Account Reconciliation
What's New
  1. July 2019 Update
  1. Revision History
  2. Account Reconciliation, July Update
        1. Monthly Update Schedule
        2. Please Join Oracle Cloud Customer Connect
        3. Give Us Documentation Feedback
        4. Follow Us on Social Media
    1. Announcements
        1. Enhancements to Reconciliation Attachments
        2. Add or Remove Users When Working with Teams Using REST API
        3. New Version of EPM Automate
        4. Changes to Provisioning Terminology
        5. Removal of Support for Transport Layer Security Protocol 1.0 and 1.1
        6. New EPM Cloud Features Tool
    2. Upcoming Changes
        1. EPM Cloud's New Look and Feel
        2. Removal of Instance Name from Predefined Role Names
    3. Defects Fixed
    4. Considerations
        1. Academy
        2. Using Refresh

July 2019 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes
27 JUN 2019   Created initial document.

Account Reconciliation, July Update

This document outlines the upcoming Account Reconciliation update.

Monthly Update Schedule

Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance window that occurs on or after 22:00 UTC (15:00 PDT) on Friday, July 5, 2019. Oracle will apply the latest monthly updates to your Production environment during the first daily maintenance window that occurs on or after at 22:00 UTC.(15:00 PDT) on Friday, July 19, 2019, 

The Oracle Help Center, which provides access to updated documentation, has a new look and feel. The updates will be available on July 5, 2019. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

Reminder: Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server.

NOTE: Account Reconciliation Cloud does not support migration of snapshots from the latest service version to an earlier service version (for example, when moving snapshots between test and production pods during the window when test is upgraded before production.) Migration between the same versions is supported.  Some objects, such as Profiles, may still be moved from the latest to an earlier version outside of migration snapshots by exporting them from the latest service version and importing them into the earlier version.

Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server.

Key Resources

Please Join Oracle Cloud Customer Connect

Please take a moment to join the Cloud Customer Connect forums for EPM Cloud services. Oracle Cloud Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. This is where you will find the latest release information, upcoming events, or answers to use-case questions. Joining takes just a few minutes. Join now!

https://cloud.oracle.com/community

NOTE: The Settings and Actions menu now contains a link to Cloud Customer Connect. To access this link, from the Home page, click the down arrow next to the user name (in the upper right-hand corner of the screen), and select Cloud Customer Connect.

Give Us Documentation Feedback

We welcome your comments and suggestions to improve the content of the What's New document and the product documentation. Please send us your feedback at EPMdoc_ww@oracle.com. In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.

Follow Us on Social Media

For the latest updates and information about EPM Cloud, follow us on YouTube, Twitter, Facebook, and LinkedIn at Hyperion EPM Info.

Announcements

Enhancements to Reconciliation Attachments

New enhancements to Reconciliation attachments to make your work easier include:

  • Attachments that apply to more than one period of a reconciliation can now be “carried forward” and will appear when the next reconciliation is created.  
  • Improved oversight of attachments since you can now view who first added the attachment and when it was added.
  • Easier to view attachments by adding an “expand all” option for the attachments drawer. This option can be set as the default choice for that drawer.

Key Resources

Add or Remove Users When Working with Teams Using REST API

You can now add or remove a batch of users when working with teams using REST API.  

Steps to Enable

Only Service Administrators can run REST APIs against EPM Cloud environments.

Key Resources

New Version of EPM Automate

A new version of EPM Automate is available with this update. These new commands are now available: addUsersToTeam, and removeUsersFromTeam..

  • addUsersToTeam Command

This command adds users listed in a CSV file to an existing team. If a user included in the CSV file is already a member of the team, this command ignores that user.

  • removeUsersFromTeam Command

This command removes users listed in a CSV file from a team. If a user included in the CSV file is not a a member of the team, this command ignores that user.

Key Resources

Changes to Provisioning Terminology

With a view to standardizing the terminology around assigning roles to users at the identity domain, application, and artifact levels, EPM Cloud has changed such labels in the user interface to "Assign". Because of this change, the labels of Provision Roles tab and Provisioning Reports tab in Access Control have been renamed to Assign Roles and Role Assignment Report respectively. Similar changes have been made to the access control screens displayed in business processes and EPM Connections.

