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How to best use REST API to Manage and
Administer Oracle PBCS
By Dayalan Punniyamoothy
4th April 2017
2
WHO WE ARE
Providing exceptional quality and value, while imparting a customer-focused approach.
Vertical Edge Consulting Group is your trusted partner for business consulting and technology solutions, ensuring reliability and scalability for your growing company.
2010
Year Founded
35
Employees
3
National Practices
2
Locations
1
Inspired Vision for Success
Our Company
Exceptional values, passion for
success, and dedicated commitment
drive our success.
 Oracle Platinum Partner
 Consultants average 12-15 years of
industry and Big 4 consulting experience
 Technology focus on EPM, BI and Cloud
solutions, integrating with leading Tier 1
and 2 ERP systems
 IT Strategy & Advisory Practice with CIO
and Fortune 500 leadership experience
 In-depth understanding of Cloud
Technology & Solutions, driving today’s
strategic technology decisions
 Strong dedication to customer success
and uncompromising values
3
OUR SERVICES
Technology
Enterprise Performance
Management (EPM)
- Oracle Hyperion Financial Management
- Oracle Hyperion Planning
- Oracle Hyperion Planning & Budgeting
Cloud Service (PBCS)
- Oracle Hyperion Essbase
- Oracle Hyperion FDM/FDMEE
- Oracle Hyperion DRM
- Oracle Hyperion Reporting & Analysis
- Oracle Hyperion SmartView
Business Intelligence (BI)
- Oracle Business Intelligence Enterprise
Edition (OBIEE)
- Oracle Business Intelligence Foundation
Suite (BIFS)
- Oracle Business Intelligence Cloud Service
(BICS)
- Oracle Business Intelligence for
Applications (OBIA)
Advisory Services
- CIO Advisory
- IT Strategy
- Cloud Advisory
- Project Management Oversight (PMO)
- Enterprise Resource Planning Advisory
(ERP)
- Enterprise Architecture
Trusted Advisory
Technology Expertise
4
ORACLE EPM EXPERIENCE
 Oracle® Certified Platinum Partner
 One of the nation’s leading Oracle EPM strategy & implementation firms
 Successfully implemented Oracle EPM solutions for dozens of clients in the US, and abroad
 Oracle EPM professional average 15 years of hands-on experience
 Focused on Fortune 500 companies & large scale, enterprise-wide implementations
 Deep expertise from process design to technology implementation
 Proven functional and industry templates to leverage best practices
 Hyperion Essbase, Planning and HFM certified professionals
Enterprise Planning
& Forecasting
•Planning, Budget & Forecasting
•Workforce & Capital Expenditure
Planning
•Planning System Design &
Implementation
•Balanced Scorecard
•Hyperion Planning™, Workforce
Planning™, Capital Expense
Planning™
Financial
Consolidation
•Financial Close Process Design
•Consolidation System Design &
Implementation
•Financial Reporting & Analysis
•Financial Management™, Financial
Data Quality Management™
Reporting &
Analytics
•Management Dashboards
•Profitability Analysis
•Human Resource Analysis
•Sales & Procurement Analytics
•Essbase™ Solutions, SmartView™,
and reporting tools
Business
Intelligence
•Data Management & Integration
•Content Management
•BI Enterprise Edition™, Data
Relationship Management™ and
integration tools
How to best use REST API to Manage and Administer Oracle PBCS
6
WHAT WE WILL LOOK AT
What is REST API ?
About REST API for Oracle PBCS
How does it work?
Authentication
REST API Resource View
• Lifecycle Management
• Planning
• interop
Demo in Boomerang & Groovy
REST API Methods
7
WHAT IS REST API ?
 REpresentational State Transfer (REST)
 An architecture for client-server web communication
 Application Programming lnterface (API)
 Lets products and services communicate with each other
 REST describes any simple interface that transmits data over a standardized interface
(such as HTTP).
 REST provides a set of design rules for creating stateless services that are viewed as
resources can be identified by their unique Uniform Resource Identifier (URIs).
