November 2023 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:

Date	Module	Feature	Notes
27 NOV 2023	EPM Cloud Platform	New Connector Option For EPM Cloud To NetSuite Connections	Updated document. Updated feature description and key resources.
27 NOV 2023	Financials	Column Header Names in Valid Intersections and Cell-level Security Export Files to be in English Only	Updated document. Added a new feature.
27 NOV 2023	EPM Cloud Platform	Stronger Encryption Algorithm for Navigation Flows and Connections	Updated document. Updated feature description.
27 OCT 2023			Created initial document.

Overview

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Feature Summary

Planning and Budgeting (NSPB)

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, November 3, 2023.

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

Helpful Information

Documentation Updates Available One Week After Readiness Documents

Updated documentation is published on the Oracle Help Center on the first Friday of each month, coinciding with the monthly updates to Test environments. Because there is a one week lag between the publishing of the readiness documents (What's New and New Feature Summary) and Oracle Help Center updates, some links included in the readiness documents will not work until the Oracle Help Center update is complete.

https://docs.oracle.com/en/cloud/saas/epm-cloud/index.html

Fixed Issues and Considerations for EPM Cloud Platform

Software issues addressed each month and considerations are posted to a knowledge article on My Oracle Support. Click here to review. You must have a My Oracle Support login to access the article.

NOTE: Fixed issues for EPM Cloud Platform components (Smart View for Office, EPM Automate, REST API, Migration, Access Control, Data Management/Data Integration, Reports, Financial Reporting, and Calculation Manager) are available in a separate document on the My Oracle Support “Release Highlights” page.

This provides visibility into EPM Cloud release contents.

Business Benefit: These resources can help you optimize your EPM implementation and user experience by providing valuable information and user assistance.

EPM Cloud Platform

Oracle Cloud Infrastructure Migration

OCI Migration: Oracle-Managed Migration Ending; 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 has been migrating all Classic Commercial environments to OCI and will finish this activity during this monthly update.

Oracle has sent notifications for Oracle-managed migrations specifying the migration schedule. By now, you must have received notifications for all Classic Commercial environments that were not scheduled for migration in earlier waves or migrated through the Customer-Managed Migration option. Follow the instructions in the notification. For Migration waves schedule information, see EPM Cloud Classic to OCI Migration Schedule in the Oracle Enterprise Performance Management Cloud Operations Guide.

For customers whose environments were included in Wave 8 (August 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 23.11 (November) monthly update. You cannot use the skipUpdate EPM Automate command, the Skip Updates REST API or a service request to Oracle to delay this migration.

Wave 8 is the last migration wave. If your environments are included in this wave, data and user migration on the test environments will take place during the first daily maintenance that occurs at or after 22:00 UTC on Friday, November 3, 2023. Data and user migration on the production environments will take place during the first daily maintenance that occurs at or after 22:00 UTC on Friday, November 17, 2023.

• If the Classic environment is on a one-off patch not merged in 23.11: The migration of the Classic environment to OCI environment will occur during the 23.11 update. The resulting OCI environments will then have the same one-off patch as the Classic environment.

• If you are skipping the 23.11 monthly update on a Classic environment (by using the skipUpdate EPM Automate command, the Skip Updates REST API, or by submitting a service request to Oracle): The migration of this Classic environment to OCI environment will still occur during the 23.11 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.

All Customer-Managed Migrations must finish by these deadlines:

• Amsterdam (EM2) Data Center: End of October 2023. Oracle is terminating Classic environments in the Amsterdam (EM2) Data Center in November 2023.

• All other data centers: 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

REST APIs

REST API to Create a Job to Copy Library Artifacts

You can now use REST APIs to create a job to copy library artifacts. The Copy Artifact From Library job copies the content of a library artifact to the default download location, where you can download it to your local computer. You can use the Inbox/Outbox Explorer to view the details of the exported file. Use the Download REST API to download the exported file.

