Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Creating and Running an EPM Center of Excellence
• 2 Overview
  • About EPM Cloud
    • Planning
    • Planning Modules
    • FreeForm
    • Strategic Workforce Planning
    • Sales Planning
    • Financial Consolidation and Close
    • Tax Reporting
    • Profitability and Cost Management
      • About Profitability and Cost Management
      • About Enterprise Profitability and Cost Management
    • Account Reconciliation
    • Enterprise Data Management
    • Narrative Reporting
  • About Oracle Enterprise Data Management Cloud
    • Features in Enterprise Data Management and Oracle Enterprise Data Management Cloud
  • About the Cloud Infrastructure
    • Key Concepts
    • Differences Between Classic and OCI EPM Cloud Environments
    • Features Available only in OCI EPM Cloud Environments
  • Information Sources
    • Oracle Cloud Help Center
    • Oracle Learning Library
    • Understanding EPM Cloud Translation
• 3 Working with Subscriptions
  • Available Subscriptions
    • Account Reconciliation
    • Oracle Enterprise Data Management
    • Financial Consolidation and Close
    • FreeForm and Planning
    • Narrative Reporting
    • Profitability and Cost Management and Tax Reporting
  • Ordering a Subscription
  • Activation Checklist
  • What if the Existing Oracle Cloud Account was Created by Someone Else?
  • Activating Subscriptions: OCI (Gen2) Regions Other than UK Gov Regions (OC4)
    • The Subscription Activation Email
    • Activation Instructions for First-time Customers
    • Activation Instructions If You Already have an Oracle Cloud Account
  • Activating Subscriptions: UK Gov OCI Regions
    • The Subscription Activation Email
    • Creating a New Cloud Account
    • Adding Subscription to an Existing Cloud Account
  • After Placing an Order: US Gov Regions
  • Accessing EPM Cloud Identity Consoles
    • Accessing the Application Environment Management Console
      • Prerequisites
      • Accessing Application Environment Management
      • Using the Application Environment Management Console
    • Accessing the Oracle Cloud Console (IAM)
    • Accessing My Services (OCI)
    • Accessing My Services (Classic)
  • Creating Identity Domain Administrators and Service Administrators
  • Creating an EPM Cloud Environment
    • Creating an EPM Cloud Instance: My Services (OCI)
    • Creating an EPM Cloud Instance: Application Environment Management
  • Renaming or Relocating an OCI (Gen 2) Instance
    • Deleting an EPM Cloud Instance
    • Recreating a Service Instance
• 4 Configuring Environments
  • Sample URLs
    • Classic URLs
    • OCI (Gen 2) URLs
  • Setting Up Browsers for EPM Cloud
    • Supported Browsers
      • Configuring Google Chrome for a Translated Version of the Service
      • Configuring Microsoft Edge
      • Configuring Firefox
      • Configuring Firefox for a Translated Version of EPM Cloud
    • Recommended Screen Resolution
  • Accessing EPM Cloud
    • Authenticating Using EPM Cloud Credentials
    • Authenticating Using Single Sign-On Credentials
    • Changing Your Password
  • Exploring EPM Cloud
  • Overview of Creating a Business Process
    • Creating a Business Process from EPM Standard subscription Landing Page
    • Creating a Business Process from EPM Enterprise subscription Landing Page
  • Switching to a Different EPM Cloud Business Process
  • Join Oracle Cloud Customer Connect
  • Turning on Accessibility Mode
• 5 Migrating Applications to EPM Cloud
  • Migration Paths for Legacy EPM Cloud Snapshots
  • Migration Paths for EPM Standard subscription and EPM Enterprise subscription Snapshots
  • What Applications Can I Migrate to EPM Standard subscription and EPM Enterprise subscription?
