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9.2 upgrade issues to watch

By Jessica Holler posted 05-23-2017 06:54 AM

  

The Financial Aid Product Advisory Group is grateful to former member Shareen Thewke from University of Nebraska for starting this discussion.  This blog post started as a post to the FA.INTL and FA.PS lists on 23 May, 2107.  PLEASE ADD your issues discovered, experiences, and things to watch, along with how your institution solved them.

Our institution just upgraded to 9.2.  For the most part, things worked very well.  Our institution had a few things that we caught and were easily fixed but thought I would start a post.  If any other school has upgraded or in the process of an upgrade and want to add their items, I think it will help those coming after us.  These may not happen at your institution…..  These are just things that happened to us.

  1. We did not have a great naming convention for our CC – Communications – Setup Communication – Communication Data Source so many of our custom data sources were not moved over in our initial run.
    1. We got the Data sources from #1 moved but only the name and not the data.
    2. All Data sources were unregistered.  We had to find the two dates the system compares and force the registering to occur.
  2. We did not have a great naming convention for our Reporting Tools – BI Publisher – Report Definition.  So, in our test environment, we did not have all of them we needed.
    1. Somehow, we lost the most recent template??  Needed to go to an old environment and import them.
  3. Translate values – Our custom translate values were not there.  Need to find them and get them added.
  4. None of our custom, SACR – System Administration – Utilities – File Parser – File Mapping Definitions were moved.  We needed to find them and move the file mapping ID as well as the content in it.
  5. Changes to the Message catalog.  If you made changes to items in delivered Message Catalog entries, need to find ways to find those and track them.
  6. Set up ISIR Comment Codes (SACR – PR – FA – Application Processing – Maintain ISIR Comment Codes)
    1. For 9.2 there are comments codes that did not get deleted for 2017.  Per Oracle, they now see they did not delete them for 9.2 but did delete them for 9.0.  Make sure to delete them manually.
    2. Depending on when your upgrade teams run all of the scripts for this table, they could overwrite some of the changes you have make to values on this page.  We did a compare and found we had made a couple of changes to 2018 data.  So, our values got overwritten with the delivered value versus our data.  The script did not ignore duplicates but instead overwrote the duplicate.  However, if scripts were run possible in a different order, this might not have happened.  Not sure but just be aware.
  7. Two EDI Manager pages were touched.
    1. PeopleTools - EDI Manager - Define EDI Transactions - Partner Profiles.  On the CL_DESTIN profile, it reset our file path.
    2. PeopleTools - EDI Manager - Setup Trading Partners - External Partners, it wiped out all of our custom partners.

Please add to the list!!

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07-09-2019 10:24 AM

Checklist Item Text did not come over when effective date set to 1/1/1900

We found that our Checklist Item Text did not come over when effective date set to 1/1/1900; however, it did come over with all other effective dates.  

07-26-2018 12:54 PM

File Parser Context Definition tab labels

This came across the Campus Community list recently.  Thanks go to Brandon Ritter from University of Utah who posted the question and Barbara Glen from California State University - Common Management Systems provided the workaround.

(Paraphrased) Brandon Ritter:  We're testing 9.2 and find the Context Definition component's tab labels are missing. Anyone else have this same issue? If so I wish to report this to Oracle for a fix.

Main Menu > Set Up SACR > System Administration > Utilities > File Parser > Context Definition

Barbara Glenn:  We also noticed the same issue when we upgraded from 9.0 to 9.2. Looking at Oracle Doc ID 2260072.1, we used the suggested workaround which was a simple update to the message catalog:

Messages missing from Message Catalog.
PeopleTools > Utilities > Administration > Message Catalog
Message set Number: 14015 (Campus Community Common)
Message Number: 5002; 5003; 5004; 5005

14015 5002 Mapping
14015 5003 Format
14015 5004 Counter Definition
14015 5005 Calculated field application class

07-17-2018 09:30 AM

Resolving Issues with Favorites

I picked up this conversation from the Campus Community listserv.  The question was asked by Alison Lewis from the University of Texas as Dallas, Vic Goldberg from the University of Colorado-Denver and Xiomara Franco from Loyola University Chicago posted responses.

Alison:

After our 9.2 go live, some of our Financial Aid users are reporting that their saved favorites are pointing to the wrong pages.  When they go in to edit these, they get an error saying 'Error getting Favorite for label Simulate 2018-2019 FM INAS. (96,59)  The PeopleCode program executed an Error statement, which has produced this message. '

 

Vic:

Any of the year specific links, such as the one you mentioned, break. The user will need to delete and recreate the link. Not sure exactly why, but we had this problem as well for our FA users..

