IMPORTANT Actions and Considerations

PRE-UPGRADE CONSIDERATIONS

Modifications to Known Functionality

Before upgrading to Oracle CPQ 24C, we recommend you review the modifications to known functionality and plan accordingly.

Oracle CPQ Feature

Description
Performance Logging

The following performance logging enhancements are included in Oracle CPQ 24C:

  • The Session ID and IP Address is anonymized in the Bulk Download and REST API response.
  • When application event logging or response logging is enabled, the Request ID is included in the response header.
Pricing

In Oracle CPQ 24C collaborative quoting when a header type Pricing attribute value is modified the Pricing Engine is triggered for pricing update.
Product Workbench

In Oracle CPQ 24C the Product Workbench for Oracle CPQ Administrators should not be used for pricing a Standard Item with the same service product based on the duration. Instead, Pricing Portal (or Product Workbench for sites integrated with Oracle Sales) should continue to be used for this type of pricing in the 24C Update.  A future release will address this functionality and correct this limitation.  This is not applicable to BOM Items.

BML

As part of Oracle CPQ 24B and later, the html() BML function is supported to provide a method for HTML escaping (output encoding) of a string as safe plain text. This applies for content that originated from user input which could be vulnerable to injection attacks such as cross-site scripting (XSS). Refer to BML String Functions for more information.

Commerce Attributes

In Oracle CPQ 24B and later, you cannot delete Commerce attributes that are referenced to any Commerce layout.
Integration

As part of Oracle 24B and later security software updates, web-based browsers may block redirects from the Oracle CPQ server to external sites. The web browser changes will impact Oracle CPQ integrations with non-Oracle software (i.e. Salesforce). Administrators can log a Service Request (SR) on My Oracle Support to add trusted domains to their allowed partner list to ensure integration connectivity.
Native Lightning UI for Salesforce Connector

As previously announced, the Salesforce Native Lightning UI, also known as the "Lightning Mode", has reached end of life and is no longer supported in the Salesforce managed package. As a result, we have released the Oracle CPQ for Salesforce Connector Managed Package 8.8 which removes the Use Embedded Mode in Lightning setting from the Site Settings page. Embedded mode becomes the only option and the Native Lightning UI can no longer be toggled on. Refer to Oracle CPQ for Salesforce Connector Installation and Setup Guide for more information.
Salesforce Integration - Enable CRM OAuth

When one or more Salesforce Connections are enabled in the Integration Center and the Enable CRM OAuth is set to No, users cannot be paired to a Salesforce connection. Oracle CPQ displays an error message.

To resolve this issue, go to the Oracle CPQ General Site Options page and set the Enable CRM OAuth to Yes.

Salesforce Integration - PKCE Enabled

In Salesforce Winter24 the Require Proof Key for Code Exchange (PKCE) was introduced and enabled by default for all NEW connected apps. Oracle CPQ does not support PKCE and provides an error when PKCE is enabled while setting up new connection. To resolve this issue, go to the Connect App Setting > API (Enable OAuth Settings), uncheck the Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows setting, and click Save.

Planned Changes to Supported Features

To continually improve our application, Oracle CPQ routinely evaluates product capabilities to identify older features that should be replaced with improved functionality. Supporting outdated features adversely impacts the value that we bring to our customers. This announcement provides information to CPQ administrators and IT professionals to prepare for future updates, including the uptake of provided alternative functionalities. The table below includes planned feature deprecations and their removal release schedule.

What does this mean?

“Deprecated” means the feature is planned for removal in a future Oracle CPQ Update (see End of Life column in the table below). The feature will continue to function for existing users until that time but will not be further enhanced or documented. After removal, the feature will no longer be supported or function.

Oracle CPQ Feature

Deprecation Announced

End of Life and Removal

Description

WebMethods Connection Method

 24B 24D

We are announcing the deprecation of the WebMethods Connection Method for Real-Time Integration. If you are currently using WebMethods Connection, we recommend administrators plan the transition to HTTP Post Connect Method. The end of life and removal of this functionality will occur in Oracle CPQ 24D.

Custom JavaScript and CSS

While Oracle CPQ does not endorse or guarantee the use of JavaScript customizations, we recognize that some customers have extended the Oracle CPQ. Customizations may conflict with new Oracle CPQ platform features, data may be corrupted or lost, maintenance and support may be difficult, cross-browser support must be verified, performance may be impaired, and testing is required for each upgrade. Customers should consider carefully the relative benefits of JavaScript customizations in light of the associated risks.

Customers are recommended to utilize the CPQJS APIs instead of manipulating the Document Object Model (DOM) structure or specific elements, classes or IDs.

If customers have added custom JavaScript that leverages the Document Object Model (DOM) structure or specific elements, classes or IDs, this customization should be thoroughly tested and may require refactoring.

