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

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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 Performance 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

EPM Automate Updates

A new version of EPM Automate is now available. This version introduces the exportEssbaseData and setApplicationAdminMode commands, and makes the getApplicationAdminMode command applicable to Account Reconciliation. Additionally, starting this update, the applicationAdminMode command has been deprecated, but not removed from distribution. You are encouraged to use the setApplicationAdminMode command instead of the applicationAdminMode command.

Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules,  Tax Reporting

exportEssbaseData Command

This command exports data from an application cube (Essbase cube) to an archive. You can export just the level 0 data (ASO and BSO cubes) or all data in the cube (BSO cubes).

setApplicationAdminMode Command

This command places the application in administration mode, which limits application access to Service Administrators only.

This command is designed to replace the applicationAdminMode command, which is deprecated and is not applicable to Account Reconciliation.

getApplicationAdminMode Command Now Available for Account Reconciliation

This command has been enhanced to check whether the Account Reconciliation application is in administration mode with access limited only to Service Administrators.

applicationAdminMode Command Deprecated

This command has been deprecated, but not removed from the distribution. The new getApplicationAdminMode command provides the functionality provided by this command and, additionally, supports Account Reconciliation. You are encouraged to discontinue the use of this command.

Business Benefit: The exportEssbaseData command helps you analyze Essbase data for patterns, for example to help improve performance. The setApplicationAdminMode command helps Service Administrators to temporarily place applications in administration mode to perform resource intensive operations such as data loads. The getApplicationAdminMode command helps you identify whether an application is in administration mode during which only Service Administrators can access the application.

Key Resources

Working with EPM Automate for Oracle Enterprise Performance Management Cloud:

• Installing EPM Automate
• applicationadminMode
• exportEssbaseData
• setApplicationAdminMode
• getApplicationAdminMode

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

Performance Validation Service Temporarily Suspended

Oracle has decided to temporarily suspend the performance validation service for Planning, Planning Modules, and Financial Consolidation and Close. This program will, however, be continue to be available for Profitability and Cost Management. Oracle will notify you of the resumption of the program in Oracle Cloud Application Update Readiness.

Applies to: Financial Consolidation and Close, FreeForm, Planning, Planning Modules

Oracle plans to reinstate this service in the future as a more efficient and scalable process designed to better respond to customer expectations.

Business benefit: By suspending performance validation service, Oracle can concentrate on creating a more efficient and scalable process for it for the future.

Key Resources

• Requesting Performance Validation in Oracle Enterprise Performance Management Cloud Operations Guide

Accessibility Support for Smart View (Mac and Browser) on Chrome

Oracle Smart View for Office (Mac and Browser) is now accessible on Google Chrome.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting

Accessible products help remove obstacles between a product and its users. With accessibility support, users with disabilities can now use JAWS and keyboard navigation when working with Smart View (Mac and Browser) on Chrome.

Accessibility support in Smart View (Mac and Browser) comprises these areas:

• Screen reading using JAWS® Screen Reader software
• Navigation through ribbons, panels, and dialogs using common keyboard commands

Features are described in the Accessibility Guide applicable to your business process.

Business Benefit: With accessibility support, users with disabilities now have the opportunity to work with Smart View (Mac and Browser) on Chrome.

Steps to Enable

To take advantage of the accessibility features in the 22.11 update of Smart View (Mac and Browser), Service Administrators must create and deploy a new manifest file:

1. Create a new manifest file or reuse an existing manifest file.
2. In the Create Manifest File page, make any other selections and modifications, as you require.
3. Deploy the manifest file to Smart View (Mac and Browser) users.

Tips And Considerations

• If you deployed an updated manifest in 22.10, then you already have the accessibility features and do not need to redeploy the manifest for 22.11. Other defect fixes and improvements in 22.11 do not require redeployment.

• Accessibility is certified on the Chrome browser only; not on the Mac.

