Oracle Hyperion Enterprise Performance Management System Installation and Configuration

Release 11.1.2.0.00

Readme
Purpose ................................................................................................................................. 1 New Features ........................................................................................................................ 1 General Installation Information ........................................................................................... 3 Translation Support............................................................................................................... 5 Known Issues........................................................................................................................ 5 Accessibility Considerations ................................................................................................ 20 Documentation Updates ...................................................................................................... 21 Defects Fixed in this Release ............................................................................................... 22

Purpose
This document includes important, late-breaking installation and configuration information about this release of Oracle Hyperion Enterprise Performance Management System products. Note: See the individual product Readmes for other late-breaking product information. Review this information thoroughly before installing. It is our goal to make Oracle products, services, and supporting documentation accessible to the disabled community. Oracle Hyperion Enterprise Performance Management System supports accessibility features, which are described in Appendix H of the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. This readme file is accessible in this release in HTML format. Top of Document

New Features
EPM System Installer now installs these items: o o WebLogic Server (replaces Apache Tomcat as the embedded Java container) Oracle HTTP Server (replaces Apache Web server as the embedded Web server)

See the Certification Matrix: http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html for the versions installed and for a list of other supported application servers and Web servers. For more information, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. pg. 1

Most EPM System products have adopted Oracle Diagnostic Logging (ODL) as the logging mechanism. The ODL framework provides uniform support for managing log files, including log file rotation, maximum log file size, and the maximum log directory size. For more information, see the Using EPM System Logs chapter of the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide. Oracle Configuration Manager (OCM) integrates with My Oracle Support and provides configuration information for Oracle software. It assists in the troubleshooting, maintenance, and diagnostics of your EPM System deployment. For more information about Oracle Configuration Manager, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. This release allows the system administrator to reconfigure logical references to existing, deployed Web applications without redeploying them. With this release, many EPM System products support host names that resolve to IPv6 addresses. See the Oracle Hyperion Enterprise Performance Management System Certification Matrix. IPv4 support (both host name and IP address) remains unchanged from earlier releases. EPM supports the following types of SSL configuration: o o o o Full SSL Deployment (including data access) SSL Terminating at the Web Server SSL Accelerators (off-loading) Two-way SSL

For more information on the SSL configurations, see the Oracle Hyperion Enterprise Performance Management System Security Administration Guide. EPM System Configurator now requires the Shared Services admin password to be changed during system configuration. Once deployed, subsequent password changes are done through Shared Services. For more information, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. Essbase now supports active-passive failover without Oracle Clusterware. You can use EPM System Configurator to configure Essbase in an active-passive failover configuration with write-back capability. For more information, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide and the Oracle Hyperion Enterprise Performance Management System High Availability Guide. Microsoft Windows Installer (MSI) Client Installers are now provided for Essbase Excel Add-in and Disclosure Management. Essbase Server supports Oracle Process Manager and Notification Server (OPMN) Integration. For more information, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.

New Products
EPM System releases the following new products: Oracle Hyperion Financial Close Management-Helps companies define, execute, and report on the interdependent activities of a financial close period. It provides centralized monitoring of all close pg. 2

process tasks and provides a visible, automated, repeatable system of record for running close processes. Oracle Hyperion Disclosure Management-Allows you to assemble a reporting package for submission to a regulatory agency that includes financial statements, as well as supporting schedules and commentary which may exist in Excel, Word, or a Financial Reporting document. Top of Document

General Installation Information

This section includes important information about installing this release of EPM System products. See the remaining sections for product-specific installation information. This release is intended for new deployments only. Upgrading or migrating from previous EPM System releases is not supported. In addition, products from this release are not compatible with products and applications from previous releases. The manual deployment of Web applications is greatly simplified, using WebLogics Config Assistant. Instructions are now provided in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide; there is no longer a separate manual deployment guide. Relational Database as Native Directory-Replaces OpenLDAP as the central storage for native EPM System user accounts and provisioning information. Unlike previous releases, this release supports using only a relational database as Native Directory. Native Directory is created in the database that you configure as the Shared Services database while deploying EPM System components. For more information, see the Oracle Hyperion Enterprise Performance Management System Security Administration Guide. By default, for most products, EPM System Installer installs 32bit products on 32bit operating systems and 64bit products on 64bit operating systems for the Web and Services tiers.

