Topics:
· Perform the Data Model Upload Outside of the Installer
· Upgrade from OFSDF v8.0.6.0.0 or Earlier Versions to OFSDF v8.0.6.1.0 or a Higher Version
· Upgrade from OFSDF v8.0.6.1.0 or a Higher Version to OFSDF v8.1.0.0.0
· Install OFSDF Application Pack v8.1.0.0.0 on an Existing OFSAA Instance
NOTE |
· The user profile executing the installation must have the permission on /tmp before installation. · Sufficient space must be available in /tmp before installation, else the installation will terminate, and logs are not generated. |
ATTENTION |
Always ensure you run the upgrade installer only on the cloned environment. |
Table 35: OFSDF Release 8.1.0.0.0 Upgrade Scenarios
Scenario |
Upgrade Instructions |
Release v8.1.0.0.0 of OFS Data Foundation Application Pack is not certified for AIX and Solaris x86 Operating Systems. If you are currently running OFSAA v8.0.x on AIX or Solaris x86 Operating Systems and plan to upgrade to Release v8.1.0.0.0, then you must migrate from AIX or Solaris x86 to Linux or Solaris SPARC. See the MOS Doc ID 2700084.1 for details. |
|
Upgrade from OFSDF v8.0.6.0.0 or earlier versions to OFSDF v8.0.6.1.0 or a higher version In this scenario, you are upgrading the OFSDF application pack from the Release v8.0.6.0.0 or an earlier version to the Release v8.1.0.0.0. Example: You are using the OFSDF v8.0.5.0.0 release and now want to upgrade to the OFSDF v8.1.0.0.0. |
1. Upgrade your current OFSDF version to the OFSDF v8.0.6.1.0 or later versions. 2. Clone your existing environment to the OFSAA Technology Matrix v8.1.0.0.0. 3. Upgrade from OFSDF v8.0.6.1.0 or a later version to OFSDF v8.1.0.0.0. 4. Run the Environment Check Utility tool and ensure that the hardware and software are installed as per the OFSAA Technology Matrix v8.1.0.0.0. 5. Update the OFS_BFND_PACK.xml file to enable ONLY the existing installed applications. 6. Update the Silent.props file present in the OFSDF v8.1.0.0.0 installer pack. 7. Trigger the installation. |
Upgrade from OFSDF v8.0.6.1.0 or a Higher Version to OFSDF v8.1.0.0.0 In this scenario, you are upgrading the OFSDF application pack from the Release v8.0.6.1.0 or a later version to the Release v8.1.0.0.0. Example: You are using the OFSDF v8.0.7.0.0 and now want to upgrade it to the OFSDF v8.1.0.0.0. |
1. Perform the data model upload outside of the installer (Execute the ModelUpgrade.sh file for the Prescripts to backup and delete the data, and then to backup and delete the metadata). 2. Clone your existing environment to the OFSAA Technology Matrix v8.1.0.0.0. 3. Run the Environment Check Utility tool and ensure that the hardware and software requirements are installed as per the OFSAA Technology Matrix v8.1.0.0.0. 4. Update the OFS_BFND_PACK.xml file to enable ONLY the existing installed applications. 5. Update the Silent.props file present in the OFSDF v8.1.0.0.0 installer pack. 6. Trigger the installation. 7. Execute the ModelUpgrade.sh file for the Postscripts to restore the data and then metadata. |
Install OFSDF Application Pack v8.1.0.0.0 on an Existing OFSAA Instance In this scenario, you have already installed an application pack versioned v8.1.0.0.0 and now you want to install the OFSDF application pack versioned v8.1.0.0.0. Example: OFS ALM Pack is already installed and now you want to install OFSDF Pack. |
1. Perform the data model upload outside of the installer (Execute the ModelUpgrade.sh file for the Prescripts to backup and delete the data, and then to backup and delete the metadata). 2. Update the OFS_BFND_PACK.xml file for the newly licensed OFSDF Application Pack. 3. Update the Silent.props file of the newly licensed pack. 4. Run the schema creator utility ONLY for the newly licensed OFSDF Application Pack. 5. Trigger the installation. 6. Execute the ModelUpgrade.sh file for the Postscripts to restore the data and then metadata. |
This section is applicable if you are performing the OFSDF v8.1 OOB data model upload outside of the installer. A utility is introduced in the Release v8.1.0.0.0 called as the ModelUpgrade utility, which is packaged in this release of the OFSDF OOB Data Model patch. This utility enables the Upgrade installation using the Incremental model upload process. The two execution processes supported in the ModelUpgrade utility are as follows:
· Execute the ModelUpgrade.sh File for the Prescripts
· Execute the ModelUpgrade.sh File for the Postscripts
Execute the OFSDF ModelUpgrade.sh file for the Prescripts to backup and delete the data, and then to backup and delete the metadata. Then proceed with the merged model upload and the OFSDF Application Pack upgrade to v8.1.0.0.0.
For detailed information, see the Execute the ModelUpgrade.sh file for the Prescripts and OFSDF Application Pack Upgrade Process sections in the Oracle Financial Services Data Foundation Application Pack Upgrade Guide Release 8.1.x.x.
This section provides information about the preparations that must be done before proceeding with the Upgrade installation.
Topics:
· Download the OFSDF Application Pack Installer and Data Model
· Prepare the Environment for Upgrade
This section provides the details of the download that must be completed before triggering the application installation.
Topics:
· Download the OFSDF Application Pack Installer
· Download and Install the Mandatory Patches
To download the OFSDF Application Pack installer Release v8.1.0.0.0, follow these steps:
1. Log in to the Oracle Software Delivery Cloud with a valid Oracle account.
Figure 38: Oracle Software Delivery Cloud Login Page
2. Search for the full product name Oracle Financial Services Data Foundation and download the installer archive.
Figure 39: Oracle Software Delivery Cloud Page
3. Copy the installer archive into the download directory (in Binary mode) in the setup identified for the OFSDF Application Pack installation.
To download the OFSDF OOB v8.1.0.0.0 Data Model, follow these steps:
NOTE |
This is an optional section, which is applicable if you are performing the customized model upload. The ModelUpgrade utility is packaged in this OFSDF OOB Data Model patch. |
1. Log in to the My Oracle Support (MOS) with a valid Oracle account.
2. In the Patches & Updates tab, search for the OFSDF data model installer patch 30812072 and download the patch. See the Readme available with the patch for further instructions on downloading the patch and extracting the erwin files.
For detailed information to perform the OFSDF v8.1.0.0.0 OOB data model upload outside of the installer, see the Oracle Financial Services Data Foundation Application Pack Upgrade Guide Release 8.1.x.x.
The following table includes information about the mandatory patches that must be installed during the OFSDF Application Pack upgrade installation.
The following table includes information about the mandatory patches that must be applied.
Table 36: Mandatory Patches
One-Off Patch |
Description |
31509494 |
Download and install this mandatory OFSAAI one-off patch. This is a mandatory Pre-installation requirement for the OFSDF Application Pack upgrade installation from the 8.0.x versions to the 8.1.0.0.0 version on the Solaris operating system. For information about installing the patch, see the ReadMe document attached with the patch. |
31544548 |
Download this OFSDF one-off patch for the upgrade installation of the OFSDF application Pack 8.1.0.0.0 release. This patch is applicable only to the RDBMS mode of installation. |
33663417 |
Download this mandatory OFSAAI One-off Patch. See the ATTENTION below. |
ATTENTION |
For the Mandatory Patch ID 33663417: On the 10th of December 2021, Oracle released the Security Alert CVE-2021-44228 in response to the disclosure of a new vulnerability affecting Apache Log4J prior to 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 OFSAAI Mandatory Patch 33663417 whenever you Install or Upgrade the Application, or whenever you apply an Incremental Patch. |
Before you plan to upgrade any of your application packs to Release 8.1.0.0.0, ensure that all the application packs in your current OFSAA instance are available in the Release 8.1.0.0.0 version. Contact My Oracle Support (MOS) for more information about the release version details.
1. Backup the following environment file from the OFS_BFND_PACK/conf/ directory the directory:
§ OFS_BFND_PACK.xml
2. Backup the following environment files from the OFS_BFND_PACK/schema_creator/conf/ directory:
§ DBMASTER_SC.xml
§ OFS_BFND_SCHEMA_IN.xml
§ OFS_BFND_SCHEMA_BIGDATA_IN.xml
3. Backup the following environment file from the OFS_BFND_PACK/OFS_AAI/conf/ directory:
§ OFSAAI_InstallConfig.xml
4. Ensure that the following property files are present in the OFS_BFND_PACK/appsLibConfig/conf/ directory and make a backup:
§ Silent_upgrade_to_81.template
5. See OFSAA Technology Matrix for the hardware and software required to upgrade to the OFSDF Application Pack Release 8.1.0.0.0.
6. Enable unlimited cryptographic policy for Java. For more information, see the Enabling Unlimited Cryptographic Policy section in the Oracle Financial Services Advanced Analytical Applications Infrastructure Administration and Configuration Guide Release 8.1.x.
7. Clone your environment. For more information, see the Oracle Financial Services Analytical Applications Infrastructure Cloning Reference Guide Release 8.1.x.
