What's New

March 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.

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Feature Summary

Planning and Budgeting (NSPB)

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.

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, March 1, 2024.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, March 15, 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, March 1, 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.

EPM Cloud Platform

Oracle Cloud Infrastructure

Domain-based Message Authentications, Reporting, and Conformance (DMARC) Support for EPM Cloud OCI (Gen 2) Environments

Oracle Enterprise Performance Management Cloud OCI (Gen 2) environments now create DMARC-compliant emails. These emails pass SPF authentication and SPF alignment as well as DKIM authentication and DKIM alignment.

Business Benefit: This enhancement satisfies the requirement of DMARC support.

Key Resources

• DMARC Support for EPM Cloud OCI (Gen 2) Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Requests to Block or Allow Connections from Specific Countries No Longer Accepted

Oracle has decided to no longer accept the following requests until further notice since the implementation of these requests is not scalable:

• Blocking of connections originating in specific countries
• Allow only connections originating in specific countries

You are encouraged to use the IP AllowList functionality to give restricted access to your environments.

Business Benefit: By not accepting these requests, Oracle can concentrate on creating a more scalable solution for these features.

Key Resources

• SetIPAllowList EPM Automate command in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
• Update the IPAllowList REST API in REST API for Oracle Enterprise Performance Management Cloud

Redwood Theme Notification for Service Administrators

Starting with this update, a notification will be displayed in the home page of Service Administrators. This notice lets the Service Administrators know about the new and streamlined Redwood experience that will be implemented in the April Update (24.04), which will make available these three new Redwood themes: Oracle, Custom Dark, and Custom Light.

The Notification About the New, Streamlined Redwood Themes

You can snooze this announcement for seven days by clicking the close icon (x) in the message panel. To view examples of the different themes, click See Examples.

The Oracle theme will be the default Redwood theme for all new environments and existing environments wherein the theme has not been customized. The Custom Dark theme will be used as the theme for customers who have already implemented theme customizations. Customers who have not yet enabled the Redwood Experience will remain on their existing themes.

This update requires access to Oracle CDN (static.oracle.com), which provides image files, JavaScript, and other static content for the Redwood Experience. The switch over to the new themes will be automatic and will occur when the 24.04 updates are applied to your environments.

Business Benefit: By supporting simpler theming and compact navigation, the new Redwood themes improve user experience.

Key Resources

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

Vanity URLs Examples

Additional information with examples to create Vanity URLs is now available in the Getting Started with Oracle Enterprise Performance Management Cloud for Administrators guide.

Business Benefit: Customers can learn about ways to create Vanity URLs to access EPM Cloud, Smart View, and EPM Automate.

Steps to Enable

Using Vanity URLs in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Key Resources

• Using Vanity URLs in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Security & Access

EPM Access Control Support of IDCS Groups

EPM Cloud Access Control now recognizes the Identity Cloud Service (IDCS) groups that customers can create in the Oracle Cloud Identity Console. You can view them in Access Control and assign them to application roles and EPM groups. You can use the IDCS groups to grant access permissions to application artifacts such as forms, rules, and dashboards.

Business Benefit: Customers can now not only maintain all users and groups centrally in the Identity Management System of choice such as Azure AD, Okta, or Oracle Cloud Identity Console, but also control their EPM access using IDCS groups.

Steps to Enable

If your source identity console is Oracle Identity Cloud, see Using SCIM to Synchronize Users and Groups on Oracle Identity Cloud (for OCI (Gen 2) Only)

Key Resources

• Manage Groups in Administering Access Control for Oracle Enterprise Performance Management Cloud

Improved Ancestor Member Access

Using the new Default Ancestor Access option to automate access assignment, EPM Cloud users in the web and in Smart View are now able to zoom out to ancestors and see the hierarchy in a tree view, even when, prior to this feature, they wouldn’t have had access to the members at the parent level. This feature enhances existing member security to provide a choice of default access to ancestor members. Service administrators can set the default access for ancestors to either None, Read, Write, or Display access in the application. They can also grant Read, Write, or Display access to one or more ancestors in, for example, the Dimension Editor. In these cases, the explicit security assignment made in the Dimension Editor takes precedence, unless the access set in the Dimension Editor is set to None, in which case the Default Ancestor Access setting takes precedence.

Service administrators use the new Default Ancestor Access option to specify default user access to the ancestor members of members with access other than None, including shared members. This enables users to view the members that they have access to in context of the subhierarchies that they are part of in, for example, ad hoc grids or the Member Selector.

NOTE: The user will not see subhierarchies unless they have access to at least one descendant member.

The available Default Ancestor Access options are:

• None—By default, users are not able to see the ancestor members of members that they have access to unless they are explicitly granted access to them. When this option is selected, the system works the same way it did prior to the 24.03 update.
• Read—By default, users are granted Read Only access to the ancestor members of members that they have access to unless they are explicitly granted Write or Display access, which would override this default.
• Write—By default, users are granted Write access to the ancestor members of members that they have access to unless they are explicitly granted Read or Display access, which would override this default.
• Display—By default, users are granted Display Only access to the ancestor members of members that they have access to unless they are explicitly granted Read or Write access, which would override this default. Note that members with Display Only access will be displayed, but instead of data values in the cells associated with those members, users will see #NoAccess.

Consider the following example, where the Service Administrator selects the Display setting in Default Ancestor Access. Users are able to see the hierarchy tree structure in the grid and in the member selector, but see #NoAccess in cells to which they do not have access. For example:

Ad Hoc Grid with Define Ancestor Access Set to Display, Showing Hierarchy Structure and #NoAccess Cells

Note the above is not the whole hierarchy, but all the ancestors in which the user has access to at least one member.

Likewise, in the Member Selector in Smart View, we see the full tree to which the user has access, which includes Total Entity, USA, West, East:

Member Selector in Smart View, Showing the Full Hierarchy Structure to Which the User Has Access

Note that the ancestor access options have also been added wherever you find security on members; for example, in the Dimension Editor.

Business Benefit: The new Default Ancestor Access option for the application and dimensions gives Service Administrators a simpler way to apply access to hierarchy members, and provides users with clearly navigable hierarchy structures in, for example, ad hoc grids and the Member Selector, both in the web and in Smart View.

Steps to Enable

To set the Default Ancestor Access option for the application, a Service Administrator performs these steps from the EPM Cloud web interface:

1. In the web business process, click Application, and then click Settings.

2. In System Settings, select an option from Default Ancestor Access (options are described in the previous section):
   • Read
   • Write
   • Display
   • None (default)

3. Click Save.

Tips And Considerations

• If Write access is selected as the default, the ancestors may still be read-only if other features such as Bottom Up Versions, Dynamic Calc, the presence of a supporting detail, and others, set the cell back to read-only. The Write value is primarily provided for customers using either FreeForm, or Target Versions.

• Default Ancestor Access applies to ancestors after shared member security is evaluated. This allows it to work correctly both whether the Include Shared Members in Cube Refresh option is enabled or disabled.

Enabling Default Ancestor Access facilitates the sharing of Excel workbooks between users having different levels of access to members. When access is configured, and users click Refresh in Smart View, cells to which they have access will come back with actual data values (or #NoAccess) and the hierarchy structures are maintained.

Key Resources

• Planning, Planning Modules
  • Administering Planning
    • What Application and System Settings Can I Specify?

• Smart View
  • Working with Oracle Smart View for Office
    • Accessing Ancestor Members in Ad Hoc Grids

Daily Maintenance

Generic Daily Clone Scripts

Generic Windows and Linux/UNIX scripts that help you automate the cloning of EPM Cloud environments on a daily basis are now available in the Working with EPM Automate for Oracle Enterprise Performance Management Cloud guide. If you have a disaster recovery standby environment, you can customize these scripts to keep it up to date with the primary environment soon after the daily maintenance of the primary environment is complete.

Business Benefit: These generic scripts allow you to automate the process of cloning EPM Cloud environments on a daily basis to ensure that your standby environment is updated soon after the daily maintenance of the primary production environment is completed.

Key Resources

• Clone from Primary to Secondary Environment Daily After Daily Maintenance is Complete on the Primary Environment in Working with EPM Automate for Oracle Enterprise Performance Management Cloud

Clone Environment - Change of Behavior

Starting with this update, the daily maintenance of the source environment will be prioritized over the clone environment process to ensure that the maintenance snapshot of the environment is created. Previously, the clone environment process, whether run from the user interface, using the REST API or using EPM Automate, was prioritized over the daily maintenance process resulting in the latter being terminated or prevented from being initiated by the cloning process. With this change in behavior, the clone environment process, if any, on the source environment will be terminated when the daily maintenance starts. If the cloning of your environment takes a long time, reschedule the daily maintenance start time on the source environment to avoid the cloning process from being terminated.

