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 |
|---|---|---|---|
| 28 JUL 2023 | Created initial document. |
HAVE AN IDEA?
We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.
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 |
|
||
Announcement: Data Management Feature Migration to Data Integration |
||||||
Member Selection Available for EPM Books POV when POV Definition is Set to Allow All Selections |
||||||
Oracle Integration Cloud Generation 3 Support for EPM Adapter |
||||||
Removal of "NFS_ADMIN - Clear Data - Forecast Only" Business Rule |
||||||
Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, August 4, 2023.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, August 18, 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, August 4, 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.
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 5 (May 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 23.08 (August) monthly update. If you prefer not to have the migration take place in the 23.08 monthly update, please run the skipUpdate EPM Automate command to skip the 23.08 update.
- All Classic environments in the Abu Dhabi (EM8) Data Center are scheduled to be migrated to OCI in Wave 4 during the 23.08 update even if you set skip update for the 23.08 monthly update. The resulting OCI environment will then have the same monthly update as the Classic environment; skip update will be active on this OCI environment.
- If your environments are included in Wave 6 (June 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 7 (July 2023 Migration Notification), you will receive your OCI environments in August 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.
- All Classic Commercial environments that are not yet scheduled for migration will be included in Wave 8. The notifications for Wave 8 will be sent on August 7, 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
Documentation on How to Synchronize EPM Cloud Users and IDCS Groups with Other IDCS Instances Using SCIM
The Getting Started with Oracle Enterprise Performance Management Cloud for Administrators guide now includes step-by-step instructions on how you can use System for Cross-domain Identity Management (SCIM) to synchronize EPM Cloud users and IDCS groups with other IDCS instances.
You can use SCIM to automatically synchronize EPM Cloud users and IDCS groups so that you do not need to duplicate users and groups defined in other IDCS instances. For example, you can use SCIM to synchronize EPM Cloud users and IDCS groups defined in your central IDCS instance. You can do the same to synchronize EPM Cloud users and IDCS groups between two different EPM Cloud environments that use different identity domains.
Business Benefit: Synchronization across different IDCS instances helps you unify EPM Cloud environments and reduces the administrative overhead to maintain user, group, and role assignments.
Steps to Enable
See Using SCIM to Synchronize Users and Groups Across Identity Domains in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Key Resources
- Using SCIM to Synchronize Users and Groups Across Identity Domains in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
File Application Support in Data Integration
Customers can now register a file as a data source in the Applications option of Data Integration. Customers can optionally specify a drill URL for a custom drill.
Application Option to Register a File Application
Business Benefit: This feature allows a business user to easily import and register data from any file-based source by way of a file format, and requires limited technical help, if any, when loading into an EPM Cloud application. Additionally, customer can specify different file sources to logically group files based on content.
Key Resources
- Registering File Applications in Administering Data Integration for Oracle Enterprise Performance Management Cloud
Announcement: Data Management Feature Migration to Data Integration
Starting with the September (23.09) 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 23.09 – we are only moving a few features now that have 100% parity with Data Integration. Profitability and Cost Management customers will not be affected by the migration and will see no 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 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 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 and Financial Consolidation and Close provide 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 EPM Cloud integrations more easily.
Key Resources
In this update, new job types are available in the Pipeline:
- Clear Cube—Clear specific data within input and reporting cubes. The Clear Cube job type deletes the data you specify within input and reporting cubes, but it does not delete the application definition in the application's relational tables.
- EPM Platform Job—Execute various jobs supported by the “EPM Platform Jobs Framework” by providing the job name, job type, and parameters. Some jobs are expected to be defined in the corresponding EPM Cloud application, with some or all the required parameters saved within the job definition. For these job types, the parameters can be either provided within the job definition or overwritten at runtime. The parameters names should match the ones supported by the corresponding REST APIs. The remaining jobs can be triggered at runtime without a saved job definition.
Business Benefit: The Clear Cube job type enables customers to clear specific data within input and reporting cubes. The EPM Platform Job job type enables customers to execute jobs by providing the job name and type defined in the EPM Cloud business process for the job.
