- Revision History
- Overview
- Feature Summary
- Strategic Workforce Planning
-
- Strategic Workforce Planning
- Features
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- OCI Migration: Oracle-Managed Migration Notifications Being Sent and Customer-Managed Migration Program Ends on April 30, 2023
- New Video to Create an EPM Center of Excellence
- EPM Automate Updates
- Assigning and Unassigning Predefined Roles Using REST APIs in OCI Environments Requires Only the Service Administrator Role
- New Idle Session Timeout Migration REST APIs
- Updated EPM Books Extension for Smart View
- Starting Certain Scheduled Jobs Disallowed During the Daily Maintenance Process
- Valid Intersection and Cell-Level Security Definitions Allow Exclusion of Shared Members
- New Examples for Groovy Feature to Write a Log File
- Data Management Feature Replacement by Data Integration
- Shared Reports and Shared Objects Support in Strategic Workforce Planning Cloud
- Copy Data Enabled for Aggregate Storage Cubes in Planning
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- IMPORTANT Actions and Considerations
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 |
---|---|---|---|
15 MAR 2023 | Strategic Workforce Planning |
Oracle Cloud Readiness App | Updated document. Added announcement. |
03 MAR 2023 | Strategic Workforce Planning | Data Management Feature Replacement by Data Integration | Updated document. Revised feature description. |
24 FEB 2023 |
Created initial document. |
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DISCLAIMER
The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
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Feature |
Report |
UI or |
UI or |
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Starting Certain Scheduled Jobs Disallowed During the Daily Maintenance Process |
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Valid Intersection and Cell-Level Security Definitions Allow Exclusion of Shared Members |
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Shared Reports and Shared Objects Support in Strategic Workforce Planning Cloud |
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Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, March 3, 2023.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, March 17, 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, March 3, 2023.
NOTE: Some of the links to new feature documentation included in this readiness document will not work until after the Oracle Help Center update is complete.
Documentation Updates Available One Week After Readiness Documents
Updated documentation is published on the Oracle Help Center on the first Friday of each month, coinciding with the monthly updates to Test environments. Because there is a one week lag between the publishing of the readiness documents (What's New and New Feature Summary) and Oracle Help Center updates, some links included in the readiness documents will not work until the Oracle Help Center update is complete.
https://docs.oracle.com/en/cloud/saas/epm-cloud/index.html
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
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.
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.
Learn more:
- Watch the webinar on Cloud Customer Connect: Creating and Running a Center of Excellence (CoE) for EPM Cloud
- 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
Business Benefit: A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.
Please Join Oracle Cloud Customer Connect
Please take a moment to join the Cloud Customer Connect forums for EPM Cloud services. Oracle Cloud Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. This is where you will find the latest release information, upcoming events, or answers to use-case questions. Joining takes just a few minutes. Join now!
https://cloud.oracle.com/community
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 EPM Cloud on YouTube, Twitter, Facebook, and LinkedIn.
These are great resources for the latest updates and information about EPM Cloud.
OCI Migration: Oracle-Managed Migration Notifications Being Sent and Customer-Managed Migration Program Ends on April 30, 2023
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.
Over time, Oracle plans to migrate Strategic Workforce Planning Cloud environments currently hosted in Classic commercial data centers to OCI. Two migration options are available:
Oracle has started 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.
If you plan to use customer-managed migration, you should start this process as soon as possible. Customer-managed migration program is available until April 30, 2023. Oracle will not accept any service request for customer-managed migration starting May 1, 2023.
NOTE: At this time, the environments hosted in US-Gov and UK-Gov data centers are not eligible for migration to OCI.
Business Benefits: 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 new Strategic Workforce Planning Cloud features.
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
New Video to Create an EPM Center of Excellence
A Center of Excellence (CoE) is a best practice for EPM. An EPM CoE is a unified effort to ensure adoption and best practices. A helpful new video is available to help you create a Center of Excellence. Watch the video: Creating an EPM Center of Excellence.
Learn more:
- Watch the webinar on Cloud Customer Connect: Creating and Running a Center of Excellence (CoE) for EPM Cloud
- 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
Business Benefit: A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.
