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EPM Cloud

Troubleshooting EPM Cloud Issues - New Section is Now Available in the Enterprise Performance Management (EPM) Cloud Guides

Attention all Enterprise Performance Management (EPM) Cloud Customers! Check out the new Troubleshooting EPM Cloud Issues section that was added by our development team! Troubleshooting EPM Cloud Issues was recently included in the Getting Started with Oracle Enterprise Performance Management Cloud for Administrators Guide. Development will continue to add new topics to this section on a regular basis. Bookmark this page so that you can refer back to the guide for new updates.   Before submitting a service request: In the event that the tips suggested do not resolve your issue, guidance is provided as to what information clients should provide in Service Requests to facilitate more efficient/effective review and troubleshooting by support and development. Review the "Getting Help from Oracle" section In addition, please note that some topics may also have its own "Getting Help" section; which provides a list of additional required information that Oracle needs from you to help expedite the troubleshooting of that specific topic. Be sure to provide Oracle with this information when creating the service request.   References: Troubleshooting EPM Cloud Issues Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Getting Help from Oracle  

Attention all Enterprise Performance Management (EPM) Cloud Customers! Check out the new Troubleshooting EPM Cloud Issues section that was added by our development team! Troubleshooting EPM Cloud Issues ...

EPM On Premise

Essbase Patch Set Update 11.1.2.4.036 is Available

The Hyperion Product Management recently advised the release of Patch Set Updates (PSU) for Oracle Hyperion Essbase 11.1.2.4.x. These PSU downloads are available from the  My Oracle Support > Patches & Updates section. Hyperion Essbase Server 11.1.2.4.036 30361505 - HYPERION ESSBASE SERVER 11.1.2.4.036 Hyperion Essbase Client 11.1.2.4.036 30361519 - HYPERION ESSBASE RTC 11.1.2.4.036 30361511 - HYPERION ESSBASE CLIENT 11.1.2.4.036 30361507 - HYPERION ESSBASE CLIENT MSI 11.1.2.4.036 Hyperion Analytic Provider Services 11.1.2.4.036 30361499 - HYPERION ANALYTIC PROVIDER SERVICES 11.1.2.4.036   RECOMMENDATIONS: Caution: Oracle recommends using the same version of all Essbase portfolio products (Essbase, Essbase Administration Services, Hyperion Provider Services, and Essbase Studio) and components (server, client, runtime client, API, and JAPI). When only some Essbase portfolio products are included in a patch release, the last released versions of the products that are not included in the patch are supported. Essbase Administration Services 11.1.2.4.035, Provider Services 11.1.2.4.036, and Essbase Studio 11.1.2.4.031 are supported for use with Essbase 11.1.2.4.036. Recommendation: After you apply a patch within the same release codeline, Oracle recommends as a best practice that you export the data from your databases, clear the data from the databases, and then reload the data. README FILE: Refer to the Readme files prior to proceeding with these PSU implementations for important information that includes the supported paths per component, along with a full list of the defects fixed, additional support information, prerequisites, details for applying patch and troubleshooting FAQ's. It is important to ensure that the requirements and support paths to this patch are met as outlined within the Readme file. The Readme file is available from the Patches & Updates download screen for each of the Hyperion Essbase components.   Why not share your experience about installing this patch ... In the MOS | Patches & Updates screen for the relevant patch, simply click the "Start a Discussion" and submit your review. The patch install reviews and other patch related information is available within the My Oracle Support Communities. Visit the Oracle Hyperion EPM sub-space: Hyperion Patch Reviews   For questions specific to Hyperion Essbase ... The My Oracle Support Community "Hyperion Essbase" is the ideal first stop to seek & find product specific answers.   To locate the latest Essbase Patch Sets and Patch Set Updates at anytime visit the My Oracle Support (MOS) Knowledge Article: Available Patch Sets and Patch Set Updates for Oracle Hyperion Essbase Doc ID 1396084.1   DOCUMENTATION: Oracle Help Center provides the Enterprise Performance System (EPM) 11.1.2.4 documentation, with the guides including Deployment & Installation, Best Practices, Accessibility Guides and more.     The Hyperion Essbase 11.1.2.4 product specific guides are located within Oracle Applications - Enterprise Performance Management tab:     Oracle Help Center | Oracle EPM System Documentation

The Hyperion Product Management recently advised the release of Patch Set Updates (PSU) for Oracle Hyperion Essbase 11.1.2.4.x. These PSU downloads are available from the  My Oracle Support > Patches &...

BI On Premise

Advisor Webcast: Oracle Business Intelligence Enterprise Edition (OBIEE): How to Use the Web Services

Don't forget to register for the following Advisor Webcast scheduled for November 14, 2019. Oracle Business Intelligence Enterprise Edition (OBIEE): How to use the Web Services Schedule Thursday , November 14, 2019 08:00 AM (US Pacific Time) Thursday , November 14, 2019 11:00 AM (US Eastern Time) Thursday , November 14, 2019 05:00 PM (Central European Time) Thursday , November 14, 2019 09:30 PM (India Standard Time)   Abstract: This one-hour advisor webcast is recommended to technical users who want to integrate Oracle Business Intelligence Enterprise Edition (OBIEE) into third party applications using the provided Web Services. We will cover how to access the WSDL for BIEE and a few examples of the available services.   Topics Include: Introduction Demonstration using SoapUI Demonstration using Java Q & A   For Additional Information and Registration Details: Register for this Advisor Webcast on on My Oracle Support Community Oracle Business Intelligence Enterprise Edition (OBIEE): How to use the Web Services scheduled on November 14, 2019 To view scheduled & archived recordings of previous webcasts: Business Analytics Advisor Webcasts visit Doc ID 1456233.1

Don't forget to register for the following Advisor Webcast scheduled for November 14, 2019. Oracle Business Intelligence Enterprise Edition (OBIEE): How to use the Web Services Schedule Thursday ,...

EPM Cloud

Advisor Webcast: FCCS Monthly Tech Talks - The Basics of Consolidation and What's New in 19.11

Don't forget to register for the following Advisor Webcast scheduled for November 19, 2019. FCCS Monthly Tech Talks - The Basics of Consolidation and What's New in 19.11 Schedule Tuesday , November 19, 2019 08:00 AM (US Pacific Time) Tuesday , November 19, 2019 11:00 AM (US Eastern Time) Tuesday , November 19, 2019 05:00 PM (Central European Time) Tuesday , November 19, 2019 09:30 PM (India Standard Time)   Abstract: This one-hour Advisor Webcast is recommended for technical users, functional users, system administrators, Database Administrators, etc. who are interested in the Consolidation process in FCCS. This Advisor Webcast will take a closer look at the process, including data flow, and the consolidation dimension that delineates the information. It will also cover important details of the 19.11 What’s New document.   Topics Include: Consolidation Process Data Flow The Consolidation Dimension 19.11 What's New Q&A   For Additional Information and Registration Details: Register for this Advisor Webcast on on My Oracle Support Community FCCS Monthly Tech Talks - The Basics of Consolidation and What's New in 19.11 to be held on November 19, 2019 To view scheduled & archived recordings of previous webcasts: Business Analytics Advisor Webcasts visit Doc ID 1456233.1

Don't forget to register for the following Advisor Webcast scheduled for November 19, 2019. FCCS Monthly Tech Talks - The Basics of Consolidation and What's New in 19.11 Schedule Tuesday , November 19,...

EPM Cloud

Tax Reporting - November 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Tax Reporting. Tax Reporting - November 2019 Enterprise Performance Management (EPM) Cloud Common - November 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, November 1, 2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 23:00 UTC (15:00 PST) on Friday, November 15,  2019.   Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components: New Videos New User Group Report New EPM Automate Utility Version New Features in Smart View for Office (Mac and Browser) Planning Label in Migration Changed to Core New Menu in Modal Dialogs Provides Access to Provide Feedback and Customer Connect Group Export and Import Options Removed from Access Control New Home Page Icon for Switching Navigation Flows at Runtime Access to Data Integration Extended Updates to EPM Cloud Groovy Rules Java API Creating a Drill-Down Without a Source System Landing Page Using the EPM Integration Agent New REST API to Generate a User Group Report EPM Cloud Common - Upcoming Changes Removal of Instance Name from Predefined Role Names Planner Role to Be Renamed as User EPM Cloud's New Look and Feel Predefined Role Names as EPM Cloud Key Words Query Governor on BSO and ASO Cubes Classic Dimension Editor Considerations Job Scheduler Now Supports the Starting Hour and Minute   Tax Reporting: This section contains information related to Tax Reporting. Announcements: Removal of Tax Reporting Sample Application for Legacy Licenses Upcoming Changes: Future New Connection Type and Advanced Options for External Connections for Tax Reporting Classic Dimension Editor Removal of .XLS Format as Report Export Option   Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) ================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Tax Reporting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1  

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Tax Reporting. Tax Reporting - November 2019 Enterprise Performance...

EPM Cloud

Profitability and Cost Management - November 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Profitability and Cost Management. Profitability and Cost Management - November 2019 Enterprise Performance Management (EPM) Cloud Common - November 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, November 1, 2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 23:00 UTC (15:00 PST) on Friday, November 15,  2019.   Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components: New Videos New User Group Report New EPM Automate Utility Version New Features in Smart View for Office (Mac and Browser) Planning Label in Migration Changed to Core New Menu in Modal Dialogs Provides Access to Provide Feedback and Customer Connect Group Export and Import Options Removed from Access Control New Home Page Icon for Switching Navigation Flows at Runtime Access to Data Integration Extended Updates to EPM Cloud Groovy Rules Java API Creating a Drill-Down Without a Source System Landing Page Using the EPM Integration Agent New REST API to Generate a User Group Report EPM Cloud Common - Upcoming Changes Removal of Instance Name from Predefined Role Names Planner Role to Be Renamed as User EPM Cloud's New Look and Feel Predefined Role Names as EPM Cloud Key Words Query Governor on BSO and ASO Cubes Classic Dimension Editor Considerations Job Scheduler Now Supports the Starting Hour and Minute   Profitability and Cost Management: This section contains information related to Profitability and Cost Management. No Announcements this month Upcoming Changes: Change to Calculation Rules Screen in Application Cluster   Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) ==================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Profitability and Cost Management Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Profitability and Cost Management. Profitability and Cost Management...

EPM Cloud

Oracle Planning - November 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Planning. Planning - November 2019 Enterprise Performance Management (EPM) Cloud Common - November 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, November 1, 2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 23:00 UTC (15:00 PST) on Friday, November 15,  2019.   Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components: New Videos New User Group Report New EPM Automate Utility Version New Features in Smart View for Office (Mac and Browser) Planning Label in Migration Changed to Core New Menu in Modal Dialogs Provides Access to Provide Feedback and Customer Connect Group Export and Import Options Removed from Access Control New Home Page Icon for Switching Navigation Flows at Runtime Access to Data Integration Extended Updates to EPM Cloud Groovy Rules Java API Creating a Drill-Down Without a Source System Landing Page Using the EPM Integration Agent New REST API to Generate a User Group Report EPM Cloud Common - Upcoming Changes Removal of Instance Name from Predefined Role Names Planner Role to Be Renamed as User EPM Cloud's New Look and Feel Predefined Role Names as EPM Cloud Key Words Query Governor on BSO and ASO Cubes Classic Dimension Editor Considerations Job Scheduler Now Supports the Starting Hour and Minute   Planning: This section contains information related to Planning. Announcements: New Video New User Interface Labels for Enable Features in Projects New Database Suppression Option in Form Grid Properties Upcoming Changes: Start Date Member in Workforce   Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)  =================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Planning and Budgeting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Planning. Planning - November 2019 Enterprise Performance Management...

EPM Cloud

Financial Consolidation and Close - November 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Financial Consolidation and Close Cloud. Financial Consolidation and Close - November 2019 Enterprise Performance Management (EPM) Cloud Common - November 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, November 1, 2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 23:00 UTC (15:00 PST) on Friday, November 15,  2019.   Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components: New Videos New User Group Report New EPM Automate Utility Version New Features in Smart View for Office (Mac and Browser) Planning Label in Migration Changed to Core New Menu in Modal Dialogs Provides Access to Provide Feedback and Customer Connect Group Export and Import Options Removed from Access Control New Home Page Icon for Switching Navigation Flows at Runtime Access to Data Integration Extended Updates to EPM Cloud Groovy Rules Java API Creating a Drill-Down Without a Source System Landing Page Using the EPM Integration Agent New REST API to Generate a User Group Report EPM Cloud Common - Upcoming Changes Removal of Instance Name from Predefined Role Names Planner Role to Be Renamed as User EPM Cloud's New Look and Feel Predefined Role Names as EPM Cloud Key Words Query Governor on BSO and ASO Cubes Classic Dimension Editor Considerations Job Scheduler Now Supports the Starting Hour and Minute   Financial Consolidation and Close: This section contains information related to Financial Consolidation and Close. Announcements: Opening Balance Ownership Change Decimal Precision in Intercompany Eliminations Translation Calculations Performance Substitution Variables Upcoming Changes: Removal of .XLS Format as Report Export Option Considerations: Calculation Status Copying Data Editing Data in a Data Collection Period Adding Shared Members in Smart View Self-Service Upgrade Horizontal Scroll on a Non-Tabular Form Unable to Refresh the Cube Viewing Members on Seeded Forms Viewing the FCCS_VIEW_SYSTEM_MEMBERS Translation Override Rule Redirection Simplified Dimension Editor and Metadata Validation Entity Member Names/Aliases with ICP Property Working with Metadata Ownership Management Enablement Smart View Summary Dialog Display Extended Dimensionality Performance Consideration Equity Pickup - Different Currencies for a Holding Company and Its Immediate Parent   Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) ========================================================================================================= Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Financial Consolidation and Close Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1    

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Financial Consolidation and Close Cloud. Financial Consolidation and...

EPM Cloud

Narrative Reporting - November 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Narrative Reporting. Oracle Narrative Reporting - November 2019 Enterprise Performance Management (EPM) Cloud Common - November 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, November 1, 2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 23:00 UTC (15:00 PST) on Friday, November 15,  2019.   Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components: New Videos New User Group Report New EPM Automate Utility Version New Features in Smart View for Office (Mac and Browser) Planning Label in Migration Changed to Core New Menu in Modal Dialogs Provides Access to Provide Feedback and Customer Connect Group Export and Import Options Removed from Access Control New Home Page Icon for Switching Navigation Flows at Runtime Access to Data Integration Extended Updates to EPM Cloud Groovy Rules Java API Creating a Drill-Down Without a Source System Landing Page Using the EPM Integration Agent New REST API to Generate a User Group Report EPM Cloud Common - Upcoming Changes Removal of Instance Name from Predefined Role Names Planner Role to Be Renamed as User EPM Cloud's New Look and Feel Predefined Role Names as EPM Cloud Key Words Query Governor on BSO and ASO Cubes Classic Dimension Editor Considerations Job Scheduler Now Supports the Starting Hour and Minute   Narrative Reporting This section contains announcements related to Narrative Reporting. Announcements: New Videos and Tutorials A New Book Sample is Available New Notifications are Available in the Report Package Upcoming Changes: All Business Processes to Support an Identical Set of Predefined Roles Considerations: Access Control Books Disclosure Management Management Reporting Only for Smart View for Office with Microsoft Office 365 ProPlus Report Packages Smart View   Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) ========================================================================================================================= Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Enterprise Performance Reporting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Narrative Reporting. Oracle Narrative Reporting - November 2019 Enterprise...

EPM Cloud

Account Reconciliation - November 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Account Reconciliation Cloud. Account Reconciliation - November 2019 Enterprise Performance Management (EPM) Cloud Common - November 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, November 1, 2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 23:00 UTC (15:00 PST) on Friday, November 15,  2019.   Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components: New Videos New User Group Report New EPM Automate Utility Version New Features in Smart View for Office (Mac and Browser) Planning Label in Migration Changed to Core New Menu in Modal Dialogs Provides Access to Provide Feedback and Customer Connect Group Export and Import Options Removed from Access Control New Home Page Icon for Switching Navigation Flows at Runtime Access to Data Integration Extended Updates to EPM Cloud Groovy Rules Java API Creating a Drill-Down Without a Source System Landing Page Using the EPM Integration Agent New REST API to Generate a User Group Report EPM Cloud Common - Upcoming Changes Removal of Instance Name from Predefined Role Names Planner Role to Be Renamed as User EPM Cloud's New Look and Feel Predefined Role Names as EPM Cloud Key Words Query Governor on BSO and ASO Cubes Classic Dimension Editor Considerations Job Scheduler Now Supports the Starting Hour and Minute   Account Reconciliation: Announcements: Allow Editing of Transactions in Transaction Matching Audit History of Transactions and Matching Status in Transaction Matching Upcoming Changes: Removal of .XLS Format as Report Export Option   Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) ========================================================================================================================= Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Account Reconciliation Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Account Reconciliation Cloud. Account Reconciliation - November 2019 Enterpr...

EPM Cloud

Oracle Enterprise Data Management Cloud (EDMCS) - November 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Enterprise Data Management Cloud (EDMCS) update: Oracle Enterprise Data Management Cloud (EDMCS) November 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, November 1, 2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 23:00 UTC (15:00 PST) on Friday, November 15,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server.  Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Features: New Video New User Group Report New EPM Automate Utility Version Planning Label in Migration Changed to Core Group Export and Import Options Removed from Access Control New REST API to Generate a User Group Report   Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)   Considerations: Default Values for Node, Date, and Timestamp Display with Red Border Email Notifications in English Lookup Sets Reverting Property Parameters User with No Email Address   Upcoming Changes: Removal of Instance Name from Predefined Role Names Predefined Role Names as EPM Cloud Key Words All Business Processes to Support an Identical Set of Predefined Roles ======================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Enterprise Data Management Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1  

The following announcements and considerations are outlined in the upcoming Oracle Enterprise Data Management Cloud (EDMCS) update: Oracle Enterprise Data Management Cloud (EDMCS) November 2019   Monthly...

