IBM. Release Notes. IBM Emptoris Contract Management SaaS GI

Transcription

1 IBM Emptoris Management IBM Release Notes SaaS GI

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3 IBM Emptoris Management IBM Release Notes SaaS GI

4 ii IBM Emptoris Management: Release Notes

5 Copyright Note: Before using this information and the product it supports, read the information in Notices on page 37. Copyright IBM Corporation 2012, All rights reserved. Copyright Emptoris 1999, All rights reserved. US Government Users Restricted Rights - Use, duplication or disclosure restricted by GS ADP Schedule with IBM Corp. Copyright IBM Corp. 2012, 2016 iii

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7 Contents Copyright iii Chapter 1. Introduction Chapter 2. What's New in December Release New Features and Enhancements Better User Experience New features in Editor Enhancements in the Data Transport feature... 7 Enhancements in Bulk Load Utility Enhancements in the Reporting Module Authentication by using IBMid Other Enhancements Chapter 3. Resolved Issues in December Release Chapter 4. Open Issues Chapter 5. Known Limitations Chapter 6. Tips and Troubleshooting 27 Chapter 7. Data Transport Compatibility 29 Chapter 8. Supported Languages Chapter 9. Suite Compatibility Matrix 33 Chapter 10. Upgrade Compatibility Matrix Notices Copyright IBM Corp. 2012, 2016 v

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9 Chapter 1. Introduction This document provides information about new features, resolved issues, open issues, supported languages, and the compatibility matrices for IBM Emptoris Management in the December SaaS release. Emptoris Strategic Supply Management Platform For information about the major features and enhancements, resolved issues, and open issues in the IBM Emptoris Strategic Supply Management Platform, see the IBM Emptoris Strategic Supply Management Platform SaaS Release Notes. For all Administrative functions of the Emptoris Strategic Supply Management Platform, refer to the IBM Emptoris Strategic Supply Management Platform Administrator Guide. System requirements For information about system requirements, refer to the following documents. v IBM Emptoris Suite Server System Requirements v IBM Emptoris Suite Client System Requirements Copyright IBM Corp. 2012,

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11 Chapter 2. What's New in December Release This section lists the major features and enhancements that are provided in the Emptoris Management December SaaS release. New Features and Enhancements This section lists the major features and enhancements that are provided in the Emptoris Management December SaaS release. Better User Experience This section includes information on the enhancements to ensure a better user experience in the December SaaS release. Mass actions Some of the existing mass actions are enhanced for better user experience. Users can now run the following mass action jobs by using the Global Search page: v Add comment v Add contract to folder v Amend v Change primary contact v Delete v Download contracts v Execute v Export v Request review v Recall v Present v Update Substatus v Unlock A mass action job is run synchronously if the number of selected contracts is less than the value that is configured in the maximum.group.contracts.count property. If the number of selected contracts is more than the configured value, a job is submitted for the mass action. In case of a synchronous job, the selected contracts are validated and the validation messages are displayed before the job is run. For submitted jobs, the warnings and errors that are encountered during the job run are included in the result.text file. Note: You can select a maximum of 1000 contracts for delete contracts, create amendments, and update substatus mass actions. For rest of the mass actions, the maximum number of contracts that can be selected is 10,000. Additionally, users can now select the required contracts and export them to an Excel (*.xlsx) file. Copyright IBM Corp. 2012,

12 View submitted jobs Users can access the Submitted jobs page from Shortcuts > Submitted jobs. The Submitted jobs page displays the list of jobs that are submitted by the currently logged in user. You can click a job to view the details of the job and its status. The submitted jobs list includes the following details: v Job name v Job ID v Current status of the job v The time when the job is submitted v Number of jobs that are pending in the mass action New features in Editor This section includes information on the enhancements made in the Editor in the December SaaS release. New features in Editor The Editor includes the following new features: v Support for redline author and date/time stamp The Editor > Language tab now displays redlines for edits in the contract along with the date and time stamp. v Better formatting when contract summary is exported to.pdf documents. The contract summary now includes the organization's branding and color. The formatting of the document is enhanced with support for blank sections and center-aligned section headers. When a contract is exported, the blank sections are not included in the PDF document. New search filter added Keyword is added as a new search filter in global contract search. You can run a query to search for keyword locations from the global contract search box in the Home page. The search results include the specified contract locations on which you have Read permissions. The search result includes the instances that contains the keyword that you have specified. The result also includes the number of instances the keyword is found in the specified contract locations. Keyword search in contract locations You can specify locations in contracts to search for a particular keyword by using global contract search. The result that is displayed includes the instances that contains the keyword that you have specified. The result also includes the number of instances the keyword is found in the specified contract locations. You can click on each entry in the Results page to go to the specific location in the contract. Note: The keyword that you enter can be a word or a phrase. The following keyword locations are currently supported: v properties For properties, the keyword location search results include the following: 4 IBM Emptoris Management: Release Notes