Key Resources

• Enterprise Profitability and Cost Management
  • Accessibility Guide for Enterprise Profitability and Cost Management
    • Smart View (Mac and Browser)

• FreeForm, Planning, Planning Modules:
  • Accessibility Guide for Planning
    • Smart View (Mac and Browser)

• Financial Consolidation and Close:
  • Accessibility Guide for Financial Consolidation and Close
    • Smart View (Mac and Browser)

• Tax Reporting:
  • Accessibility Guide for Tax Reporting
    • Smart View (Mac and Browser)

• Smart View (Mac and Browser):
  • Deploying and Administering Oracle Smart View for Office (Mac and Browser)
    • Creating and Saving the Manifest File
    • Customizing the Manifest File
    • Deploying the Manifest File to Office 365 Users

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

New Optional Hierarchy Parameter for the Relativemember Member Selection Function in Reports

The RelativeMember member selection function now provides a new optional parameter "Hierarchy under member” which is used when there are additional hierarchies in the dimension, and you want the RelativeMember used on descendant Level 0 members under a certain parent member only.

For example, if a Period dimension has multiple hierarchies, using the RelativeMember function could return a member from a different, and not desired, hierarchy.  The "Hierarchy under member” parameter can be used to isolate the RelativeMember results to a specific hierarchy.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting

Business Benefit: You get more accurate results when utilizing the RelativeMember function in a dimension with multiple hierarchies.

Key Resources

• Functions Available Through Member Selection in Designing with Reports for Oracle Enterprise Performance Management Cloud

Quick Mode Data Synchronization

In Data Integration you can now use Quick Mode to move data between Plan Types in a single EPM Cloud business process or move data between two EPM Cloud business processes in different environments. Quick Mode does not support mapping. All transformation can be done using Import Expressions.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting

Business Benefit: Quick Mode data synchronization provides much better performance for data movement within or between EPM Cloud business processes.

Key Resources

• Quick Mode Data Synchronization in the Oracle® Fusion Cloud EPM Administering Data Integration for Oracle Enterprise Performance Management Cloud

Account Reconciliation

REST APIs to Set and Retrieve Application Access Level for Account Reconciliation

New REST APIs are available to set the application access level and retrieve the application access level. You can specify that the application can be accessed by all users or only by Service Administrators.

Business Benefit: This feature enables you to automate the process of setting the Account Reconciliation application access level.

Key Resources

• Set Application Access Level in REST API for Oracle Enterprise Performance Management Cloud
• Retrieve Application Access Level in REST API for Oracle Enterprise Performance Management Cloud

Enterprise Data Management

There are no new features in this update except for the applicable features listed in the EPM Common section.

Financial Consolidation and Close

Enable Consolidation and Translation with No Prompts in Data Forms

This feature allows you to perform the Consolidation and Translation processes from Data forms with no prompt to enter dimension members. After you enable this feature from the Configuration task, new rules will be available that you can select to attach to a Data form. If you have a multi-currency application, new rules will be added for both Consolidation and Translation.  If you have a single currency application, new rules will be added for Consolidation only. When you run the new rules from a Data form, the system will use the members defined in the cell to execute the Business Rule, without prompting you to select members. The rules are available from Data forms only.

NOTE: If you import a 22.11 snapshot with the “Consolidation and Translation with No Prompts” feature enabled to a 22.10 environment, the Configuration task ('FCCS_CONFIG_TASK_ENABLE_CONSOLIDATION_WITHOUT_PROMPTS_DESC') will display in the Configure Consolidation screen. Launching that configuration task will result in an error because backward compatibility is not supported for this feature. The feature will work correctly from 22.11 onwards.

Business Benefit: This enables you to run consolidation and translation rules that automatically populate members of the selected Business Rule from the selected cell, instead of needing to manually fill in the attributes in  the Run Time Prompts window.

Key Resources

• Consolidating and Translating Data in Data Forms with No Prompts in Administering Financial Consolidation and Close

Performance Substitution Variables

The OptimizeConcurrency, OptimizePelimCalculation, EnableYearlyConsol, ParallelCustomDimDSO, and ParallelCustomDimTranslation substitution variables can be enabled to improve performance.

