1.3.2 Basic Setup using GUI Installer

This topic explains the systematic instructions about basic setup using the GUI installer.

The steps to load objects from the shipment media are given below:

1. Double-click ‘FCUBSInstaller.bat’ batch file to launch Oracle Banking Trade Finance Universal Installer. The following screen is displayed. Select Utilities option and click ‘Next’ button.
   
   

   
   Description of the illustration s1_installer_prerequisites.png

   
   
2. Select ‘Day Zero Setup’ in Utility Screen and click 'Next' as shown below:
   
   

   
   Description of the illustration s2_installer_utility.png

   
   
3. Click ‘Next’ and in the below screen. OBTF Schema details to be entered is displayed:
   
   

   
   Description of the illustration s3_installer_database-installation.png

   
   

   Field	Description
   User Name	Specify the user name to access the schema.
   Password	Enter the schema password.
   Service Name	Provide service name of database.
   IP Address	Specify the IP address of the system where the database schema is installed. Note: IP Address should be same as mentioned in the TNSnames.ora
   Port	Specify the port number.
   TNS Connect Descriptor	Specify the TNS Connect Descriptor. Here Entity Schema is mandatory, atleast minimum one entry should be provided. Entity Id value is default i.e. ‘ENTITY_ID1’ for first entry. Provide the JNDI Name for the ENTITY_ID1. By default the jndi name is ‘jdbc/fcjdevDS’ Give the Schema Details for the Entity1. Here Compile In All Entities Field is ‘N’. (As using the Single Entity Concept).

4. Click ‘Next’ and the following screen is displayed:
   
   
   Description of the illustration s4_installer_basic-setup-details.png
   
   
5. Screen displays basic setup details for table ‘CSTB_PARAM’.

   Here Oracle directory name (present in all_directories table in the schema) must be added for WORK_AREA and TRACE_AREA. Oracle directory name must be added for other required parameters also.

   Oracle directory creation in the schema can be done as below :

   Create or replace directory dir_name as 'directory_path’;

6. Click on ‘Next’ button to display Limits integration Parameters Screen as shown below:
   
   
   Description of the illustration s6_installer_limits-integration.png
   
   Limits Integration Parameters will be set based on values read from fcubs.properties file browsed.
7. Click on ‘Next’ button. Screen displays parameters for table SMTB_MODULES_GROUP.
   If any change is required in the JNDI name, edit the same and click on Update.
   

   
   Description of the illustration s7_installer_basic-setup.png

   
   
8. Click ‘Next’. The following screen is displayed.
   
   
   Description of the illustration s8_installer_basic-setup-2.png
   
   
   Screen displays basic setup details for bank and branch, refer the table below:

   Field	Description
   Bank Code	Enter the bank code.
   Bank Name	Enter the bank name.
   Branch Code	Enter the branch code.
   Country Code	Enter the Country code.
   Country Description	Enter the Country Description.
   Cheque Number Mask	Enter the Cheque Number Mask.
   Process Deployment	Choose mode of process deployment between BPEL or BPMN.
   Screen also displays basic setup details for dates:
   Input Date	Enter the input date.
   Current Business Date	Enter the current business date.
   Previous Business Date	Enter the previous business date.
   Next Business Date	Enter the next business date.
   Next to Next Business Date	Enter the next to next business date.

9. Click ‘Next’. The following screen is displayed.
   
   
   Description of the illustration s9_installer_basic-setup-3.png
   
   
   Screen displays basic setup details for currency, User can change them, refer the table below:

   Field	Description
   Local Currency Code	Enter Local Currency Code.
   Local Currency Name	Enter Local Currency Name.
   Current Fin Cycle	Enter Current Financial Cycle (any year from 2011 to 2050).
   Current Fin Period	Enter Current Financial Period (QT1 to QT4,M01 to M12)
   ISO Currency Code	Enter ISO Currency Code. Screen also displays basic setup details for the creating a user in Banking Trade Finance. Creation of ‘SYSTEM’ user is mandatory for payments processing, it needs to be created as part of static data setup.
   External Password	Check this box to specify the external password.
   User Name	Displays the user name. Change the user name if required.
   Password or LDAP User Name	Specify the password and it is mandatory. You can use the following characters in the password: Alphabets in uppercase Alphabets in lowercase Numerals You cannot use ‘_’ (underscore) in the password.

10. Click ‘Next’ and the following screen is displayed:
    
    
    Description of the illustration s10_installer_basic-setup-details-2.png
    
    
11. Click ‘Start Setup’ button to compile the entries. On completion the below Screen will be seen.

    User created logs can be viewed by clicking SMS users Log button.
    
    Description of the illustration s11_installer_basic-setup-details-3.png
    
    
    Description of the illustration s11_message.png
    

    This completes the basic setup process.