Cloud Readiness / Oracle Enterprise Data Management Cloud
What's New
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  1. March 2020 Update
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Enterprise Data Management Cloud
        1. Monthly Update Schedule
        2. Please Join Oracle Cloud Customer Connect
        3. Give Us Documentation Feedback
        4. Follow Us on Social Media
        5. Defects Fixed and Considerations
        6. New Video
    1. Features
        1. New Version of EPM Automate
  5. Upcoming Changes

March 2020 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes
27 FEB 2020   Created initial document.


This document outlines the upcoming Enterprise Data Management Cloud update.

Feature Summary

Column Definitions:

Features Delivered Enabled

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
(Features 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.

Action is Needed BEFORE Use by End Users
(Features 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.



UI or
Small Scale

UI or
Larger Scale*

Enterprise Data Management Cloud

New Version of EPM Automate

Upcoming Changes

Enterprise Data Management Cloud

Monthly Update Schedule

Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 23:00 UTC (15:00 PST) on Friday, March 6, 2020. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, March 20, 2020.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, March 6, 2020. Some of the links to new feature documentation included in this readiness document will not work until after the Oracle Help Center update is complete.

NOTE: Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server.

Please Join Oracle Cloud Customer Connect

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

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 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 Us on Social Media

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

Defects Fixed and Considerations

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

New Video

Happy sixth birthday EPM Cloud family! We’re celebrating, in an upcoming update, with a fresh look and feel, enhanced navigation, and an improved homepage experience.


New Version of EPM Automate

A new version of EPM Automate is now available. This version contains updates to the recreate and resetService commands as well as the new runTaskMangerReport and runSupplementalDataReport commands for Financial Consolidation and Close and Tax Reporting.


  • runTaskMangerReport command: Generates relational reports that display data from Task Manager. Relational reports are grouped as Non-Consolidation Reports in Financial Consolidation and Close and Tax Reporting.
  • runSupplementalDataReport command: Generates relational reports that display data from Supplemental Data Manager. Relational reports are grouped as Non-Consolidation Reports in Financial Consolidation and Close and Tax Reporting.


  • The recreate command has been enhanced to accept the EssbaseChange optional arameter, which allows you to upgrade or downgrade the current Essbase version in legacy Oracle Financial Consolidation and Close Cloud, Oracle Enterprise Planning and Budgeting Cloud and Planning and Budgeting Cloud Plus 1 environments.

  • The resetService command has been enhanced to accept the AutoTune optional parameter, which auto-tunes the environment before restarting it to ensure that Essbase caches are optimized for your application. This parameter is used only in environments that use Essbase such as  Planning, Planning Modules, Tax Reporting, and Financial Consolidation and Close.

Key Resources

Upcoming Changes


Happy sixth birthday EPM Cloud family! We’re celebrating with a fresh look and feel, enhanced navigation, and an improved homepage experience.

In the April 2020 update, there will be an enhanced interface with improved navigation and new themes including the default Sky Blue.

The following EPM Cloud business processes will adopt the new themes and enhanced interface:

  • Planning
  • Financial Consolidation and Close
  • Tax Reporting
  • Profitability and Cost Management
  • Account Reconciliation
  • Strategic Workforce Planning
  • Sales Planning
  • Narrative Reporting

NOTE: The new theme will be adopted by Enterprise Data Management in the May 2020 update.

The enhanced interface retains existing functionality and enhances your experience with a more modern look and feel and responsive design. The Welcome Panel and the Global Header readjust after resizing, which means less scrolling. An updated Welcome Panel features Announcements and Notifications. Arrows are available on the Home Page to help you navigate easily between the Springboard and infolet dashboard pages. A bigger Navigator Menu has improved usability, more themes for customization are included, and a bigger work area has more space to maneuver and provide better visibility. The interface is also more consistent with other Oracle products, such as Fusion Applications.

After the interface is released, all new customers will use the new lighter-colored Sky Blue theme, and existing customers will keep their current theme. You can switch themes using Tools, and then Appearance.

Watch this Cloud Customer Connect Webcast replay session to hear more highlights of important upcoming enhancements to EPM Cloud, including an updated user experience and other platform updates that are coming soon.

NOTE: If you are using third-party automation software to run regression tests on EPM Cloud, you may need to reassess, reconfigure, and retest your software’s test flows when this new interface is introduced.


Currently, the predefined role names displayed in the Access Control screens of EPM Cloud environments prefix the instance name to the role name in INSTANCE_NAME ROLE_NAME format. They are also stored in this format in the snapshots, making it difficult to migrate snapshots from one instance to another.

To facilitate the migration of security across EPM Cloud environments, Oracle plans to rename predefined role names displayed within EPM Cloud applications by removing the instance name prefix. For example, if the instance name is Planning1, predefined role names are Planning1 Service Administrator, Planning1 Power User, Planning1 User, and Planning1 Viewer, the new role names will be Service Administrator, Power User, User, and Viewer.

NOTE: This change does not affect how the role names are displayed in the MyServices customer portal.

This change won't impact customers who currently use predefined roles for managing application-level provisioning and access to artifacts. Oracle will ensure that all application role assignments and artifact security assignments are automatically updated after the roles are renamed. This change makes it easy to migrate EPM Cloud artifacts across environments.

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


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

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

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

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

Key Resources

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


EPM Mobile App is a downloadable application for the phone that is purpose built to perform approval actions for iOS and Android based phone devices. It was purpose built to help users perform Approval and Workflow activities. It is currently only supported for Oracle EPM Cloud for the Planning business process.

The terminal release of EPM Mobile App is September 2020.  EPM Mobile App will not be available for download in the Apple and iOS App Stores effective October 2020. Oracle’s strategic direction is to have customers use the Approval and workflow capabilities using the mobile browser interface on mobile devices.

Oracle will continue to support Oracle EPM Mobile App in its current supported versions until September 2020.  Oracle recommends that users using Oracle EPM Mobile App prepare to instead use the approval functionality using supported mobile browser in tablet devices.


Starting with a future update, emails originating from EPM Cloud applications will use instead of as the from address.

Emails from other Oracle Cloud sources, for example, New Account email sent from the Identity Domain, will continue to use the current From email addressses, for example,