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Oracle EPM and Vena tutorials, walkthroughs, and lessons from live projects. Published when there's something worth sharing. The monthly Oracle EPM update reviews have their own home at Oracle EPM Monthly Updates.

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Oracle EPM 26.10. What Matters in the October Update

The Integration Agent gets stronger credential encryption, Balance Loads replace Data Loads in Account Reconciliation, every application gets the Redwood home page, two FCC assistants arrive for AI Agent Studio, and Generative AI gets a floor: 26.08 by the end of January 2027.

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Oracle EPM 26.09. What Matters in the September Update

The EPM Automate password file switch that is now live, the predefined dashboards upgraded to 2.0 on their own, the six month limit on one off patches, three new AI assistants for the close, and the deadline calendar through 26.12.

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When an Oracle EPM go-live goes wrong: the first 30 days

Six signs a go-live is going wrong, the order that gets it steady (stabilize, fix, prove, then decide), a four step 30-day plan, what every fix should come with, and what not to do while the pressure is on.

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Oracle EPM 26.08. What Matters in the August Update

The Financial Analysis Hub for consolidation teams, the enhanced PCM agent, Task Manager for FreeForm, the Strategic Modeling redesign, and the EPM Automate password file deadline that belongs in every admin's calendar.

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Oracle EPM 26.05 to 26.07. What You Missed and What Still Matters

Three updates, about sixty features, one curated catch up: the Reporting Agent and the assistant fleet, the stricter Groovy engine, the removed IP allowlists, the OAuth 2 action, and the deadline calendar to screenshot.

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Is Your Oracle EPM AI Agent Safe? MCP Security Field Guide, Part 2

The specification is final and the responsibility is yours. Four risks rescored, one badge for the whole building, the ten question readiness check, and the question almost nobody asks: where does the data go?

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The New MCP Spec Ships July 28. What It Means for Your Oracle EPM AI Agent

The standard behind AI agents gets new rules on July 28. The handshake goes away, logins get stronger, and one security warning every finance team should hear before building a shared AI setup.

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Connecting AI to Oracle EPM Cloud. A Security Field Guide for Finance Leaders. Part 1

A practical AI security field guide for finance leaders. OAuth 2.0, MCP risks, indirect prompt injection, where data goes, AI model rankings, and what auditors will ask. fm.epm Issue 2.

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Copy Version in Oracle EPM Cloud. No Scripts, No Business Rules

A built-in feature that replicates data between Versions in seconds. Target vs Bottom Up, the 21.12 admin restriction, and three practical use cases.

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How to Set Up an AI Agent for Oracle EPM Cloud. Step by Step

5-minute setup tutorial. Install the Oracle EPM MCP server, configure Claude Desktop, and start running queries in plain English. Open source.

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How to Connect Claude AI to Oracle EPM Cloud | MCP + REST APIs

Open-source MCP server connecting Claude AI to Oracle EPM Cloud. Run business rules, export data, automate month-end close. Through natural language.

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Oracle EPM Cloud April 2026 (26.04). The Comeback Release

First update after a 5-month pause. Essbase 21c resumes, Groovy engine changes, Agentic AI REST APIs, and a full action checklist.

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Make OCI Your Own: Customize the Login Screen with Your Brand

Replace the default Oracle logo with your company's branding on the OCI login page. Quick win for go-live.

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Automating the Cloning of Production to Test with Groovy Script

Server-side EPM Automate Groovy script for environment cloning. No local machine or external scheduler required.

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OCI IAM Reports Deprecation Dec 2024: How to Generate Reports Moving Forward

IDCS reports are being deprecated. How to generate the same IAM reports using OCI Audit and Dashboard.

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Form Performance and Security Testing with simulateConcurrentUsage

Load test Oracle EPM forms with the simulateConcurrentUsage command. Practical guide with tips from testing.

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Maximizing Efficiency with Bursting Email: Consolidate and Zip Attachments

Reduce email clutter with Consolidate Attachments and Zip Attachments options in Oracle EPM Bursting.

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Use Job Scheduling Console for Data Management Jobs

Migrate existing DM integration jobs to Oracle EPM's Job Scheduling Console. Step-by-step guide.

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Oracle EPM: From Non-Hybrid to Hybrid. The Essbase Upgrade Impact

What the Essbase upgrade from non-hybrid to hybrid means for your existing Oracle EPM applications.

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Managing Smart View Access with Shared Connections in XML

Efficiently manage multiple EPM applications by configuring Smart View shared connections via a centralized XML file.

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