5        Pre-installation

This chapter provides the necessary information to review before installing the OFS MRMM Pack 8.1.1.0.0. 

Topics:

·        Pre-installation Checklist

·        Oracle Database Instance Settings

·        Web Application Server Settings

·        Web Server Settings

·        Create the Installation, Download, and Metadata Repository Directories

·        Configure the OS File System Settings and Environment Settings in the .profile File

·        Download the OFS MRMM Applications Pack Installer

·        Extract the Software

 

NOTE:   

When merging the lower version of an application with an integrated data model, retain the larger size of column length.

Pre-Installation Checklist

You can use this checklist to have a quick glance at everything that you will be doing prior to installing this application. The link provided in each step takes you to a section either within this document or to another referenced document.

The Installer Environment Check utility notifies you if any requirements are not met.

Table 8: Pre-Installation Checklist

Sl. No.

Pre-Installation Activity

1

Install  all the prerequisite hardware and software given in the OFS Analytical Applications Technology Matrix.

2

Verify the System Environment using the Environment Check Utility.

3

Configure the Database Instance settings.

4

Install and configure the web application server.

5

Configure the HTTP settings on the web server.

6

Create the Installation, Download, and Metadata Repository directories:

·        Installation directory

·        Temporary directory

·        Staging Area/Metadata Repository directory

·        Download directory

7

Configure the following Operating System and File System settings:

·        File Descriptor

·        Total number of processes

·        Port(s)

·        .profile file permissions

·        Add FTP/SFTP configuration for file transfer

8

Update the following Environment Settings as required for the installation in the .profile file:

·        Java settings

·        Oracle Database Server and Client settings

·        Add TNS entries in the tnsnames.ora file

·        Oracle Essbase settings

·        Time Zone settings

9

Download the installer kit.

10

Extract the installer kit.

Oracle Database Instance Settings

Ensure that the following database instance settings are configured:

·        NLS_CHARACTERSET to AL32UTF8

·        NLS_LENGTH_SEMANTICS to BYTE

·        OPEN CURSORS limit to greater than 1000

Web Application Server Settings

Ensure that the web application server is installed and the profile (when using WebSphere) or domain (when using WebLogic) is created.

Note the path values as shown in the following table as you will be prompted to enter the WebSphere Profile path, the WebLogic Domain path, or the Tomcat Deployment path during installation.

Table 9: Web Application Server Settings

Description

Example Value

For WebSphere, specify the WebSphere path as <WebSphere profile directory>/installedApps/<NodeCellName>.

/data2/test//WebSphere/AppServer/profiles/<Profile_Name>/installedApps/aiximfNode01Cell, where aix-imf is the Host name.

For WebLogic, specify the WebLogic home directory path.

 /<WebLogic home directory path>/bea/wlserver_10.3

For Tomcat, specify the Tomcat directory path till /webapps.

 /oradata6/ revwb7/tomcat/webapps/

 

NOTE:   

See Configure the Web Server  for WebSphere Profile and WebLogic Domain creation.

 

Web Server Settings

This is an optional requirement. If you have installed an HTTP Server, then configure the appropriate HTTP server settings:

Table 10: Web Server Settings

Description

Example Value

Apache HTTP Server/ Oracle HTTP Server/
IBM HTTP Server

Configure the HTTP Server and note down the IP or Hostname and Port details as you will be prompted to enter these details during installation.

NOTE: See Configure the Web Server for web server configuration.

 

Create the Installation, Download, and Metadata Repository Directories

To install OFS MRMM, create the following directories:

·        OFSAA Download Directory (Optional): This is the directory where the downloaded installer/patches can be copied. Create a download directory and copy the OFSAA Application Pack Installer File (archive).  Assign 755 permission to this directory.

·        Temporary Directory: Default temporary directory where the installation files are stored for a short time to support faster installation. Configure adequate space on the /tmp directory. It is recommended that you allocate more than 10 GB of space. Assign 755 permission to this directory with NOEXEC option disabled.

 

NOTE:   

If NOEXEC option is enabled, the extraction of files by the installer into the /tmp directory is prevented and the binaries will not execute in the directory, which will fail the installation.

 

·        OFSAA Installation Directory (Mandatory): Create an installation directory where the product binaries are installed. Set the variable FIC_HOME in the .profile file to point to the OFSAA Installation Directory. Assign 755 user permission to the installation directory.

·        OFSAA Staging/Metadata Directory (Mandatory): A directory to hold the application metadata artifacts and additionally act as the staging area for the flat files. This directory is also referred to as FTPSHARE. Create a Staging/Metadata Repository Directory to copy data files, save data extracts, and so on.

The directory must exist on the same system as the OFSAA Installation. This directory can be configured on a different mount or under a different user profile. However, the owner of the installation directory must have RWX (775) permissions to this directory.

