June 2023 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Module	Feature	Notes
02 JUN 2023	IMPORTANT Actions and Considerations		Updated document. Revised two considerations.
02 JUN 2023		Virus Scan on Uploaded Files in OCI (Gen 2) Environments	Updated document. Revised feature description
26 MAY 2023			Created initial document.

Overview

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Feature Summary

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, June 2, 2023.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, June 16, 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, June 2, 2023.

NOTE: Some of the links to new feature documentation included in this readiness document will not work until after the Oracle Help Center update is complete.

Helpful Information

Documentation Updates Available One Week After Readiness Documents

Updated documentation is published on the Oracle Help Center on the first Friday of each month, coinciding with the monthly updates to Test environments. Because there is a one week lag between the publishing of the readiness documents (What's New and New Feature Summary) and Oracle Help Center updates, some links included in the readiness documents will not work until the Oracle Help Center update is complete.

https://docs.oracle.com/en/cloud/saas/epm-cloud/index.html

Fixed Issues and Considerations

Software issues addressed each month and considerations are posted to a knowledge article on My Oracle Support. Click here to review. You must have a My Oracle Support login to access the article.

NOTE: Fixed issues for EPM Cloud Common components (Smart View for Office, EPM Automate, REST API, Migration, Access Control, Data Management/Data Integration, Reports, Financial Reporting, and Calculation Manager) are available in a separate document on the My Oracle Support “Release Highlights” page.

This provides visibility into EPM Cloud release contents.

Give Us Documentation Feedback

We welcome your comments and suggestions to improve the content of the What's New document and the product documentation.

Please send us your feedback at EPMdoc_ww@oracle.com. In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.

Create and Run an EPM Center of Excellence

A best practice for EPM is to create a Center of Excellence (CoE). An EPM CoE is a unified effort to ensure adoption and best practices.

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

Learn more:

• 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 you are always in the know, confirm 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 now contains a link to Cloud Customer Connect. To access this link, from the Home page, click the down arrow next to the user name (in the upper right-hand corner of the screen), and select Cloud Customer Connect.

Follow Us on Social Media

Follow EPM Cloud on YouTube, Twitter, Facebook, and LinkedIn.

These are great resources for the latest updates and information about EPM Cloud.

Business Benefit: These resources can help you optimize your EPM implementation and user experience by providing valuable information and user assistance.

Oracle Cloud Readiness App

A new Readiness App is now available on the Oracle Cloud Application Update Readiness site. The app provides an .xlsx file listing all features released for one or more Cloud product(s), module(s) and update(s) that you designate. From the Readiness site, click the red Try Our Readiness App button in the upper right, or use this URL to access the app:

https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/readiness/app/index.html

NOTE: To ensure a complete feature listing, select EPM Common in addition to the business process(es) you wish to view. To determine whether an EPM Common feature applies to your business process, review the Applies To information in the Short Description column of the .xlsx file.

NOTE: The EPM Cloud Features tool, which contains EPM features from March 2018 through June 2, 2023 only, will not be updated after June 2, 2023. Use the Readiness app for features from Oct 2021 and onwards.

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.

Features

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 Strategic Workforce Planning Cloud features that are available only in OCI. See Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Oracle plans to migrate all Classic Commercial environments to OCI by the end of 2023 using monthly migration waves.

Oracle is sending notifications for Oracle-managed migrations. When your environments are scheduled for migration, you will get notification specifying the migration schedule. Follow the instructions in the notification.

For customers whose environments were included in Wave 3 (March 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 23.06 (June) monthly update. If you prefer not to have the migration take place in the 23.06  monthly update, please run the skipUpdate EPM Automate command to skip the 23.06 update.

• If your environments are included in Wave 4 (April 2023 Migration Notification), you must already have received your OCI instances. You should go through the optional migration steps, which include setting up SSO and IP Allowlist, and testing based on your requirements. See these information sources:
  • Oracle-Managed Migration in Oracle Enterprise Performance Management Cloud Operations Guide
  • Tasks to Perform After Cloning Environments in Administering Migration for Oracle Enterprise Performance Management Cloud

• If your environments are included in Wave 5 (May 2023 Migration Notification), you will receive your OCI instances in June 2023.

• If your environments are included in Wave 6,  you will be notified on June 5, 2023.

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

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

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

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 Strategic Workforce Planning Cloud features that are not available in Classic Strategic Workforce Planning 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

Announcement: Data Management Feature Migration to Data Integration

Starting with the August (23.08) update, the user interface pages listed in the table below will no longer be available in Data Management, but will be available in Data Integration. Data Integration is available now from the Data Exchange card from the home screen, and users can access these features in the current update. Data Management is not going away in 23.08 – we are only moving a few features now that have 100% parity with Data Integration. REST APIs are not impacted by this change.

Data Management	Data Integration	Data Integration Navigation Path
Source System	Configure Connections	From the Data Integration UI, select the Actions drop down, and then Applications. In Applications, there is an icon next to the drop down labeled Configure Connections.
Target Application	Applications	From the Data Integration UI, select the Actions drop down, and then Applications.
Period Mapping	Period Mapping	From the Data Integration UI, select the Actions drop down, and then Period Mapping.
Category Mapping	Category Mapping	From the Data Integration UI, select the Actions drop down, and then Category Mapping.

Data Integration is the next generation of the Data Management user interface, enabling users to easily build and manage Strategic Workforce Planning Cloud integrations. As feature parity between Data Integration and Data Management becomes complete, Data Management features will be turned off, and users will use the new Data Integration user interface instead.

This transition will be gradual; future What's New documents will include information about the first set of planned changes as well as updates about additional changes planned for the future.

All Data Integration features discussed in this document are currently generally available.

Integration definitions built with Data Management are also visible in Data Integration, which enables an easy transition. (Data Integration is a new user interface on the Data Management data model and does not require migration of content from Data Management to Data Integration).

Please note that additional new integration features will only be included in Data Integration, and will not be back-ported to Data Management. Critical bug fixes and security fixes will still be made to Data Management until all features are fully migrated. In addition, all features from Data Management will be migrated to Data Integration with the exception of the following:

• The batch feature will be replaced by the new Pipeline feature. The Pipeline feature is available in this update (23.06).
• The Report Definition feature will not be migrated, only the Report Execution feature.

For reference, please see the Data Integration guide available from the documentation library. Select the desired business process, then Books, and then scroll down to the Administering Data Integration for Oracle Enterprise Performance Management Cloud documentation link.

Business Benefit: Data Integration is the next generation of the Data Management user interface. It enables users to build and manage integrations more easily.

Key Resources

• Administering Data Integration for Oracle Enterprise Performance Management Cloud

Virus Scan on Uploaded Files in OCI (Gen 2) Environments

Service Administrators can now enable virus scan on the files being uploaded to OCI (Gen 2) environments using the new EPM Automate command or REST API introduced in this update. Scanning files before they are uploaded prevents the possibility of uploading viruses to the environment.

There are user-initiated procedures that require file upload, attachment, importing, or saving.

Some examples are:

• Uploading a file to load data into the application
• Attaching a file to a cell in a Planning form
• Importing tasks into templates in Task Manager
• Uploading a photo image in User Preferences

When virus scan is enabled, and a virus is detected in a file during an applicable supported operation, the file is not saved in the environment.

Business Benefit: Enabling virus scanning helps you enhance the security of your OCI (Gen 2) environment by ensuring that no one can upload infected files to the environment.

Steps to Enable

Strategic Workforce Planning Cloud service administrators enable virus scan using the new EPM Automate or REST API commands described in EPM Automate Updates and REST APIs for Virus Scan in OCI (Gen 2) Environments.

Key Resources

• Virus Scan on Uploaded Files in OCI (Gen 2) Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • Installing EPM Automate
  • getVirusScanOnFileUploads
  • setVirusScanOnFileUploads

• REST API for Oracle Enterprise Performance Management Cloud
  • Migration REST APIs
  • Get Virus Scan on File Upload
  • Set Virus Scan on File Upload

EPM Automate Updates

A new version of EPM Automate is now available. This version introduces the getVirusScanOnFileUploads and setVirusScanOnFileUploads commands. These commands provide additional security during file uploads in OCI (Gen 2) environments by allowing you to turn on virus scan on the files being uploaded. Scanning files before they are uploaded prevents the possibility of uploading viruses to the environment. 

getVirusScanOnFileUploads Command

This command lists whether the virus scan on uploaded files is enabled on your OCI (Gen 2) environment.

setVirusScanOnFileUploads Command

This command enables the virus scan before a file is uploaded to an OCI (Gen 2) environment. Only virus free files are uploaded to the environment. By default, the virus scan is disabled.

Business Benefit: The getVirusScanOnFileUploads and setVirusScanOnFileUploads commands help you enhance the security of your OCI (Gen 2) environment by ensuring that no one can upload infected files to the environment.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
  • Installing EPM Automate
  • getVirusScanOnFileUploads
  • setVirusScanOnFileUploads

REST APIs for Virus Scan in OCI (Gen 2) Environments

Two new REST APIs are available to provide additional security during file uploads in OCI (Gen 2) environments by allowing you to turn on virus scan on the files being uploaded. Scanning files before they are uploaded prevents the possibility of uploading viruses to the environment.

• Set Virus Scan on File Upload enables/disables the virus scan on a file upload.
• Get Virus Scan on File Upload returns true or false depending on whether a virus scan on file upload has been enabled.

Business Benefit: The Set Virus Scan on File Upload and Get Virus Scan on File Upload REST APIs help you enhance the security of your OCI (Gen 2) environment by ensuring that no one can upload infected files to the environment.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• REST API for Oracle Enterprise Performance Management Cloud
  • Migration REST APIs
  • Get Virus Scan on File Upload
  • Set Virus Scan on File Upload

Access Requirements

• Service Administrators

REST API Updates Adding and Removing Users from an Identity Domain

Two new version 2 REST APIs are available for adding and removing users from an Identity Domain. Version 2 REST APIs contain all parameters in the payload and do not require URL encoding while calling the REST APIs. Version 2 REST APIs are backward compatible, so no changes are needed for existing REST APIs.

• Add Users to an Identity Domain (v2) adds users that are provided in the request payload.
• Remove Users from an Identity Domain (v2) removes the identity domain accounts that are provided in the request payload.

Business Benefit: The new version of the REST APIs is easier to use, and does not require URL encoding.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• Rest API for Oracle Enterprise Performance Management Cloud
  • Managing Users
  • Add Users to an Identity Domain
  • Remove Users from an Identity Domain

Access Requirements

• Service Administrators

New EPM Center of Excellence Web Page

Visit the new EPM Center of Excellence web page to see the benefits of creating and running an EPM Center of Excellence (CoE), which promotes the most effective use of the Strategic Workforce Planning Cloud platform and helps you deliver better business results. Organizations, including many of our customers, have been adopting this CoE approach to ensure that they continue to get more value out of their investment in Strategic Workforce Planning Cloud.

Learn more:

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

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

Tips And Considerations

Use the EPM CoE checklist to get started.

Key Resources

• Visit the Oracle EPM Center of Excellence page.

• Watch the webinars on Cloud Customer Connect:
  • Creating and Running a Center of Excellence (CoE) for EPM Cloud
  • Planning Your Success with EPM Center of Excellence

• Watch the videos: Overview: EPM Center of Excellence and Creating an EPM Center of Excellence .

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

Pipeline Feature in Data Integration

In Data Integration, a Pipeline feature is now available to orchestrate a series of jobs as a single process. In addition, you can orchestrate jobs across instances from one location. Using the Pipeline, you get better control and visibility of full extended data integration process of preprocessing, data loading and post processing jobs.

A Pipeline contains multiple stages each of which includes jobs that can be run in serial or parallel. A  Pipeline can include the following job types for multiple target application:

• integrations
• business rules
• business rulesets
• open batches (by file, location, and name)
• objects to and from the Object Store
• substitution variables

Pipeline is available from the Data Integration home page by clicking the Add icon and then selecting the Pipeline option.

Pipeline Option on the Data Integration Home Page

A Pipeline job is identified with a icon on the Data Integration home page. You can also search for pipeline jobs by searching for the word "pipeline" or a part of the word from Search.

Pipeline Page

A Run Pipeline option is available from the Data Integration home page enabling you to execute the jobs in the Pipeline, send emails, and attach logs.  When the Pipeline is running, it shows the status. Customers can also see the status of the Pipeline running in Process Details.  Each individual job in the Pipeline is submitted separately and creates a separate job log in Process Details.

Business Benefit: The Pipeline provides customers with a framework to combine multiple and different jobs type as a single process instead of a series of processes. Previously customers had to use the Batch option in Data Management, which restricted the types of jobs that could be included in the batch.

Key Resources

• Using the Pipeline in Administering Data Integration for Oracle Enterprise Performance Management Cloud

All Data Type Data Load Using Jobs Option in Data Management

In Data Management, when you execute a data load and the load method is All Data Type with Security for the export step,  a new job is created on the Jobs page, which is the current default behavior. 

To use the old method for loading the data, select No for the All Data Type Load Using Jobs option in System Settings. The option to load without creating a job will be removed in a later update. The new option is provided for backward compatibility during the transition period.

Business Benefit: An application administrator now has visibility to all the data loads being performed.

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 defect fixes.

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

Steps to Enable

To take advantage of the features, improvements, and defect fixes in the EPM Books extension:

1. From within Smart View, in the Options dialog, Extensions tab, click the Check for Updates, New Installs, and Uninstalls link.
2. Select your business process instance, then follow the prompts.

Key Resources

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

Activity Report Now Includes Cloud Infrastructure Type

The Activity Report now lists the type of cloud infrastructure where the environment is hosted. The values of cloud infrastructures are:

• Classic
• OCI (Gen 2)

Business Benefit:

The addition of cloud infrastructure to the Active Report makes it easier for the customers to identify the type of cloud infrastructure in their environment.

Key Resources

• Getting Started Guide for Administrators:
  • Information About Your Environment
  • Profitability and Cost Management Design and Runtime Metrics

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.

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 Strategic Workforce Planning Cloud 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 Strategic Workforce Planning Cloud 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.

In a future update (planned towards February 2024), the ability to choose a non-Redwood theme will be removed. Applications actively using non-Redwood themes won’t be impacted, however the ability to select non-Redwood themes will be removed for new applications. Existing applications that switch to the Redwood theme won't be able to switch back to a non-Redwood theme.

More details are covered in this Cloud Customer Connect session in April 2023: EPM – Why You Should Be Using The Redwood Theme in EPM Cloud

This session covers why users should be adopting the Redwood theme, customizations available within the theme (such as company logo), and the future plans around non-Redwood themes for Strategic Workforce Planning Cloud.

Plan for the User Variables Dimension Column to Honor the Alias Setting in User Preferences

In a future update, the Dimension column on the User Variables page within User Preferences will honor the Alias Setting in User Preferences. So if an alias name is defined for a dimension, then the Dimension column on the User Variables page will show that dimension’s alias based on the alias table selected in User Preferences. If no alias is defined for the dimension, the dimension name will be displayed.

Upcoming Change to Look and Feel of Help Center Books and Tutorials

In a future update, Oracle Help Center books and tutorials will have a new look and feel with new colors, layout, and social media links.

The 0x1A Character is Restricted in Member Names and Aliases

Starting in this update, the 0x1A ASCII substitute character (zero-width space) is not allowed in member names and aliases. Previously we'd announced that the 0xA0 Unicode character (no-break space) would be restricted, but we've since determined that it'll be allowed.

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

Strategic Workforce Planning 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.

Data Management Documentation Changes in the REST API for Oracle Enterprise Performance Management Cloud Guide

In this update of the REST API for Oracle Enterprise Performance Management Cloud guide, the following Data Management REST APIs topics have been moved to a new Data Integration REST API chapter.

• Lock and Unlock POV
• Running Integrations
• Import Data Mapping
• Export Data Mapping
• Export Data Management
• Import Data Management

The topic “Export Data Management” has been renamed to “Export Data Integration” and the topic “Import Data Management” has been renamed to “Import Data Integration.”

The following topics are still available in Data Management chapter:

• Running Data Rules in Data Management
• Running Batch Rules

These changes only apply to the Data Integration/Data Management products names and do not affect the Data Integration/Data Management resources and URL structure. In addition, all Data Integration REST APIs can be used as Data Management REST APIs.

Enhanced Integration API and Drill Type UI Options in Data Management System Settings

In this update, the Enhanced Integration API and Drill Type UI options have been removed from the list of options in the System Settings option of Data Management.

Formerly, the Enhanced Integration API setting was added temporarily to address backward compatibility considerations.

The Drill Type UI setting formerly enabled users to select either the Classic or Simplified user interface when drilling down in Oracle Enterprise Performance Management. The default drill type user interface is now the Simplified User Interface and the Classic option for the user interface of Drill Landing Page is no longer available.

Deprecation of Calculation Manager Administrator Application Role

In a near future update, Oracle will deprecate the Calculation Manager Administrator application role.

The deprecation of this role does not affect the current access rights granted through application role assignments. If you have any concerns about this update, please open a service request that identifies your concerns.

Forms 2.0 and Dashboards 2.0

Within the next 6 months, Forms 2.0 and Dashboards 2.0 functionality will be available. Forms 2.0 and Dashboards 2.0 use Oracle JET technology for faster rendering, sophistication, ease of use, improved flexibility, better visualization, and additional designs. To work with Forms 2.0 and Dashboards 2.0, you must enable the Redwood Experience. Forms 1.0 and 2.0 and Dashboard 1.0 and 2.0 versions will continue to coexist in the same business process at the same time.

