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 |
|---|---|---|---|
| 05 OCT 2023 | IMPORTANT Actions and Considerations | New Parameter on Transition Request API |
Updated document. Added consideration. |
| 28 SEP 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 |
|
||
Allow Connections from Specific Countries Only to OCI (Gen 2) Environments |
||||||
Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, October 6, 2023.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, October 20, 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, October 6, 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.
Oracle Cloud Infrastructure Migration
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 will migrate all Classic Commercial environments to OCI by the end of 2023 using monthly migration waves.
Oracle has sent notifications for Oracle-managed migrations specifying the migration schedule. By now, you must have received notifications for all Classic Commercial environments that were not scheduled for migration in earlier waves or migrated through the Customer-Managed Migration option. Follow the instructions in the notification. For Migration waves schedule information, see EPM Cloud Classic to OCI Migration Schedule in the Oracle Enterprise Performance Management Cloud Operations Guide.
For customers whose environments were included in Wave 7 (July 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 23.10 (October) monthly update. If you prefer not to have the migration take place in the 23.10 monthly update, please skip the 23.10 update using the skipUpdate EPM Automate command, the Skip Updates REST API or a service request to Oracle .
- All Classic environments in the Amsterdam (EM2) Data Center must be migrated by the 23.10 monthly update. If your environment in the Amsterdam Data Center is on a one-off patch not merged in 23.10, the cloning from this Classic environment to OCI environment will still occur during the 23.10 update. Similarly, If you are skipping the 23.10 monthly update on a Classic environment in the Amsterdam Data Center using the skipUpdate EPM Automate command, the Skip Updates REST API or a service request to Oracle, the cloning from the Classic environment to the OCI environment will still occur during the 23.10 update.
- If your environments are included in Wave 8 (August 2023 Migration Notification), you must already have received your OCI environments. 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
Oracle is no longer accepting any service request for Customer-Managed Migration, and expects all Customer-Managed Migrations to finish by these deadlines:
- Amsterdam (EM2) Data Center: Finish migration by the end of October 2023. Oracle will terminate Classic environments in the Amsterdam (EM2) Data Center in November 2023.
- All other data centers: Finish migration by the end of November 2023. Oracle will terminate Classic environments in other data centers in December 2023.
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
Allow Connections from Specific Countries Only to OCI (Gen 2) Environments
You can now request Oracle to allow connections originating from specific countries only to OCI (Gen 2) environments. After this request is implemented, any connection attempt originating from any other country will be blocked.
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 feature allows you to block connection attempts originating from unwanted countries.
Steps to Enable
See Requesting to Allow Only Connections Originating in Specific Countries to OCI (Gen 2) Environments in Oracle Enterprise Performance Management Cloud Operations Guide
Key Resources
- Allow Connections from Specific Countries Only to OCI (Gen 2) Environments in Getting Started Guide for Administrators
Change in Sender Email Address on OCI (Gen 2) Environments
Starting with this update, the sender email address for the emails sent from OCI (Gen 2) environments will be changed to no.reply@epm.oraclecloud.com.
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 change helps with the future support of other OCI realms. For example, the sender email address for OC2 realm will be different.
