Cloud Readiness / Oracle Fusion Cloud Enterprise Data Management
What's New
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  1. April 2023 Update
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Enterprise Data Management
    1. Enterprise Data Management
        1. Monthly Update Schedule
        2. Helpful Information
        3. Oracle Cloud Readiness App
    2. EPM Common
        1. OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Program Ends on April 30, 2023
        2. EPM Automate Updates
        3. New Version of REST APIs for Managing Users
        4. Activity Report Now Includes Data Center Information
        5. Improved Usability for EPM REST API Compatibility Table and Quick Reference
  5. IMPORTANT Actions and Considerations

April 2023 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 Module Feature Notes
30 MAR 2023     Created initial document.

Overview

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Customer Must Take Action before Use by End Users
(Feature Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Enterprise Data Management

EPM Common

OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Program Ends on April 30, 2023

EPM Automate Updates

New Version of REST APIs for Managing Users

Activity Report Now Includes Data Center Information

Improved Usability for EPM REST API Compatibility Table and Quick Reference

>>Click for IMPORTANT Actions and Considerations

Enterprise Data Management

Enterprise Data Management

Monthly Update Schedule

Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, April 7, 2023.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, April 21, 2023.

NOTE: The monthly update will not be applied to any environment for which this monthly update is requested to be skipped using the EPM Automate skipUpdate command or service request to Oracle.

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

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, April 7, 2023.

NOTE: Some of the links to new feature documentation included in this readiness document will not work until after the Oracle Help Center update is complete.

Helpful Information

Documentation Updates Available One Week After Readiness Documents

Updated documentation is published on the Oracle Help Center on the first Friday of each month, coinciding with the monthly updates to Test environments. Because there is a one week lag between the publishing of the readiness documents (What's New and New Feature Summary) and Oracle Help Center updates, some links included in the readiness documents will not work until the Oracle Help Center update is complete.

https://docs.oracle.com/en/cloud/saas/epm-cloud/index.html

Fixed Issues and Considerations

Software issues addressed each month and considerations are posted to a knowledge article on My Oracle Support. Click here to review. You must have a My Oracle Support login to access the article.

NOTE: Fixed issues for EPM Cloud Common components (Smart View for Office, EPM Automate, REST API, Migration, Access Control, Data Management/Data Integration, Reports, Financial Reporting, and Calculation Manager) are available in a separate document on the My Oracle Support “Release Highlights” page.

This provides visibility into EPM Cloud release contents.

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.

Create and Run an EPM Center of Excellence

A best practice for EPM is to create a Center of Excellence (CoE). An EPM CoE is a unified effort to ensure adoption and best practices.

Business Benefit: A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.

Learn more:

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.

Follow Us on Social Media

Follow EPM Cloud on YouTube, Twitter, Facebook, and LinkedIn.

These are great resources for the latest updates and information about EPM Cloud.

Business Benefit: These resources can help you optimize your EPM implementation and user experience by providing valuable information and user assistance.

Oracle Cloud Readiness App

A new Readiness App is now available on the Oracle Cloud Application Update Readiness site. The app provides an .xlsx report listing all features released from October 2021 onward for one or more Cloud product(s), module(s) and update(s) that you designate. From the Readiness site, click the red Try Our Readiness App button in the upper right, or use this URL to access the app:

https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/readiness/app/index.html

NOTE: To ensure a complete feature listing, select EPM Common in addition to the business process(es) you wish to view. To  determine whether an EPM Common feature applies to your business process, review the Applies To information in the Short Description column of the .xlsx file.

NOTE: The EPM Cloud Features tool, which contains EPM new features from March 2018 through June 2023 only, will not be updated after June 2023.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Business Benefit: The Readiness App is an interactive tool that allows you to view a comprehensive listing of all features that have been released for one or more product(s), module(s) and update(s) that you designate.

EPM Common

OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Program Ends on April 30, 2023

One of Oracle's latest advancements, Oracle Cloud Infrastructure (OCI) is the foundation of Oracle's second generation cloud. OCI, a purpose-built, best-in-class platform for running enterprise applications, is engineered from the ground up to run mission-critical databases, workloads, and applications while providing end-to-end security. Oracle's data centers around the globe are standardizing on the new OCI architecture which will deliver even greater performance and reliability. There are a lot of EPM Cloud features that are available only in OCI. See Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Oracle plans to migrate all Classic Commercial environments to OCI by the end of 2023 using monthly migration waves. Two migration options are available:

Oracle has started sending notifications for Oracle-managed migrations. When your environments are scheduled for migration, you will get notification specifying the migration schedule. Follow the instructions in the notification.

For customers whose environments were included in the January 2023 migration notification: The migration of application data and users from Classic to OCI environments will occur in the 23.04 (April) monthly update. If you prefer not to have the migration take place in the 23.04  monthly update, please run the skipUpdate EPM Automate command to skip the 23.04 update.