OptimizeConcurrency = True

This substitution variable improves concurrency of the consolidation process by executing some of the calculations at the very beginning or at the end. The degree of improvement depends on the entity structure of a given customer. Customers with deeper entity hierarchies will benefit the most.

OptimizePelimCalculation= True

This substitution variable improves Partner Eliminations (PElim) performance. If there is a consolidation performance degradation when deploying a user-created “Partner Eliminations Configurable Consolidation Rule” that has an account re-direction, adding this variable can provide significant performance improvement.

EnableYearlyConsol = True

The EnableYearlyConsol substitution variable can be enabled to improve performance for multi-period consolidations in applications that use the Dense/Sparse Optimization option (where Period and Movement are the Dense dimensions).

This substitution variable is applicable if the application meets all of these conditions:

• The application uses the Dense/Sparse Optimization option (Period and Movement are Dense dimensions)
• You have two or more dirty periods, and two or more hierarchy levels
• The dirty entities are identical across periods
• Equity Pickup sequence is not enabled

ParallelCustomDimDSO = True

This substitution variable improves the performance of the consolidation process in applications with Dense/Sparse Optimization, where the Period and Movement dimensions are Dense dimensions. To see performance improvements, you should set this substitution variable to True.

ParallelCustomDimTranslation = True

This substitution variable can improve the performance of the consolidation process in applications with Dense/Sparse Optimization, where the Period and Movement dimensions are Dense dimensions. To see performance improvements, you should set this substitution variable to True. If any degradation is noticed, you should delete this variable.

Business Benefit: These substitution variables help in improving consolidation performance.

NOTE: The degree of performance improvement varies widely across different applications as it is purely driven by the application design and data distribution.

FreeForm

There are no new features in this update except for the applicable features listed in the EPM Common section.

Narrative Reporting

Reports MemberProperty Text Function Enhanced to Return All Essbase UDA Values

The MemberProperty text function is used to display a specified member’s property, such as associated attributes, UDAs, etc. Previously for the Essbase Data source, if there were multiple UDAs associated with a member, only one UDA was displayed using the MemberProperty text function. Now, by default all the Essbase UDA values are displayed. You can still reference individual UDAs using the optional Index parameter in the MemberProperty text function.

Business Benefit: This feature provides more flexibility when displaying all the Essbase member’s UDAs in a text box or text cell.

Key Resources

• MemberProperty in Designing with Reports for Oracle Enterprise Performance Management Cloud

Updated Narrative Reporting Extension for Smart View

An updated Narrative Reporting extension for Oracle Smart View for Office is now available to download and install. This update includes general improvements and defect fixes.

Business Benefit: Downloading and installing the latest Narrative Reporting extension for Smart View gives you access to the latest improvements and defect fixes.

Key Resources

• Installing the Narrative Reporting Extension in Working with Oracle Smart View for Office

Planning

Updated Workforce Data Import Templates

Updates to two Workforce data import templates, EJ_EmployeePropertiesDataLoad_Plan.csv and EO_EmployeePropertiesDataLoad_Plan.csv, make it easier to load employee master FTE data to OEP_Home Entity. Data loaded at OEP_Home Entity is copied to future periods in the load year (starting from the data load month) and future years when you run Process Loaded Data.

Business Benefit: These template enhancements make it faster and easier to enter the Master FTE for each employee.

Tips And Considerations

You must enter or import the Master FTE value for each employee if you enable Split-Funded FTE.

Key Resources

• Administering Planning Modules
  • Importing Workforce Data

IPM Insights Analyzer View Enhancements

The Analyzer view for IPM Insights is enhanced:

• The layout is simplified so that you don't have to click Actions   to take an action, such as adding a comment or opening as Ad Hoc, on an insight.

• The table is enhanced to highlight the Variance column.