8. If your environment consists of the OFS PFT Applications Pack, then before performing the OFSDF data model upload, execute the following prescript in the atomic schema:
DECLARE
V_REC_COUNT NUMBER;
BEGIN
SELECT COUNT(1) INTO V_REC_COUNT
FROM USER_CONSTRAINTS
WHERE TABLE_NAME='FSI_CURRENCIES'
AND CONSTRAINT_NAME='FK_FSI_CURRENCIES_2';
IF V_REC_COUNT = 1 THEN
EXECUTE IMMEDIATE 'ALTER TABLE FSI_CURRENCIES DROP CONSTRAINT FK_FSI_CURRENCIES_2';
END IF;
END;
/
NOTE |
After performing the OFSDF Release 8.1.0.0.0 data model upload, execute the postscript mentioned in the following sections: · Configuration for the OFS PFT Applications Pack after the OFSDF Data Model Upload for the scenario Upgrade from OFSDF v8.0.6.1.0 or a Higher Version to OFSDF v8.1.0.0.0. · Configuration for the OFS PFT Applications Pack after the OFSDF Data Model Upload for the scenario Install OFSDF Application Pack v8.1.0.0.0 on an Existing OFSAA Instance. This NOTE is applicable only if your environment consists of the Oracle Financial Services Profitability (OFS PFT) Applications Pack |
NOTE |
When upgrading the OFSAA Application Pack to the Release v8.1.0.0.0, the installation initially may fail as a result of any underlying issue. This issue results in the error "Warning: Object already exists" because re-installation also fails during the execution of the Prescript_Backup_Drop_Tables_81.sql File. Before attempting the re-installation, follow this Pre-installation procedure. If any Table Name with the term _8_BKP exists in the Schema, then follow these steps: 1. Rename the Table Name containing the Suffix _8_BKP to _8 (For example, rename FCT_COMMON_ACCOUNT_SUMMARY_8_BKP to FCT_COMMON_ACCOUNT_SUMMARY_8). 2. Execute the Postscripts manually. |
Release v8.1.0.0.0 of OFS Data Foundation Application Pack is not certified for AIX and Solaris x86 Operating Systems. If you are currently running OFSAA v8.0.x on AIX or Solaris x86 Operating Systems and plan to upgrade to Release v8.1.0.0.0, then you must migrate from AIX or Solaris x86 to Linux or Solaris SPARC. See the MOS Doc ID 2700084.1 for details.
If you are upgrading OFSDF Application Pack from a release prior to v8.0.6.1.0:
1. Upgrade OFSDF to v8.0.6.1.0 or later versions. For more information, see the corresponding version-specific Oracle Financial Services Data Foundation Application Pack Installation and Configuration Guide.
2. Upgrade from OFSDF v8.0.6.1.0 or later versions to OFSDF v8.1.0.0.0. For more information, see Upgrade from OFSDF v8.0.6.1.0 or a Higher Version to OFSDF v8.1.0.0.0.
NOTE |
The minimum supported version of OFSDF is v8.0.6.1.0 |
You are upgrading OFSDF Application Pack from the Release v8.0.6.1.0 or a higher version to the Release v8.1.0.0.0.
For example, you are using OFSDF v8.0.7.0.0 and now want to upgrade to the OFSDF v8.1.0.0.0.
NOTE |
If upgrading OFSDF Application Pack from a version before OFSDF v8.0.6.1.0, then first upgrade to OFSDF v8.0.6.1.0 or a higher version. To upgrade to OFSDF v8.0.6.1.0 or a higher version, see the corresponding version-specific Oracle Financial Services Data Foundation Application Pack Installation and Configuration Guide. |
Topics:
· Clone Your Existing Environment
· Update the OFS_BFND_PACK.xml File
· Update the Silent.props File
· Verify the Log File Information
Clone your existing environment to the v8.1.0.0.0 of OFSAA Technology Matrix. For more information, see the Oracle Financial Services Analytical Applications Infrastructure Cloning Reference Guide Release 8.0.x.
NOTE |
If the OFSDF Application Pack v8.0.7.0.0 and higher versions are already installed on the v8.1.0.0.0 OFSAA Technology Matrix, then you can switch the Oracle Client from 12c to 18c, and update the .profile file accordingly. In this scenario, you can skip the environment Cloning. Switching is done only for v8.1.0.0.0. The Application Pack will work only after the upgrade to v8.1.0.0.0 is complete. |
You must be logged in to the UNIX operating system as a non-root user to perform the following steps. To extract the OFSDF Application Pack software, follow these 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. Uncompress the unzip installer file with the command:
uncompress unzip_<os>.Z
NOTE |
If an error message "uncompress: not found [No such file or directory]" is displayed, contact your UNIX administrator. |
2. Assign 751 permission to the file with the following command:
chmod 751 unzip_<os>
For example, chmod 751 unzip_sparc
3. Extract the contents of the OFSDF Application Pack Release v8.1.0.0.0 installer archive file in the download directory with the following command:
unzip OFS_BFND_8.1.0.0.0_<Operating_System>.zip
NOTE |
Do not rename the Application Pack installer folder name on extraction from the archive. |
4. Log in to OFSAA Infrastructure Config Schema and execute the following SQL query:
ALTER TABLE CONFIGURATION MODIFY PARAMNAME VARCHAR2 (100 CHAR);
5. For Solaris OS, extract the one-off patch 31509494. See the ReadMe packaged with the patch for further instructions on how to install the patch.
NOTE |
This is a mandatory Pre-installation requirement for the OFSDF Application Pack upgrade installation from the 8.0.x versions to the 8.1.0.0.0 version on the Solaris operating system. |
6. Navigate to the Download Directory and assign 750 permission to the installer directory with the following command:
chmod –R 750 OFS_BFND_PACK
7. Extract the OFSDF mandatory one-off patch 31544548. See the Oracle Financial Services Data Foundation Application Pack Release Notes 8.1.0.0.1 for further instructions about how to extract the patch. This patch is applicable only to the RDBMS mode of installation.
