IMPORTANT Actions and Considerations

PRE-UPGRADE CONSIDERATIONS

Modifications to Known Functionality

Before upgrading to Oracle CPQ 25B, we recommend you review the modifications to known functionality and plan accordingly.

Oracle CPQ Feature Description
Administrator Access Permissions

In Oracle CPQ 25A we announced the deprecation of the legacy Access Permissions feature for Oracle CPQ. Access Permissions, sometimes referred to as Admin Segmentation, have been replaced by Administrator Groups. Enabling Administrator Groups has been an opt-in feature. If you have not enabled Administrator Groups, we recommend administrators plan to transition to Administrator Groups before the end of life and removal of the legacy Administrator Access Permission in Oracle CPQ 25C.

In Oracle CPQ 25B to prevent customers from deploying a soon-to-be deprecated feature, we have disabled set up of Administrator Access Permissions for the following:

  • New customer sites
  • Existing customer sites with Administrator Groups enabled
  • Existing customer sites that have not enabled either Administrator Access Permission or Administrator Groups
Warning: Existing customers who are not using Administrator Access Permission will have Administrator Groups forced ON. When Admin Groups are turned on, all Full Access users will lose access to administration unless they are Application Administrators. If a Full Access users cannot access Administration following upgrade, an Application Administrator will need to explicitly grant them access via Admin Groups.
Legacy Quoting Rich Text Editor

As part of our ongoing efforts to enhance our product, beginning in Oracle CPQ 25B we have replaced the legacy Rich Text Editor (RTE) in the Legacy Quoting UI with a new editor, consistent with the one used in the JET Quoting UI. This upgrade introduces a more robust and user-friendly text editing experience while maintaining compatibility with the existing Legacy UI. The new editor offers enhanced functionality such as improved formatting options, better performance, and cross-platform compatibility. All existing content and formatting will remain intact, ensuring a seamless transition for users.

Impact on Behavior:

  • Existing text and formatting will remain intact; no migration effort is required.
  • Users will notice differences in the editor's layout and tool availability.
  • Enhanced accessibility features make editing more inclusive for all users.
Oracle CPQ and Oracle Fusion Integrations Oracle CPQ 25B new Partner Organizations set up in Oracle CPQ and Oracle Fusion Integrations will not include the Partner Organization SuperUser account. The newly elevated Partner Organization User Administration Permission account will replace the SuperUser. 
Partner Company Layout Enhancements

Oracle CPQ 25B made subtle layout improvements to the following Partner Companies, formerly Company Administration List page:

  • Displays External License Metrics at the top of the page
  • Added an Assigned Users column with link to Users page displaying all users for that company
User Management Layout Enhancements

Oracle CPQ 25B made subtle layout improvements to the following User Management pages.

  • Users formerly User Administration List page:
    • Adds a Company drop-down for host company filtering of the user list (read-only field for Partner Organizations)
    • Displays License Metrics at the top of the page
    • Adds a View drop-down
    • Reorders and adds Status to the User List columns
  • User Detail formerly User Administration page:
    • Reorganizes and renames sections
    • Adds the Group Association section
    • Supports a Reset Password action button
SOAP Groups API with Web Services Beginning in Oracle CPQ 25B when the Host Company Application Administrator creates a group with no users for a Partner Organization via SOAP Groups API, a SuperUser will no longer be added as a default member to the group.
Application Administrator Permission Oracle CPQ 25A and later introduced the Application Administrator permission that can be granted to host company FullAccess users. You should review the Application Administrator Permission information and if you haven’t already done so, plan your transition prior to upgrading your site. Refer to the Application Administrator in the Oracle CPQ System Administration Online Help
Content Security Policy (CSP) The Oracle CPQ 25A and later CSP policy intentionally blocks framing as a security measure. Customers can log a Service Request (SR) to discuss the CSP policy and determine if special circumstances for allowing framing is required. Care must be taken when framing is referenced due to the risk of compromising the Oracle CPQ site.
Content Security Policy (CSP) Imports

The Oracle CPQ 25A and later CSP policy intentionally blocks loading all external resources (i.e. images, fonts, scripts, style, etc.) as a security measure. All custom scripts and style resources must be stored in the CPQ File Manager.

