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 |
|---|---|---|---|
| 26 OCT 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 |
|
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OCI Migration: Oracle-Managed Migration Ending; Customer-Managed Migration Not Available Any Longer |
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Support Region Specific SPF Records for Email Delivery On OCI |
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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:
- Visit the EPM Center of Excellence web page to learn about the benefits.
- Watch the webinars on Cloud Customer Connect: Creating and Running a Center of Excellence (CoE) for EPM Cloud and Planning Your Success with EPM Center of Excellence.
- 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
Join Oracle Cloud Customer Connect
Please take a moment to join Cloud Customer Connect and its EPM Cloud forums. Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. It's where you will find the latest release information, discussion forums, upcoming events, and answers to use-case questions. Joining takes just a few minutes. Join now!
To join, go to https://community.oracle.com/customerconnect/ and select Register in the upper right.
After you have joined and logged in, to access the forums (Categories), from the Cloud Customer Connect home page, select Categories, then Enterprise Resource Planning, and then make your selection under Enterprise Performance Management.
To ensure that you are always in the know, confirm that you have your notification preferences set for EPM Announcements as well as each Category you're following.
- To set notification preferences for EPM Announcements, go to Categories, then Announcements, and then Enterprise Performance Management. Next, select the Notification preferences drop down.
- To set notification preferences for each Category, navigate to the Category page and select the Notification preferences drop down. You must go to each category page separately and select the Notification preferences drop down.
NOTE: The Settings and Actions menu 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.
TIP: Bookmark the Enterprise Performance Management Resource Center to quickly find useful information on all things EPM. As a community member, you have access to important product announcements, best practices, known issues, training highlights, and more.
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.
Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, November 3, 2023.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, November 17, 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, November 3, 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.
Use the Readiness App available on the Oracle Cloud Application Update Readiness site to review information about features released for Oracle Cloud. 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. The EPM Cloud Features tool will not be updated beginning in this update.
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 Readiness App includes features from Oct 2021 and later. The EPM Cloud Features tool includes EPM features from March 2018 through June 2, 2023 only.
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.
New Resources for Your EPM Center of Excellence
To help you make the most of EPM Cloud, we've provided valuable new resources in the EPM Center of Excellence (CoE), including these new assets:
- Oracle Playbook for Financial Excellence
- Oracle Playbook for Operational Excellence
- EPM Environmental, social, and governance (ESG) sustainability information
Find blogs, videos, and documentation at the dedicated EPM CoE web page. Contact us at epmcoe_ww@oracle.com if you have questions, or if you'd like help with starting your own EPM Center of Excellence.
A CoE is a best practice for Cloud EPM. An EPM CoE is a unified effort to ensure adoption and best practices. It promotes the most effective use of Cloud EPM and helps you deliver better business results.
Learn more:
- Use the checklist to create an EPM CoE.
- Understand the benefits and value proposition of a CoE.
- Build your business strategy.
- Go to the Oracle EPM Center of Excellence web page.
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: A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.
Key Resources
- Watch the webinars on Cloud Customer Connect: Planning Your Success with EPM Center of Excellence and Creating and Running a Center of Excellence (CoE) for EPM Cloud
- 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
- Learn more and contact us on the Oracle EPM Center of Excellence web page
Oracle Cloud Infrastructure Migration
OCI Migration: Oracle-Managed Migration Ending; 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 has been migrating all Classic Commercial environments to OCI and will finish this activity during this monthly update.
Oracle has sent notifications for Oracle-managed migrations specifying the migration schedule. By now, you must have received notifications for all Classic Commercial environments that were not scheduled for migration in earlier waves or migrated through the Customer-Managed Migration option. Follow the instructions in the notification. For Migration waves schedule information, see EPM Cloud Classic to OCI Migration Schedule in the Oracle Enterprise Performance Management Cloud Operations Guide.
For customers whose environments were included in Wave 8 (August 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 23.11 (November) monthly update. You cannot use the skipUpdate EPM Automate command, the Skip Updates REST API or a service request to Oracle to delay this migration.
Wave 8 is the last migration wave. If your environments are included in this wave, data and user migration on the test environments will take place during the first daily maintenance that occurs at or after 22:00 UTC on Friday, November 3, 2023. Data and user migration on the production environments will take place during the first daily maintenance that occurs at or after 22:00 UTC on Friday, November 17, 2023.
-
If the Classic environment is on a one-off patch not merged in 23.11: The migration of the Classic environment to OCI environment will occur during the 23.11 update. The resulting OCI environments will then have the same one-off patch as the Classic environment.