BI On Premise

ANNOUNCEMENT: October 2019 Database Proactive Patches Released

ANNOUNCEMENT: October 2019 Database Proactive Patches Released The following proactive patches for Database were released on October 15th, 2019. Patches released include Bundle Patches (BPs), Release Updates (Updates), Release Update Revisions (Revisions) and Patch Set Updates (PSUs). Database     DB Update 19.5.0.0.191015     GI Update 19.5.0.0.191015 **     DB Revision 19.4.1.0.191015     GI Revision 19.4.1.0.191015     DB Revision 19.3.2.0.191015     GI Revision 19.3.2.0.191015     Oracle JavaVM Update 19.5.0.0.191015     Windows Database BP 19.5.0.0.191015 **     Windows Oracle JavaVM BP 19.5.0.0.191015 **     Combo of OJVM Update and DB Update 19.5.0.0.191015     Combo of OJVM Update and GI Update 19.5.0.0.191015 **     DB Update 18.8.0.0.191015     GI Update 18.8.0.0.191015     DB Revision 18.7.1.0.191015     GI Revision 18.7.1.0.191015     DB Revision 18.6.2.0.191015     GI Revision 18.6.2.0.191015     Oracle JavaVM Update 18.8.0.0.191015     Windows Database BP 18.8.0.0.191015 **     Windows Oracle JavaVM Component BP 18.8.0.0.191015 **     Combo of OJVM Update and DB Update 18.8.0.0.191015     Combo of OJVM Update and GI Update 18.8.0.0.191015     DB Oct 2019 Update 12.2.0.1.191015     GI Oct 2019 Update 12.2.0.1.191015     DB Jul 2019 Revision 12.2.0.1.191015     GI Jul 2019 Revision 12.2.0.1.191015     DB Apr 2019 Revision 12.2.0.1.191015     GI Apr 2019 Revision 12.2.0.1.191015     Windows Database BP 12.2.0.1.191015     Windows Oracle JavaVM BP 12.2.0.1.191015     Oracle JavaVM Update 12.2.0.1.191015     Combo of OJVM Update and DB Oct 2019 Update 12.2.0.1.191015     Combo of OJVM Update and GI Oct 2019 Update 12.2.0.1.191015     Database PSU 12.1.0.2.191015     GI PSU 12.1.0.2.191015     Database Proactive BP 12.1.0.2.191015     Windows Database BP 12.1.0.2.191015     Windows Oracle JavaVM BP 12.1.0.2.191015     Oracle JavaVM Database PSU 12.1.0.2.191015     Combo of OJVM PSU and DB PSU 12.1.0.2.191015     Combo of OJVM PSU and GI PSU 12.1.0.2.191015     Combo of OJVM PSU and Database Proactive BP 12.1.0.2.191015     Database PSU 11.2.0.4.191015     Grid Infrastructure PSU 11.2.0.4.191015     Database Patch for Exadata BP 11.2.0.4.191015     Windows Database BP 11.2.0.4.191015 **     Windows Oracle JavaVM  BP 11.2.0.4.191015 **     Oracle JavaVM Database PSU 11.2.0.4.191015 **     Combo of OJVM PSU and DB PSU 11.2.0.4.191015 **     Combo of OJVM PSU and GI PSU 11.2.0.4.191015 **     Combo of OJVM PSU and DB Patch for Exadata 11.2.0.4.191015     Oracle Exadata System Software 18.1.21 and 19.2.7     Exadata QFSDP for Oct 2019     SuperCluster QFSDP for Oct 2019 ** **One or more patches are in progress and will be released as documented in Master Note on Database Proactive Patch Program (756671.1). For additional information:     Database, Fusion Middleware, and Enterprise Manager Critical Patch Update October 2019 Patch Availability Document (2568292.1)     Master Note for Database Proactive Patch Program (756671.1)  

ANNOUNCEMENT: October 2019 Database Proactive Patches Released The following proactive patches for Database were released on October 15th, 2019. Patches released include Bundle Patches (BPs), Release...

Monthly Index

Business Analytics Monthly Index - September 2019

  Welcome to the Monthly Index for September 2019 The following provides quick links to recent Proactive Support Blog postings for OBI and Hyperion from the past month.   General Summary Business Analytics Monthly Index - August 2019 Updates to the Console and My Services Dashboard in Oracle Cloud   Business Intelligence (BI) Summary No posts this month   Business Intelligence (BI) Cloud Summary Updates to the Console and My Services Dashboard in Oracle Cloud Oracle Data Visualization Cloud Service (DVCS) - Statement of Direction Oracle Business Intelligence Cloud Service (BICS) - Statement of Direction   Enterprise Performance Management (EPM) Summary EPM Patch Set Updates - August 2019 Hyperion Shared Services 11.1.2.4.009 is Available Updates to the Lifetime Support Policy - Extension of Premier Support for Enterprise Performance Management (EPM) Release 11.1.2.x Hyperion Enterprise Performance Management (EPM) 11.2 On-Premises Release Information - Updated Information as of September 2019 Essbase Patch Set Update 11.1.2.4.035 is Available   Enterprise Performance Management (EPM) Cloud Summary Oracle Enterprise Data Management Cloud (EDMCS) - October 2019 Updates Account Reconciliation - October 2019 Cloud Updates Narrative Reporting - October 2019 Cloud Updates Financial Consolidation and Close - October 2019 Cloud Updates Oracle Planning - October 2019 Cloud Updates Profitability and Cost Management - October 2019 Cloud Updates Tax Reporting - October 2019 Cloud Updates IMPORTANT NOTICE: Change in Enhancement Request Processes That Will Impact Enterprise Performance Management (EPM) Cloud Customers Oracle by Example - Get Started with Oracle Enterprise Performance Management (EPM) Cloud   Advisor Webcasts Advisor Webcast: Migrating from Hyperion Financial Management (HFM) to Financial Close

  Welcome to the Monthly Index for September 2019 The following provides quick links to recent Proactive Support Blog postings for OBI and Hyperion from the past month.   General Summary Business Analytics...

EPM Cloud

Advisor Webcast: Migrating from Hyperion Financial Management (HFM) to Financial Close

Register for the following Advisor Webcast ADVISOR WEBCAST: FCCS Monthly Tech Talks - Migrating from Hyperion Financial Management (HFM) to Financial Close Schedule Tuesday , October 15, 2019 08:00 AM (US Pacific Time) Tuesday , October 15, 2019 11:00 AM (US Eastern Time) Tuesday , October 15, 2019 05:00 PM (Central European Time) Tuesday , October 15, 2019 08:30 PM (India Standard Time)   Abstract: This one-hour advisor webcast is recommended for functional process owners, system administrators, and implementation partners who currently use Hyperion Financial Management (HFM) and would like information on migrating to the Cloud. Topics Include: Migrating from Hyperion Financial Management (HFM) to Financial Close Review of the Hyperion Financial Management (HFM) Utility Review of the Financial Reporting (FR) Utility Review of the 19.10 “What’s New” Q&A   For Additional Information and Registration Details: Register for this Advisor Webcast on on My Oracle Support Community ADVISOR WEBCAST: FCCS Monthly Tech Talks - Migrating from Hyperion Financial Management (HFM) to Financial Close To view scheduled & archived recordings of previous webcasts: Business Analytics Advisor Webcasts visit Doc ID 1456233.1

Register for the following Advisor Webcast ADVISOR WEBCAST: FCCS Monthly Tech Talks - Migrating from Hyperion Financial Management (HFM) to Financial Close Schedule Tuesday , October 15, 2019 08:00...

EPM On Premise

Essbase Patch Set Update 11.1.2.4.035 is Available

The Hyperion Product Management recently advised the release of Patch Set Updates (PSU) for Oracle Hyperion Essbase 11.1.2.4.x. These PSU downloads are available from the  My Oracle Support > Patches & Updates section. Hyperion Essbase Server 11.1.2.4.035 30102960 - HYPERION ESSBASE SERVER 11.1.2.4.035 Hyperion Essbase Client 11.1.2.4.035 30102952 - HYPERION ESSBASE RTC 11.1.2.4.035 30102955 - HYPERION ESSBASE CLIENT 11.1.2.4.035 30102956 - HYPERION ESSBASE CLIENT MSI 11.1.2.4.035 Hyperion Essbase Administration Services 11.1.2.4.035 30121945 - HYPERION ESSBASE ADMINISTRATION SERVICES SERVER 11.1.2.4.035 30121935 - HYPERION ESSBASE ADMIN SERVICES CONSOLE MSI 11.1.2.4.035 Hyperion Analytic Provider Services 11.1.2.4.035 30102968 - HYPERION ANALYTIC PROVIDER SERVICES 11.1.2.4.035   RECOMMENDATIONS: Caution: Oracle recommends using the same version of all Essbase portfolio products (Essbase, Essbase Administration Services, Hyperion Provider Services, and Essbase Studio) and components (server, client, runtime client, API, and JAPI). When only some Essbase portfolio products are included in a patch release, the last released versions of the products that are not included in the patch are supported. Essbase Administration Services 11.1.2.4.035, Provider Services 11.1.2.4.035, and Essbase Studio 11.1.2.4.031 are supported for use with Essbase 11.1.2.4.035. Recommendation: After you apply a patch within the same release codeline, Oracle recommends as a best practice that you export the data from your databases, clear the data from the databases, and then reload the data. README FILE: Refer to the Readme files prior to proceeding with these PSU implementations for important information that includes the supported paths per component, along with a full list of the defects fixed, additional support information, prerequisites, details for applying patch and troubleshooting FAQ's. It is important to ensure that the requirements and support paths to this patch are met as outlined within the Readme file. The Readme file is available from the Patches & Updates download screen for each of the Hyperion Essbase components.   Why not share your experience about installing this patch ... In the MOS | Patches & Updates screen for the relevant patch, simply click the "Start a Discussion" and submit your review. The patch install reviews and other patch related information is available within the My Oracle Support Communities. Visit the Oracle Hyperion EPM sub-space: Hyperion Patch Reviews   For questions specific to Hyperion Essbase ... The My Oracle Support Community "Hyperion Essbase" is the ideal first stop to seek & find product specific answers.   To locate the latest Essbase Patch Sets and Patch Set Updates at anytime visit the My Oracle Support (MOS) Knowledge Article: Available Patch Sets and Patch Set Updates for Oracle Hyperion Essbase Doc ID 1396084.1   DOCUMENTATION: Oracle Help Center provides the Enterprise Performance System (EPM) 11.1.2.4 documentation, with the guides including Deployment & Installation, Best Practices, Accessibility Guides and more.     The Hyperion Essbase 11.1.2.4 product specific guides are located within Oracle Applications - Enterprise Performance Management tab:     Oracle Help Center | Oracle EPM System Documentation

The Hyperion Product Management recently advised the release of Patch Set Updates (PSU) for Oracle Hyperion Essbase 11.1.2.4.x. These PSU downloads are available from the  My Oracle Support > Patches &...

EPM Cloud

Tax Reporting - October 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Tax Reporting. Tax Reporting - October 2019 Enterprise Performance Management (EPM) Cloud Common - October 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, October 4, 2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, October 18,  2019. Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components: Warning for Snapshot Imports New EPM Integration Agent in Data Integration New Features in Smart View for Office (Mac and Browser) New Adapter for Loading Data from the Oracle ERP Cloud New Documentation: Troubleshooting Reports and Change Management Process Enhancement Request Process Moves to Idea Labs Updated Interface for EPM Cloud Help Centers and User Assistance EPM Cloud Common - Upcoming Changes EPM Cloud's New Look and Feel Planner Role to be Renamed as User Removal of Instance Name from Predefined Role Names Removal of Group Export and Import Options from Access Control Predefined Role Names as EPM Cloud Key Words Considerations Data Spreading Check Box Not Visible in Chrome   Tax Reporting: This section contains information related to Tax Reporting. Announcements: Parent Tax Calculations for National and Regional Applications Ability to Specify Name of a Report in the Input Arguments for Generate Report REST API Call Supplemental Data Ad-Hoc Forms Creating Supplemental Data Form Attributes Task Manager Audit Enhancements Delegate Action in Approvals Enhancement for Unlocking Entities in Approvals Upcoming Changes: Removal of Tax Reporting Sample Application for Legacy Licenses Future New Connection Type and Advanced Options for External Connections for Tax Reporting Classic Dimension Editor   Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) ================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Tax Reporting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1  

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Tax Reporting. Tax Reporting - October 2019 Enterprise Performance...

EPM Cloud

Profitability and Cost Management - October 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Profitability and Cost Management. Profitability and Cost Management - October 2019 Enterprise Performance Management (EPM) Cloud Common - October 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, October 4, 2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, October 18,  2019. Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components: Warning for Snapshot Imports New EPM Integration Agent in Data Integration New Features in Smart View for Office (Mac and Browser) New Adapter for Loading Data from the Oracle ERP Cloud New Documentation: Troubleshooting Reports and Change Management Process Enhancement Request Process Moves to Idea Labs Updated Interface for EPM Cloud Help Centers and User Assistance EPM Cloud Common - Upcoming Changes EPM Cloud's New Look and Feel Planner Role to be Renamed as User Removal of Instance Name from Predefined Role Names Removal of Group Export and Import Options from Access Control Predefined Role Names as EPM Cloud Key Words Considerations Data Spreading Check Box Not Visible in Chrome   Profitability and Cost Management: This section contains information related to Profitability and Cost Management. Updated exportQueryResults EPM Automate command and REST API Upcoming Changes: Change to Calculation Rules Screen in Application Cluster   Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) ==================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Profitability and Cost Management Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Profitability and Cost Management. Profitability and Cost Management...

EPM Cloud

Oracle Planning - October 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Planning. Planning - October 2019 Enterprise Performance Management (EPM) Cloud Common - October 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, October 4, 2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, October 18,  2019. Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components: Warning for Snapshot Imports New EPM Integration Agent in Data Integration New Features in Smart View for Office (Mac and Browser) New Adapter for Loading Data from the Oracle ERP Cloud New Documentation: Troubleshooting Reports and Change Management Process Enhancement Request Process Moves to Idea Labs Updated Interface for EPM Cloud Help Centers and User Assistance EPM Cloud Common - Upcoming Changes EPM Cloud's New Look and Feel Planner Role to be Renamed as User Removal of Instance Name from Predefined Role Names Removal of Group Export and Import Options from Access Control Predefined Role Names as EPM Cloud Key Words Considerations Data Spreading Check Box Not Visible in Chrome   Planning: This section contains information related to Planning. Announcements: Create Free Form Planning Business Process Using Essbase 11.1.2.4 Application Snapshot Set When Business Rules Run in the Background Added Support for Excluding Members in Data Map and Smart Push Processes Ability to Exclude Members in Strategic Modeling Data Maps Export and Import Level Zero Data for BSO Cubes Updates to Working with Jobs Using REST APIs Upcoming Changes: Query Governor on BSO and ASO Cubes Classic Dimension Editor Start Date Member in Workforce   Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)  =================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Planning and Budgeting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Planning. Planning - October 2019 Enterprise Performance Management...

EPM Cloud

Financial Consolidation and Close - October 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Financial Consolidation and Close Cloud. Financial Consolidation and Close - October 2019 Enterprise Performance Management (EPM) Cloud Common - October 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, October 4, 2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, October 18,  2019. Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components: Warning for Snapshot Imports New EPM Integration Agent in Data Integration New Features in Smart View for Office (Mac and Browser) New Adapter for Loading Data from the Oracle ERP Cloud New Documentation: Troubleshooting Reports and Change Management Process Enhancement Request Process Moves to Idea Labs Updated Interface for EPM Cloud Help Centers and User Assistance EPM Cloud Common - Upcoming Changes EPM Cloud's New Look and Feel Planner Role to be Renamed as User Removal of Instance Name from Predefined Role Names Removal of Group Export and Import Options from Access Control Predefined Role Names as EPM Cloud Key Words Considerations Data Spreading Check Box Not Visible in Chrome   Financial Consolidation and Close: This section contains information related to Financial Consolidation and Close. Announcements: New Videos and Tutorials Ability to Specify Name of a Report in the Input Arguments for Generate Report REST API Call Supplemental Data Ad-Hoc Forms Creating Supplemental Data Form Attributes Task Manager Audit Enhancements Delegate Action in Approvals Enhancement for Unlocking Entities in Approvals Configurable Equity Pickup Movement Members Input Currency Journals Upcoming Changes: Classic Dimension Editor Considerations: Calculation Status Copying Data Editing Data in a Data Collection Period Adding Shared Members in Smart View Self-Service Upgrade Horizontal Scroll on a Non-Tabular Form Unable to Refresh the Cube Viewing Members on Seeded Forms Viewing the FCCS_VIEW_SYSTEM_MEMBERS Translation Override Rule Redirection Simplified Dimension Editor and Metadata Validation Entity Member Names/Aliases with ICP Property Working with Metadata Ownership Management Enablement Smart View Summary Dialog Display Extended Dimensionality Performance Consideration Equity Pickup - Different Currencies for a Holding Company and Its Immediate Parent   Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) ========================================================================================================= Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Financial Consolidation and Close Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1    

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Financial Consolidation and Close Cloud. Financial Consolidation and...

EPM Cloud

Narrative Reporting - October 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Narrative Reporting. Oracle Narrative Reporting - October 2019 Enterprise Performance Management (EPM) Cloud Common - October 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, October 4, 2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, October 18,  2019. Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components: Warning for Snapshot Imports New EPM Integration Agent in Data Integration New Features in Smart View for Office (Mac and Browser) New Adapter for Loading Data from the Oracle ERP Cloud New Documentation: Troubleshooting Reports and Change Management Process Enhancement Request Process Moves to Idea Labs Updated Interface for EPM Cloud Help Centers and User Assistance EPM Cloud Common - Upcoming Changes EPM Cloud's New Look and Feel Planner Role to be Renamed as User Removal of Instance Name from Predefined Role Names Removal of Group Export and Import Options from Access Control Predefined Role Names as EPM Cloud Key Words Considerations Data Spreading Check Box Not Visible in Chrome   Narrative Reporting This section contains announcements related to Narrative Reporting. Announcements: New Videos and Tutorials Ability to Replicate Access and Provisioning Narrative Reporting 19.10 Extension for Disclosure Management Anchoring Support for European Single Electronic Format (ESEF) Jurisdiction Support Multiple Label Languages in Taxonomy Designer Add Multiple Sections to an Existing Document in Taxonomy Designer Recent Updates to the Disclosure Management Narrative Reporting 19.10 Extension for Smart View Upcoming Changes: All Business Processes to Support an Identical Set of Predefined Roles Considerations: Access Control Management Reporting Books Report Packages Disclosure Management Smart View Only for Smart View for Office with Microsoft Office 365 ProPlus   Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) ========================================================================================================================= Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Enterprise Performance Reporting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Narrative Reporting. Oracle Narrative Reporting - October 2019 Enterprise...

EPM Cloud

Account Reconciliation - October 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Account Reconciliation Cloud. Account Reconciliation - October 2019 Enterprise Performance Management (EPM) Cloud Common - October 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, October 4, 2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, October 18,  2019.   Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components: Warning for Snapshot Imports New EPM Integration Agent in Data Integration New Features in Smart View for Office (Mac and Browser) New Adapter for Loading Data from the Oracle ERP Cloud New Documentation: Troubleshooting Reports and Change Management Process Enhancement Request Process Moves to Idea Labs Updated Interface for EPM Cloud Help Centers and User Assistance EPM Cloud Common - Upcoming Changes EPM Cloud's New Look and Feel Planner Role to be Renamed as User Removal of Instance Name from Predefined Role Names Removal of Group Export and Import Options from Access Control Predefined Role Names as EPM Cloud Key Words Considerations Data Spreading Check Box Not Visible in Chrome   Account Reconciliation: Announcements: Ability to Specify Name of a Report in the Input Arguments for Generate Report REST API Call Audit Report Displays Account ID and Period Information Upcoming Changes: Removal of .XLS Format As Report Export Option   Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) ========================================================================================================================= Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Account Reconciliation Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Account Reconciliation Cloud. Account Reconciliation - October 2019 Enterpri...

EPM Cloud

Oracle Enterprise Data Management Cloud (EDMCS) - October 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Enterprise Data Management Cloud (EDMCS) update: Oracle Enterprise Data Management Cloud (EDMCS) October 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, October 4, 2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, October 18,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server.  Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Features: Financial Consolidation and Close Application Type Expressions for Custom Business Logic Derived Properties Property Transformations in Node Type Converters Lookup Sets Application Overrides for Property Parameters Compare Selected Nodes in Viewpoints Audit Transaction History Auditor Role Improved Node Search Performance Retain Relationship Properties During Import New Documentation: Troubleshooting Reports and Change Management Process Enhancement Request Process Moves to Idea Labs   Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)   Considerations: Default Values for Node, Date, and Timestamp Display with Red Border Email Notifications in English User with No Email Address Reverting Property Parameters Lookup Sets   Upcoming Changes: Predefined Role Names as EPM Cloud Key Words Removal of Group Export and Import Options from Access Control Removal of Instance Name from Predefined Role Names ======================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Enterprise Data Management Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1  

The following announcements and considerations are outlined in the upcoming Oracle Enterprise Data Management Cloud (EDMCS) update: Oracle Enterprise Data Management Cloud (EDMCS) October 2019   Monthly...

