8       Upgrade

Topics:

·        Upgrade Scenarios 

·        Perform the Data Model Upload Outside of the Installer 

·        Prepare for Upgrade 

·        Upgrade from Oracle Insurance Data Foundation Application Pack Release v8.0.x on AIX or Solaris x86 Operating System 

·        Upgrade from OIDF v8.0.5.0.0 or Earlier Versions to OIDF v8.0.6.0.0 or a Higher Version

·        Upgrade from OIDF v8.0.6.0.0 or a Higher Version to OIDF v8.1.0.0.0 

·        Upgrade OIDF Application Pack to 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.

 

Upgrade Scenarios

 

ATTENTION

Ensure you run the upgrade installer only on the cloned environment.

 

Table 39: OIDF Release 8.1.0.0.0 Upgrade Scenarios

Scenario

Installation and Upgrade Instructions

Upgrade from Oracle Insurance Data Foundation Application Pack Release v8.0.x on AIX or Solaris x86 Operating System

Release v8.1.0.0.0 of Oracle Insurance 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 OIDF v8.0.5.0.0 or Earlier Versions to OIDF v8.0.6.0.0 or a Higher Version

In this scenario, you are upgrading the OIDF application pack from the Release v8.0.5.0.0 or an earlier version to the Release v8.0.6.0.0 or a higher version. Then upgrade to OIDF v8.1.0.0.0.

Example: You are using the OIDF v8.0.5.0.0 release and now want to upgrade to the OIDF v8.1.0.0.0.

1.     Upgrade your current OIDF version to the OIDF v8.0.6.0.0 or later versions.

2.     Clone your existing environment to the OFSAA Technology Matrix v8.1.0.0.0.

3.     Upgrade from OIDF v8.0.6.0.0 or a later version to OIDF 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_OIDF_PACK.xml file to enable ONLY the existing installed applications.

6.     Update the Silent.props file present in the OIDF v8.1.0.0.0 installer pack.

7.     Trigger the installation.

Upgrade from OIDF v8.0.6.0.0 or a Higher Version to OIDF v8.1.0.0.0 

In this scenario, you are upgrading the OIDF Application Pack from Release v8.0.7.0.0 or higher versions to Release 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 are installed as per the OFSAA Technology Matrix v8.1.0.0.0.

4.     Update the OFS_OIDF_PACK.xml file to enable ONLY the existing installed applications.

5.     Update the Silent.props file present in the OIDF 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.

Upgrade OIDF Application Pack to v8.1.0.0.0 on an Existing OFSAA Instance 

In this scenario, an Application Pack of v8.1.0.0.0 is already installed and now you need to upgrade OIDF Application Pack from v.8.0.6.0.0 or a later version to v8.1.0.0.0.

Example: OFS ALM v8.1.0.0.0 Application Pack is already installed and now you need to install the OIDF Application 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_OIDF_PACK.xml file of the OIDF Application Pack.

3.     Update the Silent.props file of the OIDF Application Pack.

4.     Run the schema creator utility ONLY for the OIDF Application Pack.

5.     Trigger the installation.

6.     Execute  the  ModelUpgrade.sh file for the Postscripts to restore the data and then metadata.

 

Perform the Data Model Upload Outside of the Installer

This section is applicable if you are performing the OIDF v8.1 OOB Data Model upload outside of the installer. A utility is introduced called the ModelUpgrade utility, which is packaged in this release of the OIDF 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 ModelUpgrade.sh File for the Prescripts

Execute the OIDF 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 OIDF Application Pack upgrade to v8.1.0.0.0.

For detailed information, see the Execute the ModelUpgrade.sh file for the Prescripts and OIDF Application Pack Upgrade Process sections in the Oracle Insurance Data Foundation Application Pack Upgrade Guide Release 8.1.0.0.0.

Prepare for Upgrade

This section provides information about the preparations that need to be done before proceeding with the upgrade installation.

Topics:

·        Download the OIDF Application Pack Installer and Data Model

·        Prepare the Environment for Upgrade 

Download the OIDF Application Pack Installer and Data Model

This section provides the details of the download that you need to complete before triggering the application installation.

Topics:

·        Download the OIDF Application Pack Installer

·        Download the Data Model 

·        Download and Install the Mandatory Patch

Download the OIDF Application Pack Installer

To download the OIDF 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 42: Oracle Software Delivery Cloud Login Page

Title: Description of the Oracle Software Delivery Cloud Login Page follows - Description: This illustration shows the Oracle Software Delivery Cloud Login page. You must have valid credentials to access this page.

