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Monthly UpdateBusiness ProcessFeatureDescriptionBusiness Benefit
June 2023ARActivity Report Now Includes Cloud Infrastructure and New Profitability and Cost Management Runtime MetricsThe Activity Report now lists the type of cloud infrastructure where the environment is hosted. The values of cloud infrastructures are:Business Benefit
June 2023ARVirus Scan on Uploaded Files in OCI (Gen 2) EnvironmentsService 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.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.
June 2023ARREST APIs for Virus Scan in OCI (Gen 2) EnvironmentsTwo 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.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.
June 2023ARREST APIs for Groups and Roles Can Now Also Be Run with the Access Control Manager Application RoleREST APIs that perform access control functions with groups and roles have been enhanced so that they can also be run by users with the Access Control Manager application role. This role is available only for Oracle Enterprise Data Management Cloud at this time.strongChanges to the group and role REST APIs provide delegation of duties so that a non-Service Administrator can manage groups and roles.
June 2023ARREST API Updates Adding and Removing Users from an Identity DomainTwo 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.The new version of the REST APIs is easier to use, and does not require URL encoding.
June 2023AROracle Cloud Readiness AppA 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: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.
June 2023AROCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Not Available Any LongerOne 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 EPM 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.emOCI 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 EPM Cloud features that are not available in Classic EPM Cloud.
June 2023ARNew Setting in Formats to Prevent Upload of FilesA new option named Prevent File Upload is added to formats. When this option is selected for a format, users cannot attach files to the reconciliations that use this format. Users may still use the option to attach a link.This setting enables Service Administrators to prevent users from uploading files to certain reconciliations.
June 2023ARNew EPM Center of Excellence Web PageVisit 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 an EPM 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 Cloud Enterprise Performance Management (EPM).A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.
June 2023ARHelpful InformationDocumentation Updates Available One Week After Readiness DocumentsThese resources can help you optimize your EPM implementation and user experience by providing valuable information and user assistance.
June 2023AREPM Automate UpdatesA 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. Additionally, a new optional parameter messageType has been added to the validateModel command to record validation status. Also, commands that perform Access Control functions (assignRole, addUsertoGroups, addUserstoGroup, createGroups, deleteGroups, removeUserFromGroups, removeUsersFromGroup, roleAssignmentReport, unassignRole, and userGroupReport) have been enhanced so that they can be run also by users assigned to the Access Control Manager application role, which is a new role available only for Oracle Enterprise Data Management Cloud at this time.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. Update to the validateModel command brings its behavior in line with screen-based model validation. Changes to the Access Control group and role management commands provide for delegation of duties so that a user who is not assigned to the Service Administrator predefined role can manage groups and roles.
June 2023ARAnnouncement: Data Management Feature Migration to Data IntegrationStarting 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 in the Cloud EPM Business Process, and users can access these features in the current Cloud EPM 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 Integration is the next generation of the Data Management user interface. It enables users to build and manage Cloud EPM integrations more easily.
June 2023EDMAccess Control Manager and Migration Administrator RolesAdditional granular roles are available to enable the management of user access and perform migrations without requiring the Service Administrator role. The Access Control Manager role provides the ability to manage groups and roles, and to and report on user security. The Migration Administrator role allows for importing and exporting migration snapshots and cloning of environments.Organizations that need certain users to manage access control and/or perform migrations without giving them the Service Administrator role can now do so.
June 2023EDMVirus Scan on Uploaded Files in OCI (Gen 2) EnvironmentsService 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.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.
June 2023EDMSupport for Oracle Enterprise Data Management Cloud in the Oracle Implementation Success ProgramThe Oracle Implementation Success Program (ISP) now supports Oracle Enterprise Data Management Cloud.ISP is a customer-focused initiative that strives to significantly increase the success rate of Oracle Enterprise Data Management Cloud implementations.
June 2023EDMSelected Node Retained in Displayed Viewpoints for RequestsWhen submitting and approving requests, displayed viewpoints now retain the currently selected node after a request has been transitioned or closed by the user. In previous releases, the displayed viewpoints would be refreshed and the selected nodes would not be preserved.In situations where a user is working with multiple requests, this enhancement retains the current position in the displayed viewpoints so that users don't have to re-navigate manually after a request is submitted, approved, or closed.
June 2023EDMRolling Period Time Labels for Fiscal Year and Quarter EndRolling time labels can be defined using a Fiscal Quarter End or Fiscal Year End period type to enable dynamic, time labeled viewpoints based on a fiscal calendar. A Fiscal Year End Month system setting is available to configure the end month of an organization's fiscal calendar.This feature provides the ability to analyze periodic snapshots of data based on a fiscal calendar instead of the Gregorian calendar.
June 2023EDMREST APIs for Virus Scan in OCI (Gen 2) EnvironmentsTwo 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.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.
June 2023EDMREST APIs for Groups and Roles Can Now Also Be Run with the Access Control Manager Application RoleREST APIs that perform access control functions with groups and roles have been enhanced so that they can also be run by users with the Access Control Manager application role. This role is available only for Oracle Enterprise Data Management Cloud at this time.strongChanges to the group and role REST APIs provide delegation of duties so that a non-Service Administrator can manage groups and roles.
