Purpose

This document includes important, late-breaking information about this release of Oracle Enterprise Performance Management System. Review this Readme thoroughly before installing EPM System.

Overview

Beginning with Release 11.2.9 (Release 11.2, Update 9), release updates are distributed as set of OPatches for individual EPM system components. This release update is applied on top of Release 11.2.8, see the EPM System Installation and Configuration Guide Release 11.2.8. For the list of OPatches for individual EPM system components, see OPatch Dependencies and Details.

Note:

  • Oracle recommends that you apply the set of all Oracle Enterprise Performance Management System Release 11.2.9 product OPatches together, using the ApplyUpdate script. See Applying Release 11.2.9 for more details.
  • Oracle Data Relationship Management (DRM) is installed separately and will continue as a full install release. Complete instructions for installing Oracle Data Relationship Management is mentioned in the Oracle Data Relationship Management Suite Installation Guide. See Installing Data Relationship Management for more details.

Release 11.2.9 (Release 11.2, Update 9) includes the following deliverables:

  • Oracle Enterprise Performance Management System - 11.2.9.0.000 for Microsoft Windows x64 (64-bit)
  • Oracle Enterprise Performance Management System - 11.2.9.0.000 for Linux x86-64
  • Oracle Enterprise Performance Management System - Client Installers 11.2.9.0.000 for Microsoft Windows x64 (64-bit)
  • Oracle Data Relationship Management 11.2.9.0.000 for Microsoft Windows (64 bit)

    Release 11.2.9 will not have an Installation and Configuration guide. Complete instructions for installing EPM Products are mentioned in the Oracle Enterprise Performance Management System Installation and Configuration Guide for Release 11.2.8, which is the latest full installer. See Installing EPM System Products for more details.

Release 11.2.9 (Release 11.2, Update 9) also includes:

  • ADF Patches
  • Weblogic Patches
  • Java Updates

New Features

This section includes new features in this release. To review the list of new features from earlier releases, use the Cumulative Feature Overview tool. This tool enables you to identify the products you own and your current implementation release. With a single click, the tool quickly produces a customized report of new feature descriptions. This tool is available here:https://apexapps.oracle.com/pls/apex/f?p=20620:1:0

Release 11.2.9 includes the following new features:

  • EPM System Release now installs:
    • Essbase Release 11.1.2.4.047
    • Java 8 Update 321
    • WebLogic Patch Set Update 12.2.1.4.220105
    • ADF Bundle Patch 12.2.1.4.211221
  • Added support for enabling HFM Server Connection with an SSL-Enabled Oracle Database. See Enabling HFM Server Connection with an SSL-Enabled Oracle Database for more details.

Supported Platforms

This update can be applied to all platforms supported in release 11.2.9.0.000. See the Oracle Enterprise Performance Management System - Certification Matrix for a list of supported platforms. This update supports all locales supported in Release 11.2.8.0.000.

Supported Paths

Oracle recommends that you apply the set of Oracle Enterprise Performance Management System Release 11.2.9 product Opatches together, using the ApplyUpdate script. EPM System Release 11.2.9 can only be applied to Release 11.2.8. If you are updating from an earlier release, you must first update to Release 11.2.8.

  • EPM System updates are released on a quarterly basis, generally in January, April, July, and October.
  • Updates include changes for all embedded components, such as WebLogic and Java, as needed.
  • Updates are applied in place.
  • Any customer patches that were released are rolled into the next update.
  • Updates are expected to be easy to apply and have minimum impact for you to absorb.

Installing EPM for the first time

If you have not installed EPM previously, follow the steps below:

  1. Install Release 11.2.8: Complete instructions for installing Release 11.2.8 which is the latest full installer is mentioned in the Oracle Enterprise Performance Management System Installation and Configuration Guide . See Installing EPM System Products for more details.

  2. Download Release 11.2.9: Download the Oracle Enterprise Performance Management System Release 11.2.9 files from Oracle Software Delivery Cloud (http://edelivery.oracle.com/). Oracle recommends that you download files to a shared drive.

