Table of Contents

• Title and Copyright Information
• 1 Preface
  • 1.1 Intended Audience
  • 1.2 Access to Oracle Support
  • 1.3 Related Documents
  • 1.4 Conventions
  • 1.5 Abbreviations
• 2 About Oracle Financial Services Advanced Analytical Applications Infrastructure (OFSAAAI) Application Pack
  • 2.1 Oracle Financial Services Analytical Applications Infrastructure (OFSAAI)
    • 2.1.1 Components of OFSAAI
    • 2.1.2 OFSAA Infrastructure High Availability
    • 2.1.3 Deployment Topology
  • 2.2 About Oracle Financial Services Analytical Applications Infrastructure Extension Pack
  • 2.3 OFS Price Creation and Discovery Application Pack
  • 2.4 Installation Overview
• 3 Complete Installation Checklist
• 4 Hardware and Software Requirements
  • 4.1 Third-party Licensing Information
  • 4.2 Verify System Environment
  • 4.3 Oracle Database Instance Settings
  • 4.4 Web Application Server Settings
  • 4.5 Web Server Settings
  • 4.6 Create the Installation, Download, and Metadata Repository Directories
  • 4.7 Configure the OS File System Settings and Environment Settings in the .profile File
    • 4.7.1 Configure Operating System and File System Settings
    • 4.7.2 Configure the Environment Settings
      • 4.7.2.1 Java Settings
      • 4.7.2.2 Oracle Database Server and Client Settings
      • 4.7.2.3 TNS entries in the TNSNAMES.ORA file for Non-TCPS and TCPS
        • 4.7.2.3.1 Non-TCPS
        • 4.7.2.3.2 TCPS
      • 4.7.2.4 Oracle Essbase Settings
      • 4.7.2.5 Time Zone Settings
  • 4.8 Remove ContextDocLoader from the web.xml File in WebLogic
• 5 Pre-installation
  • 5.1 Pre-installation Checklist
  • 5.2 Preparing for Installation
    • 5.2.1 Download the OFS PCD Application Pack Installer and Erwin Data Models
    • 5.2.2 Prerequisites for Installation
      • 5.2.2.1 Apex 21.1 and ORDS 21.1.3.153.1102 Software Installation to Database
        • 5.2.2.1.1 Mandatory Steps during ORDS Installation
    • 5.2.3 Add Atomic Schema Details in the tnsnames.ora File
  • 5.3 Oracle Database Instance Settings
  • 5.4 Web Application Server Settings
  • 5.5 Web Server Settings
  • 5.6 Create the Installation, Download, and Metadata Repository Directories
  • 5.7 Configure the OS File System Settings and Environment Settings in the .profile File
    • 5.7.1 Configure Operating System and File System Settings
      • 5.7.1.1 Configure the Environment Settings
        • 5.7.1.1.1 Java Settings
        • 5.7.1.1.2 Oracle Database Server and Client Settings
        • 5.7.1.1.3 TNS entries in the TNSNAMES.ORA file for Non-TCPS and TCPS
          • 5.7.1.1.3.1 Non-TCPS
          • 5.7.1.1.3.2 TCPS
        • 5.7.1.1.4 Oracle Essbase Settings
        • 5.7.1.1.5 Time Zone Settings
    • 5.7.2 Preparing for Installation
      • 5.7.2.1 Download the OFS PCD Application Pack Installer and Erwin Data Models
      • 5.7.2.2 Prerequisites for Installation
        • 5.7.2.2.1 Apex 21.1 and ORDS 21.1.3.153.1102 Software Installation to Database
          • 5.7.2.2.1.1 Mandatory Steps during ORDS Installation
      • 5.7.2.3 Add Atomic Schema Details in the tnsnames.ora File
  • 5.8 Remove ContextDocLoader from the web.xml File in WebLogic
• 6 Installation
  • 6.1 Installation Checklist
  • 6.2 Extract the Software
  • 6.3 Configure the OFS_PM_PACK.xml File
  • 6.4 Configure the Schema Creator Utility
    • 6.4.1 Prerequisites
    • 6.4.2 Configure the Schema Creator Utility for RDBMS Installation
      • 6.4.2.1 Configure the OFS_PM_SCHEMA_IN.xml File
  • 6.5 Execute the Schema Creator Utility
    • 6.5.1 Execute the Schema Creator Utility in Offline Mode
    • 6.5.2 Execute the Schema Creator Utility in Online Mode
    • 6.5.3 Execute the Schema Creator Utility in TCPS Mode
      • 6.5.3.1 Prerequisites
        • 6.5.3.1.1 Configure OFSAA to Store Config Schema, Atomic Schema, and SysDBA Credentials with Oracle Wallet
    • 6.5.4 Execute the Schema Creator Utility while Installing Subsequent Applications Pack
  • 6.6 Configure the OFSAAI_InstallConfig.xml File
    • 6.6.1 Set Up the SFTP Private Key
  • 6.7 Configure the Silent.props File
  • 6.8 Install the OFS PCD Application Pack
• 7 Post-installation
  • 7.1 Post-installation Checklist
  • 7.2 Verify the Log File Information
  • 7.3 Backup SCHEMA_CREATOR_IN.xml, OFS_PM_SCHEMA_OUTPUT.xml, and Silent.props Files
