Oracle EPM - Rest APIs and Accessibility

Update on Oracle EPM APIs and Accessibility for Cloud 

1. RELIABILITY AND PERFORMANCE IMPROVEMENT OF EPM AUTOMATE USING BASIC AUTHENTICATION

• Oracle has implemented significant optimizations in basic Authentication for EPM Automate to improve its reliability and performance. 

2. NEW "SECURITY REST APIS" CHAPTER IN THE REST API GUIDE

• A new "Security REST APIs" chapter describes the REST APIs to manage security features in Oracle Enterprise Performance Management Cloud. 
• In addition to the REST APIs related to security that were originally in the Migration REST APIs chapter, this chapter also includes the two new REST APIs related to restricted data access added in this update.

3. DEFINED LANDMARK REGIONS IN PAGE AREAS

• EPM Cloud now supports defined landmark regions that aid in jump-to navigation for assistive technology users and reduces the dependency on hidden anchors and keyboard shortcuts. 
• This includes:
• EPM Global Header banner
• Global Menu navigation
• Settings and Actions complementary information
• Content Main
• Announcements region
• Clusters and Cards navigation
• Cards navigation
• Sub-tab navigation

4. REST APIS TO GET AND SET RESTRICTED DATA ACCESS

• Two new REST APIs allow you to get and set restricted data access.
• Get Restricted Data Access: Returns true if the environment is configured so that “Submit Application Snapshot” cannot be selected by a Service Administrator while submitting Provide Feedback; otherwise, returns false.
• Set Restricted Data Access: Enables/disables the selection of “Submit Application Snapshot” by the Service Administrator while submitting Provide Feedback.

5. NEW SETRESTRICTEDDATAACCESS AND GETRESTRICTEDDATAACCESS EPM AUTOMATE COMMANDS

• The setRestrictedDataAccess and getRestrictedDataAccess commands are available with this update. The setRestrictedDataAccess command configures EPM Cloud environments to prevent Service Administrators from consenting to submit an application snapshot to Oracle while using the Provide Feedback utility. 
• The getRestrictedDataAccess command displays whether an EPM Cloud environment is configured to prevent Service Administrators from consenting to submit an application snapshot to Oracle. 

Oracle Enterprise Data Management 24.03 Release - EDMCS

 Highlights of the Oracle Enterprise Data Management 24.03 Release

Oracle has developed a cadence with the monthly releases of Oracle Enterprise Data Management (EDM). About once a quarter, in the monthly release will be a “Feature drop”, containing numerous enhancements. 

Typically, these land in March, June, September, and December of the calendar year.

Property Configuration Audit

• From the Audit screen, select the Audit Type of Properties, then select one or All properties and a preset or custom date range. As with the other Audit Types, you can download the results to a formatted Excel file.
• You can audit System Events, including a category called “Metadata”. 
• Metadata, means technical metadata involving EDM artifacts like data chain objects, lookup sets, and viewpoints. You can see the Create and Delete actions that have occurred on any metadata object. file.

Blockout Period Enhancements

There are two important enhancements to note.

• Recurring Blockout
• You can now establish recurring blockout periods! Select the Period for blockout (month end, quarter end, year end, fiscal quarter end, or fiscal year end). Then specify the number of days before and after the period to establish your date range. 
• Now you have established your blockout periods in advance and don’t have to remember to come back each month and update them!

Notes

• The number of days is calendar days, not work days.
• You can specify a negative number to start the blockout prior to the start of the period.
• Blockout periods can now be set at a dimension level, with the same options available as the Application Blockout, including Recurring blockout types.

Here is a pic to demonstrate:

Oracle Hyperion Patches and Grace Period information for End Date

 Follow Matrix highlights the Grace Period End Date for Hyperion On-premise releases:

Product  Release	Release Update	Supported Platform(s)	Version Release Date	Grace Period End Date	Comments
11.2	11.2.17.0.000	Windows, Linux	April 2024	TBD
	11.2.16.0.000	Windows, Linux	January 2024	January 2025
	11.2.15.0.000	Windows, Linux	November 2023	October 2024
	11.2.14.0.000	Windows, Linux	July 2023	August 2024
	11.2.13.0.000	Windows, Linux	April 2023	April 2024
	11.2.12.0.000	Windows, Linux	January 2023	January 2024
	11.2.11.0.000	Windows, Linux	October 2022	October 2023
	11.2.10.0.000	Windows, Linux	July 2022	July 2023
	11.2.9.0.000	Windows, Linux	April 2022	April 2023
	11.2.8.0.000	Windows, Linux	February 2022	January 2023
	11.2.7.0.000	Windows, Linux	October 2021	November 2022

How to Administer EPM Financial Consolidation and Close FCCS Jobs ?

