InsightSoftware.com. for Oracle E-Business Suite

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1 for Oracle E-Business Suite Insight Version: SP2 for EBS Document Version: 1.0 Last Updated: July 19, 2012

2 Contents 1. General Information 3 Upgrading Information: Repository 3 Customer Service Assistance 3 2. Upgrade Information 4 Upgrading Information: Database Script Update 4 For clients upgrading from v9.0.2 or v9.0.2 SP1: 4 3. New Community Portal 6 Navigation 6 Tabs 7 4. New Templates 8 General Ledger (GL) 8 5. Resolved Issues 9 Administration/Technical Updates 9 General Updates 9 Module Updates 9 Scheduler Updates Further Information 11 Contacts 11 Technical Support 11 Notices and Disclaimer 11 Page 2 of 11

3 Upgrading Information: Repository If you are upgrading from an Insight version prior to v9.0.x, you will need to upgrade to the latest v upgrade build prior to upgrading to this current release. If you are upgrading from any version of Insight, please note that Insight may require a new license key. You will need to obtain a new License Key from Customer Services. Once this is received, please perform a replace in order to retain your License Assignments. For more information on upgrading, please refer to the v9 upgrade document or contact your Customer Support office. Prior to upgrading, please make sure your Insight Object Repository is backed up (using your current Administration Application). This backup is essential for all types of installs, whether you are installing this version in parallel with an existing previous version or, alternatively, as a new stand alone installation. Any upgrade to SP2 requires a new repository to be created. All previous repositories from V9.0.x and above used Microsoft.NET Framework 2.0. Insight SP2 now requires Microsoft.NET Framework 4.0. Therefore if upgrading from V9.0.x or higher you will need to backup your current production repository and then restore into a new repository created in SP2. This must be done in order to login to the SP2 version. Download Microsoft.NET 4.0 (Full Client): Customer Service Assistance If you have any questions about upgrading, please contact Customer Services or refer to the Administration and Configuration Guide. InsightSoftware.com s Customer Services Department can provide consultancy services and training on all aspects of the Insight application, including installing multiple versions in parallel to help you upgrade between the Insight versions. For more information about consultancy or training requirements, please John Brooks (john.brooks@insightsoftware.com). Page 3 of 11

4 Upgrading Information: Database Script Update If you are upgrading from an Insight version prior to SP2, you will need to follow a process by which a script is run over your Oracle Database. After running the script you will need to confirm all Profile Connections in Insight Administrator for SP2 are using the correct username and password. (The new database script allows a unique username to be used. Please check with your DBA to get the correct username credentials to use in the Data Connections). You will then have to run through the Profile so it can update with any new tables and views that SP2 uses. Please note: This should be done in conjunction with an InsightSoftware.com customer service representative who will provide you with the relevant script for your Oracle Database. Recommendations for All Clients: It is highly recommended that clients switch to using the Built In Data Provider for their Data Connections. Issues have been reported with the Oracle Client Data Provider and ODBC Data Provider. For clients upgrading from v9.0.2 or v9.0.2 SP1: Some profiles generated in v9.0.2 SP1, when upgraded to SP2 were losing the profile setting GL Parent Segment Filter Support. As part of the upgrade process, the client must run through the Profile Wizard prior to Insight login. During this process, please re-enable this setting. Customized captions created in v9.0.2 and v9.0.2 SP1 for totals and grand totals are lost upon upgrading. These can be re-entered and will be retained permanently when the inquiry is saved. Customized titles created in v9.0.2 and v9.0.2 SP1 are lost on upgrade. These can be re-entered and will be retained permanently when the inquiry is saved. Page 4 of 11

5 Dynamic Flex Field Utilization in Oracle E-Business Suite If Dynamic Flex Fields are utilized in Oracle EBS, data may not display as expected within Insight Reporting. Please inform Customer Service if using Dynamic Flex Fields and inform them which tables and fields are utilized. Page 5 of 11

6 We released our new Community Portal with SP1 which has been available as of April However, as a recap for many of our customers, we are providing the information here once again so you can be In the Know! Our Community Portal is your connection to other Insight customers and your gateway to everything Insight, from your Customer Support cases to product documentation to training videos to software release information. You can ask questions here (or even answer one for other customers!) and even make product suggestions. Navigation By hovering over the Insight home page, the navigation menu appears, allowing you to go back, forward, refresh the screen and return to the home page: Page 6 of 11

