Oracle® Hyperion Financial Close Management

Release 11.1.2.0.000 Patch Set 1 (PS1): 11.1.2.1.000

Readme

Purpose. 1

New Features. 1

Installation Information. 2

Supported Platforms. 2

Supported Languages. 2

Supported Paths to this Release. 2

Defects Fixed in this Release. 3

Known Issues. 4

Documentation Updates. 8

Using Financial Close Management in Smart View.. 8

Accessing EPM System Product Documentation. 8

Copying and Pasting Code Snippets from PDFs. 8

Accessibility Considerations. 8

 

Purpose

This document includes important, late-breaking information about this release of Oracle® Hyperion Financial Close Management. Review this Readme thoroughly before installing Financial Close Management.

It is our goal to make Oracle products, services, and supporting documentation accessible to the disabled community. This readme file is accessible in this release in HTML format.

Top of Document

New Features

See the Oracle Hyperion Financial Close Management New Features Guide.

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.

Integration Types are available as XML files for these products: Oracle Hyperion Financial Management, Oracle Hyperion Financial Reporting, Oracle Hyperion Financial Data Quality Management, Oracle PeopleSoft Enterprise Financials, and Oracle Governance, Risk and Compliance (GRC). The Integration Type XML files and documentation are available for download from My Oracle Support.

Top of Document

Installation Information

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

Top of Document

Supported Platforms

Information about system requirements and supported platforms for EPM System products is available in a spreadsheet format in the Oracle Hyperion Enterprise Performance Management System Certification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on the Oracle Technology Network (OTN) and listed in the Oracle Business Intelligence product area:

http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html

Top of Document

Supported Languages

Information about supported languages for EPM System products is available in a spreadsheet format on the Translation Support tab in the Oracle Hyperion Enterprise Performance Management System Certification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on OTN (listed in the Oracle Business Intelligence product area):

http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html

Top of Document

Supported Paths to this Release

You can upgrade to EPM System Release 11.1.2.1 from the following releases:

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

Release Upgrade Path From

To

11.1.2.0.x

11.1.2.1

Note that when moving from Release 11.1.2.0.x to Release 11.1.2.1, you use the "Apply Maintenance Release" option in EPM System Installer, instead of following the documented upgrade procedures.

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 Hyperion Enterprise Performance Management System Installation and Configuration Guide.

 

Top of Document

Defects Fixed in this Release

Defect Number

Defect Fixed

• 10222095

Add the ability to start an End User task early.

• 10141890

The task list freezes after it is collapsed when child tasks are added or removed.

• 9744047

The task starts even when its predecessor schedule is still pending.

• 9725713

Import and Export function does not support newlines.

• 9541416

Task execution does not account for daylight saving time.

• 8913045

Scrolling the Gantt chart with the left panel hidden results in misaligned rows.

• 10178210

Dashboard printing does not print all rows in the Schedule Task control.

• 10141160

When you reimport a CVS file, an error occurs that a duplicate task ID was found.

• 10141109

The system displays incorrect predecessor links when you deploy a template.

• 10059781

A NoRowAvailable exception error may occur when you filter in a Gantt view.

• 10038117

Users cannot add a comment to an alert without submitting or approving the alert.

• 10038108

In alert comments, the text does not word wrap in the Comments section.

• 10008963

Some dialog tabs are blank if you use Internet Explorer 8 with the Compatibility View off.

• 9829038

Predecessor task links assigned may not display correctly in a task search.

• 9816116

In MyWorklist under Responsibility, the list does not update properly.

• 9782177

When you copy and paste a task, the system does not paste the second approver.

• 9757599

The dependency field is missing in the Integration Type dialog.

• 9725645

Empty columns at the end of an import file may cause unexpected errors.

• 9715374

The system should validate the task name size on task import.

• 9703487

A NoRowAvailable exception error may occur when you remove a filter in the Gantt view.

• 9672862

When you right-click on the Gantt bar, the right-click menus do not work.

