Oracle Tax Reporting
What's New
  1. May 2019 Update
  1. Revision History
  2. Oracle Tax Reporting Cloud, May 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
    1. Announcements
        1. Changing Performance Settings for the Data Source Dimension
        2. Enhanced Auditing for Task Manager
        3. Task Manager Reassignment Requests
        4. Task Manager Reminders for Due Dates
        5. Task Manager Integration Enhancements
        6. Importing and Exporting Teams and Users in Supplemental Data Manager
        7. Data Management: New Workflow Mode
        8. New Version of the EPM Automate Utility
        9. Removal of the Ability to Create New Composite Forms
        10. Ability to Define Whether Missing, Error, and Zero Values Are Plotted on Charts in Financial Reporting Web Studio
        11. New Planning Admin Extension with Each Monthly Update
        12. New Ad Hoc Behavior Configuration Option
        13. New Version of Oracle Smart View for Office
        14. Removal of Support for Transport Layer Security Protocol 1.0 and 1.1
        15. Approvals Process
    2. Upcoming Changes
        1. EPM Cloud's New Look and Feel
        2. Classic Dimension Editor
        3. Additional Updates to the Connections Interface
    3. Defects Fixed

May 2019 Update

Revision History

Date Feature Notes
25 APR 2019   Created initial document.

Oracle Tax Reporting Cloud, May Update

This document outlines the upcoming Oracle Tax Reporting Cloud update.

Monthly Update Schedule

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, May 3, 2019 and to your production environment on Friday, May 17, 2019, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on May 3, 2019. Some of the links to new feature documentation included in this 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

Describes how Administrators can tailor the interface to best suit different user and group activities using connections for seamless cross-business processes navigation, custom navigation flows that streamline workflow, and interactive infolets that place key data on the homepage.

Many customers want to know how to use the Enterprise Performance Management Help Center more effectively. This video shows you how to find answers quickly and easily using the Help Center.

Announcements

Changing Performance Settings for the Data Source Dimension

With the 19.05 release, by default, the Data Source dimension is configured as "Sparse" because that setting provides better performance.

Legacy applications, created prior to 19.05, will have the Data Source configured as "Dense". It is recommended that the Data Source dimension for legacy applications be reconfigured to "Sparse".

When the setting is changed, you need to perform a Database Refresh.

Key Resources

Enhanced Auditing for Task Manager

Administrators can now view the history of all Task Manager changes from the Audit card. For example, the Audit log now includes all changes in running schedules and details about deleted tasks, templates and other Task Manager objects or settings.

Key Resources

Task Manager Reassignment Requests

In Task Manager System Settings, Administrators can select the workflow users who can approve task reassignment requests. In addition to Administrators and Power Users, Users can now approve reassignment requests from their Worklist if the Administrator has granted them permissions.

Key Resources

Task Manager Reminders for Due Dates

When Administrators set up email notifications for Task Manager, they can also set the number of days before the due dates to send reminders.

Key Resources

Task Manager Integration Enhancements

New End User Task Types have been added for Task Manager Integrations.

For Oracle Financial Consolidation and Close Cloud:

  • Approvals
  • Manage Ownership

For Oracle Tax Reporting Cloud:

  • Approvals

For Oracle Planning and Budgeting Cloud:

  • Approvals
  • Manage Dimensions

Key Resources

Importing and Exporting Teams and Users in Supplemental Data Manager

Administrators and Power Users can perform a bulk update of teams and members, rather than having to update teams and members individually. In addition, from the Manage User page, you can export a list of users to a CSV file to obtain user information.

Key Resources

Data Management: New Workflow Mode

The new Workflow mode provides a scalable solution when processing large volumes of data. By default the data load process in Data Management is designed with a well-defined process flow that provides a full audit of the data load process as well as the ability to drill down and view data in Workbench. However, a full data flow may contribute to lengthy processing times due to archiving of data for audit purposes. There are many data load use cases that the audit is not required and performance is a key requirement.

The full data flow is the default mode for loading data. Data is loaded in the standard way between the staging tables, data can be viewed in Workbench, and drill down is supported.