Key Resources
- Watch the webinar on Cloud Customer Connect: Creating and Running a Center of Excellence (CoE) for EPM Cloud
- 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
A new version of EPM Automate is now available. This version introduces the getIdleSessionTimeout and setIdleSessionTimeout commands for managing the idle session timeout for EPM Cloud environments. Additionally, the assignRole and unassignRole commands have been updated to allow users assigned to the Service Administrator role only to run them in OCI environments.
getIdleSessionTimeout Command
This command displays the idle session timeout (in minutes) of the Oracle Enterprise Performance Management Cloud environment. After a session is idle for this duration, users are redirected to the Login page.
setIdleSessionTimeout Command
Changes the session timeout (in minutes) of the Oracle Enterprise Performance Management Cloud environment. The default idle session timeout is 75 minutes. You can set a minimum of 15 minutes and maximum of 150 minutes as the idle session timeout value. The new session timeout becomes active after the next daily maintenance of the environment. After a session is idle for the duration specified using this command, the user is redirected to the Login page.
Changes to Role Required to Run assignRole and unassignRole Commands in OCI Environments
Starting with this update, users assigned to the Service Administrator role only can assign and unassign predefined roles in OCI environments. Previously, to successfully run these commands, users were required to have a combination of Identity Domain Administrator and service Administrator roles.
Business Benefit: The getIdleSessionTimeout and setIdleSessionTimeout commands enable you to enforce corporate policies for session timeouts to increase security. Changes to the role requirements for running the assignRole and unassignRole commands bring it in line with the role requirements for these activities in the IDCS Console.
Tips And Considerations
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
Assigning and Unassigning Predefined Roles Using REST APIs in OCI Environments Requires Only the Service Administrator Role
Assigning and unassigning predefined roles using REST APIs in an OCI Environment now requires a user with only the Service Administrator role. Previously, the user issuing these REST APIs in an OCI environment required the Identity Domain Administrator role in addition to the Service Administrator role.
Business Benefit: This behavior matches the requirements for assigning and unassigning predefined roles in My Services UI in Classic environments and IDCS UI and REST API in OCI environments.
Key Resources
- Assign Users to a Predefined Role or Application Role (v1) in REST API for Oracle Enterprise Performance Management Cloud
- Assign Users to a Predefined Role or Application Role (v2) in REST API for Oracle Enterprise Performance Management Cloud
- Remove Users' Role Assignment (v1) in REST API for Oracle Enterprise Performance Management Cloud
- Remove Users' Role Assignment (v2) in REST API for Oracle Enterprise Performance Management Cloud
New Idle Session Timeout Migration REST APIs
New Set Idle Session Timeout and Get Idle Session Timeout REST APIs are available to set and get the idle session timeout of Strategic Workforce Planning Cloud environments. The default idle session timeout is 75 minutes. Using the Set Idle Session Timeout API, you can set a minimum of 15 minutes to a maximum of 150 minutes as the idle session timeout value. After a session is idle for the duration specified using this API, the user is redirected to the Login page.The Get Idle Session Timeout API displays the idle session timeout of the Strategic Workforce Planning Cloud environment.
Business Benefit: These APIs enable you to enforce corporate policies for session timeouts to increase security.
Key Resources
- Set Idle Session Timeout and Get Idle Session Timeout in REST API for Oracle Enterprise Performance Management Cloud
Role And Privileges
- Service Administrators
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
You don't need to do anything to enable this feature.
Key Resources
- Working with Oracle Smart View for Office
Starting Certain Scheduled Jobs Disallowed During the Daily Maintenance Process
To prevent automatic backup from failure due to scheduled jobs, Strategic Workforce Planning Cloud will disallow certain scheduled jobs to start while the daily maintenance process is running.
The following jobs are prevented from starting during the daily maintenance:
- Import Data
- Import Metadata
- Export Data
- Export Metadata
- Refresh Database
- Clear Cube
- Restructure Cube
- Compact Outline
- Merge Data Slices
- Optimize Aggregation
If the system prevents a job from starting, the reason will be stated in the Job Details. If you've enabled email notifications for the Job Console, you'll receive an email notification when a job does not start. If you have a job that is scheduled to start during the daily maintenance process, it is recommended that you reschedule your job to start outside of the daily maintenance window.