Update the OFS_BFND_PACK.xml file. Enable only the existing installed Application Packs.
To configure the OFS_BFND_PACK.xml file, follow these steps:
1. Navigate to the <INSTALLER_DIRECTORY>/OFS_BFND_PACK/conf directory.
2. Rename the OFS_BFND_PACK.xml file to OFS_BFND_PACK.xml.template
3. Open the OFS_BFND_PACK.xml file in a text editor.
4. Update the OFS_BFND_PACK.xml file as mentioned in the following table only for the specified parameter.
NOTE |
For the Big Data mode of installation, enable the option as YES for the APP_ID parameter with the value OFS_AAIB as illustrated in the sample. |
Figure 40: Sample OFS_BFND_PACK.xml File with the Update for Upgrade
Table 37: Update Specific Parameters in the OFS_BFND_PACK.xml file
Tag Name |
Attribute Name |
Description |
Mandatory (Y/N) |
Comments |
APP_ID |
ENABLE |
Enable the Application or Product |
YES if installing in the SILENT mode. |
The default value is YES for Infrastructure. The default value is NO for Others. Permissible values are YES and NO. Set this attribute value to YES against every APP_ID, which is licensed and should be enabled for the upgrade. NOTE: The Application or Product once enabled cannot be disabled. However, the Application or Product not enabled during installation can be enabled later through the Administration UI. |
5. Save the file.
Topics:
· Silent Upgrade to OFSDF v8.1.0.0.0 for RDBMS
ATTENTION |
Do not install the new applications in the same segment if the preinstalled applications use Run Management. |
This section is applicable only for the RDBMS mode of OFSDF v8.1.0.0.0 upgrade installation.
NOTE |
In an integrated environment, Oracle recommends the customers to use the same Staging source in the Silent.props file for the T2Ts that load data from the Stage tables into the Result tables. |
To configure the Silent.props file to upgrade to the OFSDF Application Pack Release 8.1.0.0.0, follow these steps:
1. Navigate to the installer kit OFS_BFND_PACK/appsLibConfig/conf/ directory.
2. Rename the Silent_upgrade_to_81.template file to Silent.props.
3. Update the Silent.props file and mention the following parameters:
Table 38: Parameters for the Silent.props File (Silent_upgrade_to_81.template for RDBMS)
Property Name |
Description of Property |
Permissible values |
Comments |
LOG_MODE |
Mode for logging |
1 = Debug 0= General |
#Optional Default: 0 |
SEGMENT_1_CODE |
Segment Code |
Example: BFNDSEG |
#Mandatory Segment Code must be the same as the code that is used during the first OFSDF installation (Base Pack). |
APPFTP_LOG_PATH |
Information Domain Maintenance log path (to be created) for the new Information Domain for App Layer |
Example: /ftpshare/<INFODOM_NAME>/logs |
#Mandatory Information Domain Maintenance log path must be the same as the log path that is used during the first OFSDF installation (Base Pack). |
DBFTP_LOG_PATH |
Information Domain Maintenance log path (to be created) for the new Information Domain for DB Layer |
Example: /ftpshare/<INFODOM_NAME>/logs |
#Mandatory Information Domain Maintenance log path must be the same as the log path that is used during the first OFSDF installation (Base Pack). |
UPLOAD_MODEL |
Whether you want to perform Model Upload |
0 = No 1 = Yes |
#Mandatory |
MODEL_TYPE |
Released data model or Customized data model |
0 = released data model 1 = customized data model |
# Mandatory Only when UPLOAD_MODEL=1 |
DATAMODEL |
The file name for the customized data model |
Not Applicable |
# Mandatory Only when uploading the customized data model. # Option selected for MODEL_TYPE=1 |
DM_DIRECTORY |
The path for the customized data model |
Not Applicable |
#Mandatory Only when uploading the customized data model. # Option selected for MODEL_TYPE=1 |
ETL_APPSRC_TYPE |
The ETL application name |
0=New Pair 1=Existing |
#Mandatory |
ETL_NEW_SRCS_REQUIRED |
Whether ETL new sources are required |
N |
#Mandatory |
ENABLE_CONCURRENCY |
#Support for Parallelism |
0 = No 1 = Yes |
#Optional |
CONCURRENCY_LEVEL |
#Support for Parallelism |
Example: CONCURRENCY_LEVEL=10, which means 10 threads are triggered to handle the processing of fsapps. |
#Optional |
4. Save the file.
You are upgrading OFSDF Application Pack from Release 8.0.6.1.0 or later to Release 8.1.0.0.0.
For example, you are using release 8.0.7.0.0 and now want to upgrade to Release 8.1.0.0.0.
NOTE |
If upgrading from a version before OFSDF v8.0.6.1.0, then first upgrade to v8.0.6.1.0 or a higher version. To upgrade to OFSDF v8.0.6.1.0, see the corresponding version-specific Oracle Financial Services Data Foundation Application Pack Installation and Configuration Guide. |
To install the OFSDF Application Pack, follow these steps:
1. Ensure that you have completed the following steps:
a. Download the installer.
b. Perform the prerequisites for installation.
c. Prepare for Upgrade.
d. Extract the software.
e. Update the OFS_BFND_PACK.xml file.
f. Update the Silent.props file.
NOTE |
Ensure you have downloaded and applied the mandatory OFSAAI one-off patch 31509494. This is a mandatory Pre-installation requirement for the OFSDF Application Pack upgrade installation from the 8.0.x versions to the 8.1.0.0.0 version on the Solaris operating system. |
2. Enter the following command in the console to execute the OFSDF Application Pack installer with the Silent option:
./setup.sh SILENT
3. The installer proceeds with the Pre-Installation Checks.
4. Enter the OFSAA Processing Tier FTP/SFTP password value and proceed, when prompted in the command prompt.
Figure 41: OFSAA Processing Tier FTP/SFTP Password Prompt
NOTE |
Enter the password to access the Product Staging or Metadata repository directory FTPSHARE in the application server. |
5. The process displays the OFSAA License. Enter Y and proceed.
Figure 42: Accept the OFSAA License Agreement
6. The installer installs the OFSAAAI application.
Figure 43: OFS AAAI Silent Mode Installation
7. After OFSAAAI is installed, the OFSDF Application Pack installation begins.
Figure 44: OFSDF Application Pack Installation
NOTE |
· The data model upload may take several hours to complete. You can check the installation logs in the /OFS_BFND_PACK/OFS_FSDF/logs directory. · For the existing customers, with the DB XML, the time taken for the data model upload will be significantly reduced. You can upload the warehouse data from the operational systems to the database schema using the ERwin XML or Database XML file. Using the stand-alone command-line utility for TransformErwin.sh, you can transform ERwin XML into Database XML, and use the DB XML instead of ERwin XML to speed up the model upload process. For more information, see the Command Line Utility for Transforming ERwin XML to Database XML section in the Oracle Financial Services Advanced Analytical Applications Infrastructure User Guide Release 8.1.0.0.0. |
Figure 45: OFSDF Application Pack Installation Complete
8. The following message is displayed in the console:
Installation completed…
9. The OFSAA Infrastructure installation performs a post-install health check automatically on the successful installation of the product.
10. To verify if the release is applied successfully, check the log files mentioned in the section Verify the Log File Information.
NOTE |
If any applications are installed on top of OFS AAAI Application Pack 8.1.0.0.0 version, execute the script update_dq_batches_optional_params.sql, which is available in the folder $FIC_HOME/Post_AAI_Migration, after the installation of the applications. |
11. Install the OFSDF mandatory one-off patch 31544548. See the ReadMe packaged with the patch for further instructions on how to install the patch. This patch is applicable only to the RDBMS mode of installation.
12. For more information on securing your OFSAA Infrastructure, refer to the Oracle Financial Services Analytical Applications Infrastructure Security Guide Release 8.1.x.
13. After successful installation, perform the Post-installation procedures. For detailed information, see the Post-installation section.
14. Perform the necessary Additional Configuration.
NOTE |
The DMT screens are no more managed with a generic function since AAI v8.1.0.0.0. Starting from AAI v8.0.6.0.0, each action performed in the DMT screens require specific user roles and functions for various operations. Therefore, OFSDF has up taken the user roles and functions available for the AAI v8.1.0.0.0 DMT screens. From v8.1.0.0.0, OFSDF and AAI support only new functions and the new user roles mapped to the user groups. |
See the following logs files for more information:
· Pack_Install.log file in the OFS_BFND_PACK/logs/ directory.
· The OFS_FSDF_installation.log file and the OFS_FSDF_installation.err file in the OFS_BFND_PACK/OFS_FSDF/logs directory.
· Infrastructure installation log files in the OFS_BFND_PACK/OFS_AAI/logs/ directory.
· The OFSAAInfrastucture_Install.log file in the $FIC_HOME directory.
ATTENTION |
· You can ignore the "ORA-00001: unique constraint" error, and Object already exists and Table has a primary key warnings for the OFSA_CATALOG_OF_LEAVES table in the log file. · In case of any other errors, contact My Oracle Support (MOS). |
Follow the steps mentioned in the Post-installation section.
Topics:
· Execute the ModelUpgrade.sh file for the Postscripts
· Configuration for the OFS PFT Applications Pack after the OFSDF Data Model Upload
This section is applicable if you have performed the OFSDF v8.1.0.0.0 OOB data model upload outside of the installer.
After the successful upgrade of the OFSDF Application Pack to the v8.1.0.0.0 release, execute the OFSDF ModelUpgrade.sh file for Postscripts to restore the data and the metadata.
For detailed information, see the Execute the ModelUpgrade.sh file for the Postscripts and OFSDF Application Pack Upgrade Process sections in the Oracle Financial Services Data Foundation Application Pack Upgrade Guide Release 8.1.x.x.