 Scheduling Jobs in FCCS

You can schedule when to run jobs (now or at a future time) and how often (once, daily, weekly, monthly, and yearly).

To schedule jobs:

1. On the Home page, click Application.
2. Click Jobs.
3. Click Schedule Jobs.
4. On the Schedule Job page, General tab, select the type of job:

   • Rules—Launches a business rule. The Business Rules page lists the business rules that were created for the application.

   • Import Data—Performs a data import operation that was saved as a job.

   • Import Metadata—Performs a metadata import operation that was saved as a job.

   • Export Data—Performs a data export operation that was saved as a job.

   • Export Metadata—Performs a metadata export operation that was saved as a job.

   • Refresh Database—Refreshes the application database.

   • Invalid Intersection Reports—Runs a report that shows where data exists at invalid intersections.

   • Restructure Cube—From Cube, select the cube to restructure. Performs a full restructure of a Block Storage cube (BSO) to eliminate or reduce fragmentation. This will also remove empty blocks. It is not applicable for an Aggregate Storage cube (ASO). 

   • Import Journal—Performs a journal import operation.

   • Import Journal Template—Performs a journal template import operation.

   • Export Journal—Performs a journal export operation.

   • Export Journal Template—Performs a journal template export operation.

   • Run Intercompany Report—Runs an Intercompany Report.

   • Run Consolidation Trail Report—Runs a Consolidation Trail Report.

   • Administration Mode—Changes the login level for an application. If you select Administrators, all non-administrative users will be logged off from the application after job execution. To restore access to an application for all users, select All users.

   • Execute Bursting Definition—Runs a saved bursting definition for Reports. You can run a single report or book for more than one member of a single dimension for one data source, and publish a PDF output for each member. See the "About Bursting" section in Designing with Reports for Oracle Enterprise Performance Management Cloud.

   • Import Invalid Intersections—Performs an Invalid Intersection import operation.

   • Export Invalid Intersections—Performs an Invalid Intersection export operation.

   • Integration Pipeline—Runs a Pipeline definition. This job supports running a Pipeline based on the parameters and variables that were defined for the Pipeline in the Data Integration user interface; for example, Start Period and Import Mode.

     Select when to run the job:

5. • Run Now

   • Schedule starting from, and then select the date, time, and time zone.

     Note:

     To prevent automatic backup from failing due to certain jobs running during daily maintenance, EPM Cloud disallows certain jobs from starting while the daily maintenance process is running. If the system prevents a job from starting, the reason will be stated in the Job Details. If you've enabled email notifications for the Job Console, you'll receive an email notification when a job does not start. If you have a job that is scheduled to start during the daily maintenance process, it is recommended that you reschedule your job to start outside of the daily maintenance window.
6. Enter a Name for the job; for example, MyWeeklyCubeRefresh.

   In the job listing in the Jobs console, the name that you enter displays along with a system-generated job name; for example, MyWeeklyCubeRefresh: Refresh Database.

7. For Recurrence pattern, select how often to run the job:

   • Run Once

   • Daily

   • Weekly

   • Monthly

   • Yearly

8. Optional: To enter an end date, click the End Date checkbox, and then select the date and time.
9. Click Next to continue.
10. The Job Details page lists the operations that were saved as a job. Select a job, and click Next.
11. From the Review page, review your selections.

    • To continue, click Finish.

    • To make changes, click Previous.

    • To cancel the job, click Cancel.

Oracle EPM EPBCS update for New PLANNING APPLICATION TYPE

EPM SPOTLIGHT: PREDICTIVE CASH FORECASTING - NEW PLANNING APPLICATION TYPE

• Predictive Cash Forecasting is a Planning application type designed to help treasurers and cash managers perform short-term tactical or mid-term operational cash forecasting. 
• It allows for daily, weekly, or monthly rolling forecasts that can be generated for operational, financial, and investing cash flow line items. 
• It is built using a direct cash flow method and enables decision-making and actions for cash optimization across multiple legal entities within the business. 
• Additionally, it provides an overview of the organization's overall cash position at each level of the legal hierarchy.

