ORACLE HYPERION PLANNING

Release 11.1.2.3.000

Readme

CONTENTS IN BRIEF

Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

New Features in this Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Installation Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Supported Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Supported Languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Supported Paths to this Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Migration and Application Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Defects Fixed in this Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Known Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Documentation Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Documentation Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Accessibility Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

PurposeThis document includes important, late-breaking information about this release of OracleHyperion Planning. Review this Readme thoroughly before installing Oracle EnterprisePerformance Management System.

New Features in this ReleaseSee the Oracle Hyperion Planning New Features. For new features relating to installation,architecture, and deployment changes in this release, see New Features in this Release in theOracle Enterprise Performance Management System Readme.

Installation InformationLate-breaking information about the installation of EPM System products is provided in theOracle Enterprise Performance Management System Installation and Configuration Readme.Review this information thoroughly before installing EPM System products.

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

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

Supported LanguagesInformation about supported languages for EPM System products is available in a spreadsheetformat on the Translation Support tab in the Oracle Enterprise Performance Management SystemCertification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported SystemConfigurations page on OTN:

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

Supported Paths to this ReleaseYou can upgrade to EPM System Release 11.1.2.3 from the following releases:

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Note: For upgrading instructions, see the Oracle Enterprise Performance Management SystemInstallation and Configuration Guide, Upgrading EPM System Products.

Table 1 Supported Paths to this Release

Release Upgrade Path To Release 11.1.2.3

11.1.2.x Apply the maintenance release to Release 11.1.2.3.

For Oracle Hyperion Financial Close Management, applying the maintenancerelease is supported only from Release 11.1.2.1 and 11.1.2.2.

11.1.1.4.x Upgrade to Release 11.1.2.3.

Release 11.1.1.0.x to 11.1.1.3.x Apply the maintenance release to Release 11.1.1.4 and then upgrade to Release11.1.2.3.

Release 9.3.3.x Upgrade to Release 11.1.2.2 and then apply the maintenance release to Release11.1.2.3.

An environment that includes multiple releases,which can include an environment with one instanceof Oracle Hyperion Shared Services or an environmentwith two instances of Shared Services

See "Upgrading from an Environment with Multiple Releases" in the "UpgradingEPM System Products" chapter in the Oracle Enterprise Performance ManagementSystem Installation and Configuration Guide.

Note: If you are starting from Release 9.2.0.3+, 9.3.0.x, 9.3.1.x (except Oracle Essbase 9.3.1.4.1,9.3.1.5, 9.3.1.6, and 9.3.1.7), or 11.1.1.x, Oracle recommends that you first upgrade toRelease 11.1.1.3, apply the maintenance release to Release 11.1.1.4, and then upgrade toRelease 11.1.2.3. If you are starting from an earlier release, upgrade to the highest levelrelease that is directly supported.

Security Synchronization between Essbase and Shared Services was removed in Essbase Release9.3, starting with Release 9.3.1.4.1. Essbase and Oracle Hyperion Shared Services Release 11.1.1.3,however, still synchronize security information. For this reason, if you are using Essbase Release9.3.1.4.1, 9.3.1.5, 9.3.1.6, or 9.3.1.7, you must first upgrade all products to Release 9.3.3, thenupgrade to Release 11.1.2.2, and then apply the maintenance release to Release 11.1.2.3.

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Migration and Application Updates

Subtopics

l Migrating Business Rules to Calculation Manager Rules

l Upgrading Public Sector Planning and Budgeting 11.1.2.x Applications

l Upgrading Project Financial Planning Release 11.1.2.2.30x Applications

l Upgrading Predictive Planning Release 11.1.2.2.000 Applications

Migrating Business Rules to Calculation Manager RulesBecause Oracle Hyperion Business Rules is no longer available, if you are applying themaintenance release or upgrading to Release 11.1.2.3, and if you have been using Business Rulesin an earlier release, you must migrate to Oracle Hyperion Calculation Manager rules in Release11.1.2.3. See Business Rules Maintenance Release and Upgrade Installation Prerequisites inthe Oracle Enterprise Performance Management System Installation and Configuration Guide forprerequisites you must complete before you install and configure in order to successfully migratebusiness rules to Calculation Manager rules.

Upgrading Public Sector Planning and Budgeting 11.1.2.xApplications

Subtopics

l Before You Begin

l Performing the Migration

Before You Begin

Subtopics

l Requirements

l About Migrating Artifacts and Data

l Options and Considerations

To upgrade from 11.1.2.1, you must first upgrade to 11.1.2.2 as described in the Oracle EnterprisePerformance Management System Installation and Configuration Guide, and then perform thebusiness artifact update tasks provided in the Planning 11.1.2.2 Readme.

Before upgrading a 11.1.2.x (11.1.2.1 or 11.1.2.2.x) application to this release, perform thesesteps:

l Read the following sections to familiarize yourself with the process beforehand.

l Create a test environment that is identical to your existing production environment.

l Perform the upgrade steps on your test environment first. Once you confirm that everythingis working as expected on the test environment, then repeat the steps on your production

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environment. Some steps may not be required based on the release of your existingapplication.

l If you customized your applications by modifying predefined rules, make a backup copy ofyour changes to which you can revert if necessary.

l New features such as decision packages and PeopleSoft commitment control integrationfunctionality are enabled only during application creation. If your application was createdearlier than release 11.1.2.2, these features will not be enabled during upgrade. You will needto create a new application and import your existing content and modifications to takeadvantage of the new features.

Requirements

Before running the Upgrade Wizard during installation, perform these tasks:

Note: Perform these steps on your test environment first. Once you confirm that everything isworking as expected on the test environment, then repeat the steps on your productionenvironment. Some steps may not be required based on the release of your existingapplication.

1. Ensure that you can log on to the Oracle Hyperion Shared Services Console using an accountenabled for Oracle Hyperion Enterprise Performance Management System LifecycleManagement tasks.

2. Ensure that you can log on to Oracle Hyperion Enterprise Performance ManagementWorkspace as a Oracle Hyperion Financial Reporting administrator.

3. Upgrade Planning to Release 11.1.2.3 as described in the Oracle Enterprise PerformanceManagement System Installation and Configuration Guide and Managing Upgrades in theOracle Hyperion Planning Administrator's Guide.

4. Update references to rehosted data sources (relational databases and Essbase servers). SeeManaging Upgrades in the Oracle Hyperion Planning Administrator's Guide.

5. After installing the 11.1.2.3 release, create a 11.1.2.3 Oracle Hyperion Public Sector Planningand Budgeting application as follows so that the application is identical to the 11.1.2.2. testapplication:

Note: In the following steps, Application A refers to your existing 11.1.2.2 application andApplication B refers to the application you create after applying the 11.1.2.3 release.When creating Application B, perform these steps so that Application B is identicalto Application A.

l If you are migrating from 11.1.2.2 and your existing Application A is enabled forDecision Package and Commitment Control, use the same option when creatingApplication B.

l Use the same configuration option.

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l Use the same currency options.

l Use the same calendar definition (application start year and number of years, forexample).

Note: If your existing Application A uses Business Rules as the calculation module,migrate all applications from Business Rules to Calculation Manager as describedin the Oracle Enterprise Performance Management System Installation andConfiguration Guide. You must perform this step before continuing with theupdate.

6. Launch Planning11.1.2.3, open Application A, and then click Upgrade. This performs therequired schema upgrade.

About Migrating Artifacts and Data

The following is an overview of the tasks required to migrate data and artifacts from the testApplication B to Application A. Perform these tasks in the order listed here:

l Meet the requirements. See Requirements on page 5.

l Migrate your Smart List metadata. See Migrating Smart List Metadata on page 8

l If necessary, modify the dimension metadata in the existing Application A using Planningor Oracle Hyperion EPM Architect as described in Migrating Dimensional Metadata onpage 8.

Note: Performance Management Architect is not supported for decision packages.

l Migrate your artifacts and data. See Performing the Migration on page 8

l Migrate business rules using Calculation Manager. See Migrating Business Rules on page9

l Migrate substitution and user variables, forms, smart lists, menus, reports, and task listsusing Lifecycle Management in the Shared Services Console as described in the followingsections.

l Perform the post migration tasks. See Post Migrating Tasks on page 10.

l Verify the migrated data, and then use the same procedure to migrate the 11.1.2.2 productionenvironment.

Options and Considerations

Migrate your existing Public Sector Planning and Budgeting metadata and data based on yoursituation.

Note: Support for decision packages and PeopleSoft Financials Commitment Controlintroduced in 11.1.2.2 are available only for new applications; these features are notsupported for existing 11.1.2.1 applications.