EPM System Installer installs 32bit client products on all operating systems. For Essbase Server and Essbase Client, EPM System Installer installs both 32-bit and 64-bit components on a 64-bit operating system. EPM System Configurator configures only 64-bit components on 64-bit operating systems. For more information, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. If you are using Oracle database 10.2.0.4+, you must use Oracle database client 10.2.0.2.21+. The following products have their own installers: o o o Smart View for Office Essbase Excel Disclosure Management

See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. The EPM System directory structure has changed. The default directories are now Middleware Home and EPM Oracle Home: pg. 3

A Middleware home consists of the Oracle WebLogic Server home, and, optionally, one or more Oracle homes, including EPM Oracle home. A Middleware home can reside on a local file system or on a remote shared disk that is accessible through Network file system (NFS). The Middleware home location is defined during the first product installation on the computer. Subsequent installations on the computer use the previously defined location. The default installation directory is . The Middleware home location is referred to as throughout this document. o An Oracle home contains installed files necessary to host a specific product, and resides within the directory structure of the Middleware home. The EPM Oracle home contains files for EPM System products. Components of EPM System products are installed in the EPM Oracle home directory under the Middleware home. The default EPM Oracle home location is . In addition, common internal components used by the products are installed in EPM Oracle home. The EPM Oracle home location is defined in the system environment variable called EPM_ORACLE_HOME. The EPM Oracle home location is referred to as throughout this document. See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. o EPM Workspace provides a consistent and interactive thin-client environment for working with EPM content. EPM Workspace is the Web client for the following products: o Reporting and Analysis o Planning o Profitability and Cost Management o Financial Management o EPM Architect o Performance Scorecard o Calculation Manager In addition, Oracle Business Intelligence Publisher and Oracle BI EE can be configured to integrate with EPM Workspace. The new Foundation Services Web application consolidates to one JVM and includes these Web applications: Shared Services and EPM Workspace. The new Reporting and Analysis Framework consists of the Reporting and Analysis Framework Web Application and the following Reporting and Analysis Framework services: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. Global Service Manager (GSM) Local Service Manager (LSM) Service Broker Job Service Event Service Repository Service Usage Service Logging Service Session Manager Service Publisher Service Authentication Service Authorization Service Analytic Bridge Service Impact Management Services Search Services

The following SSL configurations are supported and are documented in the Oracle Hyperion Enterprise Performance Management System Security Administration Guide: o Full SSL Deployment (including data access) pg. 4

o o o

SSL Terminating at the Web Server SSL Accelerators (offloading) Two-way SSL

EPM System no longer installs or supports Oracle Internet Directory (OID) for use as Native Directory. EPM System no longer releases these items: o o Oracle Hyperion Smart Search Command Line Utility Hyperion Remote Access Module (HRAM)

Translation Support
This release supports non-English languages. The list of supported languages for all EPM System products is included in the Oracle Hyperion Enterprise Performance Management System Certification Matrix, posted at http://www.oracle.com/technology/products/bi/hyperion-supported-platforms.html.

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Known Issues
This release has the following noteworthy known issues.

General
Defect Number Known Issue

7230134 9454638

The Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide states that you can use an underscore during installation and configuration. However, using an underscore(_) in Shared Services Web application server machine name or in host names in EPM System Installer and EPM System Configurator is not supported. Using underscores in host names may cause errors when starting or connecting to services running on the improperly named hosts. The documentation will be updated to reflect this limitation. When you run EPM System Configurator for Planning and then Strategic Finance, the Planning options are displayed when you select Strategic Finance to configure. Workaround: Restart EPM System Configurator and proceed with the configuration. After you run EPM System Configurator successfully for several products, when you rerun EPM System Configurator again, the status check boxes of the configured parent products are still selected. Workaround: If parent products are selected for configuration and the subtasks pg. 5

9555777

9388673

Defect Number

Known Issue

are displayed as successfully configured, click Next: If you receive a popup message indicating no tasks to run, you may ignore the parent status and close the window. If EPM System Configurator proceeds, then you actually have incomplete hidden tasks to run; for example: Shared Services registration or an internal preconfiguration task. 9366584 EPM System Diagnostics, on some machines, exceeds the timeout of 10 minutes to check Financial Management services. A warning message is displayed. Workaround: Change the EPM System Diagnostics timeout to 15 minutes. When EPM System Configurator terminates abnormally before configuring EPM System products, EPM System Configurator displays the status as complete. Workaround: Re-run EPM System Configurator and select all the options. Windows (64-bit): EPM System Configurator copies the wrong WebLogic IIS plug-in on Windows (64-bit) operating system. Workaround: 1. Stop IIS from the IIS console or one of the these: -World Wide Web Publishing Service -HTTP SSL -IIS Admin Service 2. Copy from

9364854

9548316

to
3. Copy to all folders under For example: from

9213567, 9164542, 9502270

The WebLogic Server-provided IBM DB2 JAR file that is installed by EPM System Installer as part of WebLogic Server does not provide support for BLOB fields in IBM DB2 Release 9.7. Workaround: To get this required support with IBM DB2 Release 9.7, apply the latest WebLogic patches after you install EPM System products and before you configure them.

pg. 6

Defect Number

Known Issue

9487496

9402134

EPM System Configurator fails when the WebLogic domain is created outside EPM System Configurator and EPM System Configurator is running on the same machine as the WebLogic Admin Server machine for the domain. Workaround: If you are deploying to an existing WebLogic domain and the domain WebLogic Admin Server is running on the same machine, shut down the WebLogic Admin Server before configuring EPM System products. If a product (for example, SOA) requires the WebLogic Admin Server to be running, run the EPM System Configurator a second time. On the EPM System Installer summary window, clicking the Configure button does not start EPM System Configurator. Workaround: From the Start menu, select Programs, then Oracle EPM System, then Foundation Services, and then EPM System Configurator Repeating full installations on a system without proper cleanup between them can cause the system PATH to overflow (maximum length of 1024 characters), overriding the earliest entries in the variable. Workaround: After any uninstallation, remove unused entries from system PATH before the next installation. Otherwise, you may have to manually remove some unused entries from system PATH and restore other entries; for example: and When you run EPM System Configurator, the SSL listen ports are predefined for all deployed Web applications and then enabled. They should be in a disabled state because EPM System Configurator does not perform automatic SSL configuration. Workaround: Configure SSL separately. For instructions on SSL configuration, see the Oracle Hyperion Enterprise Performance Management System Security Administration Guide. When you run EPM System Configurator and configure Financial Management Web session timeout, you are directed to specify time in seconds. The time increment is then set in minutes, not seconds. Workaround: Set the session timeout in minutes. UNIX: When you run EPM System Configurator and leave the user name blank for the database, click Next, and then go back to reenter the user name, the Shared Services Registry tables are not created. Workaround: Exit EPM System Configurator before reentering the user name. When you run EPM System Installer, on the language selection dialog box, the default selection for the language is wrong. Workaround: Manually select the correct language. AIX: When you install EPM System as the first Oracle product on a machine, you must run , located in the extracted assembly folder as a root user to create the central inventory for Oracle products.

8294704, 9360524

9144638

8936515

9115765

8840399

9006776

pg. 7

Defect Number

Known Issue

9180347, 8841004

In a distributed environment, for an automatic or a manual deployment, the necessary files between the WebLogic Admin Server and the managed server do not synchronize. Workaround: Just after the configuration and before any server startup on the managed server box, copy from the WebLogic Admin Server machine (for example ) to the folder where is the domain defined for the deployment in the managed server home Note: If you already started the server, replace the encrypted values in of the managed server with an unencrypted user name and password and then restart the server. When you run EPM System Configurator and enable SSL listen port on the Common Settings window and deploy Shared Services, the HTTPS listen port does not populate the Shared Services server. Workaround: Use the ( on UNIX) utility to add values to the Shared Services node in the Shared Services Registry. For more information, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. When you run EPM System Configurator and choose the database configuration option, EPM System Configurator fails if the database name has double-byte characters. Workaround: Change the database name to non-double-byte characters. EPM System Configurator displays the wrong error message during SSL support for JDBC verification. Workaround: Restart EPM System Configurator.

8460851

9123899

8807229

8702291

In EPM System Configurator, the Web server task is listed when no Web applications or Web servers are installed. Workaround: Ignore the listing because you do not have to configure the Web server on the services tier. After a configured Shared Services database is deleted and then recreated, EPM System Configurator stops when you attempt to configure the new database. Workaround: Do not delete the database in the middle of configuration. If you have already deleted the database, stop and restart EPM System Configurator. When EPM System Installer installs files, the progress bar stalls at 99% for over a half hour. Workaround: EPM System Installer appears to freeze while copying over large amounts of help files. It will complete the task, but on some slow systems, it might take an hour. Know that if you cancel the installation, help files for EPM System Uninstaller may not be available. After the IIS listen port is changed, the Web server configuration task displays the default port. Workaround: Disregard the port displayed in the Web server configuration task. The listen port is changed correctly. pg. 8

8255440

8481513

8599271

Defect Number

Known Issue

7698703

If EPM System Configurator is running and you click Cancel, this error message is displayed: This action cannot be canceled. Workaround: Either shut down the command line window or open the Windows Task Manager and end the Java process. EPM System Configurator does not prompt for database information if the database is not running. Workaround: Verify that your database is running before you start EPM System Configurator. On non-Windows systems, when installing in console mode, you can select to install Windows-only components and proceed, but the components are not installed because they are not supported on non-Windows platforms. Windows (64-bit): The following error message is displayed during installation and configuration: The value for the attribute is not valid: progid. Workaround: You can ignore this error message, click OK, and continue. If there is not enough free disk space for an installation, EPM System Installer displays an error message, , at the bottom of the Summary window. Workaround: Ensure that there is twice as much space as the amount shown in Oracle Hyperion Enterprise Performance Management System Installation Start Here. 64-bit: When installing in console mode, when Typical mode is selected, the screen has both 32-bit and 64-bit versions of the components selected. Workaround: Select only one type (32-bit or 64-bit). When you use EPM System Configurator to reconfigure a database, the Advanced Options window is not displayed. Workaround: Use the Shared Services Registry editor to edit the database connection properties: 1. On a machine hosting the 11.1.x EPM System software, go to and run the following command: 2. Note the Component ID for the database connection you want to edit, and the component property names and values you want to update. 3. To update the component property, go to and run the following command: where is the component's ID you found when you viewed the component hierarchy, is the component property name you want to update, and is the new value for the component property.

8284282

8219145

8226337

6889688, 8291337

8399934, 7485611

8487819

pg. 9

Defect Number

Known Issue

9170259

When your run EPM System Configurator and choose the database configuration option, if the server name is incorrect, the Advanced Option window is not displayed. Workaround: Shut down EPM System Configurator. Restart EPM System Configurator, choose the database configuration option, and enter the correct server name. For all supported databases, EPM System Configurator does not correctly process the parameter on the Advanced Options window. Workaround: Enter the name (case-sensitive) as . Linux: When you configure products in console mode, all products are not selected by default. Workaround: Manually select all products needed for configuration. If a system is not completely cleared of files, performing an overinstall causes EPM System Configurator to not show database configuration panels for all products. Workaround: Uninstall and select the option to delete files and directories. Then, remove the file found in and install again.

7204985

6689418

7459916

7127257, 7188590

You must use native authentication with Microsoft SQL Server instead of Windows authentication. Both the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide and the Oracle Hyperion Enterprise Performance Management System Installation Start Here state to use Windows authentication.

Oracle HTTP Server

9284682 On Windows 2003 SP2 64-bit, EPM System Configurator fails to start Oracle HTTP Server (OHS). Startup fails because Oracle HTTP Server only supports Oracle database client Version 11. Workaround: If using Oracle database 10.2.0.4+, you must use Oracle database client 10.2.0.2.21+. EPM System Installer cannot install Oracle HTTP Server (OHS) on a machine having 1015 MB total physical memory. Workaround: Ensure that you have 1024 MB total physical memory. If WebLogic Server is installed outside of EPM System and folder is missing under Middleware Home (For example: Java Required Files (JRF) is not installed on the machine) the folder does not get installed with EPM System Installer. Workaround: Install Oracle HTTP Server on another system and copy the folder / over.

9023087

9439616

pg. 10

9480396

If EPM System Installer fails to install Oracle HTTP Server (OHS), the Oracle HTTP Server reinstall option is not available. Workaround: Review the Oracle HTTP Server and EPM System Installer log files to determine why Oracle HTTP Server failed to install. Note: A common reason for an incomplete Oracle HTTP Server installation or configuration is a missing prerequisite on the Oracle HTTP Server machine. See the Oracle HTTP Server Installation Prerequisites section in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. If you have already installed Oracle HTTP Server (OHS) in the same Middleware Home to which you are installing EPM System, EPM System Installer does not install Oracle HTTP Server, and does not lay down required static content files. Workaround: To get the required static content for all Web applications, after you run EPM System Installer: 1. Create a file (Windows: UNIX: directory; for example:
)

9499491, 9251326

, in the EPM System Configurator .

2. Copy the Windows or UNIX script from below for extracting the static files into the newly created BAT (SH) file. 3. In the script, locate the line substitute < EPM System Installer script. with the actual installation location of the

4. Run the script. The script puts the zipped static content for all Web applications in the same folder that is normally copied by EPM System Installer. 5. Run EPM System Configurator and select the Web server task. Windows Script for Extracting the Static Files. :

pg. 11

UNIX Script for Extracting the Static Files. :

pg. 12

Uninstalling
9446557 Windows: EPM System Installer may fail on Windows when you reinstall after uninstalling a previous EPM System installation. Workaround: After you uninstall, reboot the Windows machine before you reinstall to the same folder. The WebLogic Uninstaller does not launch from EPM System Uninstaller. Workaround: Manually run the WebLogic Uninstaller. EPM System Uninstaller does not stop WebLogic Node Manager processes. Workaround: Manually stop all WebLogic Node Manager processes. pg. 13

8926560 9068958

7376954

EPM System Configurator does not show the database configuration panel if the Shared Services Registry database is dropped. Workaround: Delete the file from and rerun EPM System Configurator. UNIX: EPM System Uninstaller leaves some files under the product installation location. Workaround: Perform an overinstall. When you uninstall an EPM System component, the EPM System Uninstaller also uninstalls the EPM System product. For example, uninstalling Interactive Reporting removes Financial Reporting and Web Analysis deployments and Financial Reporting services.

7489828 7492265

Translation Support
9319870 In Japanese, when you run EPM System Configurator and the Shared Services Registry database user name and password use double-byte characters (hieroglyphs), the Foundation Services Web server configuration fails. Workaround: Change the Shared Services Registry database user name and password to non double-byte characters. You must install and configure EPM System products in English. When you are using EPM products on a Turkish machine, set your Web browser language to Turkish (tr). See 9436054 in the Planning section. Linux-WebLogic-Turkish: When manually adding the LANG environment variable to with the WebLogic-Turkish combination, you must also add " " in where is the name of the application and the setting to start EPM System products. You might also install a generic installation on a WebLogic server, using Sun JDK in case the Turkish locale is used on Linux (Oracle or RedHat).

9436054 7678519, 8286979, 7812803 7812803

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Foundation Services
Shared Services
9526241 You cannot start Shared Services from Windows services. Workaround: Update the Windows registry: 1. In the Windows registry, locate the following key:

2. Under increase the add a new

, by one and with the value

3. Restart the Shared Services server from Windows services. 8205578 If you uninstall Shared Services, not all configuration tasks appear in EPM System Configurator. Workaround: Reinstall an existing EPM System product and restart EPM System Configurator. pg. 14

Performance Management Architect

9485496 The Performance Management Architect start menu, (Start, then Programs, then Oracle EPM System, then Foundation Services, and then Performance Management Architect) URL displays the following error message: . Workaround: Edit the start menu URL to use the Web server port instead of the application server port. When you run EPM System Configurator for Performance Management Architect database and interface data source configuration, if you are using an SQL Server named instance, you must specify a fixed port. When an existing interface table data source is edited, and you select to , the dialog box should indicate which tables will be deleted.

9446072

6571231

Smart View
9111267 In the Installing Smart View section of the Smart View Users Guide, step 6 should be changed from 6. Visual Explorer licensees only: To make Visual Explorer available to users, in the following location, rename to : to 6. Visual Explorer licenses only: To make Visual Explorer available to users, copy to the following location and rename it to : 9526875 Smart View Client does not connect to Shared Services provider URL. The connection validation time takes longer than the default Internet Explorer timeout. Workaround: Reset the Internet Explorer timeout: 1. Click Start and then Run. Type , and then click OK.

2. Locate and then click the following key in the Windows registry:

3. On the Edit menu, click New, and then click DWORD Value. 4. Type , and then click ENTER. 5. On the Edit menu, click Modify. 6. Type a timeout value (in milliseconds), and then click OK. For example, to set the timeout value to 2 minutes, type 120000. 7. Restart Internet Explorer. You may also need to restart Excel to update the new timeout setting. 9532385 Windows (64-bit): You must install Desktop Experience on Windows Server 2008 before EPM System Installer installs Smart View.

pg. 15

9355339

When running Smart View in a German locale, an error message is displayed , objekt Smart View Extension Activator Konnte nicht erstellt werden....". Workaround: Check that .NET is installed properly. Windows 2003: When you run EPM System Installer, Smart View fails to install MSXML6 module on Windows Server 2003 R2, and this causes Excel 2003 to fail when you try to open the Options dialog box. Workaround: Manually run . If you get an error that says Could not open in the Windows event viewer, Windows permissions are not properly set. Even if you are logged in as the Administrator for Windows XP or 2003, you do not have rights to modify Windows registry keys. Workaround: For suggestions on setting the permissions, see the IBM documentation: http://www01.ibm.com/support/docview.wss?rs=663&context=SSGSG7&uid= swg21164242&loc=en_US&cs=UTF-8&lang=en When an external drive is connected, EPM System Installer installs Smart View on the external drive with no option to install on the local C:\ drive and the last used date is not updated. Workaround: Disconnect the external drive while installing Smart View. If you install Smart View on a machine with no EPM System products installed, the Smart View installation fails to install properly. Workaround: Install Smart View again.

9195279

8926962

9360477

8225209, 8304976

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Essbase
Essbase Server 9504924 The shortcut to Visual Explorer is wrong. Workaround: Edit the following
Essbase Visual Explorer shortcut: Change it to . 9492623 On Linux or UNIX, when you start Essbase in OPMN mode, Essbase cannot connect to the Oracle BI Apps server using the Oracle BI Apps ODBC driver. Workaround: To integrate with Oracle BI Apps ODBC driver (10.1.3.4) on Linux or UNIX platforms: Start Essbase Server in non-OPMN mode, with the following script:

2. After you finish Essbase cube deployment, or data loads with Oracle BI Apps data source, restart Essbase in OPMN mode. Note: Do not start Essbase in non-OPMN mode unless you need to for this specific use case (Linux or UNIX using Oracle BI Apps ODBC driver).

pg. 16

9357107

On UNIX, OPMN management of Essbase and failover clustering is not supported if you are using Oracle BI EE as a data source for Essbase.

9215291

When you run EPM System Configurator and select the custom configuration option to configure Essbase on a cluster of the first server, the Essbase custom configuration task fails. Workaround: Run EPM System Configurator with the custom configuration task again. After you overinstall Essbase into the same directory, OPMN is not configured for starting Essbase. Workaround: Before overinstalling to the same directory ( ), delete or rename the Essbase directory. After you overinstall Essbase, the Essbase global application does not exist in Shared Services. Workaround: Use Administration Services to externalize native users from Essbase. You must edit the PATH environment variable and verify that the Essbase client path is before the Integration Services path. For example: should come before .

9460789

8595246

8226835

Administration Services
7461473 After you modify the Essbase Administration Services port, the menu command Assign Access Control is no longer displayed in Shared Services. Workaround: Log on to Essbase Administration Services Console, and use the command on the appropriate Enterprise View. Navigate to Essbase Servers, then HOSTNAME, and then the Applications item.

Integration Services
7253757 On Windows 2003 SP 1, after installation, EPM System Installer uses Windows services to start and stop the services for Integration Services. Sometimes after the services are stopped with the Windows services console, still runs. Workaround: Manually stop the and processes.

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Reporting and Analysis

General
9232850 starts both Reporting and Analysis Framework Web application and Reporting and Analysis Agent. The dependency to start both should be removed. Workaround: To start Reporting and Analysis Agent, run

To start both Reporting and Analysis Framework Web application and pg. 17

Reporting and Analysis Agent, run

9537050

To access Financial Management data sources on 64-bit Windows machines running the Financial Reporting Web application, you must prefix the entry to the Env2, JVMOption13, and JVMOption17 entries in the Windows registry under the following key:

Update the location as needed if your .

is not in

Financial Reporting
9446414 You cannot start a cloned instance of Financial Reporting Web application. Workaround: After you clone a managed server in WebLogic Admin Console and before you start the cloned server: 1. Open the following file and add the new managed server name to the EPM_SERVERS list: is the domain defined for the deployment in the managed server home 2. Copy the , , , and scripts for the cloned server, rename the scripts, and then update them properly to add the new managed server name. For example, if you cloned the Financial Reporting managed server to a new managed server name; for example: , you would rename the following files under folder, where : ]-For automatic deployment; For manual deployment; For the startup file For the shutdown file 3. You can now start and stop the cloned server from the WebLogic Admin Console.

Production Reporting
9320142 7165746 Production Reporting does not run on AIX 6.1 32-bit. Workaround: To run Production Reporting on AIX, you must change to 64-bit. Instead of using the Shared Services Registry to store URLs, the Production Reporting portlet uses when you deploy the Reporting and Analysis Framework Web application. Workaround: Update the following portlet values in the EPM Workspace Web application : -The EPM Workspace Web server machine host name. -The EPM Workspace Web server machine listen port. The default value is 19000.

pg. 18

Dashboard Development Services

7117352 After Dashboard Development Services is installed on Windows Vista, the folders under the EPM Oracle home directory are read-only. Workaround: Add the domain user or group to the EPM Oracle home folder security, and assign the user write permissions.

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Financial Performance Management Applications

Planning
9436054 If you are using Turkish, before initializing Capital Asset Planning, Workforce Planning, or Public Sector Planning and Budgeting, you must set your Web browser language to Turkish (tr). If you do not, English, not Turkish, members are populated during initialization.

Financial Management
9539535 In a clustered environment, after you run EPM System Configurator, Financial Management Web services do not start. Workaround: Manually point the three Java Message Service (JMS) structures (module, server, and file store) to the same managed server or cluster as Financial Management Web Services. When you run EPM System Configurator and add a second Financial Management cluster, the Register Application Servers/Cluster task fails. Workaround: Run Financial Management Configuration Utility for cluster definition. EPM System Configurator fails when you install Financial Management Web services on a machine separate from Microsoft .NET Framework. Workaround: Install Financial Management Web services and the .NET Framework application on the same machine. After you run EPM System Configurator to configure Financial Management, you cannot connect from Smart View to Financial Management. Workaround: 1. Re-run EPM System Configurator. 2. Select the Configure Financial Management Web Server task. 3. On the Web server task window, select Configure IIS to Enable Smart View Provider. 4. Fill in the Enable Smart View Provider window. After EPM System Installer installs Financial Management on a 32-bit or 64-bit machine, the email alerts from Financial Management do not work because EPM System Installer did not register Microsoft .NET Framework . Workaround: Register locate and run the correct register command on your system: 32-bit:

9556032

9536760

9534044

9509373

64-bit:

pg. 19

8618318

The Web server configuration does not recognize a lowercase (for example: hfmofficeprovider123 or hfm123) name in the Financial Management Web server Web directory registry. Workaround: When you configure Financial Management with EPM System Configurator, on the Configure Web Server window, for the Virtual Directory Name, use only the default name even though EPM System Configurator lets you change the value. If you enter a different name, EPM Workspace will not recognize it. Microsoft Windows 2003 SP2: In some Windows 2003 SP2 installations, clients may experience Access Denied issues while connecting from Financial Management or Financial Reporting. The client machine event log displays a General access denied error message. Workaround: Add the following value to the Windows registry if it does not already exist: 1. In the Registry Editor, under new value with the name and click Modify. . , add a

8560293

2. Right-click 3. For the Value Data, enter 1, and click OK.

Note: This setting disables the bind-time negotiation and multiple-transfer syntax negotiation. 4. Exit the Windows Registry Editor and restart the computer. Top of Document

Financial Close Management

9506656 After EPM System Installer installs Financial Close Management, there is a missing template for Oracle JRF Web Service Asynchronous Services. Workaround: During deployment, select the following products: Oracle SOA Suite All common Oracle components including: Oracle Enterprise Manager Oracle WSM Policy Manager Oracle JRF Web Services Asynchronous services Oracle JRF For more information on required selections for Financial Close Management, see the Configuration Prerequisites section in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. When you run EPM System Configurator to reconfigure the Financial Close Management database, you cannot use the Drop and Create option. Workaround: Drop the database artifacts using the Database console or command line and reconfigure Financial Close management to a new database.

