Release 11.1.2.4.000 Patch Set Update (PSU): 11.1.2.4.251
Readme
Why do I get the following patch conflict error message when running OPatch?
Why do I get the OUI-67078 warning message when applying OPatch?
How can I find out which releases and patches of EPM System products are installed in a deployment?
This Readme file describes the defects fixed in this patch and the requirements and instructions for applying this patch.
11.1.2.4.251 PSU for Financial Close Management and Tax Governance are the same patch but have different readme steps. See notes below:
NOTE: If you have Tax Governance and Financial Close Management installed on same environment, please follow the readme steps from FCM 11.1.2.4.251 instead.
NOTE: If you have Tax Governance and Financial Close Management installed on same environment and have applied FCM 11.1.2.4.251 PSU (27479194), you need not apply this patch on that environment.
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 the issue described in the Readme matches the issue that you are encountering. Review the Bug Number referenced in the Readme for additional information.
· Verify that your system configuration (product version, patch level, and platform) exactly matches what is specified in the Readme.
This is a patch set update (PSU).
You can apply this patch to the following releases:
11.1.2.4.000
11.1.2.4.100 PSU
11.1.2.4.101 PSU
11.1.2.4.102 PSU
11.1.2.4.103 PSU
11.1.2.4.200 PSU
11.1.2.4.201 PSU
11.1.2.4.250 PSU
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
· Install the ADF patch 25113405, if not already installed.
· Install HFM patch 11.1.2.4.206 (26760297), if using HFM.
· Install SOA patch SOA_11.1.1.7.8_Patch_20900797
· Install WebLogic Server patch WLS_PSU_10.3.6.13_21984589
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.”
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.
Applies to all supported platforms.
Applies to all languages supported by the product.
When you import a CSV file into Tax Supplemental Schedules or Tax Operations, you can now select a Comma or a Tab as a file delimiter. The File Delimiter field was added to all import dialogs to allow users to select either a Comma or Tab delimiter.
New date calculation functions have been added to Tax Supplemental Schedules or Tax Operations, including Year, Month, Day, Date, and Add Month. The Date Difference function now also supports years and months.
You can specify a negative Start Date for Supplemental Data Forms. See the “Assigning the Workflow” section in the Oracle Hyperion Financial Tax Governance Administrator's Guide.
You can specify the column width for Supplemental Data forms. You can specify Small, Medium, Large, Size to Fit, or a Custom width. See the “Form Template Sections: Columns Tab” section in the Oracle Hyperion Financial Tax Governance Administrator's Guide.
You can load viewer access to forms from files. You can also export viewer access to CSV files. See the “Setting Form Template Access for Users, Groups, or Teams and Bulk Uploading” section in the Oracle Hyperion Financial Tax Governance Administrator's Guide.
You can assign teams as users for Supplemental Data, for example in forms and dashboards.
Smart View now supports working directly with Tax Operations tasks and schedules. Users can view a list of their current tasks and submit and approve them from Smart View. To accomplish this, you install the new Tax Governance Smart View extension.
After installation of the extension, when you open Excel, you will see new ribbons labeled Close Tasks. See “Updating Tasks From Smart View” in the Oracle Hyperion Financial Tax Governance User’s Guide.
In Tax Operations, you now upload a File attachment or URL reference to multiple tasks at one time.
Tax Operations now support archiving and purge of old financial data. Customers have found the need as the product grows in size to clean up old data which will also help keep the database size in check and enhance performance.
Archiving is now available using the Lifecycle Management export and import for run time objects like schedules in Tax Operations. There is also additional capability to purge and restore data.
The SOA engine has been removed from all workflow processing, notification, and system batch operations in all Tax Governance modules resulting in simplified installation configuration and enhanced performance. SOA is now only required to run Tax Operations system automated or event monitoring tasks. Many operations that take some time are performed in the background, can be managed through a new Manage Jobs dialog and allow users to continue on with their work while processing takes place.
Users may now name and save views of the various transactional dashboards (for example, Tax Operations Task List.). This includes the column layout, sort order and filters associated with the dashboard. Administrators may publish the saved dashboard views to make them available to all users.
