Stage 3 - Oracle Documentation
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1. If you are using OBIEE 11 1 1 6 or higher then change the value in Nqsconfig ini file located at lt FMW HOME instances instancel config OracleBIServerComponent c oreapplication obisl directory From EVALUATE SUPPORT LEVEL 0 To EVALUATE SUPPORT LEVEL 2 4 Copy ANALYTICS REPORT from FIC WEB HOMES OBIEE ANALYTICS REPORT and place under FMW HoME instances instancel bifoundation OracleBIPresentatio nServicesComponent coreapplication obipsl catalog 5 Use below URL to log in to the Enterprise Manager http hostname 7001 em with User name Weblogic and Passwotd Note Password will be given at the time of installation 24 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 Deploying Analytic Reports Chapter 4 Seiting up Oracle Financial Services Enterprise Case Management Analytic Reports and Threshold 6 Login to Enterprise Manager click Business Intelligence and select Core Application ORACLE Enterprise Manager Fusion Middleware Control 11g d Topology coreapplication ER Farm bifoundation domain E Business Intelligence Instance w E g Application Deployments 3 WebLogic Domain Change Center Lock and Edit Configuration Overview Capacity Management Diagnostics Security Metrics Availability Scalability Performance System Components Availability Q statal Stop al Restart All Q start Select2. Configuring Network Visualization and Analysis Chapter 5 Deploying Network Visualization and Analysis Performing Network Manager Component Configuration Tasks The Network Manager networkmanager jar is a server side component that handles the retrieval and composition of networks from the database It establishes a separate connection to a database using parameters supplied in the hibernate properties file lt altiocontextroot gt WEB INF classes hibernate properties The hibernate properties file is a configuration file for the third party software product Hibernate This file is supplied in the NetViz bundle However you must ensure that the database URL username and password specified in this file are the same as those set as parameters in the Sync Engine Admin Tool Specify the values as follows hibernate connection username KDD ALTIO hibernate connection password KDD ALTIO hibernate connection url jdbc oracle thin demo3 mantas com 1521 DEMO5 hibernate connection driver_class oracle jdbc driver OracleDriver Performing Altio Presentation Server Configuration Tasks NetViz utilizes the server properties to establish a connection to the database and other required Oracle Financial Services applications These server properties may have already been specified because they are shared across multiple applications To complete the configuration of the Altio Presentation serv
3. Cancel Browse Figure 4 Run Dialog Box 2 Enter odbcac32 exe in the Open field and click OK The ODBC Data Source Administer dialog box displays Oracle Financial Services ECM 6 1 Installation Guide Stage 3 37 Creating ODBC Connection Appendix A About OBIEE User DSN stem DSND File DSN Drvers Tracing Connection Pooling Abott System Data Sources Name Driver Oracle BI Server 1 coreapplication OH1665528521 Oracle BI Server 1 g OH166 coreapplication OH1865438331 Oracle BI Server 1 g OH186 DemoZ Oracle BI Server 1 g OH186 Demo7 11G Oracle BI Server 1 g_OH186 Linux RPD Oracle BI Server 1 An ODBC System data source stores information about how to connect to the indicated data provider A System data source is visible to all users on this machine including NT services Figure 5 ODBC Data Source Administrator Dialog Box 3 Select System DSN tab and click Add The Create New Data Source dialog box displays 38 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 Creating ODBC Connection Appendix A About OBIEE Create New Data Source Select a driver for which you want to set up data source Microsoft Paradox Treiber db Microsoft Text Driver t t csv Microsoft Text Treiber txt csv Microsoft Visual FoxPro Driver Microsoft Visual FoxPro T reiber Oracle BI Server 1 Oracle BI Server 11g 0H675125271 Orac
4. b Run the query Update KDD_INSTALL_PARAM Set ATTR_2_VALUE_TX WEB_APP_SERVER_URL WHERE PARAM ID 20 c Replace the placeholder WEB_APP_SERVER_URL with appropriate value before running the above update 7 Check and ensure that the placeholders PORT CONTEXT were updated with appropriate values within DynamicWsConfig xml located at lt lt FIC_HOME gt gt EXEWebservice lt lt Web Application server gt gt ROOT conf 8 To deploy EXEWebService a Navigate to lt FIC_HOME gt EXEWebService lt Webserver gt directory b Run the command ant sh This will create EXEWebService ear under same directory c Deploy EXEWebService ear in Webserver 9 Restart all application servers a Go to lt FIC APP HOME gt common FICServer bin and run the file reveleusstartup sh b Start the Web Application server 10 To check or modify the connection pool settings for Alert Management and Case Management datasources follow these steps depending on the type of Web Application server Websphete Weblogic Tomecat used For Websphere a Login to Websphere admin console b Click on Resources select JDBC select JDBC Providers c Click on data sources applicable for ECM Do the settings for both alert and case management data sources d In additional properties click on Data Sources e Again
5. i 55 vi Oracle Financial Services ECM 6 1 Installation Guide Stage 3 List of Figures Figure 1 Business Intelligence Core Application page 25 Figure 2 Application Lock and Edit Configuration page 26 Fieur 9 TErame Ta Detalls n indi de sheets enable 28 Figute 4 Run Dialog Box aaa latina 37 Figure 5 ODBC Data Source Administrator Dialog Box see 38 Figure 6 Create New Data Source Dialog Box sse 39 Figure 7 Oracle BI Server DSN Configuration Dialog Box sess 40 Figure 8 Oracle BI Server DSN Configuration Login Dialog Box 41 Figure 9 Oracle BI Administration Tool see een 42 Figure 10 Open Online Dialog Box 43 Figure 11 Oracle BI Administration Tool MantasBI Merged rpd 44 Figure 12 Connection Pool Dialog Box 45 Figure 13 Oracle Business Intelligence Login Page esse 46 Fipure 14 OBIBE Dashboard Page iena ene 47 Figure 15 Manage Catalog Group page 48 Figure 16 Manage Catalog Group Names page sse 49 Fipute 17 Edit Group page ici 50 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 vii List of Figures viii Oracle Financial Services ECM 6 1 Installation Guide Stage 3 List of Tables Table 1 Table 2 Table 3 Table 4 Table 5 Table 6 Table 7 Table 8 Conventions Used in this Guide xiv Environment
6. DATAMODEL PATH Keep this value NA ETL CREATION Keep this value as 0 for ECM Oracle Financial Services ECM 6 1 Installation Guide Stage 3 11 Populating the GRC InstallConfig xml File Chapter 2 Installation Activities Layer DATABASE The variables under this layer consist of the following nodes which must be configured for installation of Database Layer as one of its component Table 6 Interaction Groups in Layer DATABASE Interaction Group Name Database Details Details of the Values to be Assigned to the Interaction Group Specify the Config Schema URL and driver for the connection purpose This node allows you to specify the database details needed for the database connection The following is the code for this node lt InteractionGroup name Database Details gt lt InteractionVariable name DATABASE_URL gt jdbc oracle thin 10 184 62 180 1522 orcll0gr lt InteractionVariable gt lt InteractionVariable name FICMASTER DRIVER oracle jdbc driver OracleDriver InteractionVariable lt InteractionGroup gt The value of both the parameters are available in the file DynamicServices xml under lt APP HOME gt conf Note Value cannot be Null for these parameters 12 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 Populating the GRC InstallConfig xml File Chapter 2 Installation Activities Table 6 Interaction Groups in
7. Deployment Mai This section shows the current installed RPO You can use this section to configure a shared RPD location D Orade Mantas 6 BIOO05 Upload BI Server Repository Use this section to upload a new Presentation Service Repository This section shows the current location of presentation repositor catalog ORACLE_INSTANCE bifoundation OradeBIPresentationServicesComponent SCOMPONENT_NAI RPD and its password to your SI Server di You may also use this section to re enter the password if a mistake y AME catalog E y for the presentabon services You can use this section to change the repository locati Logged in as weblogi Page Refreshed Nov 22 2011 5 18 10 PM GMT 05 30 0 es made on previous Upload on and pont to shared locaton to achieve snared Figure 2 Application Lock and Edit Configuration page 8 Click Repository tab 9 10 11 12 13 14 To update the Repository click Lock and Edit Configuration In Upload BI Server Repository browse the Repository file lt lt FMW HOMI E gt instances instancel bifoundation OracleBIServerComponent coreap plication_obis1 repository Oracle_Mantas_6_BI0009 Enter Repository Password as Mantas61 In Presentation Services Repository give the Catalog Location as lt FMW_HOM ORT Click Apply then click Activate Changes Copy Page2 jsp from FIC_WEB_HOME OBI T E gt instances i
