EPM Cloud - NEW CLONE SNAPSHOT FEATURE

The Clone Snapshot feature is now available for all EPM Cloud business processes except Enterprise Data Management. 

This feature provides a screen-based method to migrate application snapshots from a source environment to a target environment. It is an alternative to writing an EPM Automate script to clone an environment. 

Note that security (users and their predefined role assignments) cannot be cloned using this feature.

Applies to: Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Tax Reporting

This feature was introduced in Account Reconciliation and Profitability and Cost Management in the 21.02 update.

Cloning of snapshots is useful in migration scenarios, including the following:

• Production to test cloning where only the application needs to be migrated.
• Test to production cloning where only the application needs to be migrated.
• Primary to secondary cloning for disaster recovery.

When you clone a snapshot, Oracle EPM Cloud automatically completes all the actions required to create an exact copy of the current application in the target environment. 

Because this process recreates the target environment, be sure to backup data and artifacts from the target environment before using this feature.

Business Benefit: Using the Clone Snapshot feature allows you to migrate application snapshots from a source environment to a target environment without writing EPM Automate scripts.

Oracle EPM Automate updates for April 2021

 A new version of EPM Automate is now available. This version introduces the exportCellLevelSecurity, exportValidIntersections, extractDimension, importCellLevelSecurity, importReconciliationAttrbutes, importValidIntersections, and sendMail commands.

Applies To: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

exportCellLevelSecurity Command

This command exports cell-level security settings from a Planning or Tax Reporting business process into a ZIP file.

exportValidIntersections Command

This command exports valid intersection groups from a Planning, Consolidation and Close or Tax Reporting business process into a ZIP file. Valid intersections are cell interactions that are filtered based on rules you define, called valid intersection rules, which filter certain cell intersections to users when they enter data or select runtime prompts.

extractDimension Command

This command extracts an Oracle Enterprise Data Management Cloud dimension to a file or to a global connection.

importCellLevelSecurity Command

This command imports cell-level security settings from a ZIP file that contains an Excel file with cell-level security definitions into Planning or Tax Reporting business process.

importReconciliationAttributes Command

This command imports reconciliations attributes from a file into existing reconciliations.

importValidIntersections Command

This command imports valid intersection groups from a ZIP file that contains an Excel file with valid intersection definitions into a Planning, Consolidation and Close or Tax Reporting business process.

sendMail Command

This command sends an email to specified recipients with the option to attach files from EPM Cloud. This command can be incorporated into EPM Automate scripts to notify users of various conditions or to send reports.

How to get Announcements to Appear On the HomePage in Workspace Hyperion 11.2.4 ?

11.2.4 Workspace - Text does not appear in Announcements on HomePage

From the User Guide:

“New announcements are displayed when you first open the Home page. You can also click on an announcement to read it. (Messages are set up by administrators in Workspace Server Settings - Navigate, then Administer, then Workspace Settings, and then Server Settings.)”

Are there other settings that need to be updated for the message to show under Announcements on the Home Page?

Yes, you will also need to update the "Client Message Polling Interval" value from its default setting of zero. The "Client Message Polling Interval" can be found just below the button for the "Message File:" edit button in Workspace Server Settings.

Below is the relevant section from the "Workspace Administration Guide":
Client Message Polling Interval Time interval for checking new messages. The value entered is in minutes. A value of zero disables messaging systems and newly logged-on users do not receive messages. Default is 0.

https://docs.oracle.com/en/applications/enterprise-performance-management/11.2/epmwo/accessing_epm_workspace_server_settings.html

How Increase The Upload Max File Size In Workspace in EPM 11.2.4 ?

Issue

How to increase file upload max file size limit in EPM System 11.2.4 to address error: "the request was rejected because its size (XXXXXXX) exceeds the configured maximum (104857600)"?

Solution

Perform these steps:

1. Increase the value of File Upload Maximum Size setting. It can be found in Workspace in Navigate -> Administer -> Workspace Settings -> Server Settings. The default value is 100MB.

2. Then restart Foundation Services.

 

Note, this setting is new in EPM System 11.2.4. It is not available in EPM System 11.2.0, 11.2.1, 11.2.2 and 11.2.3.