June 2023EDMREST API Updates Adding and Removing Users from an Identity DomainTwo 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.The new version of the REST APIs is easier to use, and does not require URL encoding.
June 2023EDMREST API to Get Lineage of a RequestA REST API is available to get the lineage of a specified request. This REST API can be used to determine whether subscriptions for an original request synchronized changes to other viewpoints, and to identify the target applications which were affected.This feature enables automated integration processes to incrementally import data from a source application, synchronize the changes to target applications using subscriptions, and then export those changes to the appropriate external systems.
June 2023EDMRequired Description for Requests in Specific ViewsViews can be configured to require users to provide a description for requests they submit. When a request description is required, a default description is not generated for interactive requests and the submitting user needs to provide one instead. Placeholder text can be customized to instruct users on the type of information which should be included in the description of requests for a specific view.This feature enables you to specify that for certain types of requests, summary information such as a business justification are required in order to comply with governance procedures and to secure the necessary approvals.
June 2023EDMReplay Subscriptions as View OwnerView owners can replay subscriptions for requests in their views which have one or more failed subscriptions. Previously, only service administrators were able to replay subscriptions for an original request.This feature provides more granular control over who can resolve configuration issues with subscriptions.
June 2023EDMReplace Permissions and Policy Groups During Template ImportImport options are available to control how changes to permissions and policy groups are applied during a template preview or import process. By default, new permissions and policy groups from the source template are merged with existing permissions and policy groups in the target environment. A Replace Permissions option can be used to replace existing permissions in the target environment with those from the source template. A Replace Policy Groups option allows for existing policy groups to be replaced with those from the template. The template import options are available on the Templates page of the user interface and the REST API.This feature provides a way to ensure that user and group permissions are the same across multiple Enterprise Data Management environments such as Test and Production. It also provides a way to ensure that users and groups assigned to workflow policies are consistent across these environments.
June 2023EDMPrivate and Public Extracts for Dimension ViewpointsPrivate extracts can be defined and run by any user with Participant permission or greater to a viewpoint. Public extracts can only be defined by users with Owner or Metadata Manager permission to a dimension. New extracts are created as private and can be separately promoted to public after creation as necessary. Global connections can only be used in public extracts. Pre-existing extracts which were previously created are upgraded to public extracts.This provides users who have Participant permission for browsing or editing data in viewpoints the ability to define and run their own extracts from those viewpoints.
June 2023EDMOracle Cloud Readiness AppA 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: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.
June 2023EDMOCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Not Available Any LongerOne 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 EPM 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.emOCI 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 EPM Cloud features that are not available in Classic EPM Cloud.
June 2023EDMNew EPM Center of Excellence Web PageVisit 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 an EPM 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 Cloud Enterprise Performance Management (EPM).A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.
June 2023EDMMetadata Manager Permission for Applications and DimensionsA Metadata Manager permission can be granted to users and groups to allow them to create, edit, and delete metadata objects without giving them access to data. Metadata Manager permission can be assigned at the application or dimension level. This permission allows for administration of all metadata objects in an application or dimension including node types, hierarchy sets, converters, custom validations, permissions, and policies. Metadata managers must be granted an additional permission in order to give them access to data in the application or dimension.This enhancement provides the ability to grant users and groups permissions at a more detailed level. For example, a user may need to manage metadata in an application but should not be able to access the data within it or delete the application.
June 2023EDMInspect Compare Profile from Compare Pane in Open ViewPredefined compare profiles can be inspected from the Compare Viewpoints pane in an opened view. This allows for easy access to the details of the compare profile and enables view owners to quickly modify the compare parameters if necessary.When performing viewpoint comparisons, it is helpful to access the details of a selected compare profile and make changes to the compare parameters to return different results.
June 2023EDMImproved Subscription Handling for Insert and Property Update ActionsSubscriptions have been improved to ensure proper synchronization of changes in the following scenarios:In these exceptional cases, this improvement helps subscriptions to properly synchronize the changes from a source viewpoint to target viewpoints.
June 2023EDMIdentify Viewpoint Class from View InspectorThe viewpoint class (Normal or Time Labeled) is now available for viewpoints displayed on the Viewpoints tab of the View inspector.Displaying the viewpoint class enables users to quickly identify which viewpoints in a view are normal vs. time labeled.
June 2023EDMIdentify Extract Type from Dimension InspectorThe extract type (Full or Incremental) is displayed for extracts on the Extracts tab of the Dimension inspector.This enhancement helps users identify the extract type when browsing extracts for a dimension, which is helpful when determining which extract to select or whether a new extract needs to be created.
June 2023EDMHierarchy Set for Node Objects in ExpressionsHierarchy set information is accessible within an expression to allow for conditional logic based on the hierarchy set of a node in a viewpoint. The HierarchySet attribute on a Node object can be used to identify the hierarchy set of the current node, a related node in the viewpoint, or a source node.This enables expressions for calculated parents, derived properties, custom validations, and policy filters to behave differently based on the hierarchy set of a viewpoint.