Business Benefit: Prioritizing the Daily Maintenance process over the Clone Environment process ensures that snapshots are created every day.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • cloneEnvironment
  • runDailyMaintenance

• Cloning EPM Cloud Environments in Administering Migration for Oracle Enterprise Performance Management Cloud

• Clone an Environment in REST API for Oracle Enterprise Performance Management Cloud

Disallow Starting Certain Unscheduled (Ad Hoc) Jobs During the Daily Maintenance Process

To prevent automatic backup from failing due to certain jobs running during the daily maintenance process, EPM Cloud now disallows certain unscheduled (ad hoc) jobs from starting while the daily maintenance process is running.

In 23.03, certain scheduled jobs (listed below) were prevented from starting during the daily maintenance process. Now these same jobs are prevented from starting on an ad hoc basis. This means that if you attempt to start a job during the daily maintenance process using the Run Now option on the Schedule Job page or if you submit a job from the listing page of your job definitions, the job will be prevented from starting. If the system prevents an ad hoc job from starting, an error message will display.

For example, if you view the jobs listed on the Clear Cube page while daily maintenance is running and then you click Actions and then Submit, an error message will display and the job will not start. Similarly, if you create a Clear Cube job on the Schedule Job page during daily maintenance and then select Run Now, the system will prevent the job from starting and you'll see an error message.

The following jobs are prevented from starting during daily maintenance:

• Import Data
• Import Metadata
• Export Data
• Export Metadata
• Refresh Database
• Clear Cube
• Restructure Cube
• Compact Outline
• Merge Data Slices
• Optimize Aggregation

Business Benefit: Prevents automatic backup failures due to certain jobs starting during daily maintenance.

Key Resources

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

Daily Maintenance Start Time – Change of Behavior

Starting with this update, you can randomize the starting of the Daily Maintenance process by specifying the start time in HH:MM format. Previously, the start time was set in HH:00 format so that the Daily Maintenance process could only start at the top of the specified hour in UTC.

Business Benefit: The change in the time format allows you to stagger Daily Maintenance start time by controlling when it starts.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • setDailyMaintenanceStartTime
  • runDailyMaintenance

• REST API for Oracle Enterprise Performance Management Cloud
  • Setting the Daily Maintenance Time (v1)
  • Setting the Daily Maintenance Time (v2)

• Setting the Maintenance Start Time for an Environment in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

EPM Automate & REST APIs

SimulateConcurrentUsage Command and REST API now Support Ad Hoc Grids in Standard Mode

The simulateConcurrentUsage EPM Automate command and REST API can now be used to test  performance load of ad hoc grids in standard mode. Previously, this command and REST API could be used to test performance of ad hoc grids in Native mode only. In native mode grids, the POVs are displayed as a part of the Oracle Smart View for Office plug-in tool bar. In standard mode grids, the POVs are a part of the spreadsheet itself and occupy the first row of the spreadsheet.

Business Benefit: This change helps you validate the response time of ad hoc grids in standard mode.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • Installing EPM Automate
  • simulateConcurrentUsage
  • Preparing to Run the simulateConcurrentUsage Command

• REST API for Oracle Enterprise Performance Management Cloud
  • Simulate Concurrent Usage

REST API to Import Data Without a Job Definition

You can now use a REST API to import data without a job definition. The file containing the data must be present in the repository. The REST API imports data from a file into the application using the parameter values provided, without an explicit predefined import data job definition.

For Planning, Financial Consolidation and Close, and Tax Reporting, you can review the rejected data records that have errors. To do this, specify an error file that captures the data records that are not imported for each dimension. If an error file is specified, the ZIP file is stored in the Outbox where you can download the file using Inbox/Outbox Explorer, for example, with the Download API.

Business Benefit: The new feature in this REST API allows you to automate the task of importing data without creating a job definition.

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 REST APIs in REST API for Oracle Enterprise Performance Management Cloud.

Key Resources

• See these helpful resources in REST API for Oracle Enterprise Performance Management Cloud:
  • Planning REST APIs
  • Manage Jobs
  • Get Job Definitions
  • Execute a Job
  • Download REST API

Access Requirements

• Service Administrators

REST API to Export Data Without a Job Definition

You can now use a REST API to export data without a job definition. The API uses the parameter values provided without an explicit predefined export data job definition. The file containing the exported data is stored in the repository.