BI Cloud

Updates to the Console and My Services Dashboard in Oracle Cloud

The Oracle Cloud User and Developer Experience team is proud to announce the next suite of usability enhancements for Oracle Cloud. The biggest update includes improving the user experience for the IaaS and PaaS console. It will be easier for you to manage all your Oracle Cloud services — whether they be IaaS, PaaS, and now SaaS — from a single login. The Console and My Services Dashboard are updated to provide a more unified customer experience. These updates will enhance and simplify managing your cloud, but the placement for several key navigational actions will also change. For more information, refer to Console Experience Enhancements Unite IaaS, PaaS, and SaaS. Updated areas of the Console include: Cost Analysis, Invoices & Subscription ID IDCS Console Access from Tenancy Details PaaS Navigation PaaS Access Management Announcements Live Chat My Home (re-labeled Service User Console) How does this affect me? If you use the Oracle Cloud My Services dashboard to access and manage services, over the next few days you will notice an updated dashboard experience after you sign in. Depending on the services you subscribe to, you will see various visual and navigational changes that are documented here. Most users will see the new Console experience by default, and will no longer need to navigate to My Services to manage their cloud. Do I need to take any action? We recommend reading the announcement blog post so you are familiar with how the upcoming changes may affect navigation to certain features within the console. Do I need to update saved URLs or bookmarks? No. Previously saved URLs will automatically redirect to the new Console experience.  

The Oracle Cloud User and Developer Experience team is proud to announce the next suite of usability enhancements for Oracle Cloud. The biggest update includes improving the user experience for the...

EPM On Premise

Hyperion Shared Services 11.1.2.4.009 is Available

The following Patch Set Update (PSU) has been released for Hyperion Shared Services 11.1.2.4.x and is available from the My Oracle Support | Patches & Updates section. Hyperion Shared Services PSU 11.1.2.4.009 Patch 30064125 The Readme file describes all of the requirements and instructions for applying this patch. Patch Type - This is a patch set update (PSU). This patch replaces files in the existing installation and does not require a full installation. Supported Paths to this Patch - You can apply this patch to EPM System Release 11.1.2.4.008 (patch 28314691) only. Defects Fixed in this Patch - 30011421 - EPM System, with SSL configured Essbase failover cluster, displayed the Service currently not available error when users attempted to access artifact listing after signing into Shared Services ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Share your experience about installing this patch ... In the MOS | Patches & Updates screen for Patch 30064125, click on the "Start a Discussion" and submit your review. The patch install reviews and other patch related information is available within the My Oracle Support Communities. Visit the Oracle Hyperion EPM sub-space : Hyperion Patch Reviews   To locate the latest Patch Sets and Patch Set Updates for the EPM products visit the My Oracle Support (MOS) Knowledge Article: Available Patch Sets and Patch Set Updates for Oracle Hyperion Enterprise Performance Management Products Doc ID 1400559.1

The following Patch Set Update (PSU) has been released for Hyperion Shared Services 11.1.2.4.x and is available from the My Oracle Support | Patches & Updates section. Hyperion Shared Services PSU...

EPM Cloud

IMPORTANT NOTICE: Change in Enhancement Request Processes That Will Impact Enterprise Performance Management (EPM) Cloud Customers

Attention all Enterprise Performance Management (EPM) Cloud Customers! On a target date of October 1st, there will be a change in the Enhancement Request (ER) processes that will impact the way you create an ER. Oracle EPM Cloud will be moving the Enhancement Request (ER) processes out of My Oracle Support and into the Idea Labs within Cloud Customer Connect. This move is part of our ongoing initiative to continuously improve the customer experience and transparency of the enhancement request process and delivery. If a service request (SR) is determined to be a product enhancement, customers can decide if they would like to log this as an Idea in the appropriate Idea Lab (or vote on one that is already established in the Lab). Enhancement requests will no longer be created in My Oracle Support. Having ideas within the Idea Labs allows customers to have further conversations with other Oracle EPM Cloud Customers, Partners, and Product Development. This will deliver more transparency on enhancement suggestions by allowing customers to socialize their ideas and the ability to vote on others. Customers will be able to see the periodic updates on the most voted ideas from the EPM Cloud Development team.   Please note the following: Targeted date for this change is October 1, 2019. Training session via Customer Connect held on September 25 - Click here to view the recording. For more information regarding this change, review the EPM FAQ Document. Note: To view this announcement, you will need to be a member of Oracle Cloud Customer Connect! Sign up now.

Attention all Enterprise Performance Management (EPM) Cloud Customers! On a target date of October 1st, there will be a change in the Enhancement Request (ER) processes that will impact the way you...

Monthly Index

Business Analytics Monthly Index - August 2019

  Welcome to the Monthly Index for August 2019 The following provides quick links to recent Proactive Support Blog postings for OBI and Hyperion from the past month.   General Summary Business Analytics Monthly Index - July 2019 What's Coming in Oracle Smart View   Business Intelligence (BI) Summary No posts this month   Business Intelligence (BI) Cloud Summary No posts this month   Enterprise Performance Management (EPM) Summary EPM Patch Set Updates - July 2019 What's New and Why Migrate to Oracle Financial Consolidation & Close Business Process from HFM (Hyperion Financial Management) Oracle Hyperion Profitability and Cost Management 11.1.2.4.130 is available Oracle Data Relationship Management (DRM) - On Premise Product Plans for 11.2   Enterprise Performance Management (EPM) Cloud Summary Oracle Enterprise Data Management Cloud (EDMCS) - September 2019 Updates Account Reconciliation - September 2019 Cloud Updates Narrative Reporting - September 2019 Cloud Updates Financial Consolidation and Close - September 2019 Cloud Updates Oracle Planning - September 2019 Cloud Updates Profitability and Cost Management - September 2019 Cloud Updates Tax Reporting - September 2019 Cloud Updates What's New and Why Migrate to Oracle Financial Consolidation & Close Business Process from HFM (Hyperion Financial Management) What's Coming in Oracle Enterprise Performance Management (EPM) Cloud Narrative Reporting What's Coming in Oracle Enterprise Performance Management (EPM) Cloud Planning Operational Planning ─ Introducing Unshackled Planning Applications on Oracle Enterprise Performance Management (EPM) Cloud Narrative Reporting: European Securities and Markets Authority (ESMA) Disclosure Management with iXBRL Tips and Tricks for Optimizing Oracle Enterprise Planning   Advisor Webcasts Advisor Webcast: Intelligent Process Automation (IPA) - Seamless Integration Between EPM Cloud Products Advisor Webcast: Best Practices for a Successful Oracle Enterprise Performance Management (EPM) Cloud Financial Close Deployment

  Welcome to the Monthly Index for August 2019 The following provides quick links to recent Proactive Support Blog postings for OBI and Hyperion from the past month.   General Summary Business Analytics...

EPM Cloud

Tax Reporting - September 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Tax Reporting. Tax Reporting - September 2019 Enterprise Performance Management (EPM) Cloud Common - September 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, September 6,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, September 20,  2019.   Tax Reporting: This section contains information related to Tax Reporting. Announcements: Configurable TAR Automation Report Tax Automation by Multi-GAAP Increased Character Limit for Task Manager Messages Task Manager Schedule Status Displayed on Tasks Upcoming Changes: Future New Connection Type and Advanced Options for External Connections for Tax Reporting Removal of .XLS Format As Report Export Option Classic Dimension Editor Considerations: Errors When Importing Accounting Migrating a Snapshot from an Existing Tax Reporting Cloud Application to the Next Level Enterprise Performance Management Cloud Service   Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components such as EPM Automate, Migration, Access Control, Data Integration, and Smart View for Office. New Version of EPM Automate New Feedback Activity Report Activity Report as a JSON File and New Activity Report Sections Support for Different Identity Domains for Test and Production Environments New Features in Smart View for Office (Mac and Browser) New Oracle Netsuite Seeded Saved Searches Available in Data Management New REST APIs to Support Bring Your Own Key Solution and to Create Role Assignment Report EPM Cloud Common - Upcoming Changes Removal of Group Export and Import Options from Access Control EPM Cloud's New Look and Feel Removal of Instance Name from Predefined Role Names Predefined Role Names as EPM Cloud Key Words Query Governor on BSO and ASO Cubes Enhancement Request Process to Move to Idea Labs Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) ================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Tax Reporting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1  

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Tax Reporting. Tax Reporting - September 2019 Enterprise Performance...

EPM Cloud

Profitability and Cost Management - September 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Profitability and Cost Management. Profitability and Cost Management - September 2019 Enterprise Performance Management (EPM) Cloud Common - September 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, September 6,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, September 20,  2019.   Profitability and Cost Management: This section contains information related to Profitability and Cost Management. Upcoming Changes: Change to Calculation Rules Screen in Application Cluster   Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components such as EPM Automate, Migration, Access Control, Data Integration, and Smart View for Office. New Version of EPM Automate New Feedback Activity Report Activity Report as a JSON File and New Activity Report Sections Support for Different Identity Domains for Test and Production Environments New Features in Smart View for Office (Mac and Browser) New Oracle Netsuite Seeded Saved Searches Available in Data Management New REST APIs to Support Bring Your Own Key Solution and to Create Role Assignment Report EPM Cloud Common - Upcoming Changes Removal of Group Export and Import Options from Access Control EPM Cloud's New Look and Feel Removal of Instance Name from Predefined Role Names Predefined Role Names as EPM Cloud Key Words Query Governor on BSO and ASO Cubes Enhancement Request Process to Move to Idea Labs Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) ==================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Profitability and Cost Management Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Profitability and Cost Management. Profitability and Cost Management...

EPM Cloud

Oracle Planning - September 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Planning. Planning - September 2019 Enterprise Performance Management (EPM) Cloud Common - September 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, September 6,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, September 20,  2019.   Planning: This section contains information related to Planning. Announcements: New Video Updates to the Data Maps Listing Reporting Currency Cells Are Now Read-Only In Simplified Multicurrency Applications Upcoming Changes: Start Date Member in Workforce Classic Dimension Editor   Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components such as EPM Automate, Migration, Access Control, Data Integration, and Smart View for Office. New Version of EPM Automate New Feedback Activity Report Activity Report as a JSON File and New Activity Report Sections Support for Different Identity Domains for Test and Production Environments New Features in Smart View for Office (Mac and Browser) New Oracle Netsuite Seeded Saved Searches Available in Data Management New REST APIs to Support Bring Your Own Key Solution and to Create Role Assignment Report EPM Cloud Common - Upcoming Changes Removal of Group Export and Import Options from Access Control EPM Cloud's New Look and Feel Removal of Instance Name from Predefined Role Names Predefined Role Names as EPM Cloud Key Words Query Governor on BSO and ASO Cubes Enhancement Request Process to Move to Idea Labs Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)  =================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Planning and Budgeting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Planning. Planning - September 2019 Enterprise Performance Management...

EPM Cloud

Financial Consolidation and Close - September 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Financial Consolidation and Close Cloud. Financial Consolidation and Close - September 2019 Enterprise Performance Management (EPM) Cloud Common - September 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, September 6,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, September 20,  2019.   Financial Consolidation and Close: This section contains information related to Financial Consolidation and Close. Announcements: New Videos and Tutorials Task Manager Schedule Status Displayed on Tasks Increased Character Limit for Task Manager Messages New Data Exchange Card for Data Integrations New Rest APIS for Oracle Financial Consolidation And Close Support for Additional Functions in Configurable Calculations and On-Demand Rules Upcoming Changes: Removal of .XLS Format As Report Export Option Classic Dimension Editor Considerations: Calculation Status Copying Data Editing Data in a Data Collection Period Adding Shared Members in Smart View Self-Service Upgrade Horizontal Scroll on a Non-Tabular Form Unable to Refresh the Cube Viewing Members on Seeded Forms Viewing the FCCS_VIEW_SYSTEM_MEMBERS Translation Override Rule Redirection Simplified Dimension Editor and Metadata Validation Entity Member Names/Aliases with ICP Property Setting the Data Collection Period Working with Metadata Ownership Management Enablement Smart View Summary Dialog Display Extended Dimensionality Performance Consideration Equity Pickup - Different Currencies for a Holding Company and Its Immediate Parent   Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components such as EPM Automate, Migration, Access Control, Data Integration, and Smart View for Office. New Version of EPM Automate New Feedback Activity Report Activity Report as a JSON File and New Activity Report Sections Support for Different Identity Domains for Test and Production Environments New Features in Smart View for Office (Mac and Browser) New Oracle Netsuite Seeded Saved Searches Available in Data Management New REST APIs to Support Bring Your Own Key Solution and to Create Role Assignment Report EPM Cloud Common - Upcoming Changes Removal of Group Export and Import Options from Access Control EPM Cloud's New Look and Feel Removal of Instance Name from Predefined Role Names Predefined Role Names as EPM Cloud Key Words Query Governor on BSO and ASO Cubes Enhancement Request Process to Move to Idea Labs Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) ========================================================================================================= Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Financial Consolidation and Close Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1    

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Financial Consolidation and Close Cloud. Financial Consolidation and...

EPM Cloud

Narrative Reporting - September 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Narrative Reporting. Oracle Narrative Reporting - September 2019 Enterprise Performance Management (EPM) Cloud Common - September 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, September 6,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, September 20,  2019.   Narrative Reporting This section contains announcements related to Narrative Reporting. Announcements: New Videos and Tutorials Working with Books Management Report Grid Row Rendering in Report Package Embedded Content Upcoming Changes: All Business Processes to Support an Identical Set of Predefined Roles Report Package Doclet Version Limit Considerations: Management Reporting Access Control Report Packages Disclosure Management Smart View Only for Smart View for Office with Microsoft Office 365 ProPlus   Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components such as EPM Automate, Migration, Access Control, Data Integration, and Smart View for Office. New Version of EPM Automate New Feedback Activity Report Activity Report as a JSON File and New Activity Report Sections Support for Different Identity Domains for Test and Production Environments New Features in Smart View for Office (Mac and Browser) New Oracle Netsuite Seeded Saved Searches Available in Data Management New REST APIs to Support Bring Your Own Key Solution and to Create Role Assignment Report EPM Cloud Common - Upcoming Changes Removal of Group Export and Import Options from Access Control EPM Cloud's New Look and Feel Removal of Instance Name from Predefined Role Names Predefined Role Names as EPM Cloud Key Words Query Governor on BSO and ASO Cubes Enhancement Request Process to Move to Idea Labs Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) ========================================================================================================================= Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Enterprise Performance Reporting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Narrative Reporting. Oracle Narrative Reporting - September 2019 Enterprise...

EPM Cloud

Account Reconciliation - September 2019 Cloud Updates

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Account Reconciliation Cloud. Account Reconciliation - September 2019 Enterprise Performance Management (EPM) Cloud Common - September 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, September 6,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, September 20,  2019. Account Reconciliation: Announcements: New Videos and Tutorials Automated Handling of One-Sided Adjustments During Auto Match Available Automated Population of Attribute Values for Adjustments and Support New Default Date Input Format (MM/DD/YY) in Reconciliation Compliance Transactions Upcoming Changes: Removal of .XLS Format As Report Export Option Considerations: Academy Using Refresh   Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components such as EPM Automate, Migration, Access Control, Data Integration, and Smart View for Office. New Version of EPM Automate New Feedback Activity Report Activity Report as a JSON File and New Activity Report Sections Support for Different Identity Domains for Test and Production Environments New Features in Smart View for Office (Mac and Browser) New Oracle Netsuite Seeded Saved Searches Available in Data Management New REST APIs to Support Bring Your Own Key Solution and to Create Role Assignment Report EPM Cloud Common - Upcoming Changes Removal of Group Export and Import Options from Access Control EPM Cloud's New Look and Feel Removal of Instance Name from Predefined Role Names Predefined Role Names as EPM Cloud Key Words Query Governor on BSO and ASO Cubes Enhancement Request Process to Move to Idea Labs Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) ========================================================================================================================= Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Account Reconciliation Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The monthly updates now include announcements and upcoming changes for Enterprise Performance Management (EPM) Cloud Common and Account Reconciliation Cloud. Account Reconciliation - September 2019 Enterp...

EPM Cloud

Oracle Enterprise Data Management Cloud (EDMCS) - September 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Enterprise Data Management Cloud (EDMCS) update: Oracle Enterprise Data Management Cloud (EDMCS) September 2019   Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, September 6,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, September 20,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server.  Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Features: New Version of EPM Automate Support for Different Identity Domains for Test and Production Environments New REST APIs to Support Bring Your Own Key Solution and to Create Role Assignment Report Activity Report as a JSON File and New Activity Report Sections New Feedback Activity Report Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) Considerations: Default Values for Node, Date, and Timestamp Display with Red Border Email Notifications in English User with No Email Address Auditor Role Upcoming Changes: Removal of Instance Name from Predefined Role Names Removal of Group Export and Import Options from Access Control All Business Processes to Support an Identical Set of Predefined Roles Predefined Role Names as EPM Cloud Key Words Enhancement Request Process to Move to Idea Labs ======================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Enterprise Data Management Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1  

The following announcements and considerations are outlined in the upcoming Oracle Enterprise Data Management Cloud (EDMCS) update: Oracle Enterprise Data Management Cloud (EDMCS) September 2019   Monthly...

EPM Cloud

Oracle Data Relationship Management (DRM) - On Premise Product Plans for 11.2

Thank you to Rahul Kamath, Product Management for the presentation on this topic. Oracle Data Relationship Management (DRM) - On Premise Support 11.1.2.3 - P1 defect fixing only until May 2019 11.1.2.4 - Defect Fixing, 3rd party certification updates, enhancements thru Dec 2020 11.2 - Uplift to FMW 12g release, Defect Fixing, 3rd party certification updates, enhancements through Dec 2030 NOTE: If not already done so, Oracle strongly encourages all DRM customers to migrate to the latest release of 11.1.2.4.x (11.1.2.4.347 as of Feb 2019) For more information, refer to the Lifetime Support Policies and documents below: Oracle Lifetime Support Policies Oracle Enterprise Performance Management Software Error Correction Policy (Doc ID 1617238.1) Oracle Enterprise Performance Management 11g Grace Periods for Error Correction (Doc ID 1590676.1) Technology Upgrades in 11.2.x 11.2.0.0.000 support for Windows only DRM Certifications 11.2: SQL Server 2012, 2014, 2019 (all SP levels included) Windows Server 2012 R2 (all SP levels included),  Windows Server 2019 (all SP levels included) FMW support for Windows Server 2012 (all SP  levels included), Windows Server 2019 (all SP  levels included) Microsoft IIS 8.5+ FMW Most components at the 12.2.1.3.0 level Java 8 - Oracle JDK 1.8.0_131+ Microsoft .NET Framework as provided by  Windows Operating System Oracle Data Provider (ODP) 18 for .NET 4.7.2 EPM Portfolio MTAC Certifications: MS AD and AD LDS 2019 Oracle Access Manager 12.2 Oracle Internet Directory 12.2 Oracle HTTP Server 12.2 OL 7, RHEL 7, other updated Linux/UNIX  (11.2.x)* * Not available in initial 11.2.0.0.000 release Expanded Browser Support: Firefox ESR 52+ MS IE 11+ Accessibility Updates: Alignment with current Oracle Accessibility Guidelines for support of  accessibility and assistive technology (AT) in the 11.2 release Oracle Accessibility Guidelines (OAG 3.0) incorporate current W3C Web  Content Accessibility Guidelines (WCAG 2.0) DRM’s Voluntary Product Accessibility Template (VPAT) product status will  be updated as part of the DRM 11.2 accessibility update Discussion Item: feedback on latest assistive technology or adoption  standards in-practice in the customer enterprise Review Oracle's Accessibility Program for more information. New External Connection: S-FTP SFTP stands for SSH (or Secure) File Transfer Protocol. It is a way of transferring files between machines over a secure and encrypted connection. It is preferred because it has better usability across firewalls than FTPS as it uses only a single port number for all communications, including authentication and data files. Data Relationship Governance Enhancements Foundational Improvements Restrict notification to submitter on pushback Restrict #items/request by model Download items (XLS, PDF) Check duplicate in-flight items by version Load items for > 1 hierarchy in a single XLS file New ‘Reactivate’ task type Mass Approvals New filters (e.g., Workflow Model) Multi-select requests for mass approval Oracle Data Relationship 11.2.x Release Plan Note: Oracle Safe Harbor applies ============================================================================================================================= References: Presentation - provided by Rahul Kamath, Product Management Oracle Lifetime Support Policies Oracle Enterprise Performance Management Software Error Correction Policy (Doc ID 1617238.1) Oracle Enterprise Performance Management 11g Grace Periods for Error Correction (Doc ID 1590676.1) Oracle's Accessibility Program

Thank you to Rahul Kamath, Product Management for the presentation on this topic. Oracle Data Relationship Management (DRM) - On Premise Support 11.1.2.3 - P1 defect fixing only until May 2019 11.1.2.4 -...

