Oracle Hyperion Strategic Finance

Release 11.1.2.1.000 Patch Set Update (PSU): 11.1.2.1.106

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. 1

Patch Type. 2

Supported Paths to this Patch. 2

Prerequisites. 3

Required Patches. 3

Microsoft Patch. 3

Required User Rights. 3

Supported Platforms. 3

Supported Languages. 3

Contents of this Patch. 3

FDM.. 4

Defects Fixed in this Patch. 4

Defects Fixed in 11.1.2.1.105 (19992879). 4

Defects Fixed in 11.1.2.1.104 (18340642). 5

Defects Fixed in 11.1.2.1.103 (17636270). 5

Defects Fixed in 11.1.2.1.102 (15931389). 5

Defects Fixed in 11.1.2.1.101 (14275604). 6

Known Issues in this Patch. 7

Applying this Patch. 7

Rolling Back this Patch. 8

Troubleshooting FAQs. 8

Why do I get the following patch conflict error message when running OPatch?. 8

Why do I get the OUI-67078 warning message when applying OPatch?. 9

How can I find out which releases and patches of EPM System products are installed in a deployment?. 9

I applied the patch successfully but I don’t see the changes from the patch in the product. What should I do?. 9

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 perform a full installation.

This is a cumulative patch that includes the following patches:

11.1.2.1.105 (19992879)

11.1.2.1.104 (18340642)

11.1.2.1.103 PSE 18149512

11.1.2.1.103 (17636270)

11.1.2.1.102 (15931389)

11.1.2.1.101 (14275604)

11.1.2.1.000 PSE 12962687

11.1.2.1.000 PSE 13998029

11.1.2.1.000 PSE 15931389

[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:

11.1.2.1.000

11.1.2.1.000 PSE 12962687

11.1.2.1.000 PSE 13998029

11.1.2.1.000 PSE 15931389

11.1.2.1.101 (14275604)

11.1.2.1.102 (15931389)

11.1.2.1.103 (17636270)

11.1.2.1.103 PSE 18149512

11.1.2.1.104 (18340642)

11.1.2.1.105 (19992879)

[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.

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:

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

[NOTE TO WRITERS: State whether this patch IS being released on all platforms OR list the supported platforms.

If being released on all platforms, say “Applies to all supported platforms.”

If being released on one specific platform, list that platform (with no introductory text).

IF this document contributes to mongo, the list should be identical to the readmes for all other products that are included in Mongo.

If being released on more than one specific platform, put the platforms in a bulleted list (with no introductory text). This way of listing supported platforms is required for consistency in the Defects Fixed Finder.] For example:

Information about system requirements and supported platforms for EPM system products is available in spreadsheet format in the Oracle Enterprise Performance Management System Certification Matrix.   This matrix is posted on the Oracle Fusion Middleware Supported System Configuration page on Oracle Technology Network (OTN):

http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html

Note: Unless otherwise stated in this readme, platform support in HSF 11.1.2.1.106 follows that which is stated in the 11.1.2.1.000 version of Oracle Enterprise Performance Management System Certification Matrix.

Supported Languages

[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."]

This release of Strategic Finance is provided only in English in correlation with the English only 11.1.2.1.000 Smart View release.

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 posted on the Oracle Fusion Middleware Supported System Configurations page on OTN:

http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html

Contents of this Patch

Unzip this patch to any temporary local directory you wish on the host to be patched. The <PATCH FILE NAME>.zip will create the following:

Patch\

        hsf_11.1.2.1.106.2187_Server.zip

        HSFClient.exe

        readme.html

 

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.

FDM

If you are using Financial Data Management (FDM) with HSF and experience time outs while loading data from/to FDM and HSF, please install the 11.1.2.2.000 FDM HSF adapter. After the adapter is installed, configure an appropriate time out value large enough to allow FDM and HSF to inter-operate. A setting of 5 minutes, or 300 seconds, has been sufficient for many of customers. Your results may vary.

Defects Fixed in this Patch

[NOTE TO WRITERS: present this list in a table format.]

 [NOTE TO WRITERS: do not copy descriptions from bug db. they need to be rewritten to be meaningful from the customer point of view.]

[Include:

[Do Not Include:

[Note: These are guidelines. Teams can make the final decisions.]

[The text in the first column of the table must start with a bullet in order for the import into the Defects Fixed Finder tool to work correctly. Like so:]

Defect Number

Defect Fixed

• 19612337

When opening some entities an error can occur with the message "Error uncompressing files stream".

• 19957534

Refreshing a report can cause an out of memory error.

• 20331075

Attempting to open a map can fail and also fail to show up in the Oracle Hyperion Strategic Finance Administrator

 

Defects Fixed in 11.1.2.1.105 (19992879)

Defect Number

Defect Fixed

• 14504063

When pushing changes to the amount of detail in years using ECM, the date format reverts to the default if it was modified in the base entity.

• 18419469

When doing currency translations input in "Proceeds from the Sale of Common Stock" can be created which changes the value in "Total Common Stock".  This can occur when the current year is detailed at the year level while the prior year has detail set to months.

• 18692190

Problems with the handling of the archive numbers can cause consolidations to fail.

• 19078115

Changing the formula used to calculate an account can cause the base scenario to consolidate incorrectly.

• 19466212

After performing a batch import from Essbase followed by consolidating the entities subsequent batch imports do not change the consolidation status from ready to consolidate.

Defects Fixed in 11.1.2.1.104 (18340642)

Defect Number

Defect Fixed

• 14255697

The default number format is not working on reports.

• 16004108

The account view does not open on the account that was active when the entity is saved.

• 16011063

An inserted page break has no effect when the report is printed.

• 16086294

The data in cells using aliased entities on a freestyle report does not get updated when the scenario is changed.

• 16086796

The default number format dialog does not display the ratios and date options.

• 16170937

For covenant accounts the radio button for "Input in history and forecast in future" is greyed out.  IF the "Calculated by formula in all periods" radio button is selected there is no way to switch back to the other selection.

• 17647816

Archives are being deleted after running entity change management.

• 17820052

Some entities from versions of Hyperion Strategic Finance prior to 11.1.1.000 had problems with the handling of the Actual scenario upon conversion to version 11.1.1.000 and beyond.

• 17966871

Using archives in the alias manager can cause Oracle Hyperion Strategic Finance to crash.

• 18090286

Entities added to a batch are not saved when the batch is checked in and then checked back out.

 

Defects Fixed in 11.1.2.1.103 (17636270)

Defect Number

Defect Fixed

• 17178026

When running Extended Analytics HSF can throw an oci.dll error and crash

• 17283950

A full consolidation is occurring when only intermediate parents are impacted by the changed entities.

• 17302257

Issues with using both archives and the tip of entities in the alias manager or account attributes

Defects Fixed in 11.1.2.1.102 (15931389)

 

Defect Number

Defect Fixed

·   15904298

Associating or disassociating accounts with scenarios is not working correctly.

·   15904376

Archives may be deleted during consolidation process.

·   15904369

Decimals are not matching when exporting to Essbase if the locales of HSF and Essbase differ.

·   15893286

While loading data from FDM to HSF, HSF times out.

·   15904361

Checking in files may take up to ten minutes, and impacts the central processing unit.

·   14755089

Goal Seek does not work with large number of dimensions or accounts.

 

Defects Fixed in 11.1.2.1.101 (14275604)

Defect Number

Defect Fixed

• 14224833

Launching the HSFWebService API function ExportExtendedAnalytics after load does not populate the star schema with data.

• 14222947

The HSF Entity Webservices API for Extended Analytics export is not working. The API will return that it succeeded, but no transaction is created in the server or shown in the Administrator.

• 14204593

Linking of entity files no longer works. If you select File->Import, a Windows Explorer screen with directories appears.  The Strategic Finance dialog to link another file does not appear.

• 14171086

Checking in files takes several minutes and maxes out the CPU.

• 14171082

Archives are no longer available for check out or no longer exist in the Windows file directory.

• 14160099

Essbase batches appear completed for failed entities

• 14137061

Deactivated accounts become active after consolidation

• 14053642

The Where Used function selects incorrect description for dimensionalized accounts.

• 13891303

Users can delete values in reports; they should not be able to do so.

• 13798793

The Update Links option is not working for server-based entities.

• 13793414

Language settings do not save or apply correctly.

• 13541756

Due to translation, # symbols are causing consolidation errors.

• 13453960

The Debt Scheduler does not open.

