- Revision History
- Overview
- Feature Summary
- Enterprise Data Management
-
- Enterprise Data Management
- EPM Cloud Platform
- Features
-
- Announcements
- Attach Subscription Request Files to Email Notifications
- CurrentProperty Object for Derived Properties in Expressions
- Data Chain Filter for Viewpoint Extracts Report
- Email and Hyperlink Subtypes for String Properties
- Extract Packages
- Financials Cloud General Ledger Integration Tasks Limited to Specific Trees and Tree Versions
- Home Page Layouts
- Identify Node Parent in Compare Results List
- Include Related Requests Option for Transaction History
- Inspect and Promote from Viewpoint Queries List
- IsValueAllowed Method for Node Data Type Properties in Expressions
- Manage Property Settings for Viewpoints Using Files
- New Video
- Ownership Approvals
- Parent Transformation in Node Type Converters
- Policy Listing Report
- Public Extracts for Integration Only
- Repair Request Items in a Request
- Rest API to Delete a Request
- Run Selected Validations for Nodes in a Viewpoint
- Subfolder for Oracle Object Storage Connections and Extracts
- Test Expressions in the Expression Builder
- User Subtype for Node Data Type Properties
- Users Application Type
-
- 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 |
|---|---|---|---|
| 20 DEC 2023 | EPM Cloud Platform | TLS 1.3 Support Available for EPM Cloud OCI Environments | Removed feature. |
| 22 NOV 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 |
|
||
New REST API Parameter to List Identity Domain Administrators in the Role Assignment Report |
||||||
List Identity Domain Administrators in the Role Assignment Report |
||||||
CurrentProperty Object for Derived Properties in Expressions |
||||||
Financials Cloud General Ledger Integration Tasks Limited to Specific Trees and Tree Versions |
||||||
IsValueAllowed Method for Node Data Type Properties in Expressions |
||||||
Subfolder for Oracle Object Storage Connections and Extracts |
||||||
Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, December 1, 2023.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, December 15, 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, December 1, 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:
- Visit the EPM Center of Excellence web page to learn about the benefits.
- Watch the webinars on Cloud Customer Connect: Creating and Running a Center of Excellence (CoE) for EPM Cloud and Planning Your Success with EPM Center of Excellence.
- 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
Join Oracle Cloud Customer Connect
Please take a moment to join Cloud Customer Connect and its EPM Cloud forums. Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. It's where you will find the latest release information, discussion forums, upcoming events, and answers to use-case questions. Joining takes just a few minutes. Join now!
To join, go to https://community.oracle.com/customerconnect/ and select Register in the upper right.
After you have joined and logged in, to access the forums (Categories), from the Cloud Customer Connect home page, select Categories, then Enterprise Resource Planning, and then make your selection under Enterprise Performance Management.
To ensure that you are always in the know, confirm that you have your notification preferences set for EPM Announcements as well as each Category you're following.
- To set notification preferences for EPM Announcements, go to Categories, then Announcements, and then Enterprise Performance Management. Next, select the Notification preferences drop down.
- To set notification preferences for each Category, navigate to the Category page and select the Notification preferences drop down. You must go to each category page separately and select the Notification preferences drop down.
NOTE: The Settings and Actions menu 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.
TIP: Bookmark the Enterprise Performance Management Resource Center to quickly find useful information on all things EPM. As a community member, you have access to important product announcements, best practices, known issues, training highlights, and more.
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.
Use the Readiness App available on the Oracle Cloud Application Update Readiness site to review information about features released for Oracle Cloud. The app provides an .xlsx file listing all features released for one or more Cloud product(s), module(s) and update(s) that you designate. The EPM Cloud Features tool will not be updated beginning in this update.
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 Readiness App includes features from Oct 2021 and later. The EPM Cloud Features tool includes EPM features from March 2018 through June 2, 2023 only.
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.
New REST API Parameter to List Identity Domain Administrators in the Role Assignment Report
"User Type" is now available as a parameter in the Role Assignment Report REST API. Using this option, you can generate a Role Assignment Report that lists all users who have the Identity Domain Administrator role, which allows them to create and manage EPM Cloud users.
Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Business Benefit: The "User Type" parameter helps you to identify all Identity Domain Administrators in your environment.
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
- Role Assignment Report in REST API for Oracle Enterprise Performance Management Cloud
Access Requirements
- Service Administrators
List Identity Domain Administrators in the Role Assignment Report
Starting with this update, the roleAssignmentReport EPM Automate command supports the userType=IDAdmins option. Using this option, you can generate a Role Assignment Report that lists all users who have the Identity Domain Administrator role, which allows them to create and manage EPM Cloud users.
Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Business Benefit: This new option to the roleAssignmentReport command helps you identify all Identity Domain Administrators of your environment.
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud
Maximum Skip Update Period Extended to Three Update Cycles
Starting with this update, you can use the skipUpdate EPM Automate command to skip the applying of monthly updates to an environment for a maximum of three consecutive cycles. Previously, you were permitted to skip only two consecutive update cycles.
Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Business Benefit: Increasing the number of skippable consecutive update cycles help you implement a quarterly test and update cadence for your environments.
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud
Service administrators can create announcements to make users aware of present or future activities occurring in the system. Users can view announcements from the welcome panel on the Enterprise Data Management home page. Announcements are defined in rich text format, may include links to other web resources, and can be effective dated if necessary.
Business Benefit: Users can be notified of administrative activities which may affect system availability, result in changes to behavior, limit access to data, or restrict actions they can perform.
Key Resources
- Creating, Editing, and Deleting Announcements in Administering and Working with Oracle Enterprise Data Management Cloud
Attach Subscription Request Files to Email Notifications
Request files used to generate request items in subscription requests can be optionally included in email notifications which are sent to users whom the requests are assigned to. These files provide the recipient with a preview of the changes included in the subscription request and any changes which may have been skipped. A system setting is available to enable this functionality for all subscription request notifications.
Business Benefit: Subscription request assignees can gain visibility to changes and potential issues in an offline manner at the time of notification.
Key Resources
- Configuring System Settings in Administering and Working with Oracle Enterprise Data Management Cloud
CurrentProperty Object for Derived Properties in Expressions
A CurrentProperty object is available in expressions for derived properties to provide access to property metadata such as the Name and Description of a property. This allows the value of a derived property to be derived from one or both of these property parameters.
Business Benefit: Derived property values can be based on the name or description of the properties. For example, properties created for different hierarchy levels (Ancestor1, Ancestor2) can capture the level information from the name of the property rather than needing to specify a literal value in the expression.
Key Resources
- CurrentProperty in Administering and Working with Oracle Enterprise Data Management Cloud
Data Chain Filter for Viewpoint Extracts Report
A Data Chain filter is available on the Viewpoint Extracts report to reduce the list of displayed extracts to those for a specific application or dimension. This filter can be used by itself or in conjunction with other report filters.
Business Benefit: The Data Chain filter enables users who have access to many extracts, or who are unsure of which viewpoints are used by certain extracts, to easily find the extracts they are looking for.
Key Resources
-
Viewpoint Extracts Report in Administering and Working with Oracle Enterprise Data Management Cloud
Email and Hyperlink Subtypes for String Properties
String data type properties can be configured with the Email or Hyperlink subtype to apply formatting restrictions to property values consisting of email addresses or URLs. Hyperlink property values are rendered as links in the Properties pane of an opened view to enable users to navigate to their associated web resources. Email and hyperlink property values can be inherited, derived, validated, and audited like any other string property.
Business Benefit: This feature enables email addresses and hyperlink property values to be managed for nodes in dimensions of one or more applications.
Key Resources
- List and String Data Type Parameters in Administering and Working with Oracle Enterprise Data Management Cloud
Extract packages allow for multiple extracts from the same application to be grouped and run together in a single operation. Extract package files are bundled into a zip file for easy download or transfer to a global connection destination. The output from extracts in a package can be optionally combined into the same text file if desired. Owners and Metadata Managers for a dimension can create and manage extract packages in the Application inspector. Users with Data Manager or greater permission can run extract packages from the Extract screen on the Applications page.
Business Benefit: Users with Data Manager permission can run multiple extracts together as a group, combine their output, and download their files in an easier manner.