  • If you were notified about your migration in February 2023, you must already have received your OCI instances. You should go through the optional migration steps, which include setting up SSO and IP Allowlist, and testing based on your requirements. See these information sources:
  • If you were notified about the migration of your environments in March 2023, you will receive your OCI instances in the beginning of April 2023.
  • If your environments are in the next wave of migration, you will be notified in the beginning of April 2023.

If you plan to use customer-managed migration, you should start this process as soon as possible. Customer-managed migration program is available until April 30, 2023. Oracle will not accept any service request for customer-managed migration starting May 1, 2023.

NOTE: At this time, the environments hosted in US-Gov and UK-Gov data centers are not eligible for migration to OCI.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Business Benefit: OCI provides you a purpose-built, best-in-class platform that is engineered from the ground up to run mission-critical databases, workloads, and business processes while providing end-to-end security. This new architecture delivers greater performance and reliability, and a number of EPM Cloud features that are not available in Classic EPM Cloud.

Steps to Enable

Review and follow instructions: EPM Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration in Oracle Enterprise Performance Management Cloud Operations Guide

Key Resources

EPM Automate Updates

A new version of EPM Automate is now available. This version introduces the archiveTmTransactions, exportConsolidationJournals, importConsolidationJournals, purgeArchivedTmTransactions, and validateConsolidationMetadata commands. Additionally, starting with this update, the roles required to run these commands have been updated to allow users other than Service Administrators to run them as long as they have the appropriate privilege: addUsers, assignRole, invalidLoginReport, removeUsers, roleAssignmentAuditReport, unassignRole, and updateUsers.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting.

archiveTmTransactions Command

This command archives matched transactions, including support and adjustment details in Account Reconciliation, that are equal to or older than a specified age. The matched transactions are recorded in a ZIP file. You use the purgeArchivedTmTransactions command to optimize the application size by purging archived match transactions.

exportConsolidationJournals Command

This command creates a .JLF file by exporting Consolidation Journals from a business process using a job defined in Financial Consolidation and Close.

importConsolidationJournals Command

This command imports consolidation journals from a .JLF file into a Financial Consolidation and Close business process. You create the .JLF file using the exportConsolidationJournals command.

purgeArchivedTmTransactions Command

This command purges archived matched transactions from the Account Reconciliation application. You use this command to purge the matched transactions that you archived using the archiveTmTransactions command to optimize the application size.

validateConsolidationMetadata Command

This command validates the metadata of the Financial Consolidation and Close environment to ensure an error free database refresh and consolidation. After importing metadata using the importMetadata command, run this command to validate the metadata. Your consolidation may fail if the consolidation metadata is inaccurate.

Updates to the Roles Required to Run Some User and Role Management Commands

The roles required to run these commands have been updated to allow users other than Service Administrators to run them if they have the appropriate privilege:

  • addUsers, removeUsers, and updateUsers commands can now be run any EPM Cloud user assigned to the Identity Domain Administrator role.
  • assignRole and unassignRole commands to assign and unassign predefined roles can now be run by Service Administrators (OCI) or by any EPM Cloud user assigned to the Identity Domain Administrator role (both Classic and OCI).
  • roleAssignmentAuditReport command can now be run by Service Administrators or by any EPM Cloud user assigned to the Identity Domain Administrator role. This command is applicable to OCI environments only.
  • invalidLoginReport command can now be run by any EPM Cloud user assigned to the Identity Domain Administrator role. This command is applicable to OCI environments only.

Business Benefit: The archiveTmTransactions and purgeArchivedTmTransactions commands help you optimize the size of Account Reconciliation business process by archiving and removing old matched transactions. The exportConsolidationJournals and importConsolidationJournals commands help you migrate consolidation Journals across Financial Consolidation and Close environments. The validateConsolidationMetadata command helps you ensure error free database refresh after importing consolidation metadata, which ensures the accuracy of the Consolidation process. Updates to the roles required to run user and role management commands allow you to spread the security administration workload across EPM Cloud users other than the Service Administrator and to align with the roles required to run similar commands and APIs from the Oracle Identity Console.

Key Resources

New Version of REST APIs for Managing Users

A new, simplified version of several REST APIs to Manage Users has been released. This new version contains all parameters in the payload and does not require URL encoding while calling the REST APIs. The new version is backward compatible, so no changes are needed for existing REST APIs.