Two new rule types have been added: prevent rejections and send email update. The prevent rejection rule prevents a reviewer from rejecting if certain conditions are not met. For example, an Administrator can set up the rule to prevent an ARM reviewer from rejecting a task until a custom 'Reject Reason' attribute has been set. The Send Email on Update rule sends emails to users if certain conditions being met. For example, this rule can be set up to send email a specified set of users if a custom 'Audit Required' attribute has been set to true.
Additionally, Administrators and Power Users will now be able to rerun rules that were previously only run during data loads. The rules that can be rerun are: Copy Transactions, Set Attribute, Auto Submit and Auto Approve.
Tax Operations users now have the ability to return a task or reconciliation workflow directly to themselves. For example, a preparer can do more work on a task or a reviewer can take another look at a reconciliation.
Previously, an administrator would need to intervene to do this action. To maintain security, this new user capability is turned off by default and must be enabled by an Administrator.
User IDs will now appear next to the user names when picking users for various fields (preparer, reviewer, etc.). This will help make the correct decision when two or more users have the same name.
The limit on columns in transactional dashboards has been increased from 20 to 30.
The owner of tasks may now be changed after the schedule has been opened.
Tasks may now be deleted from Open and Closed Schedules. An administrator must enable this new capability as it may affect a company's compliance policies regarding deleting close history.
The action of submitting tasks has been made clearer to users through addition of a Submit Task button in an effort to prevent accidental submissions.
Administrators and Power Users may now set up currency translation calculations in data sets to allow global companies to enter data in local currency and translate into the currency of the parent company for reporting purposes. To support this, rate types and rate data may now be defined and loaded.
Administrators and Power users can now load data into datasets directly across multiple entities. This functionality can also be used to pre load certain columns of the dataset so that form preparer can input only those columns that are necessary.
Users are assigned workflow roles during form template creation, but in some cases, users need the flexibility to reassign workflow actions to a different user in the midst of a close process (i.e. after forms are deployed to data collection periods. To achieve this, TSS leverages the existing ‘Reassign User’ functionality in Tax Operations.
One of the primary use cases of TSS is where a customer loads account balances from any of the various GL systems into their tax application which is HTP and requires the details or parts of the sum of that account balance to be collected in TSS. Once collected, the total of the supplemental data needs to match the account balance in HTP before the preparer can submit the data form. To achieve this, TSS provides the ability to validate the supplemental data against the balances in the tax application.
You can now upload dimension members to an attribute of type LIST from a csv file while creating dimensions.
For attributes which are referenced by a dimension, you can search for members in the dimension member lookup dialog while on a data collection form.
You can now make user assignments for workflow stages in bulk, by uploading the assignments from a csv file during a form template creation.
When you import data with dates, you can select the format from a designated list of formats. The format remedies the case where Excel changes the date format when files are opened in Excel.
Scripted attributes in Tax Operations (TAXOP) and Tax Supplemental Schedules (TSS), share a common library of calculation functions:
|
Function |
Available In |
Purpose |
|
Average Over Prior Periods |
TSS |
Averages a numeric amount over the prior X periods. |
|
Date Difference |
TAXOP, TSS |
Returns the difference in days, hours, minutes, or seconds between two dates |
|
Extract Text (SUBSTRING) |
TAXOP, TSS |
Returns a string of text from within an attribute value, starting from a specified position |
|
If Then Else |
TAXOP, TSS |
Enables creation of scripted calculations using If/Then/Else conditions |
|
Lower Case |
TAXOP, TSS |
Returns the value of an attribute in lower case |
|
Maximum |
TAXOP, TSS |
Returns the maximum value from a list of attributes |
|
Maximum Over Prior Periods |
TSS |
Returns the maximum value of an attribute over the prior X periods |
|
Minimum |
TAXOP, TSS |
Returns the minimum value from a list of attributes |
|
Minimum Over Prior Periods |
TSS |
Returns the minimum value of an attribute over the prior X periods |
|
Prior Period Value |
TSS |
Returns the value of an attribute from the specified prior period |
|
Round |
TAXOP, TSS |
Returns the value of an attribute rounded to the specified precision |
|
Text Location (INSTRING) |
TAXOP, TSS |
Returns the location of a string of text within the attribute value |
|
Sum Over Prior Periods |
TSS |
Sums the value of an attribute over the prior X periods |
|
Uppercase |
TAXOP, TSS |
Returns the value of an attribute in upper case |
· Assign Value to List: Assign a value to a list-type attribute
· Assign List to Value: Assign a list value to some other type of attribute (for example, to normalize text values)
· Conditional: Perform if-then-else calculations
Rules affect the Tax Operations workflow and can be assigned to Templates, Schedules, Task Types and Tasks. Workflow rules now include auto-submission and auto-approval of tasks as well as prevent submission and prevent approval.