Key Resources
- Working with Extract Packages in Administering and Working with Oracle Enterprise Data Management Cloud
Financials Cloud General Ledger Integration Tasks Limited to Specific Trees and Tree Versions
Integration tasks executed in Oracle Financials Cloud General Ledger are now limited to only trees and tree versions exported from Enterprise Data Management. This restriction is applied to the Process Segment Values and Hierarchies task and the Publish Hierarchies to Cube task when these export options are enabled for dimensions in Enterprise Data Management.
Business Benefit: The processing time for downstream integration tasks in Oracle Financials Cloud General Ledger can be reduced in situations where only a subset of trees and tree versions for a given value set are being synchronized from Enterprise Data Management.
Key Resources
- Managing Export Options in Administering and Working with Oracle Enterprise Data Management Cloud
Home page layouts provide the ability to customize the display of cards and clusters on the Enterprise Data Management home page and in the Navigator menu. The default layout includes an Information Model cluster which groups the Node Types, Hierarchy Sets, Node Sets, Properties, and Lookup Sets cards together. Service administrators can modify the default layout or copy an existing layout. Custom layouts can be restricted to a specific user group or role.
Business Benefit: The display of cards and clusters can be tailored to only those needed by specific users to improve their efficiency and reduce training required.
Key Resources
- Working with Home Page Layouts in Administering and Working with Oracle Enterprise Data Management Cloud
Identify Node Parent in Compare Results List
The Compare Viewpoints pane now includes parent information for compare results displayed in the list. This allows users to identify the parent of each compare result without having to select it and navigate to the node in the viewpoint. Parent information is only displayed for compare results from a hierarchy viewpoint.
Business Benefit: When comparing hierarchy viewpoints which use shared nodes, being able to view parent information from the compare results list enables users to determine which hierarchy branches have differences at a summary level.
Key Resources
- Running Viewpoint Comparisons in Administering and Working with Oracle Enterprise Data Management Cloud
Include Related Requests Option for Transaction History
When auditing transactions for a particular request, you can include transactions for all requests in the same lineage as specified request. An Include Related Requests option is available for the Request ID filter on Audit Transaction History screen to retrieve these related transactions. For subscription request transactions, the Source Request column in the transaction history table identifies the original request that produced the subscription request.
Business Benefit: In situations where changes in a source viewpoint are synchronized to several target viewpoints using subscriptions, all of the transactions resulting from the original request can be audited together.
Key Resources
- Auditing Transaction History in Administering and Working with Oracle Enterprise Data Management Cloud
Inspect and Promote from Viewpoint Queries List
The list of saved queries for a viewpoint in an opened view now provides the ability to directly inspect or promote a query. In previous releases, you could only inspect a query once it was selected and only promote a private query to public from the viewpoint inspector.
Business Benefit: Saved query details such as the name, description, or code can be easily modified for one or more queries in a view. Private queries can also be promoted after creation in a quicker manner.
Key Resources
- Working with Saved Viewpoint Queries in Administering and Working with Oracle Enterprise Data Management Cloud
IsValueAllowed Method for Node Data Type Properties in Expressions
An IsValueAllowed method is available for derived property expressions to determine whether a specified value exists in the associated node set and allowed node type(s) for a Node data type property. This method can be used to conditionally return a different derived value in cases where an initial value is not allowed for the property.
Business Benefit: Derived Node data type properties can now take into consideration whether a certain value is allowed to prevent returning an invalid value which may prohibit a request from being submitted.
Key Resources
- CurrentProperty in Administering and Working with Oracle Enterprise Data Management Cloud
Manage Property Settings for Viewpoints Using Files
The settings and order of viewpoint properties can be loaded from an Excel file rather than needing to be manually configured in the user interface. Viewpoint property settings can also be downloaded to a file for reference purposes or to use as a starting point for making changes.
Business Benefit: In cases where a viewpoint has a large number of properties, it is more efficient to configure property settings and order properties by loading them from a file.
Key Resources
- Downloading and Uploading Properties for a Viewpoint in Administering and Working with Oracle Enterprise Data Management Cloud
A new video is available:
In this video, you learn how to use Viewpoint Loads to load data into viewpoints. You also learn the differences between Viewpoint Load and Import.
