Posts

Posts

  • Alison McClure
    Watch Newly Available 2019 (19D) Readiness Training...5.0
    Announcement posted December 2, 2019 by Alison McClureSilver Medal: 2,000+ Points, tagged Architecture, BI, Engagement Cloud, Enterprise Planning, Field Service, Financials, Fusion, General, Global HR, HCM, Maintenance, Other, Patch, Procurement, Release, SCM, Service, Talent, Upgrade, Workforce Management, Workforce Rewards in Customer Connect Announcements public
    Title:
    Watch Newly Available 2019 (19D) Readiness Training - Oracle Cloud Applications Readiness
    Abstract:

    Want to easily find the Readiness Training that has become available in the last 60 days?

    Here it is.

    Announcement:
     
    Latest Readiness Training

    Cloud Apps Super Users

    Want to know what readiness training has become available in the last 60 days? Here it is.

     

    Check out the latest training

    Let our Product Managers guide you through what's new in their products.

    Hear in-depth descriptions of the latest functionality

    See demos of the new, exciting features in action

    Understand best practices to help maximize the benefits to your organization

     

    Watch

    New Videos in:

    Copyright 2019, Oracle and/or its affiliates. All rights reserved. About Oracle | Legal Notices and Terms of Use | Privacy Statement
     
  • Mark Rinaldi
    What's New in 19.11?45.0
    Topic posted November 1, 2019 by Mark RinaldiSilver Crown: 22,500+ Points, tagged Capital, EPBCS, EPM Automate, Forms, Groovy, Help Center, Integration, Navigation Flows, PBCS, Planning, Projects, Security, SmartView, Snapshot / LCM Export & Import, Strategic Modeling, Tip, Upgrade, User Assistance, Workforce in Enterprise Performance Mgmt > Planning public
    Title:
    What's New in 19.11?
    Summary:
    ... let's find out!
    Content:

    Is it me or did this month fly by?  It's time to check in on the latest developments in EPM Planning but, as always, I assume you've already memorized all the features identified in this month's What's New documentation.  I'm ever so thankful for the User Assistance team putting this document together each month as we make last-minute changes on them quite frequently.  Their hard work is so nice for me to plagiarize, so here we go.  (If you're new to my "What's New" post, I occasionally put Easter eggs in my commentary.)

    As I've mentioned before, now that we are selling EPM rather than point solutions, there are some overlapping new features.  Since this is a Planning forum, I'll only list ones that pertain to Planning and I will not denote exceptions for the other EPM services (unless you really want me to do so).

    EPM Common

    1. The video team took my goodnatured jab from last month (some excuse about having to do certifications - yeah, yeah - that month) to heart and have started cranking out more videos.  Be sure to check out these new videos:

    Learn more about all of the value in the comprehensive EPM Cloud: EPM Standard Cloud and EPM Enterprise Cloud.

    Getting help for Oracle EPM Cloud is easy. Access videos, tutorials, new feature updates, forums, documentation, translated Information, and more on our help center. 

    Please check these materials out before logging posts or Support Requests (SRs) with questions.  When I respond to posts or emails with links to our documentation or videos, it's a bit of LMGTFY.  I understand there can be questions after reading materials for unique situations but it is much more helpful to read the documentation first.  If there is an inconsistency, ambiguity, or missing piece of the documentation, we need to know that, too, in order to fix it.

    1. Another month, another update to EPM Automate.  A new version of the EPM Automate Utility is available. This version contains the userGroupReport command, which generates a comma separated value file that lists the groups to which users are assigned in Access Control. The report indicates whether the user assignment to group is direct (as member of a group) or indirect (as member of a group that is a child of a nested group).
    1. A new version of Oracle Smart View for Office (Mac and Browser) is available. This version includes the ability to save formatting on ad hoc grids and Smart Forms, and support spreading values using grid spread, cell locking, and mass allocation.

    • Saving Formatting on Ad Hoc Grids and Smart Forms

    Save native Excel formatting back to your Oracle EPM Cloud business process as part of a Smart Form or ad hoc grid.

    • Spreading Values Using Grid Spread

    Administrators enable Grid Spread in the business process. Users can then specify an amount or percentage to increase or decrease values across multiple dimensions on the grid, based on the existing values in the target cells. When calculating the spread data, read-only and locked cells and cells having supporting detail are ignored. Data integrity is ensured because values can be spread only to cells to which you have access.

    • Spreading Values with Cell Locking

    When spreading data over time periods, users can temporarily lock the values of one or more cells to preserve their values when other values are recalculated. Data can then spread across time periods based on various calculations and visually review the changes before committing them to the database.

