Release Notes Oracle E-Business Suite

Version 2015.1

Desktop IU

Document Information

NOTICES

COPYRIGHT

Hubble® is a brand name of the insightsoftware.com Group. insightsoftware.com is a registered trademark of insightsoftware.com Limited. Hubble is a registered trademark of insightsoftware.com International Unlimited.

Other product and company names mentioned herein may be the trademarks of their respective owners. The insightsoftware.com Group is the owner or licensee of all intellectual property rights in this document, which are protected by copyright laws around the world. All such rights are reserved.

The information contained in this document represents the current view of insightsoftware.com on the issues discussed as of the date of publication. This document is for informational purposes only. insightsoftware.com makes no representation, guarantee or warranty, expressed or implied, that the content of this document is accurate, complete or up to date.

DISCLAIMER

This guide is designed to help you to use the Hubble applications effectively and efficiently. All data shown in graphics are provided as examples only. The example companies and calculations herein are fictitious. No association with any real company or organization is intended tor should be inferred.

VERSION HISTORY

The following table description here.

CUSTOMER SUPPORT

For more information regarding our products, please contact us at http://gohubble.com/.

For product support, please create a case with our Customer Support Department via our Support Portal, which is accessed at http://supportportal.insightsoftware.com/.

Date Revision Software Version Comments

7/22/2015 1.0 2015.1 First release for Hubble re-branding.

8/13/2015 1.1 2015.1 Additional requirement added

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CONVENTIONS USED

Throughout this document you will see words and phrases that appear in different formats and fonts. The following table describes the typographical conventions used in this document.

Item Convention Example

Bold in procedures, Titles Capitals. Menu names, commands on menus and buttons, titles of dialog, sections and boxes where you enter information.

Click Log Out.

Common button titles. First letter of button titles are capitalizied, except for the OK button, which is all capitalized.

OK and Cancel buttons on a confirmation dialog box.

Key names, key combinations and key sequences.

All Uppercase letters ENTERCTRL + TABCTRL + ALT+DELETE

Images clarify functionality being explained.

Italicized text indicate names of tables, etc.

Hyperlinks are used thoughout the document to point to resources that may be required or offer additional information about the task at hand.

Blue text with underlined. http://www.google.com

Important tables show important information that assist the user.

Tip or best practice.

Notes contain additional information for the user.

 

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The icons below are used in Hubble documentation to indicate type of user, experince and the ERP system applicable to the document and/or specific content inside a document.

Icon Type of User Icon Experience Icon ERP Type

Explorer Explorer users can consume content and contribute to planning.

Cloud JD Edwards

Power Power users can consume or create content, administer and contribute to planning.

Desktop Oracle

Designer Designer users can consume, create and extend content, as well as build, administer and contribute to planning.

Web PeopleSoft

AdministratorAdministrator users administer the Hubble Product.

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Contents

Document Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . i

Notices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .iCopyright . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .iDisclaimer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .i

Version History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .i

Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .i

Conventions Used. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ii

Chapter 1 - General Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Upgrading Information: Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Upgrade Information: Budgeting & Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Customer Support Assistance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Other General Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Chapter 2 - Upgrade Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

Database Script Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Recommendations for all clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Dynamic Flex Field Utilization in Oracle EBS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Other General Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Chapter 3 - Feature Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

General Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Branding. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Change to User Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Inside the Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6Ribbon Touch Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6Report Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

New Module: Payroll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Activate the Payroll Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Hierarchy Imports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

Budgeting for EBS R12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

Restrictions Lifted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

Administrator enhancement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9Change User Properties for Multiple Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Chapter 4 - Resolved Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Administrator & Technical Updates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Contents: Page 1

Budgeting Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Designer Express Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

General Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Module Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Scheduler Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Contents: Page 2

Chapter 1

General Information

UPGRADING INFORMATION: REPOSITORY

If you are upgrading from any version of insightunlimited/Hubble, please note that version 2015.1 requires a new license key. You will need to obtain a new License Key from Customer Support. Once this is received, please perform a replace in order to retain your License Assignments.

Prior to upgrading, be sure your Object Repository is backed up using your current version’s Administrator 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. The backup will be used to restore into the newer version of Hubble.

Additionally, 2015.1 requires Microsoft .Net Framework 4.5.2. Download Microsoft .NET Framework 4.5.2: https://www.microsoft.com/en-US/download/details.aspx?id=42642

2015.1 also requires you to have the Microsoft Visual C++ 2010 Redistributable Package installed on your machine. For additional details about this package, please see the MTRs for 2015.1. To obtain these files you can download from the provided links.