Key Resources
- In Administering Data Integration for Oracle Enterprise Performance Management Cloud, see:
- Additional EPM Platform Job Job Type information can be found at:
New Job Type in the Job Scheduler: Integration Pipeline
A new Integration Pipeline job type is now available in the job scheduler.
For EPM Cloud business processes that use Data Integration, the new Pipeline feature orchestrates a series of jobs as a single process. In addition, you can orchestrate EPM Cloud jobs across instances from one location. Using the Pipeline, you get better control and visibility of full extended data integration process of preprocessing, data loading, and post processing jobs.
For information about creating and running a Pipeline process, see Using the Pipeline in Administering Data Integration for Oracle Enterprise Performance Management Cloud.
After creating a Pipeline process in Data Integration, you can schedule an Integration Pipeline job. To schedule an Integration Pipeline job in your business process and select job parameters, from the Home page, click Application, then Jobs, and then click Schedule Jobs. Scroll to the end of the jobs list to select the Integration Pipeline job.
Business Benefit: Use the Integration Pipeline job type to add and execute or run integrations in the Pipeline extracting metadata and data from an Enterprise Resource Planning (ERP) source system (a direct integration) or data from a file, and then pushing it to an Enterprise Performance Management (EPM) target application.
Key Resources
- Financial Consolidation and Close
- Administering Financial Consolidation and Close
- FreeForm
- Administering FreeForm
- Planning and Planning Modules
- Administering Planning
- Tax Reporting
- Administering Tax Reporting
Updated EPM Books Extension for Smart View
An updated EPM Books extension for Oracle Smart View for Office is now available to download and install. Along with general improvements and defect fixes, this update includes support for enhanced member selection in the POV, described in Member Selection Available for EPM Books POV when POV Definition is Set to Allow All Selections.
Business Benefit: Downloading and installing the latest EPM Books extension for Smart View gives you access to the latest features, improvements, and defect fixes.
Steps to Enable
To take advantage of the features, improvements, and defect fixes in the EPM Books extension:
From within Smart View, in the Options dialog, Extensions tab, click the Check for Updates, New Installs, and Uninstalls link.
Select your business process instance, then follow the prompts.
Key Resources
- Working with Oracle Smart View for Office
Member Selection Available for EPM Books POV when POV Definition is Set to Allow All Selections
When editing the POV for an imported or exported Book in Excel using the Smart View EPM Books extension, users can now choose members using the Member Selection dialog if the Book designer has enabled member selection for one or more POV dimensions.
When a Book's POV setting is set to "Allow All Selections" instead of "Display Suggestions Only," viewers will see "Select..." as the last item in the POV drop-down list: For example:
New "Select" Item in POV Drop-down Menu
Choose the Select option to display the Member Selection dialog, from which any member in the dimension can be selected. In the following example, the user has selected Q1 for the Fiscal Calendar dimension:
Member Selection Showing Q1 Selected for the Book POV
Click OK in Member Selection to close the dialog, and then click OK in the Select POV dialog. A message notifies you that a refresh of the Book is in progress. Refresh the job in the Jobs Console until the job is complete and then reopen the Book.
Business Benefit: EPM Books users are now able to make POV selections that are not limited to only the suggested list of members.
Steps to Enable
To enable users to select from all members to which they have access for the Book Point of View:
- Open a Book in edit mode of the Book Designer.
- To set POV option for a dimension, click the Action icon next to a POV dimension.
- Toggle between Allow All Selections and Display Suggestions Only, choosing Allow all Selections to allow Book viewers to select from all members for the selected POV dimension.
Key Resources
- Setting the Book Point of View in Designing with Reports for Oracle Enterprise Performance Management Cloud
- Working with Oracle Smart View for Office:
Support for Data Exchange Integration Type and Task Type for Remote Account Reconciliation Connection
Task Manager now supports the end user integration and task type called Data Exchange for remote Account Reconciliation connection within Planning and Planning modules. It allows you to streamline the data exchange integration tasks with monthly close process.
Business Benefit: You can now run integrations defined in Data Exchange from Task Manager. This allows the integration of data loads defined in data exchange easily into the monthly processing schedule.
