IBM Rational Portfolio Manager 7.1.1.2 Interim Fix 001 Readme for UNIX

This document contains system requirements information and installation instructions for IBM® Rational® Portfolio Manager, Version 7.1.1.2 Interim Fix 001 for UNIX®. It also contains information about contacting IBM Rational Software Support.

Contents

Description

This is the first interim fix for Rational Portfolio Manager. This interim fix contains defect fixes to Rational Portfolio Manager 7.1.1.2.

To install this interim fix, in addition to the installation instructions contained in this Readme file, you also need to refer to the Rational Portfolio Manager 7.1.1.2 Installation and Upgrade Guide. This guide is available athttp://www.elink.ibmlink.ibm.com/publications/servlet/pbi.wss?CTY=US&FNC=SRX&PBL=SC23-6196-02

You can also find the Rational Portfolio Manager 7.1.1.2 Installation and Upgrade information in the Rational Portfolio Manager 7.1.1.2 Information Center. The Information Center is available at http://publib.boulder.ibm.com/infocenter/ratportm/v7r1m1/index.jsp.

Problems Solved

Table 1. Problems addressed in interim fix 001
APAR Description
PK35362 Timesheets Step with Rates OLAP pivot does not display the step name along with the task name.
PK36111, PK69522 Unable to search by Chinese characters in work management view using Oracle database.
PK41095 Alerts are generated for reminders about late timesheets despite resources having already submitted their timesheets.
PK58890 Data in the Resource Utilization pivot column headers and its respective pivot column do not match when a file in Chinese is saved as a CSV file.
PK62509 The My Portal view shows incorrect counts when Scope elements are created in sub folders.
PK67492 Customizing the Timesheet pivot by removing certain columns is not retained in the saved layout.
PK67705 Downloading Rational Portfolio Manager offline forms that contain double-byte characters displays garbled characters.
PK68498 The General Health pivot does not display data when a project exceeds 50 resources and when those resources have nicknames that contain double-byte characters.
RATLC00261946 Time-phased Budget pivot displays incorrect time-phased information on Oracle database.
RATLC00261960 Switching to the All Scope element filter function is slower on Rational Portfolio Manager 7.1.1.2 than Rational Portfolio Manager 7.0.6.6.
RATLC00262186 Error message '200328: Cannot delete or archive. Workflow process active on this element or its children' displays.
RATLC01367229 Logging in displays client mismatch error message.

Known Problems

Table 2. Known problems in Rational Portfolio Manager 7.1.1.2
Problem description Solution/workaround
The Rational Portfolio Manager 7.1.1.2 Installation and Upgrade Guide contains incorrect and incomplete information for configuring the Rational Portfolio Manager middleware for alerts and notifications. Refer to the technote titled 'Alerts/notifications configuration in the Rational Portfolio Manager Middleware' available in the IBM Rational Software Support Web site. Click here to view the technote.
In the Work Management - Network Diagram view, when you click on Configure Node, you get an Access Violation error. This error occurs only when the Rational Portfolio Manager server is on SUSE Linux v9 SP4. If you encounter this error, click Yes in the error window. You can continue in the session and the Configure Node window will display.

Platforms NOT supported in Rational Portfolio Manager, version 7.1.1.2 interim fix 001

  1. DB2 8.2 on Red Hat Enterprise Linux 4 - 32bit
  2. Oracle 10g leveling library not available for Red Hat Enterprise Linux 4 - 32bit

Prerequisites for installing Rational Portfolio Manager, version 7.1.1.2, interim fix 001

  • Application of this interim fix requires an installed Rational Portfolio Manager, version 7.1.1.2.
  • System requirements for Rational Portfolio Manager 7.1.1.2 are applicable for this interim fix and must be met. For information on Rational Portfolio Manager system requirements, refer to the Rational Portfolio Manager 7.1.1.2 Installation and Upgrade guide, Chapter 2. Planning your installation.