With Predictive Cash Forecasting, you can:

1. Optimize cash by finding problems and opportunities earlier with increased automation and more frequent cash forecast updates.
2. Take action faster by aligning stakeholders and unifying scenario planning with corrective actions.
3. Enable operational improvements through deeper insights into order-to-cash and procure-to-pay.

Predictive Cash Forecasting provides pre-built, best practice out-of-box content including a dimensional model, line items, forecast methods, forms, dashboards, rules, and role-based navigation flows.

Predictive Cash Forecasting provides line items along with the ability to add any additional line items you require. 

Cash line items drive the various cash inflows, cash outflows, and the balances for a cash forecast. 

Line items are organized under the structure of Operating Cash Flows, Investing Cash Flows, and Financing Cash Flows.

Cash Managers use the Summary dashboard to review daily cashflows, operating and non operating cashflow, and daily or periodic cash position by entity, along with KPIs:

Predictive Cash Forecasting allows for daily, weekly, or monthly rolling forecasts. 

STEPS TO ENABLE

To enable Predictive Cash Forecasting:

1. Create a new Planning application of type Cash Forecasting.
2. At the end of the Application Creation wizard, click Configure. Or, from the Home page, click Application and then click Configure.
3. Click Enable Features.
4. Select the features you want to enable, and then click Enable. When you click Enable, the Predictive Cash Forecasting artifacts are populated, including dimensions, forms, line items, rules, navigation flows, and so on.
5. Sign out and sign back in to start using Predictive Cash Forecasting.

Oracle Release Updates ARCS - Account Reconciliation - April 2024

EFFICIENT MANAGEMENT AND RUNNING OF ACCOUNT RECONCILIATION JOBS

- Account Reconciliation identifies user jobs that could conflict with other jobs and provides execution sequencing routines that prevent conflicting jobs from running simultaneously. When users run a job that could conflict with an ongoing job, this job is added to a queue and is run after the ongoing job completes. 

- The Job Details dialog includes information about the parameters used to run the job. In case of a conflict, the dialog includes the name of the job that is conflicting with the current user job.

- The user who submits a job receives an email notification if the job is delayed, ends in an error, or is deferred.

- The Job Summary panel provides summary statistics for the jobs run. Details for each type of job include the total time taken, the average time taken, and the number of times this type of job was run. 

- You can use filters to specify the time period for which jobs are displayed.

- Business Benefit: This feature helps manage jobs efficiently and ensures application and data integrity. Email notifications about the status of user jobs provides enhanced user experience.

NEW REPORT FOR COSMETIC CHANGES IN TRANSACTION MATCHING

- For Transaction Matching profiles that are integrated with Reconciliation Compliance, the Cosmetic Changes Report displays all cosmetic changes for a reconciliation during a specified Period. 

- Cosmetic changes are operational changes made after a reconciliation is submitted and they do not result in the reconciliation being reopened.

- Business Benefit: This feature enhances usability by providing a single report containing all cosmetic changes made to a particular reconciliation. Auditors can also easily view and track changes made to a reconciliation from the time it was submitted until date.

NEW COLUMNS WHILE LOADING TRANSACTIONS FROM CAMT.053 FORMAT BANK STATEMENTS

- Additional columns have been added when using Data Integration to load transactions from camt.053 format bank statements.

- Business Benefit: This feature provides improved flexibility and usability when using camt.053 format bank files for loading transactions.

Oracle EPM - ALLOWING NON-ADMINISTRATORS TO EXECUTE JOBS IN THE PIPELINE

24.04 - Data Integration Pipeline in EPM Cloud - April update

- Non-administrators can now execute an individual Pipeline job type using proxy administrator user credentials. Optionally, non-administrator users can also view Pipelines in read-only mode (cannot edit or create a pipeline) depending on the user group access granted to them in Location Security.

- To create a proxy server user credential, an administrator with a service administrator role (can grant user roles), specifies a proxy admin username on the Create Pipeline page.  

- If the proxy user name is different than the service administrator's username, then the system prompts the user to enter a password.

- If the user executing a job is a non-administrator and no proxy admin user credentials are specified, the system executes all jobs as non-administrator users. 

- In this case, the Pipeline can only include jobs that do not require a service administrator to execute them, for example an integration job. 

- If jobs require an service administrative to execute them and a non-administrator without a proxy administrator user credentials attempts to execute them, then the Pipeline process fails.

- Location Security is an additional framework in which service administrators can secure access to the Pipeline. When Location Security is enabled, Data Integration evaluates the user groups by location to which a user has been assigned.

