May 2023 Update

Revision History

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
27 APR 2023			Created initial document.

Overview

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.

Feature Summary

Enterprise Data Management

Enterprise Data Management

Monthly Update Schedule

Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, May 5, 2023.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, May 19, 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, May 5, 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.

Helpful Information

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.

Oracle Cloud Readiness App

A new Readiness App is now available on the Oracle Cloud Application Update Readiness site. 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. 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 features from March 2018, 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.

EPM Common

OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Not Available Any Longer

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 EPM 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.

Oracle is 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 Wave 2 (February 2023 Migration Notification): The migration of application data and users from Classic to OCI environments and the DNS configuration change to route the existing Classic service URLs to OCI environments will occur in the 23.05 (May) monthly update. If you prefer not to have the migration take place in the 23.05  monthly update, please run the skipUpdate EPM Automate command to skip the 23.05 update.

• If your environments are included in Wave 3 (March 2023 Migration Notification), 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 your environments are included in Wave 4 (April 2023 Migration Notification), you will receive your OCI instances in the beginning of May 2023.

• If your environments are included in Wave 5,  you will be notified in the beginning of May 2023.

For Migration waves schedule information, see EPM Cloud Classic to OCI Migration Schedule in Oracle Enterprise Performance Management Cloud Operations Guide.

Oracle is no longer accepting any service request for customer-managed migration. If only some of your environments were migrated using Customer-Managed Migration, the remaining environments will be migrated using Oracle-Managed Migration.

NOTE: At this time, the environments hosted in US-Gov and UK-Gov data centers are not eligible for migration to OCI.

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: 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 EPM Cloud features that are not available in Classic EPM 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

New Translations Available for EPM Cloud Documentation

A new set of translated documentation is available for EPM Cloud.

Find the translated content for your business process by visiting the help center, going to your business process, and then clicking Translated Books.

Translations are available for these EPM Cloud business processes: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Tax Reporting, Enterprise Profitability and Cost Management, and Profitability and Cost Management.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Tax Reporting, Profitability and Cost Management.

Business Benefit: Translated documentation allows global teams to access valuable content across the organization.

Update to Documentation for EPM Cloud REST API Implementation Best Practices

You now have additional helpful information in the EPM Cloud REST API Implementation Best Practices topic. In addition to the current best practices in this topic, you now have access to REST API troubleshooting information.

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 information gives you quick access to troubleshooting information while you are working with the REST API.

Tips And Considerations

Use the Quick Reference to see all of the EPM REST APIs at a glance.

Key Resources

• Implementation Best Practices in REST API for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrators

New Look and Feel for Help Center Books and Tutorials

A new template for books and tutorials will be provided soon. The new template incorporates feedback from customers, follows industry standards, and adds new features. It continues to lead the way for features like an extensive search. The new template is built with Oracle JET, a modular open source toolkit based on modern JavaScript/TypeScript, CSS3 and HTML5 design and development principles.

Key features include:

• Simplified layout: Increased visual priority on the content area of the page
• Wider pages: If you have a wide screen, your content area will expand to fill more of your screen
• Visual design updates: Updated user interface consistent with Oracle's brand design
• New features: Several new features including social sharing, prominent buttons, and display of publication metadata

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 new template improves the help center user experience, simplifies the page layout, and expands the content area of books and tutorials.

Key Resources

• The new template is provided for books and tutorials on the EPM help center.

New Ways to Access the EPM Center of Excellence

To help you make the most of EPM Cloud, we've provided new ways to access the EPM Center of Excellence (CoE). You can now find a link to the CoE in EPM guides as well as on the EPM Help Center.

A CoE is a best practice for Cloud EPM. An EPM CoE is a unified effort to ensure adoption and best practices. It promotes the most effective use of Cloud EPM and helps you deliver better business results.

Learn more:

• Use the checklist to create an EPM CoE.
• Understand the benefits and value proposition of a CoE.
• Build your business strategy.

Business Benefit: A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.

Tips And Considerations

• Use the EPM CoE checklist to get started.

Key Resources

• 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 and Creating an EPM Center of Excellence
• Get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence

Integration with Custom SIEM Tools

The Getting Started Guide for Administrators now provides details on how you can satisfy the requirement of integration with SIEM (Security Information and Event Management) tool of your choice using Access Logs.

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: Integration with SIEM tool provides you access to your EPM Cloud environments in the SIEM analysis and filtering capabilities

Key Resources

• Integration with Custom SIEM Tools in Getting Started Guide for Administrators

Activity Report Now Includes Daily Maintenance Duration

The Activity Report now includes information about the duration of Daily Maintenance in your environment.

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: Customers can use this information to learn how long it takes for Daily Maintenance to run in their environment. This will help customers to schedule their jobs outside of the Daily Maintenance window.

Key Resources

• Interface Usage and Response Data in Getting Started Guide for 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

EPM 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 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. In a future update (planned towards December 2023), Oracle EPM 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 Cloud EPM.

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

EPM Cloud Plan to Transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM)

EPM 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.

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

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.

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

ENTERPRISE DATA MANAGEMENT

Query Request API No Longer Returns Workflow Information for Requests by Default

In a future release, when using the Query Requests API to retrieve summary information for requests, workflow information (such as request invitees, approvers, and commits) will no longer be returned by default for performance reasons. Instead, the option to return workflow information will be available via a parameter in the API.

Key Resources

• Query Requests in REST API for Oracle Enterprise Data Management Cloud Service