December 2021 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	Product	Feature	Notes
24 NOV 2021			Created initial document.

Overview

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Feature Summary

Strategic Workforce Planning

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, December 3, 2021. 

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, December 17, 2021.

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 3, 2021.

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 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.

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https://cloud.oracle.com/community

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Features

Updates to the EPM Cloud Operations Guide

New topics and updates are available in the EPM Cloud Operations Guide.

New information includes:

• Managing Your Service Requests. This new topic contains information on managing service requests, including the escalation process.

• Preventing Daily Maintenance from Terminating Database Refresh and Cube Restructures. This new topic explains how to defer the daily maintenance process so that it does not terminate long-running in-progress database refreshes and cube restructures.

• Enrolling in the Implementation Success Program. This topic has been updated with templates that you can use to create Application Design Documents for Planning and Planning Modules business processes.

Business Benefits: Information in the EPM Cloud Operations Guide helps you troubleshoot issues and report issues and requests to Oracle.

Key Resources

• Oracle Enterprise Performance Management Cloud Operations Guide

EPM Automate Updates

A new version of EPM Automate is now available. This version introduces the enableQueryTracking, and executeAggregationProcess commands. Additionally, this version includes updates to the exportLibraryArtifact, exportQueryResults, and importLibraryArtifact commands.

enableQueryTracking Command

Enables query tracking on ASO cubes to start capturing user data retrieval patterns (queries).

executeAggregationProcess Command

Initiates the aggregation process, optionally using query tracking statistics, to improve the performance of ASO cubes. This is an important step in optimizing ASO cubes.

Updates to the exportLibraryArtifact Command

The exportLibraryArtifact command has been enhanced to accept the optional exportFormat=Native|File|LCM parameter, which allows you to specify a format for the output file created while exporting Narrative Reporting library artifacts.

Updates to the exportQueryResults Command

The exportQueryResult command has been updated to accept the optional dataFormat=NATIVE|COLUMNAR parameter, which allows you to format the resulting data in Essbase native format or order it in columns for easy interpretation and import into other applications.

Updates to the importLibraryArtifact Command

The importLibraryArtifact command has been enhanced to accept the optional importFormat=Native|File parameter, which allows you to specify the format of the file that is used to import library artifacts into Narrative Reporting.

Business Benefit: The new commands facilitate the remote administration of environments. Updates to the exportLibraryArtifact, exportQueryResults, and importLibraryArtifact commands allow you to specify formatting options for import and export operations.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
  • Installing EPM Automate
  • deployTaskManagerTemplate
  • enableQueryTracking
  • executeAggregationProcess
  • exportLibraryArtifact
  • exportQueryResults
  • importLibraryArtifact

Updates to Information in the Activity Report

The Top 10 Essbase Queries by Total Duration table and the Top 10 Essbase Queries by Execution table in the Activity Report have been enhanced to list the Essbase cube against which each query was run.

Business Benefit: Listing cube names in these tables helps you understand how Essbase queries affect the cube performance.

Key Resources

• Using Activity Reports and Access Logs to Monitor Usage in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

REST API Parameter to List Longest Running Jobs While Exporting the Job Console

When using REST APIs to export the job console, you can now use the new topCountDuration parameter to list the longest running jobs.

Business Benefit: Using this parameter helps you identify which jobs take the longest to complete, for example, the top 10 longest running jobs.

Key Resources

• Export Job Console in REST API for Oracle Enterprise Performance Management Cloud

Role Information

• Service Administrators

New Version of Oracle Smart View for Office

Oracle Smart View for Office version 21.200 will be available later in December 2021.

The following new features are included:

• Export/import reports to Smart View Excel in Strategic Workforce Planning Cloud platform
• Ability to edit rows or columns in flex forms
• Support for task lists to open flex forms
• Save documents to the Strategic Workforce Planning Cloud library
• Improved connection error reporting for HsGet functions

Business Benefit: This version includes new features and fixed defects.

Steps to Enable

Download and install Smart View. See Downloading and Installing Clients in Getting Started with Oracle Enterprise Performance Management Cloud.

Key Resources

Documentation updates will be available when 21.200 is generally available.

• Working with Oracle Smart View for Office
• Developing Applications for Oracle Smart View for Office
• Oracle Smart View for Office Readme

Ribbon Button Context Support in Smart View (Mac and Browser)

In Oracle Smart View for Office (Mac and Browser), ribbon buttons are now enabled according to the context of the sheet.

With ribbon button context, users can more easily focus on the applicable commands depending on the context of the sheet. For example, when a form is launched, the ribbon buttons applicable to a form are enabled. Commands applicable to all contexts, such as the Home button or Options button, remain enabled in any context; for example, in an ad hoc sheet or in a sheet containing a form.

Administrators: In the Create Manifest File page, all pre-selected buttons in "Available menu items" must remain checked in order for the enabling and disabling of buttons in context to work properly. You may optionally select the Build Functions button and Dimension Editor buttons.

Business Benefit: With ribbon buttons in Smart View (Mac and Browser) enabled according to sheet context, users can more easily focus on the applicable commands for the current sheet.

Steps to Enable

To use the ribbon button context feature in Smart View (Mac and Browser), Service Administrators must create and deploy a new manifest file:

1. In the Create Manifest File, page, ensure that the pre-selected ribbon buttons remain selected.
2. Optionally, select the Build Functions button or the Dimension Editor group buttons, as you require.
3. Make any other selections (for example, define an ID, add app domains, configure languages, or change the Add-in name) as you require.
4. Deploy the manifest file to Smart View (Mac and Browser) users.

Tips And Considerations

• Do not uncheck any of the pre-selected buttons in "Available menu buttons." All pre-selected buttons must remain checked.
• You may add the Build Functions button and Dimension Editor option buttons, as needed, and still retain the button context functionality.

Key Resources

• Deploying and Administering Oracle Smart View for Office (Mac and Browser):
  • Creating and Saving the Manifest File
  • Customizing the Manifest File
  • Deploying the Manifest File to Office 365 Users

• Working with Oracle Smart View for Office (Mac and Browser)

URL Attachment Support in Smart View (Mac and Browser)

You can now attach URLs to data cells in forms and ad hoc grids in Oracle Smart View for Office (Mac and Browser).

Previously, only file attachments were supported.

To attach a URL, select a data cell, then choose the Cell Actions button in the ribbon; in the dialog, select the Attachments tab. Attach URLs that link to relevant sites to provide more information on your data.

Each data cell can contain multiple URLs or files attached by one or more users. Depending on the permission level assigned to you by the administrator, you may be able to do any of the following in a data cell:

• Attach URLs
• Attach files
• View the files and URLs that you and other users have attached
• Edit and delete files and URLs that you have attached. You cannot edit or delete files or URLs attached by other users.

Cells that contain attachments can be associated with a cell style so that they are easily recognized.

Business Benefit: With support for attaching URLs, as well as files, to cells in ad hoc grids or forms in Smart View (Mac and Browser), you can provide supplemental information for data.

Steps to Enable

To use the enhanced Attachments feature in Smart View (Mac and Browser) to attach URLs and files, Service Administrators must create and deploy a new manifest file:

1. Create a new manifest file or reuse an existing manifest file.
2. In the Create Manifest File page, ensuring that the Cell Actions menu button in the Cell Actions group is selected..
3. Make any other selections and modifications in the Create Manifest File page, as you require.
4. Deploy the manifest file to Smart View (Mac and Browser) users.

Tips And Considerations

• In order for other users to launch any URLs that you attach, the users must have permission to access the URLs.

• When attaching files:
  • Each file you attach must have a unique file name, whether you are attaching files to the same cell or to different cells in a range.
  • In order for other users to see files that you attach, the files must be selected from a location that is accessible to other users, such as a shared network location.

Key Resources

• Deploying and Administering Oracle Smart View for Office (Mac and Browser):
  • Creating and Saving the Manifest File
  • Customizing the Manifest File
  • Deploying the Manifest File to Office 365 Users

• Working with Oracle Smart View for Office (Mac and Browser)
  • Adding Attachments
  • Formatting Options

Saving Office Documents to Strategic Workforce Planning Cloud in Smart View

In Oracle Smart View for Office, you now have the ability to save Microsoft Office documents (Word, Excel, and PowerPoint files) to the Strategic Workforce Planning Cloud Library.

Users often share Office documents by emailing them or saving them to an internal location. Storing files in the Strategic Workforce Planning Cloud Library gives users a new option for saving files in a central location and facilitates sharing documents with other users. Users can also download saved files from the library.

This feature requires:

• Strategic Workforce Planning Cloud 21.12 or later
• Smart View 21.200 or later

Business Benefit: Storing files in the Strategic Workforce Planning Cloud Library gives users an option for saving files in a central location and facilitates sharing documents with other users.

Key Resources

• "Saving Office Documents to EPM Cloud in Smart View" in Working with Oracle Smart View for Office 

Reports Integration with Smart View in Oracle Smart View for Office (Mac and Browser)

You can now import Reports to Oracle Smart View for Office as fully formatted reports or ad hoc grids.

If prompts are included in the report, you specify the prompts upon import. Once imported, you can:

• Change the POV and refresh the report data, as needed
• Edit the prompts
• Generate an ad hoc grid from the report, and then perform further ad hoc operations for the purpose of data analysis

Importing a Report as a fully formatted report in Smart View allows you to quickly and easily have a refreshable report that you can save.

Business Benefit: Provides a highly upgraded, user-friendly, robust report development framework along with an enriched report viewer experience.

Steps to Enable

To use the new reporting capability in Smart View (Mac and Browser), Service Administrators must create and deploy a new manifest file:

1. Create a new manifest file by enabling the Reports category.
2. Deploy the manifest file to Smart View (Mac and Browser) users.

Key Resources

• "Importing and Working with Fully Formatted Management Reports and Importing Reports as Ad Hoc Queries" in Working with Oracle Smart View for Office (Mac and Browser)

Updated EPM Books Extension for Smart View

An updated EPM Books extension for Oracle Smart View for Office is now available to download and install. This update includes general improvements and bug fixes.

Business Benefit: Downloading and installing the latest EPM Books extension for Smart View gives you access to the latest features, improvements, and bug fixes.

Key Resources

• Installing the EPM Books Extension in Working with Oracle Smart View for Office

Reports Integration with Smart View in Oracle Smart View for Office in the Strategic Workforce Cloud Platform

In Smart View, you can now export Strategic Workforce Planning Cloud Platform Reports to Excel (fully formatted) from the web and import Reports (fully formatted and ad hoc) into Smart View Excel, change the POV and refresh the report data as needed, and Edit the prompts. If prompts are included in the report, you specify the prompts upon import.

Once imported, you can:

• Change the POV and refresh the imported report data, as needed
• Edit the prompts, where applicable
• Generate an ad hoc grid from the report, and then perform further ad hoc operations for the purpose of data analysis

Importing a Report as a fully formatted report in Smart View, allows you to quickly and easily have a refreshable report that you can save.

This feature requires:

• Strategic Workforce Planning Cloud 21.12 or later
• Smart View 21.200 or later

Business Benefit: Importing a Report as a fully formatted report in Smart View allows you to quickly and easily have a refreshable report that you can save and distribute in an Excel file. In addition, importing a Report as an ad hoc allows further interaction with and analyzing data from a report in Excel. 

Key Resources

• When Smart View release 21.200 is available, see the "Reports" chapter in Working with Oracle Smart View for Office 

Flex Forms - Support for Flexible Dimensions on Columns

Flex forms now support flexible dimensions on columns, in addition to rows.

Enabling forms to be flexed provides flexibility to row and column management in Oracle Smart View for Office. Previously, only row dimensions could be defined as flexible.

Flexible forms retain regular form properties and features, such as running Business Rules (including Groovy rules) attached to the form, Smart Push enabled on the form, right-click action menus, and validation rules. Using flex forms, you can rearrange row and column members and sort or move rows and columns. You can also open a flex form in ad hoc mode and use ad hoc analysis to modify the grid layout and submit data.

In the web interface, during form definition, administrators select the "Enable flex form for rows" and the "Enable flex form for columns" options under Smart View Options in the Layout tab to enable flex form-specific features. One or both options can be selected.

Note: Flex forms are used only in Smart View and not in the Strategic Workforce Planning Cloud web interface.

This feature requires:

• Strategic Workforce Planning Cloud 21.12 or later
• Smart View 21.200 or later

Business Benefit: Flex forms combine the benefits of forms, such as running Business Rules (including Groovy rules) attached to a form, Smart Push, and right-click action menus, with the ability to use native Excel features such as cut, copy, paste, sort, or filter, giving users the flexibility of working with member combinations not present on the form.

Steps to Enable

A Service Administrator performs these steps from the Strategic Workforce Planning Cloud web interface:

1. From the Navigator, under Create and Manage, click Forms.
2. Select an existing form to edit or, in the Form and Ad Hoc Grid Management page, click the Actions drop-down menu and click Create Simple form.
3. In the form definition page,  under Smart View Options in the Layout tab, select the Enable flex form for rows and Enable flex form for columns check boxes, as you require. You may select one or both of these options.
4. Optionally, for individual rows or columns, in Dimension Properties, enable the Flex beyond form definition option, as you require.

Key Resources

• Administering Planning:
  • Designing Flex Forms
  • Setting Smart View Form Options

• Flex Forms in Working with Oracle Smart View for Office

Support Substitution Variable Functions for Both Books and Bursting

You can now select substitution variables in the member selector for both Books and Bursting. These substitution variables are defined in Reports for specific members that change regularly. For example, you can use the variable CurrMonth to represent the current month (Jan), and now you can insert it as a member selection in a Report, Books, or Bursting Definition.

Business Benefit: Using substitution variables provides a centralized point of maintenance for POV selections when executing Books and Bursting Definitions.

Key Resources

• Designing with Reports for Oracle Enterprise Performance Management Cloud:
  • Working with Substitution Variables and User Variables
  • Working with Point of View Selection for Reports, Book, and Sections 
  • Setting the Bursting Point of View

Row/Column Indicators for Formula, Text, and Note Segments in Report Grids

With the introduction of the Note rows and columns for the inline grid entry of Notes, new row and column segment indicators have been added for Text, Formula, and Note Segments to distinguish between the segment types more easily.

Row/Column Indicators for Formula, Text, and Note Segments

Business Benefit: Enhances report designer usability to distinguish between the segment types.

New Category Mapping Option in Data Integration

You can now define category mappings in Data Integration. Category mappings enable you to categorize and map source system data to a target Scenario dimension member.

The Category Mapping option is available on the Actions drop-down on the Data Integration home page for administrators only.

On the Category Mapping page, you can create and manage category mappings, including:

• Global Mapping
• Application Mapping

Category Mapping Page

Business Benefit: You can define various categories based on your business and statutory requirements.

Key Resources

• Defining Category Mappings in Administering Data Integration for Oracle Enterprise Performance Management Cloud

New Before Extract Event to Invoke Business Rule in Data Integration

A new Before Extract event enables you to run a business rule before data is extracted from the source application. The Before Extract event is available when registering business rules in independent mode.

Business Benefit: Customers who want to run a calculation such as aggregating data or copying from BSO to ASO can use the Before Extract event before extracting data for data synchronization or data export.

Key Resources

Administering Data Integration for Oracle Enterprise Performance Management Cloud:

• Business Rules Supported Events
• Registering a Business Rule in Independent Mode

New Update Applications Option in Data Integration

Data Integration now includes an Update Application option that enable you to reinitialize Oracle ERP Cloud and Netsuite applications.  When you reinitialize an application, the source system fetches all new additions such as ledgers, chart of accounts, and so on.

The Update Application option can be accessed from the Application Actions menu.

When the option is launched, you can select the connection type, connection, filters, and other values.

Update Applications Page

Business Benefit: The Update Applications feature enables you to get the most up-to-date information from Oracle ERP Cloud or Netsuite data sources.

Key Resources

• Updating Applications in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Copy Versions Functionality Is Restricted to Service Administrators Only

We've restricted the 'Copy Versions' functionality to be available only to Service Administrators.

'Copy Versions' is no longer available to Power Users and Users. We've removed all references to 'Copy Versions' in the non-admin user interface and documentation.

In Smart View, the 'Copy Versions' command is no longer available to Power Users and Users.

Business Benefit: By restricting ‘Copy Versions’ to Service Administrators only, we reduce the risk of data corruption.

Key Resources

• Copying Versions of Data in Administering Planning

Workforce and Strategic Workforce Planning Performance Enhancements

All Workforce and Strategic Workforce Planning rules and some member formulas have been updated with changes to enhance performance. There are no functional changes but the logic has been updated to leverage performance gains in the underlying technology. Any Workforce rule or member that is unmodified will automatically receive these performance enhancements. Any modified Workforce rule or member will remain as-is without these performance enhancements. Oracle recommends restoring these artifacts to their current state to uptake these performance enhancements and reapplying your modifications to the updated logic, if necessary.

Additionally, a new rule, Calculate Employee Compensation for All Data (or Calculate Job Compensation for All Data in a Job only model), allows administrators and power users to calculate compensation for all data within their scope.

Business Benefit: Updated rules optimize Workforce performance.

Key Resources

• Updating Workforce and Strategic Workforce Planning Artifacts in Administering and Working with Oracle Strategic Workforce Planning Cloud

Groovy Features for ML Models

Groovy rules now provide a way to retrieve Machine Learning (ML) Models deployed to an application and predict values using those ML models for a specified set of inputs.

The following methods have been added to the Application object to check for the existence of and retrieve one or more ML Models:

• public boolean hasMlModel(String path, String modelName)
• public boolean hasMlModel(String fullyQualifiedModelName)
• public MlModel getMlModel(String path, String modelName)
• public MlModel getMlModel(String fullyQualifiedModelName)
• public List<MlModel> getMlModels()

A new class MlModel has been added with the following method that can be called to predict the values for a set of inputs:

• public Object[] predict(Object... input)

Applies to: Any application that has access to Groovy and ML Models

Business Benefit: Using Groovy business rules allows you to automate these tasks.

An ML model enables data-driven forecasting using robust predictive modeling techniques. This puts the benefits of machine learning and the power of data science into the hands of business users, enhancing the planning and forecasting process and leading to better business decisions. Data-driven forecasting helps planners to generate more accurate, fact-based forecasts and reduces time spent on forecast generation.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

To get a quick introduction to Groovy business rules, watch the Learning Groovy in EPM Cloud video.

Key Resources

• Bring Your Own ML: About Machine Learning Model Import in Administering Planning
• Learning Groovy in EPM Cloud video
• Creating a Groovy Business Rule in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud
• Introduction to Groovy Business Rules
• Groovy Tutorials
• EPM Cloud Groovy Rules Java API Reference

Role Information

• Calculation Manager Business Rule Designer

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.

Long Label Names will be Truncated at Runtime on Horizontal Tabs

Starting with the February 2022 update (22.02), label names on horizontal tabs will display up to 30 characters at runtime. Hovering your cursor over the tab will reveal the entire label.

Only Secured URLs in Logo and Background Images

Starting with the November 2021 update, only secured URLs are supported within the Logo Image and Background Image settings in the Appearance page in Strategic Workforce Planning Cloud.

Use the Export URLs Feature to Replace Direct URLs

In the March 2021 update (21.03), Oracle released a feature called Export URLs that exports Strategic Workforce Planning Cloud URLs to a CSV file which then provides the unique URLs for each card, tab, or sub-tab within a connected Strategic Workforce Planning Cloud business process. These cards, tabs, or subtabs can contain forms, dashboards, or infolets within them. The Export URLs feature should be used in place of any direct URL pointers that customers might be using to link to forms, dashboards, or infolets. The direct URL feature to forms, dashboards, or infolets are no longer supported starting with the November 2021 update (21.11). See Using Direct URLs to Integrate Connected Environments in Administering Planning.

"Data Maps" chapter Moves to the Administering Data Integration Guide

Starting with this update (December 21.12), we've moved the "Data Maps" chapter in Administering Planning to the Administering Data Integration guide. This chapter describes how to use data maps to move data, comments, attachments, and supporting detail from source cubes and Smart Lists to reporting cubes to consolidate data.

Loaner Program for Cloud Infrastructure Generation 2 Testing and OCI Migration Assistance Early Adopter Program

Oracle Strategic Workforce Planning 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.