March 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:

Overview

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Enterprise Data Management

EPM Common

EPM Automate Updates

A new version of EPM Automate is now available. This version introduces the getIdleSessionTimeout and setIdleSessionTimeout commands for managing the idle session timeout for EPM Cloud environments and makes the deployTaskManagerTemplate command applicable to Tax Reporting. Further, the  Additionally, the assignRole and unassignRole commands have been updated to allow users assigned to the Service Administrator role only to run them in OCI environments. This version also enables users assigned the combination of Power User predefined role and Migration Administrator application role to run migration related commands such as copyFileFromInstance, copySnapshotFromInstance, deleteFile, downloadFile, exportSnapshot, importSnapshot, listBackups, listFiles, renameSnapshot, restoreBackup, and uploadFile on Profitability and Cost Management 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.

Assigning and Unassigning Predefined Roles Using REST APIs in OCI Environments Requires Only the Service Administrator Role

Assigning and unassigning predefined roles using REST APIs in an OCI Environment now requires a user with only the Service Administrator role. Previously, the user issuing these REST APIs in an OCI environment required the Identity Domain Administrator role in addition to the Service Administrator role.

New Idle Session Timeout Migration REST APIs

New Set Idle Session Timeout and Get Idle Session Timeout REST APIs are available to set and get the idle session timeout of 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

OCI Migration: Oracle-Managed Migration Notifications Being Sent and Customer-Managed Migration Program Ends on April 30, 2023

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 has started sending notifications for Oracle-managed migrations. You will get notification specifying the schedule for migrating when your environments are scheduled for migration. If you get the notification, follow the instructions in the notification.

If you plan to use customer-managed migration, you should start this process as soon as possible. Customer-managed migration program is available until April 30, 2023. Oracle will not accept any service request for customer-managed migration starting May 1, 2023.

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

Features

Add Submitters of Original Requests as Collaborators to Consolidation Requests

When requests are consolidated, the submitters of the original requests can be automatically added as collaborators to the consolidation request.

Compare Profiles for Views

Saved compare profiles can be defined between viewpoints in views and run by any user of the view.

Download Files from Export and Extract History

Files created from previous exports and extracts are available for download from export and extract history in the user interface.

Excel and ZIP File Support for Viewpoint Load

Viewpoint loads support the use of XLSX and ZIP files as data sources in addition to the previously available CSV format.

External System Type for Universal Applications

Universal applications can be configured with an External System Type to provide more details on the external system being supported.

Merge Mode for Viewpoint Load

A Merge mode is available for viewpoint loads to process incremental changes in the form of request items in a Load request.

Node ID Properties in Numeric String Format

Additional Node ID properties are available for nodes to provide automatically generated unique identifiers for data records in external systems.

Node Selector Option to Display Other Properties

When inserting or moving a node in a viewpoint, you can choose to display different properties for nodes in the node selector dialog.

Notify on Status Change Option for Policies

Notification policies can be setup to notify policy users when the status of a request changes to In Flight or Completed.

Replay Subscriptions for Completed Requests

A Replay Subscription action is available for completed requests to reprocess any failed subscriptions for that request to ensure those changes are synchronized to the appropriate targets.

REST API to Assign Requests

A REST API endpoint is available to assign an existing request in the Submit stage to a different user to allow them to take further action.

Run Viewpoint Extracts from Reports Page

Viewpoint extracts for all views are available on the Reports page and can be easily run from there by users with at least Participant permission and Read data access to the viewpoint.

Run Viewpoint Loads in an Open View

A viewpoint load can be performed while browsing an open view as an alternative to initiating the load process from the Applications page.

Sequence Properties

Sequence properties offer the ability to populate a node property value with an automatically generated, incrementing sequence number.

Subscription Handling for Inserts When Added Node Is Excluded

Subscriptions configured with a node expression filter may exclude an added node under a certain parent but include inserts for the same node under other parents in a hierarchy viewpoint.

Time Labels

Time labels enable you to create point-in-time snapshots of your data for comparison, reporting, and analysis purposes.

Time Labeled Viewpoints

Time labeled viewpoints can be used to access data in node sets as of a historical point in time.

Workflow Column Set for Request Activity

Additional workflow information for requests can be displayed on the Requests page using the Select Column Set option.