Oracle Hyperion Financial Close Management

Release 11.1.2.3.700 Patch Set Update (PSU): 11.1.2.3.700

Readme

[NOTE TO WRITERS: Go to the File or Document properties and change the “title.” The correct entry for “Author” and “Company” are provided in the template.]

About this Patch. 2

Patch Type. 2

Supported Paths to this Patch. 2

Prerequisites. 2

Required Patches. 2

Microsoft Patch. 2

Other Required Patches. 2

Required User Rights. 3

Patch Conflicts. 4

Supported Platforms. 4

Supported Languages. 4

New Features. 4

Defects Fixed in this Patch. 4

Defects Fixed in Patch 11.1.2.3.502. 4

Defects Fixed in Patch 11.1.2.3.501. 6

Defects Fixed in Patch 11.1.2.3.500. 8

Defects Fixed in Patch 11.1.2.3.100. 9

Known Issues in this Patch. 9

General Financial Close Management Issues. 10

Close Manager Issues. 10

Account Reconciliation Manager Issues. 11

Applying this Patch. 11

Post-installation Steps. 13

Troubleshooting. 15

Troubleshooting FAQs. 16

Why do I get the following patch conflict error message when running OPatch?. 16

Why do I get the OUI-67078 warning message when applying OPatch?. 17

How can I find out which releases and patches of EPM System products are installed in a deployment?. 17

I applied the patch successfully but I don’t see the changes from the patch in the product. What should I do?. 17

About this Patch

Apply this patch to use Internet Explore Release 11 in standard mode. After you apply this patch you can no longer use Internet Explorer Enterprise mode. You must apply the 11.1.2.3.700 PSUs for all EPM system products in your deployment. For details, see the "Prerequisites" section.

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

Caution: Oracle urges you 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 service interruption, loss of data or both.

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).

[NOTE TO WRITERS:  Add a sentence stating whether the patch Requires a full installation or a partial replacement. if it’s a partial replacement, The boilerplate for this statement is: “This patch replaces files in the existing installation and does not require a full installation.”]

[note to writers:  State whether this is a cumulative or standalone Patch. If it’s cumulative, list the previous Patch IDs (XXXXXXXX) that are included. To find previous patch IDs, either Ask your team or look for the patch id in uninstall section of previous Readme. If Standalone, state that this patch does not include previous patches.] 

Supported Paths to this Patch

You can apply this patch to the following releases:

o    11.1.2.3.500 (17529887)

o    11.1.2.3.501 (18295563)

o    11.1.2.3.502 (19787624)

[NOTE TO WRITERS:  list the base Release(s) from which you can apply this patch and Include any prerequisite patches. TO refer to service fixes or service packs using the old nomenclature, use the fully qualified service fix/service pack version number along with the patch id, for example, 11.1.2.0.07 (12345678).]

Prerequisites

Required Patches

[NOTE TO WRITERS: Does this patch REQUIRE any other PATCHES FOR THE SAME PRODUCT Or for any other products? iF SO, LIST THEM HERE. If NOT, DELETE this section.

Microsoft Patch

[NOTE TO WRITERS: Delete this section if any of the following are true:

- readmes is not for FM, EPMA, HSF, FDM, Planning, Production Reporting, or EAS)

- the patch is issued only on unix or linux platforms.

- The version of the realease is 11.1.2.2 or later

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 from:

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

IMPORTANT: Visual C++ 2005 is included and automatically installed in EPM versions 11.1.2.2 and newer. Installing this patch is only required if you are installing EPM versions earlier than 11.1.2.2.

 

Other Required Patches

1.  Ensure that this product's 11.1.2.3.5xx patch is applied first.

2.  If you are using WebLogic Application Server, apply WebLogic Application Server Patch 17437110 for Release 10.3.6 to use Simplified Chinese and Traditional Chinese language settings when using Internet Explorer 10 and Internet Explorer 11 on Windows 8 and Windows 8.1. For instructions on applying the patch, see Oracle Smart Update : Applying Patches to Oracle WebLogic Server

3.  Apply the ADF MLR Patch 21240419

4.  Apply these required EPM System release 11.1.2.3.700 PSUs first:

o    Apply Oracle Hyperion Shared Services 11.1.2.3.700 PSU - 20675028. Apply the patch to all computers in the deployment.

o    Apply Oracle Hyperion Enterprise Performance Management Workspace 11.1.2.3.700 PSU - 20612400. Apply to all computers with Foundation Services deployed.  