Oracle CPQ 23A and later supports JET v12.1.0. Please note the following:

  • Select One component (<oj-select-one>) is deprecated and has been replaced with Select Single (<oj-select-single>). The following are impacted by this change: Favorites List and Detail pages, Commerce Analytics graph, and Single Select Menu (SSM).
  • Standard JET tables with data table cell tag (<td>) has updated id property syntax and the headers property is removed. For example:

    • JET v12.1.0 syntax: <td class="oj-table-data-cell oj-form-control-inherit" id="mandatoryModels-table:48_0">Recommended Model 1</td>

    • JET v10.0.0 syntax: <td class="oj-table-data-cell oj-form-control-inherit" id="mandatoryModels-table:modelName_48" headers="mandatoryModels-table:modelName">Recommended Model 1</td>
  • For Configuration Array set read-only cells, .oj-table-data-cell.oj -hover styling has been updated from background-color: #f2f2f3; to linear-gradiant (rbg(242, 242, 243), rgb(242, 242, 243)).
  • When changing column selections for Simple List UIs and Configuration BOM panels, you need to hover over the columns to see the options list display. This change impacts Recommended Items List, Asset List, Performance Logs, and Eligibility Rules.
  • In data tables, clicking on a table cell selects the current value in the table cell (all table cell contents are highlighted). If you begin typing, the newly entered content replaces the highlighted content.
  • In the Commerce Layout Editor, the tooltip remains in view even after the applicable field is no longer visible.
  • The error message text for required attributes is modified from "Enter a value" to "Select a value".

  • When a sales user edits a date attribute, the date-picker tool will not automatically open. The user must either type in a value or click the date picker icon to select a value. On a mobile device, the user must select the date picker icon to select a value.

IMPORTANT: JET widget CSS applies to elements with class that starts with '.oj'. Oracle JET reserves this as a namespace. As such all customized elements that include '.oj' should be reviewed, tested, and refactored. Going forward no customized elements should include '.oj' in order to prevent future issues.

Oracle CPQ 22C upgraded jQuery to 3.6.0. Customers using earlier versions of jQuery need to upgrade and test their JavaScript customizations.

Refer to the following resources for more information:

Migration

When using Import From Source or Connect To Destination to migrate content, both sites must use the same major update. The migration of content can only occur across minor updates within the same major update.

  • "Major update" = Update 24C
  • "Minor update" = Update 24C Patch 1

When using Migration Packages, content from 19A and forward can be uploaded to the latest site version.

Resolved Known Issues

For information on bugs fixed in Update 24C, refer to the Oracle CPQ 24C Resolved Known Issues document available on My Oracle Support and the Oracle CPQ Administration Online Help.

Translation

For some system-defined messages and components, strings were removed and others added in Oracle CPQ 24C. If you have created your own implementation-specific translations of system-defined strings, some of these strings may no longer appear. Other strings may appear in English. The strings appearing in English are new and require translation.

Most of these messages and components are on the Administration side of Oracle CPQ, but you should review both your end user and administration pages before deploying your updated installation to confirm that all strings appear in the desired language.

Translation Status

Oracle CPQ supports the consumption of both single and multi-byte character sets. Submit a service request on My Oracle Support to enable your site for a new language.

For the following languages, a translation of the Oracle CPQ user interface is available for both the platform and the reference application:

  • Chinese (Simplified) [China]
  • Chinese (Traditional) [Taiwan]
  • Czech [Czech Republic]
  • Danish [Denmark]
  • Dutch [Netherlands]
  • English
  • Finnish [Finland]
  • French
  • French [Canada]
  • German
  • Hungarian [Hungary]
  • Italian
  • Japanese [Japan]
  • Korean [South Korea]
  • Norwegian (Bokmål) [Norway]
  • Polish [Poland]
  • Portuguese [Brazil]
  • Romanian [Romania]
  • Russian [Russia]
  • Spanish (Worldwide)
  • Swedish [Sweden]
  • Turkish [Turkey]

POST-UPGRADE CONSIDERATIONS

Upgrade and test all test instances on Oracle CPQ 24C before upgrading to production.

Customer Upgrade Testing

Customers should actively test new versions applied to non-production environments before a scheduled production upgrade. At minimum, customers should test the lifecycle of a transaction, with the typical actions that sales users perform. These may include but are not limited to: start transaction, new configuration, reconfigure existing configuration, parts search, discounting, printing, revisions, and approvals. Integration points should also be tested. Reviewing the What's New is highly recommended as this practice may indicate additional focus areas for testing.

Customers should also test any customizations made on the environment, especially JavaScript and unsupported integrations. Note that custom JavaScript is the most frequent cause of post-upgrade issues. Custom JavaScript and unsupported integrations are not supported by Oracle Support or Development. In particular, note that an upgrade may introduce changes to the DOM, which could impact use of customer JavaScript and CSS.