9527499, 9477699

Accessibility Considerations
It is our goal to make Oracle Products, Services, and related documentation accessible to the disabled community. Assistive technologies apply only to Windows operating systems and to Microsoft Internet Explorer. pg. 20

Top of Document

Documentation Updates
Accessing Hyperion Product Documentation
The most recent version of each Hyperion product guide and online help is available for download from the Enterprise Performance Management System Documentation Library on the Oracle Technology Network (OTN) Web site: http://www.oracle.com/technology/documentation/epm.html Deployment-related documentation is available on both Oracle Technology Network (OTN) and the Oracle E-Delivery Web site: http://edelivery.oracle.com/EPD/WelcomePage/get_form Information about system requirements for EPM System products is available in a spreadsheet format in the Oracle Hyperion Enterprise Performance Management System Certification Matrix. System requirements are no longer part of the Oracle Hyperion Enterprise Performance Management System Installation Start Here. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on OTN (listed in the Oracle Business Intelligence product area): http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html

Documentation Updates
The included in the is content now

8687917-The Oracle Hyperion Enterprise Performance Management System Backup and Recovery Guide has

corrected the path for the font directory. The corrected path is

Copying and Pasting Code Snippets from PDFs

When you cut and paste code snippets from a PDF file, some characters can be lost during the paste operation, making the code snippet invalid. Workaround: Cut and paste from the HTML version of the document.

Top of Document

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Defects Fixed in this Release

Defect Number No Defect Number Defects Fixed in this Release Based on this Microsoft support link, http://support.microsoft.com/kb/899148, the issue is fixed in 2003 SP2. Windows 2003 SP1: You may receive an "Access Denied" message while connecting from Financial Management Win32 or Financial Management Web. The client machine event log shows: DCOM got error General access denied error from the computer , when attempting to activate the server. Microsoft has provided the following workaround to resolve a code issue with its RPC layer by disabling bind time negotiation for security context multiplexing. Planning: To avoid performance issues during installation, turn off any screen savers that are running on your Planning servers. The script does not display when Shared Services User Interface is deployed to WebLogic on Solaris. After you install, configure, and start Financial Reporting Studio, you get the error message, You are not authorized to use this functionality. Contact your administrator. The path is now correct in the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Troubleshooting Guide. is missing from the PATH variable. Solaris (64-bit): Silent configuration may return an error if the variable is set incorrectly. EPM System Configurator does not configure Shared Services against Oracle 10G RAC. You cannot change the Shared Services database directly in EPM System Configurator. For Oracle databases, you cannot define an index tablespace for the Shared Services Registry database. If this is required for your deployment, manually edit the Oracle database scripts for Shared Services supplied with the Shared Services installation in . German: After all EPM System products are installed, only Financial Data Quality Management is added to the Start menu. Workaround: Use the start scripts in . Performance Management Architect requires Microsoft .NET Framework, specifically 2.0.50727. EPM System Installer checks to see if .NET version 2.0.x is on the system. If .NET 2.0.x is found, where x = any maintenance release, then EPM System Installer leaves .NET as is and Performance Management Architect installation fails. If .NET is not detected, then EPM System Installer adds version 2.0.50727. On a Solaris platform, application migration may fail, and the error message File not found is displayed in the Planning pg. 22

No Defect Number 6587858

6588404

6591682 6640727 6844519 7138268 7151093

7335453

7359973

7366501

Defect Number

Defects Fixed in this Release logs.

7390473 7391340

On Windows, EPM System Uninstaller stops services but does not delete them. After you configure a set of applications on Oracle Application Server with Oracle HTTP Server 1.3, and configure the Workspace Web server to use Oracle HTTP Server version 2, you must redeploy each of the applications. EPM System Uninstaller does not stop the Essbase Studio server. When you uninstall EPM Workspace, the Windows service for the agent component is removed. However, a subsequent reinstall and configuration does not re-add the agent component. On UNIX, launches Mozilla with . shows in its address. in the console and

7420003 7427010

7447720 7462096

If Shared Services deployment to WebLogic fails, modify and append JAVA_OPTIONS variable with option.