You can use LCM to migrate all artifacts except form instances and report definitions.
You can now use an editor to create calculations.
|
Defect Number |
Defect Fixed |
|
· 26810981 |
In Tax Supplemental Schedules, complex calculation, involving PRIOR function and dimension reference attributes, is fixed |
|
· 27243758 |
In Tax Operations, user is able to get back ownership of reconciliations after a status change. |
|
· 27306574 |
In Tax Operations, generate report binder works properly for attachments. |
|
· 27339368 |
In Tax Operations, export of selected tasks works properly. |
|
· 27358418 |
In Tax Operations, early start of task now transforming from task type. |
|
· 27363684 |
In Tax Operations, reopen task with approver aligns to the user selection of approver. |
|
· 27371256 |
In Tax Operations, early start selection in task type now gets inherited by template task. |
|
· 27375741 |
In Tax Operations, reopen task is now available to an approver if task status is more than one level beyond that approver. |
|
· 27392823 |
In Tax Operations, correction for movement between tasks in Workspace. |
|
· 27423381 |
In Tax Operations, opening a schedule with (Argentina) es-ar language works properly. |
|
· 27432120 |
In Tax Operations, if task type has Allow Early Start set, the issue with replacing or updating during export and reimport. |
|
· 27517363 |
In Tax Governance, LCM export fails if user does not have roles for all of the modules: CM, ARM and SDM |
|
· 27553484 |
In Tax Supplemental Schedules, user with appropriate access can see the data in Data Set Dashboard even after form is approved/closed. |
|
· 27563211 |
In Tax Operations, answers to questions in Close Manager are retained. |
|
· 27654437 |
In Tax Operations, server no longer has out of memory issues during LCM export of Close Manager artifacts. |
|
· 27678157 |
In Tax Operations, when creating a new schedule from template, the Period drop down list now displays more rows. |
|
· 27777105 |
In Tax Operations, flagging at risk tasks working properly. |
|
· 27803953 |
In Tax Operations, task question field does not cut off at 255 characters. |
|
· 27822231 |
In Tax Operations, No error when adding a primary approver to a Task List. |
|
· 27831546 |
In Tax Supplemental Schedules, added validation to not allow “Start Date” and “End Date” as attributes in Data Set because those are system reserved attribute names |
|
· 26834513 |
In Tax Supplemental Schedules, form data entry issue is fixed for complex calculation with PRIOR, TRANSLATE and new entity combination. |
|
· 27616481 |
In Tax Supplemental Schedules, restriction added to display only 30 attributes during first time display in Data Set Dashboard. |
|
Defect Number |
Defect Fixed |
|
· 26181632 |
In Tax Supplemental Schedules, daily emails were not functioning properly for Tax Supplemental Schedule. |
|
· 26279728 |
In Tax Supplemental Schedules, daily job was not updating the Tax Supplemental Schedule forms status from ‘Pending’ to ‘Open’ |
|
· 26518390 |
In Tax Operations Manager, HFM documents with special characters could not be opened from Task Actions dialog. |
|
· 25248264 |
In Tax Operations, task start date/time don't match between task list and Smart view. |
|
· 25303517 |
In Tax Operations, unable to export/import primary user team setting from/to FCM via LCM. |
|
· 25309404 |
In Tax Operations, if a user tried to change the status of 1000 or more tasks via the Actions Panel, an error occurred. |
|
· 25389298 |
In Tax Operations, error seen in user notification preferences. |
|
· 25779921 |
In Tax Operations, in rare circumstances, the user was unable to access the Web Data Entry Form in the View Task Dialog from My Worklist. |
|
· 26330376 |
In Tax Operations, the Approve and Reject buttons for alerts lacked text. |
|
· 25924521 |
In Tax Operations, in rare circumstances during template creation, when all available templates were embedded, an error occurred. |
|
· 26597297 |
In Tax Supplemental Schedules, decimal places were getting lost in Currency rates in MSSQL Database |