Business Benefit: Using REST APIs allows you to automate the tasks of copying library artifacts and downloading them.

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.

Key Resources

See these helpful resource 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

Connections REST APIs Expose Identity Domain Information to Help Customers on Classic Environments

Customers who use REST APIs in Classic environments to work with connections require identity domain information. To address this, the connection REST APIs now expose identity domain information as part of the connection REST response.

Business Benefit: Using REST APIs allows you to automate the task working with connections, and you can now get the identity domain information more easily to use it in these REST APIs.

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.

Key Resources

See these topics in in REST API for Oracle Enterprise Performance Management Cloud:

• Working with Connections
• View a Connection
• View all Connections
• Update a Connection

Access Requirements

• Service Administrators

Groovy Rules

Additional Groovy Examples and Information to Help with DataGridBuilder

You now have new and enhanced examples to help you build Groovy business rules when working with the DataGridBuilder class. The new example shows how a Groovy script executed by an end user (who may not be a Service Administrator) can load data on behalf of a system user (a Service Administrator) using DataGridBuilder. The examples now include more information explaining each use case and when to use it.

For details and examples, see DataGridBuilder in EPM Cloud Groovy Rules Java API Reference.

Business Benefit: The new examples help you distinguish between the use cases of Groovy rules run by the current user and the Service Administrator.

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

Oracle Cloud Infrastructure

Support Region Specific SPF Records for Email Delivery On OCI

Oracle publishes the Sender Protection Framework (SPF) policy that identifies the Oracle server IP addresses and subnets that are permitted to send cloud services emails. With this update, In OCI (Gen 2), you can add regions in your SPF records based on where your environment is located.

Americas	v=spf1 include:rp.oracleemaildelivery.com ~all
Asia/Pacific	v=spf1 include:ap.rp.oracleemaildelivery.com ~all
Europe	v=spf1 include:eu.rp.oracleemaildelivery.com ~all
All Commercial Regions	v=spf1 include:rp.oracleemaildelivery.com include:ap.rp.oracleemaildelivery.com include:eu.rp.oracleemaildelivery.com ~all

Business Benefit: You can use the SPF policy information to assess the validity of the messages to determine whether or not to accept them. Additionally, you can use the information as a part of the message protection services.

Key Resources

• Configuring SPF Record for Oracle Fusion Cloud EPM Email Verification in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Security & Access

Stronger Encryption Algorithm for Navigation Flows and Connections

Starting with this update, the encryption algorithm used to store the credentials provided while creating Connections has been strengthened to AES-256. This change causes the password and secure parameters to be re-encrypted causing the time stamp and Modified By values shown in the Connections Listing screen to change.

Business Benefit: Using AES-256 to encrypt the credentials of remote environments provides higher security.

Key Resources

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

Standardized Application Role Names

In this update, application role names have been standardized across EPM Cloud. Here are the changes:

Existing Application Role Name	New Application Role Name
Access Control Manager	Access Control - Manage
Ad Hoc Grid Creator	Ad Hoc - Create
Ad Hoc Read Only User	Ad Hoc - Read Only User
Ad Hoc User	Ad Hoc - User
Announcements Manage	Announcements - Manage
Application Creator	Application - Create
Approvals Administrator	Approvals - Administer
Approvals Ownership Assigner	Approvals - Assign Ownerships
Approvals Process Designer	Approvals - Design Process
Approvals Supervisor	Approvals - Supervise
Auditor	Audit
Clear POV Data	POV Data - Clear
Consolidation Journals - Approve	Consolidation Journals - Approve
Consolidation Journals - Auto-Post After Approval	Consolidation Journals - Auto-Post After Approval
Consolidation Journals - Create	Consolidation Journals - Create
Consolidation Journals - Manage Periods	Consolidation Journals - Manage Periods
Consolidation Journals - Post	Consolidation Journals - Post
Consolidation Journals - Submit	Consolidation Journals - Submit
Consolidation Journals - Un-Post	Consolidation Journals - Un-Post
Copy POV Data	POV Data - Copy
Create/ Edit Rule	Rule - Create/Edit
Create Integration	Data Integration - Create
Create Model	Model - Create
Create POV	POV- Create
Create Profit Curve	Profit Curve - Create
Data Integration Administrator	Data Integration - Administrator
Delete Calculation History	Calculation History - Delete
Delete Model	Model - Delete
Delete POV	POV - Delete
Delete Rule	Rule - Delete
Documents - Manage	Documents - Manage
Drill Through	Data Integration - Drill Through
Edit POV Status	POV Status - Edit
Edit Profit Curve	Profit Curve - Edit
Manage Alert Types	Alert Types - Manage
Manage Announcements	Announcements - Manage
Manage Data Loads	Data Loads - Manage
Manage Organizations	Organizations - Manage
Manage Periods	Periods - Manage
Manage Profiles and Reconciliations	Profiles and Reconciliations - Manage
Mass Allocation	Application - Mass Allocate
Mass Edit of Rules	Rules - Mass Edit
Migration Administrator	Migrations - Administer
Reconciliation Commentator	Reconciliation - Commentator
Reconciliation Manage Currencies	Currencies - Manage
Reconciliation Manage Dashboards	Dashboards - Manage
Reconciliation Manage Public Filters and Lists	Public Filters and Views - Manage
Reconciliation Manage Reports	Reports - Manage
Reconciliation Manage Teams	Teams - Manage
Reconciliation Manage Users	Users - Manage
Reconciliation Preparer	Reconciliation - Preparer
Reconciliation Reviewer	Reconciliation - Reviewer
Reconciliation View Jobs	Jobs - View
Reconciliation View Profiles	Profiles - View
Run Calculation	Calculation - Run
Run Integration	Data Integration - Run
Run Profit Curve	Profit Curve - Run
Run Rule Balancing	Rule Balancing - Run
Run Trace Allocation	Trace Allocation - Run
Run Validation	Model Validation - Run
Task List Access Manager	Task List - Manage Access
Task Manager - Approver	Task Manager - Approver
Task Manager - Assignee	Task Manager - Assignee
Task Manager - Manage Artifacts	Task Manager - Artifacts - Manage
Task Manager - Manage Dashboards	Task Manager - Operational Dashboards - Manage
Task Manager - Manage Public Filters and Lists	Task Manager - Public Filters and Views - Manage
Task Manager - Manage Reports	Task Manager - Custom Reports - Manage
Task Manager - Manage System Services and Settings	Task Manager - System Services and Settings - Manage
Task Manager - Manage Tasks	Task Manager - Tasks - Manage
Task Manager - Manage Users and Teams	Task Manager - Users and Teams - Manage
Task Manager - View Audit	Task Manager - Audit - View
View Audit	Audit - View
View Calculation History	Calculation History - View
View Creator	Views - Create
View Model	Model - View
View Periods	Periods - View

Business Benefit: With standardized application role names, the functionality assigned to the user with an application role is easier to understand. 

Key Resources

In Administering Access Control for Oracle Enterprise Performance Management Cloud, see:

• Account Reconciliation
• Enterprise Profitability and Cost Management
• Planning, Financial Consolidation and Close, Tax Reporting
• Profitability and Cost Management
• Oracle Enterprise Data Management Cloud

Forms & Dashboards

Forms 2.0 and Dashboard 2.0

Forms 2.0 and Dashboard 2.0 functionality is now available.

