1. Where can I find tips for getting started successfully in the new EPM Cloud Getting Started guides?
Public
Question: Where can I find tips for getting started successfully in the new EPM Cloud Getting Started guides?
Jan Greenberg Senior Director, Documentation
December, 2017

2. Tips for getting started successfully with EPM Cloud are now provided in two helpful new guides:
Getting Started with EPM Cloud for Users:
Getting Started with EPM Cloud for Administrators:
Update your bookmarks!
Starting with the December update (17.12), Service Administrator and end user “getting started” information for all EPM Cloud Services is available from these new EPM Cloud Getting Started guides:
- Getting Started with EPM Cloud for Users: common/CGSUS/toc.htm
- Getting Started with EPM Cloud for Administrators: common/CGSAD/toc.htm

3. About EPM Cloud Getting Started for Users
Getting Started with Oracle Enterprise Performance Management Cloud for Users introduces end users to Oracle EPM Cloud and provides information that enables them to quickly become proficient. This guide replaces these guides:
- Getting Started with Account Reconciliation Cloud for Users
- Getting Started with Oracle Profitability and Cost Management Cloud for Users
- Getting Started for Users for Oracle Enterprise Performance Reporting Cloud
Oracle Confidential – Internal/Restricted/Highly Restricted

4. About EPM Cloud Getting Started for Users
Helpful information and tips for:
Understanding and working with EPM Cloud
Working with EPM Cloud environments, including understanding updates, getting readiness information and learning What’s New, and providing feedback
Resolving connection issues
EPM Cloud Getting Started for Users guide:

5. Understanding EPM Cloud
Overview of EPM Cloud
Setting up browsers
Accessing EPM Cloud
Turning on Accessibility Mode
Sample URLs
Information Sources
Localization
Understanding EPM Cloud in the EPM Cloud Getting Started for Users guide:
common/CGSUS/1_user_epm_cloud_overview_components.htm#CGSUS-GUID-31B170DE-C C96-E7FC84DBE2F2

6. Working with EPM Cloud Available clients and utilities Prerequisites
Downloading and installing clients
Accessing a service using Smart View
Connecting to a service from Financial Reporting Studio
Working with EPM Cloud in the EPM Cloud Getting Started for Users guide:
common/CGSUS/2_user_working_with_epm_clients_overview.htm#CGSUS-GUID-CA03F B D-09EAB5AC26F2

7. Working in EPM Cloud Environments
Understanding updates and viewing readiness information
Using the Provide Feedback Utility
Working in EPM Cloud Environments in the EPM Cloud Getting Started for Users guide:
common/CGSUS/3_user_working_in_epm_cloud_environments.htm#CGSUS-GUID-D96D04E0-FB0A-4D70- 9B8E-84A24FCA552F

8. Resolving Connection Issues
Why am I unable to connect to EPM Cloud?
Why am I unable to connect to EPM Cloud through VPN?
I see two sign-in options; which should I use?
Resolving Connection Issues in the EPM Cloud Getting Started for Users guide:
common/CGSUS/3_user_working_in_epm_cloud_environments.htm#CGSUS-GUID-D96D04E0-FB0A-4D70- 9B8E-84A24FCA552F

9. About EPM Cloud Getting Started for Admins
Getting Started with Oracle Enterprise Performance Management Cloud for Administrators contains information on the tasks that Service Administrators can perform with EPM Cloud Services. This guide, which provides common administrative information for all EPM Cloud services, is now your primary source for tasks related to EPM Cloud administration, including managing users and roles, setting up single sign-on, and backing up and restoring environments.
This guide replaces these guides:
- Using Oracle Planning and Budgeting Cloud
- Getting Started with Oracle Financial Consolidation and Close Cloud
- Getting Started with Account Reconciliation Cloud for Administrators
- Getting Started with Oracle Profitability and Cost Management Cloud for Administrators
- Getting Started with Oracle Tax Reporting Cloud
- Getting Started for Administrators for Oracle Enterprise Performance Reporting Cloud
Oracle Confidential – Internal/Restricted/Highly Restricted

10. About EPM Cloud Getting Started for Administrators
Helpful information and tips for:
Managing users and roles
Securing EPM Cloud
Backing up and restoring an environment
Setting up EPM Cloud environments
Tips and Frequently Asked Questions
Getting Started with EPM Cloud for Administrators guide:

11. Managing Users and Roles
About user and role management
Understanding predefined roles
Accessing My Services
Creating users
Granting roles to users
Managing users
Managing Users and Roles in the EPM Cloud Getting Started for Administrators guide:
common/CGSUS/2_user_working_with_epm_clients_overview.htm#CGSUS-GUID-CA03F B D-09EAB5AC26F2

12. Securing EPM Cloud Configuring Single Sign-On (SSO)
Setting up network restricted access
Managing integrated business process navigation flows
Securing EPM Cloud in the EPM Cloud Getting Started for Administrators guide:
GUID-36B64A36-01A8-47A1-885B-B F3CD

13. Backing up and restoring an environment using the maintenance snapshot
Overview of the maintenance snapshot
Backing up the maintenance snapshot
Restoring application artifacts and data from a snapshot
Backing up and restoring an environment using the maintenance snapshot in the EPM Cloud Getting Started for Administrators guide:
common/CGSAD/5_maint_snapshot_backup_restore_heading.htm#CGSAD-GUID-9C04D9DE-0ED5-47D A3A765B076F8

14. Tips and Frequently Asked Questions
Resolving connection issues
Resolving EPM Automate utility access issues
Managing user accounts
Client compatibility
Best practices for production environments
Tips and Frequently Asked Questions in the EPM Cloud Getting Started for Administrators guide:
B-5E73-44CF-81D3-C4ABC26781E1

15. Bookmark the new EPM Cloud Getting Started guides to be sure you have the latest information:
Getting Started with EPM Cloud for Users:
Getting Started with EPM Cloud for Administrators:
Bookmark these new guides!
Bookmark the new EPM Cloud Getting Started guides:
Getting Started with EPM Cloud for Users:
Getting Started with EPM Cloud for Administrators: