February 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:

Date	Feature	Notes
30 JAN 2020		Created initial document.

Overview

This document outlines the upcoming Enterprise Data Management Cloud update.

Feature Summary

Enterprise Data Management Cloud

Monthly Update Schedule

Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 23:00 UTC (15:00 PST) on Friday, February 7, 2020. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 23:00 UTC (15:00 PST) on Friday, February 21, 2020.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, February 7, 2020. 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.

NOTE: 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.

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

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

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.

Defects Fixed and Considerations

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

Features

Argument Labels for Expression Methods

The Expression Builder provides labels for arguments of expression methods. The argument labels enable better readability and understanding of expression logic that uses methods with multiple arguments.

Key Resources

• Expression Builder Overview in Administering and Working with Oracle Enterprise Data Management Cloud

Copy Expression to Clipboard as Text

Expressions can be copied to the browser clipboard as text and pasted into a different client application such as an email, instant message, document, or web page. This enables expressions to be shared with other people outside of Enterprise Data Management Cloud.

Use the Copy Expression to Clipboard icon in the Expression Builder to copy the current expression.

Key Resources

• Building Expressions in Administering and Working with Oracle Enterprise Data Management Cloud

Siblings Attribute and Trim Method in Expressions

Siblings of a hierarchy node can be accessed in an expression to evaluate their data. The Siblings attribute is available for the Node object.

The following methods can be used to iterate through the list of siblings and return a value:

• Any
• Count
• Find

The Trim method is available for String data types in expressions to remove leading or trailing white space from string values.

Key Resources

• Data Types for Expression Terms in Administering and Working with Oracle Enterprise Data Management Cloud

Transform Node Name During Node Type Conversion

Node names for target viewpoints can be calculated when sharing, mapping, or synchronizing nodes across applications using a property transformation in a node type converter.

An expression is defined for the Name property in the converter to perform the calculation based on properties and relationships of the source node.

The calculated result is used for the name of the node in the target viewpoint.

Key Resources

• Property Transformations in Administering and Working with Oracle Enterprise Data Management Cloud

Derived Values and Property Transformations for Boolean Properties

Boolean data type properties can be configured with an expression to derive a value or transform a value for the property using custom business logic. Expressions for Boolean properties must return a true or false result.

Use the Derived default type for Boolean properties to derive property values for specific applications and node types.

Set up a property transformation for a Boolean property in a node type converter to calculate a value when sharing, mapping, and synchronizing nodes across applications.

Key Resources

• Derived Values in Administering and Working with Oracle Enterprise Data Management Cloud
• Property Transformations in  Administering and Working with Oracle Enterprise Data Management Cloud

Enhanced Comparison of Properties with Display Values

When comparing Boolean data type properties for nodes in viewpoints, the compare matches on the internal value instead of the configured display value (Yes/No, Y/N, T/F). This prevents mismatches when comparing Boolean properties with different display values using node type conversion.

When comparing String data type properties with a list of allowed values, the compare matches both on the Code and Display values in the list. This prevents mismatches when comparing String properties with different code/display values using node type conversion.

Key Resources

• Running Viewpoint Comparisons in Administering and Working with Oracle Enterprise Data Management Cloud

Expanded List of Invalid Characters for Properties

The Invalid Characters parameter for String and Memo properties offers an expanded list of special characters which can be selected. The additional characters include:

!"#$%&'()*+,-./:;<=>?@[\]^_`{|}~

If any of these characters are set up as invalid characters and are used in a value for the String or Memo property a validation issue occurs.

Change Parent for Invalid Request Item Using Drag and Drop

For request items that have a missing or invalid parent, you can drag and drop the request item from the Requests pane to a parent node in the viewpoint to change the parent for the item and resolve the issue. The drag and drop action is available in addition to the Change Parent menu item which was previously available.

Key Resources

• Working with Request Validation Issues in Administering and Working with Oracle Enterprise Data Management Cloud

Copy and Model After Node in Viewpoint

Nodes in a viewpoint can be copied to create new nodes based on a template of the node which was copied. Copying a node in a list viewpoint adds a new node and copies node-level properties. Copying a node in a hierarchy viewpoint adds a new node, inserts is under the current parent, and copies both node and relationship properties.

You can use the Model After action in a hierarchy viewpoint to copy a node and insert it under multiple parents. The Model After action adds a new node, inserts it under all parents of the modeled node in the viewpoint, and copies both node and relationship properties for all node instances.

The Copy and Model After actions are available for nodes in viewpoints when defining or editing request items in a request.

Key Resources

• Adding a Node to a List in Administering and Working with Oracle Enterprise Data Management Cloud
• Adding a Node to a Hierarchy in Administering and Working with Oracle Enterprise Data Management Cloud

Improved File Name Handling for Dimension Exports

When exporting an application dimension to a file, the default name of the file now generated in the format: Application Name_Dimension Name_Date. For example, Planning_Account_20200101.csv. The default file name can be overridden if necessary before running the dimension export.

The new default file name ensures that exports of different applications and dimensions being saved in the same file system location have unique file names and prevents file name conflicts during save.

Descriptive Flexfield Support for E-Business Suite General Ledger

Global and context-sensitive descriptive flexfields for E-Business Suite General Ledger can be managed for segment values in Enterprise Data Management Cloud.

Descriptive flexfields can be registered for E-Business Suite General Ledger applications and segments. The registration process creates additional descriptive flexfield properties for node types defined for the E-Business Suite General Ledger application or segment. Descriptive flexfield values are managed by these properties for nodes in viewpoints. Descriptive flexfield values can be imported and exported along with the segment values they are associated with.

Key Resources

• Working with E-Business Suite General Ledger Applications in Administering and Working with Oracle Enterprise Data Management Cloud

Subscription Filters Based on Actions and Expressions

Subscriptions configured for target viewpoints can be filtered with specific change actions performed in the source viewpoint or with an expression to check a particular data condition.

• The Actions filter is used to restrict the types of request actions which are synchronized from one viewpoint to another.
• The Condition filter is used to restrict which nodes are synchronized across viewpoints.

When generating subscription requests, request items from source viewpoints are limited to only those that satisfy the defined Actions and Condition filters. The request items for the target viewpoint are created from the filtered list. Request items for the source viewpoint which do not match the subscription filters are excluded from the subscription request and are not synchronized to the target viewpoint.

Key Resources

• Adding Filters and Conditions to Subscriptions in Administering and Working with Oracle Enterprise Data Management Cloud

Minimize and Restore Inspector Windows

You now have the ability to minimize an inspector window. This is helpful when you need to see data displayed behind the inspector.  You can only view data behind the inspector. You’ll need to restore and then close the inspector window to interact with the page behind it.

Updated Academy with New Videos

The Academy page has been updated with new categories and videos for Enterprise Data Management Cloud. This provides direct access to the latest Enterprise Data Management Cloud videos from the user interface instead of having to go to the Help Center to view them.

Key Resources

• Understanding the Home Page in Administering and Working with Oracle Enterprise Data Management Cloud

New Version of EPM Automate

A new version of EPM Automate is now available. This version contains new commands (AddUsertoGroups, RemoveUserFromGroups, ExportDimension, ExportDimensionMapping, ImportDimension, RunComplianceReport, and RunMatchingReport), as well as changes to some existing commands (ImportTmPremappedTransactions and Feedback). Additionally, starting this version, all command parameter names have been made case-insensitive.

NEW COMMANDS

New Commands for All Services

• AddUsertoGroups: Adds a user to existing groups in Access Control using an ANSI or UTF-8 encoded CSV file that was uploaded to the environment.
• RemoveUserFromGroups: Removes the membership of a user from the Access Control groups identified in an ANSI or UTF-8 encoded CSV file.

New Commands for Oracle Enterprise Data Management Cloud

• ExportDimension: Exports a dimension from an Oracle Enterprise Data Management Cloud application to a file.
• ExportDimensionMapping: Exports mapping rules of a specific Oracle Enterprise Data Management Cloud dimension for a location to create a mapping rule file.
• ImportDimension: Imports a dimension from a file into an Oracle Enterprise Data Management Cloud application.

New Commands for Account Reconciliation

• RunComplianceReport: Generates a report that is defined in Reconciliation Compliance.
• RunMatchingReport: Generates a report that is defined in Transaction Matching.

CHANGES TO EXISTING COMMANDS

• ImportTmPremappedTransactions: The importTmPremappedTransactions command, which applies to Account Reconciliation only, has been enhanced to support many date formats. This command now supports DD-MMM-YYYY, MM/dd/yyyy, dd/MM/yyyy, MM-dd-yyyy, d-M-yyyy, and MMM d.yyyy. Previously, this command supported only DD-MMM-YYYY as the date format.

• Feedback: The feedback command has been enhanced to accept the file optional parameter, which allows you to upload files while submitting feedback to Oracle. You can use this parameter to submit EPM Automate scripts and Fiddler traces to Oracle to help resolve the issue for which you are submitting the feedback.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • Installing EPM Automate
  • EPM Automate Commands

Service Instance Names Removed from Role Names Displayed in Access Control

Starting with this update, the predefined role names (Service Administrator, Power User, User, and Viewer) displayed in Access Control screens and reports will no longer be prepended with the service instance name.

Previously, Access Control screens (for example, the Manage Groups screen) and reports (for example, the Role Assignment Report) displayed the names of predefined  identity domain roles as groups in <service-name> <role name> format. For example, the User predefined role was displayed as Example User where Example is a service name. Starting with this release, only the role name will be displayed.

Reset the Service and Include a Comment Using REST APIs

When resetting the service with REST APIs, you can now include a comment about the reset. This helps you communicate with users.

Key Resources

• Restart the Service in REST API for Enterprise Performance Management Cloud

Role Information

• Service Administrators

Upcoming Changes

PREDEFINED ROLE NAMES AS EPM CLOUD KEY WORDS

Starting with an update in the near future, Oracle plans to treat the following predefined role names as EPM Cloud key words, which should not be used in the name of any custom artifacts that you create; for example, as a group name in Access Control.

• Service Administrator
• Power User
• User
• Viewer
• Planner
• System Administrator
• Application Administrator
• Library Administrator
• Reports Administrator

If you have any groups or artifacts named using these keywords, Oracle requests that you rename or delete them; else Oracle will rename them to ensure that there is no impact because of this change. For example, a group named Power User will be renamed as Power User1 without affecting the current role assignments. If you do not want Oracle to automatically rename such groups, you must rename them.

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

Key Resources

• Modifying Groups in Administering Access Control for Oracle Enterprise Performance Management Cloud