Tuesday, March 26, 2013

FormDefUtil.cmd – a way to export and import Planning Forms


FormDefUtil is a pretty decent Planning utility that can be used to export planning data forms from one environment to another. Being a planning utility it resides in the Planning1 folder (at least in the 11.1.2 version of EPM).
Path - D:\oracle\Middleware\user_projects\epmsystem1\Planning\planning1.
In order to launch the FormDefUtil utility
            Open the command Prompt
            Go to the Planning1 folder where the FormDefUtil utility is.
From here you can either export or import forms by typing in the required syntax
If you want to export all the forms that you have you can type in
FormDefUtil export –all server username application (FormDefUtil export -all localhost admin sampleapp)
If you want to export only one form, you can type in
FormDefUtil export FormName server username application (FormDefUtil export retirement localhost admin sampleapp)
The above export command creates an XML file that you can import in a different environment.
In order to import form in the target planning app, you can type in
FormDefUtil import –all server username application (FormDefUtil import -all localhost admin sampleapp)

SOME MORE

All forms within an application:
FormdefUtil.cmd export -all localhost khoonks (username here) normal (application name here)

it will ask for password

One form that you want to export:
For example, if you want to export a form named "Other Expenses" from the "normal" application, the syntax would be 

FormdefUtil.cmd export "Other Expenses" localhost khoonks normal

It will ask for password.


After the execution of the script, the output fill will be seen in the Planning1 folder > D:\oracle\Middleware\user_projects\epmsystem1\Planning\planning1. 
Output is an XML file and it is something like "Other Expenses - Capital.xml"

In order to import only one app, you can type in
FormDefUtil import filenamepluslocationoffile server username application (FormDefUtil import formname.xml localhost admin sampleapp)
After you run the command, if it asks for the password, type in the password and wait for it to run.
There are other parameters that you can use with the FormDefUtil utility. You can refer to http://docs.oracle.com/cd/E17236_01/epm.1112/hp_admin/frameset.htm?ch12s06s04.html for more information.

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