- Revision History
- Overview
- Feature Summary
- Enterprise Data Management
-
- Enterprise Data Management
- EPM Common
-
- 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
-
- Features
-
- 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
- Download Viewpoint Compare Results to File
- Grant Multiple Permissions to Applications and Dimensions for Same User or Group
- 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
-
- IMPORTANT Actions and Considerations
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 | Updated document. Revised a consideration. |
|
02 JUN 2023 |
EPM Common |
REST APIs for Groups and Roles Can Now Also Be Run with the Access Control Manager Application Role | Updated document. Revised feature description. |
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. |
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.
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 |
|
||
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 |
||||||
Determine Parent Node Type When Calculating Parent in Target Viewpoint |
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Grant Multiple Permissions to Applications and Dimensions for Same User or Group |
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Improved Subscription Handling for Insert and Property Update Actions |
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Replace Permissions and Policy Groups During Template Import |
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Support for Oracle Enterprise Data Management Cloud in the Oracle Implementation Success Program |
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Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, June 2, 2023.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, June 16, 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, June 2, 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.
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:
- Watch the webinar on Cloud Customer Connect: Creating and Running a Center of Excellence (CoE) for EPM Cloud
- Watch the videos: Overview: EPM Center of Excellence, Creating a Center of Excellence
- Get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence
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
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.
A new Readiness App is now available on the Oracle Cloud Application Update Readiness site. 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. 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 EPM Cloud Features tool, which contains EPM features from March 2018 through June 2, 2023 only, will not be updated after June 2, 2023. Use the Readiness app for features from Oct 2021 and onwards.
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.
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 3 (March 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 23.06 (June) monthly update. If you prefer not to have the migration take place in the 23.06 monthly update, please run the skipUpdate EPM Automate command to skip the 23.06 update.
- If your environments are included in Wave 4 (April 2023 Migration Notification), you must already have received your OCI instances. 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:
- Oracle-Managed Migration in Oracle Enterprise Performance Management Cloud Operations Guide
- Tasks to Perform After Cloning Environments in Administering Migration for Oracle Enterprise Performance Management Cloud
- If your environments are included in Wave 5 (May 2023 Migration Notification), you will receive your OCI instances in June 2023.
- If your environments are included in Wave 6, you will be notified on June 5, 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
- EPM Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration in Oracle Enterprise Performance Management Cloud Operations Guide
- Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
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 new 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
In any EPM Cloud business processes there are user-initiated procedures that require file upload, attachment, importing, or saving.
Some examples are:
- Uploading a file to load data into the application
- Attaching a file to a cell in a Planning form
- Uploading a doclet to a report package in Narrative Reporting
- Saving a file to the Library folders under Documents in Profitability and Cost Management
- Importing tasks into templates in Task Manager
- Uploading a photo image in User Preferences in any EPM Cloud business process
When virus scan is enabled, and a virus is detected in a file during an applicable supported operation, the file is not saved in the environment.
Business Benefit: Enabling virus scanning helps you enhance the security of your OCI (Gen 2) environment by ensuring that no one can upload infected files to the environment.
Steps to Enable
EPM Cloud Service Administrators enable virus scan using the new EPM Automate command or REST API described in EPM Automate Updates and REST APIs for Virus Scan in OCI (Gen 2) Environments.
Key Resources
- Virus Scan on Uploaded Files in OCI (Gen 2) Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud
- REST API for Oracle Enterprise Performance Management Cloud
A new version of EPM Automate is now available. This version introduces the getVirusScanOnFileUploads and setVirusScanOnFileUploads commands. These commands provide additional security during file uploads in OCI (Gen 2) environments by allowing you to turn on virus scan on the files being uploaded. 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. Also, commands that perform Access Control functions (assignRole, addUsertoGroups, addUserstoGroup, createGroups, deleteGroups, removeUserFromGroups, removeUsersFromGroup, roleAssignmentReport, unassignRole, and userGroupReport) have been enhanced so that they can be run also by users assigned to the Access Control Manager application role, which is a new role 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.
getVirusScanOnFileUploads Command
This command lists whether the virus scan on uploaded files is enabled on your OCI (Gen 2) environment.
setVirusScanOnFileUploads Command
This command enables the virus scan before a file is uploaded to an OCI (Gen 2) environment. Only virus free files are uploaded to the environment. By default, the virus scan is disabled.
New messageType for validateModel Command
The validateModel command for Enterprise Profitability and Cost Management has been enhanced with the messageType optional parameter. This parameter enables you to capture model validation status in the validation output file.
