July 2022 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 JUN 2022			Created initial document.

Overview

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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

Strategic Workforce Planning

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, July 1, 2022.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, July 15, 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, July 1, 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.

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.

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.

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.

Features

New Videos

New videos are available:

Overview: Task Manager in Cloud EPM

This overview highlights the features of Task Manager, common terms used, and a typical Task Manager process flow. The Task Manager helps you define, execute, and report on the interdependent activities of a business process. It provides centralized monitoring of all tasks, as well as a visible, automated, and repeatable system of record for running a business process.

Overview: Navigating Tasks in EPM Task Manager

This overview highlights Task Manager features by navigating through the different sections of a task. Task Manager helps you to define, execute, and report the interdependent activities of a business process.

Business Benefit: Videos provide 3-5 minute overviews and step-by step instructions to perform tasks and achieve an outcome.

REST API for Group Assignment Audit Report

You can now use a REST API to generate a group assignment audit report. The report contains details on the users and groups that were added to or removed from Access Control groups in a given date range.

This report is in CSV format. Each row of the report provides the user or group that was added or removed, the group to which the user or group was added or removed from, the Service Administrator who performed the action, and the date and time when the action was completed.

Business Benefit: This lets you use a REST API to automate this process and satisfy audit requirements.

Key Resources

• Managing Users in REST API for Oracle Enterprise Performance Management Cloud

Role Information

• Service Administrators

REST APIs to View or Update the IP Allowlist - Only for OCI (Gen 2) Environments

In OCI (Gen 2) environments, you can now use a REST API to update or view the IP allowlist.

Use the POST method with the action parameter set to add to add the IP addresses and Classless Inter-Domain Routings (CIDRs) to the allowlist of your environment. Use the POST method with the action parameter set to delete to remove the IP addresses and CIDRs from the allowlist of your environment.

Use the GET method to view IP addresses and CIDRs in the allowlist of your environment.

Business Benefit: This provides a self-service method to use a REST API to set the IP allowlist without a need to create a service request to Oracle.

Key Resources

• Migration REST APIs in REST API for Oracle Enterprise Performance Management Cloud

Role Information

• Service Administrators

Changes to Planning Admin Extension Installation and Update Process

The installation process and file format for the Planning Admin Extension for Oracle Smart View for Office has changed to take advantage of the Smart View extension installation and update process.

The Planning Admin Extension allows Service Administrators to quickly import and edit dimension and member metadata directly in Smart View.

Note: The Planning Admin Extension is also referred to as the Smart View Add-on for Administrator or Admin Extension.

Previously, to install the Planning Admin Extension, an MSI file was downloaded from the Downloads page of the supported business process, and then installed using an installation wizard. Now the Planning Admin Extension is in SVEXT format, which allows it take part in the extension installation and update process available in Smart View.

To use the new SVEXT file format, you are required to first uninstall the MSI version of the Planning Admin Extension using Windows Programs and Features.

After uninstalling the MSI version, then you can install the new Planning Admin Extension in SVEXT format in either of these ways:

• From the business process Downloads page, download the SVEXT, and then double-click the SVEXT file.

• From the Smart View Options dialog, Extensions tab, click "Check for Updates, New Installs, and Uninstalls," then follow the prompts to download and install the Planning Admin Extension.

Once the SVEXT is installed, you can always click the "Check for Updates, New Installs, and Uninstalls" to check for any updates, following the extension update process outlined in Working with Oracle Smart View for Office. You can also continue to use the Admin Extension download from the Downloads page of your business process. Note, however, that the only way to remove the Admin Extension, or to know whether an updated version of the Admin Extension is available, is by using the extension update process in Smart View.

Business Benefit: Moving the Planning Admin Extension to the SVEXT format allows users to regularly check for and install updated versions of the extension directly in Smart View.