32-bit: http://www.microsoft.com/en-us/download/details.aspx?id=5555

64-bit: http://www.microsoft.com/en-us/download/details.aspx?id=14632

UPGRADE INFORMATION: BUDGETING & PLANNING

For clients with budgeting repositories, get a backup of the budgeting library/database/schema prior to upgrading. All upgrades, if running in parallel with your existing insightunlimited/Hubble version, require a new budgeting database to be created. You can restore into the new database from the backup.

For more information on upgrading your budgeting database, please contact Customer Support.

CUSTOMER SUPPORT ASSISTANCE

If you have any questions about upgrading, including installing multiple versions in parallel, please contact our Customer Support Department by creating a case on our Support Portal at the following location: http://supportportal.insightsoftware.com/.

For information regarding consultancy services or training, please contact your Customer Success Manager.

A 32-bit Hubble version is available upon request. However, because of its limited memory usage capabilities, we strongly encourage customers to use the 64-bit version.

General Information | Upgrading Information: Repository Chapter 1 - Page 1

OTHER GENERAL NOTES

1. Budgeting Forms, Designer Express reports and Standard Templates created using Designer Express are currently only supported on SQL Server, Oracle or AS/400 DB2 Databases.

2. For a full list of Minimum Technical Requirements and Prerequisites, please see the MTR & Prerequisite for 2015.1 document.

Chapter 1 - Page 2 General Information | Other General Notes

Chapter 2

Upgrade Information

DATABASE SCRIPT UPDATE

If you are upgrading your insightunlimited version to Hubble version 2015.1, you will need to follow a process by which a script is run over your database.

After running the script, you will need to confirm all Profile Connections in the Hubble Administrator application for 2015.1 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 updated with any new tables and views that 2015.1 uses.

RECOMMENDATIONS FOR ALL CLIENTS

It is highly recommended that clients switch to using Built-In Data Provider for their Data Connections. Issues have been reported with the Oracle Client Data Provider and ODBC Data Provider.

DYNAMIC FLEX FIELD UTILIZATION IN ORACLE EBS

If Dynamic Flex Fields are utilized in Oracle EBS, data may not be displayed as expected within Hubble. Please inform Customer Service if using Dynamic Flex Fields and inform them which tables and fields are being utilized.

OTHER GENERAL NOTES

1. Budgeting Forms, Designer Express reports and Standard Templates created using Designer Express are currently only supported on SQL Server, Oracle or AS/400 DB2 Databases.

2. For a full list of Minimum Technical Requirements and Prerequisites, please see the Hubble MTR & Prerequisite document for 2015.1.

Upgrade Information | Database Script Update Chapter 2 - Page 3

Chapter 2 - Page 4 Upgrade Information | Other General Notes

Chapter 3

Feature Enhancements

GENERAL ENHANCEMENTS

BRANDING

As part of the new company product strategy, the product previously known as “insightunlimited”, “Insight”, “Really Real Time Inquiry Suite”, “Inquiry Suite Enterprise Edition”, “GL Inquiry” and “Trial Balance by CatCode” will be branded simply “Hubble” as of the 2015.1 release. Accordingly, the user interface now reflects our united Hubble brand.

CHANGE TO USER TYPES

There are 3 Hubble user types:

1. Power - Previously known as Reporting users, Power users can consume or create content, administer and contribute to planning.

2. Designer - Designer users can consume, create and extend content, as well as build, administer and contribute to planning.

3. Explorer - Previously known as Console users, Explorer users can consume content and contribute to planning.

LOGIN

In 2015.1, the previous start menu items are dramatically slimmed down; instead of having 6 links, one for each application, there will now be a single unified login for 1 single product, Hubble.

After launching Hubble, you will sign on with your credentials. Users with access to only 1 application will be taken into that application directly. Users with access to more than 1 application, e.g. Console and Designer (DXD license), are offered the choice in the form of a drop-down menu. Viewer users will now enter the Hubble application as an Explorer user.

You can see what type of user you are signed in as by going to the About dialog.

Feature Enhancements | General Enhancements Chapter 3 - Page 5

Administrator and Scheduler are now accessed via the Login Form; the icons only appear in the upper right corner if the requisite license or application is installed:

INSIDE THE APPLICATION

There is no longer separate branding for Reporting, Console, Budgeting and Viewer; instead, the application is simply referred to as “Hubble”.

Web links for Support and our website are available in the About dialog.