5.  For the rest of the products, apply the product patch on the computer where the product is deployed. Use the table below to find EPM product 11.1.2.3.700 PSU patch numbers. If the product is not listed, then it does not have a 11.1.2.3.700 PSU and no action is needed.  

NOTE: For Oracle Hyperion Calculation Manager, apply the patch on all computers where Oracle Hyperion Planning, or Oracle Hyperion Financial Data Quality Management Enterprise Edition, or Oracle Essbase is deployed.

NOTE: If you are using IBM WebSphere Application Server, you must redeploy the EPM System web applications after applying EPM System release 11.1.2.3.700 PSUs.

 

Product Name

11.1.2.3.700 PSU Patch Number

Oracle Data Relationship Management

21107706

Oracle Financial Reporting

20838970

Oracle Hyperion Calculation Manager

21292109

Oracle Hyperion Disclosure Management

20619384

Oracle Hyperion Financial Close Management

20768349

Oracle Hyperion Financial Data Quality Management Enterprise Edition

20779592

Oracle Hyperion Financial Management

20955781

Oracle Hyperion Performance Management Architect

20929659

Oracle Hyperion Planning

20643564

 

Oracle Hyperion Profitability and Cost Management

 

20915688

Oracle Hyperion Reporting and Analysis Framework

20768325

Oracle Hyperion Tax Provision

21219363

Oracle Hyperion Web Analysis

20880421

 

Required User Rights

[NOTE TO WRITERS: Delete the windows and unix sections as appropriate based on what platforms the patch is for.]

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.

 [NOTE TO WRITERS: dOES tHIS patch conflict with ANY OTHER PATCHES FOR the same product or ANY OTHER PRODUCT? If so, list them.  IF NOt, Delete THIS Section.]

Supported Platforms

This patch applies to all supported platforms.

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

 

[NOTE TO WRITERS:  State whether this patch IS being released on all languages OR list the supported languages. If ENGLISH ONLY, State "This patch supports English only."]

Defects Fixed in this Patch

Defect Number

Defect Fixed

• 9430801

In Close Manager, sorting on columns does not sort child tasks when in Gantt or Task list view.

• 20466282

In Account Reconciliation Manager, the due date reminder email has no individual column to indicate how far the due date is.

• 20371421 

In Account Reconciliation Manager, importing profiles throws exception when preparer frequency is left blank and reviewer frequency is filled in the CSV file.

• 20815466

In Close Manager, approver column in Task list view displays incorrect values on changing the approver of a Task using Edit Task dialog.

• 15897379

In Close Manager, user access is incorrect for tasks in templates with multiple parents (case where a template is embedded in more than one template).

• 20889925

In Account Reconciliation Manager, when you use the Actions panel for a mass update, only 10,000 rows (profiles/reconciliations) update at a time.

• 20890098

In Account Reconciliation Manager, when exporting profiles, the count of exported profiles does not match the actual number of profiles exported.

• 20957140

In Account Reconciliation Manager, when creating a profile an unbounded query is running which takes longer than usual and causing application to hang.

• 21098964

Financial close managed server keeps using up the memory usage. Several times it has gone to low single digit percent of free heap. System becomes unusable.

 

Defects Fixed in Patch 11.1.2.3.502

Defect Number

Defect Fixed

• 18706514

In Close Manager, when you start a task from the task details/task action dialog, the task status displays incorrectly.

• 18849776

[Performance Improvement] When you open a Reconciliation Actions dialog with a "java.lang.OutOfMemory" error, Account Reconciliation Manager shuts down unexpectedly.

• 18853882

In Close Manager, when you swap a public and non-public BI Dashboard and then switch to a Transactional Dashboard, an illegal state exception occurs.

• 19128287

In Account Reconciliation Manager, when you export column In Full, a missing binding exception occurs.

• 19366789

In Close Manager, when tasks are imported with the “Update” option, duplicate approvers are shown for the same task.

• 19386219 

In Account Reconciliation Manager, when you export the User Preferences and import into the target environment using LCM, a profile segments missing error occurs.

• 19589534

In Account Reconciliation Manager, you are unable to delete custom attributes.

• 19639718

In Account Reconciliation Manager, when you copy more than 1000 profiles, a 503 HTTP error occurs.

• 19654941

In Account Reconciliation Manager, when you are not in Shared Services, emails are not generated.

• 19705011

In Account Reconciliation Manager, after you rerun the data load, transactions do not show up in the reconciliation list.

• 19880088

In Close Manager, when you configure an external proxy server and submit a task,  a network (TCP) error occurs.

