- Revision History
- Overview
- Feature Summary
- Enterprise Data Management
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- Enterprise Data Management
- Features
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- Additional Filter Options for Viewpoint Queries
- Audit Configuration Changes to Policies
- Download Permission Audit Results
- Download Record Count Log Report
- Download Request Activity to File
- End to End Integration with Financials Cloud General Ledger for Segment Values and Trees
- Freeform Application Type
- Inclusion Property Filter for Subscriptions
- Inspect Node Type for Selected Node in Viewpoint
- Model after a Node in Related Viewpoints
- Node ID and Relationship ID Properties
- Prevent Approval of Invalid Request Items
- Purge Completed Request Actions
- Reference Dimension Type
- Refresh Application Index
- Sort Locations Using Hierarchy Order in Expressions
- Substitution Parameters for Extract Header and Footer
- Viewpoint Queries Using Non Indexed Properties
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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 |
|---|---|---|---|
| 25 AUG 2022 | Created initial document. |
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Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
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End to End Integration with Financials Cloud General Ledger for Segment Values and Trees |
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Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, September 2, 2022.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, September 16, 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, September 2, 2022.
NOTE: Some of the links to new feature documentation included in this readiness document will not work until after the Oracle Help Center update is complete.
Documentation Updates Available One Week After Readiness Documents
Updated documentation is published on the Oracle Help Center on the first Friday of each month, coinciding with the monthly updates to Test environments. Because there is a one week lag between the publishing of the readiness documents (What's New and New Feature Summary) and Oracle Help Center updates, some links included in the readiness documents will not work until the Oracle Help Center update is complete.
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Fixed Issues and Considerations
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Additional Filter Options for Viewpoint Queries
Viewpoint queries can be filtered by node type to find nodes in a specific node type with particular data characteristics. The node type filter is only applicable to viewpoints which use multiple node types. Node data type properties are also available for viewpoint query filters using an Equals or Is Blank operator.
Business Benefit: Some queries in viewpoints which use several node types need to return results for only a single node type. Also, Node data type properties can now be used by a query to find nodes in a viewpoint.
Key Resources
- Querying a Viewpoint in Administering and Working with Oracle Enterprise Data Management Cloud
Audit Configuration Changes to Policies
Changes to approval, commit, and notification policies can be audited to review and monitor the configuration of request workflows over time. The Policies tab of the Audit page displays changes to policies for all applications and their data chains. You can filter the policy audit results by data chain object, policy type and level, or time frame.
Business Benefit: Auditing policies enables organizations to identify changes to workflow policies for governance and compliance reasons.
Key Resources
- Auditing Policies in Administering and Working with Oracle Enterprise Data Management Cloud
Download Permission Audit Results
Permission audit results can be downloaded to an Excel file to access the information in an offline, shareable format.
Business Benefit: This information can be used in a governance process which monitors and controls application security within an organization.
Key Resources
- Auditing Permissions in Administering and Working with Oracle Enterprise Data Management Cloud
Download Record Count Log Report
Information from the Record Count Log Report can be downloaded to an Excel file for offline consumption or sharing. Node and record counts for each node type are included in the downloaded file.
Business Benefit: Node and record count information can be reviewed and shared with other interested parties.
Key Resources
- Record Count Log Report in Administering and Working with Oracle Enterprise Data Management Cloud
Download Request Activity to File
Summary information for requests displayed on the Request Activity page can be downloaded to an Excel file for offline reference and sharing with other stakeholders. The downloaded file includes the same request level information displayed on the Request Activity page. Request items can only be downloaded to a file for an individual request as was available in previous releases.
Business Benefit: Requests based on specific filter criteria can be saved to a file and used for offline reference. For example, you may download a list of Cost Center requests which have not been approved to discuss it with the Cost Center data manager.
Key Resources
- Working with Request Activity in Administering and Working with Oracle Enterprise Data Management Cloud
End to End Integration with Financials Cloud General Ledger for Segment Values and Trees
Dimension exports using connections to Financial Cloud General Ledger applications can include additional post-export tasks to initiate import and publishing processes in a Financials Cloud environment to complete the synchronization of segment values and trees. Export options for these integration tasks can be configured in the Dimension inspector. Once configured, these tasks will be executed each time you export the dimension to a Financials Cloud General Ledger connection.