NOTE:   

Ensure the OFSAA staging directory is not set to the same path as the OFSAA installation directory and is not a subdirectory inside the OFSAA installation directory.

 

Configure the OS File System Settings and Environment Settings in the .profile File

A .profile file is a start-up file of a UNIX user. Create the .profile file at the home directory of the logged-in user if it is not already available. The user must have 755 permission on the file to execute it. This file consists of various parameters for Environment Settings, OS, and File System Settings.

To set the parameters for the .profile file, login as a non-root user, and configure the environment settings.

WARNING:           

Do not modify any other parameters other than the parameters mentioned in the following subsections.

 

Topics:

·        Configure Operating System and File System Settings

·        Configure the Environment Settings

Configure Operating System and File System Settings

The following table displays the required settings for operating system and file system.

Table 11: Configure Operating System and File System Settings

Parameter

Configuration Action

Installation Directory

In the .profile file, set the variable FIC_HOME to point to the OFSAA Installation Directory.

File Descriptor Settings

In the sysctl.conf file, to change the number of file descriptors, do the following as the root user:

1.     Edit the following line in the /etc/sysctl.conf file:

fs.file-max = <value>

where <value> is greater than 15000

2.     Apply the change by running the following command:

# /sbin/ sysctl -p

NOTE: The value specified here is the minimum value to be set for the installation process to go forward. For other modules, this value may depend on the available resources and the number of processes executed in parallel.

Total Number of Process Settings

In the sysctl.conf file, set the value to greater than 4096.

NOTE: The value specified here is the minimum value to be set for the installation process to go forward. For other modules, this value may depend on the available resources and the number of processes executed in parallel.

Port Settings

Default port numbers to be enabled on the system are 6500, 6501, 6505, 6507, 6509, 6510, 6666, 9999, and 10101.

.profile permissions

You must have 755 permission on the .profile file.

OS Locale

Linux: en_US.UTF-8

To check the locale installed, execute the following command:

locale -a | grep -i en_US.utf

 

Configure the Environment Settings

This section provides information to configure the environment settings before installation.

Topics:

·        Java Settings

·        Oracle Database Server and Client Settings

·        TNS Entries in TNSNAMES.ORA File

·        Oracle Essbase Settings

·        Time Zone Settings

·        Mandatory Patches

Java Settings

The following table displays the Java settings required for installation.

Table 12: Java Settings

Description

Example Value

In the .profile file, set PATH to include the Java Runtime Environment (JRE) absolute path.

Ensure that SYMBOLIC links to JAVA installation are not set in the PATH variable.

JAVA_HOME=/scratch/jdk<<version>>/jre

For example: PATH=/usr/java/jre1.8.0_221/bin:$ORACLE_ HOME/ bin:$PATHJAVA_HOME=/scratch/jdk<<version>>/jre

In the .profile file, set PATH to include the Java Runtime Environment bin path.

JAVA_BIN=/scratch/<<version>>/jre/bin

For example:

PATH=/usr/java/jre1.8.0_221/bin:$ORACLE_ HOME/bin:$PATH

Enable unlimited cryptographic policy for Java.

For more information, see the Enabling Unlimited Cryptographic Policy section from the  OFS Analytical Applications Infrastructure Administration and Configuration Guide.

 

Oracle Database Server and Client Settings

The following table displays the Oracle Database server and client settings required for installation.

Table 13: Oracle Database Server and Client Settings

Description

Example Value

In the .profile file, set TNS_ADMIN pointing to the appropriate tnsnames.ora file.

TNS_ADMIN=$HOME/tns

In the .profile file, set ORACLE_HOME pointing to the appropriate Oracle Client installation.

ORACLE_HOME=/scratch/oraofss/app_client18c/product/ 18.0.0/client_1

In the .profile file, set PATH to include the appropriate $ORACLE_HOME/bin path.

PATH=$JAVA_HOME/bin:$ORACLE_HOME/bin

OFSAA Processing Server

ORACLE_HOME must be set in the .profile file and point to appropriate Oracle DB Client installation.

PATH in the .profile file must be set to include the appropriate $ORACLE_HOME/bin path.

Ensure that an entry (with SID/ SERVICE NAME) is added in the tnsnames.ora file.

 

TNS entries in the tnsnames.ora File

The section includes information about the TNS entries in the tnsnames.ora file.

Table 14: TNS entries in the tnsnames.ora File

Description

Example Value

Ensure that an entry (with SID or SERVICE NAME) is added in the tnsnames.ora file on the OFSAA server.