In this release, the new version applies to these REST APIs:

  • Add Groups (v2)
  • Remove Groups (v2)

Additionally, starting with this update, the roles required to run the following REST APIs have been updated to allow users other than Service Administrators to run them as long as they have appropriate privileges:

  • Add Users to an Identity Domain
  • Remove Users from an Identity Domain
  • Add User's to a Predefined Role or Application Role (v1)
  • Add User's to a Predefined Role or Application Role (v2)
  • Remove User's Role Assignment (v1)
  • Remove User's Role Assignment (v2)
  • Update Users
  • Role Assignment Audit Report for OCI (Gen2) Environments
  • Invalid Login Report for OCI (Gen2) Environments

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Business Benefit: The new version of the REST APIs is easier to use, and does not require URL encoding. Updates to the roles required to run user and role management REST APIs allow you to spread the security administration workload across EPM Cloud users other than the Service Administrator and to align with the roles required to run the similar APIs from Oracle Identity Console.

Key Resources

Activity Report Now Includes Data Center Information

The Activity Report now includes information about the data center that hosts your environment. Examples of data center information available in the Activity Report: Data Center: Amsterdam (EM2) (Classic environments) and Data Center: eu-amesterdam-1 (OCI environments.)

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, Freeform, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Business Benefit: The Data Center information helps you identify where your environment is hosted.

Key Resources

Improved Usability for EPM REST API Compatibility Table and Quick Reference

These two EPM REST API topics now have enhanced usability to help you quickly find the information you need:

All of the information is still in one convenient location, but it is now easier to navigate to the REST API you want to use.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Business Benefit: You can now quickly jump to a specific group of REST APIs within each topic, saving you time and effort.

Tips And Considerations

Use these Implementation Best Practices to ensure success with your REST API projects.

Key Resources

Role And Privileges

  • Service Administrators

IMPORTANT Actions and Considerations

One-Week Lag Between Readiness Documents Live and Help Center Live

Because Oracle readiness documents (What's New and New Feature Summary) are live one week before the monthly update is applied to Test environments, some links to documentation included in the readiness documents will not work until after the Oracle Help Center update is complete when the monthly update is applied to Test environments.

EPM COMMON

EPM Cloud Plan to Discontinue Support for Non-Redwood Experience Themes

Oracle's Redwood UX Design is helping organizations improve user productivity, reduce training costs, and increase user satisfaction. As such, it has gained wide adoption across our Oracle Cloud user base. Within Cloud EPM the Redwood Theme has had significant adoption, and major new platform innovations over the past few years have primarily been released only within the Redwood theme. Going forward, future innovations in Cloud EPM and Redwood UX Design patterns are likewise targeted to be available within the Redwood theme only. In a future update (planned towards December 2023), Oracle EPM Cloud plans to support only the Redwood Experience theme. All non-Redwood themes are planned to be de-supported. Customers are advised to plan on shifting their user base to the Redwood Experience theme. All new implementations are recommended to be initiated with Redwood theme only.

More details are covered in this Cloud Customer Connect session in April 2023: EPM – Why You Should Be Using The Redwood Theme in EPM Cloud

This session covers why users should be adopting the Redwood theme, customizations available within the theme (such as company logo), and the future plans around non-Redwood themes for Cloud EPM.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

EPM Cloud Plan to Transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM)

EPM Cloud environments on OCI (Gen 2) will transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM) domains in the coming months. For information on IAM, see Overview of Identity and Access Management.

After this transition, existing IDCS administration and My Profile functionalities will remain the same, but will be hosted on Oracle Cloud Console. The Oracle Cloud sign-in page will have an updated design to match the latest Oracle Cloud design guidelines.

Please see Schedule - Identity Domains to Existing OCI Tenancies for the estimated schedule for introducing OCI IAM identity domains to different OCI regions.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Upcoming Change to Look and Feel of Help Center Books and Tutorials

In a future update, Oracle Help Center books and tutorials will have a new look and feel with new colors, layout, and social media links.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

ENTERPRISE DATA MANAGEMENT

Financials Cloud General Ledger Allow Duplicates Default Change

Starting in the March (23.03) update, when registering Financials Cloud General Ledger applications the default setting for Allow Duplicate Nodes on the Financial Setup screen has been changed to False.

Reference Dimensions Renamed to Lookup Dimensions

Starting in the March (23.03) update, Reference Dimensions in Enterprise Data Management Cloud have been renamed to Lookup Dimensions.

Ability to Request Increases in Enterprise Data Management Governor Limits

Starting in the March (23.03) update, you can submit a technical service request to increase the following internal Enterprise Data Management Cloud governor limits:

  • Maximum number of request items for specific types of requests
    • Subscription
    • Import
    • Load
    • Interactive
    • Consolidation
  • Maximum number of rows that can be added to a request attachment via the public API

Key Resources

Query Request API No Longer Returns Workflow Information for Requests by Default

In an upcoming release, when using the Query Requests API to retrieve summary information for requests, workflow information (such as request invitees, approvers, and commits) will no longer be returned by default for performance reasons. Instead, the option to return workflow information will be available via a parameter in the API.

Key Resources

  • Query Requests in REST API for Oracle Enterprise Data Management Cloud Service