EPM Cloud

Narrative Reporting: European Securities and Markets Authority (ESMA) Disclosure Management with iXBRL

Thank you to Dave Roberts, Product Management, for his presentation on this topic. What is ESMA and how can I learn about ESMA Disclosure Management with iXBRL for Narrative Reporting? The European Securities and Markets Authority (ESMA) has published a Feedback Statement setting out the digital format which issuers in the European Union (EU) must use to report their company information from 1 January 2020. It concludes that Inline XBRL is the most suitable technology to meet the EU requirement for issuers to report their annual financial reports in a single electronic format because it enables both machine and human readability in one document. Narrative Reporting with Disclosure Management - ESMA 2020 What does all of this mean as a customer? All issuers in 2020 in the European Union will need to report their annual filing in iXBRL Narrative Reporting is uniquely suited to retrieve data from disparate data sources Narrative Reporting is cross platform compatible with other Oracle products which the customer may need such as TRCS, SDM, PCMCS, FCCS etc. Narrative Reporting can manage both the annual reporting as well as create the needed iXBRL for this requirement Assessing the ESMA Opportunity Starting January 1, 2020, all EU companies (approximately 5,300 issuers) will be required to file their ESMA financials using iXBRL (XHTML w/ embedded XBRL). Server side and client side changes are required to support this opportunity in Narrative Reporting with Disclosure Management and are planned for release 19.02 - 19.04 The ESEF taxonomy is open, based on IFRS and will require companies to extend company specific concepts and anchor these extensions to standardized concepts in the ESEF taxonomy. ESEF sets out that where an extension taxonomy element combines a number of elements of the ESEF taxonomy, issuers shall anchor that extension taxonomy element to each of the elements in the ESEF taxonomy it combines, except where these elements are reasonably deemed insignificant. ESMA requires that all consolidated face financials, such as Balance Sheet, Income Statement , Statement of Cash Flow, and so on must be detailed and tagged and all Notes to Financial Statements be individually tagged as single blocks of text. Regulator iXBRL tagging will be completed in the same manner as other regulators with the exception that any text string or text block tag that is in a language other than English will need to specify the language in the Mapping Tool UI. Disclosure Management Statutory Reporting Made Simple - Mapping allows you to drag and drop XBRL tagging in MS Office Creating XBRL instance documents Full regulatory-specific validation support for ESMA via Arelle plug in View iXBRL document using Arelle plug in Publish in XBRL, iXBRL, EDGAR HTML, PDF, Word ============================================================================================================================= References: Presentation - by Dave Roberts, Product Management Feedback Statement EPM Cloud Documentation

Thank you to Dave Roberts, Product Management, for his presentation on this topic. What is ESMA and how can I learn about ESMA Disclosure Management with iXBRL for Narrative Reporting? The European...

EPM Cloud

Operational Planning ─ Introducing Unshackled Planning Applications on Oracle Enterprise Performance Management (EPM) Cloud

Thank you to Manish Daga, Venu Machiraju, Suren Seshadri and Shankar Viswanathan, EPM Product Development, for the presentation on this topic. Free Form Planning Excel workbook models are inefficient. Customers have been leveraging Essbase for free form planning for many years and are looking for a SaaS based free form planning process that offers flexibility of Essbase; has the ability to create cubes from excel; enables robust web based planning capabilities and connect these free form and structured planning apps across the organization. Free form Planning is another application type within EPM Cloud Service - Planning Business Process without requiring prerequisite dimensionality or its associated functionality. The following are the primary characteristics of free form planning application: Does not require all Planning specific dimensions The scale of the dimensions is large (~1 million) Leverages Essbase calculation engine Performs instantaneous roll-up Application can be created using Essbase OTL or empty cube Support UI features like Dashboards, Web forms, Valid Combinations etc Free Form Planning provides the following: Build open definition models quickly No required dimensions Import Essbase outlines Hybrid/BSO or ASO cube Leverage EPM platform features – Web and Smart View Single cube per app | Multi app Build large scale models Large # of dimensions Large # of members 2019 roadmap Import Essbase LCM (Q3 CY19) Create app using template in Smart View (Q3 CY19) Web based quick app wizard (Q4 2019) Free Form Scenario Modeling Free Form Scenario Modeling provides the following: Single click model creation from excel templates. Copy paste from excel to create model metadata Create model hierarchies and perform “what-if” scenario modeling Model data can be sliced and diced into “views” and persisted. Views can be included within dashboards. Connect models with free form cubes Create models from free form cubes. Free Form Scenario Model Dimensions Time - Hierarchical single year-period dimension Measures - Free form open set of measures/KPIs/drivers Values – Input / Output - Allows for driver based forecasting like sales as a growth rate Scenario - Associate multiple scenarios to compare Introducing Simplified Model Builder Convert your excel models into Free form Planning Model Start with a small & simple application and enhance over a period of time Any business user can build the model in few hours Connected Planning Use Cases Align top-down Financial Plans with bottom-up Demand Plans Improved Accuracy Predictability of Financial Forecasts Align Demand Plans with Inventory Management/Supply Planning Integrate Departmental Planning with Corporate Planning Independent planning process Country/Region specific needs Scalable Architecture Provide Unified View of Plans across domain Blend the UI flows across Corporate Plans and Department Plans Provide secure view as per the need Corporate Users have more visibility into the department plans Integrated workflow between ERP and Operational Planning Systems Refer to the presentation for more information regarding: Comparable features between Essbase and Free Form Free Form, Custom & Module Based Planning Implementation Guideline Unified Functional Navigation Data Integration Implementation Guideline Rest API Integration Incremental Data Loads ============================================================================================================================= References: Presentation - Manish Daga, Venu Machiraju, Suren Seshadri and Shankar Viswanathan, EPM Product Development EPM Cloud Documentation

Thank you to Manish Daga, Venu Machiraju, Suren Seshadri and Shankar Viswanathan, EPM Product Development, for the presentation on this topic. Free Form Planning Excel workbook models are inefficient....

EPM Cloud

Advisor Webcast: Intelligent Process Automation (IPA) - Seamless Integration Between EPM Cloud Products

Don't forget to register for the following Advisor Webcast scheduled for August 29th, 2019. Intelligent Process Automation (IPA) - Seamless Integration Between EPM Cloud Products Schedule Thursday , August 29, 2019 08:00 AM (US Pacific Time)     Thursday , August 29, 2019 11:00 AM (US Eastern Time)     Thursday , August 29, 2019 05:00 PM (Central European Time)     Thursday , August 29, 2019 08:30 PM (India Standard Time)   Abstract: This one-hour advisor webcast is recommended for technical users and system administrators who manage Financial Consolidation and Close Cloud. Organizations are continually required to report more in a systematic way and less time at both internally as well as externally. Now with task manager in Oracle Financial Consolidation and Close Cloud (FCCS), which can be integrated with a variety of sources applications it has become easy. Topics Include: What is Intelligent Process Automation? How to setup Intelligent Process Automation? How many types are tasks are there? Intelligent Process Automation - Flow Demonstration of one sample tasks automation workflow between EPM cloud products. Benefits of Intelligent Process Automation.   For Additional Information and Registration Details: Register for this Advisor Webcast on on My Oracle Support Community Intelligent Process Automation (IPA) - Seamless Integration Between EPM Cloud Products To view scheduled & archived recordings of previous webcasts: Business Analytics Advisor Webcasts visit Doc ID 1456233.1

Don't forget to register for the following Advisor Webcast scheduled for August 29th, 2019. Intelligent Process Automation (IPA) - Seamless Integration Between EPM Cloud Products Schedule Thursday ,...

EPM On Premise

Oracle Hyperion Profitability and Cost Management 11.1.2.4.130 is available

Patch Set Update (PSU) for ORACLE HYPERION PROFITABILITY AND COST MANAGEMENT 11.1.2.4.x has been released. Oracle Hyperion HPCM PSU 11.1.2.4.130 Patch 29461894 About this Patch: This PSU download is available from the  My Oracle Support > Patches & Updates section. This is a patch set update (PSU).  It requires a full installation of Profitability and Cost Management Services for Release 11.1.2.4.000. You can only apply this patch to release 11.1.2.4.000, or any 11.1.2.4.1xx PSU release. Prerequisites: Required Patches: Oracle Hyperion Shared Services 11.1.2.4.002, 11.1.2.4.005, 11.1.2.4.006 or 11.1.2.4.008. Oracle Hyperion Essbase Server 11.1.2.4.014, 11.1.2.4.018, 11.1.2.4.019, 11.1.2.4.021, 11.1.2.4.022 or 11.1.2.4.033. Oracle Hyperion Essbase RTC 11.1.2.4.014, 11.1.2.4.018, 11.1.2.4.019, 11.1.2.4.021, 11.1.2.4.022 or 11.1.2.4.033. Oracle Hyperion Essbase Administration Services 11.1.2.4.014, 11.1.2.4.016, 11.1.2.4.020, 11.1.2.4.022 or 11.1.2.4.031. Oracle Hyperion Analytic Provider Services 11.1.2.4.014, 11.1.2.4.018, 11.1.2.4.020, 11.1.2.4.022 or 11.1.2.4.033. Note that for Essbase, versions 11.1.2.4.015, 11.1.2.4.016, 11.1.2.4.017, 11.1.2.4.025 and 11.1.2.4.026 have known issues for Profitability and Cost Management and are not supported. Get the patches on My Oracle Support.  Start with a supported version of Essbase Server, then match the versions as nearly as possible across all other components. For example, if you install the 11.1.2.4.033 Essbase Server patch, you should also install the 11.1.2.4.033 Essbase RTC and Analytic Provider Services patches, and the 11.1.2.4.031 Essbase Administration Services patch.   Required User Rights The user applying the patch should be the user who was set up to install and configure EPM System products. Required user privileges or rights: Windows: - Use the user account that has Local administrator rights and was set up for installation and configuration. This user is an administrator and is the same for all EPM System products. Assign local policies if required by the product. Such assignments typically are: “Act as part of the operating system, Bypass traverse checking, Log on as a batch job, Log on as a service.” UNIX/Linux: - Use the account that was used to install EPM System products and has Read, Write, and Execute permissions on $MIDDLEWARE_HOME. If you installed other Oracle products, the user who installed EPM System products must be in the same group as the user who installed the other Oracle products. OPatches are not intended to be applied using a root user. Readme File: The Readme file should be reviewed prior to proceeding with this PSU implementation for important information that includes a full list of the defects fixed, along with additional support information, prerequisites and details for applying patch. It is important to ensure that the requirements and support paths to this patch are met as outlined within the Readme file. The Readme file is available from the Patches & Updates download screen.   The patch install reviews and other patch related information can viewed within the My Oracle Support Communities. Visit the Oracle Hyperion EPM sub-space: Hyperion Patch Reviews

Patch Set Update (PSU) for ORACLE HYPERION PROFITABILITY AND COST MANAGEMENT 11.1.2.4.x has been released. Oracle Hyperion HPCM PSU 11.1.2.4.130 Patch 29461894 About this Patch: This PSU download is...

Monthly Index

Business Analytics Monthly Index - July 2019

  Welcome to the Monthly Index for July 2019 The following provides quick links to recent Proactive Support Blog postings for OBI and Hyperion from the past month.   General Summary Business Analytics Monthly Index - June 2019 Remote Diagnostic Agent (RDA) 19.3 is Available Now! Oracle Open World 2019 - Sessions Designed for You   Business Intelligence (BI) Summary Oracle Business Intelligence (OBI) Bundle Patch 12.2.1.4.190716 is Available Oracle Business Intelligence Enterprise Edition Suite (OBIEE) Bundle Patch 11.1.1.9.190716 is Available   Business Intelligence (BI) Cloud Summary No posts this month   Enterprise Performance Management (EPM) Summary EPM Patch Set Updates - June 2019 Hyperion Planning Patch Set Update 11.1.2.4.009 is Available Hyperion Financial Close Management and Tax Governance 11.1.2.4.253 is Available Essbase Patch Set Update 11.1.2.4.034 is Available   Enterprise Performance Management (EPM) Cloud Summary Oracle Account Reconciliation Cloud (ARCS) - August 2019 Updates Oracle Enterprise Data Management Cloud (EDMCS) - August 2019 Updates Narrative Reporting (Previously EPRCS) - August 2019 Updates Oracle Financial Consolidation and Close Cloud (FCCS) - August 2019 Updates Oracle Planning and Budgeting Cloud (PBCS) - August 2019 Updates Oracle Profitability and Cost Management Cloud (PCMCS) - August 2019 Updates Oracle Tax Reporting Cloud (TRCS) - August 2019 Updates Oracle Enterprise Performance Management (EPM) Integration Update and Roadmap   Advisor Webcasts There were no posts this month

  Welcome to the Monthly Index for July 2019 The following provides quick links to recent Proactive Support Blog postings for OBI and Hyperion from the past month.   General Summary Business Analytics...

EPM Cloud

What's Coming in Oracle Smart View

Thank you to Al Marciante, Product Management Oracle EPM Cloud, for his presentation on this topic. What’s Coming - Oracle Smart View * Oracle Safe Harbor applies Smart View RESTful APIs Helps third party applications to integrate with EPM Cloud Supported APIs List Applications List Cubes Ad-Hoc analysis List Library Contents Open Forms Execute Business Rules Supported for EPM Cloud only Smart View: EPM Cloud Application WINDOWS: Parity Member and alias Flex forms Right click support for members Smart View RESTful API Dashboard support Structures (Navigation flow) Client-side calculation Add member Search Google Sheets for EPM Cloud Office MacOS/Web Spreading Approvals Multi-grid bug fixes Smart Forms Flex Grids Save as ad-hoc grid UDF (HsGetVal/SetVal – functions) Run on save Copy/Paste data points Admin extension support VPAT Structures Application management Chart/Dashboard For more information related to Smart View and Essbase, Enterprise Data Management and EPM Narrative Reporting, refer to the presentation. ============================================================================================================================= References: Presentation - Al Marciante, Product Management - Oracle EPM Cloud EPM Cloud Documentation

Thank you to Al Marciante, Product Management Oracle EPM Cloud, for his presentation on this topic. What’s Coming - Oracle Smart View * Oracle Safe Harbor applies Smart View RESTful APIs Helps third party...

EPM Cloud

What's New and Why Migrate to Oracle Financial Consolidation & Close Business Process from HFM (Hyperion Financial Management)

Thank you to: Rich Wilkie, EPM Product Management, for his presentation on migrating HFM to Financial Consolidation and Close (EPM Cloud); and Al Marciante, EPM Product Management, for his presentation on migrating HFM Financial Reporting Definitions to Financial Consolidation and Close (EPM Cloud) Migrating HFM to Financial Consolidation and Close EPM Cloud Check out the Oracle Cloud Marketplace for Hyperion Financial Management Migration to EPM Cloud All major HFM capabilities are now covered Currency Translation Adjustment                 Copy & Clear                         Movement enhancement for Balance Sheet Accounts     Configurable Calculations & Translations                         Advanced Consolidations                     Ownership Management                     Journals – Auto reversing, Attachments, Recurring, Templates         Configurable Consolidation Rules                 Extended Dimensionality Process Management     Equity Pickup Why should I consider moving from HFM to EPM Cloud Financial Consolidation & Close? Comparison of Features and Functionality: HFM vs. EPM Cloud: Dimensionality   "Configurable" Logic   Easily Migrate HFM Financial Reporting Definitions to Financial Consolidation and Close (EPM Cloud) Check out the Oracle Cloud Marketplace for Hyperion Financial Management Reports Migration to EPM Cloud Migration Tool: Utility to automate application build Moves all artifacts using Lifecycle Management Respects capabilities and validations of EPM Cloud Works with the latest monthly release - Updates to tool as metadata changes each month Persists all mappings 11.1.2.3 and 11.1.2.4 HFM applications are supported - Process can only be run once per target application FR Migration Tool: What You Get 01 Readme: The FrmtUserGuide.docx 02 Script: The Script in Python format (Customizable) 03 FRMT: The working folder structure and the Utility ready to use 04 Examples: The IFRS4DIM application for training purposes with both HFM and Financial Consolidation and Close formats as well as example input reports FR Migration Tool: What You Need to Know User Exporting and importing reports in “des” format from the reporting Repository Creating and editing reports with the Reporting Web Studio Running reports Understanding HFM and FCC metadata models and the mapping between them including specifics of the migration project for which FRMT is used Developer (Customizing Script) Scripting in Python XML HFM and FCC metadata models FR Migration Tool: What it Does (Features) Preserves all the report formatting Updates the data source to read data from Financial Consolidation and Close (FCC) Updates the header logo if present Matches the FCC pre-seeded content in terms of dimensions and member names Adds FCC Consolidation dimension to the report’s dimension layout Allows the mapping of dimensions Provides suggestions for member names based on HFM input or FCC pre-seeded members Allows the mapping of member names Keeps only the data source of the migrated application Converts reports based on an HFM application with 4 custom dimensions to an FCC application with 2 custom dimensions. FR Migration Tool: Automatic Actions Checks if the folder structure is the correct one Checks if the FCC Template report is present Removes the old report logo Inserts the new logo Maps out of the box dimensions (for example “Year” becomes “Years”) Creates the “Consolidation” dimension Creates the new FCC report Moves to process the next report in the folder if present, also keeping all the dimensions as mapped for the first report FR Migration Tool: User (Prompted) Actions Asks for the default location of the folders when run as script only, implicit location for Utility; Asks for the names of the 4 Custom dimensions. User should input Movement and Data Source for two of them; Loops through Rows, Columns, Page and POV searching for Anchor If static Anchor (the function for the Anchor is Member) suggests the value for the Anchor as the value to keep and gives the option to change it If dynamic Anchor (for example, Descendants) asks if the function should be kept Yes (y) moves on and suggests the value for the Anchor as the value to keep and gives the option to change it No (n) asks the user to provide the full expression for that Anchor   What's New and Coming in Oracle EPM Cloud: Financial Consolidation and Close * Oracle Safe Harbor applies   What's New and Coming in Oracle EPM Cloud: Account Reconciliation * Oracle Safe Harbor applies ============================================================================================================================= References: Presentation on Migrating HFM to Financial Consolidation and Close - by Rich Wilkie, EPM Product Management Presentation on Easily Migrating HFM Financial Reporting Definitions to Financial Consolidation and Close (EPM Cloud) - Al Marciante, EPM Product Management Hyperion Financial Management Migration to EPM Cloud Hyperion Financial Management Reports Migration to EPM Cloud HFM to EPM Cloud Migration Utilities (Doc ID 2420798.1) EPM Cloud Documentation

Thank you to: Rich Wilkie, EPM Product Management, for his presentation on migrating HFM to Financial Consolidation and Close (EPM Cloud); and Al Marciante, EPM Product Management, for his presentation o...

