- Revision History
- Overview
- Feature Summary
- Strategic Workforce Planning
-
- Strategic Workforce Planning
- Features
-
- OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Program Ends on April 30, 2023
- EPM Automate Updates
- New Version of REST APIs for Managing Users
- Improved Usability for EPM REST API Compatibility Table and Quick Reference
- New Version of Oracle Smart View for Office
- Updated EPM Books Extension for Smart View
- Reports Output to Excel Support for Borders on Text Boxes, Notes, Charts, and Grids
- Activity Report Now Includes Data Center Information
- Suppressing Missing Columns for Smart Push in Data Maps
- EPM Integration Agent Certification with Java 11
- Data Management Feature Replacement by Data Integration
- Easier Way to Delete Members Used in Insights and Auto Predict Definitions
-
- IMPORTANT Actions and Considerations
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 |
|---|---|---|---|
| 31 MAR 2023 | Created initial document. |
HAVE AN IDEA?
We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.
DISCLAIMER
The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
|||||
|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
||
Improved Usability for EPM REST API Compatibility Table and Quick Reference |
||||||
Reports Output to Excel Support for Borders on Text Boxes, Notes, Charts, and Grids |
||||||
Easier Way to Delete Members Used in Insights and Auto Predict Definitions |
||||||
Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, April 7, 2023.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, April 21, 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, April 7, 2023.
NOTE: Some of the links to new feature documentation included in this readiness document will not work until after the Oracle Help Center update is complete.
Documentation Updates Available One Week After Readiness Documents
Updated documentation is published on the Oracle Help Center on the first Friday of each month, coinciding with the monthly updates to Test environments. Because there is a one week lag between the publishing of the readiness documents (What's New and New Feature Summary) and Oracle Help Center updates, some links included in the readiness documents will not work until the Oracle Help Center update is complete.
https://docs.oracle.com/en/cloud/saas/epm-cloud/index.html
Fixed Issues and Considerations
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 Common 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.
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.
Create and Run an EPM Center of Excellence
A best practice for EPM is to create a Center of Excellence (CoE). An EPM CoE is a unified effort to ensure adoption and best practices.
Business Benefit: A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.
Learn more:
- Watch the webinar on Cloud Customer Connect: Creating and Running a Center of Excellence (CoE) for EPM Cloud
- Watch the videos: Overview: EPM Center of Excellence, Creating a Center of Excellence
- Get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence
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.
Follow Us on Social Media
Follow EPM Cloud on YouTube, Twitter, Facebook, and LinkedIn.
These are great resources for the latest updates and information about EPM Cloud.
Business Benefit: These resources can help you optimize your EPM implementation and user experience by providing valuable information and user assistance.
A new Readiness App is now available on the Oracle Cloud Application Update Readiness site. The app provides an .xlsx report listing all features released from October 2021 onward for one or more Cloud product(s), module(s) and update(s) that you designate. From the Readiness site, click the red Try Our Readiness App button in the upper right, or use this URL to access the app:
https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/readiness/app/index.html
NOTE: To ensure a complete feature listing, select EPM Common in addition to the business process(es) you wish to view. To determine whether an EPM Common feature applies to your business process, review the Applies To information in the Short Description column of the .xlsx file.
NOTE: The EPM Cloud Features tool, which contains EPM new features from March 2018 through June 2023 only, will not be updated after June 2023.
Business Benefit: The Readiness App is an interactive tool that allows you to view a comprehensive listing of all features that have been released for one or more product(s), module(s) and update(s) that you designate.
OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Program Ends on April 30, 2023
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 Strategic Workforce Planning Cloud features that are available only in OCI. See Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.
Oracle plans to migrate all Classic Commercial environments to OCI by the end of 2023 using monthly migration waves. Two migration options are available:
Oracle has started sending notifications for Oracle-managed migrations. When your environments are scheduled for migration, you will get notification specifying the migration schedule. Follow the instructions in the notification.
