/Automate. EPM Automate can be upgraded by the user who installed it or by another Download and Install EPM Automate. You can attach any file up to 10 MB in size, other than a snapshot, that is available in EPM Cloud environments. Goal. Use the Job Console to monitor the jobs that you execute using EPM Automate. The size of the attachment must not exceed 10 MB. 59 and later: How To Manually Install Or Upgrade EPM Automate Utility. //Specify the business rules for executions. Thanks. No email is sent to new users if they are added using My Services (OCI). – Next, create a new sheet and name it “Email Data. OCI, a purpose-built, best-in-class platform for running enterprise applications, is engineered from the ground up to run mission-critical databases, workloads, and applications while providing end-to-end security. sendmail is one of the available commands in this tool that allows you to send emails to people. The epmautomate sendmail command is widely used in the Oracle Enterprise Performance Management Cloud environment to send email notifications to specific Use * (asterisk) as the wildcard for one character in the file name. If you are copying a snapshot, this command zips the content of the snapshot before copying it to Oracle Object Storage. 01. Here are the steps to download and install the utility: Log in to your Oracle EPM Cloud application. Import Metadata into an Application. Choose the "Customize Quick Access Toolbar" option. Linux/UNIX/macOS X Instructions1-5. In Windows Explorer, browse Mar 17, 2021 · Hi. Feb 28, 2022 · define and execute the business rules. Capacity and Port Requirements 1-2. Use the downloadFile command to download this report to a local computer. Usage. Sample Scenarios for Planning, Consolidation, Tax Reporting, and Enterprise Profitability and Cost Management. Import Data, Run a Calculation Script, and Copy Data from a Block Storage Database to an Aggregate Storage Database. If the users are added through Oracle Cloud Console (IAM), Oracle Cloud Identity Console, EPM Automate, or REST API, the emails are sent as they are added. 2. addUsers. To view full May 17, 2017 · Automatically email the report to the administrators. Sample Scenarios for Account Reconciliation. Before running this command, use the uploadFile command to upload the import file to the environment. 6. Pass the EPM Automate command name as the first Usage. The second parameter is the body that includes the email information, which we have in the bodyMap, which we simply convert to a string. Typical use case of daily application replication. By default, EPM Automate will be installed to C:\Oracle\EPM Automate. Activities. Before trying to restore a specific Executes a Data Integration job to import data into an Oracle Enterprise Performance Management Cloud business process or export data from a business process to an external system. Working with EPM Automate for Oracle Enterprise Performance Management Cloud . Sep 27, 2021 · A command line client utility tool. How to automate an email from Excel. Here, these commands are getting specific variables from the Consol cube and writing the output to Assigns a role to users (including the user who runs this command) whose login IDs are included in an ANSI or UTF-8 encoded CSV file. If you are a frequent visitor, you know I am a fan of PowerShell. In fact, EPM Automate is built on top of REST API. Sample Scenarios for All Services. Oct 28, 2021 · Password files created using a previous version of EPM Automate will continue to work with the new EPM Automate client. Send an email from a distribution list or shared mailbox. Import and export metadata, data, artifact and application snapshots, templates, and Data Management mappings. Create and Run an EPM Center of Excellence. Send a beautifully formatted email. With a few Zaps, you can automate that work—and even add AI into the mix to do the Nov 1, 2018 · Something to make the text pop out to your eyes later on. Use this command only on test environments to hide sensitive data from application developers. Using OpenJDK1-4. Then we will need to create a batch file first on our local machine to trigger the EPM automate commands. But runIntegration does not work. A notification email contains outcomes defined for a task, such as Approve or Reject. Exporting and importing dimension metadata interactively in EPM Automate. EPM Automate may, intermittently during the execution of batch jobs, display the EPMAT-7:Session is not authenticated. Also, with the EPM cloud new SKUs, both Standard and Enterprise versions can create unlimited planning Supported Platforms. The . EPM Automate can be installed on virtual machines and Oracle Integration Cloud (OIC) machines that can access external hosts over a secure HTTP connection. The following sections describe each utility in detail. Right-click the installer (EPM Automate. Apr 5, 2021 · The EPM Automate command sendMail is straightforward and easy to understand. Oracle® Fusion Cloud EPM. Send automatic replies from a shared mailbox. Feb 22, 2024 · EPM Automate command: Use the exportAppAudit command. Feb 23, 2021 · Any thoughts only involving PBCS / EPM Automate appreciated - and I realise you could export to a file area and then use the tool / programming language of choice to send them onwards but I am looking for a wholly PBCS (not epbcs) and / or PBCS solution if one exists. Step 3 Create Excel Macro. Check if your issue is resolved. csv. HttpResponse response = connection. – In the Email Datasheet, create columns for the following information: Mar 14, 2022 · To begin, access the Patch Automation section of EPM. Under the ‘Approval & Updates’ tab, checkmark ‘Email notification’ and select ‘Change settings here’. We’re going to use a function called listfiles to identify the report name. prefs file is created in the working directory after the login routine is complete. Submit a technical service request that identifies Apr 7, 2023 · The EPM Automate Utility enables Service Administrators to remotely perform tasks within Oracle Enterprise Performance Management Cloud instances. BUSINESS_RULES = [ 'Groovy - Actuals data calculations': [:] , 'Groovy - Copy data to closed Months EPM Automate installer for Windows and Linux/UNIX, and macOS X is available from your EPM Cloud environment. My log is around 2-3 MB and the command fails with the error- "EPMAT-1:Can't send command to SMTP host" . post("/v3/send") . Clicking on the outcomes will take the assignees to Workspace where they can complete their assigned tasks. epmautomate runMatchingReport FILE_NAME GROUP_NAME REPORT_NAME REPORT_FORMAT [Param=value] where: FILE_NAME is a unique file name for the report that will be generated. This command does not work in Classic Oracle Enterprise Performance Management Cloud environments. Here are the steps to confirm basic connectivity: 1. En esta sección se detalla cada comando de EPM Automate. Note: EPM Automate may be used only on 64-bit operating systems that are currently supported by the operating system vendor. PASSWORD_FILE is the name and Oct 2, 2023 · Here are the top how-to scenarios for email in Microsoft Power Automate, with examples of how to achieve them. For details on using EPM Automate, see Working with EPM Automate for Oracle Enterprise Performance Management Cloud EPM Automate Commands getDailyMaintenanceStartTime Displays, in the console, the Coordinated Universal Time (UTC) or, optionally, the time zone, at which the daily maintenance of the environment is scheduled to start. Open a Command Prompt: press the Start key and type cmd. Java Runtime Environment and EPM Automate1-4. In this article. About EPM Automate. Perhaps sending emails is cutting into your actual work time. 0 refresh token. Thank you for sharing. Also informs new users of their user name and temporary password. We will create a macro to execute the batch program which internally calls the Feb 28, 2024 · Send personalized emails automatically. It’s kind of hidden: Don’t be scared! Monitoring. maskData. header("content-type","application/json") Sep 21, 2023 · I want to send an automated email with the process log attached to the users which informs whether the data load rules finished successfully or it failed. Applies to : Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management If you cannot make the connection using the following steps, then there is no point in setting up the advanced method anyway. Listfiles works as follows: Conveniently, we can also output the results of listfiles to a temporary file: call epmautomate listfiles >C:\Temp\ListFiles. epw. Business Benefit: The new commands facilitate the remote administration of EPM Cloud environments and support the cloning of environments for disaster recovery or Classic to OCI (Gen 2) migration. Copies a file or snapshot from the current environment to an Oracle Object Storage Cloud bucket. You use the uploadFile command to upload files to an environment. Comandos de. In the EPM Automate row, click Download for Windows. com. Firstly, if you are using EPBCS / PBSC application, you will need to go to the Explore Repository. Switch to the following directory: cd C:\Oracle\”EPM Automate"\bin 3. A new version of EPM Automate, which contains the createGroups and deleteGroups commands, is now available. Server-side Execution of EPM Automate Commands1-6. Using OAuth 2. Methods to be Used for Running EPM Automate Using Server-Side Groovy. Views. All the automation I do with EPM Automate in the Windows environment utilizes this free upgrade. thank you for any pointers, Robert. If you don't have auth2. Send a beautifully formatted email Sep 30, 2019 · Using REST API in Groovy business rule is similar to how EPM Automate developed. The File Transfer Utility EPMCopy. Jun 2, 2023 · Summary: Pipeline feature triggering EPM command and EPM automate command triggering pipeline Content (required): You're almost there! Please answer a few more questions for access to the Applications content. Go to Message tab, then More Move Actions > Other Actions > View Source. FILE_NAME is the name of a comma separated file containing the user login for the users that you want to assign an identity domain role to. ro rs br ll ft mp kx op rn ze