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 Pre-installation Checklist

Sl. No. Pre-installation Activity
1 Install all the prerequisite hardware and software given in the Tech Stack.
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 webserver.
6

Create the Installation, Download, and Metadata Repository Directories:

  • Installation directory
  • Temporary directory
  • Staging Area/Metadata Repository
  • Download directory
7

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
8

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
9 Download the installer kit and erwin data models.

Table 3-2 Installation Checklist

Sl. No. Installation Activity
1 Extract the installer kit.
2 Configure the OFS_PAM_PACK.xml file.
3 Configure the OFS_PAM_SCHEMA_IN.xml file.
4 Execute the Schema Creator Utility in Offline, Online, or TCPS, modes and verify the log file.
5 Configure the OFSAAI_InstallConfig.xml file.
6 Configure the Silent.props file.
7 Trigger the application installation.

Table 3-3 Post-installation Checklist

Sl. No. Post-installation Activity
1 Verify the installation logs.
2 Patch OFSAA Infrastructure Installation.
3 Back up the SCHEMA_CREATOR.xml, OFS_PM_SCHEMA_OUTPUT.xml, and Silent.props files.
4 Stop the OFSAA Infrastructure services.
5 Create and deploy EAR/WAR files.
6 Assign Grants for Schemas.
7 Start the OFSAA Infrastructure services.
8 Configure the Web Server.
9 Configure the Resource Reference in Web Application Servers.
10 Configure the Work Manager in the Web Application Servers.
11 Updating Atomic Schema Data Source in Web Logic
11 Disabling Data Types in WebLogic.
12 Access the OFSAA application.
13 OFSAA Landing Page
14 Configure the excludeURLList.cfg file.
15 Configuring Tomcat for User Group Authorization, Data Mapping, and Disabling WADL for the Web Service
16 Change the ICC batch ownership.
17 Create Application Users.
18 Map the Application User(s) to User Groups.
19 Changes in .profile file for Solaris Operating System
20 View OFSAA Product Licenses after Installation of Application Pack
21 Configuration for Dimension Management
22 Changes for Oracle Database Server 18c and 19C
23 Excel upload mapping and template.
24 Configure TDE and Data Redaction in OFSAAI.

Table 3-4 Additional Configuration

Sl. No. Additional Configuration Activity
1 Add FTP/SFTP Configuration for File Transfer.
2 Configure the Infrastructure Server Memory.
3 Retrieve the Patch Information
4 Set OLAP Data Server Configuration
5 Change IP or Hostname, Ports, Deployed Paths of the OFSAA Instance.
6 Configure the Infrastructure LDAP.
7 Configure and deploy the OFSAAI web services.
8 Enable the parallel execution of DML statements.
9 Configure the message details in the Forms Designer.
10 Clear the application cache.
11 Configure the password changes.
12 Configure the Java Virtual Machine.
13 Configure the internal service (Document Upload/Download).
14 Update the OFSAA 8.1.2.x Java 8 Instance to Java 11