Oracle Hyperion Planning

Release 11.1.2.4.008 Patch Set Update (PSU): 11.1.2.4.008

Readme

About this Patch. 1

Patch Type. 2

Supported Paths to this Patch. 2

Prerequisites. 2

EPM System Patches. 2

Other Required Patches. 3

Required User Rights. 3

Supported Platforms. 3

Supported Languages. 3

Documentation Update. 3

Defects Fixed in this Patch. 3

Known Issues in this Patch. 11

Applying this Patch. 11

Post Installation Requirements. 12

Rolling Back this Patch. 14

Troubleshooting FAQs. 15

Why do I get the following patch conflict error message when running OPatch?. 15

Why do I get the OUI-67078 warning message when applying OPatch?. 15

How can I find out which releases and patches of EPM System products are installed in a deployment?. 16

I applied the patch successfully but I don’t see the changes from the patch in the product. What should I do?. 16

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 require a full installation. This is a standalone patch and it is built on 11.1.2.4.000 of Planning.

Supported Paths to this Patch

You can apply this patch to below releases

Planning 11.1.2.4.000.

Planning 11.1.2.4.001 (20817841)

Planning 11.1.2.4.002 (20937926)

Planning 11.1.2.4.003 (21317639)

Planning 11.1.2.4.004 (22186227)

Planning 11.1.2.4.005 (23009543)

Planning 11.1.2.4.006 (25345185)

Planning 11.1.2.4.007 (27027776)

Prerequisites

EPM System Patches

Before applying this patch, install the below mentioned patch as described in the readme for that patch:

o    Oracle Hyperion Financial Data Quality Management, Enterprise Edition Patch Set Update (PSU): 11.1.2.4.200 (Patch 22452414) or later PSU.

o    Oracle Hyperion Essbase Server Patch Set Update (PSU): 11.1.2.4.018 (Patch 26007120).

o    Oracle Hyperion Essbase RTC Patch Set Update (PSU): 11.1.2.4.018 (Patch 26007112).

o    Oracle Calculation Manager Patch Set Update (PSU): 11.1.2.4.006 (Patch 22806363) or a later PSU.

o    Oracle Hyperion Financial Reporting Release 11.1.2.4.000 Patch Set Update (PSU): 11.1.2.4.006 (Patch 22462544) or a later PSU. Please note:

o    If Oracle Hyperion 11.1.2.4.900 Patch Set Update (PSU) is applied, then no other Oracle Hyperion Financial Reporting or Oracle Hyperion Workspace patches that are released prior to 5/1/2018 should be applied. Doing so, will effectively rollback Financial Reporting/Workspace to 11.1.2.4.700, which used Reporting&Analysis (R&A). In other words, the EPM system will no longer work.

o    Smart View 11.1.2.5.520+. Download the Smart View zip file from either OTN or MOS:

From OTN:

http://www.oracle.com/technetwork/middleware/smart-view-for-office/overview/index.html

From MOS:

https://support.oracle.com/epmos/faces/MosIndex.jspx

Other Required Patches

o    Apply the ADF MLR Patch 25113405.

o    SU Patch [FMJJ]: WLS PATCH SET UPDATE 10.3.6.0.171017 (Patch 26519424)

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 11.1.2.4.000.

Supported Languages

This patch can be applied to all languages supported in release 11.1.2.4.000.

Documentation Update

 Defect 22805734 - Task List Manager role is not currently supported in 11.1.2.4 release.

Defects Fixed in this Patch

Defect Number

Defect Fixed

·   27469130, 27251187, 27251107, 26975661, 26030958, 26022451, 25311192, 25160981, 24790191, 20161532, 25163511, 24334951

If a recurring taskflow is scheduled, the execution of taskflow may not be guaranteed.

Note: 1. Please note the fix for this issue will disable Planning job scheduler. So, if you have not scheduled any jobs in Planning by accessing Planning in simplified user interface, this change should be fine. A comprehensive implementation for this behaviour is planned for future.

2. Administrators need to define the below Planning System Property by navigating to Administration->Application->Properties->System Properties in Planning web and set the value to true.

DISABLE_PLANNING_JOB_SCHEDULER

·   26832758, 26612670, 25924905, 24930638, 23747067, 26736644, 23105473

The email notification sent as part of workflow process may have a blank status check URL.

·   25559167, 24662637, 23534435

Running a Financial Report from Planning Simplified Interface may fail with 404 error.

·   24623582, 27475726, 27136966

Opening Planning data form in Planning Simplified interface may not display alias for all the members in the data form

·   27497589

Launching a business rule from SmartView in ad-hoc mode may fail with an error when alias table for display is changed.

·   27221415, 21660925

If email notification is enabled for jobs, users may get an email for every RTP in a business rule after the business rule execution is complete.

·   26564294

If a Financial Report is defined to display supporting details, running the report may not display the supporting details correctly.

·   25884666

When a user is removed from Planning application, all the cell comments and cell attachments entered by the user are removed from Planning application when a bulk security refresh is run.

·   24609172

Composite forms may not be displayed correctly after collapsing and expanding of sub-forms.

 

Defects fixed in 11.1.2.4.007 PSU:

Defect Number

Defect Fixed

·   25926882

If SSO is enabled, non-administrator users may not be able to access Planning through simplified interface.

·   25851155, 24664890, 23132032, 22252833, 21653712, 23309866

In Planning data form layout, if size-to-fit option is enabled, data values may not be displayed correctly in IE11.

·   25835736, 22098786

Planning data form may not display smart list entries in the order that is set for smart list.

Note: After changing display order of smartlist, Planning administrators need to save smartlist definition two times for the change in display order to be picked up in data form.

·   25824400, 25883123

If a business rule is launched from SmartView, business rule may continue to execute in foreground till execution is complete.

Note: Planning administrator needs to define the below Planning application property under Administration->Manage->Properties->Application Properties tab in Planning, with the value set to true.

 

LAUNCH_RUN_ON_SAVE_RULE_FROM_SMARTVIEW_IN_BACKGROUND

·   25715163, 25883146

Planning data form may not display negative values in the format that is set in user preferences.

·   25101179

Moving members in dimension editor using up or down arrow key may result in members losing member formula associated to them.

·   25071281

If a user navigates to Planning data form using right click menu, page members in target data form may not be picked up from correct context.

·   25057458, 26760261

When suppress missing blocks option is enabled in data form, members hierarchy may not be displayed correctly.

·   24368374, 23635602

If RTP in a business rule has limit defined, invoking member selector for the RTP in SmartView may not display the members in correct outline order.

·   23476819, 23300722

If a user accesses Planning through simplified interface and saves user preferences, it may result in same UI theme applied onto workspace mode.

 

Note: Planning administrator needs to delete the below Planning application property under Administration->Manage->Properties->Application Properties tab in Planning, if property exists already.

 

SKIN_FAMILY

·   22696968, 22596033, 22174606

Incorrect data might be exported when a user exports the data form from "Export to Spreadsheet" option.

·   22551757, 26988179

If a RTP in a business rule has limits and when rule is launched from SmartView, member search may not work from member selector for RTP.

·   21882967, 24012186

Invoking member selector for dynamic user POV from SmartView may not work if dimension root member has alias defined.

·   22369671

Invoking member selector for RTP in a business rule from SmartView may not work if dimension root member has alias defined.

·   22740585

When suppress missing blocks option is enabled in data form and if a user navigates to data form using right click menu, page members in target data form may not be picked up from correct context.

Defects fixed in 11.1.2.4.006 PSU:

Defect Number

Defect Fixed

·   25678457, 25607178

User is not able to submit supporting details after selecting multiple cells in Planning data form in SmartView

·   25108596, 25072090, 24484077

In a SSL enabled environment, connection to Planning from Financial Reporting may not work.

·   24405374, 23490583

Unable to connect to Hyperion Planning server in import map dialog for Hyperion Strategic Finance data integration

Note: Please refer to post installation requirements.

·   23624631

In some cases, user may not be able to login to Planning simplified interface from Planning stand-alone URL.

·   22985644

If multiple users launch business rules in Planning and if Planning is installed on multiple servers, job status for launched rules may not get updated.

·   22525751, 21201903, 25321479

Multiple lines of text entered in a cell in data form may not appear correctly in IE11.

·   24802775, 22384824

When creating Financial Reports against Planning datasource, complete list of attribute dimensions and UDAs may not be displayed.

·   23591780, 23591287, 25321475

Financial Reports created against Planning data source that has data of type date, may not display date in format as specified by user in Planning preferences.

·   24411079, 22378933, 22977182, 24338445, 25482950, 25047195, 24331656, 23226197, 23221006, 22829867, 22601826, 24689018

If data form has more than one dimension in row or column layout, grid properties related to row height, column width set by user are not honored.

·   25366345, 23098916

Multiple users working on data forms in Planning may experience issues with data save in a multiple Planning server installation.

Note: Planning administrator needs to define the below Planning application property under Administration->Manage->Properties->Application Properties tab in Planning, with the value set to true.

SKIP_SYNCING_LAST_LAUNCH_RTP_VALUE

·   25324590, 24312591

Users with read only access to an application are able to delete budgets requests.

·   25040702, 24825543, 24473244, 24363228, 24398976, 24359333, 23147499, 22598002, 24689033, 25321457

If data form has more than one dimension in either row or column layout and if one the dimensions have shared members selected in data form, then dimension that has shared members may not appear in data form at run time.

·   24614823

When launching the rules from SmartView, hidden run time prompts might be displayed.

·   24476208, 24832773, 24717896, 23749136, 25460672

If member name or alias has quotation mark and if this member is used in data form, quotation mark will be displayed in encoded format.

·   24405766, 25111510

Users receive task list notification for every 30 minutes even when alert and overdue frequency options in task are not set.

Note: After applying the patch, Planning application administrators are required to open each task in edit mode, select alert and overdue frequency once, deselect alert and overdue frequency options and save the task.

·   24405405, 23724904

Planning becomes unresponsive when the Visualize button is selected in Smart View.

Please follow below steps:
1. Login to Planning application
2. Navigate to Administration->Application->Properties
3. Define the below property under Application Properties tab
DISABLE_VISUALIZE_IN_EXCEL and set the value to true
4. Save the changes
5. Re-start Planning services
6. Login to SmartView and 'Visualize' button under Planning Ad-hoc ribbon should be disabled.

·   24405385, 21477080, 23666197

When a user launches long running business rule, user will not be able to navigate to any UI until business rule execution has gone to background.

Note: Administrators can now control the business rule execution maximum wait time before it moves to background by adding below Planning application property and setting required value.

The value needs to be specified in milliseconds and needs to be added under Administration->Application->Properties->Application Properties.
Property name: HBR_MAX_WAIT_FOR_RULE
e.g. to set maximum wait time to 5 seconds, administrator needs to set the value as
HBR_MAX_WAIT_FOR_RULE 5000

·   24348836

Non-administrator users may not be able to view or launch native Essbase calculation scripts from Planning.

·   23330668

When a long running rule is launched from SmartView, the rule execution will not be moved to background mode.

·   23327460, 23512662, 22673681, 24689024

When a rule with @Return is launched from Smart View, it will display an error message and not the message associated with @Return.

·   22229667

Job status may not display updated status of database refresh process.

·   22136032, 24296522, 23633548, 22997879

Data values of read-only cells in data form may display full precision value and formatted value.

 

Defects fixed in 11.1.2.4.005 PSU:

Defect Number

Defect Fixed

·   23577436, 23556937, 23288638, 23213901, 22845360, 22705841, 22633732, 22619926, 21984612

You may not be able to edit member formulas in an SSL enabled environment.

·   23228482

Refreshing a grid in Smart View that contains the HsGetValue function might result in the Planning server becoming unresponsive.

·   22978366

If a user is de-provisioned from Shared Services and if same user had launched jobs in Planning, user may not be removed from Planning.

·   23074126

Although a user sets their date preference to automatically detect, when opening reports, all date formats are in US_ENG regardless of the users browser locale setting.

·   23044231, 22811740

Whenever there is Validation Rule attached to Web Form, which stops the Approvals from proceeding, Upon Approval submission the following error is encountered: "Error: Failed: Intelligent Page Reduction."

·   22988159

If there are no runtime prompt limits defined, then the member selector is empty when running business rules from Smart View.

·   22981444, 22746119

Date validation errors though dates are valid when using “Automatically detect” date format and browser language is non US-English.

·   22981434, 21881481

Performing a Planning refresh results in a dense restructure occurring two times.

·   22981414, 21150217, 21251947

Users may not be able to connect to a Planning data source from Financial Reporting if the date format for Planning application under user preferences is set to a value other than ‘Automatically Detect’.

·   22955747, 22071921

Carriage returns are not functioning as expected in Financial Reporting reports with PDF preview.

·   22955657, 22763083

The Search button does not work in Manage Approvals section.

·   22949450, 22225694

Values do not align and display properly for reports that contain supporting detail when multiple selections are made for prompts.

·   22949407, 12650706, 22628209, 18637526

Shared members do not appear in the member selector of Smart View.

·   22949394, 22552715

Support for ASO drill through for FDMEE data load has been added.

·   22949287, 21388023, 21259653

The Planning refresh should not automatically create new substitution variables unless they have been manually created in Planning and are specific to an application.

·   22949237, 22757371

The Copy Link option is not available from the Tools menu when using Internet Explorer 11.

·   22949127, 22364896

In Smart View while running rule that contains runtime prompts and has a limit defined, shared members that fall outside the limit are also available for selection.

·   22949065, 22179846

You cannot add a dependency task starting from the 26th task.

·   22949048, 21683372

In Smart View when running a rule that contains runtime prompts attached to composite forms, the runtime prompt Default value is used instead of the page member value from the form.

·   22949015, 16292538

New members in the Period dimension are added as the last child to a parent member, not able to add a new first child member in the Period dimension.

·   22936027

The Outline Load Utility /TR parameter is not working as expected.

·   22917046, 21761294

Not to able to establish the Planning-FR connection and open FR reports if the Financial Reporting Server’s locale is set to something other than en_US.

·   22869995

When hiding a dimension in a column of a form, the second column prevents data entry. For example, entering data into column A is successful, but not in column B. This happens when a Dimension is hidden in the form for column A or B.

·   22535356

You may be unable to see the “Dimension” folder for applications in Smart View, for Applications which have an Ampersand (&) in the dimension name.

Note: Refer to post installation section for re-installation of Planning admin extension.

·   22518843

If the default name of the workforce plan type is changed, you will receive the following error when running business rules from Smart View: You have selected an invalid business rule.

·   22385437

When creating a substitution variable in Planning that contains a tilde (~), the following error is encountered: Error: The format is incorrect. The name entered is invalid. Spaces are not allowed. The name must contain only alpha numeric characters.

·   22352199, 18410489, 20682280

Changing the alias in Smart View Planning does not preserve the formula on the sheet although the 'Preserve formulas and comments in ad hoc operations' and 'Use Excel formatting options’ are selected. Changing alias removes the Formula column and it is replaced with #REF after refresh.

·   22270443

The drop-down arrow for selecting smart lists does not display until you expand the column.

·   21926074

The sort and filter options are not working as expected. For example: when filtering is applied based on data value and then data is adjusted, the data for other unselected rows also get adjusted and not just the selected ones. In addition when sorting the form on column, the values are not showing properly and they are being displayed for incorrect members.

·   21891189

The issue of the runtime prompt dialog not displaying in Smart View is not experienced with Smart View 11.1.2.5.520. Use Smart View 11.1.2.5.520 to avoid this issue.

·   21884299

When a runtime prompt is hidden and the value is out of limit, the member selector is not displayed. Now if the runtime prompt value is out of limit,  a message is displayed to "Enter Value" and allows user to select member via the member selector.

·   21692228

In Smart View when running a rule that contains runtime prompts attached to composite forms, the runtime prompt Default value is used instead of the page member value from the form.

·   20648010

If a data form has repeating members from the same dimension in either row or column layout, user may not be able to enter data in grid for such intersections.

·   20351065

When a composite form has multiple underlying simple forms, the precision in the composite form does not display correctly.

·   17409614

When the less than symbol “<” is used in a member alias, the description after the “<” is truncated when displayed in forms (i.e. “Projects < 100k” will display as “Projects”.

 

Defects fixed in 11.1.2.4.004 PSU:

Defect Number

Defect Fixed

·   22253238, 21805853

Users with non administrative access can launch a business rule associated to menu in data form even if users do not have access to the business rules.

·   22233507, 22179809, 22126979, 22126282

Users are unable to edit Planning application metadata through Smart View admin extension.

·   22199694, 22229820, 21864285, 22007264

Issue with member selection in Smart View planning adhoc for users with non administrative access.

·   21749687

In some cases, after upgrading to 11.1.2.4 Map reporting application may not work.

·   21525339

The limits defined on variable in calculation manager designer may not be honoured when launching the rule from Smart View.

·   21439317

Supporting detail with multiple levels may not display correctly in data form when opened through workspace.

·   21376887

When navigating between data forms in Smart View, context menus may not work.

·   20333746

Suppress hierarchy option may not work when data forms are opened in Smart View.

 

Defects fixed in 11.1.2.4.003 PSU:

Defect Number

Defect Fixed

·   21785085, 21645843, 21634562, 21610754, 21384831

You may not be able to open the member formula editor in SSL enabled environments.

·   21573624, 21557866, 21468612,   21362095, 21350166, 20876398

You may experience Financial Reporting connection issues in a Planning clustered environment.

·   21512967, 21208515

When using IE11 browser, the clipboard helper dialog displays when performing copy/paste of data within data forms.

 

Note: Using Firefox, cell to cell paste is achieved using Ctrl+Shift+V. Copy/paste from Excel can be achieved using>Ctrl+V>dialog opens>Ctrl+V and click on Paste.

·   21476478, 21371338, 21136162

In Smart View, data forms that have formula rows display #noaccess for non-administrator users.

·   21443035

The member formula editor is escaping member names that contain a percent sign during validation.

·   21225582

ERROR_THRESHOLD_NUM_OF_CELLS is not being honoured by ASO Plan Types.

·   21154975

Planning ADM driver returns incorrect result for ALE member query.

 

Defects fixed in 11.1.2.4.002 PSU:

Defect Number

Defect Fixed

·   20664363, 20922914

Non-administrator users do not have access to dimension level member data of non-secured dimensions.

·   20712591, 21068380, 21124365

In Internet Explorer 11, Member formula of dimension members are not visible in Workspace standard UI.

·   20838787

Non-administrator user cannot browse secured dimensions in POV for ASO Cube in Planning Ad Hoc mode.

·   20852114

Unable to access the Simplified UI from Workspace when using IIS as a web server.

·   21050442

In some cases, Financial Reporting reports using a Planning data source connection and with suppression option "missing blocks" selected, will not run.

·   21063197

Unable to upgrade Planning application from version 11.1.2.0 to 11.1.2.4.

·   21068975

In Internet Explorer 11, in a Text type cell when entering multiline comments, when you click on the cell, the horizontal scroll bars displays but the text content does not display.

·   21133700

Column header text in forms no longer wraps resulting in long column headers being truncated on forms.

Note: Post fix, column header will be wrapped using space in the column header as delimiter.

 

Defects fixed in 11.1.2.4.001 PSU:

Defect Number

Defect Fixed

·   17930773

When an ad hoc query is saved as an ad hoc grid, and the form is set up with Predictive Planning parameters, the form cannot be deleted.

·   20272141

Row header width should be automatically adjusted to the longest header.

·   20458045

When entering data in a form invoked via a Task List, cells are not marked as dirty and data is not saved.

·   20458225

You may be unable to save data in some composite forms.

·   20563292

Cell styles in Smart View ad hoc are not being properly applied for supporting details with a Planning ASO plan type data source.

·   20638934

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

•        ż - displayed as &quot;

•        < - displayed as &lt

•        - displayed as &gt

·   20688936

Unable to validate and launch business rules against ASO cubes in Planning applications.

Known Issues in this Patch

This patch does not contain any known issues.

Applying this Patch

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.

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

Windows:

opatch.bat apply <EPM_ORACLE_HOME>/OPatch/28103100 -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/28103100 -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.

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>/tmp.

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

Post Installation Requirements

Steps if Foundation and Workspace services reside on a server other than the Planning Server (Required for Bug 22535356)

1.    Make a backup copy of the file PlanningSVExtension.msi in <EPM_ORACLE_HOME>\common\epmstatic\wspace\PlanningSmartviewExtension.

2.    Extract the 11.1.2.4.008 planning patch zip file, Copy the file  PlanningSVExtension.msi from 28103100\files\common\epmstatic\wspace\PlanningSmartviewExtension and paste it in

<EPM_ORACLE_HOME>\common\epmstatic\wspace\PlanningSmartviewExtension.