Exporting data supports substitution variables. You can use substitution variables while providing the rowMembers, columnMembers, and povMembers definitions.

Business Benefit: The new feature in this REST API allows you to automate the task of exporting data without creating a job definition.

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 REST APIs in REST API for Oracle Enterprise Performance Management Cloud.

Key Resources

• See these helpful resources in REST API for Oracle Enterprise Performance Management Cloud:
  • Planning REST APIs
  • Manage Jobs
  • Get Job Definitions
  • Execute a Job
  • Exporting Data and Creating and Assigning Values to Substitution Variables in Administering Planning

Access Requirements

• Service Administrators

REST API to Get Available Roles

The Get Available Roles REST API returns all the application roles that are visible along with predefined roles that are available for an EPM Cloud service.

Business Benefit: This REST API dynamically gets a full list of predefined and application roles for programmatic query of these roles.

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 EMP Cloud REST APIs in REST API for Oracle Enterprise Performance Management Cloud.

Key Resources

• Get Available Roles in REST API for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrators

Synchronous REST API to Generate a User Group Report

A new version 2 User Group Report REST API generates a User Group Report of users in the system. This report lists the direct or indirect membership of users assigned to an EPM group. The API is synchronous and returns the outcome of the operation in the response.

Business Benefit: The v2 version of this rest API has functionally that is identical to the v1 version but is synchronous and uses json payload for input and output.

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 APIs for Oracle Enterprise Performance Management Cloud.

Key Resources

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

Access Requirements

• Service Administrators

Groovy Rules

Groovy Access to a User Account’s Email and Full Name

With Groovy, you now have access to a user account’s email and full name.

Business Benefit: Having access to the user’s email and full name allows you to send business rule executors an email notification regarding the status of a long running business rule.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• To get a quick introduction to Groovy business rules, watch the Learning Groovy in EPM Cloud video.
• To get started quickly using Groovy examples, click the examples link under Example Groovy Scripts in EPM Groovy Rules Java API Reference.

Key Resources

• Learning Groovy in EPM Cloud video
• Creating a Groovy Business Rule in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud
• Introduction to Groovy Business Rules
• Groovy Tutorials
• EPM Cloud Groovy Rules Java API Reference

Access Requirements

• Calculation Manager Business Rule Designer

Data Export

Modified Name for Data Export Option for BSO Cubes - Dense Dynamic Members

The Dynamic Members data export option has been modified to be displayed as Dense Dynamic Members when a block storage (BSO) cube is selected.

For a BSO cube, select whether to Include or Exclude dense dynamic calculation members during export. Sparse dynamic members will not be included in the export even if the Include option is selected. Aggregate storage (ASO) cubes will still show the existing Dynamic Members data export option.

To view data export options:

1. Click Application, and then click Overview.
2. Click Actions, and then click Export Data.
3. Click Create and make your Export Data selections.

Business Benefit: Modifying the name of the existing Dynamic Members data export option to Dense Dynamic Members helps reinforce the point that only dense dynamic members will be included or excluded for BSO cubes during export.

Key Resources

Planning, Planning Modules

• Administering Planning
  • Exporting Data

Settings & Actions Menu

Share Current Page URL Option Now Available for Cards, Tabs, and Subtabs

The Share Current Page URL option gives you the ability to copy the URL of the currently displayed card, tab, or subtab and share it with other users.

URLs can be copied and then shared with other users in an email, Slack, or any other messaging application. Also, copied URLs can be used in a slide show presentation such as PowerPoint. Note that users can only access cards, tabs, or subtabs if they are authorized to access them.

When the copied URL is launched the page will be rendered with the full header, meaning they will be able to navigate to all of the pages to which they have access within the navigation flow. If the user launching the URL is not logged in, they will be redirected to a login page, then after login the URL page will open.

To copy a URL for sharing:

1. Navigate to the page (card, tab, or subtab) in your application that you want to copy.

2. Click the down arrow next to your user name (upper right corner of the screen).

3. On the Settings and Actions menu, select Share Current Page URL.

4. Select the displayed URL and copy it by pressing Ctrl+C. After pasting it into a browser, the URL will enable direct access to the current page in the application.

Business Benefit: This feature allows you to easily share a URL for a card, tab, or subtab with other users.