• 9581164

Allow more space to view instructions and description in Task Actions.

• 9506412

Issues may occur with rounding answers for number type questions.

• 9491081

The totals in the Schedule Tasks portlet may not display correctly.

• 9450706

Problems may occur with the right-mouse menu for the Gantt task bar.

• 9412355

The workflow maintains the original assignments when the owner submits or approves a task.

• 9342567

Performance issues may occur when you use very large templates and schedules.

• 9271136

If you expand and collapse the options in the Gantt view multiple times, they may not display correctly.

• 10219802

The secondary approver has the Reject option before the task is submitted for their approval.

• 10141160

The browser retains the characteristics from the last session unless it is closed and reopened.

• 9744104

The Needs Attention icon needs hovertext and a short description.

• 9735107

A better error message is needed when an invalid ID tries to access an application.

• 9734746

In the View mode, the text needs to be displayed more distinctly from the background.

• 9728881

The Task Actions menu needs a delete comment option.

• 9660315

The system does not retain the history for changing a task from active to inactive.

• 9537788

When you reassign an approver from the Actions menu, it is not recorded in the Task Actions history.

• 9527334

The alert email should contain the task and schedule information.

• 9476890

In Task Types lists, the icon for automated tasks should be different than the icon for an End User task.

• 10215922

When you reject a task, the system inadvertently clears the Workflow action table for all tasks.

• 10141153

When you add predecessors, the system creates a blank row in the database.

• 8767816

There should be a method to remove the worklist application line in email notifications.

• 10329831

The Dashboard may not display correctly after you maximize, minimize, restore, or drag or drop portlets or icons.

 

Top of Document

Known Issues

The following issues are the noteworthy known issues of this patch.

Alerts

Defect Number

Known Issues

10350810

Reassigning an Alert assignee to the same user as the approver prevents the Alert from progressing within the workflow. Delete the alert and create a new Alert.

Application Access

Defect Number

Known Issues

10422907

Under certain conditions, logging into the application with one User ID, then logging out and logging back in under another User ID within the same browser session may result in the prior user ID’s session being displayed.

9736096

You must have the WebLogic Admin server running at all times when you use Financial Close Management.

Application Lifecycle Management

Defect Number

Known Issues

10403568

The “Replace All” load option is currently not supported for Financial Close artifacts.  Users can migrate using the “Replace” option, then manually delete any unwanted artifacts.

10304302

If you are using Lifecycle Management to import templates that have embedded templates, then the embedded templates must be imported first.

10428514

Lifecycle Management displays square boxes for some double-byte international characters.

11071949

Financial Close Management artifacts cannot be migrated using the Lifecycle Management (command-line) Utility.

11655933

Users who are not assigned the Financial Close Management administrator role can view a listing of Financial Close Management artifacts in Lifecycle Management.

11656451

The Lifecycle Management right-click migration option is not working for Financial Close Management when you try to import a single artifact.

11656837

Financial Close Management artifact names with * ; ‘ characters fail to migrate.

11074517

If you use Firefox as the browser, you must select a browser language country code and a language code. If you do not select a language code, you cannot use Lifecycle Management.

10414864, 10414923

If you use a double-byte or high-ASCII language such as Japanese, Korean, Chinese (Traditional and Taiwan), Russian, or Turkish, LifeCycle Management does not work properly.

Dashboard

Defect Number

Known Issues

10419623

In the Schedule Tasks and My Worklist controls, any user-applied sorting within the columns is not persisted between user sessions.  Users need to reapply any column sorting in the controls manually.

10363865

Upcoming or Closed Alerts do not display in the My Worklist control.

9761181

An error message may be displayed if the user attempts to drill into the Alerts bar in the Status Chart control after printing the control.

10419307

The Status Overview control displays an error if the user no longer has any task assignments in any Open or Closed schedules.

Finance Calendar Views

Defect Number

Known Issues

10419623

Any user-defined column sorting within the Tasklist and Gantt views is lost on the view refresh when a user opens, then closes the task display.