8
ABOUT REST API FOR ORACLE PBCS
You can integrate EPM Cloud environments using:
 A set of REST APIs
 The EPM Automate Utility, a command line tool that is implemented on top of the
REST APIs
Audience
The REST API for Oracle PBCS is intended primarily as a tool for infrastructure consultants and
administrators
Prerequisites
 Access as a service administrator to the cloud service
 Technical and functional knowledge to understand and execute the EPM Automate & REST
APIs, and to administer the product.
 Knowledge of Java, cURL, Groovy, and REST programming.
9
HOW DOES IT WORK?
REST API Client applications
An alternative to using the web-based user interface or a command line.
E.g.: Web-browsers, Groovy
REST API Service Request
http://pbcs.us2.oraclecloud.com/HyperionPlanning/rest/v3/
applications/PLDPlan/substitutionvariables
XML Service Response
"planType": "PLD",
"name": "PriorYr",
"value": "FY16"
10
AUTHENTICATION
 These REST APIs support basic authentication (name and password) in the format
identitydomain.username for this release.
 All HTTP requests to the Oracle PBCS REST API require authentication.
 Every HTTP request to EPM Cloud should supply HTTP Basic Authentication credentials through
the Authorization header.
11
REST API METHODS
You can create, view, update, or delete Oracle Enterprise Performance Management
Cloud resources using standard HTTP method requests
GET Retrieve information about the REST API resource (e.g.: Retrieve Job Status Details)
POST Create a REST API resource (e.g.: Execute a Job)
PUT Update a REST API resource (e.g.: Setting Daily maintenance Window Time)
DELETE Delete a REST API resource or related component (e.g.: Delete Files)
12
REST API RESOURCE VIEW – ORACLE PBCS (SOME OF THEM NOT ALL  )
REST Resource -//interop/rest/
REST API version {api_version} for Lifecycle Management
is 11.1.2.3.600.
Request More Information
/interop/rest/ GET Get REST API Versions for Migration
/interop/rest/{api_version} GET Get Information about a Specific
Version of Migration
/interop/rest/{api_version}/applicationsnapshots/
{SnapshotName}/contents
GET Download
/interop/rest/{api_version}/Applicationsnapshots GET List Files
/interop/rest/{api_version}/applicationsnapshots/
{nSnapshotName}
DELETE Delete Files
/interop/rest/{api_version}/services GET Get Information About All Services
13
REST API RESOURCE VIEW – ORACLE PBCS (SOME OF THEM NOT ALL  )
REST Resource -/HyperionPlanning/rest/
Current REST API {api_version} version for Planning is v3.
Request More Information
/HyperionPlanning/rest/ GET Getting REST API Versions for Planning
/HyperionPlanning/rest/{api_version} GET Get Information about a Specific REST
API Version for Planning
/HyperionPlanning/rest/{api_version}/applications/{app}/jobd
efinitions
GET Get Job Definitions
/HyperionPlanning/rest/{api_version}/applications/{app}/dime
nsions/{dimname}/members
POST Add Member
/HyperionPlanning/rest/{api_version}/applications/{applicatio
n}/subvar
GET Get All Substitution Variables Defined
for the
Application
/HyperionPlanning/rest/{api_version}/applications/{applicatio
n}/plantypes/{plantype}/subvar
GET Get Substitution Variables Defined at
the Plan
Type Level
14
REST API RESOURCE VIEW – ORACLE PBCS (SOME OF THEM NOT ALL  )
REST Resource -//interop/rest/
REST API version {api_version} is v1 (interop)
REST API version {api_version} is V1 (aif)
Request More Information
/interop/rest/{api_version}/reports?
