IBM Rational Portfolio Manager 7.1.1.2 Interim Fix 007 Readme for Windows

This document contains system requirements information and installation instructions for IBM® Rational® Portfolio Manager®, Version 7.1.1.2 Interim Fix 007 for Microsoft Windows. It also contains information about contacting IBM Rational Software Support.

Contents

Description

This is the seventh 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 007, you will also get all the fixes delivered in the previous interim fixes.

Note: The streaming middleware mechanism is available. For more information, see http://www-01.ibm.com/support/docview.wss?&uid=swg27015629.

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 007 is documented as a technote and is available at http://www.ibm.com/support/search.wss?rs=2178&tc=SSRR2G&q=RN7.1.1.2iFix007new&rankprofile=8.

Problems Solved

Table 1. Problems addressed in Rational Portfolio Manager 7.1.1.2 interim fix 007
APAR/ Defect Number Description
PK82530 Client update process in RPM 7112 requires a recycle of middleware. For more information, click here
PK78477 Local attribute filters cannot be moved to a attribute folder group
PK92061 EConvertError -'YYYY-MM-DD' not a valid date when clicking on Projects General Information tab using RPM 7112 ifix006 Client
PK86987 RPM Layout in Fiancial portlet of WBS element is disappered
PK82410 Res. Mngmnt view does not display consistent data for "Assignments by Project" filter
PK75126 RPM Discrepancy of WBS estimate in time-phased
PK39227 In the "Resource Management" view with "Assignments by Project" filter Work contour doesn't show workin hours
PK59713  INTERNAL EXCEPTION ERROR USING INVALID LOGON PASSWORD

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 007

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-007
    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-007\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-007\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:

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