Release Overview

Release Date

October 28, 2019

Release Type

Minor

Summary of Changes

A new domain, adhoc view, and report are included in this release for Accounts Payable Checks and Invoices data, as well as a new report for the recently released Budget and Forecast module.

IFS Reporting release 2.6 also contains several enhancements to our ETL tool, as well as a solution for the issues with drop-downs when using the Firefox browser.

Compatibility Matrix

Product Certification

^COMPONENT	^{OS NAME}	^{OS VERSION}	^{OS EDITION}	^{OS ARCHITECTURE}	^{SUPPORT STATUS}	^{CERTIFICATION}	^TESTED	^NOTES

^COMPONENT	^{OS NAME}	^{OS VERSION}	^{OS EDITION}	^{OS ARCHITECTURE}	^{SUPPORT STATUS}	^{CERTIFICATION}	^TESTED	^NOTES
Application Server	Windows	Server 2016	Standard	X86_64	Supported	Supported	Y	Apache Tomcat 8.5, Windows SQL Server 2017, Jaspersoft v6.4 ETL Server - Windows Server 2016 (64-bit)

Interoperability Certification

TARGET PRODUCT	TARGET VERSION	CERTIFICATION STATUS

TARGET PRODUCT	TARGET VERSION	CERTIFICATION STATUS
IFS AFE	7.4	Certified
IFS BOLO	13.8.9	Certified
IFS Enterprise Upstream	13.03.03	Certified
IFS Excalibur	9.0.5	Certified
IFS iLandMan	2.9.18	Certified
IFS Land	5.11	Certified
IFS Merrick	3.12	Certified
IFS Workflow	Content 1.6	Certified

Recommended System Requirements

Server Hardware

This section identifies the recommended hardware requirements for each server.

COMPONENT	MINIMUM	RECOMMENDED

COMPONENT	MINIMUM	RECOMMENDED
CPU	4 Core	8 Core
RAM	16 GB	32+ GB
Disk	250 GB	500 GB

Note: The addition of the Budget and Forecasting module in IFS Reporting will require additional disk space on your SQL server to accommodate the new dataset. The projected data volume for the Budget and Forecast module will be approximately similar to the volume of the Cost Center Summary table (FIN.FactCostCenterActivity).

Minimum System Requirements - Software

Server Machine:

COMPONENT	REQUIREMENT

COMPONENT	REQUIREMENT
Web Server	Tomcat 8.5
Database	SQL Server 2016
Programming Platform	Java 8
Web Browser	Google Chrome (Recommended) Firefox Internet Explorer (Should not be in Compatibility Mode)

Additional Reference Material

User Guides

You may find the following documents useful:

IFS Reporting Basic User Training Guide

This document provides an overview of basic IFS Reporting usage, including how to access IFS Reporting content, create and format Ad Hoc Views and Reports, and schedule Reports and Dashboards.

IFS Reporting Intermediate User Training Guide

This document provides in-depth instruction on advanced functionality for Ad Hoc Views, charts and dashboards, including calculated fields and measures, advanced chart formatting, and drill-down and drill-across hyperlinking in dashboards.

IFS Reporting Advanced User Training Guide

This document provides in-depth instruction on advanced functionality in IFS Reporting, including creating standard and virtual data sources, working with domains, calculated fields, filters, and derived tables, and determining resources that depend on a domain.

IFS Reporting Installation Guide

Installing and configuring IFS Reporting for a first-time user. See the P2 Store.