Business Benefit: Prevents automatic backup failures due to scheduled jobs.
Key Resources
- Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Valid Intersection and Cell-Level Security Definitions Allow Exclusion of Shared Members
When creating rules for valid intersection and cell-level security definitions, you can now exclude all instances of a member from both the base hierarchy and from the alternate hierarchies.
When selecting members for valid (or invalid) intersections and cell-level security rule definitions, a new menu option, Exclude All, is available. Selecting Exclude All excludes members by name. If a base member is specified, then the base and all of its shared members will be excluded. If a shared member is specified, then this member, its base member, and all other shared members of this member will be excluded.
The existing menu option has been renamed from Add Exclusion to Exclude. The behavior for Exclude has not changed; selecting this option excludes members by ID. Only the specified members (base or shared) will be excluded.
You can select Remove Exclude or Remove Exclude All to remove an exclusion.
Also, when exporting valid intersection or cell-level security definitions, a new Exclusion All column has been added to the Sub Rules sheet for each dimension included in the definition.
Business Benefit: The ability to exclude members from all hierarchies gives you more flexibility in valid intersection and cell-level security definitions.
Key Resources
- Administering Planning
New Examples for Groovy Feature to Write a Log File
You now have new examples to help you create and write to a file using PrintWriter from Groovy scripts. To find the examples, click the examples link under Example Groovy Scripts in EPM Groovy Rules Java API Reference. The page has also been enhanced to help you find the examples more easily.
For details on writing log files in Groovy, see EPM Script in EPM Cloud Groovy Rules Java API Reference.
This feature can be used by any application that has access to Groovy.
Business Benefit: This allows you to view the log file when using and troubleshooting Groovy business rules.
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
- 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 And Privileges
- Calculation Manager Business Rule Designer
Data Management Feature Replacement by Data Integration
Data Integration is the next generation of the Data Management user interface, enabling users to easily build and manage Strategic Workforce Planning 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. Integration definitions built with Data Management are also visible in Data Integration, which enables an easy transition. (Data Integration is a new UI on the Data Management data model and does not require migration of content from Data Management to Data Integration).
This will be a gradual process; 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 in Strategic Workforce Planning.
Starting with the July (23.07) update, the following features will no longer be available in Data Management, but will be available in Data Integration. Data Integration is available from the Data Exchange card from the home screen in Strategic Workforce Planning, and users can access these features in the current Strategic Workforce Planning update.
Data Management Feature | Data Integration Feature | 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. |
Integration definitions built with Data Management are visible in Data Integration which enables an easy transition. (Data Integration is a new UI on the Data Management data model). 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 should be available sometime in CY23. (Safe Harbor applies.)
- 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 for Strategic Workforce Planning. Select 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 more easily build and manage Strategic Workforce Planning integrations.
Key Resources
Shared Reports and Shared Objects Support in Strategic Workforce Planning Cloud
Shared reports and objects are now supported in Strategic Workforce Planning Cloud.
Shared reports are a new artifact type that designates all report objects (Grids, Charts, Text boxes, and Images) in the shared report as shared objects. Shared objects can be inserted into other Reports, providing a single point of maintenance for the inserted objects within the Shared Report. If a shared object is updated in its source shared report, all the subscribing reports that contain the shared object will be automatically updated.
Business Benefit: This feature provides you a single point of maintenance for the inserted objects within the Shared Report.
Key Resources
- Designing with Reports for Oracle Enterprise Performance Management Cloud:
Copy Data Enabled for Aggregate Storage Cubes in Planning
The ability to copy data for aggregate storage cubes in Planning is now enabled.
Previously, Planning only allowed you to copy data for block storage cubes. You now have the ability to copy data for aggregate storage cubes as well.
To copy data in Planning, click Navigator, and then under Actions, click Copy Data. Click the Cube drop-down list to view all available cubes.
Business Benefit: The ability to copy data for aggregate storage and block storage cubes gives you more flexibility.
Key Resources
- Administering Planning
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.
