This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 24 MAR 2022 | Created initial document. |
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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.
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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. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
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Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, April 1, 2022.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, April 15, 2022.
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 1, 2022.
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 will be posted to My Oracle Support.
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 take our quick survey or 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.
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 EPM Cloud on YouTube, Twitter, Facebook, and LinkedIn.
These are great resources for the latest updates and information about EPM Cloud.
A new version of EPM Automate is now available. This version introduces these new commands: exportAccessControl, exportARApplicationProperties, exportTaskManagerAccessControl, importARApplicationProperties, listBackups, and restoreBackup. Additionally, this version contains changes to the replay command. Further, this version of EPM Automate has been enhanced to run most commands through Groovy scripts.
Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
exportAccessControl Command
Exports user details report, which contains information on the users who have predefined roles in the environment and lists attributes of each user (such as name and email) as well as information on their access (such as assignment to Groups, Teams, and Organizations), to a CSV or XLS file. 
Sample Access Control Report Output
exportARApplicationProperties Command
Exports Account Reconciliation application settings (related to Redwood Experience, theme, email notification, and business process name), background image, and logo image to a JSON file so that you can import them into the same or another environment. This command is useful when you import an application from production to test environments. If your application settings are different in production and test environments, you can export them from the test environment before importing the application from the production environment, and then import the settings in to the test environment to maintain the original settings.
exportTaskManagerAccessControl Command
Exports the user details report for Task Manager, Supplemental Data, and Enterprise Journal user assignments in Financial Consolidation and Close and Tax Reporting. The report contains information on the users who have predefined roles in the environment and lists attributes of each user (such as name and email) as well as their status, teams, predefined roles, workflow roles, organizations, groups, and last login timestamps, to an Excel or CSV file.
Sample Task Manager Access Control Report
importARApplicationProperties Command
Imports application settings (Redwood Experience, theme, email notification, and business process name), logo, and background images available in an export JSON file into an Account Reconciliation environment.
listBackups Command
Lists OCI (Gen 2) environment backup snapshots available in Oracle Object Storage to determine if a specific backup is available so that you can archive it or use it to restore the current environment by yourself. This command does not work in Classic Oracle Enterprise Performance Management Cloud environments.
restoreBackup Command
Copies an available backup snapshot from Oracle Object Storage to the current environment so that it is available for import into the environment or to archive to a local computer. This command works only in OCI (Gen 2) EPM Cloud environments.
Updates to the replay Command
This command has been updated to replay REST API or EPM Automate activities, in addition to Smart View activities, on all environments to enable performance testing under heavy load to verify that user experience is acceptable when the service is under specified load.
Business Benefit: The exportARApplicationProperties and importARApplicationProperties commands help you clone application properties and custom settings related to Redwood Experience, theme, email notification, business process name, background image, and logo from an Account Reconciliation environment to the same or another environment. These commands are useful when you import an application from production to test environments. If your application settings are different in production and test environments, you can export them from the test environment before importing the application from the production environment, and then import the settings in to the test environment to maintain the original settings.
The exportAccessControl (Account Reconciliation) and exportTaskManagerAccessControl (Financial Consolidation and Tax Reporting) commands help you generate Excel or CSV formatted audit reports containing detailed information of users that combine information usually available in many EPM Cloud reports.
The listBackups and restoreBackup commands help you retrieve specific maintenance snapshots of OCI (Gen 2) environments available in Oracle Object Storage to the current environment as a self-service operation to restore it or to archive the snapshot. Self-service restoration of the environment saves you processing time because you no longer have to create a service request to copy an available backup to an OCI (Gen 2) environment.
Changes to the replay command now help you stress test all EPM Cloud environments.
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
Updates to the Oracle Enterprise Performance Management Cloud Operations Guide
The Oracle Enterprise Performance Management Cloud Operations Guide has been updated with a detailed checklist for enrolling in the Implementation Success Program for Financial Consolidation and Close. It also contains updated information on outbound IP Addresses of Oracle Cloud data centers to help you troubleshoot issues with the following operations when the target environment has IP allowlist enabled but does not have the outbound IP address of the data center where the source environment is located: cloning environments using the Clone Environment screen and cloneEnvironment EPM Automate command, copying a snapshot from an instance using the copysnapshotfrominstance EPM Automate command and the Copy Application Snapshot REST API, creating or using Navigation Flows, and configuring ERP Integration.
Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Business Benefit: Information in the EPM Cloud Operations Guide helps you troubleshoot issues and report issues and requests to Oracle.
Key Resources
REST APIs to List Backups and Restore a Backup
In OCI (Gen 2) environments, you can now use the List Backup API to list available backup snapshots archived by Oracle in Oracle Object Storage.
If a backup snapshot is available, you can copy it to the current environment using the Restore Backup API. After copying the backup, you can archive it or use it to restore the current environment by yourself.
Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Business Benefit: This provides a self-service method to restore or archive a backup snapshot in OCI environments. You no longer have to create a service request to copy an available backup to an OCI environment.
Key Resources
- Migration REST APIs in REST API for Oracle Enterprise Performance Management Cloud
Role Information
- Service Administrators
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.
EPM COMMON
Loaner Program for Cloud Infrastructure Generation 2 Testing and OCI Migration Assistance Early Adopter Program
Oracle EPM Cloud is now live on Oracle Cloud Infrastructure (OCI) Gen 2 environments. If you are interested in testing your application performance on an OCI environment, open a service request following the process at https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/tsepm/op_procs_loaner_envs.html and request for a loaner environment in an OCI data center for a duration of 30 days with the business justification as “Want to test application performance in an OCI Gen 2 data center”.
After you have performed the testing, submit Provide Feedback from the loaner environment. Create a service request using the normal support process, if you have any issues or feedback for the OCI environment. For more information, see What is a Gen 2 Cloud?
Additionally, Oracle has instituted a program to assist a limited number of early adopters on Oracle Cloud Classic to migrate to OCI. For more information, see Oracle Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration Assistance Program for Early Adopters.
Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting