IBM Rational Portfolio Manager 7.1.1.2 Interim Fix 005 Readme for Windows

This document contains system requirements information and installation instructions for IBM® Rational® Portfolio Manager, Version 7.1.1.2 Interim Fix 005 for Microsoft® Windows®. It also contains information about contacting IBM Rational Software Support.

Contents

Description

This is the fifth 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 005, you will also get all the fixes delivered in the previous interim fixes.

Note: The streaming middleware mechanism is implemented in Rational Portfolio Manager 7.1.1.2 Interim Fix 005. For more information, click here.

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.

New Features

The new feature delivered in Rational Portfolio Manager, version 7.1.1.2 interim fix 005 is documented as an individual technote and is available at http://www.ibm.com/support/search.wss?rs=2178&tc=SSRR2G&q=RN7.1.1.2iFix005new&rankprofile=8

Problems Solved

Table 1. Problems addressed in Rational Portfolio Manager 7.1.1.2 interim fix 005
APAR/ Defect Number Description
PK24058 The Employee code and Department code in the Employee information portlet is expanded to support 20 single-byte (English) characters. For more information, click here.
PK44770 Deliverable Elements (f) and Project Deliverable Detail Pivot reports display incorrect aggregate amounts. For more information, click here.
PK65586 The Security settings in a personal calendar does not work to control the editing of calendar exceptions.
PK68886 The Assigned column in the Resources band in the Work Management view does not display the names of the assigned profiles.
PK72581 Unable to change the Percent Duration Complete (%DC) for milestones.
PK75521 The Scorecard map does not indicate the scorecard color in amber when required.
PK75795 Attaching a new document to a task that already has a document attached to it and checking in the changes displays unhandled exception error messages.
PK76016 The Resources band in the Work Management view does not display the names of the task assignees.
PK76380 Attempting to change the start or finish dates for a task assignment displays an error message.
PK78845 The date and time format for scope elements is not consistent in all views.
PK79154 In Rational Portfolio Manager 7.1.1.2 interim fix 002, theSP Call parameters are missing in the SP call log entries.
PK79213 Unable to view the previously published versions of scorecards in Scorecard maps.
PK79253 The performance of My Portal in Rational Portfolio Manager 7.1.1.2 interim fix 002 is relatively slow when compared its performance to Rational Portfolio Manager 7.0.6.6.
PK79859 Significant drop in overall performance after migrating to Rational Portfolio Manager 7.1.1.2 interim fix 003.
PK79914 Expanding a folder in the Document template view results in slow performance.
PK80270 The project health color is not displayed correctly in reports.
PK81938 In the General Health pivot, data is missing in many columns when PIVOT_GH_MM_CALCULATION_FLAG is zero.
PK83114 The Multi Reporting Templates do not display data for Resource Utilization dataset.
RATLC00261397 When a Portfolio folder contains a project or a proposal with only one currency value, the Aggregate Portfolio option displays that multiple currencies are available.
RATLC00261561 When a portfolio folder has a sub-portfolio folder(s), the Aggregate Portfolio option displays incorrect amounts for non-US currency.
RATLC00263642 When exceptions are added to the system calendar in the Application administration area, the CALENDAR_DAY_OF_YEAR rows are not updated in Rational Portfolio Manager.
RATLC01469743 In the Scope management view, when you copy content from a text file and paste it in a rich text format field, you get an Access Violation error message.

Known Problems

The known problems are documented as individual technotes and are available at http://www.ibm.com/support/search.wss?rs=2178&tc=SSRR2G&q=RN7.1.1.2&rankprofile=8. As problems are discovered and resolved, the knowledge base is updated and maintained with new information. By searching the knowledge base, you can quickly find workarounds or solutions to problems.

Prerequisites for installing Rational Portfolio Manager, version 7.1.1.2 interim fix 005

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
    • Rational Portfolio Manager database SYS user password
    • Connected user and password, if applicable

Installing Rational Portfolio Manager, version 7.1.1.2 interim fix 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. OPTIONAL - Installation of IBM Rational Portfolio Manager Open Data Access solution.
  5. Restart Rational Portfolio Manager.
Important: Installing the Rational Portfolio Manager Open Data Access solution is optional. You can install the open data access solution only after applying the interim fix.

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-005
    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. For example, C:\Applications\RPM\7.1.1.2-RATIONAL-RPM-Windows-iFix-005\Database\DB2
    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-005\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. Run the following command, substituting the actual values for database name, instance owner, instance owner password, connected user (if applicable) and connected user password (if applicable):
    applyIFix.bat <database_name> <instance_owner> <instance_owner_pwd> <<connected_user>> <<connected_user_password>>
    Note: Parameter <<connected_user>> and <<connected_user_password>> are 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.
  6. Verify that the applyIFix.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.
  7. To verify if the application of the interim fix was successful, in the db2cmd window, perform the following steps:
    1. If instance owner credentials were provided in step 5, then 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. If connected user credentials were provided in step 5, then connect to the database using the following command (supply the actual values for database name, connected user, and connected user password):
      db2 connect to <database_name> user <connected_user> using <connected_user_pwd> 
    3. 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.
    4. 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. Apply the interim fix according to the database scenario applicable.
    1. In an Instance owner scenario, 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
    2. In a Connected user scenario, run the following scripts:
      applyIFix.bat
      verify_con_user.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
      • Rational Portfolio Manager connected user name
      • Rational Portfolio Manager connected user password
      • Rational Portfolio Manager database SYS user 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. 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. OPTIONAL - Installation of IBM Rational Portfolio Manager Open Data Access solution

The open data access solution facilitates access to data stored in Rational Portfolio Manager databases, through the creation of an external database that has a publicly documented schema. For more information about the feature and installation instructions, click here.

5. 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:

Notices and trademarks

© Copyright IBM Corporation 2000, 2009. All Rights Reserved. U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

This information was developed for products and services offered in the U.S.A. IBM may not offer the products, services, or features discussed in this documentation in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-IBM product, program, or service.

IBM may have patents or pending patent applications covering subject matter described in this documentation. The furnishing of this documentation does not give you any license to these patents. You can send license inquiries, in writing, to:

IBM Director of Licensing
IBM Corporation
North Castle Drive
Armonk, NY 10504-1785
U.S.A.

For license inquiries regarding double-byte (DBCS) information, contact the IBM Intellectual Property Department in your country or send inquiries, in writing, to:

IBM World Trade Asia Corporation
Licensing
2-31 Roppongi 3-chome, Minato-ku
Tokyo 106, Japan

The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OR CONDITIONS OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you.

This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice.

Any references in this information to non-IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk.

Licensees of this program who wish to have information about it for the purpose of enabling: (i) the exchange of information between independently created programs and other programs (including this one) and (ii) the mutual use of the information which has been exchanged, should contact:

Intellectual Property Dept. for Rational Software
IBM Corporation
20 Maguire Road
Lexington, Massachusetts 02421-3112
U.S.A

Such information may be available, subject to appropriate terms and conditions, including in some cases, payment of a fee.

The licensed program described in this documentation and all licensed material available for it are provided by IBM under terms of the IBM Customer Agreement, IBM International Program License Agreement or any equivalent agreement between us.

Trademarks and service marks

The following terms are trademarks of International Business Machines Corporation in the United States, other countries, or both:

Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both.

Other company, product, or service names may be trademarks or service marks of others.