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# Arbor Essbase Version 5.0.1
Patch 3 Release Notes

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Patch file name: PATCH.HTM

Applies to: All platforms

Patch Date: 8/10/98

Identification: R5.0.1_P3

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## Contents

NOTE: For important information about client/server compatibility with 5.0.1 patches, see Patch Summary.

Patch Installation Overview

Key

Patch Summary

Problem Summary

Downloading Patches from the Arbor Software Web Site

Files to Download

Installing Patches from the Arbor Software Web Site

Installing Patches from CD-ROM

Copyright Information

## Patch Installation Overview

This file describes problems corrected by one or more Essbase patches. Even if you have only one of the problems fixed in one of the patches, you need to perform a full patch installation. You can install this patch by downloading the appropriate file(s) from the Arbor Software Web site, or by installing from CD-ROM. For detailed information about Essbase installations, see the Installation Notes.

To see which file(s) you need to download, see Files to Download.

For instructions on installing the file(s), see Installing Patches from the Arbor Software Web Site or Installing Patches from CD-ROM.

Essbase patches are cumulative, beginning with Patch 1 of Arbor Essbase Version 5.0.1. That is, each patch contains new fixes, plus all the fixes for the previous patches.

## Key

R5.0.1_P3 is Release 5.0.1, Patch 3

R5.0.1_P2 is Release 5.0.1, Patch 2

R5.0.1_P1 is Release 5.0.1, Patch 1

## Patch Summary

- Patch R5.0.1_P3

  Patch 3 fixes problems on all server platforms, and 16-bit and 32-bit clients.

  NOTES:

  - If you install a Patch 2 or Patch 3 32-bit Spreadsheet Add-in (e.g., Excel 97), you must also install a Patch 2 or later server. If you attempt to use a Patch 2 or Patch 3 32-bit Spreadsheet Add-in with a pre-Patch 2 (i.e., 5.0.1 or 5.0.1 Patch 1) server, spreadsheet retrievals fail with the following error message:

        Bad Binary Spreadsheet Table

    This client/server incompatibility now occurs because of the implementation of Arbor Integration Server Drill-Through code in Patch 2.

    You may use a pre-Patch 2 Spreadsheet Add-in with a Patch 2 or Patch 3 server.

  - If you have SQL Interface installed and you want to install a patch, you must install the same patch version for both the Essbase server and SQL Interface before restarting the server.
  - As of Patch 3, 32-bit Spreadsheet Add-ins provide a new style in the Essbase Options dialog box (Style page). The new option, "Integration Server Drill-Through," allows spreadsheet users to define a style for data cells that have Integration Server Drill-Through reports attached to them. For information on applying styles to data cells, see the Spreadsheet Add-in User's Guide or the online help. Full documentation for the new style will be provided in the next patch.

- Patch R5.0.1_P2

  Patch 2 fixes problems on all server platforms, and 16-bit and 32-bit clients.

  NOTES:

  - Patch 2 consisted of two separate patch releases: one for all server platforms except HP-UX, and one for the HP-UX platform specifically ("Patch 2HP"). These two patches are both included in Patch 3.
  - In addition to bug fixes, Patch 2 contains: code and online help for the Arbor Integration Server Drill-Through feature; INTERSOLV's latest ODBC drivers for UNIX; SQL Interface for the HP-UX platform; and two revised spreadsheet online help files. For more information, see the following sections:

    - Arbor Integration Server Drill-Through
    - ODBC Driver Support for SQL Interface on UNIX
    - HP-UX SQL Interface Installation Instructions
    - Revised Spreadsheet Documentation

- Patch R5.0.1_P1

  Patch 1 fixes problems on NT or Windows and OS2 server platforms, and 16-bit and 32-bit clients.

## Problem Summary

The final list of problems fixed in this patch is available on the Arbor Software Web site. For instructions on downloading files from this site, see Downloading Patches from the Arbor Software Web Site.

## Downloading Patches from the Arbor Software Web Site

1. Using a Web browser such as Netscape Navigator or Microsoft Internet Explorer, connect to:

   `http://www.arborsoft.com/edu_supp/enterts.html`

2. Enter your Site ID, Server ID, and name; then click "Enter Technical Support" to access the Technical Support Web service.

   If you do not already have access to Arbor's Technical Support Web service, ask your your company's support contact to:

   - call the support hotline at (408)744-1200, or
   - send e-mail to `TSadmin@arborsoft.com`

   Be sure to have your company's specific support contact initiate communication with Arbor's Technical Support.