<SID_NAME> = DESCRIPTION =(ADDRESS_LIST = (ADDRESS = (PROTOCOL = TCP)(HOST = <HOST_NAME>.in.oracle.com)(PORT = 1521)))(CONNECT_DATA = (SERVICE_NAME = <SID_NAME>)))<ATOMIC_SCHEMA_NAME> = (DESCRIPTION =(ADDRESS_LIST = (ADDRESS = (PROTOCOL = TCP)(HOST = <HOST_NAME>.in.oracle.com)(PORT = 1521)))(CONNECT_DATA = (SERVICE_NAME = <SID_NAME>)))

 

<SID NAME> =

  (DESCRIPTION =

    (ADDRESS_LIST =

      (ADDRESS = (PROTOCOL = TCP)(HOST = <HOST NAME>)(PORT = <PORT NUMBER>))

    )

    (CONNECT_DATA =

      (SERVICE_NAME = <SID NAME>)

    )

  )

 

<ATOMICSCHEMANAME> =

  (DESCRIPTION =

    (ADDRESS_LIST =

      (ADDRESS = (PROTOCOL = TCP)(HOST = <HOST NAME>)(PORT = <PORT NUMBER>))

    )

    (CONNECT_DATA =

      (SERVICE_NAME = <SID NAME>)

    )

  )

 

NOTE:   

The ATOMIC SCHEMA NAME must be the same as defined in the OFS_MRMM_SCHEMA_IN.xml file.

 

Oracle Essbase Settings

In the .profile file, set the following parameters if you want to use Oracle Hyperion Essbase OLAP features.

Table 15: Oracle Essbase Settings

Description

Example Value

ARBORPATH to point to an appropriate Oracle Essbase Client installation.

PATH=$PATH:$ARBORPATH/bin

ESSBASEPATH to point to an appropriate Oracle Essbase Client installation.

ESSBASEPATH=/scratch/essps3/Oracle/MiddlewareHome/EPMSystem11R1/common/EssbaseRTC-64/11.1.2.0

export ESSBASEPATH

HYPERION_HOME to point to an appropriate Oracle Essbase Client installation.

HYPERION_HOME=/scratch/essps3/Oracle/MiddlewareHome/EPMSystem11R1/common/EssbaseRTC-64/11.1.2.0

export HYPERION_HOME

 

Time Zone Settings

In the .profile file, set the Time Zone parameter to indicate the time zone of your region or location.

Table 16: Time Zone Settings

Description

Example Value

Time Zone

TZ=Asia/Calcutta

Mandatory Patches

The following table includes information about the mandatory patches that must be applied.

Table 17: Mandatory Patches

One-Off Patch

Description

32548944

Download this mandatory OFSAAI One-off patch from My Oracle Support (MOS). This is a mandatory post-installation patch.

 

NOTE:   

Ensure that the tablespace(s) used for the database user(s) is set to AUTOEXTEND ON.

 

Download the OFS MRMM Application Pack Installer and Erwin Data Model

To download the OFS MRMM Applications Pack Installer Release 8.1.1.0.0 (Bug Number: 32457594), follow these steps:

1.     Log in to the My Oracle Support (MOS) with a valid Oracle account.

2.     Enter Oracle Financial Services Market Risk Measurement and Management in the search box.

3.     Download the installer archive and copy (in Binary mode) to the download directory that exists in the OFS MRMM installation setup.

 

NOTE:   

Download the OFS MRMM erwin data model patch 32457611   from My Oracle Support. You can search for the patch number in the Patches and Updates tab and download.

  

NOTE:   

On the 10th of December 2021, Oracle released Security Alert CVE-2021-44228 in response to the disclosure of a new vulnerability affecting Apache Log4J before version 2.15. The application of the 33663417 Mandatory Patch fixes the issue.

For details, see the My Oracle Support Doc ID 2827801.1.

Ensure that you reapply the 33663417 Mandatory Patch whenever you install or upgrade

the application, or apply an incremental patch.

Extract the Software

You must be logged in to the UNIX operating system as a non-root user to perform the following software extraction steps:

1.     Download the unzip utility (OS-specific) unzip_<os>.Z and copy it in Binary mode to the directory that is included in your PATH variable.

If you already have an unzip utility to extract the contents of the downloaded archive, skip this step.

2.     Uncompress the unzip installer file using the following command:

uncompress unzip_<os>.Z

 

NOTE:   

If an error message: uncompress: not found [No such file or directory] is displayed, contact your UNIX administrator.

 

3.     Assign execute (751) to the file using the following command:

chmod 751 unzip_<OS>

For example: chmod 751 unzip_sparc

4.     Extract the contents of the OFS MRMM Application Pack Release 8.1.1.0.0 installer archive file in the download directory using the following command:

unzip OFS_MRMM_8.1.1.0.0_LINUX.zip

5.     Navigate to the download directory and assign execute permission to the installer directory using the following command:

chmod -R 755 OFS_MRMM_PACK