- Revision History
- Overview
- Feature Summary
- Account Reconciliation (NSAR)
-
- CPM Common
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- OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Not Available Any Longer
- Announcement: Data Management Feature Migration to Data Integration
- Virus Scan on Uploaded Files in OCI (Gen 2) Environments
- EPM Automate Updates
- REST APIs for Virus Scan in OCI (Gen 2) Environments
- REST API Updates Adding and Removing Users from an Identity Domain
- New EPM Center of Excellence Web Page
- All Data Type Data Load Using Jobs Option in Data Management
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- Account Reconciliation
- CPM Common
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 |
|---|---|---|---|
| 02 JUN 2023 | Account Reconciliation | Increasing Default Governor Limits in Account Reconciliation |
Removed feature from June 2023 update. |
| 25 MAY 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.
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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 |
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Announcement: Data Management Feature Migration to Data Integration |
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REST API Updates Adding and Removing Users from an Identity Domain |
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All Data Type Data Load Using Jobs Option in Data Management |
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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 3 (March 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 23.06 (June) monthly update. If you prefer not to have the migration take place in the 23.06 monthly update, please run the skipUpdate EPM Automate command to skip the 23.06 update.
- If your environments are included in Wave 4 (April 2023 Migration Notification), you must already have received your OCI instances. 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 5 (May 2023 Migration Notification), you will receive your OCI instances in June 2023.
- If your environments are included in Wave 6, you will be notified on June 5, 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
Announcement: Data Management Feature Migration to Data Integration
Starting with the August (23.08) 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 23.08 – we are only moving a few features now that have 100% parity with Data Integration. 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 is available in this update (23.06).
- The Report Definition feature will not be migrated, only the Report Execution feature. Please note that Account Reconciliation provides 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 Cloud EPM integrations more easily.
Key Resources
Virus Scan on Uploaded Files in OCI (Gen 2) Environments
Service Administrators can now enable virus scan on the files being uploaded to OCI (Gen 2) environments using the new EPM Automate command or REST API introduced in this update. Scanning files before they are uploaded prevents the possibility of uploading viruses to the environment.
In any EPM Cloud business processes there are user-initiated procedures that require file upload, attachment, importing, or saving.
Some examples are:
- Uploading a file to load data into the application
- Attaching a file to a cell in a Planning form
- Uploading a doclet to a report package in Narrative Reporting
- Saving a file to the Library folders under Documents in Profitability and Cost Management
- Importing tasks into templates in Task Manager
- Uploading a photo image in User Preferences in any EPM Cloud business process
When virus scan is enabled, and a virus is detected in a file during an applicable supported operation, the file is not saved in the environment.
Business Benefit: Enabling virus scanning helps you enhance the security of your OCI (Gen 2) environment by ensuring that no one can upload infected files to the environment.
Steps to Enable
EPM Cloud service administrators enable virus scan using the new EPM Automate or REST API commands described in EPM Automate Updates and REST APIs for Virus Scan in OCI (Gen 2) Environments.
Key Resources
- Virus Scan on Uploaded Files in OCI (Gen 2) Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud
- REST API for Oracle Enterprise Performance Management Cloud
A new version of EPM Automate is now available. This version introduces the getVirusScanOnFileUploads and setVirusScanOnFileUploads commands. These commands provide additional security during file uploads in OCI (Gen 2) environments by allowing you to turn on virus scan on the files being uploaded. Scanning files before they are uploaded prevents the possibility of uploading viruses to the environment. Additionally, a new optional parameter messageType has been added to the validateModel command to record validation status. Also, commands that perform Access Control functions (assignRole, addUsertoGroups, addUserstoGroup, createGroups, deleteGroups, removeUserFromGroups, removeUsersFromGroup, roleAssignmentReport, unassignRole, and userGroupReport) have been enhanced so that they can be run also by users assigned to the Access Control Manager application role, which is a new role available only for Oracle Enterprise Data Management Cloud at this time.
getVirusScanOnFileUploads Command
This command lists whether the virus scan on uploaded files is enabled on your OCI (Gen 2) environment.
setVirusScanOnFileUploads Command
This command enables the virus scan before a file is uploaded to an OCI (Gen 2) environment. Only virus free files are uploaded to the environment. By default, the virus scan is disabled.
