Oracle Hyperion Calculation Manager

 

Release 11.1.2.2.000 Patch Set Update (PSU): 11.1.2.2.306

Readme

About this Patch. 1

Patch Type. 2

Supported Paths to this Patch. 2

Prerequisites. 2

Other Required Patches. 2

Required User Rights. 2

Supported Platforms. 3

Supported Languages. 3

Defects Fixed in this Patch. 3

Defects Fixed in Patch 11.1.2.2.305. 3

Defects Fixed in Patch 11.1.2.2.304. 3

Defects Fixed in Patch 11.1.2.2.303. 4

Defects Fixed in Patch 11.1.2.2.302. 4

Defects Fixed in Patch 11.1.2.2.301. 5

Defects Fixed in Patch 11.1.2.2.300. 6

Known Issues in this Patch. 7

Applying this Patch. 10

Rolling Back this Patch. 10

Troubleshooting FAQs. 11

Why do I get the following patch conflict error message when running OPatch?. 11

Why do I get the OUI-67078 warning message when applying OPatch?. 11

How can I find out which releases and patches of EPM System products are installed in a deployment?. 12

I applied the patch successfully but I don’t see the changes from the patch in the product. What should I do?. 12

About this Patch

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 what is specified 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 patch set update is a cumulative patch.  This is a patch set update (PSU).

Supported Paths to this Patch

You can apply this patch to the following releases:

Oracle Calculation Manager Release 11.1.2.2.000

Oracle Calculation Manager Release 11.1.2.2.300

Oracle Calculation Manager Release 11.1.2.2.301

Oracle Calculation Manager Release 11.1.2.2.302

Oracle Calculation Manager Release 11.1.2.2.303

Oracle Calculation Manager Release 11.1.2.2.304

Oracle Calculation Manager Release 11.1.2.2.305

 

Prerequisites

Other Required Patches

Oracle Hyperion Planning 11.1.2.2.302 or later

Oracle Hyperion Enterprise Performance Management Architect 11.1.2.2.300 or later

Oracle Hyperion Workspace 11.1.2.2.300 (EPM_PSU13936087_IE9)

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.

Supported Platforms

This patch supports the same platforms as release 11.1.2.2.000

Supported Languages

This patch supports the same languages as release 11.1.2.2.000

Defects Fixed in this Patch

Defect Number

Defect Fixed

• 18227617

If you use a variable in the graphical member block component, the variable is ignored for validation, deployment, and export. Therefore, if you use Life Cycle Management (LCM) to migrate Calculation Manager rules between environments, if the variable is used in a member block of a rule, it may not migrate to the target application.

Defects Fixed in Patch 11.1.2.2.305

 

Defect Number

Defect Fixed

• 18149273

An interactive user may be able to modify Planning Global variables that the user does not own.

Defects Fixed in Patch 11.1.2.2.304

Defect Number

Defect Fixed

• 16887042

The Debug feature may not function as expected when there is a member in the script with a space in the name or when the Cleardata command is used.

• 17201095

Expanding the Planning node in Calculation Manager may produce a default process error.

• 17538878

Calculation Manager may give an error when converting a rule from script to graphical, if the rule contains /*STARTCOMPONENT:"component name"*/

/*ENDCOMPONENT*/, or if the component only has comments.

• 17569261

A rule may not validate if you use the function @MDSHIFT with a Substitution variable for one of its parameters.

• 17635601

Imported rules may be empty after stopping and restarting the Calculation Manager service.

 

Defects Fixed in Patch 11.1.2.2.303

Defect Number

Defect Fixed

• 16068481

In Firefox, when trying to open a rule, script, template, etc., the object above or below the expected object might open.

• 16276960

When a dimension with an "&" as a character of the dimension name is used in a system template, the members may not show.

• 16426837

When you use the function @NAME with a non-member string, you may get a validation error.

• 16426839

If you use a short name for an Essbase function (for example, @IDESC instead of @IDESCENDANTS), you may receive a validation error.

• 16426841

In a rule, script, formula, or template with non English characters in the name, the export file may not show the file name with the non English characters.

• 16426843

In a non-Fusion General Ledger aggregate storage rule, using the member "Allocated" in the destination of the formula may return a validation error.

• 16426847

In an Essbase Unicode application, you may not be able to save a rule name that contains more than eight characters.

• 16448013

Validating a rule using an invalid member/dimension with CALC DIM may not return a validation error.

• 16556126

If you use a template within a template with a design time prompt from template 1 assigned to a design time prompt in template2, it may not replace the design time prompt when used in a rule.