Business Benefit: Provides a complete integration process for updating chart of accounts segment values and trees in Financials Cloud General Ledger to be run as part of an Enterprise Data Management dimension export job. A record of the General Ledger integration tasks which are run and their status can be monitored in the dimension export history in Enterprise Data Management.
Key Resources
- Managing Export Options in Administering and Working with Oracle Enterprise Data Management Cloud
A new application type is available in Enterprise Data Management to manage dimensions and mappings for the FreeForm business process in Oracle EPM Cloud. FreeForm applications can be registered on the Applications page and can include standard and attribute dimensions. Mapping bindings and viewpoints can also be created for FreeForm applications after registration. For implementations which previously used the Planning application type for their FreeForm applications, these applications can be converted to a FreeForm application type.
Business Benefit: FreeForm application dimensions and mappings can be managed in a dedicated application type in Enterprise Data Management.
Key Resources
- Working with Planning and FreeForm Applications in Administering and Working with Oracle Enterprise Data Management Cloud
Inclusion Property Filter for Subscriptions
An Inclusion Property filter can be configured on a viewpoint subscription to control whether nodes in a source viewpoint should be included in or excluded from a target viewpoint. An inclusion property can be a Boolean or List data type. The value of the inclusion property is controlled by users in the source viewpoint. When the inclusion property is set on a source viewpoint node, the node will be added (or inserted) to the target viewpoint and further changes will be synchronized for it using the subscription. When the inclusion property is not set on a source viewpoint node, the node will be deleted (or removed) from the target viewpoint and further changes will not be synchronized. The Inclusion Property filter can be used by itself or in conjunction with other subscription filters.
Business Benefit: Implementing organizations sometimes prefer to use a "front door" master application to optimize change management across multiple downstream applications. In such scenarios, it is useful to use an inclusion property filter to synchronize changes between source and target viewpoints. In some cases where nodes in a source viewpoint are being synchronized to target viewpoint using a subscription, new nodes added to the source may need to be initially excluded from the target and included on a later date. Also, existing nodes already in the target viewpoint may need to be excluded from the target viewpoint but remain in the source viewpoint. The subscription inclusion property filter serves as a controlling property to either publish or purge changes to a target viewpoint.
Key Resources
- Filtering by Inclusion Property in Administering and Working with Oracle Enterprise Data Management Cloud
Inspect Node Type for Selected Node in Viewpoint
You can inspect the node type of a selected node in a viewpoint within an open view to access more information or make changes to the node type. Changes may include adding properties, editing node type converters, or modifying custom validations. After changes are saved, the view is reloaded the apply the changes.
Business Benefit: Node type parameters can be viewed and modified for a selected node in a viewpoint.
Key Resources
- Navigating Viewpoints in Administering and Working with Oracle Enterprise Data Management Cloud
Model after a Node in Related Viewpoints
When modeling after a node in a viewpoint to create a new node with the same characteristics, the Model After operation can also include property values and hierarchy relationships for the same node in other viewpoints in the same view. Related viewpoints can be configured for each node type in a given viewpoint to identify which additional viewpoints a new node should be included in and have information copied from. The Model After is available for both list and hierarchy viewpoints which have Related Viewpoints configured. Request actions for these additional viewpoints are added to the request item created by the Model After operation.
Business Benefit: In cases where a new node needs to be included in several viewpoints in the same view, the Model After feature can be used to copy an existing node and insert it into all of those viewpoints in a single operation rather than having to perform individual request actions.
Key Resources
- Adding a Node by Modeling After an Existing Node in Administering and Working with Oracle Enterprise Data Management Cloud
Node ID and Relationship ID Properties
Additional properties in the CoreStats namespace are available to output static, unique identifiers for nodes and relationships which are generated by Enterprise Data Management. The Node ID and Relationship ID properties use the String data type and return hexidecimal UUID string values. These properties can be added to node types and used in viewpoint extracts where necessary.
Business Benefit: Some enterprise systems require a fixed, unique ID field as primary key values in files used for data integration purposes. The Node ID property can be used in viewpoint extracts to output an ID value for files where a node is the primary key. The Relationship ID property can be used to output an ID for files where a parent/child relationship is the primary key.
Key Resources
- System and Statistical Properties in Administering and Working with Oracle Enterprise Data Management Cloud
Prevent Approval of Invalid Request Items
Approval of a request is now prevented if the approver has the necessary data access to resolve remaining validation issues for request items in the request. In previous releases, an approver was only required to resolve validation issues for request item changes they made in the request. The approver must now resolve these issues before they can approve the request to ensure the request can be completed once approved.
Business Benefit: This prevents the situation where multiple users can approve a request and one approver has made a change that is invalid and the other user unknowingly approves the request. Previously, the request would transition out of the Approve stage but could not be completed because it had validation issues. Now, the request remains in the Approve stage and either of the users can resolve the validation issue before successfully approving the request.
Key Resources
- Enriching a Request in Administering and Working with Oracle Enterprise Data Management Cloud
Purge Completed Request Actions
Request actions for completed requests are automatically purged from the system after a certain period of time to manage the size of migration snapshot files. A system setting is available to control the amount of time in which completed request actions will be retained in the system. Transactions which contain the same details for the completed request actions will still be available for audit purposes once the purge has been performed.
Business Benefit: Purging completed request actions periodically is used to control the growth of backup snapshots and the time required to import and export them.
Key Resources
- Configuring System Settings in Administering and Working with Oracle Enterprise Data Management Cloud
Reference dimensions can be added to applications to allow reference data sourced from an external system to be associated to data being managed in Enterprise Data Management. The Reference dimension type uses a Lookup node type class which has a predefined set of properties that cannot be customized. Nodes in a reference dimension can use any of the predefined properties and do not get included in the record count for the environment.
Business Benefit: Reference dimensions provide a better alternative compared to lookup sets for reference data sets which are large in volume or have multiple attributes per key value.
Key Resources
- Working with Reference Dimensions in Administering and Working with Oracle Enterprise Data Management Cloud
When the Default Type and Inheritance parameters are modified for a property, the index for an application using that property may need to be refreshed for viewpoint queries to properly use the index. A Refresh Index action is available for a selected application on the Applications page of the user interface. This action can be performed by an application owner or service administrator.
Business Benefit: Application owners can refresh an application index on demand after making property configuration changes which affect how data values are stored.
Key Resources
- Refreshing Application Indexes in Administering and Working with Oracle Enterprise Data Management Cloud
Sort Locations Using Hierarchy Order in Expressions
The Locations collection in an expression can be optionally sorted to return locations in hierarchy order. By default, the list of node instances in the Locations collection is not sorted. A Sort argument can be set to True to return the locations in the order in which they appear in a hierarchy viewpoint.
Business Benefit: This allows business logic for shared nodes based on hierarchy order to be implemented. For example, a derived Data Storage property for Planning dimensions which assigns the first member instance a Stored value and other member instances in the hierarchy a Shared value.
Key Resources
- Node Data Type in Administering and Working with Oracle Enterprise Data Management Cloud
Substitution Parameters for Extract Header and Footer
Substitution parameters can be used in custom headers and footers for extracts to output dynamic information determined at runtime. The following substitution parameters are available:
- Date, Time, and Timestamp
- Username, UserFirstName, UserLastName, and UserEmail
- ExtractName, FileName, RecordCount, and AppVersion
Business Benefit: Integration processes with downstream systems sometimes require additional job related information to be included in the header or footer of a data file being extracted from Enterprise Data Management.
Key Resources
- Specifying Extract Options in Administering and Working with Oracle Enterprise Data Management Cloud
Viewpoint Queries Using Non Indexed Properties
Viewpoint queries can use filters on non-indexed properties which have derived, inherited, or specified default values. Queries using the AND operator require at least one filter on an indexed property, but other query filters can use non-indexed properties. Queries using the OR operator require all filters to use indexed properties. You can identify whether a property is indexed or not when selecting the property for a query filter.
Business Benefit: Some viewpoint queries need to filter on node and relationship properties with derived, inherited, or specified default values in order to find particular nodes of interest.
Key Resources
- Querying a Viewpoint in Administering and Working with Oracle Enterprise Data Management Cloud