A full (no archive) data flow loads data in the same manner as the full mode, but data is deleted from the staging tables at the end of the data load process. Data can be viewed in the Workbench only after the import step. No drill down is available with the full (no archive) mode. This method is useful when you want to review and validate the data during load process but auditing or drill down is not a requirement. This method does not provide performance improvement but limits space usage since data is not persisted for future reference.

The simple workflow mode limits data movement between the staging tables. No drill down is available and the data cannot be viewed in the Workbench. This method provides performance improvement and is useful when you do not require auditing or drill down.

Key Resources

New Version of the EPM Automate Utility

A new version of the EPM Automate Utility is available with this update. This version includes support for Mac OS and the ability to run multiple sessions of the utility from the same directory. This version also includes new commands (ApplicationAdminMode and SortMember) and updates to the replay command to support Lagtime parameter and to the ProvisionReport command, which now, by default, generates the simplified version of the Provisioning report instead of the classic version. You must install this version of the utility to use these enhancements.

  • Support for Mac OS

The EPM Automate Utility can now be installed on Mas OS computers.

  • Ability to run multiple instances of the utility from the same directory

The EPM Automate utility now supports the execution of multiple instances of the utility against an environment from the same directory. You can now 

  • Run multiple instances of the utility from the same directory
  • Execute the utility from separate directories

In both these scenarios, each instance of the utility works independently; logging out of one instance does not log you out of other instances.

  • New ApplicationAdminMode command

This command places the application in administration mode so that access to the application is limited to Service Administrators only. This command is useful to prevent users from working on the application when Service Administrators are performing administrative operations.

  • New sortMember command

This command sorts members of Entity, Account, Scenario, and Versions dimensions and of custom dimensions. This command is useful for sorting dimension members after loading members into Planning.

  • New lagTime parameter for replay command

lagTime, an optional parameter, allows you to set the number of seconds that the replay command should wait between the execution of each HAR file included in the replay file. Because user activities are not usually initiated simultaneously, setting this parameter helps to create a more realistic simulation of load on an environment.

  • The provisionReport command now produces a simplified version of the report by default

The provisionreport command now, by default, generates the simplified version of the Provisioning Report identical to the report that is displayed on the Provisioning Report tab of the Access Control screen. You can generate the classic version of the report, which lists the component roles that are subsumed into the pre-defined roles to which users are assigned and the application roles assigned to the user (directly or through groups), by using the format=classic parameter.

Key Resources

Removal of the Ability to Create New Composite Forms

As announced in previous readiness documents, starting with this update (Release 19.05), Oracle has removed the ability to create new composite forms (forms that comprise multiple simple forms). This change will be reflected in test environments starting May 03, 2019 and in production environments starting May 17, 2019. You can still edit and use existing composite forms. You can also migrate composite forms from other applications and supported on-premises versions of Planning applications and use them. However, you cannot create new composite forms in the service.

Oracle recommends all customers to shift their usage to dashboards instead of composite forms.

Ability to Define Whether Missing, Error, and Zero Values Are Plotted on Charts in Financial Reporting Web Studio

A new server setting, Chart Plotting Ignores Data Values allows you to define whether #MISSING, #ERROR and #ZERO values are plotted on charts.

Key Resources

  • Managing Server Settings in Designing with Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud

New Planning Admin Extension with Each Monthly Update

A new version of the Planning Admin Extension for Smart View is now provided with each monthly update of Oracle Planning and Budgeting Cloud, Oracle Enterprise Planning and Budgeting Cloud, Oracle Financial Close and Consolidation Cloud, and Oracle Tax Reporting Cloud.

The Planning Admin Extension version will always be in sync with the Oracle Planning and Budgeting Cloud version. Each month, the extension may or may not include customer- and internally-reported fixed defects. However, for consistency and interoperability with the EPM Cloud platform, and ease in troubleshooting issues, Oracle recommends that administrators download and install the latest Planning Admin Extension each month.