EPM Cloud

Oracle Tax Reporting Cloud (TRCS) - August 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Tax Reporting Cloud (TRCS) update: Oracle Tax Reporting Cloud (TRCS) August 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, August 2,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, August 16,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Features: New Version of EPM Automate New Server Setting in Financial Reporting Web Studio Task Manager Limits on Object Instances Event Monitoring Integrations for Oracle Fusion General Ledger Upcoming Changes: Future New Connection Type and Advanced Options for External Connections for Tax Reporting EPM Cloud's New Look and Feel Classic Dimension Editor Removal of Instance Name from Predefined Role Names Query Governor on BSO and ASO Cubes Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1). Considerations: Migrating a Snapshot from an Existing Tax Reporting Cloud Application to the Next Level Enterprise Performance Management Cloud Service Errors When Importing Accounting ================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Tax Reporting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1  

The following announcements and considerations are outlined in the upcoming Oracle Tax Reporting Cloud (TRCS) update: Oracle Tax Reporting Cloud (TRCS) August 2019 Monthly Update Schedule: Oracle will...

EPM Cloud

Oracle Profitability and Cost Management Cloud (PCMCS) - August 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Profitability and Cost Management Cloud  (PCMCS) update: Oracle Profitability and Cost Management Cloud  (PCMCS) August 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, August 2,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, August 16,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Features: New Version of EPM Automate New Server Setting in Financial Reporting Web Studio New Models Cluster in Profitability and Cost Management New Languages in Profitability and Cost Management Upcoming Changes: Removal of Instance Name from Predefined Role Names EPM Cloud's New Look and Feel Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) ==================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Profitability and Cost Management Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The following announcements and considerations are outlined in the upcoming Oracle Profitability and Cost Management Cloud  (PCMCS) update: Oracle Profitability and Cost Management Cloud  (PCMCS) August...

EPM Cloud

Oracle Planning (Previously Called Planning and Budgeting Cloud (PBCS)) - August 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Planning update: Oracle Planning Oracle Planning and Budgeting Cloud (PBCS) and Enterprise Planning and Budgeting Cloud (EPBCS) August 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, August 2,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, August 16,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Features: New Version of EPM Automate New ASO Functions in Calculation Manager New Server Setting in Financial Reporting Web Studio Custom Application Types Support Simplified Multicurrency New Troubleshooting Information Upcoming Changes: Query Governor on BSO and ASO Cubes Removal of Instance Name from Predefined Role Names EPM Cloud's New Look and Feel Classic Dimension Editor Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)   =================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Planning and Budgeting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The following announcements and considerations are outlined in the upcoming Oracle Planning update: Oracle Planning Oracle Planning and Budgeting Cloud (PBCS) and Enterprise Planning and Budgeting Cloud (...

EPM Cloud

Oracle Financial Consolidation and Close Cloud (FCCS) - August 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Financial Consolidation and Close Cloud (FCCS) update: Oracle Financial Consolidation and Close Cloud (FCCS) August 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, August 2,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, August 16,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Features: New Version of EPM Automate Ability to Create Rate Accounts for Translation Overrides New Server Setting in Financial Reporting Web Studio Scenario Override Option for Opening Balance Simplified Seeded Balance Sheet and Movements Option Event Monitoring Integrations for Oracle Fusion General Ledger Task Manager Limits on Object Instances New Troubleshooting Information Upcoming Changes: Removal of Instance Name from Predefined Role Names Classic Dimension Editor EPM Cloud's New Look and Feel Query Governor on BSO and ASO Cubes Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) Considerations: Calculation Status Copying Data Editing Data in a Data Collection Period Adding Shared Members in Smart View Self-Service Upgrade Horizontal Scroll on a Non-Tabular Form Unable to Refresh the Cube Viewing Members on Seeded Forms Viewing the FCCS_VIEW_SYSTEM_MEMBERS Translation Override Rule Redirection Simplified Dimension Editor and Metadata Validation Entity Member Names/Aliases with ICP Property Setting the Data Collection Period Working with Metadata Ownership Management Enablement Smart View Summary Dialog Display Extended Dimensionality Performance Consideration Equity Pickup - Different Currencies for a Holding Company and Its Immediate Parent ========================================================================================================= Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Financial Consolidation and Close Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1    

The following announcements and considerations are outlined in the upcoming Oracle Financial Consolidation and Close Cloud (FCCS) update: Oracle Financial Consolidation and Close Cloud (FCCS) August...

EPM Cloud

Narrative Reporting (Previously EPRCS) - August 2019 Updates

The following announcements and considerations are outlined in the upcoming Narrative Reporting update: Oracle Narrative Reporting (previously EPRCS) August 2019   Oracle Enterprise Performance Reporting Cloud is Now Narrative Reporting. Product Name changes are introduced in 19.06 as part of a new approach to structuring Oracle Enterprise Performance Management Cloud business processes. The new Oracle Enterprise Performance Management Cloud provides end-to-end business processes to meet the requirements of most organizations and ensure a connected and agile experience across multiple business processes. Starting in 19.06, Oracle Enterprise Performance Reporting Cloud is referred to as the Narrative Reporting business process. The functionality is unchanged. Narrative Reporting continues to provide a secure, process-driven approach for defining, authoring, reviewing and publishing financial and management report packages. Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, August 2,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, August 16,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Features: Conditional Text in Management Reporting Disclosure Management Supports SEC Reporting Taxonomy (SRT) New Narrative Reporting 19.08 Extension for Smart View Changes to Provisioning Terminology in Access Control Upcoming Changes: Removal of Instance Name from Predefined Role Names Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) Considerations: Management Reporting Access Control Report Packages Disclosure Management Smart View Only for Smart View for Office with Microsoft Office 365 ProPlus ====================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Enterprise Performance Reporting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The following announcements and considerations are outlined in the upcoming Narrative Reporting update: Oracle Narrative Reporting (previously EPRCS) August 2019   Oracle Enterprise Performance Reporting...

EPM Cloud

Oracle Enterprise Data Management Cloud (EDMCS) - August 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Enterprise Data Management Cloud (EDMCS) update: Oracle Enterprise Data Management Cloud (EDMCS) August 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, August 2,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, August 16,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server.  Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Features: REST API for Browsing and Searching Nodes New Version of EPM Automate Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) Considerations: Default Values for Node, Date, and Timestamp Display with Red Border Email Notifications in English User with No Email Address Upcoming Changes: Removal of Instance Name from Predefined Role Names ======================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Enterprise Data Management Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1  

The following announcements and considerations are outlined in the upcoming Oracle Enterprise Data Management Cloud (EDMCS) update: Oracle Enterprise Data Management Cloud (EDMCS) August 2019 Monthly...

EPM Cloud

Oracle Account Reconciliation Cloud (ARCS) - August 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Account Reconciliation Cloud (ARCS) update: Oracle Account Reconciliation Cloud (ARCS) August 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance window that occurs on or after 22:00 UTC (15:00 PDT) on Friday, August 2, 2019. Oracle will apply the latest monthly updates to your Production environment during the first daily maintenance window that occurs on or after at 22:00 UTC.(15:00 PDT) on Friday, August 16, 2019. NOTE: Account Reconciliation Cloud does not support migration of snapshots from the latest service version to an earlier service version (for example, when moving snapshots between test and production pods during the window when test is upgraded before production.) Migration between the same versions will still be supported.  Some objects, such as Profiles, may still be moved from the latest to an earlier version outside of migration snapshots by exporting them from the latest service version and importing them into the earlier version. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators Features: Reviewers and Viewers Now Allowed to View Unmatched and Suggested Match Tabs in Transaction Matching Period Start, End, and Close Dates Added to List of Attributes for a Calculated Attribute New Version of EPM Automate Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) Upcoming Changes: EPM Cloud's New Look and Feel Removal of Instance Name from Predefined Role Names Considerations: Academy Using Refresh   Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Account Reconciliation Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The following announcements and considerations are outlined in the upcoming Oracle Account Reconciliation Cloud (ARCS) update: Oracle Account Reconciliation Cloud (ARCS) August 2019 Monthly Update...

EPM On Premise

Essbase Patch Set Update 11.1.2.4.034 is Available

The Hyperion Product Management recently advised the release of Patch Set Updates (PSU) for Oracle Hyperion Essbase 11.1.2.4.x. These PSU downloads are available from the  My Oracle Support > Patches & Updates section. Hyperion Essbase Server 11.1.2.4.034 Patch 29766641: Essbase Server Hyperion Essbase Client 11.1.2.4.034 Patch 29766654: Essbase RTC Patch 29766646: Essbase Client Patch 29766651: Essbase Client MSI Hyperion Analytic Provider Services 11.1.2.4.034 Patch 29765581: Essbase Analytic Provider Services   RECOMMENDATIONS: Caution: Oracle recommends using the same version of all Essbase portfolio products (Essbase, Essbase Administration Services, Hyperion Provider Services, and Essbase Studio) and components (server, client, runtime client, API, and JAPI). When only some Essbase portfolio products are included in a patch release, the last released versions of the products that are not included in the patch are supported. Essbase Administration Services 11.1.2.4.031, Provider Services 11.1.2.4.034, and Essbase Studio 11.1.2.4.031 are supported for use with Essbase 11.1.2.4.034. Recommendation: After you apply a patch within the same release codeline, Oracle recommends as a best practice that you export the data from your databases, clear the data from the databases, and then reload the data. README FILE: Refer to the Readme files prior to proceeding with these PSU implementations for important information that includes the supported paths per component, along with a full list of the defects fixed, additional support information, prerequisites, details for applying patch and troubleshooting FAQ's. It is important to ensure that the requirements and support paths to this patch are met as outlined within the Readme file. The Readme file is available from the Patches & Updates download screen for each of the Hyperion Essbase components. Why not share your experience about installing this patch ... In the MOS | Patches & Updates screen for the relevant patch, simply click the "Start a Discussion" and submit your review. The patch install reviews and other patch related information is available within the My Oracle Support Communities. Visit the Oracle Hyperion EPM sub-space: Hyperion Patch Reviews   For questions specific to Hyperion Essbase ... The My Oracle Support Community "Hyperion Essbase" is the ideal first stop to seek & find product specific answers.   To locate the latest Essbase Patch Sets and Patch Set Updates at anytime visit the My Oracle Support (MOS) Knowledge Article: Available Patch Sets and Patch Set Updates for Oracle Hyperion Essbase Doc ID 1396084.1   DOCUMENTATION: Oracle Help Center provides the Enterprise Performance System (EPM) 11.1.2.4 documentation, with the guides including Deployment & Installation, Best Practices, Accessibility Guides and more.     The Hyperion Essbase 11.1.2.4 product specific guides are located within Oracle Applications - Enterprise Performance Management tab:     Oracle Help Center | Oracle EPM System Documentation

The Hyperion Product Management recently advised the release of Patch Set Updates (PSU) for Oracle Hyperion Essbase 11.1.2.4.x. These PSU downloads are available from the  My Oracle Support > Patches &...

EPM Cloud

Oracle Enterprise Performance Management (EPM) Integration Update and Roadmap

Thank you to Mike Casey, EPM Product Management, for his presentation on this topic.   Use Cases for Data Integration: Some examples of use cases are provided below. For more detailed examples, refer to the presentation. Native Cloud Data Loading - provided by each EPM Cloud Service On-Premises to EPM Cloud - Using On-Premises Financial Data Quality Management, Enterprise Edition (FDMEE) Integration using Data Management/Integration (FDMEE for the cloud) - Transform and load from any source Cloud to Cloud - Using Data Management Integration with Oracle GL Cloud - Using Data Management/Integration Oracle HCM Cloud to EPM - Pre-built Integration using Data Management Oracle NetSuite to EPM Cloud - Pre-built Integration Oracle Projects Cloud (PPM) to EPM Cloud - Manual Process; refer to Doc ID 2407735.1 Hybrid for ARCS using FDMEE On-premise - With Scripting and EPM Automate Export from Oracle ERP - Use BI Publisher or BI Cloud Connect Oracle Integration Cloud Service (ICS) - Orchestrate Integration using Cloud Service Using EPM Automate - Standalone or called from on-premise FDMEE Extract from Any Source and Load to the Cloud Integration Options - Native File Load, Data Integration and FDMEE Native File Load This is a feature of EPM Cloud No additional license outside EPM Cloud Software runs in EPM Cloud File Based Load and Extract Predefined format matching Planning Account Dimensionality No drill or mapping Data Integration This is a feature of EPM Cloud No additional license outside EPM Cloud Software runs in EPM Cloud File Based Load and Extract Drill to Source in Stage and Drill Through to Source System Mapping and Aggregation of Data Replacement for Data Management Financial Data Quality Management (FDMEE) This is a licensed product that is purchased in addition to EPM Cloud Software runs at Customer (Hardware Required) Drill to Source in Stage and Drill Through to Source System Mapping and Aggregation of Data Ability to pull data directly from data sources with pre-built and universal adapters   Data Integration – Next Generation User Interface Replaces Workspace Data Management Same data model – new UI Full parity planned for CY19 New features provided via Data Integration REST API and EPM Automate commands remain unchanged     Roadmap - Oracle EPM: Data Management/Integration Oracle Safe Harbor Statement: The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It 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 for Oracle's products remains at the sole discretion of Oracle. ===================================================================================================== References: Presentation - presented by Mike Casey, EPM Product Management BI Cloud Connect Whitepaper - Integrating between Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) and Oracle Project Portfolio Management Cloud (PPM Cloud) (Doc ID 2407735.1)

Thank you to Mike Casey, EPM Product Management, for his presentation on this topic.   Use Cases for Data Integration: Some examples of use cases are provided below. For more detailed examples, refer to...

EPM On Premise

Hyperion Financial Close Management and Tax Governance 11.1.2.4.253 is Available

The following Patch Set Update (PSU) has been released for Hyperion Financial Close Management (FCM) 11.1.2.4.x. This PSU download is available from the  My Oracle Support > Patches & Updates section. Hyperion Financial Close Management and Tax Governance PSU 11.1.2.4.253  Patch 29060830 Caution: You are urged to carefully read and understand the following requirements. Failure to comply may result in applying a patch that can cause your application to malfunction, including interruption of service and/or loss of data. 11.1.2.4.253 PSU for Financial Close Management and Tax Governance are the same patch but have different readme steps. See notes below. If you have Tax Governance and Financial Close Management installed on same environment, please follow the readme steps from FCM 11.1.2.4.253 instead. If you have Tax Governance and Financial Close Management installed on same environment and have applied FCM 11.1.2.4.253 PSU (29060830), you need not apply this patch on that environment. Before Installing or applying this patch: Prior to proceeding with this PSU implementation refer to the Readme file for important information. In addition to the details of new features and full list of the defects fixed, the Readme file contains important support information that includes prerequisites, install details for applying patch, post-installation instructions, and tips & troubleshooting information. The Readme file is available from the Patches & Updates download screen. ============================================================================================================ To share your experience about installing this patch ... In the MOS > Patches & Updates screen for FCM  Patch 29060830, click the "Start a Discussion" or "Reply to Discussion" and submit your review. The patch install reviews and other patch related information is available within the My Oracle Support Communities. Visit the Oracle Hyperion EPM sub-space -  Hyperion Patch Reviews Have a question for FCM specifically .... The My Oracle Support Community "Hyperion Financial Close Management" is the ideal first stop to seek & find product specific answers. Check it out at Hyperion Financial Close Management (MOSC) To locate the latest Patch Sets and Patch Set Updates for the EPM products visit the My Oracle Support (MOS) Knowledge Article Oracle Hyperion Enterprise Performance Management Products Doc ID 1400559.1  

The following Patch Set Update (PSU) has been released for Hyperion Financial Close Management (FCM) 11.1.2.4.x. This PSU download is available from the  My Oracle Support > Patches & Updates section. Hy...

BI On Premise

Oracle Business Intelligence Enterprise Edition Suite (OBIEE) Bundle Patch 11.1.1.9.190716 is Available

The following Bundle Patch has been released for Oracle Business Intelligence Enterprise Edition (OBIEE) 11.1.1.9.x This bundle patch download is available from the My Oracle Support | Patches & Updates section. Oracle Business Intelligence Enterprise Edition (OBIEE) Suite Bundle Patch 11.1.1.9.190716 Patch 29994430 NOTE: Due to end of error correct support (Dec 2018), it is highly recommended that you begin your out-of-place migration plans to Oracle Analytics Cloud or the latest available OBIEE 12c version. A Bundle Patch is a collection of cumulative patches for the Oracle BI EE components. The patches in a Bundle Patch have been tested to work together. Therefore, you must apply every patch in the Bundle Patch. About this Patch: Oracle BI EE Suite Bundle Patch 11.1.1.9.190716 includes all the bug fixes released in Oracle BI EE Suite Bundle Patch 11.1.1.9.190416 and new bug fixes To install the Oracle BI EE Suite Bundle Patch 11.1.1.9.190716 patch, Oracle BI EE 11.1.1.9.0 must be installed in the Oracle BI Home directory. Subsequent Oracle BI EE patches can be installed on Oracle BI EE 11.1.1.9.0 or any Oracle BI EE bundle patch with a lower fifth numeral version than the one being installed. For example, you can install 11.1.1.9.190716 on 11.1.1.9.0. Patch 29994430 is the top-level patch and it contains all of the cumulative component patches. This provides a single patch to download from My Oracle Support, although there are several component patches that must be installed in the Oracle BI Home directory. Note that some component patches might not have changed since the last Bundle Patch was installed but all are included in the Bundle Patch. Only component patches that have NEW changes will be installed by OPatch. For Oracle BI EE Suite Bundle Patch 11.1.1.9.190716, the component patches listed in the table below in BOLD are new. The Oracle BI EE Suite Bundle Patch 11.1.1.9.190716 under the top-level patch 29994430  consists of the following component patches: 24346370    BIADFCOMPS Bundle Patch 11.1.1.9.160808    Oracle Business Intelligence ADF Components (BIADFCOMPS) 29317468    BIFNDN Bundle Patch 11.1.1.9.190206    Oracle Business Intelligence Presentation Services (BIPS) (BIFNDN) 29931930    BIP Bundle Patch 11.1.1.9.190619    Oracle Business Intelligence Publisher (BIP) 27325397    BIFNDNEPM 11.1.1.9.0 Runtime Patch 45    Oracle Enterprise Performance Management Components Installed from Oracle BI Installer 11.1.1.9.0 (BIFNDNEPM) 28006413    BIMAD Bundle Patch 11.1.1.9.180511    Oracle BI Mobile App Designer (BIMAD) 30011965    BISERVER Bundle Patch 11.1.1.9.190704    Oracle Business Intelligence Server (BISERVER) 28241036    BISHIPHOME Patch for 11.1.1.9.181016    Oracle Business Intelligence Platform Client Installers and MapViewer 27278192    BITHIRDPARTY Bundle Patch 11.1.1.9.180417    Oracle Business Intelligence Third Party Prior to proceeding with this OBIEE Bundle Patch implementation and related downloads, refer to the Readme file for important information. It is important to verify that the requirements, installation instructions; support paths; notes; etc for this patch are met as outlined within the Readme file; which is available from the Patches & Updates download screen.For More Information..... To locate the latest available Patch information for OBIEE, refer to OBIEE 11g: Required and Recommended Bundle Patches and Patch Sets - Doc ID 1488475.1 OBIEE 12c: Required and Recommended Bundle Patches and Patch Sets (Doc ID 2070465.1) For an introduction to OBIEE Suite Bundle Patches, which includes information on the bundle patch lifecycle, availability, and version names, refer to OBIEE Suite Bundle Patches - Doc ID 1591422.1 Critical Patch Update (CPU) Program April 2019 Patch Availability Document (PAD) (Doc ID 2498664.1)   To share your experience about installing this patch ... In the MOS | Patches & Updates screen for OBIEE  Patch 29994430, click the "Start a Discussion" and submit your review.   Have a question for OBIEE specifically .... The My Oracle Support Community " OBIEE (MOSC) " is the ideal first stop to seek & find product specific answers:

The following Bundle Patch has been released for Oracle Business Intelligence Enterprise Edition (OBIEE) 11.1.1.9.x This bundle patch download is available from the My Oracle Support | Patches &...