8. Removing Existing Installation Installing NetViz from New Installation Directory Configuring Network Visualization and Analysis The following prerequisites are required for deploying the Network Visualization and Analysis Utility AltioLive 5 1 5 must be installed and configured refer Appendix B Installing and Configuring Altio Server for more information OFS ECM Active pages must be installed refer Appendix C Installation of Oracle Financial Services Enterprise Case Management Active Pages for mote information Oracle Financial Services ECM 6 1 Installation Guide Stage 3 29 Deploying Utility Chapter 5 Deploying Network Visualization and Analysis Deploying Utility The Network Visualization and Analysis Net Viz utility is packaged with the same directory structure that is used in the Altio environment where the NetViz folders contain the required files for the corresponding folders in the Altio environment Hence the deployment task of copying files into appropriate directories and overwriting older versions are minimized The NetViz installation package contains the following directories Documentation This directory contains the associated documentation outlining deploying customizing integrating and using the NetViz New Installation This directory contains the files required to install NetViz to an environment where it had never been installed Removing Existing Installation If there is an
9. Altio Presentation Server installation which is available under altio deployed directory WEB INF classes conf altiolicence xml Oracle Financial Services ECM 6 1 Installation Guide Stage 3 55 Extracting Oracle Financial Services Active Pages Appendix C Installation of Oracle Financial Services Enterprise Case Management Active Pages 56 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 ORACLE
10. Layer DATABASE Continued Interaction Group Name OFS ECM Schema Details Details of the Values to be Assigned to the Interaction Group Specifies the schemas used in the installation and Tablespace as applicable Usernames of the other OFS ECM schemas are to be entered in this section The following is the code for this node InteractionGroup name FS ECM Schema Details gt lt InteractionVariabl e Name BUSINESS SCHEMA USER gt bususer lt InteractionVariable gt lt InteractionVariabl e name MANTAS SCHEMA USER gt amuser lt InteractionVariable gt lt InteractionVariabl e name MARKET SCHEMA USER gt maruser lt InteractionVariable gt lt InteractionVariabl e name KDD WEB SCHEM lt InteractionVariabl A USER gt kdd web lt InteractionVariable gt e name KDD SCHEMA US ER gt kdduser lt InteractionVariable gt lt InteractionVariabl name KDD MNR SCHEM e gt lt InteractionVariabl name DB UTIL USER lt InteractionVariabl name KDD ALG SCHE e gt lt InteractionVariabl name KDD ALTIO USE lt InteractionVariabl name KDD ALGORITH lt InteractionVariabl name KDD ANALYST gt lt InteractionVariabl name TABLE SPACE gt NA lt InteractionVariable gt lt InteractionGroup gt Note KDD ALGORITHM e Allthe parameters are necessary and InteractionVariable e A USE
11. Oracle Financial Services ECM 6 1 Installation Guide Stage 3 CHAPTER 4 Setting up Oracle Financial Services Enterprise Case Management Analytic Reports and Threshold Analyzer This chapter explains how to apply and display Analytic Reports and Threshold Analyzer in the OFS ECM UL This chapter includes the following topics e Installing OBIEE Server e Post Installation Steps e Deploying Analytic Reports Installing OBIEE Server To install Oracle Business Intelligence Enterprise Edition OBIEE server refer to Oracle Business Intelligence Enterprise Edition Deployment Guide for more information Post Installation Steps After installing the OBIEE server follow these steps 1 Run the update query in Alert Management Atomic Schema UPDATE KDD_INSTALL_PARAM SET ATTR 2 VALUE TX PROTOCOL OBIEESERVERIP PORT_NUMBER WHERE PARAM ID 39 OBIEESERVERIP is the IP address of the machine where the OBIEE is installed PORT_NUMBER 1s the port number used in OBIEE installation Example If OBIEE is installed then the machine IP address is 10 184 63 143 and the value of Attr 2 value tx for Param id 39 is http 10 184 63 143 9704 Note Port Number may change based on the OBIEE version Give the Correct Port Number if it is not 9704 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 23 Deploying Analytic Reports Chapter 4 Se
12. Tool 158 RPD Edit View Manage Tools Actions Window Help uu amp BB entation Business Model and Mapping GJ AML Fraud Reports for Alerts and Cases Physical AML Fraud Reports for Alerts and Cases E 2 CaseManagement Common Productivity Reports for Alerts Financial Services Data Model for ECTC 9 CaseManagement 3 Common Productivity Reports for Alerts d Financial Services Data Model for ECTC D Financial Services Data Model for TC BC v1 gl Financial Services Data Model for TC BC v1 3 Threshold Analyzer Threshold Analyzer gt AE D5011510 B KYC1 1DEV 179 OB MNTS583 uic 73 Figure 11 Oracle BI Administration Tool MantasBI_Merged rpd 6 In the Physical section under the database name double click Connection Pool to open the Connection Pool Properties dialog box 44 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 Configuring OBIEE Connection Pool Appendix A About OBIEE Connection Pool Connection Pool Miscellaneous Aggregate Persistence Connection Scripts XML Name Connection Pool Permissions Call interface OCI 100 119 vi Maximum connections 1 4 Persist aggregates as Analytic Workspace Require fully qualified table names Data source name KDESCRIPTION ADDRESS PROTOCOL TCPXHOST 10 IV Shared logon User name lt Schema UserName gt Password pe IV Enable connection pooling Timeout
13. click on data source name f In additional properties click on Connection Pool Properties Note If the value for the maximum connection is less than 50 then make it to 2 50 For Weblogic a Login to Weblogic admin console 20 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 Web Layer Chapter 3 Post Installation b Click on Services select JDBC select Data Sources c Click on data sources applicable for ECM 6 1 Do the settings for both Alert Management and Case Management data sources d Click on Connection Pool Tab Note If the value for the maximum capacity is less than 50 then make it to 50 For Tomcat a Navigate to lt lt Tomcat Installation Directory gt gt conf Server xml file b Go to ECM 6 1 specific resource tags defined for Alert Management and Case Management Infodoms Note If the maxActive value is less than 50 then make it to 50 11 Steps to access the OFS ECM User Interface UD a Log in as sysadmn map the OFS ECM User Group to the role Mantas Administrator Unmap Case Management information domain from the OFS ECM Note Refer to Oracle Financial Services Analytical Applications Infrastructure User Manual Release 7 3 for more information Login as OFS ECM Admin User with valid username and password you are navigated to Home page and then select Enterprise Case Management as default page and click Save Re login to t
14. existing installation of NetViz in Active Pages delete the existing installation from AltioLive by following these steps 1 D o0 0 ND Un KO e mnm e om Ln ma a o N e Delete the netvis aar done file Delete NetViz folder Delete all the contents of the directoty After verifying whether the Altio Presentation Server is up and running log in to the console Installation Server Port Altio Context Navigate to the Administration tab for example username pswd admin admin Click Sync Engine Admin Tool Double click the Applications foldet Right click NETVIS and select Delete Application Click Save Shut down the application server 1 Change to AltioLive Root gt WEB INF classes deploy directory s Change to lt AltioLive Root gt WEB INF classes apps directory Change to lt AltioLive Root gt WEB INF classes backup directory Change to lt AltioLive Root gt WEB INF classes preference directory Delete all the contents of the directory 30 Oracle Financial Services ECM 6 1Installation Guide Stage 3 Installing NetViz from New Installation Directory Chapter 5 Deploying Network Visualization and Analysis Installing NetViz from New Installation Directory To install Net Viz from the new installation directory follow these steps sE 2 Copy all the files from directory into lt AltioLive context root gt Start or restart t
15. successfully e Appendix A About OBIEE explains the OBIEE Connection Pool Configuration details the configuration steps for the OBIEE Connection Pool e Appendix B Installing and Configuring Altio Server details the steps for installing and configuring the Altio Server e Appendix C Installation of Oracle Financial Services Enterprise Case Management Active Pages details the installation process of the Oracle Financial Services Active Pages xii Oracle Financial Services ECM 6 1 Installation Guide Stage 3 Where to Find More Information About this Guide Where to Find More Information The OFS ECM installation is done in three stages This guide is Stage 3 manual The names of three installation guides are listed below e Stage 1 Oracle Financial Services Behavior Detection Platform Installation Guide Stage 1 This manual provides instructions for installing Oracle Financial Services scenarios and data ingestion algorithms to support behavior detection e Stage 2 Oracle Financial Services Analytical Applications Infrastructure Installation and Configuration Release 7 3 This manual details the steps involved in installing OFSAAI in the released environment e Stage 3 Oracle Financial Services Enterprise Case Management Installation Guide Stage 3 This guide provides comprehensive instructions for installing and configuring OFS ECM and the associated solution set For more information about OFS ECM refer to the
16. the drop down list From the Users list select the relevant user to assign a group and click Move to move the selected user to the Selected Members Account column Note If the Administrator is unable to see any users in the Available Members list then those particular missing users need to acknowledge their account by logging into OFS ECM application 8 Click OK Note check whether the user is already mapped to a Catalog Group or not If the user is already mapped then no need to perform above steps 50 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 APPENDIX B Installing and Configuring Altio Server This appendix outlines the steps required to install the Altio Presentation Server This appendix includes the following topics e Installing Altio Presentation Server Accessing Altio Presentation Server Console e Configuring Altio Presentation Server Installing Altio Presentation Server 1 Identify the following details before installing the Altio Presentation Server m Host machine on which the Altio Presentation Server is to reside For example xxxhost domain com m Web Application server on which the Altio Presentation Server is to deploy m Port of Web Application Server from which the Altio Presentation Server is to be connected For example xxxhost domain com 7001 where 7001 is the port number Note You are allowed to deploy the Altio Presentation Server either on the same Web Applic