  • About Essbase in EPM Cloud
  • Migrating Planning Snapshots
  • Migrating Financial Consolidation and Close Snapshots
  • Migrating Account Reconciliation Snapshots
  • Migrating Profitability and Cost Management Snapshots
  • Migrating Management Ledger Applications to Enterprise Profitability and Cost Management
  • Migrating Tax Reporting Snapshots
  • Migrating to Enterprise Data Management
  • Migrating to Oracle Enterprise Data Management Cloud Service
• 6 Working with EPM Cloud Clients and Tools
  • Available Clients and Utilities
  • Smart View Prerequisites
  • Services using Smart View and Calculation Manager
  • Downloading and Installing Clients
  • Accessing a Service Using Smart View
    • Connection Types
    • URL Syntax for Smart View Connections
      • Classic Environments
      • OCI Environments
    • Configuring Connections in Smart View
      • Configuring a Shared Connection
      • Configuring a Private Connection
    • Initiating a Smart View Connection
  • Connecting to a Service Using Financial Reporting Web Studio
• 7 Managing EPM Cloud Users and Roles
  • About EPM Cloud User and Role Management
  • Understanding Predefined Roles
    • FreeForm and Planning
    • Financial Consolidation and Close
    • Tax Reporting
    • Profitability and Cost Management
    • Enterprise Profitability and Cost Management
    • Account Reconciliation
    • Oracle Enterprise Data Management
    • Narrative Reporting
  • Domain-Level Administrator Roles
  • Managing Users
    • Creating Users
      • Creating Users Using My Services (Classic)
      • Creating Users: Oracle Cloud Console (IAM)
      • Creating Users: Application Environment Management
    • Modifying Users
    • Deleting Users
  • Assigning Roles to Users
    • Assigning Roles Using My Services (Classic)
    • Assigning Roles Using Oracle Cloud Console (IAM)
    • Unassign Roles
  • Using Identity Cloud Service Groups to Assign Predefined Roles to Users in Oracle Cloud Console (IAM) (for OCI (Gen2) Only)
  • Using SCIM to Synchronize Users and Groups on Oracle Identity Cloud (for OCI (Gen2) Only)
    • Synchronizing Users and Groups Between Two Different IDCS Identity Domains
      • Synchronization Steps for All Users and Groups in Oracle Cloud Console (IAM)
        • Steps to Complete in the Source Identity Domain in Oracle Cloud Console (IAM)
        • Steps to Complete in the Target Identity Domain in Oracle Cloud Console (IAM)
        • Synchronizing All Users and Groups in Oracle Cloud Console (IAM)
      • Synchronization Steps for Specific Users and Groups in Oracle Cloud Console (IAM)
        • Steps to Complete in the Target Identity Domain in Oracle Cloud Console (IAM)
        • Steps to Complete in the Source Identity Domain in Oracle Cloud Console (IAM)
        • Synchronizing Specific Users and Groups in Oracle Cloud Console (IAM)
    • Synchronizing Users and Groups from Microsoft Entra ID to Oracle Cloud Console (IAM)
  • Creating Groups for Application-Level Role Assignment
  • Email Notifications
  • Setting Password Policies
  • Resetting User Password
    • Resetting User Password Using My Services (Classic)
    • Resetting User Password Using Oracle Cloud Console (IAM)
  • Default Oracle SFTP User Accounts (for Classic EPM Cloud Only)
  • Audit and User Reports in Identity Cloud Service (OCI (Gen2))
    • Accessing Audit and User Reports in Oracle Cloud Console (IAM)
    • Accessing Audit and User Reports Using Identity Cloud Service REST APIs
• 8 Securing EPM Cloud
  • Configuring Single Sign-On
    • Configuring SSO with OCI EPM Cloud Using Microsoft Entra ID as the Identity Provider
      • Steps to Complete in Microsoft Entra ID
      • Steps to Complete in Oracle Cloud Console (IAM)
    • Setting up Single Sign-on Using Oracle Identity Cloud Service as an Identity Provider (for Classic EPM Cloud Only)
    • Configuring Single Sign-On Between EPM Cloud and Oracle Cloud
    • Configuring Multiple Identity Providers for a Domain in Oracle Cloud Console (IAM) (for OCI (Gen2) only)
