What's New

May 2024 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:

Overview

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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

Account Reconciliation (NSAR)

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, May 3, 2024.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, May 17, 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, May 3, 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.

Helpful Information

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.

EPM Cloud Platform

Oracle Cloud Infrastructure Migration

Oracle-Managed OCI Migration for Classic UK Government Environments

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 has already sent, in the beginning of April 2024, notifications about the upcoming migration. Please follow the instructions in the notification. Your OCI environments will be available in May 2024. When you receive the OCI environments, complete the optional activities documented at Oracle-Managed Migration before July 2024. 

In July 2024, while applying the monthly update 24.07 during the daily maintenance window, Oracle will automatically clone your OCI environments from Classic environments, change the DNS configuration so that the existing Classic service URLs are routed to the OCI environments, and terminate Classic environments. Cloning of test environments will be done on the first Friday of July 2024. Cloning of production environments will take place on the third Friday of July 2024.

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 in EPM Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration in Oracle Enterprise Performance Management Cloud Operations Guide.

Key Resources

• Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
• Oracle-Managed Migration in Oracle Enterprise Performance Management Cloud Operations Guide

Security & Access

IDCS Administrator Roles Outlined in Getting Started Guide

The Getting Started with Oracle Enterprise Performance Management Cloud for Administrators outlines the available IDCS administrator roles in the EPM Cloud environments and their privilege and limitations.

Business Benefit: The Getting Started with Oracle Enterprise Performance Management Cloud for Administrators now provides comprehensive details on all available IDCS administrator roles within the EPM Cloud environment.

Key Resources

• Managing EPM Cloud Users and Roles in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Information on EPM Cloud Compliance with Oracle's Global Trade Policies in Getting Started Guide

The Getting Started Guide for Administrators is now updated with information on EPM Cloud compliance with the Oracle’s worldwide trade compliant business policies listed at Oracle Global Trade Policy (GTC). This includes restricting access from the Embargo countries.

Business Benefit: Oracle Global Trade Compliance (GTC) is responsible for import and export oversight, guidance, and enforcement to enable worldwide trade compliant business processes across Oracle, in order to uphold and protect Oracle's global trade privileges and ensure the success of Oracle's business.

Key Resources

• Understanding EPM Cloud Security Compliance Features in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Updated Application Role Descriptions and Mapping in the Administering Access Control Guide

The Administering Access Control for Oracle Enterprise Performance Management Cloud guide has been updated with detailed descriptions of all application roles. it also maps these application roles to the predefined roles in which they are included.

Business Benefit: This detailed descriptions of application roles and their mapping to predefined roles will help you in deciding and designing the application roles to assign to specific users or groups to achieve segregation of duties.

Key Resources

• Managing Role Assignments at the Application Level in Administering Access Control for Oracle Enterprise Performance Management Cloud

Daily Maintenance

Information on Restricted Operations During Daily Maintenance in Getting Started Guide

Some operations are restricted during the daily maintenance of EPM Cloud environments. For some business processes, all operations may be restricted. Information on all restricted operations during the daily maintenance of EPM Cloud environments is now outlined in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Business Benefit: The details about operational restrictions during Daily Maintenance will help manage expectations and minimize potential disruptions.

Key Resources

• Daily Maintenance Operations in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Rest APIs

New Optional Query Parameters for the User Group Report (v2) REST API

The User Group Report (v2) REST API now supports the following optional query parameters:

• userlogin: Generates a User Group Report for the specified user.
• groupname: Generates a User Group Report for the users belonging to the specified group name.

The structure of the JSON response has also been modified.

Business Benefit: These parameters help generate the User Group Report only for selected users or groups.

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.

Tips And Considerations

Benefit from the Implementation Best Practices for EPM Cloud REST APIs in REST API for Oracle Enterprise Performance Management Cloud.

Key Resources

• User Group Report (v2) in REST API for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrators

Account Reconciliation

Generate Query Wizard for Custom Reports Supports Balance and Detail Balances

Additional attributes are supported when creating custom reports based on Reconciliation Compliance data. In the Generate Query dialog, you can select Balance and Detail Balances when specifying the attributes to be queried or filtered.

Business Benefit: This feature enhances the functionality of custom reports by enabling you to use additional attributes when creating custom queries.

Key Resources

• Generating a Query in Administering Account Reconciliation

New Configuration Setting to Specify the Date Format for Export Journal Jobs in Transaction Matching

When exporting transactions or adjustments as journal entries, you can specify the format used for date columns. Service Administrators can use the Transaction Matching Journal Export Date Format configuration setting to specify the date format.

Business Benefit: This feature improves usability and provides additional flexibility when exporting journal entries.

Key Resources

• Configuring Date and Time Settings in Setting Up and Configuring 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

Upgrade to the Redwood Experience and the Removal of Non-Redwood Themes

In the July update (24.07) of EPM Cloud, Oracle will automatically update all EPM Cloud environments that use a non-Redwood theme to the Redwood Experience. As a result, themes outside of the Redwood Experience will no longer be supported.

Customers who are currently using non-Redwood themes are encouraged to switch to the Redwood Experience as soon as possible to take advantage of its numerous features, including compact navigation and theme background choices with support for custom logos and background. Oracle recommends that you use a maximum Windows display scale setting of 125% when using the Redwood Experience.

For more information on the Redwood Experience, see these information sources in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators:

• About Redwood Experience
• Configuring EPM Cloud Appearance

NOTE: Non-Redwood themes will no longer be supported starting with the June (24.06) release of Enterprise Data Management only.

Allow access to static.oracle.com

Customers are reminded 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.

See About Redwood Experience in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

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 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

Limit the Number of Transactional Attachments

In a future update, the number of Transactional Attachments that appear in the Reconciliation Attachment drawer will be capped at 100. This is to prevent display issues with certain browsers.

Change to Options in the Rules Tab of the Add Attribute Assignment Dialog

Starting in the February (24.02) update, 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.

Change in the Default 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.