Please note that forms 2.0 and Dashboard 2.0 is only available for the following legacy SKUs at this point in time:

• Oracle SKU B88359 (Oracle NetSuite Planning and Budgeting Prm Cloud Service (RENEWAL ONLY) OR NetSuite Planning and Budgeting Cloud Service), NetSuite ID 6166

• Oracle SKU B90897 (Oracle NetSuite Planning and Budgeting Std Cloud Service (RENEWAL ONLY) OR NetSuite Planning & Budgeting Cloud Service – Emerging Edition) NetSuite ID 6331

Forms 2.0 features:

• Forms runtime-only improvements

• Usability improvements

• Better scalability and enhanced performance

• Standardized menus for performing global actions on forms, setting POV preferences, and a new Quick toolbar for performing such actions as Adjust, Spread, and adding Comments

• Greater consistency between Web forms and Smart View forms

• Sophisticated POV member selection with Jet Member Selector

• Easily switch from Forms 1.0 to Forms 2.0 and back using an application setting

• Users can now use calc on the fly in the web and in Smart View, available when administrators enable a new Grid Properties setting

• Vertical and Horizonal Scroll in Form Grid are enhanced for easy maneuvering and better user experience

• New Line Item Details with improved capabilities in place of Supporting Details

Dashboard 2.0 features:

• Revitalized Dashboard Designer

• New Grid chart type that renders Forms 2.0 inside Dashboard 2.0 which supports data write-back

• New URL and Commentary types of Dashboard objects

• Conversion utility to easily convert 1.0 to 2.0 individually or at a folder level on the Dashboards page

• New user interface for associating business rules

• Ability to display multiple Gauge, Pie, and Doughnut charts inside one Dashboard component

• New menu options for opening and editing forms in Dynamic Tabs directly from the Dashboard

• New Information icon for the Dashboard and all Dashboard components

• Sophisticated POV member selection with Jet Member Selector

• Increased supported tiles from 6 to 10 in one component, and increased number of components on a dashboard from 9 to 12

• Enhanced Designer to include a Style property which renders the Dashboard in Default, Light, and Dark background colors with just one click

• Introduced new "Edit without Data" option

• Introduced a Save option at the Dashboard level which will write-back Grid Data updates. Also, Associated Business Rules will be run by enabling User to input Run-time Prompts

• Complies with defined Valid Intersections in Dashboard POV Member Selections

• Text Editor option introduced for formatting the Dashboard title

• Data limits for charts can be configured in the designer to support asymmetric grid shapes

• Option to hide Dashboard component borders for seamless display of various charts

To work with Forms 2.0 and Dashboard 2.0, you must enable the Redwood Experience. Forms 1.0 and 2.0 and Dashboard 1.0 and 2.0 versions will continue to coexist in the same business process at the same time. 

If you've been using Forms 1.0, there's no migration needed to use Forms 2.0. You can switch between the two versions using an application setting. The forms will be rendered to whichever version you specify. To specify Forms 2.0, go to your application settings and set the Forms Version to Forms 2.0.

To use a dashboard in Dashboard 2.0, you need to either create a new dashboard or convert an existing dashboard:

• To create a new dashboard, on the Dashboards listing page, click Create, then select Dashboard 2.0.

• To convert existing 1.0 dashboards, on the Dashboards listing page there's options next to folders or next to the individual dashboards to convert to 2.0:
  • Converting folders: Convert All Dashboards to 2.0
  • Converting individual folders: Convert to Dashboards 2.0

NOTE: Any Dashboard 2.0 dashboards that are saved in 23.11 cannot be imported to previous releases.

Business Benefit: Forms 2.0 and Dashboard 2.0 use Oracle JET technology for faster rendering, sophistication, ease of use, improved flexibility, better visualization, and additional designs.

Key Resources

• Administering Planning
  • Designing Dashboards

• Working with Planning
  • Working with Data in Forms
  • Using Dashboards to Work with Data

Data Integration

Displaying Real-Time Progress Status for Data Maps and Smart Push

When pushing data using data maps and smart push, the Job Details page now shows comprehensive information about each job's operations, including the completion status and duration.

