Oracle Enterprise Performance Management System

Release 11.1.2.3.500 Patch Set Update (PSU): 17529887

Readme

About This Patch. 2

Patch Type. 2

Supported Paths to this Patch. 2

Mandatory Prerequisites. 2

Required User Rights. 2

Known Patch Conflicts. 3

Required Microsoft Patch. 4

Other Required Patches. 4

Other Prerequisites. 4

Supported Platforms. 5

Supported Languages. 5

New Features and Platforms. 5

New Platforms. 5

Oracle Hyperion Calculation Manager. 6

Oracle Crystal Ball Enterprise Performance Management 6

Oracle Data Relationship Management 7

Oracle Enterprise Performance Management Mobile App. 8

Oracle Hyperion Disclosure Management 8

Oracle Hyperion Financial Close Management 9

Oracle Hyperion Financial Data Quality Management, Enterprise Edition. 11

Oracle Hyperion Financial Management 11

Oracle Hyperion Financial Reporting. 11

Oracle Hyperion Planning. 12

Predictive Planning. 12

Oracle Hyperion Profitability and Cost Management 12

Defects Fixed in this Patch. 15

Defects Fixed Finder. 15

Known Issues in this Patch. 33

Applying this Patch. 67

Resolving Central Inventory Issues. 68

Additional Steps for Planning. 69

Additional Steps for Public Sector Planning and Budgeting Applications. 70

Additional Steps Project Financial Planning Applications. 74

Additional Steps for Profitability and Cost Management 75

Additional Steps for Financial Reporting. 76

Additional Steps for Hyperion Strategic Finance. 77

Additional Steps for Financial Data Quality Management 77

Additional Steps for Financial Close Management 77

Additional Steps for Financial Data Quality Management Enterprise Edition. 82

Installing Oracle Hyperion Smart View for Office. 84

Rolling Back this Patch. 84

Troubleshooting FAQs. 84

How can I find out which releases and patches of EPM System products are installed in a deployment?. 84

Why do I get the following patch conflict error message when running OPatch?. 85

Why do I get the OUI-67078 warning message when applying OPatch?. 85

Why do I receive errors about using an incorrect platform ID?. 85

About This Patch

This cumulative patch set update includes previously released patches up to 11.1.2.3.500.

This Readme file describes the defects fixed in this patch and the requirements and instructions for applying this patch.

Caution: You are urged to carefully read and understand the following requirements. Failure to comply may result in applying a patch that can cause your application to malfunction, including interruption of service and/or loss of data. Before installing or applying this patch:

Verify that your system configuration (product version, patch level, and platform) exactly matches specifications in the Readme.

Patch Type

This is a patch set update (PSU). This Patch replaces files in the existing installation and does not require a full installation. This PSU is a standalone patch.

Supported Paths to this Patch

You can apply this patch to the following releases:

11.1.2.3.x (less than 11.1.2.3.500)

Mandatory Prerequisites

Required User Rights

The user applying the patch should be the user who was set up to install and configure EPM System products. Required user privileges or rights:

Windows:

Use the user account that has Local administrator rights and was set up for installation and configuration. This user is an administrator and is the same for all EPM System products. Assign local policies if required by the product. Such assignments typically are: “Act as part of the operating system," "Bypass traverse checking," "Log on as a batch job," "Log on as a service.”

UNIX/Linux:

Use the account that was used to install EPM System products and has Read, Write, and Execute permissions on $MIDDLEWARE_HOME. If you installed other Oracle products, the user who installed EPM System products must be in the same group as the user who installed the other Oracle products. OPatches are not intended to be applied using a root user.

The directory to which the PSU files have been extracted must be on the same drive as <EPM_ORACLE_HOME>, or required PSEs will not be applied automatically to  <EPM_ORACLE_HOME>/Oracle_Common.  See DOC ID 1643653.1 for details on checking OPatch manually for required PSEs and steps for applying missing PSEs.

Known Patch Conflicts

For the HFM or Planning web tier, ADF patches 16709748 and 16788543 conflict with this 11.1.2.3.500 patch.

IMPORTANT

Before applying the 11.1.2.3.500 PSU to HFM or Planning web tier, you must roll back these previously installed ADF patches: 16709748 and 16788543.

To idenitify patches on your system use the lsinventory command.

1.    Navigate to <EPM_ORACLE_HOME>/OPatch (by default, Oracle/Middleware/EPMSystem11R1/OPatch).

2. Enter the following command on one line:

Windows:

opatch.bat lsinventory -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME>/jdk160_35

Note: The default for <EPM_ORACLE_HOME> is C:/Oracle/Middleware/EPMSystem11R1. The default for <MIDDLEWARE_HOME> is C:/Oracle/Middleware.

To roll back these patches:

16709748

1.    From a command line, change the directory to <EPM_ORACLE_HOME>/OPatch

2.    To roll back the patch, enter the following command on one line:

Windows:

opatch.bat rollback -id 16709748 -oh <EPM_ORACLE_HOME> -jre <MIDDLEWARE_HOME>/jdk160_35

16788543                                                                                                                  

1.    From a command line, change the directory to <EPM_ORACLE_HOME>/OPatch

2.    To roll back the patch, enter the following command on one line:

Windows:

opatch.bat rollback -id 16788543 -oh <EPM_ORACLE_HOME> -jre <MIDDLEWARE_HOME>/jdk160_35

Required Microsoft Patch

Microsoft has identified a security issue that could compromise Windows-based systems. Before installing this patch, verify that the Visual C++ 2005 Redistributable Package installed on the computer is current. You may search and download the latest Visual C++ 2005 Redistributable Package at:

http://www.microsoft.com/en-us/download/default.aspx

Other Required Patches

Additional Steps for Financial Management

Financial Management requires Oracle patches 13866584 and 16810628.

Go to https://support.us.oracle.com

For EPM clients

Any existing Hyperion Strategic Finance Client installations must be removed
before running the new Hyperion Strategic Finance Client installer.

Install the EPM Client Installers Patch Set Exception (PSE): 18383790

Other Prerequisites

Disclosure Management

The section includes important information about applying this patch for Oracle® Hyperion Disclosure Management 11.1.2.3.500.

Prerequisites

When the migration of a Disclosure Management document exceeds 30 minutes, the HTTP server behaves as if Disclosure Management has timed out and returns a timeout error to the client. The timeout occurs when the migration is still processing on the server side. If you use the Oracle HTTP Server and specified the HTTP port 19000 (the default HTTP port) as the server port in Disclosure Management Options, complete the following migration prerequisite steps. The steps enable you to change the timeout period to 7,200 seconds (2 hours).

If you go to Disclosure Management directly by using port 8600, then you do not need to complete the server prerequisite steps. You must, however, complete the client prerequisite steps.

Important! Turn off your virus scanner or exclude your Disclosure Management folders from your virus scanning software during the migration process.

To complete the server prerequisite steps:

3.    Go to the server where the Oracle HTTP server is running.

4.    Open mod_wl_ohs.conf at:

<MW_HOME>/user_projects/<domain_name>/httpConfig/ohs/config/OHS/ohs_component

5.    Look for the following entries, and modify or set the WLIOTimeoutSecs value to 7200 as in the following example:

<LocationMatch ^/discman/>

    SetHandler weblogic-handler

    WeblogicCluster FRED9.us.oracle.com:8600

    WLIOTimeoutSecs 7200

</LocationMatch>

<LocationMatch ^/discmanwebservices/>

    SetHandler weblogic-handler

    WeblogicCluster FRED9.us.oracle.com:8600

    WLIOTimeoutSecs 7200

</LocationMatch>

<LocationMatch ^/mappingtool/>

    SetHandler weblogic-handler

    WeblogicCluster FRED9.us.oracle.com:8600

    WLIOTimeoutSecs 7200

</LocationMatch>

6.    Look for the following entries. If your OHS is configured to receive SSL, then  modify or set the WLProxySSL value to OFF as in the following example:

<LocationMatch ^/discmanwebservices> 
    SetHandler weblogic-handler 
    WeblogicCluster <server>:<port>
    WLProxySSL OFF 
</LocationMatch> 

7.    Restart the Oracle Process Manager.

To complete the client prerequisite steps:

1.    Close all Microsoft Office related products.

2.    Open the Registry Editor.

3.    Go to HKEY_CURRENT_USER/Software/Oracle/Disclosure Management.

4.    Add or modify the registry entry WebServicesTimeout to 7200.

To find other required prerequiste steps, see the Known Issues section.

Supported Platforms

Applies to all supported platforms. For the Oracle Enterprise Performance Management System Supported Platform Matrix, go to: http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html

Supported Languages

This patch can be applied to all languages supported in release 11.1.2.3.000 of Oracle Enterprise Performance Management System. For the Oracle Enterprise Performance Management System Supported Platform Matrix, go to: http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html

New Features and Platforms

New Platforms

New Database Certification:

·         Oracle Database 12c release 12.1.0.1+

New Client Certifications:

·         Windows 8

·         Internet Explorer 10

·         Firefox 24 ESR
Note: Support for Firefox 17 ESR is deprecated with this release.

·         Microsoft Office 2013

New Server Virtualization Certifications:

·         Microsoft Hyper-V (Virtualization Windows Server 2008 and Virtual Desktop Infrastructure (VDI) for Windows)

Mobile Certifications:

·         EPM Mobile App:

o    iOS7, phone and tablet

o    Android 4.1, 4.2, 4.3 phone and tablet

·         Tablet-Friendly Planning User Interface:

o    iOS7, tablet only, Safari and Chrome browsers

o    Android 4.1, 4.2, 4.3, tablet only, Chrome browser

o    Windows 8 Standard, Pro and Enterprise Editions, tablet, Chrome and Internet Explorer 10 browsers

·         Financial Reporting:

o    iOS7, phone and tablet, Safari browser

o    Android 4.1, 4.2, 4.3, phone and tablet, Firefox 26+ browser

Oracle Hyperion Calculation Manager

Query by Example

For this release, Calculation Manager includes a new feature, Query by Example, in the Filter View and in the Variable Designer. Query by Example enables you to enter a word or text string to display only objects (such as business rules, business rulesets, formulas, scripts, templates, or variables) that begin with that word or text string.

After you filter the objects in the Filter View, Query by Example enables you to further refine the objects that display in the Filter View. For example, if you filter objects to display only Planning business rules, you can use Query by Example to display only Planning business rules that begin with a particular text string or word.

In the Variable Designer, you can use Query by Example to display a subset of replacement or execution variables. For example, you can enter the word “String” above the Type column to display only replacement or execution variables of the string type.

Oracle Crystal Ball Enterprise Performance Management

Correlation Definition Enhancements

Correlating assumptions is enhanced with the following features:

·         The Define Correlations command is now available through the Crystal Ball ribbon (Microsoft Excel 2007 or later) or menu (Microsoft Excel 2003).

·         Smart Selection algorithms make it easier to define a correlation matrix by selecting one or a few more cells.

·         Matrix view supports consistency checks with adjustment capability plus the ability to switch between adjusted and unadjusted matrix views.

·         Matrix view includes an optional interactive correlation chart.

·         Scatter charts can be generated easily for correlation pairs within a matrix.

·         The Crystal Ball Developer Kit has new calls and constants to support these features.

Bulk Constraint Handling for OptQuest

The OptQuest feature of Crystal Ball Decision Optimizer can now handle single constraint formulas that define multiple constraints. Users can enter formulas with arrays of values instead of separate formulas, for example A1:A5 <= B1:B5.

Oracle Data Relationship Management

Data Relationship Management

·         Improved Configuration for Database External Connections

The configuration of database tables and views used by an external connection to a relational database has been enhanced to allow the user to filter by schema, object name, and object type (table or view). Objects can also be configured by selecting from a filtered list or manual entry. For more information, see "Defining External Connections" in the Data Relationship Management Administrators Guide.

·         Import from Read-Only Tables and Database Views

Import profiles using external connections to relational databases allows the import of data from tables to which the database user only has SELECT access or database views configured for the connection.

·         Stateful Session Mode for Web Service API

The Data Relationship Management web service API supports an optional stateful session mode, which may be used as an alternative to the stateless mode available by default. When multiple web service operations must be performed to complete a task, the stateful session mode is beneficial, because it minimizes the overhead of creating and terminating user sessions. For more information, see the Data Relationship Management API Guide.

Data Relationship Governance

·         Copy Workflow Models and Tasks

Governance workflow models and tasks can be copied to apply changes to their configuration to support different workflow requirements over time. In situations where a workflow model already has submitted or completed requests but must be modified significantly to support new requirements, application administrators can create a copy of the workflow model and change its configuration to satisfy new requests with those requirements. Existing requests will continue to use the configuration of the original workflow model and its workflow tasks. The model copy can be renamed back to match the name of the original workflow model with which governance users are already familiar, and the original model can be hidden after the copied model copy is ready for use. For more information, see "Configuring Governance Workflows" in the Data Relationship Management Administrator's Guide.

·         Automatic Update for Workflow Request Items

Request items that are added to or edited in a workflow request are automatically updated when a user performs another request item-level action, such as adding, selecting, moving, or deleting a request item. This behavior minimizes the potential for loss of user-defined values if the user forgets to explicitly update the request with changes made to a selected request item. You can still use the Cancel operation to discard changes made to a request item before performing another request item action.

·         Governance Web Service

A new governance web service API is available to automate the creation and submission of governance requests using a workflow model. This service supports basic CRUD operations and the ability to validate and submit a workflow request instance for approval, enrichment, and commitment. For more information, see the Data Relationship Management API Guide.

Oracle Enterprise Performance Management Mobile App

The Oracle EPM Mobile app:

·         Provides users easy access to key business information, for faster decision-making and improved process flow

·         Enables on-the-go review and approval by managers and executives

·         Allows approvals and workflow across Planning, Financial Management, and Tax Provision

·         Offers a consistent user experience across EPM products by leveraging Oracle Application Development Framework (ADF) mobile technology

·         Is available for Apple and Android phones from the Apple App Store and Google Play Store

Note: The EPM Mobile application user interface is English only, but it can display information from non-English EPM server environments, including multibyte languages. For example, if the Planning server is set up for Japanese users, they can use the EPM mobile application. The EPM Mobile application user interface will be in English, but the data from the server will be in Japanese as applicable.

EPM Mobile is available for these EPM products:

·         Planning

·         Financial Management

·         Tax Provision

Oracle Hyperion Disclosure Management

Map a Data Source Heading More than Once.

The restriction that allowed you to MAP a data source heading only once was removed.

Taxonomy Management UI improvements added.

General folder structure:

Flat:

 Acme.xsd (valid)
 ./acme.xsd (valid)
 /../../acme.xsd (invalid - expect invalid relative path error)
 ./../../acme.xsd (invalid - expect invalid relative path error)


Not Flat:
Entry Path: Folder1/Acme.xsd Folder Name: Acme generates acme/Folder1/Acme.xsd
Entry Path: Folder1/Folder2/Acme.xsd Name: Acme generates acme/Folder1/Folder2/Acme.xsd

Update:
Acme.xsd->./acme.xsd (considered SAME and should not trigger duplicate registration)

 ./acme.xsd->Acme.xsd (considered SAME and should not trigger duplicate registration)
 ./acme.xsd always is saved as acme.xsd

Relative paths are always normalized. For example:
Folder Name:  acme
entry folder1/../folder2/acme.xsd should be registered as in mappingTool.properties file:
acme/folder1/folder2/acme.xsd

You should see the following in UI when updating:
 Entry Path: folder1/folder2/acme.xsd
 Folder Name: acme
 
Legacy registrations (either entered by hand or from previous TM use) should
always come in *as if* the user had specified the top folder in the Folder Name field.

For example: acme/acme.xsd is already on the DM Server. When editing in the UI, the entry path should be acme.xsd and the Folder Name should be acme.

Knowledge Base Articles

Refer to the Disclosure Management User Guide for detailed procedural information. In addition, the following support documents will be posted to the Oracle Support Knowledge Base at http://support.oracle.com

·         "General XBRL Reporting Best Practices” – White paper describing the process of taking XBRL in-house and recommended guidelines

·         “DM Implementation Best Practices” – Document illustrating best practices guidelines

·         “DM Document Formatting Guidelines” – Document providing formatting tips for EDGAR HTML output and general documents, including when a table spans across one or more pages.

·         “DM Performance Benchmarks” – Document providing the latest DM performance benchmark analysis

·         “DM 10Q Sample Report” – Zip file of all the DM documents required for utilizing the sample application, including the required taxonomy, setup instructions, and readme

Help Systems

For the Oracle® Hyperion Disclosure Management 11.1.2.3.500 PSU, the user's Help from the product menu is inactive. The Administrator and Designer's Help menu is active. Refer to the help system from the 11.1.2.3.000 release if needed. You can download it from the documentation library: http://docs.oracle.com/cd/E40248_01/nav/portal_5.htm

Oracle Hyperion Financial Close Management

Patch Set 11.1.2.3.500 enhances Financial Close Management’s module, Account Reconciliation Manager, in the following areas:

Account Reconciliation Layout

A Reconciliation Header section displays the complete account description, without scrolling.

Other Attributes Section

“Other Attributes” section is added to the Reconciliation dialog box that standardizes the location of custom attributes.

Displaying Individual Account ID Segments

A configuration option is added to the Format definition to display on the reconciliation either the concatenated Account ID or the individual Account Segments with segment labels.

Enhanced Attribute Options

·         A new custom attribute includes a multiline edit box with optional attachments feature which enables configuration of:

o    Number of lines of text to display

o    Whether to display the attachments function

o    Includes a “required” configuration for the text box and a separate “required” configuration for attachments

o    Enable the attribute to be assigned to Formats (on Summary and Transaction tabs) and Profiles

·         When assigning custom attributes to Formats, these attributes are also visible on the Profile for overriding default values and reporting on profile values.

·         When assigning custom attributes to Formats or Profiles, the add attribute assignment dialog box enables users to configure:

o    The roles that can edit the attribute

o    Whether the attribute is required (by role)

o    Default values

o    Whether values should propagate back to the Profile

·         Users can remove standard transaction attributes from Formats.

·         Users can reorder both standard and custom transaction attributes on Formats.

Questions for All Roles

On the Questions tab of the Format dialog box, Administrators can now assign Questions by role. If the Required check box is selected for Preparers and Reviewers, users can close reconciliation without answering their questions, but they cannot Submit or Approve. The Required check box is disabled for Questions assigned to Administrators, Power Users, Owners, Viewers, and Commentators.

Action Plans for Reconciliation Transactions

·         A new Action Plan section is added to transaction tabs on the Reconciliation Actions dialog box.

·         Administrators configure on the transaction tabs of the Format whether the section should be displayed, and which standard and custom attributes should be included in the section. The section includes:

o    Standard attributes for marking an action plan as closed, the date the action plan was closed, and a description of the action plan

o    The ability to display custom attributes

o    The ability to configure editing privileges for both standard and custom attributes; roles that have edit access can edit the attribute when the reconciliation is Open or Closed, but only while the period is not locked

o    Attachment features, which enable preparers and reviewers to add attachments to action plans. Attachments may be added with the reconciliation is Open or Closed, but only while the period is not locked

o    Comment features, which enable preparers, reviewers, commentators, administrations, and authorized power users to add comments (which may also include attachments); comments may be added when the reconciliation is Open or Closed, but only while the period is not locked.

Default Dashboards and List Views

·         When users first log in to Account Reconciliation Manager, they see a default set of portlets: Administrators can use the new “Save as Default” menu item to the Actions menu or all portlet types which use run time filter selections and column settings (which columns are displayed, and the order in which they are displayed) to be used as the default settings for new portlets of the same type that are created by any user in the future.

·         When users create a Dashboard, the column and filter configurations match the default.

·         Profile List View, Reconciliation List View, and Transaction List View assume the default column configuration when the Administrators use the Save as Default menu item. Defaults are applied only to new users; they do not override settings of existing users. A Restore to Default option is provided to enable existing users to restore list view column settings to the default settings.

Oracle Hyperion Financial Data Quality Management, Enterprise Edition

In this release, Financial Data Quality Management, Enterprise Edition (FDMEE) 11.1.2.3 is now certified with PeopleSoft 9.2.

Oracle Hyperion Financial Management

Oracle Enterprise Performance Management Mobile App

The Oracle EPM Mobile app:

·         Provides users with easy access to key business information, for faster decision-making and improved process flow

·         Enables on-the-go review and approval by managers and executives

·         Allows approvals and workflow across Hyperion Planning, Hyperion Financial Management, and Hyperion Tax Provision

·         Offers a consistent user experience across EPM products by leveraging Oracle Application Development Framework (ADF) mobile technology

·         Is available for Apple and Android phones from the Apple App Store and Google Play Store

EPM Mobile is available for these EPM products:

·         Planning

·         Hyperion Financial Management

·         Hyperion Tax Provision

Oracle Hyperion Financial Reporting

·         Financial Reporting now supports the Indian rupee symbol and the Turkish lira symbol in report grid cells.

·         When users create annotations, they can specify whether users with the required permissions can edit the annotations. When this option is selected, users can change the annotation Title, Description, Category, and Attachments after the annotation is created.

·         An additional option that users can select when creating an annotation enables users with the required permissions to edit the annotation context after the annotation is created.

