- Revision History
- Overview
- Feature Summary
- Account Reconciliation (NSAR)
- EPM Cloud Platform
- Account Reconciliation
-
- Reverse Adjustment Created Automatically During Unmatch Operations
- Export Transactions from the Balancing Panel Into a Single File
- Export to Microsoft Excel Using the .xlsx Format
- New REST API to Import Attribute Values
- New importRCAttributeValues EPM Automate Command
- New importTMAttributeValues EPM Automate Command
-
- IMPORTANT Actions and Considerations
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 |
|---|---|---|---|
| 05 FEB 2024 | Account Reconciliation |
Updated document. Added feature to February 2024 Update. |
|
| 05 FEB 2024 | EPM Cloud Platform |
Request Custom Sender Email Address for OCI (Gen 2) Environments |
Updated document. Added Feature to February 2024 Update. |
| 26 JAN 2024 | 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. |
|||||
|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
||
Request Custom Sender Email Address for OCI (Gen 2) Environments |
||||||
EPM Spotlight: Scripts to Notify Users When the Daily Maintenance is Complete |
||||||
EPM Spotlight: Scripts to Support Quarterly Updates with Six Week Test Cycles |
||||||
EPM Spotlight: Updated Sample Scripts to Make Them Executable |
||||||
Reverse Adjustment Created Automatically During Unmatch Operations |
||||||
Export Transactions from the Balancing Panel Into a Single File |
||||||
Be sure to review the details of the significant feature(s) being introduced this month.
New best practices scripts are available to standardize and optimize your EPM Automate processes. Review the EPM Automate EPM Spotlight features under EPM Cloud Platform in this What's New document.
Business Benefit: Spotlight features are important enhancements that can significantly impact the EPM Cloud user experience.
Key Resources
- EPM Automate under EPM Cloud Platform in this What's New document
Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, February 2, 2024.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, February 16, 2024.
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. The monthly update will also not be applied to any environment on a one-off patch where the fix for the underlying issue is not in this monthly update.
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, February 2, 2024.
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.
The security compliance features listed in Getting Started with EPM Cloud for Administrators are updated with the TLS certificate renewal policy. Oracle Enterprise Performance Management Cloud automatically renews TLS certificates yearly on Classic environments, and every 6 months on OCI environments. The process is seamless and does not disrupt the operations of different interfaces, such as web browsers, Oracle Smart View for Office, EPM Automate, and EPM Agent.
Business Benefit: The guide now reflects the periodic certificate renewal policy.
Key Resources
- TLS Certificate Annual Renewal in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Allow Access to static.oracle.com
The Getting Started with Oracle Enterprise Performance Management Cloud for Administrators guide is updated to remind customers to allow access to static.oracle.com. For the Oracle Redwood Experience to work, customers must allow access to static.oracle.com, which provides image files, JavaScript, and other static content for the Redwood Experience.
Business Benefit: Access to static.oracle.com ensures that EPM Cloud user interface will work properly. Without this access some of the functionality will not work.
Key Resources
- About Redwood Experience in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Updates to EPM Cloud Accessibility Guide
The EPM Cloud Accessibility Guide has been revised and enhanced to provide the most up-to-date and user-friendly experience.
Business Benefit: The Accessibility Guide has undergone a thorough review, revision, and enhancement to provide the most current and user-friendly experience.
Key Resources
Updates to the Role Assignment Audit Report
The Role Assignment Audit Report has been redesigned to display time in 24 hour format in the Date and Time column. Previously, this column of the report showed time in 12 hour format.
Business Benefit: Displaying the time in 24 hour format helps customers easily identify the time when role assignment changes were made.
Key Resources
- roleAssignmentAuditReport in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
Request Custom Sender Email Address for OCI (Gen 2) Environments
The Oracle Enterprise Performance Management Cloud Operations Guide is updated with a standard operating procedure to request custom sender email address for OCI (Gen 2) Environments if you do not want to use the default EPM Cloud sender address no.reply@epm.oraclecloud.com.
Business Benefit: This standard operating procedures allows you to use a custom sender email address to distinguish EPM Cloud emails.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Requesting Custom Sender Email Address for OCI (Gen 2) Environments in Oracle Enterprise Performance Management Cloud Operations Guide
Option to Disallow Service Administrators from Assigning Predefined Roles in OCI (Gen 2) Environments
Your organization's policies may require you to restrict the ability to assign predefined roles in EPM Cloud account to Identity Domain Administrators. In such cases, you can now request Oracle to prevent Service Administrators from assigning predefined roles to users. After Oracle implements this request, only Identity Domain Administrators will be able to assign predefined roles to users on any environment in that cloud account. Information to request that Service Administrators be disallowed from assigning predefined roles is available in the Oracle Enterprise Performance Management Cloud Operations Guide.
Business Benefit: Limiting the ability to assign predefined roles to Identity Domain Administrators allows you to implement stricter user management policies.
Key Resources
- Requesting to Disallow Service Administrators to Assign Predefined Roles in OCI (Gen 2) Environments in Oracle Enterprise Performance Management Cloud Operations Guide
EPM Spotlight: Scripts to Notify Users When the Daily Maintenance is Complete
The daily maintenance of Oracle Enterprise Performance Management Cloud environments usually takes a much shorter time than the one hour earmarked for it. You can now use the generic Windows, Linux/UNIX, and Groovy scripts available in the Working with EPM Automate for Oracle Enterprise Performance Management Cloud guide to automate the process of notifying users when the daily maintenance is complete.
Business Benefit: Notifying users about the completion of daily maintenance allows them to resume activities within the environment right after the daily maintenance is complete, making the daily outage duration shorter.
Key Resources
- Inform Users of Daily Maintenance Completion in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
EPM Spotlight: Scripts to Support Quarterly Updates with Six Week Test Cycles
Generic Windows, Linux/UNIX, and Groovy scripts that allow you to create a quarterly EPM Cloud update cadence with six week test cycles is now available in the Working with EPM Automate for Oracle Enterprise Performance Management Cloud guide. By default, EPM Cloud applies a monthly update to your environments. You can use a customized version of these scripts to automate the process of skipping monthly updates so that they are applied on a quarterly basis with a six week test cycle. In this case, not only your test and production environments will be updated every quarter but also your production environments will be updated with a monthly update six weeks after your test environments are updated with the same monthly update.
Business Benefit: These generic scripts help you establish a quarterly update with six week test cycle for your EPM Cloud updates.
Key Resources
- Create a Quarterly EPM Cloud Upgrade Cadence with Six Week Test Cycles in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
EPM Spotlight: Updated Sample Scripts to Make Them Executable
Generic Windows and Linux/UNIX sample scripts available in the Working with EPM Automate for Oracle Enterprise Performance Management Cloud guide are updated to make them executable. Customers and partners can now customize and reuse these scripts to meet specific requirements.
Business Benefit: These generic scripts provides you a starting point for creating your own scripts for performing various activities within EPM Cloud.
Key Resources
- Command Execution Sample Scenarios in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
Reverse Adjustment Created Automatically During Unmatch Operations
When you unmatch a match that contains an adjustment, and the Extract Status of the adjustment is Closed, Account Reconciliation automatically creates a reverse adjustment.
Business Benefit: This feature provides ease of use and improves efficiency because users no longer need to manually create reverse adjustments in the source system. It also prevents errors that could occur when users manually create these reverse adjustments.
Key Resources
- Understanding Reverse Adjustments in Reconciling Accounts with Account Reconciliation
Export Transactions from the Balancing Panel Into a Single File
Users can export transactions contained in the Less Unmatched, Less Unmatched Supported, and Less Matched In-Transit buckets of a reconciliation, for a specified period, more efficiently. Use the Balance Report Transactions option to export these transactions.
Business Benefit: This feature enhances usability by providing a zip archive that contains details of all transactions in the Balancing panel. It also helps users to analyze the changes to these transactions over time.
Key Resources
-
Using the Balance Report Transactions in Reconciling Accounts with Account Reconciliation
Export to Microsoft Excel Using the .xlsx Format
When exporting to Microsoft Excel, you can now use the .xlsx format. The Excel Export Format configuration setting specifies whether the .xls or .xlsx format is used when exporting to Microsoft Excel. The default is .xls.
Business Benefit: This feature provides additional flexibility when exporting data from Account Reconciliation.
Key Resources
- Settings for Reports in Setting Up and Configuring Account Reconciliation
New REST API to Import Attribute Values
You can now use a REST API to import values into an existing list attribute or group attribute.
Business Benefit: This feature enables you to automate the process of importing attribute values.
Key Resources
New importRCAttributeValues EPM Automate Command
The importRCAttributeValues command imports values into Reconciliation Compliance list or group attributes in Account Reconciliation.
Business Benefit: This command facilitates the automation of the process of importing attribute values into Reconciliation Compliance.
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
New importTMAttributeValues EPM Automate Command
The importTMAttributeValues command imports values into Account Reconciliation Transaction Matching group attributes.
Business Benefit: This command facilitates the automation of the process of importing attribute values into Transaction Matching lists or groups.
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
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
Allow access to static.oracle.com
The Getting Started with EPM Cloud for Administrators Guide is updated to remind customers to allow access to static.oracle.com. For the Oracle Redwood Experience to work, Customers must allow access to static.oracle.com, which it provides image files, JavaScript, and other static content.
See About Redwood Experience in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.
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
Change to Options in the Rules Tab of the Add Attribute Assignment Dialog
Starting in this update (February, 24.02), in the Transaction Detail section of a format, the option Do Not Display – Anywhere is not available when you specify access details by adding a rule on the Rules tab of the Add Attribute Assignment dialog. However, you can use the Do Not Display – Anywhere option when specifying access details using the Properties tab of the Add Attribute Assignment dialog.
Removal of Support for .xls Format When Exporting to Microsoft Excel
In a future update, the default format for exporting the table data to Microsoft Excel will be changed to .XLSX instead of .XLS.