June 2023EDMHelpful InformationDocumentation Updates Available One Week After Readiness DocumentsThese resources can help you optimize your EPM implementation and user experience by providing valuable information and user assistance.
June 2023EDMGrant Multiple Permissions to Applications and Dimensions for Same User or GroupUsers and groups can be granted multiple permissions to a selected application or dimension. The permission report and audit pages now support multiple permissions to an application or dimension for the same user/group.This provides users the ability to manage metadata while having limited data access, which requires the combination of multiple permissions such as Metadata Manager and Participant.
June 2023EDMEPM Automate UpdatesA 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. Additionally, a new optional parameter messageType has been added to the validateModel command to record validation status. Also, commands that perform Access Control functions (assignRole, addUsertoGroups, addUserstoGroup, createGroups, deleteGroups, removeUserFromGroups, removeUsersFromGroup, roleAssignmentReport, unassignRole, and userGroupReport) have been enhanced so that they can be run also by users assigned to the Access Control Manager application role, which is a new role available only for Oracle Enterprise Data Management Cloud at this time.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. Update to the validateModel command brings its behavior in line with screen-based model validation. Changes to the Access Control group and role management commands provide for delegation of duties so that a user who is not assigned to the Service Administrator predefined role can manage groups and roles.
June 2023EDMDownload Viewpoint Compare Results to FileViewpoint compare results can be downloaded to an Excel file for offline reference or to work with the results in an external format. The file contains separate worksheets for the compare summary, missing nodes, different relationships, and different property values. Compare results of each type are included as separate rows in the file.This provides users a way to perform recurring comparisons in order to report on changes to data over time or to share the differences between applications with other stakeholders.
June 2023EDMDownload Property Definitions to FileProperty definitions can be downloaded to an Excel file in a report format to offer visibility and comparison of property parameters across applications and node types. You can either download all properties or an individual selected property. The file includes separate worksheets for property parameters, allowed values, invalid values, and expressions.This provides application owners and Service Administrators a way to download an offline listing of property definitions for reference purposes and an easy way to filter and visually compare property parameters at the base, application, and node type level.
June 2023EDMDownload Policy Audit Results to FileWhen auditing changes to workflow policies, policy audit results can be downloaded to an Excel file for offline reference or to share with other interested parties.This information can be used in a governance process which monitors and controls policy enforcement within an organization.
June 2023EDMDetermine Parent Node Type When Calculating Parent in Target ViewpointWhen calculating the parent of a node in a hierarchy viewpoint, the parent could be of multiple node types. To determine the appropriate node type, a node lookup is performed to identify an existing node in one of the node types for the viewpoint.This provides a way to determine the correct node type for a calculated parent in a hierarchy viewpoint in subscriptions, request file loads, and when creating request items from compare differences.
June 2023EDMDerived and Stored Default Type for PropertiesNode level properties can be configured with a Derived and Stored default type to calculate and store a value based on an expression. Property values are derived during a request and stored once a request has reached Completed status. Existing derived and stored property values are recalculated when clearing the value of the Derived and Stored property. Derived and stored properties can generate new values as part of a request, when importing a dimension, or during a viewpoint load.Property values which are derived and stored can be indexed for query purposes. They can also be derived from information in a hierarchy viewpoint and be accessible as stored values in a list viewpoint.
June 2023EDMActivity Report Now Includes Cloud Infrastructure and New Profitability and Cost Management Runtime MetricsThe Activity Report now lists the type of cloud infrastructure where the environment is hosted. The values of cloud infrastructures are:Business Benefit
June 2023EPM Cloud CommonActivity Report Now Includes Cloud Infrastructure and New Profitability and Cost Management Runtime MetricsThe Activity Report now lists the type of cloud infrastructure where the environment is hosted. The values of cloud infrastructures are:Business Benefit
June 2023EPM Cloud CommonVirus Scan on Uploaded Files in OCI (Gen 2) EnvironmentsService 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.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.
June 2023EPM Cloud CommonUpdated EPM Books Extension for Smart ViewAn 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.Downloading and installing the latest EPM Books extension for Smart View gives you access to the latest features, improvements, and defect fixes.
June 2023EPM Cloud CommonSupplemental Data Status Column ChangesThe Supplemental Data feature is now enhanced with updated status columns.These updated status columns provide a common process for reporting the workflow status across Supplemental Data, Enterprise Journals, and Task Manager objects.
June 2023EPM Cloud CommonREST APIs for Virus Scan in OCI (Gen 2) EnvironmentsTwo 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.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.
June 2023EPM Cloud CommonREST APIs for Groups and Roles Can Now Also Be Run with the Access Control Manager Application RoleREST APIs that perform access control functions with groups and roles have been enhanced so that they can also be run by users with the Access Control Manager application role. This role is available only for Oracle Enterprise Data Management Cloud at this time.strongChanges to the group and role REST APIs provide delegation of duties so that a non-Service Administrator can manage groups and roles.
June 2023EPM Cloud CommonREST API Updates Adding and Removing Users from an Identity DomainTwo 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.The new version of the REST APIs is easier to use, and does not require URL encoding.
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