13 name number title v language For contract language, the keyword location search results include the following: title title in language is not supported for filed contract, filed amendment, and quote. Clause title Clause body Header Footer Language attachments Note: If a keyword text is present in a clause, contract title, header, or footer, only the contract title and clauses are displayed in the search results as the keyword locations. If a keyword text is not present in a clause and contract title, but present in the language document, the header and footer are displayed in the search results as the keyword locations. v Notes v Attachments For attachments, the keyword location search results include the following: Attachment name Attachment content The following attachment types are supported: Word (.doc,.docx,.rtf) Plain Text Excel (.xls,.xlsx) PowerPoint (.ppt,.pptx) Project (.mpp) Adobe PDF (.pdf) Plain text files (.txt,.csv) v terms For terms, the keyword location search results include the following: String When you enter a string in the keyword field, the search results include the contract terms that contains the specified string. Date When you enter a date in the keyword field, the search results include the term dates that have a value that equals your input. Number v Parties When you enter a number in the keyword field, the search results include the term numbers that have a value that equals your input. Note: The date and number that you enter must be in the format that is set in the user preferences in Emptoris Strategic Supply Management Platform. If the date or the number that you enter is not in the format that is configured in user preferences, your input is treated as a text search. Chapter 2. What's New in December Release 5

14 For Parties, the keyword location search results include the following: Internal parties Internal contacts External parties External contacts New Search tab in Editor A new Search tab is added in the Editor. The keyword location search results include links to the relevant contract locations. Users can click the contract link provided in the individual search result to open the contract in the Editor > Search tab. You can perform the following optional steps from the Search tab: v Modify the keyword or specify a new one in the Search keyword text box. v Click Reset to clear the search results and the specified keyword in the Search keyword text box. When users enter a keyword in the Search keyword text box, only the selected contract is searched for the updated keyword. Support added to search for blank terms in a contract On the Terms tab, you can search for blank terms within a contract by using filters to identify specific terms. Select the Show only blank terms within check box and specify the filters from the drop-down list identify the terms that have to be filled out in a contract. You can use any of the following filters to identify specific terms: v All terms v All mandatory v Mandatory for both present and execute v Mandatory for execute New configuration property added to accept or reject redlines Users can configure the new contract.language.creation.accept.redlines property to accept or preserve redlines while creating a received contract or a received amendment. The default value is Yes. Users can configure this property from Administration > Application > System Settings > Properties > Language. New control to approve or reject a locked contract Users can now approve or reject a contract even if the contract is in open state or is opened by another user. To approve or reject a contract that is locked, you must have the Allow users to edit contract during approvals option disabled. The Allow users to edit contract during approvals option is present in System Settings > Language area. If the Allow users to edit contract during approvals option is enabled, users cannot approve or reject a locked contract. 6 IBM Emptoris Management: Release Notes

15 The mobile task completion link added in the task reminder notifications The mobile task completion link can now be added in the task reminder notifications in addition to the task notifications. Users can click on the link to launch the mobile task completion page and specify their action. New features and enhancements in contract attachments v New property to specify attachment visibility The attachment.visibility.default property is added to specify if attachments in a contract are available to all parties or only to internal parties. If the property is configured to be visible to external parties and an attachment is added before contract execution, users cannot delete or update the property after the contract is executed. Users must have the Update Executed > Perform permission to modify the properties of an executed contract. v Attachment Class is added as a new value list Users can now specify a class for attachments so that the attachments of the same class in a contract are grouped together. The value for the attachment class can be added in Administrator > Value Lists > Attachment Class page. When the attachment class is added, the values for the Attachment Class drop-down list are available for selection while adding an attachment to a contract. Once the attachments are classified, users can view attachments in a contract by selecting the attachment class. The default value for attachments is blank. For attachments on existing contracts, users must add the relevant attachment class if required. v Option to specify start date and end date for attachments The start and end dates for an attachment can be used by users to know the validity period of an attachment. Note: The start date and end date fields are added only to provide information of the validity period and they do not have any associated workflows. v Attachment description You can enter a description about the attachment. The maximum limit of characters for the description is Enhancements in the Data Transport feature This section includes information on the enhancements made in the Data Transport feature in the December SaaS release. Support for additional components You can now transport the following additional components between the source and the target systems by using the Data Transport feature: v Approvals v Interview Designs v Step Designs Approvals Approvals are transported as primary components. Chapter 2. What's New in December Release 7

16 When you transport an approval rule or a ruleset, the following dependent components are transported along with it: v Term Definitions v Organizations v User groups Note: When you transport a ruleset, all the rules in the selected ruleset and the rulesets that are sequenced before the selected ruleset are transported along with it. For more information, refer to the Approvals section in the Management System Admin Guide. Interview Designs Interview designs are transported from the source system to the target system as primary components. When you transport an Interview Design, the following dependent components are transported along with it: v template v Associated organizations v Step designs For more information, refer to the Interview Designs section in the Management System Admin Guide. Step Designs Step designs are transported from the source system to the target system as primary components or as dependent components. When you transport a Step Design, the following dependent components are transported along with it: v Class v Template v Clause Template v Line Definition v Internal Organization v Relationship Type v Term Definition v Value Lists For more information, refer to the Step Designs section in the Management System Admin Guide. Reporting enhancement for Data Transport The following enhancements are done in Data Transport reports: v Transport summary report now includes the total number of parent objects transported along with dependency transport count. v Transport report includes the details about the dependent objects, such as success and failure counts. 8 IBM Emptoris Management: Release Notes

17 v Localized strings in detailed report. v The following columns are added in the report: Object reference Parent object reference Action v The report now contains error details for the failed objects and their dependent objects. New property added in ecm.properties The transport.tx.timeout.second= property is added for the transport of the Approvals component in the Data Transport feature. The default value for the property is 60 minutes. Users can increase the value, if time-out errors occur during transport of Approvals. If a transaction times out for any other component, users can increase the timeout value from the Web sphere console. Enhancements in Bulk Load Utility This section includes information on the enhancements made in the Bulk Load Utility in the December SaaS release. New contract-attachments sheet in the contracts.xls file The contracts.xls file now contains the additional contract-attachments sheet that includes the following data for contract attachments: v Attachment Class v Attachment Description v Attachment Start Date v Attachment End Date Enhancements in the Reporting Module This section includes information on the enhancements made in the Reporting Module in the December SaaS release. Enhancements in the Reporting module The following enhancements are included in the Reporting module: v Support added for Cognos 11, which provides an enhanced and intuitive user experience for creating new reports. For more information, refer to Reporting Configurations section in the IBM Emptoris Suite Installation Portfolio. For details on Cognos 11, refer to IBM Cognos Analytics 11.0 documentation. v The following new columns are added for attachments in the CONTRACT_ATTACHMENT_FACT table: Col No Column Name Data Type Null Comments 10 attachmentclass VARCHAR2(600) Y 11 description VARCHAR2(4000) Y 12 start_date DATE Y 13 end_date DATE Y Chapter 2. What's New in December Release 9

18 v The External Company Parent Name element is added for External Party and External Party. Authentication by using IBMid You can now use IBMid/BlueID for SSO (Single Sign-on) for the Emptoris Strategic Supply Management Platform. The Emptoris Strategic Supply Management Platform is deployed ready for integration with IBMid SSO. Other Enhancements IBMid is an ID that is used to log into IBM applications and offerings to engage IBM digitally. IBM Identity Service (blueid) is the cloud based identity access and management solution, it provides identity and single sign-on services for IBM applications. To use IBMid for authentication, you must first register the application and you must enable IBMid authentication in the Emptoris Strategic Supply Management Platform. For more information, see Configuring Single Sign-on using IBMid. When a user logs in to Emptoris Strategic Supply Management Platform for the first time by using the IBMid, the user must link the IBMid to the existing Emptoris user profile in the Emptoris Strategic Supply Management Platform. For more information, see Linking the IBMid to the Emptoris user. This section lists details about the various other enhancements that are provided in the December SaaS release. Business card to view details about user and organization details Users, user groups, and organization properties are displayed on mouse-hover while adding users for certain mass actions. For user groups, the names of the individual users who belong to the selected group are displayed. The following user details are displayed for individual users: v First name of the user v Last name of the user v User ID v Company v Organization name v Associated organizations v Title v v Primary contact number The following user details are displayed for organizations: v Name of the organization v Organization number v Parent organization v Company name v Legal entity v Primary address 10 IBM Emptoris Management: Release Notes

