Account Reconciliation
What's New
  1. June 2019 Update
  1. Revision History
  2. Oracle Account Reconciliation, June 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. New Oracle Enterprise Performance Management Cloud Services
        2. Generation of a Report Through REST API Now Available
        3. Reports Now Available in CSV (Comma Separated Value) Format
        4. Filtering and Grouping Capabilities Added to AutoMatch Rules in Transaction Matching
        5. Point of View (POV) and Search Field Added to Jobs
        6. Current and Actual Workflow More Apparent in Reconciliation Compliance
        7. Support Calculation for Data Type Attributes in Transaction Matching
        8. New Version of EPM Automate
        9. Removal of Support for Transport Layer Security Protocol 1.0 and 1.1
        10. Connections Interface Updates
        11. New Connection Type and Advanced Options for External Connections
        12. Script Available for Maintaining a Snapshot Library
        13. New EPM Cloud URL
        14. TLS 1.2 Support for Outbound EPM Cloud Emails
        15. Purge All Imported Data
        16. Data Export to File
    2. Upcoming Changes
        1. EPM Cloud's New Look and Feel
    3. Defects Fixed

June 2019 Update

Revision History

Date Feature Notes
30 MAY 2019   Created initial document.

Oracle Account Reconciliation, June Update

This document outlines the upcoming Oracle 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, June 7, 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, June 21, 2019, 

The Oracle Help Center, which provides access to updated documentation, has a new look and feel. The updates will be available on June 7, 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

New Oracle Enterprise Performance Management Cloud Services

Oracle has introduced two new Oracle Enterprise Performance Management Cloud services: Oracle Enterprise Performance Management Standard Cloud Service and Oracle Enterprise Performance Management Enterprise Cloud Service. Changes introduced with the new services mainly affect new customers only; current customers will continue using their existing, familiar EPM Cloud environments. Going forward, the two new EPM Cloud Services will replace the existing EPM Cloud Service offerings for new purchases. The Business Processes and features available to you depend on the specific EPM Cloud service that you purchase. Users will notice some changes to certain naming and terminology used in documentation, videos and other collateral as we adopt the new Cloud Services (Standard and Enterprise).

For additional information and details, please refer to the "New EPM Cloud Services" chapter in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Key Resources

  • New EPM Cloud Services in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Generation of a Report Through REST API Now Available

You can now generate a report in Account Reconciliation by using REST API.  All predefined Reconciliation Compliance reports, predefined Transaction Matching and custom reports can be generated this way.

Key Resources

Reports Now Available in CSV (Comma Separated Value) Format

You can now generate a report in CSV (Comma Separated Value) format. This is available for predefined or custom reports.

Key Resources

Filtering and Grouping Capabilities Added to AutoMatch Rules in Transaction Matching

You will now be able to filter or group transactions within AutoMatch rules which will enhance the performance and match percentage within Transaction Matching. Filtering or grouping is optional for each rule. AutoMatch will only include the transactions specified by the filter while executing the rule. Grouping which will be for "many" type rules only means that the grouped transactions will behave as a single transaction. 

Key Resources

Point of View (POV) and Search Field Added to Jobs

The Jobs card under Applications now has a Search field and a Point of View (POV).

Key Resources

  • Application in Reconciling Accounts With Oracle Account Reconciliation Cloud.

Current and Actual Workflow More Apparent in Reconciliation Compliance

The workflow user who originally worked as a preparer or reviewer on a reconciliation is now visible on the UI in Reconciliation Compliance along with the current workflow user.

Key Resources

Support Calculation for Data Type Attributes in Transaction Matching

Calculation is now supported for data type attributes that you define in a data source in Transaction Matching.

Key Resources

New Version of EPM Automate

A new version of EPM Automate is available with this update. This version contains updates to the recreate command, which has been enhanced to change the service type of a current environment to another service type; for example, to change a Planning and Budgeting environment to an Oracle Account Reconciliation environment.

Key Resources

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. EPM Automate and Smart View are also not affected by this change.

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 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:

Connections Interface Updates

Updates to the Connections interface include grouping all EPM service providers into a  single provider called Oracle Enterprise Performance Management Cloud.

  • On the Select Provider to Create Connection page, all Enterprise Performance Management service providers will be grouped into a single service provider called Oracle Enterprise Performance Management Cloud.
  • On the Connection Details page, based on the URL provided, Application Type will be automatically identified and displayed.

  • On the Manage Connections page, the name and description will be grouped together under one column called Name, and the application type and provider will be grouped together under one column called Application.

New Connection Type and Advanced Options for External Connections

Service Administrators can now create connections to external Web services and specify optional query or header parameters while defining external connections. These connections can be referenced or used in a Groovy script to create a communications link between the Groovy script and the external Web resource.

Key Resources

  • Connecting to External Web Services in your Administering guide at Cloud Documentation
  • Specifying Advanced Options for External Connections in your Administering guide at Cloud Documentation

Script Available for Maintaining a Snapshot Library

Generally, Oracle Enterprise Performance Management Cloud supports snapshot compatibility for one monthly cycle only; you can migrate maintenance snapshots from the test environment to the production environment and vice versa. However, audit requirements of some customers may necessitate restoring snapshots from multiple years on the latest EPM Cloud environment, and accessing application in a short period of time. A script that automatically updates snapshots to maintain an up-to-date library of snapshots is now available in EPM Automate for Oracle Enterprise Performance Management Cloud.

Key Resources

New EPM Cloud URL

Starting with this release, all EPM Cloud Service instance URLs will use epmcloud as the context for accessing environments.

Existing users may continue using the current URLs to access EPM Cloud environments or update them with this new application context. For example, if the current URL is https://example-idDomain.pbcs.dom1.oraclecloud.com/HyperionPlanning, you can update it to https://example-idDomain.pbcs.dom1.oraclecloud.com/epmcloud.

TLS 1.2 Support for Outbound EPM Cloud Emails

EPM Cloud has been enhanced to send outbound emails using Transport Layer Security (TLS) protocol 1.2. This update enables EPM Cloud to route emails, for example, from Financial Reporting Batches, correctly even if your email server accepts only TLS 1.2 compliant emails.

Purge All Imported Data

Use the new Purge All Imported Data script, available in Data Management, to clear all imported data from your data tables for a selected LOV. Purging data may increase system performance and enables you to start over when loading data.  Note that there is no backup or utility to recover any purged data when this option is executed. For this reason, use extreme caution before executing this script.

Key Resources

Data Export to File

The Data Export to File option in Data Management enables you to export data from an EPM application to a data file. You can use the data file to load data into an ERP application or an external system. The new Data Export to File option provides several enhancements over the existing Custom Application option and will provide performance improvement when using the Simple workflow mode option.

Both the Data Export to File option and custom target application options are supported in this release.  Eventually, the Data Export to File option will supersede the custom target application option due to its enhanced functions and capabilities.

Starting with this release, you can migrate your existing custom target applications to Data Export to File application using a new Upgrade Custom Application script.  The new script is available under the System Maintenance and it can be run for an individual or all scripts.

Key Resources

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 and Budgeting

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

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

The revised interface retains existing functionality and enhances your Home page experience with a more responsive design. The Welcome panel and the global header readjust after resizing, which means less scrolling. Clearer announcements and notification areas are added to the Welcome panel, as are arrows to help you navigate easily between the Home page and your infolets. 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 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.

Defects Fixed

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