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 |
|---|---|---|
| 24 OCT 2019 | Created initial document. |
Enterprise Data Management Cloud, November Update
This document outlines the upcoming Enterprise Data Management Cloud update.
Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, November 1, 2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 23:00 UTC (15:00 PST) on Friday, November 15, 2019.
The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, November 1, 2019. 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!
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.
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Watch videos and learn about service capabilities, benefits and how to use key features.
Need to know who updated a request? Curious about when something was last modified? Want to know what changes were actually made? Now you can use audit to view transaction history.
The User Group Report is available starting with this update. This new report lists the direct or indirect membership of users assigned to groups in Access Control. Users are deemed to be direct members of a group if they are assigned to the group; users are considered indirect members when they are assigned to a group which is a child of another group. For each user assigned to a group, the report lists information such as the login ID, first and last name, email ID, and the name of groups to which the user is directly or indirectly assigned. The CSV version of the report indicates whether the user is directly or indirectly assigned to a group by using Yes or No.
NOTE: This report is not applicable for Account Reconciliation and Narrative Reporting.
New EPM Automate Utility Version
A new version of the EPM Automate Utility is available. This version contains the userGroupReport command, which generates a comma separated value file that lists the groups to which users are assigned in Access Control. The report indicates whether the user assignment to group is direct (as member of a group) or indirect (as member of a group that is a child of a nested group).
NOTE: The UserGroupReport command does not apply to Account Reconciliation.
Key Resources
Working with EPM Automate for Oracle Enterprise Performance Management Cloud
Planning Label in Migration Changed to Core
Starting with this update, Core replaces Planning in the artifact categories listing that is displayed when you access Migration. This change in the display label better reflects the type of artifacts available in this category and does not have any functional impact.
Label Change in Migration Categories
Group Export and Import Options Removed from Access Control
Oracle has removed the ability to export and import groups from Access Control. As a result of this change, the Export and Import buttons are no longer available in the Manage Groups screen. This change was made because the ability to import and export groups is available through Migration and EPM Automate. You should use Migration for interactive export and import of groups and EPM Automate for automated import and export of groups.
NOTE: Account Reconciliation does not use groups; it uses Teams instead.
New REST API to Generate a User Group Report
You can now use REST APIs to generate a User Group Report on users in the system and write the report to a provided file name. This report lists the direct or indirect membership of users assigned to groups. It can be downloaded using the Download REST API.
Key Resources
- Manage Users in REST API for Enterprise Performance Management Cloud.
Role Information
- System Administrators
Removal of Instance Name from Predefined Role Names
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 will not have any impact on 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.
Predefined Role Names as EPM Cloud Key Words
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
All Business Processes to Support an Identical Set of Predefined Roles
In an upcoming release, Oracle plans to implement the following predefined roles for Enterprise Data Management. Other EPM Cloud business processes already use this common set of predefined roles, which will become the standard set of predefined roles as a result of this change. This update will allow Oracle to address customer issues related to migrating services from current environments to EPM Standard Cloud Service and EPM Enterprise Cloud Service environments.
- Service Administrator
- Power User
- User
- Viewer
This change is automatic; you do not need to update current role assignments. If you have any concerns about this proposed change, please contact Oracle Support by submitting a service request which explains your concerns.
Enterprise Data Management Cloud will support two additional predefined roles, Power User and Viewer.
CAUTION: Do not assign the Power User and Viewer roles to Enterprise Data Management users because these roles do not assign any privileges to users.
Default Values for Node, Date, and Timestamp Display with Red Border
Valid default values for node, date, and timestamp properties may display a red border in the property pane indicating that the values are invalid. When this occurs you can still submit the request successfully.
Email Notifications in English
Subscription and workflow email notifications are displayed in English only.
Lookup sets cannot be archived.
After reverting overridden property parameters back to base parameter, the icon next to the parameter indicates that the property is still overridden or overridden values are reverted to blank instead of base values. When this happens, there is no way to change the values back to base values.
If an approval policy is set up for a user who does not have an email address specified, when that user is invited to approve a request, the email is not sent to that user or to the user who submitted the request. Use Access Control to assign email addresses to users.
Software issues addressed each month will be posted to My Oracle Support.