    The files available for download are as follows:

    • Oracle Enterprise Performance Management System - 11.2.9.0.000 for Microsoft Windows x64 (64-bit)
    • Oracle Enterprise Performance Management System - 11.2.9.0.000 for Linux x86-64
    • Oracle Enterprise Performance Management System - Client Installers 11.2.9.0.000 for Microsoft Windows x64 (64-bit)
    • Oracle Data Relationship Management 11.2.9.0.000 for Microsoft Windows (64 bit)

    From the Oracle Software Delivery Cloud (http://edelivery.oracle.com/), select the products that you licensed and add them to the cart. All required zip files are included. Select your platform, and download the files into /download_location .

  3. Apply Release 11.2.9: See Applying Release 11.2.9 for more details.

Updating from Release 11.2.x

Oracle Enterprise Performance Management System Release 11.2.9 can only be applied to Release 11.2.8. To update from an earlier release. you must first update to Release 11.2.8 before proceeding with the steps below:

  1. Download Release 11.2.9: See Step 2: Download Release 11.2.9 in Installing EPM for the first time for more details.

  2. Apply Release 11.2.9: See Applying Release 11.2.9 for more details.

Upgrading from Release 11.1.2.x

You can upgrade Oracle Enterprise Performance Management System Release 11.1.2.x products to Release 11.2.x. EPM System Release 11.2.9 can only be applied to Release 11.2.8.

  1. Install Release 11.2.8: Complete instructions for installing Release 11.2.8 which is the latest full installer is mentioned in the Oracle Enterprise Performance Management System Installation and Configuration Guide . See Installing EPM System Products for more details.

  2. Download Release 11.2.9: See Step 2: Download Release 11.2.9 in Installing EPM for the first time for more details.

  3. Apply Release 11.2.9: See Applying Release 11.2.9 for more details.

Applying and Rolling Back Release 11.2.9

Prerequisites

  1. Disable the anti-virus software before you apply Release 11.2.9 to your environment. Ensure that you have the anti-virus software disabled for the entire duration of the update process. Anti-virus software can be re-enabled when the update is complete.
  2. Stop services:
    • Oracle Enterprise Performance Management System services
    • Node Manager Windows Service and Oracle HTTP Server, if you are using Oracle HTTP Server as your web server
    • WebLogic Administration Server

    For information about stopping services, see Starting and Stopping EPM System Products in Enterprise Performance Management System Installation and Configuration Guide .

  3. Back up these folders:
    • EPM Oracle Home. The default EPM Oracle home location is MIDDLEWARE_HOME/EPMSystem11R1.
    • EPM Oracle Instance. The default location for the EPM Oracle Instance is MIDDLEWARE_HOME/user_projects/epmsystem1.

    You can delete these folders after you apply the update and validate the installation.

  4. Back up the keystores from:
    • MIDDLEWARE_HOME\jdk\jre\lib\security\cacerts
    • MIDDLEWARE_HOME\EPMSystem11R1\common\JRE\Sun\1.8.0\lib\security\cacerts

    Note:

    Ensure that you restore the backed up keystores (cacerts) after applying the update to Release 11.2.9.

Applying Release 11.2.9

Release 11.2.9 applies a set of OPatches for all EPM system components on your environment. Oracle recommends that you apply the entire set using the ApplyUpdate utility.

Ensure that you meet all the prerequisites before you apply Oracle Enterprise Performance Management System Release 11.2.9 to your environment. See Prerequisites for more details.

From the Oracle Software Delivery Cloud (http://edelivery.oracle.com/), select the products that you licensed and add them to the cart. All required zip files are included. Select your platform, and download the files into /download_location .

Release 11.2.9 (Release 11.2, Update 9) includes the following deliverables:

  • Oracle Enterprise Performance Management System - 11.2.9.0.000 for Microsoft Windows x64 (64-bit)
  • Oracle Enterprise Performance Management System - 11.2.9.0.000 for Linux x86-64
  • Oracle Enterprise Performance Management System - Client Installers 11.2.9.0.000 for Microsoft Windows x64 (64-bit)
  • Oracle Data Relationship Management 11.2.9.0.000 for Microsoft Windows (64 bit)

Unzip the files into /download_location.