3. Click "Patch Central."

4. Do one of the following:

   - Select the appropriate executable files to download, based on the "Files to Download" section below, and follow the on-screen downloading instructions.
   - Click "5.0.1 Patch 3 Release Notes" to download the Release Notes file.

The "Problem Summary" section of the Release Notes contains the final list of problems fixed in the patch.

## Files to Download

When downloading files from the Arbor Software Web site, use the following lists as your guide to which file(s) you need.

### NT or Windows Files

`501P3NS.EXE` | NT (Intel) Server
`501P3DS.EXE` | NT (Dec Alpha) Server
`501P395.EXE` | Win95 Server
`501P3NI.EXE` | Windows NT SQL Interface
`501P3DA.EXE` | Dec Alpha API
`501P3NA.EXE` | NT and 32-bit Windows API
`501P332.EXE` | 32-bit Excel Client (Excel V7 and V8)
`501P3ND.EXE` | 32-bit SQL Drill-Through
`501P316.EXE` | 16-bit Excel Client (Excel V5)
`501P3LO.EXE` | 16-bit Lotus 1-2-3 Client (Lotus 1-2-3 V5)
`501P3WD.EXE` | 16-bit SQL Drill-Through
`501P3AM.EXE` | 16-bit Application Manager
`501P3WA.EXE` | 16-bit Windows API

### OS/2 Files

`501P3OS.EXE` | OS/2 Server
`501P3OI.EXE` | OS/2 SQL Interface
`501P3OA.EXE` | OS/2 API

### UNIX Files

`501P3HS.TAR` | HP-UX Server
`501P3HI.TAR` | HP-UX SQL Interface (new in Patch 2)
`501P3HA.TAR` | HP-UX API
`501P3SS.TAR` | Solaris Server
`501P3SI.TAR` | Solaris SQL Interface
`501P3SA.TAR` | Solaris API
`501P3AS.TAR` | AIX Server
`501P3AI.TAR` | AIX SQL Interface
`501P3AA.TAR` | AIX API

## Installing Patches from the Arbor Software Web Site

The patch installation is similar to a full Essbase installation, except that your sample applications, databases, and data files are not re-installed. Your existing applications and databases are not affected in any way. However, it is always a good idea to back up your applications and databases before an installation. For detailed information on Essbase installations, see the Installation Notes.

Follow the patch installation instructions for the appropriate platform:

NT or Windows Servers and Clients

OS/2 Servers and Clients

UNIX Servers and Clients

### NT or Windows Servers and Clients

1. Make sure Essbase is not running when you perform the patch installation procedure.

2. Before downloading the appropriate executable file(s), create a temporary local directory on the server or client machine, as appropriate.

3. Connect to the Arbor Software Web site's "Enter Technical Support Section" ( `http://www.arborsoft.com/edu_supp/enterts.html`) and download the appropriate file(s) to the temporary directory you created.

4. Expand the executable file by typing the name of the file (without the extension) from a command prompt, or by double-clicking the file.

   The executable file decompresses into separate directories (Disk1, Disk2, etc.) and runs `SETUP.EXE` from the Disk1 directory, which launches the installation program.

5. Follow the on-screen instructions to perform a full Essbase installation.

6. After the files are expanded, you can delete the `.EXE` file.

### OS/2 Servers and Clients

1. Make sure Essbase is not running when you perform the patch installation procedure.

2. Before downloading the appropriate compressed file(s), create a temporary local directory on the server or client machine, as appropriate.

3. Connect to the Arbor Software Web site's "Enter Technical Support Section" ( `http://www.arborsoft.com/edu_supp/enterts.html`) and download the appropriate file(s) to the temporary directory you created.

4. Expand the compressed file by typing the file name followed by "`-d`" from a command prompt. For example:

   `501P3OS.EXE -d`

   Each file automatically decompresses into separate directories (Disk1, Disk2, etc.).

5. Run `SETUP.EXE` from the Disk1 directory.

6. Follow the on-screen instructions to perform a full Essbase installation.

7. After the files are expanded, you can delete the `.EXE` file.

### UNIX Servers and Clients

On the AIX platform, the patch installation disables SQL Interface. SQL Interface must be reinstalled or reconfigured after installing the patch.

1. Make sure Essbase is not running when you perform the patch installation procedure.

2. Before downloading the appropriate `.tar` file(s), create a temporary local directory on the server or client machine, as appropriate.

3. Connect to the Arbor Software Web site's "Enter Technical Support Section" ( `http://www.arborsoft.com/edu_supp/enterts.html`) and download the appropriate file(s) to the temporary directory you created.

4. To untar the files, enter the following command:

   `tar -xf filename.tar`

   from the temporary directory containing the `.tar` file. This command extracts the files necessary to perform a complete installation.

5. Run `essinst` to launch the installation program.

6. Follow the on-screen instructions to perform a full Essbase installation.

7. After the files are expanded, you can delete the `.tar` file.

## Installing Patches from CD-ROM

The patch installation is similar to a full Essbase installation, except that your sample applications, databases, and data files are not re-installed. Your existing applications and databases are not affected in any way. However, it is always a good idea to back up your applications and databases before an installation.

On the AIX platform, the patch installation disables SQL Interface. SQL Interface must be reinstalled or reconfigured after installing the patch.

For detailed information on Essbase installations, see the Installation Notes.

1. Make sure Essbase is not running when you perform the patch installation procedure.

2. Insert the CD-ROM into your CD-ROM drive.

3. Do one of the following:

   - For NT and Windows platforms, run `SETUP.EXE` from the root directory of the CD-ROM.
   - For OS/2 platforms, run `OS2SETUP.CMD` from the root directory of the CD-ROM.
   - For UNIX platforms, run `setup.sh` from the root directory of the CD-ROM.

4. Follow the on-screen instructions to perform a full Essbase installation.

## Arbor Integration Server Drill-Through

Patch 2 provides code and online help for the Arbor Integration Server Drill-Through feature. Be sure to install both the Patch 2 Server and the Patch 2, 32-bit Spreadsheet Add-in. If you use a Patch 2 Spreadsheet Add-in with a pre-Patch 2 server, spreadsheet retrievals will fail.

The online help file for Drill-Through, `OLAPSQLD.HLP`, is installed during the patch installation process to the `ESSBASE\BIN` directory.

## ODBC Driver Support for SQL Interface on UNIX

Arbor Software supports the ODBC interface.

INTERSOLV Version 3.02 ODBC drivers are provided with Arbor Essbase Version 5.0.1 Patch 2 SQL Interface for Informix, Oracle, and Sybase databases on AIX, HP-UX, and Solaris platforms.

Arbor Software has tested the following database configurations.

Database Server (via Database Client) | AIX 4.3 | HP-UX 10.20 | Solaris 2.6
Informix 7.22 Server (via Informix Client SDK 2.01 with esql 9.14) |  |  | XY
Oracle 7.3.2 Server (via Oracle 7.3.3 client) |  |  | X
Oracle 7.3.2 Server (via Oracle 7.3.4 client) | X | X |
Sybase Adaptive Server Enterprise 11.5 (via Sybase Open Client 11.1.1) | X | X | X

X =
The INTERSOLV Version 3.02 ODBC drivers for these configurations of database server, database client, and UNIX platform have been tested with Arbor Essbase Version 5.0.1 Patch 2 SQL Interface. They work successfully, subject to the limitations documented in the final `PATCH.HTM` file, which can be found on the Arbor Software Web site's "Enter Technical Support Section" ( `http://www.arborsoft.com/edu_supp/enterts.html`).

XY =
Two INTERSOLV Version 3.02 ODBC drivers for Informix on Solaris have been tested with Arbor Essbase Version 5.0.1 Patch 2 SQL Interface. One, ARif7912.so, works with the Informix 7.22 Server and Informix Client SDK 2.01 with esql 9.14, subject to the limitations documented in the final PATCH.HTM file, which can be found on the Arbor Software Web site's "Enter Technical Support Section" (`http://www.arborsoft.com/edu_supp/enterts.html`). The other, ARinf12.so for the Informix 7 client (which is not thread-safe), does not work.

A blank cell indicates that the INTERSOLV Version 3.02 ODBC drivers for these configurations of database server, database client, and UNIX platform have not been tested with Arbor Essbase Version 5.0.1 Patch 2 SQL Interface.

## HP-UX SQL Interface Installation Instructions

Arbor Essbase Version 5.0.1 Patch 2 SQL Interface runs on the HP-UX platform.

