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 |
|---|---|---|---|
| 10 AUG 2023 | Account Reconciliation | Increase in the Number of Transactions Selected in the Unmatched Transactions Tab | Updated document. Updated feature description. |
| 28 JUL 2023 | Created initial document. |
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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. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
||
Announcement: Data Management Feature Migration to Data Integration |
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Increase in the Number of Transactions Selected in the Unmatched Transactions Tab |
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Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, August 4, 2023.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, August 18, 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, August 4, 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.
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 for EPM Cloud Platform
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 Platform 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.
Business Benefit: These resources can help you optimize your EPM implementation and user experience by providing valuable information and user assistance.
OCI Migration: Oracle-Managed Migration Continues; 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 plans to migrate all Classic Commercial environments to OCI by the end of 2023 using monthly migration waves.
Oracle is sending notifications for Oracle-managed migrations. When your environments are scheduled for migration, you will get notification specifying the migration schedule. Follow the instructions in the notification.
For customers whose environments were included in Wave 5 (May 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 23.08 (August) monthly update. If you prefer not to have the migration take place in the 23.08 monthly update, please run the skipUpdate EPM Automate command to skip the 23.08 update.
- All Classic environments in the Abu Dhabi (EM8) Data Center are scheduled to be migrated to OCI in Wave 4 during the 23.08 update even if you set skip update for the 23.08 monthly 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.
- If your environments are included in Wave 6 (June 2023 Migration Notification), you must already have received your OCI environments. You should go through the optional migration steps, which include setting up SSO and IP Allowlist, and testing based on your requirements. See these information sources:
- Oracle-Managed Migration in Oracle Enterprise Performance Management Cloud Operations Guide
- Tasks to Perform After Cloning Environments in Administering Migration for Oracle Enterprise Performance Management Cloud
- If your environments are included in Wave 7 (July 2023 Migration Notification), you will receive your OCI environments in August 2023. Because your OCI environments may be provisioned at different times, you may not receive notification emails for all the environments at the same time.
- All Classic Commercial environments that are not yet scheduled for migration will be included in Wave 8. The notifications for Wave 8 will be sent on August 7, 2023.
For Migration waves schedule information, see EPM Cloud Classic to OCI Migration Schedule in Oracle Enterprise Performance Management Cloud Operations Guide.
Oracle is no longer accepting any service request for Customer-Managed Migration. If only some of your environments were migrated using Customer-Managed Migration, the remaining environments will be migrated using Oracle-Managed Migration.
NOTE: At this time, the environments hosted in US-Gov and UK-Gov data centers are not eligible for migration to OCI.
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
Documentation on How to Synchronize EPM Cloud Users and IDCS Groups with Other IDCS Instances Using SCIM
The Getting Started with Oracle Enterprise Performance Management Cloud for Administrators guide now includes step-by-step instructions on how you can use System for Cross-domain Identity Management (SCIM) to synchronize EPM Cloud users and IDCS groups with other IDCS instances.
You can use SCIM to automatically synchronize EPM Cloud users and IDCS groups so that you do not need to duplicate users and groups defined in other IDCS instances. For example, you can use SCIM to synchronize EPM Cloud users and IDCS groups defined in your central IDCS instance. You can do the same to synchronize EPM Cloud users and IDCS groups between two different EPM Cloud environments that use different identity domains.
Business Benefit: Synchronization across different IDCS instances helps you unify EPM Cloud environments and reduces the administrative overhead to maintain user, group, and role assignments.
Steps to Enable
See Using SCIM to Synchronize Users and Groups Across Identity Domains in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Key Resources
- Using SCIM to Synchronize Users and Groups Across Identity Domains in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Announcement: Data Management Feature Migration to Data Integration
Starting with the September (23.09) update, the user interface pages listed in the table below will no longer be available in Data Management, but will be available in Data Integration. Data Integration is available now from the Data Exchange card from the home screen in the Cloud EPM Business Process, and users can access these features in the current Cloud EPM update. Data Management is not going away in 23.09 – we are only moving a few features now that have 100% parity with Data Integration. Profitability and Cost Management customers will not be affected by the migration and will see no change in their Data Management user interface. REST APIs are not impacted by this change.
| Data Management | Data Integration | Data Integration Navigation Path |
|---|---|---|
| Source System |
Configure Connections |
From the Data Integration UI, select the Actions drop down, and then Applications. In Applications, there is an icon next to the drop down labeled Configure Connections. |
| Target Application |
Applications |
From the Data Integration UI, select the Actions drop down, and then Applications. |
| Period Mapping |
Period Mapping |
From the Data Integration UI, select the Actions drop down, and then Period Mapping. |
| Category Mapping |
Category Mapping |
From the Data Integration UI, select the Actions drop down, and then Category Mapping. |
Data Integration is the next generation of the Data Management user interface, enabling users to easily build and manage Cloud EPM integrations. As feature parity between Data Integration and Data Management becomes complete, Data Management features will be turned off, and users will use the new Data Integration user interface instead.
This transition will be gradual; future What's New documents will include information about the first set of planned changes as well as updates about additional changes planned for the future.
All Data Integration features discussed in this document are currently generally available in the Cloud EPM business processes.
Integration definitions built with Data Management are also visible in Data Integration, which enables an easy transition. (Data Integration is a new user interface on the Data Management data model and does not require migration of content from Data Management to Data Integration).
Please note that additional new integration features will only be included in Data Integration, and will not be back-ported to Data Management. Critical bug fixes and security fixes will still be made to Data Management until all features are fully migrated. In addition, all features from Data Management will be migrated to Data Integration with the exception of the following:
- The batch feature will be replaced by the new Pipeline feature. The Pipeline feature was available in the June (23.06) update.
- The Report Definition feature will not be migrated, only the Report Execution feature. Please note that Account Reconciliation and Financial Consolidation and Close provide a feature to report against the Data Integration relational tables using a custom SQL and a BI Publisher report template.
For reference, please see the Data Integration guide available from the documentation library for your specific EPM business process. Select the desired business process, then Books, and then scroll down to the Administering Data Integration for Oracle Enterprise Performance Management Cloud documentation link.
Business Benefit: Data Integration is the next generation of the Data Management user interface. It enables users to build and manage EPM Cloud integrations more easily.
Key Resources
Support for Data Exchange Integration Type and Task Type for Remote Account Reconciliation Connection
Task Manager now supports the end user integration and task type called Data Exchange for remote Account Reconciliation connection within Planning and Planning modules. It allows you to streamline the data exchange integration tasks with monthly close process.
Business Benefit: You can now run integrations defined in Data Exchange from Task Manager. This allows the integration of data loads defined in data exchange easily into the monthly processing schedule.
Key Resources
- Planning
- Administering Planning
Run Data Integration Type and Task Type in Task Manager
Task Manager is enhanced with a new automated integration and task type called Run Data Integration that allows you to execute an integration or data load rule based on how periods are processed and the source filters. This integration is available for:
- Local and remote Planning and Planning modules
- Remote Account Reconciliation
Business Benefit: This allows the integration of data loads defined in Data Exchange easily into the monthly processing schedule.
Key Resources
- Planning
- Administering Planning
Display of Skip Update Requests
The Activity report has been updated to include information on skip update requests set for the environment.
The Activity Report generated after you set skip updates to an environment now indicates the monthly updates that will be skipped for the environment. Skip update requests are reported in the Operational Metrics table.
Operational Metrics
Business Benefit: The Skip Updates information helps you identify the monthly updates during which your environment is exempted from the monthly update cadence.
Report Generation Refreshes User and Role Information
Starting with this monthly update, generating the Role Assignment Report or the Provision Report results in updated user information being populated in Access Control screens and reports. For example, assign some users to predefined roles and then generate Role Assignment Report using the roleAssignmentReport EPM Automate command, the Role Assignment Report REST API, or using Access Control, the list of users shown in Access Control screens will reflect the most up-to-data information available in your identity domain, including new users and changes in role assignments. Additionally, data in Access Control will be refreshed to remove deactivated and deleted users.
Business Benefit: This change provides an easy way to get up-to-date user information in Access Control.
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud
- Role Assignment Report in REST API for Oracle Enterprise Performance Management Cloud
- Generating Reports in Administering Access Control for Oracle Enterprise Performance Management Cloud
Deactivated Users not Included
Starting with this monthly update, OCI (Gen 2) EPM Cloud business processes considers deactivated users as being similar to users not assigned to predefined roles even though such users may have been assigned to predefined roles. Information on deactivated users are not included in the Role Assignment Report. You can generate the Role Assignment Report using the roleAssignmentReport EPM Automate command, the Role Assignment Report REST API, or using Access Control.
Business Benefit: Not including deactivated users in the Role Assignment Report helps you figure out the active users that have been provisioned to access EPM Cloud environments.
Key Resources
- roleAssignmentReport in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
- Role Assignment Report in REST API for Oracle Enterprise Performance Management Cloud
- Generating Reports in Administering Access Control for Oracle Enterprise Performance Management Cloud
Increase in the Number of Transactions Selected in the Unmatched Transactions Tab
Users can now select up to 20,000 transactions in the Unmatched Transactions tab of the Matching dialog. You can perform the following operations on the selected transactions: create exact match, create match with adjustment, adjust, delete, and edit. For the support action, users can select up to 5,000 transactions.
Business Benefit: This feature enables users to perform actions on a larger number of unmatched transactions.
Key Resources
-
Unmatched Transactions Tab in Reconciling Accounts with Account Reconciliation
Additional Runtime Metrics in the Activity Report
The Activity report has been updated to include these additional Account Reconciliation runtime metrics.
- ARCS TM Transactions Supported in 1 Day: This metric identifies the number of transactions for which additional justification for why they could not be matched in a given period was provided over the last 24 hours.
- ARCS TM Transactions Supported in Last 30 Days: This metric identifies the transactions for which additional justification for why they could not be matched in a given period was provided over the last 30 days.
Account Reconciliation Runtime Metrics
Business Benefit: Updates to the Account Reconciliation metrics help you identify the number of transactions for which additional justification for why they could not be matched in a given period was provided.