Removal of Support for Transport Layer Security Protocol 1.0 and 1.1

As announced in previous readiness documents, Oracle supports only Transport Layer Security protocol version 1.2 (TLS 1.2) to communicate with EPM Cloud. To ensure the highest level of authentication and data encryption security, support for TLS 1.0 and TLS 1.1 have been removed.

Because most modern operating systems and browsers support TLS 1.2; users of such systems and browsers are not affected by the deprecation of TLS 1.0 and 1.1.

You cannot use client operating systems that do not support TLS 1.2 (for example, Red Hat Enterprise Linux 5 and Microsoft Windows 2002) to run operating system-specific commands (for example, code to run cURL tools to transfer data and custom code that integrates with the REST APIs) against EPM Cloud. Additionally, Smart View and EPM Automate installed on such systems will also fail to communicate with EPM Cloud. Similarly, you cannot use browsers that do not support TLS 1.2 protocol to access EPM Cloud environments.

If you are using on-premises FDMEE to integrate with EPM Cloud, you must update your on-premises EPM 11.1.2.4 deployment to support TLS 1.2. Refer to the following Oracle Support document to enable TLS 1.2 support:

New EPM Cloud Features Tool

Oracle has released an EPM Cloud Features tool. Use this tool to quickly find features released each month for your EPM Cloud business process. Click a link to learn more about each feature in the What’s New document and the EPM Cloud user assistance.

Upcoming Changes

EPM Cloud's New Look and Feel

In a future update, there will be a revised interface with enhanced navigation and a new theme called Sky Blue.

New Interface of Planning

The following EPM Cloud services will adopt this new theme as their default interface:

  • Planning
  • Financial Consolidation and Close
  • Tax Reporting
  • Profitability and Cost Management
  • Account Reconciliation
  • Strategic Workforce Planning
  • Sales Planning

The revised interface retains existing functionality and enhances your experience with a more modern look and feel and responsive design. The Welcome Panel and the Global Header readjust after resizing, which means less scrolling. An updated Welcome Panel features Announcements and Notifications. Arrows are available on the Home Page to help you navigate easily between the Springboard and infolet dashboard pages. A bigger Navigator Menu has improved usability, more themes for customization are included, and a bigger work area has more space to maneuver and provide better visibility. The interface is also more consistent with other Oracle products, such as Fusion Applications.

After the interface is released, all new customers will use the new lighter-colored Sky Blue theme, and existing customers will keep their current theme. You can switch themes using Tools, and then Appearance.

Removal of Instance Name from Predefined Role Names

Currently, the predefined role names displayed in the Access Control screens of EPM Cloud environments prefix the instance name to the role name in INSTANCE_NAME ROLE_NAME format. They are also stored in this format in the snapshots, making it difficult to migrate snapshots from one instance to another.

To facilitate the migration of security across EPM Cloud environments, Oracle plans to rename predefined role names displayed within EPM Cloud applications by removing the instance name prefix in the August update. For example, if the instance name is Planning1, predefined role names are Planning1 Service Administrator, Planning1 Power User, Planning1 User and Planning1 Viewer. The new role names will be Service Administrator, Power User, User, and Viewer.

NOTE: This change does not affect how the role names are displayed in the MyServices customer portal.

This change will affect customers who use the predefined roles for managing application-level provisioning and access to artifacts; you will need to reassign such assignments using the updated role name after the roles are renamed. This change makes it easy to migrate EPM Cloud artifacts across environments.

Additionally, all predefined role names; Domain Administrator, Service Administrator, Power User, User, and Viewer will be treated as EPM Cloud keywords, which should not be used in the name of any custom artifacts that you create; for example, group name in Access Control. If you have any group with these keywords, rename them before this change comes into effect.

This change is being implemented to address customer feedback. If you have any concerns about this change, please contact Oracle Support.

Defects Fixed

Software issues addressed each month will be posted to My Oracle Support.

Considerations

Academy

In the Academy, some pages and icons may appear different in the video and the Cloud service.

Using Refresh

It is a best practice to use Refresh within the Account Reconciliation Cloud user interface rather than performing a browser refresh.