November 2022 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	Module	Feature	Notes
27 OCT 2022			Created initial document.

Overview

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.

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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.

Feature Summary

Enterprise Data Management

Enterprise Data Management

Monthly Update Schedule

Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, November 4, 2022.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on November 18, 2022.

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, November 4, 2022.

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 will be posted to My Oracle Support.

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.

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.

EPM Common

Migration from EPM Cloud Classic to OCI (Gen 2) for Commercial Data Centers Has Started

Oracle has a longstanding reputation for providing innovative technologies that empower organizations to meet their most demanding business needs. One of Oracle's latest advancements is Oracle Cloud Infrastructure (OCI). As the foundation of Oracle's second generation cloud, OCI is purpose-built, best-in-class platform for running enterprise applications. OCI 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 delivers 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.

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

Over time, Oracle plans to migrate EPM Cloud environments currently hosted in Classic commercial data centers to OCI. Two migration options are available; Oracle-managed migration and Customer-managed migration.

NOTE: At this time, the environments hosted in US-Gov and UK-Gov data centers are not eligible for migration to OCI.

Oracle-managed Migration

If you choose this option, Oracle will migrate your Classic environments to OCI in a more seamless manner compared to customer-managed migration, but with less flexibility and on a predefined schedule. In the coming months, Oracle will send a notification to all Service Administrators with the following information:

• A list of your current Classic environments.

• Domain names of the new environments in OCI (in most cases, the current domain names will be used).

• Location of OCI data centers where the environments will be created.

• The default Domain Administrator and Service Administrator email addresses on record with Oracle. These will be used as the Domain Administrator and Service Administrator for the new OCI environments.

You can change the Domain Administrator and Service Administrator emails by creating a service request containing the updated information. You cannot change the new domain name or OCI data center location. After collecting this information, Oracle will send another notification to all Service Administrators with the timeline of when the migration will occur for these environments.

With that timeline, Oracle will provide OCI environments equaling the current number of Classic environments. These OCI environments will use the domain names and OCI data centers provided earlier and will not have any application or users on them. You will have two months to set up Single Sign On (SSO) with your Identity Provider, configure IP allowlists for the OCI environments, and perform all required testing. You can use the Clone Environment feature or the cloneEnvironment EPM Automate command to migrate applications from Classic environments to OCI environments to test the applications. During this testing period, production updates and changes must be performed on the Classic environments.

Two months after providing you OCI environments for testing, Oracle will clone your OCI environments from Classic environments (this will override any test applications you already have on the OCI environments), change the DNS configuration so that the existing Classic service URLs are routed to OCI environments, and terminate Classic environments. Cloning of test environments will be done on the first Friday of the month in which your environments are scheduled for cloning. Cloning of production environments will take place on the third Friday of the same month.

This migration will be seamless; Oracle will migrate your application data, users, and other artifacts to the new OCI environments. Current URLs of Classic environments will redirect to the OCI environments. However, you will have new URLs for the My Services portal.

If you opt for Oracle-managed migration, you don’t have to do anything at this time.

Customer-managed Migration

Under this option, you use the instructions available in Oracle Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration Program in Oracle Enterprise Performance Management Cloud Operations Guide to request Oracle to provide OCI environments. This option enables you to specify the domain names of your choice for your environments. You can also specify the OCI data centers of your choice in the same geographical region where your Classic environments are hosted.

Oracle will provide you the new OCI environments equaling the current number of Classic environments. The OCI environments will have new service URLs. Your Classic environments continue to work at the same time.

After getting the OCI environments, you will have six months to complete the migration to OCI. You will setup Single Sign On (SSO) with your Identity Provider and configure IP allowlists for the OCI environments. Then, you will use the Clone Environment feature or the cloneEnvironment EPM Automate command to migrate applications from Classic environments to OCI environments and perform testing.

After successfully testing the application, based on your own schedule, you will use the Clone Environment feature or the cloneEnvironment EPM Automate command again to migrate the application, audit history, console job history, and all users from Classic environments to OCI environments. Since the OCI environments will have different URLs than the Classic environments, you will need to perform post-migration steps (for example, informing users about the new URLs, changing EPM Automate scripts and REST API scripts, Navigation Flows, and Smart View connections). See Tasks to Perform After Cloning Environments in Administering Migration for Oracle Enterprise Performance Management Cloud for a list of tasks to be performed after data migration.

After six months, Oracle will terminate your Classic environments. If your migration effort is finished before that, you can request Oracle to terminate your Classic environments by creating a service request.

This option affords you more flexibility and control of the migration process compared to Oracle managed migration. You will, however, have more migration tasks to perform too. If you plan to use this option, you should start this process as soon as possible.

Business Benefits: 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.

