3 Complete Installation Checklist

For a successful installation, perform the steps listed in the Complete Installation Checklist. You can use this checklist to have a quick glance at everything that you will be doing to install this application. The link provided in each step takes you to a section either within this document or to another referenced document.

Table 3-1 Complete Installation Checklist

Sl. No.	Pre-installation Activity
1	Install all the prerequisite hardware and software given in the OFS Analytical Applications Technology Matrix.
2	Verify the System Environment using the Environment Check Utility.
3	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
4	Configure the Database Instance settings.
5	Install and configure the web application server.
6	Configure the HTTP settings on the web server.
7	Mount the FSS to Compute Virtual Machine if you are deploying on the cloud server. Note: This step is applicable only for deployment on the Oracle Cloud Infrastructure.
8	Open the Network Ports for OFSAA Services if you are deploying on the cloud server. Note: This step is applicable only for deployment on the Oracle Cloud Infrastructure.
9	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
10	Download the OFS HM installer kit and erwin data model.
11	Extract the installer kit.

Table 3-2 Installation Activity

Sl. No.	Installation Activity
1	Configure the OFS_HM_PACK.xml file.
2	Configure the OFS_HM_SCHEMA_IN.xml file.
3	Execute the Schema Creator Utility in Online, Offline, modes, and verify the log file.
4	Configure the Silent.props file.
5	Configure the OFSAAI_InstallConfig.xml file.
6	Trigger the application installation.
7	Verify the installation logs.

Table 3-3 Post Installation Activity

Sl. No.	Post-installation Activity
1	Update the Config Schema. Note: This step is applicable only for deployment on the Oracle Cloud Infrastructure.
2	Edit the WDSL Property File. Note: This step is applicable only for deployment on the Oracle Cloud Infrastructure.
3	Stop the Infrastructure services.
4	Create and deploy EAR/WAR files.
5	Start the OFSAA Infrastructure services.
6	Access the OFSAA application.
7	Configure excludeURLList.cfg file.
8	Configure the webserver.
9	Configure the Resource Reference in web application servers.
10	Configure the Work Manager in the web application servers.
11	Change the ICC batch ownership.
12	EAR/WAR File - Build Once and Deploy Across Multiple OFSAA Instances.
13	Set Data Redaction in OFS HM.
14	Implement Data Protection in OFSAA.
15	Configure Tomcat.
16	Add TNS entries in the tnsnames.ora file.
17	Update the OBIEE URL.
18	Configure Data Source.
19	Post-deployment Configuration. OBIEE Configuration – Deploy OFS HM Analytics. Logging as System Administrator. Create Application Users. Map the Application User(s) to User Groups. HM Pack User Groups.

Table 3-4 Additional Configurations

Sl. No.	Additional Configuration Activity
1	Add FTP/SFTP Configuration for File Transfer
2	Configure the Infrastructure Server Memory.
3	Change IP or Hostname, Ports, Deployed Paths of the OFSAA Instance.
4	Execute the Encryption Changer.
5	Configure the Infrastructure LDAP Configuration.
6	Configure password changes.
7	Configure Java Virtual Machine.
8	Configure Internal Service (Document Upload/Download).