Cloud Readiness / Oracle Fusion Cloud Enterprise Data Management
What's New
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  1. July 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 Cloud Platform
        1. New Look and Feel for Help Center Books and Tutorials
        2. Documentation Support for Using Oracle Identity and Access Management (IAM) and OAuth 2.0 Configuration
        3. OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Not Available Any Longer
        4. OAuth 2.0 Support for User Management EPM Automate Commands and REST APIs
        5. Simplified OAuth 2.0 Configuration in REST API for EPM Cloud
        6. Updates to the Activity Report
        7. Information on EPM Cloud HTTP Security Headers
  5. IMPORTANT Actions and Considerations

July 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 JUN 2023 EPM Cloud Platform Information on EPM Cloud HTTP Security Headers Updated document. Delivered feature in July 2023 update.
29 JUN 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 Cloud Platform

Documentation Support for Using Oracle Identity and Access Management (IAM) and OAuth 2.0 Configuration

OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Not Available Any Longer

OAuth 2.0 Support for User Management EPM Automate Commands and REST APIs

Simplified OAuth 2.0 Configuration in REST API for EPM Cloud

Updates to the Activity Report

Information on EPM Cloud HTTP Security Headers

>>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, July 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, July 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, July 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:

Join Oracle Cloud Customer Connect

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

To join, go to https://community.oracle.com/customerconnect/ and select Register in the upper right.

After you have joined and logged in, to access the forums (Categories), from the Cloud Customer Connect home page, select Categories, then Enterprise Resource Planning, and then make your selection under Enterprise Performance Management.

To ensure you are always in the know, confirm you have your notification preferences set for EPM Announcements as well as each Category you're following.

To set notification preferences for EPM Announcements, go to Categories, then Announcements, and then Enterprise Performance Management. Next, select the Notification preferences drop down.

To set notification preferences for each Category, navigate to the Category page and select the Notification preferences drop down. You must go to each category page separately and select the Notification preferences drop down.

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

Use the Readiness App available on the Oracle Cloud Application Update Readiness site to review information about features released for Oracle Cloud. The app provides an .xlsx file listing all features released for one or more Cloud product(s), module(s) and update(s) that you designate. The EPM Cloud Features tool will not be updated beginning in this update.

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 Readiness App includes features from Oct 2021 and later. The EPM Cloud Features tool includes EPM features from March 2018 through June 2, 2023 only.

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 Cloud Platform

New Look and Feel for Help Center Books and Tutorials

A new look and feel for Oracle Help Center books and some tutorials is live now. For example, see Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.  The new template incorporates feedback from customers, follows page design industry standards, and continues to lead the way for an extensive technical search.

Key features include:

  • Simplified layout: Increased visual priority on the content area of the page.
  • Wider pages: If you have a wide screen, your content area will expand to fill more of your screen.
  • Visual design updates: Updated user interface consistent with Oracle's brand design.
  • New features: Several new features including social sharing, prominent call to action buttons, and display of publication metadata.

Tip: if you experience issues accessing links to books on the Help Center, it could be related to this change. Clearing your browser cache should resolve this.

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 look and feel improves the user experience and makes the content more readily available.

Documentation Support for Using Oracle Identity and Access Management (IAM) and OAuth 2.0 Configuration

The Getting Started with Oracle Enterprise Performance Management Cloud for Administrators guide now contains information on how to use Oracle Cloud Infrastructure Identity and Access Management (IAM) to perform tasks related to managing security in EPM Cloud environments such as managing users and configuring single sign-on. For information on IAM, see Overview of Identity and Access Management. Additionally, the REST API for Oracle Enterprise Performance Management Cloud guide has been updated with instructions to support OAuth 2.0 configuration with IAM.

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: IAM provides a modern console to control access to your cloud resources.

Key Resources

OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Not Available Any Longer

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.

Oracle is 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 Wave 4 (April 2023 Migration Notification): The migration of application data and users from Classic to OCI environments and the DNS configuration change to route the existing Classic service URLs to OCI environments will occur in the 23.07 (July) monthly update. If you prefer not to have the migration take place in the 23.07  monthly update, please run the skipUpdate EPM Automate command to skip the 23.07 update.

  • If your environments are included in Wave 5 (May 2023 Migration Notification), you must already have received your OCI environments. 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 your environments are included in Wave 6 (June 2023 Migration Notification), you will receive your OCI environments in July 2023. Because your OCI environments may be provisioned at different times, you may not receive notification emails for all the environments at the same time.
  • If your environments are included in Wave 7, you will be notified on July 3, 2023.

For Migration waves schedule information, see EPM Cloud Classic to OCI Migration Schedule in Oracle Enterprise Performance Management Cloud Operations Guide.

Oracle is no longer accepting any service request for Customer-Managed Migration. If only some of your environments were migrated using Customer-Managed Migration, the remaining environments will be migrated using Oracle-Managed Migration.

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

OAuth 2.0 Support for User Management EPM Automate Commands and REST APIs

A new version of EPM Automate is available. Starting with this version, EPM Automate can use the OAuth 2.0 authentication protocol to access OCI (GEN 2) EPM Cloud environments to execute all user management commands, including addUsers, updateUsers, removeUsers, assignRole, unassignRole, importSnapshot, and cloneEnvironment, which could not be previously run using OAuth 2.0 authentication. EPM Cloud user management REST APIs can also use the OAuth 2.0 authentication to access OCI (Gen 2) EPM Cloud environments. These include Add Users to an Identity Domain (v1), Add Users to an Identity Domain (v2), Update Users, Remove Users from an Identity Domain (v1), Remove Users from an Identity Domain (v2), Assign Users to a Predefined Role or Application Role (v1), Assign Users to a Predefined Role or Application Role (v2), Remove Users' Role Assignment (v1), Remove Users' Role Assignment (v2), LCM Import (v1), LCM Import (v2), and Clone an Environment.

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 Benefits: The ability to work with OAuth 2.0 allows these commands and REST APIS to be added to automated scripts to perform administrative tasks without the need to use basic authentication.

Key Resources

Simplified OAuth 2.0 Configuration in REST API for EPM Cloud

The REST API documentation has been updated with a simplified OAuth 2.0 configuration in Authentication with OAuth 2 - Only for OCI (Gen 2) Environments in REST API for Oracle Enterprise Performance Management Cloud.

The topic also includes the answers to several new frequently asked questions.

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: This simplified OAuth 2.0 configuration saves you time in configuring OAuth 2.0, and the new frequently asked questions help you succeed with this process without the need to create a service request to get answers to the questions you face during OAuth 2.0 configuration.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

Access Requirements

  • Service Administrators

Updates to the Activity Report

The Activity Report has been enhanced to provide better navigation within the report using tabs that take you to the beginning of important sections. The information in the report is color coded to help you understand the type of information you are viewing currently. Additionally, the Activity Report has been enhanced to display Supplemental Data Manager design and runtime metrics.

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

Tabs in the Activity Report

The Activity Report has been enhanced with the User Interface, Hourly, Runtime, Application, Operational, and Usage tabs to help you navigate within the report. The information available in the report is color coded to match the color of these tabs to help you understand the type of information that is currently displayed.

Color Coded Tabs in the Activity Report

  • User Interface: Information about users who accessed the service such as number of users, top 7 user interface requests, and top 15 user interface requests based on execution time.
  • Hourly: Hourly metrics including those on average response time by hour, number of Essbase operations, and the number of user requests by hour.
  • Runtime: Runtime metrics for the application in your environment such as top 10 calculation scripts by average duration, top 10 most run calculations, and Essbase runtime metrics.
  • Application: Application design metrics including Essbase design metrics, application size, Essbase BSO and ASO cubes statistics.
  • Operational: Operational Metrics such as Daily Maintenance Duration in minutes.
  • Usage: Usage metrics including lists of most and least active users, and the Smart View and Microsoft Excel versions being used.

Supplemental Data Manager Design and Runtime Metrics

Two new tables listing Supplemental Data Manager runtime and design metrics are available in the Activity Report. These tables are illustrated in the following image:

Supplemental Data Manager Runtime and Design Metrics tables

Business Benefits: Tabs help you navigate to the beginning of important sections within the Activity Report. New Supplemental Data Manager metrics help you understand the  runtime and design parameters, which can be used to optimize your application.

Key Resources

Information on EPM Cloud HTTP Security Headers

The Getting Started with Oracle Enterprise Performance Management Cloud for Administrators guide has been updated with information on all secure HTTP request and response headers used in OCI (Gen 2) EPM Cloud 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: Secure HTTP Headers enhance security compliance by protecting EPM Cloud (Gen 2) data communication.

Key Resources

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 CLOUD PLATFORM

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

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

EPM Cloud environments on OCI (Gen 2) are transitioning 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 are hosted on Oracle Cloud Console. The Oracle Cloud sign-in page has an updated design to match the latest Oracle Cloud design guidelines.To learn more on what to expect with this transition, see Introducing OCI IAM Identity Domains: What customers need to know.

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