Key Resources
- Planning
- Administering Planning
Run Data Integration Type and Task Type in Task Manager
Task Manager is enhanced with a new automated integration and task type called Run Data Integration that allows you to execute an integration or data load rule based on how periods are processed and the source filters. This integration is available for:
- Local and remote Planning and Planning modules
- Remote Account Reconciliation
Business Benefit: This allows the integration of data loads defined in Data Exchange easily into the monthly processing schedule.
Key Resources
- Planning
- Administering Planning
Oracle Integration Cloud Generation 3 Support for EPM Adapter
Task Manager’s EPM Adapter is now supported within Oracle Integration Cloud 3. Task Manager uses the EPM Adapter to communicate with Oracle Integration Cloud to execute integrations.
Business Benefit: Oracle Integration Cloud Generation 3 provides the latest generation of Oracle Integration Cloud when extending Task Manager’s Intelligent Process Automation (IPA) to non-EPM cloud applications.
Key Resources
- Planning
- Creating Custom Process Automation Integrations in Administering Planning
Display of Skip Update Requests
The Activity report has been updated to include information on skip update requests set for the environment.
The Activity Report generated after you set skip updates to an environment now indicates the monthly updates that will be skipped for the environment. Skip update requests are reported in the Operational Metrics table.
Operational Metrics
Business Benefit: The Skip Updates information helps you identify the monthly updates during which your environment is exempted from the monthly update cadence.
Report Generation Refreshes User and Role Information
Starting with this monthly update, generating the Role Assignment Report or the Provision Report results in updated user information being populated in Access Control screens and reports. For example, assign some users to predefined roles and then generate Role Assignment Report using the roleAssignmentReport EPM Automate command, the Role Assignment Report REST API, or using Access Control, the list of users shown in Access Control screens will reflect the most up-to-data information available in your identity domain, including new users and changes in role assignments. Additionally, data in Access Control will be refreshed to remove deactivated and deleted users.
Business Benefit: This change provides an easy way to get up-to-date user information in Access Control.
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud
- Role Assignment Report in REST API for Oracle Enterprise Performance Management Cloud
- Generating Reports in Administering Access Control for Oracle Enterprise Performance Management Cloud
Deactivated Users not Included
Starting with this monthly update, OCI (Gen 2) EPM Cloud business processes considers deactivated users as being similar to users not assigned to predefined roles even though such users may have been assigned to predefined roles. Information on deactivated users are not included in the Role Assignment Report. You can generate the Role Assignment Report using the roleAssignmentReport EPM Automate command, the Role Assignment Report REST API, or using Access Control.
Business Benefit: Not including deactivated users in the Role Assignment Report helps you figure out the active users that have been provisioned to access EPM Cloud environments.
Key Resources
- roleAssignmentReport in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
- Role Assignment Report in REST API for Oracle Enterprise Performance Management Cloud
- Generating Reports in Administering Access Control for Oracle Enterprise Performance Management Cloud
Removal of "NFS_ADMIN - Clear Data - Forecast Only" Business Rule
The NFS_ADMIN - Clear Data - Forecast Only business rule has been removed from NetSuite Planning and Budgeting.
Business Benefit: Previously, this business rule was used by Professional Services and Quality Analysts to clear all data for Current Scenario and FcstCurrYr, starting with the Current Forecast Month, and all of FcsNextYr. The removal of the 'NFS_ADMIN - Clear Data - Forecast Only' business rule eliminates the risk of data loss if it is misused.
Enhancement to Data Adjustments Made in Version Builder
When you run the Version Builder feature, adjustments are now made for all target years and periods.
Business Benefit: Now, Version Builder correctly makes adjustments even if the source and target years are after the current year.
Steps to Enable
To enable Version Builder, go to Application > Configure. On the Configure: NSPB Financials page, click Enable Features, and then check the boxes for NSPB Financials and Version Builder. For more information, see Enabling Planning and Budgeting Financials in the Oracle Help Center (Planning and Budgeting Integration Guide).
Key Resources
- "What-if" Planning with Version Builder in the Planning and Budgeting Financials User Guide.
Access Requirements
Best practice is to have only users with the Administrator role perform database refreshes after Version Builder is used.