• 19903735

In Close Manager, the Alerts are not matching on the Status Chart portlet.

• 19905913

In Close Manager, when you start a Task early as non admin user, attributes are cleared.

• 19912104

In Close Manager, when you navigate to the Schedule view, the Task Type column is blank; however, it is shown correctly in the Task Action dialog.

• 19920478

In Close Manager, when you import task types with more than 676 columns, an index out of bounds array exception occurs.

• 20088465

In Account Reconciliation Manager, after you apply a filter to the reconciliation list, an error occurs when you sort a column and reset the filter.

• 20162432

In Account Reconciliation Manager, when you delete a reconciliation, it takes unusual long time to delete.

• 20334217

[Performance Improvement] In Account Reconciliation Manager, multiple queries lose the where Condition. This results in a heavy memory usage.

• 20418290

In Close Manager, when you try to view the second alert, the detail of the first alert is displayed.

 

Defects Fixed in Patch 11.1.2.3.501

Defect Number

Defect Fixed

• 14780216

In Close Manager, Null Pointer exception is thrown when opening an Alert via Smart View.

• 17316696

In Close Manager, users can submit tasks with open alerts.

• 17381921

In Account Reconciliation Manager, Single Currency setup causes auto reconciliation process to close reconciliations improperly.

• 17729153

In Account Reconciliation Manager, Reviewer frequency can be more frequent than Preparer frequency.

• 17790361

In Account Reconciliation Manager, an error message is displayed when the user navigates to the Manage Data Load screen and clicks on the error link for the first time.

• 17980997

In Account Reconciliation Manager, Normal balance violations are only supposed to apply to Source System Balances - not Subsystem Balances.

• 18061398

In Account Reconciliation Manager, enabling of Copy From Prior Period does not discriminate by Transaction Type.

• 18076663

In Account Reconciliation Manager, when you launch the Reconciliation Actions dialog, an NPE error occurs.

• 18300832

In Account Reconciliation Manager, the load data script fails on Linux environment.

• 18315709

In Account Reconciliation Manager, copying of forward transactions from previous periods does not work.

• 18348345

In Account Reconciliation Manager, the Manage Data Load dialog needs to have a Clear Unmapped Accounts button to remove all unmapped accounts.

• 18406176

In Account Reconciliation Manager, applying saved filter with or clause in recon portlet returns all periods regardless of the periods selected in the portlet.

• 18443848

In Close Manager, the Schedule owner cannot add Predecessor tasks from other schedules.

• 18443859

In Account Reconciliation Manager, exported transactions file do not have attributes in the correct Order.

• 18474410

In Account Reconciliation Manager, null pointer exception is throw when the user clicks on with Assignee or With Approver in status chart of BI Dashboard.

• 18539169

In Account Reconciliation Manager, in the Missing Profiles dialog, when you export to Microsoft Excel, some missing profiles are not exported.

• 18596711

In Account Reconciliation Manager, when users answer a question in the Reconciliation dialog, users experience slow performance.

• 18652906

In Close Manager, when users open a schedule using Manage Schedules dialog, users experience slow performance.

• 18678499

In Account Reconciliation Manager, Profile import changes the order of the Attributes when imported  in Update mode.

• 18696044

In Close Manager, Null Pointer exception is thrown when you try to connect to close manager via smart view in Microsoft outlook.

• 18712549

In Account Reconciliation Manager, Generation of a Summary Reconciliation with more than 51 children does not respond.

• 18744978

In Account Reconciliation Manager, when profiles with multiple format questions are copied to a Period, the questions are repeated when the reconciliation is in pending status.

• 18780437

In Account Reconciliation Manager, Filter displays N/A for second profile Segment of Type List.

• 18818408

In Account Reconciliation Manager, data load fails with an error when the same attachment name exists in prior reconciliation.

• 18916980

In Close Manager, Groups with only Close users cannot be assigned to a Template.

• 19014044

In Account Reconciliation Manager, when the user clicks on an Explained Balance or Adjustments tab of a reconciliation with no prior period, the user experiences slow performance.

• 19033663

In Account Reconciliation Manager, this enhancement adds  parameters to the user-defined custom procedures that are invoked during post-processing of the data load operation:
For the already existing calls to the procedures, ARM_CUSTOM_PRE_PROCESS and ARM_CUSTOM_POST_PROCESS, this patch adds two numeric parameters to the calls which will pass the period ID and dataload execution ID.

