Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Creating and Running an EPM Center of Excellence
• 2 Overview
  • About Cloud EPM
    • Account Reconciliation
    • Enterprise Data Management
    • Financial Consolidation and Close
    • FreeForm
    • Narrative Reporting
    • Planning
    • Planning Modules
    • Profitability and Cost Management
      • About Enterprise Profitability and Cost Management
      • About Profitability and Cost Management
    • Sales Planning
    • Strategic Workforce Planning
    • Tax Reporting
  • About Oracle Enterprise Data Management Cloud
    • Features in Enterprise Data Management and Oracle Enterprise Data Management Cloud
  • Infrastructure Overview
    • Key Concepts
    • Features Available only in OCI (Gen2) Cloud EPM and Oracle Enterprise Data Management Cloud Environments
  • Information Sources
    • Oracle Cloud Help Center
    • Oracle Learning Library
    • Understanding Translation
• 3 Working with Subscriptions
  • Available Cloud EPM Subscriptions
    • Account Reconciliation
    • Enterprise Data Management
    • Financial Consolidation and Close
    • FreeForm
    • Narrative Reporting
    • Planning
    • Profitability and Cost Management
    • Tax Reporting
  • Available Oracle Enterprise Data Management Cloud Subscriptions
  • Ordering a Subscription
  • Activation Checklist
  • What if the Existing Oracle Cloud Account was Created by Someone Else?
  • Activating Cloud EPM Subscription
    • The Subscription Activation Email
    • Creating a New Cloud Account
    • Adding Subscription to an Existing Cloud Account
  • Activating Oracle Enterprise Data Management Cloud Subscription
  • Getting Started with Oracle Cloud Console
    • Enabling Multifactor Authentication
    • Accessing Oracle Cloud Console
    • Subscribing to and Replicating Regions
    • Creating a Compartment
  • Authenticating and Authorizing
    • Accessing IAM Interface
    • Adding Identity Domain Administrators
    • Creating an Identity Domain
  • Setting Up a Cloud EPM or Oracle Enterprise Data Management Cloud Environment
    • Creating an Environment
    • Deleting an Environment
    • Renaming or Relocating an Environment
    • Granting Service Administrators Access to the Oracle Cloud Console
• 4 Migrating to Cloud EPM and Oracle Enterprise Data Management Cloud
  • Migrating to Cloud EPM
    • Migration Paths for Legacy Snapshots
    • Migration Paths for EPM Standard and EPM Enterprise Subscription Snapshots
    • What Business Processes Can I Migrate to Cloud EPM?
    • Migrating Account Reconciliation Snapshots
    • Migrating Enterprise Data Management Snapshots
    • Migrating to Enterprise Profitability and Cost Management
    • Migrating Financial Consolidation and Close Snapshots
    • Migrating Planning Snapshots
    • Migrating Profitability and Cost Management Snapshots
    • Migrating Tax Reporting Snapshots
  • Migrating to Oracle Enterprise Data Management Cloud
  • About Essbase in Cloud EPM
• 5 Configuring Cloud EPM and Oracle Enterprise Data Management Cloud Environments
  • Sample URLs
  • Setting Up Browsers
    • Supported Browsers
      • Configuring Google Chrome for a Translated Version of the Service
      • Configuring Microsoft Edge
      • Configuring Firefox
      • Configuring Firefox for a Translated Version of the Service
    • Recommended Screen Resolution
  • Accessing Cloud EPM and Oracle Enterprise Data Management Cloud Environments
    • Authenticating Using User Credentials
    • Authenticating Using Single Sign-On Credentials
    • Changing Your Password
  • Exploring the User Experience
  • Overview of Creating a Business Process
    • Creating a Business Process from EPM Standard Landing Page
    • Creating a Business Process from EPM Enterprise Landing Page
  • Switching to a Different Cloud EPM Business Process
  • Transitioning from Enterprise Data Management Business Process to Oracle Enterprise Data Management Cloud
  • Joining Oracle Cloud Customer Connect
  • Turning on Accessibility Mode
• 6 Working with Clients and Tools
  • Available Clients and Utilities
  • Smart View Prerequisites
  • Cloud EPM Business Processes Using Smart View and Calculation Manager
  • Downloading and Installing Clients
  • Accessing a Business Process Using Smart View
    • Connection Types
    • URL Syntax for Smart View Connections
    • Configuring Connections in Smart View
      • Configuring a Shared Connection
      • Configuring a Private Connection
    • Initiating a Smart View Connection
  • Connecting to a Business Process Using Financial Reporting Web Studio
• 7 Managing Users and Roles
  • About User and Role Management
  • Understanding Predefined Roles
    • Account Reconciliation
    • Enterprise Profitability and Cost Management
    • Financial Consolidation and Close
    • FreeForm and Planning
    • Profitability and Cost Management
    • Oracle Enterprise Data Management
    • Narrative Reporting
    • Tax Reporting
  • Domain-Level Administrator Roles