Key Resources

New Ad Hoc Behavior Configuration Option

With the  new application configuration option, Ad Hoc Behavior, Service Administrators can enable the following enhanced ad hoc features and behaviors in Smart View: in grid, cell-based POV, submit without refresh, additional free-form functionality, and multiple grid ad hoc.

To enable the Ad Hoc Behavior option, select the Navigator. In the Application group, select Settings, and then set the Ad Hoc Behavior option to Standard (the default is Native). These ad hoc features are then available to Smart View users:

  • In-grid, cell-based POV—POV members are placed on the grid instead of in the POV toolbar.
  • Submit without refresh—Using the default Submit Data button in the Smart View ribbon, all data cells in a single grid (modified cells and unchanged cells) are marked dirty and submitted. Once the submit operation is complete, the entire grid will be refreshed.
  • Enhanced free-form—Users can insert empty columns and rows anywhere in a grid and change the alias table. Additionally, supports member auto-refresh where deleted members are returned to the grid upon refresh.
  • Multiple-grid ad hoc—Multiple ad hoc grids can be placed on the same Excel worksheet. With multiple-grid ad hoc, users can submit data from any grid on the sheet. Grids based on aggregate storage cubes and block storage cubes are supported on the same sheet. Each grid is independent; for example, if required, you can change the alias table for only one grid on the sheet.

New Version of Oracle Smart View for Office

Oracle Smart View for Office 11.1.2.5.900 will be available in May 2019. This version includes new features and fixed defects.

New features include:

  • Enhanced ad hoc features, including cell-based POV, submit without refresh, additional free-form functionality support, and multiple-grid ad hoc.
  • New Extension Alert dialog to notify you of extension updates upon login.
  • Support for Microsoft Office 2019.
  • New Health Check option, Browser Emulation Mode, to ensure that browser-based screens, such as the Oracle Cloud login dialog, render properly.
  • Informational dialog showing the POV of the drill-through report launch point.

This release also fixes a number of defects.

The Smart View 11.1.2.5.900 Readme, available on the Help Center, will contain a complete list of features and defects addressed in this version. You must install this version to ensure access to the new functionalities.

Removal of Support for Transport Layer Security Protocol 1.0 and 1.1

As announced in previous readiness documents, starting with this update (Release 19.05) to EPM Services, Oracle will support 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, TLS 1.0 and TLS 1.1 will no longer be supported after your environments are updated on May 3, 2019.

NOTE: Support for TLS versions 1.0 and 1.1 will be removed for both your Test and Production environments on May 3, 2019.

Because most modern operating systems and browsers support TLS 1.2; users of such systems and browsers will not be affected by the deprecation of TLS 1.0 and 1.1. EPM Automate and Smart View are also not affected by this change.

After TLS 1.1 is deprecated,  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 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:

Approvals Process

OracleTax Reporting Cloud now provides an approval process and workflow. Administrators can manage the approvals process by creating an approval unit hierarchy or modifying the default approval unit hierarchy, setting up the promotional path, and reviewing status. Users can start, promote, reject, approve, and submit data through the promotional path set up for the approval unit hierarchy.

Key Resources

  • Managing the Approval Process in Administering Oracle Tax Reporting Cloud
  • Reviewing and Approving Data in Working with Oracle Tax Reporting Cloud

Upcoming Changes

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 and Budgeting Cloud

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

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

The revised interface retains existing functionality and enhances your Home page experience with a more responsive design. The Welcome panel and the global header readjust after resizing, which means less scrolling. Clearer announcements and notification areas are added to the Welcome panel, as are arrows to help you navigate easily between the Home page and your infolets. 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 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.

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.

Additional Updates to the Connections Interface

Starting with the June update, you will see a number of additional changes to the Connections interface.

  • On the Select Provider to Create Connection page, all Enterprise Performance Management service providers will be grouped into a single service provider called Oracle Enterprise Performance Management Cloud.
  • On the Connection Details page, based on the URL provided, Application Type will be automatically identified and displayed.

  • On the Manage Connections page, the name and description will be grouped together under one column called Name, and the application type and provider will be grouped together under one column called Application.

Defects Fixed

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