    • Spreading Values Using Mass Allocation

    Administrators enable Mass Allocation in the business process. Users can then spread data to all descendants of a source cell and across all dimensions. Spreading by mass allocation spreads data to cells not displayed on the grid and does not require that the user have access to the target cells.

    1. To be kind to our financial close and consolidation, tax, and profitability friends who also use the EPM Platform, we have now changed the "Planning" label in Migration to "Core."  Starting with this update, Core replaces Planning in the artifact categories listing that is displayed when you access Migration. This change in the display label better reflects the type of artifacts available in this category and does not have any functional impact.
    1. Many Access Control and Migration modal windows now contain a new menu, which provides access to online help, the Provide Feedback Utility, EPM Cloud Customer Connect, and Oracle Support. This new menu helps you submit Provide Feedback submissions from modal windows. 

    Hmmm, "Modal" is such a fancy, technical term.  Basically, those pop-up or overlay windows that open when you click certain links, like the "Calc-Calculation Manager" hyperlink within the Artifact Snapshot, now have a help icon offering Help, Help on this Topic, Provide Feedback, Oracle Support, and Cloud Customer Connect (e.g. to enter a new Idea).  Before, such overlay windows didn't have a help button.

    1. As we have been warning you, Oracle has removed the ability to export and import groups from Access Control. As a result of this change, the Export and Import buttons are no longer available in the Manage Groups screen. This change was made because the ability to import and export groups is available through Migration and EPM Automate. You should use Migration for interactive export and import of groups and EPM Automate for automated import and export of groups.  Wow, who would've thought that EPM Automate should be used for automation of actions?  There is no doubt now!  :-)
    1. This one is convenient....There is a new Home page icon for switching navigation flows at runtime.

      If you belong to multiple groups or if a navigation flow is assigned to a role, you might have access to more than one navigation flow and you can switch between navigation flows at runtime. To display a list of navigation flows from which you can choose, click the Navigation Flow icon on the global header, and select the navigation flow you want to view.

    2. Ooh, the Data Management/Data Integration techies will like this one:  EPM Cloud users assigned to Power User and User predefined roles for the Planning business process can now access the Data Integration user interface. Previously, only the users assigned to the Service Administrator predefined role had access to the Data Integration user interface.

    3. Groovy alert, Groovy alert:  Updates to EPM Cloud Groovy Rules Java API.  When using Groovy, you can now exclude members in Smart Push. You can also execute a calc script and return to the Groovy script for further execution. The new API is cube.executeCalcScript().  Come on, you know this is awesome!

    4. Already an enhancement to the EPM Integration Agent that is only one month old!  You can now drill down to an on-premises (do I need to explain the ending "S" again?) source system without a landing page and display the results in a pop-up in Data Management (DM) using the EPM Integration Agent.  Basically, if the on-premises system doesn't have a landing page, you can create a SQL query directly in DM to create the drill-through with mappings.

    5. New REST API to generate a User Group Report.  As with EPM Automate above, you can go all high-tech using REST APIs to generate a User Group Report on users in the system and write the report to a provided file name. This report lists the direct or indirect membership of users assigned to groups. It can be downloaded using the Download REST API.  Have you caught on to the pattern where new EPM Automate commands also create new REST API commands for the same feature?

    Planning Updates

    1. I think the video team took it personally... there is a new video for Strategic Modeling Funding Options.  Setting Up Funding Options in Strategic Modeling

      Learn how to set up funding options in Strategic Modeling in Oracle EPM Cloud. First you review how cash surplus and cash deficits are defined. Then you modify the funding routine to use excess cash to pay down high interest debt, and review the impact of those changes on accounts.

    2. On the Projects Enable Features page, the label for Standard Rates from Workforce changed to Integration from Workforce and the label for Standard Rates from Capital changed to Integration from Capital. These changes were made to more clearly identify the purpose of the options for integration.  Yay, clarity!

    3. #Missing getting in your form's way?  There is a new form layout option called Use Database Suppression that enables you to apply row suppression at the Essbase level instead of at the Planning level, thus reducing the amount of data handled on the Planning side and eliminating the impact on query thresholds.

      NOTE: If you use this option and you have a formula column on the form that results in a #MISSING value, the row won't appear on the form because it will be suppressed in Essbase and won't be returned to Planning for formula evaluation.

      The Use Database Suppression option can be set on the Layout tab of the Form and Ad Hoc Grid Management page under Grid Properties.

    Upcoming Changes - EPM Common

    1. Removal of Instance Name from Predefined Role Names.  Currently, the predefined role names displayed in the Access Control screens of EPM Cloud environments prefix the instance name to the role name in INSTANCE_NAME ROLE_NAME format. They are also stored in this format in the snapshots, making it difficult to migrate snapshots from one instance to another.