-
If you are skipping the 23.11 monthly update on a Classic environment (by using the skipUpdate EPM Automate command, the Skip Updates REST API, or by submitting a service request to Oracle): The migration of this Classic environment to OCI environment will still occur during the 23.11 update. The resulting OCI environment will then have the same monthly update as the Classic environment; skip update will be active on this OCI environment.
All Customer-Managed Migrations must finish by these deadlines:
- Amsterdam (EM2) Data Center: End of October 2023. Oracle is terminating Classic environments in the Amsterdam (EM2) Data Center in November 2023.
- All other data centers: End of November 2023. Oracle will terminate Classic environments in other data centers in December 2023.
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
Standardized Application Role Names
In this update, application role names have been standardized across EPM Cloud. Here are the changes:
| Existing Application Role Name | New Application Role Name |
|---|---|
| Access Control Manager | Access Control - Manage |
| Ad Hoc Grid Creator | Ad Hoc - Create |
| Ad Hoc Read Only User | Ad Hoc - Read Only User |
| Ad Hoc User | Ad Hoc - User |
| Announcements Manage | Announcements - Manage |
| Application Creator | Application - Create |
| Approvals Administrator | Approvals - Administer |
| Approvals Ownership Assigner | Approvals - Assign Ownerships |
| Approvals Process Designer | Approvals - Design Process |
| Approvals Supervisor | Approvals - Supervise |
| Auditor | Audit |
| Clear POV Data | POV Data - Clear |
| Consolidation Journals - Approve | Consolidation Journals - Approve |
| Consolidation Journals - Auto-Post After Approval | Consolidation Journals - Auto-Post After Approval |
| Consolidation Journals - Create | Consolidation Journals - Create |
| Consolidation Journals - Manage Periods | Consolidation Journals - Manage Periods |
| Consolidation Journals - Post | Consolidation Journals - Post |
| Consolidation Journals - Submit | Consolidation Journals - Submit |
| Consolidation Journals - Un-Post | Consolidation Journals - Un-Post |
| Copy POV Data | POV Data - Copy |
| Create/ Edit Rule | Rule - Create/Edit |
| Create Integration | Data Integration - Create |
| Create Model | Model - Create |
| Create POV | POV- Create |
| Create Profit Curve | Profit Curve - Create |
| Data Integration Administrator | Data Integration - Administrator |
| Delete Calculation History | Calculation History - Delete |
| Delete Model | Model - Delete |
| Delete POV | POV - Delete |
| Delete Rule | Rule - Delete |
| Documents - Manage | Documents - Manage |
| Drill Through | Data Integration - Drill Through |
| Edit POV Status | POV Status - Edit |
| Edit Profit Curve | Profit Curve - Edit |
| Manage Alert Types | Alert Types - Manage |
| Manage Announcements | Announcements - Manage |
| Manage Data Loads | Data Loads - Manage |
| Manage Organizations | Organizations - Manage |
| Manage Periods | Periods - Manage |
| Manage Profiles and Reconciliations | Profiles and Reconciliations - Manage |
| Mass Allocation | Application - Mass Allocate |
| Mass Edit of Rules | Rules - Mass Edit |
| Migration Administrator | Migrations - Administer |
| Reconciliation Commentator | Reconciliation - Commentator |
| Reconciliation Manage Currencies | Currencies - Manage |
| Reconciliation Manage Dashboards | Dashboards - Manage |
| Reconciliation Manage Public Filters and Lists | Public Filters and Views - Manage |
| Reconciliation Manage Reports | Reports - Manage |
| Reconciliation Manage Teams | Teams - Manage |
| Reconciliation Manage Users | Users - Manage |
| Reconciliation Preparer | Reconciliation - Preparer |
| Reconciliation Reviewer | Reconciliation - Reviewer |
| Reconciliation View Jobs | Jobs - View |
| Reconciliation View Profiles | Profiles - View |
| Run Calculation | Calculation - Run |
| Run Integration | Data Integration - Run |
| Run Profit Curve | Profit Curve - Run |
| Run Rule Balancing | Rule Balancing - Run |
| Run Trace Allocation | Trace Allocation - Run |
| Run Validation | Model Validation - Run |
| Task List Access Manager | Task List - Manage Access |
| Task Manager - Approver | Task Manager - Approver |
| Task Manager - Assignee | Task Manager - Assignee |
| Task Manager - Manage Artifacts | Task Manager - Artifacts - Manage |
| Task Manager - Manage Dashboards | Task Manager - Operational Dashboards - Manage |
| Task Manager - Manage Public Filters and Lists | Task Manager - Public Filters and Views - Manage |
| Task Manager - Manage Reports | Task Manager - Custom Reports - Manage |
| Task Manager - Manage System Services and Settings | Task Manager - System Services and Settings - Manage |
| Task Manager - Manage Tasks | Task Manager - Tasks - Manage |
| Task Manager - Manage Users and Teams | Task Manager - Users and Teams - Manage |
| Task Manager - View Audit | Task Manager - Audit - View |
| View Audit | Audit - View |
| View Calculation History | Calculation History - View |
| View Creator | Views - Create |
| View Model | Model - View |
| View Periods | Periods - View |
Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Business Benefit: With standardized application role names, the functionality assigned to the user with an application role is easier to understand.