IPM Insights Analyzer View

Business Benefits: The layout changes make it easier to take action on an insight. The table enhancements help you more easily spot the variance.

Key Resources

• Working with Planning
  • Analyzing Insights

Profitability and Cost Management

Enterprise Profitability and Cost Management

New Video

The following new video is available:

Creating Models and Rules in Enterprise Profitability and Cost Management

Learn how to set up a model for transforming data in Enterprise Profitability and Cost Management. You learn how to create models, and how to add rule sets, allocation rules, and custom calculation rules to models.

Business Benefit: Videos provide 3-5 minute overviews and step-by step instructions to perform tasks and achieve an outcome.

New Best Practices Documentation

The Administering and Working with Enterprise Profitability and Cost Management Guide now includes a "Best Practices" appendix with links for the best practices discussed in the guide.

Business Benefit: Best practices describe the most effective ways to use a feature.

Key Resources

• Best Practices in Administering and Working with Enterprise Profitability and Cost Management

Rounding Precision Now Respected by All Allocation Rules

All allocation rules are now able to round their calculated results according the "Allocation Precision" value set in the "Profitability and Cost Management" section in Application Settings.

Business Benefit: The ability to round calculations in all allocation rules gives you more consistently-formatted results as you analyze your calculations.

Key Resources

• Applications Settings in Administering and Working with Enterprise Profitability and Cost Management

Ability to Round the Values in Rule Data Validation Reports

The Rule Data Validation report now provides an option to round the values displayed in the report. The default is two decimal places. You can round up to ten decimal places. The rounding precision applies to both the Source and Driver data values.

Business Benefit: The ability to control the rounding of the values in Rule Data Validation reports can give you more accurate results as you validate your rules.

Key Resources

• Running a Rule Data Validation Report in Administering and Working with Enterprise Profitability and Cost Management

Ability to Delete Multiple POVs from the Calculation Control Page

You can now delete more than one POV at a time from the Calculation Control page.

Business Benefit: The ability to delete more than one POV at a time is useful if you have large amount of POVs to delete; for example, if you have inadvertently created too many POVs, or if you want to clear out POVs created in previous years.

Key Resources

• Deleting a Point of View in Administering and Working with Enterprise Profitability and Cost Management

Profitability and Cost Management

There are no new features in this update except for the applicable features listed in the EPM Common section.

Tax Reporting

Enhanced Clear Data

The Clear Data functionality in Tax Reporting is enhanced to support clearing data and impacting of descendants and ancestors of shared entity instances.

Business Benefit: This new capability prevents data inconsistency and makes the calculation status in the Data Status form consistent.

Key Resources

• Clearing Data in Administering Tax Reporting

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.

EPM COMMON

Calculation Manager Errors and Warnings Enforcement

In a future update, Calculation Manager will enforce the execution of the Errors & Warnings diagnostic tool for any rule being launched, validated, or deployed from it. If there are errors that result from this new process, Calculation Manager will not execute, validate, or deploy the rule. This new process will apply to all new applications once released. Existing applications will have a finite period of time to bypass this new process to allow you to modify the rules that violate the new Errors & Warnings diagnostic analysis. In all cases, existing rules that are already deployed will continue to run as-is without any change in behavior.

Applies to: Financial Consolidation and Close, Planning, Planning Modules

Valid Intersection and Cell-level Security Import & Export File Format Update

In a future update, both Valid Intersection and Cell-level Security Import and Export files in .XLSX format will include new columns for each dimension in the Sub Rules worksheet. These new columns to support excluding all instances of members by name will apply to each dimension and will be positioned after each dimension’s “Exclusion” column. If you use these exported files for integration with other systems and the order of columns is fixed, you may need to modify your process to account for these new columns in these export files. The release of these new columns will coincide with the planned release of this enhancement for Valid Intersections and Cell-Level Security.

Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Change in Behavior for Grids Created from Groovy and REST APIs for ASO Cubes

In a future update, the suppression behavior for grids created via Groovy DataGridDefinitionBuilder and the exportdataslice REST API for ASO cubes will be made consistent with that of the run time data grids created using the Form Designer. Previously, if a grid was built for an ASO cube in Groovy or REST API, then the system used the NON EMPTY MDX clause to suppress missing rows when the suppressMissingBlocks flag was true. Now, when a grid is built for an ASO cube, it will use the NON EMPTY MDX clause when suppressMissingRows is true, and suppressMissingBlocks will be ignored. This means that ASO grids with suppressMissingRows true and suppressMissingBlocks false will now start using MDX. Likewise, ASO grids with suppressMissingRows false and suppressMissingBlocks true will no longer use MDX. Grids where the suppressMissingRows and suppressMissingBlocks flags had the same value will not be impacted. These changes may result in a change in behavior or performance for some ASO grids. If this happens and is undesirable, consider toggling the value of suppressMissingRows from the builder or the JSON payload in case of the REST API.

Applies to: Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting

Mandatory Steps Required to Make the Explore Repository Artifacts Accessible to Users

Prior to the July (22.07) update, Oracle Enterprise Performance Management Cloud used the WORLD pre-seeded group to grant access to Explore Repository artifacts such as reports and folders. Starting with the July (22.07) update, the WORLD group was removed. If you previously used the WORLD group to grant access to repository artifacts, complete these steps to ensure that users can access Repository artifacts:

1. Create a group in Access Control with all EPM Cloud users as its members.
2. In Explore Repository, grant access privileges to the group you created in the preceding step.

For detailed steps, see Granting Access Permissions to Document Repository Users in Working with Financial Reporting for Oracle Enterprise Performance Management Cloud.

Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Rolling Back Changes Made to Page Title Display for Horizontal tabs

Starting in the July (22.07) update, we have rolled back changes made in the April (22.04) update to the page title for horizontal tabs. The change was to not display the page title in horizontal tabs while using the Redwood Theme. From the feedback received on this change, we've decided to roll it back.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Alerts Cannot be Migrated to Prior Version

Due to a major upgrade in Alert functionality, any service that has defined Alert Types will not be able to migrate them or the Alerts that are based on them from the April (22.04) update to an earlier update. This normally happens if artifacts are moved from Test to Production during the two week period when Test is upgraded to the April (22.04) update while Production is still on the March (22.03) update. All other objects in the migration are not affected.

Applies to: Financial Consolidation and Close, Planning, Planning Modules, Tax Reporting

Task Manager Email Notification Settings

Starting in the April (22.04) update, the service changed the handling of Task Manager’s Email Notification settings during a migration. The target service’s Task Manager Email Notification settings were updated with the settings from the source service. If a customer wants to retain the target service’s Task Manager Notification settings, they can generate an LCM export with the notification settings from the target service, perform the source migration, then import the LCM file with the notification settings.

Applies to: Financial Consolidation and Close, Planning, Planning Modules, Tax Reporting

See LCM Export and LCM Import in REST API for Oracle Performance Management Cloud.

Date Format when Using the EPM Digital Assistant

When using the EPM Digital Assistant, note that the Date format is not taken from User Preferences, and the assistant does not ask which format to use for the date. The assistant attempts to detect the date format based on the user locale set in the browser and other common formats.

Applies to: Account Reconciliation, Financial Consolidation and Close, Planning, Planning Modules,Tax Reporting

Removing Dimensions Before Rebasing a Financial Consolidation and Close or Tax Reporting EPM Digital Assistant Skill

If you want to rebase your Financial Consolidation and Close or Tax Reporting skill to use the November (21.11) update of EPM Digital Assistant, note that you must first remove some dimensions before rebasing.

• Financial Consolidation and Close dimensions to be removed before rebasing: Scenario, Years, Period, Entity, Account, Currency, View, Consolidation, Data Source, Multi-GAAP, Intercompany and Movement

• Tax Reporting skill dimensions to be removed before rebasing: Cube, Scenario, Years, Period, Entity, Account, Currency, View, Consolidation, Data Source, Multi-GAAP, Intercompany, Movement and Jurisdiction

Applies to: Financial Consolidation and Close, Tax Reporting

See Removing a Consolidation and Close or Tax Reporting Custom Dimension from an Extended Skill in Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management.

Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)

In a future update, Financial Consolidation and Close and Tax Reporting will support calc on the fly. While the Application Settings option Enable User Formulas in Ad Hoc is available in this update, the feature is not yet supported for these products.

Applies to: Financial Consolidation and Close, Tax Reporting

Data Maps with Mapping or Cross Applications

Data Maps with mapping or cross applications are not supported in this update. If the Data Map has mapping or is a cross-application, it needs to be attached to a form or included in the Groovy rule and run as a Smart Push.

Applies to: Enterprise Profitability and Cost Management, Planning, Planning Modules

Purging of Audit Information

Starting in the February (23.02) update, audit records older than 365 days will be automatically purged. Purged audit records will not be stored or accessible. To prepare for this change, you may want to take a backup of historical audit data. To do this, select one of the following options:

1. Export: Select the Export option on the Actions menu from the Audit card by selecting the appropriate filters.

2. EPM Automate command: Use the exportAppAudit command. See exportAppAudit in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.

3. EPM Automate script: Use the Windows or Linux scripts to automate the process of exporting and archiving application audit data to a local computer. See Automate the Archiving of Application Audit Records in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.

Submit a service request if you encounter problems backing up historical audit data.

Applies to: Financial Consolidation and Close, Tax Reporting

Internet Explorer 11 End of Support and Smart View

Microsoft announced end of support of Internet Explorer 11 by June 15, 2022.

Do not uninstall Microsoft Internet Explorer, even after the end-of support date of June 15, 2022. Instead, you may securely disable Internet Explorer following Microsoft’s guidelines. In situations where the Internet Explorer browser would be called, the Edge browser will be launched instead.

Oracle Smart View for Office does not require the Internet Explorer browser specifically. However, Smart View depends on Windows components (for example, WinInet APIs) that may have dependencies on Internet Explorer. Microsoft recommends keeping Internet Explorer installed on the machine since uninstalling may cause other applications that are dependent on it to work incorrectly. Microsoft also recommends updating to the latest security patches as they become available.

For more information, Oracle Support Document 2877741.1 (Impact on Smart view with Microsoft decommissioning Internet Explorer 11 on June 15, 2022) can be found at:https://mosemp.us.oracle.com/epmos/faces/DocumentDisplay?id=2877741.1.

Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Updated Smart View Browser Extension Required for Chrome and Edge

An updated Smart View browser extension for Google Chrome and Microsoft Edge is available. This extension is required for Oracle Smart View for Office to interact with supported browser-based EPM Cloud business processes in these ways:

• Starting in a form or ad hoc grid in Smart View, use drill-through to launch an application web page in a browser.
• Starting in a web application, launch a form or ad hoc grid in Smart View for Excel.
• Starting in a Task List in Smart View, opening a task in a browser.

This update is required only if your default browser is Chrome or Edge. If your default browser is Mozilla Firefox, then this update does not affect you.

The extension is available in the Chrome Web Store from either the Chrome or Edge browser. In the Chrome Web Store, search for "smart view" to locate the extension update. the version number is 22.200. Then follow the instructions for Google Chrome or Microsoft Edge in Installing Browser Add-ons in the Oracle Smart View for Office Installation and Configuration Guide.

Note that after January 1, 2023, the current browser extension will no longer work with Chrome or Edge. You must update your extension by that date in order to continue interactions between Smart View and browser-based business processes in EPM Cloud.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Office 365 Add-ins Command Change by Microsoft to Impact Buttons in Smart View (Mac and Browser)

To improve security in Office Add-ins, Microsoft Office 365 will be making changes to its ExecuteFunction add-in command from October 30, 2022. Since Smart View for Office (Mac and Browser) uses this command in its ribbon buttons and menus, some buttons may stop working from October 30. For example, buttons such as Undo, Redo, or Refresh on the Smart View and provider ribbons. This issue is resolved in the latest Smart View update of 22.11. As the changes are limited to server update, you are not required to create and deploy a new manifest file again for resolving this issue.

For more information on Microsoft’s announcement, see Announcing changes to Office Add-ins’ ExecuteFunction commands.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting

ENTERPRISE DATA MANAGEMENT

Description Column Is Removable From Viewpoint Download

Starting in the November update (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.

FINANCIAL CONSOLIDATION AND CLOSE

Posting Data Against Global Assumptions

It is recommended that you do not post data against the Global Assumptions member in the Entity dimension. This member is used to store information such as currency rates. Starting with the July (22.07) update, if you post data against Global Assumptions, an error will occur.

Phased Approvals

If you decide to enable Phased Approvals in your application, take note of the following considerations:

• You will need to manually modify your Data Status forms to replace the dimension member "FCCS_Status_ApprovalStatus" with the new member "FCCS_Status_ConsolidatedApprovalStatus".

• If you try to export the application from the March (22.03) update and import it to the February (22.02) update, you must update your Data Status form by changing the dimension member FCCS_Status_ConsolidatedApprovalStatus back to FCCS_Status_ApprovalStatus.

• Additionally, you will encounter errors during the import because new artifacts related to Phased Approvals are not supported in February (22.02).

Resetting Customized Changes After an Update

If you have made changes to the seeded Account hierarchy, those changes will be reset. If you have moved seeded members, the move action is retained, but any re-ordering you have done will be reset, and a restructuring will happen when the ordering is reset. The restructuring could take time, so plan accordingly. You may have to manually re-order seeded members again after the update.

Enterprise Journal Dimension Persistence

In a future update, all Enterprise Journal dimension attributes will persist their values once they are set in the Journal.

Consolidation Journal Application Roles Not Automatically Mapped to Any Predefined Role

In a future update, the following consolidation journal-related application roles will no longer be mapped to any predefined role, including Service Administrator.

• Create Journals
• Submit Journals
• Approve Journals
• Post Journals
• Un-Post Journals
• Manage Journal Periods

These roles will need to be explicitly assigned to new users from the Manage Application Role tab of Access Control. However, your existing users who already have these journal roles assigned will continue to have these roles assigned to them.

If you have any concerns, please open a service request.

NARRATIVE REPORTING

Working with Variables in Smart View for PowerPoint

When working with Smart View and the Narrative Reporting extension on the 32-bit version of Office 365, an intermittent issue occurs when inserting a variable into a PowerPoint doclet from the Variables panel. At times, the variable is not inserted correctly and only a blank space is inserted. Other times, the variable inserts correctly.

Workaround: Variables will insert without issues if you turn off Windows “Clipboard history.” Follow these steps to turn off the “Clipboard history” setting.

1. From the Windows Start button, select Settings.
2. Search for “Clipboard" and select Clipboard settings.
3. In the Clipboard settings page, set the “Clipboard history” option to Off.
4. Start PowerPoint and connect to Narrative Reporting.
5. Open a PowerPoint report package, and then open and check out a PowerPoint doclet.
6. Insert variables in the PowerPoint doclet.

Report Package - Embedded Content Tables Support for Repeat Headers in Word

In a future update, we will be enhancing the Report Package’s Embedded Content to support repeating table headers within Word.

• For Excel Tables, there will be some configuration required to enable the repeating header option.
• For Report Grids, the repeat headers option will be inherited from the Report definition.

As Reports support repeating headers by default, most existing embedded content tables from a Report Reference Doclet will automatically have the repeat headers option enabled. This will be a change in behavior seen upon a refresh of the embedded content within the Word doclet. If you require the embedded table to not support repeating headers, the underlying Report definition will need to update accordingly.