  • Managing Users
    • Creating User
    • Creating IDCS Groups
    • Updating User
    • Deleting Users
  • Creating Policies for Users and Groups
  • Assigning Roles to Users
    • Assigning Roles
    • Using IDCS Groups to Assign Predefined Roles to Users
    • Unassign Roles
  • Using SCIM to Synchronize Users and Groups on Oracle Identity Cloud
    • Synchronizing Users and Groups Between Two Identity Domains
      • Synchronization Steps for All Users and Groups in IAM Interface
        • Steps to Complete in the Source Identity Domain in IAM Interface
        • Steps to Complete in the Target Identity Domain in IAM Interface
        • Synchronizing All Users and Groups in IAM Interface
      • Synchronization Steps for Specific Users and Groups in IAM Interface
        • Steps to Complete in the Target Identity Domain in IAM Interface
        • Steps to Complete in the Source Identity Domain in IAM Interface
        • Synchronizing Specific Users and Groups in IAM Interface
    • Synchronizing Users and Groups from Microsoft Entra ID to IAM
  • Creating Groups for Application-Level Role Assignment
  • Email Notifications
  • Setting Password Policies
  • Resetting User Password
  • Audit and User Reports
    • Accessing Audit and User Reports in Oracle Cloud Console
    • Accessing Audit and User Reports Using Identity Cloud Service REST APIs
  • Accessing Usage Reports
• 8 Configuring Security Settings
  • Configuring Single Sign-On
    • Configuring Microsoft Entra ID for SSO
      • Steps to Complete in Microsoft Entra ID
      • Steps to Complete in Oracle Cloud Console
    • Configuring Multiple Identity Providers for a Domain in Oracle Cloud Console
  • Customizing Logout URL for SSO-Enabled Cloud EPM and Oracle Enterprise Data Management Cloud Environments
  • Managing User Credentials for SSO-Enabled Cloud EPM and Oracle Enterprise Data Management Cloud Environments
  • Making Smart View (Mac and Browser) Work after Enabling SSO
  • Setting up Secure Access for Cloud EPM and Oracle Enterprise Data Management Cloud
  • Setting up Network Perimeter
  • Restricting Access to Cloud EPM and Oracle Enterprise Data Management Cloud Environments Using Sign-On Policies
  • Ensuring Task Manager Displays Oracle Cloud ERP Tasks
  • Accessing Compliance Reports
  • Determining the IP Address of Cloud EPM and Oracle Enterprise Data Management Cloud Environments
  • Managing Navigation Flows
  • Understanding Security Compliance Features
    • Transport Layer Security (TLS) 1.3 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
    • 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
    • Use of OAuth 2 Tokens for REST APIs, EPM Automate, and EPM Integration Agent
    • Multiple Password Policies
    • API Gateway Support for REST APIs and EPM Automate
    • Role-Based Access Control For End Users
    • Virus Scan on Uploaded Files
    • Block Upload of Files with Invalid File Extensions
    • Network Restricted Access
    • Air-Gapped Backup in a Secondary Region
    • Setup IP AllowList for Connections
    • Deactivate Access to Environments
    • Sign-On Policies to Restrict Access to Environments
    • Maximum Session Duration
    • Idle Session Timeout
    • Protection Using Web Application Firewall (WAF)
    • Compliance with Oracle Global Trade Policy
    • Secure HTTP Headers
    • DKIM Support
    • SPF Support
    • DMARC Support
    • 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
    • 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
    • 24X7 Support
    • Security Policies for the United States Government
    • Security Policies 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
  • Data Size in an Environment
    • 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 Cloud EPM and Oracle Enterprise Data Management Cloud Environments
  • Configuring Appearance
  • Understanding Feature Updates
  • Managing Daily Maintenance
    • Daily Maintenance Operations
    • Setting the Maintenance Start Time for an Environment
  • Scheduling Content Update 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
  • Sender Email Address
  • Configuring SPF Record for Email Verification
  • DKIM Support
  • Retrieving Data After Service Termination
• 11 Integrating Cloud EPM and Oracle Enterprise Data Management Cloud with Oracle Guided Learning
  • Enabling Context-Based Activation of OGL Guides in Cloud EPM
• 12 Monitoring the Cloud EPM and Oracle Enterprise Data Management Cloud Environments
  • 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
    • Usage - EPM Automate
  • 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 Console
  • Monitoring Metrics
  • Managing and Viewing Announcements
• A Frequently Asked Questions
  • Authenticating and Authorizing Access to Environments
  • Working with Subscriptions
  • Compliance Reporting
  • Backup and Disaster Recovery
  • Migrating Data to Environments
  • Maintaining Environments
  • Monitoring the Environments
  • Engaging Oracle Support