If your environment consists of the Oracle Financial Services Profitability (OFS PFT) Applications Pack, then after performing the OFSDF data model upload, execute the following postscript in the atomic schema:
DECLARE
V_REC_COUNT NUMBER;
BEGIN
SELECT COUNT(1) INTO V_REC_COUNT
FROM USER_CONSTRAINTS
WHERE TABLE_NAME='FSI_CURRENCIES'
AND CONSTRAINT_NAME='FK_FSI_CURRENCIES_2';
IF V_REC_COUNT = 0 THEN
EXECUTE IMMEDIATE 'ALTER TABLE FSI_CURRENCIES ADD CONSTRAINT FK_FSI_CURRENCIES_2 FOREIGN KEY (REFERENCE_IRC) REFERENCES FSI_IRCS (INTEREST_RATE_CD)';
END IF;
END;
/
NOTE |
Before you execute the postscript, ensure you have executed the prescript mentioned in the section Prepare the Environment for Upgrade. This NOTE is applicable only if your environment consists of the Oracle Financial Services Profitability (OFS PFT) Applications Pack. |
For additional configuration information, see the Additional Configuration section.
This is an upgrade installation scenario, where you have already installed an application pack from the Release v8.1.0.0.0 and now you want to install another application pack from the Release v8.1.0.0.0. For example, the OFS ALM Application Pack is already installed and now you want to install the OFSDF Application Pack.
NOTE |
If you are upgrading the OFSAA Application Pack to the release v8.1.0.0.0, to ensure the successful deployment, you must upgrade the other packs installed in the same environment to the release v8.1.0.0.0. |
Topics:
· Update the OFS_BFND_PACK.xml File
· Update the Silent.props File
· Execute the Schema Creator Utility Only for the New OFSDF Application Pack
· Verify the Log File Information
You must be logged in to the UNIX operating system as a non-root user to perform the following steps. To extract the OFSDF Application Pack software, follow these 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. Uncompress the unzip installer file with the command:
uncompress unzip_<os>.Z
NOTE |
If an error message "uncompress: not found [No such file or directory]" is displayed, contact your UNIX administrator. |
2. Assign 751 permission to the file with the following command:
chmod 751 unzip_<os>
For example, chmod 751 unzip_sparc
3. Extract the contents of the OFSDF Application Pack Release v8.1.0.0.0 installer archive file in the download directory with the following command:
unzip OFS_BFND_8.1.0.0.0_<Operating_System>.zip
NOTE |
Do not rename the Application Pack installer folder name on extraction from the archive. |
4. Log in to OFSAA Infrastructure Config Schema and execute the following SQL query:
ALTER TABLE CONFIGURATION MODIFY PARAMNAME VARCHAR2 (100 CHAR);
5. For Solaris OS, extract the one-off patch 31509494. See the ReadMe packaged with the patch for further instructions on how to install the patch.
NOTE |
This is a mandatory Pre-installation requirement for the OFSDF Application Pack upgrade installation from the 8.0.x versions to the 8.1.0.0.0 version on the Solaris operating system. |
6. Navigate to the Download Directory and assign 750 permission to the installer directory with the following command:
chmod –R 750 OFS_BFND_PACK
7. Extract the OFSDF mandatory one-off patch 31544548. See the Oracle Financial Services Data Foundation Application Pack Release Notes 8.1.0.0.1 for further instructions about how to extract the patch. This patch is applicable only to the RDBMS mode of installation.
Update the OFS_BFND_PACK.xml file to enable only the existing installed Application Packs.
To configure the OFS_BFND_PACK.xml file, follow these steps:
1. Navigate to the OFS_BFND_PACK/conf/ directory.
2. Rename the file OFS_BFND_PACK.xml to OFS_BFND_PACK.xml.template
3. Open the OFS_BFND_PACK.xml file in a text editor.
4. Update the OFS_BFND_PACK.xml file as mentioned in the following table only for the specified parameter.
NOTE |
For the Big Data mode of installation, enable the option as YES for the APP_ID parameter with the value OFS_AAIB as illustrated in the sample. |
Figure 46: Sample OFS_BFND_PACK.xml File
Table 39: Update Specific Parameters in the OFS_BFND_PACK.xml file
Tag Name |
Attribute Name |
Description |
Mandatory (Y/N) |
Comments |
APP_ID |
ENABLE |
Enable the Application or Product |
YES if installing in the SILENT mode. |
The default value is YES for Infrastructure. The default value is NO for Others. Permissible values are YES and NO. Set this attribute value to YES against every APP_ID, which is licensed and should be enabled for the upgrade. NOTE: The Application or Product once enabled cannot be disabled. However, the Application or Product not enabled during installation can be enabled later through the Administration UI. |
5. Save the file.
Topics:
· Silent Upgrade to OFSDF v8.1.0.0.0 for RDBMS
ATTENTION |
Do not install the new applications in the same segment if the preinstalled applications use Run Management. |
This section is applicable only for the RDBMS mode of OFSDF v8.1.0.0.0 upgrade installation.
NOTE |
In an integrated environment, Oracle recommends the customers to use the same Staging source in the Silent.props file for the T2Ts that load data from the Stage tables into the Result tables. |
To configure the Silent.props file to upgrade to the OFSDF Application Pack Release 8.1.0.0.0, follow these steps:
1. Navigate to the installer kit OFS_BFND_PACK/appsLibConfig/conf/ directory.
2. Rename the Silent_upgrade_to_81.template file to Silent.props.
3. Update the Silent.props file and mention the following parameters:
Table 40: Parameters for the Silent.props File (Silent_upgrade_to_81.template for RDBMS)
Property Name |
Description of Property |
Permissible values |
Comments |
LOG_MODE |
Mode for logging |
1 = Debug 0= General |
# Optional; Default: 0 |
SEGMENT_1_CODE |
Segment Code |
Example: BFNDSEG |
# Mandatory Segment Code must be the same as the code that is used during the first OFSDF installation (Base Pack) |
APPFTP_LOG_PATH |
Information Domain Maintenance log path (to be created) for the new Information Domain for App Layer |
Example: /ftpshare/<INFODOM_NAME>/logs |
# Mandatory Information Domain Maintenance log path must be the same as the log path that is used during the first OFSDF installation (Base Pack) |
DBFTP_LOG_PATH |
Information Domain Maintenance log path (to be created) for the new Information Domain for DB Layer |
Example: /ftpshare/<INFODOM_NAME>/logs |
# Mandatory Information Domain Maintenance log path must be the same as the log path that is used during the first OFSDF installation (Base Pack) |
UPLOAD_MODEL |
Whether you want to perform Model Upload |
0 = No 1 = Yes |
# Mandatory |
MODEL_TYPE |
Released data model or Customized data model |
0 = released data model 1 = customized data model |
# Mandatory only in the case of UPLOAD_MODEL=1 |
DATAMODEL |
The file name for the customized data model |
Not Applicable |
# Mandatory only in the case of uploading the customized data model # Option selected for MODEL_TYPE=1 |
DM_DIRECTORY |
The path for the customized data model |
Not Applicable |
# Mandatory only in the case of uploading the customized data model # Option selected for MODEL_TYPE=1 |
ETL_APPSRC_TYPE |
The ETL application name |
0=New Pair 1=Existing |
# Mandatory |
ETL_NEW_SRCS_REQUIRED |
Whether ETL new sources are required |
N |
# Mandatory |
ENABLE_CONCURRENCY |
#Support for Parallelism |
0 = No 1 = Yes |
#Optional |
CONCURRENCY_LEVEL |
#Support for Parallelism |
Example: CONCURRENCY_LEVEL=10, which means 10 threads are triggered to handle the processing of fsapps. |
#Optional |
4. Save the file.
To execute the schema creator utility, follow these steps:
NOTE |
While defining the schema details for the application packs, provide the same schema details given in the previous installation. The output file OFS_BFND_SCHEMA_OUTPUT.xml is generated as a result of the schema creation process. |
1. Configure the Schema Creator Utility:
§ For the RDBMS installation, edit the file OFS_BFND_PACK/schema_creator/conf/OFS_BFND_SCHEMA_IN.xml in a text editor. See the Configure the OFS_BFND_SCHEMA_IN.xml File section for values to modify in the XML file.
2. Execute the utility with -s option.
For Example: ./osc.sh –s
For more information, see the Execute the Schema Creator Utility section.
You are upgrading OFSDF Application Pack from Release 8.0.6.1.0 or later to Release 8.1.0.0.0.
For example, you are using release 8.0.7.0.0 and now want to upgrade to Release 8.1.0.0.0.
NOTE |
If upgrading from a version before OFSDF v8.0.6.1.0, then first upgrade to v8.0.6.1.0 or later versions. To upgrade to OFSDF v8.0.6.1.0, see the installation guides Oracle Financial Services Data Foundation Application Pack Installation and Configuration Guide. |
To install the OFSDF Application Pack, follow these steps:
1. Ensure that you have completed the following steps:
a. Download the installer.
b. Perform the prerequisites for installation.
c. Prepare for Upgrade.
d. Extract the software.
e. Update the OFS_BFND_PACK.xml file.
f. Update the Silent.props file.
g. Execute the Schema Creator Utility.
NOTE |
Ensure you have downloaded and applied the mandatory OFSAAI one-off patch 31509494. This is a mandatory Pre-installation requirement for the OFSAA Application upgrade installation from the 8.0.x versions to the 8.1.0.0.0 version on the Solaris operating system. |
2. Enter the following command in the console to execute the OFSDF Application Pack installer with the Silent option:
./setup.sh SILENT
3. The installer proceeds with the Pre-installation Checks.
4. Enter the OFSAA Processing Tier FTP/SFTP password value and proceed, when prompted in the command prompt.
Figure 47: OFSAA Processing Tier FTP/SFTP Password Prompt
NOTE |
Enter the password to access the Product Staging or Metadata repository directory FTPSHARE in the application server. |
5. The process displays the OFSAA License. Enter Y and proceed.
Figure 48: Accept the OFSAA License Agreement
6. The installer installs the OFSAAAI application.
Figure 49: OFS AAAI Silent Mode Installation
7. After OFSAAAI is installed, the OFSDF Application Pack installation begins.
Figure 50: OFSDF Application Pack Installation
NOTE |
· The data model upload may take several hours to complete. You can check the installation logs in the /OFS_BFND_PACK/OFS_FSDF/logs directory. · For the existing customers, with the DB XML, the time taken for the data model upload will be significantly reduced. You can upload the warehouse data from the operational systems to the database schema using the ERwin XML or Database XML file. Using the stand-alone command-line utility for TransformErwin.sh, you can transform ERwin XML into Database XML, and use the DB XML instead of ERwin XML to speed up the model upload process. For more information, see the Command Line Utility for Transforming ERwin XML to Database XML section in the Oracle Financial Services Advanced Analytical Applications Infrastructure User Guide Release 8.1.0.0.0. |
Figure 51: OFSDF Application Pack Installation Complete
8. The following message is displayed in the console:
Installation completed…
9. The OFSAA Infrastructure installation performs a post-install health check automatically on the successful installation of the product.
10. To verify if the release is applied successfully, check the log files mentioned in the section Verify the Log File Information.
NOTE |
If any applications are installed on top of OFS AAAI Application Pack 8.1.0.0.0 version, execute the script update_dq_batches_optional_params.sql, which is available in the folder $FIC_HOME/Post_AAI_Migration, after the installation of the applications. |
11. Install the OFSDF mandatory one-off patch 31544548. See the ReadMe packaged with the patch for further instructions on how to install the patch. This patch is applicable only to the RDBMS mode of installation.
12. For more information on securing your OFSAA Infrastructure, refer to the Oracle Financial Services Analytical Applications Infrastructure Security Guide Release 8.1.x.
13. After successful installation, perform the Post-installation procedures. For detailed information, see the Post-installation section.
14. Perform the necessary Additional Configuration.
NOTE |
The DMT screens are no more managed with a generic function since AAI v8.1.0.0.0. Starting from AAI v8.0.6.0.0, each action performed in the DMT screens require specific user roles and functions for various operations. Therefore, OFSDF has up taken the user roles and functions available for the AAI v8.1.0.0.0 DMT screens. From v8.1.0.0.0, OFSDF and AAI support only new functions and the new user roles mapped to the user groups. |
See the following logs files for more information:
· The Pack_Install.log file in the OFS_BFND_PACK/logs/ directory.
· The OFS_FSDF_installation.log file and the OFS_FSDF_installation.err file in the OFS_BFND_PACK/OFS_FSDF/logs directory.
· The Infrastructure installation log files in the OFS_BFND_PACK/OFS_AAI/logs/ directory.
· The OFSAAInfrastucture_Install.log file in the $FIC_HOME directory.
ATTENTION |
· You can ignore the "ORA-00001: unique constraint" error, and Object already exists and Table has a primary key warnings for the OFSA_CATALOG_OF_LEAVES table in the log file. · In case of any other errors, contact My Oracle Support (MOS). |
Follow the steps mentioned in the Post-installation section.
Topics:
· Execute the ModelUpgrade.sh file for the Postscripts
· Configuration for the OFS PFT Applications Pack after the OFSDF Data Model Upload
This section is applicable if you have performed the OFSDF v8.1.0.0.0 OOB data model upload outside of the installer.
After the successful upgrade of the OFSDF Application Pack to the v8.1.0.0.0 release, execute the OFSDF ModelUpgrade.sh file for Postscripts to restore the data and the metadata.
For detailed information, see the Execute the ModelUpgrade.sh file for the Postscripts and OFSDF Application Pack Upgrade Process sections in the Oracle Financial Services Data Foundation Application Pack Upgrade Guide Release 8.1.x.x.
If your environment consists of the Oracle Financial Services Profitability (OFS PFT) Applications Pack, then after performing the OFSDF data model upload, execute the following postscript in the atomic schema:
DECLARE
V_REC_COUNT NUMBER;
BEGIN
SELECT COUNT(1) INTO V_REC_COUNT
FROM USER_CONSTRAINTS
WHERE TABLE_NAME='FSI_CURRENCIES'
AND CONSTRAINT_NAME='FK_FSI_CURRENCIES_2';
IF V_REC_COUNT = 0 THEN
EXECUTE IMMEDIATE 'ALTER TABLE FSI_CURRENCIES ADD CONSTRAINT FK_FSI_CURRENCIES_2 FOREIGN KEY (REFERENCE_IRC) REFERENCES FSI_IRCS (INTEREST_RATE_CD)';
END IF;
END;
/
NOTE |
Before you execute the postscript, ensure you have executed the prescript mentioned in the section Prepare the Environment for Upgrade. This NOTE is applicable only if your environment consists of the Oracle Financial Services Profitability (OFS PFT) Applications Pack. |
For additional configuration information, see the Additional Configuration section.