For Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, November 3, 2023
For Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, November 17, 2023.
Key Updates for EPM Cloud
REST API to create a job to copy library artifacts
The Copy Artifact From Library job copies the content of a library artifact to the default download location, where you can download it to your local computer.
Additional Groovy example and information to help with DataGridBuilder
New and enhanced examples to help you build Groovy business rules when working with the DataGridBuilder class. The new example shows how a Groovy script executed by an end user can load data on behalf of a system user with DataGridBuilder.
Stronger encryption algorithm for navigation flows and connections
Starting with this update, the encryption algorithm used to store the credentials provided while creating Connections has been strengthened to AES-256.
Standardized application role names
| Existing Application Role Name | New Application Role Name |
| Access Control Manager | Access Control – Manage |
| Ad Hoc Grid Creator | Ad Hoc – Create |
| Ad Hoc Read Only User | Ad Hoc – Read Only User |
| Ad Hoc User | Ad Hoc – User |
| Announcements Manage | Announcements – Manage |
| Application Creator | Application – Create |
| Approvals Administrator | Approvals – Administer |
| Approvals Ownership Assigner | Approvals – Assign Ownerships |
| Approvals Process Designer | Approvals – Design Process |
| Approvals Supervisor | Approvals – Supervise |
| Auditor | Audit |
| Clear POV Data | POV Data – Clear |
| Consolidation Journals – Approve | Consolidation Journals – Approve |
| Consolidation Journals – Auto-Post After Approval | Consolidation Journals – Auto-Post After Approval |
| Consolidation Journals – Create | Consolidation Journals – Create |
| Consolidation Journals – Manage Periods | Consolidation Journals – Manage Periods |
| Consolidation Journals – Post | Consolidation Journals – Post |
| Consolidation Journals – Submit | Consolidation Journals – Submit |
| Consolidation Journals – Un-Post | Consolidation Journals – Un-Post |
| Copy POV Data | POV Data – Copy |
| Create/ Edit Rule | Rule – Create/Edit |
| Create Integration | Data Integration – Create |
| Create Model | Model – Create |
| Create POV | POV- Create |
| Create Profit Curve | Profit Curve – Create |
| Data Integration Administrator | Data Integration – Administrator |
| Delete Calculation History | Calculation History – Delete |
| Delete Model | Model – Delete |
| Delete POV | POV – Delete |
| Delete Rule | Rule – Delete |
| Documents – Manage | Documents – Manage |
| Drill Through | Data Integration – Drill Through |
| Edit POV Status | POV Status – Edit |
| Edit Profit Curve | Profit Curve – Edit |
| Manage Alert Types | Alert Types – Manage |
| Manage Announcements | Announcements – Manage |
| Manage Data Loads | Data Loads – Manage |
| Manage Organizations | Organizations – Manage |
| Manage Periods | Periods – Manage |
| Manage Profiles and Reconciliations | Profiles and Reconciliations – Manage |
| Mass Allocation | Application – Mass Allocate |
| Mass Edit of Rules | Rules – Mass Edit |
| Migration Administrator | Migrations – Administer |
| Reconciliation Commentator | Reconciliation – Commentator |
| Reconciliation Manage Currencies | Currencies – Manage |
| Reconciliation Manage Dashboards | Dashboards – Manage |
| Reconciliation Manage Public Filters and Lists | Public Filters and Views – Manage |
| Reconciliation Manage Reports | Reports – Manage |
| Reconciliation Manage Teams | Teams – Manage |
| Reconciliation Manage Users | Users – Manage |
| Reconciliation Preparer | Reconciliation – Preparer |
| Reconciliation Reviewer | Reconciliation – Reviewer |
| Reconciliation View Jobs | Jobs – View |
| Reconciliation View Profiles | Profiles – View |
| Run Calculation | Calculation – Run |
| Run Integration | Data Integration – Run |
| Run Profit Curve | Profit Curve – Run |
| Run Rule Balancing | Rule Balancing – Run |
| Run Trace Allocation | Trace Allocation – Run |
| Run Validation | Model Validation – Run |
| Task List Access Manager | Task List – Manage Access |
| Task Manager – Approver | Task Manager – Approver |
| Task Manager – Assignee | Task Manager – Assignee |
| Task Manager – Manage Artifacts | Task Manager – Artifacts – Manage |
| Task Manager – Manage Dashboards | Task Manager – Operational Dashboards – Manage |
| Task Manager – Manage Public Filters and Lists | Task Manager – Public Filters and Views – Manage |
| Task Manager – Manage Reports | Task Manager – Custom Reports – Manage |
| Task Manager – Manage System Services and Settings | Task Manager – System Services and Settings – Manage |
| Task Manager – Manage Tasks | Task Manager – Tasks – Manage |
| Task Manager – Manage Users and Teams | Task Manager – Users and Teams – Manage |
| Task Manager – View Audit | Task Manager – Audit – View |
| View Audit | Audit – View |
| View Calculation History | Calculation History – View |
| View Creator | Views – Create |
| View Model | Model – View |
| View Periods | Periods – View |
Forms 2.0 and Dashboards 2.0 functionality now available
Forms 2.0 features:
- Forms runtime-only improvements
- Usability improvements
- Better scalability and enhanced performance
- Standardized menus for performing global actions on forms, setting POV preferences, and a new Quick toolbar for performing such actions as Adjust, Spread, and adding Comments
- Greater consistency between Web forms and Smart View forms
- Sophisticated POV member selection with Jet Member Selector
- Easily switch from Forms 1.0 to Forms 2.0 and back using a new Forms Version setting in Application Settings
- Users can now use calc on the fly in the web and in Smart View, available when administrators enable a new Grid Properties setting
Dashboard 2.0 features
- Revitalized Dashboard Designer
- New Grid chart type that renders Forms 2.0 inside Dashboard 2.0 which supports data write-back
- New URL and Commentary types of Dashboard objects
- Conversion utility to easily convert 1.0 to 2.0 individually or at a folder level on the Dashboards page
- New user interface for associating business rules
- Ability to display multiple Gauge, Pie, and Doughnut charts inside one Dashboard component
- Sophisticated POV member selection with Jet Member Selector
- Increased supported tiles from 6 to 10 in one component, and increased number of components on a dashboard from 9 to 12
- Introduced new “Edit without Data” option
- Introduced a Save option at the Dashboard level which will write-back Grid Data updates. Also, Associated Business Rules will be run by enabling User to input Run-time Prompts
- Complies with defined Valid Intersections in Dashboard POV Member Selections
To work with Forms 2.0 and Dashboard 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.
Displaying real-time progress status for Data Maps and Smart Push
When pushing data using data maps and smart push, the Job Details page now shows comprehensive information about each job’s operations, including the completion status and duration.
New Connector option for EPM Cloud to Netsuite Connections
Customers who wish to load data from Netsuite to their application in the EPM Cloud can now use the Oracle EPM Connector SuiteApp to do so.
New Upload and Download File options for File Operations job type
The Upload file operation enables to you to copy a file from a local EPM Cloud server to another EPM Cloud server. The Download file operation enables you to copy a file from a remote EPM Cloud server to a local EPM Cloud server.
Ability to migrate Financial Reporting saved objects to Reports in the platform
For Reports in the EPM Cloud Platform business processes, you can now migrate Financial Reporting (FR) saved objects (grids, text boxes and images) to Reports
If you have any questions regarding the features in current or future Oracle Release Updates, reach out to the Business Enablement and Managed Services team at Stratos.