19 v Website v v Primary contact number Option to view additional contract information The View summary option is added to view additional contract information from the following pages: v My tasks v Recent contracts v Search results Note: Users must have the > Summary > Read permission to view contract summary. Updated Internal Organization Selector result page The Federal Tax Id column is removed from the Internal Organization Selector result page. Changed placement of the Filter Configuration option The filter configuration icon is now at the top of the Filters panel. User-friendly error messages for contract check-in summary The contract check-in summary is enhanced with user-friendly error messages that provide better understanding of the errors that occur during checking in or checking out a document. Chapter 2. What's New in December Release 11

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21 Chapter 3. Resolved Issues in December Release This topic provides information about the issues that are resolved in the December 2016 version of Emptoris Management. Table 1. Resolved Issues Component Found in Version Tracking Number Support Ticket Number Description Admin An additional scroll bar is Configuration displayed in the Administration > Configuration > User Interface page. Admin - Parties Admin - Security Admin - Standards Application Server The internal organization search results contain the Federal Tax ID column even though internal organizations do not have a federal tax ID When the Security Manager > Administer > Perform and the > Read permissions are assigned to a user group and the > Read permission has the group access set as "Assigned and associated", the individual users of the specific user group see the group access as "Assigned" and not as "Assigned and associated" On Safari and Internet Explorer, a term cannot be inserted in the Language tab of the clause template towards the end of a clause if the clause contains multiple pages Deadlock statements are observed in the database during mass delete actions. Basic Functionality The value for Negotiation Status of a contract that is created by using a contract template is different from that of a contract that is created without a template. Basic Functions Bulk Load Utility Bulk Load Utility Users cannot run multiple batches of delete jobs at the same time in a multi-node environment The retry.xlsx file gets corrupt if the excel file that is used for uploads contains any styles and formatting applied in the header An error occurs and contracts are not created if the Excel file contains columns without headers. Copyright IBM Corp. 2012,

22 Table 1. Resolved Issues (continued) Component Bulk Load Utility Check In-Out Check In-Out Check In-Out Approval Approval Approval Approval Approval Approval Approval Found in Version Tracking Number Support Ticket Number Description A new contract cannot be created when the External Party ID is added in the contract.xls file A server error occurs while checking out a document During contract check-in, offline changes that are made in a table within a clause are not detected in the check-in summary and are not flagged as "Modified from Standard" in the Language tab. This issue occurs if new content is positioned between the Clause Range End bookmark and the section break A server error occurs when a contract with language integrity issues is checked in A server error occurs when a contract is executed or an approval is initiated A user cannot approve a contract if the user is also the contract creator On Safari, contract approvals are triggered again when a user opens a contract for which approvals are completed and navigates through the Header tab by using the keyboard , The approver of a contract cannot check out the language even when Allow users to edit contract during approvals or the Allow users to edit clause during clause approvals options are enabled during approvals A server error occurs when users click Approval A contract creator is unable to reject his own contract from the contract instance when the creator or the initiator is part of the approver group The " approved" notification is received from the user who is the last approver in the approval sequence and not from the last user who approves the contract. 14 IBM Emptoris Management: Release Notes

23 Table 1. Resolved Issues (continued) Component Approval Header Header Language Language Language Language Language Language Language Language Language Found in Version Tracking Number Support Ticket Number Description On browser refresh from the My Task page, the last contract that was opened through the Approval Notification URL opens automatically On Internet Explorer 9 and 10, the value for Effective Start Date is not saved in a contract and does not get displayed in the Terms and Language tabs On Safari, when an amendment is created from contract header and the postcreate user exit is triggered, the "Please wait" pop-up message does not close When a clause is edited and the contract is checked in, all the clauses in the contract are shown as edited Performance issues are observed For received contracts, the Start on New Page option does not work when users select an alternate clause in Language On Safari, the value for Effective Start Date on the Terms tab is not in sync with the Header tab The text in tables is not completely displayed on the Editor Language tab and the Template Language tab For the base contract, the amended clauses are not marked in the Content Pane when the user selects the Amended option for Mark Clauses Custom property term values do not get populated after inserting a clause with the terms. This issue occurs when the term is not present in the Terms tab language integrity is broken when an inserted clause is replaced and changes are accepted by clicking Accept All without saving Users cannot delete a clause from the Language tab if multiple instances of the same term is added to the clause. Chapter 3. Resolved Issues in December Release 15

24 Table 1. Resolved Issues (continued) Component Language Language Language Language Language Language Language - Outline Changes Lines Lines Lines Lines Found in Version Tracking Number Support Ticket Number Description A server error occurs when users replace a clause in the Language tab after changing the term value in the original clause. This issue occurs when changes are not saved before the clause is replaced The terms that are marked for deletion can be edited from the Language tab In the Language Footer tab, the term values in the Terms tab are not updated in the footer and the default values from the formatting template are displayed Language term does not get inserted at the specified location in the clause template Users cannot save a clause template if a term in the clause template contains an apostrophe in the term label For received contracts, the The Start on New Page option does not function when users select an alternate clause in the Language tab lines cannot be added, modified, or deleted for expired contracts by using the Fast Loader If a contract line includes multiple user-defined data definitions, the user inputs for the fields are restricted to the same number of characters that are entered in the first field. This issue occurs only on Firefox and when users use the Enter key to move to the next data definition field The Label field under the Selected Field Definition section of a line definition clause language cannot be updated Users can create line definitions with the same name by using the Save As option even if the line definition is previously used in a contract instance and is deleted from the system. 16 IBM Emptoris Management: Release Notes

25 Table 1. Resolved Issues (continued) Component Lines Management Found in Version Tracking Number Support Ticket Number Description Users cannot execute an amended contract if the Supplier Unit Price in a contract contains a decimal value The horizontal scroll bar in the Management > Relationship page is not displayed if any of the input fields contain more than 300 characters The vertical scroll bar in the Management Management > Events page is not displayed The vertical scroll bar in the Management Management > Activities page is not displayed. Management Addressed security issue. Management The option to save a contract is enabled even when Make Read-only upon Approval Completion is selected The vertical scroll bar in the Management Notification Template page is not displayed. Management The option to save a contract is enabled even when Make Read-only upon Approval Completion is selected Users cannot delete a contract that Management includes a line clause. Management Updating the term value on the tab does not update the term value in the Footer tab of the HTML language view. Management For filed contracts, the values for signatory date terms EXEC-External Primary Signature Date and the EXEC-Internal Primary Signature Date are populated as the execution date values. The values are incorrectly populated in the Terms tab irrespective of the user inputs and even if the date terms are left blank In Internet Explorer 11, the Term Management Value field is not displayed as mandatory. Chapter 3. Resolved Issues in December Release 17

26 Table 1. Resolved Issues (continued) Component Found in Version Tracking Number Support Ticket Number Description Management Users can remove the terms present in the original clauses from a contract with the Replace or Swap Clause action in Word editor. Management The term values do not match in the Language tab when users replace a clause with an alternate clause. This issue occurs when the base clause and the alternate clause have the same term instance. Management After a contract is executed, the time stamp for the EXEC-External Primary Signature Date and the EXEC-Internal Primary Signature Date terms is calculated by using the EDT time zone instead of the user's locale. Management An error occurs when a user edits a clause and replaces it with an alternate clause without accepting the redlines multiple times from the Editor Language tab. Management The Add Relationship window does not get displayed when users click Add Relationship in Editor. Notifications The contract expiration notifications rules that are created for parent organizations resulted in multiple entries for the same rule on the child organizations. Parties Parties Parties Search A blank pop-up window gets displayed when users double-click the Delete icon on the Parties tab The Saving parties pop-up window does not go away An amended contract displays the name of the user who creates the amendment and the author of the base contract as the internal contacts Search results do not match when users run contract searches by using the Global Search and Detailed Search features. 18 IBM Emptoris Management: Release Notes