      To facilitate the migration of security across EPM Cloud environments, Oracle plans to rename predefined role names displayed within EPM Cloud applications by removing the instance name prefix. For example, if the instance name is Planning1, predefined role names are Planning1 Service Administrator, Planning1 Power User, Planning1 User, and Planning1 Viewer, the new role names will be Service Administrator, Power User, User, and Viewer.

      NOTE: This change does not affect how the role names are displayed in the MyServices customer portal.

      This change will not have any impact on customers who currently use predefined roles for managing application-level provisioning and access to artifacts. Oracle will ensure that all application role assignments and artifact security assignments are automatically updated after the roles are renamed. This change makes it easy to migrate EPM Cloud artifacts across environments.

      This change is being implemented to address customer feedback. If you have any concerns about this change, please contact Oracle Support.  This paragraph is encouraging to contact us if you feel this upcoming change may negatively impact you.  If we don't get any feedback via Oracle Support on topics with this paragraph, we assume all is well and that we can deliver it without causing any issues for you.  Hint, hint.

    2. Planner Role to be Renamed as User.  This change will not have any impact on customers who currently use predefined roles for managing application-level provisioning and access to artifacts. Oracle will ensure that all application role assignments and artifact security assignments are automatically updated after the roles are renamed. This change makes it easy to migrate EPM Cloud artifacts across environments.

      This change is being implemented to address customer feedback. If you have any concerns about this change, please contact Oracle Support.  Ahem, cough, cough.... hint, hint.

    3. EPM Cloud's new look and feel.  In a future update, there will be a revised interface with enhanced navigation and a new theme called Sky Blue.

      The revised interface retains existing functionality and enhances your experience with a more modern look and feel and responsive design. The Welcome Panel and the Global Header readjust after resizing, which means less scrolling. An updated Welcome Panel features Announcements and Notifications. Arrows are available on the Home Page to help you navigate easily between the Springboard and infolet dashboard pages. A bigger Navigator Menu has improved usability, more themes for customization are included, and a bigger work area has more space to maneuver and provide better visibility. The interface is also more consistent with other Oracle products, such as Fusion Applications.

      After the interface is released, all new customers will use the new lighter-colored Sky Blue theme, and existing customers will keep their current theme. You can switch themes using Tools and then Appearance.

    Watch Overview: Preview EPM Cloud's New Look and Feel video to view highlights of the new user interface theme.

    1. Predefined Role Names will be New Reserved/Key Words.  Starting with an update in the near future, Oracle plans to treat the following predefined role names as EPM Cloud key words, which should not be used in the name of any custom artifacts that you create; for example, as a group name in Access Control.
    • Service Administrator
    • Power User
    • User
    • Viewer
    • Planner
    • System Administrator
    • Application Administrator
    • Library Administrator
    • Reports Administrator

    If you have any groups or artifacts named using these keywords, Oracle requests that you rename or delete them; else Oracle will rename them to ensure that there is no impact because of this change. For example, a group named Power User will be renamed as Power User1 without affecting the current role assignments. If you do not want Oracle to automatically rename such groups, you must rename them.

    This change is being implemented to address customer feedback. If you have any concerns about this change, please contact Oracle Support.  Cough, cough....

    1. Get ready for it.  Query Governor on BSO and ASO cubes.  In a future update, Oracle will add a query governor on Essbase block storage and aggregate storage cubes to guard against excessive server load created unintentionally by running ad hoc queries that take a very long time to complete. The new governor will limit all queries to a maximum of 30 minutes execution time. This governor affects only retrieval of data, for example, Smart View ad hoc queries, web and Smart View forms, and reports. It does not affect business rules.  Do you run any overnight batch Reports that may exceed this governor?
    1. As promised, here is the Classic Dimension Editor update.  To allow customers more time to transition from using the Classic Dimension Editor to using the Simplified Dimension Editor, Oracle has deferred the removal of support for Classic Dimension Editor to a future update. Because the plans to remove support for Classic Dimension Editor has not changed, Oracle recommends that you start using the Simplified Dimension Editor instead of the classic editor.

      Oracle will temporarily discontinue this notification from upcoming readiness documents. A two-month advance notification will be provided before support for Classic Dimension Editor is officially removed.  Yay and boo.  Yay that I don't have to keep listing this "Upcoming Change" every month.  Boo that there are some cool enhancements that will come once we do update the Simplified Dimension Editor, which will allow us to deprecate the Classic Dimension Editor.  Therefore, the next time you see this topic in the Upcoming Changes section, we'll likely be close to deprecating it.

