4         Pre-installation

This section contains the pre-installation requirements to install the OFS ALM application.

Topics

·        Pre-installation Checklist

·        Hardware and Software Requirements and Specifications

·        License Information

·        Verify System Environment

·        Install Oracle R distribution and Oracle R Enterprise (ORE)

·        Preparing for Installation

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..

Table 5: Pre-installation Checklist

Sl. No.

Activity

1

Install all the prerequisite hardware and software given in the Tech Matrix.

2

License Information

3

Verify the System Environment using the Environment Check Utility.

4

Configure the Database Instance settings.

5

Install and configure the web application server.

6

Configure the HTTP settings on the web server.

7

Configure the following Operating System and File System settings:

·        File Descriptor

·        Total number of processes

·        Port (or Ports)

·        .profile file permissions

·        Set up the SFTP Private Key

8

Update the following Environment Settings 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

(Optional) Install and configure Oracle R or Oracle R Enterprise.

10

Prepare for Installation

·        Download the OFS ALM Application Pack installer kit

·        Prerequisites for Installation

·        Create the Installation, Download, and Metadata Repository Directories

·        Compatibility Matrix

Hardware and Software Requirements

For a list of all the hardware and software requirements including operating systems, database, web servers, and web application server versions for which this release of the Oracle Financial Services Asset Liability Management Application Pack is qualified can be found in the Technology Matrix

Table 6: Recommended Software Combination

Operating System

Database

Web Application Server

Web Server

Oracle Linux

Oracle Database

Oracle WebLogic Server or

Apache Tomcat Server

Oracle HTTP Server or Apache HTTP Server

 

License Information

For details of the third-party software tools used, see the OFSAA Licensing Information User Manual Release 8.1.0.0.0.

Verify System Environment

To verify your system environment meets the minimum requirements for the installation, a Pre-install Check utility is available within the Install Kit archive file. This utility can also be obtained separately by contacting My Oracle Support.

Though the system environment verification is an integral and automated part of the installation of this software product, Oracle strongly recommends running this utility before beginning the installation as part of your organization's "Installation Readiness Verification Process".

For information on downloading and using this utility, see the Oracle Financial Services Analytical Applications Infrastructure Environment Check Utility Guide.

Install Oracle R distribution and Oracle R Enterprise (ORE)

This is an optional step and required only if you intend to use Oracle R scripting in the Oracle Financial Services Enterprise Modeling Application.

Install Oracle R Distribution and Oracle R Enterprise (Server Components) on the Oracle Database server. See the Oracle R Enterprise Installation and Administration Guide for Linux at Oracle R Enterprise Documentation Library. For supported versions of ORD and ORE, see the Tech Matrix.

 

NOTE

If you use ORE 1.4.1 with Oracle Financial Services Enterprise Modeling, you must set the session time zone in the R_HOME/etc/Rprofile.site file on the database server, where R_HOME is the home directory of the R instance on which ORE server packages are installed. Alternatively, you can set the session time zone in scripts registered within OFS EM by using the Sys.env(TZ=<time zone>) R function.

 

Preparing for Installation

This section describes how to download the installer and the mandatory prerequisites you must ensure installing the OFS ALM Application Pack.

Download the OFS ALM Application Pack Installer and Mandatory Patches

To download the OFS ALM Application Pack Installer Release v8.1.0.0.0, follow these steps:

1.     Log in to the Oracle Software Delivery Cloud (OSDC) with a valid Oracle account.

Figure 1: Oracle Software Delivery Cloud Page

This illustration displays the OSDC login window. You must have valid credentials to log in.

Description of Oracle Software Delivery Cloud Page as follows

2.     Search for the full product name Oracle Financial Services Asset Liability Management Application Pack and download the installer archive.

Figure 2: Oracle Software Delivery Cloud Search Page

This illustration displays the search results, when you search for OFS Asset Liability Management Application Pack.

Description of Oracle Software Delivery Cloud Search Page as follows

 

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

4.      Download the following mandatory one-off patches from My Oracle Support into the download directory that exists in the OFSAAAI installation setup:

Patch ID

Description

31605076

Access to features owing to the additional license functionality that gets installed through the OFS AAI Extension Pack.

31545589

For pack-on-pack installation on new atomic schema.

 

NOTE

Select the required archive files for either Solaris SPARC or Linux based on the operating system of your OFSAAAI.

 

5.      Log in to My Oracle Support, search for the 33663417 Mandatory Patch in the Patches & Updates Tab and download it.

 

 

ATTENTION

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 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 33663417 Mandatory Patch whenever you install or upgrade the application, or apply an incremental patch.

 

NOTE

You can download the OFS ALM ERWIN data model patch from the bug number 31483382.

You can download the OFS ALMBI ERWIN data model patch from the bug number 31483401.

Data model patches are now released at granularity of each application. This is in contrast to the strategy followed for OFS ALM v8.0.x.0.0, where the DM patches were only released at the pack level.

·        Installer will only upload the data model of the selected applications. Data models of the unselected or unlicensed applications will not be uploaded, that is, data model upload is skipped for the unselected or unlicensed applications.

·        Installer will only execute the installer scripts of the selected applications. Scripts of the unselected or unlicensed applications will not be executed and are skipped.

If all applications in the pack are selected, then the installer handles both the data model upload and the installation scripts execution.

 

Compatibility Matrix

This table lists the applications or app-combinations that must not be installed on a single infodom.

Table 7: List of Applications Not to be Installed in on a Single Infodom

If you are installing

Do not install

OFS_ALM_PACK

OFS_PFT_INS_PACK

OFS_BD_PACK

OFS_CRR_PACK

OFS_PFT_INS_PACK

OFS_PFT_PACK

OFS_ALM_PACK

OFS_BSP_PACK

OFS_ALM_PACK

OFS_PFT_INS_PACK

OFS_BSP_PACK

OFS_PFT_INS_PACK

OFS_PFT_PACK

OFS_PFT_INS_PACK

OFS_BD_PACK

OFS_CRR_PACK

This table lists the applications or app-combinations that can be installed on a single infodom. For more information, see the Install OFS ALM Application Pack v8.1.0.0.0 on an Existing OFSAA Instance.

Table 8: List of Applications can be Installed in on a Single Infodom

If you are installing

Can be installed

OFS_ALM_PACK

PLATFORM

PFT

FTP

ALMBI

DIH

FTP

BASEL_BASIC

CIRPA

CIIPA

EFPA

BASEL_BASIC

OREC

BASEL_ANALYTICS

BASEL_ADV

GL

DGSEBA

DGS

INTF_FCUBS

INTF_FAH

INTF_OBP

INTF_DRM

DIH

HM

LLFP

LRM

OFSAAAI

RP

CREC

OREC

 

NOTE

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

For example, If you are upgrading the ALM Application Pack to release v8.1.0.0.0, you must upgrade the other packs (PFT, IFRS, and so on) installed in the same environment to release v8.1.0.0.0, to ensure successful deployment.