27 Table 1. Resolved Issues (continued) Component Search Search Search Search Search Search Search Search Search Workflow Workflow Found in Version Tracking Number Support Ticket Number Description In the Detailed Search page, the width of the row selection column cannot be expanded. Additionally, the total count of the search result pages is not displayed appropriately The type-ahead suggestions in the Global Search box in the Home page are not displayed if a term is configured two or more times in the user interface On the Home Page, the status of amended contracts is not updated when the base contract is terminated or restored The NullPointerException error occurs when a user updates a contract through a Mass Action update and the contract is checked out by another user When users delete amended contracts that include lines that are copied into the amendments, a blank validation pop-up window is displayed and the contract is not deleted , , When a search criteria is saved with special characters, additional characters get added to the search criteria when it is displayed in the New Search drop-down list On the Home Page, the status of amended contracts is not updated when the base contract is terminated or restored Incorrect results are displayed for contract name when users specify % in the Starts with field and _ in the Ends with field in the Administration > Application > Search Server tab Duplicate columns are displayed in the Excel report when users export records from the Detailed Search page On Internet Explorer, the contract name is not truncated in the Reassign Task dialog box The base contract does not expire immediately when an amendment is executed or activated with a past end date. Chapter 3. Resolved Issues in December Release 19

28 Table 1. Resolved Issues (continued) Component Workflow Workflow Workflow Custom feature Data Transport Folders and repository Found in Version Tracking Number Support Ticket Number Description Warning message and plug-in exception are not displayed during contract execution for the PostExecute user exit The validation pop-up dialog does not finish processing during contract execution when preexecute and postactivate user exits are triggered The color-spinning wheel is displayed when a contract is auto-closed after an echo-sign execution The warning messages for the postupdate user exit are not displayed when the user changes the effective end date and saves the contract Transport fails when users create a contract instance in the target environment by using a template that contains line definition with default line instances, and then transport the template again from the source environment The date and time values in exported contract data for Date custom terms that are displayed on the Detailed Search Results page are displayed according to the time zone of the application server and not according to the user's locale. Home page The last activated contract is not displayed in the Recent page. Home page Support for Microsoft Word 2016 is not specified in the Download Emptoris Authoring Tool page. Home page The configured sequence of columns in the My Tasks tab is not retained after an upgrade from Emptoris Management version 9.5 to version Integration Exceptions are observed in Emptoris Sourcing, while creating a contract by using Procurement Application Report review forms. 20 IBM Emptoris Management: Release Notes

29 Table 1. Resolved Issues (continued) Component Found in Version Tracking Number Support Ticket Number Description Integration The date that is configured for the Line Item in Emptoris Sourcing does not match the mapped Line Definition field in Emptoris Management. This issue occurs because the user's timezone gets set to the default value (GMT) instead of the server time zone. Interview Wizard Interview Wizard Users with Interviews > Administer > Perform permission have access to view all completed or paused interviews, and the attachments in the system In an interview, the input control for Internal Party ID that is configured for Primary Party for text term in the contract does not provide any value. Notifications Duplicate presentation notices are sent to the receiver when the user presents a contract record. Notifications , Attachments get renamed in the notification when the attachment file names exceed the threshold of a specific byte. Notifications Link to open a contract task is not included in the Task Reminder notifications. Notifications expiration reminders are not sent to if more than one organizations are listed under the Parties tab. PDA Approval A server error occurs when users click on the approval link more than once. Reporting The ETL job fails on TermFactExtract after an upgrade. Reporting SR The ETL job fails on LoadUserAccessRefactored after an upgrade to Emptoris Management version Reporting Links for contracts do not open from the standard reports. Reporting The ETL job fails on ApprovalRuleCondition with an error. Reporting The ETL job fails on InitializeTimeWindow. Chapter 3. Resolved Issues in December Release 21

30 Table 1. Resolved Issues (continued) Component Found in Version Tracking Number Support Ticket Number Description Reporting The ETL job Upd fails with the following error: ORA-00942: table or view does not exist. Reporting The Visibility.Control.Automation job fails. User Exit Plugin exceptions for the preupdate and postupdate user exits are not displayed when the user changes the effective end date and saves the contract. Web Services Web Services Web Services Web Services Web Services Web Services ECM Additional clauses are not added to a contract when the contract is created with the web services Incorrect information is provided for the modified-by and modified-on audit-info fields when the get and getproperties web services are used to get contract data Clause templates cannot be added in a contract through the createreceived web service SR Incorrect information is provided for the modified-by and modified-on audit-info fields when the get and getproperties web services are used to get contract data The _deletes web service returns a duplicate key exception when users delete a contract that is already deleted SR The geturl SSO web service request does not retrieve the URLs by using the LTPA token. 22 IBM Emptoris Management: Release Notes

31 Chapter 4. Open Issues Information about open issues that you may encounter while working on the Emptoris Management application are listed for your reference. Table 2. Open Issues Component Tracking Number / Sales Force Number Description Administration ECM A server error occurs during contract creation if any of the lines in the contract template contain a data definition with accented European characters or Oracle Database reserved words in its name. Administration ECM A term definition cannot be used for reporting if the first character of the term name is a special character. Editor ECM The Internal Party Address and Address Role fields are not automatically populated when lines that contain a valid Internal Party Name, Internal Party Number, and Internal Party Address are uploaded to a contract, if the Address Role column is deleted from the Excel file. Header Management Management ECM ECM In title, a blank space gets added for filed contracts and received contracts. Because the contract title contains a single space, similar contracts are displayed at the top when the grid is sorted in ascending order. Likewise, if the grid is sorted in descending order, such contracts are displayed at the bottom. When a contract language contains redlines, the application stores both old and new values in the contract language text without any delimiter, which impacts the accuracy of the search results. When a user deletes a clause title, the clause title is saved in the database until a user accepts or rejects the changes. During the period, if a search is performed for a keyword by using a text that matches the clause name, the search result displays incorrect matches. Data Transport ECM In the Internet Explorer browser, a blank window opens after the user clicks Execute Transport on the target system. The data transport job does not get created until the user closes this window. Installation and migration ECM s do not get indexed after users upgrade from Emptoris Management version or earlier to version Migration ECM Import fails if the manager for a contact is another contact and is not found during migration of contacts. Workaround: Import the manager contacts first, and then re-import the contacts to resolve the issue. Copyright IBM Corp. 2012,

32 Table 2. Open Issues (continued) Component Tracking Number / Sales Force Number Description Search ECM Clause language context is not searched when the clause text contains control characters that are displayed as blank space. Search ECM The Additional Authorization required error message is displayed when an external party updates an attachment and then performs any action on the contract. User Interface ECM For the Internet Explorer 11 browser, for contract execution by using Ink Sign, the Save dialog disappears and the user in unable to save the contract when the user selects Open printable contract option in the Execute window. Web Services ECM Line instances are not added to a quote when a quote contract is created by using the createquote web service. Web Services ECM In the Mozilla Firefox browser, the Task Completed Successfully window does not close after the user clicks OK, if the Approval task is accessed by using a URL generated by the geturl web service. Web Services ECM Other Contacts are not added to an amendment contract when the contract is created with the createamendment web service. Web Services ECM Additional clauses are not added to a contract when the contract is created with the web services. 24 IBM Emptoris Management: Release Notes

33 Chapter 5. Known Limitations The following sections list the known limitations that are found in this version of Emptoris Management. For all previous known limitations, see the IBM Emptoris Management Tips and Troubleshooting Guide. Editor v In case of a contract document that contains double quotation (") marks in the file name, the double quotation (") marks are replaced by an underscore when the document is checked out. Header v The contract class is displayed blank on the Header tab if the contract class contains a back-slash (/). Management v On Mac Sierra, data is not displayed properly if the Editor is scrolled multiple times. v For authored amendments, when users run a keyword location search and specify Language in the query, the base contract is not included in the search results. Search v Keyword search by using data from the language attachment in a base contract, which is added from an amendment, does not display the base contract in search results. v The Search Results grid must be manually refreshed for the most updated content to be displayed. v Sorting the search results is not supported for the following: Enum fields such as Category, Origin, and Status Multi-value terms such as the following: - Internal Party - Internal Contact - External Party Master Name - Company Name Custom properties v Sorting order in the My Tasks, Recent s, and Search Results pages is not retained when users sort the grid by using the following fields: External primary party address Internal primary party address User-defined text term User-defined numeric term User-defined date term Effective start date Effective end date Copyright IBM Corp. 2012,