    Considerations - EPM Common

    1. Job Scheduler now Supports the Starting Hour and Minute.  Because the Job scheduler changes in the 19.10 update ignored the minutes set in the start time of hourly jobs, it was not possible to sequentially schedule hourly jobs. This issue has been resolved in the 19.11 EPM Cloud update.

      To support sequential scheduling of jobs, the Job scheduler now honors the hour and minute you set for the starting time of a job. For example, if you set the start time to be 12:48AM, and the hourly interval to be 2, the job will now run at 12:48AM, 2:48AM, 4:48AM and so on. And for an 8-hour interval with a start time of 12:48AM, the job will run at 12:48AM, 8:48AM, 4:48PM, and then start over at 12:48AM. The Planning documentation has been modified to explain the hourly scheduling timetable.

    2. Connecting to Narrative Reporting via Integrated Business Processes (IBP).  There is a known issue in 19.11 when accessing Narrative Reporting content via Integrated Business Processes.  This will be corrected in the upcoming weekly patch to your test environment, and will not impact 19.11 production deployments.

    Upcoming Changes - Planning

    1. Start Date Member in Workforce.  In an upcoming update, the Workforce module will introduce a new member named Start Date, which could impact how you load data into Workforce. The Workforce Data Load templates will be updated to accommodate this change, as will the Data Management templates. This new Start Date member enables more accurate calculations than the current Start Month member.

      For existing customers, the start month will be converted to a calculated value based on the Start Date so that your calculations aren't affected. But you will need to make changes to your data load files to provide Workforce with the  Start Date instead of Start Month.

    Again, I'm still working to minimize or negate any impact on existing customers with this change.  We are simply warning you that data loads may need to be updated.

    Summary

    Another month with lots of new features, mostly at the platform level.  Thanks, again to the User Assistance team for letting me plagiarize their work and for the video team being good sports with my jabs.  They accepted the challenge and delivered!

    I'm torn between the new Groovy updates (exclude members in Smart Push and cube.executeCalcScript) and the Navigation Flow switcher as my favorite update of the month.  What's yours?

    Happy Planning!

     

  • andreml
    When will my ADB (always free) get upgraded to APEX...25.0
    Topic posted November 4, 2019 by andremlRed Ribbon: 250+ Points, tagged Apex, Notification, Patching, Upgrade in Data Management > Autonomous Transaction Processing public
    Title:
    When will my ADB (always free) get upgraded to APEX 19.2?
    Summary:
    When will my ADB (always free) get upgraded to APEX 19.2?
    Content:

    Hi,
    When will my ADB (always free) get upgraded to APEX 19.2?
    And will I be informed beforehand; if yes when and how?

    Thank you and Regards
    Andre

  • Jash Joshi
    Planning and Consolidation development in EPM Enterprise...1
    Topic posted October 31, 2019 by Jash JoshiRed Ribbon: 250+ Points, tagged EPBCS, Financial Planning, Free Form Planning, Help Center, PBCS, Planning, Snapshot / LCM Export & Import, Upgrade in Enterprise Performance Mgmt > Planning public
    Title:
    Planning and Consolidation development in EPM Enterprise Cloud
    Content:

    Our client has subscribed to EPM Enterprise Cloud services. Now we want to start the development of planning and consolidation applications together. If we enable the planning we can not go back to the home page unless we do recreate services(Which we do not want to do) and from my services when i do the lauch services it is taking me to one service only (either planning or consolidation).

    What to do in this case? Should we contact oracle if we want to drive the development of two applications (planning and consolidation) together?

    Thank You.

  • Michael Hylton
    Migrating from Standard EPM Cloud to Enterprise EPM Cloud...Answered3
    Topic posted October 23, 2019 by Michael HyltonRed Ribbon: 250+ Points, tagged EPBCS, PBCS, Planning, Upgrade in Enterprise Performance Mgmt > Planning public
    Title:
    Migrating from Standard EPM Cloud to Enterprise EPM Cloud Possible
    Summary:
    Looking to find out if an organization can upgrade to Enterprise EPM Cloud without losing Configuration
    Content:

    Interested in seeing if this question has been answered regarding upgrading an existing Standard EPM Cloud subscription to an Enterprise EPM Cloud subscription. Would an upgrade effect the existing applications or, would we lose what was built in the Standard environment and restart building the application in Enterprise? Thank you.

  • Serge Kpossou
    Changed timezone - Planning test-pod2
    Topic posted October 18, 2019 by Serge KpossouBronze Medal: 1,250+ Points, tagged Upgrade in Enterprise Performance Mgmt > Planning public
    Title:
    Changed timezone - Planning test-pod
    Summary:
    Timezone change
    Content:

    Has anyone experienced a sudden change of timezone in their test pod following today's roll out of October patch in Test instances.
    In our case, from BST to PT.