For customers whose environments were included in the January 2023 migration notification: The migration of application data and users from Classic to OCI environments will occur in the 23.04 (April) monthly update. If you prefer not to have the migration take place in the 23.04 monthly update, please run the skipUpdate EPM Automate command to skip the 23.04 update.
- If you were notified about your migration in February 2023, you must already have received your OCI instances. You should go through the optional migration steps, which include setting up SSO and IP Allowlist, and testing based on your requirements. See these information sources:
- Oracle-Managed Migration in Oracle Enterprise Performance Management Cloud Operations Guide
- Tasks to Perform After Cloning Environments in Administering Migration for Oracle Enterprise Performance Management Cloud
- If you were notified about the migration of your environments in March 2023, you will receive your OCI instances in the beginning of April 2023.
- If your environments are in the next wave of migration, you will be notified in the beginning of April 2023.
If you plan to use customer-managed migration, you should start this process as soon as possible. Customer-managed migration program is available until April 30, 2023. Oracle will not accept any service request for customer-managed migration starting May 1, 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 Strategic Workforce Planning Cloud features that are not available in Classic Strategic Workforce Planning 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
A new version of EPM Automate is now available. Starting with this update, the roles required to run these commands have been updated to allow users other than Service Administrators to run them as long as they have the appropriate privilege: addUsers, assignRole, invalidLoginReport, removeUsers, roleAssignmentAuditReport, unassignRole, and updateUsers.
Updates to the Roles Required to Run Some User and Role Management Commands
The roles required to run these commands have been updated to allow users other than Service Administrators to run them if they have the appropriate privilege:
- addUsers, removeUsers, and updateUsers commands can now be run any Strategic Workforce Planning Cloud user assigned to the Identity Domain Administrator role.
- assignRole and unassignRole commands to assign and unassign predefined roles can now be run by Service Administrators (OCI) or by any Strategic Workforce Planning Cloud user assigned to the Identity Domain Administrator role (both Classic and OCI).
- roleAssignmentAuditReport command can now be run by Service Administrators or by any Strategic Workforce Planning Cloud user assigned to the Identity Domain Administrator role. This command is applicable to OCI environments only.
- invalidLoginReport command can now be run by any Strategic Workforce Planning Cloud user assigned to the Identity Domain Administrator role. This command is applicable to OCI environments only.
Business Benefit: Updates to the roles required to run user and role management commands allow you to spread the security administration workload across Strategic Workforce Planning Cloud users other than the Service Administrator and to align with the roles required to run similar commands and APIs from the Oracle Identity Console.
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
New Version of REST APIs for Managing Users
A new, simplified version of several REST APIs to Manage Users has been released. This new version contains all parameters in the payload and does not require URL encoding while calling the REST APIs. The new version is backward compatible, so no changes are needed for existing REST APIs.
In this release, the new version applies to these REST APIs:
- Add Groups (v2)
- Remove Groups (v2)
Additionally, starting with this update, the roles required to run the following REST APIs have been updated to allow users other than Service Administrators to run them as long as they have appropriate privileges:
- Add Users to an Identity Domain
- Remove Users from an Identity Domain
- Add User's to a Predefined Role or Application Role (v1)
- Add User's to a Predefined Role or Application Role (v2)
- Remove User's Role Assignment (v1)
- Remove User's Role Assignment (v2)
- Update Users
- Role Assignment Audit Report for OCI (Gen2) Environments
- Invalid Login Report for OCI (Gen2) Environments
Business Benefit: The new version of the REST APIs is easier to use, and does not require URL encoding. Updates to the roles required to run user and role management REST APIs allow you to spread the security administration workload across Strategic Workforce Planning Cloud users other than the Service Administrator and to align with the roles required to run the similar APIs from Oracle Identity Console.