As part of this feature, a new sub-status component provides the detail of the submitted job. For parent-child job relationships, the parent job displays the current ongoing child job, while each child job features the specific operation being performed as part of its execution.

Image Shows Job Details for a Data Map

Business Benefit: The enhanced job status for pushed data maps and Smart Push enables customers to monitor jobs by providing meaningful details instead of just the processing state and without having to open the details of each individual job. Customers can easily identify when a job is blocked. For example, if the processing state of a Data Map clear on an ASO cube is ongoing and the customer attempts a smart push on the same cube, the sub-status of the smart push job will indicate that the cube is waiting. Additionally, this feature provides real-time progress updates from the target application to the source application.

Tips And Considerations

For Enterprise Profitability and Cost Management customers, sub-status details are only available on the Jobs Detail page and not on the Jobs listing page.

Key Resources

• Checking Real Time Progress Status for Data Maps and Smart Push in Administering Data Integration for Oracle Enterprise Performance Management Cloud

New Connector Option For EPM Cloud To NetSuite Connections

Customers who wish to load data from NetSuite to their application in the EPM Cloud can now use the Oracle EPM Connector SuiteApp to do so. The new connector facilitates the connection between NetSuite and applications in the Oracle Enterprise Performance Management (EPM) Cloud. The Oracle EPM Connector Suite App is available for all EPM Cloud business processes except Oracle NetSuite Planning and Budgeting (NSPB).

This Oracle EPM Connector SuiteApp option is available when the Consumer Key Type is selected as Custom on the NetSuite Connection page when setting up token-based authentications (TBA) as shown below:

Image Shows the Netsuite Connection Page

For customers who already load data to their EPM Cloud application using NetSuite, the Consumer Key Type default value is NSPB Sync on the NetSuite Connection page.

If you already use NSPB Sync, you should continue to use the NSPB Sync. Otherwise, you should use the EPM Connector.

Business Benefit: The Oracle EPM Connector is a managed SuiteApp. When a new version is available, NetSuite automatically updates the account.

Tips And Considerations

Customers who already use Oracle NetSuite Planning and Budgeting (NSPB) Sync Suite App are not impacted by the new Oracle EPM Connector type.

Key Resources

NetSuite Applications Suite

• If you need to set up TBA in NetSuite Planning and Budgeting to facilitate the connection to NetSuite, you need to check the NSPB Sync Connection Type. See Setting Up Token-based Authentication in Planning and Budgeting.

• If you need to set up TBA in NetSuite Account Reconciliation to facilitate the connection to NetSuite, you need to check EPM Connector Connection Type. See Setting Up Token-based Authentication in Account Reconciliation.

Data Integration Pipeline

New Upload and Download File Options for File Operations Job Type

The Upload file operation enables to you to copy a file from a local EPM Cloud server to another EPM Cloud server. The Download file operation enables you to copy a file from a remote EPM Cloud server to a local EPM Cloud server. The local EPM Cloud server is the server where the Pipeline process is running.

To use the Upload and Down file options, you must select a remote connection from the Connection drop-down.

When you download a file, the source directory and source file name identify the remote source directory and file name. The target directory and file name identify to where the file is downloaded locally.

When you upload a file, the target directory and target file name identify the remote target directory and file name. The source directory and file identify from where the file is located locally.

Business Benefit: The Upload and Download files options enable customers to transfer files between remote connection operations. The Copy/Move/Unzip/Delete file operations can only be used between local connections.

Key Resources

• Using a File Operations Job Type in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Run Pipeline Integration Type and Task Type in Task Manager

Task Manager is enhanced with a new Process Automation integration called Run Pipeline.  The new integration allows you to incorporate your Data Integration Pipelines within Task Manager business process executions.  This integration is available for:

• Local and remote Financial Consolidation and Close, Planning, Planning Modules, and Tax Reporting
• Remote Enterprise Profitability and Cost Management

Business Benefit: This feature allows you to incorporate Data Integration Pipelines into one business process execution within the EPM application or across multiple EPM applications, thus simplifying the load process.