Colors within Hubble have been unified, using a color from the Hubble color palette. You will see the change in colors in places like charting and in the Backstage View.

RIBBON TOUCH MODE

This functionality enables a Touch Mode for the ribbon bar, which changes the ribbon to be more usable in touch devices like tablets. This feature needs to be enabled by setting a capability in Administrator. To enable the feature, go to Advanced Capabilities. Navigate to the Touch Mode node (IS Inquiry settings > Options > Touch Mode), select the Enable Touch Mode Button option and activate Allow users to toggle touch mode for the desired user/role.

When the Enable Touch Mode Button capability is enabled, a button appears in the Home ribbon tab in the Options group. You can now press the Touch Mode button to toggle the ribbon touch mode on or off. The button areas are made larger and buttons are moved further away from each other to make them easier to access with fingers on high resolution smaller displays.

REPORT VARIABLES

Report variables provide the ability to create and manage report-wide variables, which are meant to be used in conjunction with other features. The first (and for now the only) usage of report variables will be in the report title. The variables can be of four different types (Text, Numeric, Date and Boolean) and their values can be controlled by filters.

Set up the variables by clicking on the Report Variables button on the Inquiry Objects tab. Once they are set up, you can control the current value of a variable by adding filters to the report. A user with a Configurator license can go to the Filter Layout window and add variables to the filter area. This can be done by dragging a variable from the new Variables group in the Available Filters & Controls to the Workspace Area. The other way to change the Current Value of variables is to use the Filter Selections dialog and change the values of variables in the Make Selections tab. When you open the Inquiry Title window, the available variables will appear under the Special drop-down menu. You can now add the variables to the title like you would do with any other Dynamic Selection.

Chapter 3 - Page 6 Feature Enhancements | Change to User Types

Here is an example title with a variable of each type:

NEW MODULE: PAYROLL

The new Payroll module empowers your Payroll administrator to create real-time reporting without IT intervention. The new templates provide the ability to analyze and interrogate Payroll information. With the ability to create summary reports, detailed reports and drill-downs, your Payroll staff will be empowered to answer business questions in minutes rather than days.

Included with this module are the following templates:

1. Payroll Costing - Transaction detail report showing the breakdown of the Payroll Costing with Employee information.

2. Payroll Run Balances - Report over the Payroll balances including PTD,YTD and ITD with Employee information.

3. Payroll Run Results - Transaction detail report showing the breakdown of the Payroll Run Process with Employee information.

A separate document with further detail and examples of each template can be made available upon request.

The Payroll module uses a lot of shared configuration with HR including security, hierarchies and People information within the templates.

ACTIVATE THE PAYROLL MODULE

In order to enable security and allow it to mirror EBS settings, it was required to use the seeded Oracle Secure Views. Due to constraints within the security logic, these views can only be accessed correctly using the APPS schema. As a result, the Payroll module requires an HR security connection in the profile that connects using the APPS schema.

If this connection is not provided, the Payroll module will be gray and will not be available for selection even if the repository has a PAY license.

If you are creating a new repository, you will need your standard connection to the Hubble schema plus an additional connection to the same database that uses the APPS user.

The profile wizard on the Oracle Connectivity screen now has an additional field for the HR Security Connection, which works for HR and/or Payroll. Here you will select the Connection with the APPS user.

At this point, the Payroll module can be selected if the repository has a PAY license.

Feature Enhancements | New Module: Payroll Chapter 3 - Page 7

HIERARCHY IMPORTS

All the standard Payroll templates have the ability to import the Organization and Position hierarchies from EBS. These can remain dynamic or can be updated by the user. The Hierarchy functionality works in a similar way as the GL segment hierarchies and the same as HR.

On the Import Standard Hierarchies screen, the user will select the relevant hierarchy they want to import.

Oracle allows multiple version of a hierarchy to be saved using effective dates; however only the most recent version of the hierarchy can be imported. The Hierarchy Import feature can only b e enabled on the new DX reports by a Hubble team member with a DEP license.

BUDGETING FOR EBS R12

Allowing you to put the “P” back into “ERP”, Hubble Budgeting introduces new capabilities that allow your organization to optimize the budget process. This is without the need for a separate database or Excel scalability, resulting in a real-time budgeting application for a whole organization.

The following features will help you reduce cycle time by more than 70%.

● GL Balances - Budgeting is directly integrated into the GL Balances Template, allowing you to leverage existing system knowledge and features.

● Workflow - With the ability to add Activities, Cycles, Participants and Approval Workflow, you will be able to build your business process with ease.

● Excel Modeling - Leverage Excel to construct robust models that can be imported into the solution for full automation.

● Scope - Add an additional restriction layer on top of the existing EBS security to stop users from entering data into accounts that do not fall under their responsibility.

RESTRICTIONS LIFTED

Smart Pivot now works with DX and Hierarchies.

The fields required in the standard templates to enable the Import hierarchies are based on the PER_ALL_ASSIGNMENTS_F table. The ORGANIZATION_ID is used for the Organization Hierarchy and the POSITION_ID is used for the Position Hierarchy. Both fields can be turned to a description using the code and description functionality.

If you are using the Budgeting functionality in Hubble, you need to run an additional script. This script creates a user/schema to be used with the budgeting component, granting relevant permissions to this user and the existing user/schema used for the Reporting capability in Hubble.

Chapter 3 - Page 8 Feature Enhancements | Budgeting for EBS R12

ADMINISTRATOR ENHANCEMENT

CHANGE USER PROPERTIES FOR MULTIPLE USERS

You now have the ability to change user properties over multiple users at one time in Administrator. By using the Edit command with more than one user, the dialog that appears allows you to change certain user properties for various users simultaneously.

This form shows the available user properties, which are a subset of the user properties that can be changed across multiple users at the same time. These properties are presented in the form of tri-state checkboxes. If a checkbox is checked/unchecked, it means that all the selected users have that option on/off. If a checkbox is dimmed, it means that some of the users have the option on while others have it off.

Feature Enhancements | Administrator enhancement Chapter 3 - Page 9

Chapter 3 - Page 10 Feature Enhancements | Administrator enhancement

Chapter 4

Resolved IssuesIn addition to the list below, 2015.1 also includes all fixes up to and including 2014.2 SP2.

ADMINISTRATOR & TECHNICAL UPDATES

● Details of License Key Server and Repository are now checked when a key is added.● All tables are now tested and results are returned for all tables regardless of failure in the

Run Test portion of the Profile Wizard. This allows for multiple problems to be fixed without needing to re-run the test.

● %UserDocuments% can now be used as a print output location to mean a user’s Documents folder in its current location.

● When deleting a user, the Confirmation dialog will default to NO, thus reducing the occurrence of accidental deletion.

● The default value of the Close All Inquiries capability has been changed to ON for all users.

BUDGETING UPDATES

● Multiple enhancements have been made to the Budgeting and Planning capability. Please see the Feature Enhancements chapter for further details.

DESIGNER EXPRESS UPDATES

● Power Pivot is now available for reports created with the Designer Express capability.

GENERAL UPDATES

● The Community Screen has become the Welcome Screen.● Web links for Support and our website are now available via the About dialog.● Sorting for calculated hierarchy rows functions correctly.● User Defined Filters are activated by default and are displayed under the Explorer (Console)

tab and function for all user types: Explorer, Power and Designer.● An exception error is no longer received when exporting to Microsoft Excel from the

Hierarchy dialog or the Query Assist dialog.● On systems with Microsoft Office is 2007 or above, Excel export should function without

error.● Bookmark text in PDF export will now reflect the code and descriptions setting on the report.

Resolved Issues | Administrator & Technical Updates Chapter 4 - Page 11

● A visual error is no longer encountered with Linking to certain inquiries containing hierarchies. This ensures that all hierarchy nodes display correctly.

● Hubble Desktop IU now supports High DIP devises such as Microsoft Surface tables and 4k resolution screens.

● A missing scrollbar now appears when editing a Calculation that contains a very large hierarchy.

● Improved behavior of report grid when editing Comment Columns.● Power Pivot is now available when a report contains a hierarchy.

MODULE UPDATES

● AR: The Invoice Details R12 (AR) template is now showing the Transaction Type Name, even for entries where the Set of Books ID has been left blank.

● HR: Added Concatenated Code Combination for DEAULT_EXPENSE_ACCOUNT in the HR People templates for 11i & R12.

SCHEDULER UPDATES

● Access to Scheduler has been updated. Please see the chapter on Feature Enhancements for further details.

● A new version of Scheduler is available. If using Scheduler, Scheduler 2.2.0 is required with Hubble Desktop 2015.1.

● The new Scheduler version 2.2.0 no longer creates a new connection every time Run As Tab is clicked on an Oracle database.

Chapter 4 - Page 12 Resolved Issues | Module Updates