Updates to Access Control Group and Role Management Commands
The assignRole, addUsertoGroups, addUserstoGroup, createGroups, deleteGroups, removeUserFromGroups, removeUsersFromGroup, roleAssignmentReport, unassignRole, and userGroupReportand commands have been enhanced so that they can also be run by a user assigned to the Access Control Manager application role. This is a new role introduced in this monthly update only for Enterprise Data Management Cloud.
Business Benefit: The getVirusScanOnFileUploads and setVirusScanOnFileUploads commands help you enhance the security of your OCI (Gen 2) environment by ensuring that no one can upload infected files to the environment. Update to the validateModel command brings its behavior in line with screen-based model validation. Changes to the Access Control group and role management commands provide for delegation of duties so that a user who is not assigned to the Service Administrator predefined role can manage groups and roles.
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
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 on virus scan on the files being uploaded. Scanning files before they are uploaded prevents the possibility of uploading viruses to the environment.
- 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
Business Benefit: The Set Virus Scan on File Upload and Get Virus Scan on File Upload REST APIs help you enhance the security of your OCI (Gen 2) environment by ensuring that no one can upload infected files to the environment.
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
- REST API for Oracle Enterprise Performance Management Cloud
Access Requirements
- Service Administrators
REST API Updates Adding and Removing Users from an Identity Domain
Two new version 2 REST APIs are available for adding and removing users from an Identity Domain. Version 2 REST APIs contain all parameters in the payload and do not require URL encoding while calling the REST APIs. Version 2 REST APIs are backward compatible, so no changes are needed for existing REST APIs.
- Add Users to an Identity Domain (v2) adds users that are provided in the request payload.
- Remove Users from an 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
Business Benefit: The new version of the REST APIs is easier to use, and does not require URL encoding.
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
- Rest API for Oracle Enterprise Performance Management Cloud
Access Requirements
- Service Administrators
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
Business Benefit: Changes to the group and role REST APIs provide delegation of duties so that a non-Service Administrator can manage groups and roles.
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
- REST API for Oracle Enterprise Performance Management Cloud
- Managing Users
- Add Groups (v1)
- Add Groups (v2)
- Remove Groups (v1)
- Remove Groups (v2)
- Add Users to a Group (v1)
- Add Users to a Group (v2)
- Remove Users from a Group (v1)
- Remove Users from a Group (v2)
- Add a User to a Batch of Groups
- Remove a User from a Batch of Groups
- Role Assignment Report
- User Group Report
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).
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
Learn more:
- Use the checklist to create an EPM CoE.
- Understand the benefits and value proposition of a CoE.
- Build your business strategy.
Business Benefit: A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.
Tips And Considerations
Use the EPM CoE checklist to get started.
Key Resources
- Visit the Oracle EPM Center of Excellence page.
- Watch the webinars on Cloud Customer Connect:
- Watch the videos: Overview: EPM Center of Excellence and Creating an EPM Center of Excellence .
- Get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence.
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. The values of cloud infrastructures are:
- Classic
- OCI (Gen 2)
Business Benefit:
The addition of cloud infrastructure to the Active Report makes it easier for the customers to identify the type of cloud infrastructure in their environment.
The new Profitability and Cost Management runtime metrics are helpful in monitoring the environment and resolving any performance issues.
Key Resources
- Getting Started Guide for Administrators:
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. The Access Control Manager role provides the ability to manage groups and roles, and to and report on user security. The Migration Administrator role allows for importing and exporting migration snapshots and cloning of environments.
Business Benefit: Organizations that need certain users to manage access control and/or perform migrations without giving them the Service Administrator role can now do so.
Key Resources
- Understanding Application Roles and Permissions in Administering and Working with Oracle Enterprise Data Management Cloud
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. Property values are derived during a request and stored once a request has reached Completed status. Existing derived and stored property values are recalculated when clearing the value of the Derived and Stored property. Derived and stored properties can generate new values as part of a request, when importing a dimension, or during a viewpoint load.
Business Benefit: Property values which are derived and stored can be indexed for query purposes. They can also be derived from information in a hierarchy viewpoint and be accessible as stored values in a list viewpoint.
Key Resources
- Derived and Stored Properties in Administering and Working with Oracle Enterprise Data Management Cloud
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. To determine the appropriate node type, a node lookup is performed to identify an existing node in one of the node types for the viewpoint.
Business Benefit: This provides a way to determine the correct node type for a calculated parent in a hierarchy viewpoint in subscriptions, request file loads, and when creating request items from compare differences.
Key Resources
- Calculated and Stored Properties in Administering and Working with Oracle Enterprise Data Management Cloud
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.
Business Benefit: This information can be used in a governance process which monitors and controls policy enforcement within an organization.
Key Resources
- Auditing Policies in Administering and Working with Oracle Enterprise Data Management Cloud
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. You can either download all properties or an individual selected property. The file includes separate worksheets for property parameters, allowed values, invalid values, and expressions.
Business Benefit: This provides application owners and Service Administrators a way to download an offline listing of property definitions for reference purposes and an easy way to filter and visually compare property parameters at the base, application, and node type level.
Key Resources
- Downloading Property Definitions in Administering and Working with Oracle Enterprise Data Management Cloud
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. The file contains separate worksheets for the compare summary, missing nodes, different relationships, and different property values. Compare results of each type are included as separate rows in the file.
Business Benefit: This provides users a way to perform recurring comparisons in order to report on changes to data over time or to share the differences between applications with other stakeholders.
Key Resources
- Running Viewpoint Comparisons in Administering and Working with Oracle Enterprise Data Management Cloud
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. The permission report and audit pages now support multiple permissions to an application or dimension for the same user/group.
Business Benefit: This provides users the ability to manage metadata while having limited data access, which requires the combination of multiple permissions such as Metadata Manager and Participant.
Key Resources
- Inclusive and Additive Permissions in Administering and Working with Oracle Enterprise Data Management Cloud
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. The HierarchySet attribute on a Node object can be used to identify the hierarchy set of the current node, a related node in the viewpoint, or a source node.
Business Benefit: This enables expressions for calculated parents, derived properties, custom validations, and policy filters to behave differently based on the hierarchy set of a viewpoint.
Key Resources
- Node Data Type in Administering and Working with Oracle Enterprise Data Management Cloud
Identify Extract Type from Dimension Inspector
The extract type (Full or Incremental) is displayed for extracts on the Extracts tab of the Dimension inspector.
Business Benefit: This enhancement helps users identify the extract type when browsing extracts for a dimension, which is helpful when determining which extract to select or whether a new extract needs to be created.
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.
Business Benefit: Displaying the viewpoint class enables users to quickly identify which viewpoints in a view are normal vs. time labeled.
Improved Subscription Handling for Insert and Property Update Actions
Subscriptions have been improved to ensure proper synchronization of changes in the following scenarios:
- Added nodes in source viewpoint which already exist in the target node type and should be inserted into the target viewpoint
- Inserted nodes in source viewpoint which do not exist in the target node type and need to be added to the target viewpoint
- Property updates from a hierarchy viewpoint to a list viewpoint when using a top node filter
Business Benefit: In these exceptional cases, this improvement helps subscriptions to properly synchronize the changes from a source viewpoint to target viewpoints.
Inspect Compare Profile from Compare Pane in Open View
Predefined compare profiles can be inspected from the Compare Viewpoints pane in an opened view. This allows for easy access to the details of the compare profile and enables view owners to quickly modify the compare parameters if necessary.
Business Benefit: When performing viewpoint comparisons, it is helpful to access the details of a selected compare profile and make changes to the compare parameters to return different results.
Key Resources
- Running Viewpoint Comparisons in Administering and Working with Oracle Enterprise Data Management Cloud
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. Metadata Manager permission can be assigned at the application or dimension level. This permission allows for administration of all metadata objects in an application or dimension including node types, hierarchy sets, converters, custom validations, permissions, and policies. Metadata managers must be granted an additional permission in order to give them access to data in the application or dimension.
Business Benefit: This enhancement provides the ability to grant users and groups permissions at a more detailed level. For example, a user may need to manage metadata in an application but should not be able to access the data within it or delete the application.
Key Resources
- Inclusive and Additive Permissions in Administering and Working with Oracle Enterprise Data Management Cloud
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. Public extracts can only be defined by users with Owner or Metadata Manager permission to a dimension. New extracts are created as private and can be separately promoted to public after creation as necessary. Global connections can only be used in public extracts. Pre-existing extracts which were previously created are upgraded to public extracts.
Business Benefit: This provides users who have Participant permission for browsing or editing data in viewpoints the ability to define and run their own extracts from those viewpoints.
Key Resources
- Understanding Extract Type and Scope in Administering and Working with Oracle Enterprise Data Management Cloud
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. By default, new permissions and policy groups from the source template are merged with existing permissions and policy groups in the target environment. A Replace Permissions option can be used to replace existing permissions in the target environment with those from the source template. A Replace Policy Groups option allows for existing policy groups to be replaced with those from the template. The template import options are available on the Templates page of the user interface and the REST API.
Business Benefit: This feature provides a way to ensure that user and group permissions are the same across multiple Enterprise Data Management environments such as Test and Production. It also provides a way to ensure that users and groups assigned to workflow policies are consistent across these environments.
Key Resources
- Working with Templates in Administering and Working with Oracle Enterprise Data Management Cloud
Replay Subscriptions as View Owner
View owners can replay subscriptions for requests in their views which have one or more failed subscriptions. Previously, only service administrators were able to replay subscriptions for an original request.
Business Benefit: This feature provides more granular control over who can resolve configuration issues with subscriptions.
Key Resources
- Viewing Request Lineage in Administering and Working with Oracle Enterprise Data Management Cloud
Required Description for Requests in Specific Views
Views can be configured to require users to provide a description for requests they submit. When a request description is required, a default description is not generated for interactive requests and the submitting user needs to provide one instead. Placeholder text can be customized to instruct users on the type of information which should be included in the description of requests for a specific view.
Business Benefit: This feature enables you to specify that for certain types of requests, summary information such as a business justification are required in order to comply with governance procedures and to secure the necessary approvals.
Key Resources
- Inspecting a View in Administering and Working with Oracle Enterprise Data Management Cloud
REST API to Get Lineage of a Request
A REST API is available to get the lineage of a specified request. This REST API can be used to determine whether subscriptions for an original request synchronized changes to other viewpoints, and to identify the target applications which were affected.
Business Benefit: This feature enables automated integration processes to incrementally import data from a source application, synchronize the changes to target applications using subscriptions, and then export those changes to the appropriate external systems.
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
- Get the Lineage of a Request in REST API for Oracle Enterprise Data Management Cloud Service
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. A Fiscal Year End Month system setting is available to configure the end month of an organization's fiscal calendar.
Business Benefit: This feature provides the ability to analyze periodic snapshots of data based on a fiscal calendar instead of the Gregorian calendar.
Key Resources
- Creating, Editing, and Deleting Time Labels in Administering and Working with Oracle Enterprise Data Management Cloud
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. In previous releases, the displayed viewpoints would be refreshed and the selected nodes would not be preserved.
Business Benefit: In situations where a user is working with multiple requests, this enhancement retains the current position in the displayed viewpoints so that users don't have to re-navigate manually after a request is submitted, approved, or closed.
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.
Business Benefit: ISP is a customer-focused initiative that strives to significantly increase the success rate of Oracle Enterprise Data Management Cloud implementations.
Key Resources
- Enrolling in the Implementation Success Program in the Oracle Enterprise Performance Management Cloud Operations Guide
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 COMMON
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
Plan to Transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM)
EPM Cloud environments on OCI (Gen 2) will transition 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 will be hosted on Oracle Cloud Console. The Oracle Cloud sign-in page will have 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
Upcoming Change to Look and Feel of Help Center Books and Tutorials
In a future update, Oracle Help Center books and tutorials will have a new look and feel with new colors, layout, and social media links.
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
ENTERPRISE DATA MANAGEMENT
Query Request API No Longer Returns Workflow Information for Requests by Default
Starting in this update, when using the Query Requests API to retrieve summary information for requests, workflow information (such as request invitees, approvers, and commits) is longer returned by default for performance reasons. Instead, the option to return workflow information is available via a parameter in the API.
Key Resources
- Query Requests in REST API for Oracle Enterprise Data Management Cloud Service
Parameter Change in Get Viewpoints in a Given View REST API
Starting in this update, the Get the Viewpoints in a Given View REST API endpoint accepts a new “permissions” parameter to get viewpoints for a user with one or more specified permissions. The original “permission” parameter, which supports only a single permission, is now deprecated.
Key Resources
- Gets the viewpoints in the given view in REST API for Oracle Enterprise Data Management Cloud Service
User Interface Components Upgraded
User interface components were upgraded to provide functional improvements and consistency with the Redwood experience. The following areas of the user interface were affected:
- Viewpoint grid and tree in an open view
- Application registration
- Request inspector
- Navigation lists and filter bars
- Editors for text, date, and numeric input
- Selectors for lists of values