    Version:
    19.10.63
  • Scott Rose
    ePBCS - Workforce - New Hires Not Calculating Salary5
    Topic posted October 4, 2019 by Scott RoseGreen Ribbon: 100+ Points, tagged Calc Manager, EPBCS, Financial Planning, Planning, Upgrade, Workforce in Enterprise Performance Mgmt > Planning public
    Title:
    ePBCS - Workforce - New Hires Not Calculating Salary
    Summary:
    New Hires entered in Workforce and Salary does not calculate (everything else does)
    Content:

    When a new hire is entered using the new hires form and Add Requisition is chosen from the Action Menu forms are filled out, Salary Basis and Rate is chosen and the Salary Basis chosen is "Annual".  The new hire is added, benefits is calculated but No Salary shows.

    The issue looks to be "Annual" is not gettting into the Salary Basis Component and Basic Salary Account by month, therefore the salary does not calculate.  If I manually submitt Annual to the entered employee the calc works.  We do have some customized calcs does anyone know the calc pushes the Salary Basis chosen on the New Hires form to the Workforce cube?

    I've documented the new hire entry and my results in the attached.

    THANKS!

     

    Version:
    19.09.72
  • Mark Rinaldi
    What's New in 19.10?145.0
    Topic last edited October 4, 2019 by Mark RinaldiSilver Crown: 22,500+ Points, tagged Calc Manager, Dashboards, EPBCS, EPM Automate, Free Form Planning, Help Center, Infolets, Integration, PBCS, Planning, Reports, Security, Setup, SmartView, Snapshot / LCM Export & Import, Strategic Modeling, Tip, Upgrade, User Assistance, Workforce in Enterprise Performance Mgmt > Planning public
    Title:
    What's New in 19.10?
    Summary:
    ... several things you're really going to like
    Content:

    Here we go again with another update.  As always, I’m sure you’ve already memorized the latest What’s New documentation from our fine User Assistance team from whom I’m about to plagiarize their hard work.

    EPM Common Stuff:

    1. Warning for Snapshot Imports:  Starting this release, the import process in Migration displays a warning message if the snapshot being imported is not from current release or from release one month prior or from next month release. You can upgrade snapshots from other month releases for business processes other than Account Reconciliation and Enterprise Data Management to make them compatible with the current version of the environment. See Recreating an Old EPM Cloud Environment for Audits” in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.
    2. Oh boy/girl… brace yourself…. It’s here!  The New EPM Integration Agent in Data Integration!  (AKA the “On-prem Agent”).  Side note, pet peeve, it is on-premises (“S” at the end) not on-premise, https://www.grammar-monster.com/easily_confused/premise_premises.htm

    The EPM Integration Agent, which provides connectivity between the EPM Cloud and on-premises sources including SQL data sources like Oracle and Microsoft SQL Server, E-Business Suite GL, and PeopleSoft GL, is now available:

    In addition to easy access and setup for these sources, the agent may also be extended using scripting to connect to virtually any data source including 3rd party REST API based systems, or systems that can be accessed using a Jython or Groovy script. The agent, implemented as a data source for Data Management and Data Integration, responds and provides the specified information when a user executes data load rules.  Agent based integrations may be scheduled like any other data rule which provides users the flexibility to define integrations to any source in an automated fashion.

    Now, you can be fully in the Cloud for all data integration.  You don’t need to keep FDMEE on-premises as the bridge from your on-premises applications to the EPM Cloud.  This is huge!

    1. Another month, another Smart View for Office version.  This version includes the ability to spread data for time periods.  By default, forms are enabled for spreading data in Planning.  However, in Smart View (Mac and Browser), you must also enable spreading after opening a form or ad hoc grid.

    To spread data for time periods:

    1. Open a form or ad hoc grid.
    2. In the Smart View Ribbon, select Options
    3. In the Options panel, select the Data tab, and then select the Spreading Enabled check box.  Close the panel.  Note that you must complete this step to select the Spreading Enabled check box for each form or grid you launch.
    4. In the open form or ad hoc grid, select a data cell and enter a new value.
    5. To save the data, click Submit.

    Consideration:Data Spreading Check Box not visible in Chrome.

    Chrome does not display some Smart View panels correctly when first launched. In these cases, the bottom portion of the panel is not visible and users are unable to see all interface elements in the panel. Some examples are when launching Business Rules, the Plan Type and Apply buttons are not visible at the bottom of the panel. When launching the Options panel, Data tab, the Spreading Enabled check box is not visible.

