Undocumented Data Export Feature in Oracle Hyperion PBCS (Planning and Budgeting Cloud Service)

In response to companies looking for more decentralized services with less IT overhead, Oracle has launched the Planning and Budgeting Cloud Service (PBCS). PBCS is a hosted version of the Oracle Hyperion Planning and Data Management/Integration (FDMEE) tools with a particular focus on a completely online-based interface. For additional information on PBCS, please click HERE.

From a functional perspective, this is an ideal situation: to have near-full capabilities of an on-premise solution without the infrastructure maintenance concerns. Practically, though, there are some holes to fill as Oracle perfects and grows the solution.

One of the main areas for concern has been the integration of data into and out of PBCS. Data Management (a version of FDMEE) is the recommended tool for loading flat file data into the system, while there is also the ability to load directly to Essbase with perfect files. Getting files out of the system, on the other hand, has not been so straightforward. Without access to the Essbase server, exporting files proves impractical. Companies often need data exports from Essbase for backups, integrations into other systems, or for review. PBCS does not seem to have a native method of being able to extract Level Zero (Lv0) data on a regular basis that could be easily copied out of the system and used elsewhere.

Despite this, the DATAEXPORT command still exists in the PBCS world. How, then, could it be used to get a needed file?

It actually begins as with a normal on-premise application by creating a Business Rule to do a data export. This can be done manually, but it is recommended to use the System Template to make sure everything is set up perfectly.

JP_ScreenShot_2015_03_09_09_10_35

When setting up the location to export the file to, it should be set up as:

 “/u03/lcm/[File_Name.txt]”

JP_ScreenShot_2015_03_09_09_30_59

When this is done, a user can then navigate over to the Inbox/Outbox Explorer and see the file in there:

JP_ScreenShot_2015_03_09_09_42_39

JP_ScreenShot_2015_03_09_09_44_01

And that is really all there is to it! With a business rule in place, the entire process can be automated using EPMAutomate (EPMAutomate and recommendations for an automation engine/methodology will be discussed in a later post) and a batch scripting client to do a process that:

  • Deletes the old file
  • Runs the business rule to do the data export
  • Copy the file off of PBCS and to a local location
  • Push the file to any other needed location

The one important thing to note is that as of PBCS 11.1.2.3.606 (April 2015 patch), all files in the Inbox/Outbox Explorer — along with any files in Application Management (LCM) — that are older than two months will be automatically deleted. As such, if these files are being kept for archive purposes, they must be backed up offline in order to be preserved.

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