• 19033671

In Account Reconciliation Manager, this enhancement adds a new call to the user-defined custom procedures that are invoked during post-processing of the data load operation:
Adds a third call to a user-defined procedure named ARM_CUSTOM_DATALOAD_PROCESS, also passing in two numeric parameters period ID and dataload execution ID.  This new procedure is called after the ARM_DATALOAD_PROCESSING temporary table is populated which drives the auto-reconciliation and other post-processing activities.  You can modify the data in this table from the procedure to customize how auto-reconciliation performs.

• 19070777

In Account Reconciliation Manager, when you export Attributes you get an error message.

• 19072653

In Close Manager, when a user with a Mexican locale logs in to the application, the application stops responding and no action can be performed.

• 19079793

In Account Reconciliation Manager, when the user clicks on Open Period in My Worklist, an error is displayed in the logs.

• 19079801

In Account Reconciliation Manager, when you perform a full export of Profiles/Reconciliations, an unexpected error shows in the log.

• 19137887

In Account Reconciliation Manager, when you copy transactions resulting in Reconciliation in a pending state, an unexpected error is thrown.

• 19164750

In Account Reconciliation Manager, user experience slow performance in My Worklist.

• 19169492

In Account Reconciliation Manager, Auto Reconciliation causes the data load post process to fail.

• 19189630

In Account Reconciliation Manager, Period has a wrong prior period when prior period entered initially was deleted.

• 19196537

In Account Reconciliation Manager, users are able to delete periods, set as prior period.

• 19220482

In Account Reconciliation Manager, during post processing of Data Load and when copying transaction, users experience slow performance.

• 19247521

In Account Reconciliation Manager, members of a viewer group can see and open reconciliations, but they cannot see any prior reconciliations listed in the Prior Reconciliations tab.

• 19295761

In Account Reconciliation Manager, when teams are involved, users see slow performance during copy to Period and Import/Export.

• 19326990

In Account Reconciliation Manager, Single currency is no longer Supported.

• 19366944

Account Reconciliation Manager shuts down unexpectedly on SQL Server with "java.lang.OutOfMemory" error.

• 19504223

In Close Manager, when the user navigates to My Worklist portlet in BI Dashboard, an error message is displayed: "Instr is not a recognized built-in function name." in the logs.

 

Defects Fixed in Patch 11.1.2.3.500

Defect Number

Defect Fixed

• 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.

• 16749691

In Account Reconciliation Manager, users can only delete 1000 profiles at one time.

• 17628736 

In Account Reconciliation Manager, performance issues are seen in Filters.

• 17628781

In Account Reconciliation Manager, performance issues are seen 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 Account 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, the notifications do not use the correct registry node.

 

Defects Fixed in Patch 11.1.2.3.100

Defect Number

Defect Fixed

• 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 is taking a longer time to process.

• 16672583 

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

• 16755351

In Account Reconciliation Manager, reviewers are unable to view all the comments entered by preparer.

• 17177708

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

• 17185042

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

• 17298151

 

In Reconciliation Manager, Data Load hangs in post processing phase.

• 17299904

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

 

Known Issues in this Patch

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

General Financial Close Management Issues

Application Access

Defect Number

Known Issues

• 11869333, 11922789

Financial Close Management forces WebLogic to check for JSP Pages.

Internet Explorer 7/8

Defect Number

Known Issues

• 9356443

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

ADF

Defect Number

Known Issues

• 13366076

In the View menu, you cannot scroll to the bottom of the list using "Scroll to last" of the tree table.

• 14695470

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

 

Close Manager Issues

Dashboard

Defect Number

Known Issues

• 9761181

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

 

Task Execution

Defect Number

Known Issues

• 9491182

Use abstract WSDL when you generate mediators to remove the dependency of a Web service being available when creating a System Automated Integration Type.

 

 

Task Details

Defect Number

Known Issues

• 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.

 

 

Account Reconciliation Manager Issues

Security

Defect Number

Known Issues

• 12962672

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

 

 

Transactions

Defect Number

Known Issues

• 17981954

Cannot search/filter on amounts with equals to in copy transactions from prior reconciliation.

 

 

 [NOTE to writers: FOR CUMULAtive patches only. List earlier patch DEFECTS FIXED and create sub-headings for each previous patch, where YYYYYYYY refers to an earlier patch.  DELETE THIS SECTION IF NOT CUMULATIVE.  TO refer to service fixes or service packs using the old nomenclature, use the fully qualified service fix/service pack version number along with the patch id, for example, 11.1.2.0.07 (12345678).]