Before you begin

  1. Back up your existing database before applying the interim fix, to ensure a full recovery in case of crashes or failures.
  2. Ensure you have a copy of the Rational Portfolio Manager 7.1.1.2 Installation and Upgrade Guide for reference during the installation.
  3. Ensure you have the following database connection information for updating the database component:

    For DB2 database

    • Database name
    • Instance owner
    • Instance owner password
    • Connected user and password, if applicable

    For Oracle database

    • ORACLE_HOME
    • ORACLE_SID or TNS string
    • Rational Portfolio Manager schema owner
    • Rational Portfolio Manager schema owner password

Installing Rational Portfolio Manager, version 7.1.1.2 interim fix 001 for UNIX

To install the interim fix:
  1. Download the interim fix package
  2. Update the database component, as applicable
    • On DB2®
    • On Oracle
  3. Update the middleware component
  4. Restart Rational Portfolio Manager
  1. Download the interim fix package from here to a directory on your server.
  2. Extract the interim fix package using the command:
    gunzip <IFix-package-name>.tar.gz
  3. Untar the interim fix package by using the command:
    tar -xvf <IFix-package-name>.tar
    Note: In this Readme, the path where you extract the package, for example, /home/db2inst1/rpm/7.1.1.2-RATIONAL-RPM-Aix-iFix-001 is referred to as ${IFIX_PACKAGE}.
  4. Stop the Rational Portfolio Manager Web application and the associated alert server.

2a. For DB2 users: Updating the database component

Note: Refer to the instructions in this section only if you are using DB2 as your database. If you are using Oracle as your database, refer to section 2b. For Oracle users: Updating the database component.
Note: In this Readme,‘$DB2DIR’ refers to the location where DB2 has been deployed. For example: /home/db2inst1/sqllib
  1. Open a terminal shell.
  2. In the shell, navigate to the appropriate code subdirectory based on the appropriate target platform as shown in the following table:
    Table 3. List of target platforms
    Target platform Navigate to Directory
    Aix 32bit ${IFIX_PACKAGE}/Database/csp_Aix32
    Aix 64bit ${IFIX_PACKAGE}/Database/csp_Aix64
    Redhat 3 32bit ${IFIX_PACKAGE}/Database/csp_Linux3_32
    Redhat 4 32bit ${IFIX_PACKAGE}/Database/csp_Linux4_32
    Redhat 4 64bit ${IFIX_PACKAGE}/Database/csp_Linux4_64
    SunOS 32bit ${IFIX_PACKAGE}/Database/csp_SunOS32
  3. From the shell window, restart DB2 by running the following commands in sequence:
    db2 force applications all
    db2stop force
    db2start
  4. From the shell window, update the DB2 package:
    1. Connect to the database (substitute the actual values for database name, instance owner, and instance owner password):
      db2 connect to <database_name> user <instance_owner> using <instance_owner_pwd>
    2. Retrieve the Rational Portfolio Manager shared object (SO) library file name stored in DB2, by running the following query:
      db2 select procname, implementation from syscat.procedures where procname = 'SP_GET_VERSION'

      The following table shows a sample result of a query, where the returned library file is 'myrpm'.

      PROCNAME IMPLEMENTATION
      SP_GET_VERSION /home/db2inst1/sqllib/function/myrpm!SP_GET_VERSION

      If the above query returns a library file name other than ibmrpm.so, rename the ibmrpm.so file found in the directory path in Step 2 to the name returned in the query. For example as per the above sample query, the returned library name is 'myrpm' and you need to rename ibmrpm.so to myrpm.so.

      To rename ibmrpm.so to myrpm.so, use the command mv ibmrpm.so myrpm.so.

