Enterprise Data Management: 20.12 Release Highlights

Published December 15 2020
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Introduction

2020 has been a difficult and challenging year, to say the least. But if you are looking for a sliver of good news to end the year, look no further than the new features included in the December 20.12 release of Oracle Enterprise Data Management (EDM).

Given that Oracle typically delivers a major feature drop for EDM once per quarter, December was the likely candidate, and Oracle did not disappoint. This release includes (wait for it)… 26 new features! In this blog, I’ll highlight 3 enhancements I am particularly excited about that deliver immediate benefits to clients. And believe me, it was difficult to pick only 3.

To see all the enhancements included in this release, please check out the Oracle EDM What’s New page.

Collaborators Added to Subscription Requests

Subscriptions are a fantastic feature in EDM, and essential to synchronizing master data changes across applications based on specific conditions, filters, and actions. While EDM allows multiple Alternate Assignees to be assigned to a subscription, a single user must be assigned as the Default Assignee (well not exactly true but hold that thought).

  • For those not familiar with alternate assignees, this allows the default assignee to set their Out of Office flag in User Preferences, and EDM will assign the subscription request to an alternate assignee in a round-robin fashion.

This new feature expands on the alternate assignee’s concept and allows you to automatically add those people as collaborators on the subscription request. If the subscription has Auto-Submit disabled, it will remain in Draft status, and now both the default and alternate assignees may jointly collaborate and edit the request, without the default assignee needing to manually add the collaborators. Pretty cool!

This new option is available on the General tab of the Subscription configuration screen:

  • To finish that earlier thought, here’s a tip! You now can leave the Default Assignee blank and only use Alternate Assignees. This will be useful for situations where a work team consistently and jointly works on all requests without requiring one “owner”. The round-robin method will be used to determine the subscription request assignee.

Calculated Parent for Nodes in Hierarchy Viewpoints

This feature is pretty big, folks. But it’s important to understand the context of how it works. This feature allows the parent node to be calculated with an expression. This becomes a powerful tool to “automate” parent node determination. Plus, it nicely complements the Core.Name transformations available in a Node Type Converter.

Important to keep in mind:

  • This feature is available on the Parent property in the Properties screen (it is NOT managed in a Node Type Converter)
  • The expression can be set at the Application or Node Type levels
  • The expression must identify an existing parent node (it will not create a new parent node)
  • The tag <Unknown> can be used in a request file to trigger the Calculated Parent expression

Here is a screenshot of the new feature:

This feature will be powerful, especially when subscribing changes from a List viewpoint to a Hierarchy viewpoint. And utilizing the <Unknown> tag in request files opens up interesting possibilities to make request submissions “smarter”.

 Extracts

For anyone waiting for the ability to customize exports with EDM, the wait is over! The export mechanism still exists and remains the primary mechanism for integration to target systems. But as an alternative option, Extracts are now available.

In a nutshell, Extracts allow you to customize the output from EDM in a variety of ways and deliver that output to a file for consumption by downstream processes. Extracts are created at the dimension level inside an EDM application and are viewpoint-based (viewpoint can be bound or unbound).

When defining an Extract, you can:

  • Define the default filename and connection (why yes, you can now publish extracts to Oracle Cloud Storage connections!)
  • Select which columns are included (and add Constants)
  • Define expression filters, delimiters, and other formatting options (kind of reminds you of DRM doesn’t it!)

See screenshots below for examples of these configuration items.

Extract Definition - General

Extract Definition - Columns

Extract Definition - Options

 

And you might be wondering – where the heck do I execute the extract? That is managed on the Applications screen with the new Run Extract option.

Honorable Mention

Before I wrap up, I have to include one honorable mention. While I’m not one to get overly excited about cosmetic changes to themes, I must admit the Redwood theme looks pretty darn sharp!

Summary

Well, folks, that is all for now. There are many other enhancements in EDM 20.12 worth checking out, and some will likely be covered here in future blog posts, so stay tuned. Until then, please reach out with any questions or comments, stay safe and well, and have a wonderful holiday season! See you in 2021!

 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.