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
- REST API for Oracle Enterprise Performance Management Cloud
- Managing Users
- Add Groups (v2)
- Remove Groups (v2)
- Add Users to an Identity Domain
- Remove Users from an Identity Domain
- Assign Users to a Predefined Role or Application Role (v1)
- Assign Users to a Predefined Role or Application Role (v2)
- Remove Users' Role Assignment (v1)
- Remove Users' Role Assignment (v2)
- Update Users
- Role Assignment Audit Report for OCI (Gen 2) Environments
- Invalid Login Report for OCI (Gen2) Environments
Improved Usability for EPM REST API Compatibility Table and Quick Reference
These two EPM REST API topics now have enhanced usability to help you quickly find the information you need:
All of the information is still in one convenient location, but it is now easier to navigate to the REST API you want to use.
Business Benefit: You can now quickly jump to a specific group of REST APIs within each topic, saving you time and effort.
Tips And Considerations
Use these Implementation Best Practices to ensure success with your REST API projects.
Key Resources
- REST API for Oracle Enterprise Performance Management Cloud
Access Requirements
- Service Administrators
New Version of Oracle Smart View for Office
Oracle Smart View for Office version 23.100 is now available from My Oracle Support and Oracle Technical Resources (formerly Oracle Technology Network).
The following new features are included:
- Search for Forms and Other Artifacts in Smart View
- Freeze Row and Column Headers Using Smart View Options
- New Smart View Options for Formatting Numbers, including:
- Increased number of decimal places
- Multiple formats for displaying negative numbers
- Custom format for numbers
- Load Pages on Demand for Opening Forms Faster
- Ability to Preview POV while Importing Reports
- Compatibility of Forms and Ad Hoc Grids Between Smart View and Smart View (Mac and Browser)
- Support for Microsoft Office Themes (Including Dark Theme)
-
New Health Check Options to Facilitate Microsoft Edge WebView2 Support
- New VBA: HypGetErrorInfo
Business Benefit: This Smart View release includes new features and defect fixes.
Steps to Enable
Download and install Smart View. See Downloading and Installing Clients in Getting Started with Oracle Enterprise Performance Management Cloud.
Key Resources
- Working with Oracle Smart View for Office
- Developing Applications for Oracle Smart View for Office
- Oracle Smart View for Office Readme
Updated EPM Books Extension for Smart View
An updated EPM Books extension for Oracle Smart View for Office is now available to download and install. This update includes general improvements and defect fixes.
Business Benefit: Downloading and installing the latest EPM Books extension for Smart View gives you access to the latest features, improvements, and defect fixes.
Steps to Enable
To take advantage of the features, improvements, and defect fixes in the EPM Books extension:
- From within Smart View, in the Options dialog, Extensions tab, click the Check for Updates, New Installs, and Uninstalls link.
- Select your business process instance, then follow the prompts.
Key Resources
- Working with Oracle Smart View for Office
Reports Output to Excel Support for Borders on Text Boxes, Notes, Charts, and Grids
When you import or export reports to Excel, you can now view the borders that were applied to text boxes, charts, and grids during report design.
Business Benefit: Borders defined in the report are now displayed when imported or exported to Excel, thus persisting the look and feel of the reports.
Tips And Considerations
- For text boxes and charts, these are imported as images, so their borders form part of the images.
- For grids, the borders are applied to the grid range. The borders in Excel may differ in appearance from the borders seen in the web application, as Excel cannot fully support the styles supported by report designer. For more information, see Differences between Reports and Reports Imported in Excel in Designing with Reports for Oracle Enterprise Performance Management Cloud.
- For sections of a report such as header, footer, or body, borders are currently not supported in Excel.
Key Resources
- Designing with Reports for Oracle Enterprise Performance Management Cloud
- Working with Reports in Smart View in Working with Reports for Oracle Enterprise Performance Management Cloud
- Importing and Working with Fully Formatted Reports in Working with Oracle Smart View for Office
Activity Report Now Includes Data Center Information
The Activity Report now includes information about the data center that hosts your environment. Examples of data center information available in the Activity Report: Data Center: Amsterdam (EM2) (Classic environments) and Data Center: eu-amesterdam-1 (OCI environments.)