|
· 26703198 |
In Tax Supplemental Schedules, report query validation was failing in MSSQL Database when data set attribute was using TRANSLATE function in calculated attribute. |
|
· 25962878 |
In Tax Governance, LCM import does not import certain artifacts in a clustered FCM setup. |
|
· 25303517 |
In Tax Governance, LCM export of Teams does not include primary user information. |
|
· 25248264 |
In Tax Operations, task date and times do not match between task list and smart view. |
|
· 25392149 |
In Smart view, updating the screen after all cell populate in excel to minimise response time. |
|
· 25690357 |
In Tax Operations , added task column to list of errors during deploy template |
|
· 25981915 |
In Tax Operations, tasks no longer open in Closed/Locked schedules |
|
· 26021433 |
In Tax Operations, fixed an issue where empty instructions caused deploy template to fail |
|
· 26782627 |
In Tax Operations, approving or rejecting multiple tasks at once would fail in languages other than English |
|
· 25634648 |
In Tax Operations, task end date and time are not exported or imported for event monitoring tasks. |
|
· 25686475 |
In Tax Operations, validator page always launched with HTTP protocol |
|
· 25798860 |
In Tax Operations, re-opening system automated tasks do not re-execute the task. |
|
· 25856660 |
In Tax Operations, BI dashboard scheduled tasks portlet, inclusion of end date columns causes inclusion of the late column whether it is selected or not |
|
· 25916092 |
In Tax Operations, BI dashboard My Worklist portlet user modified column order was not being persisted |
|
· 26868243 |
In Tax Operations, if a user edits a task and changes the Approver from one user to another, the task will no longer be reopened to the Assignee. It will stay open with the new Approver. |
|
· 26968956 |
In Tax Supplemental Schedules, for report writer, dataset access security was not implemented properly so the any user was able to see all the data using this. |
|
· 27061557 |
In Tax Operations, apply button in actions panel add/set user won't enable if only end date is set |
|
· 27023274 |
In Tax Operations, my worklist not automatically refreshing after task submit |
|
· 26887101 |
In Tax Supplemental Schedules, dataset dashboards showing N/A for all the filterable attributes. |
|
· 26518390 |
In Tax Operations, unable to open task list. |
|
· 27056984 |
In Tax Operations, when clicking on an email sent to an assignee (or any user receiving a task), another tab will open to the workspace page. |
|
· 24827513 |
In Tax Operations, question list of values became empty after updating one of the questions. |
|
Defect Number |
Defect Fixed |
|
· 23549524 |
In Tax Operations, task parameters values overridden while scheduling do not reflect in schedule tasks |
|
· 25103313 |
In Tax Operations, Russian characters are seen incorrectly in notification emails |
|
· 25302606 |
In Tax Operations, BI dashboard portlets do not refresh automatically when task statuses change |
|
· 25337711 |
In Tax Operations, certain end-user URL integration tasks cannot be closed once opened. |
|
· 25354881 |
In Tax Operations, there is a possibility of all comments getting deleted on deleting a single comment |
|
· 25356306 |
In Tax Operations, a warning message is seen on switching to task parameters tab |
|
· 25356451 |
In Tax Governance, cannot launch Tax modules in workspace if OAM is enabled |
|
· 25356465 |
In Tax Governance, re-deploy of Tax applications after upgrading to PSU200 causes Reconciliation Manager menu to be hidden from workspace Navigator |
|
· 25394383 |
In Tax Operations, error is seen on opening an aborted task |
|
· 25298032 |
In Tax Operations, error is seen on clicking Expand All in task list view |
|
· 23062909 |
In Tax Operations, Canned Reports cannot be imported using LCM if FCM is not installed |
|
· 16746240 |
In Tax Operations, running tasks assigned to users that were removed from LDAP directories can not be edited or re-assigned. |
|
· 21135395 |
In Tax Supplemental Schedules, error seen in some cases on opening form instance in Smart view |