  • Customizing Logout URL for SSO-Enabled OCI (Gen2) Environments
  • Managing User Credentials in SSO-Enabled EPM Cloud Environments
  • Making Smart View (Mac and Browser) Work after Enabling SSO
  • Setting up Secure Access
  • Setting up Network Perimeter for OCI (Gen2) EPM Cloud
  • Restricting Access to OCI (Gen2)Environments Using Sign-On Policies
  • Ensuring Task Manager Displays Oracle Cloud ERP Tasks
  • Accessing Compliance Reports
  • Finding EPM Cloud IP Addresses
  • Relocating an EPM Cloud Environment to a Different Identity Domain
    • Supported Relocation Scenarios
    • Considerations
    • Preparing to Relocate an Environment
      • Create Backup of the Environment
      • Exporting Users and Roles from the Current Identity Domain
    • Scheduling the Daily Maintenance Process
    • Completing Relocation Tasks in Oracle Fusion Cloud EPM
    • Importing Users into the Target Identity Domain and Assigning Roles
    • Importing Maintenance Snapshot into the Relocated Environment
    • Emailing Access Details
  • Managing Navigation Flows
  • Understanding EPM Cloud Security Compliance Features
    • Transport Layer Security (TLS) 1.2 for Communication
    • Periodic TLS Certificate Renewal
    • Data Encryption Using Transparent Data Encryption
    • Data Encryption Using OCI Block Volume Encryption
    • Encryption Keys Stored in FIPS 140-2 Compliant HSM for OCI (Gen2) Environments
    • Password Encryption for Secure EPM Automate Access
    • Secure Storage of User Credentials
    • Data Masking in Snapshots
    • Data Isolation
    • Externalized Authentication (Single Sign-On)
    • Synchronize Users and Groups Using SCIM
    • Use of APIs and Commands to Manage Access to EPM Cloud
    • Use of OAuth 2 Tokens for REST APIs, EPM Automate, and EPM Integration Agent (for OCI (Gen2) only)
    • Multiple Password Policies
    • API Gateway Support for REST APIs and EPM Automate
    • Role-Based Access Control For End Users
    • Virus Scan on Uploaded Files in OCI (Gen2) Environments
    • Network Restricted Access
    • Air-Gapped Backup in a Secondary Region
    • Setup IP AllowList for Connections from EPM Cloud
    • Deactivate Access to OCI (Gen 2) Environments
    • Sign-On Policies to Restrict Access to OCI (Gen 2) Environments
    • Maximum Session Duration in OCI (Gen2) Environments
    • Idle Session Timeout
    • Protection Using Web Application Firewall (WAF) in OCI (Gen 2) Environments
    • Compliance with Oracle Global Trade Policy
    • Secure HTTP Headers in OCI (Gen 2) Environments
    • DKIM Support for EPM Cloud OCI (Gen 2) Environments
    • SPF Support
    • DMARC Support for EPM Cloud OCI (Gen 2) Environments
    • Bring Your Own Key Functionality for Database Access
    • Control Manual Database Access
    • Monitor Manual Database Access
    • Restrict Data Access by Oracle
    • Access Log for Information on Each Access to the Environment
    • Audit Reports, Login Reports, and Audit Logs in EPM Cloud on OCI (Gen 2)
    • User Login Report for Security Audit
    • Activity Report to Monitor Application Performance
    • Integration with Custom SIEM Tools
    • Oracle Software Security Assurance (OSSA)
    • Oracle's Monitoring of Environments Using Realtime Dashboards and Alerts
    • Threat and Vulnerability Management
    • Secure Access to Cloud Environments by Oracle
    • Automatic Security Patching
    • Periodic Penetration Testing and Ethical Hacking to Identify and Fix Vulnerabilities
    • External Security Audits
    • Backup Data Residency and Retention on OCI (Gen 2)
    • 24X7 Support
    • EPM Cloud for the United States Government
    • EPM Cloud for the United Kingdom Government
• 9 Backing Up and Restoring an Environment Using the Maintenance Snapshot
  • Overview of the Maintenance Snapshot
    • Managing Maintenance Snapshots
    • Archival, Retention, and Retrieval of Daily Snapshots
  • About Data Size in EPM Cloud
    • What Contributes to the Data Size in an Environment?