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l If you want to acquire only the updated business logic in 11.1.2.3.000, do not want to updateforms, reports, or tasks in the application, and haven't customized your existing application,perform the tasks in these sections in this order:

m Migrating Smart List Metadata on page 8

m Migrating Dimensional Metadata on page 8

m Migrating Business Rules on page 9

l If you did not customize your existing application, and you want to acquire all newfunctionality, perform the tasks in these sections in this order:

m Migrating Smart List Metadata on page 8

m Migrating Dimensional Metadata on page 8

m Migrating Business Rules on page 9

m Migrating Forms, Menus, Reports, and Task Lists on page 10

l If you modified the dimensionality and artifacts in your existing application, and want toacquire all new functionality, perform the tasks in these sections in order:

m Create a copy of the artifacts that you modified using the "Save As" functionality. Thisensures that you have a copy of all artifacts. If you saved modified artifacts using a newname, they are not overwritten.

m Migrating Smart List Metadata on page 8

m Migrating Dimensional Metadata on page 8

m Migrating Business Rules on page 9

m Migrating Forms, Menus, Reports, and Task Lists on page 10

m Reinstate the artifacts that you copied to restore your changes.

Caution! If you want to keep the changes from the predefined application for artifactsthat were brought into the 11.1.2.2 test application, then skip this step forthose artifacts; alternately, you can merge your changes as you deemnecessary.

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Performing the Migration

Subtopics

l Migrating Smart List Metadata

l Migrating Dimensional Metadata

l Migrating Business Rules

l Migrating Forms, Menus, Reports, and Task Lists

l Post Migrating Tasks

Migrating Smart List Metadata

The following procedure applies to applications that use Planning application administration.If you use Performance Management Architect to manage applications, refer to the OracleEnterprise Performance Management System Lifecycle Management Guide to migrate Smart Lists,and then redeploy the application to Planning.

Note: Decision packages are not supported with Performance Management Architect.

To migrate smart list metadata

1. Log on to the Shared Services Console as an administrator.

2. Expand Application Groups, and then select Application B.

3. Select Application, then Global Artifacts, then Smart Lists.

4. Select Operation_Status and Allocation Options

5. Click Export, and then export the artifacts to the file system by specifying the appropriatefolder.

6. Import the Smart Lists data set to Application A.

Migrating Dimensional Metadata

If the application was not using Performance Management Architect, perform these tasks :

l Run PSBAppUpgradeUtility.bat , in which:

m Planning server

m Application

m Administrative user who created the Planning application

m Directory for the encrypted password file

m Directory and file in which to create the log file

m Directory in which to create the error file

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Note: After running PSBAppUpgradeUtility.bat, ensure that Baseline RevisionRequest and Current Service level are the immediate child members under theTotal Request member in the request dimension. If not, move these two membersso they are the first children under Total Request.

If the application was created using Performance Management Architect, perform these tasks

Note: Decision packages are not supported with Performance Management Architect.

1. In Performance Management Architect, open the Dimension Editor.

2. Create or copy Allocation Options and Operation Status.

3. In the Budget Item dimension, add a member called Percentage Allocation Assignments.

4. Move the existing members under Allocation Assignments (1st Allocation, 2nd Allocationetc.) under Percentage Allocation Assignment

5. Create a member called Flat Allocation Assignments, and make it a sibling with PercentageAllocation Assignments.

6. Add 25 members to support your flat allocations, below Flat Allocation Assignments.

7. In the Account dimension, add a Dynamic Calc Member called Union under ElementProperties.

8. Copy the formula used by the same dynamic calc member in Application B, and use it asthe formula for the new member you created. If you use the Position and Employee budgetdetail or the Position Budget Detail, add a dynamic calc member called Job Code and makethe formula used by this member in Application B the member formula.

9. Add a Dynamic Calc Member called Location under Element Properties and copy the formulaused by this member in Application B.

10. Add these members to Allocation Information:

l Allocated Flat Amount,

l Allocated Benefits

l Allocated Taxes

l Allocated Taxable Benefits

11. Change the smart list dimension associated to the Follow Salary Allocation member to theAllocation Options member.

12. Add a UDA called HSP_NOLINK to the Revision Amount member.

Migrating Business Rules

To migrate business rules:

1. Make and maintain a copy of business rules that you may have modified, such as those usedin General Ledger allocations.

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2. Log on to EPM Workspace, select Administer, and then select Calculation Manager.

3. Expand Planning, select the Application A test application, and then right-click.

4. Select Load Predefined Rules.

5. Right-click Application A again, and then select Deploy.

Migrating Forms, Menus, Reports, and Task Lists

1. Satisfy the requirements. See Requirements on page 5

2. Migrate composite forms, menus, task lists, forms, data load settings, and user variablesfrom Application B to Application A as follows:

l Log on to the Shared Services Console Shared Services Console as an administrator.

l Expand Application Groups, and then select Application B.

l Expand Configuration, and then select Data Load Settings and User Variables.

l Select Application, then Global Artifacts, then Substitution Variables

l Expand Global Artifacts, and then select:

m Composite forms

m Custom menus

m Task Lists

3. Expand Plan Type, expand HCP, and then select Data Forms.

4. Select Export, and then export the artifacts to the file system by specifying the appropriatefolder.

5. Import the exported application data set into the Application A.

6. Export the reports from Application B as follows:

l Log on to EPM Workspace as a Financial Reporting administrator.

l Click Explore and navigate to Application B.

l Select Human Capital Planning, then select File, and then select Export.

l Export all the reports into a .zip file, overwriting the existing reports.

7. After importing all reports, select Tools, then Change Database Connection, select the reports,click OK, and then select the new database connection.

Post Migrating Tasks

After migration, perform these tasks:

1. Log on to the Public Sector Planning and Budgeting Application A to confirm that themigrated task lists, forms, and custom menus display.

2. Select Administration, then Application, and then Refresh Database.

3. Select Database, select Update custom-defined functions, and then click Refresh.

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4. Select Administration, then Manage, then Variables and then select Substitution Variables.

5. Set values as appropriate to your budget period in Compensation_Budget_Start_Year andCompensation_Budget_End_Year.

6. To accommodate any data changes, perform these tasks:

l To recalculate compensation budgets, for every combination of scenario and versionwhere you have data, recalculate compensation budgets for Total Entity.

l For every combination of scenario and version where you have data, allocate modifiedcompensation expenses to General Ledger accounts for Total Entity, All Positions, andTotal Employees. Use the mapping reporting application functionality to push the newlyallocated data to the Line Budget cube.

7. Repeat this procedures to migrate metadata and data from the test environment to yourproduction environment.

Upgrading Project Financial Planning Release 11.1.2.2.30xApplications

Subtopics

l Before You Begin

l Performing the Migration

l Post Migration Tasks

Before You BeginBefore upgrading your existing 11.1.2.2.30x applications to this release:

l Read the upgrade sections which enable you to familiarize the process beforehand.

l Create a test environment that is identical to your existing production environment.

l Perform all the upgrade steps on a test environment first.

l Understand that some steps may not be required based on the release of your existingapplication.

l If you customized your applications by modifying predefined rules, member formula, andso on, make a backup copy of your changes to which you can revert if necessary.

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Performing the Migration

Subtopics

l Migrating Data and Artifacts

l Migrating Smart List Metadata

l Migrating Dimensional Metadata

l Migrating Business Rules

l Migrating Forms, Menus, Reports, and Task Lists

l Migrating Data

Migrating Data and Artifacts

Subtopics

l Prerequisites

l Options and Considerations

This section provides an overview of the tasks required to migrate the artifacts from an11.1.2.3.000 New Application to a 11.1.2.2 Test Application.

l Ensure you meet the requirements as described in Prerequisites on page 12.

l Migrate Smart Lists using Lifecycle Management in Shared Services Console as described inMigrating Smart List Metadata on page 14.

l Migrate dimensional metadata using Dimension Editor and Lifecycle Management inShared Services Console as described in Migrating Dimensional Metadata on page 14.

l Migrate business rules using Calculation Manager as described in Migrating BusinessRules on page 15.

l Migrate forms, menus, reports, and task lists using Lifecycle Management in Shared ServicesConsole as described in Migrating Forms, Menus, Reports, and Task Lists on page 16.

l Perform post migration tasks such as refreshing the application as described in PostMigration Tasks on page 18.

l Verify the migrated data, and then use the same procedure to migrate the 11.1.2.2 productionenvironment.

Prerequisites

Before running the Upgrade Wizard during installation, perform these tasks:1 Create a Release 11.1.2.2 test environment that is identical to your 11.1.2.2.30x production

environment.

l Ensure that you can log on to Shared Services Console using an account enablingLifecycle Management tasks.

l Ensure that you can log on to EPM Workspace as an Financial Reporting administrator.

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2 On the 11.1.2.2 test environment you created in step 1, upgrade Planning to Release 11.1.2.3 asdescribed in the Oracle Enterprise Performance Management System Installation and ConfigurationGuide and in the Managing Upgrades section in the Oracle Hyperion Planning Administrator'sGuide.