|
· 23201869 |
In Tax Operations, Status chart for open alerts also shows closed alerts |
|
· 23271341 |
In Tax Operations, Unavailable users can perform actions on tasks from task list using Right-click or Actions menu |
|
· 23294290 |
In Tax Operations, Task without required attachment can be submitted from task list using Right-click or Actions menu |
|
· 23314619 |
In Tax Operations, Task owner or administrator cannot submit tasks from task list using Right-click or Actions menu |
|
· 23321977 |
In Tax Operations, Scheduled tasks portlet shows task as running even after it has been closed |
|
· 23322388 |
In Tax Operations, My Worklist portlet does not show a newly created alert unless refreshed manually |
|
· 23549524 |
In Tax Operations, parameter values overridden during scheduling do not reflect in the resulting schedule's tasks |
|
· 23557670 |
In Tax Operations, removing primary user from a team results in incorrect assignee for tasks in new schedules |
|
· 23592513 |
In Tax Operations, Print function on Gantt view is not working |
|
· 23709730 |
In Tax Operations, pubic filters are not exposed on Status chart portlet |
|
· 23721325 |
In Tax Operations, schedule workflow is frozen if a schedule owner is deleted from user directory |
|
· 23725409 |
In Tax Operations, many tasks are incorrectly flagged as being at risk |
|
· 23755160 |
In Tax Operations, closing Manage Attributes dialog sometimes shows an error message |
|
· 23857745 |
In Tax Operations, unable to save comments with URL attachments in a parent task |
|
· 24312851 |
In Tax Operations, edit alert dialog does not show the information for selected alert type |
|
· 24340980 |
In Tax Governance, error is seen when trying to create a new team in a MSSQL setup |
|
· 24386517 |
In Tax Operations, cannot select more than 20 columns in transactional dashboard list view |
|
· 24455990 |
In Tax Governance, LCM Import of User Preferences fails in some cases |
|
· 24473443 |
In Tax Operations, parent task does not close when child task is submitted using right-click or actions menu in task list |
|
· 24490702 |
Do not display attributes used in calculations end up being displayed to end users |
|
· 24598568 |
In Tax Operations, users can delete comments at any stage during the close process. This needs to be restricted |
|
· 24666649 |
In Tax Operations, smart view task list does not consider tasks assigned to teams or groups |
|
Defect Number |
Defect Fixed |
|
• 22831095 |
In Tax Operations, task entry is not getting deleted from predecessor task table upon deleting task. |
|
• 22166226 |
In Tax Operations, deleting a template with large number of tasks causes a timeout error. |
|
• 22723743 |
In Tax Operations, don't allow Submit, Approve or Reject for tasks in locked schedules. |
|
• 23015633 |
In Tax Operations, errors when adding or deleting teams in Tax-Only setup. There is no FCM installed. |
|
• 22468309 |
In Tax Operations, end date and end time cannot be modified for any task. |
|
• 22152862 |
In Tax Operations, null pointer exception when custom system automated integrations have no response transformation specified. |
|
Defect Fixed |
|
|
• 21959763 |
In Tax Operations, submitting a task throws NullPointerException trying to refresh UI. |
|
• 22765964 |
In Tax Operations, User is not allowed to approve the task if assignee was changed. |
|
• 22765877 |
In Tax Operations, the owner of a task’s alert is unable to approve it. |
|
Defect Number |
Defect Fixed |
|
• 21876489
|
In Tax Operations, when you import a template from a csv file containing more than 100 entries, the connection may fail and generate an error message. |
|
• 21577461
|
In Tax Operations, when you create a schedule from an embedded template you cannot override the HFM POV parameters. |
|
• 21867151 |
Tax Supplemental Schedules has the following performance issues. It takes more than 60 seconds to switch from the workflow to the Access tab, or make changes to access, and deployments run for a number of minutes and then time out. |
|
