10  Upgrade

This section includes the procedures for the upgrade scenarios supported by OFSAA Reconciliation Framework Pack Release 8.1.0.0.0.

ATTENTION:   

·        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.

·        You can upgrade Oracle Financial Services Reconciliation Framework from base versions 8.0.6.1.0, 8.0.7.0.0, or 8.0.8.0.0 only.

·        Upgrade of only Stage Ledger Data and Stage Management Ledger source entities is performed.

·        Auto Reconciliation rules are not valid for 8.1.0.0.0.

·        Post upgrade, reconciliation types GL to PP and GL to MGL are created for all General Ledger to Product Processor and General Ledger to General Ledger rules, respectively.

·        Hive-hybrid upgrade is not supported.

 

Topics:

·        Pre-requisites

·        Upgrading the OFS Analytical Applications Reconciliation Framework Pack

·        Verify the Log File Information

·        Application-Specific Post Upgrade Steps

·        Post Upgrade Deployment Instructions

Pre-requisites

Topics:

·        Upgrade from OFSAA Reconciliation Framework Release v8.0.x on AIX or Solaris x86 Operating System

·        Clone Your Existing Environment

·        Mandatory step before upgrading

Upgrade from OFSAA Reconciliation Framework Release v8.0.x on AIX or Solaris x86 Operating System

Release v8.1.0.0.0 of OFSAA Reconciliation Framework 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 OFSAA 8.0.x.x.x Migration Guide for details.

Clone Your Existing Environment

If you are upgrading from one operating system (OS) to another or between different OS versions, you must do the following:

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

·        For cloning from OFS DM Release 8.0.6.1.0, 8.0.7.0.0 or 8.0.8.0.0 to OFSAA Reconciliation Framework version 8.1.0.0.0, see the Oracle Financial Services Analytical Applications Infrastructure Cloning Guide 

Mandatory step before upgrading

·        Enter the following details in the OFSAA_SETUP_APPLN_DTLS table in the config schema only if these entries are not already present.

Table 29: Mandatory step before upgrading

APPNAME

APPVERSION

DSNID

SEG_MAP_ID

SEGMENT_CODE

INSTALLED_FLAG

INSTALLED_DATE

GL

<last_version_installed>

Ex: 8.0.6.1.0

<INFODOM>

Ex: DMINFO

COMMON

<SEGMENT_CODE>

Ex: DMSEG

Y

<ANY_DATE>

Ex: 03-APR-20

 

Upgrading the OFS Analytical Applications Reconciliation Framework Pack

To upgrade the OFS DM application pack to 8.1.0.0.0, perform the following steps:

1.     Download the OFSAA Reconciliation Framework Pack v8.1.0.0.0 archive file and copy it to your OFSAA server in the Binary mode. See Download the OFS Analytical Applications Reconciliation Framework Pack Installer for instructions.

NOTE:   

The archive files are different for every operating system such as  Solaris and RHEL/Oracle Linux.

 

2.     Log in to the OFSAA Server.

3.     Shut down all the OFSAAI Services. For more information, see Stop the Infrastructure Services section.

4.     Execute the command:

chmod -R 750 $FIC_HOME

5.     If you have an unzip utility, skip to the next step. Else, download the unzip utility (OS-specific) and copy it in Binary mode to the directory that is included in your PATH variable; typically the $HOME path or directory in which you have copied the 8.1.0.0.0 installer.

6.     Uncompress the unzip installer file using the command:

uncompress unzip_<os>.Z

NOTE:   

In case you notice an error message uncompress: not found [No such file or directory] when the package is not installed, contact your UNIX administrator.

 

7.     Give EXECUTE permission to the file using the command:

chmod 751 OFS_DM_81000_<OperatingSystem>.zip

8.     Extract the contents of the Oracle Financial Services Analytical Applications Reconciliation Framework Pack 8.1. 0.0.0 installer archive file, using the command:

unzip_<os> <name of the file to be unzipped>

9.     Give the EXECUTE permission to the OFS_DM_PACK folder using the command:

chmod -R 775 OFS_DM_PACK

10.  For RDBMS upgrade:

a.     Before triggering the installation, update the configuration in the Silent.props file.

b.     Create a copy of the Silent.template file present in the installer /OFS_DM_PACK/appsLibConfig/conf location and rename it as Silent.props. 

NOTE:   

When you are entering the values, the names must be the same as the ones given in the previous full installation process.

 

c.     Edit the OFS_DM_PACK/conf/OFS_DM_PACK.xml to enable the product licenses. Update the attribute ENABLE=YES/NO in the OFS_DM_PACK.xml for licensing the app in the pack.

NOTE:   

Before installing the OFSAA Reconciliation Framework Pack, see Configure the OFS_DM_PACK.xml File for instructions.

 

11.  Execute setup.sh file using the following command:

./setup.sh SILENT

12.  Verify if the release is applied successfully by checking the log file generated in the installation folder. You can ignore ORA-00001, ORA-00955, ORA-02260, and ORA-01430 errors in the log file. In case of any other errors, contact My Oracle Support (MOS).

13.  If you are upgrading from v8.0.6.1.0 to v8.1.0.0.0, see the My Oracle Support Doc ID 2735014.1, for details on WF Table SQL Exception.

14.  For information about securing your OFSAA Infrastructure, refer to the OFSAA Security Guide in the OHC Documentation Library.

15.  Download and apply the mandatory one-off patches 31605076 and 31498038 from https://support.oracle.com.

Verify the Log File Information

Verify the log files in the locations mentioned in the Verify the Log File section.

Application-Specific Post Upgrade Steps

Follow these steps after completing your upgrade:

1.     Navigate to ficweb/webroot/WEB-INF/web.xml file. Remove the following entries from the .xml file.

-----------------------------------------------------------------------    

<filter>

        <filter-name>struts2</filter-name>

        <filter-class>org.apache.struts2.dispatcher.ng.filter.StrutsPrepareAndExecuteFilter</filter-class>

    </filter>

    <filter>

        <filter-name>struts-cleanup</filter-name>

        <filter-class>org.apache.struts2.dispatcher.ng.filter.StrutsPrepareFilter</filter-class>

    </filter>

 

    <filter-mapping>

        <filter-name>struts2</filter-name>

        <url-pattern>/glreconciliation/*</url-pattern>

        <url-pattern>/fsapps/*</url-pattern>

    </filter-mapping>

    <filter-mapping>

        <filter-name>struts-cleanup</filter-name>

        <url-pattern>/fsapps/*</url-pattern>

        <url-pattern>/glreconciliation/*</url-pattern>

    </filter-mapping>

--------------------------------------------------------------------------------------------------------------

2.     Navigate to the <FIC_HOME>/ficweb/webroot/WEB-INF/classes folder and perform the following changes:

a.     Remove the GL_Struts.xml file from the folder.

b.     Remove the tag:  <include file="GL_Struts.xml" /> from the struts.xml file.

3.     Execute the <INFODOM>_GL_MAPPING_POPULATION batch.

Post Upgrade Deployment Instructions

Follow these deployment instructions after the upgrade is complete.

 

Table 30: Post-deployment configurations

Sl. No.

Post-deployment configurations

1

Installing OBIEE or OAS Server

2

Installing OBIEE or OAS Windows Administration Client

3

Configuring Reconciliation Framework Analytics v8.1.0.0.0 Dashboards and Reports

4

Deploying Reconciliation Framework Pack Analytics

5

Starting Node Manager and WebLogic Servers

6

Logging in as System Administrator

7

Create Application Users.

8

Map Application User(s) to User Groups.

For application specific user group refer Mapping Application User(s) to User Group.

 

Enable Data Redaction in case of Upgrade

This section details the configurations required in case you want to enable Data Redaction in OFSAA applications after upgrade to OFSAA 8.1.0.0.0 version from a previous version. Additionally, these configurations are required in case you did not enable TDE during OFSAA Reconciliation Framework 8.1.0.0.0 installation but want to enable it at a later point of time.

See Enable Data Redaction for more information.

Part III

Topics:

·        Configure the Web Server

·        Configure Resource Reference in Web Servers

·        Configure Work Manager in Web Application Servers

 

View OFSAA Product Licenses after Installation of Application Pack

In an integrated environment, where you have multiple applications installed on the same domain or infrastructure, OFSAAI allows you to see the other licensed applications through the UI. For more information, see the View OFSAA Product Licenses after Installation of Application Pack in the OFS Analytical Applications Infrastructure User Guide Release 8.1.0.0.0.