Key Resources
- Default EPM Cloud Email Address in Getting Started Guide for Administrators
- OCI (Gen 2) Geographical Regions and Identifiers in Oracle Enterprise Performance Management Cloud Operations Guide
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
- Enterprise Data Management
EPM CLOUD PLATFORM
Change in Application Role Names
In a future update, Oracle will rename some application roles to align role names across business processes. The following application role name changes will be made:
| Current Application Role Name | Proposed Application Role Name |
|---|---|
| Access Control Manager |
Access Control - Manage |
| Ad Hoc Grid Creator |
Ad Hoc - Create |
| Ad Hoc Read Only User |
Ad Hoc - Read Only User |
| Ad Hoc User |
Ad Hoc - User |
| Manage Alert Types |
Alert Types - Manage |
| Announcements? Manage |
Announcements - Manage |
| Manage Announcements |
Announcements - Manage |
| Application Creator |
Application - Create |
| Mass Allocation |
Application - Mass Allocate |
| Approvals Administrator |
Approvals - Administer |
| Approvals Ownership Assigner |
Approvals - Assign Ownerships |
| Approvals Process Designer |
Approvals - Design Process |
| Approvals Supervisor |
Approvals - Supervise |
| Auditor |
Audit |
| View Audit |
Audit - View |
| Run Calculation |
Calculation - Run |
| Delete Calculation History |
Calculation History - Delete |
| View Calculation History |
Calculation History - View |
| Consolidation Journals - Approve |
Consolidation Journals - Approve |
| Consolidation Journals - Auto-Post after Approval |
Consolidation Journals - Auto-Post after Approval |
| Consolidation Journals - Create |
Consolidation Journals - Create |
| Consolidation Journals - Manage Periods |
Consolidation Journals - Manage Periods |
| Consolidation Journals - Post |
Consolidation Journals - Post |
| Consolidation Journals - Submit |
Consolidation Journals - Submit |
| Consolidation Journals - Un-Post |
Consolidation Journals - Un-Post |
| Reconciliation Manage Currencies |
Currencies - Manage |
| Data Integration Administrator |
Data Integration - Administrator |
| Create Integration |
Data Integration - Create |
| Drill Through |
Data Integration - Drill Through |
| Run Integration |
Data Integration - Run |
| Manage Data Loads |
Data Loads - Manage |
| Documents - Manage |
Documents - Manage |
| Reconciliation View Jobs |
Jobs - View |
| Migration Administrator |
Migrations - Administer |
| Create Model |
Model - Create |
| Delete Model |
Model - Delete |
| View Model |
Model - View |
| Task Manager - Manage Dashboards |
Operational Dashboards - Manage |
| Task Manager - Manage Reports |
Operational Reports - Manage |
| Manage Organizations |
Organizations - Manage |
| Manage Periods |
Periods - Manage |
| View Periods |
Periods - View |
| Create POV |
POV - Create |
| Delete POV |
POV - Delete |
| Clear POV Data |
POV Data - Clear |
| Copy POV Data |
POV Data - Copy |
| Edit POV Status |
POV Status - Edit |
| Reconciliation View Profiles |
Profiles - View |
| Manage Profiles and Reconciliations |
Profiles and Reconciliations - Manage |
| Create profit Curve |
Profit Curve - Create |
| Edit Profit Curve |
Profit Curve - Edit |
| Run Profit Curve |
Profit Curve - Run |
| Reconciliation Manage Public Filters and Views |
Public Filters and Views - Manage |
| Reconciliation Commentator |
Reconciliation - Commentator |
| Reconciliation Manage Teams |
Reconciliation - Manage Teams |
| Reconciliation Preparer |
Reconciliation - Preparer |
| Reconciliation Reviewer |
Reconciliation - Reviewer |
| Reconciliation Manage Reports |
Reports - Manage |
| Create / Edit Rule |
Rule - Create / Edit |
| Delete Rule |
Rule - Delete |
| Run Rule Balancing |
Rule Balancing - Run |
| Mass Edit of Rules |
Rules - Mass Edit |
| Task List Access Manager |
Task List - Manage Access |
| Task Manager - Approver |
Task Manager - Approver |
| Task Manager - Assignee |
Task Manager - Assignee |
| Task Manager - Manage Artifacts |
Task Manager - Manage Artifacts |
| Task Manager - Manage Public Filters and Views |
Task Manager - Manage Public Filters and Views |
| Task Manager - Manage System Services and Settings |
Task Manager - Manage System Services and Settings |
| Task Manager - Manage Tasks |
Task Manager - Manage Tasks |
| Task Manager - Manage Users and Teams |
Task Manager - Manage Users and Teams |
| Task Manager - View Audit |
Task Manager - View Audit |
| Run Trace Allocation |
Trace Allocation - Run |
| Reconciliation Manage Users |
Users - Manage |
| Run Validation |
Validation - Run |
| View Creator |
Views - Create |
Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
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
ENTERPRISE DATA MANAGEMENT
Issue with Dates and Times Displaying Year in a 2-Digit Format
Starting in the September (23.09) update, there is an issue with the way dates and times are displayed in the user interface. For some locales, the year is represented in a 2-digit format instead of 4 (for example, DD.MM.YY instead of DD.MM.YYYY). This issue affects the user interface display only, and it will be resolved in a future update.
New Parameter on Transition Request API
Starting in the September (23.09) update, there is a new TransitionWithWarning parameter on the Transition Request to New Status API endpoint. The default value for this parameter is False, which will prevent requests from being submitted, approved, or committed if the request has warnings for custom validations or request attachments with skipped rows. To allow the request to proceed despite these warnings, set the TransitionWithWarning parameter to True.
Key Resource:
-
Transition request to a new status in REST API for Oracle Enterprise Data Management Cloud Service