• 16612415

Variables in a ruleset may not be in the order of the rules.

• 16629445

Using a template as a macro, in a rule, script, or template may not export the template.

• 16690560

When you show the usages of an object in Calculation manager, and the usages are displayed on more than one page, clicking on the second page may return an error.

 

Defects Fixed in Patch 11.1.2.2.302

 

Defect Number

Defect Fixed

• 14738362

In a Hyperion Financial Management rule, if you make changes to the rule in script mode, and then convert to graphical mode, the double quotation marks in a formula may be removed.

• 14763674

In rulesets that have rules with variables, the variable value column should be empty until input.  It should also remain empty if the input value is removed.

• 15898295

In Hyperion Financial Management deployed rules may be displayed as not deployed.

• 15923011

The @member function is missing from the function selector.

• 15957701

After upgrading from 11.1.2.1 to 11.1.2.2, validating a rule in Calculation Manager may become unresponsive.

• 15979498

When using Hyperion Essbase enabled for SSL, you may receive the following error: Cannot connect to OLAP service. Cannot connect to Essbase Server, when expanding the Essbase node in Calculation Manager.

• 15997549

Validating a rule may cause the Calculation Manger Server to become unresponsive with an out of memory error.

• 15999661

The function selector should show functions for the destination side of a formula.

• 16042225

In a rule that uses a Fixed Loop component, editing the rule in script mode, and then converting the rule to graphical mode, may put extra parentheses around the number in the fixed loop.

• 16059401

Migrating a macro from Oracle Hyperion Business rules (Business Rules) creates a template in Calculation Manager.  Using this template in a rule may return a default process error.

• 16062871

In a Project Financial Planning application, the option "Load Predefined Rules" may not be shown.

Defects Fixed in Patch 11.1.2.2.301

Defect Number

Defect Fixed

• 13804703

Rules migrated from Hyperion Business Rules to Calculation Manager may lose the comments.

• 14347952

Exporting rules from Lifecycle Management for a Planning application that no longer exists may return errors on import.

• 14355073

A Rule may not validate if it uses the variable type StringAsNumber.

• 14462588

In a Hyperion Financial Management script object, if you make a change, and then close the object, you may get an error after selecting Save.

• 14499615

In a Hyperion Financial Management rule, making a change in a condition component in script mode, and then converting to graphical mode may remove the double quotation marks from the strings.

• 14581979

Deploying an Oracle Hyperion Enterprise Performance Management Architect (Performance Management Architect) Planning application may return an error related to a member formula.

• 14587752

In Japanese, some of the descriptions in the Set Commands template overlap.

• 14647534

Converting a rule from script to graphical, may result in the removal of parentheses.

• 14685895

When you migrating macros from Business Rules to Calculation Manager, you may be unable to view the script in Calculation Manager.

•14733813

In Chinese, when you expand Calculation Manager/ Consolidation in Lifecycle Management, you may get the error "Cannot process application artifact listing metadata."

Defects Fixed in Patch 11.1.2.2.300

Defect Number

Defect Fixed

•11700639

If you are creating a Workforce Planning, Capital Expense Planning, or Public Sector Budgeting Performance Management Architect or Classic application, the application creation may fail, and you may receive the error message, "Content is not allowed in Prolog." To prevent this error, before you create the application, navigate to Calculation Manager and expand or refresh the Planning application node.

• 11784731

If you are working with a Financial Management business rule, when you try to view the script of the business rule, an error may occur if a member list is part of the argument for OpenData.

•13542780

If you are trying to view a script, you may receive an error if you use a user-defined function in the script expression. For example, if you use @Function = 3 + @UserDefinedFunction, you will be able to view the script. If you use @Function = @UserDefinedFunction + 3, you may receive an error message when you try to view the script.

•13619510

If you are working with a Financial Management business rule that contains functions with arrays, when you try to view or deploy the rule's script, the array may be treated as a simple variable.

•13683860

If you are working with a Financial Management business rule using the new enhanced cell text function, you may receive an error when you view the script of the business rule or try to deploy it.

• 13698783

When validating a Financial Management business rule, a validation error may be generated although deployment succeeds.

•13800000

In an Internet Explorer 9 browser, in the DTP type field of custom templates, you can display DTP types, but you may not be able to select a type. To work around this issue, double-click in the DTP type field to select a type.

•14029619

Business rules that are not deployed may display the status “Deployed.”

• 14029629

If you use the function @MDALLOCATE in a business rule, a validation error may occur.

• 14249859

Calculation Manager should have the ability to parse runtime prompts and functions for the RUNJAVA command.