  • 7.4 Patch OFSAA Infrastructure Installation
  • 7.5 Stop the Infrastructure Services
  • 7.6 Create the EAR/WAR File
  • 7.7 Start the Infrastructure Services
  • 7.8 Configure the Web Server
    • 7.8.1 Configure WebSphere Application Server for Application Deployment
      • 7.8.1.1 Create a New Profile in WebSphere
      • 7.8.1.2 Manage IBM WebSphere SDK Java Technology Edition Versions
      • 7.8.1.3 Manage Applications in WebSphere
      • 7.8.1.4 Configure WebSphere Application Server to Initialize Filters before Initializing Load-On-Startup Servlets and Allowing Empty Servlets Maps
      • 7.8.1.5 Configure WebSphere Application Server Persistence to JPA Specification 2.0
      • 7.8.1.6 Configure WebSphere Application Server to Use a Load Balancer or Proxy Server
      • 7.8.1.7 Delete WebSphere Profiles
      • 7.8.1.8 Configure WebSphere HTTPS
      • 7.8.1.9 Configure WebSphere Memory Settings
      • 7.8.1.10 Configure WebSphere for Rest Services Authorization
    • 7.8.2 Configure WebLogic for Application Deployment
      • 7.8.2.1 Create Domain in WebLogic Server
      • 7.8.2.2 Delete Domain in WebLogic
      • 7.8.2.3 Configure WebLogic Memory Settings
    • 7.8.3 Configure Apache Tomcat Server for Application Deployment
      • 7.8.3.1 Tomcat User Administration
      • 7.8.3.2 Configure Servlet Port
      • 7.8.3.3 Configure SSL Port
      • 7.8.3.4 Configure Apache Tomcat Memory Settings
      • 7.8.3.5 Configure Tomcat for User Group Authorization
      • 7.8.3.6 Uninstall WAR Files in Tomcat
  • 7.9 Configure Application Security in WebSphere
    • 7.9.1 Configure Resource Reference in WebSphere Application Server
      • 7.9.1.1 Create a JDBC Provider
      • 7.9.1.2 Create Data Source
      • 7.9.1.3 Create J2C Authentication Details
      • 7.9.1.4 Define JDBC Connection Pooling
    • 7.9.2 Configure Resource Reference in WebLogic Application Server
      • 7.9.2.1 Create Data Source
      • 7.9.2.2 Create GridLink Data Source
      • 7.9.2.3 Configure Multi-data Sources
      • 7.9.2.4 Configure Advanced Settings for Data Source
      • 7.9.2.5 Configure JDBC Connection Pooling
      • 7.9.2.6 Create Workmanager
    • 7.9.3 Configure Resource Reference in Tomcat Application Server
      • 7.9.3.1 Create Data Source
      • 7.9.3.2 Define JDBC Connection Pooling
      • 7.9.3.3 Configure ClassLoader for Apache Tomcat
  • 7.10 Configure Work Manager in Web Application Servers
    • 7.10.1 Configure Work Manager in WebSphere Application Server
      • 7.10.1.1 Create Work Manager
      • 7.10.1.2 Map Work Manager to OFSAA WebSphere Instance
    • 7.10.2 Configure Work Manager in WebLogic Application Server
  • 7.11 Access the OFSAA Application
  • 7.12 OFSAA Landing Page
  • 7.13 View OFSAA Product Licenses after Installation of Application Pack
  • 7.14 Data Minimization
  • 7.15 Change the ICC Batch Ownership
  • 7.16 Add TNS entries in the TNSNAMES.ORA File
  • 7.17 Create Application Users
  • 7.18 Map Application User(s) to User Group
  • 7.19 Excel Upload Mapping and Template
  • 7.20 Configure Transparent Data Encryption (TDE) and Data Redaction in OFSAA
    • 7.20.1 Prerequisites
    • 7.20.2 Transparent Data Encryption (TDE)
      • 7.20.2.1 Configure a Software Keystore and Encrypted Tablespace Creation
      • 7.20.2.2 Test the Encryption
    • 7.20.3 Data Redaction
• 8 Additional Configuration
  • 8.1 Add FTP/SFTP Configuration for File Transfer
  • 8.2 Configure Infrastructure Server Memory
  • 8.3 Retrieve Patch Information
  • 8.4 Change IP/ Hostname, Ports, Deployed Paths of the OFSAAInstance
  • 8.5 Set Infrastructure LDAP Configuration
  • 8.6 Configure OFSAAI Web Services
  • 8.7 Enable Parallel Execution of DML statements
  • 8.8 Configure Message Details in Forms Designer
  • 8.9 Clear the Application Cache
  • 8.10 Configure Password Changes
  • 8.11 Configure Java Virtual Machine
  • 8.12 Configure Internal Service (Document Upload/ Download)
• 9 Migrate Excel Upload Functionality
• 10 Frequently Asked Questions (FAQs) and Error Dictionary
• A ORDS Limitation for Web Sphere
• B Integrating OFS FTP and OFS PCD
  • B.1 Software requirements
  • B.2 Installation Sequence
  • B.3 Post-installation Steps
  • B.4 Manual Steps to do before testing FTP from PCD UI
    • B.4.1 Testing the Services through Postman
    • B.4.2 Pricing Service