Xiomara:

We ended up going through an excercise to identify all invalid Favorites and replacing the favorite with the correct component structure.


Not sure if these updates will work for your school, but you can use the SQL below to find out what are all the invaild favorites any users may have an create a similar update statement such as what we created.

--****************************
-- Execute these updates
--****************************
update PSPRUFDEFN A set a.portal_objname = replace(a.portal_objname , 'HC_INAS_SIMULATION_18_GBL' , 'CS_INAS_SIMULATION_18_GBL') where a.portal_objname = 'HC_INAS_SIMULATION_18_GBL';
update PSPRUFDEFN A set a.portal_objname = replace(a.portal_objname , 'HC_INAS_SIMULATION_19_GBL', 'CS_INAS_SIMULATION_19_GBL') where a.portal_objname = 'HC_INAS_SIMULATION_19_GBL';
update PSPRUFDEFN A set a.portal_objname = replace(a.portal_objname , 'HC_ISIR_CORRPIA18_GBL', 'CS_ISIR_CORRPIA18_GBL') where a.portal_objname = 'HC_ISIR_CORRPIA18_GBL';
update PSPRUFDEFN A set a.portal_objname = replace(a.portal_objname , 'HC_ISIR_CORRPIA19_GBL', 'CS_ISIR_CORRPIA19_GBL') where a.portal_objname = 'HC_ISIR_CORRPIA19_GBL';
update PSPRUFDEFN A set a.portal_objname = replace(a.portal_objname , 'HC_ISIR_SUSP_CNTRL_18_GBL', 'CS_ISIR_SUSP_CNTRL_18_GBL') where a.portal_objname = 'HC_ISIR_SUSP_CNTRL_18_GBL';
update PSPRUFDEFN A set a.portal_objname = replace(a.portal_objname , 'HC_ISIR_SUSP_CNTRL_19_GBL', 'CS_ISIR_SUSP_CNTRL_19_GBL') where a.portal_objname = 'HC_ISIR_SUSP_CNTRL_19_GBL';
update PSPRUFDEFN A set a.portal_objname = replace(a.portal_objname , 'HC_SFA_VERIFICATION18_GBL', 'CS_SFA_VERIFICATION18_GBL') where a.portal_objname = 'HC_SFA_VERIFICATION18_GBL';
update PSPRUFDEFN A set a.portal_objname = replace(a.portal_objname , 'SSF_1098T_INQ_GBL', 'HC_SSF_1098T_INQ_GBL') where a.portal_objname = 'SSF_1098T_INQ_GBL';

--*****************************************************
-- SQL that returns invalid favorites
--*****************************************************
select distinct a.portal_objname from PSPRUFDEFN A where PORTAL_REFTYPE='V' and not exists
(select 'X' from PSPRSMDEFN B
where A.PORTAL_NAME=B.PORTAL_NAME
and A.PORTAL_OBJNAME = B.PORTAL_OBJNAME)
--order by 6;
;

--*****************************************************
-- SQL that returns the navigation for a component,
-- as well as pages on the component
--*****************************************************
SELECT DISTINCT E.PORTAL_LABEL as LEVEL_ONE, D.PORTAL_LABEL as LEVEL_TWO, C.PORTAL_LABEL as LEVEL_THREE,
B.PORTAL_LABEL as LEVEL_FOUR,
DECODE(A.PORTAL_LABEL , ' ' ,(SELECT A9.PORTAL_LABEL
FROM PSPRSMDEFN A9
WHERE A9.PORTAL_NAME = A.PORTAL_NAME
AND A9.PORTAL_OBJNAME = A.PORTAL_LINKOBJNAME),A.PORTAL_LABEL) as LEVEL_FIVE,
A.DESCR254 as DESCRIPTION,
P.PNLNAME || ' (' || P.ITEMLABEL || ')' as PAGE
FROM PSPRSMDEFN A, PSPRSMDEFN B, PSPRSMDEFN C, PSPRSMDEFN D, PSPRSMDEFN E, PSPRSMDEFN F, PSPRSMDEFN G, PSPNLGROUP P
WHERE A.PORTAL_REFTYPE = 'C'
and A.PORTAL_OBJNAME = 'SSF_1098T_INQ_GBL' -- portal object name goes here
AND B.PORTAL_OBJNAME (+) = A.PORTAL_PRNTOBJNAME
AND C.PORTAL_OBJNAME (+) = B.PORTAL_PRNTOBJNAME
AND D.PORTAL_OBJNAME (+) = C.PORTAL_PRNTOBJNAME
AND E.PORTAL_OBJNAME (+) = D.PORTAL_PRNTOBJNAME
AND F.PORTAL_OBJNAME (+) = E.PORTAL_PRNTOBJNAME
AND G.PORTAL_OBJNAME (+) = F.PORTAL_PRNTOBJNAME
AND A.PORTAL_URI_SEG2 = P.PNLGRPNAME;