Steps to Enable

To install the SVEXT version of the Planning Admin Extension:

1. Close any open Office applications.
2. From the Windows Control Panel, Programs and Features, uninstall the MSI version of the Planning Admin Extension. Look for the extension listed under "Planning.'
3. To install from the Downloads page:
   1. Using a Microsoft Edge or Google Chrome browser, on your business process Home page, access Settings and Actions by clicking your user name at the top right corner of the screen.
   2. Select Downloads.
   3. Click the Download Admin Extension button and save the SVEXT file to a temporary directory.
   4. Double-click the SVEXT to install it.
   5. Restart Excel and go to the Smart View Options dialog, Extensions tab, to view the Admin Extension in the list.
4. To install from Smart View:
   1. Launch Excel and in the Smart View ribbon, click Options, and then click Extensions.
   2. Click Check for Updates, New Installs, and Uninstalls.
   3. In Select Location for Extension Updates, select the data source connections to check for extension updates, and then click Get Updates.
   4. Review the list of extensions and where you see an Install link, click the link to launch the installer.
   5. Follow the prompts to close and restart Excel, and then go to the Smart View Options dialog, Extensions tab, to view the Admin Extension in the list.

Tips And Considerations

• You must uninstall the MSI version of the Planning Admin Extension before installing the SVEXT version. If you keep the MSI version on your machine, the Smart View extension update process will not recognize updates to the SVEXT version of the Planning Admin Extension.

• You may continue to use the MSI version of the Planning Admin Extension that you previously installed. However, this version of the extension will not be updated in the future so will not contain any future bug fixes or enhancements. For this reason, Oracle recommends moving to the Planning Admin Extension in SVEXT format.

Key Resources

• Using Smart View to Import and Edit Application Metadata in Administering Planning
• Installing Extensions in Working with Oracle Smart View for Office

New Version of Oracle Smart View for Office

Oracle Smart View for Office version 22.100 will be available soon.

The following new features are included:

• Show or hide the Documents folder in the EPM Cloud Library

• Set and export default Smart View options in the Options dialog box

• New cell styles for Parent and Child members

• Enhanced Reports functionality, including:
  • Create an ad hoc grid based on an imported report
  • View properties for a report

• For Narrative Reporting users, Reports functionality no longer requires the Narrative Reporting extension (starting with the 22.06 Narrative Reporting extension update)

• Microsoft WebView2 and Edge support for importing Financial Reporting documents

• Microsoft .NET Framework Version now displayed in the Health Check dialog

Business Benefit: This Smart View release 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 22.100 is generally available.
  • Working with Oracle Smart View for Office
  • Developing Applications for Oracle Smart View for Office
  • Oracle Smart View for Office Readme

Use of Hardware Security Module (HSM) to Store Transparent Database Encryption (TDE) Master Key in OCI (Gen 2) Environments

To provide an additional level of security, on OCI (Gen 2) environments, Strategic Workforce Planning Cloud now stores Transparent Database Encryption (TDE) master key in a Hardware Security Module (HSM), a trusted network computer dedicated to performing cryptographic operations for key management, encryption, and so on.

Business Benefit: The use of HSM to store the master encryption key enhances Strategic Workforce Planning Cloud security.

Copying Direct URLs for Individual Artifacts in Connected Environments

We now offer support for copying the direct URL for any Strategic Workforce Planning Cloud artifact that is accessible using Navigation Flows.

Use the Copy URL option on the artifact listing page to copy the unique URL for the following artifacts in Strategic Workforce Planning:

• Dashboards
• Forms
• Infolets
• Reports

To copy the unique URL for a Strategic Workforce Planning Cloud artifact, open the listing page for the artifact, click the Actions icon next to the artifact, and then select Copy URL.

Copy URL on the Actions Menu

Business Benefit: By adding a Copy URL option for individual artifacts, we've made it easier to integrate with ERP and other Oracle vertical solutions.

Key Resources

• Copying Individual URLs in Administering Planning

Validating Navigation Flows to Identify and Resolve Missing Artifacts

We now provide the ability to help you more easily find missing artifacts in navigation flows using the Validate feature.

While viewing the Navigation Flow listing page, you might see navigation flow nodes or artifacts displaying an error icon . This error occurs because artifacts that were associated with the navigation flows were either renamed or were deleted so the artifacts are considered missing. You'll need to edit the navigation flow to associate it with either a renamed artifact or with a different artifact before you can activate the navigation flow. You might not realize that artifacts are considered missing, so it's recommended that you validate your navigation flows before setting them to Active status.

To validate navigation flows, open the Navigation Flow listing page, highlight one or more navigation flows, click Actions, and then click Validate. If artifacts are missing, you'll see an error message indicating which navigation flows are referencing the artifacts that cannot be found.

Business Benefit: By adding a Validate feature for navigation flows, we've made it easier to identify which navigation flow elements contain artifacts that are missing.

Key Resources

• Using Validate to Find Missing Artifacts in Navigation Flows in Administering Financial Consolidation and Close Cloud
• Using Validate to Find Missing Artifacts in Navigation Flows in Administering and Working with FreeForm
• Using Validate to Find Missing Artifacts in Navigation Flows in Administering Planning
• Using Validate to Find Missing Artifacts in Navigation Flows in Administering and Working with Enterprise Profitability and Cost Management

Create Custom Email Notification Policies Within Task Manager

Service Administrators can now define the default email notification settings for all of their Task Manager users.

The Service Administrator can:

• Define the default settings for all Task Manager notifications for all users
• Allow users to customize their personal email notification settings by selecting User Specified option
• Modify the default settings which are inherited by all users who have not set a value for these updated preferences
• Prevent any user customizations to the email notification settings

Business Benefit: This feature provides Service Administrators better control of their users' Task Manager notification settings.

Key Resources

• Enabling Email Notifications in Task Manager in Administering Financial Consolidation and Close
• Setting Up Email for Notifications in Working with Financial Consolidation and Close
• Enabling Email Notifications in Task Manager in Administering Planning
• Setting Up Email for Notifications in Working with Planning
• Enabling Email Notifications in Task Manager in Administering Tax Reporting

Enhanced Late Notifications in Task Manager

The Task Owner now has the option to choose not to receive any email notifications.

Within the Late Notification list, the Task Owner can now set notification as "Never" for the following Notification Types:

• You are the task owner and task assignee is late
• You are the task owner and task approver is late

Business Benefit: This new capability enables the user to opt out of the email notifications.

Key Resources

• Enabling Email Notifications in Task Manager in Administering Financial Consolidation and Close
• Enabling Email Notifications in Task Manager in Administering Tax Reporting
• Setting Up Email for Notifications in Working with Financial Consolidation and Close
• Enabling Email Notifications in Task Manager in Administering Planning

Enhanced Audit History for Rules

Additional information is now added to the audit log when changes are made to a rule’s definition.

The changes are displayed both in the History tab as well as the Audit Report.

Business Benefit: This feature helps in tracking the changes made to Rules.

Key Resources

• Working With Task Rules, Working With Template Rules, Working With Task Type Rules, and Working With Schedule Rules in Administering Planning

Loading Oracle General Ledger Metadata from the Oracle ERP Cloud

Oracle General Ledger metadata from the Oracle ERP Cloud can now be loaded to your Strategic Workforce Planning Cloud applications using Data Integration. The feature enables you to load the General Ledger hierarchy top node, segment value, description, parent, child, account type, etc.

To load the metadata, you simply pick the desired source ledger from the Oracle ERP Cloud using a new Oracle ERP Cloud (Chart of Accounts) source adapter, set up a few simple mappings, and then push a button to pull the data into the Strategic Workforce Planning  Cloud applications.

Business Benefit: This feature allows customers to build an integration definition from an Oracle General Ledger  source, and then load the metadata to a Strategic Workforce Planning Cloud environment.

Key Resources

• Loading Oracle General Ledger Metadata from the Oracle ERP Cloud in Administering Data Integration for Oracle Enterprise Performance Management Cloud

EPM Integration Agent No Longer Requires Certificate

Starting in this update, when you install the EPM Integration Agent, you are no longer required to download and install the Oracle Cloud certificates in the cert folder.

If you plan to use an older version of the agent (prior to the 22.07 update), then retain any existing certificates in the cert folder. This also applies if you use any custom certificates.

Business Benefit: Oracle Cloud certificates are now included automatically and do not need to be configured manually.

Key Resources

• Installing and Configuring the EPM Integration Agent in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Suppress Reports with No Data in Bursting Output

Previously, if a report with suppression enabled and the POV selection defined in a bursting had #missing data, the report’s results would be included in the bursting definition output. Now, any Reports with suppressed grids are not included in the Bursting output. There is no special setting required, this is the behavior going forward.

NOTE: The report needs to have suppression enabled for the entire grid with no other report objects such as text boxes or images in the body of the report.

Business Benefit: Provides users an easy way to execute the Bursting Definitions.

Key Resources

• Working with Bursting in Designing with Reports for Oracle Enterprise Performance Management Cloud

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.

Rolling Back Changes Made to Page Title Display for Horizontal tabs

We are rolling back changes that were made in the April 22.04 update to the page title for horizontal tabs. The change was to not display the page title in horizontal tabs while using the Redwood Theme. From the feedback received on this change, we've decided to roll it back. The change will be available in the July (22.07) update.

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.

Alerts Cannot be Migrated to Prior Version

Due to a major upgrade in Alert functionality, any service that has defined Alert Types will not be able to migrate them or the Alerts that are based on them from the 22.04 update to an earlier update. This normally happens if artifacts are moved from Test to Production during the two week period when Test is upgraded to the 22.04 update while Production is still on the 22.03 update. All other objects in the migration are not affected.

Task Manager Email Notification Settings

Starting in the 22.04 update, the service changed the handling of Task Manager’s Email Notification settings during a migration. The target service’s Task Manager Email Notification settings were updated with the settings from the source service. If a customer wants to retain the target service’s Task Manager Notification settings, they can generate an LCM export with the notification settings from the target service, perform the source migration, then import the LCM file with the notification settings.

See LCM Export and LCM Import in REST API for Oracle Performance Management Cloud.

Date Format when Using the EPM Digital Assistant

When using the EPM Digital Assistant, note that the Date format is not taken from User Preferences, and the assistant does not ask which format to use for the date. The assistant attempts to detect the date format based on the user locale set in the browser and other common formats.

Drill Landing Page in Data Integration / Data Management

The Enhanced Drill Landing page is the default starting in this update. Starting with the 22.09 update, the option to switch the Drill Type user interface will no longer be available, and the Enhanced version will be the only version.

Downloading Smart View Extensions from Firefox

When a Smart View extension, such as the Planning Admin Extension or Task Manager extension, is downloaded using Downloads in the Firefox browser, it does not allow opening or saving the extension. Instead, it opens a new tab showing binary data. This issue is planned to be fixed in a future update. In the meantime, download extensions using an alternate supported browser (Microsoft Edge or Google Chrome), or install using the procedure in Installing Extensions in Working with Oracle Smart View for Office.

Internet Explorer 11 End of Support and Smart View

Microsoft has announced end of support of Internet Explorer 11 by June 15, 2022.

Do not uninstall Microsoft Internet Explorer, even after the end-of support date of June 15, 2022. Instead, you may securely disable Internet Explorer following Microsoft’s guidelines. In situations where the Internet Explorer browser would be called, the Edge browser will be launched instead.

Oracle Smart View for Office does not require the Internet Explorer browser specifically. However, Smart View depends on Windows components (for example, WinInet APIs) that may have dependencies on Internet Explorer. Microsoft recommends keeping Internet Explorer installed on the machine since uninstalling may cause other applications that are dependent on it to work incorrectly. Microsoft also recommends updating to the latest security patches as they become available.

For more information, Oracle Support Document 2877741.1 (Impact on Smart view with Microsoft decommissioning Internet Explorer 11 on June 15, 2022) can be found at: https://mosemp.us.oracle.com/epmos/faces/DocumentDisplay?id=2877741.1.

In Reports, Minor Change to Text Box Text Wrapping

Due to a bug fix in the upcoming 22.08 update, please note that the following change in behavior for Text Wrapping in a Text Box:

When HTML text has multiple blocks of text with different font sizes and types (For example: Bold, Underline, and so on), the text wrapping will be improved to utilize the surrounding space more, previously there were more empty spaces in a text box. This change may reduce the height of the text/note boxes depending on the length of the text.

Change in Reports Behavior with Suppress Missing Blocks Enabled with Zoom on the Column

Please note that beginning in the 22.08 update, Suppress Missing Blocks will no longer be supported with Zoom enabled on column segments. This combination of properties results in unpredictable members returned when doing the query for a Zoom on the column axis.

Data Maps with Mapping or Cross Applications

Data Maps with mapping or cross applications are not supported in this update. If the Data Map has mapping or is a cross application, it needs to be attached to a form or included in the Groovy rule and run as a Smart Push.