Oracle Hyperion Planning

·         Administrators can make available to planners a tablet-friendly user interface for performing common planning tasks such as accessing their task lists, working with data, approving budgets, viewing reports, and controlling settings.

·         The value of planning units is displayed during the approvals process.

·         Import and export run in the background after three minutes.

·         You can preserve Microsoft Excel formatting in Planning forms.

·         Calculation Manager designers can now set up runtime prompts to display in two columns and in groups.

·         LCM support for Essbase data artifact

·         Response times were reduced by up to 98% comparing to earlier PS3 releases. The improvements are greater with larger loads and with actions involving large forms, but even single user response times for actions such as scrolling through forms were 10% to 20% faster. Memory and CPU usage were reduced resulting in more than a 50% increase in Planning server capacity. These results are based on testing of an actual customer application with Hyperion Planning running on a Windows 2008 server with 12 physical cores. The server had 144 GB RAM but the Planning heap size was limited to 4 GB.  Actual performance may vary based on application design and hardware specifications.

Predictive Planning

Alternate Plan Type for Historical Data Access

This enhancement to Predictive Planning, a module of Oracle Hyperion Planning, adds the capability to access an alternate Plan Type (Planning cube) to retrieve historical data instead of limiting data access to the base cube for a Planning form. This cube can be an ASO cube for improved data storage capacity.

Oracle Hyperion Profitability and Cost Management

This patch is cumulative and includes patch 11.1.2.3.300. The following features, first released in PSU 11.1.2.3.300, are available in this release for Profitability and Cost Management:

Job Library for Standard Profitability Applications

This enhancement adds the six job types for Standard Profitability to the Job Library and adds the Job Library to the Job Status menu for Standard Profitability applications.

Basic functionality is supported in this release, including job details for each job type.

Note: For Detailed Profitability, the Errors and Warnings columns are applicable to job types where the statuses "Success with Errors" or "Success with Warnings" are applicable.

For Standard Profitability, these apply only to the Import Staging Tables job type. Stop Job is implemented for two Standard Profitability job types: Allocation Calc - Standard, and Genealogy Calculation.

Smart View Stage Balancing Links for Detailed Profitability Applications

This enhancement enables hyperlinks on the amounts in the Stage Balancing Summary in Detailed Profitability applications to invoke Smart View queries against the new Source Stage Database reporting cube, which was introduced in Release 11.1.2.3.000.

Note: This feature is similar to the Stage Balancing Smart View links introduced for Standard Profitability applications in Release 11.1.2.2.350. For detailed procedures on setting up and using Smart View to view your results, see the Oracle Smart View for Office User's Guide.

Cross-Dimensional Same-as-Source Destination Assignment Rules for Detailed Profitability Applications

Previously, in Detailed Profitability destination assignment rules, the source stage dimension and the destination stage dimension had to be the same dimension for the dimension to use "Same As Source." That limitation no longer applies. The source dimension and the destination dimension can now be different dimensions. During the calculation, the same-as-source dimensions are now matched based on dimension member names. If the member name exists in both the source dimension and the destination dimension, Profitability and Cost Management will consider the destination dimension member to be the same member as the member from the source stage during the calculation.

Note: This is equivalent to the functionality in Standard Profitability applications.

Member Aliases in Dimension Filters for Detailed Profitability Applications

In Detailed Profitability applications, it is now possible to create assignment rules that filter on dimension members using member aliases. In Detailed Profitability, the Alias filter retrieves any dimension members that match the criteria in their Alias name.

Note: This behavior is different than in a Standard Profitability Name filter, which matches criteria on name and alias simultaneously. The Detailed Profitability assignment rule matches only one or the other, depending on the filter created. If you create a filter on Name, it matches members by their name, and if you create a filter on Alias, it matches members by their alias.

This difference between Detailed and Standard applications is due to differences between Essbase and relational databases. Essbase treats names and aliases as the same thing; the relational databases do not.

Fast Staging Import for Assignments in Standard Profitability Applications

This enhancement provides a new engine for importing explicit assignments from staging import tables, using the same fast bulk SQL approach used for driver selections, driver exceptions, and assignment rule selections. The new program imports assignments several times faster than the previous version, which is important for models having thousands of explicit assignments. The new program behaves similarly to the old import program, with a few changes to the exception codes reported, compatible with the exception codes reported by the driver selections, driver exceptions, and assignment rule selections staging import programs.

Note: The EXCEPTION column in the HPM_STG_ASSIGNMENT staging import table is renamed to IMPORT_EXCEPTION, also for compatibility with the driver selections, driver exceptions, and assignment rule selections staging import programs.

ACTION REQUIRED: To import explicit assignments using staging import after applying this patch, you must re-create your HPM_STG_ASSIGNMENT staging import table.

Concurrent Calc Script Execution for Exalytics, for Standard Profitability Applications

This enhancement enables certain steps within the calculation script to be split into multiple scripts that can be run concurrently in Essbase, for a divide-and-conquer approach, to take advantage of the Exalytics platforms parallel architecture. The feature is controlled by two new calculation control model preferences in the Model Level Preferences screen. Select the Concurrent Calculation check box to enable concurrent calculation. In Number of Threads, specify how many calculation scripts Essbase will execute at one time.

Parallel SQL Execution for Detailed Profitability Applications (Oracle only)

The calculation engine for Detailed Profitability applications creates and populates temporary tables and performs bulk inserts and updates. This enhancement extends the Detailed Profitability engine to direct Oracle to execute the bulk INSERT, UPDATE, and CREATE TABLE AS SELECT statements in parallel, using the Oracle Parallel DML capability.

Note: This enhancement is only for Oracle and is not applicable for MS SQL Server.

The option is controlled by two new calculation control model preferences in the Model Level Preferences screen to set model level defaults, and by two new fields in Calculation Rule Definition to override the default settings at the individual calculation rule level.

The new Model Level preferences:

Default SQL Execution Mode

Description

Default Number of Threads

Values

Usage

Parallel Auto

Enables parallel SQL DML operations; Oracle determines the degree of parallelism.

CAUTION: Oracle recommends that you use this setting only under the direction of a qualified Oracle database administrator.

This field is disabled in the user interface.

Parallel User-specified

Enables parallel SQL DML operations; the degree of parallelism is specified

in the Default Number of Threads field.

CAUTION: Oracle recommends that you discuss this option with a qualified Oracle database administrator prior to its use.

The field, enabled in the user interface, specifies the maximum degree of parallelism that Oracle uses for parallel DML operations. The optimal number of threads depends on the resources (processors, memory, storage, and IO throughput) available to the Oracle RDBMS.

Single-threaded (default)

Parallel SQL DML operations are not enabled; Oracle executes SQL DML statements in single-threaded mode.

This field is disabled in the user interface.

 

The new Calculation Rule fields that override the model level default settings are Rule SQL Execution Mode and Number of Threads. The values for these fields are the same as those for the new application preferences, with an additional value for Rule SQL Execution Mode: Use Model Preference, which is the default value and which indicates that this rule does not override the default settings.

 

Defects Fixed in this Patch

Defects Fixed Finder

EPM Defects Fixed Finder - a simple way to review the defects fixed between releases, starting with Release 11.1.1. https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1292603.1

 

Defect Number

Defect Description

Calculation Manager

·   17883019

You may be unable to validate a business rule with an attribute reference in Calculation Manager.

Crystal Ball, Predictive Planning

·   15897786

Unused range names created in model causing simulation slow down.

Disclosure Management

·   16908682

Taxonomy files are included in DMR Archive with "Publish with taxonomy" set to "false."

·   17361476

Object does not support property or method "addeventlistener." Error message is displayed when opening Mapping or Taxonomy Manager in Office 2013 and IE10.

·   17530933

When refreshing all doclets in the Master Doclet a "system format exception Smart View Logger" occurs.

·   17537075

SEC EFM 6.5.15 errors found in some reports.

·   17537271

A valid Default Dimension is not available in the Mapping Tool UI.

·   17596779

Taxonomy Manager generates an XPE initialization exception.

·   17596835

When Taxonomies are manually deleted outside the Taxonomy Manager UI, not all changes are reflected in the UI.

·   17603070

EDGAR EFM 5.2.2.4 errors reported in valid EDGAR report.

·   17628492

Performance degradation occurred when clicking a mapping with Typed Dimensions.

·   17635534

Incorrect totaling of line items can occur.

·   17650774

XBRL Instance generation failed on report with Typed Dimensions.

·   17713866

.NET exception in UI when refreshing Excel doclet in master document with global variables.

·   17736475

SEC EFM 6.5.16 errors found in some reports.

·   17768126

Cannot rearrange the doclets in the master document.

·   17858547

Variables can disappear in some cases after adding a doclet.

·   17904180

Import wizard does not work with new server URL for data source.

EPM Architect

·   11924751

When Local dimensions have association and Target dimension is made Shared, associated property values in Base dimension are lost.

·   12369689

Some member names and member property values ending with an underscore may not be imported correctly via Lifecycle Management.

·   14710056

If Essbase(ASO) generic dimension Data Storage is "LabelOnly," Hierarchy Type is "Stored" and its children Consolidation is "~", EPM Architect should treat it as valid instead of validation error "Consolidation must be set to '+' in stored hierarchies."

·   15968027

Dynamic properties in the shared dimensions are not getting de-referenced when they are deleted from application, causing validation error "Dynamic PropertyID <ID> that is assigned to dimension <name> is not a valid property."

·   15973070

Compare to deployed application incorrectly reports property differences for cloned Hyperion Profitability and Cost Management dimensions.

·   16069889

When Shared dimensions have association and Base dimension is made Local, associated property values in Base dimension are lost.

·   16085631

File generator does not write the dimension association, if Base dimension is empty (without members).

You must install the 11.1.2.3.500 file generator.

·   16162708

Dimension synchronization between Application and Shared libraries does not consider attributes.

·   16342247

Financial Management dimensions that are made as shared dimensions and deployed to other EPM applications (such as Hyperion Planning or Essbase or Hyperion Profitability and Cost Management), has dimension type property missing.

·   16357180

EPM Architect does not validate and prevent deployment of Hyperion Planning and Financial Management applications, if shared member is preceding the primary member.

·   16460826

You may not be able to run a data synchronization if you are using a WebSphere application server.

·   16599856

When you try to launch a task flow for data synchronization, the task flow may launch but may not complete.

·   16620220

Using Internet Explorer 9.x browser, when you drag a member in Dimension Library to reorder it, a message box is displayed before the left mouse button is released, making reorder impossible.

·   16663135

Data synchronization step in Task flow remain in active status if it becomes Completed with Errors; it should continue with next step instead.

·   16838684

Excluded shared members in the source may be still display in the target after migrating by Lifecycle Management.

·   16867518

When synchronizing between shared and application libraries, User Defined Attribute values that are blank or null in the source are not replacing the target values.

·   16900560

Data Synchronization fail as Essbase(ASO) puts negative numbers within brackets that are not recognized as valid by Financial Management.

·   16920571

Double quotation marks in descriptions and member formulas are removed after they are imported with Lifecycle Management.

·   16925085

EPM Architect is not handling exceptions because of incorrect user roles and authentication information sent from ERP integrator.

·   17027559

The Lifecycle Management import process does not overwrite a member's UDA property value as a blank in the target, if the source member's UDA property value is blank.

·   17027713

EPM Architect may fail because of Oracle database connection timeout.

·   17027738

Validation for descendents of hierarchy in the Hyperion Calculation Manager fails as hidden top member of the hierarchy is searched by the logic; it should search from the View to get the top member.

·   17050974

EPM Architect Import having dimension association data in the PropertyArray section of the source file clears the Base dimension members even though Clear Before Import is not selected.

·   17185522

Lifecycle Management import fails if null is used as member property value; blank string ('') should be used instead.

·   17496025

Hyperion Shared Service permissions are checked for EPM Architect applications using "contains" instead of "is equal to" operator, causing user provisioning-related failures while performing tasks.

·   17506656

In data synchronization definition between two Hyperion Planning application plan types, dimensions that are applicable to source and not applicable to target are shown as applicable to target too.

·   17796801

Different letter case (upper- and lowercase letters) of parameter names in SQL strings, and their values, causes duplicate application action to fail with error "Must declare the scalar variable."

·   17873368

When Local dimensions have association and Base dimension is made Shared; associated property and its values in Base dimension are lost.

FDM Enterprise Edition

·   17278175

The PeopleSoft data load rule does not execute.

·   17395263

The cell text label dimension should not be registered for the EPMA HFM application.

·   17843513

Data loads from FDM Classic do not work in FDMEE 11.1.2.3.200.

·   17844034

Visual Basic APIs are not registered by OPatch.

·   17897419

The Validation Errors tab is blank when FDMEE is installed on a Microsoft SQL Server.

·   17911369

Include POV year as a parameter for calculation scripts when loading Essbase and Planning.

·   17936096

Cannot load metadata for more than one generic dimension to EPMA.

·   17943495

Cannot pass multiple entity values as parameter in Essbase calculation script.

·   18010455

Write-back fails when Essbase is Unicode.

Financial Close Management

·   12712242

In Close Manager, tasks on the days assigned to the prior days before the reassignment of the close day within the Date Map get mapped to the wrong days.

·   16304548

In Close Manager, when you create a custom attribute, you receive an "arrayindexoutofbounds" exception.

·   16561760

In Close Manager, when you create schedules from a template, the Year and Period fields revert back to the default values when you select a different tab.

·   16563637

In Close Manager, multiple items are deleted when only one is selected.

·   16636043

In Close Manager, Report Binder Generation takes longer to process.

·   16672583

In Account Reconciliation Manager, Report Binder does not include all attachments.

·   16680555

In Close Manager, when you import tasks with a group as a viewer role in LCM, you may receive an invalid user error.

·   16739579

In Close Manager, the import fails for a schedule deployed from a template with an external predecessor.

·   16749691

In Account Reconciliation Manager, you can delete only 1,000 profiles at once.

·   16755351

In Account Reconciliation Manager, reviewers cannot view all the comments entered by preparer.

·   17177708

In Close Manager, Task import incorrectly sets the user if only the first name is specified.

·   17185042

In Reconciliation Manager, Data Load does not support the recalculate option.

·   17298151

In Reconciliation Manager, Data Load stops responding in the postprocessing phase.

·   17299904

In Reconciliation Manager, Template/Schedule export files do not open in Microsoft Excel.

·   17504281

11.1.2.3.101 backport NLS: Date format does not follow locale correctly in report binders.

·   17628736

In Account Reconciliation Manager, performance issues occur in Filters.

·   17628781

In Account Reconciliation Manager, performance issues occur when applying Balance Filters.

·   17749047

In Account Reconciliation Manager, when email notifications generate a URL link, the notifications do not use the correct registry node.

·   17758614

In Reconciliation Manager, for closed periods, a change in balance keeps the reconciliation with the reviewer instead of going back to the preparer.

·   17905103

In Close Manager, BI Dashboard does not have the ability to export all Schedules.

·   17937384

In Close Manager, when email notifications generate a URL link, they do not use the correct registry node.

·   12712242

In Close Manager, tasks on the days assigned to the prior days before the reassignment of the close day within the Date Map get mapped to the wrong days.

·   16304548

In Close Manager, when you create a custom attribute, you receive an "arrayindexoutofbounds" exception.

·   16561760

In Close Manager, when you create schedules from a template, the Year and Period fields revert back to the default values when you select a different tab.

Financial Management

·   16282721

HFM procuess control show invalid intersections for new applications.

·   16687844

Journal reports display a security class error.

·   16807542

Entities in Metadata Manager inherit properties of promoted entities.

·   16909105

You cannot open a duplicated EPMA application.

·   16929473

Process control validation status shows Pass for nonzero validation accounts.

·   16934992

Web forms do not respond after you add a tenth row.

·   16935089

A consolidation error occurring under certain circumstances in the DataCubes object has been addressed.

·   16935103

Extended analytics data extract does not store the parent/child relationship.

·   16935159

Journals do not retain the created by, date created, approved by, or date approved fields.

·   16935186

Smart View displays an incorrect parent member for a hierarchy.

·   16935224

A Web Form does not open if the user does not have access to a dimension.

·   16940303

After upgrading to 11.1.2.3.000, some data grids fail to open.

·   16940332

The ICP matching report does not save correctly.

·   16940353

You cannot access Ownership Management when you select any parent member in Entity dimension for EPMA applications.

·   16940389

A linked form does not retain the Entity POV when a dynamic entity member list is used.

·   16940414

Grids do not open after migrating to 11.1.2.2.302, because of a space in the Custom Dimension label.

·   16940448

An error that occurred in the application from Consolidation Administration was fixed.

·   16940739

An issue with reports using the HFM function "Period Current POV" and more than two dimensions in a row was fixed.

·   16940748

IC transactions cannot be loaded without a transaction date.

·   16940804

An error occurs in the Data Sync process, and query processing does not complete.

·   16940824

Users cannot see consolidation status under Running Tasks when the consolidation is run by another user or admin.

·   16940838

A web form does not open in Smart View when a space is used as the thousands separator.

·   16940846

The Star schema does not update with EPMA-enabled applications.

·   16954962

Performance issues occur when displaying large web forms.

·   16970712

Web forms do not work with Contribution Total.

·   16978286

Errors occur when connecting to the server, because of the heap size.

·   16984993

Load security does not work for active directory users.

·   17012789

The system does not display warnings when users start overlapping consolidations.

·   17016976

Opening an HFM application causes an HFM web teir out-of-memory error.

·   17018571

The Override report definition overrides the POV defined in the report with the POV selected at the time of override.

·   17031544

In data grids, the row height of the second row is incorrect after a data load.

·   17037749

You cannot add new line item detail after clearing data.

·   16623162

Data form cell validation fails under certain circumstances.

·   17044437

When you select to translate multiple cells in data forms and grids, the translation process does not complete.

·   17051549

The Consolidation process does not complete when you clear ownership data.

·   17051669

You cannot open large data forms.

·   17054410

You cannot sort unposted IC transactions.

·   17059569

In data forms, the POV from the main form is not passed to the linked form.

·   17061388

ICT report options displays only 25 security classes.

·   17067413

The HFM expand tasklist returns an ADF error.

·   17068440

Data displayed in the cell properties and displayed data are not the same.

·   17086530

Manage process options are unselectable in process control.

·   17164123

The ICP report popup window does not contain the Scaling and Suppress Custom options.

·   17173736

You cannot delete or post created journals from the HFM application.

·   17177527

You cannot view or extract cell text in 11.1.2.3.000 applications.

·   17214094

Extented analytics extracts are incorrect when run from taskflow.

·   17263496

You cannot save data forms in 11.1.2.3.000 applications.

·   17277626

An error occurs when you open data forms in Smart View if you use the override and cell text options.

·   17346611

Running FR report causes HSV datasource to run server out-of-memory Droid error.  

·   17349011

When calculating in Smart View, the error "The POV selected for this function is invalid" is returned.

·   17349791

Error in grid XML: Each dimension must be used once and only once.

·   17496367

Journal member tool tip does not display the description.

·   17508275

You cannot load data files with replace by security.

·   17511228

Selected journal fails to open. 

·   17614129

You cannot run the consolidation with function hs.con.

·   17621136

Consolidations run from process control grid overlap without warning. The ability to override (allow) the overlapping consolidations is also configurable with the ConfigOM.properties file using the ALLOW_OVERLAPPING_CONSOLIDATION_OVERRIDE = true setting. If this is set to false, you cannot continue the consolidation, and you must resubmit it.

·   17626979

Force calculate is missing when you choose multiple entities with different statuses. 

·   17702801

Rows with data are incorrectly suppressed if selecting "suppress no data" in WDEFs.

·   17707702

Journals are not displayed after you click the Refresh button.

·   17715204

When selecting "entity details", receive error "invalid dimension encountered."

·   17716404

ADF error when expanding tasklists.

·   17758311

Extended analytics extracts not correct when run from task flow.

·   17758845

Extract data screen does not display correctly.

·   17782756

Consolidation aborts with ADO error.

·   17783184

Process control shows invalid intersections even for new apps created.

·   17848012

You cannot edit entity member in WDEF.

·   17707702 

The Journals screen goes blank when you click the Refresh button.

·   17874444

Non-admin users cannot view audit information.

·   17880737

Journal data of value members not specified in the POV are extracted by extract journals.

·   17888753

Suppress rows options do not work in WDEFs.

·   17911845

You cannot delete orpost the created journals when the journal ID contains a colon (:).

·   17911871

When opening journals past row 100 in the UI, incorrect journal is opened.

·   17921786

When calculating in Smart View, you receive the error "The POV selected for this function is invalid.

·   17922756

Receiving "Unknown Error" when attempting to consolidate data with FDM drill through.

·   17935334

It is not possible to post ict with more than 100 lines.

·   17944158

Running large FR report causes server out-of-memory error.

·   17944170

In web grids, the force calculate option is missing when choosing multiple entities with different status.

·   17944180

Bad POV stored in userparams table causes HFM web tier out of memory error when opening an application.

·   17944188

When period view is "ALL" in process control, manage process options are unselectable.

·   17950902

Smart View refresh returns the error "Error in Grid XML Each dimension must be used once and only once."

·   17961272

Non-admin users cannot view task audit information.

·   17966296

Journal member tool tip does not show the description.