  • Use a zip file extraction program that can handle long path names, such as 7-Zip.
  • If you are prompted that any files or common components already exist, click Yes to overwrite the files.
  • Unzip to a directory with no spaces in the name.
  1. To Apply Release 11.2.9 (Release 11.2, Update 9):
    1. On Windows: Navigate to the directory where you extracted the ZIP files. Launch PowerShell from the Start Menu and run the following script from the directory where you extracted the ZIP file. For example, navigate to 11.2.9.0-Update-Win directory and run the following script.
      .\ApplyUpdate.ps1 <MIDDLEWARE_HOME>
    2. On Linux: Navigate to the directory where you extracted the ZIP files. Run the following script from the directory where you extracted the ZIP file. For example, navigate to 11.2.9.0-Update-Linux folder and run the following script:
      ./ApplyUpdate.sh <MIDDLEWARE_HOME>
  2. You must now start all the services. For information about starting services, see Starting and Stopping EPM System Products in Enterprise Performance Management System Installation and Configuration Guide.

Rolling Back Release 11.2.9

Ensure that you meet all the prerequisites before you proceed with the rollback feature. See Prerequisites for more details.

The rollback feature allows you to rollback all the OPatches except the following:

  • JDK OPatches
  • Weblogic CPU OPatches
  1. To Rollback the update:
    1. On Windows: Navigate to the directory where you extracted the ZIP files. Launch PowerShell from the Start Menu and run the following script from the directory where you extracted the ZIP file. For example, navigate to 11.2.9.0-Update-Win directory and run the following script:
      .\RollbackUpdate.ps1 <MIDDLEWARE_HOME>
    2. On Linux: Navigate to the directory where you extracted the ZIP files. Run the following script from the directory where you extracted the ZIP file. For example, navigate to 11.2.9.0-Update-Linux folder and run the following script:
      ./RollbackUpdate.sh <MIDDLEWARE_HOME>
  2. You must now start all the services. For information about starting services, see Starting and Stopping EPM System Products in Enterprise Performance Management System Installation and Configuration Guide.

Note:

If Essbase OPatches are applied externally, the rollback feature will update the Essbase version to 33. If you want to further upgrade the version, note that you must apply the required OPatch manually.

Verifying Status

You can check the status of the ApplyUpdate or Rollback script by following one of the steps below:

  1. Open Oracle Enterprise Management System Workspace, click Help > About Oracle Enterprise Performance Management System Workspace > Fusion Edition > Show Details.
  2. Check the inventory for Oracle Enterprise Performance Management (EPM) OPatches. To check the inventory for EPM OPatches, enter the following command in one line:

    Before running this command, ensure that you change the directory from the command line to : <MIDDLEWARE_HOME>\EPMSystem11R1\OPatch

    • On Windows: opatch lsinventory -oh <MIDDLEWARE_HOME>\EPMSystem11R1 | findstr /i /L /c:"Patch"
    • On Linux: opatch lsinventory -oh <MIDDLEWARE_HOME>\EPMSystem11R1 | grep "Patch[ ][ ]" 
    Sample Output:
D:\Oracle\Middleware\EPMSystem11R1\OPatch lsinventory -oh D:\Oracle\Middleware\EPMSystem11R1\OPatch | findstr /i /L /c:"Patch  "
Patch  33727616     : applied on Sun Feb 20 23:39:56 PST 2022
Patch  33678607     : applied on Sun Feb 20 23:36:01 PST 2022
Patch  33093748     : applied on Sun Feb 20 23:35:18 PST 2022
Patch  32720458     : applied on Sun Feb 20 23:34:51 PST 2022
  3. Check the inventory for Oracle Fusion Middleware (FMW) OPatches. To check the inventory for FMW Opatches, enter the following command in one line:

    Before running this command, ensure that you change the directory from the command line to : <MIDDLEWARE_HOME>\OPatch