7490615 7565671 7624268 7709447

After Shared Services is installed, two applications and two Essbase Studio servers are displayed on the same system. When you customize the port for IIS, the EPM System Diagnostics report for Strategic Finance Web service can be a false report. When you start Web Analysis with other products, Web Analysis does not start. EPM System Installer does not determine the state of the Smart View for Office installation correctly. If you have trouble starting Smart View, look at for more information. When EPM System Configurator configures Financial Management, the application cluster fails. If EPM System Configurator configures one database type, you cannot use EPM System Configurator to configure a different database type. The Shared Services Registry still points to the first database. Installation of 11.1.1.1 is unstable when the files are on a shared network drive. Need to provide an EPM System silent installation for Essbase Excel Add-in. There are Java differences that cause Financial Reporting to error in Internet Explorer 8. You cannot to register a server or cluster when using the encrypted .

8215018 8226957

8302662 8343351 8361078 8397507 8449376 8508873

EPM System Diagnostics incorrectly reports the status of Shared Services Web application. When you install System 9.3.1 on two servers and attempt to replicate all services, including the repository, DAS, and Reporting and Analysis, you pg. 23

Defect Number

Defects Fixed in this Release encounter problems when you attempt to replicate both the Service Broker and DAS services on the second server.

8509441 8516033 8519311

EPM System Diagnostics report "failed" after changing the admin password in Shared Services. When you deploy to Oracle Application Server, EPM System Configurator displays the path to Apache instead of Oracle Application Server. When you run EPM System Configurator to configure a database and the "force encryption" option for network traffic is enabled on the database server, EPM System cannot connect to SQL Server 2005 database. When Financial Reporting is manually deployed, there are no manual CLASSPATH edits required for this release. Financial Reporting uses to set the CLASSPATH. You cannot apply patch 7711140 (for OPatch) if the host name of the machine contains uppercase letters. After you overinstall Shared Services, Administration Services and Essbase Studio are listed twice in the Shared Services Console. When you run Essbase Client in Japanese, the icons in the Start menu are not displayed. In Russian, when EPM System Installer encounters as a translation character set, EPM System Installer reverts to English messages. Extended ASCII characters and multibyte characters are not supported in the Database user name for Oracle database. Web application entries are missing from the Windows registry. EPM System Diagnostics does not check the startup of Web applications and does not enforce some key dependencies. In Japanese, after you configure Essbase, you may get an Essbase Agent task processor error message in . With WebLogic, when you run EPM System Configurator and configure all the products at the same time, Provider Services fails to deploy. EPM System needs to support JRE 1.6.13 or greater. When you overinstall all products except Shared Services, in Shared Services, registration for Essbase Studio fails. In a distributed environment, when EPM System Core Services and Financial Reporting server services are installed on separate machines, when you logon from Hyperion Reports Studio to a Financial Reports server, a license server error message is returned and the logon fails. Essbase does not externalize to Shared Services during configuration. The EPM System Configurator does not register more than one cluster. pg. 24

8571190

8575120 8599023 8612008 8612622 8613322 8635538 8638156 8666155 8677219 8693661 8704007 8704742

8807786 8883991

Defect Number 8889575 8946969

Defects Fixed in this Release Provide a 32bit Financial Reporting Client installer for a 64-bit operating system. In the Oracle Enterprise Performance Management Workspace, Fusion Edition Administrators Guide, the logger file has the wrong location path. More detail is needed regarding Provider Services manual deployment. Linux: Some Linux kernels direct the log to a command window and not to the . Essbase cannot register with Shared Services unless both products are on the same server. EPM System Configurator does not set up Oracle or Informix non-wire drivers. Essbase cannot start in the background due to an error in the script. When you run EPM System Configurator, the . file is created in the home directory of the user that installed the product. However, if EPM System Configurator is run with a different user, it cannot find . . . . contains information written by EPM System Installer and read by EPM System Configurator for information needed on what was installed and the language selected.) When you install Essbase Integration Services, EPM System Installer does not create the directory. After installing Essbase 11.1.1.3.0 client, the file build the Perl module. is missing from . This file is needed to

9002574 9041203 9072414 9096150 9151558

9178816

9195028

9324504

9471284 8640772, 8560023 8629354, 8637320 8896228, 8669985 8766710, 8826066 9415564, 9347334 7377763, 7653696, 7359011

When you uninstall the Excel Spreadsheet add-in, the Start menu item points to the wrong shortcut. On the Product Options configuration panel in EPM System Configurator, the Configure Product Options status and Configuration status remain as Pending instead of changing to Configured, even after successful configuration. For ERP Integrators Start menu, folders, and error messages, instead of . is listed

EPM System Uninstaller does not clear information from the Shared Services Registry. It is not possible to setup Shared Services with an active-active failover. If you change the Native Directory user admin password and then run EPM System Diagnostics, the EPM System Diagnostics report shows several failures. If applications are deployed on WebLogic and started by EPM System Configurator, the computer freezes and needs a hardware reboot.

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Defect Number 8780713, 9170833, 8411629

Defects Fixed in this Release Essbase Client should have a standalone installer outside EPM System Installer.

Copyright 2010, Oracle and / or its affiliates. All rights reserved. http://www.oracle.com

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