·   17966335

The hs.opencelltextunit function fails even when the POV parameter has a sypw string.

·   17972548

HFM cell options for data grids (source and destination transactions) do not work correctly.

·   18015098

The hs.opencelltextunit function fails even when the pov parameter has a sypw string.

·   18042944

Cell options for data grids do not work.

Financial Reporting

·   17212796

·   Export of Financial Reporting report in query-ready mode with text or formula is not working.

·   17235482

·   Changing the POV in PDF preview may collapse the layout and cause overlapping girds in an FR report.

·   17258048

·   The 11.1.2.3 Schedulebatch.sh is missing as part of the AIX and Exalytics server-side install

·   17270949

·   A complete book in PDF that contains external documents (e.g. PDF, Excel, Word) results in alignment and other formatting errors.

·   17297992

·   Ability to change font style of table of contents subtitles.

·   17322781

·   Report performance issues for reports retrieving attributes for a large number of members against an Essbase data source.

·   17444235

·   Member indentation is lost when exporting report to MS Excel in fully-formatted mode.

·   17463134

·   A text box overlaps with a large grid in a Financial Reporting report.

·   17464409

·   Pressing Alt+Tab causes the system to stop responding when Financial Reporting Studio member selection is open on a Windows 7 64-bit client machine.

·   17482392

·   Exported FR reports to Excel should be in one worksheet instead of multiple worksheets.

·   17495670

·   Functions in bursted output labels - BatchPOVMember and BatchPOVAlias do not retrieve the POV dimension member that is specified in the function.

·   17529326

·   An image in a FR report is displaying as very large in PDF preview.

·   17529671

·   When running a book of multiple reports multiple data source sessions are being created

·   17540329

·   Some reports do not display the image/logo correctly in an imported report from an older version of FR.

·   17694583

·   In a budget book output the report name and a node are being displayed in the Table of Contents in static HTML output.  This behavior was changed in 11.1.2.3 to match the PDF TOC.  To revert the behavior to pre-11.1.2.3, change the following new JConsole setting: HTMLBookTOCMultiplePOVGrouping = false

·   17735972

·   Exporting FR reports to MS Excel displayed in multiple worksheets.

·   17777575

·   HTML reports are not displayed correctly on Android mobile devices.

·   17871040

·   Customizing the font for the TOC in a complete book in PDF is not being honored

·   17882017

·   Alphanumeric values in the cell turned to numeric after export to Excel fully formatted

·   17887439

·   Unable to format with bold/italic "Russian" characters in an FR report

·   18010075

·   Reports with merged column headings add XML code to batch HTML output.

·   18117287

·   Microsoft Word documents do not display in complete book in PDF w/FR on Linux

·   18117706

·   When Bursting FR reports to snapshot output incorrect values are returned when an Attribute dimension is included in the report design

·   18157624

·   Export to Word repeats first page in all pages

Installation and Configuration

·   16561469

Deploy to SOA task fails in a mixed-domain environment.

·   16605600

The reregistration script fails during Reporting and Analysis configuration.

·   16614312

Register HFM adapter task fails for FDMEE.

·   16666303

Async queues are missing for Financial Close managed server during 11.1.2.2 to 11.1.2.3 upgrade.

·   16693955

Configure Framework Services task fails on the first run and is done on the second run.

·   16701922

Deploy to SOA task sets the wrong listen address for Foundation Services.

·   16749026

Remove target actions to Foundation Services.

·   16820256

Registry cleaner fails, with error "java.lang.reflect.invocationtargetexception".

·   16848252

Proxy web server is missed if default admin server host is changed.

·   16885434

Web Services Manager - Perl Module and MetaData Services - Oracle Web Services Manager targetting is not removed.

·   17276288

EPMA database configuration fails when Oracle 12c is used as db-12c.

·   17509625

Package latest 11.1.1.7 PDF common folder files.

·   17658592

Need to deploy Jersey shared library to WebLogic before deploying HFM EAR.

·   17658654

Need to deploy Jersey shared library to WebLogic before deploying Planning EAR.

Planning

·   14158769, 17720203, 17858754

You might not be able to launch a Financial Reporting URL from a Planning task list in Firefox.

·   16677644

When data forms are opened for viewing or editing dimensions in rows are incorrectly ordered if multiple dimensions are used in the Row design and attributes are selected for one of the row dimensions.

·   16764467, 16913598, 17355869

If a runtime prompt has limits defined using Essbase functions invoking member selector at runtime does not return members.

·   16913076

Selected member may not be shown in the member selector when you click to change the dynamic user variable defined in the data form.

·   16913102

All dimension members are not available during ad-hoc analysis if you do not have at least read access to parent members.

·   16913124

For data forms with the Allow Multiple Currency per Entity option enabled, the currency code is not displayed in Smart View.

·   16913183

When launching business rules, the Runtime Prompt member selection dialog box may not display the correct members if access on these members was assigned through the Import Security utility.

·   16913219, 16913229

Shared members of type smartlist may not be displayed correctly in data forms.

·   16913524

After migrating a Workforce Planning app from 9.3.3 to 11.1.2.3.000, navigating to workforce only enabled dimension in dimension editor returns an error.

·   16913544

When drilling from Planning to FDM, the landing page shows the first cells drilled data regardless of current drill-through source, resulting in an incorrect landing page.

·   16913653

Numeric strings entered in a cell having a data type of text are redisplayed with commas when the data is saved.

·   16913671

Changing to basic mode for a Planning application using workspace in non-ADF Mode in SiteMinder SSO-enabled environment may not work.

·   16913678

When accessing Planning in non-ADF mode in Firefox, you cannot edit text data in data form when cell has more than 1,024 characters.

·   16913698, 17870760

If you add or change a UDA and then save from the Member Properties tab (not the UDA tab) the UDA changes are not saved, and existing UDAs are removed.

·   16913719

Search for member in dimension editor does not work unless a row is selected.

·   16914826       

PUH promote or other approval actions fails if an application has non reporting currencies in it

·   16914843        

If same rule is attached to multiple forms in a composite data form, from Smart View, it only launches it once.

·   16917802

In ADF mode, you cannot enter multiple lines of text in a data form cell of type text.

·   16924171

In ADF mode, Page member selection in data form is of fixed width and does not dynamically resize to fit the width of member or alias.

·   16924797

The future year compensation calculation rule fails for existing employees.

·   17165597

Trying to open some of the Project Financial Planning reports returns errors.

·   17348625

Support is needed for the migration of Essbase data for the Planning application using Lifecycle Management.

·   17451217, 17668814, 17961147

When you launch a business rule that contains a runtime prompt, the Launch button may not be easily visible.

·   17472127, 17053140, 17514239

After adding comments into a cell in data form in a non-English locale, when you open the comments window, the comments text is garbled.

·   17529850        

In the Outline Load Utility, the selection for Attribute dimension is missing in the Dimension drop-down for export metadata to flat file.

·   17668504, 17668591

If the promotional path contains multiple groups, and you are a member of more than one group in the promotional path, you may have access to approve at inappropriate locations in the promotional path.

·   17668610

RTP of type cross-dimension shows user variable names instead of member name.

·   17668634

You cannot copy data from spreadsheet to a Planning data form in the Firefox browser.

·   17668645, 17668805

Supporting Detail is not displayed properly when comma is selected as the thousand separator.

·   17668662

Users having View role cannot see Version and Scenario members in the Manage Approvals screen.

·   17668672

When Planning data forms are opened in multiple worksheets in Smart View, use members on form during rule launch may not work.

·   17749501, 17967768

Supporting detail cell value does not allow more than 10 digits.

·   17858754

Calling a FR report from Task list does not work if workspace and FR URLs are different.

·   17890983, 18035938

Business rules drop-down on th eTask list creation screen is empty although valid rules are present.

·   17921082

In cases where a data form contained Data Validation Rules and columns or rows were removed after creating such rules using LCM to migrate the data forms, the cell position displayed in the Data Validation Rule Builder was incorrect. Note: This patch must be applied on both source and target system. After applying patch, data forms must be exported and imported again.

·   18003733

If you change a page member from the drop-down in the grid and try to navigate to a different page, a warning pop-up is not displayed.

·   18007373

In workforce planning applications, Workforce Tax Calculation does not work for Transfer Associates in the same year.

·   18059755

In manage approval screen, the Display My Planning Units filter does not work for groups.

·   18059766

Security filters created on shared members are lost when you run refresh database subsequently without selecting the shared members option under security filters. Note: Run security filters with the shared members option enabled at least once after applying the patch.

·   18070174

When the column dimension is hidden, the column size does not fit the cell content.

Public Sector Planning and Budgeting Applications

·   16707138

Incorrect approval status while approving the changes for an existing position.

·   16745901, 17655008

If the leaf member is not part of the PUH, view allocated expenses is not populated, and message displays: "No salary expense is calculated for the allocation."

·   16951348       

FICA maximus are not enforce when the fiscal year intersects wtih calendar years.  

·   17250615       

“Start From First Increment Cycle” option is not honored when performing step increments, if the business rule start is in the future from the increment cycle start date.

·   17269766, 17499400

Decision-package reports screen does not list scenarios or versions for non-administrator users.

·   17290126, 17552364, 17654476

Performance issues occur with calculating Total Compensation business rule.

·   17305286

You cannot delete ASO application from Hyperion Planning web.

·   17310009, 17313873, 17494544

Error is return when you try to copy decision packages and version if your application contains an ASO plan type.

·   17498977       

The Copy Decision Package operation does not copy data values if the Decision Package and Budget Requests were created for nonleaf entity members and data existed for leaf level members. Additionally Budget Request names are not properly displayed in the copied to Decision Package.

·   17514703       

Decision Package approval status includes parent entity is not selected in Planning Unit Hierarchy (PUH).

·   17544510

Total taxes do not calculate for a Public Sector Planning and Budgeting application.

·   17564935       

You cannot open Decision Package Reports when the Planning Unit Hierarchy does not include level-zero members.

·   17837575       

Benefits and taxes are not calculated after load data from EBS.

·   17891284

When adding multiple rollup members for a Decision Package type, the second member causes the rollup Amount in the shared baseline DP/BR to disappear when you do not have security access to any members in the second rollup.

·   18016790, 17342692

When creating a Decision Package rollup in a PSPB application with an internal ASO plan type, you may receive an ADF error. Note: When creating a Decision package Rollup against ASO cubes, please ensure that "Map Reporting Applications", where mappings have been defined between BSO and ASO cubes, are selected for Decision Package Type.

·   18028526, 17436775

When applying default compensation elements, only one nonsalary element from each element type (benefits, additional earnings, and taxes), is populated while creating a new position or pull elements in existing position.

·   18030575

If leaf level members are not part of PUH, then these members are not available for selection in page drop-down for various data forms; for example, "Mass Update of Element Values for Positions and Employees."

·   18190892

For a Filled position and employee assignment loaded from HR, reducing the existing employee assignment FTE and the existing position FTE by the same amount, causes Occupancy Status to display as Vacant and populates available vacancy FTE.  After the fix, Occupancy Status remains Filled and available vacancy FTE remains 0.

Profitability and Cost Management

·   15879378

Lifecycle Management (LCM) for stages does not support driver dimension definitions with spaces in the dimension name.

·   16163536

When an application is created via Profitability and Cost Management Application Manager using the Duplicate feature, its dimension member UDA and Attribute associations were not included in the new copy.

·   16439312

With Oracle HTTP server with an embedded WebLogic application server, when you imported a file with no artifacts (a 0-byte file) using Lifecycle Management (LCM), the import would fail.

·   16783409

In Standard Profitability applications, in places like Stage Balancing and Trace Allocations, warning messages such as "The reporting database has not been updated with the latest calculation results" are often incorrect.

·   16838775

Source-balancing measures such as Idle and Overdriven are not being populated in the Source Stage Database for Detailed Profitability applications.

·   16887643

Enhancement: The calculation for Detailed Profitability applications creates a contribution reporting view in the relational database. The name for this view is of the form: HPMD_<application_name>_LEVEL_0_CONTRIB_V. This patch adds a new column called DRIVER_NAME to that view. This column contains the name of the driver used to perform the calculation for the current row.

·   16936038

Performance Enhancement: Calculation in Detailed Profitability applications utilizes several system-generated tables for intermediate processing and for reporting. This patch adds performance indexes for these tables to improve processing performance for calculations and reporting in Detailed applications.

·   17011775

In Detailed Profitability applications, the user-defined destination measures dimension is missing from the Contribution Database.

·   17351720

For Standard Profitability applications, an incorrect validation in the Stages screen prevents you from saving updates to a stage definition if a pre- or postscript was specified.

·   17469119

For Standard Profitability applications, Web Services calls to the clearASOCube API generate a null pointer exception error.

·   17783079

Backward compatibility of LCM Import of HPCM model artifacts is broken. When importing HPCM artifacts from 11.1.1.4-generated LCM files into 11.1.2.3, the dimensional metadata is deleted from the application.

·   17811823

For Standard Profitability applications, connection pooling can cause timeouts in calc script generation and execution.

·   17996397

For Standard Profitability applications, redeploying an application to Essbase using the Replace option can fail when attribute dimensions are present and members have been deleted from a base dimension.

·   18038320

When SSL is used and Smart View is launched from Oracle Profitability and Cost Management, the connection fails with a timeout error.

·   18043428

For Standard Profitability applications, a database index in the product schema is important for good performance of the calc script generation process. An optimization added in a previous release to automatically recreate and analyze that index interferes with concurrent executions for multiple POVs or multiple applications in the same instance, causing non-critical runtime errors in the calc script execution step.

·   18130534

For Detailed Profitability applications, calculation rules without a value for the Parallel Degree attribute were not able to be exported in LCM.

Reporting and Analysis Framework

·   17934504

The Interactive Reporting link control does not function for Financial Reporting.

·   17934458

Interactive Reporting Studio an error is returned when you click to browse repository from link.

·   17925894

Variable date filter does not work with column data type date.

·   17925873

Last of previous month for job does not end at 11:59pm.

·   17773050

Consolidated job status shows incorrect next run date.

·   17773023

Changing build file to add usageobjectmapping.xml to foundation.jar.

·   17757795

SQR production reporting data sources does not show connection name for Oracle.

·   17739531

LCM import of job parameters fails with error epmraf-31008 when importing in bulk.

·   17739528

Manage job schedules lists schedules owned by other users.

·   17739519

SQR HTML output generated from generic job displays incorrectly.

·   18026315

Request assistance to troubleshoot "loading the module 'wksp.relatedcontent' failed" when attempting to open an FR report in Smartview.

·   18079821

You cannot set variables in generic job application in Internet Explorer 10.

·   18081759

You cannot set connection parameters in production reporting database servers using Internet Explorer 10.

Shared Services

·   17256600

LCM utility fails to provision the correct instance of Essbase.

·   17799928

Retrieving OID groups returns LDAP 50 error.

·   17314566

Container bug for 11.1.2.3.001.

·   18106462

Deleted task flow is still displayed in the taskflow listing summary.

·   18301073

Schedules task flows stop executing after 8 hours.

·   16422969

Add option that allows user to delete all tasks at once.

·   16371588

Task flows do not launch executable .bat files with arguments.

·   17790161

Workflow engine error cannot get domain object properties using Firefox 24.

·   17577805

Request fix in Bug 17080264 to be merged with Patch 17314566.

·   17949173

Custom authentication module authenticates to an Oracle database 11.1.2.3.

·   17073594

You cannot create a new application in 11.1.2.3.

·   17707979

Login failure erros are returned in SQL server logs.

·   18085586

File system node displays nothing when ZIP file names start with numbers.

Web Analysis

·   16471824

You cannot open multiple Web Analysis documents in Web Analysis Studio.

·   16623948

Web analysis report layout changed after removing missing members.

·   16698256

Wa:wkspc:page control panel stops unexpectedly after using Export Excel wizard.

·   16743322

Negative almost-zero value such as -0.00000001 is rounded to -0.

·   16981792

Studio cannot open Web Analysis documents from Workspace if the document name contains mbcs.

·   17453391

Drill link fails is Essbase alias name contains multibyte characters.

·   17526730

Cumulative function returns incorrect value in Web Analysis report.

·   17567043

Calculation function in analysis tools manager options does not work for position.

·   17571847

You cannot see calculation definition in Web Analysis report.

·   17578437

Analysis tools manager -> calculation displays zero (0) value.

·   17592912

Computation does not display value when suppress missing row is enabled.

·   17838027

Position of calculation (subtotal) is inconsistent in the Web Analysis report

Workspace

·   12865271

When using Firefox browser, cannot log off after opening Financial Reporting report in PDF and Planning application.

·   14205202

New locale updates in maintenance scenarios should be automatic.

·   14646258

Parse the accept-language header in localization servlet filter.

·   16211631

Content tabs are missing in bidirectional text.

·   16447210

Internet Explorer: High contrast and Skyros, the status indicator stays busy and can disappear.

·   16463772

Text tails are truncated within data tables in the HPCM user interface pages.

·   16622463

EPMSERVER0: Error 00907 at framerwork.log error during logon bean initialization.

·   16914990

Firefox browser cannot load logon page after logging on as user with screen reader support.

·   17306272

Frame title is missing across Oracle Hyperion Financial Management screens.

·   17306284

Language attribute is missing from Oracle Hyperion Financial Management screens.

·   17518222

Caching directives should be added to files served from Workspace web application.

·   17615954

Using Internet Explorer 10, JavaScript error on logon with property "ERRORCODE" causes blank page.

Strategic Finance

·   17871359

Strategic Finance can return an error when opening the worksheet tab for some entities.

·   17903959

Adding a scenario causes Smart View to refresh all open reports.

·   17945963

Some entities from versions of Hyperion Strategic Finance prior to 11.1.1.00 had problems with the handling of the Actual scenario upon conversion to version 11.1.1.00 and beyond. 

·   17950515

Using the audit trail on a cell in a freestyle report fails if the cell has a reference to a time period from an aliased entity that does not exist in the current entity.

·   17982150

The import/export interface from Hyperion Strategic Finance to Hyperion Financial Management failed when the number of custom dimensions was not four.

·   18045013

An error occurs when clicking on Depreciation Scheduler dialog when there are no current depreciation schedules.

·   18083449

On standard reports inserted account rows do not appear in the correct location on the report.

·   18124672

The upgraded import/export interface to Hyperion Financial Management was not concatenating parent and child member names for the entity dimension causing existing maps and batches to fail.

·   18131111

After refreshing a report there is flashing as the active sheet changes.

·   18132161

If an accounts value is changed from the Input dialog, arrived at from the audit trail, if the calculation is called after the value is changed an error occurs.

 

Known Issues in this Patch

The following are the noteworthy known issues of this release.

Oracle Hyperion Calculation Manager

Defect Number

Known Issue

·   17643375

You cannot use the arrow keys to navigate in grids within Calculation Manager.  Use the tab key or click the next field into which you want to enter data.

·   17705026

When you are working on the Analysis Information tab, you can export to Microsoft Excel by clicking within the grid.  In the previous release of Calculation Manager, you right-clicked on the grid header to Export to Microsoft Excel.

·   17784180

After you create a script component, enter a caption for it, and save it, you may be unable to place the cursor in the Script Editor. Workaround: Click in the editor and press the Tab key, or try pasting some text into the editor. 

·   17799288

When you delete a business rule, it may not be deleted from folders in the Custom View.
Workaround: Refresh the Custom View.

·   17835427

During an import, if any business rule contains a runtime prompt variable of the type member, members, member range, cross dimension, or dimension, and the variable has a reference to a dimension that does not exist in your plan type, the variable is imported, but you receive warning message that the dimension does not exist. Also during import, if a template contains a design time prompt of the type member, members, member range, cross dimension, or dimension, and the design time prompt has a reference to a dimension that does not exist in your plan type, the design-time prompt is imported, but you receive warning message that the dimension does not exist.

·   17851179

When you right-click an object to access menus in Calculation Manager, the menus may not be displayed, and Internet Explorer menus may be displayed instead. For example, when you are using the debug feature, you must click to the right of the breakpoint to access the right-click menus.
Workaround: If the browser’s right-click menu is shown instead of Calculation Manager’s, try clicking to the right of the item, and Calculation Manager’s menu should display.

·   17922118 

When you drag an object into the Script Editor, the text may be pasted at the beginning instead of the current cursor position in the script.
Workaround: Copy the text from the first line and paste it to the required position.

·   17930545

In Calculation Manager views, business rule names with spaces display correctly with the spaces.  When you open a business rule whose name contains spaces, the tab on which the business rule displays does not contain spaces in the business rule name.

·   17981863

When you open the Print dialog to print an object and select the Generate PDF option, Calculation Manager displays the PDF, but may not close the Print dialog box after you close the PDF.

·   17983337

If you create a business rule, add a script component to it, type a simple script, select the script and delete it, you may be unable to type a new script.
Workaround: Select the Begin component and then the script component in the business rule flow chart.

·   17996290

The shortcut menu on the Errors and Warnings tab contains two options that are unselectable; these options should not be on this menu.

·   18003547

When you set the browser language for Internet Explorer 9 or 10 to Arabic (ar-ae), which is a bidirectional language, the expand icons, which display as pluses (that is, +) may not be displayed in the System View of Calculation Manager, and it may be difficult to expand the nodes in the System View.

