Oracle® Hyperion Performance Scorecard

Readme

Release 11.1.2.2.000


Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Authors: EPM Information Development Team

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Table of Contents:

Purpose

New Features

Installation Information

Supported Platforms

Supported Languages

Supported Paths to this Release

Defects Fixed in this Release

Known Issues

Tips and Troubleshooting

Documentation Updates

Accessibility Considerations

Purpose

This document includes important, late-breaking information about this release of Oracle Hyperion Performance Scorecard. Review this Readme thoroughly before installing Hyperion Performance Scorecard.

New Features

Release 11.1.2.1.000 New Features

For new features relating to installation, architecture, and deployment changes in this release, see "New Features" in the Oracle Hyperion Enterprise Performance Management System Installation Readme.

Release 11.1.2.0.000 New Features

Resetting Overwrite Properties for Measure Template

By default, changes you make to measure templates are applied to the dimensional measures they generate. You can however, edit those dimensional measures individually to overwrite the properties defined in the measure template. You can revert this back to the original measure template settings, such as assigned employees, frequencies, period-to-date functions by using the Reset Overwrite Properties option. This removes all those overwrite that were made on individual dimensional measures. For more information, see Chapter 7 of the Oracle Hyperion Performance Scorecard User Guide.

Editing External Data Sources

In previous releases if you promoted an Essbase database you had to edit the HPS_EXTERNAL_DATASOURCE database table on the target server to reference the correct Essbase application and database in the target environment. You can now perform this correction using the administration function in the application by modifying the external data source connection. You can also, in some conditions, modify Essbase databases and applications by editing the connection. For more information, see Chapters 4 and 5 of the Oracle Hyperion Performance Scorecard Administrator's Guide.

Translation Support

This release supports non-English languages. The list of supported languages for all EPM System products is included in the Oracle Hyperion Enterprise Performance Management System Certification Matrix, posted at http://www.oracle.com/technology/products/bi/hyperion-supported-platforms.html.

Installation Information

Late-breaking information about installation of Oracle Enterprise Performance Management System products is provided in the Oracle Enterprise Performance Management System Installation and Configuration Readme. Review this information thoroughly before installing EPM System products.

Supported Platforms

Information about system requirements and supported platforms for EPM System products is available in a spreadsheet format in the Oracle Enterprise Performance Management System Certification Matrix. Oracle Hyperion Enterprise Performance Management System Certification Matrix, posted at http://www.oracle.com/technology/products/bi/hyperion-supported-platforms.html.

Supported Languages

Information about supported languages for EPM System products is available in a spreadsheet format on the Translation Support tab in the Oracle Enterprise Performance Management System Certification Matrix. Oracle Hyperion Enterprise Performance Management System Certification Matrix, posted at http://www.oracle.com/technology/products/bi/hyperion-supported-platforms.html.

Supported Paths to this Release

You can upgrade to EPM System Release 11.1.2.2 from the following releases:

Note: For instructions to upgrade, see the Oracle Enterprise Performance Management System Installation and Configuration Guide, "Upgrading EPM System Products."

Table 1. Table

Release Upgrade Path FromTo

11.1.2.x

11.1.2.2

Note that when moving from Release 11.1.2.0.x or 11.1.2.1.x to Release 11.1.2.2, you use the "Apply Maintenance Release" option in Oracle Hyperion Enterprise Performance Management System Installer, instead of following the documented upgrade procedures. For Financial Close Management, applying the maintenance release is supported only from Release 11.1.2.1.000

11.1.1.3.x

11.1.2.2

11.1.1.4.x

11.1.2.2

9.3.3.x

Note: If you were using Oracle Hyperion EPM Architect Release 9.3.1, you can download the Oracle Hyperion Shared Services release 9.3.3 from My Oracle Support.

11.1.2.2

A release earlier than Release 9.3.3.x

If you are upgrading from a release earlier than 9.3.3.x, you must first upgrade to a supported release and then upgrade to release 11.1.2.2. For upgrade procedures for the earlier release, see the product installation guides for the interim release that you are upgrading to.

