IBM Rational Portfolio Manager 7.1.1.2 Interim Fix 002 Readme for Windows

This document contains system requirements information and installation instructions for IBM® Rational® Portfolio Manager, Version 7.1.1.2 Interim Fix 002 for Microsoft® Windows®. It also contains information about contacting IBM Rational Software Support.

Contents

Description

This is the second interim fix for Rational Portfolio Manager. This interim fix contains defect fixes to Rational Portfolio Manager, version 7.1.1.2. Interim fixes are cumulative, and contain all fixes delivered in previous interim fixes for the release. When you install interim fix 002, you will also get all the fixes delivered in interim fix 001.

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 002
APAR/ Defect Number Description
PK69552 After installing Rational Portfolio Manager 7.1.1.2 interim fix 001, the Work Management view does not get updated when an actual time is entered for the first time on a day using API.
PK70286 Unable to select the Capital Contractor Labor code against an assignment.
PK70838 In the Oracle database for Rational Portfolio Manager, the path for the Leveling log is made editable. For more information on configuring this parameter, click here.
PK72305 The Password history revision does not work correctly.
PK72626 Unable to retrieve active Work Organizations with the Xpath query.
RATLC00261154 Rational Portfolio Manager checks for existing competencies when importing data from Rational Method Composer.

Change in behavior: If a competency exists in Rational Portfolio Manager that matches a competency in the imported data, then the existing competency is used. If there is no competency in Rational Portfolio Manager that matches a competency in the imported data, then you are prompted to either create a new competency or to replace it with an existing competency. Click here to view the technote.

RATLC01367188 In the Work Management view, the new columns in the Indicators band do not have icons associated with them.
RATLC01367587 Unlocking the parent document revokes the deleted documents.
RATLC01367632 When importing different roles from Rational Method Composer, roles are displayed as task participant in Rational Portfolio Manager which is incorrect.

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 002

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 002 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-002
    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-002\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-002\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. If Interim fix 001 (iFix001) was previously applied to the Rational Portfolio Manager database, perform this step; otherwise proceed to the next step.
    1. Open the updateTMT_SETTINGS.sql file with a text editor.
    2. In the updateTMT_SETTINGS.sql file, SECTION : iFix001, delete the following lines:
      update TMT_SETTINGS set description = '7.1.1.2 iFix001' where element_id = 'APPLICATION_VERSION';
      INSERT INTO TMT_SETTINGS(LEVEL_ID,TYPE_ID,MAX_RANK,CHILD_COUNT,DELETED_COUNT,ELEMENT_ID,ELEMENT_NAME,PARENT_ID,REC_USER,REC_STATUS,REC_DATETIME,RANK,SETTING_VALUE,DESCRIPTION)
      VALUES(0,1,0,0,0,'ATTRIBUTE_CUST_FIELDS_FEATURE___',null,null,'PMO_SUPERVISOR','I','2008-06-20 11:27:00.000000','00000026',3,'Enable/Disable Attr and CustFlds feature flag for IGS. the first bit controls Attributes (0: disable, 1: enable), the second bit controls Custom Fields(0: disable, 1: enable)');
    3. Save the file.
  11. 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.
  12. 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):
      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())"
      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. If Interim fix 001 (iFix001) was previously applied to the Rational Portfolio Manager database, perform this step; otherwise proceed to the next step.
    1. Open the updateTMT_SETTINGS.sql file with a text editor.
    2. In the updateTMT_SETTINGS.sql file, SECTION : iFix001, delete the following lines:
      update TMT_SETTINGS set description = '7.1.1.2 iFix001' where element_id = 'APPLICATION_VERSION';
      INSERT INTO TMT_SETTINGS(LEVEL_ID,TYPE_ID,MAX_RANK,CHILD_COUNT,DELETED_COUNT,ELEMENT_ID,ELEMENT_NAME,PARENT_ID,REC_USER,REC_STATUS,REC_DATETIME,RANK,SETTING_VALUE,DESCRIPTION)
      VALUES(0,1,0,0,0,'ATTRIBUTE_CUST_FIELDS_FEATURE___',null,null,'PMO_SUPERVISOR','I','2008-06-20 11:27:00.000000','00000026',3,'Enable/Disable Attr and CustFlds feature flag for IGS. the first bit controls Attributes (0: disable, 1: enable), the second bit controls Custom Fields(0: disable, 1: enable)');
    3. Save the file.
  7. 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.
  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, 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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