·   18006063

If you have multiple unsaved objects open and try to log off of Workspace without first saving the objects, Calculation Manager prompts you to save all of the open items simultaneously.

·   18036393 

In Firefox, for auto suggest to list the functions, you must include a space before and after the entered characters. In Internet Explorer 10, you do not have to include the spaces. Sometimes after using auto suggest several times, it stops giving suggestions. Workaround: Click another component in the business rule, click the script component, and then auto suggest will show the list of functions.

·   18050764

Oracle recommends that you do not open more than 10 tabs within Calculation Manager for performance and memory optimization. If you open more than 10 tabs, errors may be generated.

·   18084441

If you are working in a Windows 8 environment, on an Internet Explorer 10 browser, the Member Selector, Variable Selector, Function Selector, and (for Planning users only) the Smartlist Selector may not work in a script component.
Workaround: Use the Firefox browser.

·   18086809

When the browser language is set to Arabic (ar-ae), any functions with members are displayed as ("FUNCTION("MEMBER@

For example: ("IDESCENDANT("Q1@ should be displayed @IDESCENDANT("Q1").

·    18087654

When the browser language is set to Arabic (ar-ae), after you enter values (such as members) for some dimensions in the POV of the Data Copy template, Calculation Manager may become unresponsive, and you may be unable to continue to enter values.

·   18091863 

If you create a business rule, drag a member range component into it, and type a member in the member range, the Member Selector, Variable Selector, and Reset Grid buttons may not work. Workaround: Click the button a second time; it should work as designed.

·   18117137

When you import for the first time into Calculation Manager using the Import icon in the menu bar

·   18125670

Certain operations in Calculation Manager may not automatically update the user interface of the current component.

·   18361719

If you are saving a rule in script mode or a rule that uses a script component

 

Switching Calculation Manager User Interface

If you experience performance issues in this release of Calculation Manager, you can switch from using Calculation Manager in Oracle’s Application Development Framework (ADF) user interface components to the 11.1.2.3.000 user interface components used in previous releases such as 11.1.2.3.000.

Note: WebSphere shared library files are not configured for Calculation Manager.  You must enable the Bindows UI for Calculation Manager to work on WebSphere.

To switch from ADF to Bindows in Windows:

1.    Run the following command:

<Middleware_Home>/user_projects/epmsystem1/bin/epmsys_registry.bat addProperty /CALC_MANAGER_PRODUCT/@BINDOWS_ENABLED true

 

Note:  The default for <Middleware_Home> is C:/Oracle/Middleware

2.    Restart the Calculation Manager server.

 

To switch from Bindows to ADF in Windows:

1.    Run the following command:

<Middleware_Home>/ user_projects/epmsystem1/bin/epmsys_registry.bat removeProperty /CALC_MANAGER_PRODUCT/@BINDOWS_ENABLED

2.    Note:  The default for <Middleware_Home> is C:/Oracle/Middleware

3.    Restart the Calculation Manager server.

To switch from ADF to Bindows in Linux or Unix:

1.    Run the following command from <Middleware_Home>/user_projects/epmsystem1/bin:

./epmsys_registry removeProperty /CALC_MANAGER_PRODUCT/@BINDOWS_ENABLED true

 

Note:  The default for <Middleware_Home> is $HOME/Oracle/Middleware

2.    Restart the Calculation Manager server.

 

To switch from Bindows to ADF in Linux or Unix:

1.    Run the following command from <Middleware_Home>/user_projects/epmsystem1/bin:

./epmsys_registry removeProperty /CALC_MANAGER_PRODUCT/@BINDOWS_ENABLED

Note:  The default for <Middleware_Home> is $HOME/Oracle/Middleware

2.    Restart the Calculation Manager server.

Tips for Using Calculation Manager in Skyros Mode

If there are performance issues with Calculation Manager in a Windows 8 environment on an Internet Explorer 10 browser,  you can use Calculation Manager in Skyros mode.

To use Calculation Manager in Skyros mode:

1.    In the System View, select User Preferences.

2.    For Available Skins, select Skyros. (The default is Use Default, which is BLAF.)

3.    Select the Apply for all users check box to make the selection you choose the default for all users of Calculation Manager.

Note: Although the Apply for all users check box can be selected by any user, Oracle recommends that only administrators use the Apply for all users check box.

If you are an administrator, and all of the users in your company use Internet Explorer 10 in a Windows 8 environment, then you can select the Apply for all users check box to use Skyros or Use Default (BLAF) mode for all users of Calculation Manager. If you are an administrator, and all of the users in your company do NOT use Internet Explorer 10 in a Windows 8 environment, some users may want to use the Default mode, and other users may want to use Skyros mode.

If you, as an administrator, select the Skyros mode and the Apply for all users check box, and, at a later time, a user selects the Default mode, then the user’s setting takes precedence for that user’s logon.

To determine which mode you are in (Default or Skyros), click the User Preference icon.

Note: Within a Calculation Manager script component or condition builder, the Member Selector, the Variable Selector, the Function Selector, and (for Planning users) the Smartlist Selector may not work in Skyros mode in a Windows 8 environment on an Internet Explorer 10 browser. Workaround: Use Calculation Manager on a Firefox browser.

Oracle Crystal Ball

Defect Number

Known Issue

·   17671973

Performance with Microsoft Windows 8 and Microsoft Excel 2013: Crystal Ball simulations running on Microsoft Windows 8 with Microsoft Excel 2013 can experience slow performance when Microsoft Excel is not run in the foreground.

Workaround:

1.    Select Run Preferences, then Speed, then Chart Windows, and then Suppress chart windows (fastest).

2.    Within Crystal Ball select Run Preferences, then Options, and then clear Show Control Panel.

It is also important to avoid activating a window manually while running a simulation.

 

Oracle EPM Mobile App

Defect Number

Known Issue

·   17927830

From Select Applications, if you select an application, then click Get Started, the date format is displayed in History in the U.S. English format.

·   17803853

In iOS, for any multiselect filter value, such as Phases in Financial Management or Status in Planning filters, the first selection is clear after you navigate to that filter.

·   17996687

In a Planning application, annotations may display HTML tags in History.
Workaround: Ignore the information within the angle brackets, for example, ignore <p> and </p> in the following annotation: 
<p> promote to user 5 </p> 

·   17997037

The action list is not refreshed when you scroll to the top of the page and pull down.
Workaround: In iOS, go back to the filters page and tap Done to refresh the actions page.

·   17817783

In EPM Mobile, when you configure a Financial Management application that is later deleted from Financial Management on the server, the application is still listed on the applications page. Workaround: Remove the application from EPM Mobile by going to the Settings page.

·   17824706

When a user configures the application and then taps Done, it can take time to finish processing the task. However, there is no visual indication that the task is being processed in the background. An indicator should be displayed until the actions complete. 

·   17949251

In Settings, when you tap "Forget this application", the application is removed from the client without any confirmation from the user. A confirmation message should display to allow the user to confirm before the application is removed from the mobile client.

·   18051311

In a Planning application, on iPhone, when a planning unit is frozen, and another user logs on and unfreezes it, the page is not updated on the screen.
Workaround: On the iPhone, you can go back to the filters page and tap Done to refresh the actions page. Or, go back to the home page and then open the same Planning application.

 

Oracle Hyperion Disclosure Management

Defect Number

Known Issue

·   18421627

When inside the Taxonomy Manager Dialog box, error messages can be hidden behind add, change, or delete Taxonomy subdialog box.

Workaround: Move subdialog box and click error message.

·   18363460

When inside the Mapping Tool, if it is not pinned to the right and you try to move the splitter bar to resize the inner panes your cursor will be stuck to the splitter line and you will have to close Office.

Workaround: Use the Mapping Tool pinned or resize the panels while pinned and then you can float the Mapping Tool.  Do not resize panels with splitter bar while unpinned.

·   13331834

In the Taxonomy Designer, dragging elements within the same tree may lead to duplicate elements being created in the Definition View. A duplicate tag is created when the desired behavior is to move the tag to a different location.

Workaround: Save and reopen the taxonomy, and then delete the duplicate elements. This issue does not occur in Presentation view.

·   13708796


Cannot create extension links in Taxonomy Designer in some cases. 

Workaround:

1.    On the taxonomy property panel: Click Linkbases (the "…" button).

2.    Expand the node where you added the extended link.

3.    Click the Extended Link that you already added.

4.    A "Default Link" is displayed instead of the name of the extended link.

5.    On the right side, change the "Role Name" to the name you created in Step number 3, above.

6.    Click "x".

7.    You should now see the Extended Link.

·   13770755

Cannot change an existing ID for an extended link through Taxonomy Designer.

Workaround:

1.    Open the taxonomy files and manually replace all the references for the extended link ID with the desired name.

2.    Note that this needs to be done in the "XSD" file and also in all other related taxonomy files (such as the presentation, calculation, and definition linkbase files) where the extended link ID is referenced.

·   13829667

Disclosure Management fails to remove dimension mapping for a grid cell on the Remove Mapping dialog box.

There are two types of Dimension mappings:

·   Data Source dimension mappings on a grid's column/row headers or cells

·   Dimensions attached to XBRL facts built based on primary concept mappings.

You can delete the first type of dimension using "Delete mappings  dialog".

You can delete the second type of dimension using the "Mapping Details" panel on "Review" tab of Mapping Tool UI.

·   13840681

In a clustered environment, the Essbase server name used by SmartSlice is different than FRDataSource.  When you create an APS connection to Essbase, the server name used by default is the cluster name.

Workaround: Click Advance Setup when creating an APS connection to ensure they match the server name used by Financial Reporting. To create this cluster/server mapping, do the following:

1. Run

<MW_HOME>/user_projects/epmsystem1/bin/upgrades/UpdateEssbaseServer.bat <hostName><clusterName>.

2. Run

<MW_HOME>/user_projects/epmsystem1/bin/upgrades/FRUpdateEssbaseServer.bat.

·   13899200

After a Schema Namespace is defined in taxonomy, you cannot remove it using Taxonomy designer.

·   13922381

In the Disclosure Management Taxonomy Designer, "xbrli" data types are not shown in the Properties drop-down list.

When authoring a taxonomy that uses data types in the "xbrli" namespace, Disclosure Management Taxonomy Designer (TD) may not show them in the Data Type property dropdown list. In release 11.1.2.3.500 of Disclosure Management, Taxonomy Designer does not recognize all data types defined in the "xbrli" namespace by default.

The complete set of data types defined in the "xbrli" namespace that are designed for public taxonomies can be found online at:

http://www.xbrl.org/2003/xbrl-instance-2003-12-31.xsd

To change the data type use for taxonomy extensions, set the <Enabled> element to have a value of "true" in the following <DataType> element declarations in the "XBRLMetadata.xml" file located under XBRL the Taxonomy Designer installation folder.  (This file is typically located under: c:/Program Files/Oracle/Disclosure Management/XBRL Taxonomy Designer metadata/):

<DataTypes>

     <DataType>

          <SortOrder>38</SortOrder>

          <XbrlItemType>normalizedStringItemType</XbrlItemType>

          <Name>Normalized string</Name>

          <SubstitutionGroup>xbrli:item</SubstitutionGroup>

          <SampleData>Now is a normalized string.  Note the trailing space

</SampleData>

          <BaseType>normalizedString</BaseType>

          <Documentation>Derived from string.  All whitespace characters

(tabs, carriage returns, line feeds) will be converted to space characters;

all multiple spaces will be converted to a single space. See XML Schema Part

2, Section 3.2.</Documentation>

          <Enabled>true</Enabled>

          <NumericContext>false</NumericContext>

          <XBRL21>true</XBRL21>

          <XBRL20>true</XBRL20>

          <XBRL10>false</XBRL10>

          <Image>String</Image>

     </DataType>

</DataTypes>

Note that the sort order might be different by customer depending on the number of <DataType> elements already defined.

The enabled data types are available after restarting the Taxonomy Designer.

·   13932507

You cannot remove a schema namespace from a taxonomy.

When authoring an extension taxonomy that references taxonomies by namespace, the Disclosure Management Taxonomy Designer (TD) may not remove all the generated namespace declarations automatically from the extension taxonomy after the user removes a reference taxonomy using the Referenced Taxonomies dialog box.

 In Disclosure Management, the taxonomy author may need to manually edit the generated XBRL outside of Taxonomy Designer to completely remove all the namespace mappings associated with the removed reference taxonomy.

To remove a namespace mapping from the extension taxonomy schema file (typically this is the file that ends with *.xsd):

1.    Open the extension taxonomy schema file in any text editor.

2.    Search for the extra namespace mapping that identifies the schema that has already been removed in the Referenced Taxonomies dialog box. 

For example, the "nonnum" taxonomy has the namespace mapping:

xmlns:nonnum="http://www.xbrl.org/dtr/type/non-numeric"

3.    Delete this line.

4.    Save the .xsd file.

The next time the extension taxonomy is loaded into the Taxonomy Designer, the taxonomy reference (for example, "nonnum" taxonomy) should be omitted from the Referenced Taxonomies dialog box.

·   14176312

The wrong error is shown in the validation user interface for "Normalized string item type".

Workaround:  The error occurs when the mapping does not have an associated XBRL context. To resolve this problem, map the value to a context and revalidate.

·   14261515

When applying Autofit to contents in a table of a function grid, the Autofit formatting is lost when refreshing the doclet in the Master Document.

·   14365702

Overlapped "Session Expired" popup window shown when the export dialog box is open.

Workaround: Press the Enter key on the keyboard to dismiss the "Session Expired" popup window.

·   14557535

OFFICE 2010: Column formatting is lost when adding Word Doclet for EDGAR Output.

Workaround: Add a section break in the start and the end of corresponding doclet.

·   14592980

You cannot download Taxonomy Designer Installer.

Workaround: Copy the installer file (Setup.msi) under

<ServerDrive>/Oracle/Middleware/EPMSystem11R1/common/epmstatic/wspace/disclosure_mgmt/taxodesigner

·   14611178

Overlapped cells in Excel can change the width of a column in the Master Document.

Workaround: Split the content of the overlapped cells in to separate cells. 

·   14622549

You cannot insert a function grid using private connection in some cases when connecting to a different Smart View and Shared Services environment.

·   14641285

If a Doclet contains a table with a variable mapping in the first row you could receive an add exception when adding Doclet.

Workaround: Place a space before the table or the text in the cell.

·   14646681

Cannot create a reference variable for an image with text wrapping without using Text wrapping set to "In line with text".

Workaround: Set the text wrap option for the image to "In line with text".

·   14666978

Excel Doclet bookmark expands unexpectedly in Master Document

Workaround:  Make sure that a table imported from an Excel doclet contains at least two cells.

·   16068596

Ambiguous dimension structures can produce unexpected context associations.

In some cases a taxonomy can be defined where the same dimension member appears in two or more axis within the same extended link. While this is not common, this pattern has been seen in some taxonomies, and it produces unexpected context associations when an instance document is generated. 

·   16166628

You cannot perform mapping on a Smart View data point after formula update.

Workaround: Press Alt+F9 to edit instead of menu "Edit" field dialog box.

·   16184557

You cannot remove mappings with the "Review" tab from a Doclet with a data source grid after it is added to the Master Document.

Workaround: Remove mapping from the "Concept" tab instead of the "Review" tab.

·   16191210

Link text is doubled in the Master Document.

This issue happens only when there is a hyperlink at the end of the word doclet and there is no space or any text after it; for example, the end bookmark for doclet and the variable mapping coincide.

Workaround: Add a space after the link.

·   16249022

Link mapping is not evaluated during Export/Import from PSU300 to PS3.

The link mapping remains in placeholder mode. This issue is encountered in Excel doclet. Link mapping is evaluated successfully in Master Document as well as in the Word doclet.

·   16303807

A static variable can remain in the Master Document after deleting the doclet causing an error if you re-add the same doclet.

Workaround: Delete the same existing static variable in Master Document before inserting doclet again.

·   16362561

Table autosize property can produce undesired HTML output.

Workaround: Format the cells in the Excel worksheet the way you want to see them in the EDGAR HTML output.

·   17004579

Extra Panels are displayed when reopening a DM Report in MS Office.

Workaround: Close the extra tab that is not needed.

·   17080681

Click the Help button. Message: "We're sorry, the page you requested was not found."

·   17018518

"HypOfficeAddinManager::selectReport" message when opening IR or Web Analysis in Smart View 11.1.2.5.

·   17156808

Cannot attach concept mapping on FR function grid with Firefox 22.

·   17457449

Cell level data source tagging in the doclet can disappear when refreshed after a grid POV change in FR Report Studio.

·   17503111

Missing Hyperlinks in generated IXBRL for Word Table of Contents.

Workaround: Use DM Reference variables instead of Word Table Of Contents.

·   17516688

Cannot import a report if the report path is greater than 256 characters.

Workaround: Create a report path of fewer than 256 characters.

·   17768126

In Word 2013 only, Refresh All might fail if the following options are enabled:
You have open email attachments and other uneditable files in reading view or you Show the Start screen when this application starts.

To disable these settings, go to File, and then Options. On the General tab,
toward the bottom of the screen, look under Start up options.

Also, situations occur where the arrangement of the doclet might get changed after Refresh All. It may also occur that even after rearranging, the order might not be the one requested.
Workaround: Refresh the doclet above and below the doclet that you want to rearrange. After refreshing, rearrange again.

·   17791799

Incorrect Taxonomy name is displaying in Mapping Tool UI.

Workaround:  Close Word and reopen the report.

In Office 2007, on Windows XP, Windows 2000, or Windows 2003 SP2, you may be unable to generate XBRL instance.

This is a vendor OS (Windows XP SP3, Windows 2000, Windows 2003 SP2) issue as
described in Microsoft security update:

http://support.microsoft.com/kb/973904  

You can either use the patch provided in the article or try it yourself:
http://go.microsoft.com/?linkid=9706290

To unregister the mswrd632 converter, manually edit the registry as follows:

1.    Click Start, click Run, type regedit, and then click OK.

2.    Locate and then click the following registry subkey:

For 32-bit versions of Windows:
HKEY_LOCAL_MACHINE/SOFTWARE/Microsoft/Shared Tools/Text Converters/Import/MSWord6.wpc

For 64-bit versions of Windows:
HKEY_LOCAL_MACHINE/SOFTWARE/Wow6432Node/Microsoft/Shared Tools/Text Converters/Import/MSWord6.wpc

3.    On the Edit menu, click Delete.

4.    Click Yes.

5.    Exit Registry Editor.

This change will effectively unregister the converter and disable it for third-party applications and for Microsoft Office.  Microsoft Office will use its own text converters to open these kinds of files.

Why do I get the following patch conflict error message when running OPatch?

If the patch that you apply conflicts with a previously applied patch, you may receive the following error message when running OPatch:

Patch(es) <PreviousPatch#> conflict with the patch currently being installed (<NewPatch#>).

If you continue, patch(es) <PreviousPatch#> will be rolled back and the new patch (<NewPatch#>) will be installed.

If a merge of the new patch (<NewPatch#>) and the conflicting patch(es) (<PreviousPatch#>) is required, contact Oracle Support Services and request a Merged patch.

This error is returned when one patch attempts to update a previously patched file. When this conflict happens, you can either (1) roll back the previous patch and apply the new patch (this action might be appropriate if the previous patch was not critical) or (2) request a “merged patch” consisting of the new patch and the patch that it conflicts with. To request a merged patch, contact your Oracle Support representative. 

Why do I get the OUI-67078 warning message when applying OPatch?

This warning means that the patch being applied is a superset of a patch already on the deployment and the existing patch will be rolled back. The following snippet shows the context of this warning.

The following warnings have occurred during OPatch execution:

1) OUI-67078:Interim patch 12345678 is a superset of the patch(es) [77777777] in OH C:/Hyperion

-----------------------------------------------------------------------------------

OPatch Session completed with warnings.

How can I find out which releases and patches of EPM System products are installed in a deployment?

In EPM System Release 11.x, you can use the lsinventory command to OPatch to find the release and patches that are installed in an Oracle Home. For example, enter the following command on one line:

Windows:

opatch.bat lsinventory -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME>/jdk160_29

UNIX/Linux:

./opatch lsinventory -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME>/jdk160_29 –invPtrLoc <EPM_ORACLE_HOME>/oraInst.loc

I applied the patch successfully, but I don’t see the changes from the patch in the product. What should I do?

When patching an EAR file for an application, you may need to delete the cached files in the following folders in order to see the changes provided with the patch:

<MIDDLEWARE_HOME>/user_projects/domains/<DOMAIN_NAME>/servers/

<MANAGED_SERVER_NAME/tmp/

<MIDDLEWARE_HOME>/user_projects/domains/<DOMAIN_NAME>/servers/

<MANAGED_SERVER_NAME/cache

 

Detect Track Changes in Doclets and Import Only the “Final” Version with Markup (13735891)

The Track Changes feature in Microsoft Word can cause issues during the generation of an instance document and validation. Additionally, when the track changes feature is turned on in a Microsoft Word doclet, the master document imports the entire “change markup” that is embedded in the doclet.

During the validation and instance generation routines, this can be an issue. For example, if the “2” in the mapped value “123” is replaced by “4” (so the net value is “143”), the number with the “change markup” appears as “1423” in the instance document and is validated accordingly.

