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.

New Features in this Release

None

Patch Type

This is a patch set update (PSU). This patch is a full installation.

This patch is cumulative.

Supported Paths to this Patch

You can apply this patch to the following releases:

11.1.2.3.700

11.1.2.3.701

Prerequisites

Other Required Patches

This Financial Management patch requires Oracle Application Development Framework patch 21240419, FMW patches 13866584 and 16810628.

To install patch 21240419:

1. Go to https://support.oracle.com.

2. Select the Patches & Updates tab.

3. In Patch Search, enter 21240419 in the Type in comma separated values text field.

4. Make sure you are searching for a Patch Name or Number and select Search.

5. On the next page, there should only be one item in the table. Select Download.

6. After downloading p21240419_111171_Generic.zip, extract it to <MIDDLEWARE_HOME>/oracle_common/Opatch.

7. There should now be a 21240419 directory in the <MIDDLEWARE_HOME>/oracle_common/Opatch directory.

8. Follow the instructions in the patch readme for the RT only environment.

To install patch 13866584:

1. Go to https://support.us.oracle.com.

2. Select the Patches & Updates tab.

3. In Patch Search, enter 13866584 in the Type in comma separated values text field.

4. Make sure you are searching for a Patch Name or Number and select Search.

5. On the next page, there should only be one item in the table. Select Download.

6. After downloading p13866584_111170_Generic.zip, extract it to <MIDDLEWARE_HOME>/oracle_common/Opatch.

7. There should now be a 13866584 directory in the <MIDDLEWARE_HOME>/oracle_common/Opatch directory.

To install patch 16810628:

1. Go to https://support.us.oracle.com.

2. Select the Patches & Updates tab.

3. In Patch Search, enter 16810628 in the Type in comma separated values text field.

4. Make sure you are searching for a Patch Name or Number and select Search.

5. On the next page, there should only be one item in the table. Select Download.

6. After downloading p16810628_111170_Generic.zip, extract it to <MIDDLEWARE_HOME>/oracle_common/Opatch.

7. There should now be a 16810628 directory in the <MIDDLEWARE_HOME>/oracle_common/Opatch directory.

Oracle Database Requirements

· If you use Oracle Database Client 10.2.x or 11.1.x for Financial Management, you must set the StmtCacheSize registry setting for Oracle OLE DB to 10 on all Financial Management application servers. This is due to a memory issue in Oracle Provider for OLE DB. The registry setting path is: Hkey_Local_Machine\Software\Oracle\Key_Homename\Oledb. Note that the 11.2.x Oracle Database Client should not be changed.

To resolve the high memory usage, enable Statement Caching. The configured value must not be zero. The recommended value is between and 1 and 10.

1. Edit the registry value: Hkey_Local_Machine\Software\Oracle\Key_Homename\Oledb Value Name: StmtCacheSize Value (decimal):1, where Key_Homename refers to the appropriate Oracle Home.

2. Stop and restart the Financial Management application processes.

· In addition, if you are using System 11 on a 64-bit operating system with a 10g database, the Oracle OLE provider on all Financial Management servers must be at least 10.2.0.4.21+.

If you are using 32-bit with 10g, the Oracle OLE provider version MUST be at or greater than the database server version. If you are running 32-bit or 64-bit and using 11.1.0.6 or 11.1.0.7 OLE

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.”

Supported Platforms

This patch applies to all supported platforms.

Information about system requirements and supported platforms for EPM System products is available in a spreadsheet format in the Oracle Enterprise Performance Management System Certification Matrix. This matrix is an .xls file posted on the Oracle Fusion Middleware Supported System Configurations page on the Oracle Technology Network (OTN), listed in the Oracle Business Intelligence product area:
http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html .

To link directly to the .xls file:
http://www.oracle.com/technetwork/middleware/bi-foundation/oracle-hyperion-epm-system-certific-131801.xls.

Supported Languages

This patch is being released on all supported languages.

Information about supported languages for EPM System products is available in a spreadsheet format on the Translation Support tab in the Oracle Enterprise Performance Management System Certification Matrix. This matrix is an .xls file posted on the Oracle Fusion Middleware Supported System Configurations page on OTN, listed in the Oracle Business Intelligence product area: http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html.

To link directly to the .xls file:
http://www.oracle.com/technetwork/middleware/bi-foundation/oracle-hyperion-epm-system-certific-131801.xls.

