- Revision History
- Overview
- Enterprise Data Management
-
- Enterprise Data Management
- EPM Common
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- OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Not Available Any Longer
- Virus Scan on Uploaded Files in OCI (Gen 2) Environments
- EPM Automate Updates
- REST APIs for Virus Scan in OCI (Gen 2) Environments
- REST API Updates Adding and Removing Users from an Identity Domain
- REST APIs for Groups and Roles Can Now Also Be Run with the Access Control Manager Application Role
- New EPM Center of Excellence Web Page
- Activity Report Now Includes Cloud Infrastructure and New Profitability and Cost Management Runtime Metrics
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- Features
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- Access Control Manager and Migration Administrator Roles
- Derived and Stored Default Type for Properties
- Determine Parent Node Type When Calculating Parent in Target Viewpoint
- Download Policy Audit Results to File
- Download Property Definitions to File
- Grant Multiple Permissions to Applications and Dimensions for Same User or Group
- Download Viewpoint Compare Results to File
- Hierarchy Set for Node Objects in Expressions
- Identify Extract Type from Dimension Inspector
- Identify Viewpoint Class from View Inspector
- Improved Subscription Handling for Insert and Property Update Actions
- Inspect Compare Profile from Compare Pane in Open View
- Metadata Manager Permission for Applications and Dimensions
- Private and Public Extracts for Dimension Viewpoints
- Replace Permissions and Policy Groups During Template Import
- Replay Subscriptions as View Owner
- Required Description for Requests in Specific Views
- REST API to Get Lineage of a Request
- Rolling Period Time Labels for Fiscal Year and Quarter End
- Selected Node Retained in Displayed Viewpoints for Requests
- Support for Oracle Enterprise Data Management Cloud in the Oracle Implementation Success Program
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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 |
|---|---|---|---|
| 22 JUN 2023 | Features | Support for Oracle Enterprise Data Management Cloud in the Oracle Implementation Success Program | Updated document. Delivered feature in June 2023 update. |
| 02 JUN 2023 | EPM Common | Virus Scan on Uploaded Files in OCI (Gen 2) Environments | Updated document. Revised feature description. |
| 02 JUN 2023 |
EPM Common |
EPM Automate Updates | Updated document. Revised feature description. |
| 25 MAY 2023 | Created initial document. |
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OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Not Available Any Longer
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 plans to migrate all Classic Commercial environments to OCI by the end of 2023 using monthly migration waves.
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
Virus Scan on Uploaded Files in OCI (Gen 2) Environments
Service Administrators can now enable virus scan on the files being uploaded to OCI (Gen 2) environments using the EPM Automate command or REST API introduced in this update. Scanning files before they are uploaded prevents the possibility of uploading viruses to the 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
A new version of EPM Automate is now available. This version introduces the getVirusScanOnFileUploads and setVirusScanOnFileUploads commands, which provide additional security to OCI (Gen 2) environments by allowing you to turn on virus scan on upload files. Scanning files before they are uploaded prevents the possibility of uploading viruses to the environment. Additionally, a new optional parameter messageType has been added to the validateModel command to record validation status and commands that are used to perform Access Control functions (assignRole, addUsertoGroups, addUserstoGroup, createGroups, deleteGroups, removeUserFromGroups, removeUsersFromGroup, roleAssignmentReport, unassignRole, and userGroupReport) have been enhanced so that they can also be run by users with the Access Control Manager application role. This new application role is available only for Oracle Enterprise Data Management Cloud at this time.
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.
REST APIs for Virus Scan in OCI (Gen 2) Environments
Two new REST APIs are available to provide additional security during file uploads in OCI (Gen 2) environments by allowing you to turn onvirus scan on the files being uploaded.. Set Virus Scan on File Upload enables/disables the virus scan on a file upload. Get Virus Scan on File Upload returns true or false depending on whether a virus scan on file upload has been enabled.
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
REST API Updates Adding and Removing Users from an Identity Domain
Two new version 2 REST APIs are available. Add Users to an Identity Domain (v2) adds users that are provided in the request payload. Remove Users from and Identity Domain (v2) removes the identity domain accounts that are provided in the request payload.