 [NOTE TO WRITERS: If the patch is cumulative, check with your product team about whether to include any known issues from the earlier patches.]

Applying this Patch

This section includes important information about applying this patch for EPM System Installer.

CAUTION: Confirm that ALL Prerequisites are completed prior to moving forward.

CAUTION: Because of the extensive database changes that result from applying this patch, rolling back the patch is not supported. Before you apply the patch, be sure to perform an entire system backup.

[NOTE TO WRITERS:  Make sure that instructions for applying the PATCH indicate specifically which components are being patched and which machines in a distributed installation should be patched. for example, “on the machine hosting the shared services web application, …”]

[NOTE TO WRITERS:  For web applications, make sure you provide instructions for all supported application servers.]

To apply this patch:

1.    All Financial Close Management patches should be installed on all the boxes that host the below managed servers:

o    Financial Close Management managed server

o    Foundation Services managed server

o    Admin server

o    SOA server

2.    Confirm the environment is running properly.

Windows:

Go to Start, then Programs, then EPM System, then Foundation Services, then <INSTANCE_NAME>, and then Epm system diagnostic.

Linux:

Run this command:

<MIDDLEWARE_HOME>/user_projects/<INSTANCE_NAME>/bin/validate.sh).

3.    Stop FinancialClose Managed Server, then stop the SOA Managed Server, and the Foundation Services Managed Server and then Admin Server.

4.    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.

5.    On the Financial Close Management Managed server, from a command line, change the directory to <EPM_ORACLE_HOME>/OPatch.

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

[NOTE TO WRITERS: very important! the jdk version in the apply command is different for 11.1.2.0, 11.1.2.1, and 11.1.2.2. change the jdk160_xx directory as follows:

11.1.2.3: JDK160_35

11.1.2.2: jdk160_29

11.1.2.1: jdk160_21

11.1.2.0: jdk160_11

The example here is for 11.1.2.2.

Windows:

opatch.bat apply <EPM_ORACLE_HOME>/OPatch/<PATCH DIRECTORY> -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.

UNIX/Linux:

./opatch apply <EPM_ORACLE_HOME>/OPatch/<PATCH DIRECTORY> -oh <EPM_ORACLE_HOME> -jdk <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.

7.    Ignore step 8 and 9 when Foundation Services Managed server and Financial Close Management Managed server are on the same machine.

8.    On the Foundation Services Managed server(s), from a command line, change the directory to <EPM_ORACLE_HOME>/OPatch.

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

Windows:

opatch.bat apply <EPM_ORACLE_HOME>/OPatch/<PATCH DIRECTORY> -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.

UNIX/Linux:

./opatch apply <EPM_ORACLE_HOME>/OPatch/<PATCH DIRECTORY> -oh <EPM_ORACLE_HOME> -jdk <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.

This step is not required for WebLogic.]

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

Post-installation Steps

1.    At this point, you should have just run Opatch and all the servers are still shutdown. If not, please shut them down.

2.    Start Admin Server, Foundation Services Managed Server, SOA managed server.

3.    Wait for SOA Managed Server to be up and running.

4.    On the Financial Close Management Managed server(s), open the command line window.

5.    Set the environment variables:

Windows:

1. 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 =.

set EPM_ORACLE_INSTANCE=<MIDDLEWARE_HOME>\user_projects\<INSTANCE_NAME>

Example:

set EPM_ORACLE_INSTANCE=C:\Oracle\Middleware\user_projects\epmsystem1

UNIX/Linux:

1. 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

2. 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

6.    Run the database and SOA Deployment script:

NOTE: Make sure there are no errors displayed in the command window after execution of FCMPS3700 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 FCMPS3700.bat

Linux:

Run FCMPS3700.sh

7.    Start Financial Close Managed Server.

8.    After the patch has been applied, 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

9.    All tests should display PASSED.

10. Validating Financial Close Manager Configuration.

a.    Launch the Close Manager validation tool from a web browser:

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

and where FCMPORT is the Listening port of FinancialClose0 managed Server in the WebLogic console.

The default FCMPORT is 8700.

b.    Log on with Close Manager administrator credentials.

c.    To validate the Close Manager configuration, click the Validate Close Manager Configuration button.

d.    All results should have check marks instead of an X.

e.    To run validate the test schedule, click Validate Test Scheduler.

All results should have marked with check marks instead of an X.

11. Validating Account Reconciliation Manager Configuration.

a.    Launch the Account Reconciliation Manager validation tool from a web browser:

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

and where FCMPORT is the Listening port of FinancialClose0 managed Server in the WebLogic console.