Forms 2.0 features:

• Forms runtime-only improvements
• Usability improvements
• Better scalability and enhanced performance
• Greater consistency between Web forms and Smart View forms
• Easily switch from Forms 1.0 to Forms 2.0 and back using an application setting

Dashboards 2.0 enhancements:

• Introduces a new Grid chart type which renders Forms 2.0 inside Dashboards 2.0
• New URL and Commentary types of Dashboard objects
• Custom formatting of titles and support for background colors in URL, Commentary, and Grid objects
• New user interface for associating business rules
• Ability to display multiple Gauge, Pie, and Doughnut charts inside one Dashboard object
• New menu options for opening and editing forms directly from the Dashboard
• New Information icon for the Dashboard and all Dashboard objects
• Ability to easily convert 1.0 Dashboards to 2.0 individually and at the folder level on the Dashboards listing page

Plan to Disable the Print Option in Web Ad Hoc Grids and Forms 2.0

Effective September 2023, we are disabling the print option within Web ad hoc grids. Forms 2.0 (to be released soon) will also not have a print option. You can use the browser's print feature or the Excel Print feature in Smart View if you require printing.

Calculation Manager Errors and Warnings Enforcement

In a future update, Calculation Manager will enforce the execution of the Errors & Warnings diagnostic tool for any rule being launched, validated, or deployed from it. If there are errors that result from this new process, Calculation Manager will not execute, validate, or deploy the rule. This new process will apply to all new applications once released. Existing applications will have a finite period of time to bypass this new process to allow you to modify the rules that violate the new Errors & Warnings diagnostic analysis. In all cases, existing rules that are already deployed will continue to run as-is without any change in behavior.

Change in Behavior for Grids Created from Groovy and REST APIs for ASO Cubes

In a future update, the suppression behavior for grids created via Groovy DataGridDefinitionBuilder and the exportdataslice REST API for ASO cubes will be made consistent with that of the run time data grids created using the Form Designer. Previously, if a grid was built for an ASO cube in Groovy or REST API, then the system used the NON EMPTY MDX clause to suppress missing rows when the suppressMissingBlocks flag was true. Now, when a grid is built for an ASO cube, it will use the NON EMPTY MDX clause when suppressMissingRows is true, and suppressMissingBlocks will be ignored. This means that ASO grids with suppressMissingRows true and suppressMissingBlocks false will now start using MDX. Likewise, ASO grids with suppressMissingRows false and suppressMissingBlocks true will no longer use MDX. Grids where the suppressMissingRows and suppressMissingBlocks flags had the same value will not be impacted. These changes may result in a change in behavior or performance for some ASO grids. If this happens and is undesirable, consider toggling the value of suppressMissingRows from the builder or the JSON payload in case of the REST API.

Mandatory Steps Required to Make the Explore Repository Artifacts Accessible to Users

Prior to the July (22.07) update, Strategic Workforce Planning Cloud used the WORLD pre-seeded group to grant access to Explore Repository artifacts such as reports and folders. Starting with the July (22.07) update, the WORLD group was removed. If you previously used the WORLD group to grant access to repository artifacts, complete these steps to ensure that users can access Repository artifacts:

1. Create a group in Access Control with all Strategic Workforce Planning Cloud users as its members.
2. In Explore Repository, grant access privileges to the group you created in the preceding step.

For detailed steps, see Granting Access Permissions to Document Repository Users in Working with Financial Reporting for Oracle Enterprise Performance Management Cloud.

Report Import/Export to Excel: Font Installation Requirements for Text Boxes in Excel

Due to performance and rendering quality enhancements to Report text boxes when exported to Excel, Report text boxes may appear distorted or with overlapping text when importing or exporting to Excel when the fonts used within the text boxes are not installed on the client machine. To fix this, install the missing fonts used within the text boxes on the client machine.

Oracle Financial Reporting Statement of Direction

Please refer to the Statement of Direction for Oracle Financial Reporting:

Oracle Support Document 2910806.1 (EPM Cloud Financial Reporting Statement of Direction)

Oracle Financial Reporting “Expand All” Feature Statement of Direction

Starting in this update (23.06), the “Expand All” feature has been removed from Financial Reporting. Please refer to Statement of Direction for Oracle Financial Reporting “Expand All” feature:

Oracle Support Document 2920293.1 (EPM Cloud Financial Reporting: Expand All Feature Statement of Direction)