Defects Fixed in this Patch

Defect Number	Defect Fixed
22940710	In Intercompany Reports column widths are not correctly sized in pdf, html and xlsx formats.
22810043	The Cell Information, Source Transactions and Destination Transactions do not properly display in WDEFs for Node value dimension members.
22665877	Consolidations abort with constraint errors.
22594413	Unable to open Extended Analytics templates after upgrade from previous version.
22540750	Poor Smartview getvalue function performance.
22469303	Launching related content from a tasklist does not use the active POV.
22314750	Cannot save WDEF design where member label contains the string 'calc'.
22306064	Incorrect system date in the file name for data extracts.
22272652	Opening Japanese named custom document shows underscore instead of Japanese characters.
22263934	Copy application utility not inserting row into hsx_datasources table.
22229747	In WDEFs the override function does not work if the string used in the String function begins with a number.
22187184	Alert emails are not generated from process control.
22181015	Smartview does not display the dimension name and description properly.
22165767	Text cursor appears on application tasks, tasklist, forms, and grids.
22151471	In data grids the Suppress No Data option suppresses some rows with data.
22143024	Extended analytics does not extract data if an EPU member is selected for Data Type.
22104674	In Extended Analytics leaving the Extracted File Prefix field blank causes instability.
22069292	Disabling connections to one server does not direct users to a different server.
21896493	It is not possible to start overlapping consolidations in Process Control.
21840389	Different cells report no data for same report run simultaneously by 2 different users.
21797828	In Task Flows it is not possible to select multiple dimensions for Process Control.
21770649	Intercompany auto match aborts with collation conflict when using 'GREEK_CI_AS' in SQL Server DB.
21663036	Task Lists in Smartview are not in alphabetic order.
21523548	Intercompany Transaction Load from external file shows incorrect number of rows.
21510266	Smartview issue with forms that contain prior period and add members.
21443212	Task Flows do not work properly in IE11.
21098036	In Process Control validation passes even though validation account is not zero.
20644948	In WDEFs changes to the Entity POV are not reflected in Cell Information.
20585801	In process control validation column gets displayed only if phase1 is selected.
20478094	Intercompany report print preview not working in IE8 when saved with new report template.
20438025	LCM export causes documents to be unhidden at source application.
20210860	Cannot use a search string in Smartview that begins with a wildcard.
19886115	In Smartview numeric values are not recognized in the POV unless surrounded by qoutes.
19427694	Non-admin users cannot open WDEF when LineItemDetailSinglePeriod is false.
19327899	WDEF does not display member in designer if member name contains less than operator.
19137145	It is possible for applications to start on servers that are not members of the assigned cluster.
18978070	Process Control tree view should default to [hierarchy] list of selected entity.
15903820	Member Selector does not highlight the last selected POV member.

Known Issues in this Patch

Language Support

When using Internet Explorer 10 and Internet Explorer 11 on Windows 8 and Windows 8.1, the Simplified/Traditional Chinese language setting is not maintained on the login page or in the language selection list because of WebLogic Server bug 17437110. The bug is resolved in Fusion Middleware release 12.1.3.0 and later.

Copy application utility

When using this utility with version 11.1.2.4.xxx, the destination must be at least version 11.1.2.4.100 or above.

In addition, the following issues are the noteworthy known issues of this patch.

23032527 – Cannot generate journal report using Custom<n> columns with prefixes.

22973423 – Out of range dates (prior to 1/1/1970) in Intercompany Transactions causes display issues.

22958167 – Expanding a row in a grid causes memory usage to spike.

22826679 – Performance issue accessing [descendants] memberlist for entity dimension when the application has many shared heirarchies.

22690316 – Unable to open large WDEF containing overrides.

22628376 – Performing some tasks during consolidation impacts consolidation performance.

22587790 – Assign Access Control does not display correctly with large numbers of security classes and users.

22246358 – EPMA duplicate as deployed copy application log is truncated.

22078787 – Cannot display posted Journals that contain invalid parent on entity currency adjustments.

21956392 – In data grid the "Suppress NODATA" option will suppress some rows with data.

21205210 – Rules Migrator ignores in-line commments.

21090459 – Cannot match Intercompany Transactions by account/custom1 combination.

21034427 – The HFM_ERRORLOG table is not created if using windows authentication for SQL Server.

21024822 – Data extract for extremely large POV causes instability.

20859090 – In Journals if Entity is part of the column view journals with no entity do not appear.

20786021 – System Account [method] is missing from the extract data for ownership.

20695133 – Taskflow will not execute when FDM and HFM applications have the same name.

20638103 – WDEFs opened in smartview have incorrect POV in linked forms.

20616939 – Selecting a valid member in a member list sometimes return an error or simply does not select the member at all.

20611666 – In Calculation Manager validation fails if rules contains shared script objects.

20548491 – Using the API to extract translated and calculated accounts across years and scenarios consumes memory until it crashes.

20442238 – WDEFs do not suppress columns with Zero data if Invalid and Zero are specified for suppression.

20433239 – Schema upgrade does not touch DCT tables with no data.

20364017 – Inactive entities in an Org by Period application are displayed in a web form with show active only selected.

20243625 – The Process Control page hangs when selecting all phases.

20221742 – It is possible to load intercompany transactions with no currency specified.

20172213 – The Journal error log does not show the exact line number that generated the error.

20114700 – Opening a data grid takes longer than in previous versions.