Customers can log a Service Request (SR) to discuss the CSP policy and determine if special circumstances for allowing external resource access to images and fonts is required. Care must be taken when any external site is referenced due to the risk of that site being compromised and in turn compromising the Oracle CPQ site.
Basic Authentication We recommend transitioning away from Basic Authentication and to OAuth as part of your overall plan for secure communication connection. OAuth 2.0 is the industry-standard protocol for authorization. Access Tokens are more secure than basic authentication.
Firefox Browser iFrame with IDCS

Oracle CPQ customers, when embedding a third-party application in an iFrame, are likely to receive an error message preventing the third-party application from rendering. Specifically this may occur when using Oracle Identity Cloud Service (IDCS) as the Identity provider and if the Oracle CPQ domain and the third-party application domain are different. This is particularly an issue when using a Mozilla Firefox browser, as the default settings for Firefox are set to prevent cross-domain content. Google Chrome and other browsers have the default set to allow cross-domain content.

Updating your Firefox browser setting may resolve the issue:

  1. Go to the Firefox browser Settings page.
  2. Disable Enhanced Tracing Protection for the specific web portal you are using in the Firefox browser.
Please note that care must be taken when iFrames are implemented due to the risk of compromising Oracle sites. Customers can log a Service Request (SR) on My Oracle Support if further assistance is required.

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
Broadcast Email 25B 25C We are announcing the deprecation of Oracle CPQ Broadcast Emails. Broadcast Emails could pose a security risk therefore we recommend transitioning away from broadcast emails.  The end of life and removal of this functionality will occur in Oracle CPQ 25C.
Administrator Access Permissions 25A 25C

We have announced the deprecation of the legacy Access Permissions feature for Oracle CPQ. Access Permissions, sometimes referred to as Admin Segmentation, have been replaced by Administrator Groups.

Administrator Groups are currently an opt-in feature, but enabling this feature this will become mandatory and that will disable legacy Access Permissions. If you have not enabled Administrator Groups, we recommend administrators plan to transition to Administrator Groups. The end of life and removal of this functionality will occur in Oracle CPQ 25C.
Direct Login 25A 25C

We have announced the deprecation of the Direct Login for Oracle CPQ. If you are currently using Direct Login, we recommend administrators plan the transition to Single Sign-On (SSO). The end of life and removal of this functionality will occur in Oracle CPQ 25C.

Note: Direct Login is an infrequently used integration feature. This feature is enabled/disabled from the General Site Options page. This change in behavior will not affect users' ability to log into Oracle CPQ from the Oracle CPQ Login page.
SOAP v1
Web Services
 25A 25C We have announced the deprecation of the SOAP v1 Web Services for Oracle CPQ. This may include Remote Web Services Single Sign-On which use SOAP v1 Login API endpoints. If you are currently using SOAP v1, we recommend administrators plan the transition to REST Web Services. The end of life and removal of this functionality will occur in Oracle CPQ 25C.

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.

NOTE: 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 25B
  • "Minor update" = Update 25B 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 25B, refer to the Oracle CPQ 25B 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 25B. 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 25B 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 25B 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 25B 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

 April 4 and 5

May 2 and 3

 May 16 and 17

B

April 4 and 5

May 2 and 3

June 6 and 7

June 20 and 21 

C

May 2 and 3

June 6 and 7 

July 4 and 5

July 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 133.x
  • Mozilla Firefox 135.x
  • Microsoft Edge 133.x

Mobile Devices

  • Apple iPad iOS 18.x, Safari browser
  • Apple iPhone iOS 18.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.

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 25B. 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 25B.

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.