Key Resources

Administering Planning

• Managing Task Manager Integrations
• Managing Task Types

Financials

New Tutorial

A new tutorial is available.

Reporting on Data with Attribute Hierarchies

This tutorial shows you how to report on data with attribute hierarchies. You can view and report on data organized by attribute on the web on forms and dashboards, with MR reports, or in Smart View with ad hoc analysis.

Business Benefits: Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.

Key Resources

• Administering Planning
  • Working with Attributes

IMPORTANT Actions and Considerations

One-Week Lag Between Readiness Documents Live and Help Center Live

Because Oracle readiness documents (What's New and New Feature Summary) are live one week before the monthly update is applied to Test environments, some links to documentation included in the readiness documents will not work until after the Oracle Help Center update is complete when the monthly update is applied to Test environments.

This update includes Important Actions and Considerations for:

• EPM Cloud Platform

EPM CLOUD PLATFORM

Default Essbase Query Limit is not Being Changed

In the Previous What's New document, Oracle notified that starting with an upcoming update, the default value of Essbase query limit (the maximum amount of time that an Essbase query can run to retrieve and deliver information) would be set to 900 seconds (15 minutes). Oracle has decided to not implement this change at this time. Thus, Essbase queries continue to be allowed to run indefinitely. However, you can still change this default behavior using the setEssbaseQryGovExecTime EPM Automate command.

Plan to Discontinue Support for Non-Redwood Experience Themes

Oracle's Redwood UX Design is helping organizations improve user productivity, reduce training costs, and increase user satisfaction. As such, it has gained wide adoption across our Oracle Cloud user base.

Within Cloud EPM the Redwood Theme has had significant adoption, and major new platform innovations over the past few years have primarily been released only within the Redwood theme.

Going forward, future innovations in Cloud EPM and Redwood UX Design patterns are likewise targeted to be available within the Redwood theme only. Customers are encouraged to deploy their applications using Redwood theme only.

Towards the end of first quarter of 2024 (subject to change, safe harbor applies), the Redwood Experience will offer a default Oracle theme and these two additional appearance options: Custom Light and Custom Dark. The appearance of all EPM Cloud environments that currently use the Redwood Experience will automatically be shifted to either the default Oracle theme or the Custom Dark theme based on currently deployed background appearance of these environments.

In a later update planned for the second quarter of 2024, Oracle will automatically convert non-Redwood theme environments to the Redwood Experience.

If you're a customer and you're not already using Redwood Experience, you're encouraged to move to the Redwood Experience as soon as possible to take advantage of its user experience advantages.

Customers are encouraged to watch the Cloud Customer Connect session in April 2023: EPM – Why You Should Be Using The Redwood Theme in EPM Cloud

This session covers why users should be adopting the Redwood theme, customizations available within the theme (such as company logo), and the future plans around non-Redwood themes for Cloud EPM.

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

Many applications on the Oracle EPM Cloud Platform still support Native Smart View Ad Hoc Behavior mode apart from the Standard mode.

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

Oracle is planning to stop supporting Native mode within the next 6-12 months (March-September 2024 timeframe). 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 the Standard mode. Enhancements should be logged in the Customer Connect EPM Platform idea Labs by end of November 2023, for Oracle to review.

