Oracle Insurance Data Foundation Installation Guide Release 7.4
Contents
1. 30 Post Install Upgrade Activities 32 Upgrade from OIDF 7 4 0 0 0 to OIDF 7 4 2 0 0 32 Upgrade from OIDF 7 4 1 0 0 to OIDF 7 4 2 0 0 33 ORACLE About this Manual Oracle Insurance Data Foundation OIDF combines an industry data model for Financial services along with a set of management and infrastructure tools that allows Financial services Institutions to develop deploy and operate analytical solutions spanning key functional areas in Financial Services Audience This Manual is meant to be used by the OIDF System Administrator This provides step by step instructions necessary for installing the Oracle Insurance Data Foundation release 7 4 2 0 0 Scope This manual provides a step wise instruction to install the Oracle Insurance Data Foundation Product in an existing Oracle Financial Services Analytical Applications Infrastructure OFSAAI Organization of the Manual The Installation Manual is organized into the following chapters e Environment and Prerequisites This chapter explains about the hardware and base software environment required for successful installation and functioning of OFSAAI solution e Installing OIDF v7 4 2 0 0 Product This chapter details about the necessary pre installation activities and the step by step instructions to perform the installation e Post Installation Activities This chapter details the steps required to be performed aft2. Post Installation Activities OFSAAI Server Memory Configuration The OFSAAI Application Server is started using reveleusstartup sh file This file can be edited for setting customized memory settings and garbage collector settings depending on the available hardware configuration Raise an SR in support oracle com if you have any queries related to OFSAA applications Once the installation of Oracle Insurance Data Foundation Product is completed you must perform the following steps e Execute the files insert_cssms_stress sql and insert cssms_model sql in the config schema e Check the Log file The log file path and file name are specified in log4j xml file e You can ignore the following errors in the log file Error ORA 00001 unique constraint lt lt UNIQUE KEY NAME gt gt violated e For upgrade from 5 6 or below navigate to FIC_APP_HOME common FlCServer bin and Execute the file UpgradeConfig sh Multiple Language Support If you are installing OIDF on OFSAAI 7 3 3 0 0 or higher versions you need to run the Multiple Language Support MLS utility For more information refer to Multiple Language Support MLS Utility section in OFSAAI Administration Guide in OTN Post Installation steps for Metadata Browser 1 Publish the Metadata Object in the metadata model structure MDBPublishExecution sh file needs to be executed manually by navigating to FIC_DB_HOME bin folder Syntax MDBPublishExecution sh lt Parameters
3. e The Oracle Insurance Data Foundation v 4 2 0 0 installer download contains only the ERwin XML file that is required for uploading the model This file is sufficient to install the v7 4 2 0 0 product However this XML file cannot be opened in the ERwin Data modeler tool and hence cannot be used for any data model customization ERwin file is delivered as a patch and need to be downloaded separately This ERwin file should be used for any customization of the data model Reference bug patch where ERwin file can be downloaded is 18743130 Prerequisites Oracle Financial Services Analytical Applications Infrastructure v7 3 3 3 0 once installed must be configured Front End Access Internet Explorer 8 0 9 0 Java Plug in 1 6 0 21 Acrobat Reader 8 0 The screen resolutions supported are 1024 768 and 1280 1024 NOTE Ensure that Java Plug in is enabled in the Browser Settings ORACLE Installing OIDF v7 4 2 0 0 Product Pre Installation Activities All the actions listed in the following checklist have to be performed prior to installing Oracle Insurance Data Foundation Product e Oracle Financial Services Analytical Applications Infrastructure v7 3 3 3 0 must be successfully installed e f Infrastructure installation is on multi tier environment execute the following commands in the DB Layer terminal chmod R 777 lt ftpshare folder gt e Navigate to ftoshare folder and set the umask as shown below this is to ensure a
4. worksheet Take a backup of these tables 2 Renamed Columns The list of columns renamed in this release is present in Dropped Column worksheet Take backup of all the dependent tables in which a column has been renamed The same will be used to restore data in the newly added column post installation 3 New NOT NULL columns in tables with data The list of NOT NULL columns introduced in this release is present in New columns worksheet Apply filter on column named IMPACTED Yes or NULLABLE NOT NULL Take a backup of all tables to which a NOT NULL column has been added Post backup delete data from these tables to ensure model upload process goes through successfully 4 Column with Data type Data Length changes The list of columns which have undergone a data type change in this release is present in the Data type Change worksheet Apply filter on column IMPACTED Yes Take a backup of all tables in which the data type or data length of a column has changed Post backup delete data from these tables to ensure model upload process goes through successfully 5 NULLABLE Columns modified to NOT NULL i ORACLE The list of NOT NULL columns introduced in this release is present in Not Null Change worksheet Apply filter on column IMPACTED Yes or OLD NULL OPTION NULL Take a backup of all tables to which a NOT NULL column has been added Post backup delete data from these tables to e
5. FIC APP HOME common FICServer conf directory FAILED WHILE SUPER CATEGORY SUB CATEGORY RELATIONS HANDLINGDELETING Model Upload Successful Error in Object Restart the installation process and skip the Registration model upload process he ORACLE NOTE Incremental Sliced model upload might give errors in case there are NOT NULL columns that are being added to a table that already has rows or if the columns that are being dropped have values Check the data model changes excel file for any such cases In such a case take a backup of the table and truncate the table Insert records back into the table with a default value for the NOT NULL column Navigate to the previous screen and proceed with the steps mentioned above Step 12 The following window seeks input from the user on whether to create new ETL application source pair or use an existing one In case of upgrade if customer selects an existing application source pair then the existing ETL definitions under the source will be over written with the packaged definitions Customer can also choose to create a new application source pair and then merge the changes between the packaged definition and their existing definitions offline Choose a desired option Click Next to continue Introduction Do you want to create a new ETL application source pair or use the existing one gt Pre Install Configuration ce New application source pair Existing app
6. above infodom DEVSEG TNS Name for Application Schema Infodom Database EPMDEV Previous Figure 27 Pre Setup Information Screen ORACLE Step 7 The following window seeks information on OFSAAI login user ID and the group id to which the specified user is mapped Seeded ICC batches will be mapped to the provided user ID and group ID Introduction Please specify OFSAAI user group name Pre Install Configuration Pre Install Summary Installing Install Complete Please specify the OFSAAI user ID ORACLE FINANCIAL SERVICES Figure 28 Pre Setup Information Note the following e Make sure that you have entered both OFSAAI User Group name and OFSAAI user ID in upper case This is essential to ensure that the seeded ICC Batches are displayed in the Ul post installation e Create the user and user group specified during installation after the installation process is completed if the same are not available Step 8 This window displays all the pre installation summary Verify all details and proceed Click Install to proceed Introduction Please review the following before continuing Pre Install Configuration i Pre Install Summary Link Folder MO SIG fscratch ofsaadb 3 stalling i O Install Complete PLATFORM Oracle Financial Services Analytical Applications Infrastructure PLATFORM VERSION Toso PRODUCT NAME Oracle Insurance Data Foundation PRODUCT VERSION 7 4 2 0 0 ORACLE INFODOM NAM
7. columns renamed in this release is present in Dropped Column worksheet Restore data into the impacted tables from the backup tables Ensure that the data is loaded correctly into the renamed columns 3 New NOT NULL columns in tables with data The list of NOT NULL columns introduced in this release is present in New columns worksheet Apply filter on column IMPACTED Yes or NULLABLE NOT NULL Restore data into the impacted tables from the backup tables If applicable ensure that the NOT NULL columns are provided with relevant default value during reload 4 Column with Data type Data Length changes The list of columns which have undergone a data type change in this release is present in the Data type Change worksheet Apply filter on column IMPACTED Yes Restore data into the impacted tables from the backup tables Use appropriate casting methods to avoid data truncation during data reload 5 NULLABLE Columns modified to NOT NULL The list of NOT NULL columns introduced in this release is present in Not Null Change worksheet Apply filter on column IMPACTED Yes or OLD NULL OPTION NULL Restore data into the impacted tables from the backup tables If applicable ensure that the NOT NULL columns are provided with relevant default value during reload 6 New primary key definitions The list of primary keys on existing tables introduced in this version is present in PK change works
8. gt Following Parameters are supported ALL To publish Metadata to all the available Information Domains INFODOM1 To publish Metadata to the specific Information Domain INFODOM1 INFODOM2 To publish Metadata to the specified Information Domains with tilde as a separator 2 Map the Object to Application MDBObjAppMap sh file needs to be executed manually by navigating to SFIC DB HOME bin folder Syntax MDBObjAppMap sh lt Parameters gt Following Parameters are supported we ORACLE ALL To publish Metadata to all the available Information Domains INFODOM1 To publish Metadata to the specific Information Domain INFODOM1 INFODOM2 To publish Metadata to the specified Information Domains with tilde as a separator For more details refer to OFSAAI 7 3 3 User Manual n ORACLE Post Install Upgrade Activities Upgrade from OIDF 7 4 0 0 0 to OIDF 7 4 2 0 0 The following scenarios need to be handled manually post installation to reload the data from the backup tables For more information refer to embedded report named OIDF74000 and OIDF74200 Difference Report xIs in the Upgrade Activities section 1 Renamed tables This list of tables renamed in this release is present in Dropped tables worksheet The renamed tables are mentioned in the Renamed to column in the worksheet Restore the data from the backup tables into these tables 2 Renamed Columns The list of
9. E ENTERED ir 01742INFO FINANCIAL SERVICES OFSAAI USER ID ENTERED z Figure 29 Pre Install Summary Step 9 This window displays the installation process Wait until tt completes ORACLE d Introduction Pre Install Configuration Pre Install Summary Installing Install Complete Installation is in progress OR ACLE This process may take several minutes Please Wait FINANCIAL SERVICES Extracting duplicates Cancel Figure 30 Installation is in progress Step 10 The following window displays the completion of installation of the OIDF product setup Click Done to exit You can refer to ftp log for details Introduction Installation is complete Your installation log has been written to Pre Install Configuration u02 setupkit log fip log Pre Install Summary Installing Install Complete ORACLE FINANCIAL SERVICES Figure 31 Installation Complete a ORACLE Silent Installation Silent installation is achieved via a properties file Silent props that must be updated with proper values before attempting to install using the silent mode The following table lists all the properties that need to be specified Property Name Description of Property Permissible Comments values LOG MODE Mode for logging 0 Debug Optional 1 General Default 0 CUSTOMER ID Customer id specified while Not Applicable MANDATORY installing OFSAAI INSTALL DB Install database
10. ERVICES Figure 24 Log Mode Option Screen Step 4 Provide the 9 digit Customer Identification number provided during the OFSAAI installation Introduction Enter the 9 Digit Customer Identification Number Pre Install Configuration Note Customer Identification Number provided during the OFSAAI Installation Pre Install Summary Installing Install Complete EDELIVERY ORACLE FINANCIAL SERVICES Figure 25 Customer ID Input Screen Click Next to continue Step 5 The Pre Setup Information screen requests for setup information Select the appropriate OFSAAI layer that has been installed on the machine For example Database Layer ORACLE introduction Pre Install Configuration Pre Install Summary Installing 9 Install Complete ORACLE FINANCIAL SERVICES Please choose the OFSAAI Layers on which Solution is to be installed Application Layer Database Layer v Web Layer lt ne Figure 26 Pre Setup Information Screen Choose Layer to Install Step 6 The following window will be displayed which will prompt to select the infodom from list of infodoms present in the setup Enter segment code and application schema s TNS name NOTE Segment code should not exceed 10 characters D introduction Pre Install Configuration Pre Install Summary Installing Install Complete ORACLE FINANCIAL SERVICES Infodom Name Specify the segment code maped to the
11. IRECTORY DIR OMR UPLOAD FILES AS lt Upload directory path gt CREATE DIRECTORY QMR EXTRACTS AS lt Extract directory path gt GRANT READ WRITE ON DIRECTORY OMR EXTRACTS TO lt atomic schema gt g ORACLE GRANT READ WRITE ON DIRECTORY DER OMR UPLOAD FLLES TO lt atomic schema gt In the above query o lt Upload directory path gt is the OS path where the files extracted from HFM containing the SCR calculated values should be placed for updating into OIDF o lt Extract directory path gt is the OS path where the files extracted from OIDF for HFM FDM should be placed o lt atomic_schema gt is the Atomic Schema pointed to INFODOM where OIDF application will be installed NOTE Once the directories DIR QMR UPLOAD FILES and QMR_EXTRACTS are created the OS user account in which Oracle is installed should be provided with read write permissions to these directories Upgrade Activities OIDF 7 4 2 0 0 installer supports the below mentioned upgrade paths e Upgrade from OIDF 7 4 0 0 0 to current version e Upgrade from OIDF 7 4 1 0 0 to current version Upgrade from OIDF 7 4 0 0 0 to OIDF 7 4 2 0 0 The following scenarios need to be handled manually before installation For more information refer to the respective worksheets in the embedded report named OIDF74000 and OIDF74200 Difference Report xIs 1 Renamed Tables The list of tables renamed in this release is present in the Dropped tables
12. Install Summary deerat hi ofeiadt O installing Install Complete PLATFORM Oracle Financial Services Analytical Applications Infrastructure PLATFORM VERSION To PRODUCT NAME Oracle Insurance Data Foundation PRODUCT VERSION 7 4 2 0 0 ORACLE INFODOM NAME ENTERED __ m 01742INFO FINANCIAL SERVICES OFSAAI USER ID ENTERED ETTE ETH Figure 20 Pre Install Summary Step 16 This window displays the installation process Wait until tt completes Le ORACLE D Introduction Pre Install Configuration Pre Install Summary Installing Install Complete Q Installation is in progress OR ACLE This process may take several minutes Please Wait FINANCIAL SERVICES Extracting duplicates Cancel Figure 21 Installation is in progress Step 17 The following screen displays the completion of installation of OIDF setup Click Done to exit Introduction Installation is complete Your installation log has been written to Pre Install Configuration fu02 setupkitllog fip log Pre Install Summary Installing Install Complete ORACLE FINANCIAL SERVICES Done Figure 22 Installation Complete ORACLE Machine B Product Database Layer Step 1 To begin OIDF product installation in Database layer execute Setup sh file DOR PTE FINANCIAL SERVICES Copyright 1993 2014 Oracle and or its affiliates All rights reserved Figure 22 Installation Splash Screen S
13. Oracle Insurance Data Foundation Product Installation Manual Version 7 4 2 0 0 May 2014 ORACLE FINANCIAL SERVICES Document Control Author Niraj Ranjan Biswal Group OFSAA Created on 25 Mar 12 Revision No 7 4 2 0 0 Updated by Aneesh Kurian Reviewed by Aravind ti by Aravind Venkatraman Venkatraman Updated on 19 May 14 Reviewed on 19 May 14 Approved on 19 May 14 Installation Manual Table of Contents PD OUI TANS Vaniglia iaia e i pi 1 PRIS ICS EE NN 1 1619 0 gt ete sentra ROIO O IO EE E RR RE O I ET 1 TAPENE 1 Conventions Used in this MAN Al stoucmesspresvned daca teientindcaunataeanendinad ienediespentiadduleaminernnsdiandlcaminetineds 2 Environment and Prerequisites ii 3 EOIN een 3 PorU O eea E E E ion 3 FEIN OS ee EE E E AE OAE E EAEE O 3 Installing OIDEV7 4 2 0 0PIOOUGH urinaria ariani 4 Pre Installation Activities rnnr nnne eenn 4 Vesle Te EEE EEE EE NE NN NN 5 Upgrade from OIDF 7 4 0 0 0 to OIDF 7 4 2 0 0 5 Upgrade trom OIPF 74 11 00 10 VIDE 7 4 2 0 00 riccii snein ERER 6 OIDF v7 4 2 0 0 ProduetInstallation uca carcerarie 8 Seel AS FeO REE 26 Post Installation Activities asini paci ei bardi 30 OFSAAI Server Memory Configuration 30 Multiple Language Support rrnrrnnnrrnnnnnnnnrrnnnrrnnnnnnnnsrnnnnrnnnnnnnnsrnnnnnnnnnsnnserennnrnnnnnnnaseennnnnnnnsnnsee 30 Post Installation steps for Metadata BrowSser
14. able Mandatory if this an Schema for new Infodom App Layer Installation and want to create a new infodom Option selected for INSTALL_APP 1 and INFODOM_TYPE 0 APALM P_LOG_PATH Infodom Maintenance log Not Applicable Mandatory if this an path to be created for the new App Layer Installation Infodom for applayer and want to create a new infodom Option selected for INSTALL APP 1 and INFODOM TYPE 0 DBFTP LOG PATH Infodom Maintenance log Not Applicable Mandatory if this an path to be created for the new App Layer Installation Infodom for DBLayer and want to create a new infodom Option selected for INSTALL APP 1 and INFODOM TYPE 0 2 ORACLE UPLOAD MODEL whether you want to perform Mandatory Model Upload INSTALL APP 1 MODEL TYPE Released datamodel O released Mandatory Customized datamodel 1 customized INSTALL_APP 1 DATAMODEL the path for the customized Not Applicable Mandatory only in the datamodel case of uploading the customized datamodel Option selected for MODEL TYPE 1 DM DIRECTORY the file name for the Not Applicable Mandatory only in the customized datamodel case of uploading the customized datamodel Option selected for MODEL TYPE 1 ETL APP NAME The ETL application name Not Applicable Mandatory if this an App Layer installation Option selected for INSTALL_APP 1 ETL SRC NAME The ETL Source into which the Not Applicable This Source must be Table 2 Table ETL definitions mapped t
15. ation The OIDF product comprises of components that are installed in Web Application Database layers Hence if you have installed Oracle Financial Services Analytical Applications Infrastructure 7 3 3 3 0 in a multi tier architecture the OIDF installer must be invoked on each of the machines that host the OFSAAI layers For a Single tier installation the installer is required to be invoked only once on the machine that hosts all the OFSAAI layers This section describes the installation process where the three product setup components are installed on separate machines with the installation on separate machines Machine A will be used to install Product Application Layer components Machine B will be used to install Product Database Layer components and Machine C will be used to install Product Web Layer components NOTE e This section is applicable only if OFSAAI v7 3 3 3 0 is installed on separate machines A B and C respectively Refer to Silent Installation section if you prefer to install OIDF in silent mode i ORACLE Machine A Product App Layer Step 1 To begin Oracle Insurance Data Foundation product installation execute the file Setup sh DOR PTE FINANCIAL SERVICES Copyright 1993 2014 Oracle and or its affiliates All rights reserved Figure 2 Installation Splash Screen Step 2 Upon invoking the installer the Introduction screen will display the prerequisites for installation Ensure that the
16. ch ofsaadb ftpshare OIDM OCKINFO logs Figure 9 Infodom details for creation of new Infodom i ORACLE NOTE The OFSAAI user must have a role that is able to perform Add Modify functions for OIDF metadata Click Next to continue Step 7 iii Check and verify all the details before proceeding to the next step Introduction Pre Install Configuration Pre Install Summary Installing Install Complete Please review the following before continuing Information Domain Name OIDMOCKINFO Infodom Description MOCK INFODOM Application Schema User OIDMOCKATM Application Schema JDBC Url jdbc oracle thin 10 184 134 1 1521 EPMSUP Infodom Schema Database Name OIDFUPG Infodom Maintenance Application Server Log Path fscratch ofsaadb ftpshare OIDMOCKINFO logs ORACLE FINANCIAL SERVICES Imfoaclows Adaintanaonen Matahara Casas loam Figure 10 Pre Infodom Creation Summary Click Next to continue creation of information domain A new information domain will be created on clicking Next Step 7 iv If the option Existing Infodom was chosen in the Step 6 then the following window is displayed which prompts to select the infodom from list of available infodoms present in the setup Enter segment code and enter the application schema s TNS name NOTE Segment name should not exceed 10 characters Infodom Name Specify the segment code maped to the above infodom DEVSEG Introduc
17. columns which have undergone a data type change in this release is present in the Data type Change worksheet Apply filter on column IMPACTED Yes Restore data into the impacted tables from the backup tables Use appropriate casting methods to avoid data truncation during data reload 5 NULLABLE Columns modified to NOT NULL The list of NOT NULL columns introduced in this release is present in Not Null Change worksheet Apply filter on column IMPACTED Yes or OLD NULL OPTION NULL Restore data into the impacted tables from the backup tables If applicable ensure that the NOT NULL columns are provided with relevant default value during reload 6 New primary key definitions The list of primary keys on existing tables introduced in this version is present in PK change worksheet Restore data into the impacted tables from the backup tables and ensure that the row uniqueness is maintained by providing relevant default values if necessary 7 New foreign Key definitions Not Applicable ee ORACLE ORACLE Installation Manual May 2014 Oracle Insurance Data Foundation Version 7 4 2 0 0 Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 U S A Worldwide Inquiries Phone 1 650 506 7000 Fax 1 650 506 7200 www oracle com in industries financial services Copyright 2014 Oracle Financial Services Software Limited All rights reserved No part of this
18. create an Information Domain Specify a DB name for the new infodom Make a TNS entry with the DB name specified in the tnsname ora file in the oracle server Enter the newly created atomic schema user name password and jdbc url in relevant fields Click Next to continue Introduction Please enter the following to create a new information domain Pre Install Configuration Pre Install Summary Installing Install Complete DB Name for Infodom Database OIDFUPG Application Schema user name OIDMOCKATM Application Schema password 20000000008 Application Schema JDBC URL ORACLE jdbc oracle thin 10 184 134 1 1521 EPMSUP FINANCIAL SERVICES Figure 8 Database details for the new Infodom Step 7 ii Specify the name and description for the new infodom to be created Specify a segment name to be created NOTE Segment name should not exceed 10 characters Also specify the Application server and database server log path for infodom maintenance to be created Introduction Please enter the following to create a new information domain Pre Install Configuration Pre Install Summary 9 Installing Install Complete Infodom name QIDMOCKINFO Infodom description MOCK INFODOM Segment name OIDMOCKSEG Application Server ftpshare log path ORACLE scratch ofsaadb ftpshare OIDMOCKINFO logs FINANCIAL SERVICES Databse Server ftpshare log path scrat
19. ction Enter the 9 Digit Customer Identification Number Pre Install Configuration Note Customer Identification Number provided during the OFSAA Installation Pre Install Summary Installing Install Complete EDELIVERY ORACLE FINANCIAL SERVICES rens MI nen Figure 5 Customer ID Input Screen Click Next to continue 8 ORACLE Step 5 The Pre Setup Information screen requests for setup information Select the appropriate OFSAAI layer that has been installed on the machine For example AppLayer Introduction Please choose the OFSAAI Layers on which Solution is to be installed gt Pre Install Configuration Application Layer 9 Pre Install Summary Database Layer Q installing v Web Layer 9 Install Complete ORACLE FINANCIAL SERVICES x TE Figure 6 Pre Setup Information Screen Choose Layer to Install Step 6 This window seeks infromation on whether a new infodom has to be created or the existing infodom to be used for apps installtion Choose the desired option Introduction Do you wat to create a new information domain infodom or use Pre Install Configuration an existing one New Infodom Existing Infodom ORACLE FINANCIAL SERVICES Figure 7 Pre Setup Information Screen Infodom type Click Next to continue 11 ORACLE Step 7 i Upon selecting the New Infodom option the following window is displayed where you have to enter the following details to
20. ecting Customized Data Model option installer allows you to select the data model Click Next to proceed ii ORACLE Introduction Do you want to upload Released Data Model or Customized Data Model Pre Install Configuration Pre Install Summary Released Data Model Installing Customized Data Model Install Complete ORACLE FINANCIAL SERVICES Figure 13 Pre Setup information Step 10 If the option Customized Data Model was chosen then the following window will be displayed prompting user to select the customized data model located in the machine Choose the customised datamodel file from the server NOTE The data model xml file should be available in the server In case the installation is being performed on an existing information domain the data model that is planned to be selected in this window should be merged with the data model that was previously uploaded in the information domain In case the installation is being performed on a new information domain data model that is either customized or merged with other data models can be selected in this window Introduction Select the customized data model xml file from the server location to perform model Pre Install Configuration upload Pre Install Summary Installing Install Complete Select Data Model Restore Default File ORACLE FINANCIAL SERVICES Figure 14 Pre Setup information Step 11 The following windo
21. er successful installation of OFSAAI solution ORACLE Conventions Used in this Manual e References to sections or chapters in the manual are displayed in Italics e Screen names are displayed in the following manner Introduction screen e Options and buttons are displayed in Bold e Notes are displayed as follows NOTE It is important that the password should be 6 characters long If you do not adhere to this prerequisite you will see a system message that reads Password must be at least 6 characters long i ORACLE Environment and Prerequisites The installation process requires certain environmental variables to be set prior to starting the installation You must ensure that these requirements are met before starting the installation You are requested to refer to the Release Notes for the latest updates on hardware or software requirements and the OFSAAI Installation Manual for the environment variables Environment Installation of Oracle Insurance Data Foundation v7 4 2 0 0 Product requires Oracle Financial Services Analytical Applications Infrastructure v7 3 3 3 0 to be installed in either on a single tier or on a multi tier environment It is implicit that all base software versions and patch levels required by the version of Oracle Financial Services Analytical Applications Infrastructure 7 3 0 0 0 are available NOTE e f you are performing an upgrade ensure that OFSAAI has been upgraded from v7 3 0 0 0 to v7 3 3 3 0
22. es or NULLABLE NOT NULL Take a backup of all tables to which a NOT NULL column has been added Post backup delete data from these tables to ensure model upload process goes through successfully 4 Column with Data type Data Length changes The list of columns which have undergone a data type change in this release is present in the Data type Change worksheet Apply filter on column IMPACTED Yes Take a backup of all tables in which the data type or data length of a column has changed Post backup delete data from these tables to ensure model upload process goes through successfully 5 NULLABLE Columns modified to NOT NULL I The list of NOT NULL columns introduced in this release is present in Not Null Change worksheet Apply filter on column IMPACTED Yes or OLD NULL OPTION NULL Take a backup of all tables to which a NOT NULL column has been added Post backup delete data from these tables to ensure model upload process goes through successfully 6 New primary key definition i ORACLE The list of primary keys on existing tables introduced in this release is present in PK change worksheet Take a backup of all tables on which a primary key has been added Post backup delete data from these tables to ensure model upload process goes through successfully New foreign Key definition Not Applicable Ch OIDF74100 and OIDF74200 Differenc ORACLE OIDF v7 4 2 0 0 Product Install
23. heet Restore data into the impacted tables from the backup tables and ensure that the row uniqueness is maintained by providing relevant default values if necessary 7 New foreign Key definitions The list of foreign keys on existing tables introduced in this version is present in FK change worksheet Restore data into the impacted tables from the backup tables and ensure that referential integrity is maintained ee ORACLE Upgrade from OIDF 7 4 1 0 0 to OIDF 7 4 2 0 0 The following scenarios need to be handled manually post installation to reload the data from the backup tables For more information refer to embedded report named OIDF74100 and OIDF74200 Difference Report xIs in the Upgrade Activities section 1 Renamed tables Not applicable 2 Renamed Columns The list of columns renamed in this release is present in Dropped Column worksheet Restore data into the impacted tables from the backup tables Ensure that the data is loaded correctly into the renamed columns 3 New NOT NULL columns in tables with data The list of NOT NULL columns introduced in this release is present in New columns worksheet Apply filter on column IMPACTED Yes or NULLABLE NOT NULL Restore data into the impacted tables from the backup tables Wherever applicable ensure that the NOT NULL columns are provided with relevant default value during reload 4 Column with Data type Data Length changes The list of
24. ing Install Complete ORACLE FINANCIAL SERVICES Step 14 ETL Application Source Mapping Select the target ETL Application Source into which the ETL Definitions will be deployed ETL application source pair etl app etl src ett app etl sre etl newapp etl new src etl applictaion etl source inst Previous Figure 18 Pre Setup Information The following window seeks information on OFSAAI login user ID and the group id to which the specified user is mapped Seeded ICC batches will be mapped to the provided user ID and group ID me ORACLE Introduction Please specify OFSAAI user group name Pre Install Configuration MOCKGRP Pre Install Summary Please specify the OFSAAI user ID Installing MOCKUSER Install Complete ORACLE FINANCIAL SERVICES Figure 19 Pre Setup Information Note the following Make sure that you have entered both OFSAAI User Group name and OFSAAI user ID in upper case This is essential to ensure that the seeded ICC Batches are displayed in the Ul post installation Create the user and user group specified during installation after the installation process is completed if the same are not available Step 15 This window displays all the pre installation summary Verify all details and proceed Click Install to proceed Introduction Please review the following before continuing Pre Install Configuration Link Folder gt Pre
25. lication source pair ORACLE FINANCIAL SERVICES Figure 16 Pre Setup Information Step 13 i If the option New application source pair was chosen then the following window will displayed seeking the application and source name for creation of the same Specify all the details required for application and source creation Click Next to proceed Clicking Next will create application and source within OFSAAI Source model will also be generated This process will take some time depending on the number of entities attributes in the atomic schema This step cannot be rolled back Li ORACLE Introduction Pre Install Configuration 9 Pre Install Summary Installing Install Complete ORACLE FINANCIAL SERVICES Note ETL Application Details Name OIDFAPPS Description APPLICATIONS ETL Source Details Name QIDFSRC Description SOURCES Figure 17 Pre Setup Information ETL Source will be created pointing to the information domain atomic schema that is specified during the installation Step 13 ii If the option Existing application source pair was chosen the following window willl be displayed prompting user to select app source pair from the list of pairs already present Choose the desired ETL application source pair into which ETL definitions will be deployed Click Next to proceed d Introduction Pre Install Configuration Pre Install Summary Install
26. ll the newly created files have 666 permission assigned cd lt ftpshare folder gt umask 0000 e The Config and atomic schema should be two distinct Oracle database users e Execute the file privileges atomic user sql from DBA user This provides the required privileges for the atomic schema e Copy the entire OIDF v7 4 2 0 0 installer download directory to the server location Including the DataModel directory Also provide read write and execute permissions to all the files present in this directory e Specify the log file path and name in the log4j xml file Update the value attribute marked in the following image lt DOCTYPE log4j configuration SYSTEM log4j dtd gt lt log4j configuration xmlns log4j http jakarta apache org log4 j gt lt appender name ConfigReveleusFileAppender class orqg apache log4 RollingFileAppender gt lt param name file value u0 setupkit ALM60 Log FTP60 1og lt param name Append value true gt Figure 1 Log4j xml file configuration e Ensure that the path given in the log4j xml file has read write execute permissions set e Execute the config table privileges for_atomic_user sql script present in FIC_HOME in configuration schema e Ensure that FICServer is up and running before proceeding with the installation e f you need to work on QMR extracts create two Oracle directory objects by executing the following SQL statements from DBA Account CREATE D
27. nsure model upload process goes through successfully 6 New primary key definition The list of primary keys on existing tables introduced in this release is present in PK change worksheet Take a backup of all tables on which a primary key has been added Post backup delete data from these tables to ensure model upload process goes through successfully 7 New foreign Key definition The list of foreign keys on existing tables introduced in this release is present in FK change worksheet Take a backup of these tables along with the dependent tables Post backup delete data from these tables to ensure model upload process goes through successfully Ch OIDF74000 and OIDF74200 Differenc Upgrade from OIDF 7 4 1 0 0 to OIDF 7 4 2 0 0 The following scenarios need to be handled manually before installation For more information refer to the respective worksheets in the embedded report named OIDF74100 and OIDF74200 Difference Report xls 1 Renamed tables Not applicable 2 Renamed Columns The list of columns renamed in this release is present in Dropped Column worksheet Take a backup of all the dependent tables in which a column has been renamed The same will be used to restore data in the newly added column post installation 3 New NOT NULL columns in tables with data The list of NOT NULL columns introduced in this release is present in New columns worksheet Apply filter on column IMPACTED Y
28. o the above on staging tables will be ETL Application deployed ETL APPSRC TYPE Create NEW ETL 0 Mandatory if this an Application Source pair or use 1 Existing App Layer installation an existing one Option selected for INSTALL APP 1 0 If you want to create a new ETL app src pair 1 If you want to use an existing pair ETL_APP_DESC Give description for the ETL Not Applicable Mandatory if you want Application to create new ETL app src pair Option selected for ETL_APPSRC_TYPE 0 ETL SRC DESC Give description for the ETL Not Applicable Mandatory if you want Source to create new ETL app src pair ORACLE Option selected for ETL_APPSRC_TYPE 0 OFSAAL USER ID Specify the OFSAAI user ID in Not Applicable Mandatory PES Note Create an OFSAAI user with the specified id after installation if not created already OFSAAI USER GROUP Specify the OFSAAI group ID Not Applicable Mandatory Note Create an OFSAAI user group with the specified id after installation if not created already How to install in Silent Mode e The installer folder contains a template file Silent template e Create a copy of this file and rename the copy as Silent props e Edit the file Silent props and specify the parameters as per the requirements e On the UNIX Command prompt execute the following command Setup sh SILENT e Refer to the console log or the file preinstall log for any error messages si ORACLE
29. prerequisites are met before you proceed gt Introduction This user interface will guide you through the solution setup Before proceeding amp Pre Inst ll Configuratic with the installation you must ensure the following e Instali Configuration Pre Install Summary The Oracle Financial Services Analyical Applications Infrastructure OFSAA O installing must be installed and configured on the machine The FICserver is running and all other OFSAAI servers are shut down prior to start of the solution installation Please ensure the OFSAAI version is 7 3 3 3 0 Note At any point if you wish to edit previously entered information you may access the previous screens by clicking on the Previous button ORACLE FINANCIAL SERVICES Figure 3 Introduction Screen Step 3 Choose the log mode for this installer If Debug is selected the Passwords will be printed in the Log File i ORACLE Introduction Please select the Log Mode required for this Installation Pre Install Configuration Note If you select Debug mode the passwords will be printed in the log file The log Installing file will be written in the path specified in the log4j xml file of the installer Install Complete Pre Install Summary Debug gt General ORACLE FINANCIAL SERVICES Figure 4 Log Mode Option Screen Step 4 Provide the 9 digit Customer Identification Number provided during the OFSAAI installation Introdu
30. tep 2 gt Introduction This user interface will guide you through the solution setup Before proceeding E Pre Install Configuration with the installation you must ensure the following Pre Install Summary The Oracle Financial Services Analyical Applications Infrastructure OFSAA Installing must be installed and configured on the machine Install Complete The FiCserver is running and all other OFSAAI servers are shut down prior to start of the solution installation Please ensure the OFSAAI version is 7 3 3 3 0 Note At any point if you wish to edit previously entered information you may access the previous screens by clicking on the Previous button ORACLE FINANCIAL SERVICES Figure 23 Introduction Screen Upon invoking the installer the Introduction screen will display the prerequisites for installation Ensure that the prerequisites are satisfied before you proceed Step 3 Choose the log mode for this installer In case if Debug is selected the Passwords will be printed in the Log File Click Next to proceed 21 ORACLE Introduction Please select the Log Mode required for this Installation Pre Install Configuration Note If you select Debug mode the passwords will be printed in the log file The log 9 Installing file will be written in the path specified in the log4j xml file of the installer Install Complete Pre Install Summary Debug General ORACLE FINANCIAL S
31. tier Default 0 components INSTALL APP Install Application tier Default 0 components be installed INFODOM_NAME Information Domain infodom Not Applicable MANDATORY SEGMENT CODE Segment Code Not Applicable MANDATORY Segment Code should not exceed 10 characters INFODOM_TYPE New Infodom or Existing 0 Specify Infodom Type meen JENS Mandatory if this an App Layer Installation and option selected for INSTALL APP 1 APPL TNS TNS Name of the Infodom Not Applicable MANDATORY database APPL USER User id of the Database Not Applicable Mandatory if this an Schema for new Infodom App Layer installation and want to create a new infodom Option selected for INSTALL APP 1 and INFODOM TYPE 0 APPL PWD Password of the Database Not Applicable Mandatory if this an Schema for new Infodom App Layer installation and want to create a new di ORACLE infodom Option selected for INSTALL APP 1 and INFODOM TYPE 0 APPL URL JDBC Connection String of the Not Applicable Mandatory if this an Database Schema for new App Layer Installation Infodom and want to create a new infodom Option selected for INSTALL APP 1 and INFODOM TYPE 0 RAC STATUS whether the Database Schema Not Applicable Mandatory if this an for new Infodom is a RAC App Layer Installation database and want to create a new infodom Option selected for INSTALL APP 1 and INFODOM TYPE 0 INFODOM_DESC Description for the Database Not Applic
32. tion Pre Install Configuration Pre Install Summary Installing Install Complete TNS Name for Application Schema Infodom Database EPMDEV ORACLE FINANCIAL SERVICES Previous Figure 11 Installation in Progress Step 8 Li ORACLE OIDF v7 4 2 0 0 data model is packaged as part of OIDF v7 4 2 0 0 product installer and will be installed as part of the upcoming steps if required The following screen prompts the user to opt for model upload process through installer Introduction If you want to perform Model Upload please start the FICserver before Pre Install Configuration proceeding to next step Do you want to perform Model upload Yes O No I have already done it ORACLE FINANCIAL SERVICES Figure 12 Pre Setup Information Select No if you have uploaded the OIDF v7 4 2 0 0 model into information domain prior to this installation Select Yes to proceed with OIDF v7 4 2 0 0 model upload process as part of the installation If the you have selected Yes move to Step 9 and 10 You can skip Step 9 to 10 if you have selected No Click Next to proceed Step 9 The following window prompts you to choose whether the released version of Datamodel or the customized datamodel to be uploaded On selecting Released Data Model option installer uploads the OIDF v7 4 2 0 0 data model that is packaged as part of the OIDF v7 4 2 0 0 product Choose the desired option On sel
33. w displays pre model upload details Verify the details before proceeding to the next step Click Next to proceed for model upload ORACLE Introduction Please review the following before continuing gt Pre Install Configuration Information domain Name OIDMOCKINFO Data Model xml path fscratch ofsaadb Kit OIDF74 DataModel Data Model xml file ODF Datamodel x mi ERwin xml Path scratch ofsaadb ftpshare OIDMOCKINFO erwin erwinXML ORACLE FINANCIAL SERVICES Figure 15 Pre Model Upload Summary Clicking on Next will start the model upload process This process will take some time depending on the size of the data model and available physical memory in the environment User will not be able to take any further action on the screen until the model upload process is complete Also note that this step cannot be rolled back If the model upload fails then a pop up message with relevant error and the log file path will be displayed Review errors and take relevant action Continue with this step until the model upload is successful and the installer takes the user to next step Common errors during model upload are tabulated below Insufficient heap memory on the client Increase the java memory settings for machine FICServer in profile file Error while getting the Erwin File path Restart the FICServer Following error during Upload operation Incorrect Erwin xsl file version in
34. work may be reproduced stored in a retrieval system adopted or transmitted in any form or by any means electronic mechanical photographic graphic optic recording or otherwise translated in any language or computer language without the prior written permission of Oracle Financial Services Software Limited Due care has been taken to make this Installation Manual and accompanying software package as accurate as possible However Oracle Financial Services Software Limited makes no representation or warranties with respect to the contents hereof and shall not be responsible for any loss or damage caused to the user by the direct or indirect use of this Installation Manual and the accompanying Software System Furthermore Oracle Financial Services Software Limited reserves the right to alter modify or otherwise change in any manner the content hereof without obligation of Oracle Financial Services Software Limited to notify any person of such revision or changes All company and product names are trademarks of the respective companies with which they are associated
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