Key Resources

• Getting Started with Oracle Enterprise Performance Management Cloud for Administrators:
  • Configuring Single Sign-On
  • Setting up Secure Access

• Administering Migration for Oracle Enterprise Performance Management Cloud
  • Cloning EPM Cloud Environments

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • cloneEnvironment

New Simplified SKU Environments for Existing Legacy SKU Commercial Customers Now Provisioned in OCI (Gen 2) Data Centers

New orders of EPM Standard Cloud Service or EPM Enterprise Cloud Service from commercial customers with existing EPM Cloud legacy SKU subscriptions will now be provisioned in OCI data centers. New orders of EPM Standard Cloud Service or EPM Enterprise Cloud Service from commercial customers with existing EPM Standard Cloud Service or EPM Enterprise Cloud Service SKU subscriptions are already provisioned in OCI data centers. In general, the location of the data center type where your new environments are provisioned depends on the location of the data center of your current 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

Location of Newly Provisioned Orders for Classic and Legacy Customers

Status	Default Location of New Environments
New orders of EPM Standard Cloud Service or EPM Enterprise Cloud Service from existing commercial customers with current EPM Standard Cloud Service or EPM Enterprise Cloud Service environments in Classic data centers	OCI commercial region in the current geographical region
New orders of EPM Standard Cloud Service or EPM Enterprise Cloud Service from existing commercial customer with current legacy environments in Classic data centers	OCI commercial region in the current geographical region
Existing EPM Cloud Commercial customer with current environments in OCI regions	OCI commercial region in the current  geographical region
New EPM Cloud Commercial customer	OCI commercial region in the chosen geographical region
A US Government customer	Classic US-Gov data center (US008 or US009)
A UK Government customer	Classic UK-Gov data center (EM006 or EM007)
A EURA (European Union Restricted Region)customer	OCI Frankfurt region (eu-frankfurt-1)

Business Benefits: This strategy saves you time and effort involved in migrating these environments later to OCI data centers when your legacy SKU environments are migrated in the near future.

Key Resources

• Location of New Environments in Oracle Enterprise Performance Management Cloud Operations Guide

New Version of Migration REST APIs

A new, simplified version of several Migration REST APIs has been released. This new version contains all parameters in the payload and does not require URL encoding while calling the REST APIs. The new version is backward compatible, so no changes are needed for existing REST APIs.

Previously, the new version applied to these REST APIs: Copy to Object Store (v2), Copy from Object Store(v2), Send Email (v2), Delete File (v2), Run Recreate on a Service (v2), Restart the Service (v2), List Files (v2), Copy a File Between Instances (v2), Copy Application Snapshot (v2), Run Daily Maintenance While Skipping the Scheduled Daily Maintenance (v2), Get the Build Version and Daily Maintenance Window Time (v2), Set the Daily Maintenance Window Time (v2), Manage Permission for Manual Access to Database (v2), Skip Updates (v2), Set Encryption Key (v2).

Now, the new version applies to these additional REST APIs:

• LCM Import (v2)
• LCM Export (v2)
• Rename Application Snapshot (v2)
• Provide Feedback (v2)
• User Access Report (v2)
• User Audit Report (v2)
• Export Essbase Data (v2)
• Delete Files (v3)

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.

Key Resources

• Migration REST APIs in REST API for Oracle Enterprise Performance Management Cloud

Role And Privileges

• Service Administrators

Web Application Firewall (WAF) In OCI (Gen 2) Environments

In OCI (Gen 2) environments, Web Application Firewall (WAF) is now available out of the box. It protects EPM Cloud from variety of application layer attacks such as cross-site scripting and SQL injection.

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: WAF protects EPM Cloud from a variety of application layer attacks.

Key Resources

• Protection using Web Application Firewall (WAF) in OCI (Gen 2) Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Activity Report Enhanced with Version Status and Outline Warnings

Starting with this update, the Activity Report displays version status next to the EPM Cloud environment version. The version status is displayed only if the environment is not on the latest monthly update or weekly patch and indicates the reason for it. Additionally, with this update you can see an Outline Warnings table that indicates issues that would result in bad performance of forms and reports. Clicking on the warning takes you to EPM Cloud Operations Guide section, which helps you in fixing this issue.

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

Version Status

The top section of the report that lists information about your environment now identifies why the environment is not on the latest monthly update or weekly patch.

Values of Version Status and their descriptions are as follows:

Version Status	Description
Skip Update	Customer has issued a Skip Update command from EPM Automate or REST API. The environment will be merged back when the customer issues Skip Update remove command.
Temporary Config	Oracle has made a temporary configuration change in the environment. The environment will be merged back in a future monthly update automatically. No customer action is required.
Upgrade Delay	Customer has requested an Upgrade Delay. The environment will be merged back based on when customer has requested it to be merged back.
One-Off Patch	Customer has requested a one-off patch. The environment will be merged back when the same fix is in the main line code.

Outline Warnings

The Activity Report also contains an Outline Warnings table detailing information on the following types of warning:

• Level 0 members tagged as Dynamic Calc but without a formula
• Members tagged as Dynamic Calc with attached formula but aggregating children

Business Benefit:

• Version Status - Understand the reason why your environment is not on the latest monthly update or weekly patch.
• Outline Warnings - Identify and fix the issues that would result in bad performance of forms and reports.

Key Resources

• Oracle Enterprise Performance Management Cloud Operations Guide
  • Level 0 members tagged as Dynamic Calc but without a formula
  • Members tagged as Dynamic Calc with attached formula but aggregating children

• Information About Your Environment in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

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.

ENTERPRISE DATA MANAGEMENT

Description Column Is Removable From Viewpoint Download

Starting in 22.11, the Description column will not be included in a viewpoint download file if the Core.Description property is not displayed for any node type in the viewpoint.  Previously, it was always included in the file even when not used in the viewpoint.