06-22-2018 10:00 AM

Review Equations - Node Issue

Jessica Holler reported an issue of receiving a "Not authorized to access this component" message when attempting to access Navigator > Set Up SACR > Common Definitions > Equation Engine > Review Equations

After some digging I determined the cause is in the PeopleCode of the Component:  EQUATION_VIEW.GBL.PreBuild section.

The delivered code is:

%Response.RedirectURL(GenerateScriptContentURL(Portal.EMPLOYEE, Node.HRMS, Record.WEBLIB_CC, Field.SCC_VIEW_AS_XML, "FieldFormula", "Iscript_ViewEquationAsXml", EQTX_ID_REA_SEC.EQUATION_NAME)

What is causing the message to appear in 9.2 is the piece of code Node.HRMS. Most if not all HRMS components have been deprecated and/or replaced in CS 9.2.

Instead of Node.HRMS, I searched out database instance and there are many locations that use this function. Most seemed to have been replaced with %Node.  So the code above should now read:

%Response.RedirectURL(GenerateScriptContentURL(Portal.EMPLOYEE, %Node, Record.WEBLIB_CC, Field.SCC_VIEW_AS_XML, "FieldFormula", "Iscript_ViewEquationAsXml", EQTX_ID_REA_SEC.EQUATION_NAME)

 As an additional note I found the same issue on the following:

Component: EQUATION_EDITOR.GBL.DERIVED_FA.EQTN_EDIT_FUNC.FieldChange section

Component: FINANCIAL_AID_ITEM.GBL.DERIVED_PACKAGE.ITEM_TYPE_EQTN_PB.FieldChange section

Component: PKG_REL_ITEM_GROUP.GBL.DERIVED_PACKAGE.REL_ITM_EQTN_PB.FieldChange section

Component:

SFA_RPKG_PLAN_TBL.GBL.DERIVED_PACKAGE.FM_NEED_EQTN_PB.FieldChange section

Component:

SFA_RPKG_PLAN_TBL.GBL.DERIVED_PACKAGE.IM_NEED_EQTN_PB.FieldChange section

Component:

SFA_RPKG_PLAN_TBL.GBL.DERIVED_PACKAGE.PKG_EQTN_PB.FieldChange section

Component:

SFA_RPKG_PLAN_TBL.GBL.DERIVED_PACKAGE.PKG_EQTN_SEC_PB.FieldChange section

Component:

SFA_RPKG_PLAN_TBL.GBL.DERIVED_PACKAGE.PKG_MAX_EQTN_PB.FieldChange section

Component:

SFA_RPKG_PLAN_TBL.GBL.DERIVED_PACKAGE.PKG_MIN_EQTN_PB.FieldChange section

 

 

 

05-31-2018 11:02 AM

Population Selection - Maximum Results Row

In 9.0, population selection for PS Query has a maximum rows returned set to 100K.  9.2 has that set to 50K.  Smaller schools likely won't have an issue with this but larger schools might.  I did and I set it back to 100K. 

Set Up SACR > System Administration > Utilities > Population Selection > Selection Tool

03-19-2018 11:29 AM

Assign Awards to a Student

If you change the packaging status on this page it does not keep it.  See BUG 23727236. DOC 2291678.1 has more information. Last I heard this one is still in the queue awaiting Development review. 

If you change the aggregate source, it does not keep it after validation.  See BUG 26560633. Doc ID 2293026.1 has more information.

01-08-2018 11:39 AM

Loan and Pell Origination Run Control Page Security Change

Before running the Origination process for either Loan (FAPLBOG1 COBOL) or Pell (FAPPLBL0 COBOL), you need to have your security administrator change access to both processes.

