Table of Contents

• Title and Copyright Information
• 1 Preface
  • 1.1 Audience
  • 1.2 Access to Oracle Support
  • 1.3 Related Documents
  • 1.4 Additional Documents to Read
  • 1.5 Conventions
  • 1.6 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 Installation Overview
  • 2.4 OFS Profitability Management Pack (OFS PAM Pack)
• 3 Complete Installation Checklist
• 4 Hardware and Software Requirements
  • 4.1 Third-party Licensing Information
  • 4.2 Verify System Environment
  • 4.3 Web Server Settings
• 5 Pre-installation
  • 5.1 Pre-installation Checklist
  • 5.2 Preparing for Installation
    • 5.2.1 Download the OFS Profitability Management Pack Installer and Erwin Data Models
    • 5.2.2 Prerequisites for Installation
  • 5.3 Compatibility Matrix
• 6 Installation
  • 6.1 Installation Checklist
  • 6.2 Extract the Software
  • 6.3 Configure the OFS_PAM_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_PAM_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
      • 6.5.3.2 Execute the Schema Creator Utility
    • 6.5.4 Execute the Schema Creator Utility when Installing the 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 Profitability Management Pack (OFS PAM Pack)
• 7 Post-installation
  • 7.1 Post-installation Checklist
  • 7.2 Verify the Log File Information
  • 7.3 Patch OFSAA Infrastructure Installation
  • 7.4 Backup SCHEMA_CREATOR_IN.xml, OFS_PAM_SCHEMA_OUTPUT.xml, and Silent.props Files
  • 7.5 Stop the Infrastructure Services
  • 7.6 Create and Deploy the EAR/WAR Files
    • 7.6.1 Create the EAR/WAR File
      • 7.6.1.1 Non-TCPS Installed Setup
      • 7.6.1.2 TCPS Installed Setup
    • 7.6.2 Explode the EAR File
      • 7.6.2.1 Install Application
    • 7.6.3 Deploy the EAR/WAR File
      • 7.6.3.1 Clear the Application Cache
      • 7.6.3.2 Deploy the EAR/WAR Files on WebSphere
        • 7.6.3.2.1 Start the Application
      • 7.6.3.3 Deploy the EAR/WAR Files for WebLogic
      • 7.6.3.4 Deploy WAR Files on Tomcat
  • 7.7 Assign Grants for Schemas
    • 7.7.1 Assign Grants for Atomic Schema
    • 7.7.2 Assign Grants for Config Schema
    • 7.7.3 Assign Grants for Config Schema Entities for Atomic Users
  • 7.8 Start the Infrastructure Services
    • 7.8.1 Start the Web Application Servers
  • 7.9 Configure the Web Server
    • 7.9.1 Configure WebSphere Application Server for Application Deployment
      • 7.9.1.1 Create a New Profile in WebSphere
      • 7.9.1.2 Manage IBM WebSphere SDK Java Technology Edition Versions
      • 7.9.1.3 Manage Applications in WebSphere
      • 7.9.1.4 Configure WebSphere Application Server to Initialize Filters before Initializing Load-On-Startup Servlets and Allowing Empty Servlets Maps
      • 7.9.1.5 Configure WebSphere Application Server Persistence to JPA Specification 2.0
      • 7.9.1.6 Configure WebSphere Application Server to Use a Load Balancer or Proxy Server
      • 7.9.1.7 Delete WebSphere Profiles
      • 7.9.1.8 Configure WebSphere HTTPS
      • 7.9.1.9 Configure WebSphere Memory Settings
      • 7.9.1.10 Configure WebSphere for Rest Services Authorization
    • 7.9.2 Configure WebLogic for Application Deployment
      • 7.9.2.1 Create Domain in WebLogic Server
      • 7.9.2.2 Delete Domain in WebLogic
      • 7.9.2.3 Configure WebLogic Memory Settings
    • 7.9.3 Configure Apache Tomcat Server for Application Deployment
      • 7.9.3.1 Tomcat User Administration
      • 7.9.3.2 Configure Servlet Port
      • 7.9.3.3 Configure SSL Port
      • 7.9.3.4 Configure Apache Tomcat Memory Settings
      • 7.9.3.5 Configure Tomcat for User Group Authorization
      • 7.9.3.6 Uninstall WAR Files in Tomcat
    • 7.9.4 Additional Configurations for Web Servers
      • 7.9.4.1 Configure Application Security in WebSphere
      • 7.9.4.2 Configure WebSphere Shared Library to Support Jersey 2x and Jackson 2.9x Libraries
  • 7.10 Configure Application Security in WebSphere
    • 7.10.1 Configure Resource Reference in WebSphere Application Server
      • 7.10.1.1 Create a JDBC Provider
      • 7.10.1.2 Create Data Source
      • 7.10.1.3 Create J2C Authentication Details
      • 7.10.1.4 Define JDBC Connection Pooling
    • 7.10.2 Configure Resource Reference in WebLogic Application Server
      • 7.10.2.1 Create Data Source
      • 7.10.2.2 Create GridLink Data Source
      • 7.10.2.3 Configure Multi-data Sources