    Workaround: Toggle the Maximize/Restore Down button in top right corner of the Chrome browser. This is the middle button, between the Minimize and Close buttons. You should then be able to see all interface elements in the panel. Once all elements are visible, you may again toggle to your preferred window size and the elements will remain visible.

    1. New Adapter for loading data from the Oracle ERP Cloud.  You can now extract non-General ledger data from Oracle Financials ERP cloud sources and load it to the EPM Cloud using Data Integration and Data Management. A new generic Oracle cloud ERP adapter is available in this release that lets you use data extracts from the cloud ERP as a data source for any of the EPM cloud business processes. Users can define a BI Publisher data extract that is referenced by data management to pull data directly from sources like payables, receivables, fixed assets, and supply chain.  So, if you’re crazy enough to want sub-ledger details in your Planning cube, you can directly load it. 
    2. New documentation for troubleshooting Reports and Change Management process. A new appendix EPM Cloud Change Management Process has been added to Getting Started with Oracle Enterprise Performance Management Cloud for Administrators. Additionally, the following troubleshooting sections are also available:
    1. Making Financial Reporting Reports More Efficient
    2. Resolving EPM Automate Issues
    3. Resolving Login Issues
    4. Managing Customer Diagnostic Alerts
    1.  Ugh, while this one is great, it is causing me a lot of extra work!  Whah!  We are moving the Enhancement Request process to the Oracle Cloud Customer Connect Idea Labs starting now.

    Effective October 1, 2019, Oracle EPM Cloud has moved the Enhancement Request (ER) processes out of My Oracle Support 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. Idea Labs are feedback forums where Oracle Applications customers can submit ideas, collaborate on solution approaches, vote for their favorite ideas, and see which are being implemented by Oracle.

    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.

    You can also review the EPM FAQ Document regarding this change.

    A Customer Connect session was held on September 25, 2019. The Replay of the Customer Connect session is available if you were unable to attend the live broadcast.

    Now, back to the woe-is-me portion of this change… I have to tag each of the 298 Ideas from the Planning Ideas Lab as either:  Under Oracle Review, More Information Requested, Planned Idea, Delivered Idea, Current Capability, Duplicate Idea, Declined Idea (!), or Archived Idea.  Mmm, is there a “Decline All” option? ;-)

    Additionally, we have created a new Forum and Idea Lab for “EPM Platform” since Planning, Financial Consolidation and Close, Tax Reporting, etc. all use the “EPM Platform.”We’re still drawing some lines here, so there will be a gray area for a bit as to what is Platform vs. Planning.  I’ll be moving Ideas from the Planning Ideas Lab to the EPM Platform Ideas Lab, as appropriate.

    For example, Ideas on Job Console, Export/Import, Forms, Dashboards, Infolets, Task Manager, Approvals, Navigation Flows, Valid Intersections, etc. are EPM Platform issues/ideas.Ideas on any of the Modules, Free Form Planning (still under debate), etc. would fall under the Planning Ideas lab.

    Bear with us (me) as we categorize/move/review all 298… already down to 276 as of this writing since I’ve moved a bunch to Shankar’s EPM Platform Ideas Lab.

    1. Updated interface for EPM Cloud Help Centers.  As you may have noticed from our recent Oracle Open World User Conference, we’ve changed our logo/image and the EPM Cloud help centers and user assistance pages now represent this new image.  I’m dating myself but the figures are eerily similar to the African stick art we used with Hyperion System 9!

     

    Planning Related Items:

    1. Create Free Form Planning using Essbase 11.1.2.4 application snapshot.  Starting with this release, Oracle EPM Enterprise Cloud allows you to import a Release 11.1.2.4 Essbase snapshot of a single cube Essbase application into EPM Cloud Enterprise Planning to create a Free Form Planning business process.  So we now support direct import of an .otl file and now the snapshot from Essbase. 
    2. Take control of Business Rules by setting when they run in the background.  I guess you don’t like us setting the 3-minute time limit to push a rule into a background process.  You can now set how many seconds a business rule executes before it runs in the background.  You can enter a value between 0 and 600 (10 minutes).  So instantly send it to the background or wait 10 minutes… it’s your call.
    3. Added support for excluding members in Data Map and Smart Push.  You can now exclude dimension members from a data map and Smart Push process. Excluding members while moving data is useful if you don't want to overwrite certain data at the target location or if you want to avoid getting warning messages if data at the target location is not present. For data maps, you can add exclusions on the Data Exchange card accessed from the Home page. For Smart Push, you can add exclusions for a form on the Smart Push tab of the Form and Ad Hoc Grid Management page accessed from the Navigator.  Nice update, wouldn’t you agree?
    4. Not to be outdone, you now have the ability to exclude members in Strategic Modeling Data Maps.  When creating data maps in Strategic Modeling for pushing data between Strategic Modeling and Planning, you can exclude members from the data map. Excluding members while moving data is useful if you don't want to overwrite certain data at the target location or if you want to avoid getting warning messages if data at the target location is not present.
    5. Okay, I can’t contain myself on this one…. Please, please, stop drinking to prevent a spit-take…. Really, this one has to be a top enhancement request and I’m happy to announce that Calculation Manager now provides options to export and import level zero data for Block Storage Cubes (BSO). These options are available in the Database Properties screen for BSO cubes in Calculation Manager.  Yes!!! You can now do a Lev0 export and import like with your old friend EAS.  Please, if I don’t get a bunch of comments on this one, I’ll be stunned.  No more Data Export filling out the POV, blah, blah, blah… or using LCM to do it.   A simple right-click, export Level Zero Data will do!
    6. I’m happy.  Are you?
    7. Really, I’ve been waiting on that one for a while, too.
    8. Updates to Working with Jobs using REST APIs.  When working with jobs, you can now use sentence-style capitalization for job names, and you can use spaces between words instead of underscores. For example, you can type Import Data for the job name instead of IMPORT_DATA. No action is required if you are using the old job names; both old and new job names are supported.  You’re welcome.
    9. Yes, we can export Lev0 data for the entire cube directly from Calc Manager!  Are you pleased with this enhancement?

    Upcoming Changes:

    1. R13 is coming at some point… In a future update, there will be a revised interface with enhanced navigation and a new theme called Sky Blue.  The revised interface retains existing functionality and enhances your experience with a more modern look and feel and responsive design. The Welcome Panel and the Global Header readjust after resizing, which means less scrolling. An updated Welcome Panel features Announcements and Notifications. Arrows are available on the Home Page to help you navigate easily between the Springboard and Infolet dashboard pages. A bigger Navigator Menu has improved usability, more themes for customization are included, and a bigger work area has more space to maneuver and provide better visibility. The interface is also more consistent with other Oracle products, such as Fusion Applications.

    After the interface is released, all new customers will use the new lighter-colored Sky Blue theme, and existing customers will keep their current theme. You can switch themes using Tools, and then Appearance.

    1. Planner Role will be renamed as User for all subscriptions…. Sorry FCCS users for forcing you to use the dreaded “P” word.  In an upcoming release, Oracle will rename the Planner EPM Cloud predefined role as User. This change will have no functional effect.

    Subscriptions that were provisioned prior to the May 2016 update used the Planner role, which has been maintained in subsequent updates to provide continuity. In subscriptions that were activated after May 2016, the Planner role was already replaced by the User role.

    1. Removal of Instance Name from predefined Role Names…. This is a good thing to make LCM between Test and Production easier.  The predefined Role Names won’t have the instance name prefix on them.  Currently, the predefined role names displayed in the Access Control screens of EPM Cloud environments prefix the instance name to the role name in INSTANCE_NAME ROLE_NAME format. They are also stored in this format in the snapshots, making it difficult to migrate snapshots from one instance to another.

    To facilitate the migration of security across EPM Cloud environments, Oracle plans to rename predefined role names displayed within EPM Cloud applications by removing the instance name prefix. For example, if the instance name is Planning1, predefined role names are Planning1 Service Administrator, Planning1 Power User, Planning1 User, and Planning1 Viewer, the new role names will be Service Administrator, Power User, User, and Viewer.

    This change does not affect how the role names are displayed in the MyServices customer portal.

     

    1. Removal of Group Export and Import Options from Access Control.  In the November 2019 update, Oracle will remove the ability to export and import groups from Access Control. As a result of this change, the Export and Import buttons available in the Manage Groups screen will be removed.  This change is being made because the ability to import and export groups is available through Migration and EPM Automate. After this change is made, you will exclusively use Migration for interactive export and import of groups and EPM Automate for automated import and export of groups.

    2. Predefined Role Names will be EPM Cloud restricted/key words.  Starting with an update in the near future, Oracle plans to treat the following predefined role names as EPM Cloud key words, which should not be used in the name of any custom artifacts that you create; for example, as a group name in Access Control.
    1. Service Administrator
    2. Power User
    3. User
    4. Viewer
    5. Planner
    6. System Administrator
    7. Application Administrator
    8. Library Administrator
    9. Reports Administrator

    If you have any groups or artifacts named using these keywords, Oracle requests that you rename or delete them; else Oracle will rename them to ensure that there is no impact because of this change. For example, a group named Power User will be renamed as Power User1 without affecting the current role assignments. If you do not want Oracle to automatically rename such groups, you must rename them.