Key Resources

• Account Reconciliation
  • Administering Account Reconciliation
    • Settings and Actions Menu

• Planning, Planning Modules
  • Administering Planning
    • Sharing the Current Page URL for Cards, Tabs, and Sub Tabs

Financials

There are no new features in this update except for the applicable features listed in the EPM Cloud Platform section.

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 the EPM Cloud Platform.

EPM CLOUD PLATFORM

Plan to Upgrade All Environments from Non-Hybrid Essbase Version to Hybrid Essbase Version

Within the next 2 months, Oracle is planning to upgrade all environments on a non-hybrid Essbase version to a hybrid Essbase version. This change affects the Essbase version used in EPM Cloud; it does not affect the cube configuration in your application. For example, if the application is configured to use non-hybrid cubes, this update will not change it to use hybrid cubes. For detailed information on the use of Essbase in EPM Cloud, see About Essbase in EPM Cloud in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

To ensure that your application is compatible with hybrid Essbase version, we've implemented a new utility which verifies your member formulas and provides a report so you can fix any issues. The Essbase Outline Validation menu option is in the Application Overview Actions menu. Select the Pre validate Outline option to perform a validation of your application, and then select Outline Pre-validation Report to view a list of member formulas that need to be fixed to be compatible with hybrid Essbase version. After you have fixed the member formulas, you can use the Pre validate Outline option again to make sure that all issues are resolved.

To verify member formulas:

1. From the Home page, click Application, and then click Overview.
2. Click Actions, select Essbase Outline Validation, then select Pre validate Outline.
3. To view the validation report, select Outline Pre-validation Report.

If your environment is on a non-hybrid Essbase version, make sure to use the Essbase Outline Validation option to resolve all issues within next 2 months to avoid any issues after your environment is upgraded to hybrid Essbase version. If your environment is already on hybrid Essbase version, you don’t need to take any action.

To check whether your environment is on a hybrid or non-hybrid Essbase version, look at the value of Essbase Version supports Hybrid Block Storage Option in the Activity Report. If the value is Yes, it means that your environment is on hybrid Essbase version. If the value is No, it means that your environment is on a non-hybrid Essbase version.

For more information about this option in Administering Planning, see Validating the Essbase Outline. In Getting Started with Oracle Enterprise Performance Management Cloud for Administrator, see About Essbase in EPM Cloud.

Plan to Display One Day of Data Instead of Three Days of Data on the Jobs Status Page

In the March (24.03) update, the Jobs status page will display, by default, one day's worth of data. (Today, the Jobs status page defaults to display three days of data.) With the change, the Jobs status page will default to display data for one day and the filter’s start and end dates will default to yesterday and today to have a one day difference.

Randomization of the Daily Maintenance Start Time

Starting with the April Update (24.04), the daily maintenance start time of EPM Cloud environments will be updated by assigning a random minute at which the maintenance process will start. Currently, the daily maintenance starts at the top of the hour, for example at 2:00 p.m. UTC (14.00 on a 24 hour clock). This change will modify the start time by adding a value for minute (for example, 2:24 p.m. UTC (14.24 on a 24 hour clock) so that the daily maintenance load on EPM Cloud infrastructure is distributed throughout the hour.

After this change is implemented, a Service Administrator can change the daily maintenance start time to a more desirable minute. If you have any questions about this change, please open a service request.

For more information, see these information sources:

• setDailyMaintenanceStartTime in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
• Setting the Daily Maintenance Time in REST API for Oracle Enterprise Performance Management Cloud
• Managing Daily Maintenance in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

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.

Additional Execution Sequencing Routines for Task Manager Jobs

In a future update, Task Manager Jobs will include additional execution sequencing routines to ensure application and data integrity. When potential conflicting jobs are executed simultaneously, the service will sequence the jobs to ensure application integrity. While the individual job’s execution times will not be impacted, the job’s start time may be delayed due to the optimization sequencing.

Change in the Default Format When Exporting to Microsoft Excel

In a future update, the default format for exporting table data to Microsoft Excel from Task Manager, Supplemental Data Manager, and Enterprise Journals will be changed to .XLSX instead of .XLS.

Plan to Discontinue Support for Infolets

In the April (24.04) update, Oracle plans to stop supporting the creation of infolets. Applications using the Redwood Experience will no longer see the option to create infolets on the listing pages. In applications using non-Redwood themes, the Create button on the Infolets page will be disabled. There will be no future enhancements or support for infolets after 24.04.