  5. Run the following command:
    ./bindall <database_name> <instance_owner> <instance_owner_pwd> <<connected_user>> <<connected_user_pwd>>
    Note: Parameters <<connected_user>> and <<connected_user_pwd>> are required only if the Rational Portfolio Manager database was setup using scenario #2 - connected user. For more information on scenario #2, refer to Rational Portfolio Manager 7.1.1.2 Installation and Upgrade guide.
  6. Verify that the bindall script copied the .so file identified in Step 4b into $DB2DIR/function directory. If not, copy the file manually.
  7. In the shell window, change the path to ${IFIX_PACKAGE}/Database/updateSQL
  8. From the shell window, update the server information:
    1. Connect to the database (substitute the actual values for database name, instance owner, and instance owner password):
      db2 connect to <database_name> user <instance_owner> using <instance_owner_pwd>
    2. Run the command:
      db2 -tvf updateTMT_SETTINGS.sql -z updateTMT_SETTINGS.log
    3. Check updateTMT_SETTINGS.log for any errors.
      • If there are no errors, continue to the next step.
      • If you encounter errors, contact IBM Rational Software Support.
  9. To verify if the application of the interim fix was successful, in the shell window, perform the following steps:
    1. Connect to the database (substitute the actual values for database name, instance owner, and instance owner password):
      db2 connect to <database_name> user <instance_owner> using <instance_owner_pwd>
    2. Enter the following stored procedure call that should return the value as 7.1.1.2:
      db2 call sp_get_version()
      Important: If the stored procedure call does not return the value as 7.1.1.2, then contact IBM Rational Software Support.
    3. Enter the following command, which should return a 32-digit alphanumeric character string, to indicate successful application of the interim fix:
      db2 "values(get_unique_id())"
      Note: If the command does not return such a value, then contact IBM Rational Software Support.

2b. For Oracle users: Updating the database component

Note: Refer to the instructions in this section only if you are using Oracle as your database. If you are using DB2 as your database, refer to section 2a. For DB2 users: Updating the database component
  1. Open a terminal shell.
  2. In the shell window, change the path to ${IFIX_PACKAGE}/Database/Oracle
  3. Grant script execution rights by running the following command:
    chmod 777 applyIFix.sh
  4. Apply the interim fix by running the script:
     ./applyIFix.sh
    Enter the following information when you are prompted:
    • ORACLE_HOME
    • ORACLE_SID or TNS string
    • Rational Portfolio Manager schema owner
    • Rational Portfolio Manager schema owner password
  5. Check log files produced in ${IFIX_PACKAGE}/Database/Oracle/logs for errors.
    Note: If the log file lists invalid objects or other errors, then contact IBM Rational Software Support.
  6. In the command window, change the path to ${IFIX_PACKAGE}/Database/updateSQL directory.
  7. From the shell window, update the server information:
    1. Set the variable ORALCE_SID to the appropriate value for the Rational Portfolio Manager database. For example, the command for bash shell is export ORACLE_SID=IBMRPM
    2. Connect to the Rational Portfolio Manager database by running the following command:
      sqlplus <schema_owner>/<password>
    3. At the sqlplus command line, run the following commands in order:
      ALTER SESSION SET NLS_DATE_FORMAT='YYYY-MM-DD';
      ALTER SESSION SET NLS_TIMESTAMP_FORMAT ='YYYY-MM-DD HH24:MI:SS.FF6';
      @updateTMT_SETTINGS.sql;	
      	commit;
      exit;
      Note: If you encounter errors running the commands at the sqlplus command line, contact IBM Rational Software Support.
  8. Update the Oracle leveling library with the appropriate one from the directory, ${IFIX_PACKAGE}/Database/Oracle/Leveling
    Note: For more information on shared library configuration, refer to Rational Portfolio Manager 7.1.1.2 Installation and Upgrade guide, Chapter 3. Installing IBM Rational Portfolio Manager database.

3. Updating the middleware component

Update the middleware component as specified in the Rational Portfolio Manager 7.1.1.2 Installation and Upgrade guide, Chapter 4. Installing IBM Rational Portfolio Manager middleware.

4. Restarting Rational Portfolio Manager

Restart the Rational Portfolio Manager Web application and the associated alert server.

Contacting IBM Rational Software Support

IBM Rational Software Support provides you with technical assistance.

For contact information and guidelines or reference materials that you need when you require support, read the IBM Software Support Handbook at http://techsupport.services.ibm.com/guides/handbook.html.

For product news, events, and other information, visit the product home page for Rational Portfolio Manager Software at http://www.ibm.com/software/awdtools/portfolio/index.html.

Before you contact IBM Rational Software Support, gather the background information that you need to describe your problem. When describing a problem to an IBM software support specialist, be as specific as possible and include all relevant background information so that the specialist can help you solve the problem efficiently. To save time, know the answers to these questions:

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