Below is an image of the Pipeline parameters:

Oracle EPM Cloud - Improved REDWOOD experience in EPM Cloud

- Newly created or re-created EPM Cloud services, business processes, and applications now use Redwood Experience as the default theme. 

- The Redwood Experience offers a default Oracle theme and these two additional appearance options: 

1 - Custom Light and Custom Dark. 

The appearance of all EPM Cloud environments that currently use the Redwood Experience will automatically be shifted to either the default Oracle theme or the Custom Dark theme based on currently deployed background appearance of these environments.  

Redwood Experience not only provides an attractive look and feel, but it also includes the following new features:

1. Adhoc on Web
2. Calc on the Fly
3. Dashboard 2.0
4. Dynamic tabs
5. Forms 2.0
6. Horizontal tabs at the bottom of the page
7. IPM Insight

Oracle recommends that you switch to the Redwood Experience at the earliest.

In a later update planned for the second quarter of 2024, Oracle will automatically convert non-Redwood theme environments to the Redwood Experience.

Oracle EPM Cloud and new Redwood Theme update

 Coming in April 2024

https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/epm/wn/epm/releases/Mar24/24mar-epm-wn.htm#F32567

The Notification About the New, Streamlined Redwood Themes

You can snooze this announcement for seven days by clicking the close icon (x) in the message panel. To view examples of the different themes, click See Examples.

The Oracle theme will be the default Redwood theme for all new environments and existing environments wherein the theme has not been customized. The Custom Dark theme will be used as the theme for customers who have already implemented theme customizations. Customers who have not yet enabled the Redwood Experience will remain on their existing themes.

This update requires access to Oracle CDN (static.oracle.com), which provides image files, JavaScript, and other static content for the Redwood Experience. The switch over to the new themes will be automatic and will occur when the 24.04 updates are applied to your environments.

Business Benefit: By supporting simpler theming and compact navigation, the new Redwood themes improve user experience.

KEY RESOURCES

• About Redwood Experience in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Oracle ENVIRONMENTS FROM NON-HYBRID ESSBASE VERSION TO HYBRID ESSBASE VERSION

Oracle to  upgrade all ENVIRONMENTS FROM NON-HYBRID ESSBASE VERSION TO HYBRID ESSBASE VERSION

Within the next 3 months, Oracle is planning to upgrade all environments to a hybrid Essbase version as of April 2024

To ensure that your application is compatible with hybrid Essbase version, we've implemented a new utility which verifies your member formulas and provides a report so you can fix any issues. 

The Essbase Outline Validation menu option is in the Application Overview Actions menu. Select the Pre validate Outline option to perform a validation of your application and then select Outline Pre-validation Report to view a list of member formulas that need to be fixed to be compatible with hybrid Essbase version. After you have fixed the member formulas, you can use the Pre validate Outline option again to make sure that all issues are resolved.

To verify member formulas: From the Home page, click Application, and then click Overview.

Click Actions, select Essbase Outline Validation, then select Pre validate Outline.

To view the validation report, select Outline Pre-validation Report.

To check Essbase version, look at the value of Essbase Version supports Hybrid Block Storage Option in the Activity Report. 

If the value is Yes, environment is on hybrid Essbase version. 

If the value is No, its on a non-hybrid Essbase version.

Oracle Hyperion 11.2.16

EPM Patch Update 11.2.16.0 is now available on HTTPS://Edelivery.oracle.com

Release 11.2.16 includes the following new features:

• Certification of SQL Server 2022.

• Java 8 Update 391.

• WebLogic Patch Set Update 12.2.1.4.231115.

• Application Data Framework (ADF) Bundle Patch 12.2.1.4.230823.

• Oracle HTTP Server (OHS) 19c Bundle Patch 12.2.1.4.230922.

• There are no Oracle Data Integrator (ODI) Patches in Release 11.2

Oracle EPM February 2024 update and Hybrid Essbase

Per the February 2024 Oracle EPM Update, Oracle is planning to upgrade non-hybrid Essbase version environments to a hybrid Essbase version "within the next 3 months" (assuming Feb - Apr 2024).  

This will apply to Financial Consolidation and Close, FreeForm, Planning, Planning Modules, and Tax Reporting applications.

Oracle will be creating an "Essbase Outline Validation" menu option in the Application -> Overview -> Actions menu to analyze & view a list of Member Formulas that need to be fixed to be compatible with hybrid Essbase prior to the switchover.