• 21924592
|
Not able to launch TAX Supplemental Schedules from workspace if installed without FCM. |
|
• 21312519
|
Not able to launch TAX Operations from workspace if installed without FCM. |
|
• 22046642 |
In Tax Operations, receive IllegalArgumentException/Illegal Group Reference when opening a schedule containing tasks with predecessors both inside and outside the schedule. |
|
Defect Number |
Defect Fixed |
|
• 20638017 |
In Tax Operations, if you collapse 'My Worklist' panel, the state is not persisted between sessions. |
|
• 20903526 |
In Tax Operations, the basic filter panel shows incorrect numbers next to certain filter attributes. |
|
Defect Number |
Defect Fixed |
|
• 20530439 |
In Tax Operations, a previously deleted custom attribute prevents creation of a new attribute with the same name. |
|
• 20632463 |
In Tax Operations Dashboard portlets, under the Schedule selection dialog, it is not possible to deselect all schedules with one click. |
|
• 20933254 |
In Tax Operations, an administrator cannot edit tasks in a base template if the edit task dialog was opened earlier for an embedded task in the same session. |
|
Defect Number |
Description |
|
· 25372606 |
In Tax Operations, content server cannot be configured when FCM is not installed. |
|
· 25309404 |
In Tax Operations, updating more than 1000 tasks in task list using Actions panel throws an error. |
|
· 25223601 |
In Tax Governance, URL attachments pointing to files in shared folder do not work as expected. |
|
· 22158466 |
In Tax Operations, reopening a task does not reopen dependent tasks. |
|
· 21952815 |
In Tax Supplemental Schedules, use of Prior function in combination with dimension reference attributes throws error when opening the form |
|
· 25520380 |
In Tax Governance, error is seen when applying 11.1.2.4.201 patch on a linux Tax machine where FCM is not installed |
This section includes important information about applying this patch for Oracle Hyperion Tax Governance.
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: If you wish to, take a backup of Canned Reports folders in LCM import-export location (by default, Oracle/Middleware/user_projects/epmsystem1/import_export). Applying this patch will overwrite the existing reports with latest ones.
To apply this patch:
1. All Tax Governance patches should be installed on all the boxes that host the below managed servers:
o Tax Management managed server
o Foundation Services managed server
o Admin server
o SOA server
2.
Before applying this patch, confirm the environment is running properly:
Windows:
Go to Start, then Programs, then Oracle EPM System, then Foundation Services, then epmsystem1, and then EPM System Diagnostic.
Linux:
Run this command:
<Middleware_Home>/user_projects/epmsystem1/bin/validate.sh
All tests should display PASSED.
3. Stop Tax Management Managed Server, Foundation Services Managed Server and SOA managed 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. From a command line, change the directory to <EPM_ORACLE_HOME>/OPatch.
6. To apply the patch, enter the following command on one line:
7. Windows:
opatch.bat apply
<EPM_ORACLE_HOME>/OPatch/27479194 -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/27479194 -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.
NOTE: If during opatch you see any errors or failures please check the troubleshooting section.
Update mod_wl_ohs.conf file to increase the HTTP timeout setting. This is required to avoid errors in long-running LCM operations. LCM operations can take considerable time depending on the volume of data in Financial Close Management application.
1. Make a copy of this file for backup: <EPM_ORACLE_INSTANCE>\httpConfig\ohs\config\OHS\ohs_component\mod_wl_ohs.conf
2. Edit mod_wl_ohs.conf to add the entry “WLIOTimeoutSecs 7200” under the following items
a. <LocationMatch ^/arm>
b. <LocationMatch ^/fcc>
c. <LocationMatch ^/sdm>
d. <LocationMatch ^/taxop>
e. <LocationMatch ^/tss>
NOTE: If you have not installed Financial Close Management, entries for a., b. and c. may not exist and can be skipped.