BI On Premise

Oracle Business Intelligence (OBI) Bundle Patch 12.2.1.4.190716 is Available

The following Bundle Patch has been released for Oracle Business Intelligence Enterprise Edition (OBIEE) 12.2.1.4.x This bundle patch download is available from the My Oracle Support | Patches & Updates section. Oracle Business Intelligence (OBI) Bundle Patch 12.2.1.4.190716 Patch 29640387   This is the most recent and recommended cumulative Critical Patch Update (CPU) patch for this release. The patch should be applied according to the readme. Readme: Prior to proceeding with this OBIEE Bundle Patch implementation and related downloads, refer to the Readme file for important information. It is important to verify that the requirements, installation instructions; support paths; notes; etc for this patch are met as outlined within the Readme file; which is available from the Patches & Updates download screen. Patch Information: Oracle BI Bundle Patches are cumulative. To install the Oracle BI Bundle Patch 12.2.1.4.190716 patch, Oracle BI 12.2.1.4.0 must be installed in the Oracle BI Home directory. Subsequent Oracle BI patches can be installed on Oracle BI 12.2.1.4.0 or any Oracle BI bundle patch with a lower fifth numeral version than the one being installed. For example, you can install 12.2.1.4.190716 on 12.2.1.4.0.   For More Information..... To locate the latest available Patch information for 12c, refer to OBIEE 12c: Required and Recommended Bundle Patches and Patch Sets - Doc ID 2070465.1 For an introduction to OBIEE Suite Bundle Patches, which includes information on the bundle patch lifecycle, availability, and version names, refer to OBIEE Suite Bundle Patches - Doc ID 1591422.1 Critical Patch Update (CPU) Program April 2019 Patch Availability Document (PAD) (Doc ID 2498664.1) Critical Patch Updates, Security Alerts and Bulletins Master Note for Database Proactive Patch Program (756671.1) Master Note for Enterprise Manager Proactive Patch Program (822485.1)  Master Notes on Fusion Middleware Proactive Patching (1494151.1)   To share your experience about installing this patch ... In the MOS | Patches & Updates screen for OBIEE  Patch 29640387, click the "Start a Discussion" and submit your review.   Have a question for OBIEE specifically .... The My Oracle Support Community " OBIEE (MOSC) " is the ideal first stop to seek & find product specific answers:

The following Bundle Patch has been released for Oracle Business Intelligence Enterprise Edition (OBIEE) 12.2.1.4.x This bundle patch download is available from the My Oracle Support | Patches &...

News and Announcements

Remote Diagnostic Agent (RDA) 19.3 is Available Now!

Remote Diagnostic Agent (RDA) 19.3 is released! Thanks to Tamzin Oscroft for providing this information. Remote Diagnostic Agent (RDA) is a command-line-driven data collection framework that can gather product and environmental information to assist in problem diagnosis. Full information on RDA is available in Remote Diagnostic Agent (RDA) – Information Center (DocID 2388643.2) RDA 19.3 has a new Health Check Validation Engine (HCVE) database created for version 19c of the Relational Database Management System (RDBMS). The databases for lower versions have undergone significant revisions to bring their checks up to date. Other improvements include: An alteration to the Operating System (OS) module to make prstat the default utility on Solaris A refinement of the files collected by the Universal Content Management (UCM) module The addition of a “Domain Summary” to the OFM_UcmWls and OFM_WebCenter profiles Updated version checks for minimum versions of Perl and Java Development Kit (JDK) A correction to the interaction between modules running in the background and foreground   This release of RDA is bundled with the 2.12.36R release of Diagnostic Assistant (DA). The DA tool is a command-line interface designed to simplify and standardize the end user’s experience with tools including RDA, Automatic Diagnostic Repository (ADR), and Oracle Configuration Manager (OCM). In addition, DA can work with Oracle applications such as JD Edwards Enterprise One, Siebel, and PeopleSoft, providing a basic Java interface to facilitate the user’s data collection. For more information about DA functionality, refer to Diagnostic Assistant: Information Center (Doc ID 201804.2)                             For more information on RDA, review these helpful resources: Remote Diagnostic Agent (RDA) – Information Center (DocID 2388643.2) Remote Diagnostic Agent (RDA) – Getting Started (DocID 314422.1) RDA Release Notes (Doc ID 414970.1) Remote Diagnostic Agent (RDA) – FAQ (Doc ID 330363.1)    

Remote Diagnostic Agent (RDA) 19.3 is released! Thanks to Tamzin Oscroft for providing this information. Remote Diagnostic Agent (RDA) is a command-line-driven data collection framework that can gather...

EPM On Premise

Hyperion Planning Patch Set Update 11.1.2.4.009 is Available

Hyperion Product Management have advised the release of a Patch Set Update (PSU) for Oracle Hyperion Planning 11.1.2.4.x. This PSU is available from the My Oracle Support | Patches & Updates section. Hyperion Planning Patch Set Update 11.1.2.4.009 Patch 29889455 This is a patch set update (PSU).This patch replaces files in the existing installation and does not require a full installation. This is a standalone patch and it is built on 11.1.2.4.000 of Planning. This PSU can be applied to the Hyperion Planning releases: Planning 11.1.2.4.000 Planning 11.1.2.4.001 (20817841) Planning 11.1.2.4.002 (20937926) Planning 11.1.2.4.003 (21317639) Planning 11.1.2.4.004 (22186227) Planning 11.1.2.4.005 (23009543) Planning 11.1.2.4.006 (25345185) Planning 11.1.2.4.007 (27027776) Planning 11.1.2.4.008 (28103100) Defects Fixed: Refer to the readme for the full list Prerequisites: EPM System Patches: Before applying this patch, install the below mentioned patch as described in the readme for that patch: Oracle Hyperion Financial Data Quality Management, Enterprise Edition Patch Set Update (PSU): 11.1.2.4.200 (Patch 22452414) or later PSU. Oracle Hyperion Essbase Server Patch Set Update (PSU): 11.1.2.4.026 (Patch 28396949). Please note: Only for Solaris platform, install the below patch: Oracle Hyperion Essbase Server Patch Set Update (PSU): 11.1.2.4.025 (Patch 27797131) Oracle Hyperion Essbase RTC Patch Set Update (PSU): 11.1.2.4.026 (Patch 28396957). Please note: Only for Solaris platform, install the below patch: Oracle Hyperion Essbase RTC Patch Set Update (PSU): 11.1.2.4.025 (Patch 27797123) Oracle Calculation Manager Patch Set Update (PSU): 11.1.2.4.006 (Patch 22806363) or a later PSU. Oracle Hyperion Financial Reporting Release 11.1.2.4.000 Patch Set Update (PSU): 11.1.2.4.006 (Patch 22462544) or a later PSU. Please note: If Oracle Hyperion 11.1.2.4.900 Patch Set Update (PSU) is applied, then no other Oracle Hyperion Financial Reporting or Oracle Hyperion Workspace patches that are released prior to 5/1/2018 should be applied. Doing so, will effectively rollback Financial Reporting/Workspace to 11.1.2.4.700, which used Reporting&Analysis (R&A). In other words, the EPM system will no longer work. Smart View 11.1.2.5.520+. Download the Smart View zip file from either OTN or MOS: Other Required Patches: Apply the ADF MLR Patch 25113405. Apply the ADF MLR Patch 27457998 SU Patch [FMJJ]: WLS PATCH SET UPDATE 10.3.6.0.171017 (Patch 26519424) Required User Rights The user applying the patch should be the user who was set up to install and configure EPM System products. Required user privileges or rights: Windows:- Use the user account that has Local administrator rights and was set up for installation and configuration. This user is an administrator and is the same for all EPM System products. Assign local policies if required by the product. Such assignments typically are: “Act as part of the operating system, Bypass traverse checking, Log on as a batch job, Log on as a service.” UNIX/Linux: - Use the account that was used to install EPM System products and has Read, Write, and Execute permissions on $MIDDLEWARE_HOME. If you installed other Oracle products, the user who installed EPM System products must be in the same group as the user who installed the other Oracle products. OPatches are not intended to be applied using a root user. Ensure to review the Readme file prior proceeding with this PSU implementation for important information that includes prerequisites, details for applying patch, troubleshooting FAQ's and additional support information. The Readme file is available from the Patches & Updates download screen. Share your experience about installing this patch ... In the MOS | Patches & Updates screen for Oracle Hyperion Planning Patch 29889455, click the "Start a Discussion" or "Reply to Discussion" and submit your review. The patch install reviews and other patch related information is available within the My Oracle Support Communities. Visit the Oracle Hyperion EPM sub-space: Hyperion Patch Reviews For questions specific to Hyperion Planning ... The My Oracle Support Community "Hyperion Planning Products" is the ideal first stop to seek & find product specific answers:  Hyperion Planning Products  

Hyperion Product Management have advised the release of a Patch Set Update (PSU) for Oracle Hyperion Planning 11.1.2.4.x. This PSU is available from the My Oracle Support | Patches & Updates section. Hyp...

Monthly Index

Business Analytics Monthly Index - June 2019

  Welcome to the Monthly Index for June 2019 The following provides quick links to recent Proactive Support Blog postings for OBI and Hyperion from the past month.   General Summary Business Analytics Monthly Index - May 2019   Business Intelligence (BI) Summary No posts this month   Business Intelligence (BI) Cloud Summary Oracle Analytics Cloud (OAC) 5.3 and Data Visualization Desktop 5.3 is Released   Enterprise Performance Management (EPM) Summary EPM Patch Set Updates - May 2019 Oracle Hyperion Financial Reporting 11.1.2.4.711 is Available Essbase Patch Set Update 11.1.2.4.033 is Available Hyperion Enterprise Performance Management (EPM) Officially Joins Oracle Applications Unlimited - What Does This Mean? Hyperion Enterprise Performance Management (EPM) 11.2 On-Premises Release Information   Enterprise Performance Management (EPM) Cloud Summary Oracle Account Reconciliation Cloud (ARCS) - July 2019 Updates Oracle Enterprise Data Management Cloud (EDMCS) - July 2019 Updates Narrative Reporting (Previously EPRCS) - July 2019 Updates Oracle Financial Consolidation and Close Cloud (FCCS) - July 2019 Updates Oracle Planning and Budgeting Cloud (PBCS) - July 2019 Updates Oracle Profitability and Cost Management Cloud (PCMCS) - July 2019 Updates Oracle Tax Reporting Cloud (TRCS) - July 2019 Updates Oracle Enterprise Data Management Cloud (EDMCS) - Essential Data Foundation for the Office of the CFO New Changes for Oracle Enterprise Performance Management (EPM) Cloud Hybrid BSO in Enterprise Planning Budgeting Cloud Service (EPBCS) - Best Practices, Tips, and Tricks   Advisor Webcasts There were no posts this month

  Welcome to the Monthly Index for June 2019 The following provides quick links to recent Proactive Support Blog postings for OBI and Hyperion from the past month.   General Summary Business Analytics...

EPM Cloud

Oracle Tax Reporting Cloud (TRCS) - July 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Tax Reporting Cloud (TRCS) update: Oracle Tax Reporting Cloud (TRCS) July 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, July 5,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, July 19,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Announcements: New Version of EPM Automate Changes to Provisioning Terminology Removal of Support for Transport Layer Security Protocol 1.0 and 1.1 Maintenance Notification in the Simplified User Interface Export Expanded Reports to Excel Viewing and Filtering Jobs Generating Reports in Tax Reporting Using REST API Use REST API to Email Generated Reports Support for Comma Separated Value (CSV) Format for Reports New EPM Cloud Features Tool Tracing Users in Task Manager Workflows Add or Remove Users When Working with Teams Using REST API New Domain Option in Smart View (Mac and Browser) Manifest File Upcoming Changes: Classic Dimension Editor EPM Cloud's New Look and Feel Removal of Instance Name from Predefined Role Names Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1). Considerations: Errors When Importing Accounts Migrating a Snapshot from an Existing Tax Reporting Cloud Application to the Next Level Enterprise Performance Management Cloud Service ================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Tax Reporting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1  

The following announcements and considerations are outlined in the upcoming Oracle Tax Reporting Cloud (TRCS) update: Oracle Tax Reporting Cloud (TRCS) July 2019 Monthly Update Schedule: Oracle will apply...

EPM Cloud

Oracle Profitability and Cost Management Cloud (PCMCS) - July 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Profitability and Cost Management Cloud  (PCMCS) update: Oracle Profitability and Cost Management Cloud  (PCMCS) July 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, July 5,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, July 19,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Announcements: Better Support for Rule Development and Testing Changes to Provisioning Terminology Removal of Support for Transport Layer Security Protocol 1.0 and 1.1 New EPM Cloud Features Tool Upcoming Changes: EPM Cloud's New Look and Feel Removal of Instance Name from Predefined Role Names Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) ==================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Profitability and Cost Management Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The following announcements and considerations are outlined in the upcoming Oracle Profitability and Cost Management Cloud  (PCMCS) update: Oracle Profitability and Cost Management Cloud  (PCMCS) July...

EPM Cloud

Oracle Planning (Previously Called Planning and Budgeting Cloud (PBCS)) - July 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Planning update: Oracle Planning Oracle Planning and Budgeting Cloud (PBCS) and Enterprise Planning and Budgeting Cloud (EPBCS) July 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, July 5,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, July 19,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Announcements: New EPM Cloud Features Tool REST API Updates Changes to Provisioning Terminology Export Expanded Reports to Excel Maintenance Notification in the Simplified User Interface New Version of EPM Automate Removal of Support for Transport Layer Security Protocol 1.0 and 1.1 Self-Service Content Update Working with Funding Options (Strategic Modeling) Working with Time Periods (Strategic Modeling) Ability to Call External REST Resources from Groovy Object Model New Domain Option in Smart View (Mac and Browser) Manifest File Upcoming Changes: Classic Dimension Editor EPM Cloud's New Look and Feel Removal of Instance Name from Predefined Role Names Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)   =================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Planning and Budgeting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The following announcements and considerations are outlined in the upcoming Oracle Planning update: Oracle Planning Oracle Planning and Budgeting Cloud (PBCS) and Enterprise Planning and Budgeting Cloud (...

EPM Cloud

Oracle Financial Consolidation and Close Cloud (FCCS) - July 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Financial Consolidation and Close Cloud (FCCS) update: Oracle Financial Consolidation and Close Cloud (FCCS) July 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, July 5,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, July 19,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Announcements: New Version of EPM Automate Changes to Provisioning Terminology Removal of Support for Transport Layer Security Protocol 1.0 and 1.1 Ability to Export Metadata Validation Results Export Expanded Reports to Excel Using Calculation Manager in Standard Mode Configuring Consolidations Rule-Set Source Dataset Viewing and Filtering Jobs Use REST API to Generate Reports Email Generated Reports Using REST API Support for Comma Separated Value (CSV) Format for Reports Tracing Users in Task Manager Workflows Add or Remove Users When Working with Teams Using REST API New EPM Cloud Features Tool New Domain Option in Smart View (Mac and Browser) Manifest File Upcoming Changes: Classic Dimension Editor EPM Cloud's New Look and Feel Removal of Instance Name from Predefined Role Names Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) Considerations: Calculation Status Copying Data Editing Data in a Data Collection Period Adding Shared members in Smart View Self-Service Upgrade Horizontal Scroll on a Non-Tabular Form Unable to Refresh the Cube Viewing Members on Seeded Forms Viewing the FCCS_VIEW_SYSTEM_MEMBERS Translation Override Rule Redirection Simplified Dimension Editor and Metadata Validation Entity Member Names/Aliases with ICP Property Setting the Data Collection Period Working with Metadata Ownership Management Enablement Smart View Summary Dialog Display Extended Dimensionality Performance Consideration Equity Pickup - Different Currencies for a Holding Company and Its Immediate Parent ========================================================================================================= Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Financial Consolidation and Close Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1    

The following announcements and considerations are outlined in the upcoming Oracle Financial Consolidation and Close Cloud (FCCS) update: Oracle Financial Consolidation and Close Cloud (FCCS) July 2019 Mo...

EPM Cloud

Narrative Reporting (Previously EPRCS) - July 2019 Updates

The following announcements and considerations are outlined in the upcoming Narrative Reporting update: Oracle Narrative Reporting (previously EPRCS) July 2019   Oracle Enterprise Performance Reporting Cloud is Now Narrative Reporting. Product Name changes are introduced in 19.06 as part of a new approach to structuring Oracle Enterprise Performance Management Cloud business processes. The new Oracle Enterprise Performance Management Cloud provides end-to-end business processes to meet the requirements of most organizations and ensure a connected and agile experience across multiple business processes. Starting in 19.06, Oracle Enterprise Performance Reporting Cloud is referred to as the Narrative Reporting business process. The functionality is unchanged. Narrative Reporting continues to provide a secure, process-driven approach for defining, authoring, reviewing and publishing financial and management report packages. Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, July 5,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, July 19,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Announcements: New EPM Cloud Features Tool Narrative Reporting Applications Working with Server Initiated Refresh Progress Bar for Reporting Operations in Smart View Removal of Support for Transport Layer Security Protocol 1.0 and 1.1 Upcoming Changes: Removal of Instance Name from Predefined Role Names Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) Considerations: Management Reporting Access Control Report Packages Disclosure Management Smart View Only for Smart View for Office with Microsoft Office 365 ProPlus ====================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Enterprise Performance Reporting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The following announcements and considerations are outlined in the upcoming Narrative Reporting update: Oracle Narrative Reporting (previously EPRCS) July 2019   Oracle Enterprise Performance Reporting...

EPM Cloud

Oracle Enterprise Data Management Cloud (EDMCS) - July 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Enterprise Data Management Cloud (EDMCS) update: Oracle Enterprise Data Management Cloud (EDMCS) July 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, July 5,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, July 19,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server.  Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Announcements: Add Nodes to a List from Another Viewpoint Create Request Items from Compare Differences Application Validations Enabled for Node Type Bound Viewpoints Copy Binding and Edit Settings for Financials Cloud General Ledger Descriptive Flexfield Support for Financials Cloud General Ledger Edit Property Parameters for Applications Import and Export Allowed Values for Properties New Statistical Properties Inspector Dialog Sizing Sample Application and Recreating the Service Changes to Provisioning Terminology Removal of Support for Transport Layer Security Protocol 1.0 and 1.1 New EPM Cloud Features Tool Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) Considerations: Default Values for Node, Date, and Timestamp Display with Red Border Email Notifications in English User with No Email Address Upcoming Changes: Removal of Instance Name from Predefined Role Names ======================================================================================================== Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Enterprise Data Management Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1  

The following announcements and considerations are outlined in the upcoming Oracle Enterprise Data Management Cloud (EDMCS) update: Oracle Enterprise Data Management Cloud (EDMCS) July 2019 Monthly...

EPM Cloud

Oracle Account Reconciliation Cloud (ARCS) - July 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Account Reconciliation Cloud (ARCS) update: Oracle Account Reconciliation Cloud (ARCS) July 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance window that occurs on or after 22:00 UTC (15:00 PDT) on Friday, July 5, 2019. Oracle will apply the latest monthly updates to your Production environment during the first daily maintenance window that occurs on or after at 22:00 UTC.(15:00 PDT) on Friday, July 19, 2019,  NOTE: Account Reconciliation Cloud does not support migration of snapshots from the latest service version to an earlier service version (for example, when moving snapshots between test and production pods during the window when test is upgraded before production.) Migration between the same versions will still be supported.  Some objects, such as Profiles, may still be moved from the latest to an earlier version outside of migration snapshots by exporting them from the latest service version and importing them into the earlier version. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators Announcements Enhancements to Reconciliation Attachments Add or Remove Users When Working with Teams Using REST API New Version of EPM Automate Changes to Provisioning Terminology Removal of Support for Transport Layer Security Protocol 1.0 and 1.1 New EPM Cloud Features Tool Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) Upcoming Changes: EPM Cloud's New Look and Feel Removal of Instance Name from Predefined Role Names Considerations: Academy Using Refresh   Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Account Reconciliation Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The following announcements and considerations are outlined in the upcoming Oracle Account Reconciliation Cloud (ARCS) update: Oracle Account Reconciliation Cloud (ARCS) July 2019 Monthly Update Schedule:...