The default FCMPORT is 8700Login with Account Reconciliation Manager administrator credentials.

b.    Log on with Account Reconciliation Manager administrator credentials.

c.    To validate the Account Reconciliation Manager configuration, click the Validate Account Reconciliation Manager Configuration button.

d.    All results should have check marks instead of an X.

e.    To run validate the test schedule, click Validate Test Scheduler.

f.     All results should have marked with check marks instead of an X.

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

13. Perform the below steps only if you have single currency bucket configuration prior to applying the patch.

14. Note: After applying the patch single currency bucket configuration is replaced with multi currency bucket Configuration with Functional currency bucket enabled.

o    In Profile List View, use the “Actions Panel” (located in the lower left of the screen) to set attribute “Historical Rate” to “Yes” to all Profiles.  Notice: This clears the invalid profile flag.

o    Add a new Category mapping in FDMEE to ARM’s Functional currency bucket (also add this to the Application mapping tab)

o     Delete old Data load rules that referenced the Default ARM category (associated with single currency bucket configuration)

o    Add a new Data Load Rule that references the Functional category

o    In ARM, remove any balance columns currently displayed in List Views and Portlets. Re-add these columns, so that they contain the proper bucket ID reference

o    Run new Data Load from ARM and confirm data displays properly in both the List Views and Reconciliation Actions dialog.

Troubleshooting

Opatch failed on Prerequisite check because LCMAMService-Client.jar is still active.

When Opatch is applied and Opatch checks the prerequisites, if you see the following error message:

Running prerequisite checks...

Prerequisite check "CheckActiveFilesAndExecutables" failed.

The details are:

 

Following files are active :

C:\Oracle\Middleware\EPMSystem11R1\common\FCMProxy\11.1.2.0\LCMAMService-Client.jar

ApplySession failed during prerequisite checks: Prerequisite check "CheckActiveFilesAndExecutables" failed.

System intact, OPatch will not attempt to restore the system

 

1.    Verify that Shared Services is stopped and wait for 10 minutes, and then try to run OPatch again.

2.    If you still get the same error, run a free utility from Microsoft called Process Explorer to detect the process holding local files.

>To run Process Explorer:

3.    Download and extract the ZIP to a directory:

http://technet.microsoft.com/en-us/sysinternals/bb896653.aspx

4.    Launch procexp.exe.

5.    Accept the agreement message from Microsoft (first time only).

6.    When Process Explorer is launched:

a.    Navigate to View, and then Show Lower Pane.

b.    Navigate to View Menu, then Lower Pane View, and then Handles.

7.    To find which process is holding LCMAMSERVICE-CLIENT.JAR:

a.    Click Find, and then Find Handle or DLL.

b.    Mention LCMAMSERVICE-CLIENT.JAR in the Handle or DLL substring box.

c.    Click Search, which lists the processes.

 

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 11.1.2.3.700.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 11.1.2.3.700.XXXX. See step 11 of the Post-Installation Steps to launch the Validation Tool.

If the build version does not display as 11.1.2.3.700.XXXX, follow these steps to force the user interface to display the new code by forcing WebLogic to check for JSP pages:

1.    Open the WebLogic Administration Console (http://<SERVER>:<PORT>/console).

2.    Go to Home, and then Deployments.

3.    Expand Financial Close under deployments, select fcc, and then select the Configuration tab.

4.    Update JSP Page Check (in seconds) to a non-negative number (for example, 1).

5.    Save to update the deployment plan.

6.    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.

7.    Save again.

 [NOTE TO WRITERS: IF THIS PATCH INCLUDES CHANGES TO A JAVASCRIPT FILE, YOU NEED TO INCLUDE THE STEP ABOVE AS A FINAL STEP. IF IT DOESN’T, DELETE THIS STEP.]

 [NOTE TO WRITERS: IF THIS PATCH INCLUDES CHANGES TO A JAVASCRIPT FILE, YOU NEED TO INCLUDE THE STEP ABOVE AS A FINAL STEP. IF IT DOESN’T, DELETE THIS STEP.]

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:

[NOTE TO WRITERS: very important! the jdk version in the apply command is different for 11.1.2.0, 11.1.2.1, and 11.1.2.2. change the jdk160_xx directory as follows:

11.1.2.2: jdk160_29

11.1.2.1: jdk160_21

11.1.2.0: jdk160_11

The example here is for 11.1.2.2.

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 –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