Cloud Readiness / Oracle Enterprise Performance Management Cloud
What's New
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  1. January 2020 Update
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Enterprise Performance 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
    1. EPM Cloud Common
        1. Essbase Functions Supported by Calculation Manager
        2. New Documentation: Additional Troubleshooting Procedures for EPM Cloud
        3. New Video
    2. Account Reconciliation
    3. Enterprise Data Management
    4. Financial Consolidation and Close
        1. New Videos and Tutorials
    5. Narrative Reporting
    6. Planning
    7. Profitability and Cost Management
        1. PCMCS Troubleshooting Calculation Issues
    8. Tax Reporting
        1. New Data Exchange Card for Data Integrations
  5. Upcoming Changes

January 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
24 DEC 2019   Created initial document.

Overview

This document outlines the upcoming Enterprise Performance 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.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Enterprise Performance Management Cloud

EPM Cloud Common

Essbase Functions Supported by Calculation Manager

New Documentation: Additional Troubleshooting Procedures for EPM Cloud

New Video

Financial Consolidation and Close

New Videos and Tutorials

Profitability and Cost Management

PCMCS Troubleshooting Calculation Issues

Tax Reporting

New Data Exchange Card for Data Integrations

Upcoming Changes

Enterprise Performance 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, January 3, 2020. 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, January 17, 2020.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, January 3, 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!

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.

Follow Us on Social Media

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

Defects Fixed and Considerations

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

EPM Cloud Common

This section contains announcements related to the common EPM Cloud components such as EPM Automate, Migration, Access Control, Data Integration, and Smart View for Office.

Essbase Functions Supported by Calculation Manager

The Calculation Manager Guide now lists the Essbase functions supported by Calculation Manager in block storage applications and links to these functions in the Essbase Technical Reference.

Key Resources

New Documentation: Additional Troubleshooting Procedures for EPM Cloud

New sections to enable  users to troubleshoot common issues in EPM Cloud are available in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. These sections also provide complete lists of information that must be submitted for each issue through the service request that users create to seek help from Oracle Support. These  new troubleshooting sections are now available:

Key Resources

New Video

Watch videos and learn about service capabilities, benefits and how to use key features.

EPM Cloud Today Managing Enterprise Data Featuring Rahul Kamath

We are pleased to announce our 4th video in our Oracle EPM Cloud Today series, where Rahul Kamath, Director of Product Management, will be talking about Enterprise Data Management. He’ll talk about how it differs from traditional master data management, and what makes Enterprise Data Management unique. http://bit.ly/35Dy8IN

Account Reconciliation

There are no new features in this update.

Enterprise Data Management

There are no new features in this update.

Financial Consolidation and Close

New Videos and Tutorials

Watch videos and learn about service capabilities, benefits and how to use key features:

Learn how to run consolidation reports in Financial Consolidation and Close. You learn how to select the parent entity and account members, configure display options, and save report configurations.

Learn how to configure the Financial Consolidation and Close business process for Enterprise Performance Management Cloud. You learn how to define time periods, select currency options, and configure features.

Narrative Reporting

There are no new features in this update.

Planning

There are no new features in this update.

Profitability and Cost Management

PCMCS Troubleshooting Calculation Issues

New Chapter in Administration Guide for Troubleshooting Calculation Issues

A new chapter was added to Administering Profitability and Cost Management Cloud to help you troubleshoot calculation performance and successfully submit an SR for a calculation issue.

Key Resources

Tax Reporting

New Data Exchange Card for Data Integrations

Data Integration is now available from the “Data Exchange” card under Applications. From the Data Integration page, you can create a data integration, or run an existing integration.

Key Resources

Upcoming Changes

NEW EPM CLOUD INTERFACE

In a future update, there will be a revised interface with enhanced navigation and a new theme called Sky Blue.

The following EPM Cloud business processes will adopt this new theme as their default interface:

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

The revised 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.

PLANNER ROLE TO BE RENAMED AS USER

In an upcoming release, Oracle will rename the Planner EPM Cloud predefined role as User. This change will have no functional effect.

Subscriptions that were provisioned prior to the May 2016 update used the Planner role, which has been maintained in subsequent updates to provide continuity. In subscriptions that were activated after May 2016, the Planner role was already replaced by the User role.

NOTE: This change will affect Planning, Financial Consolidation and Close, and Tax Reporting only.

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 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.

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 Narrative Reporting. Other EPM Cloud business processes already use these common 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.

Current non-conforming Narrative Reporting predefined roles will be deleted; users assigned to those roles will be remapped automatically as follows to the common set of predefined roles.

Remapping for Narrative Reporting Roles

 Current Non-Conforming Roles  Common Remapped Roles
System Administrator Service Administrator
Application Administrator Power User
Library Administrator Power User
Reports Administrator Power User

NOTE: User role assignments are not affected by this change. The Viewer role will not be assigned to users.

QUERY GOVERNOR ON BSO AND ASO CUBES

In a future update, Oracle will add a query governor on Essbase block storage and aggregate storage cubes to guard against excessive server load created unintentionally by running ad hoc queries that take a very long time to complete. The new governor will limit all queries to a maximum of 30 minutes execution time. This governor affects only retrieval of data, for example, Smart View ad hoc queries, web and Smart View forms, and reports. It does not affect business rules.

NOTE: This feature change affects Planning, Financial Consolidation and Close, Tax Reporting, and Profitability and Cost Management only.

UPDATE TO THE EXCEPTION RESPONSE IN REST APIS FOR PLANNING AND PLANNING MODULES

Oracle will remove the internal package and class names from the following fields in the exception response in REST APIs for Planning and Planning modules in an upcoming release in early 2020:

  • message
  • localizedMessage

Key Resources

  • Planning section in REST API for Oracle Enterprise Performance Management Cloud

Role Information

  • System Administrator

 

REMOVAL OF .XLS FORMAT AS REPORT EXPORT OPTION

Currently, the following report export options are available: csv, xls, xlsx, pdf and html.

In an upcoming release, the option for xls will be removed for Account Reconciliation and Tax Reporting. Customers who have built custom reports must ensure that their reports will export as desired to one of the remaining formats: csv, xlsx, pdf, or html.

FUTURE NEW CONNECTION TYPE AND ADVANCED OPTIONS FOR EXTERNAL CONNECTIONS FOR TAX REPORTING

In a future update, Service Administrators for Tax Reporting will be able to use connections created for external Web services, specifying optional query or header parameters. These connections could be referenced or used in a Groovy script to create a communications link between the Groovy script and the external Web resource. Users will be advised when this new feature is to be supported in Tax Reporting.