February 2021 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

This guide outlines the information you need to know about new or improved functionality in this update.

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Sales Planning Cloud

New Topics in EPM Cloud Operations Guide

The Oracle Enterprise Performance Management Cloud Operations Guide has been enhanced with topics that help you troubleshoot Smart View (Mac and Browser) for Office 365 add-in. Additionally, many topics in the guide have been optimized so that they can be easily found through Google searches.

Newly added topics include:

• Library Folders Do Not Display in Home Panel (Clear Storage Option)
• Disabling the Popup Blocker on Chrome
• Clearing the Chrome Browser Cache
• Clearing the Office Cache on a Mac
• Chrome: Connection Issue After Clearing Cache
• Task List Display Issue

New Next-Generation Reporting Capabilities

Sales Planning Cloud now has new next-generation reporting capabilities. The new Reports is now embedded in Sales Planning Cloud alongside, and eventually replacing, Financial Reporting.

Dynamic Tabs in Redwood Experience

As part of the new Redwood experience, we are introducing the Dynamic Tabs feature only within the Redwood theme. Dynamic Tabs allow you to open tabs on the fly, both from a list view or from an existing navigation flow tab to perform related actions. Some use case examples: view drill through from a form in a new temporary tab; view a form in design mode; open Web ad hoc from a form or dashboard; open forms from right-click menus; open dimensions on the fly to view how members are calculated.

New Indentation Option for Standard Mode Ad Hoc Grids in Smart View

A new option in Oracle Smart View for Office 20.200 preserves native Excel formatting used for indentation in ad hoc grids. The new option, Use Excel Indentation (Ad-hoc Standard Mode), appears in the Options dialog, Member Options tab.In Standard mode, when the Indentation option is set to Subitems, the blank spaces used for the indentation could create issues for some users. Now, with the Use Excel Indentation option enabled, this indentation is handled correctly when your application is set to Standard mode.

REST API Support for Oracle Infrastructure Gen 2 Environments

The Authentication section of the REST API guide is updated to reflect how the user name needs to be passed in Oracle Cloud Infrastructure Gen 2 environments. This enables REST APIs on Oracle Cloud Infrastructure Gen 2 environments.

Improved Member Selection for Insert Attributes and Mass Allocation in Smart View (Mac and Browser)

In Smart View (Mac and Browser), the Member Selector used with the Mass Allocation and the Insert Attributes features now includes new visual and ease-of-use improvements.

Simplified Authentication Cache Rebuild Algorithm

Sales Planning Cloud uses cached authentication data to authenticate users. Starting with this update, the cache used for authenticating users is rebuilt using a simplified algorithm to enable the predefined role assignments of users to be effective in Sales Planning Cloud environments after a wait of four minutes. This results in the following changes in behavior:

1. Prior to this update, newly added users (through My Services or using EPM Automate) could login to Sales Planning Cloud immediately after their role assignment was completed. After this update, newly added users must wait four minutes or more before they can sign into Sales Planning Cloud.
2. Prior to this update, any changes to predefined role assignments of a user were reflected in Access Control after the user logs in. After this update, changes in predefined role assignments of a user will be reflected when the user logs in again after four minutes.

3. Prior to this update, any predefined role assignments that were not yet reflected in Access Control were reflected after the completion of the next daily maintenance of the environment. After this update, predefined role assignments will be reflected in Access Control after any user logs in to the environment.

New Source Connections Option in Data Integration

Source system and connection information can now be registered and managed in Data Integration..

New Notification Settings for Oracle ERP BI Publisher in Data Integration Application Details

In Data Integration, the new Notification Type and Notification Event settings enable you to send a notifications to Oracle ERP BI Publisher when Oracle ERP BI Publisher reports are executed in the Oracle ERP Cloud.

Support for JDBC Drivers Type 3 and Type 4 Compliant in the EPM Integration Agent

The EPM Integration Agent now supports any standard compliant JDBC (Java Database Connectivity) driver to access database management systems using SQL.