An environment that includes multiple releases, which can include an environment with one instance of Shared Services or an environment with two instances of Shared Services

See "Upgrading from an Environment with Multiple Releases" in the "Upgrading EPM System Products" chapter in the Oracle Enterprise Performance Management System Installation and Configuration Guide.

Note: If you are starting from Release 9.2.0.3+, 9.3.0.x, 9.3.1.x (except for Oracle Essbase 9.3.1.4.1, 9.3.1.5, 9.3.1.6, and 9.3.1.7), or 11.1.1.x, Oracle recommends that you upgrade to Release 11.1.1.3 as your interim release. If you are starting from an earlier release, Oracle recommends that you upgrade to the highest level release that directly supports upgrade from your starting release. Security Synchronization between Essbase and Shared Services was removed in Essbase Release 9.3, starting with Release 9.3.1.4.1. Essbase and Oracle Hyperion Shared Services Release 11.1.1.3, however, still synchronize security information. For this reason, if you are using Oracle Essbase Release 9.3.1.4.1, 9.3.1.5, 9.3.1.6, or 9.3.1.7, you must first upgrade all products to Release 9.3.3, instead of Release 11.1.1.3.

Defects Fixed in this Release

If you are coming from Release 11.1.2.0 or 11.1.2.1, use the Defects Fixed Finder tool to review the list of defects fixed between those releases and Release 11.1.2.2. This tool is available here:

https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1292603.1

  • 12957978 - The envelop icon for notes associated with scorecards appear open when they should be closed. Problem in displaying envelop icon for unread notes.

  • 12944472 - Problem occurs when you enter a null value in the First Name, and try to create an employee. You must run Synchronize User Accounts with Employees to create the actual employee.

  • 12918142 - Cannot change date on the lower half of Scorecard Report when using Composite Mode.

  • 12907883 - Updating values on Result and Target Tab when using Scorecard Report in Composite Mode does not automatically refresh the Scorecard Trending display.

  • 12855936 - Problem when performing employee responsibility transfer.

  • 12848306 - When performing the Native ETL options, you may find inconsistent results in the formula score.

  • 12816572 - Problem in displaying Trending Table when using French locale.

  • 12796805 - Problem in displaying apostrophe on notes.

  • 12791636 - Unable to generate the Star Schema Cube Generation successfully using the GenerateCube.sh for Linux or GeneratCube.bat for Windows.

  • 12791365 - The Formula evaluation result dialog displays null value, when a null value is divided by null.

  • 12637308 - In Internet Explorer 9, the Pallet indicators are now working.

  • 12422218 - From an accountability map element, you can suppress the lower indicators. A new preference check box has been added to the Scorecard and Measure tab, which allows you to display the lowest descendant score indicator. By default, the indicator is displayed. Select the check box to hide the indicator if it's necessary.

  • 12353324 - You are now able to run a Star Schema Cube Generation where the Enterprise Information Systems (EIS) and Essbase server are on a separate host.

  • 9980323 - You can display all dimensions and levels, by selecting the matching dimensions option.

  • 12422173 - Unable to export all the TARGET FORMULA values.

  • 9564441 - If you use the MFC behavior in the Import Export Utility to delete the template, the dimensional measures of the template are not deleted. This orphaned measures cause problem on the Results Collection page. As a workaround, do not delete measure template using import export utility but use the web application to do it.

  • 13117151 - The Notes Author name will be displayed as <login_id>@<Authentication_Provider> when the login is not associated with an employee. Example: When 'user1' logs into HPS using an 'MSAD' authentication provider who is not associated with an employee and creates a note, the notes author will display as user1@MSAD

  • 11829078 - Unable to run Star Schema Generation successfully due to various data exceptions.

  • 10151223 - Deleting the copied link from an object erroneously deletes the original object's initiative.

  • 10131124 - New attachments uploaded to an initiative erroneously remove the initiative data.

  • 9715263 - Deleting an initiative from accountability or strategy element deletes copy.

  • 9669288 - Scorecard tab - column widths very difficult to maintain on a measure display.

  • 9544158 - Issue with HPS when browser language is set to Spanish Chile (es).

  • 9496802 - Improve column adjusting performance.

  • 10084058 - Alerter server has problem in handling Essbase External datasource.