2.     Search for the full product name Oracle Insurance Data Foundation and download the installer archive for this release version.

3.     Copy the installer archive into the download directory (in Binary mode) in the setup identified for the OIDF Application Pack installation.

Download the Data Model

To download the OIDF OOB v8.1.0.0.0 Data Model, follow these steps:

 

NOTE

This is an optional section that is applicable if you are performing the customized model upload. The ModelUpgrade utility is packaged in this OIDF 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 OIDF Data Model installer patch 31924513 and download the patch. See the Readme available with the patch for further instructions about downloading the patch and extracting the erwin files.

For detailed instructions to perform the OIDF v8.1.0.0.0 OOB Data Model upload outside of the installer, see the Oracle Insurance Data Foundation Application Pack Upgrade Guide Release 8.1.0.0.0.

Download and Install the Mandatory Patch

The following table includes information about the mandatory patches that must be installed during the OIDF Application Pack upgrade installation.

Table 40: 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 OIDF 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 to the patch.

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.

 

Prepare the Environment for Upgrade

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_OIDF_PACK/conf/ directory:

§       OFS_OIDF_PACK.xml

2.     Backup the following environment files from the OFS_OIDF_PACK/schema_creator/conf/ directory:

§       DBMASTER_SC.xml

§       OFS_OIDF_SCHEMA_IN.xml

§       OFS_OIDF_SCHEMA_BIGDATA_IN.xml

3.     Backup the following environment file from the OFS_OIDF_PACK/OFS_AAI/conf/ directory:

§       OFSAAI_InstallConfig.xml

4.     Ensure that the following property files are present in the OFS_OIDF_PACK/appsLibConfig/conf/ directory and make a backup:

§       Silent_upgrade_from_806.template

5.     See Oracle Financial Services Analytical Applications 8.1.0.0.0 Technology Matrix for the hardware and software required to upgrade to the OIDF 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 8.0.x.

Upgrade from Oracle Insurance Data Foundation Application Pack Release v8.0.x on AIX or Solaris x86 Operating System

Release v8.1.0.0.0 of Oracle Insurance 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 OIDF v8.0.5.0.0 or Earlier Versions to OIDF v8.0.6.0.0 or a Higher Version

If you are upgrading OIDF Application Pack from a release prior to v8.0.6.0.0:

1.     Upgrade OIDF to v8.0.6.0.0 or later versions. For more information, see the corresponding version-specific Oracle Insurance Data Foundation Application Pack Installation and Configuration Guide.

2.     Upgrade from OIDF v8.0.6.0.0 or later versions to OIDF v8.1.0.0.0. For more information, see Upgrade from OIDF v8.0.6.0.0 or a Higher Version to OIDF v8.1.0.0.0.

 

NOTE

The minimum supported version of OIDF is v8.0.6.0.0

 

Upgrade from OIDF v8.0.6.0.0 or a Higher Version to OIDF v8.1.0.0.0

This section provides information about upgrading the OIDF Application Pack from Release v8.0.6.0.0 or a higher version to Release v8.1.0.0.0.

For example, you are using OIDF v8.0.7.0.0 and now want to upgrade to the OIDF v8.1.0.0.0.

 

NOTE

If upgrading OIDF Application Pack from a version before OIDF v8.0.6.0.0, then first upgrade to OIDF v8.0.6.0.0 or a higher version. To upgrade to OIDF v8.0.6.0.0 or a higher version, see the corresponding version-specific Oracle Insurance Data Foundation Application Pack Installation and Configuration Guide.

 

Topics:

·        Clone Your Existing Environment

·        Extract the Software

·        Update the OFS_OIDF_PACK.xml File

·        Update the Silent.props File

·        Trigger the Installation

·        Verify the Log File Information 

·        Post-installation Steps

·        Additional Configuration

Clone Your Existing Environment

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 OIDF Application Pack v8.0.7.0.0 or higher version is already installed on the Oracle Financial Services Analytical Applications 8.1.0.0.0 Technology Matrix, then you can switch the Oracle Client from 12c to 19c, 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 works only after the upgrade to v8.1.0.0.0 is complete.

 

Extract the Software

You must be logged in to the UNIX operating system as a non-root user to perform the following steps. To extract the OIDF 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 OIDF Application Pack Release v8.1.0.0.0 installer archive file in the download directory with the following command:

unzip OFS_OIDF_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 OIDF 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_OIDF_PACK

Update the OFS_OIDF_PACK.xml File

Update the OFS_OIDF_PACK.xml file. Enable only the existing installed Application Packs.