  • Menu: PROCESS_LOANS
  • Component: RUNCTL_LNORIG
  • REMOVE Panel Item Name:  Loan Origination
  • ADD Panel Item Name: Pop Select Loan Origination
  • Menu:  PROCESS_PELL_PMT
  • Component:  RUNCTRL_PELLORIG
  • REMOVE Panel Item Name:  Origination
  • ADD Panel Item Name:  Pop Select Pell Origination

 

06-14-2017 02:46 PM

DL & Pell Generate Origination run control update

I found this to be true when we installed the patch in 9.0 that is delivered in bundle 45 for origination in the new COD XML data schema for 2017-2018. I'm not sure if this will be an issue in 9.2, but I wanted to bring it up in case you do run into issues.

In the run control to Generate DL and Pell Origination files, while it saw the aid year and appeared to update the XML data schema version to 4.0c, when I ran the process, the files were still created with the wrong format. (I queried the table SFA_COD_DOCUMNT, filtered by the SFA_CR_CREATE_DTTM field, and looked at the SFA_CR_SCHEMA_VER field.) The solution was to change the aid year in the run control to something before 2018, change something else, and save. Go back in, then change everything back to what it should be, and save.

06-09-2017 12:07 PM

Override Loan Application Data Page missing buttons

On the FA - Loans - Direct Lending Management - Override Loan Application Data screen is missing the Previous in List, Next in List, Next Tab and Previous tab.  Oracle has agreed this is a bug (26228942).

06-01-2017 04:17 PM

Self Service

Encountered FetchSQL Failed message when logged in as a student and attempted to select an Aid Year. 

Solution: Toggle the Self Service Options setup by making a change, Save, then change it back and Save.

06-01-2017 02:14 PM

Testing as a student - things found

When you go to accept/decline awards and hit submit - it doesn't prompt you at first - you have to hit the button twice.  Has anyone else come across this?  I'll probably be opening a case with Oracle but just wanted to see if anyone else came across this.

05-30-2017 11:16 AM

Population Selection

We noticed that Population Update Setup for STDNT_FA_TERM reverted from "Update Current EFFDT row?" to "Insert New EFFDT row?" in our upgrade testing. Changing it back to "Insert New EFFDT row ?" and saving the page seems to resolve the issue.

Set Up SACR > System Administration > Utilities > Population Update
Population Update Setup

05-25-2017 11:11 AM

PELL and DL Origination run control

In addition to this list, there was an update in PUM4 that added Pop Select to the PELL and Loan origination processes.  You will need to update your run controls  before you can originate.  The delivered sample Pop Select query has no prompts.   If you are a large school with a lot of aid year history, Pop Select will fail with a message about selecting too many rows.  We simply added an Aid Year prompt to the delivered queries and that solved our problem.   I also noticed that adding a prompt on career for Loan Origination did not work.   I think that is due to the way the run control record keys are set up.

Each subsequent PUM delivery may include similar enhancements that you might have to look at and adjust accordingly. 

05-25-2017 09:14 AM

EDI Manager - and opportunities afforded by an upgrade

The above comment was from Shareen Thewke from  University of Nebraska.  I apologize that I forgot to put that in the post.

My comment to add to hers about EDI Manager is that the vast majority of the EDI External Partners for financial aid are for the CommonLine Loan Destinations we use for Alternative Loan processing.  There are some mistakes I've made over the years as I continue to learn about Alt Loan processing, so being able to start with a clean slate here is actually a bonus for me.  I won't have that flotsam setup staring at me any longer!

This brings up another point...  The upgrade to 9.2 (or any upgrade) is a good time to weed out flotsam setup, unused queries, and to investigate delivered functionality that we've never had the chance to explore before now.

05-25-2017 09:06 AM

EDI Manager Pages Touched

  1. Two EDI Manager pages were touched.
    1. PeopleTools - EDI Manager - Define EDI Transactions - Partner Profiles.  On the CL_DESTIN profile, it reset our file path.
    2. PeopleTools - EDI Manager - Setup Trading Partners - External Partners, it wiped out all of our custom partners.

05-23-2017 10:16 AM

Our experience

Thanks Shareen,

We’ve also noticed the following:

  • Some pages are “reformatted” to use long descriptions and makes the fields on a page spread out.  This makes it so that you have to use a scroll bar to see the entire page. 
  • There are no breadcumbs delivered – even in stylesheets.  In order to show them, we need to  add them via modification.
  • We really need to think through what selective adoption means.  Do we not install everything that comes with a PUM?  If so, how do we determine what gets installed and what doesn’t – who decides?  If we don’t install, how will we ever know that we want to use anything if we can’t “try it out”?