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.

Starting with the April Update (24.04), 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.

NOTE: These themes are available starting in the March Update (24.03) for Enterprise Data Management only.

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.

Future Deprecation of Native Mode Option for Smart View Ad Hoc Behavior Application Setting

Native Smart View Ad Hoc Behavior mode is currently still available for EPM Cloud.

Standard is the ad hoc mode upon which all enhancements in the EPM Cloud are being delivered.

Oracle plans to stop supporting Native mode by the end of year 2024. Customers on Native mode are advised to convert the Smart View Ad Hoc Behavior application setting for their environments to Standard mode and test their use cases. Any gaps found should to be logged as an enhancement to Standard mode. Enhancements should be logged on the Customer Connect EPM Platform Idea Lab by end of April 2024 for Oracle to review.

Perform the following steps to begin working with Standard mode in your test environment:

1. In Application Settings, change Smart View Ad Hoc Behavior to Standard.
2. Open worksheets from Smart View and reconnect.
3. Refresh the sheets.

NOTES:

• The expectation for existing Native-mode worksheets is that they will work “as is” when the setting is changed to Standard. New ad hoc sheets will only be created in Standard mode using Standard features.

• Smart Forms are not supported in Standard mode and there is no plan to support them in Standard mode.

Plan for the User Variables Dimension Column to Honor the Alias Setting in User Preferences

In a future update, the Dimension column on the User Variables page within User Preferences will honor the Alias Setting in User Preferences. So if an alias name is defined for a dimension, then the Dimension column on the User Variables page will show that dimension’s alias based on the alias table selected in User Preferences. If no alias is defined for the dimension, the dimension name will be displayed.

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.

Removal of Enhanced Integration API and Drill Type UI Options in Data Management System Settings

As of the June (23.06) update, the Enhanced Integration API and Drill Type UI options have been removed from the list of options in the System Settings option of Data Management.

Formerly, the Enhanced Integration API setting was added temporarily to address backward compatibility considerations.

The Drill Type UI setting formerly enabled users to select either the Classic or Simplified user interface when drilling down in Oracle Enterprise Performance Management. The default drill type user interface is now the Simplified User Interface and the Classic option for the user interface of Drill Landing Page is no longer available.

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.

Calculation Manager Errors and Considerations Enforcement

In a future update, Calculation Manager will enforce the execution of the Errors & Considerations diagnostic tool for any rule being launched, validated, or deployed. This enhancement is scheduled to coincide with the enhancement to the Rules listing page. Administrators will see the Rule Status indicating if there are Errors and/or Considerations in the listing page in addition to the Errors & Considerations tab in Calculation Manager.

Rules will continue to deploy and execute even with Errors or Considerations. In all cases, existing rules that are already deployed will continue to run as-is without any change in behavior. However, Oracle Support will require all Errors to be cleared before reviewing any issues submitted for such rules. Any remaining Considerations will require justification for why they are not cleared before Oracle Support will review any such rules.

Change in Behavior for Grids Created from Groovy and REST APIs for ASO Cubes

In a future update, the suppression behavior for grids created via Groovy DataGridDefinitionBuilder and the exportdataslice REST API for ASO cubes will be made consistent with that of the run time data grids created using the Form Designer. Previously, if a grid was built for an ASO cube in Groovy or REST API, then the system used the NON EMPTY MDX clause to suppress missing rows when the suppressMissingBlocks flag was true. Now, when a grid is built for an ASO cube, it will use the NON EMPTY MDX clause when suppressMissingRows is true, and suppressMissingBlocks will be ignored. This means that ASO grids with suppressMissingRows true and suppressMissingBlocks false will now start using MDX. Likewise, ASO grids with suppressMissingRows false and suppressMissingBlocks true will no longer use MDX. Grids where the suppressMissingRows and suppressMissingBlocks flags had the same value will not be impacted. These changes may result in a change in behavior or performance for some ASO grids. If this happens and is undesirable, consider toggling the value of suppressMissingRows from the builder or the JSON payload in case of the REST API.

Report Import/Export to Excel: Font Installation Requirements for Text Boxes in Excel

Due to performance and rendering quality enhancements to Report text boxes when exported to Excel, Report text boxes may appear distorted or with overlapping text while importing or exporting to Excel when the fonts used within the text boxes are not installed on the client machine. To fix this, install the missing fonts used within the text boxes on the client machine.

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.