To configure the OFS_OIDF_PACK.xml file, follow these steps:

1.     Navigate to the <INSTALLER_DIRECTORY>/OFS_OIDF_PACK/conf directory.

2.     Rename the OFS_OIDF_PACK.xml file to OFS_OIDF_PACK.xml.template

3.     Open the OFS_OIDF_PACK.xml file in a text editor.

4.     Update the OFS_OIDF_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 43: Sample OFS_OIDF_PACK.xml File with the Update for Upgrade

Title: Description of the sample OFS_OIDF_PACK.xml file follows - Description: This illustration shows the OFS_OIDF_PACK.xml file with sample values for the parameters.

 

Table 41: Update Specific Parameters in the OFS_OIDF_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: You cannot disable the Application or Product after you enable it. However, the Application or Product not enabled during installation can be enabled later through the Administration UI.

 

5.     Save the file.

Update the Silent.props File

This section provides information about the Silent.props file configuration for OIDF upgrade installation.

Topics:

·        Silent Upgrade to OIDF 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.

 

Silent Upgrade to OIDF v8.1.0.0.0 for RDBMS

This section is applicable only for the RDBMS mode of OIDF v8.1.0.0.0 upgrade installation.

 

NOTE

In an integrated environment, Oracle recommends the customers 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 OIDF Application Pack Release 8.1.0.0.0, follow these steps:

1.     Navigate to the installer kit OFS_OIDF_PACK/appsLibConfig/conf/ directory.

2.     Rename the Silent_upgrade_from_806.template file to Silent.props.

3.     Update the Silent.props file and mention the following parameters:

 

Table 42: Parameters for the Silent.props File (Silent_upgrade_from_806.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: OIDFSEG

#Mandatory

The Segment Code must be the same as the code that is used during the first OIDF 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 OIDF 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 OIDF installation (Base Pack).

UPLOAD_MODEL

Whether you need 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.

Trigger the Installation

You are upgrading OIDF Application Pack from Release 8.0.6.0.0 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 OIDF v8.0.6.0.0, then first upgrade to v8.0.6.0.0 or a higher version. To upgrade to OIDF v8.0.6.0.0, see the corresponding version-specific Oracle Insurance Data Foundation Application Pack Installation and Configuration Guide.

 

To upgrade the OIDF Application Pack from Release v8.0.6.0.0 or higher versions to Release v8.1.0.0.0, follow these steps:

1.     Ensure that you have completed the following steps:

a.     Download the installer.

b.     Perform the prerequisites for installation.

c.     Prepare the environment for Upgrade.

d.     Clone your existing environment.

e.     Extract the software.

f.       Update the OFS_OIDF_PACK.xml file.

g.     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 OIDF 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 OIDF 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 44: OFSAA Processing Tier FTP/SFTP Password Prompt

Title: Description of the OFSAA Processing Tier FTP/SFTP Password prompt follows - Description: This illustration shows the OFSAA Processing Tier FTP/SFTP Password prompt. Type the correct FTP/SFTP password. 

 

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 45: Accept the OFSAA License Agreement

Title: Description of the OFSAA License Agreement follows - Description: This illustration shows the OFSAA License Agreement. To proceed with the installation and accept the agreement, type Y. 

6.     The installer installs the OFSAAI application.

Figure 46: OFSAAI Silent Mode Installation

Title: Description of the OFSAAI Silent Mode Installation follows - Description: This illustration shows installation of the OFSAAI Application Pack in the SILENT mode.

7.     After OFSAAI is installed, the OIDF Application Pack installation begins.

Figure 47: OIDF Application Pack Installation

Title: Description of the OIDF Silent Mode Installation follows - Description: This illustration shows installation of the OIDF Application Pack in the SILENT mode.

 

NOTE

·        The Data Model upload may take several hours to complete. You can check the installation logs in the /OFS_OIDF_PACK/OFS_OIDF/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 the TransformErwin.sh file, 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 48: OIDF Application Pack Installation Complete

Title: Description of the Successful OIDF Installation follows - Description: This illustration shows the successful installation of the OIDF Application Pack in the SILENT mode.

8.     When the installation is complete, 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 the 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.  For more information on securing your OFSAA Infrastructure, refer to the Oracle Financial Services Analytical Applications Infrastructure Security Guide Release 8.1.x.

12.  After successful installation, perform the Post-installation procedures. For detailed information, see the Post-installation section.

13.  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, OIDF 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, OIDF and AAI support only new functions and the new user roles mapped to the user groups.