Example:
Change
<LocationMatch ^/arm>
SetHandler weblogic-handler
WeblogicCluster <server>:<port>
</LocationMatch>
To
<LocationMatch ^/arm>
SetHandler weblogic-handler
WeblogicCluster <server>:<port>
WLIOTimeoutSecs 7200
</LocationMatch>
NOTE: This step could be skipped if you are applying this patch on top of 11.1.2.4.200 PSU or later.
Starting in version 11.1.2.4.200, ARM invokes FDMEE RESTful APIs for creating data load definitions or executing data load rules, which depends on json libraries. Starting in version 11.1.2.4.200, ARM also invokes ODI agent remotely in Java, therefore it depends on ODI libraries too. Those libraries need to be added to FCM managed server’s classpath for ARM data load to work.
1. Log into WebLogic admin console.
2. Go to Deployments
3. Click on epm-misc-libraries, and add FinancialClose cluster as its target.
4. Click on epm-aif-odi-libraries, and add FinancialClose cluster as its target.
NOTE: This step could be skipped if you are applying this patch on top of 11.1.2.4.250 PSU.
Archive feature introduced in 11.1.2.4.250 (for Close Manager, Tax Operations and Account Reconciliation Manager) makes use of SharedServices library APIs to make LCM calls. SharedServices library needs to be added to FCM and TAX managed server's classpath for this feature to work.
1. Log into WebLogic admin console.
2. Go to Deployments
3. Click on epm-hss-libraries, and add FinancialClose and TaxManagement cluster as its target.
NOTE: This step could be skipped if you are applying this patch on top of 11.1.2.4.250 PSU
Archive feature also needs a new log-handler
1. Take a backup of existing file <DOMAIN_HOME>\config\fmwconfig\servers\FinancialClose0\logging.xml
NOTE: If you have not installed Financial Close Management, this file may not exist and can be skipped.
2. Edit the file to add below entry under <log_handlers> XML tag
<log_handler name='epmlcm-handler' class='oracle.core.ojdl.logging.ODLHandlerFactory' level='TRACE:32'>
<property name='useDefaultAttributes' value='false'/>
<property name='format' value='ODL-Text'/>
<property name='path' value='${domain.home}/servers/${weblogic.Name}/logs/SharedServices_FCM_LCM.log'/>
<property name='maxFileSize' value='1000000'/>
<property name='maxLogSize' value='5000000'/>
<property name='useSourceClassAndMethod' value='true'/>
</log_handler>
3. Add the below entry under <loggers> XML tag
<logger name='oracle.EPMLCM' level='NOTIFICATION' useParentHandlers='false'>
<handler name='epmlcm-handler'/>
</logger>
4. Take a backup of existing file <DOMAIN_HOME>\config\fmwconfig\servers\TaxManagement0\logging.xml
5. Edit the file to add below entry under <log_handlers> XML tag
<log_handler name='epmlcm-handler' class='oracle.core.ojdl.logging.ODLHandlerFactory' level='TRACE:32'>
<property name='useDefaultAttributes' value='false'/>
<property name='format' value='ODL-Text'/>
<property name='path' value='${domain.home}/servers/${weblogic.Name}/logs/SharedServices_TAX_LCM.log'/>
<property name='maxFileSize' value='1000000'/>
<property name='maxLogSize' value='5000000'/>
<property name='useSourceClassAndMethod' value='true'/>
</log_handler>
6. Add the below entry under <loggers> XML tag
<logger name='oracle.EPMLCM' level='NOTIFICATION' useParentHandlers='false'>
<handler name='epmlcm-handler'/>
</logger>
1. Make sure there are NO running system automated tasks or event monitoring tasks in Tax Operations.
2. Shutdown Tax Management Managed Server if it is running.
3. Make sure Admin Server, Foundation Services Managed Server and SOA managed server are running.
4. On the Tax Management Managed server(s), open the command line window and change the directory to <EPM_ORACLE_HOME>\products\FinancialCloseManagement-Common\scripts
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/Cleanup script:
In the same command line window, run the below command
Windows:
PS4251.bat
Linux:
PS4251.sh
NOTE: Make sure there are no errors displayed in the command window after execution of PS4251 script. If there are any, go to the Troubleshooting section below before contacting Oracle Support.
