August 2020 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:

Overview

This guide outlines the information you need to know about new or improved functionality in this update.

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Enterprise Data Management Cloud

Permissions and Policies Report

Permissions and policies reports provide a comprehensive view of permissions and policy types which have been assigned to users and groups across all applications. Reports can be filtered by data chain and permission. You can inspect data chain objects to view more details or make changes to the permissions and policies.

Subscriptions Report

Subscriptions reports provide a complete listing of subscriptions for all views and applications to easily identify which subscriptions have been defined. Subscriptions can be filtered by data chain or view. You can inspect a subscription from the report to view more details or make changes to it.

Conditional Approval Policies

Approval policies can be configured with filters to conditionally require approvals for request items which meet certain criteria. The Actions filter controls which request actions must be approved and the Node Condition filter controls the nodes which need to be approved for the policy. Additional approval policies can be created with different filters to handle conditional approvals of specific data sets by different users.

Create Map Bindings and Mapping Keys Moved to Bindings

Bindings used for managing mappings can be created for dimensions in the Dimension inspector. Also bound mapping viewpoints and mapping keys are now configured in the Binding inspector for a map binding.

Custom Application Type Renamed as Universal

The Custom application type has been renamed to Universal. The Universal application type provides the same functionality that the Custom type did previously. Universal applications are intended for use with integrated systems for which there is no packaged application type.

Custom Namespace for Properties in Universal Application Registration

New properties that are created for Universal type applications are defined in the Custom namespace only. This prevents potential conflicts with properties in other namespaces which originate from application registration for a different application type.

Derived Default Values for Data Storage Properties in EPM Cloud Applications

Default values for cube-specific Data Storage properties in EPM Cloud applications are now derived based on the primary Data Storage property. This setup allows the cube-specific properties to use the same value as the primary property without manual definition of values or additional configuration of expressions.

Disable Validations for Dimensions of Packaged Application Types

Validations that are included with packaged application types can be disabled to meet specific business needs. Validations can be individually disabled and re-enabled for each dimension of an application.

GreaterThan and LessThan Methods for Strings in Expressions

Additional methods are available for expression terms of a String data type to compare string values based on their alphanumeric sort order. This can be used to check whether a string is before, in between, or after another string value. The new methods are GreaterThan, GreaterThanOrEqual, LessThan, and LessThanOrEqual.

Hybrid Mode Support for EPM Cloud Applications

Hybrid Mode support can be enabled in application registration for an EPM Cloud application. This option configures additional properties for BSO cubes in the EPM Cloud application to be managed in Enterprise Data Management.

Import and Export Options for Null and Empty Values

Import and export options are available to better handle null and empty string values that are being imported or exported.

Improved Comparison of Null Values in Expressions

The Equals method available for several data types in expressions now handles the comparison of null values. When comparing two null values, the Equals method returns True. When comparing a null value and non-null value, the Equals method returns False.

Localized Email Notifications

Email notifications are translated to the language selected in the Language user preference for each user. If no language preference is set, the email content will be in the default language for the service.

Locations and AllAncestors for Node Object in Expressions

New expression fields are available for the Node and SourceNode objects to access information for shared nodes within an expression. Locations returns a list of shared node locations in a viewpoint. AllAncestors returns a list of ancestor nodes for all locations of a shared node in a viewpoint.

Move and Add Children to Predefined Members in EPM Cloud Dimensions

Nodes in EPM Cloud dimensions with Enterprise Predefined Member = True can be moved to different parents in the hierarchy and have child nodes added below them using requests.

Nested Derived Property Expressions

Derived property expressions can now reference other derived properties to evaluate and calculate values. Circular references between derived properties are prevented and expressions that have circular references cannot be saved.

Notification Policies for Completed Requests

Notification policies allow additional users to receive email notifications when requests are completed to make them aware of changes made to specific views and viewpoints. A notification policy can be set up for an application,dimension, node type, or hierarchy set.  Users and groups can be included in the notification policy. Filters are available to only send notifications for requests which meet specific conditions.

Out of Office Indicator on Home Page

An information icon is displayed on the Home page when the current user has set the Out of Office user preference. This indicator reminds the user the preference is set and that no requests are being assigned to them. You can access user preferences directly from the indicator to disable the setting.

Refresh Requests Pane in Open View

Requests displayed in the Requests pane for an open view can be refreshed to see request changes resulting from concurrent users of the same view. A Refresh button is available on the Requests pane to refresh requests on demand.

Search for Property Label in Properties Pane

In the Properties pane, you can search the properties of a selected node by the property label. This allows you to quickly find a particular property or multiple properties with a similar label.

Set Time Zone User Preference

A Time Zone user preference can be set to display dates and times in the user interface and email notifications in a specific time zone. This enables users in different geographic locations to view information in their preferred time zone.

Sibling Sort Order Property for Exports

The CoreStats.Sibling Sort Order property can be used with a Universal application dimension to output a numerical sort order for sibling nodes under a common parent node when exporting a hierarchy viewpoint. This sort order information can be used by another process to sort the hierarchy relationships for import into a target application to ensure the order is preserved.

Suppress Export of Descendants for Shared Members in EPM Cloud Dimensions

For nodes in EPM Cloud dimension viewpoints where the Data Storage property is Shared, descendants of the nodes in the hierarchy are excluded from dimension export results. This prevents issues when importing the dimension members into the EPM Cloud application.

User Profile Image Displayed on Pages and Inspectors

User profile images are displayed on pages and inspectors in the user interface where Created By and Modified By information is presented

Validate Dimension Viewpoints on Export

The Validate Before Export setting configured for a dimension can control whether viewpoints should be validated at the time of export. When exporting a dimension or mappings for an application, viewpoint validations can be run and if there are validation issues, you can decide whether to be warned or discontinue the export.

Visualize and Navigate to Locations for Selected Node in Viewpoint

The Locations tab identifies all locations of a selected node in a hierarchy viewpoint. Multiple locations for the same node can be visualized together and you can navigate to any location where a node exists. Locations are grouped by parent and can be viewed in a collapsed or expanded format. Property values for each location can be displayed to determine similarities or differences across locations.

EPM Automate Updates

A new version of EPM Automate with support for Narrative Reporting is available. Other changes in this version include support for encrypting the passwords used in the replay command and the removal of XLS as a report output format for the following commands affecting Consolidation and Close, Tax Reporting, and Account Reconciliation business processes.

• runComplianceReport
• runMatchingReport
• runSupplementalDataReport 
• runTaskMangerReport

New Topics in EPM Cloud Operations Guide

The Oracle Enterprise Performance Management Cloud Operations Guide has been enhanced with these additional topics:

• Enrolling in the Implementation Success Program
• Requesting Performance Validation
• Requesting Automated Regression Testing
• Requesting an Increase in Profitability and Cost Management Governor Limits
• Fixing Smart View Issues

IDENTITY_DOMAIN As a Required Parameter No Longer Needed for the EPM Automate Login Command

EPM Automate login command no longer requires the use of IDENTITY_DOMAIN as a required parameter. Instead of obtaining the identity domain name from the IDENTITY_DOMAIN parameter, EPM Automate calculates it automatically from the URL parameter. Any value you set for this optional parameter is ignored. Existing scripts that contain this value are not affected.