Business Benefit: The Data Center information helps you identify where your environment is hosted.
Key Resources
- Getting Started Guide for Administrators:
Suppressing Missing Columns for Smart Push in Data Maps
In Data Maps, a new Suppress Missing Columns for Smart Push option enables customers to suppress missing columns from the source grid while performing a Smart Push.
The new Suppress Missing Columns for Smart Push option is available on the Data Maps Options page.
Image shows Data Maps Options page
If the Suppress Missing Columns for Smart Push option is disabled, missing columns are included for the Smart Push.
Business Benefit: Suppressing missing columns for a Smart Push may enhance performance when customers move data and supporting detail from source cubes to a reporting cube while working in forms.
Key Resources
- Defining Data Maps Options in Administering Data Integration for Oracle Enterprise Performance Management Cloud
EPM Integration Agent Certification with Java 11
In this update, the EPM Integration Agent has been certified with Java release version 11 and higher. Java version 19 is the latest version tested at this time.
To run the EPM Integration Agent with Java 11 or higher, you need to download the latest agent.
Business Benefit: This feature enables customers to use a newer version of Java based on their Java use policies.
Key Resources
- In Administering Data Integration for Oracle Enterprise Performance Management Cloud, see:
Data Management Feature Replacement by Data Integration
Data Integration is the next generation of the Data Management user interface, enabling users to easily build and manage Strategic Workforce Planning 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. Integration definitions built with Data Management are also visible in Data Integration, which enables an easy transition. (Data Integration is a new UI on the Data Management data model and does not require migration of content from Data Management to Data Integration).
This will be a gradual process; 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 Strategic Workforce Planning.
Starting with the July (23.07) update, the following features will no longer be available in Data Management, but will be available in Data Integration. Data Integration is available from the Data Exchange card from the home screen in Strategic Workforce Planning, and users can access these features in the current Strategic Workforce Planning update.
| Data Management Feature | Data Integration Feature | 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. |
Integration definitions built with Data Management are visible in Data Integration which enables an easy transition. (Data Integration is a new UI on the Data Management data model). 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 should be available sometime in CY23. (Safe Harbor applies.)
- The Report Definition feature will not be migrated, only the Report Execution feature.
For reference, please see the Data Integration guide available from the documentation library for Strategic Workforce Planning. Select Books, and then scroll down to the Administering Data Integration for Oracle Enterprise Performance Management Cloud documentation link.
Business Benefit: Data Integration is the next generation of the Data Management user interface. It enables users to more easily build and manage Strategic Workforce Planning integrations.
Key Resources
Easier Way to Delete Members Used in Insights and Auto Predict Definitions
You can now more easily delete members that are used in Auto Predict prediction or insights definitions or in insights.
In the Simplified Dimension Editor, if you get an error message when you try to delete a member because it is in use in the application, you can now use Show Usage to see when a member is used in an Auto Predict prediction or insights definition or in an insight by clicking the IPM tab:
IPM tab of Show Usage
Once you see where the member is used, you can edit or delete the prediction or insights definition or delete the insight. To delete an insight, on the Insights dashboard, from the Actions menu for the insight you want to delete, click Delete Insight.
Business Benefit: It's easier to delete a member that is used in insights or Auto Predict definitions:
- The new IPM tab in Show Usage shows where a member is referenced in insights or prediction definitions.
- If the member is referenced in an insight, Administrators can now delete an insight with the new Delete Insights option.
Tips And Considerations
- Only administrators can delete insights.
- The Show Usage update to show Insights usage is available only in the simplified dimension editor.
- You can search for a member on the Insights dashboard and easily remove all insights that reference the member. Then you can delete the member.
Key Resources
- Administering Planning
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.
