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 |
|---|---|---|---|
| 13 SEP 2023 | Account Reconciliation | Activity Report Enhanced with Account Reconciliation Journal Runtime Metrics |
Removed feature from September 2023 update. |
| 25 AUG 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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Support for Importing Transactions Into a Match Type in Parallel Mode |
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Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, September 1, 2023.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, September 15, 2023.
NOTE: The monthly update will not be applied to any environment for which this monthly update is requested to be skipped using the EPM Automate skipUpdate command or service request to Oracle.
NOTE: Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle strongly recommends that you download the maintenance snapshot every day to a local server.
The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, September 1, 2023.
NOTE: Some of the links to new feature documentation included in this readiness document will not work until after the Oracle Help Center update is complete.
Documentation Updates Available One Week After Readiness Documents
Updated documentation is published on the Oracle Help Center on the first Friday of each month, coinciding with the monthly updates to Test environments. Because there is a one week lag between the publishing of the readiness documents (What's New and New Feature Summary) and Oracle Help Center updates, some links included in the readiness documents will not work until the Oracle Help Center update is complete.
https://docs.oracle.com/en/cloud/saas/epm-cloud/index.html
Fixed Issues and Considerations for EPM Cloud Platform
Software issues addressed each month and considerations are posted to a knowledge article on My Oracle Support. Click here to review. You must have a My Oracle Support login to access the article.
NOTE: Fixed issues for EPM Cloud Platform components (Smart View for Office, EPM Automate, REST API, Migration, Access Control, Data Management/Data Integration, Reports, Financial Reporting, and Calculation Manager) are available in a separate document on the My Oracle Support “Release Highlights” page.
This provides visibility into EPM Cloud release contents.
Business Benefit: These resources can help you optimize your EPM implementation and user experience by providing valuable information and user assistance.
A new tutorial is available:
Setting Up Security in Cloud EPM Business Processes
This tutorial describes the layers of security in Cloud EPM business processes and shows you how to manage security using Access Control and access permissions.
Business Benefits: Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.
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. Follow the instructions in the notification.
For customers whose environments were included in Wave 6 (June 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 23.09 (September) monthly update. If you prefer not to have the migration take place in the 23.09 monthly update, please run the skipUpdate EPM Automate command to skip the 23.09 update.
- All Classic environments in the Amsterdam (EM2) Data Center must be migrated by Wave 6. If your environment in Amsterdam Data Center is scheduled to be migrated in Wave 6, you can skip the migration for up to one month only.
- If your environments are included in Wave 7 (July 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
- If your environments are included in Wave 8 (August 2023 Migration Notification), you will receive your OCI environments in September 2023. Because your OCI environments may be provisioned at different times, you may not receive notification emails for all the environments at the same time.
-
By Wave 8, 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.
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, 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
Export Groups to CSV Functionality in Access Control
Service Administrators and Access Control Managers can now export all EPM Cloud Group names and descriptions to a Groups.csv file using the Export to CSV button in Manage Groups tab of Access Control. The Export to CSV button is disabled if there is no group in Access Control to export.
Business Benefit: You can now export and review group information using Groups.csv file.
Key Resources
- Exporting EPM Cloud Groups to a CSV File in Administering Access Control for Oracle Enterprise Performance Management Cloud
New Locations Page in Data Integration
A Location page is now available in Data Integration. Customers can view available locations and optionally delete any unused locations.
The Locations page can be accessed by selecting Locations from the Action menu.
On the Locations page, you can view all available locations.
Business Benefit: Customers can view location detail such as the import format, or the source and target for the location. Additionally, customers can delete unused locations on the Locations page.
Key Resources
- Viewing Locations in Administering Data Integration for Oracle Enterprise Performance Management Cloud
System Settings Supported in Data Integration
Predefined system-level options can now be set in Data Integration. You can set, update and clear values that apply to the entire system.
System-level options can be accessed by selecting System Settings from the Action menu.
On the System Settings page, select the option to add or change.
Image Shows The System Settings Page.
Application-level settings and User-level settings can only be set in Data Management.
Business Benefit: You can set system-level values on the fly to accommodate various business needs in Data Integration. Previously system-level options could only be specified in Data Management.
Key Resources
- System Settings in Administering Data Integration for Oracle Enterprise Performance Management Cloud
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.
Business Benefit: Data Integration is the next generation of the Data Management user interface. It enables users to build and manage EPM Cloud integrations more easily.
Key Resources
New videos are available.
Using Chart View in Account Reconciliation
Learn how to create charts by using Chart View to visually analyze reconciliations. You learn how different chart types help illustrate trends and tendencies and highlight differences and improvements.
Working with Custom Dashboards in Account Reconciliation
Custom dashboards provide greater visibility into your reconciliation process. Learn how to create a custom dashboard using a Combination chart, a Dual Y-axis chart, a Pie chart, and a Burndown chart.
Business Benefit: Videos provide 3-5 minute overviews and step-by step instructions to perform tasks and achieve an outcome.
Exporting and Importing Individual Artifacts
Certain artifact values may now be migrated individually or in total by artifact instead of migrating the entire environment at once. Artifacts exported in this way may also be imported into an environment on a previous version. This will allow, for example, artifacts to be moved from Test to Production when Test has been upgraded before Production. For a complete list of the artifacts supported and whether they can be exported individually or in total by artifact please see the documentation.
Business Benefit: This feature enables Service Administrators to migrate individual artifacts across different environments, instead of a full environment export and import.
Key Resources
- Migrating Individual Account Reconciliation Artifacts in Administering Account Reconciliation
Support for Importing Transactions Into a Match Type in Parallel Mode
More than one Import Transactions job can be run in parallel for a single match type, except when other jobs like Automatch are being performed for that match type.
Business Benefit: This feature enables faster import of transactions for a match type.
Key Resources
-
Importing Pre-mapped Transactions for Transaction Matching in Administering Account Reconciliation
New Profile Property Purged Through Date
For Transaction Matching profiles that are integrated with Reconciliation Compliance, a new property called Purge Through Date is recorded when transactions are purged. The Purge Through Date is the latest period end date prior to which the transactions have been purged. Further validation has been added to prevent the unmatching or deletion of an in-transit match that can cause reconciliation balances to be recalculated for the period where previously matched transactions were purged. This is done by comparing the lowest Accounting Date of transactions involved in the match with the Purged Through Date. Purged Through Date, is displayed as part of the profile’s properties in the Matching dialog.
Business Benefit: This feature ensures that the integrity of reconciliations is maintained when matched transactions are purged.
Key Resources
- Overview Tab in Reconciling Accounts with Account Reconciliation
- About Working with Manual Matches in Reconciling Accounts with Account Reconciliation