17. to install the OFS ECM 6 1 in Silent Mode To install OFS ECM in Silent Mode follow these steps 1 On the machine navigate to the directory where Setup sh has been copied 2 Execute the below command in SSH Setup sh SILENT Note In Silent Mode of OFS ECM Installation you will be prompted for parameters like OFSAAI Schema Password Alert Management Schema Password KDD Web Schema Password KDD_MNR Schema Password KDD Schema Password Business Schema Password Market Schema Password and KDD_Altio Schema Password in the command prompt Passwords will be masked 3 Provide the necessary parameters and proceed with the installation 4 Once you comple installation then check the installation logs for any errors 5 The installation process generates log files in the Infrastructure Installation directory Two logs Path as per log4j xml e g home test73app grckit long log and SolutionSetup InstallLog log will be created Note The log AMCM SolutionLog timestamp log provides the status of execution of scripts updates ETL Repository xml and web xml and so forth The log SolutionSetup InstallLog log provides the status of the installation of OFS ECM components Note If you observe any Warnings Non Fatal Errors Fatal Errors Exceptions repotted in either of the logs bring them to the notice of the OFS ECM Support personnel Do not proceed with the rest of the instructions until all such issues are adequately addresse
18. Details in testen ed eere n nale daranno nani 1 Pre Installation Checklist iaia rete itam retten 3 Interaction Groups in Layer GENERAL eee 8 Interaction Groups in Layer APPLICATION iii 11 Interaction Groups in Layer DATABASE LL 12 Interaction Groups in Layer WEB 15 Parameters for the Properties Tag in the altioapp xml File 33 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 ix List of Tables x Oracle Financial Services ECM 6 1 Installation Guide Stage 3 About this Guide This guide provides comprehensive instructions for installing and configuring the Oracle Financial Services Enterprise Case Management Release 6 1 herein referred to as OFS ECM and associated solution sets This chapter focuses on the following topics Who Should Use this Guide Scope of this Guide How this Guide is Organized Where to Find More Information Conventions Used in this Guide Who Should Use this Guide The Oracle Financial Services Enterprise Case Management Installation Guide Stage 3 is designed for use by the OFS ECM Installers and System Administrators Their roles and responsibilities include the following Scope of this Guide OFS ECM Installer This user installs and configures the Enterprise Case Management solution at the deployment site System Administrator This user installs configures maintains and adjusts the system and is usually an employee of a speci
19. ENCODING VALUE x altio ser gt Oracle Financial Services ECM 6 1 Installation Guide Stage 3 53 Configuring Altio Presentation Server Appendix B Installing and Configuring Altio Server 54 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 PPENDIX C Installation of Oracle Financial Services Enterprise Case Management Active Pages This appendix outlines the steps required to extract Oracle Financial Services Active Pages from the Active Pages installer package Extracting Oracle Financial Services Active Pages To extract Oracle Financial Services Active Pages from the Active Pages installer package follow these steps 1 Extract the following files from the media pack to a working directory on the host where the Web Application server is running install sh MantasAP tar Ensure that the install sh script has execute rights If the script does not have the execute rights then run the following command chmod 550 install sh Stop the Web Application server that is running the Altio Presentation Server Run the install sh script from the directory where you have saved the MantasAP tar file The calling syntax is install sh ORACLE HOME ORACLE VERSION altio deployed directory license file Note The only optional parameter is license file If omitted the Altio Presentation Server uses the license file provided during
20. From lt servlet mapping gt lt servlet name gt AltioLogin lt servlet name gt lt url pattern gt login lt url pattern gt lt servlet mapping gt To servlet mapping lt servlet name gt MantasLogin lt servlet name gt lt url pattern gt login lt url pattern gt lt servlet mapping gt 2 Add the following content to the web xm1 file lt servlet gt lt servlet name gt MantasLogin lt servlet name gt lt servlet class gt MantasAPLoginHandler lt servlet class gt lt servlet gt 3 If you are deploying Network Visualization NetViz add the following content to the web xml file lt servlet mapping gt lt servlet name gt MantasLogin lt servlet name gt lt url pattern gt netvis lt url pattern gt lt servlet mapping gt Note The web xml file is located at following locations e WebLogic altio directory WEB INF web xml e Tomcat altio directory WEB INF web xml 4 Delete the default content inside the following directories E lt altio deployed directory gt WEB INF classes backup W lt altio deployed directory gt WEB INF classes preference 5 Restart the Altio Presentation Server to make the changes take effect Note Additional step for WebLogic 6 Modify the following in the altio deployed directory WEB INF classes conf altioserver xml file From lt INIT gt ACCEPTENCODING VALUE x altio ser gzip compress To INIT ACCEPT
21. MINFO lt InteractionVariable gt lt InteractionVariable name SEGMENT CODE gt AMSEG lt InteractionVariable gt lt InteractionVariable name INFODOM NAME 2 gt CMINFO lt InteractionVariable gt lt InteractionVariable name SEGMENT CODE 2 gt CMSEG lt InteractionVariable gt lt InteractionVariable name LOCAL FTPSHARE PATH gt d01 grcapp ftpshare lt Interact ionVariable lt InteractionGroup gt Tags and names INFODOM NAME Name of the Infodom SEGMENT CODE Name of the Segment INFODOM NAME 2 Name of Second Infodom if it is required by the application SEGMENT CODE Name of the Second Segment if it is required by the application LOCAL FTPSHARE PATH Enter the local Ftpshare path of the layer APP DB or WEB in which you are installing Suppose you are doing installation in APP Layer then you have to enter home grcapp ftpshare Note For OFS ECM 6 1 you must enter the value of Alert Management Infodomand Segment under INFODOM NAME and SEGMENT CODE respectively Under INFODOM NAME 2 and SEGMENT CODE 2 you must enter the value of Case Management Infodom and Segment details 10 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 Populating the GRC InstallConfig xml File Chapter 2 Installation Activities Layer APPLICATION The variables under this layer consist of the foll
22. ORACLE Oracle Financial Services Enterprise Case Management Installation Guide Stage 3 Release 6 1 April 2012 ORACLE FINANCIAL SERVICES Oracle Financial Services Enterprise Case Management Installation Guide Stage 3 Release 6 1 April 2012 Document Control Number 9MN11 0009 Document Number IG 11 OFS 0009 6 1 02 Stage 3 Oracle Financial Services Software Inc 1900 Oracle Way Reston VA 20190 Document Number IG 11 OFS 0009 6 1 02 Stage 3 Second Edition April 2012 Copyright 1996 2012 Oracle and or its affiliates All rights reserved Printed in U S A No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopying recording or otherwise without the prior written permission Trademarks Oracle is a registered trademark of Oracle Corporation and or its affiliates Other names may be trademarks of their respective owners Oracle Financial Services Software Inc 1900 Oracle Way Reston VA 20190 Phone 703 478 9000 Fax 703 318 6340 Internet www oracle com financialservices Contents Listof Figures icilalil i Aia vii ListofTablesS iiiaiaaaaa i ix About this Guide nirvana xi Who Should Use this Guide eei ott it te a te E E E ERA EE erica xi Scope Of this Guide iti xi Howthis Gud is Organized aristata Recon Lala xii Where to Find More Intormation iii asia xiii Conventions Used in t
23. R gt kddmnruser lt InteractionVariabl e gt kdduser lt InteractionVariable gt e A USER gt kddalguser lt InteractionVariabl e R gt kddaltiouser lt InteractionVariable gt e gt kddalgorithm lt InteractionVariable gt e kddanalyst lt InteractionVariable gt e and KDD ANALYST are roles name TABLE SPA CE gt is not required KDD ALGORITHM and KDD ANALYST roles should be mentioned in the InteractionVariable name KDD ALGORITHM gt and lt InteractionVar Note TABLE SPACE value for the OFS ECM installation must be NA iable name KDD ANALYST gt respectively Oracle Financial Services ECM 6 1 Installation Guide Stage 3 13 Populating the GRC InstallConfig xml File Chapter 2 lnstallation Activities Table 6 Interaction Groups in Layer DATABASE Continued Interaction Group Name Details of the Values to be Assigned to the Interaction Group OFS ECM AdminTools Context Root This field takes the context name for the Admin Tools for deployment purpose Name Following is the code for this node lt InteractionGroup name FS ECM AdminTools Context Root Name gt lt InteractionVariable name ADMIN CONTEXT NAME gt admin tools lt InteractionVariabl e gt lt InteractionGroup gt lt Layer gt Note The value of the above variable cannot be Null or NA for the OFS ECM installation 14 Oracle Financial Serv
24. _SCHEMA_USER gt NA lt InteractionVariable gt lt InteractionVariable name KDD MNR SCHEMA USER gt NA lt InteractionVariable gt lt InteractionGroup gt Note All parameters are necessary and are part of pre installation check list Oracle Financial Services ECM 6 1 Installation Guide Stage 3 15 Populating the GRC InstallConfig xml File Chapter 2 lnstallation Activities Table 7 Interaction Groups in Layer WEB Continued Interaction Group Name Details of the Values to be Assigned to Interaction Group OBIEE Reports Installation This is to specify whether the Oracle Business Intelligence Enterprise Edition OBIEE needs to be integrated in the setup or not Following is node under this group lt InteractionGroup name OBIEE Reports Installation gt lt InteractionVariable name OBIEE_REPORTS gt 1 lt InteractionVariable gt lt InteractionGroup gt lt Layer gt Note For the tag OBIEE REPORTS only values 1 or 0 can be entered e 1 to install the OBIEE reports e 0 not to install the OBIEE reports 16 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 Installing Enterprise Case Management in Silent Mode Chapter 2 Installation Activities Installing Enterprise Case Management in Silent Mode This section explains the steps
25. above code must be as follows lt Listener gt lt Firewall gt lt Allow address 127 0 0 1 gt lt Allow address 10 184 62 165 gt lt Firewall gt lt Listener gt lt Auth gt lt SSO enabled true gt lt LogoffUrl gt http 10 184 62 165 9704 analytics saw dll Logoff lt LogoffUrl gt lt LogonUrl gt http 1 184 62 165 9704 analytics Page2 jsp lt LogonUrl gt lt ParamList gt lt Param name IMPERSONATE source httpHeader nameInSource REMOTE USER gt lt ParamList gt lt SSO gt lt Auth gt 16 Modify Instanceconfig xml available at lt FMW_HOME gt instances instancel config OracleBIPresentationServi cesComponent coreapplication_obipsl instanceconfig xml location Note If you are using OBIEE 11 1 1 5 or higher then do not do step 16 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 27 Deploying Analytic Reports Chapter 4 Seiting up Oracle Financial Services Enterprise Case Management Analytic Reports and Threshold Add the tag shown below under the Secutity Section in Instance Config xml lt InIFrameRenderingMode gt allow lt InIFrameRenderingMode gt lt HardenXSS gt false lt HardenXSS gt Note Refer below screen to add IFrame tag lt Security gt lt InIFrameRenderingMode gt allow lt InIFrameRenderingMode gt kHardenXSS false HardenXSS lt This Configuration setting is managed by Oracle Business Intellige
26. achine than the Web layer installed machine follow these steps a Login to Alert Management Atomic Schema b Run the update query after replacing the placeholders PROTOCOL ALTIO_DEPLOYED_MACHINE_IP_ADDRESS PORTNO appropriately C UPDATE KDD INSTALL PARAM SET ATTR_2_VALUE_TX PROTOCOL ALTIO_DEPLOYED_MACHINE_IP_ ADDRESS PORTNO WHERE PARAM_ID 21 Note PROTOCOL is web page access protocol http or https ALTIO_DEPLOYED_MACHINE_IP_ADDRESS is altio deployed web setver IP Address PORTNO is the port number of the web server port number d Commit the Database changes Accessing Altio Presentation Server Console After installing the Altio Presentation Server open the following URL from the recommended Web browser http lt host gt lt port gt lt context root gt The Altio Console front page displays Note Refer to Table 2 Environment Details on page 1 for the recommended Web browsers Refer to the A tio User Guide How to log in to the Altio Console section for more information 52 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 Configuring Altio Presentation Server Appendix B Installing and Configuring Altio Server Configuring Altio Presentation Server To configure the Altio Presentation Server follow these steps 1 Modify the following in web xml file
27. ation server instance where the OFS ECM UI is installed or on a dedicated Web Application server instance m The Altio context toot is used to access the Altio Presentation Server For example http xxxhost domain com 7001 altio51 where altio51 is the context root Install the recommended version of the Altio Presentation Server on a Web Application server using the parameters identified above Note Refer to the A o Deployment Guide for installing the Altio Presentation Server You must provide an Altio license file during the Altio installation process Contact FCCM Customer Support for a license file for Altio Presentation Server at licensecodes_ww oracle com Oracle Financial Services ECM 6 1 Installation Guide Stage 3 51 Accessing Altio Presentation Server Console Appendix B Installing and Configuring Altio Server Note By default the installer updates the kdd install param table of Alert Management atomic schema for altio context as altio51 If the context deployed on a Web Application server is different then follow the these steps a Login to Alert Management Atomic schema b Execute the following update query UPDATE KDD INSTALL PARAM SET ATTR 1 VALUE TX NEW ALTIO CONTEXT gt gt WHERE PARAM ID 21 Note Replace the placeholder NEW ALTIO CONTEXT gt gt with the deployed Altio context name 3 In case Altio application is deployed on a different m
28. ayer GENERAL Continued Interaction Group Name Details of the Values to be Assigned to the Interaction Group Pre Installation Details If you want Pre Installation steps to be automated this node should have the value 1 in App Layer For other layers it should have the value 0 lt InteractionGroup name PRE INSTALLATION gt lt InteractionVariable name PRE INSTALL gt 1 lt InteractionVariable gt lt InteractionGroup gt The value of this node cannot be NA Permissible values for this node are 0 and 1 e 1 If the Pre Installation steps like Infodom Creation Model Upload ETL Sources creation are to be automated e 0 If the user has furnished the above details through front end Note If the Pre Installation node is given the value 1 then the default OFSAAI user for ETL source creation and Data model upload is SYSADM The OFSAAI server must be started prior to the solution Installation in APP layer Oracle Financial Services ECM 6 1 Installation Guide Stage 3 9 Populating the GRC InstallConfig xml File Chapter 2 lnstallation Activities Table 4 Interaction Groups in Layer GENERAL Continued Interaction Group Name Details of the Values to be Assigned to the Interaction Group Installation Details For OFS ECM 6 1 installation all the fields under this parameter are to be completed lt InteractionGroup name Installation Details gt lt InteractionVariable name INFODOM NAME gt A
29. d 6 Upon successful installation proceed to post installation steps as explained in the next chapters Oracle Financial Services ECM 6 1 Installation Guide Stage 3 17 Installing Enterprise Case Management in Silent Mode Chapter 2 lnstallation Activities 18 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 CHAPTER 3 Web Layer Post Installation This chapter gives you complete information on the Post Installation activities Once the installation of the OFS ECM is completed restart all the application servers and follow these steps Note To start application servers refer to the section Starting Application Servers in Configuration of Resource Reference in Oracle Financial Services Analytical Applications Infrastructure Installation and Configuration Release 7 3 During the restart of OFSAAI application server ignore the below message appearing on the console of OFSAAI application server and proceed further the placeholders lt AMINFODOM gt and lt CMINFODOM gt in the message are replaced with the Alert Management Infodom created java io FileNotFoundException software fccm6lt fcom60ftp fccm 61 demo drive ftpshare lt AMINFODOM gt erwin fipxml AMINFODOM DATABASE XML No such file or directory java io FileNotFoundException software fccm6lt fccm6lftp fccm 61 demo drive ftpshare lt CMINFODOM gt erwin fipxml lt CMINFODOM gt DATABASE XML No such file o
30. ection Platform Installation Guide Stage 1 for more information e Oracle Financial Services Analytical Applications Infrastructure OFSAAI must be installed and configured with server details For assistance in configuring the OFSAAI platform refer to the Oracle Financial Services Analytical Applications Infrastructure Installation and Configuration Release 7 3 for more information Note Infodom and Segment creation and their mapping is done by the Installer Pre Installation Activities This section explains the pre installation activities to be performed by the OFS ECM System Administrator Before installing OFS ECM perform following pre installation activities 1 Take the back up of the following W Infrastructure Configuration Schema Infrastructure Installation directory Alert Management Schema Case Management Schema Business and Market Schemas Note The backup must be kept until the successful installation of the application 2 Extract the following files from the media pack to a folder on the machine that hosts the OFSAAI platform Note The folder and files must have Execute permission Setup bin Setup sh GRC InstallConfig xml validateXMLInputs jar log4j xml CreateAtomicUser jar Note Setup bin CreateAtomicUser jar and validateXMLInputs jar should be extracted in binary mode Setup sh and GRC InstallConfig xml should be extracted in text mode 2 Oracle Financial Services ECM 6 1 Insta
31. ed Stop Selected E Restart Selected Host Port Oracle Instance a g in Name El B BI Presentation Servers al coreapplication_obips 1 SJRDD0034 i flex com 9710 instance2 E E BI Servers amp BR BI Schedulers E RBI Cluster Controllers amp ER gr JavaHosts DOOD Potential Single Points of Failure p The following components have no backup configured A failure in one of these components can bring down your system Risk of failure Name Type Reccomended action A Medium coreapplication_obis1 BI Server Scale Out Selected A Medium coreapplication_obips1 BI Presentation Server Scale Out Selected A Medium coreapplication_obisch1 BI Scheduler Configure Primary Secondary A Medium coreapplication_obiccs1 BI Cluster Controller Configure Primary Secondary amp Medium coreapplication_obijh1 BI JavaHost Scale Out Selected Figure 1 Business Intelligence Core Application page 7 Click Deployment The Business Intelligence BI Server Repository page displays Oracle Financial Services ECM 6 1 Installation Guide Stage 3 25 Deploying Analytic Reports Chapter 4 Seiting up Oracle Financial Services Enterprise Case Management Analytic Reports and Threshold coreapplication S Business Intelligence Instance v Change Center Lock and Edit Configuration Overviey Capacity Management Diagnostics Presentaton Repository Scheduler BI Server Repository Security Marketing A Restart to apply recent changes
32. elect MIME Types under Additional Properties Click New Enter image png as the value for the MIME type field Enter png as the value for the Extension field Click OK to save the new MIME type o N O tU KON 34 Oracle Financial Services ECM 6 1Installation Guide Stage 3 Configuring Network Visualization and Analysis Chapter 5 Deploying Network Visualization and Analysis Managing Cookies in WebLogic 10 3 1 WebLogic 10 3 1 and above default to tell the browser not to send any cookies back including jsessionid when requesting any scripting codes such as Javascripts and Java applets This gives You are no longer logged on error message when logging into Altio To prevent this error follow these steps 1 Using a text editor create an XML file and copy and paste the following lt weblogic web app gt lt session descriptor gt lt cookie http only gt false lt cookie http only gt lt session descriptor gt lt container descriptor gt lt fix the classloader order so JDOM and Axis work gt lt see http ws apache org axis java install html WebLogic8 1 gt lt prefer web inf classes gt true lt prefer web inf classes gt lt container descriptor gt lt weblogic web app gt 2 Name the file weblogic xml and save it 3 Place the weblogic xml file under the Altio s and OFSAAI web application s WEB INF folder 4 Restart the server Oracle Financial Services ECM 6 1Installation G
33. er follow these steps 1 Go to the following location lt Altio Root gt WEB INF classes apps NetViz 2 Edit altioapp xml 3 Go to the end of altioapp xml file and replace lt PROPERTIES gt tag with the following content lt PROPERTIES gt lt PROPERTY NAME mantas db driver VALUE lt Java classpath for database driver gt gt lt PROPERTY NAME mantas db url VALUE lt database URL gt gt lt PROPERTY NAME mantas db user VALUE lt database user name gt gt lt PROPERTY NAME mantas db pwd VALUE lt database user s password gt gt lt PROPERTY NAME mantas domain url VALUE lt Business Data Service URL gt gt lt PROPERTIES gt Replace the values of the parameters with the appropriate values for the database IP and its Username and Password Refer to Table 8 on page 33 for the default values Note Business Data Service URL is the URL path of Oracle Financial Services 6 1 UI application For example http demo10 mantas com 13080 MANTAS 32 Oracle Financial Services ECM 6 1Installation Guide Stage 3 Configuring Network Visualization and Analysis Chapter 5 Deploying Network Visualization and Analysis 4 Click Save 5 Restart the Altio 5 1 5 servet 6 To create Password property in an encrypted form follow these steps a Login to the Altio Presentation Server Console b Navigate to the Tools
34. f Security Map Data Management Manage Catalog Groups Manage Map Data Create edit and delete Catalog Groups Manage layers background maps and images Manage Privileges Manage privileges and rights given to users and groups Marketing Session Management Manage Marketing Jobs View background marketing jobs and database cache result sets Manage Sessions Manage Marketing Defaults View Oracle Business Intelligence session information including active users and queries Manage the default settings such as Default Campaign Load Format and Default Global Audience for Marketi Manage Agent Sessions View Agent session information including Agent state and recipients BI Publisher Maintenance and Troubleshooting Manage BI Publisher Manage BI Publisher data sources scheduler configuration delivery destinations and runtime properties Manage Device Types Create edit view or delete Device Types Toggle Maintenance Mode Maintenance Mode is currently off Reload Files and Metadata Reload XML message files refresh server metadata and clear caches Issue SQL Issue SQL directly to Oracle BI Server Figure 15 Manage Catalog Group page 5 In Security click Manage Catalog Group link The Manage Catalog Group page displays 48 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 Configuring OBIEE Dashboard Access Control Appendix A About OBIEE ORACLE Business Intelligence Manage Catalog Group
35. fic Enterprise Case Management client The System Administrator maintains user accounts and maps roles to users This guide provides step by step instructions for installing the OFS ECM Solution on an existing Oracle Financial Services Analytical Applications Infrastructure OFSAAD Oracle Financial Services ECM 6 1 Installation Guide Stage 3 xi How this Guide is Organized About this Guide How this Guide is Organized The Oracle Financial Services Enterprise Case Management Installation Guide Stage 3 includes the following chapters e Chapter 1 Preparing to Install details the activities that occur prior to the deployment typical installation configuration and identifies all third party software necessary to run the application e Chapter 2 Installation Activities provides step by step installation activities for installing the OFS ECM e Chapter 3 Post Installation details the steps that are required to be performed after successful installation of OFS ECM e Chapter 4 Setting up Oracle Financial Services Enterprise Case Management Analytic Reports and Threshold Analyzer explains how to apply and display Analytic Reports and Threshold Analyzer in the OFS ECM UI e Chapter 5 Deploying Network Visualization and Analysis details the process of deploying the Network Visualization and Analysis utility to an existing Altio environment Also details the steps that are required to be performed after installing OFS ECM
36. following documents e Oracle Financial Services Behavior Detection Platform Configuration Guide Provides instruction on how to configure the Oracle Financial Services application User Interface e Oracle Financial Services Analytical Applications Infrastructure Installation and Configuration Release 7 3 Provides step by step instructions necessary for configuring Oracle Financial Services Analytical Applications Infrastructure e Oracle Financial Services Analytical Applications Infrastructure User Manual Release 7 3 This manual deals with the System Configuration and Administration components of Infrastructure and assists the administrator in configuring the system managing the users and performing administrative tasks effectively To find additional information about how OFS ECM solves real business problems see our website www otacle com financial services Oracle Financial Services ECM 6 1 Installation Guide Stage 3 xiii Conventions Used in this Guide About this Guide Conventions Used in this Guide Table 1 lists the conventions used in this guide Table 1 Conventions Used in this Guide This convention Stands for Italics e Namesof books chapters and sections as references e Emphasis Bold Object of an action menu names field names options button names in a step by step procedure Commands typed at a prompt User input Monospace Directories and subdirectories File names and exte
37. gin Dialog Box 6 Enter Login ID as weblogic and Password Note The user password will be given at the time of installation 7 Click Next 8 Click Finish Oracle Financial Services ECM 6 1 Installation Guide Stage 3 41 Configuring OBIEE Connection Pool Appendix A About OBIEE Configuring OBIEE Connection Pool 1 Click Start point to Programs then click Oracle Business Intelligence option and then click Administration The Oracle BI Administration Tool page displays Figure 9 Oracle BI Administration Tool 42 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 Configuring OBIEE Connection Pool Appendix A About OBIEE 2 From the File menu select Open and click Online The Open Online database name gt dialog box displays Open Online coreapplication 0H542350584 Repository Password Cancel User weblogic Help XXXXXXXXXXX Password Load all objects on startup coreapplication 0H542350584 Figure 10 Open Online Dialog Box 3 Select the ODBC name 4 Enter the User as Weblogic and Password Note The User Password will be given at the time of installation Repository Password is Mantas61 5 Click Open The Oracle BI Administration Tool Oracle Mantas 6 BI0009 rpd windows displays Oracle Financial Services ECM 6 1 Installation Guide Stage 3 43 Configuring OBIEE Connection Pool Appendix A About OBIEE Online Oracle BI Administration
38. he UI to access OFS ECM UI Note Refer to Oracle Financial Services Enterprise Case Management Behavior Detection Platform Administration Guide for information about user creation and providing access permission 12 For Oracle Financial Services Regulatory Reporting OFSRR integration you need to update the OFSRR web service end point URL after replacing actual value for the placeholders To do so follow these steps Note Placeholder variables are mentioned between double hashes for example PROTOCOL a b Login to Alert Management Atomic Schema Run the update query UPDATE KDD_INSTALL_PARAM SE ATTR 4 VALUE TX PROTOCOL RRSWEBSERVERIP RRSWEBS ERVERPORT RRSAPPCONTEXT services InitiateRequest WHERE PARAM ID 22 I Run the update query UPDATE KDD INSTALL PARAM SE ATTR 6 DESC TX KEYPATH WHERE PARAM ID 22 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 21 Web Layer Chapter 3 Post Installation Note Update the placeholders PROTOCOL RRSWEBSERVERIP RRSWEBSERVERPORT RRSAPPCONTEXT KEYPATH appropriately before running the query KEYPATH will be the path of rrskey des this file must have read write and execute permission to the application This key file is available on OFSRR server 22
39. he Web Application server to create a NetViz folder in the Apps directory Configure NetViz to work in your environment Refer Configuring Network Visualization and Anabysis on page 31 for more information Start or restart if it is already running the Web Application server that hosts AltioLive server restart is required to reload server side jar files and changes in internationalization to take effect Configuring Network Visualization and Analysis Configuring Network Visualization and Analysis NetViz occurs at three levels 1 2 3 Application Server level Altio Presentation Server level Network Manager Component level The significance mode and values of the configuration process at each level is provided in the sections that follow Performing Application Server Configuration Tasks Due to security constraints all Web applications and associated servlets are required to be defined in the web xmlfile residing at lt AltioLive context root gt WEB INF To meet this requirement you must add the following servlet mapping to the web xml file if it does not exist lt servlet mapping gt lt servlet name gt MantasLogin lt servlet name gt lt url pattern gt netvis lt url pattern gt lt servlet mapping gt Note Add the above servlet mapping if it does not exist or if you are installing NetViz for the first time Oracle Financial Services ECM 6 1Installation Guide Stage 3 31
40. his Guide analitica aaa aa xiv CHAPTER 1 Preparing to Install 1 PVITOMIME NE M 1 PE tequistteS one ete tee etes tdi Ac Du Ld eL EU LL aa 2 Pre Installation Actiyities ced entes o OR NEIN POSER SPESE IR ER SERES PR eed ro Rie ani eren oss aa 2 Pre Installation B oe IL ne 3 CHAPTER 2 Installation Activities etta nennen 5 Creating Atomic Schema Sets ico eee deri di aaa Ree one 5 Config rinethedlop4mbl e petition 6 Permissible Values of the Atttibute eee RR n RR re e EDO eei e e IE a 6 Populating the GRC InstallConfig xml File iii 7 L yer GENERAL eite ttti o tbt a tute suse dai E ra D Ede SER ORE Rd a 8 Layer APPLICATION ient ila Lai iii 11 Layer DATABASE alia Hn REESE TA PES SA 12 Layer WEB iis sse ee deese ete e p a EE 15 Installing Enterprise Case Management in Silent Mode ii 17 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 V Contents CHAPTER 3 Post InSt l ton sus 19 OB TE 19 Por dels RE 20 Por Weblogic i M M 20 Pot Tomatis iaia alia illa La Lalli 21 CHAPTER 4 Setting up Oracle Financial Services Enterprise Case Management Analytic Reports and Threshold Analyzer 23 Installing OBIE E Servet ini e Up e e I e 23 Post Installation Ste
41. ices ECM 6 1 Installation Guide Stage 3 Populating the GRC InstallConfig xml File Chapter 2 Installation Activities Layer WEB The variables under this layer consist of following nodes which must be configured for installations of the WEB layer as one of its component Table 7 Interaction Groups in Layer WEB Interaction Group Name Details of the Values to be Assigned to Interaction Group Database Details For the tag FICMASTER_USER you have to enter the value of OFSAAI Configuration Schema user Following is the value of node under this group lt InteractionVariable name FICMASTER_USER gt confuser lt InteractionVariable gt lt InteractionGroup gt Note This value cannot be NA OFS ECM Schema Details Specifies the schemas used in the installation User names of the other OFS ECM schemas Business Schema Market Schema Mantas Schema KDD Web Schema KDD Schema and KDD MNR Schema are to be entered in this section Following is the code for this node lt InteractionGroup name FS ECM Schema Details gt lt InteractionVariable name BUSINESS_SCHEMA_USER gt NA lt InteractionVariable gt lt InteractionVariable name MARKET_SCHEMA_USER gt NA lt InteractionVariable gt lt InteractionVariable name MANTAS_SCHEMA_USER gt NA lt InteractionVariable gt lt InteractionVariable name KDD_WEB_SCHEMA_USER gt NA lt InteractionVariable gt lt InteractionVariable name KDD
42. infine v MW Use multithreaded connections IV Parameters supported Isolation level Default vi Description Figure 12 Connection Pool Dialog Box 7 In the Connection Pool dialog box follow these steps a Select the General tab b Enter Data Source Name DESCRIPTION ADDRESS PROTOCOL TCP HOST lt Database IP PORT lt port no gt CONNECT_DATA SID lt Instance Name gt in the Data Source Name text field c Enter the relevant User name and Password for schema d Click OK and Save Note Similarly change the Connection Pools in Physical Layer based on which the database you are connecting Oracle Financial Services ECM 6 1 Installation Guide Stage 3 45 Configuring OBIEE Dashboard Access Control Appendix A About OBIEE Schema details for all Connection Pools W D4010S10 gt Alert Management Schema W D50115S10 gt Report Schema E KYC1 1DEV 179 gt Alert Management Schema INTS583 gt Report Schema UIC_73 gt Case Management Schema UIC 73 gt Security connection pool gt Alert Management Schema Configuring OBIEE Dashboard Access Control To implement this step you must create AUTH group in OFS ECM application Assign a user to AUTH group in OFS ECM application That means security view in Mantas Schema user group column must contain AUTH group 1 Access the application using the following URL https lt server gt lt port gt analytics Enter your u
43. iting up Oracle Financial Services Enterprise Case Management Analytic Reports and Threshold Note Verify the IP address of OFS ECM application URL in Attr 4 value tx for Param id 39 in Kdd install param table If the same OFS ECM application is deployed in different machine then modity the IP address of OFS ECM Application URL in Att r 4 value tx for Param id 39 in Kdd install param table appropriately Deploying Analytic Reports To deploy Analytic Reports and Threshold Analyzet follow these steps 1 To stop Oracle Process Manager and Notification Server OPMN services connect to the OBIEE installation server and execute the following command a To do this go to lt FMW HOME instances instancel bin directory and execute opmnctl stopall Note For Unix environment execute the following command b To do this go to lt FMW HOME instances instancel bin directory and execute opmnctl stopall 2 Copy Oracle Mantas 6 BI0009 from FIC HOME OBIEE repository and place it under location FMW HOME instance instancel bifoundation OracleBIServerCompon ent coreapplication obisl repository 3 Search for string CACHE in the NOSConfig INI file under lt FMW HOME instance instancel config OracleBIServerComponent co reapplication_obis1 NQSConfig INI location and modify the default settings The code should look similar to the following From ENABLE Yes To ENABLE No
44. le in OraClientt19_home1 SOL Server lt Figure 6 Create New Data Source Dialog Box 4 Select the correct driver for example Oracle BI Server llg_xxxxxx asa driver and click Finish The Oracle BI Server DSN Configuration dialog box displays Oracle Financial Services ECM 6 1 Installation Guide Stage 3 39 Creating ODBC Connection Appendix A About OBIEE Oracle BI Server DSN Configuration This wizard will help you create an ODBC data source that you can use to connect to Oracle BI Server Name Remote RPO gt Remote RPD Description Clustered DSN Server 10 184 108 153 Route Requests To Physical Layer Use Forward Only Cursor Use SSL Cancel Help Figure 7 Oracle BI Server DSN Configuration Dialog Box 5 Enter the name in the Name field and IP address of OBIEE server in Server field Click Next The Oracle BI Server DSN Configuration Login dialog box displays 40 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 Creating ODBC Connection Appendix A About OBIEE Oracle BI Server DSN Configuration Please enter Oracle BI Server login ID and password Login ID weblogic XXXXXXXXXXX ORACLE Password MW Save login ID Port 9703 Change the default repository to Connect This connects to Oracle BI Server to obtain default settings for the additional configuration options HET Figure 8 Oracle BI Server DSN Configuration Lo
45. llation Guide Stage 3 Pre Installation Checklist Chapter 1 Preparing to Install Pre Installation Checklist Table 3 lists the pre installation activities that need to be completed before starting the installation of OFS ECM Table 3 Pre Installation Checklist Step No Task Done 1 Ensure that the system hardware and software are available as mentioned in the O Prerequisites on page 2 2 Ensure that the Oracle Financial Services Behavior Detection platform is installed and O configured 3 Ensure that the OFSAAI 7 3 is installed and configured with server details O 4 Ensure that the Oracle Database is up and running and the following schemas are O available Alert Management Schema Infrastructure configuration schema Case Management Schema Configuration Schema KDD ALG Schema KDD MNR Schema KDD Web Schema KDD Schema KDD Altio Schema DB UTIL Schema Note You must have a valid User ID and Password for each schema A separate utility has been included along with Installation files to create Alert Management Schema and Case Management Schema Refer to Chapter 2 Installation Activities for more information 5 Ensure that Application servers are up and running while Installing the App Layer O 6 Ensure that the Oracle database instance is up and running O 7 Ensure that the FTPshare path is configured and available in the OFSAAI Platform O 8 Ensu
46. n Activities Populating the GRC InstallConfig xml File This section explains the steps to populate the GRC_InstallConfig xml file To populate GRC InstallConfig xml follow these steps 1 Open the existing GRC InstallConfig xml under OFS ECM installer kit directory and enter the required input parameters as per the instructions below 2 Copy the populated GRC InstallConfig xml to OFS ECM installer kit directory before proceeding with OFS ECM installations This file contains the following four layers m GENERAL m APPLICATION m DATABASE m WEB Layers are divided into different Interaction Groups The Interaction Group defines the type of Interaction Variables These Variables contain Interaction Parameters required for the installation of Infrastructure Note Interaction Variables value can not be Null retain NA for any variable that is not applicable for the installation For all the installation layers GENERAL layer info is mandatory Oracle Financial Services ECM 6 1 Installation Guide Stage 3 7 Populating the GRC InstallConfig xml File Chapter 2 Installation Activities Layer GENERAL The Layer GENERAL lt Layer name GENERAL gt contains the following nodes to provide the parameter values for the below mentioned Interaction Groups Table 4 Interaction Groups in Layer GENERAL Interaction Group Name Details of the Values to be Assigned to the Interaction Group OFSAAI Custome
47. nce Enterpri lt ClientSessionExpireMinutes gt 210 lt ClientSessionExpireMinutes gt lt Security gt Figure 3 IFrame Tag Details 17 To start the OPMN services connect to OBIEE Installation server and execute the following command a To do this go to lt FMW HOME gt instances instancel bin directory and execute the opmnctl startall Note For Unix environment execute the following command b To do this go to lt FMW HOME gt instances instancel bin directory and execute the opmnctl startall Note Refer to Appendix A About OBIEE to update the connection pool in OBIEE 28 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 CHAPTER 5 Deploying Network Visualization and Analysis OFS ECM provides an enhanced network analysis utility named Network Visualization and Analysis also referred as Net Viz The Net Viz generates networks based on the activity and entities involved in an alert or any entity in the research workflow The Anti Money Laundering Solutions that use the Link Analysis algorithm such as Networks of Accounts Entities and Customers and Hidden Relationships require the NetViz utility This chapter describes the process of deploying Network Visualization and Analysis utility to an existing Altio environment assuming that Altio 5 1 5 and OFS ECM Active pages have been installed This chapter includes the following topics Prerequisites Prerequisites Deploying Utility
48. nsions Process names Code sample including keywords and variables within text and as separate paragraphs and user defined program elements within text Variable Substitute input value xiv Oracle Financial Services ECM 6 1 Installation Guide Stage 3 CHAPTER 1 Pr epar ing to Install This chapter provides information about system hardware and software requirements and pre installation activities This chapter includes the following topics e Environment e Prerequisites e Pre Installation Activities e Pre Installation Checklist Environment Table 2 Environment Details Back End Environment Hardware Software RHEL 5 3 5 5 or 64 bit x 86 architecture e Oracle 11g R2 11 2 0 1 0 64 bit lE 19 Java 1 6 64 bit Websphere 7 0 0 21 64 bit or Weblogic 10 3 5 64 bit Oracle Behavior Detection platform 6 1 OBIEE 11 1 1 6 Altio 5 1 5 NetViz 1 2 7e OFSAAI 7 3 Front End Software Client Access Java Plug in 1 6 0 18 Client Machines Download Windows XP Service Pack 3 Microsoft Internet Explorer 7 0 and 8 0 Microsoft Excel 2003 Adobe Reader 8 0 Supported Screen Resolutions 1024 768 and 1280 1024 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 1 Prerequisites Chapter 1 Preparing to Install Prerequisites e Oracle Financial Services Behavior Detection must be installed and configured Refer to Oracle Financial Services Behavior Det
49. nstancel bifoundation OracleBIPresentatio nServicesComponent coreapplication obipsl catalog ANALYTICS RI EP web to FMW HOME Oracle BIl bifoundation web app 26 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 Deploying Analytic Reports Chapter 4 Seiting up Oracle Financial Services Enterprise Case Management Analytic Reports and Threshold 15 Modify the Instanceconfig xml available at lt FMW HOME gt Oracle BIl bifoundation admin config OracleBIPresent ationServicesComponent instanceconfig xml Paste the below code under lt ServerInstance gt Tag lt Listener gt lt Firewall gt lt Allow address 127 0 0 1 gt lt Allow address OBIEE_INSTALLED_MACHINE_IP gt lt Firewall gt lt Listener gt lt Auth gt lt SSO enabled true gt lt Logof fUr1 gt PROTOCOL WEB_SERVER_IP PORT analytics saw dll Logoff lt LogoffUrl gt lt LogonUrl gt PROTOCOL WEB_SERVER_IP PORT analytics Page2 jsp lt LogonUrl gt lt ParamList gt lt Param name IMPERSONATE source httpHeader nameInSource REMOTE USER gt lt ParamList gt lt SSO gt Auth Note Placeholders OBIEE INSTALLED MACHINE IP WEB SERVER IP and PORT need to be replaced according to the deployed environment Note If OBIEE installed machine IP is 10 184 62 165 then
50. owing nodes which must be configured for installation of Application Layer as one of its component Table 5 Interaction Groups in Layer APPLICATION Interaction Group Name Details of the Values to be Assigned to the Interaction Group Pre Installation Configuration The following is the code for this node lt InteractionVariable name INFODOM FLAG gt 1 lt InteractionVariable gt lt InteractionVariable name INFODOM_COUNT gt 2 lt InteractionVariable gt lt InteractionVariable name DATAMODEL_FLAG gt 0 lt InteractionVariable gt lt InteractionVariable name DATAMODEL_TYPE gt 0 lt InteractionVariable gt lt InteractionVariable name DM_FILE_NAME gt NA lt InteractionVariable gt lt InteractionVariable name DATAMODEL PATH gt NA lt InteractionVariable gt lt InteractionVariable name ETL CREATION gt 0 lt InteractionVariable gt Tag name and values e INFODOM FLAG Permissible value is either 0 or 1 If this node is given the value 1 then the infodom creation will be through Installer else in case of 0 Infodom should be created before ECM 6 1 installation e INFODOM COUNT This field specifies how many Infodoms does the user want If 1 is entered 1 infodom will be created Similiarly if 2 is entered 2 infodoms are created DATAMODEL FLAG Keep this value as 0 for ECM DATAMODEL TYPE Keep this value as 0 for ECM DM FILE NAME Keep this value NA
51. ps uaar 23 Deploying Analytic Reports usino 24 CHAPTER 5 Deploying Network Visualization and Analysis 29 Pretequisites lt tierlue ellenica 29 Deploying Utica 30 Removing Existing Installation narici iaia 30 Installing NetViz from New Installation Directory iii 31 Configuring Network Visualization and Analysis 31 Performing Application Server Configuration Tasks ii 31 Performing Network Manager Component Configuration Tasks iii 32 Performing Altio Presentation Server Configuration Tasks sse 32 Configuring Websphere Server to Support the PNG MIME Type 34 Managing Cookies in WebLogic 103 1 35 Configuring WebLogic Application Server to support the PNG MIME type 36 APPENDIX A ADOUCOBIEE ilaele 37 Greatino ODBC Connecti cene ott etie estestes corteo donde itte fe testet ete estes ets an 37 Configuring OBIEE Connection Pool suna bian abili 42 Configuring OBIEE Dashboard Access Conttol iii 46 APPENDIX B Installing and Configuring Altio Server 51 Installing Alio Presentation SetVetz assetto iii iii 51 Accessing Altio Presentation Server Console ii 52 Confipuring Alto Presentationi Seryet eee alia 53 APPENDIX C Installation of Oracle Financial Services Enterprise Case Man agement Active Pages ec ssiccisesisninticicsseduetsoasheostaousucdensveransiosineccdiee 55 Extracting Oracle Financial Services Active Pages
52. r Code This node is for installing the Customer Code Following is the code for this node lt Interaction Group name OFSAA Infrastructure Customer Code gt lt InteractionVariable name CUSTID gt EDELIVERY lt InteractionVariable gt lt InteractionGroup gt Note This node cannot be left NA if the installation is done in the Silent mode EDELIVERY is the hard coded value for this tag Choose OFSAAI Layer This node is for the Installation Mode Permissible values for each Interaction variable are 0 and 1 This can be Single Tier or Multi Tier lt InteractionGroup name Choose OFSAAI Layer gt lt InteractionVariable name APP LAYER gt 0 lt InteractionVariable gt lt InteractionVariable name DB LAYER gt 1 lt InteractionVariable gt lt InteractionVariable name WEB LAYER gt 0 lt InteractionVariable gt lt InteractionGroup gt Note If you enter all three fields APP LAYER DB LAYER and WEB LAYER as 1 then it is Single Tier installation For example if you are installing DB and WEB on the same machine then you must put InteractionVariable name DB LAYER 1 InteractionVariable name WEB LAYER 1 and InteractionVariable name APP LAYER 0 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 Populating the GRC InstallConfig xml File Chapter 2 Installation Activities Table 4 Interaction Groups in L
53. r directory 1 Login to the Web Application server console for creating Java Data Base Connectivity JDBC resources for Alert Management and Case Management For more information refer to the section Configuration of Resource Reference in Oracle Financial Services Analytical Applications Infrastructure Installation and Configuration Release 7 3 T 2 Go to FIC HOME gt AM installed directory and run the script file changePasswords sh 3 Go to FIC HOME gt AM installed directory and run the script file create at war sh 4 Deploythe lt context name gt ear for example OFSAAI ear availableat lt FIC HOME gt ficweb directory 5 Deploy the admin tool context name war that is admin tools war available at lt oFSAAI PROD INSTALL DIR gt AM directory as an application on your Web Server Note Ensure that Security Attributes mapping is done before accessing Admin Tools application for privileged users user groups and restart the admin tools applications Note For instructions on deploying the EAR file refer to Oracle Financial Services Analytical Applications Infrastructure Installation and Configuration Release 7 3 for more information Oracle Financial Services ECM 6 1 Installation Guide Stage 3 19 Web Layer Chapter 3 Post Installation 6 If the administration tool is deployed on a separate application server then follow these steps a Login to Alert Management Atomic Schema
54. re that the IP addresses or host names of the OFSAAI App and Web Layer are O available 9 Ensure that the Servlet port is available O 10 Ensure that the ftpshare path of the OFSAAI Application Layer APP Data Base Layer O DB and Web Application Layer WEB layers have Recursive Write permission 11 Ensure that Setup bin Setup sh validateXMLinputs jar log4j xml O CreateAtomicUser jar and GRCInstall_Config xml files are copied to the machine that hosts the OFSAAI platform and has the necessary permissions 12 Ensure that the database instance parameter processes is set to a minimum value of 500 O Oracle Financial Services ECM 6 1 Installation Guide Stage 3 3 Pre Installation Checklist Chapter 1 Preparing to Install Table 3 Pre Installation Checklist Step No Task Done 13 Check whether the Reveleus SEC is present in lt OFSAAI DB LAYER gt conf In case O of Multi tier installation If it is not present copy Reveleus SEC file from lt OFSAAI_APP_LAYER gt conf and paste it in lt OFSAAI DB LAYER gt conf Note This step is applicable only for multi tier installation 14 Ensure that you have sufficient temp space 1 GB for your installation O Oracle Financial Services ECM 6 1 Installation Guide Stage 3 CHAPTER 2 Installation Activities This chapter describes the installation process in a multi tier and single tier environment in which the solu
55. s If you have proper authority this screen allows you to create edit and delete Catalog Groups Catalog Groups Name Qj AMANALYST 1GRP Qj AMANALYST2GRP Qj AMANALYST3GRP Qj AMDATAMNRGRP Qj AMEXAUDITRGRP Qj AMEXCUTIVEGRP Qj AMINAUDITRGRP Qj AMMANADMNGRP a Qj AUTH Qj casesupervisor I CMANALYST 1UG fat CMANALYST2UG e CMEXAUDITORUG I1 CMEXECUTIVEUG Qj CMINAUDITORUG 2 CMSUPERVISORUG e CMVIEWERUG Figure 16 Manage Catalog Group Names page 6 Select the particular catalog group and click Edit sign The Edit Group page displays This page gives you a complete details of the selected Catalog Group Oracle Financial Services ECM 6 1 Installation Guide Stage 3 49 Configuring OBIEE Dashboard Access Control Appendix A About OBIEE Edit Group This screen allows you to change the group name as well as control who belongs to the group Group Membership The table below contains a list of the current members of this group Members can be added from the available list or removed from the selected list Available Members DU Selected Members Move Q CMANALYST2 Q CMAUDITOREX Move All Q CMAUDITORIN 2 Q CMEXECUTIVE 3 Remove 3 CMSUPERVISOR amp Remove All Q CMVIEWER 8 JA1 KYCADMIN Figure 17 Edit Group page 7 Select the Users option from
56. ser id and password Password Figure 13 Oracle Business Intelligence Login Page 2 Enter the User ID users ID must belongs to AUTH group and Password and then click Sign In The OBIEE Dashboard page displays 46 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 Configuring OBIEE Dashboard Access Control Appendix A About OBIEE ORACLE Business Intelligence Figure 14 OBIEE Dashboard Page 3 Check the Security view in Mantas Schema Find out the users and groups in Security view It is based on what you need to assign to a user groups in Manage Presentation Catalog groups in OBIEE 4 Click Administration The Manage Catalog Group page displays Oracle Financial Services ECM 6 1 Installation Guide Stage 3 47 Configuring OBIEE Dashboard Access Control Appendix A About OBIEE ORACLE Business Intelligence Administration Catalog Dashboards v B Open E Oracle Business Intelligence Product Version 11 1 1 3 0 Build 100806 0800 Physical Presentation Catalog Path D FusionMiddleware instances nstance2 bifoundation OracleBlPresentationServicesComponent coreapplication_obips 1 catalog Oracle_Mantas_60_232 yoot Oracle BI Server Data Source coreapplication_OH 1865438331 Available Paging Memory MB 1111 Available Virtual Address Space MB 1548 Replication Enabled Maintenance Mode is currently of
57. tab c Specify the following m Write Application ID net vis m Username admin m Password admin d Click Application Manager e Double click the Parameter folder and select parameter mantas db pwd In Properties select Y to encrypt f Click Save Note After NetViz is configured at three levels restart the server Table 8 Parameters for the Properties Tag in the altioapp xml File Property Description Default Value for NetViz mantas db url Database against which NetViz runs jdbc oracle thin 192 168 54 78 152 1 DEMO5 mantas db driver Java classpath of the driver used to oracle jdbc OracleDriver establish connections to the database mantas db user A username to be used for the KDD_ALTIO specified database mantas db pwd The corresponding encrypted KDD_ALTIO password for the supplied username Note The fields that require the encrypt property to be set as Y Yes Oracle Financial Services ECM 6 1Installation Guide Stage 3 33 Configuring Network Visualization and Analysis Chapter 5 Deploying Network Visualization and Analysis Configuring Websphere Server to Support the PNG MIME Type To configure the Websphere server to support the PNG MIME type and in order to run the Net Viz without any error follow these steps 1 Login to the Websphere server Administrative Console Expand the Environments icon forward arrow Virtual hosts Select Default host S
58. tion setup components are installed on separate machines This chapter covers the following topics e Creating Atomic Schema Users e Configuring the log4j xml e Populating the GRC InstallConfig xml File e Installing Enterprise Case Management in Silent Mode OFS ECM comprises the components that are installed in the OFSAAI platform Web Application and Database layers If OFSAAI has been installed in a multi tier architecture then the installer must be invoked for each machine that hosts an OFSAAI tier Note With multi tier installations you need to install APP Layer first then DB Layer and finally Web Layer During APP Layer installation the APP Server should be up and running Creating Atomic Schema Users This section explains the steps to create Atomic Schema Users if it has not been done as a part of Pre Installation Activities To perform this task you require user name and password of a DB user with SYSDBA privileges To create Atomic Schema User follow these steps 1 On the machine navigate to the directory where CreateAtomicUser jar has been copied 2 Execute the below command in SSH java jar CreateAtomicUser jar 3 Provide the parameters you are prompted to input This will include Solution Name ECM in this case username and password of DB user with SYSDBA privileges and Atomic Schema User Names and Passwords Oracle Financial Services ECM 6 1 Installation Guide Stage 3 5 Configuring the log4j
59. uide Stage 3 35 Configuring Network Visualization and Analysis Chapter 5 Deploying Network Visualization and Analysis Configuring WebLogic Application Server to support the PNG MIME type To configure WebLogic Application Server to support the PNG MIME type in order to run Net Viz without any error follow these steps 1 Create a new file named mimemappings properties in the domain directory containing the Oracle Financial Services application Paste the following contents in the file bmp image bmp gif image gif JPE image jpeg JPEG image jpeg JPG image jpeg jpe image jpeg jpeg image jpeg jpe image jpeg png image png PNG image png 2 Save the file 3 Restart the WebLogic Application server 36 Oracle Financial Services ECM 6 1Installation Guide Stage 3 PPENDIX About OBIEE This appendix outlines the steps required to configure Oracle Financial Services Business Intelligence Enterprise Edition This appendix includes the following topics e Creating ODBC Connection e Configuring OBIEE Connection Pool e Configuring OBIEE Dashboard Access Control Creating ODBC Connection To connect to OBIEE from your local machine you must create an ODBC connection To create an ODBC connection follow these steps 1 Click Start and select Run The Run dialog box displays Type the name of a program folder document or Internet resource and Windows will open itfor you Open odbcac32 exe
60. xml Chapter 2 lnstallation Activities Configuring the log4j xml This section explains the steps to configure the 1og43 xm1 file which determines the output produced in the logs 1 To set the path and name of the log file edit the value of the va ve attribute in the corresponding param node as shown below lt param name file value home test73app grckit log log gt 2 To set the append mode edit the value of value attribute in the corresponding param node as true false lt param name append value true gt 3 To set the size of the log file edit the value of value attribute in the corresponding param node as shown below lt param name MaxFileSize value 100000kb gt 4 To change the information to be displayed in logs edit the value of value attribute in priority node as shown below lt priority value debug gt lt priority gt Permissible Values of the Attribute e Debug it displays the values of different variables along with the content displayed by info warn and fatal e Info it displays the flow of control of installer along with the cotent displayed by warn and fatal e Warn it displays all the exceptions occurred during installation along with the content displayed by fatal e Fatal it displays all the errors occurred during installation 6 Oracle Financial Services ECM 6 1 Installation Guide Stage 3 Populating the GRC InstallConfig xml File Chapter 2 Installatio
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