    • On Windows: opatch lsinventory -oh <MIDDLEWARE_HOME> | findstr /i /L /c:"Patch"
    • On Linux: opatch lsinventory -oh <MIDDLEWARE_HOME> | grep "Patch[ ][ ]" 
    Sample Output:
Oracle Interim Patch Installer version 13.9.4.2.7
OPatch version    : 13.9.4.2.7
OPatch detects the Middleware Home as "D:\Oracle\Middleware"
Patch  33727616     : applied on Tue Apr 12 19:02:01 EDT 2022
Unique Patch ID:  24578917
Patch description:  "WLS PATCH SET UPDATE 12.2.1.4.220105"
Patch  33678607     : applied on Tue Apr 12 18:59:04 EDT 2022
Unique Patch ID:  24558585
Patch description:  "RDA release 20.4-20211126 for OFM SPB"
Patch  33093748     : applied on Tue Apr 12 18:58:36 EDT 2022
Unique Patch ID:  24325771
Patch description:  "One-off"
Patch  32720458     : applied on Tue Apr 12 18:58:19 EDT 2022
Unique Patch ID:  24558359
Patch description:  "JDBC 19.3.0.0 FOR CPUJAN2022 (WLS 12.2.1.4, WLS 14.1.1)"
Patch  1221412      : applied on Tue Apr 12 18:57:54 EDT 2022
Unique Patch ID:  24516660
Patch description:  "Bundle patch for Oracle Coherence Version 12.2.1.4.12"
Patch  33697227     : applied on Tue Apr 12 18:54:58 EDT 2022
Unique Patch ID:  24560598
OPatch succeeded.

The log file details and location of the files are described in the table below:

Table 1-1 Log Names and Location

Script Summary Log File Name Detail Log File Name Location
ApplyUpdate ApplyUpdateSummary.log ApplyUpdateDetail-<Day>.<DD>.<MM>.<YYYY>-<HH>.<MI>.<SS>.log <EPM_ORACLE_HOME>/diagnostics/logs/install/
RollbackUpdate RollbackUpdateSummary.log RollbackUpdateDetail-<Day>.<DD>.<MM>.<YYYY>-<HH>.<MI>.<SS>.log <EPM_ORACLE_HOME>/diagnostics/logs/install/

Summary log contains the status of each product OPatch and detail log contains the detailed information about the status of each OPatch applied along with the OPatch output. For more details on OPatches Common Error Messages, tips and troubleshooting, see Tips and Troubleshooting for more details.

Optional: Applying Individual OPatches

Oracle recommends that you apply the set of Oracle Enterprise Performance Management System Release 11.2.9 product Opatches together, using the ApplyUpdate script. See Applying Release 11.2.9 for more details.

However, you can also apply selected OPatches based on your operating system environment:

Note:

It is recommended to take a back up of the original configure<OS>.properties file before you edit the properties file for the desired OPatches.
  1. From the directory where you downloaded and extracted the 11.2.9.0-Update-<OS>.zip file, open configureWindows.properties or configureLinux.properties based on your operating system.
  2. In the configure<OS>.properties file, include only those products that you want to apply. For example, if you want to apply Oracle Hyperion Calculation Manager OPatch, ensure that the entry CALC=33833872 is present in the configure<OS>.properties file. The list of individual products and their OPatch IDs in the configure<OS>.properties file are listed below:
    • Infra=33833985
    • CALC=33833872
    • Workspace=33833850
    • FDMEE=33833974
    • FCM=33833967
    • HFM=33833970
    • FR=33833903
    • HP=33833917
    • HPCM=33833979
    • HSS=33833984
    • TAXPROV=33834536

    Note:

    Oracle Hyperion Tax Governance is included in Oracle Hyperion Financial Close Management (FCM) OPatch.
    For more details on individual EPM system products, OPatch ZIP file names and OPatch IDs, see OPatch Dependencies and Details.
  3. Run the ApplyUpdate Script to apply the individual OPatch:
    • On Windows: 
      ApplyUpdate.ps1 <MIDDLEWARE_HOME>
    • On Linux: 
      ApplyUpdate.sh <MIDDLEWARE_HOME>

    Note:

    Refer to your individual OPatch Product Readme for more information.