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
REST APIs for Groups and Roles Can Now Also Be Run with the Access Control Manager Application Role
REST APIs that perform access control functions with groups and roles have been enhanced so that they can also be run by users with the Access Control Manager application role. This role is available only for Oracle Enterprise Data Management Cloud at this time.
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
New EPM Center of Excellence Web Page
Visit the new EPM Center of Excellence web page to see the benefits of creating and running an EPM Center of Excellence (CoE), which promotes the most effective use of an EPM platform and helps you deliver better business results. Organizations, including many of our customers, have been adopting this CoE approach to ensure that they continue to get more value out of their investment in Cloud Enterprise Performance Management (EPM). A CoE is a best practice 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
Activity Report Now Includes Cloud Infrastructure and New Profitability and Cost Management Runtime Metrics
The Activity Report now lists the type of cloud infrastructure where the environment is hosted.
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
Access Control Manager and Migration Administrator Roles
Additional granular roles are available to enable the management of user access and perform migrations without requiring the Service Administrator role.
Derived and Stored Default Type for Properties
Node level properties can be configured with a Derived and Stored default type to calculate and store a value based on an expression.
Determine Parent Node Type When Calculating Parent in Target Viewpoint
When calculating the parent of a node in a hierarchy viewpoint, the parent could be of multiple node types.
Download Policy Audit Results to File
When auditing changes to workflow policies, policy audit results can be downloaded to an Excel file for offline reference or to share with other interested parties.
Download Property Definitions to File
Property definitions can be downloaded to an Excel file in a report format to offer visibility and comparison of property parameters across applications and node types.
Grant Multiple Permissions to Applications and Dimensions for Same User or Group
Users and groups can be granted multiple permissions to a selected application or dimension.
Download Viewpoint Compare Results to File
Viewpoint compare results can be downloaded to an Excel file for offline reference or to work with the results in an external format.
Hierarchy Set for Node Objects in Expressions
Hierarchy set information is accessible within an expression to allow for conditional logic based on the hierarchy set of a node in a viewpoint.
Identify Extract Type from Dimension Inspector
The extract type (Full or Incremental) is displayed for extracts on the Extracts tab of the Dimension inspector.
Identify Viewpoint Class from View Inspector
The viewpoint class (Normal or Time Labeled) is now available for viewpoints displayed on the Viewpoints tab of the View inspector.
Improved Subscription Handling for Insert and Property Update Actions
Subscriptions have been improved to ensure proper synchronization of changes.
Inspect Compare Profile from Compare Pane in Open View
Predefined compare profiles can be inspected from the Compare Viewpoints pane in an opened view.
Metadata Manager Permission for Applications and Dimensions
A Metadata Manager permission can be granted to users and groups to allow them to create, edit, and delete metadata objects without giving them access to data.
Private and Public Extracts for Dimension Viewpoints
Private extracts can be defined and run by any user with Participant permission or greater to a viewpoint.
Replace Permissions and Policy Groups During Template Import
Import options are available to control how changes to permissions and policy groups are applied during a template preview or import process.
Replay Subscriptions as View Owner
View owners can replay subscriptions for requests in their views which have one or more failed subscriptions.
Required Description for Requests in Specific Views
Views can be configured to require users to provide a description for requests they submit.
REST API to Get Lineage of a Request
A REST API endpoint is available to get the lineage of a specified request.
Rolling Period Time Labels for Fiscal Year and Quarter End
Rolling time labels can be defined using a Fiscal Quarter End or Fiscal Year End period type to enable dynamic, time labeled viewpoints based on a fiscal calendar.
Selected Node Retained in Displayed Viewpoints for Requests
When submitting and approving requests, displayed viewpoints now retain the currently selected node after a request has been transitioned or closed by the user.
Support for Oracle Enterprise Data Management Cloud in the Oracle Implementation Success Program
The Oracle Implementation Success Program (ISP) now supports Oracle Enterprise Data Management Cloud.