4 Installation Checklist

Checklist to validate OFSAA Installation

For seamless OFSAA installation, refer to the following checklist:

Table 4-1 Installation Checklist

  Sl. No. Activity
Pre-installation Steps 1 Install all the prerequisite hardware and software as per the Oracle Financial Services Analytical Applications 8.1.2.0.0 Technology Matrix.
2 Verify the System Environment using the Environment Check Utility.
3 Configure the Database Instance settings.
4 Install and configure the web application server.
5 Configure the HTTP settings on the web server.
6 (Optional) Install and configure for Big Data/Hive.
7

Create the Installation, Download, and Metadata Repository Directories:

  • Installation directory
  • Temporary directory
  • Staging Area/Metadata Repository
  • Download directory
8

Configure the following Operating System and File System settings:

  • File Descriptor
  • Total number of processes
  • Port(s)
  • .profile file permissions
  • Add FTP/SFTP configuration for file transfer (to access staging area and metadata directory)
9

Update the following Environment Settings as 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
10 (Optional) Install and configure Oracle R/ Oracle R Enterprise.
11 Download the installer kit.
Installation Steps 12 Extract the installer kit.
13 Configure the OFS_<App pack>_PACK.xml file.
14 Configure the OFS_<App pack>_SCHEMA_IN.xml file.
15 (Optional) Configure the <App pack>_SCHEMA_BIGDATA_IN.xml file.
16 Execute the Schema Creator Utility in Online, Offline, or TCPS modes and verify the log file.
17 Configure the OFSAAI_InstallConfig.xml file.
18 Trigger the application installation.

Post-Installation Steps

 19 Verify the installation logs.
20 Verify that all patches are successfully installed.
21 Backup the OFS_<PACK>_SCHEMA_IN .xml and OFS_<PACK>_SCHEMA_OUTPUT.xml files.
22 Stop the OFSAA Infrastructure services.
23 Create and deploy EAR or WAR files.
24 Assign Grants for schemas.
25 Start the OFSAA Infrastructure services.
26 Access the OFSAA Application.
27 Configure the excludeURLList.cfg file.
28 (Optional) Configure Big Data Processing.
29 Create Application Users.
30 Map Application User(s) to User Groups.
31 Add TNS entries in the TNSNAMES.ORA file.
32 Set TDE and Data Redaction in OFSAAI.
33 Implement Data Protection in OFSAAI.

Additional Configuration

 34 Configure the web server.
35 Configure Resource Reference in web servers.
36 Configure Work Manager in web application servers.
37 Add FTP/SFTP Configuration for File Transfer.
38 Configure Infrastructure Server Memory.
39 Retrieve Patch Information.
40 Change IP/Hostname, Ports, Deployed Paths of the OFSAA Instance.
41 Set Infrastructure LDAP Configuration.
42 Configure OFSAAI Web Services.
43 Configure Message Details in Forms Designer.
44 Configure Password Changes.
45 Configure Java Virtual Machine.
46 Configure Internal Service.