Strategic Workforce Planning Cloud 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 Strategic Workforce Planning Cloud 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 Strategic Workforce Planning Cloud and Redwood UX Design patterns are likewise targeted to be available within the Redwood theme only. In a future update (planned towards December 2023), Strategic Workforce Planning Cloud plans to support only the Redwood Experience theme. All non-Redwood themes are planned to be de-supported. Customers are advised to plan on shifting their user base to the Redwood Experience theme. All new implementations are recommended to be initiated with Redwood theme only.
More details are covered in this 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 Strategic Workforce Planning Cloud.
Upcoming Change to Look and Feel of Help Center Books and Tutorials
In a future update, Oracle Help Center books and tutorials will have a new look and feel with new colors, layout, and social media links.
Strategic Workforce Planning Plan for the User Variables Dimension Column to Honor the Alias Setting in User Preferences
In a future release, 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.
Strategic Workforce Planning Cloud Plan to Restrict the 0x1A Character and 0xA0 Character in Member Names, Aliases, and Attribute Names
Starting in 23.06, the 0x1A ASCII substitute character (zero-width space) and the 0xA0 Unicode character (no-break space) will no longer be allowed in member names, aliases, and attribute names.
Strategic Workforce Planning Cloud Plan to Transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM)
Strategic Workforce Planning Cloud environments on OCI (Gen 2) will transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM) domains in the coming months. For information on IAM, see Overview of Identity and Access Management.
After this transition, existing IDCS administration and My Profile functionalities will remain the same, but will be hosted on Oracle Cloud Console. The Oracle Cloud sign-in page will have an updated design to match the latest Oracle Cloud design guidelines.
Please see Schedule - Identity Domains to Existing OCI Tenancies for the estimated schedule for introducing OCI IAM identity domains to different OCI regions.
Enhanced Integration API and Drill Type UI Options in Data Management System Settings
In the System Settings option of Data Management, the Enhanced Integration API and Drill Type UI options have been removed from the list of options in this update.
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.
Deprecation of Calculation Manager Administrator Application Role
Oracle will deprecate the Calculation Manager Administrator application role in a monthly update in the near future.
The deprecation of this role does not affect the current access rights granted through application role assignments. If you have any concerns about this update, please open a service request that identifies your concerns.
Forms 2.0 and Dashboards 2.0
Within the next 6 months, Forms 2.0 and Dashboards 2.0 functionality will be available. Forms 2.0 and Dashboards 2.0 use Oracle JET technology for faster rendering, sophistication, ease of use, improved flexibility, better visualization, and additional designs. To work with Forms 2.0 and Dashboards 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.
Forms 2.0 features:
- Forms runtime-only improvements
- Usability improvements
- Better scalability and enhanced performance
- Greater consistency between Web forms and Smart View forms
- Easily switch from Forms 1.0 to Forms 2.0 and back using an application setting
Dashboards 2.0 enhancements:
- Introduces a new Grid chart type which renders Forms 2.0 inside Dashboards 2.0
- New URL and Commentary types of Dashboard objects
- Custom formatting of titles and support for background colors in URL, Commentary, and Grid objects
- New user interface for associating business rules
- Ability to display multiple Gauge, Pie, and Doughnut charts inside one Dashboard object
- New menu options for opening and editing forms directly from the Dashboard
- New Information icon for the Dashboard and all Dashboard objects
- Ability to easily convert 1.0 Dashboards to 2.0 individually and at the folder level on the Dashboards listing page
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.
Mandatory Steps Required to Make the Explore Repository Artifacts Accessible to Users
Prior to the July (22.07) update, Strategic Workforce Planning Cloud used the WORLD pre-seeded group to grant access to Explore Repository artifacts such as reports and folders. Starting with the July (22.07) update, the WORLD group was removed. If you previously used the WORLD group to grant access to repository artifacts, complete these steps to ensure that users can access Repository artifacts:
- Create a group in Access Control with all Strategic Workforce Planning Cloud users as its members.
- In Explore Repository, grant access privileges to the group you created in the preceding step.