3 Update references to rehosted data sources (relational databases and Essbase servers). See "ManagingUpgrades" in the Oracle Hyperion Planning Administrator's Guide.

4 On the upgraded environment, create a Release 11.1.2.3 Oracle Project Financial Planning application.Copy the 11.1.2.3 artifacts from the newly created 11.1.2.3 application to the existing 11.1.2.2.30xapplication. When creating the 11.1.2.3.000 New Application, perform these steps so that it is identicalto 11.1.2.2 Test Application, as follows:

l Use the same currency options

l Have the same calendar definition (application start year and number of years, forexample)

5 Launch Planning Release 11.1.2.3, open the 11.1.2.2 Test Application, and then click Upgrade. Thisstep performs the required schema upgrade to make the application valid for Release 11.1.2.3.

Options and Considerations

Migrate your existing release Project Financial Planning metadata and data based on yoursituation:

l Situation 1: Updating Only the Business Logic to an Uncustomized Application

If you want to update the business logic and do not want to update forms, reports, or tasksin the application, and you have not customized your 11.1.2.2.30x application, performthese tasks in the following order:

1. Migrating Smart List Metadata on page 14

2. Migrating Dimensional Metadata on page 14

3. Migrating Business Rules on page 15

4. Migrating Data on page 17

l Situation 2: Updating All of the New Functionality to an Uncustomized Application

If you want all of the new functionality in Release 11.1.2.3, and you have not customizedyour 11.1.2.2.30x application, perform these tasks in the following order:

1. Migrating Smart List Metadata on page 14

2. Migrating Dimensional Metadata on page 14

3. Migrating Business Rules on page 15

4. Migrating Forms, Menus, Reports, and Task Lists on page 16

5. Migrating Data on page 17

l Situation 3: Updating All of the New Functionality to a Customized Application

You want all of the new functionality in Release 11.1.2.3. You have modified the 11.1.2.2.30xapplication's dimensionality and artifacts for a custom implementation. If you havemodified any artifact (for example, forms, reports, and business rules) and if you did not

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save them in the predefined Release 11.1.2.2 Test Application, then create a copy of theartifacts that you previously modified (for example, using Save As functionality). Thisensures that you have a copy of all artifacts. If you changed artifacts that you copied, theartifacts are not overwritten. Perform these tasks in the following order:

1. Migrating Smart List Metadata on page 14

2. Migrating Business Rules on page 15

3. Migrating Forms, Menus, Reports, and Task Lists on page 16

4. Migrating Data on page 17

5. Reinstate the artifacts that you copied to restore your changes.

Caution! If you want to keep the changes from the predefined application for artifacts thatwere brought into the 11.1.2.2 Test Application, then skip this step for thoseartifacts; alternately, you can merge your changes as you deem necessary.

Migrating Smart List Metadata

To migrate Smart List metadata:1 On the 11.1.2.3 test environment, log on to Shared Services Console as an administrator.

2 Expand Application Groups, and then select the new 11.1.2.3 application in the 11.1.2.3 testenvironment.

3 Select Application, then Global Artifacts, then Smart Lists, and then select the following Smart Lists:

l ApprovalCriteria

l MethodSpread

l SetTarget

l ShiftProjectDates

l TargetSpreadLogic

4 Click Export, and then export the artifacts to the file system by providing the folder name.

5 Import the exported 11.1.2.3 application's Smart Lists data set (that you exported in step 4) into the11.1.2.2 Test Application.

Migrating Dimensional Metadata

This procedure applies only to applications that use Planning application administration(formerly called Classic application administration).

To migrate dimensional metadata:1 Log in to the 11.1.2.2 Test Application. Go to the Dimension Editor.

2 Perform the following changes within the Account dimension:

l Rename Labor Expense - Non Billable to Labor Expense - Nonbillable

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l Rename Equipment Expense - Non Billable to Equipment Expense - Nonbillable

l Rename Subcontracts - Non Billable to Subcontracts - Nonbillable

l Rename Other Expenses - Non Billable to Other Expenses - Nonbillable

l Rename Asset Expenses - Non Billable to Allocated Asset Expenses - Nonbillable

l Rename Total Number of Employees to Total Labor Resources

3 Log on to Shared Services Console as an administrator.

4 Expand Application Groups, and then select a new 11.1.2.3 application.

5 Expand Configuration, and then select Data Load Settings and Substitution Variables.

6 Expand Global Artifacts, select Common Dimensions, and then select Standard Dimensions. Selectthe following dimensions:

l Account

l Project

l Version

l Scenario

7 Expand Plan Type, select Project, then select Standard Dimensions, and then select ProjectElement.

8 Click Export, and then export the artifacts to the file system by providing the folder name.

9 Import the exported 11.1.2.3 application data set (that you exported in step 8) into the 11.1.2.2 TestApplication.

10 In the Job dimension, add the member Unspecified Job directly under Total Jobs with the followingproperties:

l Data Storage: Store

l Aggregation: Set this as Addition for Wrkforce plan type

l Data Type: Unspecified

11 In the Employee dimension, move the member Unspecified Employee directly under Total Employees,with the following properties:

l Data Storage: Store

l Aggregation: Set this as Addition for Wrkforce plan type

l Data Type: Unspecified

12 In the Year dimension in the 11.1.2.2 Test Application, replace the member formula for the All Yearsmember from 11.1.2.3 Application.

13 Refresh the cube.

Migrating Business Rules

To migrate business rules:1 Log on to EPM Workspace.

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2 Select Administer, and then Calculation Manager.

3 Expand Planning.

4 From the list of applications, select the 11.1.2.2 Test Application.

5 Make and maintain a copy of business rules that you may have modified.

6 Right-click the 11.1.2.2 Test Application, and then click Load Predefined Rules.

7 Right-click the 11.1.2.2 Test Application again, and then click Deploy.

Migrating Forms, Menus, Reports, and Task Lists

To migrate forms, menus, reports, and task lists:1 Satisfy the requirements.

2 Migrate composite forms, menus, task lists, forms, data load settings, and user variables from the11.1.2.3 application to the 11.1.2.2 Test Application:

a. Log on to Oracle Hyperion Shared Services Console as an administrator.

b. Expand Application Groups, and then select the new 11.1.2.3 application.

c. Expand Configuration, and then select Data Load Settings and Substitution Variables.

d. Expand Global Artifacts, and then select:

l Composite forms

l Custom menus

l Task lists

e. Expand Plan Type, then expand Project, and then select Data Forms; expand Capex andselect Data Forms; expand Workforce and select Data Forms.

f. Click Export, and then export the artifacts to the file system by providing the folder name.

g. Import the exported 11.1.2.3 application data set (that you exported in the previousstep) into the 11.1.2.2 Test Application.

3 Export the reports from 11.1.2.3 application:

a. Log on to EPM Workspace as a Financial Reporting administrator.

b. Click Explore.

c. Navigate to the 11.1.2.3 application.

d. Select Project Planning.

e. Select File, and then select Export.

f. Export all the reports into a .zip file.

4 Import the reports into the 11.1.2.2 Test Application:

a. Log on to EPM Workspace as a Financial Reporting administrator.

b. Under the 11.1.2.2 application folder, select the Project Planning folder.

c. To preserve reports you changed, rename the reports.

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d. Select File, then Import, and then select Financial Reporting Documents.

e. Import the reports you exported to a .zip file, overwriting the existing reports.

f. To map the imported reports to the 11.1.2.2 Test Application data source, select Tools,then Change Database Connection, and then select the reports, then click OK, and thenselect the new database connection name.

g. Ensure that the data source for the reports Project Labor Expense and ProjectCapitalized Labor Expense point to the Workforce cube of the 11.1.2.2 TestApplication.

h. Ensure that the data source for the report Project Equipment Expense points to theCapex cube of the 11.1.2.2 Test Application.

i. Ensure that the data source for all other reports points to the Project cube.

Migrating Data

To migrate data:1 Login to 11.1.2.2 Test Application.

2 Navigate to Administration, select Manage, and then select Copy Data.

3 In the Copy Data screen under the Static Dimensions grid, select the required parameters as specifiedin the following table:

Table 2 Copy Data Static Dimensions Parameters

Dimension Members

Entity ILvl0Descendants(Entity)

Scenario ILvl0Descendants(Scenario)

Version ILvl0Descendants(Working)

Project ILvl0Descendants(Project)

Year ILvl0Descendants(Year)

Currency Local

Period ILvl0Descendants(Period)

Project Element ILvl0Descendants(Project Element)

4 Under the Dimensions with Source and Destination grid, select the required parameters as specifiedin the following table:

Table 3 Copy Data Dimensions with Source and Destination Parameters

Dimension Source Destination

Account Percentage Completion % Complete

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Post Migration Tasks

After migrating data, perform these tasks:1 Log on to the Project Financial Planning 11.1.2.2 Test Application to confirm that the migrated task

lists, forms, and custom menus display.

2 Select Administration, then Application, and then Refresh Database.

3 Select Database, then select Update custom-defined functions, and then click Refresh.

4 Select Administration, then Manage, then select Variables, and then select the SubstitutionVariables tab. Set the substitution variable values as per your requirements.

5 Repeat the preceding procedures to migrate metadata and data from the test environment to production.

Upgrading Predictive Planning Release 11.1.2.2.000ApplicationsPredictive Planning 11.1.2.3.000 form level preferences are not backward compatible withpreferences created in Predictive Planning version 11.1.2.2.000. This is due to a change in theformat used for storing the preferences. This issue only occurs for Planning forms that have beenset up for Predictive Planning on Planning 11.1.2.2. When the server is migrated to a later version(11.1.2.3), any Predictive Planning stored preferences will not be readable in the new versionand all form preferences will need to be reentered. It is possible that Oracle Hyperion SmartView for Office will issue error dialogs when a form that had Predictive Planning 11.2.2.2 datais opened in 11.1.2.3. These errors can be ignored.

To work around this issue, you must reconfigure the Predictive Planning application default fornew forms as well as individual preferences for each form after a migration. This can be doneby first setting the application default preferences. All forms will have the factory defaults aftera migration so you can either set the application defaults to the factory settings or change somesettings and then apply Excel, then Predict, then Set Up Data Form, and then Set Default. Thenre-enter the preferences for each form that had non-default settings by opening the form andrunning Excel, then Predict, and then Set Up Data Form.

PrerequisitesPlanning 11.1.2.3 requires the following patch applied before running Planning: OracleApplication Development Framework (ADF): 16709748.

You can find patch 16709748 on the My Oracle Support site at http://support.oracle.com (username and password required).

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Defects Fixed in this Release

Subtopics

l Planning

l Project Financial Planning

l Public Sector Planning and Budgeting

l Smart View

l Lifecycle Management

This section includes defects fixed in Release 11.1.2.3.000. To review the list of defects fixedbetween earlier releases, use the Defects Fixed Finder. This tool enables you to identify theproducts you own and your current implementation release. With a single click, the tool quicklyproduces a customized report of fixed-defect descriptions with their associated platforms andpatch numbers. This tool is available here:

https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=1292603.1

Planningl 16037122 -- You cannot validate Planning scripts in Calculation Manager if the scripts refer

to the HSP_Rates dimension. If you use the Insert Member option in the script editor to tryto select HSP_Rates, you receive this error if you expand the dimension: "There is anerror processing the response.[objectcom.hyperion.bpm.web.common.Response"

l 15942099 -- Business rules attached to composite forms that should run when the forms aresaved, do not save if the forms are associated (by menu) with the Data Collection form indecision packages.

l 14832508 -- Because you can define row and column fetch parameters as part of userpreferences, you no longer wait for Planning to load dynamic form data.

l 14761766 -- When creating forms, dimensions that are applicable to your plan type, andthat should be displayed, do not display when you click Next on the Properties tab.

l 14745682, 14387053 -- Planning does not support forward slashes or backslashes in membernames.

l 14726855 -- Values that you enter in form cells do not display when you right-click to invokesupporting details.

l 14723007 -- If you navigate between two forms that each have rules that run when the formis saved, the rule associated for the first form you open runs when you open and then closethe second form.

l 14623875 -- You cannot use the Outline Load utility to load data if member names areenclosed with parentheses ().

l 14589845 -- Custom members that you add to the HCP cube under Segment Informationare not used as expected by rules. When run the rules do not aggregate any data that existsfor these members.

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l 14559126 -- When working with a member's attribute hierarchy, the right-hand panel maynot reflect the selections you make in the left hand panel.

l 14559099, 14615816 -- Account annotations that you enter on forms are saved to incorrectintersections.

l 14552042 -- Even if supporting details are entered for a cell that is read-only, users can right-click to view supporting details.

l 14473168, 13595884 -- When there are multiple segments on a row, you cannot Expand andCollapse inner members.

l 14376244, 12422049 -- If it begins with zero, a member value that you enter in a form is notsaved correctly; the initial 0 does not display when you reopen the form.

l 14368144 -- Segments or chartfields that you manually add to allocations cannot be deleted.The business rules that delete allocation information do not remove segments or chartfieldsthat you add.

l 14059986 -- In run time mode, only the first dimension displays on a row if StartExpanded is disabled.

l 13889832 -- The current Planning ADF ODL log level NOTIFICATION:32 is impactingPlanning user interface performance and needs to be changed to WARNING:1. Also theCSS/Registry ODL log levels need to be changed to WARNING:1 from NOTIFICATION:32 to help overall Planning performance.

l 13879269 -- Ad hoc grids are not launched in a separate Analyze tab if they are created fromforms that were opened by selecting the Launch Tasklist Wizard icon.

l 13868533 -- If a Planner selects the Launch Tasklist Wizard icon before refreshing the screen,an error occurs.

l 13868374 -- An ad hoc grid cannot be deleted or moved if using a different Web browserthan the browser in which it was created or invoked.

l 13867527 -- In Manage Approvals, clicking an action link for a planning unit node with asecondary dimension causes an error.

l 13866265 -- Annotations added during decision package approvals are not being saved.

l 13857734 -- For accounts where Time Balance is set to Fill, if a child value changes, thedefault aggregation logic is not applying up to its parent until the child value is changedagain.

l 13856610 -- When managing default compensation and there are multiple compensationelements per category, only the default compensation that is last in the list for each categoryis added to a new position.

l 13852525 -- You cannot modify cells in an ad hoc grid until the grid is refreshed by selectingRefresh.

l 13848558 -- Non-owning (service provider) entities should not be allowed to reconcile aproject, however, Project Financial Planning allows them to do so.

l 13830589 -- The Drill Through command on a form's Edit menu does not work.

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l 13830429 -- The Apply to all selected cells option does not work correctly when attachingdocuments to a range of cells in a form. You will only see the attachment in the first cellselected.

l 13722188 -- When entering a form cell that is in an editable mode, you must first click withinthe cell before using Shift + End to clear it. You cannot double-click within a cell to fullyselect it before clearing it nor can you move from one cell to another if cells have existingvalues in them.

l 13644320 -- If you rename the Request dimension, when using Lifecycle Management, asecond Request dimension is created if you export a decision package-enabled applicationand then try to import the application.

l 13615823 -- When selecting a non-English Planning application, an error occurs if you accessPlanning Preferences using the File menu.

l 13500659, 14007131 -- Member names rather than aliases sometimes display on forms.

l 13491643 -- When you launch a business rule by right-clicking in a form, you must selectthe budget request member by selecting a Dynamic User Variable. Instead, the budgetrequest member name should display.

l 13465212 -- To enter data in forms, you must click in cells twice (or press F2), which enablesdata entry. Pressing Tab, Shift+Tab, Enter, or Shift+Enter puts the focus in the next orprevious cell or row, respectively. When focus is in a cell, data in the cell is selected, and ifyou enter data directly, the earlier data is overwritten. To append data to an existing value,press the End key, which puts the focus at the end of the field. Also, sometimes the pageselector icon is not visible.

l 13460103 -- When navigating away from a form by performing tasks such as selectinganother task list item or menu item, you are not prompted to save the form if you enteredor modified data.

l 13376907, 13262428 --The Web browser language setting overrides the EPM Workspacelocale setting. For example, if you set the Web browser to German, but set the EPMWorkspace locale to English, Planning incorrectly displays in German.

l 13371008 -- You cannot view all the dimensions to which you have access in ad hoc analysis.

l 13371002 -- If a user in a sequence is using rules with runtime prompts from anotherapplication, upon sequence launch and invoking the member selector, the user might notsee the members. In other words, the member selector might be empty.

l 13256751 -- If you use Planning on a Russian locale and define the cell text limit using theMAX_CELL_TEXT_SIZE parameter, the cell text limit is not correctly calculated and applied.

l 13099546 -- With Microsoft Internet Explorer 9, the Planning application wizard mayflicker.

l 13052075, 13446110 -- You cannot sort as expected in the Job Console. For example, youcannot sort all jobs if the list spans multiple pages.

l 12997413 -- Selecting Tools, and then Export to Excel may generate an empty Microsoft Excelworkbook that contains only column headers.

l 12991887 -- Formatting you apply to cell text does not display after you save.

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l 12981201 -- You cannot correctly sort by start time and end time on the Job Console page.

l 12866959 -- To enter data in the first cell on a form, you must double-click or press F2. Toenter data in the rest of the cells use the Tab key.

l 12833889 -- Approvals does not lock shared members, which enables users to enter data onforms for which shared Scenario or Version dimension members are part of the formdefinition.

l 12363328 -- Whenever Planning metadata changes, you must restart the Reporting serverto reflect the metadata change in Financial Reporting.

l 9497802 -- Resizing your Web browser display may cause problems with composite formdisplay.

