Planning
What's New
  1. July 2019 Update
  1. Revision History
  2. Planning, July Update
        1. Monthly Update Schedule
        2. Please Join Oracle Cloud Customer Connect
        3. Give Us Documentation Feedback
        4. Follow Us on Social Media
        5. New Videos and Tutorials
    1. Announcements
        1. New EPM Cloud Features Tool
        2. REST API Updates
        3. Changes to Provisioning Terminology
        4. Export Expanded Reports to Excel
        5. Maintenance Notification in the Simplified User Interface
        6. New Version of EPM Automate
        7. Removal of Support for Transport Layer Security Protocol 1.0 and 1.1
        8. Self-Service Content Update
        9. Working with Funding Options (Strategic Modeling)
        10. Working with Time Periods (Strategic Modeling)
        11. Ability to Call External REST Resources from Groovy Object Model
        12. New Domain Option in Smart View (Mac and Browser) Manifest File
    2. Upcoming Changes
        1. Classic Dimension Editor
        2. EPM Cloud's New Look and Feel
        3. Removal of Instance Name from Predefined Role Names
    3. Defects Fixed

July 2019 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 Feature Notes
27 JUN 2019   Created initial document.

Planning, July Update

This document outlines the upcoming Planning update.

Monthly Update Schedule

Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, July 5,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, July 19,  2019.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, July 5,  2019. 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.

NOTE: Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server.

Please Join Oracle Cloud Customer Connect

Please take a moment to join the Cloud Customer Connect forums for EPM Cloud services. Oracle Cloud Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. This is where you will find the latest release information, upcoming events, or answers to use-case questions. Joining takes just a few minutes. Join now!

https://cloud.oracle.com/community

NOTE: The Settings and Actions menu now contains a link to Cloud Customer Connect. To access this link, from the Home page, click the down arrow next to the user name (in the upper right-hand corner of the screen), and select Cloud Customer Connect.

Give Us Documentation Feedback

We welcome your comments and suggestions to improve the content of the What's New document and the product documentation. Please send us your feedback at EPMdoc_ww@oracle.com. In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.

Follow Us on Social Media

For the latest updates and information about EPM Cloud, follow us on YouTube, Twitter, Facebook, and LinkedIn at Hyperion EPM Info.

New Videos and Tutorials

Watch videos and learn about service capabilities, benefits and how to use key features.

Need a world-class EPM Cloud solution? Don’t settle for a partial, configuration-heavy solution that will clunk your business along, data silo by silo, process by disjointed process. Oracle EPM Cloud provides agile, connected, and purpose-built solutions to give you the insight you need to outpace change.

Say good bye to single point data estimates, and hello to simulations; an easy way to capture ranges of uncertainty in your model for amazing insight into your strategic plan.

Drive accurate, connected plans—from long-range planning to periodic rolling forecasts and line-of-business planning with Oracle EPM Cloud. Whether you’re in corporate financial planning and analysis, sales, marketing, human resources, IT, supply chain, or operations, the agility and simplicity of EPM Cloud meets all planning needs.

Is monochromatic financial planning just not meeting your planning and analytic needs? Oracle EPM Cloud supports a rainbow of fully integrated, best practice planning solutions that span workforce, capital and projects while linking to the financial plan. Plan as comprehensively and as colorfully as you need.

Learn how to create and run data integrations that load data from Oracle Netsuite to a Planning business process. You can define file-based and direct integration sources, create mapping rules to translate source data into the required target format, and execute and manage the data loading process. Common integration tasks are done using an easy-to-navigate workflow.

Announcements

New EPM Cloud Features Tool

Oracle has released an EPM Cloud Features tool. Use this tool to quickly find features released each month for your EPM Cloud business process. Click a link to learn more about each feature in the What’s New document and the EPM Cloud user assistance.

REST API Updates

When using REST APIs to import security records, you can now download the error message file. Additionally, you can now use the Sort Members REST API with Free Form applications.

Steps to Enable

Only Service Administrators can run REST APIs against EPM Cloud environments.

Key Resources

Changes to Provisioning Terminology

With a view to standardizing the terminology around assigning roles to users at the identity domain, application, and artifact levels, EPM Cloud has changed such labels in the user interface to "Assign". Because of this change, the labels of Provision Roles tab and Provisioning Reports tab in Access Control have been renamed to Assign Roles and Role Assignment Report respectively. Similar changes have been made to the access control screens displayed in business processes and EPM Connections.

Export Expanded Reports to Excel

Now you can include expanded rows and columns when you export a Financial Report to Microsoft Excel.

  1. From the Home page, click Reports, and then click the report you want to see.
  2. Select an export option for the report, and expand your choice of rows and columns.
  3. Click the Export to Excel  toggle on the top left of the page.

Key Resources

Maintenance Notification in the Simplified User Interface

Starting with this update, a notification indicating the imminent start of the daily maintenance process will be displayed to all active users. This new notification in the Simplified User Interface will be displayed to all active users 15 minutes prior to the start of the daily maintenance process so that they can save their work and sign out of the environment.

New Version of EPM Automate

A new version of EPM Automate is available with this update. These new commands are now available: exportAppSecurity and exportAppAudit.

  • exportAppAudit Command

This command exports data audit records into a ZIP file, which you can download for local storage.

  • exportAppSecurity Command

This command exports the date related to artifact-level access assignments (ACLs) to a ZIP file, which you can download for local storage.