For detailed steps, see Granting Access Permissions to Document Repository Users in Working with Financial Reporting for Oracle Enterprise Performance Management Cloud.
Task Manager Email Notification Settings
Starting in the April (22.04) update, the service changed the handling of Task Manager’s Email Notification settings during a migration. The target service’s Task Manager Email Notification settings were updated with the settings from the source service. If a customer wants to retain the target service’s Task Manager Notification settings, they can generate an LCM export with the notification settings from the target service, perform the source migration, then import the LCM file with the notification settings.
See LCM Export and LCM Import in REST API for Oracle Performance Management Cloud.
Data Maps with Mapping or Cross Applications
Data Maps with mapping or cross applications are not supported in this update. If the Data Map has mapping or is a cross-application, it needs to be attached to a form or included in the Groovy rule and run as a Smart Push.
Internet Explorer 11 End of Support and Smart View
Microsoft announced end of support of Internet Explorer 11 by June 15, 2022.
Do not uninstall Microsoft Internet Explorer, even after the end-of support date of June 15, 2022. Instead, you may securely disable Internet Explorer following Microsoft’s guidelines. In situations where the Internet Explorer browser would be called, the Edge browser will be launched instead.
Oracle Smart View for Office does not require the Internet Explorer browser specifically. However, Smart View depends on Windows components (for example, WinInet APIs) that may have dependencies on Internet Explorer. Microsoft recommends keeping Internet Explorer installed on the machine since uninstalling may cause other applications that are dependent on it to work incorrectly. Microsoft also recommends updating to the latest security patches as they become available.
For more information, Oracle Support Document 2877741.1 (Impact on Smart view with Microsoft decommissioning Internet Explorer 11 on June 15, 2022) can be found at: https://support.oracle.com/epmos/faces/DocumentDisplay?id=2877741.1.
Updated Smart View Browser Extension Required for Chrome and Edge
An updated Smart View browser extension for Google Chrome and Microsoft Edge is available. This extension is required for Oracle Smart View for Office to interact with supported browser-based Strategic Workforce Planning Cloud business processes in these ways:
- Starting in a form or ad hoc grid in Smart View, use drill-through to launch an application web page in a browser.
- Starting in a web application, launch a form or ad hoc grid in Smart View for Excel.
- Starting in a Task List in Smart View, opening a task in a browser.
This update is required only if your default browser is Chrome or Edge. If your default browser is Mozilla Firefox, then this update does not affect you.
The extension is available in the Chrome Web Store from either the Chrome or Edge browser. In the Chrome Web Store, search for "smart view" to locate the extension update. the version number is 22.200. Then follow the instructions for Google Chrome or Microsoft Edge in Installing Browser Add-ons in the Oracle Smart View for Office Installation and Configuration Guide.
Note that after January 1, 2023, the current browser extension will no longer work with Chrome or Edge. You must update your extension by that date in order to continue interactions between Smart View and browser-based business processes in Strategic Workforce Planning Cloud.
Office 365 Add-ins Command Change by Microsoft to Impact Buttons in Smart View (Mac and Browser)
To improve security in Office Add-ins, Microsoft Office 365 will be making changes to its ExecuteFunction add-in command from October 30, 2022. Since Smart View for Office (Mac and Browser) uses this command in its ribbon buttons and menus, some buttons may stop working from October 30. For example, buttons such as Undo, Redo, or Refresh on the Smart View and provider ribbons. This issue is resolved in the latest Smart View update of 22.11. As the changes are limited to server update, you are not required to create and deploy a new manifest file again for resolving this issue.
For more information on Microsoft’s announcement, see Announcing changes to Office Add-ins’ ExecuteFunction commands.
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)
Oracle Financial Reporting “Expand All” Feature Statement of Direction
Please refer to Statement of Direction for Oracle Financial Reporting “Expand All” feature:
Oracle Support Document 2920293.1 (EPM Cloud Financial Reporting: Expand All Feature Statement of Direction)