Project Financial Planningl 13732128 -- When viewing the 4.10 Review Construction in Progress (CIP) Assets form in

Project Financial Planning, you must make at least one dimension visible on the row headeror none of the data will display on the form.

l 13606962 -- Earned value analysis should be supported for projects.

l 12807571 -- If you import projects into Project Financial Planning and use Microsoft Excelto edit the .CSV files used, dates are saved in mm/dd/yyyy format, which causes importerrors.

l 13582084 -- In Project Financial Planning, you cannot charge the costs from internalContract projects to Capital or Indirect projects. Intercompany functionality is supportedfor Cost Plus Contract projects where the Revenue Cash Flow Incidence is set to SameMonth. For intercompany revenue calculations where the organization is a service provider,the Cost Plus margin must be explicitly marked as 0% for cost-based settlements and greaterthan 0% for cost plus-based settlements.

l 13626807 -- When adding an Other Contract project in Project Financial Planning, thevalidation message you see if you select an option other than Monthly for revenuerecognition is in English only.

l 13869509 -- In the sample Project Financial Planning application, if you submit a plan forapproval while logged in as an asset manager, an error occurs. This error does not occur ina basic Project Financial Planning application.

Public Sector Planning and Budgetingl 16371049 -- The rollup definition is displaying incorrect dimensions if mapping is selected

in the Mapping tab.

l 16356358 -- After moving a budget request from decision package A to decision packageB, the Manage Decision Packages page is loaded causing you to lose the context.

l 16292266 -- It is required to have Unspecified Budget Item as the first member of theBudget Item dimension. However, when loading position master data using Outline Load

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utility, this member is moved to the bottom of the hierarchy. This can cause calculationissues with FTE's.

l 14543467 -- Reverse transfers may not work correctly if adjustments are performed on thesame day as the reverse transfers are executed.

l 14538494 -- The Position Adjustment report does not display data for Unspecified BudgetRequest.

l 14534927 -- You may lose assigned FTE values after you change the values for the"Compensation_Budget_Start_Year' and 'Compensation_Budget_End_Year' substitutionvariables and perform a Reset FTE and Status calculation.

l 14410245 -- When adding other compensation elements to positions by selecting Managecompensation defaults, compensation elements are not added to a new position if theelement option start date occurs after the position start date.

l 14340834 -- You must double-click a decision package type twice to open it.

l 14070719 -- The run on save function may not work as expected for data forms attached tobudget requests.

l 13982781 -- For decision package-enabled budget requests, gross earnings and taxablecompensation may calculate incompletely on Edit Employee Details. To resolve this issue,calculate compensation budgets from My Task Lists.

l 13903501 -- For Employee Only decision package-enabled budget requests, total taxes maycalculate incorrectly or not display.

l 13899540 -- For decision package- and business rule-enabled Public Sector Planning andBudgeting applications, Annual Salary Spread Workdays or Paydays is not working asexpected.

l 13877081 -- Increment to Next Step does not increment the steps when incrementing is basedon the adjustment date in a decision package-enabled application.

l 13855699 -- On forms attached to budget requests in decision package-enabled Public SectorPlanning and Budgeting applications, when you save a value in any of the composite tabulardata forms, after save focus will come out of that form to first tab form. On forms attachedto budget requests in decision package-enabled Public Sector Planning and Budgetingapplications, when you save a value in edit mode in a data cell without tabbing away fromthat cell, the value does not get saved even though the message says that the save wassuccessful.

l 13732681 -- Decision Package Types do not support composite forms.

l 13711165 -- For Decision Package Type Compensation Expenses, when you repeatedlychange the POV year in Manage Request Position-Employee Assignments, performanceissues occur and error messages are displayed.

l 13708903 -- In a decision package-enabled application, although the Terminate Employeebusiness rule launched from Employee Master Data completes successfully, neither theTerminate Date is not displayed on the Employee Master Data form, nor is the employeestatus set to Inactive. Terminate Employee should be launched only from EmployeeAssignments forms with the Budget Request in which the Employee is assigned.

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l 13708171 -- Although the budget request name should automatically display, it does not,and you must select its corresponding member in the Request dimension when creating abudget request in which you are adding new positions and defining their compensation.

Smart Viewl 14461937 -- You may encounter errors launching rule sets in Smart View.

l 13360539 -- You cannot launch composite forms from Planning Web to Smart View.

l 13242100 -- In Smart View, data you enter in a Planning form and then try to submitimmediately after running a business rule fails, and you receive a The pages on the data formhave changed error.

l 13024793 -- You receive a Planning Provider Error when submitting forms in Smart Viewafter opening forms as .XLS files from your assigned task list.

Lifecycle Managementl 15986639 -- When using Lifecycle Management to migrate a Planning application from Dev

to Prod, the Display Option for the dimension (for example, Alias) is not retained.

l 13406410 -- After migrating using Lifecycle Management, the assignment of business rules,attached to a form, to the correct plan type is lost and must be manually resolved. Forexample, if business rules are assigned to a form associated with plan type 2, after migrationthe business rules are drawn from plan type 1.

l 8597432 -- If you use Lifecycle Management to export forms on which a dimension row ishidden, the hidden dimension is not visible in the generated XML file, but is visible inPlanning if you import the file.

Known Issues

Subtopics

l Recommended Configuration for Optimizing Performance

l Planning

l Capital Asset Planning

l Project Financial Planning

l Public Sector Planning and Budgeting

l Workforce Planning

l EPM Workspace

l Lifecycle Management

l Performance Management Architect

l Smart View

l Web Browsers

The following are the noteworthy known issues of this release.

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Recommended Configuration for Optimizing Performance

Subtopics

l Internet Browsers

l Server

l Client

l Client-to-Server Connectivity

This release includes a large number of user interface enhancements, as described in OracleHyperion Planning New Features. To optimize performance with these new features, you mustimplement the following recommended configuration.

The improved Planning user interface requires efficient browsers to handle interactivityprovided through Web 2.0 like functionality. In our testing, we found that Internet Explorer(IE) 7, IE 8, and Firefox 3.x cannot typically handle such interactivity, and the responsivenessand speed of these browser versions is not as good as with previous releases of Planning.Consequently, Oracle strongly recommend that you upgrade your browser to IE 9 or Firefox 10or later to achieve responsiveness similar to that in previous releases.

However, because response times in IE 7, IE 8, and Firefox 3.x are sometimes acceptable, Oraclerecommends that, if you wish to use these releases, you conduct an end user response test withthese browsers and that you are satisfied with browser performance before installing the newuser interface.

You can leverage the old user interface and features from Planning Release 11.1.2.1. For moreinformation, see Using the Planning Release 11.1.2.1 User Interface and Features in the OracleHyperion Planning Administrator's Guide.

Internet Browsersl If you enabled ADF, you must use IE 9 in standard mode with this release of Planning.

Compatibility mode with IE 9 is not supported in this release if ADF is enabled.

l This is the last release to support the Classic Planning 11.1.2.1 user interface if ADF isdisabled. Future releases will require that you enable ADF.

l You cannot use IE 9 with release 11.1.2.1 of Classic Planning. Instead, use IE 9 with release11.1.2.1.100 of Classic Planning.

Serverl 64-bit

l 16 GB physical RAM

Clientl Optimized for IE 9 and Firefox 10 or later

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Client-to-Server Connectivityl High-speed internet connection or VPN connection between client and server. Connectivity

provided via telephone modems is not supported.

l Client-to-server Ping time should be less than 150 milliseconds

Planning

Subtopics

l Approvals and Planning Units

l Business Rules

l Data and Metadata Load

l Data Validation

l Dimensions

l Exchange Rate Tables

l Forms, Composite

l Forms, General

l Localization

l Offline Planning

l Planning Administration

l Print and Print Preview

l Reports

l Searching, Sorting, and Filtering

l Security

l Selecting Members

l Smart Lists

l Task Lists

Approvals and Planning Unitsl 16234326 -- In Scenario and Version Assignment, if you delete scenario and version

assignment and click Save, the change is not saved.

l 16233959 -- Users with only the View User role cannot use Approvals.

l 15939345 -- You cannot copy data if all the members of two very large dimensions (with10,000+ members) are selected.

l 13894058 -- After starting and then editing a Planning Unit, its Enable Approval option is setto Exclude, even though you did not set this option.

Business Rulesl 16616041 -- Some users may encounter an issue where Public Sector Planning and Budgeting

or Project Financial Planning application creation fails with errors while loading businessrules to the application. To work around this issue, add the following parameters to the

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calcmgr property, in file, mod_wl_ohs.conf, located in Oracle/Middleware/user_projects/epmsystem1/httpConfig/ohs/config/OHS/ohs_component:m WLIOTimeoutSecs 14400

m Idempotent OFF

m WLSocketTimeoutSecs 600

Example of the calcmgr property before updating the file:

SetHandler weblogic-handler WeblogicCluster servername

Example of the calcmgr property after updating the file:

SetHandler weblogic-handler WeblogicCluster servername WLIOTimeoutSecs 14400 Idempotent OFF WLSocketTimeoutSecs 600

After adding the parameters, restart OHS.

l 10150284 -- You cannot enter numbers with decimals at runtime.

l 9964318 -- If you create two business rules in Calculation Manager, and the names of therules use the same wording with different spacing, such as Rule 1 and Rule 1, the spacing isnot retained within Planning, and the rules are displayed with the same name. In thedatabase, the rule names are displayed correctly.

l 9438498 -- When a ruleset has a business rule from a target application that differs from thecurrent application, the member selector does not recognize the limits set on the runtimeprompt.

l 8628003 -- Business rules using the UDA function pass Performance Management Architectvalidation but fail Planning validation. However, when the business rule is associated witha form, it launches successfully.

l 8585767 -- If you create a composite form from an existing composite form using Save Asand move the new form to a different form folder, the business rules defined for the originalcomposite form may not be transferred to the new form.

l 7485452 -- When multiple business rules with one or more runtime prompts are assignedto a form with Run on Save selected, an error may occur when the business rules are launched.To avoid this problem, do not assign multiple rules with runtime prompts to forms withRun on Save selected.

Data and Metadata Loadl 16575363 -- The Outline Load utility or Planning Outline Load is rejecting the YearTotal

record when importing Period metadata. All other Period members are importing correctly.

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The work around is to ignore this error and modify the YearTotal record through theDimension Editor, if needed.

l 16104148 -- Planning supports only one data load process against an ASO cube at a time.Concurrent data loads to ASO are not supported.

l 14775621 -- The Outline Load utility does not load data for members with embeddedparenthesis. For example:

Period, TestAccount, Point-of-View, Data Load Cube Name Jan, 111, Ent1,Current,Dept Submission (Base Initial),FY14", Plan1

To work around this issue, remove the parentheses from Dept Submission (BaseInitial).

l 14651499 -- In some cases, Planning allows shared members to be added to the driverdimension as well as the original member.

l 14284303 -- When using Oracle Data Integrator Adapter for Planning Release 11.1.1.1, yousee the following load errors while loading data to Planning:

m Planning writer_0 : [ERROR] Error during initialization. Errormessage is: Error unmarshaling return; nested exception is:java.io.InvalidClassException:com.hyperion.planning.HspRuntimeException; local classincompatible: stream classdesc serialVersionUID =5036872391602337965, local class serialVersionUID =-1731297009856189748

m Planning writer_0 : [ERROR] Error during initialization. Errormessage @ is: java.lang.RuntimeException:HyperionPlanningBean::beginLoad: Could not derive locale fromsystemCfg format for data loading.

To work around this issue, check the DATE_FMT in the HSP_SYSTEMCFG table. If thedate format is MM/dd/yyyy, update it to MM-DD-YYYY. Before doing this, ensure you backup the database. The date_format in the Hsp_SystemCfg table was set to MM/DD/YYYY inversion 9.3.x, but in later versions it is set to MM-DD-YYYY.

l 12318933 -- When using Outline Load utility to load dimensions containing spaces, thedimension name parameter on the command line should be enclosed in quotation marks.

l 9787036 -- The Outline Load utility does not ignore line breaks in member formulas. Becausethe utility interprets every line as a separate member, the outline load fails if the .CSV inputfile contains member formulas with line breaks.

l 7435804 -- The application name must be in the correct case for the Outline Load utility tofunction properly.

Data Validationl 11667701 -- When you change a dynamic user variable, the updated variable may not display

in the POV and Page when viewed from the planning unit validate task list. To resolve thisissue, open the validation report to see the changed value.

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Dimensionsl 14558468 -- You may encounter these issues when searching for dimensions or members:

m When searching in the dimension editor, you receive this error if you do not first selecta member: An error occurred while processing this page.

m The dimension in which you are searching is not highlighted or positioned at the top,and you must scroll to find it in the search results that are returned.

l 14270412 -- If you have a dimension hierarchy with more than 25 members, members thatyou add below the 25th member may not be displayed unless you access another dimension,or log off, and then log back onto Planning.

Exchange Rate Tablesl 9194390 -- If an Exchange Rate Table contains only values for Beginning Balance (Beg Bal)

and Historical rates, those values are not refreshed to Essbase when Planning is refreshed.To work around this issue, enter an Average or Ending rate and then save the table.

l 7441962 -- When entering information in the exchange rate table, you must enter onlynumeric values, even if you set the separator options in the Currency dimension. TheCurrency dimension properties do not apply to exchange rate table entries.

Forms, Compositel 13694078 -- When you modify a composite form, for example, by splitting one of the sections

after you open the form, the modified section is not displayed. If you reload the form, itdisplays as expected.

l 9047894, 8220537 -- When exporting a composite form to Microsoft Excel, only the firstsimple form in the composite form is exported.

l You cannot disable the pop-up messages that prompt you to save when you enter data oncomposite forms comprised of a large number of tabs.

Forms, Generall 16551122, 16677644 -- Dimensions in rows are not displaying in the correct order if an

attribute is used in rows.

l 16444909 -- When working with ad hoc grids, the suppress options do not work with Release9.3.3 Planning forms.

l 16228664 -- Form validation rules are incorrectly reading cells containing a dot (.)character. As a result, incorrect cells are being highlighted.

l 16223220 -- The first line of cell comments does not display special characters correctly.

l 16169784, 16091672, 15992424, 15882408 -- After entering non-English text for commentsin cells, the cell comment displays unintelligible characters.

l 16091711, 15965430 -- When opening a Planning form in EPM Workspace, the POV drop-downs are a fixed width and, therefore, do not display the full member or alias names. To

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work around this issue so you can view a very long member or alias name from the Pageaxis, you must hover over the member or alias name.

l 16095820 -- Shared members are not displaying in Planning forms when there are twodimensions in the rows. The label for the shared member does not appear as a row label,however the data associated with the shared member is still displayed, but against the wrongmember. The same form displays correctly in Smart View. Also, if the form has just onedimension in rows, then the shared member and it's data are correctly displayed and aligned.

l 16030548 -- The cell text in forms does not support formatting.

l 15973855 -- Microsoft Internet Explorer 9 users cannot change the currency code in formswith multiple currencies. This issue does not occur for Microsoft Internet Explorer 8 andMozilla Firefox users.

l 15952183 -- A newly created form folder is not visible in the Edit menu immediately afteradding it. To view the new folder, you must close the Application tab in EPM Workspaceand then open it again.

l 15948220 -- If you enter data in a cell and then press Tab, the focus correctly moves to thecurrency. However, if you press Tab again to move to the next cell, the focus incorrectlyexits the form and moves to the menu bar.

l 15834852 -- When editing a Planning form cell, the number value should retain the sameformat as the format defined in Other Options and then Precision when the form was created.

l 14808741 -- Cells in Planning forms are not displaying all of the text.

l 14794898 -- With display preferences for Page members set to Indent based on hierarchy andafter selecting a member in the Member Selection dialog box, the member is incorrectlydisplaying as indented in the drop-down box. A refresh resolves the issue.

l 14794516 -- If the screen resolution is set to 1024 x 768, and you run a business rule with aruntime prompt, the launch button is not displayed in the prompt. To work around thisissue, you can set the screen to a different resolution.

l 14740305 -- Planning forms should sort dates in ascending or descending order. However,the dates are sorting by the day of the month, not the actual date.

l 14680311 -- If ADF is enabled, edited cells (but not locked) and locked cells display the samecolor.

l 14673046 -- If ADF is enabled, there is no support for a rich text editor in a pivot table cell.

l 14547509 -- Even though you define and enable them for members, aliases do not displayin cell attachments for Planning forms.

l 14492840 -- Although you specify particular forms on which to run grid diagnostics, theyare run on all forms.

l 14491094 -- Although they can navigate form tabs after closing the error, Internet 9 usersmay receive this error when opening forms in Edit mode and using the form tabs:

Unable to get value of the property 'getClientId': object is null or undefined Line: 686 Char: 481 Code: 0 URI: http://hostserver:19000/HyperionPlanning/afr/partition/ie/n/default/opt/core-11.1.1.6.2-2198.js

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l 14292651 -- After sorting ad hoc grid data by text fields, data that you enter and submitloads to the intersection that you were at before you sorted.

l 14211460 -- When working with grids, performing a mass allocation either fails if theRelational Spread option is selected for rows to which the Fill option was selected, or themass allocation incorrectly spreads data based on the Evenly Split option.

l 14192645 -- The grid spread functionality may perform incorrect calculations on lockedsummary time periods.