• 13397676

Long delays occur when opening the Server Administrator.

• 13323254

Clarification needed on copying scenarios

• 13041136

Data is not rolling up to parent entity; NA is incorrectly displaying when data exists.

• 13008841

When creating formulas for custom reports, formula results may sometimes incorrectly display #NUM!

• 13003120

Consolidation may delete, re-number, or skip archive files.

• 12707655

From the Forecast dialog, the IRR function is not working correctly.

• 12573472

When a worksheet link is made into an Actual period, the green triangle indicator correctly appears, but the data value is colored blue. It should be colored green to indicate that it is Actual data.

• 12313597

Cannot retrieve data from Planning.

• 11936462

If you have a large number of entries in a Batch file, the Essbase RTC path grows larger and eventually hits the system limit, which causes batches to fail.

Known Issues in this Patch

 [Include the following:

[Note: These are guidelines. Teams can make the final decisions.]

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

When exporting to Excel Oracle Hyperion Strategic Finance can export a -0.  Excel 2003 will import that as a -0.  Excel 2010 issues a warning "File error: data may have been lost" and converts the value to 0.   

1. After installing HSF Client it is possible that in some cases the HSF Client is not updated. To fix this, please remove or rename the old HSF.exe file from the %EPM_ORACLE_HOME%/products/hsf/bin folder after uninstalling the prior version of the HSF Client and before running the HSF Client installer for the 11.1.2.1.105 version.

[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 Oracle Hyperion Strategic Finance.

[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.]

Follow these steps when applying this patch:

1.    Uninstall Strategic Finance Client (if present).

2.    Install Strategic Finance Client 11.1.2.1.106 by running HSFClient.exe.

3.    Apply Opatch for Strategic Finance 11.1.2.1.106.

 

Default Locations

<EPM_ORACLE_HOME> is C:\Oracle\Middleware\EPMSystem11R1

<MIDDLEWARE_HOME> is C:\Oracle\Middleware

 

Pre-Patch Notes

Before applying this patch, please close all Strategic Finance applications that may be running and stop all Strategic Finance services on the host being patched.

If both the Strategic Finance Client and Server are installed on the same box, when uninstalling Strategic Finance Client, do not select the Delete Common Components option box.

Applying the Patch

Skip this set of steps if the Strategic Finance server components are not installed on the host being patched.

1.    Copy the server patch file to the <EPM_ORACLE_HOME>/OPatch directory.

Patch file name:

hsf_11.1.2.1.106.2187_Server.zip

2.    Unzip the patch file to the <EPM_ORACLE_HOME>/OPatch directory.

NOTE: Unzipping the patch file will automatically create a subdirectory of the same name.

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

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

opatch.bat apply <EPM_ORACLE_HOME>\OPatch\hsf_11.1.2.1.106.2187_Server -oh <EPM_ORACLE_HOME> -jre <MIDDLEWARE_HOME>\jdk160_21

Post-Patch Notes

Start all Strategic Finance services.

 [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

Rolling Back this Patch

This section includes important information about rolling back the Strategic Finance patches.

Default Locations:

<EPM_ORACLE_HOME> is C:\Oracle\Middleware\EPMSystem11R1

<MIDDLEWARE_HOME> is C:\Oracle\Middleware

 

Pre-Rollback Notes

Before rolling back this patch, please close all Strategic Finance applications that may be running and stop all Strategic Finance services on the host being rolled back.

Strategic Finance Server Components

Skip this set of steps if the Strategic Finance server is not installed or was not patched on the host.

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

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

opatch.bat rollback –id 20521598 –oh <EPM_ORACLE_HOME> -jre <MIDDLEWARE_HOME>\jdk160_21

Strategic Finance Client

1.    Skip this set of steps if the Strategic Finance server is not installed or was not patched on the host.

 

2.    Uninstall Oracle Hyperion Strategic Finance Client.

3.    Copy and run the pre-patched, original Strategic Finance client installer from the Strategic Finance server. The client installer can be found in the <EPM_ORACLE_HOME>/common/epmstatic/wspace/hsf/Client directory.

 [NOTE TO WRITERS: very important! the jdk version in the apply command is different for 11.1.2.0, 11.1.2.1, 11.1.2.2, and 11.1.2.3. 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

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.

opatch.bat lsinventory -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME>/jdk160_21

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