Key Resources
In Administering Access Control for Oracle Enterprise Performance Management Cloud, see:
- Account Reconciliation
- Enterprise Profitability and Cost Management
- Planning, Financial Consolidation and Close, Tax Reporting
- Profitability and Cost Management
- Oracle Enterprise Data Management Cloud
Support Region Specific SPF Records for Email Delivery On OCI
Oracle publishes the Sender Protection Framework (SPF) policy that identifies the Oracle server IP addresses and subnets that are permitted to send cloud services emails. With this update, In OCI (Gen 2), you can add regions in your SPF records based on where your environment is located.
Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
| Americas |
v=spf1 include:rp.oracleemaildelivery.com ~all |
| Asia/Pacific |
v=spf1 include:ap.rp.oracleemaildelivery.com ~all |
| Europe |
v=spf1 include:eu.rp.oracleemaildelivery.com ~all |
| All Commercial Regions |
v=spf1 include:rp.oracleemaildelivery.com include:ap.rp.oracleemaildelivery.com include:eu.rp.oracleemaildelivery.com ~all |
Business Benefit: You can use the SPF policy information to assess the validity of the messages to determine whether or not to accept them. Additionally, you can use the information as a part of the message protection services.
Key Resources
- Configuring SPF Record for Oracle Fusion Cloud EPM Email Verification in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
A new tutorial is available:
Calculating and Storing the Parent of a Node
This 15-minute hands-on tutorial shows you how to define expressions to calculate a parent and then store that value for each request action where the parent cannot be found based on a property of the source node.
Business Benefit: Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.
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.
This update includes Important Actions and Considerations for:
- EPM Cloud Platform
- Enterprise Data Management
EPM CLOUD PLATFORM
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. Customers are encouraged to deploy their applications using Redwood theme only.
Customers are encouraged to watch the 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.
Effective during the first quarter of 2024 (subject to change, safe harbor applies), the Redwood Experience will offer a default Oracle theme and these two additional appearance options: Custom Light and Custom Dark. Appearances of all EPM Cloud environments that currently use the Redwood Experience will automatically be shifted to either the default Oracle theme or the Custom Dark theme based on currently deployed background appearance of these environments.
Environments that have not deployed Redwood Experience will not currently be impacted by this change. In an update planned for the second quarter of 2024, Oracle will automatically migrate these environments to use the Redwood Experience.
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
Transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM)
EPM Cloud environments on OCI (Gen 2) are transitioning from Identity Cloud Service (IDCS) to Identity and Access Management (IAM) domains. For information on IAM, see Overview of Identity and Access Management.
After this transition, existing IDCS administration and My Profile functionalities remain the same, but are hosted on Oracle Cloud Console. The Oracle Cloud sign-in page has 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
ENTERPRISE DATA MANAGEMENT
Issue with Dates and Times Displaying Year in a 2-Digit Format
Starting in the September (23.09) update, there is an issue with the way dates and times are displayed in the user interface. For some locales, the year is represented in a 2-digit format instead of 4 (for example, DD.MM.YY instead of DD.MM.YYYY). This issue affects the user interface display only, and it will be resolved in a future update.
New Parameter on Transition Request API
Starting in the September (23.09) update, there is a new TransitionWithWarning parameter on the Transition Request to New Status API endpoint. The default value for this parameter is False, which will prevent requests from being submitted, approved, or committed if the request has warnings for custom validations or request attachments with skipped rows. To allow the request to proceed despite these warnings, set the TransitionWithWarning parameter to True.
Key Resources
-
Transition request to a new status in REST API for Oracle Enterprise Data Management Cloud Service