3.    Restart all the EPM services.

4.    Users needs to reinstall Planning admin extension by downloading it from Workspace > Tools > Install Menu.

Required for Bug 24405374, 23490583

Please read the below instructions carefully and ensure to follow the steps in correct order.

1.    Backup the following artifacts associated with ASO application:

a.    Outline file

b.    Essbase data

c.    Rule files, report scripts, other scripts, if any

d.    Substitution variables

e.    Drill through definitions

f.     FDMEE data load mapping

g.    Calculation manager rules

h.    Any partitions defined on this application

i.      Any triggers defined on this application

j.     Custom defined functions, custom defined macros, text files, excel files if any

k.    Tablespace – default, tmp.

2.    Define a new Planning application property ENABLE_ASO_APP_FOR_PROVISIONING_IN_SHARED_SERVICES and set the value to true. This should be created under Application Property tab in Administration->Application->Properties UI.

3.    Drop the required ASO application from Essbase

4.    Re-start Planning services

5.    Run database refresh from Planning

6.    The ASO app should be created in Essbase and listed immediately under EssbaseCluster-1 node in Shared services for provisioning, LCM etc

7.    Load back all artifacts backed-up in step 2

8.    Provision users for this ASO app in Shared Services

9.    To create security filter for this ASO app,

a.    execute the below command from Maxl:
    Create or replace filter <app>.<cube>.<filter-name> <filter definition>;

b.    To copy security filter from an existing filter (e.g. copying security filter from existing BSO app to new ASO app), execute below command:

    Create or replace filter <app>.<cube>.<filter-name> as <existing filter name>;

c.     Alternatively, one can create security filters from EAS console.

10. To assign security filters, execute below command from MaxL:

a.    Grant filter <filter name> to <user name>; User-name should be provisioned to ASO application in Shared Services.

b.    One can assign/grant security filters from EAS console as well.

Steps if FDMEE reside on a server other than the Planning Server (Required for Bug 24405374, 23490583)

Perform these steps on all servers that host Financial Data Quality Management, Enterprise Edition product other than Planning.

1.    Stop all running EPM services.

2.    If FDMEE is on Windows server, make a backup copy of the file HspEssbaseMainAPIErpi.dll present in: <EPM_ORACLE_HOME>\products\FinancialDataQuality\lib\64-bit.

3.    If FDMEE is on non-Windows server, make a backup copy of the file libHspEssbaseMainAPIErpi.so present in: <EPM_ORACLE_HOME>\products\FinancialDataQuality\lib\64-bit.

4.    Extract the 11.1.2.4.008 planning patch zip file, copy the file named HspEssbaseMainAPIErpi.dll (for Windows) or libHspEssbaseMainAPIErpi.so(for non-Windows) from 28103100\products\FinancialDataQuality\lib\64-bit, and paste it in: <EPM_ORACLE_HOME>\products\FinancialDataQuality\lib\64-bit.

5.    Restart the 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 11.1.2.4.008 planning patch zip file, copy the file named HspJSClient.jar from

28103100\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.

Steps if Financial Reporting Product reside on a server other than the Planning Server

Perform these steps on all servers that host Financial Reporting system product other than Planning.

1.    Stop all running EPM services.

2.    Make a backup copy of the files HspAdm.jar and hpadmcp.jar present in: <EPM_ORACLE_HOME>\common\ADM\Planning\11.1.2.0\lib and <EPM_ORACLE_HOME>\common\ADM-64\Planning\11.1.2.0\lib.

3.    Extract the 11.1.2.4.008 planning patch zip file, copy the file named HspAdm.jar and hpadmcp.jar from

28103100\files\common\ADM-64\Planning\11.1.2.0\lib, and paste it in: <EPM_ORACLE_HOME>\common\ADM-64\Planning\11.1.2.0\lib.

28103100\files\common\ADM\Planning\11.1.2.0\lib, and paste it in: <EPM_ORACLE_HOME>\common\ADM\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.    To roll back the patch, enter the following command on one line:

Windows:

opatch.bat rollback -id 28103100 -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 rollback -id 28103100 -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.

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

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

7.    Revert back the backup of files taken as part of post installation requirements.

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.

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