7 Tabs Home Do a search over the entire Community Portal from here. You can also view/edit your profile and logout here. Cases - Create/open/view/search your own Customer Support cases. Knowledge Find extensive product documentation that is divided into 3 areas: Insight Fundamentals Online help in Question & Answer format with links to related topics. Learning Center All training-related documentation including Training Guides, Practice Activities and videos demonstrating specific software features. Virtual Support Team Questions as raised by customers, along with their corresponding answers, are posted so that other customers can troubleshoot themselves when seeking solutions to similar topics. Suggestions Contribute your thoughts and suggestions about our products and our company. You can also provide comments on other customers ideas and rate comments. Great ideas can be promoted to be future product enhancements! Answers Ask questions to the Insight community and/or provide answers to other customers questions. Particularly helpful questions & answers here can be promoted to the Knowledge tab to be included in Insight Fundamentals. Content Search our extensive library for ebooks, software user guides, Best Practice Guides, release notes, videos, and more! News Learn about the latest happenings at Insight. Page 7 of 11

8 General Ledger (GL) Transactions AP Plus Non-AP 11i: Template combines transaction level detail from AP and GL including AP invoice information. Also allows display of any Journal Entry. Common uses: drill target from GL Transactions Summary.. Transactions AP Plus Non-AP R12: Template combines transaction level detail from AP, GL and SLA including AP invoice information. Also allows display of any Journal Entry. Common uses: drill target from GL Transactions Summary. Page 8 of 11

9 In addition to the list below, SP2 also includes all fixes up to and including SP1. For a complete listing of resolved issues in SP1, please refer to the Release Notes pertaining to that release. Administration/Technical Updates Additional functionality was provided for the running of a report in that you can now cancel a report before records are being retrieved from the database. Pre-Req: You must be using the built in provider data connection option in the Admin Tool. The Oracle database Script file now allows for the creation of a username as well as default and temporary tablespaces. Oracle database script now properly takes into account tables with variable sizes declared as smaller than actual size. When configuring the Profile Wizard the views for Purchasing are now created successfully. General Updates Date Filters will now return data correctly through the end date range defined. When drilling down on a hierarchy label node you are correctly displayed all the relevant children records that roll up into that parent node. On a hierarchy, the roll up nodes are now displaying descriptions correctly and not showing the previous, next or last node's description for all nodes. Worksheet Name is now properly saved for the Report Pack and used when exporting to Excel. EBS version restrictions adjusted to enable reports to open as expected post upgrade to for both 11i and R12. Module Updates AR: Drilling from Invoice Details R12 to Invoices by GL Segment template no longer throws an error. AR: Aged Debt As Of template now opens successfully after upgrading for both EBS 11i and r12. AR: Aged Debt As of Template now shows correct Outstanding Amount and Amount Adjustment. AR: QBE for Line Type in Invoice Details 11i/R12 Template now works and returns data correctly. Page 9 of 11

10 FA: Fixed Asset values now display correctly in Asset Listing, Asset NBV Schedule and Depreciation Details Templates when an asset has been reclassified. FA: Asset NBV Schedule now produces more accurate results, however on 11i databases or older Oracle databases, performance of returning records could be affected. GL: SubAccount Description appears correctly on GL Balances R12 Template. GL: GL reports now successfully open as expected post upgrade to for both 11i and R12. LM: Many columns from the Contract Header table have been added and are now available in the Lease Payments Template. PA: AP_SUPPLIERS table has been added to Expenditure Details by GL Code Template. POP: Approver Name now appears correctly on all POP Templates. POP: For both 11i and R12 EBS Versions, the Purchase Order Module's templates now have the ability to display the item number. POP: User can use conditional calculations in the Matching Template successfully even when FOA is a selected value. Scheduler Updates When scheduling a task using Insight Scheduler you can now see all the relevant Profiles and schedule the task successfully. Insight Scheduler no longer requires.net 2.0. Its sole requirement is.net 4.0 Full Version. Insight Scheduler tasks now complete successfully with reports containing hierarchies that have no data for children nodes. Page 10 of 11

11 Contacts For more information regarding our products, please contact us at: Web Technical Support For Technical Support, please access the Customer Support Center: Web Link Notices and Disclaimer Insight Reporting, Insight Budgeting, Insight Console, Insight Designer Express, Insight Reconciler, Insight Administrator, Insight Scheduler and GL Inquiry are trademarks of InsightSoftware.com Limited. InsightSoftware.com is a registered trademark of InsightSoftware.com Limited. Oracle, JD Edwards, JD Edwards EnterpriseOne, JD Edwards World and Oracle E-Business are registered trademarks of Oracle Corporation. Other product and company names mentioned herein may be the trademarks of their respective owners. The information contained in this document represents the current view of InsightSoftware.com on the issues discussed as of the date of publication. InsightSoftware.com cannot guarantee the accuracy of any information presented after the date of publication. This document is for informational purposes only. InsightSoftware.com makes no warranties, expressed or implied, in this document InsightSoftware.com Limited. All rights reserved. Page 11 of 11