      • 7.10.2.4 Configure Advanced Settings for Data Source
      • 7.10.2.5 Configure JDBC Connection Pooling
      • 7.10.2.6 Create Workmanager
    • 7.10.3 Configure Resource Reference in Tomcat Application Server
      • 7.10.3.1 Create Data Source
      • 7.10.3.2 Define JDBC Connection Pooling
      • 7.10.3.3 Configure ClassLoader for Apache Tomcat
  • 7.11 Configure Work Manager in Web Application Servers
    • 7.11.1 Configure Work Manager in WebSphere Application Server
      • 7.11.1.1 Create Work Manager
      • 7.11.1.2 Map Work Manager to OFSAA WebSphere Instance
    • 7.11.2 Configure Work Manager in WebLogic Application Server
  • 7.12 Updating Atomic Schema Data Source in Web Logic
  • 7.13 Disabling Data Types in Web Logic
  • 7.14 Access the OFSAA Application
  • 7.15 OFSAA Landing Page
  • 7.16 Configure the excludeURLList.cfg File
  • 7.17 Configuring Tomcat for User Group Authorization, Data Mapping, and Disabling WADL for the Web Service
  • 7.18 Change the ICC Batch Ownership
  • 7.19 Create Application Users
  • 7.20 Map Application User(s) to User Group
  • 7.21 Changes in .profile file for Solaris Operating System
  • 7.22 View OFSAA Product Licenses after Installation of Application Pack
  • 7.23 Configuration for Dimension Management
  • 7.24 Changes for Oracle Database Server 18c and 19C
  • 7.25 Excel Upload Mapping and Template
  • 7.26 Prerequisites
  • 7.27 Transparent Data Encryption (TDE)
    • 7.27.1 Configure a Software Keystore and Encrypted Tablespace Creation
      • 7.27.1.1 Set the Software Keystore Location in the sqlnet.ora File
      • 7.27.1.2 Create the Software Keystore
      • 7.27.1.3 Open the Software Keystore
      • 7.27.1.4 Set the Software TDE Master Encryption Key
      • 7.27.1.5 Encrypt your Data
      • 7.27.1.6 Test the Encryption
  • 7.28 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 Set OLAP Data Server Configuration
  • 8.5 Change IP/ Hostname, Ports, Deployed Paths of the OFSAAInstance
  • 8.6 Set Infrastructure LDAP Configuration
  • 8.7 Configure OFSAAI Web Services
    • 8.7.1 Configure DynamicWSConfig.xml File
    • 8.7.2 Configure WSConfig File
    • 8.7.3 Configure Proxy Settings
    • 8.7.4 Configure OFSAAI Home Entry
    • 8.7.5 Configure DynamicWSConfig.xml File
    • 8.7.6 Deploy OFSAAI Web Services
  • 8.8 Enable Parallel Execution of DML statements
  • 8.9 Configure Message Details in Forms Designer
  • 8.10 Clear the Application Cache
  • 8.11 Configure Password Changes
    • 8.11.1 Modify OFSAA Infrastructure Config Schema Password in a Non Wallet-Based Setup
    • 8.11.2 Modify OFSAA Infrastructure Atomic Schema Password in a Non Wallet-Based Setup
    • 8.11.3 Modify the OFSAA Infrastructure Config Schema Password in a Wallet-Based Setup
    • 8.11.4 Modify the OFSAA Infrastructure Atomic Schema Password in a Wallet-Based Setup
  • 8.12 Configure Java Virtual Machine
  • 8.13 Configure Internal Service (Document Upload/ Download)
  • 8.14 Update the OFSAA 8.1.2.x Java 8 Instance to Java 11
    • 8.14.1 Prerequisites
    • 8.14.2 Update the OFSAA 8.1.2.x Java 8 Instance to Java 11
    • 8.14.3 Apply OFSAA Generic Configurations
      • 8.14.3.1 Configure User '.profile' Settings
    • 8.14.4 Configure the Web Application Server
      • 8.14.4.1 Upgrade Java 8 to Java 11 for Oracle WebLogic Server 14.1.1.0
      • 8.14.4.2 Upgrade Java 8 to Java 11 for Apache Tomcat Server
    • 8.14.5 Configure OFSAA for the New Web Application Server Installation
• 9 Upgrade
  • 9.1 Upgrade Scenarios
  • 9.2 Prepare for Upgrade
    • 9.2.1 Update the Silent.props File
    • 9.2.2 Trigger the Installation
    • 9.2.3 Verify the Log File Information
  • 9.3 Post Upgrade Steps
    • 9.3.1 Remove ContextDocLoader from the web.xml File
    • 9.3.2 Verify FSI_DB_INFO Entries
  • 9.4 Changes in .profile file for Solaris Operating System
  • 9.5 View OFSAA Product Licenses after Installation of Application Pack
• 10 Installing OFS Profitability Management Pack on an Existing OFSAA Instance
• 11 Migrate Excel Upload Functionality
  • 11.1 Prerequisites
  • 11.2 Migrate Excel Upload
• 12 Frequently Asked Questions (FAQs) and Error Dictionary
  • 12.1 OFSAAI FAQs
  • 12.2 Application Pack 8.1.2.0.0 FAQs
  • 12.3 Error Dictionary
    • 12.3.1 Access the Error Dictionary
    • 12.3.2 Error Code Dictionary