See ODBC Driver Support for SQL Interface on UNIX for tested database configurations. See Chapter 1, Product Components and Software Registration, of Arbor Essbase Version 5.0.1 Installation Notes for information on the software registration process.

This section contains the following information:

- Before Installing SQL Interface on HP-UX
- Installing SQL Interface on HP-UX from CD-ROM
- Installing SQL Interface on HP-UX from Downloadable Files
- Before Linking SQL Interface to Your INTERSOLV ODBC Driver
- Linking SQL Interface to Your INTERSOLV ODBC Driver
- After Linking SQL Interface to Your INTERSOLV ODBC Driver
- Configuring Your Data Source and ODBC Driver

### Before Installing SQL Interface on HP-UX

You must install the Arbor Essbase 5.0.1 Patch 2 server on HP-UX before you install Arbor Essbase SQL Interface on HP-UX. Follow these steps:

1. Install the Arbor Essbase Version 5.0.1 Patch 2 server.
2. Update your environment settings.
3. Verify that the Essbase server is working.

For information on installing the Essbase server and updating the environment on HP-UX, see Chapter 2, CD-ROM Installation, and Chapter 6, UNIX Server Installation, of the Arbor Essbase Version 5.0.1 Installation Notes.

Also, you must install your relational database management system (including the correct database client), and you must set the required environment variables to run your RDBMS, before you install SQL Interface on HP-UX.

On Oracle, set `ORACLE_HOME` and `ORACLE_SID`. Also, make sure that `SHLIB` contains the Oracle library path (`$ORACLE_HOME/lib`). On Sybase, set `SYBASE` and `DSQUERY`. Also, make sure that `SHLIB` contains the Sybase library path (`$SYBASE/lib`).

For Informix users, set `INFORMIXDIR` and `INFORMIXSERVER`. Also, make sure that `SHLIB` contains the Informix library path (`$INFORMIXDIR/lib`).

### Installing SQL Interface on HP-UX from CD-ROM

To install SQL Interface on HP-UX from CD-ROM, complete the following steps:

1. Log in to the server as `arbor`.
2. Insert the CD-ROM into your CD-ROM drive.
3. Change to the top directory of the CD-ROM (for example, `cd\cdrom`).
4. Use the `ls` command to find `setup.sh` (or `SETUP.SH`).
   Some UNIX CD-ROM drivers list file names in uppercase. Others list them in lowercase. See whether `setup.sh` is in uppercase or lowercase.
5. Enter `./setup.sh` or `./SETUP.SH`, depending on what you learned in step 4.
6. When prompted for which product to install, select SQL Interface.
7. Follow the prompts and provide the information requested.
   To cancel installation at any time, press `Ctrl-C`.
8. When prompted, enter your license number exactly as it appears on your registration card.
   See Chapter 1, Product Components and Software Registration, of the Installation Notes for more information on software registration.
9. When prompted, type the directory where you want to install Essbase.

The installation program uses `\home\essbase` as the default directory. You can choose another directory, and if it does not exist, the installation program will create it for you.

After you install SQL Interface on HP-UX, you must take additional steps to set your environment. See the following sections for more information.

### Installing SQL Interface on HP-UX from Downloadable Files

To install SQL Interface on HP-UX using downloadable files from the Arbor Software Web Site, complete the following steps:

1. Make sure Essbase is not running when you perform the patch installation procedure.
2. Before downloading the `501p2hi.tar` file, create a temporary local directory on the server or client machine, as appropriate.
3. Connect to the Arbor Software Web site's "Enter Technical Support Section" ( `http://www.arborsoft.com/edu_supp/enterts.html`) and download the appropriate file to the temporary directory you created.
4. To untar the file, enter the following command:

   `tar -xf 501p2hi.tar`

   from the temporary directory containing the file. This command extracts the files necessary to perform the installation.

5. Run `essinst` to launch the installation program.
6. Follow the on-screen instructions to install SQL Interface.
7. After the `.tar` file is expanded, you can delete it.

### Before Linking SQL Interface to Your INTERSOLV ODBC Driver

After you install SQL Interface on HP-UX by running `setup.sh`, you must set certain environment variables before you run `inst-sql.sh` to link SQL Interface to your ODBC driver. The steps you take depend on the driver you will use.