EPM Cloud

Hybrid BSO in Enterprise Planning Budgeting Cloud Service (EPBCS) - Best Practices, Tips, and Tricks

Thank you to Manish Daga for the presentation on this topic. In addition to the information listed below, please be sure to review the presentation for more detailed information on the case study that was performed and EPBCS Hybrid BSO Tuning Tips. Why Hybrid BSO? Hybrid BSO supports both BSO & ASO Capabilities (all BSO calcs with dynamic aggregations like ASO) Sparse and Dense Parent Members can be made dynamic Reduces database and application size Improves cube refresh performance Reduces time for data export and import Reduces AMW time Improves performance of business rules Improves usability Enabling Hybrid BSO in EPBCS An existing application can be converted to Hybrid by Enabling Hybrid Mode. Note: For Planning and Budgeting applications, the Enable Hybrid option is not available. To enable it, you must first convert your application to Enterprise on the Application Overview page. (You need to be licensed for EPBCS to convert from PBCS to EPBCS.) After the conversion, the Enable Hybrid option will be displayed. What happens when Hybrid BSO is enabled? Before enabling hybrid, best practice validations will be performed on the application. Any validation failure will need to be fixed  before the app is converted to Hybrid. On successful validation, all EPBCS BSO cubes (seeded and custom) are enabled for Hybrid and the modules will be reinitialized so hybrid specific changes will be brought in. Certain sparse parent members are made dynamic in each of the out of box models/ dimensions Appropriate member formula is seeded Business rules are updated to remove rollup’s for dimensions which are dynamic Customizations done before conversion will be retained. You can restore customized member formulas and rules to factory version in case of any calculation issues. You can also make sparse parent members in other dimensions also dynamic (based on application size, planning and reporting requirements). Also, the rollup and other rules in each of the models can be modified based on which sparse parent members have been made dynamic Converting PBCS To Hybrid BSO in EPBCS Convert PBCS App to EPBCS Select Application, then Overview, then Actions, then Convert to Enterprise. Must follow and honor all conversion steps and conversion considerations as documented in the EPBCS Administrator’s Guide. Enable Hybrid BSO Select Application, then Overview, then Actions, then Enable Hybrid Mode. Enabling Modules is Optional Also works with Custom Cubes   EPBCS Best Practices Framework The following best practices are monitored/enforced during cube refresh: Block Size Number of Blocks Number of dense dimensions Max number of child members under any dynamic parent Max number of child members under any store parent Parents with single children for level 1 and above of dimensions Level 1 and above not set to dynamic calc/Label only in Dense dimensions. Usage of dynamic x-refs Apart from this, the following additional best practices are monitored for modules Number of new rules that can be added per module Number of rules that can be modified Number of new forms that can be added per module Number of forms that can be modified   Steps for Enabling Essbase 5xx For Moving to Hybrid BSO: The Hybrid BSO enhancement is available in the latest version of Enterprise Planning and Budgeting Cloud (EPBCS)*. However, this requires updating your environment with the latest Essbase 5xx version. Please follow the steps below so that we can update your environment. Do a cube refresh, and then take an LCM backup of the application on your test environment and download it. This is because the service will be recreated with Essbase 5xx Version, and the application including all snapshots will be deleted. Please note that a successful cube refresh must be completed before taking the LCM backup. After we get confirmation and approval from you (through an SR), we will recreate the service in your POD with Essbase 5xx version. Here is the info you can put in the SR when you want to enable Hybrid mode in your EPBCS pod. You should also submit provide feedback and request the same. Then support can open a bug from this feedback & attach the bug to the SR. a. I <Your Name> authorize Oracle to enable Hybrid mode on my EPBCS environment <Service URL>. I know that the environment will be recreated and the application will be deleted, and I will have to either import the backup LCM snapshot that I have or recreate the application from scratch. b. Support can then open a bug from the provided feedback with the following information:          Subject: Enable Hybrid mode on My EPBCS environment                              Description: <Fills in the customer provided info in the SR> c. If you need this on more than one environment, provide feedback from each of the pods and open one SR per pod. d. All such requests (bugs) will be assigned to EPM Product Manager for Approval. * Note: For Planning and Budgeting applications, the Enable Hybrid option is not available. To enable it, you must first convert your application to Enterprise on the Application Overview page. (You need to be licensed for EPBCS to convert from PBCS to EPBCS.) After the conversion, the Enable Hybrid option will be displayed. 3. You can then import an LCM backup on the updated environment and test everything. 4. Next, go to the Application Overview page and select Enable Hybrid. Certain best practice validations will be done as part of this process. Based on the recommendations, you will need to fine tune the application. You can also take advantage of Hybrid BSO by redesigning the application – make members in sparse dimensions dynamic, remove intermediate rollups from rules, and so on. 5. If everything works fine and you would like to update your Production instance with Essbase 5xx version, you will need to take an LCM backup of the production application and download it. Please note that a successful cube refresh must be done before taking the LCM backup. 6. After we get confirmation and approval from you for recreating the service on your Production Instance (as mentioned in step 2), we will recreate the service with Essbase 5xx. 7. You can now import either a test LCM backup or a production LCM backup on the updated environment, and then open the app for end users. After this update, all monthly updates and enhancements will be available on your test and production environments SUMMARY Hybrid BSO provides multiple options for configuring/tuning applications Application size reduces significantly with Hybrid BSO because of dynamic sparse dimensions which has positive impact on performance & usability Making all sparse dimensions dynamic can be considered as an option for small size application A mixed approach with some sparse dimensions being store or some intermediate parents in sparse dimensions being store gives better performance for large size applications Hybrid BSO is definitely better than BSO but does NOT replace ASO for reporting purpose For very large-sized applications with large number of reporting dimensions and instantaneous aggregation/reporting requirements, Hybrid BSO- ASO with Smart Push & Aggregate Views in ASO can be leveraged EPBCS best practices framework monitors application health & provides advance warnings for taking corrective actions for ensuring Optimal Application Performance ===================================================================================================== References: Presentation - presented by Manish Daga Conversion steps Conversion considerations Using Hybrid Aggregation EPM Cloud Documentation

Thank you to Manish Daga for the presentation on this topic. In addition to the information listed below, please be sure to review the presentation for more detailed information on the case study that...

EPM Cloud

New Changes for Oracle Enterprise Performance Management (EPM) Cloud

Oracle’s Fiscal 2020 started this month (June) and we wanted to share some updates regarding Oracle EPM Cloud. Thank you to Margaret Reed, Mark Rinaldi and Al Marciante for their presentation on this topic. Oracle EPM Cloud Terminology: Oracle EPM is the Cloud Previous EPM Cloud Services (FCCS, EPBCS, etc) are referred to as Business Processes Moving away from “CS” acronyms “PBCS” and “EPBCS” are now referred to as “Planning” “Frameworks” (Financials, Workforce, Capital, etc) are now Modules “Enterprise Performance Reporting” is now “Narrative Reporting” What Do These Changes Mean for Existing Customers? Functionally – business as usual Continued monthly feature enhancements and issue resolutions thru life of subscription Ability to add users to subscription At subscription renewal, can migrate to new EPM Cloud SKUs. For more information, click here. For subscription conversion, please work with your sales team. EPM Cloud Evolution Documentation and online help (videos, etc) will evolve to EPM Cloud strategy & terminology Minimal changes to user interfaces, with the exception of R13/Oracle SaaS alignment in the future At a quick glance, refer to the screenshots below for more information:       "What's New" for EPM Cloud Business Processes: Enterprise Data Management What’s New Financial Consolidation and Close What’s New Narrative Reporting What’s New Planning What’s New Tax Reporting What’s New Profitability and Cost Management What's New   ===================================================================================================== References: Presentation - presented by Margaret Reed, Mark Rinaldi and Al Marciante EPM Cloud Business Processes EPM Cloud Documentation

Oracle’s Fiscal 2020 started this month (June) and we wanted to share some updates regarding Oracle EPM Cloud. Thank you to Margaret Reed, Mark Rinaldi and Al Marciante for their presentation on this...

EPM Cloud

Hyperion Enterprise Performance Management (EPM) 11.2 On-Premises Release Information - Updated Information as of October 2019

Hyperion Enterprise Performance Management (EPM) 11.2 On-Premises Release - What's Coming and Other Important Information that you should be aware of! At Oracle Open World 2019, Al Marciante presented on the latest information related to the EPM On-Premises Applications Update. Review his presentation for all of the details! Blog update as of October 29, 2019 states that the new scheduled release date for 11.2. is planned for December 2019*. (*Oracle Safe Harbor applies). As more information becomes readily available, I will update this blog post. Stay tuned for more information. Thank you. Lifetime Support Policy Updates Hyperion 11.1.2.4 Premier Support extended through December, 2021 Replaces Extended Support Refer to the Applications Lifetime Support Policy document for details Refer blog post for Updates to the Lifetime Support Policy - Extension of Premier Support for Enterprise Performance Management (EPM) Release 11.1.2.x   Hyperion EPM and Applications Unlimited Oracle is announcing a “Continuous Innovation” release model for Oracle Hyperion Enterprise Performance Management System 11.2, delivering ongoing applications and underlying technology stack updates without a major upgrade. For more information, review Hyperion Enterprise Performance Management (EPM) Officially Joins Oracle Applications Unlimited - What Does This Mean?   On-Premises Releases Hyperion EPM Release 11.1.2.4 Premier Support through Dec 2021 Hyperion EPM Release 11.2 Scheduled for calendar year 2019* (It is not being released in October. New date is planned for December 2019) *Oracle Safe Harbor applies  Uplift to FMW 12g release Repository Simplification (released previously in 11.1.2.4.900 and cloud) Ongoing release for all Defect Fixing, 3rd party certification updates, and enhancements through at least 2030   Key Announcement EPM Architect (EPMA) will NOT available as a foundation component in EPM 11.2 and beyond For existing deployments of EPM Architect: Oracle Data Relationship Management will be offered under a restricted use license to facilitate Oracle Hyperion EPM (on premises only) dimension maintenance Alternatively convert to “classic” A Migration Kit will be published including a whitepaper and scripts to assist with dimension extraction from EPMA to DRM   Restricted Use: Oracle DRM for Hyperion EPM Provides Superior Functionality for Dimension Maintenance and Hierarchy Management Delivers Increased Value, Streamlined Application Maintenance via: App Dimension Definition – Adapt masters to create target-specific dimension properties Value inheritance - Calculate values based upon a controlling hierarchy Versioning – Take historical snapshots, spin what-if scenarios, rollback to points-in-time Derived properties - Calculate values based on user defined functions and scripts Custom validations - Validate based on custom business logic Custom exports - Define custom exports to filter and transform master hierarchies Compare hierarchies – Use “hot lists” of differences for repeatable reconciliation What’s included? Data Relationship Management for dimension maintenance of Oracle Hyperion EPM on-premises applications only Data Relationship Steward (max 5 named users) to administer, secure and maintain hierarchies for Oracle Hyperion EPM on-premises applications only What is not included? Reads and feeds from any other applications (e.g., Oracle EPM Cloud, Oracle Analytics Cloud, Transactional applications, ODS, D/W, Non-Oracle apps) Data Relationship Governance DRM Analytics NOTE: This RUL does not apply to existing customers of Oracle Data Relationship Management. Expand to “Full Use” Data Relationship Management For broader use beyond the restricted use license of DRM, purchase either Oracle Data Relationship Management or Oracle EPM Cloud Enterprise Data Management Use cases include: Corporate Chart of Accounts Maintenance Chart of Accounts Redesign Reference Data Management Master Data Management Mappings Maintenance   On-Premises Release 11.2 On-Premises Release 11.2 date is planned for October, 2019*. (*Oracle Safe Harbor applies). On-Premises Release: 11.2 – The Details Uplift to FMW 12g release Oracle Essbase 11.1.2.4 will be used for Hyperion EPM 11.2 initially Uplift to Essbase 19c after on-prem available and validation occurs Repository Simplification Streamlines and simplifies infrastructure and architecture for the future Replace Foundation services with a simpler RDBMS repository Content migration for FR/Workspace to RDBMS repository 3rd party certifications* including: (* Not an exhaustive list) OS: Windows 2019 (Linux 7 & AIX 7.2 to follow in subsequent PSU) RDBMS: Oracle 12.2, SQL Server 2017 JDK 1.8 No More Flash! (Calc Manager no longer requires Adobe Flash) Technical upgrade – out of place install Enhancements delivered thru a series of feature bearing PSUs   Migration Process “Out of Place” Migration High Level Flow Install 11.2 on new hardware with supported OS, pre-reqs Use LCM from 11.1.2.4 to migrate application(s), artifact(s), etc to 11.2 Similar process to previous releases Please note, LCMs from 11.1.2.4 only are supported   Hyperion EPM (On-Prem) Product/Features Discontinued in 11.2 For more information, refer to the Statement of Direction documents in the "References" section. Hyperion Financial Management Financial Management Analytics Essbase Analytics Link for Hyperion Financial Management Quantitative Management and Reporting for Solvency Hyperion BI+ Interactive Reporting (IR) Production Reporting  (SQR) Web Analysis (WA) Hyperion Planning Hyperion Strategic Finance Crystal Ball (replaced by Predictive Planning) Simplified User Interface (SUI) Workforce Planning Capital Expense Planning Project Financial Planning Offline Planning Additional EPM Architect (EPMA) Disclosure Management EPM Mobile   11.2.x Planned Features Hyperion Financial Management Automated Consolidations Configurable by admin Native Metadata Editor Replaces metadata management Purging source tables after import Performance improvements SV, DB batch processing, etc. EPM Infrastructure Additional 3rd party certifications Hyperion Planning Smart Push Dimension Editor SV extension Extended Attribute support Valid Intersections Data Relationship Management Batch scripts to ease EPMA replacement Enhanced DRG Experience DRG Mass Approvals SFTP Connection   Oracle EPM On-premises: Current Release and Roadmap ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ For more information, review the following: Presentation - presented by Al Marciante  at Oracle Open World, September 2019 Hyperion Enterprise Performance Management (EPM) Officially Joins Oracle Applications Unlimited - What Does This Mean? Oracle Hyperion EPM System is now included under Applications Unlimited Oracle Applications Unlimited and Oracle Premier Support Updates to the Lifetime Support Policy - Extension of Premier Support for Enterprise Performance Management (EPM) Release 11.1.2.x Statement of Direction Documents Hyperion Planning: Workforce Planning  (Note 2514320.1) Hyperion Planning: Project Financial Planning  (Note 2514320.1) Hyperion Planning: Capital Asset Planning  (Note 2514320.1) Hyperion Planning: Simplified Interface (Note 2520698.1) Hyperion Planning: Offline Planning (Note 2520717.1) Hyperion Strategic Finance (Note 2520739.1) Oracle Crystal Ball (Note 2520731.1) Disclosure Management (Note 1609059.1) EPM Mobile (Note  2503795.1) Interactive Reporting "IR" (Note 1907819.1) Production Reporting "SQR" (Note 1932533.1) Web Analysis (Note  1932177.1) Essbase Administration Services (EAS) (Note 2501038.1) Essbase Studio (Note 2501038.1)  

Hyperion Enterprise Performance Management (EPM) 11.2 On-Premises Release - What's Coming and Other Important Information that you should be aware of! At Oracle Open World 2019, Al Marciante presented...

EPM Cloud

Hyperion Enterprise Performance Management (EPM) Officially Joins Oracle Applications Unlimited - What Does This Mean?

Hyperion EPM officially joins Oracle Applications Unlimited...What does all of this mean for you? Applications Unlimited is Oracle's commitment to continuous innovation while also providing a commitment to offer Oracle Premier Support through at least 2030. Oracle understands that on-premises applications are important for many customers. Oracle will not discontinue offering Oracle Premier Support on the continuous innovation releases for on-premises applications prior to 2030 and, beginning in 2019, we are committed to annually review whether or not to extend the Premier Support offering for an additional year on such continuous innovation releases for on-premises applications. No matter what path you take with your Applications Unlimited products -on premises or in Oracle Cloud Infrastructure — you can control your strategy, maximize your Oracle investment, and unlock the full value of your Oracle products — with the industry’s leading support policy. If you choose Oracle's Lifetime Support, to help drive business success you will find it to be simple, predictable,and flexible. Oracle’s Lifetime Support Policy also puts you in control of your upgrade strategy. Applications Unlimited products allow you to add functionality without upgrades when you are on the continuous innovation release. You enjoy continued peace of mind, knowing that Oracle will be there to support your business. As Hyperion EPM officially joins Oracle Applications Unlimited, enhancements are driven completely by customer needs and priorities and provides a more nimble delivery mechanism with smaller releases for easier adoption. ======================================================================================================= For more information, review the following: Oracle Hyperion EPM System is now included under Applications Unlimited Oracle Applications Unlimited and Oracle Premier Support Oracle's Lifetime Support Policy Oracle Premier Support Applications Unlimited

Hyperion EPM officially joins Oracle Applications Unlimited...What does all of this mean for you? Applications Unlimited is Oracle's commitment to continuous innovation while also providing a...

EPM Cloud

Oracle Enterprise Data Management Cloud (EDMCS) - Essential Data Foundation for the Office of the CFO

Oracle Enterprise Data Management Cloud (EDMCS) - What's New? Review the presentation for "What's New" and Step by step instructions on how to Register Financials Cloud Application and Import segment value sets and trees from Oracle Financials Cloud GL. Thank you to Rahul Kamath, Product Management, for providing the information on this topic. What's New? 18.10: Oracle Financials Cloud Application Adapter App registration, import and export: Financial Cloud Segment/Value Set Financial Cloud Tree / Tree Version Tree Structure: GL_ACCT_FLEX Supported tree configurations options: Multiple active tree versions within a tree Multiple root nodes within trees Out-of-the-box business rules: Segment property validations Tree validations File-based imports by dimension File or connection-based exports by dimension Connection posts to UCM account: fin/generalLedger/import Run Import Segment Values and Hierarchies (WS, ESS, etc.).   Refer to the links below for more information: Presentation - Information provided by Rahul Kamath, Product Management File-Based Data Import for Oracle Financials Cloud Import Segment Values and Hierarchies Integrating Oracle Financials Cloud General Ledger with Oracle Enterprise Data Management Cloud - Video Registering Oracle Financials Cloud General Ledger Applications - Video Oracle Enterprise Data Management Cloud Documentation

Oracle Enterprise Data Management Cloud (EDMCS) - What's New? Review the presentation for "What's New" and Step by step instructions on how to Register Financials Cloud Application and Import segment...