To avoid this behavior, select one of the following solutions:

1.    Disable Track Changes feature by selecting the “Accept all Changes” option and turning off the “Track Changes” option on the Review tab. This solution allows you to commit all changes and remove the markup permanently from the Microsoft Word doclet.

2.    Before generating an instance document or performing validation, ensure that the Track Change feature is changed from the “Final Showing Markup” (which is the default when a document is opened) to “Final”. Only the “Final” version should be imported into the master document.

Note that the second solution does not prevent the markup from being added to the master document. It only resolves the issues related to instance document generation and validation.

Unable to open Excel Doclet from Report Manager (17603010)

To fix:

1.    Open Excel (2007) Options.

2.    On the left pane, click Advanced.

3.    Go to the General section.

4.    Clear "Ignore other applications that use DDE."

Failed to Rearrange the Doclets in the correct order in the Master Document (17768126)

There are situations where the order of the Doclets may change incorrectly after a Refresh All or moving Doclets operation.

To fix:

Refresh the Doclet above and below the Doclet that you want to move.  After refreshing rearrange Doclet again.

Unable to generate XBRL instance in Office 2007 (17168882)

To fix, you can install either patch provided in the article:

http://support.microsoft.com/kb/973904

http://go.microsoft.com/?linkid=9706290

You can also change your Registry manually, but is not recommended. To unregister the mswrd632 converter manually, edit the Registry as follows:

1.    Click Start, click Run, type regedit, and then click OK.

2.    Locate and then click the following registry subkey:

For 32-bit versions of Windows:
HKEY_LOCAL_MACHINE/SOFTWARE/Microsoft/Shared Tools/Text Converters/Import/MSWord6.wpc

For 64-bit versions of Windows:
HKEY_LOCAL_MACHINE/SOFTWARE/Wow6432Node/Microsoft/Shared Tools/Text Converters/Import/MSWord6.wpc

3.    On the Edit menu, click Delete.

4.    Click Yes.

5.    Exit Registry Editor.

This change will effectively unregister the converter and disable it for third-party applications and for Microsoft Office. Microsoft Office will use its own text converters to open these kinds of files.  This is a Windows XP SP3, Windows 2000, Windows 2003 SP2 issue as described in Microsoft security update.

Taxonomy Designer Reports Errors on Loading of the Taxonomy (13816946)

When authoring a taxonomy that uses the 2009 Linkbase Role Registry (LRR), Disclosure Management Taxonomy Designer (TD) may report inadequate errors related to the "negated labels". In release 11.1.2.3.500 of Disclosure Management, Taxonomy Designer does not recognize all roles defined in the LRR.

The complete set of LRR roles are designed for public taxonomies and defined online: http://www.xbrl.org/lrr/lrr.xml

If a taxonomy extension uses one or more of these LRR roles, Taxonomy Designer might report inadequate errors on load related to negated labels. For example, the following errors may be reported:

Missing role definition for http://www.xbrl.org/2009/role/negatedLabel used on elementus-gaap:StockholdersEquityAbstract->us-gaap:TreasuryStockValue preferredLabel role of presentation arc

Missing role definition for http://www.xbrl.org/2009/role/negatedTotalLabel used on element us-gaap:IncomeTaxExpenseBenefitAbstract->us-gaap:DeferredTaxLiabilities preferredLabel role of presentation arc

http://www.xbrl.org/2009/role/negatedNetLabel used on element us-gaap:DiscontinuedOperationsAndDisposalGroupsAbstract->us-gaap:DiscontinuedOperationTaxEffectOfIncomeLossFromDisposalOfDiscontinuedOperation preferredLabel role of presentation arc

Because the US-GAAP taxonomy provides equivalent negated label roles, these errors can be avoided by replacing each LRR role with an equivalent US GAAP role in the taxonomy extension. The SEC will accept authoring of either label roles, according to the EDGAR Filing Manual v18 set of guidelines.

The following mapping of LRR negated label roles to US GAAP negated label roles can be used to correct the taxonomy extension:

LLR Negated Label

US-GAAP Equivalent

http://www.xbrl.org/2009/role/negatedLabel

http://xbrl.us/us-gaap/role/negated

http://www.xbrl.org/2009/role/negatedPeriodEndLabel

http://xbrl.us/us-gaap/role/negatedPeriodEnd

http://www.xbrl.org/2009/role/negatedPeriodStartLabel

http://xbrl.us/us-gaap/role/negatedPeriodStart

http://www.xbrl.org/2009/role/negatedTotalLabel

http://xbrl.us/us-gaap/role/negatedTotal

 

To change the taxonomy extension role use, complete the following steps in Taxonomy Designer:

1.    Add the following LabelRoles to the "XBRLMetadata.xml" file located under XBRL Taxonomy Designer installation folder.  (This file is typically located under:  c:/Program Files/Oracle/Disclosure Management/XBRL Taxonomy Designer metadata/)

<LabelRoles>

     <LabelRole>

  . . .

     </LabelRole>

     <LabelRole>

  . . .

     </LabelRole>

     <LabelRole>

  . . .

     </LabelRole>

     <LabelRole>

          <SortOrder>25</SortOrder>

          <Type>label</Type>

          <URI21>http://www.xbrl.org/2009/role/negatedLabel</URI21>

          <Name>Negated Label</Name>

          <Documentation>Negated</Documentation>

     </LabelRole>

     <LabelRole>

          <SortOrder>26</SortOrder>

          <Type>label</Type>

          <URI21>http://www.xbrl.org/2009/role/negatedTotalLabel</URI21>

          <Name>Negated Total Label</Name>

          <Documentation>Negated Total</Documentation>

     </LabelRole>

     <LabelRole>

          <SortOrder>27</SortOrder>

          <Type>label</Type>

          <URI21>http://www.xbrl.org/2009/role/negatedNetLabel</URI21>

          <Name>Negated Net Label</Name>

          <Documentation>Negated Net</Documentation>

     </LabelRole>

</LabelRoles>

 

Note that the sort order might be different for a customer depending on the number of labelRoles already defined.

2.    Add the corresponding role URI references to the label linkbase file (typically this is the file that ends with *_lab.xml). For example, add role URIs for negatedLabel, negatedTotalLabel, and negatedNetLabel:

<linkbase xmlns="http://www.xbrl.org/2003/linkbase"

xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"

xmlns:xlink="http://www.w3.org/1999/xlink"

xsi:schemaLocation="http://www.xbrl.org/2003/linkbase

http://www.xbrl.org/2003/xbrl-linkbase-2003-12-31.xsd">

. . .

. . .

  <roleRef xlink:type="simple"

xlink:href="http://www.xbrl.org/lrr/role/negated-2009-12-16.xsd#negatedLabel" roleURI="http://www.xbrl.org/2009/role/negatedLabel" />

  <roleRef xlink:type="simple"

xlink:href="http://www.xbrl.org/lrr/role/negated-2009-12-16.xsd#negatedTotalLabel" roleURI="http://www.xbrl.org/2009/role/negatedTotalLabel" />

  <roleRef xlink:type="simple"

xlink:href="http://www.xbrl.org/lrr/role/negated-2009-12-16.xsd#negatedNetLabel" roleURI="http://www.xbrl.org/2009/role/negatedNetLabel" />

Increasing Timeout Periods

Some operations such as XBRL/IXBRL generation, doclets operations, and report duplication, may take long to process, which may result in a timeout error message. To increase the timeout period, create the “WebServicesTimeout” string value in the Windows Registry under the key: “HKEY_CURRENT_USER/Software/Oracle/Disclosure Management”. Specify the value in seconds.  The default value is 180 seconds (3 minutes).

Disclosure Management Extension in Smart View (9914674)

Installation of the Disclosure Management Client is performed by the Smart View extensions automatic update feature. In the Smart View menu in Microsoft Excel, choose Options, and then select Extensions. Next select Check for Updates to download and deploy the extension. Before using this feature, be sure to uninstall the previously installed version of the Disclosure Management extension.

Showing All Arc Roles in Definition View (10312949)

To show all arc roles in the pop-up window of the Taxonomy Designer:

1.    In Taxonomy Designer, open the taxonomy and switch to the Definition view (View, then Definition, then show all arc roles).

2.    Open the extended link node where the dimension members will be added.

3.    From the Element list pane, find and select the dimension member that needs to be added.

4.    Drag the member to the appropriate node.

     A pop-up window titled "Select an Arc Role" is displayed.

5.    Select General to Special.

     Note that this arc role is temporary.

6.    Select the newly added item from the tree view.

7.    Switch to the element panel (on the bottom right corner).

8.    Expand the Selected Parent Link property.

9.    Select the Role property.

     A drop-down arrow appears next to "Special to General".

10.  Click the drop-down arrow and select the member-domain.

11.  Repeat as necessary for all dimension members.

Opening the Taxonomy Designer on an Win2003 64-BIT Japanese Operating System (10337852)

If you encounter an error opening the Taxonomy Designer on a Win2003 64-BIT operating system, it is possible that the "UBMAutomator_options.xml" file is corrupt, or there are invalid entries there in the XML file.

1.    Verify that the XML file is valid, and the value: 5,53 (line number, column number) is in this XML.

2.    In the In UBMAutomator_options.xml file, change:

   <ApplicationLocale>ja Japanese</ApplicationLocale>

   <DefaultLanguageCode>ja Japanese</DefaultLanguageCode>

to:

   <ApplicationLocale>en English</ApplicationLocale>

   <DefaultLanguageCode>en English</DefaultLanguageCode>

Retaining Changes to the xbrlData.properties File (11705045)

When an upgrade to Disclosure Management is made, the xbrldata.properties file is overridden with a newer version. Additionally, a backup copy of the previous version is created automatically with a .bak extension in the same directory as the new version. However, any custom settings from the previous version file are not merged or retained by the new version. If you have customized the previous version (such as the changing the proxy settings), you must reapply the changes to the new version manually.

Behavior change for applying context/unit/footnote (13720849)

Now it is possible to apply context/unit/footnote only on content that has already been tagged with an XBRL concept. This behavior does not relate to data-source mappings.

SEC Viewer files must be installed on the user's local drive (12632751)

Download and install the SEC Viewer files on your local drive.

EDGAR: Validation error when submitting HTML to EDGAR website (14752214)

The EDGAR validation website may show a validation error if a graphic is included in the test filing. When a graphic is included in the validation web site, the following error may be returned:

In [file_name.htm]: improper external reference (<IMG src="graphic_0.jpg">; Reference is improperly named).

This is a false error and will not cause the submission to be rejected.

Increase the JVM Settings of Disclosure Management Service (13881476)

JVM Settings for Windows installations are located in the Windows Registry

 under: HKLM/Software/Hyperion Solutions/DisclosureManagement <instance#>/HyS9Disclosure.

The settings are controlled by -Xms and –Xmx. Look for them in the JVMOption<NN> settings and change them to the recommended values.

JVM Settings for UNIX/Linux installations are located in:

Oracle/Middleware/user_projects/epmsystem1/bin/deploymentScripts/setCustomParamsDisclosureManagement.sh script

If your server has enough memory, consider setting your Max Java Heap size for the Disclosure Management application server to 1280 if 32-bit or higher if 64-bit.  Consider setting your Min Java Heap size to 512 up to your Max Java Heap size.

Increase the size Settings of WLS File Size (16814411)

This issue will occur only if taxonomy archive to upload is greater than 100 MB (default configuration for TM component).  To upload a taxonomy greater than 100 MB, increase the maximum WLS transfer and disk storage limitations for the TM feature as follows:

Increase MAX_SIZE  > 100 MB for both WLS UPLOAD_MAX_MEMORY and UPLOAD_MAX_DISK_SPACE

The Documentation field does not show GAAP Documentation (16901173)

To see documentation from external linkbases not already associated with a taxonomy, an entry can be added into the MappingTool.properties file.  To avoid a server restart after modifying the MappingTool.properties manually, open Taxonomy Manager and select the registration, resave, and the taxonomy with changes is reloaded at the time of next request from the DM client.

Error when loading multiple Taxonomies (17010814)

Refer to JVM settings above.

Hanging indents should be carefully used (14380973)

Hanging indents should not be used with bulleted and numbered lists. The hanging indent should also be removed before publishing to HTML.

Please refer to the “DM Document Formatting Guidelines.PDF” referenced above.

iXBRL Viewer Error - Full report is not rendered in the viewer (14711299)

Unzip the generated dmr iXBRL report and render the report with Firefox with the XBRL add-on.

The problem occurs only with Internet Explorer.

Oracle Hyperion EPM Architect

Defect Number

Known Issue

·   16310436

In Dimension Library, expand two member trees, select base member of the second tree and left click the first member tree to collapse and select it; now second trees base member is still not unselected and also its properties are loaded in the property grid editor.

·   16984252

In Dimension library, create a Hyperion Planning member with name % in it; % character gets redisplayed as .

Workaround: Rename the member to get back the % character; further member name gets displayed correctly in Hyperion Planning after deployment.

·   17229508

In 64-bit Microsoft Excel, file generator fails with error: "Compile error in hidden module; frmFlatFileGeneration."

·   17765670

Importing Lifecycle Management from 11.1.1.4.500 to 11.1.2.3.500 changes some dimension level and member level properties. The detailed information is provided in the Oracle Hyperion Enterprise Performance Management Architect, Administrators Guide. See the the section "Property Differences from Earlier Releases."

·   16863069

Lifecycle Management imported Essbase applications from 11.1.1.4.500 to 11.1.2.3.500 cannot deploy.

Workaround:

1.    Right-click the Essbase application from application Library and select Edit.

2.    Ensure that the application is displayed in Dimension Library.

3.    Right-click the application name and select Dimension Performance Settings.

4.    Sort the order of the dimensions and click OK.

Application deployment should succeed.

·   17963359

Transformation of classic to EPM Architect Financial Management application fails for the applications with security classes having underscore (_) in their names.

·   16468539

Validation tool in 11.1.2.3.500 may report an error: dbJDBCDriverProperty missed.

·   14761743

In Internet Explorer 9.x browser, grid editor with scroll bar shall have dislocation of rows and columns. 

·   16573845, 16554466

In Oracle Access Manager 11g, resources are protected by default, and they must be unprotected to enable processing flow and internal requests between components. Make EPM Architects functionalities work (for example, Import, File generator, Batch client).

·   18352945

EPM Architect incorrectly validates and prevents deployment of Financial Management applications, if shared member is preceding the primary member.

Workaround 1: In Dimension Library, right-click the common parent and "Reorder Children" such that primary member precedes the shared member.  

Workaround 2:

1.    In Dimension Library, right-click the shared member that is preceding the primary member.

2.    Select "Set as Primary" option.

3.    Validate and Deploy.

·         17027713

EPM Architect may fail because of Oracle database connection timeout. See the workaround immediately after this table.

 

Workaround for 17027713:

1.    Stop EPM Architect Dimension Server

2.    Navigate to BPMA_Server_Config.xml (<Middleware Home>/EPMSystem11R1/products/Foundation/BPMA/AppServer/DimensionServer/ServerEngine/bin)

3.    Take the backup of BPMA_Server_Config.xml

4.    Edit the logging configuration section of your BPMA_Server_Config.xml file so that debug-level messages will be logged to the Windows Event Viewer by changing the logging level from INFO to DEBUG see below.

<log4net debug="false">

      <!-- Define some output appenders -->

       <appender name="ConsoleAppender"

type="log4net.Appender.ConsoleAppender,log4net" >

       <param name="Threshold" value="DEBUG" />

         <layout type="log4net.Layout.PatternLayout,log4net">

         <param name="ConversionPattern" value="%d %m%n" />

       </layout>

      </appender>

       <appender name="EventLogAppender"

type="log4net.Appender.EventLogAppender,log4net" >

       <param name="ApplicationName" value="AWB_DimServer" />

       <param name="LogName" value="Application" />

       <param name="Threshold" value="DEBUG" />

         <layout type="log4net.Layout.PatternLayout,log4net">

         <param name="ConversionPattern" value="[%t] %-5p %m" />

       </layout>

      </appender>

       <appender name="DebugOutAppender"

type="log4net.Appender.OutputDebugStringAppender,log4net" >

       <param name="Threshold" value="DEBUG" />

         <layout type="log4net.Layout.PatternLayout,log4net">

         <param name="ConversionPattern" value="%X{processid} Thread ID: [%t];

%-5p %m" />

       </layout>

      </appender>

        <appender name="ODLAppender"

type="Hyperion.DimensionServer.ODLAppender,odl_appender_2">

       <param name="Threshold" value="DEBUG" />

      </appender>

       <!-- Setup the root category, add the appenders and set the default priority -->

      <root>

       <priority value="DEBUG" />

       <appender-ref ref="ConsoleAppender" />

      <appender-ref ref="EventLogAppender" />

       <appender-ref ref="DebugOutAppender" />

       <appender-ref ref="ODLAppender" />

      </root>

5.    Now add the following XML tags under </Data_Access_Layer> section of the BPMA_Server_Config.xml

<ConnectionPooling>

         <PoolingEnabled>true</PoolingEnabled>

<!--Connection Lifetime is the maximum life time (in seconds) of the connection.  Setting this to 0 disables it.-->

         <ConnectionLifetime>0</ConnectionLifetime>

         <!--MaximumPoolSize is the maximum number of connections in the pool.-->

         <MaximumPoolSize>100</MaximumPoolSize>

         <!--MinimumPoolSize is the minimum number of connections in the pool.-->

         <MinimumPoolSize>1</MinimumPoolSize>

<!--Controls the enlistment behavior and capabilities of a connection in context of COM+ transactions or System.Transactions. This setting must be either "dynamic" or "true".-->

         <Enlist>true</Enlist>

<!--The following 5 settings are specific to Oracle database  Connection Timeout is the maximum time (in seconds) to wait for a free connection from the pool.-->

         <ConnectionTimeout>15</ConnectionTimeout>

<!--HA Events enables ODP.NET connection pool to proactively remove connections from the pool when an Oracle RAC service, service member, database, or node goes down.  Works with RAC, Data Guard, or a single database instance.-->

         <HAEvents>false</HAEvents>

<!--Load Balancing enables ODP.NET connection pool to balance work requests across Oracle RAC instances based on the load balancing advisory and service goal.-->

         <LoadBalancing>false</LoadBalancing>

<!--PoolSizeDecrement (Decr Pool Size) is the number of connections that are closed when an excessive number of established connections are unused.-->

         <PoolSizeDecrement>5</PoolSizeDecrement>

<!--PoolSizeIncrement (Incr Pool Size) is the number of new connections to be created when all connections in the pool are in use.-->

         <PoolSizeIncrement>1</PoolSizeIncrement>

         <!--Validate Connection validates connections coming from the pool.-->

         <ValidateConnection>false</ValidateConnection>

         <!--The following 4 settings are specific to MS SQL Server-->

         <ConnectionReset>true</ConnectionReset>

         <LoadBalanceTimeout>0</LoadBalanceTimeout>

         <!--The following setting can be used to add any custom setting not covered by anything else.-->

         <CustomSetting></CustomSetting>

        </ConnectionPooling>

6.    Increase the ConnectionTimeout to some higher value say for example 60.

7.    Now start the Dimension Server.

8.    Go to event viewer, there should be an event which includes the entire connection string as per the changes that we did in step 4.

9.    Also make sure that the connection pool settings disappear if you remove the <ConnectionPooling> section from the BPMA_Server_Config.xml file and

10. Restart EPM Architect Dimension Server.

Oracle Hyperion EPM Workspace

Defect Number

Known Issue

·   17997937

On Windows 8, you cannot enter file name while saving a BQY file on the Interactive Reporting web client. In the Interactive Reporting Web Client, saving a file opens a dialog box that prompts for the name of the file. Normally, either the mouse or the Tab key can be used to move the focus to the file name field so that the name can be entered.

However, on Windows 8, clicking the mouse does not move the focus. Instead, use the Tab key to move the focus.

Oracle Hyperion Financial Close Management

General Financial Close Management Issues

Defect Number

Known Issue

11869333, 11922789

Financial Close Management forces WebLogic to check for JSP Pages. Internet Explorer 7/8.

9356443

Under certain heavy load conditions, a user session may stop responding when using Internet Explorer.
Workaround: Increase OHS: KeepAliveTimeout to 61 seconds.

14695470

The time zone of some countries has been changed; therefore, the time zone displayed is not correct.

 

Close Manager Issues

Defect Number

Known Issue

·   8921652

Status Chart and Overview portlets do not swap when you drag in Internet Explorer.

·   9761181

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

Defect Number

Known Issue

·   9491182

When you create a System Automated Integration Type, use an abstract WSDL when you generate mediators to remove the dependency of a Web service being available.

·   14780216

In Close Manager, when you open the alerts tab you receive a null pointer exception.
Workaround: On the Smart View Task Actions window, click Actions, and then Refresh before you open the Alerts tab.

·   16746240

If an open task is assigned to an external user who no longer exists in the directory, you cannot edit the task.
Workaround: Delete the task and recreate the task with a different user assignment.

·   16745794

When a user imports a schedule from a template using a time zone different from the server time zone, the start date and time are the same as the server, but should be the start date and time of the user.