Release Contents

Enhancements

MODULE	FEATURE	SUMMARY

MODULE	FEATURE	SUMMARY
Technical	Increased character limit for email and phone number fields in SQL tables of Financial Module	The character limit has been increased for Phone Number and Email fields on the following SQL tables in the Financial module: DimOwner DimPurchaser DimPayee DimOperator DimBank DimCompany DimCustomer
Technical	Enhanced ETL to support free form field Fractional Interest from IFS BOLO	Enhanced ETL to support the free-form Fractional Interest field from IFS BOLO in the SQL table FIN.FactDivisionOrder.
Budget & Forecast	R 01.03 Account Group Summary Budget Crosstab	What are my Actual and Budget amounts for selected Account Groups? An Account Group Summary Budget crosstab now displays Actual and Budget amounts for a selected Budget and Account Groups.
Financial	IFS Accounts Payable Checks and Invoices Domain	Accounts Payable checks and invoices data. Extracted from the financial system (IFS BOLO or IFS Excalibur). Domain filtered to display only Accounts Payable data (in IFS Excalibur, SYSTEM_CODE = AP; in IFS BOLO, CHECK-TYPE = AP).
Financial	A 02.27 Accounts Payable Checks and Invoices Crosstab	What are the invoices associated with my Accounts Payable check payments? A crosstab has been added to display Accounts Payable Checks and Invoices data.

Issues Resolved

MODULE	SUMMARY	NOTES

MODULE

SUMMARY

NOTES

Technical

Fixed issues with drop-down items for Firefox browser

Issue: Drop-downs did not always display full data when using the Firefox browser.

Resolution: Implemented Tibco updates allowing drop-downs to be displayed correctly when using the Firefox browser.

Financial

IFS Transactions Domain modified to include more transactions data

Issue: In previous releases, the P2 Transactions Domain included only transactions that were associated with a cost center ID.

Resolution: With Release 2.6 of IFS Reporting, the domain now includes all transaction types. This will affect all reports and adhoc views that use the P2 Transactions Domain.

API Modifications

There were no API Modifications included in IFS Reporting 2.6.

Security Modifications

There were no Security Modifications included in IFS Reporting 2.6.

Seed Data Modifications

There were no Seed Data Modifications included in IFS Reporting 2.6.

Datamodel Modifications

There were no Datamodel Modifications included in IFS Reporting 2.6.

Metadata Modifications

There were no Metadata Modifications included in IFS Reporting 2.6.

Configuration Modifications

There were no Configuration Modifications included in IFS Reporting 2.6.

Modifications Affecting Upgrades

There were no Modifications Affecting Upgrades included in IFS Reporting 2.6.

Known Issues

MODULE	SUMMARY	NOTES

MODULE	SUMMARY	NOTES
Financial	Report 02.21 does not have -LOE-N in account group filter	Issue: Report 02.21 Lease Operating Statement does not include -LOE-N in the Account Group filter selection, so when a user runs the report for net amounts, the Expense section does not populate. Workaround: This resolution is scheduled for a later release.
Financial	Existing domains do not appear in the source selection window at domain creation	Issue: When creating a new domain, the selection of available data sources does not match the sources available in the library. Workaround: This issue is being worked on by the solution provider, Tibco. A workaround has been provided: Right-click on the data source. In Properties, copy the URI of the resource. Paste the URI in the Create Domain data source field.
Financial	Transfer Order Report is not supported for IFS Excalibur customers	Issue: Due to the way transfer order IDs are currently extracted from IFS Excalibur, Report 01.05 Transfer Order Report is not supported for IFS Excalibur customers. Workaround: This resolution is scheduled for a later release.
Enterprise Upstream	AFE number and description do not show on select reports	Issue: The following reports do not correctly display the AFE Number and AFE Description: Report 02.02 Oracle GL Balances and Account Activity Table Report 02.03 Oracle GL Transactions by Journal Table Workaround: This resolution is scheduled for a later release.
Enterprise Upstream	Proxy errors occur in GL Validation reports	Issue: When three or more accounts are listed on a transaction, the following reports produce a proxy error: Report 05.25 Revenue GL Validation by Control Group Crosstab Report 05.26 Revenue GL Validation by Process ID Crosstab Workaround: Development is working on this issue. A workaround has been provided: Get the existing SQL queries. Create one-off domains using derived tables. Create copies of the reports. Point them to the new domains.

Release Notes for IFS Reporting Version 2.6