IBM Rational Portfolio Manager 7.1.1.2 Interim Fix 001 Readme for Windows

This document contains system requirements information and installation instructions for IBM® Rational® Portfolio Manager, Version 7.1.1.2 Interim Fix 001 for Microsoft® Windows®. 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 at http://www.elink.ibmlink.ibm.com/publications/servlet/pbi.wss?CTY=US&FNC=SRX&PBL=SC23-6197-02.

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 about configuring 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.

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

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 Windows

To install the interim fix:
  1. Download the interim fix package.
  2. Update the database, as applicable:
    • On DB2®
    • On Oracle
  3. Update the middleware components.
  4. Restart Rational Portfolio Manager.

1. Downloading the interim fix package

  1. Download the interim fix package from here to your server.
  2. Extract the interim fix package to a local path. For example, C:\Applications\RPM\7.1.1.2-RATIONAL-RPM-Windows-ifix-001
    Note: In this Readme, this path is referred to as ${IFIX_PACKAGE}.
  3. 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: C:\Program Files\IBM\SQLLIB
  1. On the server where you extracted the interim fix package, open a db2cmd window:
    • From Windows, click Start > Run.
    • Type db2cmd.exe. Click OK.
      Note: If there are errors starting db2cmd.exe, then contact your DB2 administrator.
  2. In the db2cmd window, change the path to the folder ${IFIX_PACKAGE}\Database\DB2\csp. For example, C:\Applications\RPM\7.1.1.2-RATIONAL-RPM-Windows-iFix-001\Database\DB2\csp
    Note: If path length is an issue when trying to run the commands, copy the ${IFIX_PACKAGE}\Database\DB2 (with all sub folders) to a single-level directory.

    You can do this using the XCOPY command with /E parameter. For example, XCOPY C:\Applications\RPM\7.1.1.2-RATIONAL-RPM-Windows-iFix-001\Database\DB2\*.* c:\DB2 /E

  3. In the db2cmd window, restart DB2 by running the following commands in sequence:
    db2 force applications all
    db2stop force
    db2start
  4. In the db2cmd window, update the DB2 package:
    1. Connect to the database using the following command (supply 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 Dynamic Link Library (DLL) 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 C:\Program Files\IBM\SQLLIB\function\myrpm!SP_GET_VERSION
      • If the above query returns a library file name other than IBMRPM, rename the IBMRPM.DLL that is in ${IFIX_PACKAGE}\Database\csp to the name returned in the query. For example, as per the above sample query, the returned library file is 'myrpm', and you need to rename IBMRPM.DLL to MYRPM.DLL.
      • To rename IBMRPM.DLL to MYRPM.DLL, use the command rename IBMRPM.DLL MYRPM.DLL.
  5. Set the password variable for the instance owner:

    Set DB_USER_PWD=<instance_owner_pwd>

  6. Set the password variable for the connected user, if applicable:
    set CON_USER_PWD=<<connected_user_pwd>>
    Note: Connected user is applicable if the database was created for the connected user as mentioned in scenario #2 of the Rational Portfolio Manager 7.1.1.2 Installation and Upgrade guide. For more information on scenario #2, refer to Rational Portfolio Manager 7.1.1.2 Installation and Upgrade guide, Chapter 3. Installing and configuring the IBM Rational Portfolio Manager database for DB2.
  7. Run the following command, substituting the actual values for database name, instance owner, and connected user (if applicable).
    bindall.bat <database_name> <instance_owner> <<connected_user>>
    Note: Parameter <<connected_user>> is required only if the Rational Portfolio Manager database was set up using scenario #2 - connected user. For more information on scenario #2, refer to Rational Portfolio Manager 7.1.1.2 Installation and Upgrade guide, Chapter 3. Installing and configuring the IBM Rational Portfolio Manager database for DB2.
  8. Verify that the bindall.bat script copied the .DLL file identified in Step 4b into the $DB2DIR\function and $DB2DIR\function\unfenced directories. If not, copy the file manually.
  9. Change the path to the ${IFIX_PACKAGE}\Database\updateSQL directory.
  10. To update the server information, in the db2cmd window, perform the following steps:
    1. Connect to the database using the following command (supply 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 command:
      db2 -tvf updateTMT_SETTINGS.sql -z  updateTMT_SETTINGS.log
    3. Check the 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.
  11. To verify if the application of the interim fix was successful, in the db2cmd window, perform the following steps:
    1. Connect to the database using the following command (supply the actual values for database name, instance owner, and instance owner password):
    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())"
      Important: 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. Click Start > Run. A command window will open.
  2. In the command window, change the path to the folder ${IFIX_PACKAGE}\Database\Oracle
  3. To apply the interim fix, run the script:
     applyIFix.bat
    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
  4. Check log files produced in ${IFIX_PACKAGE}\Database\Oracle\logs for errors. If the log file lists invalid objects or other errors, then contact IBM Rational Software Support.
  5. In the command window, change the path to ${IFIX_PACKAGE}\Database\updateSQL directory
  6. In the command window, update the server information:
    1. Set the variable ORALCE_SID to the appropriate value for the Rational Portfolio Manager database. For example, set ORACLE_SID=IBMRPM
    2. Connect to the database using 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.
  7. 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, guidelines, or reference materials that you might need when you require support, see 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 a 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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