Key Resources

Removal of Support for Transport Layer Security Protocol 1.0 and 1.1

As announced in previous readiness documents, Oracle supports only Transport Layer Security protocol version 1.2 (TLS 1.2) to communicate with EPM Cloud. To ensure the highest level of authentication and data encryption security, support for TLS 1.0 and TLS 1.1 have been removed.

Because most modern operating systems and browsers support TLS 1.2; users of such systems and browsers are not affected by the deprecation of TLS 1.0 and 1.1.

You cannot use client operating systems that do not support TLS 1.2 (for example, Red Hat Enterprise Linux 5 and Microsoft Windows 2002) to run operating system-specific commands (for example, code to run cURL tools to transfer data and custom code that integrates with the REST APIs) against EPM Cloud. Additionally, Smart View and EPM Automate installed on such systems will also fail to communicate with EPM Cloud. Similarly, you cannot use browsers that do not support TLS 1.2 protocol to access EPM Cloud environments.

If you are using on-premises FDMEE to integrate with EPM Cloud, you must update your on-premises EPM 11.1.2.4 deployment to support TLS 1.2. Refer to the following Oracle Support document to enable TLS 1.2 support:

Self-Service Content Update

Starting with this update, Service Administrators will be able to specify the content update start time for all Planning Modules and Oracle Strategic Workforce Planning environments. Content update propagates the changes introduced to out-of-the-box functionality during the daily maintenance of an environment.

Key Resources

Working with Funding Options (Strategic Modeling)

You can now work with funding options in Strategic Modeling on the Web. Funding Options enables you to pay off debt accounts with cash from surplus accounts. You specify which surplus accounts go to which debt accounts, and the order they should be repaid. You can specify fund sources the company should borrow from in paying deficits. You can identify affordable dividends, handling of common and preferred stocks, and issuance or repurchase of shares.

Key Resources

Working with Time Periods (Strategic Modeling)

You can now manage time periods for models in Strategic Modeling on the Web.

Configure time periods to reflect the detail required by your financial models. You can combine periods of years, weeks, months, quarters, and halves for historical and forecast data.

You can create period-to-date, trailing periods, deal periods, and sub periods.

Key Resources

Ability to Call External REST Resources from Groovy Object Model

Planning Groovy object model APIs have been enhanced with the ability to call external REST APIs.

Steps to Enable

Only Service Administrators can run REST APIs against EPM Cloud environments.

Key Resources

New Domain Option in Smart View (Mac and Browser) Manifest File

There is a new option to add a Domain URL in Smart View (Browser and MAC) when creating the manifest file. Smart View will extract the domain from the Server URL and will add it to the App Domains list as the default. Smart View also supports adding multiple domains.

Key Resources

Upcoming Changes

Classic Dimension Editor

With a view to allowing customers more time to familiarize themselves with the Simplified Dimension Editor, Oracle has decided to defer the removal of support for Classic Dimension Editor to a future update in 2019. Oracle will notify you at least two months prior to the removal of the feature.

EPM Cloud's New Look and Feel

In a future update, there will be a revised interface with enhanced navigation and a new theme called Sky Blue.

New Interface of Planning

The following EPM Cloud services will adopt this new theme as their default interface:

  • Planning
  • Financial Consolidation and Close
  • Tax Reporting
  • Profitability and Cost Management
  • Account Reconciliation
  • Strategic Workforce Planning
  • Sales Planning

The revised interface retains existing functionality and enhances your experience with a more modern look and feel and responsive design. The Welcome Panel and the Global Header readjust after resizing, which means less scrolling. An updated Welcome Panel features Announcements and Notifications. Arrows are available on the Home Page to help you navigate easily between the Springboard and infolet dashboard pages. A bigger Navigator Menu has improved usability, more themes for customization are included, and a bigger work area has more space to maneuver and provide better visibility. The interface is also more consistent with other Oracle products, such as Fusion Applications.

After the interface is released, all new customers will use the new lighter-colored Sky Blue theme, and existing customers will keep their current theme. You can switch themes using Tools, and then Appearance.

Removal of Instance Name from Predefined Role Names

Currently, the predefined role names displayed in the Access Control screens of EPM Cloud environments prefix the instance name to the role name in INSTANCE_NAME ROLE_NAME format. They are also stored in this format in the snapshots, making it difficult to migrate snapshots from one instance to another.

To facilitate the migration of security across EPM Cloud environments, Oracle plans to rename predefined role names displayed within EPM Cloud applications by removing the instance name prefix in the August update. For example, if the instance name is Planning1, predefined role names are Planning1 Service Administrator, Planning1 Power User, Planning1 User and Planning1 Viewer. The new role names will be Service Administrator, Power User, User, and Viewer.

NOTE: This change does not affect how the role names are displayed in the MyServices customer portal.

This change will affect customers who use the predefined roles for managing application-level provisioning and access to artifacts; you will need to reassign such assignments using the updated role name after the roles are renamed. This change makes it easy to migrate EPM Cloud artifacts across environments.

Additionally, all predefined role names; Domain Administrator, Service Administrator, Power User, User, and Viewer will be treated as EPM Cloud keywords, which should not be used in the name of any custom artifacts that you create; for example, group name in Access Control. If you have any group with these keywords, rename them before this change comes into effect.

This change is being implemented to address customer feedback. If you have any concerns about this change, please contact Oracle Support.

Defects Fixed

Software issues addressed each month will be posted to My Oracle Support.