Strategic Workforce Planning Cloud Plan to Transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM)
Strategic Workforce Planning Cloud environments on OCI (Gen 2) will transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM) domains in the coming months. For information on IAM, see Overview of Identity and Access Management.
After this transition, existing IDCS administration and My Profile functionalities will remain the same, but will be hosted on Oracle Cloud Console. The Oracle Cloud sign-in page will have an updated design to match the latest Oracle Cloud design guidelines.
Please see Schedule - Identity Domains to Existing OCI Tenancies for the estimated schedule for introducing OCI IAM identity domains to different OCI regions.
New Version of Oracle Smart View for Office
Oracle Smart View for Office version 23.100 is tentatively planned to be available for download in calendar year late Q1 / early Q2 (safe harbor applies) from My Oracle Support and Oracle Technical Resources (formerly Oracle Technology Network).
The following new features are included:
- Compatibility of Forms and Ad Hoc Grids Between Smart View and Smart View (Mac and Browser)
- Search for Forms and Other Artifacts in Smart View
- Freeze Row and Column Headers Using Smart View Options
- New Smart View Options for Formatting Numbers, including:
- Increased number of decimal places
- Multiple formats for displaying negative numbers
- Custom format for numbers
- Load Pages on Demand for Opening Forms Faster
- Ability to Preview POV while Importing Reports
- Support for Microsoft Office Themes (Including Dark Theme)
- New VBA: HypGetErrorInfo
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
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:
- Create a group in Access Control with all Strategic Workforce Planning Cloud users as its members.
- 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.
Task Manager Email Notification Settings
Starting in the April (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.
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.
Internet Explorer 11 End of Support and Smart View
Microsoft 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://support.oracle.com/epmos/faces/DocumentDisplay?id=2877741.1.
Updated Smart View Browser Extension Required for Chrome and Edge
An updated Smart View browser extension for Google Chrome and Microsoft Edge is available. This extension is required for Oracle Smart View for Office to interact with supported browser-based Strategic Workforce Planning Cloud business processes in these ways:
- Starting in a form or ad hoc grid in Smart View, use drill-through to launch an application web page in a browser.
- Starting in a web application, launch a form or ad hoc grid in Smart View for Excel.
- Starting in a Task List in Smart View, opening a task in a browser.
This update is required only if your default browser is Chrome or Edge. If your default browser is Mozilla Firefox, then this update does not affect you.
The extension is available in the Chrome Web Store from either the Chrome or Edge browser. In the Chrome Web Store, search for "smart view" to locate the extension update. the version number is 22.200. Then follow the instructions for Google Chrome or Microsoft Edge in Installing Browser Add-ons in the Oracle Smart View for Office Installation and Configuration Guide.
Note that after January 1, 2023, the current browser extension will no longer work with Chrome or Edge. You must update your extension by that date in order to continue interactions between Smart View and browser-based business processes in Strategic Workforce Planning Cloud.
Office 365 Add-ins Command Change by Microsoft to Impact Buttons in Smart View (Mac and Browser)
To improve security in Office Add-ins, Microsoft Office 365 will be making changes to its ExecuteFunction add-in command from October 30, 2022. Since Smart View for Office (Mac and Browser) uses this command in its ribbon buttons and menus, some buttons may stop working from October 30. For example, buttons such as Undo, Redo, or Refresh on the Smart View and provider ribbons. This issue is resolved in the latest Smart View update of 22.11. As the changes are limited to server update, you are not required to create and deploy a new manifest file again for resolving this issue.
For more information on Microsoft’s announcement, see Announcing changes to Office Add-ins’ ExecuteFunction commands.
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
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)
Reports Change in Behavior for Conditional Suppression
In the upcoming April (23.04) update, there will be a change in the way Conditional Suppression and Basic Suppression work together, due to a fix to address a related issue.
Starting with the 23.04 update, if you have a grid with Conditional Suppression defined and there is a single conditional expression, such as Data Values in Current Row/Column > 1000, and if you also have Basic Suppression such as Suppress No Data enabled, then you must modify the Conditional Suppression definition to include a conditional expression for Basic Suppression applied, such as Data Values in Current Row/Column = No Data. This applies to all the Basic Suppression types (No Data, No Access, Zero, and Error).