Enterprise Data Management - 20.05 Release Highlights

Published June 17 2020 by Kevin Black
Back to insights

Introduction

For a while now, the Oracle Enterprise Data Management (EDM) product team has reached a nice cadence of delivering major functionality updates about 1x/quarter, while the other two months focus on minor updates and bug fixes. Well, I’m happy to say the 20.05 (May 2020) release was one of those BIG months for new features!

If you go to the Oracle Cloud site for the “What’s New” details in the EDM 20.05 release, you will find no less than 20 new features listed! I haven’t seen that much goodness in one place since my last Thanksgiving feast.

While I won’t go in-depth on all 20 features (you’re welcome), I did want to highlight a few I found particularly interesting and immediately applicable to current projects. These are grouped into 3 categories: Collaboration, Configuration, and Branding.

Collaboration

In this area, three features immediately caught my attention:

  • Collaborate with Users on Requests in Submit Stage
  • Concurrent Editing of Requests
  • User Mentions in Request Comments

For a while now, when working with a request, you have been able to Assign a request to a colleague. This essentially passes the baton to the other person who now owns the request and can continue working on it. When finished, this person could submit the request or assign it to someone else. But only one person could work on the request at a time.

Well boy howdy, look what we have here! Under the Actions menu, you will see a new Collaborate option:

Select one or more collaborators, and they will be invited to join the party and work on the request with you REAL-TIME.

What kind of sorcery is this, you might ask? You still own the request, and only you can submit the request (unless you assign it to someone else), but now others can collaborate and jointly update the request alongside you. This certainly is a nice collaboration feature in these uncertain times when we are all working remotely in our PJ’s, don’t you think?

With the new concurrent editing functionality, EDM will preserve the integrity of the hierarchies and manage conflicting updates to ensure you do not step on each other’s changes. You will even be alerted when other users make changes.

Finally, with the user mentions enhancement, when you add a comment to a request and type the “@” sign, EDM will prompt you to select a user. Pick a person, finish your comment, and click Save, and the user will be immediately notified (via email).

What is cool is that the notification occurs immediately when the comment is saved. You don’t even have to submit the request. Can you say, “real-time”? I guess I just did.

Configuration

Two features caught my eye here:

  • Data Type Parameter Overrides for Name and Description Properties
  • Default and Alternate Assignees for Subscriptions

The data type parameter overrides enhancement was particularly timely for a current customer I am working with. They had a requirement to define unique parameters (case, invalid characters, min/max length) at not just the application level, but even the node type level in some cases. This feature not only makes it possible, but I can do this directly from the Properties screen, and I don’t have to go through the application registration process again.

Next, the alternate assignees on a subscription is a nice addition. While a subscription must still have a default assignee, you can now add one or more alternate assignees. And the alternate assignees can be a user or a group. Huzzah!

How does EDM decide when to use an alternate? It references a related 20.05 enhancement: User Preferences (accessible by clicking the down arrow next to your name in the upper right corner). Now each EDM user can set their out of office status along with other profile details (note to self: remember to upload a profile image; my 7th-grade yearbook photo should work well).

If the default assignee of a subscription is out of the office, EDM will cycle through the alternate assignees and assign the subscription request to the next available assignee. If that person is out of the office or has already been used an alternate, EDM will search for the next available alternate in a round-robin manner until each alternate has been assigned a subscription request one time. When groups are used as the alternate assignee, EDM will cycle through members of that group in a similar fashion.

Branding

Finally, the Custom Branding, Appearance Options, and Default Theme feature is available. This essentially delivers the new “look and feel” the other Oracle EPM Cloud products received in April. The colors, icons, and labels all received a serious make-over!

From the Appearance card, you can now upload your company logo, set a custom background image, and choose a theme (available choices are Dark Blue and Sky Blue). My personal favorite, Fuchsia Bubble Gum Birthday Cake, sadly did not make the cut.

On a serious note, well as serious as I ever get with these blogs, I really like the theme option because now you can consistently set your Test environments to one theme and your Production environments to the other. Which is a great visual reminder as to which EDM environment you are working in.

Bonus Item – Resizable Property Pane

I’d be remiss if I didn’t mention another usability enhancement I really like. You can now re-size the property pane. Click and drag the vertical divider left or right to give yourself more room. This is very helpful when you have multiple properties displayed as columns in your main hierarchy window. And like before, you can still completely collapse the property pane to get a full-screen effect.

Summary

That is all for now. I hope you find these highlights of EDM 20.05 helpful and don’t forget to check out the complete set of new features here.

There is so much happening with EDM right now, so stay tuned for more blogs and webinars. Until next time, stay healthy and safe, and please reach out if you have questions or comments!

For comments, questions, or suggestions for future topics, please reach out to us at infosolutions@alithya.com Visit our blog regularly for new posts about Cloud updates and other Oracle Cloud Services such as Planning and Budgeting, Financial Consolidation, Account Reconciliation, and Enterprise Data Management.  Follow Alithya on social media for the latest information about EPM, ERP, and Analytics solutions to meet your business needs.

Contact us