 

Verify the Log File Information

See the following logs files for more information:

·        Pack_Install.log file in the OFS_OIDF_PACK/logs/ directory.

·        The OFS_OIDF_installation.log file and the OFS_OIDF_installation.err file in the OFS_OIDF_PACK/OFS_OIDF/logs directory.

·        Infrastructure installation log files in the OFS_OIDF_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).

 

 

Post-installation Steps

Follow the steps mentioned in the Post-installation section.

Topics:

·        Execute the ModelUpgrade.sh file for the Postscripts

Execute the ModelUpgrade.sh File for the Postscripts

This section is applicable if you have performed the OIDF v8.1.0.0.0 OOB Data Model upload outside of the installer.

After the successful upgrade of the OIDF Application Pack to the v8.1.0.0.0 release, execute the OIDF 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 OIDF Application Pack Upgrade Process sections in the Oracle Insurance Data Foundation Application Pack Upgrade Guide Release 8.1.0.0.0.

Additional Configuration

For additional configuration information, see the Additional Configuration section.

Upgrade OIDF Application Pack to v8.1.0.0.0 on an Existing OFSAA Instance

In this upgrade installation scenario, an Application Pack of v8.1.0.0.0 is already installed and now you need to upgrade OIDF Application Pack from v.8.0.6.0.0 or a later version to v8.1.0.0.0. For example,  OFS ALM v8.1.0.0.0 Application Pack is already installed and now you need to install the OIDF Application Pack.

 

NOTE

If you are upgrading the OFSAA Application Pack to the release v8.1.0.0.0, to ensure successful deployment, you must upgrade the other packs installed in the same environment to the release v8.1.0.0.0.

 

Topics:

·        Extract the Software

·        Update the OFS_OIDF_PACK.xml File

·        Update the Silent.props File

·        Execute the Schema Creator Utility Only for the OIDF Application Pack

·        Trigger the Installation

·        Verify the Log File Information 

·        Post-installation Steps

·        Additional Configuration

Extract the Software

You must be logged in to the UNIX operating system as a non-root user to perform the following steps. To extract the OIDF 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 OIDF Application Pack Release v8.1.0.0.0 installer archive file in the download directory with the following command:

unzip OFS_OIDF_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 OIDF 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_OIDF_PACK

Update the OFS_OIDF_PACK.xml File

Update the OFS_OIDF_PACK.xml file to enable only the existing installed Application Packs.

To configure the OFS_OIDF_PACK.xml file, follow these steps:

1.     Navigate to the OFS_OIDF_PACK/conf/ directory.

2.     Rename the file OFS_OIDF_PACK.xml to OFS_OIDF_PACK.xml.template

3.     Open the OFS_OIDF_PACK.xml file in a text editor.

4.     Update the OFS_OIDF_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 49: Sample OFS_OIDF_PACK.xml File with the Update for Upgrade

Title: Description of the sample OFS_OIDF_PACK.xml file follows - Description: This illustration shows the OFS_OIDF_PACK.xml file with sample values for the parameters.

 

Table 43: Update Specific Parameters in the OFS_OIDF_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: You cannot disable the Application or Product after you enable it. However, the Application or Product not enabled during installation can be enabled later through the Administration UI.

 

5.     Save the file.

Update the Silent.props File

Topics:

·        Silent Upgrade to OIDF 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.

 

Silent Upgrade to OIDF v8.1.0.0.0 for RDBMS

This section is applicable only for the RDBMS mode of OIDF v8.1.0.0.0 upgrade installation.

 

NOTE

In an integrated environment, Oracle recommends the customers 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 OIDF Application Pack Release 8.1.0.0.0, follow these steps:

1.     Navigate to the installer kit OFS_OIDF_PACK/appsLibConfig/conf/ directory.

2.     Rename the Silent_upgrade_from_806.template file to Silent.props.

3.     Update the Silent.props file and mention the following parameters:

Figure 50: Sample of the Silent.props file (Silent_upgrade_from_806.template for RDBMS) for upgrade installation

Title: Description of the sample Silent.props file (Silent.template) for the RDBMS mode of upgrade installation follows - Description: This illustration shows the Silent.props file (Silent.template) for the RDBMS mode of upgrade installation with the property name and permissible values.

 

Table 44: Parameters for the Silent.props File (Silent_upgrade_from_806.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: OIDFSEG

# Mandatory

Segment Code must be the same as the code that is used during the first OIDF 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 OIDF 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 OIDF installation (Base Pack)

UPLOAD_MODEL

Whether you need 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.

Execute the Schema Creator Utility Only for the OIDF Application Pack

To execute the schema creator utility, follow these steps:

 

NOTE

When defining the schema details for the application packs, provide the same schema details given in the previous installation. The output file OFS_OIDF_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 OFS_OIDF_PACK/schema_creator/conf/OFS_OIDF_SCHEMA_IN.xml file in a text editor. See the Configure the OFS_OIDF_SCHEMA_IN.xml File section to modify the values in the XML file.

2.     Execute the utility with the -s option.

For Example: ./osc.sh –s

For more information, see the Execute the Schema Creator Utility section.

Trigger the Installation

You are upgrading OIDF Application Pack from Release 8.0.6.0.0 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 OIDF v8.0.6.0.0, then first upgrade to v8.0.6.0.0 or later versions. To upgrade to OIDF v8.0.6.0.0, see the installation guides Oracle Insurance Data Foundation Installation and Configuration Guide.

 

To install the OIDF Application Pack, follow these steps:

1.     Ensure that you completed the following procedures:

a.     Download the installer.

b.     Perform the prerequisites for installation.

c.     Prepare for Upgrade.

d.     Extract the software.

e.     Update the OFS_OIDF_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 OIDF 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 51: OFSAA Processing Tier FTP/SFTP Password Prompt

Title: Description of the OFSAA Processing Tier FTP/SFTP Password prompt follows - Description: This illustration shows the OFSAA Processing Tier FTP/SFTP Password prompt. Type the correct FTP/SFTP password. 

 

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 52: Accept the OFSAA License Agreement

Title: Description of the OFSAA License Agreement follows - Description: This illustration shows the OFSAA License Agreement. To proceed with the installation and accept the agreement, type Y. 

6.     The installer installs the OFSAAI application.

Figure 53: OFSAAI Silent Mode Installation

Title: Description of the OFSAAI Silent Mode Installation follows - Description: This illustration shows installation of the OFSAAI Application Pack in the SILENT mode.

7.     After OFSAAI is installed, the OIDF Application Pack installation begins.

Figure 54: OIDF Application Pack Installation

Title: Description of the OIDF Silent Mode Installation follows - Description: This illustration shows installation of the OIDF Application Pack in the SILENT mode.

 

NOTE

·        The Data Model upload may take several hours to complete. You can check the installation logs in the /OFS_OIDF_PACK/OFS_OIDF/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 the TransformErwin.sh file, 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 55: OIDF Application Pack Installation Complete

Title: Description of the Successful OIDF Installation follows - Description: This illustration shows the successful installation of the OIDF Application Pack in the SILENT mode.

8.     When the installation is complete, 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 the 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.  For more information on securing your OFSAA Infrastructure, refer to the Oracle Financial Services Analytical Applications Infrastructure Security Guide Release 8.1.x.

12.  After successful installation, perform the Post-installation procedures. For detailed information, see the Post-installation section.

13.  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, OIDF 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, OIDF and AAI support only new functions and the new user roles mapped to the user groups.

 

Verify the Log File Information

See the following logs files for more information:

·        The Pack_Install.log file in the OFS_OIDF_PACK/logs/ directory.

·        The OFS_OIDF_installation.log file and the OFS_OIDF_installation.err file in the OFS_OIDF_PACK/OFS_OIDF/logs directory.

·        The Infrastructure installation log files in the OFS_OIDF_PACK/OFS_AAI/logs/ directory.

·        The OFSAAInfrastucture_Install.log file in the $FIC_HOME directory.

 

ATTENTION

·        When upgrading the OIDF Application Pack to v8.1.0.0.0 in an integrated environment, you can ignore the Object already exists and the Table has a primary key warnings for the OFSA_CATALOG_OF_LEAVES table in the log file.

·        You can ignore the "ORA-00001: unique constraint" error.

·        In case of any other errors, contact My Oracle Support (MOS).

 

Post-installation Steps

Follow the steps mentioned in the Post-installation section.

Topics:

·        Execute the ModelUpgrade.sh file for the Postscripts

Execute the ModelUpgrade.sh File for the Postscripts

This section is applicable if you have performed the OIDF v8.1.0.0.0 OOB Data Model upload outside of the installer.

After the successful upgrade of the OIDF Application Pack to the v8.1.0.0.0 release, execute the OIDF 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 OIDF Application Pack Upgrade Process sections in the Oracle Insurance Data Foundation Application Pack Upgrade Guide Release 8.1.0.0.0.

Additional Configuration

For additional configuration information, see the Additional Configuration section.