OPatch Dependencies and Details

The following table lists the set of OPatches and dependencies for individual EPM system components:

Table 1-2 OPatch Details

Product Product OPatch ID OPatch Dependency - Component OPatch Dependency - ID
Oracle Hyperion Infrastructure 33833985-Infra-Generic.zip NA NA
Oracle Hyperion Calculation Manager 33833872-Calcmanager-Generic.zip NA NA
Oracle Hyperion Enterprise Performance Management Workspace 33833850-Workspace-Generic.zip NA NA
Oracle Hyperion Financial Data Quality Management Enterprise Edition (FDMEE) 33833974-FDMEE-Generic.zip NA NA

Oracle Hyperion Financial Close Management (FCM)

Note: Oracle Hyperion Tax Governance is included in this OPatch.

33833967-FCM-Generic.zip NA NA
Oracle Hyperion Financial Management 33833970-HFM-Windows.zip ADF 33697227
WebLogic 33751264
Oracle Hyperion Financial Reporting (FR) 33833903-FR-Windows.zip NA NA
Oracle Hyperion Planning 33880375-Planning-Generic.zip Oracle Hyperion Essbase Runtime Client 11.1.2.4.047 Patch Set Update (PSU) 33485386
Oracle Hyperion Essbase Server 11.1.2.4.047 Patch Set Update (PSU) 33485383
ADF CPU 33697227
Oracle Hyperion Profitability and Cost Management (HPCM) 33833979-HPCM-Generic.zip NA NA
Oracle Hyperion Shared Services 33833984-HSS-Generic.zip NA NA
Oracle Hyperion Tax Provision (TAXPROV) 33834536-TAXPROV-Generic.zip NA NA

Defects Fixed

Release 11.2.9 resolves the following defects:

Table 1-3 Defects Fixed in 11.2.9

Product Defect Number Decsription
Oracle Hyperion Infrastructure 33589968 EPM 11.2.7 / Essbase 11.1.2.4.044 Opmn Errors, Cannot Open LIBESSUTLU.SO
33907002 Applying 11.2.8 Update does not apply Fusion Middleware Patches listed in Readme.
33861399 EPM 11.2.7 Installation removes OCI Library files required for Essbase SQL Interface functionality.
33406589 FDMEE ODI Agent Log missing on Version 11.2.4.0
33805278 Applying 11.2.7 Maintenance Release JAVA doesn't change
Oracle Hyperion Financial Data Quality Management Enterprise Edition (FDMEE) 33591510 CHANGE SIGN OPTION GETTING RESET WHEN YOU EDIT SCRIPT IN MAPPING PAGE
Oracle Hyperion Enterprise Management System Workspace 30833231 Default start up options are not shown for selected users in Manage Preferences section
33596553 Accessibility issue, press control plus F6 followed by tab not launching floating frame
Oracle Hyperion Financial Close Management 33974107 Performance improvement for handling high user loads.
33811290 Refresh button will now add new tasks to the Worklist.
33937144 Dataset Dashboard column headers will refresh correctly to match the table data
Oracle Hyperion Financial Management 33693242 MAJOR INCIDENT - UNABLE TO OPEN HFM APPLICATION UPGRADED FROM 11.1.2.4 TO 11.2.6
33421325 SLOW CONSOLIDATIONS IN HFM 11.2.6 COMPARED TO 11.1.2.4
30516529 RE-ENABLE MULTIPLE FILE SELECT INPUT ON HFM LOAD PAGES DISABLED DUE TO ADF BUG 30512717
32719641 DATA EXTRACT FROM TASK FLOW DOESNT EXTRACT HEADER IRRESPECTIVE OF EXTRACT TYPE SELECTED
26444010 HFM 11.2.X DOES NOT DISPLAY TIMESTAMPS CORRECTLY
33003833 UNABLE TO GENERATE ICP REPORT IN TASK FLOW WHEN OVERRIDE MATCHING TOLERANCE IS ENABLED
33098832 HFM UNABLE TO STOP DATA EXTRACT, TASK GOES TO "SCHEDULED STOP"
Oracle Hyperion Financial Reporting 33920842 Rendering of data is delayed when viewing a report in HTML view.
33104988 The Format Chart utility Element Style tab does not retain dataset color settings.
33707160 HTML Preview indentation collapses when "Conditional Suppression" is used.
33771837 Exporting with LCM generates errors even though files are successfully exported.
33831377 OAM protected URL for FR Designer does not work.
33942506 Book POV is not available for all users.
Oracle Hyperion Planning 33715760 Copy Link option does not work in Microsoft Edge browser.
33450592, 33682535, 33603756 Business Rules with members type Run Time Prompt cannot be launched from SmartView.
32823390, 33895270, 32914697 Launching business rule from data form context in SmartView may not pick correct page members for Run Time Prompt.
33126218 In certain cases, the members in data form page drop down may not be displayed.
31613176, 33214547 It may not be possible to create another Planning datasource after creating one datasource in the same logged-in user session.
33590460 By default, add comments pane in Planning data form is in collapsed state
33212217 It may be possible to upload any invalid file type for user image in user preferences.
33210615 When trying to open data form, user may get ADF error.
Oracle Hyperion Profitability and Cost Management 33890575 For user-defined members in the Measures dimension for Standard Profitability applications, the Update Dimension job was only loading the direct children of the User Defined Driver Measures node. In release 11.1.2.4 it was possible to create a hierarchy of user-defined members under this node and they would all get loaded; that capability is restored in this release update.
33945913 Profitability and Cost Management applications write various runtime statistics during the calculation processes. For large Standard Profitability applications, writing these statistics can add considerable time to the calculation. These statistics are reported in the Execution Statistics reports, which are particularly useful while developing the model, but may not be needed for production runs. For Standard Profitability applications, this release update adds the capability to set an installation preference to bypass posting the runtime statistics, in order to reduce the execution time.

