EPMware User Guide

Welcome to the EPMware User Guide. EPMware is a master data management and workflow tool that manages master data and enforces your organization's workflow around the everyday processes that surround your metadata changes.

By configuring shared dimensions in EPMware, users request metadata once and our workflow engine routes the request to obtain approvals and deploys the metadata to the participating target systems. This allows standardization and rationalization of your metadata to evolve as your organization develops its master data strategy.

Key Features

Workflow Management

The EPMware dashboard allows users, managers, and application administrators to monitor the status of metadata requests in real time. Follow a request from the initial Create stage through its Review, Approve and Deploy stages. A graphical representation of each request's status in the workflow allows users to identify any bottlenecks in the metadata request process and determine if an escalation is required.

Seamless Integration

Seamless integration to Oracle Cloud EPM, Oracle Fusion, Oracle EBS,Classic Hyperion Financial Management (HFM), Classic Essbase, Classic Planning applications and OneStream Software allows EPMware to deploy metadata without manual intervention or file manipulation from an administrator. Approved metadata is automatically deployed or scheduled for deployment using our built-in scheduler.

Metadata Visualization

One-click import of your target system hierarchies allows users to clearly visualize how metadata will appear in their production environments. A configurable security module integrates with your current LDAP or Microsoft Active Directory (MSAD).

Dynamic Workflows

Build, maintain and scale task driven workflows. Administrators model, build and maintain fully dynamic and scalable workflows using the Workflow Builder™. By using a combination of stages and tasks, Workflow Builder™ enables creation of any number of workflows that visually define your organization's business process, and then enforces it.

The Workflow Builder™ includes reusable workflow tasks, rule based validations, exception handling, email notifications for all workflow stages, custom functions and scripting for limitless customizations.

Centralized Deployment Management

Centrally manage metadata deployments using the EPMware deployment module. It manages how and when metadata requests are deployed. Load metadata on demand or schedule a batch to run during off hours. Deployment metrics for all your EPM applications are on one page. Monitor in real time as "one time" or batches are deployed to their respective target applications. Create a recurring calendar for daily, weekly or monthly metadata deployments.

Complete Audit Trail

Audit reports log every transaction, sign-off and deployment. EPMware maintains a complete audit trail of all transactions from request to deployment. Every transaction can be queried using reports included in the Audit module.

Documentation Sections

Core Functionality

Dashboard Monitor all pending requests and workflow status in one summary view. View graphical representations of workflow stages, approvers, and request details.

Metadata Explorer Visualize and navigate your dimension hierarchies with real-time status indicators. Search for members, view properties, and access transaction history.

Metadata Requests Create, edit, and manage metadata requests through the complete workflow lifecycle. Access powerful member management tools including bulk upload, property editing, and hierarchy manipulation.

Operations & Monitoring

Deployment Monitor and manage metadata deployments across all EPM applications. Track deployment status in real-time, schedule batch deployments, and redeploy failed requests.

Reports Generate comprehensive reports across all aspects of the EPMware system including metadata analysis, security auditing, request tracking, and deployment monitoring. Export reports in Excel, PDF, or CSV formats.

Reference Materials

Reference Access field definitions, status icons reference, keyboard shortcuts, and quick reference guides for efficient EPMware usage.

Getting Help

For technical support or questions about EPMware: - Visit: www.epmware.com - Call: 408-614-0442 - Email: support@epmware.com

Document Information

About This Guide

This user guide provides comprehensive documentation for all EPMware features and functionality. Use the navigation menu on the left to access specific sections, or use the search function to find specific topics.

Each section includes: - Detailed feature descriptions - Step-by-step procedures - Screenshots and visual guides - Tips and best practices - Related topic links

EPMware® is a registered trademark of EPMware, Inc. in the United States and/or other countries.