On Oracle 7.1, if the `$ORACLE_HOME/lib` directory does not contain the `libclntsh.sl` file, make the file by completing the following steps:

1. Log in as user `arbor`.
2. Make sure you have Write access to the `$ORACLE_HOME/lib` directory. For example, type:

       su oracle

3. Type the following:

       make -f $ARBORPATH/bin/genclntsh.mk

On Oracle 7.2 and 7.3, if the `$ORACLE_HOME/lib` directory does not contain the `libclntsh.sl` file, make the file by completing the following steps:

1. Log in as user `oracle`.
2. Change to the `$ORACLE_HOME/rdbms/lib` directory.
3. Modify the `clntsh.mk` file by adding `-lsql` to the end of each `ld` command.
4. Type the following:

       make -f clntsh.mk shlib

For more information on setting environment variables for your ODBC driver, see the INTERSOLV DataDirect ODBC Drivers Reference, which is in `.PDF` format in your `$ARBORPATH\ODBCDOCS` directory. To view this document, use Adobe® Acrobat Reader® Version 3.0.1, which is provided in the `ADOBE` directory for HP-UX on the Essbase 5.0.1 CD-ROM. Also see Oracle, Sybase, or Informix documentation.

### Linking SQL Interface to Your INTERSOLV ODBC Driver

The following files are installed with the Essbase server on HP-UX:

- The SQL Interface library file (`libesssql.sl`)
- A stub ODBC drivers file (`libesssql.arbor.sl`)

The INTERSOLV ODBC drivers file (`libesssql.insolv.sl`) is installed with SQL Interface on HP-UX.

The SQL Interface library file symbolically links to the stub ODBC driver file until SQL Interface is installed. You then link the library file to the INTERSOLV ODBC drivers file by running `inst-sql.sh`. Running `inst-sql.sh` ensures that server processes can access the software necessary for SQL Interface.

The `inst-sql.sh` script uses the `odbc.ini, odbcinst.ini`, and template (extension `.tmpl`) files in the `$ARBORPATH\setup` directory to create a set of files that point Essbase to the correct driver product.

The script handles the following for you:

- Ensures root privileges are not accidentally granted to a user-level script
- Checks for the availability of the Essbase server
- Checks for the availability to the Essbase server of supported database systems
- Provides default environment extensions as shell files in the `$ARBORPATH\bin` directory
- Provides initialization files in `$ARBORPATH\bin` for access by the driver software

To run `inst-sql.sh`, enter the following command, still as user `arbor`:

    inst-sql.sh

Essbase prompts you to supply information when necessary. When the script finishes, the command prompt appears. Enter:

    exit

Under some circumstances, you may need to have an extra library dynamically compiled. If the script determines you need an extra library, it creates and compiles it for you.

### After Linking SQL Interface to Your INTERSOLV ODBC Driver

`inst-sql.sh` generates `odbc.csh` for the C shell, and `odbc.sh` for the Bourne or Korn shell. These files contain commands that specify the correct environment variables for Essbase. After you run `inst-sql.sh`, and link SQL Interface to your INTERSOLV ODBC driver, you must make these Essbase environment variables available to your current shell environment.

To make the Essbase environment variables available to your current shell environment, do one of the following:

- In the C shell, use the source command against `odbc.csh` in the `.login` or `.cshrc` file.
- In the Bourne or Korn shell, use the source command against `odbc.sh` in the `.` (period) in the `.profile` file.

For example, add the following statement to your `.login` or `.cshrc` file:

    % source $ARBORPATH\setup\odbc.csh

To change the environment settings, edit `odbc.csh` or `odbc.sh`.

### Configuring Your Data Source and ODBC Driver

After you install SQL Interface on HP-UX and set your environment variables, you must configure your data source. You may need to configure your ODBC driver.

For more information on configuring your data source and ODBC driver, see the SQL Interface Guide. Also see the INTERSOLV DataDirect ODBC Drivers Reference in your `$ARBORPATH\ODBCDOCS` directory. To view the INTERSOLV document, which is in `.PDF` format, use Adobe® Acrobat Reader® Version 3.0.1, which is provided in the `ADOBE` directory for HP-UX on the Essbase 5.0.1 CD-ROM.

## Revised Spreadsheet Documentation

The following online help files have been modified since the Arbor Essbase Version 5.0.1 release:

- `ESSEXCEL.HLP`
- ESSLRO.HLP

These two files are installed during the patch installation process to the `ESSBASE\BIN` directory, overwriting the existing files of the same name.

## Copyright Information

Copyright (c) 1991-1998 by Arbor Software Corporation.

All Rights Reserved.