l 14142871 -- The Page dimension shared member selections are not retained when younavigate between two forms. This means that you must reselect the page shared memberseach time you toggle between forms.

l 13899944 -- Text that you enter in text-type cells does not wrap to accommodate the textyou need to enter given the size of the cell. Also, multi-line text that you initially enter intext data cells displays as one line of text if you edit the text in the cell.

l 13790557 -- Deleting All Years when it is used in a form moves All Years to Year Parent.

l 13788883 -- Member names that have a member range type variable and that contain spacesmust be enclosed in quotation marks (" ") when selecting the member from the memberselector.

l 13728452 -- If multiple business rules are set to launch when a form is saved, you must usea ruleset to run the business rules one at a time or inconsistent data may result.

l 13709850 -- For forms that contain substitution variables with the Reuse existing substitutionvariables selected in the Rolling Forecast Setup dialog box, if the period and year selected aredifferent from the year and period set in substitution variables, the values are set to theoriginal year and period. A message should be displayed to notify you that the existing yearand period values will be used.

l 13561653 -- If you launch a rule from a task list by right-clicking, the rule launchessuccessfully but the prompt is always displayed in a runtime prompt window.

l 13321947 -- If you have multiple members on row or column segments on the Layout tab,and select the Place selection in separate rows option, you may notice the following:

m The wrong members may be selected for the segments. For example, if mem1 and mem2exist on a row segment, mem1 is not selected for segment1, and mem2 is not selectedfor segment2.

m The designer grid is not refreshed.

To resolve this issue, leave the Layout tab and refresh the grid designer to view the updatedsegments.

l 13065602 -- After you export them, forms that are associated with multiple business rulesrelating to two different databases only contain one business rule related to one of thedatabases.

l 12907698 -- In applications with 53 weeks as their base time period, you receive, afterentering data on forms with asymmetric columns, a save error, and the underlying Essbaseapplications may become unresponsive and restart.

l 12632935 -- Exported Microsoft Excel files do not suppress hierarchy.

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l 12550717 -- Currency calculation scripts may not perform rollup calculations on formscorrectly if you open the forms in Smart View, enter data at a child level, and run the scriptsto calculate the form.

l 10324616 -- Formulas that reference a segment that is moved up, moved down, or deletedmay not get updated to reflect the updated segment positions, especially if the segment isused as a part of a range (for example, sum([1:3])). You must manually update the formulasto correctly reflect the changed segment positions or deletions.

l 10298120 -- The Round function results are incorrect if rounding to more than 9 decimals.

l 10226960 -- You cannot open a form that includes Dynamic Time Series (DTS) membersand has the Suppress Missing Blocks option selected.

l 9945942 -- Undesired behavior occurs when using the Lock/Unlock Cells option during dataspread. For example, read-only data for months before a Start Period is adjusted and YearTotal is locked.

l 9734723 -- Using the Suppress missing blocks setting with Dynamic Calc in forms is notsupported.

l 9654763 -- When printing a form to a PDF file, the columns are displaying as unformatted- the column width is too small for the name of the member to get displayed. To work aroundthis issue, select File, then Spreadsheet Export and use the formatting options in Excel toresize the fonts and columns. Or use Smart View from within Excel to open and then printthe form.

l 9328504 -- Click within a form cell and select the drill through icon to display source data.Using the Drill Through option in the Edit menu can cause Web browser problems.

l 9284400 -- Using the ampersand character (&) in form names can cause issues.

l 9223718 -- When the Hide dimension property is set for two form dimensions, the form doesnot open, and the Web browser stops responding.

l 9094156 -- If Dynamic Time Series (DTS) members are used in the Page or POV axis, whenthe form is refreshed, selections on the Page or POV axis before the refresh do not persist.

l 8862285 -- Using Find from the browser Edit menu to locate a form member displays thespecified member. However, the member value displayed may be incorrect due to griddisplay problems.

l 8636593 -- Problems with submitting data, refreshing data, or running business rules mayoccur if users work with more than one form simultaneously.

l 8620404 -- Dynamic Calc members are not displayed correctly in forms when the SuppressMissing Blocks property is set.

l 8579404 -- Hiding multiple dimensions on forms may cause Microsoft Internet Explorer tostop responding.

l 8309383 -- In multicurrency application forms, you cannot copy a value from a cellformatted for a thousands separator other than None to a cell with a thousands separator setto None.

l 7626059 -- When data of type Text is deleted from forms, it is not deleted from the Essbasedatabase.

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Localizationl 16319185 -- The following Planning error message is not localized:

Attributes cannot be associated with members enabled for dynamic children.

l 15866074 -- Although you configure Smart View and Microsoft Windows to display inFrench (Canada), date formats in comment attachments and history records may notdisplayed in French (Canada) format.

l 14536175 -- Because Smart View supports more locales than Planning, strings passed fromPlanning to Smart View should display in English if Smart View is using a locale notsupported by Planning. This is not the case however, and strings passed to Smart View ifSmart View and Planning are not on the same locale, display in languages other than English.

l 14467288 -- Although you correctly define the locale in which to use Planning andCalculation Manager, Calculation Manager rule prompts do not accept comma decimaldelimiters and dot thousand separators. For example, if you are on a Spanish locale, entering2,5 to multiply by 2.5 is not accepted.

l 14464462 -- If you open a Planning ad hoc grid in Smart View, and are on a Chinese orJapanese locale, you may receive an "Ad hoc grid cannot be opened as thereare no valid rows of data" error.

l 13958354 -- You cannot create databases for Project Financial Planning applications if theapplication name is in Japanese.

l 13472940 -- The browser locale ZH-HK is not supported. To work around this issue, set thebrowser locale to English instead of Traditional Chinese.

l 8970964 -- Planning does not support non-ASCII characters for passwords, such as Russiancharacters.

l 7639511 -- Oracle recommends limiting planning unit annotations to 1200 characters orfewer in Japanese due to sporadic issues with longer planning unit annotations.

Offline Planningl 10410230 -- If a business rule is launched using the right-click menu on an offline form, the

business rule displays hidden runtime prompts to users.

l 13717851 -- Offline Planning only supports 32-bit Microsoft Office and Smart Viewinstallations on a 64-bit operating system.

l 13424834 -- With Offline Planning, shortcut menus for running business rules or navigatingto other forms are not available from data cells. Select the row or column headers to accessshortcut menus in offline mode.

l 10383127 -- Forms with user-created substitution variables or dynamic substitutionmembers (dynamic POV) are not supported by Offline Planning.

l 9440181 -- In a form for which Suppress Missing is selected, taking the form offline can makesome read-only cells writable. Though the cells are displayed as writable in offline mode, onsync back the data will not be saved to read-only cells.

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l 8655540 -- If a function (for example, ILv10Descendants(No Accounts) is used to selectpage members within a Planning data form and only shared members are selected due tosecurity, an error occurs if you take the data form offline in Smart View.

l 6562493 -- In Offline Planning, you cannot save supporting detail for cells with a Data Typeof Date.

Planning Administrationl 16447333 -- When creating a Oracle Hyperion Workforce Planning, Oracle Hyperion

Capital Asset Planning or Public Sector Planning and Budgeting application for use with anASO cube and the HCP plan, you must initialize the application before enabling dimensionsand members.

l 16383830 -- After creating or refreshing security filters for a user who has access to dynamicmembers, the Essbase bucket name is displayed in the filter line for dynamic membersinstead of the actual member name.

l 16072636 -- You cannot edit an existing menu for business rule menu types. This is becausebusiness rule menu types do not have a plan type option and the Edit menu has an explicitcheck for plan type.

l 15949368, 15871949 -- If you edit a user-defined attribute (UDA) and then save it while onthe Member Properties tab, the UDAs disappear. Changes to UDAs are only saved if they aremade on the UDA tab.

l 15923501 -- Usage statistics are incorrectly showing multiple sessions for a single user.

l 15880721 -- Creating and refreshing security filters is not supported for ASO databases. Thismeans you cannot retrieve data from ASO databases from a third party source. You can onlyretrieve data through Planning either directly or, for Financial Reporting, through thePlanning ADM driver.

l 15841695 -- The Planning statistics Web page is displaying duplicate lines in the list, whichis confusing.

l 14699425 -- The navigation behavior for assigning user access is inconsistent. For example,clicking Close on the Groups tab, incorrectly changes the focus to the Users tab.

l 13729396 -- Planning cannot validate values for the member range or cross-dimensionvariables if two applications do not use the same dimensions.

l 13423598 -- If you provision a user in a Planning application through a group, select groupadministration for audit reporting, and later the user is removed from the group, an entrydescribing the removal is not logged in HSP_AUDIT_RECORDS.

l 9794656 -- You cannot copy applications between environments using anything other thanLifecycle Management.

l 8603489 -- If you change user preferences in EPM Workspace and then select one of themodified users as a user variable in a form, the following error displays:

An Error occurred while processing this page. Check the log for details.

l 7420574 -- When running Planning on a UNIX system, rename the output file from theExportSecurity utility to Secfile.txt before running the ImportSecurity utility.