EPM On Premise

Essbase Patch Set Update 11.1.2.4.033 is Available

The Hyperion Product Management recently advised the release of Patch Set Updates (PSU) for Oracle Hyperion Essbase 11.1.2.4.x. These PSU downloads are available from the  My Oracle Support > Patches & Updates section. Hyperion Essbase Server 11.1.2.4.033 Patch 29749662: Essbase Server Hyperion Essbase Client 11.1.2.4.033 Patch 29749652: Essbase RTC Patch 29749659: Essbase Client Patch 29749653: Essbase Client MSI Hyperion Analytic Provider Services 11.1.2.4.033 Patch 29749671: Essbase Analytic Provider Services   RECOMMENDATIONS: Caution: Oracle recommends using the same version of all Essbase portfolio products (Essbase, Essbase Administration Services, Hyperion Provider Services, and Essbase Studio) and components (server, client, runtime client, API, and JAPI). When only some Essbase portfolio products are included in a patch release, the last released versions of the products that are not included in the patch are supported. Essbase Administration Services 11.1.2.4.031, Provider Services 11.1.2.4.033, and Essbase Studio 11.1.2.4.031 are supported for use with Essbase 11.1.2.4.033. Recommendation: After you apply a patch within the same release codeline, Oracle recommends as a best practice that you export the data from your databases, clear the data from the databases, and then reload the data. README FILE: Refer to the Readme files prior to proceeding with these PSU implementations for important information that includes the supported paths per component, along with a full list of the defects fixed, additional support information, prerequisites, details for applying patch and troubleshooting FAQ's. It is important to ensure that the requirements and support paths to this patch are met as outlined within the Readme file. The Readme file is available from the Patches & Updates download screen for each of the Hyperion Essbase components. Why not share your experience about installing this patch ... In the MOS | Patches & Updates screen for the relevant patch, simply click the "Start a Discussion" and submit your review. The patch install reviews and other patch related information is available within the My Oracle Support Communities. Visit the Oracle Hyperion EPM sub-space: Hyperion Patch Reviews   For questions specific to Hyperion Essbase ... The My Oracle Support Community "Hyperion Essbase" is the ideal first stop to seek & find product specific answers.   To locate the latest Essbase Patch Sets and Patch Set Updates at anytime visit the My Oracle Support (MOS) Knowledge Article: Available Patch Sets and Patch Set Updates for Oracle Hyperion Essbase Doc ID 1396084.1   DOCUMENTATION: Oracle Help Center provides the Enterprise Performance System (EPM) 11.1.2.4 documentation, with the guides including Deployment & Installation, Best Practices, Accessibility Guides and more.     The Hyperion Essbase 11.1.2.4 product specific guides are located within Oracle Applications - Enterprise Performance Management tab:     Oracle Help Center | Oracle EPM System Documentation

The Hyperion Product Management recently advised the release of Patch Set Updates (PSU) for Oracle Hyperion Essbase 11.1.2.4.x. These PSU downloads are available from the  My Oracle Support > Patches &...

EPM On Premise

Oracle Hyperion Financial Reporting 11.1.2.4.711 is Available

Hyperion Product Management have advised the release of a Patch Set Update (PSU) for Oracle Hyperion Financial Reporting 11.1.2.4.x. Hyperion Financial Reporting PSU 11.1.2.4.711 Patch 29712951 This PSU is available from the My Oracle Support > Patches & Updates section. This is a patch set update (PSU). This patch set update is a partial installation. It replaces files in the existing installation, and does not require a full installation.This patch set update is cumulative and does include fixes from previous patches. This PSU can be applied to Financial Reporting (FR) releases: 11.1.2.4.000 11.1.2.4.003 (PSU 20785710) 11.1.2.4.004 (PSU 21479554) 11.1.2.4.005 (PSU 22018419) 11.1.2.4.006 (PSU 22462544) 11.1.2.4.700 11.1.2.4.701 (PSU 23009997) 11.1.2.4.702 (PSU 23557946) 11.1.2.4.703 (PSU 24311587) 11.1.2.4.704 (PSU 24466619) 11.1.2.4.705 (PSU 25360176) 11.1.2.4.706 (PSU 25852714) 11.1.2.4.707 (PSU 26386614) 11.1.2.4.708 (PSU 26822490) 11.1.2.4.709 (PSU 27290291) 11.1.2.4.710 (PSU 28508169) Defects Fixed: Refer to the readme for the full list Ensure to review the Readme file prior proceeding with this PSU implementation for important information that includes prerequisites, details for applying patch, troubleshooting FAQ's and additional support information. The Readme file is available from the Patches & Updates download screen. Share your experience about installing this patch ... In the MOS | Patches & Updates screen for Oracle Hyperion FR Patch 29712951, click the "Start a Discussion" or "Reply to Discussion" and submit your review. The patch install reviews and other patch related information is available within the My Oracle Support Communities. Visit the Oracle Hyperion EPM sub-space: Hyperion Patch Reviews For questions specific to Hyperion Financial Reporting ... The My Oracle Support Community "Hyperion Reporting Products" is the ideal first stop to seek & find product specific answers:  Hyperion Reporting Products  

Hyperion Product Management have advised the release of a Patch Set Update (PSU) for Oracle Hyperion Financial Reporting 11.1.2.4.x. Hyperion Financial Reporting PSU 11.1.2.4.711Patch 29712951 This PSU...

Monthly Index

Business Analytics Monthly Index - May 2019

  Welcome to the Monthly Index for May 2019 The following provides quick links to recent Proactive Support Blog postings for OBI and Hyperion from the past month.   General Summary Business Analytics Monthly Index - April 2019 Oracle Smart View for Office 11.1.2.5.900 is available   Business Intelligence (BI) Summary No posts this month   Business Intelligence (BI) Cloud Summary How to Check the Oracle Cloud Infrastruture (OCI) Service Health Dashboard and Subscribe to Status Notifications   Enterprise Performance Management (EPM) Summary EPM Patch Set Updates - April 2019   Enterprise Performance Management (EPM) Cloud Summary Oracle Account Reconciliation Cloud (ARCS) - June 2019 Updates Oracle Enterprise Data Management Cloud (EDMCS) - June 2019 Updates Narrative Reporting (Previously EPRCS) - June 2019 Updates Oracle Financial Consolidation and Close Cloud (FCCS) - June 2019 Updates Oracle Planning and Budgeting Cloud (PBCS) - June 2019 Updates Oracle Profitability and Cost Management Cloud (PCMCS) - June 2019 Updates Oracle Tax Reporting Cloud (TRCS) - June 2019 Updates How to Check the Oracle Cloud Infrastruture (OCI) Service Health Dashboard and Subscribe to Status Notifications What’s New and Coming in Financial Consolidation and Close Consolidation Best Practices with Financial Consolidation and Close (FCCS) How can I use the Oracle Cloud Infrastructure (OCI) to create my LCM Snapshots for Enterprise Performance Management (EPM) Cloud?   Advisor Webcasts There were no posts this month

  Welcome to the Monthly Index for May 2019 The following provides quick links to recent Proactive Support Blog postings for OBI and Hyperion from the past month.   General Summary Business Analytics...

EPM Cloud

Narrative Reporting (Previously EPRCS) - June 2019 Updates

The following announcements and considerations are outlined in the upcoming Narrative Reporting update: Oracle Narrative Reporting June 2019   Oracle Enterprise Performance Reporting Cloud is Now Narrative Reporting. Product Name changes are introduced in 19.06 as part of a new approach to structuring Oracle Enterprise Performance Management Cloud business processes. The new Oracle Enterprise Performance Management Cloud provides end-to-end business processes to meet the requirements of most organizations and ensure a connected and agile experience across multiple business processes. Starting in 19.06, Oracle Enterprise Performance Reporting Cloud is referred to as the Narrative Reporting business process. The functionality is unchanged. Narrative Reporting continues to provide a secure, process-driven approach for defining, authoring, reviewing and publishing financial and management report packages. Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, June 7,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, June 21,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Announcements: Oracle Enterprise Performance Reporting Cloud is Now Narrative Reporting New Oracle Enterprise Performance Management Cloud Services New EPM Cloud URL New Connection Type and Advanced Options for External Connections Connections Interface Updates Working with Butterfly Report Format Report Package – Publish to Library Removal of Support for Transport Layer Security Protocol 1.0 and 1.1 TLS 1.2 Support for Outbound EPM Cloud Emails Upcoming Changes: Removal of Instance Name from Predefined Role Names Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) Considerations: Access Control Management Reporting Report Packages Disclosure Management Smart View Only for Smart View for Office with Microsoft Office 365 ProPlus   Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Enterprise Performance Reporting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The following announcements and considerations are outlined in the upcoming Narrative Reporting update: Oracle Narrative Reporting June 2019   Oracle Enterprise Performance Reporting Cloud is Now...

EPM Cloud

Oracle Tax Reporting Cloud (TRCS) - June 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Tax Reporting Cloud (TRCS) update: Oracle Tax Reporting Cloud (TRCS) June 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, June 7,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, June 21,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Announcements: New Oracle Enterprise Performance Management Cloud Services New Version of EPM Automate Script Available for Maintaining a Snapshot Library Removal of Support for Transport Layer Security Protocol 1.0 and 1.1 Connections Interface Updates Oracle Smart View for Mac OS and Browser-Based Deployment of Microsoft Excel National and Regional Detailed Tax Losses and Credits Rollover Process Includes Entity Hierarchies Outside FCCS_Total Geography New EPM Cloud URL TLS 1.2 Support for Outbound EPM Cloud Emails Purge All Imported Data Data Export to File Upcoming Changes: Removal of Instance Name from Predefined Role Names EPM Cloud's New Look and Feel Classic Dimension Editor Connecting to Other Web Service Provider Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1).   Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Tax Reporting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1  

The following announcements and considerations are outlined in the upcoming Oracle Tax Reporting Cloud (TRCS) update: Oracle Tax Reporting Cloud (TRCS) June 2019 Monthly Update Schedule: Oracle will apply...

EPM Cloud

Oracle Profitability and Cost Management Cloud (PCMCS) - June 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Profitability and Cost Management Cloud  (PCMCS) update: Oracle Profitability and Cost Management Cloud  (PCMCS) June 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, June 7,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, June 21,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Announcements: New Oracle Enterprise Performance Management Cloud Services New EPM Cloud URL New Version of EPM Automate Removal of Support for Transport Layer Security Protocol 1.0 and 1.1 Data Export to File Purge All Imported Data Script Available for Maintaining a Snapshot Library New Connection Type and Advanced Options for External Connections TLS 1.2 Support for Outbound EPM Cloud Emails Show or Hide Financial Reporting Annotations Upcoming Changes: Removal of Instance Name from Predefined Role Names EPM Cloud's New Look and Feel Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)   Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Profitability and Cost Management Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The following announcements and considerations are outlined in the upcoming Oracle Profitability and Cost Management Cloud  (PCMCS) update: Oracle Profitability and Cost Management Cloud  (PCMCS) June...

EPM Cloud

Oracle Enterprise Data Management Cloud (EDMCS) - June 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Enterprise Data Management Cloud (EDMCS) update: Oracle Enterprise Data Management Cloud (EDMCS) June 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, June 7,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, June 21,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server.  Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Announcements: New Oracle Enterprise Performance Management Cloud Services New EPM Cloud URL TLS 1.2 Support for Outbound EPM Cloud Emails Removal of Support for Transport Layer Security Protocol 1.0 and 1.1 Script Available for Maintaining a Snapshot Library Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) Considerations: Default Values for Node, Date, and Timestamp Display with Red Border Email Notifications in English User with No Email Address   Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Enterprise Data Management Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1  

The following announcements and considerations are outlined in the upcoming Oracle Enterprise Data Management Cloud (EDMCS) update: Oracle Enterprise Data Management Cloud (EDMCS) June 2019 Monthly...

EPM Cloud

Oracle Planning and Budgeting Cloud (PBCS) - June 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Planning and Budgeting Cloud (PBCS) update: Oracle Planning and Budgeting Cloud (PBCS) and Enterprise Planning and Budgeting Cloud (EPBCS) June 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, June 7,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, June 21,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud New Oracle Enterprise Performance Management Cloud Services TLS 1.2 Support for Outbound EPM Cloud Emails Removal of Support for Transport Layer Security Protocol 1.0 and 1.1 New Version of EPM Automate Script Available for Maintaining a Snapshot Library New EPM Cloud URL Oracle Smart View for Mac OS and Browser-Based Deployment of Microsoft Excel Updates to REST APIs Changes to Default Setting for Exporting Smart List Textual Data New Connection Type and Advanced Options for External Connections Connections Interface Updates Data Export to File Purge All Imported Data Show or Hide Financial Reporting Annotations Enterprise Planning and Budgeting Cloud Only: Improving Forecast Accuracy Using Simulations Integration Between Strategic Modeling and Financials Upcoming Changes: EPM Cloud's New Look and Feel Removal of Instance Name from Predefined Role Names Self-Service Content Update Classic Dimension Editor Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)   Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Planning and Budgeting Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The following announcements and considerations are outlined in the upcoming Oracle Planning and Budgeting Cloud (PBCS) update: Oracle Planning and Budgeting Cloud (PBCS) and Enterprise Planning and...

EPM Cloud

Oracle Financial Consolidation and Close Cloud (FCCS) - June 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Financial Consolidation and Close Cloud (FCCS) update: Oracle Financial Consolidation and Close Cloud (FCCS) June 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, June 7,  2019. Oracle will apply the latest monthly updates to your Production environments during the first daily maintenance that occurs at or after 22:00 UTC (15:00 PDT) on Friday, June 21,  2019. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Announcements: New Version of EPM Automate Script Available for Maintaining a Snapshot Library Removal of Support for Transport Layer Security Protocol 1.0 and 1.1 Connections Interface Updates New Oracle Enterprise Performance Management Cloud Services Equity Pickup Updates to Seeded Configurable Consolidation Rules Support for @CURRMBRRANGE Function in Configurable Calculations Oracle Smart View for Mac OS and Browser-Based Deployment of Microsoft Excel New EPM Cloud URL TLS 1.2 Support for Outbound EPM Cloud Emails Purge All Imported Data Data Export to File Show or Hide Financial Reporting Annotations Upcoming Changes: Removal of Instance Name from Predefined Role Names EPM Cloud's New Look and Feel Classic Dimension Editor Defects Fixed: Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) Considerations: Calculation Status Extended Dimension Applications Copying Data Editing Data in a Data Collection Period Adding Shared Members in Smart View Self-Service Upgrade Horizontal Scroll on a Non-Tabular Form Unable to Refresh the Cube Viewing Members on Seeded Forms Viewing the FCCS_VIEW_SYSTEM_MEMBERS Translation Override Rule Redirection Simplified Dimension Editor and Metadata Validation Entity Member Names/Aliases with ICP Property Setting the Data Collection Period Errors When Importing Accounts Working with Metadata Ownership Management Enablement Smart View Summary Dialog Display Extended Dimensionality Performance Consideration Extended Dimension Applications and Ratios   Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Oracle Financial Consolidation and Close Cloud - Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1    

The following announcements and considerations are outlined in the upcoming Oracle Financial Consolidation and Close Cloud (FCCS) update: Oracle Financial Consolidation and Close Cloud (FCCS) June 2019 Mo...

EPM Cloud

Oracle Account Reconciliation Cloud (ARCS) - June 2019 Updates

The following announcements and considerations are outlined in the upcoming Oracle Account Reconciliation Cloud (ARCS) update: Oracle Account Reconciliation Cloud (ARCS) June 2019 Monthly Update Schedule: Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance window that occurs on or after 22:00 UTC (15:00 PDT) on Friday, June 7, 2019. Oracle will apply the latest monthly updates to your Production environment during the first daily maintenance window that occurs on or after at 22:00 UTC.(15:00 PDT) on Friday, June 21, 2019,  NOTE: Account Reconciliation Cloud does not support migration of snapshots from the latest service version to an earlier service version (for example, when moving snapshots between test and production pods during the window when test is upgraded before production.) Migration between the same versions will still be supported.  Some objects, such as Profiles, may still be moved from the latest to an earlier version outside of migration snapshots by exporting them from the latest service version and importing them into the earlier version. Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators Announcements New Oracle Enterprise Performance Management Cloud Services Generation of a Report Through REST API Now Available Reports Now Available in CSV (Comma Separated Value) Format Filtering and Grouping Capabilities Added to AutoMatch Rules in Transaction Matching Point of View (POV) and Search Field Added to Jobs Current and Actual Workflow More Apparent in Reconciliation Compliance Support Calculation for Data Type Attributes in Transaction Matching New Version of EPM Automate Removal of Support for Transport Layer Security Protocol 1.0 and 1.1 Connections Interface Updates New Connection Type and Advanced Options for External Connections Script Available for Maintaining a Snapshot Library New EPM Cloud URL TLS 1.2 Support for Outbound EPM Cloud Emails Purge All Imported Data Data Export to File Defects Fixed Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1) Upcoming Changes: EPM Cloud's New Look and Feel   Refer to the following links and documents for further information: Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips. Account Reconciliation Product Documentation My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

The following announcements and considerations are outlined in the upcoming Oracle Account Reconciliation Cloud (ARCS) update: Oracle Account Reconciliation Cloud (ARCS) June 2019 Monthly Update Schedule:...

EPM Cloud

How can I use the Oracle Cloud Infrastructure (OCI) to create my LCM Snapshots for Enterprise Performance Management (EPM) Cloud?

This article describes how a customer can download a snapshot from an EPM Cloud instance on an OCI (Oracle Cloud Infrastructure) instance, and then archive it to either an Object Store or OCI block storage. Downloading a Snapshot from an EPM Cloud Instance There are two ways (REST API and EPM Automate) to download a snapshot from an EPM Cloud instance on an OCI instance. REST API curl -u username:password serviceURL /interop/rest/11.1.2.3.600/applicationsnapshots/Artifact Snapshot/contents > snapshotFile Example: curl -u joe.smith@xyz.com:Su12!* https://planning-domain.pbcs.us2.oraclecloud.com/interop/rest/11.1.2.3.600/applicationsnapshots/Artifact Snapshot/contents > snapshot mv snapshot snapshot.zip For more information, refer to REST API documentation for downloading LCM snapshots. EPM Automate epmautomate downloadfile “Artifact Snapshot” mv “Artifact Snapshot.zip” snapshot.zip At the end of this step, you will have a snapshot file named snapshot.zip For more information, refer to EPM Automate documentation for downloading files. Archiving a Snapshot on an Object Store: 1. Create OCI Bucket for snapshots A Compartment is required to provide permissions and access to Object resources. In the OCI Console, create the Compartment with the related Namespace and a Bucket (if they do not already exist). The Object Storage namespace serves as a top-level container for all buckets and objects and allows you to control bucket naming within your tenancy. Examples: Namespace:         epmclouddev Bucket name:         lcm_backup   2. Upload to Object Store - two options. Option 1: Use Rest API to upload to Object Store Refer to the presentation for exact steps and examples You can upload and download to the Object Store by using a native REST API or Amazon S3 or SWIFT API. The Native REST API is recommended. OCI Upload Rights Object Store Upload/Download APIs Object Store Sample Code API reference Bash script Option 2: Use CLI for multi-part uploads to Object Store Refer to the presentation for exact steps and examples If the snapshot is large, you can use multi-part uploads via the CLI. Object Store CLI Using CLI to perform multi-part uploads 3. Verify uploaded snapshot You can verify the existence of the upload with the following GET command in the oci-curl program:  ./oci-curl.sh objectStoreURL get “/n/namespace/b/bucket/o/” > {"objects":[{"name":“snapshotName"}]} Example: ./oci-curl objectstorage.us-phoenix-1.oraclecloud.com get “/n/epmclouddev/b/lcm_backup/o/” Returns: > {"objects":[{"name":“snapshot}]}   Archiving a snapshot on OCI Block Storage Syntax: timestamp=`date +%m_%d_%Y_%I%M` mv  snapshot.zip snapshot_${timestamp}.zip For more information, refer to EPM Automate example of archiving a snapshot to local storage. ============================================================================================================= Refer to the links below for more information: Presentation REST API documentation for downloading LCM snapshots EPM Automate documentation for downloading files OCI Upload Rights Object Store Upload/Download APIs Object Store Sample Code API reference Bash script Object Store CLI Using CLI to perform multi-part uploads EPM Automate example of archiving a snapshot to local storage

This article describes how a customer can download a snapshot from an EPM Cloud instance on an OCI (Oracle Cloud Infrastructure) instance, and then archive it to either an Object Store or OCI block...