34 region v At times, columns in a grid might contain empty values that are displayed at the top or bottom of the grid: In the Search Results and Recent s grids, the empty value is displayed at the bottom irrespective of the sorting order on the column. In the My Tasks grid, the empty value is displayed at the bottom when users sort the grid in ascending order. An empty value is displayed at the top if the grid is sorted in descending order. In the My Tasks and the Recent s grids, the empty value is displayed at the top if the Title and the Class fields contain a blank space as the input value. Data Transport v For bulk object transport, the TransportStatus.xlsx does not include the error details. The report includes only the error message. Reporting v On Firefox , the calendar input control is does not populate for date selection. v The report layout format for Global Approval rules is not appropriate for Conditions and Combined Conditions (Rule Set Level). v Log-off and session-timeout use cases are not handled in this release due to some technical challenges with Cognos 11. To resolve this issue, users have to first log off from Emptoris Strategic Supply Management Platform and then from Cognos to successfully end the session with Cognos. v In Report Studio, the changes made to the English text in the Prompt Page are not reflected after running a report. To resolve this issue, you must deselect all the languages under Text Source Variable and then run the report. Search Server Search for data indexing activities fails when users specify the contract number in the Search Server page. Word 2016 The WindowBeforeRightClick event does not run when users right-click a Word 2016 document if the MS update for Word 2016 is not installed. 26 IBM Emptoris Management: Release Notes

35 Chapter 6. Tips and Troubleshooting The following sections list the troubleshooting items for the most recently found and reported issues in Emptoris Management. Administration For all existing tips and troubleshooting items, see the IBM Emptoris Management Tips and Troubleshooting Guide. Consider the following guideline when you create data definitions: v The data definition name must be 1-30 bytes long. v The name must begin with an alphabetic character from the database character set (AL32UTF8). v The name can contain only alphanumeric characters from the database character set (AL32UTF8) and the underscore (_). v The name cannot contain punctuation marks, spaces, double quotation marks, or the null character (\0). v You cannot use any Oracle database reserved words in the data definition name. v Use the maximum.contract.search.select property to set the maximum number of search results that are returned during a search on the repository. The default value is Language v Name of the font or style in the created contract can be different from the name or the style in the clause template. However, this aspect is intentional and does not have an impact on the work in the application in any way. The renaming implementation is adopted as Word styles are the combination of various characteristics (Word configuration, Word version, Windows version). Each clause template is an independent document. Though styles from different clause documents might have same names, they can have different characteristics. During contract creation, each clause document is merged into a single Word document. This merging results in formatting issues. To avoid these issues, the styles are renamed. v When the line clause table is generated, the table width is calculated according to the page size. To avoid formatting issues on displaying the line clause table in Word, use fields in the line clause. If more fields are required, create multiple line clauses to accommodate the information. Lines When you upload lines with party-related fields for a contract, provide both the party name and the party number for a party as the party name and party number are not unique. If only the party number is provided and if this number is not unique, the lines fail to upload. This failure to upload lines is applicable when you upload default lines to the Line Definition and lines to a contract from the UI and by using the Fast Loader. Copyright IBM Corp. 2012,

36 Data Transport You must not add any components to the Transport List while Data Transport is in progress. Installation During installation of Emptoris Management, all the servers must be in the same time zone and have the same time. Interview Wizard If an input control that is used in the exit or navigation actions in an interview is deleted from a step design, it is indicated by the red font color in the exit or navigation action, when the user edits the step design or interview design. The user or administrator can easily identify the deleted input control and make the appropriate corrections to the interview. Reporting If you use the Reporting Administrator user group in the Emptoris Strategic Supply Management Platform to give users access to the Emptoris Management reports, you must also assign the required permissions to the user group in the Emptoris Management security manager. Web services Internal parties that are not legal in Emptoris Management must not be added to a contract by using bulk load utilities or web services. There is no valid business case for adding internal parties that are not legal entities. Word 2010 and Word 2013 When a user edits the contract language in MS Word and performs any Emptoris Management actions on the contract language, a pop-up dialog opens with the message The document being saved contains tracked changes. Continue with save?. To continue working, click OK. This message appears because Emptoris Management saves the contract language for internal processing. To disable this message, go to File > Options > Trust Center > Trust Center Settings > Privacy Options > Document-specific settings and clear the Warn before printing, saving or sending a file that contains tracked changes or comments option. 28 IBM Emptoris Management: Release Notes