10367702 10367486

Within the Gantt Chart and Calendar views, viewing a schedule/template with a very large number of tasks may cause the view to cycle a very long time.  It is recommended to filter the view down to a smaller number of tasks when reviewing the schedule/template in these views.

10374397

If you have a large amount of tasks to be displayed in a Gantt view, you may experience performance issues. If a filter is applied, or tasks are hidden as children of parents, the performance may be improved.

Financial Management Integration

Defect Number

Known Issues

11695020

If Financial Close Management logging is set to a Trace level or lower, selecting the parameters for Hyperion Financial Management integrations may generate this error:  “com.ctc.wstx.exc.WstxIOException: Exceeding stated content length of 213”. If this occurs, raising the Financial Close Management logging level above Trace will clear the issue.

Importing Files with Update Option

Defect Number

Known Issues

10419989

The task assignee can be reassigned to another user for an Open task if the update is made through a file load.

Internet Explorer 7/8

Defect Number

Known Issues

9356443

Under certain heavy load conditions, a user's session may freeze when using Internet Explorer. Users can clear this issue by logging out and back into the application.

Localization

Defect Number

Known Issues

11699188

When you create a task using the HFM Task Type, if the application name contains Japanese characters, the task parameters do not display correctly and there may be issues starting the task.

Microsoft SQL Server Database

Defect Number

Known Issues

11771874, 10236022, 11061158

Under high concurrent usage where multiple users are executing the exact same action, the Microsoft SQL database may report deadlocks upon post actions. This may result in inconsistent rendering of the user interface or tasks failing to execute. These failures will result in the following issue being reported within the Financial Close log –“JBO-26041: Failed to post data to database during "Update"…” and deadlocks reported within the MS SQL database log.

Schedules

Defect Number

Known Issues

10359859

Removing all children of an open parent task prevents the parent task from completing.

Smart View

Defect Number

Known Issues

11056384

When using Financial Close Management with Smart View, it is recommended that most users have their accounts configured to use shared connections as only advanced users and technical support personnel should use private connections.

11668794, 11667534

After users perform an action in Smart View, for example, submitting or approving a task, they must close the dialog box to refresh the screen.

10383364

When using Financial Close Management with Smart View, you should not use Outlook view customization.

11687672

Financial Close Management tasks open in the browser language instead of the language set in Smart View.

11739147

When using Financial Close Management with Smart View, you can only authorize tasks with your own ID. If you try to enter different user credentials, errors will occur. If this occurs, log on to the application through the Web and enter the credentials there.

11805162

The Financial Management and Financial Reporting Web integrations will fail with an error when launched from within Smart View.

Task Action

Defect Number

Known Issues

9744611

If you have Financial Close Management and Task Actions from email open in the same browser session, when you close one of them, the other session will be closed.

10199259

Task instructions may not display in Task Actions for system automated tasks if the “Run As ID” was not set within the task definition in the source template.

Templates

Defect Number

Known Issues

10411306

A power user who is assigned as a Viewer on a template cannot create a schedule from the template.

 

Top of Document

Documentation Updates

Using Financial Close Management in Smart View

You can access Financial Close Management tasks as Microsoft Outlook tasks in your Microsoft Outlook Calendar using Oracle Hyperion Smart View for Office. When you access Financial Close Management from Smart View, the system displays any open tasks that you have as an assignee or approver. This is different from the My Worklist default view that you see when you launch Financial Close Management directly instead of from Smart View.

Accessing EPM System Product Documentation

The most recent version of each EPM System product guide is available for download from the Enterprise Performance Management System Documentation area of the OTN Web site (http://www.oracle.com/technology/documentation/epm.html). For faster access to the documentation, you can also use the Enterprise Performance Management 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 E-Delivery 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.

Top of Document

Accessibility Considerations

It is our goal to make Oracle products, services, and supporting documentation accessible to the disabled community.

Top of Document