•14303412

You may be unable to enter #MISSING as a value after you select the #MISSING check box.

•14306196

In a business rule that uses the variable types, Numeric, Percent, Integer, DateasNumber, and StringasNumber, you should be able to enter #Missing as the validation value without receiving an error message. Currently, you receive the error, “The entered value #MISSING is not a valid number. Please enter the proper number” when you use #MISSING in these variables.

•14306216

When you enter a validation value for a percent type variable, it may be displayed as a numeric type variable.

•14318475

The function @ISACCTYPE may not validate in Calculation Manager.

•14319386

The Find/Replace feature may not search for conditions in design time prompts.

• 14333061

The functions @MBRPARENT, @BETWEEN, @EQUAL, @EXPAND, @LIKE, @MBRCOMPARE, @NOTEQUAL, and @TODAY are not supported in Calculation Manager.

•14344859

In Internet Explorer 9, standard mode, the comment and uncomment features may not work consistently.

•14350747

When you create a script with user-defined functions, some user-defined functions may not be supported by Calculation Manager and may cause a validation error.

 

Known Issues in this Patch

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

Defect Number

Defect Description

• 8860666

To read a script using screen reader software, you must copy the script to an alternate text editor.

• 8866203

If you are using screen reader software, when you open the Rule Designer or the Template Designer, the screen reader software reads out 10%, 20%, and so on, which indicates that the page load is in progress, even after the module is completely loaded and a confirmation message is announced.

• 8894789

You may receive the error message, "Error: Index: 1, Size: 1" if you paste a component after expanding or collapsing a loop or condition component. To work around this issue, use Ctrl+Shift+E to move the component within a loop or condition to the end of the loop or condition. To paste a component in the Else part of the condition, press Ctrl+Shift+I.

• 9593036

If you create a business rule using an allocation component, save and validate the rule, and then double-click on the allocation component in the Rule Designer, the Allocation wizard may not open. To work around this issue, from the Summary tab, click Edit.

• 9593061

Assume you create a business rule with an allocation component, validate and save the business rule, and then edit the allocation component. When you click on the Source tab, delete the existing account, click on the Action icon, and try to select a member from the Account dimension, the Member Selector may not open. To work around this, after deleting the existing account, press Enter.  Now click on the Action icon, select Member, and the Member Selector will be displayed.

• 9781874

In Internet Explorer, when you are working with a business rule in script mode, and you receive an error, the line in the script with the error may not be highlighted. In Firefox, when you are working with a business rule in script mode, and you receive an error, the line in the script with the error is not highlighted.

• 9795243

If you have a business rule with two formula components, each with an IF condition and a common member block, the generated script of the business rule may contain two member blocks. In graphical mode, the same business rule contains only one (correct) member block.

• 9798363

If you are working with a business rule in script mode, and you open the Find and Replace dialog, the "Wrap Search" option is not displayed in the dialog box.

• 9799861

If you create a business rule with a script or formula component that has more than 5,000 lines and save the rule, the browser may be suspended for a few minutes. To work around this, Oracle recommends that if you have a formula or script component with more than 400 lines, you should split these so that each formula or script contains between 1 and 400 lines.

• 9801375

If you are using a template that has POV as the first tab in the template wizard, when you click the Action icon on the POV, the member, variable, and function menu is displayed, but it may be displayed in the top left of your screen. To work around this issue, press Enter before you click the Action icon.

• 9804886

If you are using Internet Explorer 8 to create a business rule in script mode, and you copy text from the script to the clipboard using the "Copy to Clipboard" option, you may receive an error message.

•9815870

If you are working with a business rule in script mode, and you edit the script of the business rule, when you return to graphical mode, the edits that you made may not be retained. Modifications made to the generated comments (conversion helper tags) also may not be recognized.

• 9852647

If you use the Allocate Level to Level template in a business rule, define the offset member on the allocation dimension, save the business rule, and then edit the dimension to which to allocate the data, the offset member may still display the dimension that you selected before editing the business rule.

• 9862094

If you are working for more than eight hours, your session may expire. To work around this issue, change the token timeout setting. In Shared Services, select Administration, Configure User Directories, and then Security Options to change the Token Timeout setting.

• 9964305

If you create two business rules in Calculation Manager, and the names of the rules use the same words with different spacing, such as Rule 1 and Rule   1, the spacing is not retained within Planning, and the rules are displayed with the same name. In the database, the rule names are displayed correctly.

• 12746625

If you upgrade to this release, business rule level variables may not be migrated unless you restart Calculation Manager in Release 11.1.1.4.

