Table of Contents:
This document includes important, late-breaking information about this release of Oracle's Hyperion Strategic Finance. Review this Readme thoroughly before installing Hyperion Strategic Finance.
In this release, Hyperion Strategic Finance contains the following new features:
Smart View is the primary user interface for Strategic Finance.
Most native Strategic Finance functionality will be available within Smart View interface.
Integration of Strategic Finance features within Smart View MS Office Ribbons.
Re-designed modeling dialogs within New Smart View user interface.
New Strategic Planning connection within Smart View Connections Manager and Private Connections directly to Strategic Finance database.
Creation of free style reports using native Excel capabilities.
Data entry and standard reports is rendered within Smart View.
New Java mid-tier server for Strategic Finance.
New native 64-bit server support for Strategic Finance.
Offline modeling for multiple entities using full featured local server.
Most native client features will be available within Smart View Excel.
Note: The Hyperion Strategic Finance desktop client will not support the following: Goal Seek, Tax/Valuation options, Currency Translator, Worksheet settings, Standard reports, and Freestyle reports. Additionally, the following features are not available in Smart View: ECM, ACM, maps and batches, and local consolidation.
After upgrading to this release, you can update stored references to the Oracle Hyperion Planning, Fusion Edition, Oracle Hyperion Financial Management, Fusion Edition, or Oracle's Hyperion Enterprise servers in the maps and batches that you may use to import or export data. You can also perform a bulk update of Oracle Hyperion Essbase server names as part of the upgrade.
The Debt Scheduler now optionally supports the calculation of interest on a 360-day basis, as well as on a 365-day basis.
Entity Change Manager now optionally allows you to calculate an entity after applying a metadata change.
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.
Late-breaking information about installation of EPM System products is provided in the Oracle Enterprise Performance Management System Installation and Configuration Readme. Review this information thoroughly before installing EPM System products.
If you are upgrading to Strategic Finance Release 18.104.22.168 from any previous release, you must run a conversion utility to convert your Strategic Finance entity files to 22.214.171.124. Patches containing this utility will be provided for all supported prior releases. This conversion will convert Entities, archives, translation files. For additional information, see the Enterprise Performance Management System Release 126.96.36.199 Installation and Configuration Guide.
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.
Strategic Finance 188.8.131.52.000 supports these platforms:
Microsoft Windows 2003, SP2, and R2
Microsoft Windows 2008 SP2 and R2
Microsoft Windows XP Pro SP3
Microsoft Windows Vista SP1
Microsoft Windows Office 2007, and 2010 (Only 32-bit)
Oracle database 184.108.40.206
SQL Server 2008 R2
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.
You can upgrade to EPM System Release 220.127.116.11 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 From||To|
Note that when moving from Release 18.104.22.168.x or 22.214.171.124.x to Release 126.96.36.199, you use the "Apply Maintenance Release" option in EPM System Installer, instead of following the documented upgrade procedures. For Financial Close Management, applying the maintenance release is supported only from Release 188.8.131.52.000
Note: If you were using Performance Management Architect Release 9.3.1, you can download the Shared Services release 9.3.3 from My Oracle Support.
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 184.108.40.206. 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 220.127.116.11+, 9.3.0.x, 9.3.1.x (except for Essbase 18.104.22.168.1, 22.214.171.124, 126.96.36.199, and 188.8.131.52), or 11.1.1.x, Oracle recommends that you upgrade to Release 184.108.40.206 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 220.127.116.11.1. Essbase and Shared Services Release 18.104.22.168, however, still synchronize security information. For this reason, if you are using Essbase Release 22.214.171.124.1, 126.96.36.199, 188.8.131.52, or 184.108.40.206, you must first upgrade all products to Release 9.3.3, instead of Release 220.127.116.11.
If you are coming from Release 18.104.22.168 or 22.214.171.124, use the Defects Fixed Finder tool to review the list of defects fixed between those releases and Release 126.96.36.199. This tool is available here:
10037468 - In Analyze, rates are not interpolated correctly and generate an empty formula.
10387385 - An incorrect Get First Day value may be returned for a sub-period that is a period-to-date or trailing period.
12416817 - The Dimension Settings toolbar did not appear when the Strategic Finance Client was opened, although it had been open when the Client was closed.
12386114 - After editing the group name, there was an issue saving the permission group setting.
11935058 - You were unable to run the Large Batch files, due to the TCP IP Timeouts in Essbase. After changing the values within registry settings, you are able to run the Batch Files successfully.
12313604 - Issue retrieving data from Planning is resolved.
11818421 - Any failure while running the Essbase Batch file is captured in the error log.
12541271 - Forecast formulas are not correctly pushed to the subaccounts with two or more custom dimensions applied.
12541263 - Values in the Actual scenario were not always correctly cleared when applying custom dimensions to accounts.
10240833 - An error that prevented saving template files with financial data only was corrected.
10083811 - If the Weighted Average account for a Rate did not exist, the application would fail when renumbering subaccounts.
10113420 - Issue with the Date being displayed incorrectly on the report is resolved.
10083796 - Accounts containing Unicode characters in their name in Essbase export as 0 (zero) or #MISSING data.
The following are the noteworthy known issues of this release:
10364203 - Hyperion Enterprise import and export interoperability is supported with Strategic Finance. Hyperion Enterprise batch import and export interoperability is not supported.
13709653 - Unable to apply Assign Cell attributes if the multiple cells are selected.
13724830 - When checking Apply formats to all reports, the option does not remain checked.
13734392 - An error message "Empty response from provider" is displayed, when you open a report, and then refresh it without making any changes.
13862276 - In Dimension Maintenance, if you try add another dimension (child or sibling) with the same name and then try click OK, and then the dimension name is been removed from the list.
12977951 - Strategic Finance Smart View Extension throws an exception dialog if the connection to the Strategic Finance Smart View provider times out and you try to check in or close the entity that you had checked out.
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.
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.
You can specify the maximum number of reports to open when you open an entity in Smart View. The default is three reports.
> To change the configuration setting in the Strategic Finance Client, perform the following:
Open an entity, and then go to Analyze, and then User Preferences.
Select the Report tab, and then Property, and then select "Maximum on Open" option.
It is our goal to make Oracle products, services, and supporting documentation accessible to the disabled community. EPM System products 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 EPM 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.