- Revision History
- Overview
- Feature Summary
- Enterprise Data Management
-
- Enterprise Data Management
- EPM Common
-
- Updates to the Getting Started with Oracle Enterprise Performance Management Cloud for Administrators Guide
- Updates to the Oracle Enterprise Performance Management Cloud Operations Guide
- Changes to Access Control Behavior
- Enhanced Error Messages for EPM REST APIs
- EPM Automate Updates
- REST API to Update Users
- REST API to Restore Backup - Parameter to Specify the Name of the Backup Snapshot
- REST API Common Helper Functions for Java, cURL, and Groovy
- Roles for REST APIs
-
- 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 | Product | Feature | Notes |
|---|---|---|---|
| 28 APR 2022 | 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 |
|
||
REST API to Restore Backup - Parameter to Specify the Name of the Backup Snapshot |
||||||
Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, May 6, 2022.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, May 20, 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, May 6, 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.
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.
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
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.
Updates to the Getting Started with Oracle Enterprise Performance Management Cloud for Administrators Guide
The Getting Started with Oracle Enterprise Performance Management Cloud for Administrators guide has been enhanced with instructions to change the name of OCI (Gen 2) EPM Cloud instances, which allows you to modify the instance name, and consequently, the URLs to access your environments.
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: Changing the instance name allows you to fix errors that you made while specifying the instance name during the EPM Cloud instance activation process.
Key Resources
- Changing the Name of an OCI (Gen 2) EPM Cloud Instance in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Updates to the Oracle Enterprise Performance Management Cloud Operations Guide
The Oracle Enterprise Performance Management Cloud Operations Guide has been updated with information on FastConnect Support for Classic and OCI (Gen 2) environments. Additionally, the "Requesting EPM Cloud Roadmap Information" topic has been updated with additional procedures on using Oracle Cloud Customer Connect to view tentative plans for future releases of EPM Cloud business processes.
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
Changes to Access Control Behavior
Access Control now allows Service Administrators to add and remove their own user accounts to and from groups. Previously, this was not allowed.
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 change removes the restriction that prevented Service Administrators from adding or removing their own group association.
Key Resources
- Assigning a User to Many Groups in Administering Access Control for Oracle Enterprise Performance Management Cloud
Enhanced Error Messages for EPM REST APIs
The error messages for EPM REST APIs have been enhanced to provide additional usability.
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 allows you to better understand and respond to error messages.
Key Resources
- Quick Reference in REST API for Oracle Enterprise Performance Management Cloud
Role Information
- Service Administrators
A new version of EPM Automate is now available. This update introduces the updateUsers and dismissIPMInsights commands. This update also contains changes to the addUserToGroups, addUsersToGroup, copyPOV, removeUserFromGroups, and removeUsersFromGroup commands. Additionally, the EPM Automate documentation has been updated with a Groovy script that can be used to automate the emailing of the Activity Report to specified users.
Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
updateUsers Command
This command modifies attributes such as email, first name, and last name of the Oracle Enterprise Performance Management Cloud users using the new values identified in an ANSI or UTF-8 encoded Comma Separated Value (CSV) file that was uploaded to the environment.
dismissIPMInsights Command
This command automates the dismissing of Intelligent Performance Management (IPM) Insight data before running new IPM Insight jobs. Dismissing data dismisses all open insights on which you do not plan to take action. This command is an alternative to manually dismissing the data using the IPM Insight dashboard.
Updates to addUsersToGroup and addUserToGroups Commands
These commands have been updated to allow the user running the command to be specified in the CSV file to be added to groups. This behavior was not permitted previously.
Updates to the copyPOV Command
This command has been updated with additional optional parameters to selectively copy data to the destination POV.
Updates to removeUserFromGroups and removeUsersFromGroup Commands
These commands have been updated to allow the user running the command to be specified in the CSV file to be removed from groups. This behavior was not permitted previously.
Groovy Script for Emailing the Activity Report
The Working with EPM Automate for Oracle Enterprise Performance Management Cloud guide now contains a Groovy script that can be used to automate the emailing of the Activity Report to specified users using server-side Groovy.
Business Benefit: The updateUsers command allows you to modify attributes of existing users without deleting and then adding them again. The dismissIPMInsights command allows you to automate the process of dismissing IPM Insights data on which you do not plan to take action, without using the IPM Insight dashboard..
Updates to the addUserToGroups, addUsersToGroup, removeUserFromGroups, and removeUsersFromGroup commands remove the restrictions that prevented the users running the command from adding or removing their own group association. Changes to the copyPOV command allows you to selectively copy selected data to the destination POV.
The new Groovy script included in the EPM Automate documentation helps automate the process of emailing the Activity Report to specified users without installing the EPM Automate client.
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
You can now use a REST API to update attributes such as email, first name, and last name of a batch of existing users in an identity domain using the new values identified in an ANSI or UTF-8 encoded comma-separated value (CSV) file that was uploaded to the environment. Before using this API, use the Upload REST API to upload the file.
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: Using REST APIs to automate the process of updating users allows you to modify attributes of existing users without deleting and then adding them again.
Key Resources
- Migration REST APIs in REST API for Oracle Enterprise Performance Management Cloud
Role Information
- Service Administrators
REST API to Restore Backup - Parameter to Specify the Name of the Backup Snapshot
In OCI (Gen 2) environments, when restoring backups with REST APIs, you can now use an optional targetName parameter to specify the name of the backup snapshot on the target environment.
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: Specifying the name of the backup snapshot helps you keep multiple backups on the environment with different names.
Key Resources
- Restore Backup - Only for OCI (Gen 2) Environments in REST API for Oracle Enterprise Performance Management Cloud
Role Information
- Service Administrators
REST API Common Helper Functions for Java, cURL, and Groovy
REST API Common Helper Functions for Java, cURL, and Groovy have been updated in Appendices B, C, and D of the REST API guide to reflect the enhancements delivered this month.
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: When using the Common Helper Functions, you will be synchronized with the new features.
Key Resources
- Common Helper Functions for Java in REST API for Oracle Enterprise Performance Management Cloud
- Common Helper Functions for cURL in REST API for Oracle Enterprise Performance Management Cloud
- Common Helper Functions for Groovy in REST API for Oracle Enterprise Performance Management Cloud
Role Information
- Service Administrators
The REST API documentation has been enhanced to show the roles required to use REST APIs.
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 helps you quickly determine which users have permissions for each REST API.
Key Resources
- Quick Reference 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
ENTERPRISE DATA MANAGEMENT
Top Node Filters for Subscriptions No Longer Apply to Delete Actions
Starting in 22.05, top node filters for subscriptions are no longer applied to Delete request actions in the source viewpoint. If a node matching a deleted source node is found in a target viewpoint, the node will be deleted from the target viewpoint regardless of where the node is located as part of a subscription request to ensure synchronization of existing nodes in both viewpoints.