To disable writing of runtime statistics for Standard Profitability applications, run the following SQL script using Oracle SQL Developer or another SQL tool:

For Oracle Database:

<EPM_ORACLE_HOME>/products/Profitability/database/Common/Oracle/Patch_33964279_SPStatDisable.sql

For Microsoft SQL Server Database:

<EPM_ORACLE_HOME>/products/Profitability/database/Common/MSSQLServer/Patch_33964279_SPStatDisable.sql

Note that when the statistics are disabled, Execution Statistics reports and Genealogy Statistics reports will be blank.
Oracle Hyperion Tax Provision 33717458 Calculation for FXBVTCY is fixed to provide correct result

Known Issues

There are no known issues in Release 11.2.9.

Error Correction Policy

This topic outlines the error correction policies for Oracle Enterprise Performance Management (EPM) Release 11.2.x.

For information on the Oracle Enterprise Performance Management Error Correction Policy, visit these My Oracle Support articles:

  • Oracle Enterprise Performance Management (EPM) 11.2 Software Error Correction Policy [Doc ID 2749950.1]
  • Oracle Enterprise Performance Management (EPM) Release 11.2 Grace Periods for Error Correction [Doc ID 2627593.1]

Tips and Troubleshooting

Tips and troubleshooting topics are listed in the Installation and Configuration Troubleshooting Guide.

All Oracle Enterprise Performance Management System guides are available in the library on the Oracle Help Center: https://docs.oracle.com/en/applications/?tab=8.

Documentation Updates

Accessing EPM System Product Documentation

Find the latest Oracle Enterprise Performance Management System product guides in the Oracle Help Center (https://docs.oracle.com/en/). To access documents to view or download, click the Applications icon. In the Applications Documentation window, select the Enterprise Performance Management tab, and then look for your release in the Enterprise Performance Management list.

You can also find deployment-related documentation on the Oracle Technology Network (http://www.oracle.com/technetwork/index.html) and on the Oracle Software Delivery Cloud website (http://edelivery.oracle.com/EPD/WelcomePage/get_form).