Embedding Google Sheets, Google Drive Files, and Microsoft Office 365 Files in Navigation Flows

Customers can embed the third-party pages listed below in EPM Cloud Application navigation flows. Though not supported by Oracle, using instructions provided by the third-party sites, you can embed links to these resources within navigation flow cards, tabs, and sub tabs:

• Google Sheets
• Files stored in Google Drive (for example, PDF and Excel)
• Files stored in Microsoft Office 365

For more information about embedding third-party pages in EPM Cloud applications, see the following documentation:

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering and Working with Enterprise Profitability and Cost Management

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering Financial Consolidation and Close

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering FreeForm

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering Planning

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering Tax Reporting

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 Management	Data Integration	Data Integration Navigation Path
Source System	Configure Connections	From the Data Integration UI, select the Actions drop down, and then Applications. In Applications, there is an icon next to the drop down labeled Configure Connections.
Target Application	Applications	From the Data Integration UI, select the Actions drop down, and then Applications.
Period Mapping	Period Mapping	From the Data Integration UI, select the Actions drop down, and then Period Mapping.
Category Mapping	Category Mapping	From the Data Integration UI, select the Actions drop down, and then Category Mapping.

Data Integration is the next generation of the Data Management user interface, enabling users to easily build and manage Cloud EPM integrations. As feature parity between Data Integration and Data Management becomes complete, Data Management features will be turned off, and users will use the new Data Integration user interface instead.

This transition is gradual; future What's New documents will include information about the first set of planned changes as well as updates about additional changes planned for the future.

All Data Integration features discussed in this document are currently generally available in the Cloud EPM business processes.

Integration definitions built with Data Management are also visible in Data Integration, which enables an easy transition. (Data Integration is a new user interface on the Data Management data model and does not require migration of content from Data Management to Data Integration).

Please note that additional new integration features will only be included in Data Integration, and will not be back-ported to Data Management. Critical bug fixes and security fixes will still be made to Data Management until all features are fully migrated. In addition, all features from Data Management will be migrated to Data Integration with the exception of the following:

• The batch feature will be replaced by the new Pipeline feature. The Pipeline feature was available in the June (23.06) update.

• The Report Definition feature will not be migrated, only the Report Execution feature. Please note that Account Reconciliation, Financial Consolidation and Close, Planning and Tax Reporting provide a feature to report against the Data Integration relational tables using a custom SQL and a BI Publisher report template via Task Manager.

• The ability to create new Custom Applications in Data Management will no longer available, and customers should use the “Data Export to File” application type instead. (Existing integrations using a custom application will not be impacted.) See Custom Application in Data Management under EPM Cloud Platform in the Important Actions and Considerations section of this document.

For reference, please see the Data Integration guide available from the documentation library for your specific EPM business process. Select the desired business process, then Books, and then scroll down to the Administering Data Integration for Oracle Enterprise Performance Management Cloud documentation link.

See Administering Data Integration for Oracle Enterprise Performance Management Cloud for more information.

Removal of Support for Custom Application in Data Management

Since the September (23.09) update, custom target applications can no longer be added in Data Management. (Existing integrations that use a custom target application will not be impacted, and will still run without any changes.) This type of application was used to extract data from the EPM Cloud, and then the data was pushed into a flat file instead of being loaded to an EPM Cloud application. The custom application was superseded by the Data Export to File feature in an earlier update. The Data Export to File feature has enhanced functions and capabilities.

If you still have a custom target application, it is recommended that you use the Upgrade Custom Applications option to migrate your existing custom target application to a data export to file application. For more information, see Upgrade Custom Applications at: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/erpia/upgrade_custom_applications_100x438d5119.html.

The migration converts existing file formats from the custom target application to the file formats used in the data export to file option and retains all the existing setup. When the custom target application has been converted, you can run same integration as before. Data export file applications are available both in Data Management and Data Integration.

Calculation Manager Errors and Warnings Enforcement

In a future update, Calculation Manager will enforce the execution of the Errors & Warnings diagnostic tool for any rule being launched, validated, or deployed from it. If there are errors that result from this new process, Calculation Manager will not execute, validate, or deploy the rule. This new process will apply to all new applications once released. Existing applications will have a finite period of time to bypass this new process to allow you to modify the rules that violate the new Errors & Warnings diagnostic analysis. In all cases, existing rules that are already deployed will continue to run as-is without any change in behavior.

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.