New messageType for validateModel Command
The validateModel command for Enterprise Profitability and Cost Management has been enhanced with the messageType optional parameter. This parameter enables you to capture model validation status in the validation output file.
Updates to Access Control Group and Role Management Commands
The assignRole, addUsertoGroups, addUserstoGroup, createGroups, deleteGroups, removeUserFromGroups, removeUsersFromGroup, roleAssignmentReport, unassignRole, and userGroupReportand commands have been enhanced so that they can also be run by a user assigned to the Access Control Manager application role. This is a new role introduced in this monthly update only for Enterprise Data Management Cloud.
Business Benefit: The getVirusScanOnFileUploads and setVirusScanOnFileUploads commands help you enhance the security of your OCI (Gen 2) environment by ensuring that no one can upload infected files to the environment. Update to the validateModel command brings its behavior in line with screen-based model validation. Changes to the Access Control group and role management commands provide for delegation of duties so that a user who is not assigned to the Service Administrator predefined role can manage groups and roles.
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
REST APIs for Virus Scan in OCI (Gen 2) Environments
Two new REST APIs are available to provide additional security during file uploads in OCI (Gen 2) environments by allowing you to turn on virus scan on the files being uploaded. Scanning files before they are uploaded prevents the possibility of uploading viruses to the environment.
- Set Virus Scan on File Upload enables/disables the virus scan on a file upload.
- Get Virus Scan on File Upload returns true or false depending on whether a virus scan on file upload has been enabled.
Business Benefit: The Set Virus Scan on File Upload and Get Virus Scan on File Upload REST APIs help you enhance the security of your OCI (Gen 2) environment by ensuring that no one can upload infected files to the 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
- REST API for Oracle Enterprise Performance Management Cloud
Access Requirements
- Service Administrators
REST API Updates Adding and Removing Users from an Identity Domain
Two new version 2 REST APIs are available for adding and removing users from an Identity Domain. Version 2 REST APIs contain all parameters in the payload and do not require URL encoding while calling the REST APIs. Version 2 REST APIs are backward compatible, so no changes are needed for existing REST APIs.
- Add Users to an Identity Domain (v2) adds users that are provided in the request payload.
- Remove Users from an Identity Domain (v2) removes the identity domain accounts that are provided in the request payload.
Business Benefit: The new version of the REST APIs is easier to use, and does not require URL encoding.
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
- Rest API for Oracle Enterprise Performance Management Cloud
Access Requirements
- Service Administrators
New EPM Center of Excellence Web Page
Visit the new EPM Center of Excellence web page to see the benefits of creating and running an EPM Center of Excellence (CoE), which promotes the most effective use of an EPM platform and helps you deliver better business results. Organizations, including many of our customers, have been adopting this CoE approach to ensure that they continue to get more value out of their investment in Cloud Enterprise Performance Management (EPM).
Learn more:
- Use the checklist to create an EPM CoE.
- Understand the benefits and value proposition of a CoE.
- Build your business strategy.
Business Benefit: A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.
Tips And Considerations
Use the EPM CoE checklist to get started.
Key Resources
- Visit the Oracle EPM Center of Excellence page.
- Watch the webinars on Cloud Customer Connect:
- Watch the videos: Overview: EPM Center of Excellence and Creating an EPM Center of Excellence .
- Get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence.
All Data Type Data Load Using Jobs Option in Data Management
In Data Management, when you execute a data load and the load method is “All Data Type with Security” for the export step (the step to load data to the EPM Cloud), a new job is created on the Jobs page in Planning, which is the current default behavior.
To use the old method for loading the data, select No for the All Data Type Load Using Jobs option in System Settings. The option to load without creating a job will be removed in a later update. The new option is provided for backward compatibility during the transition period.
Business Benefit: An application administrator now has visibility to all the data loads being performed.
New Setting in Formats to Prevent Upload of Files
A new option named Prevent File Upload is added to formats. When this option is selected for a format, users cannot attach files to the reconciliations that use this format. Users may still use the option to attach a link.
Business Benefit: This setting enables Service Administrators to prevent users from uploading files to certain reconciliations.
Key Resources
-
Creating Formats in Setting Up and Configuring Account Reconciliation