Install EPM Workbench

EPM Workbench installs like any other VS Code extension. The Free tier needs no account and no Seat Key — you can open a rule file and get Groovy and calc-script intelligence immediately.

1. Install the extension

From inside VS Code:

1. Open the Extensions view (Ctrl+Shift+X / Cmd+Shift+X).
2. Search for EPM Workbench.
3. Click Install.

Or install from the Visual Studio Marketplace in your browser and choose Open in VS Code.

The Free tier gives you single-file language intelligence — completion, diagnostics, hover, and formatting — on any .groovy or .csc file you open, with no further setup.

2. Open a workspace

Open the folder you keep your EPM rules in as a VS Code workspace (File → Open Folder…). This folder is your Client Workspace: it holds one or more Pod Folders, each mapping to a single Oracle EPM Pod.

3. Create or point at a Pod Folder

A Pod Folder is a self-describing folder for one Pod’s artifacts. It contains:

• pod.json — the Pod’s URL, application name, and settings. It never holds credentials.
• Your rule files (.groovy / .csc), organized by application and plan type.
• .epmwb/ — envelopes, sync state, caches, and run journals the extension manages for you.

To set one up, run EPM Workbench: Create Pod Folder from the Command Palette (Ctrl+Shift+P / Cmd+Shift+P) and fill in the Pod URL and application name, or open a folder that already contains a pod.json. Because a Pod Folder is self-describing, it also works as a standalone VS Code root.

Next steps

• To work without connecting to Oracle, populate the Pod Folder from a disk Snapshot — see Offline Mode & Snapshot import.
• To connect live and Pull/Push/Deploy/Execute, set up a Service Account or per-user OAuth.
• To unlock the full workspace and the live connection, activate a Seat Key.