Business Benefit: Videos provide 3-5 minute overviews and step-by step instructions to perform tasks and achieve an outcome.
Approval policies can be configured with the Ownership approval method to invite approvers based on an ownership property defined for nodes in a viewpoint. The ownership property identifies the user who is responsible for approving a particular node. The users for ownership properties are chosen from a Users application and can be defined, inherited, or derived. A node can have multiple ownership properties to allow for more than one approver. Ownership property values can be manually maintained or loaded from a file and are secured and audited like any other node property.
Business Benefit: For viewpoints whose nodes have several different approvers, assigning approval responsibility at the node level can greatly reduce the complexity of conditional policy filters and/or the number of policies required.
Key Resources
- Understanding Ownership Approvals in Administering and Working with Oracle Enterprise Data Management Cloud
Parent Transformation in Node Type Converters
Node type converters now offer the ability to transform the parent of a source node separately from the node name. The parent transformation runs on the source parent and is also used for the old parent in cases where the source node was moved to a different parent. Parent transformations can be used for children or descendants of nodes which are manually inserted across viewpoints, when creating request items from compare results, and when generating subscription request items.
Business Benefit: Transformations can be applied to source parent values using a separate expression instead of requiring conditional logic in the transform for the node name.
Key Resources
- Working with Node Type Converters in Administering and Working with Oracle Enterprise Data Management Cloud
A Policy Listing report provides a complete collection of workflow policies for all applications, dimensions, node types and hierarchy sets to easily identify which policies have been defined. Polices can be filtered by policy type, level, method, and user/group. You can inspect a policy from the report to view more details or make changes to the policy. Invalid policies are flagged in the report so they can be modified or disabled accordingly.
Business Benefit: Policy details are accessible in a report format across multiple applications, dimensions, node types, and hierarchy sets instead of individually in the Policy inspector.
Key Resources
- Permissions and Policies Reports in Administering and Working with Oracle Enterprise Data Management Cloud
Public Extracts for Integration Only
Public extracts can be configured with an Integration Only parameter to designate them for system integration purposes. Integration Only extracts may be run from the Applications page in the user interface as well as EPM Automate and the REST API. Extracts configured for integration only are hidden from the Viewpoint Extracts report on the Reports page.
Business Benefit: Public extracts used for system integration are not visible to business users who run extracts in the user interface.
Key Resources
- Editing Extracts in Administering and Working with Oracle Enterprise Data Management Cloud
Repair Request Items in a Request
When separate subscription requests are generated for different viewpoints in a dimension, the same node may be added to multiple viewpoints which can result in a "node already exists" validation issue once one of the requests has completed. A Repair operation can be used for the other requests to resolve the validation issue by converting the Add action to an Insert action. All request items in a request which have this validation issue can be resolved in a single Repair operation.
Business Benefit: Users who encounter validation errors due to race conditions for multiple subscriptions can easily resolve those issues without the need to delete and recreate the request items in the subscription request.
Key Resources
- Repairing a Request in Administering and Working with Oracle Enterprise Data Management Cloud
A REST API endpoint is available to delete a specified request. This endpoint can be used to eliminate draft, pushed back, or recalled requests in the Submit stage which are no longer necessary.
Business Benefit: Over time there can be a large number of requests which were never submitted or have become obsolete. An automated process can be used to query for those requests and delete them from an Enterprise Data Management environment.
Tips And Considerations
- Delete a Request in REST API for Oracle Enterprise Data Management Cloud Service
Run Selected Validations for Nodes in a Viewpoint
When validating nodes in a viewpoint, you can select specific validations and constraints to run, or certain properties you want to validate. Validations can also be run for all nodes, a selected node and its descendants, or an individual selected node.
Business Benefit: Running selected validations for a limited set of nodes can greatly reduce the number of results returned and the processing time required.
Key Resources
- Validating a Viewpoint in Administering and Working with Oracle Enterprise Data Management Cloud
Subfolder for Oracle Object Storage Connections and Extracts
Global connections for Oracle Object Storage provide a Subfolder parameter to enable extracts to write files to a subfolder in an Object Storage bucket. The Subfolder parameter can be overridden for individual extracts which need to write files to different subfolders. When writing to an Object Storage bucket, an extract will create the specified subfolder if it does not already exist.