·   14382235

When you use the Esc key in various manage dialog boxes, bad data or loss of data occurs.

·   18145661

In Close Manager, when you enter a value in the Number type task parameter, you get an Invalid Number error.

Account Reconciliation Manager

Defect Number

Known Issue

·   12962672

Oracle Hyperion Shared Services Account Reconciliation Manager and Close Manager submenus list both Account Reconciliation Manager and Financial Close Management roles.

·   14390242

Account Reconciliation Manager roles and application are not available if only the Account Reconciliation Manager module is installed.

·   18011051

Preparer of Reconciliation can import read-only standard attributes.

·   18019287

Commentators and viewers can be changed in a locked period, using the Add or Set User pane.

·   14368407

When you import a global integration token, which is dependent on a new attribute, the import fails.

·   15917071

Importing custom currency with replace all option fails with an array out of bounds error.

·   17981752

In the copy transactions dialog box, searching on attributes such as True/False and Yes/No shows no values in drop-down lists.

·   17981954

You cannot search/filter on amounts with "equals to" in copy transactions from prior reconciliation.

·   17995768

Preparers and Reviewers are able to delete Action Plan attachments and comments they do not own.

·   15856161

If a scheduled data load is set to run at the same time as another data load that references the same location is running, the second data load should not run.

This is in fact what is happening; however, an error message should tell you that there is a data load error. The error message is not visible in the Task Scheduler UI. It can be retrieved from the Account Reconciliation Manager logs under <MIDDLEWARE_HOME>/user_projects/<INSTANCE_NAME>/diagnostics/logs/arm.

 

Oracle Hyperion Financial Management

Defect Number

Known Issue

·   17457695 

When you run a consolidation using SQL Server 2008 R2, a deadlock error message occurs.

·   17347697 

The Equity Pickup report displays only 100 lines.

·   17346109 

When you select members, the searched member must be in view to add to selected members.

·   17333655

In Smart View, the refresh process does not complete if you have filter options set.

·   17270653 

In Smart View, an error occurs while opening data forms containing the Scalc function.

·   17197612 

A linked form displays an incorrect account member in the POV in Smart View.

·   16933934 

You cannot open web forms that contain a Turkish character in the name in Smart View.

·   17539767

Valid data is suppressed when the Suppress No Data option is enabled in data grids.

·   17559288

The Suppress option does not work properly in data forms when you use Add Member or Override.

·   17566739

Using a member list with the Override option does not work properly in data forms.

·   17575186

Smart View does not display more than 10 sub-tasklists.

·   17609466

Metadata members are not recognized in Calc Manager rules when you use an application with more than four custom dimensions.

·   17613709

When you select member lists in data forms, the member list does not include the top member.

·   17641084

The DataUnit.GetItemIDs2ExtDim function is not available in Calc Manager.

·   17649100

You may receive a violation of integrity constraints error when loading data in 11.1.2.3.100.

·   17696652

You cannot change the POV while running an ICP report from a task list in Smart View.

·   17706773

Users without the Load Excel Data role can still submit data using the HsSetValue function.

·   17711701

Users provisioned by a Shared Services group do not receive correct security access.

·   17722285

Members in data grids do not expand or collapse on the columns.

·   17763117

The Show Description option displays the description only for the member selected in the POV.

·   17768205

The validation process fails in Calculation Manager.

·   17793765

Filtering by entities does not work properly in ICT modules.

·   17803851

When you load Intercompany transactions, the Replace load method does not work properly.

·   17837767

In data forms, some rows with data are suppressed when you use a combination of suppression and override options.

·   17845080

The OpenCellTextUnit function does not work properly when Scenario, Year, and Period information is not provided.

·   17849988

In the Manage Intercompany Transactions module, you cannot set reason codes for partner transactions.

·   17857292

In Managing Intercompany Transactions, the edit process is inconsistent for the Pick Members option.

·   17888632

The linked web form displays incorrect cell styles if you use the @CUR.[BASE] function.

·   17985157

Journal reports display zero values for non-admin users' access to each journal.

·   18085894

HFM data form "Open in Smart View" icon does not work for a Japanese name.

 

Oracle Hyperion Financial Reporting

Defect Number

Known Issue

·   17212796

Export of Financial Reporting report in query-ready mode with text or formula is not working.

·   17235482

Changing the POV in PDF preview may collapse the layout and cause overlapping girds in an FR report.

·   17258048

The 11.1.2.3 Schedulebatch.sh is missing as part of the AIX and Exalytics server-side install

·   17270949

A complete book in PDF that contains external documents (e.g. PDF, Excel, Word) results in alignment and other formatting errors.

·   17297992

Ability to change font style of table of contents subtitles.

·   17322781

Report performance issues for reports retrieving attributes for a large number of members against an Essbase data source.

·   17444235

Member indentation is lost when exporting report to MS Excel in fully-formatted mode.

·   17463134

A text box overlaps with a large grid in a Financial Reporting report.

·   17464409

Pressing Alt+Tab causes the system to stop responding when Financial Reporting Studio member selection is open on a Windows 7 64-bit client machine.

·   17482392

Exported FR reports to Excel should be in one worksheet instead of multiple worksheets.

·   17495670

Functions in bursted output labels - BatchPOVMember and BatchPOVAlias do not retrieve the POV dimension member that is specified in the function.

·   17529326

An image in a FR report is displaying as very large in PDF preview.

·   17529671

When running a book of multiple reports multiple data source sessions are being created

·   17540329

Some reports do not display the image/logo correctly in an imported report from an older version of FR.

·   17694583

In a budget book output the report name and a node are being displayed in the Table of Contents in static HTML output.  This behavior was changed in 11.1.2.3 to match the PDF TOC.  To revert the behavior to pre-11.1.2.3, change the following new JConsole setting: HTMLBookTOCMultiplePOVGrouping = false

·   17735972

Exporting FR reports to MS Excel displayed in multiple worksheets.

·   17777575

HTML reports are not displayed correctly on Android mobile devices.

·   17871040

Customizing the font for the TOC in a complete book in PDF is not being honored

·   17882017

Alphanumeric values in the cell turned to numeric after export to Excel fully formatted

·   17887439

Unable to format with bold/italic "Russian" characters in an FR report

·   18010075

Reports with merged column headings add XML code to batch HTML output.

·   18117287

Microsoft Word documents do not display in complete book in PDF w/FR on Linux

·   18117706

When Bursting FR reports to snapshot output incorrect values are returned when an Attribute dimension is included in the report design

·   18157624

Export to Word repeats first page in all pages

 

Oracle Hyperion Interactive Reporting

Defect Number

Known Issue

·   17742334

Cannot install Interactive Reporting web client in Firefox 10; receive an error message.

Workaround:

1.    Open about:config in the Firefox 10 URL and set:

signed.applets.codebase_principal_support  to true.

2.    Set:

network.jar.open-unsafe-types to true to avoid "unsafe jar types" error.

3.    Also on the Firefox 10 client side, set Tools > Options > Security and either:

a.    Uncheck “Warn me when sites try to install add-ons”

or

b.    Add the workspace URL to the list of exceptions.

After following the above steps, you can install the Interactive Reporting Web Client for Firefox 10 and open .bqy files in Interactive Reporting Web Client correctly.

·   18075676

On Windows 7 and 8, using Internet Explorer 10, the Add Computed dialog box does not display the OK and Cancel buttons.

·   18075644

On Windows 7 and 8, using Internet Explorer 10, the Catalog pane overlaps the Section pane in the thin client.

·   18075590

On Windows 7 and 8, using Internet Explorer 10, the Content pane gets grayed out where the dialog box is displayed.

Defect Number

Known Issue

·   18078284

Interactive Reporting web client status is not detected and installed from 11.1.2.3.000 to 11.1.2.3.500.

Workaround:  Uninstall the 11.1.2.3.000 plug-in and then reinstall the plug-in to get the latest version 11.1.2.3.500.

 

Oracle Hyperion Financial Data Quality Management, Enterprise Edition

Defect Number

Known Issue

·   18084833

The Simplified/Traditional Chinese language setting is not maintained on the login page or language selection list using Internet Explorer 10.

·   18014889

A script error occurs when adding criteria values on the Complex Logic Criteria Window.

Workaround:

In Internet Explorer, disable the "Display a notification about every script error" setting in Tools, then Internet Options, and then Advanced. By default, this setting is disabled.

Type values in the Criteria value field on the Complex Logic Criteria Account popup.

 

Predictive Planning

Defect Number

Known Issue

·   13772884, 16950297

Localization: When users are working with Predictive Planning and Smart View and they switch the Smart View language setting to a language different from the Microsoft Office language setting, the user interface displays mixed-language issues.

 

Oracle Hyperion Planning

Note: Support for Microsoft Internet Explorer 10 is available only in ADF mode. For other supported versions of Internet Explorer, non-ADF mode is supported but only in Compatibility mode.

Defect Number

Known Issue

·   17311245

When defining a data form and using the @Sibling of shared members, it does not return actual siblings.

·   17344930

Planning context user variables do not work in Smart View.

·   17368360

Copy/paste does not work correctly in data forms if period “.” used as the thousands separator.

·   17415035

Rulesets that have a rule (with a prompt) from another application fails to execute if the default prompt is changed.

·   17415290

You may not be able to create PDF reports from task lists in Smart View.

·   17435009

When using ad hoc analysis, Descendants or Descendants Inclusive in the Smart View Member Selection does not work, it works the same as Children or Children Inclusive.

·   17535631

When editing members and assigning Access, if you select a particular User and select Edit Access, the New window was supposed to show the User Name of the one for which Edit was selected, but it shows as "None Available ".  Also, when selecting the same user and select Remove access, "An error occurred" message is displayed.

·   17537653

Users are unable to see runtime prompts when a ruleset is run from a Task List in Smart View.

·   17558581, 17241227

Some times when adding or editing assign access for members, you may encounter error messages.

·   17587757

You may receive an Error 7 when accessing task list in Smart View.

·   17638826

If scenario span is only one year, You may encounter an error trying to create the currency conversion calculation script.

·   17659028

When displaying Supporting Detail, a number value is changed by cell focus. Before you open supporting detail, the value will be changed by focus in or focus out a cell of the form.

·   17799475

For ASO plan types, if an account member with Time Balance other than Flow is added when Dynamic Hierarchies exist in the Account Dimension, refresh may be unsuccessful, and an error message may be displayed. The following scenario exists for ASO cubes:

If an alternate time period exists in the Period dimension with children that are shared members, Essbase requires the first ancestor of the alternate hierarchy to have Hierarchy Type set to Dynamic.

If an account member with Time Balance other than Flow is added when Dynamic Hierarchies exist in Period dimension, Cube Refresh Fails with a "Failed" message for the ASO cube.

·   17820474, 17409181

When saving a data form that has a business rule or sequence attached to the form with the "Run on Save" option selected, the rule runs but no progress bar is displayed to the user.

·   17828008

In ADF mode, decimals change for percentage values entered in data forms via Workspace.

·   17838433

In Smart View, the HSSETVALUE function does not work correctly with Planning data source connections.

·   17865453

If you are switching between working with Planning in the Workspace and working with Planning in the tablet-friendly user interface, Oracle recommends that you open a new browser session rather than opening a new tab in the same browser session.

·   17937280

View link in dim. editor mem. formula column is displayed after the formula is deleted.

·   17971236  

In Fuse mode in Firefox 24, you cannot input data when you select Create announcement and then Content.

·   17975916

Page dimensions do not display alias from the table selected in ad hoc options.

·   17982910

Clicking Reset on the Edit Member page does not reset the Hierarchy Type field.

·   18032139

 Member on row might not be visible on data entry form if two dimensions placed on row, and IDescendants function is selected for the second dimension along with disabling Start Expanded option.

·   18035847

With Internet Explorer 10 on the Microsoft Windows 8 platform, invoking a dialog box from Planning web, for example, launching a runtime prompt business rule window, might make UI very slow to respond.

Workaround:

1.    Open the Planning Application as Administrator.

2.    Navigate to Administration > Application > Properties. and select the Application properties tab.

3.    For Property name SKIN_FAMILY, set the value to "skyros". If the property does not exist, add the property with SKIN_FAMILY name and set the value as "skyros".

4.    Save and close the Planning application and log in again.

5.    Repeat this for all Planning applications where this problem is seen.

·   18048512

With Internet Explorer 10, when entering runtime prompts in business rule runtime prompt window, you might receive the following message: "To display the webpage again, the web browser needs to resend the information you have previously submitted".

Workaround: Click Cancel when this message is displayed, and enter the prompt value again.

·   18039735

NLS: Fuse mode: Firefox: Chrome: Approvals: Change Status: buttons disabled.

·   18039790

Nonadmin user's copy of formatting is lost after refreshing.

·   18041854

When migrating Planning applications using LCM, if the Global Assumption option is enabled for a Planning data forms, then the export and import of such data forms may return errors or may change the data loading settings to undesirable values in the target application.

Workaround: Clear this option before exporting the data forms from source application and then manually set this option in the target application after LCM import.

·   18050551

Android browser specific: Screen is zoomed in when tapping any field on the Announcements page. You must minimize the screen to save announcements.

·   18075223

You may receive an error when searching for entities members in planning unit hierarchy assign owners tab.

·   18077797

When you zoom in and zoom out on Member Selector when using the Safari browser, the browser sometimes closes.

·   18072393

Fuse mode: Focus on added child in supporting details is missing. Note: After adding a child or sibling, the focus is not set on the newly added row. Select any data cell on the row on which operation is to be performed explicitly and trigger the action; for example, Add Child, Add Sibling, and so on.

·   18078651

A performance issue occurs in the member selector when scrolling down.

·   18083851

The Period dimension has limited support in Smart View. Changing the Data Storage property is supported only on summary time period members under YearTotal.  

·   18102397

The Formula icon is not displayed for member on POV (tablet and Desktop).

·   18111079

Fuse: Error returned while trying to get a list of reports when setup has OAM on the front.

Workaround:

1.    Open the Planning Application as Administrator.

2.    Navigate to Administration > Application > Properties, and then select the Application properties tab.

3.    For Property name SKIN_FAMILY, set the value to "skyros". If the property does not exist, add the property with SKIN_FAMILY name and set the value as "skyros".

4.    Save and close the Planning application and log in again.

Repeat for all Planning applications where this problem is seen.

·   18117744

Ad Hoc grid: suppress missing blocks on rows option does not work. 

·   18126715

Members with comma from value definition member return "Error" in total value.

·   18127445

With Internet Explorer 10 running on Microsoft Windows 8, member Formula editor might take long to load.

·   18131772

You must resave preferences to achieve the correct display for totals in a single currency application.

In a single currency application, make sure the Number Formatting options in user Preferences are selected and saved to get the correct display of the Total Values in the Manage Approvals.

·   18132772

You might not see all forms, task lists, or business rules when accessing Forms, Task Lists, or Business rules listing page on tablet. Workaround: Click Refresh to refresh list of forms, task lists, or business rules when using Safari browser; assign tablet access to at least 15 forms, or task lists, or business rules when working with Chrome browser installed on iPad.

·   18199066

Aggregate storage outlines allow member formulas only in the Account dimension or dynamic hierarchies. When you create a member with a member formula in any dimension except Account, and then run Cube Refresh, the resulting error message should provide additional information.

·   18202467

If ADF patch 16709748 is already installed before installing 11.1.2.3.500 patch, trying to open Planning web might give errors.

Workaround: Uninstall ADF patch 16709748 and install the latest ADF patch packaged in 11.1.2.3.500 again.

·   18239266

In some cases form grid will display data for accounts that do not exist in Essbase until a cube refresh is done.

Workaround: Run cube refresh.

·   18277670, 18240391

In some cases Actions menu cannot be invoked for composite forms  in Fuse mode (tablet and desktop).
Workaround: Do not use an ad hoc form or form with type Chart as a first form.  For all other cases, invoke the Actions menu while working with the form placed first.

·   18289302

In composite forms, sections that display as charts in the Planning web application will display as grids in Smart View.

·   18360650

To open PDF reports in new tablet-friendly browser, use the "Launch Out" link above the report header to launch it into a new browser tab. Book reports can be opened only in PDF.

·   18516115

The Simplified/Traditional Chinese language setting is not maintained on the login page or in the language selection list using Planning's tablet-friendly user interface with Windows 8 and Internet Explorer 10.

 

Oracle Hyperion Profitability and Cost Management

Defect Number

Known Issue

·   17483204

In a Microsoft SQL Server-based HPCM instance, deadlock can occur when multiple calculation executions are running simultaneously for different HPCM applications.

Workaround: Add this index in the HPCM product schema to prevent the potential deadlock condition:

CREATE INDEX XIE2HPM_CALC_SCRIPT ON HPM_CALC_SCRIPT

(

script_nameASC

)

go

·   17261857

In Detailed Profitability applications, you cannot change the name of a stage that has assignment rules created for it.

·   17259217

In Detailed Profitability applications in the Calculation Rules screen, there is a problem with sorting. When you click a column header to sort by that column, some of the rules are erroneously displayed as unchecked. This is only in the display; the wrong values are not saved.

Workaround: Click the Sequence column header to re-sort by ascending sequence number (this is the default display order). The Enabled checkboxes will be displayed correctly for all rules.

·   16783409

In Standard Profitability applications, in places like Stage Balancing and Trace Allocations, warning messages similar to this one: "The reporting database has not been updated with the latest calculation results" often were incorrect. In this patch, to eliminate all the "false positive" instances of these messages, they have been disabled for all situations (including the valid instances).

You will no longer receive warnings when your reporting database is out of sync with the latest calculated results.

 

Creating Custom Pre- and Post-SQL Scripts for Detailed Profitability Applications

In the Oracle Hyperion Profitability and Cost Management Administrator's Guide for release 11.1.2.3.300, in Chapter 14 Calculating Detailed Profitability, the instructions for creating custom Pre and Post SQL scripts are wrong. Here is the correction for the Creating Custom Scripts section:

Custom SQL scripts can be created in a text editor, such as Notepad or Oracle SQL Developer. Scripts may contain:

·         One or more individual SQL statements using the slash (/) on a new line as the statement separator. Do not use semicolon (;). Do not use a slash (/) after the last SQL statement.

·         One anonymous PL/SQL or T-SQL block. Do not use the slash (/) -- the block represents a single statement (even though there can be multiple statements inside of the block). Use semicolons (;) inside the block as normally required by the technology (PL/SQL or T-SQL).

You cannot mix SQL statements and PL/SQL or T-SQL blocks in the same script. You can mix SQL statements and stored procedure calls within a PL/SQL or T-SQL block.

The script must be pasted or otherwise loaded into the SCRIPT column of the HPM_SQL_SCRIPT table, as shown in HPM_SQL_SCRIPT section on page 140. You cannot type the script directly into the SCRIPT column in the HPM_SQL_SCRIPT table using Oracle SQL Developer ; the script will not be saved correctly.

Caution! Only the system administrator who has the password to the HPM Product schema can create pre- and postscripts.

To create and load a custom Pre or Post SQL script:

1.    Create your custom script within a text editor, such as Notepad or Oracle SQL Developer.

2.    Using Oracle SQL Developer, open the HPM_SQL_SCRIPT table. The table is in the HPCM Product Schema.

3.    Insert a new row.

4.    Enter the required values in the table, including the script type. See HPM_SQL_SCRIPT on page 140.

5.    Copy the script into the Edit dialog box for the SCRIPT column. For Oracle using SQL Developer, copy and paste the script from the text editor, or use an update statement to populate the SCRIPT column. For MS SQL Server using SQL Studio, use an Update statement to populate the SCRIPT column.

Examples:

Multiple SQL Statements (no command separator after the last statement, no ";")

update myTable

set myColumn = 5

/

delete from yourTable where yourColumn = 7

/

update myOtherTable

set myOtherColumn = 6

 

Single SQL Statement (no "/" statement separator, no ";")

update myTable

set myColumn = 5

Single PL/SQL or T-SQL Block (";" within the block, no "/" statement separator at the end)

begin

    update myTable set myColumn = 5;

    update myOtherTable set myOtherColumn = 6;

    my_proc;

end;

Oracle Hyperion Shared Services

Defect Number

Known Issue

·   16430243

ACR execution displays the logging exception: LOGGINGEXCEPTION: ODL-52016: FAILURE TO ROTATE LOG FILE

·   16434199

Lifecycle Management: A logging error can occur when an artifact change report attempts to write to an Essbase log file.

Workaround:

1.    If you see an error message related to rotating or writing to Essbase log files, for example:

unable to write to log or failure to rotate log file: essbaseplugin-1.log

Then update the existing logging.xml at:

%ORACLE_INSTANCE%/user_projects/domains/EPMSystem/config/fmwconfig/servers/FoundationServices0

with the one from

%ORACLE_HOME%/products/Foundation/

2.    Update the epmlcm-essbase-handler for the property “keepOpen”

<log_handler name="epmlcm-essbase-handler" class="oracle.core.ojdl.logging.
ODLHandlerFactory"><property name="keepOpen" value="false"></property>

·   17991704

Exported Planning dataform with a Japanese name is not correctly displayed.

To view and modify an artifact after an export, use the workaround below to export the content as a folder and not a zip archive file. Note that afterward you can no longer upload or download the content to a local system.

Workaround: Change the property zip.threshold=0 in the Deployment Metadata
Property file.

1.    Expand Foundation, and then Deployment Metadata.

2.    After the listing is obtained, navigate to Shared Services
Registry, then Foundation Services, then Shared Services, and then Properties.

3.    Right-click Properties, and then select Export for Edit.

4.    Export the artifact to local system, and modify the zip.threshold value
zip.threshold=0. Save the file.

5.    Select the same artifact, select Import after Edit, and import the saved file.

This will ensure that all migrations will export as a folder and not as a .zip file.

·   18094911

Null pointer exception on import after edit for outline artifact.  "Single artifact export" should be used only with artifacts that can be modified on the file system. Refer to the appendix of the Lifecycle Management Guide to know if an artifact can be edited on the file system.

Oracle Hyperion Strategic Finance

Defect Number

Known Issue

·   17960373

Installing the HSF client fails when run without using the Run as administrator option.

Workaround: When running the client installer on Windows 7 and Windows 8 machines, you must either run the installer using the "Run as administrator" option or set the User Account Control setting to "Never Notify" before running the installer.  Note: when changing the User Account Control setting, you must reboot the machine for the changed setting to take effect.

·   17976619

HSFClient-x64.exe cannot be downloaded from workspace.

Workaround: The 64-bit client installer will be delivered with the HSF OPatch. The EPM Static Content folder will be patched with both the 32-bit and 64-bit MSI, and you can get it from that location.

·   18014359

HSFWebServices validation fails if the IIS "Enable 32-Bit Application" property of IIS @ DefaultAppPool for .NET web services is not set to true.

Workaround: For HSF, please set "Enable 32-Bit Application" property of IIS DefaultAppPool to true for .NET web services to work.

·   18019643

Problems testing Crystal Ball with HSF functionality.

Workaround: Manually register the wbocx.ocx by running the following from a command prompt that has been opened with the "Run as administrator" option.

On 32-bit machines:
%WINDIR%/system32/regsvr32 %WINDIR%/system32/wbocx.ocx

On 64-bit machines:
 %WINDIR%/SysWOW64/regsvr32 %WINDIR%/SysWOW64/wbocx.ocx

·   18021385

The Strategic Finance ribbon is not dispalyed well in Japanese Office 2013.

·   18025364

When logging into HSF from Crystal Ball, sometimes the HSF log on panel does not receive focus.

·   18049197

In Windows 7 or 8, when using Office 2013, when opening entities with reports, flickering sometimes occurs.

·   18112315

HSF will not start after rolling back the patch, because of a serialization change in users.adm.

·   18167434

HFM integration is not available on a 64-bit OS.

Workaround:  

1.    Install the HFM ADM driver and configure DCOM.

The ADM driver allows for a connection to the EPM registry, and allows you to proceed from the class not registered error when clicking on the connect button.

2.    Copy windows registry contents from

[HKEY_LOCAL_MACHINE/SOFTWARE/ORACLE/HFM] to

[HKEY_LOCAL_MACHINE/SOFTWARE/Wow6432Node/ORACLE/HFM], and from

[HKEY_LOCAL_MACHINE/SOFTWARE/Hyperion Solutions/Hyperion Financial Management/JavaInterop]

to [HKEY_LOCAL_MACHINE/SOFTWARE/Wow6432Node/Hyperion Solutions/Hyperion Financial Management/JavaInterop].

3.    Install 32bit Java 6 and change

[HKEY_LOCAL_MACHINE/SOFTWARE/Wow6432Node/Hyperion Solutions/Hyperion Financial Management/JavaInterop/JvmPath] to point to the 32bit jvm.dll.


When using Extended Analytics, the connection string cannot contain quotation marks.

For Oracle Hyperion Strategic Finance to work correctly it is necessary for the Hyperion Strategic Finance Java Web App, the Hyperion Strategic Finance .NET Web Services, and the Hyperion Strategic Finance Server to be deployed on the same machine.

If an entity is from a version of Oracle Hyperion Strategic Finance prior to version 11.1.2.1, before opening the entity in Smart View it is necessary to make sure the entity has been updated.  This can be done by opening the entity in the Oracle Hyperion Strategic Finance client or by using the Edit/Convert menu option from the entities tab of the Oracle Hyperion Strategic Finance Administrator.

Applying this Patch

The section includes important information about applying this patch for EPM Portfolio.

·         For HP-IA64 and Solaris platforms, a workaround is required before applying the patch. Append the argument -d64 in the file <MIDDLEWARE_HOME>/oracle_common/oui/oraparam.ini to JRE_MEMORY_OPTIONS property
Example:
JRE_MEMORY_OPTIONS=" -mx512m -XX:MaxPermSize=256m -d64"

·         If IIS is on this system, and EPMA, HSF, HFM, or FDM patched on the system, then: "Enable 32-Bit Application" property of IIS DefaultAppPool should be set to false on a 64-bit OS. Navigate to Local Security Policy and add LOCAL SERVICE and NETWORK SERVICE users to "Bypass traverse checking".

To apply this patch:

1.    On all machines where EPM 11.1.2.3.x software is running for this release, stop all processes.

2.    Download the OPatch to <EPM_ORACLE_HOME>/OPatch file based on the OS of the machine where EPM 11.1.2.3.x software is running. For example, for Windows 64: 17529887_WIN64.zip

3.    Unzip the downloaded patch file, 17529887_WIN64.zip, to the <EPM_ORACLE_HOME>/OPatch directory.

If the patch size is greater than 2GB, use the jar --xvf <{RELEASE_ID}.zip> command to unzip/extract the patch.

4.    Rename the folder 17529887_WIN64 to 17529887 under <EPM_ORACLE_HOME>/OPatch directory after unzip is completed successfully.

5.    On all machines where EPM 11.1.2.3.x  software is deployed, from a command line, change the directory to <EPM_ORACLE_HOME>/OPatch.

6.    Check that the Central Inventory exists and contains the expected set of components by entering the following command:

Windows:

opatch.bat lsinventory -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME>/jdk160_35

UNIX/Linux:

./opatch lsinventory -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME>/jdk160_35

If this command does not return the expected set of components, the /inventory directory wasn't created properly under <EPM_ORACLE_HOME> during the installation. In this case, follow the steps in "Resolving Central Inventory Issues" below before proceeding with these steps.

7.    To apply the patch, enter the following command on one line:

Windows:

opatch.bat apply <EPM_ORACLE_HOME>/OPatch/17529887 -oh <EPM_ORACLE_HOME> -jre <MIDDLEWARE_HOME>/jdk160_35

NOTE: The default for <EPM_ORACLE_HOME> is C:/Oracle/Middleware/EPMSystem11R1. The default for <MIDDLEWARE_HOME> is C:/Oracle/Middleware

UNIX/Linux:

./opatch apply <EPM_ORACLE_HOME>/OPatch/17529887 -oh <EPM_ORACLE_HOME> -jre <MIDDLEWARE_HOME>/jdk160_35 -invPtrLoc <EPM_ORACLE_HOME>/oraInst.loc

NOTE: The default for <EPM_ORACLE_HOME> is $HOME/Oracle/Middleware/EPMSystem11R1. The default for <MIDDLEWARE_HOME> is $HOME/Oracle/Middleware.

NOTE: For any products that require you to redeploy the web application as part of the patching process, if you had customized any WebLogic settings, you must re-specify those settings in WebLogic Administration Server after redeploying the web application.

Resolving Central Inventory Issues

If you found the Central Inventory to be missing or incomplete when running the hpatch.bat lsinventory (Windows) or ./hpatch.sh lsinventory (UNIX/Linux) command (see the "Applying This Patch" procedure above), use these sections to resolve these issues.

Verifying the Central Inventory

Additional actions to take to resolve issues with the Central Inventory:

1.    Verify that <EPM_ORACLE_HOME> contains an inventory directory.

2.    Verify that the Central Inventory directory on the system is writable by the current user; if not, you must resolve this to proceed.

On Windows, the Central Inventory is located in: <SystemDrive>:/Program Files/Oracle/Inventory/ContentsXML/inventory.xml

On UNIX, an oraInst.loc file determines the location for the Central Inventory; the file may be located in a number of locations; two likely locations are /etc and $HOME.

3.    If step 2 is resolved or is not an issue, but the inventory directory is missing, follow the steps in "Steps to Recreate the Central Inventory" below to recreate it.

4.    Sometimes the inventory directory is there but is not complete; if steps 1-3 still do not enable patching, delete the existing <EPM_ORACLE_HOME>/inventory directory and use "Steps to Recreate the Central Inventory" below to recreate it.

Steps to Recreate the Central Inventory

1.     Run OPatch/createInventory.bat or OPatch/createInventory.sh.

2.    If you receive a message about the Oracle Home entry already being defined in the Central Inventory, you need to append an attribute "REMOVED" with a value of "T" to the "EpmSystem" HOME_NAME element in inventory.xml as shown in the example below:

      For example, change this:

<HOME_LIST>

<HOME NAME="OraClient11g_home1" LOC="C:/OraClient/11.2.0/client_1" TYPE="O"    IDX="1"/><HOME NAME="EpmSystem1" LOC="C:/Hyperion" TYPE="O" IDX="2"/></HOME_LIST>

 

To:

<HOME_LIST>

<HOME NAME="OraClient11g_home1" LOC="C:/OraClient/11.2.0/client_1" TYPE="O" IDX="1"/><HOME NAME="EpmSystem1" LOC="C:/Hyperion" TYPE="O" IDX="2" REMOVED="T"/>
</HOME_LIST>

 

Return to the Applying this Patch Section.

Additional Steps for Planning

Steps for Defects 17961147, 17668814, and 17451217

Because this patch provides new application-level (non-user-based) properties, an Administrator must determine these values for the properties below based on the screen resolution used the most by the user base.

1.    Launch Workspace and log into your existing Planning application.

2.    Select Administration, then Application, and then Properties.

3.    Add these2 properties:

o    RTP_WIN_WIDTH

o    RTP_WIN_HEIGHT

4.    For example, for a screen resolution of 1024 x 768, you could specify these pixel values for the properties:

o    RTP_WIN_WIDTH  900

o    RTP_WIN_HEIGHT 450

Steps for Defects 16913229 and 16913219

1.    Ensure that you can log into the Shared Services Console using an account with Lifecycle Management permissions.

2.    Log into the Shared Services Console as an administrator.

3.    Expand Application Groups, and then select the Planning application in which to apply this fix.

4.    Export any dimensions that have shared members of type Smartlist.

5.    Import these dimensions back into the Planning application.

Steps for 17668634

These features are supported only in Internet Explorer:

·         Ability to copy data from Planning Web forms and paste in Microsoft Excel.

·         Ability to copy data from one Planning Web form to another.

·         Ability to copy and paste non-numeric data i.e. Smart List, Date, and Text data types.

 

To copy and paste data from Microsoft Excel:

1.    Copy the data in a single cell or a range of cells in Excel into clipboard. You can also use Ctrl+C.

2.    Highlight and select the target cells in the Planning form, and press Ctrl+V.

3.    When the Clipboard helper displays, press Ctrl+V again. The data is then pasted to the Clipboard helper.

4.    Click or tap Paste or Cancel to paste data into the Planning form.

 

To copy data in forms:

1.    Copy the value in a single cell or a range of cell.

2.    Press Ctrl+Shift+V to paste the values.

Additional Steps for Public Sector Planning and Budgeting Applications

These steps assume that any application created before 11.1.2.3.000 was upgraded to 11.1.2.3.000.

To upgrade Human Capital Planning-enabled 11.1.2.3.00 applications that were created before you applied this patch, perform these steps:

1.    Create a backup copy of any business rules that you modified, such as those used in General Ledger allocations.

2.    Log on to EPM Workspace.

3.    Select Administer, and then Calculation Manager.

4.    Expand Planning.

5.    From the list of applications, select the existing application.

6.    Right-click the application, and then select Load Predefined Rules.

7.    Right-click application again, and then select Deploy.

8.    Migrate your dimensional data using the procedure for the product (EPMA, for example) that you used to create the application.

9.    If applicable, perform the steps in any of the “Defect-Specific Steps” subsections to resolve any defects relevant to you.

Migrating Dimensional Metadata for Applications Created In Classic Planning

Perform the following steps to ensure application settings are in maintenance mode.

1.    From a command prompt, run:

PSBAppUpgradeUtility.bat <arg1> <arg2> <arg3> <arg4> <arg5> <arg6> <arg7>


In which:

  Arg1 =<Planning Server>

  Arg2 = <Application>

  Arg3 = <Admin user> who created the Planning application

  Arg4 = Encrypted password file path

  Arg5 =  Log file path

  Arg6 = Error file path with .exc extension

  Arg7 = Release from which you are upgrading (e.g. 11.1.2.3.000).

2.    Refresh the database.

Migrating Dimensional Metadata for Applications Creating Using Enterprise Performance Management Architect

1.    In Performance Management Architect, open the Dimension Editor.

2.    Open and modify the Account dimension as follows:

c.    Change the Union dynamic calc member so that Smart Lists is Union_code.

d.    For Position and Employee, or Position-only budgeting: Change the JobCode dynamic calc member so that Smart Lists is Job_Class.

e.    Change the Location dynamic calc member so that Smart Lists is Location_code.

f.     After applying this patch, copy the formula used by the Approval Status dynamic calc member in a newly created test application to the Approval Status dynamic calc member in your existing application.

3.    Redeploy the application using the Cube Refresh option.

Steps for Defects 16745901, 17655008, 18030575, 16707138, and 17250615

Perform these steps if you are using applications created before you applied this patch, and if these defects are applicable to your environment. 

1.    After applying this patch, create a new test application similar to the existing application. Ensure that the new test application has the same budget type, calendar, and currency. This application is called the Test application in the following sections.

2.    Perform the steps in the following subsections for the defects that you want to address.

Steps for Defects 16745901 and 17655008

Using Life Cycle Management in Shared services, migrate the forms in the following tables for your budget type (for example, Employee-only) and application type (for example, Decision-package enabled) from the new test application to the existing application.

Employee Only (Decision Package Enabled)

 

Folder

Form

Forms/Human Capital Planning/Inquiry

 

Review Overlapping Allocations

Benefits Expenses for each Period

Calculated Tax for each Period

Additional Earnings Expenses for each Period

Basic Salary Expenses for each Period

Forms/Human Capital Planning/Budget Preparation/Manage Approvals

 

Approve Employee Details

Forms/Human Capital Planning /Budget Preparation/Manage Employee Budgets

Compensation Expense Allocated to General Ledger Accounts

Compensation Expense Allocated to General Ledger Accounts by each Element

Manage FTE, Status, Monthly Spread Details and Headcount by Period

Compensation Expense by General Ledger Allocation

 

Employee and Position (Decision Package Enabled)

 

Folder

Form

Forms/Human Capital Planning/Inquiry

Additional Earnings Expenses for each Period

Additional Earnings Expenses by Period for All Employees

Basic Salary Expenses for each Period

Basic Salary Expenses by Period for All Employees


Benefits Expenses for each Period

Benefits Expenses by Period for All Employees

Calculated Tax for each Period

Calculated Tax by Period for All Employees

Review Overlapping Allocations

Forms/Human Capital Planning/Budget Preparation/Manage Approvals

Approve Position Details

Forms/Human Capital Planning/Budget Preparation/Manage Position Budgets/Position information

Manage FTE, Status, Monthly Spread Details and Headcount by Period

Compensation Expense Allocated to General Ledger Accounts

Compensation Expense by General Ledger Allocation

 

Position-Only (Decision Package Enabled)

Folder

Form

Forms/Human Capital Planning/Inquiry

 

Additional Earnings Expenses for each Period

Basic Salary Expenses for each Period

Calculated Tax for each Period

Review Overlapping Allocations

Compensation Expense Allocated to General Ledger Accounts

Compensation Expense Allocated to General Ledger Accounts by each Element

 

Compensation Expense by General Ledger Allocation

 

Benefits Expenses for each Period

Forms/Human Capital Planning/Budget Preparation/Manage Approvals

Approve Position Details

Forms/Human Capital Planning/Budget Preparation/Manage Position Budgets/Position Information

Manage FTE, Status, Monthly Spread Details and Headcount by Period

 

Steps for Defect 18030575

Using Life Cycle Management in Shared Services, migrate the forms for your budget type and application type, from the test application to the existing application. The forms are in Forms/Human Capital Planning.

Budget Type

Decision Package-Enabled?

Folder

Form


Employee Only


Yes

 

Budget Administration

Find and Assign Defaults to Jobs and Employees

Budget Preparation

Mass Update of Element Values for Jobs and Employees

Employee and Position

Yes

Budget Administration

Find and Assign Defaults to Positions and Employees

Budget Preparation

Mass Update of Element Values for Positions and Employees

Position Only

Yes

Budget Administration

Find and Assign Defaults to Positions

Budget Preparation

Mass Update of Element Values for Positions

 

Steps for Defect 16707138

Using Life Cycle Management in Shared Services, migrate the forms for your budget type from the test application to your existing application. The forms are in Forms/Human Capital Planning/Budget Preparation:

Budget Type

Folder

Form

Employee Only

Manage Approvals

 

Approve Employee details

Employee and Position

 

Manage Approvals

Approve Position details

Position Only

Manage Approvals

Approve Position details

 

Steps for Defect 17250615

To resolve this defect:

1.    In Planning, select Administration, then Application, and then Refresh Database.

2.    Select Update Custom Defined Functions, and then click Refresh

Additional Steps Project Financial Planning Applications

Note: These steps are required only if you created your Project Financial Planning application before applying PSU 11.1.2.3.500.

Note: These steps assume that any Project Financial Planning application created before Release 11.1.2.3.000 has already been upgraded to 11.1.2.3.000 following the upgrade steps in the 11.1.2.3.000 readme.

After applying PSU 11.1.2.3.500, create a new 11.1.2.3.500 Project Financial Planning application that is identical to your existing application.

In the steps in this readme, Application A refers to the application created before applying PSU 11.1.2.3.500. Application B refers to the application created after applying PSU 11.1.2.3.500. When creating Application B, ensure that it is identical to Application A as follows:

·         Use the same currency options.

·         Use the same calendar definition (for example, application start year and number of years).

·         Use the same plan type selections.

Upgrading Business Rules

To upgrade business rules:

1.    Log on to EPM Workspace.

2.    Select Administer, and then Calculation Manager.

3.    Expand Planning.

4.    From the list of applications, select test Application A.

5.    Make a copy of the business rules that you modified, such as those used in General Ledger allocations.

6.    Right-click Application A, and then select Load Predefined Rules.

7.    Right-click Application A again, and then select Deploy.

Upgrading Dimension Members

1.    Log on to EPM Workspace as an administrator, and then open Application A.

2.    Select Administration, then Manage, and then Menus.

3.    Modify the menu definition “WFPMenu” to add a menu item called “ResetTransferredSalary”. Pick up the business rule “Reset Transferred Salary”, and then save the menu definition.

4.    Select Administration, then Manage, and then Dimensions.

5.    In Account Dimension, add a member called “Transferred Salary” as a sibling to the “Total Salary” member with the following properties.

o    Data Storage: Store

o    Time Balance: Flow

o    Data Type: Currency

o    Plan Type: Workforce

6.    Copy the member formula for the following three account members from Application B, and then replace the member formula in Application A.

o    Social Security Tax

o    SUI

o    FUTA

7.    Set the two pass properties of the above three account members to “selected”, and then save your changes.

8.    Refresh the cube.

Additional Steps for Defect 17165597 – Trying to Open Some of the Project Financial Planning Reports Gives Errors

To export reports from Application B:

1.    Log on to EPM Workspace as a Financial Reporting Administrator.

2.    Click Explore, then navigate to Application B, and then select Project Financial Planning.

3.    Select File, and then Export.

4.    Export all the reports to a .zip file.

To import reports into Application A:

1.    Log on to EPM Workspace as a Financial Reporting Administrator.

2.    Under the Application A folder, select Project Financial Planning.

3.    Preserve the reports that you changed by renaming the reports.

4.    Select File, then Import, and then Financial Reporting Documents.

5.    Import the reports that you previously exported to a .zip file.

Doing so overwrites the existing reports.

6.    After importing the reports, select Tools, and then Change Database Connection.

7.    Select the reports, then click OK, and then select the new database connection name.

8.    Ensure that the data source for the reports “Project Labor Expense” and “Project Capitalized Labor Expense” point to the Workforce cube in Application A.

9.    Ensure that the data source for the report “Project Equipment Expense” points to the Capex cube in Application A.

10. Ensure that the data source for all the other reports points to the Project cube of Application A.

Additional Steps for Profitability and Cost Management

After installing the patch, you must finalize the post-patch configuration, as described in the following procedure for Profitability.

1.    Back up your Profitability and Cost Management product schema.

2.    Run the appropriate database update patch script for your database type and release. Run the script from the Profitability and Cost Management product schema/user.

 

Release

Database Type

Database Patch Files

From Release

11.1.2.3.000

MSSQL Server

Apply the following patches using MSSQL Server Management Studio:

%EPM_ORACLE_HOME%/products/Profitability/database/Common/MSSQLServer/create_11.1.2.3.300.sql 

From Release

11.1.2.3.000

Oracle

Apply the following patches using SQL Developer:

%EPM_ORACLE_HOME%/products/Profitability/database/Common/Oracle/create_11.1.2.3.300.sql

From Release

11.1.2.3.300

MSSQL Server

There are no database update patch scripts to run.