q={type:userauditreport,fileName:useraudit.csv,since=2015
-12-10,until=2016-06-10}/interop/rest/{api_version}
POST User Audit Report
/interop/rest/{api_version}/reports?q={type:provisionreport,f
ileName:ProvRep.csv} POST
User Provisioning Report
/interop/rest/{api_version}/dailymaintenance?StartTime={N}
PUT
Setting the Daily Maintenance Window
Time
/aif/rest/{api_version}
/aif/rest/{api_version}/jobs
GET
GET
Get Information about a Specific API
Version for Data Management APIs
Running Data Rules
15
USING BOOMERANG – DEMO
/interop/rest/11.1.2.3.600
• Servcies
• Snanpshots
/HyperionPlanning/rest/v3
• Listing Applications
• Details about a member
• Substitution Variables
• All Filter Type with all Possible Values which User Can Filter Planning Units
• User Display Preference
• Job Definitions
• Job Details
• Job Status
/interop/rest/v1
• Provision Report
• Daily maintenance window time
• User Audit report
16
USING BOOMERANG – DEMO
aif/rest/V1/jobs/
• For Listing the ran jobs under Data Management
17
REST API IN GROOVY
Install groovy from http://groovy-lang.org/download.html
Default install location "C:Program Files (x86)GroovyGroovy-2.4.7bin“
Importing the following package
import org.json.JSONObject
import groovy.json.JsonSlurper
PBCSDetails.properties
serverUrl="https://hypdemo-test-hypdemo.pbcs.us.oraclecloud.com"
domain="hypdemo"
username=“example@example.com"
password=“password"
18
REST API IN GROOVY
// Authorization Header
userCredentials = domain + "." + username + ":" + password
basicAuth = "Basic " + javax.xml.bind.DatatypeConverter.printBase64Binary(userCredentials.getBytes())
// Fetch Response Function
def fetchResponse(is) {
….
}
// Fetch Job Status
def fetchJobStatusFromResponse(response) {
…..
}
// Execute Request Function
def executeRequest(url, requestType, payload, contentType) {
…
}
// Function execution ( eg: Delete)
19
USING GROOVY – DEMO
20
Q&A
For additional questions or additional information, Please contact
Dayalan Punniyamoorthy
Oracle EPM Consultant at Vertical Edge Consulting Group
dayalanp@verticaledgecg.com
My Blog - https://onlyhyperion.blogspot.in/

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How to best use REST API to Manage and Administer Oracle PBCS

  • 1. How to best use REST API to Manage and Administer Oracle PBCS By Dayalan Punniyamoothy 4th April 2017
  • 2. 2 WHO WE ARE Providing exceptional quality and value, while imparting a customer-focused approach. Vertical Edge Consulting Group is your trusted partner for business consulting and technology solutions, ensuring reliability and scalability for your growing company. 2010 Year Founded 35 Employees 3 National Practices 2 Locations 1 Inspired Vision for Success Our Company Exceptional values, passion for success, and dedicated commitment drive our success.  Oracle Platinum Partner  Consultants average 12-15 years of industry and Big 4 consulting experience  Technology focus on EPM, BI and Cloud solutions, integrating with leading Tier 1 and 2 ERP systems  IT Strategy & Advisory Practice with CIO and Fortune 500 leadership experience  In-depth understanding of Cloud Technology & Solutions, driving today’s strategic technology decisions  Strong dedication to customer success and uncompromising values
  • 3. 3 OUR SERVICES Technology Enterprise Performance Management (EPM) - Oracle Hyperion Financial Management - Oracle Hyperion Planning - Oracle Hyperion Planning & Budgeting Cloud Service (PBCS) - Oracle Hyperion Essbase - Oracle Hyperion FDM/FDMEE - Oracle Hyperion DRM - Oracle Hyperion Reporting & Analysis - Oracle Hyperion SmartView Business Intelligence (BI) - Oracle Business Intelligence Enterprise Edition (OBIEE) - Oracle Business Intelligence Foundation Suite (BIFS) - Oracle Business Intelligence Cloud Service (BICS) - Oracle Business Intelligence for Applications (OBIA) Advisory Services - CIO Advisory - IT Strategy - Cloud Advisory - Project Management Oversight (PMO) - Enterprise Resource Planning Advisory (ERP) - Enterprise Architecture Trusted Advisory Technology Expertise