While Oracle CPQ does not endorse or guarantee the use of JavaScript customizations, we recognize that some customers have extended Oracle CPQ to support critical use cases. JavaScript API ("CPQJS") includes methods for accessing attributes, actions, and other elements on the JET Configuration and JET Transaction UIs. Customers should consider carefully the relative benefits of JavaScript customizations in light of the associated risks. Customizations may conflict with new Oracle CPQ platform features, data may be corrupted or lost, maintenance and support may be difficult, cross-browser support must be verified, performance may be impaired, and testing is required for each upgrade.

Oracle CPQ does extensive testing as part of the release cycle. Therefore your testing plan efforts should focus on testing customer-specific use cases rather than general tasks such as adding a configuration attribute.

Update Early Testing and Cohort Schedule

Customers are encouraged to take advantage of the Early Test periods in their 24C Update Cohort. This provides time for you to update one or more pre-Production environments to test customizations and use cases and make any necessary adjustments. The following table summarizes the Oracle CPQ Update 24C schedule. If you are uncertain which Update Cohort you are in, please submit a Service Request (SR) on My Oracle Support.

Cohort

Early Test Updates

Pre-Production Updates

Production Updates

A

July 5 and 6

August 2 and 3

August 16 and 17

B

July 5 and 6

August 2 and 3

September 6 and 7

September 20 and 21 

C

August 2 and 3

September 6 and 7 

October 4 and 5

October 18 and 19

Oracle CPQ follows the Oracle SaaS Cohort Update Policy and Schedule. Quarterly Updates cannot be skipped. You need to integrate your Update schedule into your business and project plans. Customers must opt-in to Early Test by submitting a SR on My Oracle Support. You may elect to permanently opt-in to Early Test but must keep the same Early Test sites and cadence to do so.

Customers may request to have a few Pre-Production environments upgraded along with the Production environment on the standard Production schedule by submitting a SR on My Oracle Support. You may request to have the same sites upgraded along with your Production environment permanently to avoid having to submit SRs every quarter.

Issues after Upgrade

If a customer experiences issues after the upgrade, there are two different processes depending on if the upgrade is a non-production or production upgrade.

Issues after Non-Production Upgrade

  • Log a Service Request (SR) through My Oracle Support.
  • The Service Request will be picked up by Customer Support, and assigned to the Point of Contact (POC).
  • The Service Request is worked as a standard Customer Support Service Request.

NOTE: In some instances the customer administrator may resolve issues without opening a Customer Support Service Request.

Issues after Production Upgrade

  • In most cases, production upgrades go smoothly and the Upgrade Service Request is closed once the upgrade completes.
  • The customer is instructed to open a "Severity 1" Service Request in the event that there is a critical issue after the production upgrade that was not identified after the non-production upgrade. Critical issues after upgrade would be considered production site down, 100% of users cannot quote, or other revenue impacting business critical issues.
  • Once the "Severity 1" Service Request is created, the on-call team is notified.
  • On-call team member(s) will work the Service Request towards resolution.
  • On-call team member will then reach out to Oracle Upgrade Specialist who performed the post upgrade validation if needed.

Browser Support

Oracle CPQ supports all browser versions that meet the criteria of the Oracle Software Web Browser Support Policy.

If you experience issues using a supported browser version, open a ticket on My Oracle Support to resolve the issue. If an issue arises when using a supported browser, use a certified browser version until a fix is delivered. Certified browsers are selected based on current market share and are thoroughly tested to work with the current version’s standard functionality.

Certified Browsers

Windows

  • Google Chrome 122.x
  • Mozilla Firefox 125.x
  • Microsoft Edge 124.x

Mobile Devices

  • Apple iPad iOS 17.x, Safari browser
  • Apple iPhone iOS 17.x, Safari browser

IMPORTANT: Compatibility issues with the selected browsers may exist when sites are created with additional JavaScript, alternate CSS, or other custom functionality. Customizations may require add-on work. Contact My Oracle Support to determine the availability of workarounds and minor fixes.

Salesforce Integration Support

Oracle officially supports version 8.x of the Oracle CPQ Connector for Salesforce.

Training

Please refer to the release documentation for all versions between your current version and the version to which you are upgrading to see all new functionality, resolved known issues, and functional known issues.

Refer to the Oracle CPQ Administration Online Help to become familiar with the new features introduced in Oracle CPQ 24C. For additional help, see My Oracle Support.

Verify any information not explicitly mentioned in this document as supported by the software against the product help for Oracle CPQ 24C.

Additional Information

For more information on Oracle CPQ, visit the Oracle CPQ documentation site.

Disclaimer

The details in this document are provided for high-level informational purposes only and are not intended to function as a specification or to replace the Online Help. Upgrading to a subsequent release may require the re-deployment of Commerce Processes, Configuration, or global function settings. Modifications to integration XSL files or APIs may also be required.