This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 27 MAY 2021 | Created initial document. |
This document outlines the upcoming Enterprise Data Management Cloud update.
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 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 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 |
UI or |
|
||
Enterprise Data Management Cloud
Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, June 4, 2021.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, June 18, 2021.
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, June 4, 2021.
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.
Fixed Issues and Considerations
Software issues addressed each month and considerations will be posted to My Oracle Support.
This provides visibility into EPM Cloud release contents.
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 EPM Cloud on YouTube, Twitter, Facebook, and LinkedIn.
These are great resources for the latest updates and information about EPM Cloud.
Updates to Getting Started with Oracle Enterprise Performance Management Cloud for Administrators for OCI (Gen 2)
The Getting Started with Oracle Enterprise Performance Management Cloud for Administrators Guide has been enhanced with topics that help you work in EPM Cloud environments supported on Oracle Cloud Infrastructure OCI (Gen 2).
Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Updated and newly added topics include the following:
- Activating an EPM Cloud Subscription (for First-time Customers and Reorders)
- Key Terms and Concepts
- Accessing My Services
- Accessing Oracle Cloud Identity Console
- Sample EPM Cloud URLs
- URL Syntax for Smart View Connections
- Creating Users
- Assigning Roles to Users
- Setting up Secure Access
- Using Vanity URLs
- Retrieving Data after Service Termination
Business Benefit: These new or updated topics help customers to use My Services (OCI) and Oracle Cloud Identity Console to manage EPM Cloud users and security.
Key Resources
REST APIs for EPM Cloud Now Support OAuth 2 on OCI (Gen 2)
You can now use OAuth 2 with REST APIs for EPM Cloud on Oracle Cloud Infrastructure (OCI).
Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Business Benefit: Using OAuth lets you use an OAuth token to log in to an EPM Cloud environment, obviating the need for basic authorization (using passwords).
Key Resources
- Authentication in REST API for Oracle Enterprise Performance Management Cloud
Role Information
- Service Administrators
Removal of Some Migration Options
Oracle has removed some unused or rarely used options from the Import Options screen in Migration.
Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
The Essbase Application options are no longer used in Migration. Default values are used instead of the Data Management - Skip Validation and Groups and Membership - Max Threshold options, as indicated in the following table:
Deleted Import Options and Default Replacement Values
| Migration Option | Import Default Value |
|---|---|
| Data Management - Skip Validation | False |
| Essbase Application - Overwrite Artifacts | N/A |
| Essbase Application - Restructure Cube | N/A |
| Groups and Membership - Max Error Threshold | 100 |
Changes in Import Options Screen
Business Benefit: The removal of these options streamlines the import process by removing unused settings.
Key Resources
- Setting Import Options in Administering Migration for Oracle Enterprise Performance Management Cloud
The Working with EPM Automate for Oracle Enterprise Performance Management Cloud guide has been enhanced by adding new sample scripts that help customers leverage Oracle Object Storage to copy the daily snapshots directly from EPM Cloud, and copy it back to EPM Cloud as needed.
Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Business Benefit: The new scripts help you automate the backing up of snapshots from EPM Cloud environments to Oracle Object Storage and the restoring of backup snapshots to EPM Cloud environments.
Key Resources
- Copying a Snapshot to or from Oracle Object Storage in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
Audit and User Reports Available in OCI (Gen 2)
In EPM Cloud on OCI (Gen 2) architecture, Identity Cloud Service provides you audit and login reports generated for preset ranges of 30, 60 or 90 days. Additionally, you can generate these reports for a custom date range. You can also download these reports as CSV files. The available reports include Application Access Report, Application Role Privilege Report, Successful Login Attempts Report, Unsuccessful Login Attempt Report, and Dormant Users Report.
Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
- Application Access Report shows which users accessed which applications and when.
- Application Role Privilege Report shows which users got assigned or unassigned to predefined roles in an environment. It also shows who assigned or unassigned them and when.
- Successful Login Attempts Report lists the users who successfully signed in and the providers they used to authenticate.
- Unsuccessful Login Attempt Report lists the users who failed to login, and the reasons why the failures occurred.
- Dormant Users Report lists the users who have not logged in since a predefined date.
You can also get these reports through IDCS REST APIs.
Business Benefit: These reports are highly requested by customers for accurate audit reporting.
Key Resources
- Accessing Audit and User Reports in Identity Cloud Service (for Oracle Cloud Infrastructure only) in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
The following videos have been updated.
Overview: Workflow Approvals in Enterprise Data Management
Updated to reflect the latest capabilities, this video orients you with the workflow process that you'll use to collaboratively submit and evaluate changes to enterprise data made through requests.
Incorporating Subscriptions Into Approval Workflows
Learn how to incorporate subscriptions into approval workflows to orchestrate consistent change across applications in Oracle Enterprise Data Management Cloud. The updated video reflects UI changes, new features, and differences in procedural steps.
Business Benefit: Videos provide overviews and step-by-step instructions to help you perform your related business activities.
IMPORTANT Actions and Considerations
Redwood Experience as Default Theme
Within the next few months, the Redwood experience will be the default theme upon creation or recreation of an EPM Cloud service, or upon creation or recreation of a business process/application for all POD instances (existing as well as new). Existing active services/business processes/applications will not be impacted. All migrations (i.e., LCM import/reimports of existing cloud applications) will honor the theme from the source/import file. You will be able to switch to an alternate non-Redwood experience theme from the Appearance page in the Tools cluster.
Loaner Program for Cloud Infrastructure Generation 2 Testing
Oracle EPM Cloud is now live on Oracle Cloud Infrastructure (OCI) Gen 2 environments. If you are interested in testing your application performance on an OCI Gen 2 environment, open a service request following the process at https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/tsepm/op_procs_loaner_envs.html and request for a loaner environment in an OCI Gen 2 data center for a duration of 30 days with the business justification as “Want to test application performance in an OCI Gen 2 data center”.
After you have performed the testing, submit Provide Feedback from the loaner environment. Create a service request using the normal support process, if you have any issues or feedback for the OCI Gen 2 environment.
For more information, see What is a Gen 2 Cloud?