  • 4. 4 ORACLE EPM EXPERIENCE  Oracle® Certified Platinum Partner  One of the nation’s leading Oracle EPM strategy & implementation firms  Successfully implemented Oracle EPM solutions for dozens of clients in the US, and abroad  Oracle EPM professional average 15 years of hands-on experience  Focused on Fortune 500 companies & large scale, enterprise-wide implementations  Deep expertise from process design to technology implementation  Proven functional and industry templates to leverage best practices  Hyperion Essbase, Planning and HFM certified professionals Enterprise Planning & Forecasting •Planning, Budget & Forecasting •Workforce & Capital Expenditure Planning •Planning System Design & Implementation •Balanced Scorecard •Hyperion Planning™, Workforce Planning™, Capital Expense Planning™ Financial Consolidation •Financial Close Process Design •Consolidation System Design & Implementation •Financial Reporting & Analysis •Financial Management™, Financial Data Quality Management™ Reporting & Analytics •Management Dashboards •Profitability Analysis •Human Resource Analysis •Sales & Procurement Analytics •Essbase™ Solutions, SmartView™, and reporting tools Business Intelligence •Data Management & Integration •Content Management •BI Enterprise Edition™, Data Relationship Management™ and integration tools
  • 6. 6 WHAT WE WILL LOOK AT What is REST API ? About REST API for Oracle PBCS How does it work? Authentication REST API Resource View • Lifecycle Management • Planning • interop Demo in Boomerang & Groovy REST API Methods
  • 7. 7 WHAT IS REST API ?  REpresentational State Transfer (REST)  An architecture for client-server web communication  Application Programming lnterface (API)  Lets products and services communicate with each other  REST describes any simple interface that transmits data over a standardized interface (such as HTTP).  REST provides a set of design rules for creating stateless services that are viewed as resources can be identified by their unique Uniform Resource Identifier (URIs).
  • 8. 8 ABOUT REST API FOR ORACLE PBCS You can integrate EPM Cloud environments using:  A set of REST APIs  The EPM Automate Utility, a command line tool that is implemented on top of the REST APIs Audience The REST API for Oracle PBCS is intended primarily as a tool for infrastructure consultants and administrators Prerequisites  Access as a service administrator to the cloud service  Technical and functional knowledge to understand and execute the EPM Automate & REST APIs, and to administer the product.  Knowledge of Java, cURL, Groovy, and REST programming.
  • 9. 9 HOW DOES IT WORK? REST API Client applications An alternative to using the web-based user interface or a command line. E.g.: Web-browsers, Groovy REST API Service Request http://pbcs.us2.oraclecloud.com/HyperionPlanning/rest/v3/ applications/PLDPlan/substitutionvariables XML Service Response "planType": "PLD", "name": "PriorYr", "value": "FY16"
  • 10. 10 AUTHENTICATION  These REST APIs support basic authentication (name and password) in the format identitydomain.username for this release.  All HTTP requests to the Oracle PBCS REST API require authentication.  Every HTTP request to EPM Cloud should supply HTTP Basic Authentication credentials through the Authorization header.