    • What is the Maximum Allowed Data Size in an Environment?
    • How Do I Determine the Current Size of Data in an Environment?
  • For Services Other Than Narrative Reporting
    • Backing up the Maintenance Snapshot
    • Importing Snapshot to Restore Environment
  • For Narrative Reporting Only
• 10 Setting Up EPM Cloud Environments
  • Configuring EPM Cloud Appearance
  • Feature Updates to EPM Cloud
  • Managing Daily Maintenance
    • Daily Maintenance Operations
      • Unavailable Operations During Daily Maintenance
    • Setting the Maintenance Start Time for an Environment
  • Setting Content Upgrade Start Time
  • Helping Oracle Collect Diagnostic Information Using the Provide Feedback Utility
    • Submitting Information Using Provide Feedback
    • Disabling Feedback Notification
  • Creating a Custom Description for an Environment
  • Using Vanity URLs
  • Understanding Encryption Levels
  • Changing Idle Session Timeout Settings
  • EPM Cloud Sender Email Address
  • Configuring SPF Record for Oracle Fusion Cloud EPM Email Verification
  • DKIM Support for EPM Cloud OCI (Gen 2) Environments
  • Retrieving Data After Service Termination
• 11 Integrating EPM Cloud with Oracle Guided Learning
  • Enabling Context-Based Activation of OGL Guides in EPM Cloud
• 12 Monitoring EPM Cloud
  • Using the Activity Report
  • Activity Report Contents
    • Information About Your Environment
    • User Information
    • Interface Usage and Response Data
    • Operational Metrics
    • Jobs in the Last Hour
    • Application Size
      • Application Artifacts
    • Essbase Statistics
      • Essbase Metric
      • Essbase Runtime Data
      • Essbase Design Metrics and Statistics
      • Outline Warnings
    • Calculation Script Statistics
    • Manual Database Access Information
    • Manual Essbase Access Information
    • Business Rules Information
    • Application Design and Runtime Information
    • Account Reconciliation Metrics
      • Account Reconciliation Execution Statistics
      • Account Reconciliation Configuration Metrics
      • Account Reconciliation Runtime Metrics
    • Enterprise Journal Runtime Metrics
    • Profitability and Cost Management Design and Runtime Metrics
    • Supplemental Data Manager Design and Runtime Metrics
    • Task Manager Design and Runtime Metrics
    • Most Recent Metadata Validation Errors and Warnings
    • Consolidation and Translation Jobs Statistics
    • Reports and Books Execution Statistics
    • CPU and Memory Usage Statistics
    • Browser,Smart View, and Excel Usage Information
  • Using Access Logs to Monitor Usage
  • Viewing and Downloading Activity Reports and Access Logs
  • Automating Activity Report and Access Log Download
  • Using the Role Assignment Report to Monitor Users
    • Using Access Control to Generate the Role Assignment Report
    • Using a Script to Automate the Process
  • Monitoring Environments Using Oracle Cloud Applications
  • Monitoring Metrics in Oracle Fusion Cloud EPM Portal
• A Frequently Asked Questions
  • Authenticating and Authorizing Access to EPM Cloud
  • Backup and Disaster Recovery
  • Maintaining EPM Cloud Environment
  • Migrating Data to EPM Cloud
  • Essbase in EPM Cloud
  • Compliance Reporting
  • Engaging Oracle Support
  • Working with Subscriptions