Caution: You are urged to carefully read and understand the following requirements. Failure to comply may result in applying a patch that can cause your application to malfunction, including interruption of service and/or loss of data. Before installing or applying this patch:

Verify that your system configuration (product version, patch level, and platform) exactly matches what is specified in the Readme.

Patch Type

This is a patch set update (PSU). This patch replaces files in the existing installation and does not require a full installation. This is a standalone patch and it is built on 11.1.2.2.500 of Planning.

Supported Paths to this Patch

You can apply this patch to release 11.1.2.2.500 (patch 18659116).

You can apply this patch to release 11.1.2.2.501 (patch 20218428).

Prerequisites

EPM System Patches

Before applying this patch, install these patches as described in the readme for each patch:

o Oracle Enterprise Performance Management System -Release 11.1.2.2.500 Patch Set Update (patch 18659116).

Required Microsoft Patch

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

Required User Rights

The user applying the patch should be the user who was set up to install and configure EPM System products. Required user privileges or rights:

Windows:

Use the user account that has Local administrator rights and was set up for installation and configuration. This user is an administrator and is the same for all EPM System products. Assign local policies if required by the product. Such assignments typically are: “Act as part of the operating system, Bypass traverse checking, Log on as a batch job, Log on as a service.”

UNIX/Linux:

Use the account that was used to install EPM System products and has Read, Write, and Execute permissions on $MIDDLEWARE_HOME. If you installed other Oracle products, the user who installed EPM System products must be in the same group as the user who installed the other Oracle products. OPatches are not intended to be applied using a root user.

Supported Platforms

This patch can be applied to all platforms supported in release 11.1.2.2.500 (patch 18659116).

Supported Languages

This patch can be applied to all languages supported in release 11.1.2.2.500 (patch 18659116).

Defects Fixed in this Patch

Defect Number	Defect Fixed
· 18621675	When running the Grid diagnostic tool to evaluate form performance, the form selection screen has no impact on which forms are analyzed if the prior selection was to run All Forms. Subsequent runs will generate the report for all forms even if only one form was selected.
· 18268356	A Calc Manager Ruleset, with a rule, which runs against an application other than the application the ruleset is deployed to, fails to run in Planning web, if rule contains RunTimePrompts”. Note: Launching Cross application Rule set will only work from Planning web interface and not from Smart View for Non admin users.
· 18288150	Formula rows included in Planning data forms, do not display in Smart View if the form has been set to show aliases.
· 19392758	When opening the Forms and Ad Hoc Grid Management page, you may receive the following error: "An unknown error occurred during data streaming. Ask your System Administrator to inspect the server-side logs."
· 20125699	You may be unable to export exchange rate tables using lifecycle management.

Defects fixed in 11.1.2.2.501:

Defect Number	Defect Fixed
· 17695661	The VariancePercentage() function returns a whole number for the percentage instead of a decimal value. For example, 50% returns 50 instead of .50.
· 17749833	Only first 2 lines of multi-line text is displayed in data cell of the form even if it has a larger width and height.
· 18247674	You cannot access Manage Approvals or Copy Version from a data form that was accessed via a Task List.
· 18505137	You are not able to copy a range of cells from Excel to a Planning data form using Firefox when Planning is deployed on Websphere.
· 18652654	If you open a Task List Data Form that has a Business Rule set to "Run on Save”, the rule will not launch on Save if you try to open the Planning application in more than one Workspace tab. Note: Set the Planning application property DATA_GRID_CACHE_SIZE to appropriate value when working in multiple tabs.
· 18772756	Error message does not display when switching between page members which exceed the threshold limit.
· 19075837	After changing the Planning Unit status in the Manage Approvals page, the current owner of the Planning Unit is not updated until selecting Refresh.
· 19358424, 20284730	When a Planning data form retrieves cells which hold Smart List values, certain special characters are not displayed correctly. The following characters are displayed as their HTML name / number instead of the proper character: & - displayed as &amp ` - displayed as &#039 ¿ - displayed as " < - displayed as &lt > - displayed as &gt
· 19461714, 20284713	Data Validation Messages are not displayed in composite forms. If a composite form has failed data validation, cells in underlying simple forms other than the first tab, the Data Validation Message will not display on initial load.
· 19487074	When non-administrator users connect to Planning via Smart View using ad-hoc, the users are able to see data at the root dimension level (i.e. Entity). Note: After the fix, if non-administrator user tries to access ad-hoc grid that has dimension root member, it will display #NoAccess for such intersections.
· 19768282	When a business rule is attached to a data form that is set to “Run on Save” and the business rule uses the @RETURN function to stop executing if a condition is not met, when this occurs the data form does not automatically refresh. You must manually click the refresh button to see the updated data.

Known Issues in this Patch

This patch does not contain any known issues.

Applying this Patch

The section includes important information about applying this patch for Planning.

To apply this patch:

1. Stop all of the EPM and Calculation Manager Services running on the Planning server where this patch is being applied, including the Planning server, RMI services, and Financial Reports.

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

3. On the Planning server machine, from a command line, change the directory to <EPM_ORACLE_HOME>/OPatch.

4. Enter the appropriate command on one line:

Microsoft Windows:

opatch.bat apply <EPM_ORACLE_HOME>/OPatch/20728678 -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME>/jdk160_29

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/20728678 -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME>/jdk160_29 -invPtrLoc <EPM_ORACLE_HOME>/oraInst.loc

The default for <EPM_ORACLE_HOME> is $HOME/Oracle/Middleware/EPMSystem11R1. The default for <MIDDLEWARE_HOME> is $HOME/Oracle/Middleware.