  • 11. 11 REST API METHODS You can create, view, update, or delete Oracle Enterprise Performance Management Cloud resources using standard HTTP method requests GET Retrieve information about the REST API resource (e.g.: Retrieve Job Status Details) POST Create a REST API resource (e.g.: Execute a Job) PUT Update a REST API resource (e.g.: Setting Daily maintenance Window Time) DELETE Delete a REST API resource or related component (e.g.: Delete Files)
  • 12. 12 REST API RESOURCE VIEW – ORACLE PBCS (SOME OF THEM NOT ALL  ) REST Resource -//interop/rest/ REST API version {api_version} for Lifecycle Management is 11.1.2.3.600. Request More Information /interop/rest/ GET Get REST API Versions for Migration /interop/rest/{api_version} GET Get Information about a Specific Version of Migration /interop/rest/{api_version}/applicationsnapshots/ {SnapshotName}/contents GET Download /interop/rest/{api_version}/Applicationsnapshots GET List Files /interop/rest/{api_version}/applicationsnapshots/ {nSnapshotName} DELETE Delete Files /interop/rest/{api_version}/services GET Get Information About All Services
  • 13. 13 REST API RESOURCE VIEW – ORACLE PBCS (SOME OF THEM NOT ALL  ) REST Resource -/HyperionPlanning/rest/ Current REST API {api_version} version for Planning is v3. Request More Information /HyperionPlanning/rest/ GET Getting REST API Versions for Planning /HyperionPlanning/rest/{api_version} GET Get Information about a Specific REST API Version for Planning /HyperionPlanning/rest/{api_version}/applications/{app}/jobd efinitions GET Get Job Definitions /HyperionPlanning/rest/{api_version}/applications/{app}/dime nsions/{dimname}/members POST Add Member /HyperionPlanning/rest/{api_version}/applications/{applicatio n}/subvar GET Get All Substitution Variables Defined for the Application /HyperionPlanning/rest/{api_version}/applications/{applicatio n}/plantypes/{plantype}/subvar GET Get Substitution Variables Defined at the Plan Type Level
  • 14. 14 REST API RESOURCE VIEW – ORACLE PBCS (SOME OF THEM NOT ALL  ) REST Resource -//interop/rest/ REST API version {api_version} is v1 (interop) REST API version {api_version} is V1 (aif) Request More Information /interop/rest/{api_version}/reports? q={type:userauditreport,fileName:useraudit.csv,since=2015 -12-10,until=2016-06-10}/interop/rest/{api_version} POST User Audit Report /interop/rest/{api_version}/reports?q={type:provisionreport,f ileName:ProvRep.csv} POST User Provisioning Report /interop/rest/{api_version}/dailymaintenance?StartTime={N} PUT Setting the Daily Maintenance Window Time /aif/rest/{api_version} /aif/rest/{api_version}/jobs GET GET Get Information about a Specific API Version for Data Management APIs Running Data Rules
  • 15. 15 USING BOOMERANG – DEMO /interop/rest/11.1.2.3.600 • Servcies • Snanpshots /HyperionPlanning/rest/v3 • Listing Applications • Details about a member • Substitution Variables • All Filter Type with all Possible Values which User Can Filter Planning Units • User Display Preference • Job Definitions • Job Details • Job Status /interop/rest/v1 • Provision Report • Daily maintenance window time • User Audit report
  • 16. 16 USING BOOMERANG – DEMO aif/rest/V1/jobs/ • For Listing the ran jobs under Data Management
  • 17. 17 REST API IN GROOVY Install groovy from http://groovy-lang.org/download.html Default install location "C:Program Files (x86)GroovyGroovy-2.4.7bin“ Importing the following package import org.json.JSONObject import groovy.json.JsonSlurper PBCSDetails.properties serverUrl="https://hypdemo-test-hypdemo.pbcs.us.oraclecloud.com" domain="hypdemo" username=“example@example.com" password=“password"
  • 18. 18 REST API IN GROOVY // Authorization Header userCredentials = domain + "." + username + ":" + password basicAuth = "Basic " + javax.xml.bind.DatatypeConverter.printBase64Binary(userCredentials.getBytes()) // Fetch Response Function def fetchResponse(is) { …. } // Fetch Job Status def fetchJobStatusFromResponse(response) { ….. } // Execute Request Function def executeRequest(url, requestType, payload, contentType) { … } // Function execution ( eg: Delete)
  • 20. 20 Q&A For additional questions or additional information, Please contact Dayalan Punniyamoorthy Oracle EPM Consultant at Vertical Edge Consulting Group dayalanp@verticaledgecg.com My Blog - https://onlyhyperion.blogspot.in/