20109928 – In smartview the Entity POV for a shared member may not be maintained between main and linked forms if you close and reopen the form.

20094272 – In Internet Explorer versions 10 and above the previous tab page goes blank while working with multiple tabs.

20086740 – In smartview typing the year into a cell results in 'number' type.

20050616 – When you extract data with line item details the data and line item details are not segregated properly.

20010250 – A journal approver cannot reject a submitted journal without approving it first.

19930620 – Cell text disappears after a force calculate on new accounts deployed from EPMA.

19903234 – Logon failures are not recorded in task audit.

19678425 – Cannot deploy rules from calculation manager if the Name and Alias for custom dimensions are not the same.

19631327 – Smart view session timeout not working as expected.

19618206 – Opening a WDEF from workspace and then using 'Open in Smartview' does not have correct POV if form was opened as a linked form.

19569802 – Opening multiple WDEFs in workspace and then selecting ‘Open in Smartview’ causes incorrect POV for the form in Smartview.

19316563 – When running Intercompany reports, the report does not honor the value specified for "Matching Tolerance" in suppression options.

19264201 – Task Flow provisioning roles are not independent.

19242702 – System is not generating the correct base ICP members in the ICP report.

19170749 – In Manage Intercompany scrolling through the transactions after posting results in incorrect data displayed.

19071520 – In Manage Intercompany selecting all and scrolling results in erratic behavior of the scrolled records.

18936767 – In order to extract calculated data the user must be assigned extended analytics role.

18915906 – Data grids do not hold expanded state when POV is changed.

18854430 – WDEFs using Add Member functionality display the data on the wrong row.

18763539 – Application level value for MaxNumDataRecordsInRAM is not overriding the System level setting.

18750352 – Data extracts are affected by the POV/show active option set in process control.

18617737 – In WDEFs selecting an account hierarchy and Suppress No Data results in some rows with no data displaying anyway.

18540116 – Data that is manually entered may show as having been automatically loaded from FDM.

18451009 – EPU module does not write data to parent entities.

18426343 – Cannot post all intercompany transactions when there are a large number of transactions to post.

18419218 – Cannot select members of custom dimension when creating Intercompany Reports.

18391501 – Data is always extracted in Unicode format.

18371462 – When opening a WDEF in smartview the suppression options in the form are not used.

18298270 – In WDEFs print in PDF does not display the row headers.

18267727 – HFM Client install does not install the HFM Application Toolbox.

18228788 – Clear invalid records does not produce a log when running for a long period of time.

18100249 – It is possible to add cell text to locked cells.

17983903 – HS.GetRate function does not return rate from specific POV.

17983092 – ICP report displays unexpected results when using plug account.

17888632 – Linked web form shows incorrect cell styles when using @Cur.[Base].

17881994 – Unable to select multiple users for "assign access control".

17763117 – Show description option displays description only for selected member in POV.

17641084 – In Calculation Manager the function "Dataunit.GetItemIDs2ExtDim" is not available.

17609466 – Metadata member not recognized in Calculation Manager rules for applications with more than 4 custom dimensions.

17575186 – Smartview does not display more than 10 sub task lists.

17462709 – WDEF times out when performing several expansions.

17346109 – In member selector searched member must be visible in order to add to the member selector.

17310796 – Running tasks do not show ICP report descriptions.

17293434 – Cannot create intercompany transactions by adding members manually.

17289682 – ICP report security class option is not listing all security classes.

15848696 – Cannot load app files created with DRM.

Documentation Updates

Additional Documentation Updates

None at this time please refer to online help.

Applying this Patch

The section includes important information about applying this patch for Financial Management.

To apply this patch:

1. Ensure that all Oracle Hyperion services are stopped.

2. Ensure that all HFM processes are not running, including HsxServer.exe, HsvDataSource.exe, CASecurity.exe, HFMService.exe, DMEListener.exe, HyS9EPMServer.exe, w3wp.exe, HyS9FinancialManagementWeb.exe and HFMWebServiceManager.exe, HfmAdmHandler.exe

3. 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.

4. This patch should be applied on:

o The HFM Application Server, HFM Web Server and the Foundation Server, Any Windows server that require the HFM ADM driver. (Note: If any server is a non Windows environment please run the Linux patch to update the ADM driver).

o From a command line, change the directory to <EPM_ORACLE_HOME>/OPatch.

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

Windows:

opatch.bat apply <EPM_ORACLE_HOME>/OPatch/22323578 -oh <EPM_ORACLE_HOME>
-jre <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.

6. HFM Client installation:

Follow the instruction in the 11.1.2.3.000 documentation.

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

8. When applying this patch in an environment that is using IBM WebSphere, a manual redeployment is needed for HFM Web Application as per EPM Installation Guide.

Rolling Back this Patch

To roll back a patch:

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

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

Windows:

opatch.bat rollback -id 22323578 -oh <EPM_ORACLE_HOME> -jre <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.

3. 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_35

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