    This change is being implemented to address customer feedback. If you have any concerns about this change, please contact Oracle Support.

    1. Another popular, upcoming change… Query Governor on BSO and ASO cubes.  In a future update, Oracle will add a query governor on Essbase block storage and aggregate storage cubes to guard against excessive server load created unintentionally by running ad hoc queries that take a very long time to complete. The new governor will limit all queries to a maximum of 30 minutes execution time. This governor affects only retrieval of data, for example, Smart View ad hoc queries, web and Smart View forms, and reports. It does not affect business rules.

    If you run batch reports overnight that may exceed this 30-minute window, please log a Support Request explaining your use case and concern with this future update.Under normal circumstances, letting a report or ad hoc query run for 30 minutes is less than desirable!

    1. Classic Dimension Editor update… new information… I was too busy to ask them to remove this item from this month’s What’s New document.  We clearly aren’t removing it in 2019, so we’ll remove this note and add it back at least two months before we will really remove the Classic Dimension editor.  Fret not… you have a while longer to avoid the SUI Dimension Editor until we deliver the enhancements I’ve been screaming for!
    2. Now for the really important piece… Workforce information.  I know you’ve been dying for some Workforce information, so here it is.  As we gear up for a future enhancement, Safe Harbor, for 13 Periods (P13) in an application to satisfy a Retail industry requirement, we will add “Start Date” instead of “Start Month.”

    In an upcoming update, the Workforce module will introduce a new member named Start Date (OWP_Start Date), which could impact how you load data into Workforce. The Workforce Data Load templates will be updated to accommodate this change, as will the Data Management templates. This new Start Date member enables more accurate calculations than the current Start Month member.

    For existing customers, the start month will be converted to a calculated value based on the Start Date so that your calculations aren't affected. But you will need to make changes to your data load files to provide Workforce with the  Start Date instead of Start Month.

    Before you kill me, we are still finalizing the best way to minimize or not impact you at all with this change.We may modify the Process Loaded Data rules with an “IF” condition in case you don’t load this new data such that we will convert the Start Month to the first day of that month for Start Date.There may be a 1X rule to run to convert your existing Start Month to the corresponding Start Date but we are trying to handle that through the Content Update for you… no guarantees yet.The upside of this change is for feature enhancements, Safe Harbor, that may be coming to a theater near you soon...

    Summary

    Okay, this post always takes me longer to complete than I anticipate.  You’d think plagiarizing from the User Assistance team would be easier!

    Did anyone notice anything missing from this month’s post?  Dear video team, are you slacking this month?  I didn’t see a single, new video.  Gauntlet thrown.

    There are several good enhancements this month.  I think you know which one is my favorite.  What is yours?

    Happy Planning!

  • Manas Desai
    EPBCS New Licensing - Max number of applications2
    Topic posted October 10, 2019 by Manas Desai, tagged EPBCS, Upgrade in Enterprise Performance Mgmt > Planning public
    Title:
    EPBCS New Licensing - Max number of applications
    Summary:
    As per new licensing approach, can we create any number of applications or are we restricted to max out of the box modules + 3 BSO + 4 ASO in EPBCS 19.09.72 version?
    Content:

    As per new licensing approach, can we create any number of applications or are we restricted to max out of the box modules + 3 BSO + 4 ASO in EPBCS 19.09.72 version? Will oracle automatically migrate existing customers to new licensing or should it be done manually?

    Version:
    EPBCS 19.09.72
  • amiresi sathish
    Data que setup in 6432
    Topic posted September 17, 2019 by amiresi sathishRed Ribbon: 250+ Points, tagged Integration, Transportation Management, Upgrade in Inventory and Logistics > Transportation Management public
    Title:
    Data que setup in 643
    Summary:
    Would like to understand how Data que work , i had configured data ques with one assumption but results are diffenrent, so posting this for confrim the functaionality
    Content:

    Hi ,

     

    I had set up Data que INTEGARTION IN to process inbound messages with below configuration and with assumptions

    Thread Count = 8 (OTM can process 8 transmissions parallelly in each server )
    Batch Size = 50 (To load 50 transmission from staging to Data que to process)
    Polling Frequency = 15 sec (refresh every 15 sec to load data que, if data que completed its execution before 15 sec then immediately next batch will be pooled )
    Load Balancing = None & Thread availability (This is something new in 6.4.3)
    Also implemented process group logic to handle if  ERP sends order updates ( if shipment linked with one or more number of deliveries ) so that messages can process sequentially without locking..
    Actual behavior with above setup :   Messages loading to Data ques randomly every 3 or 4 sec , sometimes never load to data que even though there are threads available.
     
    Please help me in understanding the behavior of Data Ques and process group.. Thanks in advance.