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 |
|---|---|---|---|
| 20 DEC 2023 | EPM Cloud Platform | TLS 1.3 Support Available for EPM Cloud OCI Environments | Removed feature. |
| 01 DEC 2023 | EPM Cloud Platform/EPM Automate | Maximum Skip Update Period Extended to Three Update Cycles | Updated document. Revised feature information. |
| 27 NOV 2023 | Created initial document. |
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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.
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 |
|
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New REST API Parameter to List Identity Domain Administrators in the Role Assignment Report |
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List Identity Domain Administrators in the Role Assignment Report |
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Account Reconciliation Manager Renamed to Reconciliation Compliance Balances in Data Integration |
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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, December 1, 2023.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, December 15, 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, December 1, 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.
New REST API Parameter to List Identity Domain Administrators in the Role Assignment Report
"User Type" is now available as a parameter in the Role Assignment Report REST API. Using this option, you can generate a Role Assignment Report that lists all users who have the Identity Domain Administrator role, which allows them to create and manage EPM Cloud users.
Business Benefit: The "User Type" parameter helps you to identify all Identity Domain Administrators in your environment.
Steps to Enable
Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.
Key Resources
- Role Assignment Report in REST API for Oracle Enterprise Performance Management Cloud
Access Requirements
- Service Administrators
List Identity Domain Administrators in the Role Assignment Report
Starting with this update, the roleAssignmentReport EPM Automate command supports the userType=IDAdmins option. Using this option, you can generate a Role Assignment Report that lists all users who have the Identity Domain Administrator role, which allows them to create and manage EPM Cloud users.
Business Benefit: This new option to the roleAssignmentReport command helps you identify all Identity Domain Administrators of your environment.
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud
Maximum Skip Update Period Extended to Three Update Cycles
Starting with this update, you can use the skipUpdate EPM Automate command to skip the applying of monthly updates to an environment for a maximum of three consecutive cycles. Previously, you were permitted to skip only two consecutive update cycles.
Business Benefit: Increasing the number of skippable consecutive update cycles help you implement a quarterly test and update cadence for your environments without creating a service request to Oracle.
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud
Account Reconciliation Manager Renamed to Reconciliation Compliance Balances in Data Integration
In Data Integration a new registration of an Account Reconciliation Manager application is now registered with the name “Reconciliation Compliance Balances” under the Category “EPM Local” on the Create Application page. Additionally any look-ups and existing registrations for an Account Reconciliation Manager application are also updated.
Business Benefit: The new name more accurately reflects that these types of applications are used to validate account balances.
Key Resources
- Registering a Reconciliation Compliance Transactions Application in Administering Data Integration for Oracle Enterprise Performance Management Cloud
Account Reconciliation Manager Target Application Renamed
When creating a data integration, the Target value used has been changed from Account Reconciliation Manager to Reconciliation Compliance Balances.
Business Benefit: This feature standardizes the terminology used in Account Reconciliation.
Key Resources
- Setup Tasks in Data Management in Administering Account Reconciliation
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
- Account Reconciliation
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.
Towards the end of 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. The appearance 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.
In a later update planned for the second quarter of 2024, Oracle will automatically convert non-Redwood theme environments to the Redwood Experience.
If you're a customer and you're not already using Redwood Experience, you're encouraged to move to the Redwood Experience as soon as possible to take advantage of its user experience advantages.
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.
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.
Announcement: Data Management Feature Migration to Data Integration
The user interface pages listed in the table below are no longer available in Data Management, but are available in Data Integration. Data Integration is available 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 – we are only moving a few features now that have 100% parity with Data Integration. Profitability and Cost Management customers are not affected by the migration and do not see a 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 is 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, Financial Consolidation and Close, Planning and Tax Reporting provide a feature to report against the Data Integration relational tables using a custom SQL and a BI Publisher report template via Task Manager.
- The ability to create new Custom Applications in Data Management will no longer available, and customers should use the “Data Export to File” application type instead. (Existing integrations using a custom application will not be impacted.) See Custom Application in Data Management under EPM Cloud Platform in the Important Actions and Considerations section of this document.
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.
See Administering Data Integration for Oracle Enterprise Performance Management Cloud for more information.
Removal of Support for Custom Application in Data Management
Since the September (23.09) update, custom target applications can no longer be added in Data Management. (Existing integrations that use a custom target application will not be impacted, and will still run without any changes.) This type of application was used to extract data from the EPM Cloud, and then the data was pushed into a flat file instead of being loaded to an EPM Cloud application. The custom application was superseded by the Data Export to File feature in an earlier update. The Data Export to File feature has enhanced functions and capabilities.
If you still have a custom target application, it is recommended that you use the Upgrade Custom Applications option to migrate your existing custom target application to a data export to file application. For more information, see Upgrade Custom Applications at: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/erpia/upgrade_custom_applications_100x438d5119.html.
The migration converts existing file formats from the custom target application to the file formats used in the data export to file option and retains all the existing setup. When the custom target application has been converted, you can run same integration as before. Data export file applications are available both in Data Management and Data Integration.
Oracle Financial Reporting Statement of Direction
Please refer to the Statement of Direction for Oracle Financial Reporting:
Oracle Support Document 2910806.1 (EPM Cloud Financial Reporting Statement of Direction)
Please note that the Oracle Financial Reporting tentative deprecation dates have been moved to mid-to-late CY24.
For more information:
- See Appendix B in the Designing with Reports Guide: Migrating Reports from Financial Reporting.
- On June 8, the most recent Oracle Cloud Customer Connect event, Migrating Your Financial Reporting to Reports, was presented. There is a presentation, an event recording, and an FAQ sheet accessible. In order to view the event recording and documentation, you must log in to Cloud Customer Connect.
ACCOUNT RECONCILIATION
Reverse Adjustments in Transaction Matching
Starting in a future update, when you unmatch a transaction that was matched with an adjustment, Account Reconciliation will create a reverse adjustment. This reverse adjustment can be posted to ERP using Export Journals.
Change to the Unmatched Transactions Tab
Starting with the October (23.10) update, in the Unmatched Transactions tab of the Matching dialog, the View Supporting Details icon has been removed. To view the supporting details for a transaction, click the link in the Support ID column. The details are displayed in the Supporting Details dialog.