From Release

11.1.2.3.300

Oracle

There are no database update patch scripts to run.

 

Note: Applying any Profitability and Cost Management Patch Set Update (PSU)
resets the current security policy defined for the Profitability Web Service
within Oracle Web Services Manager (OWSM).  If web services are used, it is
important to perform the web services security policy setup steps. For
instructions on setting up Web Services security policies please refer to the
Oracle® Hyperion Profitability and Cost Management External Automation
Processes Guide.

3.    Restart all processes.

4.    All users should now clear cached files from their browsers.

5.    Invoke Profitability and Cost Management, open an application, and check in the System Information tab under Model Summary to verify that the Schema Version is 1.25.

6.    Important: Reregister each of your Profitability and Cost Management applications using Application Library.

7.    This step is applicable if you are upgrading from release 11.1.2.3.000. If you already performed this step when upgrading to 11.1.2.3.300, you may skip it now.

If you have already run the create_staging.sql script in a previous release to create staging import tables, you will need to recreate the HPM_STG_ASSIGNMENT staging import table in the schema that you created for staging imports.

You can do this by dropping the HPM_STG_ASSIGNMENT table and then running the statements from the create_staging.sql script that are related to the HPM_STG_ASSIGNMENT table, or you can drop all of your HPM_STG% staging tables and re-run the entire create_staging.sql script. The script is in:

%EPM_ORACLE_HOME%/products/Profitability/database/Common/MSSQLServer

%EPM_ORACLE_HOME%/products/Profitability/database/Common/Oracle depending on your database type.

Additional Steps for Financial Reporting

1.    On the Financial Reporting Studio machines, uninstall the Financial Reporting Studio by going to Control Panel, Add or Remove Programs, and then uninstall Financial Reporting Studio.

2.    Connect to the EPM Workspace machine that was patched. Download the Financial Reporting Studio installer from the EPM Workspace menu: From the Tools menu, select Install, select Financial Reporting Studio, and then launch the installer. Follow the installation guide to install the Financial Reporting Studio to the location you want.

Additional Steps for Hyperion Strategic Finance

Any existing Hyperion Strategic Finance Client installations must be removed
before running the new Hyperion Strategic Finance Client installer.

Additional Steps for Financial Data Quality Management

If you plan to use Internet Explorer 10 with FDM, please add the HTTP Response header for IIS 7 and IIS 6 using the steps below:

To add HTTP Response header for IIS 7:

1.    Open IIS.

2.    Expand the server name in left pane: expand Sites, then expand Default Website, and then select HyperionFDM.

3.    In the right pane, under IIS, double-click the HTTP Response Headers.

4.    On the right, under Actions, click Add.

5.    Add the new HTTP Response header name X-UA-Compatible and value IE=EmulateIE9.

6.    Save changes.

7.    Recycle the HyperionFDMAppPool application pool.

 

To add HTTP Response header for IIS 6:

1.    Open IIS.

2.    Expand the server name in the left pane: expand Web Sites, then expand Default Web Site, and then select HyperionFDM.

3.    Right click the HyperionFDM website and click properties.

4.    Select the HTTP Headers tab.

5.    Under custom HTTP headers, click Add.

6.    Add the new HTTP Response header name X-UA-Compatible and value IE=EmulateIE9.

7.    Save changes.

8.    Recycle the HyperionFDMAppPool application pool.

 

Additional Steps for Financial Close Management

1.    At this point, you should have just run OPatch and all the servers are still shut down. If not, shut them down.

2.    Perform the below steps only if external proxy/SSL is implemented. Otherwise, proceed with Step 3.

For email URL to use external proxy, the following property must be manually added to the EPM Registry using the following commands:

a.    On the Foundations Managed server, open the command line window.

b.    In the same command line window, change the directory to <EPM_ORACLE_INSTANCE>/bin where EPM_ORACLE_INSTANCE=<MIDDLEWARE_HOME>/user_projects/<INSTANCE_NAME>

Note: The default for <MIDDLEWARE_HOME> is C:/Oracle/Middleware.

For example: C:/Oracle/Middleware/user_projects/epmsystem1

c.    Run the command epmsys_registry addproperty system9/@cm_proxy_url http(s)://proxy-host:proxy-port to set the proxy URL.

For example:

epmsys_registry addproperty system9/@cm_proxy_url  https://hostname:port

3.    Start Admin Server and Foundation Services Managed Server (or EPMServer for Compact Deployment).

4.    Wait for Foundation Services Managed Server (or EPMServer for Compact Deployment) to be up and Running.

5.    Start SOA managed server.

6.    Wait for SOA Managed Server to be up and running.

Note: You could launch WebLogic console and wait until the SOA server is in Running state.

7.    On the Financial Close Management Managed Server, open the command line window.

8.    Set the environment variables:

Windows:

Set the EPM_ORACLE_INSTANCE environment variable by running the below command in the command line. Ensure that there is no space before and after the = sign.

set EPM_ORACLE_INSTANCE=<MIDDLEWARE_HOME>/user_projects/<INSTANCE_NAME>

Example:

set EPM_ORACLE_INSTANCE=C:/Oracle/Middleware/user_projects/epmsystem1

UNIX/Linux:

Set the EPM_ORACLE_HOME environment variable by running the below command in the command line based on shell.

setenv EPM_ORACLE_HOME <MIDDLEWARE_HOME>/EPMSystem11R1


or

export EPM_ORACLE_HOME=<MIDDLEWARE_HOME>/EPMSystem11R1

Example:

setenv EPM_ORACLE_HOME /Oracle/Middleware/EPMSystem11R1

Set the EPM_ORACLE_INSTANCE environment variable by running the below command in the command line based on shell.

setenv EPM_ORACLE_INSTANCE <MIDDLEWARE_HOME>/user_projects/<INSTANCE_NAME>

or

export EPM_ORACLE_INSTANCE=/Oracle/Middleware/user_projects/<INSTANCE_NAME>

Example:

setenv EPM_ORACLE_INSTANCE /Oracle/Middleware/user_projects/epmsystem1

9.    Run the database and SOA Deployment script.

Note: Make sure there are no errors displayed in the command window after execution of FCMPS3500 script. If there are any, go to the Troubleshooting section below before contacting Oracle Support.

In the same command line window, change the directory to <EPM_ORACLE_HOME>/products/FinancialCloseManagement-Common/scripts

Windows:

Run FCMPS3500.bat

Linux:

Run FCMPS3500.sh

10. In the case of compact Deployment (Single Managed Server EPMServer), perform the below steps 10a and 10b; otherwise, skip to step 11.

a.    Rename EPMServer.settings file located at <MIDDLEWARE_HOME>/user_projects/user_projects/domains/<domain Name>/servers/EPMServer0/settings

Note: The default for <MIDDLEWARE_HOME> is C:/Oracle/Middleware.

For example: C:/Oracle/Middleware/user_projects/domains/EPMSystem/servers/EPMServer0/settings

b.    In case of a Clustered environment, perform step 10 on all the machines.

11. Run EPM System Configurator (On Financial Close Servers):

Windows:

Select Programs, then Oracle EPM System, then Foundation Services, and then EPM System Configurator.

Linux:

<EPM_ORACLE_HOME>//common/config/11.1.2.0/configtool.sh.

12. Expand Financial Close Management and select Deploy to Application Server under Close Manager and Reconciliation Manager. Click Next.

13. Click Next on Deploy To Application Server Screen - Specify Weblogic Domain location screen.

14.  On Deploy to Application Server: Oracle Weblogic screen, select FinancialClose and AccountReconciliation will be selected automatically. Click Next.

15. Click Finish on the Summary Screen.

16. In the case of Clustered Financial Close Management Managed servers, perform steps 3 to 15 (but not step 10, unless it's a compact deploy) on all the machines, where Financial Close Management Managed servers are configured.

17. Start Financial Close Managed Server. In the case of compact deployment (Single Managed Server EPMServer), restart EPMServer.

 

After the patch is applied:

1.    Confirm the environment is running properly:

Windows:

Go to Start, then Programs, then EPM System, then Foundation Services, then epmsystem1, and then EPM System Diagnostic.

Linux:

Run this command: <MIDDLEWARE_HOME>/user_projects/<INSTANCE_NAME>/bin/validate.sh

All tests should display PASSED.

2.    Validating Financial Close Management Configuration.

a.    Launch the Financial Close Management validation tool from a web browser using this URL:

http://<FCMHOST>:<FCMPORT>/fcc/faces/oracle/apps/epm/fcc/ui/page/FCCValidation.jspx

-      Where FCMHOST is the name of the machine where FinancialClose0 managed server is configured.

-      Where FCMPORT is Listening port of FinancialClose0 managed Server in the WebLogic console.

-      The default FCMPORT is 8700.

b.    Log in with Financial Close administrator credentials.

c.    To validate the close manager configuration, click the “Validate Financial Close Manager Configuration” button.

All results should be marked with checkmarks instead of an X.

d.    To run validate the test schedule, click Validate Test Schedule.

All results should be marked with checkmarks instead of an X.

3.    Validating Account Reconciliation Manager Configuration.

a.    Launch the Account Reconciliation Manager validation tool from a web browser using this URL:

http://<FCMHOST>:<FCMPORT>/arm/faces/oracle/apps/epm/arm/ui/page/common/ARMValidation.jspx

-      Where FCMHOST is the name of the machine where FinancialClose0 managed server is configured.

-      Where FCMPORT is Listening port of FinancialClose0 managed Server in the WebLogic console.

-      The default FCMPORT is 8700.

b.    Log in with Account Reconciliation Manager administrator credentials.

c.    To validate the account reconciliation manager configuration, click the Validate Account Reconciliation Manager Configuration button.

All results should be marked with checkmarks instead of an X.

d.    To run validate the test schedule, click Validate Test Scheduler.

All results should be marked with checkmarks instead of an X.

4.    All users should now clear cached files from their browsers.

Permission Denied error when executing FCMPS3500.sh file.

If you see Permission Denied errors when running the FCMPS3500.sh, change permissions of FCMPS3500.sh by running the below command.

chmod u+x  FCMPS3500.sh 

1.    Run the FCMPS3500.sh after setting the necessary environment variables.

 

Failed to deploy SOA Composites by the script in post installation step

If you see any errors related to SOA composite deployment failure when running FCMPS3500.bat/sh  (usually it will appear as Failed to deploy FCCXXXComposite or ARMXXXComposite under the section Retire and Deploy CM SOA Composites/Retire and Deploy ARM SOA Composites) in FCMPS3500.log located at <EPM_ORACLE_HOME>/products/FinancialCloseManagement-Common/scripts.

1.    Fix the reason behind the error. For example, you could check if the SOA server and admin server are up and running.

2.    Set the environment variables as stated in Step 5 of the "Post Installation Steps" section.

3.    In the same command line window, change the directory to <EPM_ORACLE_HOME>/products/ FinancialCloseManagement-Common/scripts.

 

After Applying this Patch, New Features Do Not Display in Financial Close Management

In some cases, the user interface may not reflect the new code applied by this patch.

To confirm this is not an issue:

·         For Account Reconciliation Manager, the Account Reconciliation Manager Validation Tool should display the build version as 11.1.2.3.500.XXXX. See step 12 of the Post-Installation Steps to launch the Validation Tool.

·         For Close Manager, the Financial Close Management Validation Tool should display the build version as 11.1.2.3.500.XXXX. See step 11 of the Post-Installation Steps to launch the Validation Tool.

If the build version does not display as 11.1.2.3.500.XXXX, follow these steps to force the user interface to display the new code by forcing WebLogic to check for JSP pages:

Open the WebLogic Administration Console (http://<SERVER>:<PORT>/console).

1.    Go to Home, and then Deployments.

2.    Expand Financial Close under deployments, select fcc, and then select the Configuration tab.

3.    Update JSP Page Check (in seconds) to a non-negative number (for example, 1).

4.    Save to update the deployment plan.

5.    After saving, set the JSP Page Check (in seconds) to the original value (for example, -1).

Note: If you do not reset the value to -1, you may experience WebLogic performance issues.

6.    Save again.

When trying to run a dataload from ARM you may recieve the message
"Unable to contact FDMEE application. Verify if FDMEE application is running." in compact Deployment

You will need to re-run the wlsConfigARM step as was already done in your PS3 base installation. Please perform the following steps.

1.    Navigate to C:/Oracle/Middleware/EPMSystem11R1/products/FinancialDataQuality/bin directory.

2.    Edit wls-ARM.properties; enter your WebLogic user name and password and save.

3.    Open the command prompt at C:/Oracle/Middleware/EPMSystem11R1/products/FinancialDataQuality/bin
and run wlsConfigARM.sh (for Linux) or wlsConfigARM.bat for Windows.

4.    Ignore error messages such as:

"Command FAILED, Reason: JPS-04201: Cannot grant permission(s). Grant already
exists for grantee [GranteeEntry:codeSource=
file:${common.components.home}/modules
/oracle.wsm.agent.common_11.1.1/wsm-agent-core.jar principals=[]]."

You will receive those messages because this step was already run in your PS3
base setup.

5.    Restart EPMServer and retry dataload.

Additional Steps for Financial Data Quality Management Enterprise Edition

Configure for Compact Deployment Setup

(Not required if Financial Close Management is installed and configured in FDM EE server.)

1.    Stop EPM Services.

2.    Navigate to the user_projects/domain/servers/epmserver/settings folder 

3.    Rename epmserver.settings to epmserver.settings.old 

4.    Redeploy Financial Data Quality Management Enterprise Edition.   

5.    Start the services. 

Install Oracle Data Integrator

(Not required if you installed 11.1.2.3.200):

1.    Stop the FDMEE service and log off from ODI Studio.

2.    Download ODI Patch 17178347 from the My Oracle Support site.

3.    Copy the file p17178347_111170_Generic.zip to:  MW_HOME/odi/OPatch

(replace the value for MW_HOME for your environment. Default location C:/Oracle/Middleware

4.    Change the directory to MW_HOME/odi/OPatch

5.    Unzip p17178347_111170_Generic.zip.

6.    Run  the OPatch as follows:

opatch.bat apply MW_HOME/odi/OPatch/17178347/oui -oh MW_HOME/odi -jre MW_HOME/jdk160_35 

Add the following rule to the OHS configuration file

(Not required if you installed 11.1.2.3.100 or 11.1.2.3.200):

%EPM_ORACLE_INSTANCE%/httpConfig/ohs/config/OHS/ohs_component/epm_rewrite_rules.conf

For example, 

C:/Oracle/Middleware/user_projects/epmsystem1/httpConfig/ohs/config/OHS/ohs_component/epm_rewrite_rules.conf

RewriteRule ^/aif/static/(.*) /epmstatic/aif/$1 [PT] 

Register the Hyperion Financial Management (HFM) Adapter

(Not required if you installed 11.1.2.3.200):

·         If you have applied 11.1.2.3.100, first unregister the HFM adapter by running UnRegisterHFM.vbs from %EPM_ORACLE_HOME%/products/FinancialDataQuality/bin. 

·         To Register the HFM Adapter, run the RegisterHFM.vbs from: 
%EPM_ORACLE_HOME% /products/FinancialDataQuality/bin.

The script can be run as follows (replace values for your environment):

@ RegisterHFM.vbs  WINDOWS DOMAIN/DCOM USERNAME  PASSWORD %EPM_ORACLE_INSTANCE%

Update the EPM Instance with the new report batch scripts

(Not required if you installed 11.1.2.3.100 or 11.1.2.3.200): 

Copy the %EPM_ORACLE_HOME%/products/FinancialDataQuality/bin/runreport.bat.template 
to: %EPM_ORACLE_INSTANCE%/FinancialDataQuality/runreport.bat 

For UNIX, copy the following files:

·         runreport.sh.template

·         runbatch.sh.template 

·         encryptpassword.sh.template

This step is not required if you have already performed it as part of 11.1.2.3.100 or 11.1.2.3.200.

Configuring Oracle Web Services Manager

Perform the following steps if you are integrating FDMEE with ARM.

Delete existing Policy Set using Enterprise Manager

1.    Logon to Enterprise Manager (http://host:port/em)

2.    Under Farm_EPMSystem, expand Weblogic domain and right click to select EPMSystem -> WebServices -> PolicySets

3.    Select Each of the ERPI policy sets and click on delete to delete the policy set

Define Policy in OWSM

1.    Open EPM_ORACLE_HOME/products/FinancialDataQuality/bin/wls-ARM.properties in a text editor, and update the properties that are required for your environment. Leave all other properties as is, and then save the file.

2.    From a command prompt, navigate to EPM_ORACLE_HOME/products/FinancialDataQuality/bin, run wlsConfigARM.bat or wlsConfigARM.sh andensure that the script runs successfully.

3.    Restart FDMEE and the Oracle WebLogic Server.

Installing Oracle Hyperion Smart View for Office

Starting with Smart View 11.1.2.5 and later and the EPM 11.1.2.3.500 patch set update, Smart View is no longer packaged with Workspace or the EPM common installer. Instead, you can download the latest Smart View installation file from Oracle Technology Network or My Oracle Support. Note that Oracle provides a single Smart View installation file for both 64-bit and 32-bit Office systems, Smart View.exe.

 Rolling Back this Patch

To roll back a patch:

1.    On all machines where EPM 11.1.2.3.500 software is running for this release, stop all processes.

2.    From a command line, change the directory to <EPM_ORACLE_HOME>/OPatch.

3.    To roll back the patch, enter the following command on one line:

Windows:

opatch.bat rollback -id 17529887 -oh <EPM_ORACLE_HOME> -jre MIDDLEWARE_HOME>/jdk160_35

Note: The default for <EPM_ORACLE_HOME> is C:/Oracle/Middleware/EPMSystem11R1. The default for <MIDDLEWARE_HOME> is C:/Oracle/Middleware.

UNIX/Linux:

./opatch rollback -id 17529887 -oh <EPM_ORACLE_HOME> -jre <MIDDLEWARE_HOME>/jdk160_35 -invPtrLoc <EPM_ORACLE_HOME>/oraInst.loc

Note: The default for <EPM_ORACLE_HOME> is $HOME/Oracle/Middleware/EPMSystem11R1. The default for <MIDDLEWARE_HOME> is $HOME/Oracle/Middleware.

4.    For Profitability and Cost Management, if you have already run the  create_11.1.2.3.300.sql  script, you will need to restore your Profitability and Cost Management product schema from a backup taken prior to running that script.

5.    Restart all processes.

6.    All users should now clear cached files from their browsers.

 Troubleshooting FAQs

How can I find out which releases and patches of EPM System products are installed in a deployment?

In EPM System Release 11.x, you can use the lsinventory command to OPatch to find the release and patches that are installed in an Oracle Home. For example, enter the following command on one line:

Windows:

opatch.bat lsinventory oh <EPM_ORACLE_HOME> jdk <MIDDLEWARE_HOME>/jdk160_35

UNIX/Linux:

./opatch lsinventory -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME>/jdk160_35

Why do I get the following patch conflict error message when running OPatch?

If the patch that you apply conflicts with a previously applied patch, you may receive the following error message when running OPatch:

Patch(es) <PreviousPatch#> conflict with the patch currently being installed (<NewPatch#>).

If you continue, patch(es) <PreviousPatch#> will be rolled back and the new patch (<NewPatch#>) will be installed.

If a merge of the new patch (<NewPatch#>) and the conflicting patch(es) (<PreviousPatch#>) is required, contact Oracle Support Services and request a Merged patch.

This error is returned when one patch attempts to update a previously patched file. When this conflict happens, you can either (1) roll back the previous patch and apply the new patch (this action might be appropriate if the previous patch was not critical) or (2) request a "merged patch" consisting of the new patch and the patch that it conflicts with. To request a merged patch, contact your Oracle Support representative.

Why do I get the OUI-67078 warning message when applying OPatch?

This warning means that the patch being applied is a superset of a patch already on the deployment and the existing patch will be rolled back. The following snippet shows the context of this warning.

The following warnings have occurred during OPatch execution:
1) OUI-67078:Interim patch 12345678 is a superset of the patch(es) [77777777] in OH C:/Oracle/Middleware
-----------------------------------------------------------------------------------
OPatch Session completed with warnings.

Why do I receive errors about using an incorrect platform ID?

If you receive errors about using an incorrect platform ID, you need to set the variable OPATCH_PLATFORM_ID=<PLATFORM ID> where <PLATFORM ID> is one of the following:

IBM AIX (32-bit)

319

IBM AIX (64-bit)

212

HP-UX Itanium

197

HP-UX PA-RISC (32-bit)

2

HP-UX PA-RISC (64-bit)

59

Linux x86 (32-bit)

46

Linux x86-64 (64-bit)

226

Microsoft Windows (32-bit)

912

Microsoft Windows XP (32-bit)

215

Microsoft Windows Itanium (64-bit)

208

Microsoft Windows x64 (64-bit)

233

Solaris (SPARC 32-bit)

453

Solaris (SPARC 64-bit)

23

Solaris (x86 32-bit)

173

Solaris (x86 64-bit)

267

Apple Mac OSX

421