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 |
|---|---|---|---|
| 29 SEP 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. |
|||||
|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
||
Allow Connections from Specific Countries Only to OCI (Gen 2) Environments |
||||||
Scripts to Archive and Then Purge Archived Matched Transactions |
||||||
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.
Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, October 6, 2023.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, October 20, 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, October 6, 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.
Oracle Cloud Infrastructure Migration
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 will migrate all Classic Commercial environments to OCI by the end of 2023 using monthly migration waves.
Oracle has sent notifications for Oracle-managed migrations specifying the migration schedule. By now, you must have received notifications for all Classic Commercial environments that were not scheduled for migration in earlier waves or migrated through the Customer-Managed Migration option. Follow the instructions in the notification. For Migration waves schedule information, see EPM Cloud Classic to OCI Migration Schedule in the Oracle Enterprise Performance Management Cloud Operations Guide.
For customers whose environments were included in Wave 7 (July 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 23.10 (October) monthly update. If you prefer not to have the migration take place in the 23.10 monthly update, please skip the 23.10 update using the skipUpdate EPM Automate command, the Skip Updates REST API or a service request to Oracle .
- All Classic environments in the Amsterdam (EM2) Data Center must be migrated by the 23.10 monthly update. If your environment in the Amsterdam Data Center is on a one-off patch not merged in 23.10, the cloning from this Classic environment to OCI environment will still occur during the 23.10 update. Similarly, If you are skipping the 23.10 monthly update on a Classic environment in the Amsterdam Data Center using the skipUpdate EPM Automate command, the Skip Updates REST API or a service request to Oracle, the cloning from the Classic environment to the OCI environment will still occur during the 23.10 update.
- If your environments are included in Wave 8 (August 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
Oracle is no longer accepting any service request for Customer-Managed Migration, and expects all Customer-Managed Migrations to finish by these deadlines:
- Amsterdam (EM2) Data Center: Finish migration by the end of October 2023. Oracle will terminate Classic environments in the Amsterdam (EM2) Data Center in November 2023.
- All other data centers: Finish migration by the end of November 2023. Oracle will terminate Classic environments in other data centers in December 2023.
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
Allow Connections from Specific Countries Only to OCI (Gen 2) Environments
You can now request Oracle to allow connections originating from specific countries only to OCI (Gen 2) environments. After this request is implemented, any connection attempt originating from any other country will be blocked.
Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Business Benefit: This feature allows you to block connection attempts originating from unwanted countries.
Steps to Enable
See Requesting to Allow Only Connections Originating in Specific Countries to OCI (Gen 2) Environments in Oracle Enterprise Performance Management Cloud Operations Guide
Key Resources
- Allow Connections from Specific Countries Only to OCI (Gen 2) Environments in Getting Started Guide for Administrators
Change in Sender Email Address on OCI (Gen 2) Environments
Starting with this update, the sender email address for the emails sent from OCI (Gen 2) environments will be changed to no.reply@epm.oraclecloud.com.
Business Benefit: This change helps with the future support of other OCI realms. For example, the sender email address for OC2 realm will be different.
Key Resources
- Default EPM Cloud Email Address in Getting Started Guide for Administrators
- OCI (Gen 2) Geographical Regions and Identifiers in Oracle Enterprise Performance Management Cloud Operations Guide
New Version of Oracle Smart View for Office
Oracle Smart View for Office version 23.200 is now available from My Oracle Support and Oracle Technical Resources (formerly Oracle Technology Network).
The following new features are included:
- Search for Reports, Documents, and Task Lists in Smart View
- Member Selection Available for POV and Prompts in Reports
- Insert Multiple Reports in the Same Workbook
- New Search Field in Business Rules Dialog
- Formula, Label, and Comment Rows and Columns Supported in Flex Forms
- Set Formatting for Numbers in Oracle Essbase
- Support for Special Characters in Oracle Essbase
- New Diagnostic Options Settings to Focus Data Collection
- New Health Check Setting to Enable Compatibility Between Smart View and Smart View (Mac and Browser)
- Compatibility of Oracle Essbase Ad Hoc Grids Between Smart View and Smart View (Mac and Browser)
- Support for Microsoft Office Themes (Including Dark Theme) for Extensions in Smart View
- Improved Experience when Submitting from Free-Form Grid with Scaling Options Enabled
- New VBA Functions: HypLoginEssbaseCloudBasicAuth and HypSetBasicAuthToken
Business Benefit: This Smart View release includes new features and defect fixes.
Steps to Enable
Download and install Smart View. See Downloading and Installing Clients in Getting Started with Oracle Enterprise Performance Management Cloud.
Key Resources
- Working with Oracle Smart View for Office
- Developing Applications for Oracle Smart View for Office
- Oracle Smart View for Office Readme
Lock Unlock Data Integration for Account Reconciliation
Task Manager includes a new process automation integration for Account Reconciliations called Lock Unlock Data Integration. (This integration is already available in Planning and Planning Modules).
The lock operation prevents data from being loaded to a selected POV by location, or application associated with a period and category. When a location or application has been locked, you cannot import, validate, export, or rerun a validation.
An unlock operation enables you to unlock a locked location or application.
Business Benefit: This integration allows you to efficiently manage your Account Reconciliation data movements from Task Manager.
Key Resources
-
Automation Integrations for EPM Cloud in Administering Financial Consolidation and Close
Scripts to Archive and Then Purge Archived Matched Transactions
The Working with EPM Automate for Oracle Enterprise Performance Management Cloud guide has been updated with Windows and Linux/UNIX scripts that you can customize to archive matched transactions and purge archived matched transactions. These scripts use the archiveTmTransactions and purgeArchivedTMTransactions to complete these tasks. Additionally, the script automatically copies a zip file containing archived matched transactions to an Oracle Object Storage bucket of your choice as a backup.