• 13086605

If you are debugging a business rule in Calculation Manager, and another user is trying to work with data forms, refresh the application, or perform other Essbase operations on the same application, that user may be unable to perform these tasks. For example, if you are working on a data form in the application, App1, and another user is debugging a business rule for App1 in Calculation Manager, you might be unable to save the data form.

• 13450828, 13767552

If you are working in an environment with a bidirectional language, when you are in the Component Designer, the Formula drop-down list may not display all of its selections.

• 13525497

If you are editing a Financial Management business rule with a data range loop in script mode, when you return to editing in graphical mode, the data range loop's definition may be empty.

• 13602784

The Rule Designer might not work on Windows 2008 Server R2 64 bit operating systems because Flash is not available for these operating systems.

• 13655734

In script components, the cursor may not be displayed consistently. To work around this issue, click your left mouse button.

• 13683588

You should not be able to name a business rule or function with the same name as a major Financial Management subroutine (for example, Allocate, Calculate, Consolidate, Dynamic).

• 13729396

Values for the member range or cross-dimensional variables may not validate if they are used in two applications that do not use the same dimensions.

•14332909

Ctrl+F3 may not work for Find Next. To work around this issue, use the menu option Edit, Find Next.

•14332962

The @MDALLOCATE function may require you to enter no required parameters. If you do not enter these parameters, you may receive a message stating, “Enter values for these field(s): Round Member, Skip Flag.” You should not have to enter members for these fields.  RoundMbr is optional, unless you choose the errorsToMbr for rounder. SkipFlag is required only when the method is Spread, but the function selector will not let you click OK until you do.

To work around this issue, enter values for these fields: for the Round Member, enter a space. For Skip Flag, use the drop-down list, click OK, edit the script, and replace the skip method with a space.

 

 

Applying this Patch

This section includes important information about applying this patch for Hyperion Calculation Manager.

To apply this patch:

1.    Check whether any of these products, Calculation Manager, Hyperion Planning, Oracle Hyperion Financial Data Quality Management ERP Integrations Adapter for Oracle Applications (ERP Integrator), and Oracle Essbase Administration Services (Administration Services), is installed and their services are running.  If so, stop the following services:  CALC Manager - Web Application, Hyperion Planning - Web Application, ERP Integrator - Web Application, and the Administration Services - Web Application.

2.     Download and unzip the downloaded patch file, <PATCH FILE NAME>.zip, to the <EPM_ORACLE_HOME>/OPatch directory (by default, Oracle/Middleware/EPMSystem11R1/OPatch).

NOTE: <PATCH FILE NAME>.zip is the name that My Oracle Support assigns to this patch. When you download the file, a message indicates the file name.

3.    On all servers that have the products mentioned in step #1 are installed, from a command line, change the directory to <EPM_ORACLE_HOME>/OPatch.

4.    To apply the patch, enter the following command on one line:

Windows:

opatch.bat apply <EPM_ORACLE_HOME>/OPatch/18240460 -oh <EPM_ORACLE_HOME>-jdk <MIDDLEWARE_HOME>/jdk160_29

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/18240460 -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME>/jdk160_29 -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.

5.    For WebSphere deployments, you must use EPM System Configurator to redeploy the Web application.

Note:  For Weblogic this step is not needed.

6.    On the server where Calculation Manager is installed, delete the cached files in the following directories:

<Middleware_Home>/user_projects/domains/<DOMAIN_NAME>/servers/<CalcMgr0>/tmp

<Middleware_Home>/user_projects/domains/<DOMAIN_NAME>/servers/<CalcMgr0>/cache

 

7.    Start the services, you stopped in Step 1.

8.    All users should now clear cached files from their browsers. 

Rolling Back this Patch

To roll back a patch:

1.  Check whether any of these products, Calculation Manager, Hyperion Planning, Oracle Hyperion Financial Data Quality Management ERP Integrations Adapter for Oracle Applications (ERP Integrator), and Oracle Essbase Administration Services (Administration Services), is installed and their services are running.  If so, stop the following services:  CALC Manager - Web Application, Hyperion Planning - Web Application, ERP Integrator - Web Application, and the Administration Services - Web Application.

2.  From a command line, change the directory to <EPM_ORACLE_HOME>/OPatch (by default, Oracle/Middleware/EPMSystem11R1/OPatch).

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

Windows:

opatch.bat rollback -id 18240460 -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME>/jdk160_29

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 18240460 -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME> /jdk160_29 -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.  Start the services you stopped in Step 1.

5.  All users should now clear cached files from their browsers.

Troubleshooting FAQs

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