IBM Rational Portfolio Manager 7.1.1.2 Interim Fix 004 Readme for Windows

This document contains system requirements information and installation instructions for IBM® Rational® Portfolio Manager, Version 7.1.1.2 Interim Fix 004 for Microsoft® Windows®. It also contains information about contacting IBM Rational Software Support.

Contents

Description

This is the fourth 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 004, you will also get all the fixes delivered in the previous interim fixes.

Note: The middleware streaming feature introduced in Rational Portfolio Manager 7.1.1.2 interim fix 003 is not included in Rational Portfolio Manager 7.1.1.2 interim fix 004.

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

This section describes the new features delivered in Rational Portfolio Manager, version 7.1.1.2 interim fix 004.
Table 1. New features in Rational Portfolio Manager 7.1.1.2 interim fix 004
New Feature Description
Investment Map bubble displays the Project Manager name and Project Reference number The Investment Map now displays the Project Manager name and Project Reference number as part of project information. For more information, click here.
Edit Note window in the Timesheet view supports 1000 single-byte (English) characters The Edit Note window in the Timesheet view now supports the entry of summary notes up to 1000 single-byte characters (such as English) or 333 double-byte characters (such as Chinese and Japanese). For more information, click here.
Additional filters in the Timesheet view to refine task display To optimize the result set received from the existing six filters, four additional filters are added to the Timesheet view. Apply the new filters along with the existing filters to refine the result set. For more information, click here.
API loads data in the URL fields in the project description settings You can use API to load data in the URL fields (URL 1, URL 2, URL 3, URL 4 and URL 5) in the project description settings. For more information, click here.
The new features delivered in Rational Portfolio Manager, version 7.1.1.2 interim fix 004 are documented as individual technotes and are available at http://www.ibm.com/support/search.wss?rs=2178&tc=SSRR2G&q=RN7.1.1.2iFix004new&rankprofile=8

Problems Solved

Table 2. Problems addressed in Rational Portfolio Manager 7.1.1.2 interim fix 004
APAR Description
PK58657 The disabled administrative or personal tasks cannot be removed from the Timesheet view.
PK68281 If you do not have project visitor rights, you cannot view task identification data when using API scripts.
PK69085 The Timesheet Pivot does not display correct start and finish dates for Week 1 and Week 53.
PK78997 The applyifix.sh script stops when migrating to Rational Portfolio Manager 7.1.1.2 interim fix 003 on HP-UX platform.
PK79141 The Timesheet view and Timesheet Pivot do not display time codes for tasks.
RATLC00261121 If you try to access the Scorecard Pivot from the Investment maps, the Scorecard Pivot is not available.
RATLC00261950 The Resource Supply and Demand pivot does not display information in the Competency, Skills and Skills Proficiency columns.

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 004

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-004
    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-004\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-004\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 Rational Portfolio Manager Open Data Access solution provides several fixes and replaces the Rational Portfolio Manager Data Warehouse feature introduced in Rational Portfolio Manager release 7.1.0.0. The open data access solution facilitates access to data stored in Rational Portfolio Manager databases, through the creation of an external normalized model database that has a publicly documented schema. For more information about this solution 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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