Business Benefit: These scripts facilitate automatic archival and purging of old matched transactions.
Steps to Enable
See Archive Old Matched Transactions and Purge Archived Transactions in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.
Key Resources
- Archive Old Matched Transactions and Purge Archived Transactions in 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
EPM Cloud Plan to Transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM)
EPM Cloud environments on OCI (Gen 2) will transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM) domains in the coming months. For information on IAM, see Overview of Identity and Access Management.
After this transition, existing IDCS administration and My Profile functionalities will remain the same, but will be hosted on Oracle Cloud Console. The Oracle Cloud sign-in page will have an updated design to match the latest Oracle Cloud design guidelines.
Please see Schedule - Identity Domains to Existing OCI Tenancies for the estimated schedule for introducing OCI IAM identity domains to different OCI regions.
Note: As part of this transition accessing Identity Console and Managing Users will require Multi Factor Authentication (MFA) configuration. You will be prompted to set up MFA for your user after you log in for the first time.
Change in Application Role Names
In a future update, Oracle will rename some application roles to align role names across business processes. The following application role name changes will be made:
| Current Application Role Name | Proposed Application Role Name |
|---|---|
| Access Control Manager |
Access Control - Manage |
| Ad Hoc Grid Creator |
Ad Hoc - Create |
| Ad Hoc Read Only User |
Ad Hoc - Read Only User |
| Ad Hoc User |
Ad Hoc - User |
| Manage Alert Types |
Alert Types - Manage |
| Announcements? Manage |
Announcements - Manage |
| Manage Announcements |
Announcements - Manage |
| Application Creator |
Application - Create |
| Mass Allocation |
Application - Mass Allocate |
| Approvals Administrator |
Approvals - Administer |
| Approvals Ownership Assigner |
Approvals - Assign Ownerships |
| Approvals Process Designer |
Approvals - Design Process |
| Approvals Supervisor |
Approvals - Supervise |
| Auditor |
Audit |
| View Audit |
Audit - View |
| Run Calculation |
Calculation - Run |
| Delete Calculation History |
Calculation History - Delete |
| View Calculation History |
Calculation History - View |
| Consolidation Journals - Approve |
Consolidation Journals - Approve |
| Consolidation Journals - Auto-Post after Approval |
Consolidation Journals - Auto-Post after Approval |
| Consolidation Journals - Create |
Consolidation Journals - Create |
| Consolidation Journals - Manage Periods |
Consolidation Journals - Manage Periods |
| Consolidation Journals - Post |
Consolidation Journals - Post |
| Consolidation Journals - Submit |
Consolidation Journals - Submit |
| Consolidation Journals - Un-Post |
Consolidation Journals - Un-Post |
| Reconciliation Manage Currencies |
Currencies - Manage |
| Data Integration Administrator |
Data Integration - Administrator |
| Create Integration |
Data Integration - Create |
| Drill Through |
Data Integration - Drill Through |
| Run Integration |
Data Integration - Run |
| Manage Data Loads |
Data Loads - Manage |
| Documents - Manage |
Documents - Manage |
| Reconciliation View Jobs |
Jobs - View |
| Migration Administrator |
Migrations - Administer |
| Create Model |
Model - Create |
| Delete Model |
Model - Delete |
| View Model |
Model - View |
| Task Manager - Manage Dashboards |
Operational Dashboards - Manage |
| Task Manager - Manage Reports |
Operational Reports - Manage |
| Manage Organizations |
Organizations - Manage |
| Manage Periods |
Periods - Manage |
| View Periods |
Periods - View |
| Create POV |
POV - Create |
| Delete POV |
POV - Delete |
| Clear POV Data |
POV Data - Clear |
| Copy POV Data |
POV Data - Copy |
| Edit POV Status |
POV Status - Edit |
| Reconciliation View Profiles |
Profiles - View |
| Manage Profiles and Reconciliations |
Profiles and Reconciliations - Manage |
| Create profit Curve |
Profit Curve - Create |
| Edit Profit Curve |
Profit Curve - Edit |
| Run Profit Curve |
Profit Curve - Run |
| Reconciliation Manage Public Filters and Views |
Public Filters and Views - Manage |
| Reconciliation Commentator |
Reconciliation - Commentator |
| Reconciliation Manage Teams |
Reconciliation - Manage Teams |
| Reconciliation Preparer |
Reconciliation - Preparer |
| Reconciliation Reviewer |
Reconciliation - Reviewer |
| Reconciliation Manage Reports |
Reports - Manage |
| Create / Edit Rule |
Rule - Create / Edit |
| Delete Rule |
Rule - Delete |
| Run Rule Balancing |
Rule Balancing - Run |
| Mass Edit of Rules |
Rules - Mass Edit |
| Task List Access Manager |
Task List - Manage Access |
| Task Manager - Approver |
Task Manager - Approver |
| Task Manager - Assignee |
Task Manager - Assignee |
| Task Manager - Manage Artifacts |
Task Manager - Manage Artifacts |
| Task Manager - Manage Public Filters and Views |
Task Manager - Manage Public Filters and Views |
| Task Manager - Manage System Services and Settings |
Task Manager - Manage System Services and Settings |
| Task Manager - Manage Tasks |
Task Manager - Manage Tasks |
| Task Manager - Manage Users and Teams |
Task Manager - Manage Users and Teams |
| Task Manager - View Audit |
Task Manager - View Audit |
| Run Trace Allocation |
Trace Allocation - Run |
| Reconciliation Manage Users |
Users - Manage |
| Run Validation |
Validation - Run |
| View Creator |
Views - Create |
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.
ACCOUNT RECONCILIATION
Change to the Unmatched Transactions Tab
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.