5. Delete the tmp directory for the Planning server in: <MIDDLEWARE_HOME>/user_projects/domains/EPMSystem/servers/<server> where <server> is the Planning server (for example, Planning0).

The full path for tmp is: <MIDDLEWARE_HOME>/user_projects/domains/EPMSystem/servers/<server>.

6. Restart all the services on the Planning server that were stopped in Step 1, including the Planning server, RMI services, and Financial Reports services.

7. WebSphere users: Manually redeploy from the WebSphere Integrated Console as described in the Oracle Enterprise Performance Management System Installation and Configuration Guide.

8. Perform any required post installation steps as described in the following sections.

9. Have all users clear cached files from their browsers.

Post Installation Requirements

Steps if Planning and Financial Reporting are on Different Servers

If Financial Reporting (FR) is on a server other than that of Planning, perform these steps on the FR server:

1. Stop all of the EPM services running on the FR server, and stop the FR server.

2. Make a backup copy of file HspJs.jar.

3. Extract the 11.1.2.2.502 planning patch zip file and copy HspJS.jar in \20728678\files\common\ADM\Planning\11.1.2.0\lib.

4. Paste the file in these directories:

o <EPM_ORACLE_HOME>\common\ADM\Planning\11.1.2.0\lib

o <EPM_ORACLE_HOME>\common\ADM-64\Planning\11.1.2.0\lib (if it exists)

5. Restart EPM services.

Steps if Other Enterprise Performance Management Products Reside on a Server Other Than the Planning Server

Perform these steps on all servers that host any EPM system products other than Planning. For example, if ERPI Integrator and Performance Management Architect are installed on a different server than the Planning server, perform the following procedure on the server hosting ERPI and EPMA.

1. Stop all running EPM services.

2. Make a backup copy of the file HspJSClient.jar in: <EPM_ORACLE_HOME>\common\planning\11.1.2.0\lib.

3. Extract the 11.1.2.2.502 planning patch zip file, copy the file named HspJSClient.jar from

20728678\files\common\planning\11.1.2.0\lib, and paste it in: <EPM_ORACLE_HOME>\common\planning\11.1.2.0\lib.

4. Restart the EPM services.

Rolling Back this Patch

To roll back a patch:

1. Stop all of the EPM services running on the Planning server where this patch is being applied, including the Planning server, RMI services, and Financial Reports.

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

3. Enter the appropriate command on one line:

Microsoft Windows:

opatch.bat rollback -id 20728678 -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME>/jdk160_29

NOTE: The default for <EPM_ORACLE_HOME> is C:/Oracle/Middleware/EPMSystem11R1. The default for <MIDDLEWARE_HOME> is C:/Oracle/Middleware.

UNIX/Linux:

./opatch rollback -id 20728678 -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME> /jdk160_29 -invPtrLoc <EPM_ORACLE_HOME>/oraInst.loc

NOTE: The default for <EPM_ORACLE_HOME> is $HOME/Oracle/Middleware/EPMSystem11R1. The default for <MIDDLEWARE_HOME> is $HOME/Oracle/Middleware.

4. Delete the tmp directory for the Planning server in: <EPM_ORACLE_HOME>/user_projects/domains/EPMSystem/servers/<server> where <server> is the Planning server (for example, Planning0).

5. Restore the backup files from “Post Installation Requirement” section

6. Restart all the services on the Planning server that were stopped in Step 1, including the Planning server, RMI services, and Financial Reports services.

7. Have all users clear cached files from their browsers.

Troubleshooting FAQs

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

If the patch that you apply conflicts with a previously applied patch, you may receive the following error message when running OPatch:

Patch(es) <PreviousPatch#> conflict with the patch currently being installed (<NewPatch#>).

If you continue, patch(es) <PreviousPatch#> will be rolled back and the new patch (<NewPatch#>) will be installed.

If a merge of the new patch (<NewPatch#>) and the conflicting patch(es) (<PreviousPatch#>) is required, contact Oracle Support Services and request a Merged patch.

This error is returned when one patch attempts to update a previously patched file. When this conflict happens, you can either (1) roll back the previous patch and apply the new patch (this action might be appropriate if the previous patch was not critical) or (2) request a “merged patch” consisting of the new patch and the patch that it conflicts with. To request a merged patch, contact your Oracle Support representative.

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

This warning means that the patch being applied is a superset of a patch already on the deployment and the existing patch will be rolled back. The following snippet shows the context of this warning.

The following warnings have occurred during OPatch execution:

1) OUI-67078:Interim patch 12345678 is a superset of the patch(es) [77777777] in OH C:\Hyperion

-----------------------------------------------------------------------------------

OPatch Session completed with warnings.

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

In EPM System Release 11.x, you can use the lsinventory command to OPatch to find the release and patches that are installed in an Oracle Home. For example, enter the following command on one line:

Windows:

opatch.bat lsinventory -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME>/jdk160_29

UNIX/Linux:

./opatch lsinventory -oh <EPM_ORACLE_HOME> -jdk <MIDDLEWARE_HOME>/jdk160_29 –invPtrLoc <EPM_ORACLE_HOME>/oraInst.loc

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

When patching an .EAR file for an application, you may need to delete the cached files in the following folders in order to see the changes provided with the patch:

<MIDDLEWARE_HOME>/user_projects/domains/<DOMAIN_NAME>/servers/

<MANAGED_SERVER_NAME/tmp/

<MIDDLEWARE_HOME>/user_projects/domains/<DOMAIN_NAME>/servers/

<MANAGED_SERVER_NAME/cache