To check whether your environment is on hybrid or non-hybrid Essbase version, look at the value of "Essbase Version Supports Hybrid Block Storage Option" in the Application -> Actions -> Activity Report ("Yes" = hybrid Essbase version; "No" = non-hybrid Essbase version)

If you are already on a Hybrid Essbase version, you don't have to take any action.

Supported path to Hyperion 11.2.15 release

Supported Path to Hyperion 11.2.15

You can move to Oracle Enterprise Performance Management System Release 11.2.15 from any of the following releases:

Table 4-1 Supported Paths to Release 11.2.15

From	Update to	Upgrade to
Release 11.1.2.4.xxx		11.2.8.0.000
Release 11.2.0.0.000 to Release 11.2.7.0.000	Release 11.2.8.0.000
Release 11.2.8.0.000	Release 11.2.12.0.000 or Release 11.2.13.0.000 or Release 11.2.14.0.000
Release 11.2.12.0.000 or Release 11.2.13.0.000 or Release 11.2.14.0.000	Release 11.2.15.0.000

• If you are upgrading from Release 11.1.2.4.xxx, see Upgrading EPM System (from 11.1.2.4 to 11.2.8).
• If you are applying an update from Release 11.2.x, see Applying an Update to EPM System Products.

https://docs.oracle.com/en/applications/enterprise-performance-management/11.2/hitju/applying_an_update_supported_paths_100xe7c373bc.html#GUID-023F9826-8F44-4628-8D13-602D8B5B3C96

Oracle VS Code extension

All the Oracle SQL enthusiasts out there. 

Oracle released a VS Code extension. check it out. I will be trying it out.

#oraclesql #sql #sqldeveloper #vscode 

https://lnkd.in/gDfAm5zM

Oracle EPM Cloud updates and What they mean ?

What Are Oracle Updates?

Oracle Cloud Apps are a widely used suite of enterprise applications. Available as SaaS (software-as-a-service), these apps streamline essential business functions, including Enterprise Resource Planning (ERP), Supply Chain Management (SCM), and Human Capital Management (HCM). Oracle works on the principle of continuous innovation, constantly unveiling new features, functionalities, bug fixes, and enhancements. 

These new updates are called Oracle releases, updates, or upgrades.  

Oracle Updates Release Cycle

Oracle Cloud follows a systematic quarterly update schedule, with each update being assigned a sequential name. 

The update for the first quarter of 2023 is referred to as 23A, the update for the second quarter as 23B, the update for the third quarter as 23C, and the Oracle release update for the fourth quarter as 23D. 

It’s important to note that these updates are staggered at different times, so various companies are in-process of upgrading at different stages. 

You may be finalizing 23B while the company next door works on 23C. 

Companies choose from three cycles of quarterly updates:

• January/April/July/October
• February/ May/ August/ November
• March/ June/ September/ December

Oracle EPM Cloud updates for 2023 !!

In 2023, the following EPM spotlight features were introduced:

EPM Cloud Platform

• Operational Dashboards for Tasks, Alerts, Supplemental Data, and Enterprise Journals
• Reports Support for Valid Intersections
• Forms 2.0 and Dashboard 2.0
• Pipeline Feature in Data Integration
• Direct Drill From Summary Members Enabled For Agent Drill Type URLs
• Announcing: New Guide to Create and Run an EPM Center of Excellence (CoE)

Account Reconciliation

• Custom Dashboards for Reconciliation Compliance and Transaction Matching

Enterprise Data Management

• Time Labeled Viewpoints
• Time Labels
• Policy Execution Plan
• Private and Public Queries for Viewpoints
• Extract Packages
• Ownership Approvals

Enterprise Profitability and Cost Management

• Ad Hoc Analysis Available in Rule Designing and Rule Balancing

Financial Consolidation and Close

• Ability to Create Unbalanced Consolidation Journals
• Application Roles for Consolidation Journals

Narrative Reporting

• Report Reference Doclets Now Support Adding Report Text and Note Boxes as Available Content in the Report Package

Planning

• Enabling Task Manager within Existing Planning Applications
• Support for Calendars and Events in IPM Insights, Auto Predict, and Predictive Planning
• Enhanced Connected Planning with Sales Planning and Strategic Workforce Planning - New Application Types in Planning

Tax Reporting

• Enabling Pillar Two in Tax Reporting

• Support for Configurable Dimensionality and Optimizing the Application Model for Hybrid Aggregation