  • 10084033 - HPS Alerter always authenticates to SMTP server although configured not to authenticate.

  • 10045197 - Alerts that are using measure collection date condition are not triggered correctly.

  • 10013208 - Problem in persisting Target Collection Extension value.

  • 9954520 - Changing view on strategic maps results in green border around object.

  • 9954419 - Problem in persisting Reporting Period in Scorecard Configuration.

  • 9954387 - Problem in changing report date for scorecard trending table when it is opened in new window.

  • 9954355 - Native ETL: Unable to import mdata using Key column as identifier.

  • 9946436 - Unable to delete Linked Map Element.

  • 9873569 - Column headers on Scorecard Trending Table are misaligned.

  • 9866120 - Measure Trending Table export to Microsoft Excel produces text values instead of numerical values.

  • 9804755 - Initiative owners, members, and notify do not save properly when multiple employees are selected.

  • 9781787 - Intermittently, Measure Performance Report grouped by perspective is not showing all measures.

  • 9778910 - First time display of a Map does not fill the right content pane due to automatic resizing failure.

  • 9778536 - Browser/Object view pane does not resize properly.

  • 9778266 - Apply to leaves should not be default on measure template setup.

  • 9724238 - HPS User Interface becomes unresponsive after adding scorecard to employee scorecard due to circular reference.

  • 9708103 - Order of measures in scorecard tab does not reflect their order on scorecard setup.

  • 10283739 - Row misalignment on Measure Trending Table if Measure Name is long.

  • 10252024 - Employee - Manager unique constraint problem during promotion when using Oracle database as HPS Repository.

  • 10209563 - Row and column misalignments on Scorecard Trending Table.

  • 10199612 - Deleting Strategy Tree Map Element causes problem for Strategy Map.

  • 10177616 - Unable to delete Strategy Tree Map Element from Strategy Map on the Navigation Tree.

  • 10173077 - Date headers on Scorecard Trending Table do not follow data cell column width.

  • 10165548 - Add result formula to measure general tab.

  • 10153441 - Alerter message $$object_type$$ text substitution does not work.

  • 10134116 - Newly created measure initiatives are not displayed under initiatives.

  • 10131331 - Navigation tree issue - user unable to access some dimensional measures.

  • 10107571 - Search in browser view in HPS does not search certain special characters.

  • 10104402 - Navigation Tree issue related to Initiative security.

  • 10012825 - Unable to automatically carry over overridden result inputted in previous period.

  • 9959031 - Introduce drill-down preference setting to specify either formula-based or dimensional structure-based.

  • 9860701 - Introduce text tooltip for score% header on scorecard.

  • 9852838 - Introduce the ability to define the day of month for scorecard.

  • 11823347 - Orphan measures created after copy measure template.

  • 11741982 - When you open the External Datasource page on a non-English locale, you may receive an Essbase connection failure error.

  • 11689666 - Export mdata is not consistently exporting all of the entered results.

  • 11677181 - Domain filter works incorrectly when exporting scorecard performance report to Excel.

  • 11671248 - Measure can be modified although restricted in security setting. A user who does not have Measure Edit task permission was able to edit the measure by clicking the measure on left navigation tree in Object view.

  • 11076112 - Alert message was not re-sent based on the specified setting.

  • 10622815 - Frequencies lost when editing indicators.

  • 10399053 - Format of Excel report comes across incorrect.

  • 10387069 - Employee set up - saving and synchronize process needs to be optimized.

  • 10373847 - Start up should not be declared complete if data loading fails.

  • 10363162 - Problem occurs when deleting initiative from initiative status reports.

  • 10355576 - Scorecard performance report has no scorecard name.

  • 10272842 - End user should not be able to delete public alert owned by others.

  • 12693017 - Ability to view scorecard and associated measure in split screen view.

  • 12693017 - Ability to view scorecard and associated measure in split screen view.

  • 12760901 -When opening a measure from a scorecard, it does not open consistently in the split screen view and will open in a new window.

  • 12796805 - Problem in displaying apostrophe on notes.

  • 12816572 - Problem in displaying Trending Table when using French locale.

  • 12855936 - Problem when performing employee responsibility transfer.

  • 12907883 - Updating values on Result and Target Tab when using Scorecard Report in Composite Mode does not automatically refresh the Scorecard Trending display.

  • 12918142 - Cannot change date on the lower half of Scorecard Report when using Composite Mode.

  • 9954362 - "Group by Domain" does not work properly if the top level hierarchy is not assigned to the domain that the user has access to.

  • 12385291 - In Browser View, the dimensional measures assigned to domain are not grouping properly.

  • 12422173 - The export option for Measure Target Formula (MTF) does not export measure template target formula values. As resolution, introduce new behavior "Measure Template Target Formula (MTTF)" for exporting or importing measure template target formulas.

  • 12637197 - Produce a better exception output in the case of failure in exporting measure using Native ETL.

Known Issues

The following are the noteworthy known issues of this release:

  • 6956515 - You cannot use Hebrew characters in dimension names. Doing so will prevent you from generating the star scheme used to create Essbase databases.

  • 7650524 - Users assigned to groups in Oracle Hyperion Shared Services may not receive email alerts as expected. As a workaround, do not provision user indirectly via group.

  • 7171918 - You cannot use the equal operation in formulas that you define for performance indicator ranges that assess measure templates.

  • 12595366 - Issue exporting the Strategy map report to excel.

  • 10399027 - Due to the preferences setting changes, you are unable to perform Export Measure Performance options.

  • 9665927 - On the Navigation Tree, if you drag the map element to left selection pane, then the Map Element are removed from Strategy Map tree.

  • 11804670 - Unable to add Performance Scorecard content to WORKSPACE.

  • 9073159 - Unable to search the artifacts within the Model Security and Application Model.

Tips and Troubleshooting

  • To apply custom security roles created in Performance Scorecard to a large number of users in Shared Services, create the users in Shared Services and then select the Synchronize with Shared Services option in Performance Scorecard to automatically assign security roles and employee records to the users.

  • To deploy the Alerter to a Web application server cluster, use a single instance of Alerter to avoid repeated and unwanted e-mail notifications.

  • Do not use restricted names or characters when naming databases, dimensions, members, aliases, or dimension measure templates. For a list of illegal names and characters, see the Oracle Hyperion Performance Scorecard, Fusion Edition Release 11.1.2.0.00 Administrator's Guide.

  • Back up all attachments for initiatives, employee profiles, and notes, in addition to status symbols before uninstalling or updating your application server. See the Oracle Hyperion Performance Scorecard, Fusion Edition Release 11.1.2.0.00 Administrator's Guide.

  • Specify an application framework before creating Strategy Trees, Accountability maps, and Cause and Effect maps since this determines the default map element hierarchy and ordering.

  • Do not delete a performance indicator to which measure or scorecard ranges are attached.

  • Avoid having multiple browser sessions open simultaneously on the same computer.

  • Exit all pages by clicking Save to avoid losing data.

Documentation Updates

Accessing EPM System Product Documentation

The most recent version of each EPM System product guide is available for downloading or viewing from the EPM System Documentation area of the OTN Web site (http://www.oracle.com/technology/documentation/epm.html). You can also use the EPM System Documentation Portal (http://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.html), which also links to EPM Supported Platform Matrices, My Oracle Support, and other information resources.

Deployment-related documentation is also available from the Oracle Software Delivery Cloud Web site (http://edelivery.oracle.com/EPD/WelcomePage/get_form).

Individual product guides are available for download on the Oracle Technology Network Web site only.

Copying and Pasting Code Snippets from PDFs

When you cut and paste code snippets from a PDF file, some characters can be lost during the paste operation, making the code snippet invalid. Workaround: Cut and paste from the HTML version of the document.

Accessibility Considerations

It is our goal to make Oracle products, services, and supporting documentation accessible to the disabled community.Familyproducts support accessibility features, which are described in the product's Accessibility Guide. The most up-to-date version of this guide can be found in the Oracle Enterprise Performance Management System Documentation Library on the Oracle Technology Network (http://www.oracle.com/technology/documentation/epm.html).

In addition, this Readme file is accessible in HTML format.