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l 7225626 -- If you add a driver member using Administration, then Data LoadAdministration, you cannot subsequently delete that member. To work around this issue,delete the driver member from the list of selected members in the Data LoadAdministration window.

l Planning forms that were customized using ValidateData.js and its helper JavaScriptswill not work with the Planning Release 11.1.2.2s ADF-based user interface. Customizedforms will continue to work, however, with the classic user interface in Planning releasesprior to Release 11.1.2.2.

Print and Print Previewl 13064603 -- If you execute a report from a task list (using a URL and single sign on), you

cannot export the report to PDF format. To view reports in PDF format and print them,run reports from EPM Workspace.

Reportsl 16099175 -- The position of task list columns that you manually reorder are not correctly

displayed in task list PDF and Microsoft Excel reports. Column position is determined bythe template provided and cannot be modified manually by reordering columns.

l 14699022 -- If you use Microsoft Excel 2003 PS3 and create a Microsoft Excel report to viewTask List data, you receive an error saying that the file is not in a recognizable format. If youuse Microsoft Excel 2007, you receive a message that the file is of different format thanspecified by the file extension, and if you click OK, the report opens but not in MicrosoftExcel format.

Searching, Sorting, and Filteringl 14394635 -- You receive this error when searching for dimension members in Planning: An

Error occurred while Processing this page. Check Log for details. To work around this issue,select the parent dimension or member before performing the search.

Securityl 8633509 -- In forms that have a drill through icon, cells with Smart List drop-down lists

display the icon, but a user is prevented from clicking on this icon.

l 8553839 -- Sometimes the Performed On column in the Security Audit report displaysUnknown instead of the server name or address.

Selecting Membersl 13724899 -- When working with multiple dimensions in the member selector and switching

back and forth between dimensions, the expand and collapse states of individual membernodes are not preserved.

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l 13600650 -- When selecting members, there are issues with selecting multiple members atone time.

Smart Listsl 8714045 -- If you define custom values for Smart List IDs, do not use zero as an ID. Using

zero as an ID can result in missing data when the Smart List is saved to the Essbase database.

Task Listsl 16263588 -- Users are unable to add or modify child elements with business rules to a task

list. To work around this issue, select Administration, then Manage, then Dimensions, andthen Versions. Select to edit a version and check whether the property Enabled for ProcessManagement is selected. If it is not selected, select it. At least one member of a versiondimension should have this property checked.

l 16207758 -- The scroll bar for task instructions is not displaying for tasks with longinstructions.

l 15881419 -- An error message occurs while editing task list items for an application that wasmigrated using Lifecycle Management. But if you click OK, you can proceed without issue.To work around this issue, go to Administration, then Manage, then Dimensions, and thenVersions. Edit any version member and check whether the property Enabled for ProcessManagement is selected. At least one member of a version dimension should have thisproperty selected.

l 14461892 -- You cannot specify a URL for a task list if the URL exceeds 256 characters.

l 13624086 -- When opening a report from a task list, you must enter a user name andpassword in order to access the report. If the SSO token property is selected in the taskproperties, the following error is displayed: An exception was thrown: HTTP request cannotbe accepted because of secure parameter passed in the URL. Parameter name: 'sso_token'.

l 8460666 -- Planning checks the format of a task due date, but does not restrict the datespecified. When administrators define task due dates, they must ensure that the datesspecified for dependant tasks occur in the appropriate order. For example, if Task1 must becomplete before Task2, set the due date for Task1 to a date earlier than the due date forTask2.

l 8401031 -- URL entries for tasks are not converted to Web addresses.

Capital Asset Planning

Note: If you have a Release 11.1.2.1 or 11.1.2.2 Capital Asset Planning application, to takeadvantage of the Release 11.1.2.3 new features for this module, create a new 11.1.2.3 shellapplication for Capital Asset Planning, and then use Lifecycle Management to migratethe new Release 11.1.2.3 application features into your upgraded native application.

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l 16353951 -- When creating an application using Performance Management Architect, theAsset Details dimension is not displaying in the Application Settings screen.

l 16328313 -- Capital Asset Planning applications that use Performance ManagementArchitect do not have the option to select an All Years parent member that includes all years.

l 13253184 -- Certain business rules do not execute unless, on the Performance tab, the Yeardimension comes before the Line Item dimension.

Project Financial Planning

Note: Performance Management Architect Project Financial Planning applications only use thefunctionality provided in release 11.1.2.2.300. No new functionality introduced in release11.1.2.3 is available to users creating a Project Financial Planning application throughPerformance Management Architect.

l 16586760 -- For a revenue generating Capital project, when entering assumptions on theRevenue Drivers Capital Project form, you must enter a value for each year in the Units (YOY% Increase) and Price/Unit (YOY % Increase) cells. If a cell is left blank for any year, revenuewill not be calculated for subsequent years, even if values are specified for those years. Towork around this issue, enter a 0 (zero) value in any blank cell. Do not leave those cells blank.

l 16574256 -- The Calculate Imported Projects rule fails for existing projects when executedfor the scenario Actual and the version Final. The reason for failure is that the CalculateProject Score rule, which is part of the Calculate Imported Projects ruleset, fails sinceCalculate Project Score should not be executed on existing projects. Since we have acommon rule to calculate imported projects for both existing and new projects, executingthe rule for existing projects fails. To work around this issue, modify the ruleCalculateProjectScore, which is present under the Project cube, to add the condition IF( @ISCHILD( "New Project")) ... ENDIF after the "Net Present Value(NPV)" line as shown in the example below: "Net Present Value (NPV)" ( /***** Add the below line *****/ IF ( @ISCHILD( "New Project")) projectEndDate = "No Project Element"->"BegBalance"->"End Date"; projectEndMonth = @TRUNCATE( @MOD( projectEndDate, 10000) / 100);

ENDIF ENDIF /****** Add the below line *****/ ENDIF )

After modifying the rule, save it, and then deploy at the application level so that all of thedependent rules are also deployed.

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l 16512364 -- In Project Financial Planning, the default value for substitution variables isEnglish, even for translated applications. For non-English applications, change the Englishvalues to the correct translated value.

l 16354519 -- When adding a new member using the member on the fly functionality inPlanning, the new member is not visible in Approvals unless the planning unit hierarchy issynchronized by the administrator.

l 14548188 -- Project Financial Planning users may receive a "No planning unitmatch the filter criteria" message and be unable to display and access planningunits using Manage Approvals as expected.

l 14547372 -- Project Financial Planning users may find that, in some situations, unit pricesdisplay without their unit numbers on the Revenue Assumptions page.

l 13566568 -- When viewing the Review Project KPIs composite form for existing projects inProject Financial Planning, do not select to view the KPIs at the No Project level.

l 13456856 -- When creating sample projects in Project Financial Planning, default userpreferences are not set during application creation.

l 13401335 -- In Project Financial Planning, intercompany expenses are not automaticallyconverted into the local currency of their owning entities.

Public Sector Planning and Budgetingl 16677202 -- Allocation data is not populating for elements if Follows Salary Allocation is set

to No and if some employees/positions have overriding allocations specified at the employee/position level while others do not. This issue only occurs while launching the Allocatecompensation to General Ledger accounts task for a specific employee/position. To workaround this issue, launch the Allocate compensation to General Ledger accounts task at theemployee/position level.

l 16580178 -- If commitment control and decision package features are enabled, then an erroroccurs when running a budget check if a decision package contains multiple budget requests.

l 16560036 -- For a decision package-enabled Position Only application, calculations forthe source entity are incorrect when performing a single step position transfer mid-month.

l 16554257 -- For decision package-enabled applications, if the additional earning typeelement Follows Salary Allocation is set to No, expenses are not allocating to GL accounts.

l 16527860 -- When HCP is not enabled and the decision package feature is enabled, thenexecuting the Copy Decision Package operation erases some of the revision properties.

l 16515538 -- When creating a second budget request and adjusting the salary for anassignment made in the first budget request, the other percentage-based compensationelements are not adjusting accordingly in the second budget request.

l 16412382 -- For a decision package-enabled Employee Only or Position and Employeeapplication, the revision employee details are assigned the same start year as thecompensation budget start year. If the employee has details prior to the compensationbudget start year, the start date will be the first day of compensation budget start year. Duringbudgeting, if an employee is active prior to the compensation budget start year and has

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salary, FTE, status, non-salary, and allocation assignments, revision employee details willstart from the compensation budget start year.

l 16362193 -- While working with a Public Sector Planning and Budgeting application inSmart View, you cannot retrieve Budget Request members in Rows/Columns.

l 16355521 -- Unable to create a Public Sector Planning and Budgeting application if the ASOplan type is selected. To work around this issue, do