7. Start Tax Management Managed Server.
8. Confirm the environment is running properly after the patch has been applied:
Windows:
Go to Start, then Programs, then Oracle EPM System, then Foundation Services, then epmsystem1, and then EPM System Diagnostic.
Linux:
Run this command: <MIDDLEWARE_HOME>/user_projects/epmsystem1/bin/validate.sh
All tests should display PASSED.
9. Validating Tax Operations Configuration:
f. Launch the Tax Operations validation tool from a web browser:
http://<TAXHOST>:<TAXPORT>/taxop/faces/oracle/apps/epm/fcc/ui/page/FCCValidation.jspx
Where TAXHOST is the name of the machine where TaxManagement0 managed server is configured and where TAXPORT is the Listening port of TaxManagement0 managed Server in the WebLogic console.
The default TAXPORT is 22200.
g. Log on with Tax Operations administrator credentials.
h. To validate the Tax Operations configuration, click the Validate Tax Operations Configuration button.
i. All results should have check marks instead of an X.
10. All users should now clear cached files from their browsers.
11. Optionally import latest Canned Reports by running LCM import from Shared Services.
12. If System automated and Event monitoring integrations are not being used, SOA server could be shutdown to save resources.
Run this command to shut down SOA server:
Windows: <MIDDLEWARE_HOME>/user_projects/domains/<DOMAIN_NAME>/bin/stopManagedWeblogic.cmd <SOA_SERVER_NAME>
Linux: <MIDDLEWARE_HOME>/user_projects/domains/<DOMAIN_NAME>/bin/stopManagedWeblogic.sh <SOA_SERVER_NAME>
You could also shutdown the server from WLS admin console. Go to Servers -> Control page, select SOA server and click Shutdown
Tax Operations
For pre-existing installations which have been tuned for
increased SOA Server utilization, it is possible to reduce the memory
allocation of the SOA Server managed Weblogic server. The memory allocation
settings are specified in the startup script file SOADomainEnv
Windows: <MIDDLEWARE_HOME>/user_projects/domains/<DOMAIN_NAME>/bin/
setSOADomainEnv.cmd
Linux: <MIDDLEWARE_HOME>/user_projects/domains/<DOMAIN_NAME>/bin/
setSOADomainEnv.sh
The
JVM heap settings can be modified to:
set DEFAULT_MEM_ARGS = -Xms768m -Xmx1200m
Tax Supplemental Schedules
If Tax Operations is not being used, the SOA server could
be shut down.
Data Source Connection Pool Tuning
If connection pool Statement
Cache Size values have been increased, they may be decreased to reduce the
per-session JVM memory consumption without impacting performance. The maximum
recommended value is 30 for the data sources: accountreconciliation_datasource,
financialclose_datasource, financialclosecommon_datasource,
taxoperations_datasource, taxsupplementalschedules_datasource
Note: accountreconciliation_datasource and
financialclose_datasource will not exist if FCM is not installed.
The SOA relateddata sources EDNDataSource, EDNLocalTxDataSource, SOADataSource,
SOALocalTxDataSource can have their statement cache sizes reduced to a maximum
value of 20.
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 (27479194).
If you continue, patch(es) <PreviousPatch#> will be rolled back and the new patch (27479194) will be installed.
If a merge of the new patch (27479194) 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 do either of the below
1. Do not rollback if you see a conflict message for any 11.1.2.3.xxx patch. Contact Oracle Support representative.
2. Roll back the previous patch and apply the new patch (this action might be appropriate if the previous patch was not critical).
3. 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.
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.
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
UNIX/Linux:
./opatch lsinventory -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME>/jdk160_35 –invPtrLoc <EPM_ORACLE_HOME>/oraInst.loc
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
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