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Planview Customer Success Center

Enterprise One Version 17 Update 11 Patch 3

This controlled release is applicable for Planview Enterprise One release 17 Update 11 Only.

 

Resolved Issues for Portfolio Resource Management 17 Update 11 Patch 3:

Released:  02/20/2020

  • 00247417 - Updated the Resources > Assignment Graph > assignment profile page for reserves and allocations to prevent the profile finish date from being deleted.  Prior to this fix, deleting the date and then adding a new date would result in the new date moving to the prior working day.

Resolved Issues for Capability and Technology Management 17 Update 11 Patch 3:

There are no changes to Capability and Technology Management for E1 17.11.3 release. 

Resolved Issues for Portfolio Resource Management 17 Update 11 Patch 2:

Released:  02/12/2020

  • 00248146 - An issue with a missing parameter encountered when creating a new job stream under Administration >> System Configuration >> Job Stream Management and adding a “Financial Plan Load” job has been corrected.
  • 00238749 - A project manager with a role that has the feature "Edit Work Rates" enabled will now be able to to access the Override Role Rates process.

Resolved Issues for Capability and Technology Management 17 Update 11 Patch 2:

  • 00231118, 00243853 - Fixed an SSRS report issue with E1-SSO environments where the reports were only available to the pvmaster user in CTM. 

Resolved Issues for Portfolio Resource Management 17 Update 11 Patch 1:

Released:  01/16/2020

  • 00242573 - With this release we have improved the speed at which you can read attributes from the attribute service by reducing the number of times we query the metadata tables and by grouping reads by entity.
  • When using the Reserve Profile page (accessed from the Assignments Graph and My Scheduled Assignments tile), we resolved an additional bug where extra records (sometimes with zero effort profiles and the wrong dates) were incorrectly added.  This occurred when client machine time zone setting was different from server.

Resolved Issues for Capability and Technology Management 17 Update 11 Patch 1:

There are no changes to Capability and Technology Management for E1 17.11.1 release. 

Backup Procedure:

Database: Back up the Planview Database and the \midtier\admin directory.

Web Server:  Backup the entire Planview\MidTier\WebServer directory.  

Note: The Web Server installer will merge any new web.config and Planview.Scheduler.exe.config settings with the custom settings entered by customers. The installer will save a copy of the existing web.config file as Web.config<date> in order to refer to the custom settings before the last update.

Planview Database Installation and Upgrade Instructions

NOTE:  There are no database changes for 17.11.3; if you've already applied 17.11.2, then there is no need to reapply this section.

  1. Run PRM17.11.2AdminToolsSetup.exe on an Administrator’s client workstation or any server that has the Admin Tools installed. Set the destination directory to one level above the DBA folder (usually c:\planview\admin).
  2. From the /admin/dba directory, edit the RunUPDATE_PRM17_to_PRM17_11_2.bat file and populate with the appropriate Planview database values.
  3. Execute the RunUPDATE_PRM17_to_PRM17_11_2.bat file to update the Planview database.

Note: Oracle customers will encounter an "INSERTXMLAFTER": invalid identifier errors during the database upgrade process. This is an Oracle identified bug that has been addressed in an Oracle patch. This error will only affect Ideation Management customers. If you are not an Ideation Management customer, then this error can be ignored. If you do use Ideation Management, then the database server will need to upgrade to 11.1.0.7 or higher.

This completes the Planview database portion of this installation.

Planview Web Server Platform Installation Instructions:

Run PRM17.11.3WebServerPlatformSetup.exe on the Web Server. The target path is set automatically based on registry settings entered during the initial Planview Enterprise One – Portfolio and Resource Management release 17 installation.

This completes the web server portion of this installation.

Recovery Procedure:

Web Server:  

a.    Stop all Planview Services.

b.    Stop the World Wide Web Publishing Service.

c.    From the \webserver\AdminTools directory, Edit the UnregisterAssemblies.bat by replacing %1, throughout the file, with the Planview directory path (i.e., C:\Planview\Midtier\Webserver).

d.    Run the UnregisterAssemblies.bat.

e.    Replace the backup of the entire \webserver directory.

f.     From the \webserver\AdminTools directory, edit the RegisterAssemblies.bat by replacing %1, throughout the file, with the Planview directory path (i.e., C:\Planview\Midtier\Webserver).

g.    Run the RegisterAssemblies.bat.

h.    Restart all Planview Services and the World Wide Web Publishing Service.

i.      At this point, the restore of the Web Server is complete.

 Changes to Environment:

For the components listed in the Backing Up Planview Enterprise Components section of this document, changes are logged in the following files. Note: The paths to the files are based on a default installation. If you change the location of Planview Enterprise components during an install, the paths noted in this section will not be applicable.

Database: Review the 17.11.2000Administration Tools.log one level above the DBA directory.

Web Server:  Review the 17.011.3000WebServerPlatform.log one level above the Webserver directory.

CTM Patch Installation Instructions

Unzip CTM17Update11Patch2.zip file and copy update-17.11.2.zip to a local directory on the CTM application server.

Update Capability and Technology Management server

  • Stop all CTM services
    • CTM Server Service
    • CTM uaa Server
    • CTM gateway Server
  • Unzip update-17.11.2.zip into the /[CTM_Home]/17_0_0/utils directory on the CTM server. You should have the following files: 
    • update-17.11.2.tma
    • setup.sh
    • setup.bat
  • From the /[CTM_Home]/17_0_0/utils directory, run setup.bat or ./setup.sh depending on your operating system. 
  • Restart all CTM services 

Note: When the update is complete, you can remove the files or leave them in place. Future updates will overwrite the files from this update.

If you have any questions or require further assistance, please call Planview Customer Care at (512) 346-8460.