Business Benefit: Extract files which are sent to an Oracle Object Storage bucket can be organized into subfolders when necessary.
Key Resources
- Creating Global Connections in Administering and Working with Oracle Enterprise Data Management Cloud
Test Expressions in the Expression Builder
Expressions can be evaluated in the expression builder while being authored to ensure their logic works as expected. A Test Expression drawer is available in the expression builder where a viewpoint and node can be selected for evaluation. Expressions can be tested for any context including derived properties, calculated parents, property transformations, custom validations, policy filters, subscription filters, and extract filters. For expressions which can use the Request object, you can select an active request to use for evaluating the expression.
Business Benefit: Users with Owner or Metadata Manager permissions can test expressions at design time rather than run time resulting in a quicker setup and reduced cost of implementation.
Key Resources
- Testing Expressions in Administering and Working with Oracle Enterprise Data Management Cloud
User Subtype for Node Data Type Properties
A User subtype is available for Node data type properties to associate nodes from a Users application to nodes in another application. This enables users to be assigned to nodes in viewpoints using one or more properties. Properties with the User subtype can be used in conjunction with approval policies using the Ownership approval method as well as other scenarios where a user-to-node relationship is required.
Business Benefit: Users can be directly related to nodes in viewpoints of one or more applications where necessary. For example, the Preparer and Reviewer properties for profiles in Oracle EPM Cloud Account Reconciliation applications.
Key Resources
- Node Data Type Parameters in Administering and Working with Oracle Enterprise Data Management Cloud
A new application type is available to manage a common set of enterprise users who can be associated with nodes of other applications in Enterprise Data Management. A Users application includes the User and User Rollup node type classes which provide a predefined set of properties to manage basic user attributes and allow for users to be organized into one or more hierarchies. Nodes in a Users application can be directly referenced by any other application, do not need to be synchronized using subscriptions, and are excluded from the record count.
Business Benefit: Enterprise users can be organized into one or more viewpoints and cross-referenced by multiple applications and dimensions resulting in improved maintenance and less configuration.
Key Resources
- Working with Users Applications in Administering and Working with Oracle Enterprise Data Management Cloud
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.
This update includes Important Actions and Considerations for:
- EPM Cloud Platform
EPM CLOUD PLATFORM
New IP Allowlists and Changes to Current Allowlists to Take Effect only After the Next Daily Maintenance
Because of a planned change to the back-end servers in an upcoming update, changes made to the current IP allowlist settings and new allowlists configured for your service will become active only after the next daily maintenance window is complete. To activate these updates immediately, you can use the runDailyMaintenance EPM Automate command to trigger a daily maintenance of the service.
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 Cloud EPM 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 Cloud EPM and Redwood UX Design patterns are likewise targeted to be available within the Redwood theme only. Customers are encouraged to deploy their applications using Redwood theme only.
Customers are encouraged to watch the 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 Cloud EPM.
Effective during the first quarter of 2024 (subject to change, safe harbor applies), the Redwood Experience will offer a default Oracle theme and these two additional appearance options: Custom Light and Custom Dark. Appearances of all EPM Cloud environments that currently use the Redwood Experience will automatically be shifted to either the default Oracle theme or the Custom Dark theme based on currently deployed background appearance of these environments.
Environments that have not deployed Redwood Experience will not currently be impacted by this change. In an update planned for the second quarter of 2024, Oracle will automatically migrate these environments to use the Redwood Experience.
Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM)
EPM Cloud environments on OCI (Gen 2) are transitioning from Identity Cloud Service (IDCS) to Identity and Access Management (IAM) domains. For information on IAM, see Overview of Identity and Access Management.
After this transition, existing IDCS administration and My Profile functionalities remain the same, but are hosted on Oracle Cloud Console. The Oracle Cloud sign-in page has an updated design to match the latest Oracle Cloud design guidelines. To learn more on what to expect with this transition, see Introducing OCI IAM Identity Domains: What customers need to know.
Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting