Oracle Financial Services Institutional Performance Analytics
Contents
1. sumows TASK COMPLETED d Click the control page tab Summary of Servers Configuration e Select the bi server1 line by clicking on the left tick box f Click Start button at the top of the list and confirm starting this service Servers Filtered More Columns Exist Start Resume Suspend v Shutdown v Restart SSL Dmm acme Resume Suspend Shutdown Restart SSL g State will update to RUNNING mode after a few minutes State 6 Start BIEE services and login a Starting services From EM screen i Login to the EM administration screen using the url http localhost 7001 em Replace the hostname and port number based on your setup Use the login you created in BIEE installation to log in li Expand Business Intelligence node on the left and choose Coreapplication n ORACLE G Farm_bifoundation_domain Application Deployments a WebLogic Domain coreapplication Metadata Repositories ii Click the Overview tab Change Center a Lock and Edit Configuration Overview Capacdty Management Diagnostics Security Deployment System Shutdown amp Startup t Up m System Components System Status Manage System 4p All components are available 3 start LJ Stop 3 Restart ORACLE iv Click the blue button Restart or green button Start under the Manage System category middle of screen v Click Yes on dialog box t2. C d e Go to File and open the catalog online File 2Open catalog by giving the necessary credentials based on your setup Type online URL htto lt ipaddress gt lt port gt analytics saw dll Once the catalog is opened it will display a folder structure on left hand side Select the shared folder under root folder in the LHS tree structure Go to File menu and select Unarchive It will ask for the path for a file Browse the path of the archived catalog file saved in your local folder using the Browse button in the pop up Click OK The catalog will be unarchived in specified location A pop up for successful operation will be shown Restart the presentation services once again d Open the analytics OBIEE URL http lt ipaddress gt lt port gt analytics Login with credentials based on your setup and verify that catalog is available Configure tnsnames ora a b C Open tnsnames ora file under the folder Oracle Home gt network admin Make sure an entry is made in the tnsnames ora to connect to application schema of OFSAA application Save the tnsnames ora Configure ODBC data source to connect to Oracle Bl Server ooopm f Go To Control Panel gt Administrative Tools gt Data Sources ODBC Select the System DSN tab and click the Add Button Select a driver specific to Oracle BI Server 11g and click Finish Button Enter Name and Server details Specify the Host Name or IP Address of the B
3. Take a backup of the columns v cust ref code v instr issuer code v issuer code and update the columns with null values Stg Swaps Contracts Take a backup of the columns v cust ref code v issuer code and update the columns with null values otg Td Contracts Take a backup of the columns v prev contract code and update the column with null values otg Applications Take a backup of the table Truncate all the records from the table otg Account Rating Details Take a backup of the table Truncate all the records from the table otg Country Master Take a backup of the table Truncate all the records from the table Stg Customer Email Address Take a backup of the table Truncate all the records from the table otg Party Financials Take a backup of the table Truncate all records from the table otg Party Rating Details Take a backup of the table Truncate all the records from the table otg Limit Structure Take a backup of the table Truncate all the records from the table o To update the column with null values of column n net credit losses in otg Bills Contracts UPDATE Stg Bills Contracts SET n net credit losses null o To take a backup of the columns v cust ref code of Stg Annuity Contracts create a backup table Stg Annuity Contracts BKP selecting the PK columns and the columns to be backed up CREATE TABLE Stg Annuity Contracts BKP AS SELECT v account number fic mis date v cust ref code FROM Stg
4. FAILED WHILE SUPER CATEGORY SUB CATEGORY RELATIONS HANDLING DELETING Possible reason resolution Incorrect Erwin xsl file version in FIC APP HOME common FlICServer conf directory 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 panel seeks input from the user on whether to create new ETL application source pair or use an existing one ORACLE In case of upgrade if you select an existing application source pair then existing ETL definitions under the source will be over written with the packaged definitions You 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 the required option Click Next to continue Introduction Do you want to create a new ETL application source pair or use the existing one New application source pair Pre Install Configuration Pre Install Summary Installing Install Complete O Existing application source pair ORACLE
5. o C OBIEEHome user_projects domains bifoundation_domain servers bi_server1 t mp _WL_user analytics_11 1 1 7dezjl war res sk_blafp common rtl 3 After successfully replacing the image restart the OBIEE services 4 Login to Dashboards and check for the image ORACLE OFSIPA v6 0 2 0 0 Installation The OFSAAI Product comprises of components that are installed in Web Application and Database layer Hence if you have installed OFSAAI 7 3 in a multi tier architecture the OFSIPA Product installer must be invoked on each of the machines that host the OFSAAI tier For a Single tier installation the installer is required to be invoked only once on the machine that hosts all the OFSAAI tiers This section describes the installation process where the Three Product setup components are installed on separate machines in with the Product 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 This section holds applicable if OFSAAI v7 3 3 2 4 is installed on Oracle 11g on separate machines A B and C respectively If a silent installation is required refer to Silent Installation section b ORACLE Machine A Product App Layer Step 1 To begin OFSIPA product installation execute Setup sh ORACLE FINANCIAL SERVICES Copyright 199
6. z m bh m i R E g T Co C C Co CCP B i VI VII VIII Change Center GAP Lock and Edit Configuration f Restart to apply recent changes Overview Capacity Management Dagoostes Secunty Deoloyment Metis Availability Scwab ty Performance System Components Availability gst Stop Al Restat A D Start Selected Stop Selected J Restart Selected Port Orade Instance Note 990 178GX i flex com Once the Presentation Service is restarted it will give the pop up for successful restart Click Close Verify that new folder structure is created in the system It can be found under path Oracle Bl Instance Home gt bifoundation OracleBIPresentationServicesComponent coreapplication__ obips1 catalog CRMIPA This CRMIPA folder will be having a root folder which in turn contains 5 14 three folders named shared system and users Change Center Lock and Edit Configuration A Restart to apply recent changes Overview Capacity Management Daeqnostcs Secunty Deployment Metis Availability Scsab ty Performance System Components Availability asus Step Al Restat A D Start Selected Stop Selected a Restart Selected i Name Status Host Port Orade Instance Note Presentation Services Fler Presentation Services t W coreappicabon obps 2 L91C178GX i M x com a TEI Servers e v BE Sceduers g 3 PBI Guster Controllers t s B5 JavahHosts 2 c Open the Catalog Manager a b
7. 9 Pre Install Summary Installing Install Complete Data Model xml path scratch bpmurthy Installers 602 62 CRMIPA DataModel Data Model xml file CRMIPA Datamo del xml ERwin xml Path scratch bpmurthy OFSAAI73 ftpshare IPADIR erwin erwinXML ORACLE FINANCIAL SERVICES I ORACLE Introduction e Pre Install Configuration red for your system This may t 3 Uploading DataModel NARARRARARAARAANR ORACLE FINANCIAL SERVICES Figure 14 Pre Model Upload Summary Click Next to 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 this step cannot be rolled back If the model upload fails then a 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 Note Some of the common errors during model upload are Insufficient heap memory on the client machine Possible reason resolution The java memory settings in reveleusstartup sh located in FIC APP HOME common FlICServer bin directory should be increased Error while getting the Erwin File path Possible reason resolution Restart the FICServer Error in Upload Operation
8. allowed output prompts sections rows or columns while accessing reports Solution 1 Bring down OBIEE Presentation services Locate and take a back up of the file Instanceconfig xml in following folder structure Oracle Bl Instance Home gt config OracleB IPresentationServicesComponent coreapplication_obips1 3 Edit the file Locate the tab view which in turn contains lt pivot gt tab in instanceconfig xml 4 Paste the following lines in between lt pivot gt and lt pivot gt tab lt MaxVisibleColumns gt 3000 lt MaxVisibleColumns gt lt MaxVisiblePages gt 10000 lt MaxVisiblePages gt lt MaxVisibleRows gt 50000 lt MaxVisibleRows gt lt MaxVisibleSections gt 250 lt MaxVisibleSections gt lt DefaultRowsDisplayed gt 30 lt DefaultRowsDisplayed gt 5 Save the file and restart the presentation services x ORACLE Documentation You can download the OBIEE installation and configuration guide from htto www oracle com technology documentation bi ee html Note o The detailed sequence of Data transformation process for OFSIPA is mentioned in INSTALLER EXTRACTED DIRECTORY OFSIPA Run Chart xlsx o The Business metadata related information is made available in INSTALLER EXTRACTED DIRECTORY OFSIPA Business Metadata xlsx x ORACLE ORACLE Oracle Financial Services Institutional Performance Analytics v6 0 2 0 0 Installation Manual April 2014 Oracle Corporation World Head
9. create PROCEDURE to ORACLE USER grant create SEQUENCE to ORACLE USER grant DEBUG CONNECT SESSION to ORACLE USER grant create TABLE to zORACLE USER grant create VIEW to zORACLE USER grant create trigger to zORACLE USER grant create type to oracle user grant select on sys v parameter TO oracle user grant CREATE TYPE to ORACLE USER grant CREATE MATERIALIZED VIEW to ORACLE USER Copy the entire OFSIPA v6 0 2 0 0 installer download directory to the server location Including the DataModel directory Provide read write and execute permission to all the files present in this directory opecify the log file path and name in the log4j xml Update the value attribute marked in the following picture amp IDOCTYPE log4j configuration SYSTEM log4j dtd logdj configuration xmlns log4js5 http jakarta apache org 10og4j lt appender namesz ConfigReveleusFileAppender classs orqg apache log4j RollingFileAppender lt param name file valuex u 2 setupkit ALM60 loqg FTP60 1loq lt param name Append value true gt ORACLE Figure 1 Log4j xml file configuration Make sure the path given in the log4j xml file has read write execute permission Execute the config table privileges for application user sql script in configuration schema This file will be present inside FIC HOME directory Make sure FlCServer is up and running before proceeding for installation 2 O
10. created Specify a segment name to be created Note Segment and Infodom name should not exceed 10 Characters Also specify the Application server and database server log path for infodom maintenance to be created Introduction Pre Install Configuration 9 Pre Install Summary 9 Installing 9 Install Complete ORACLE FINANCIAL SERVICES Please enter the following to create a new information domain Infodom name IPADIRCT Infodom description IPADIR DESC Segment name IPADIRCT Application Server ftpshare log path scratch bpmurthy OFSAAI 73 ftpshare IPADIRCT logs Databse Server ftpshare log path scratch bpmurthy OFSAAI7 3 ftpshare IPADIRCT logs Figure 8 Infodom details for creation of new Infodom NOTE o The OFSAAI user must have a role that is able to perform Add Modify functions for OFSIPA metadata Click Next to continue Step 7 iii If the option New Infodom was chosen in the previous panel then the following panel will be displayed following the panel 7 ii which will display the pre infodom creation details Check and verify all the details before proceeding to the next step Introduction Pre Install Configuration 9 Pre Install Summary Installing Install Complete ORACLE FINANCIAL SERVICES Figure 9 Pre Infodom Creation Summary Please review the following before continuing Information Domain Name IPADIRCT Infodom Description IPADIR DESC Applica
11. iieii b all spite eife Der ieia be leg e aae a bach ef eere 11057 d erated hri Cece Bossa Dibagi ell sor chasse thue teer Ue mhion and all qose fe uar Pus already bem sinine by HHA ET ia io Pe Crade Webio Seren Ademnatrahor Console im confgune and maruepe the Weblage security nei fpplicatkon Puis die Roles bel yiga aei haa Applicasion ok 20 ORACLE CLE Emerprias Manager tig fuss Haiser Stare A Tm LF cartapi iont 3 p Seren Firion rriren v A Appl satkn Hpk dpp umm p wem ee ee be perry si amm eo ete es ey er eee ee trum mer fared ry ery rc ence esl ced oe miu soe ee P r ee r E oe ee ee eee Pur noris ee T ree umm and praesent ie ee See Gaus Press Policy conn Populer ary LS Bue Gee l F et Pal 6 h Li peo EE um NT dert ica Phe I Pip fag Eiry cari Area T T E Ee Firiaimr a D BI Sl ra re Tey Fa La a F ceonrapphicatsen ML oc ope wa 2 RAH RAE dps ama tL reap Spa Arie Eade Lrarral Follow the preceding procedure to create two new Application roles Relationship ManagerRole and SalesRepresentativeRole and allocate them to respective groups Setting Up Page Visibility 1 Log into Analytics with administrator credentials and unarchive the CRMIPA catalog by selecting ACL as Preserve 2 After un archiving the catalog navigate to dashboards and expand the dashboard pages 3 Click More gt Permissions 4 From the Permissions window provide Read access or No Ac
12. multiple specified information domains separated by tilde Note If no parameter is specified by default ALL option is considered The above step would publish the metadata where the user can view from Metadata Browser Metadata Browser Execute MDBObjAppMap sh UNIX While executing provide any of the following parameters as required o ALL To do object application mapping in all the available information domains o INFODM To do object application mapping in only one specified information domain o INFODOM1 INFODOM2 INFODOMS To do object application mapping in multiple specified information domains separated by tilde Note If no parameter is specified by default ALL option is considered The above step will perform Object Application mapping Refer to Oracle Financial Services Analytical Applications Infrastructure User Manual Release 7 3 3 0 0 for more information related to Metadata Browser Upgrading OFSIPA from v6 0 1 0 0 to 6 0 2 0 0 To upgrade OFSIPA from v6 0 1 0 0 to 6 0 2 0 0 follow the steps as mentioned below 1 3 Execute the MLS utility from the path FIC HOME MLS ofsaai as MLS ofsaai sh MIG For details on MLS utility refer to OFSAAI 7 3 3 0 0 Administration guide If OFSIPA 6 0 2 0 0 is being installed on top of OFSIPA 6 0 1 0 0 then execute CIIPA 601 602 post sql in the atomic schema The staging table data which is mentioned in point 9 b of Upgrading Orac
13. respective Sales Representatives are visible Each Sales Representative will have unique skey values and accounts related to those skeys are displayed in reports If the logged in user is a Business Analyst BA then all the data will be fetched Report visibility The Reports visibility are restricted as per below Application Role Dashboards Available Business Analyst Summary Customer Summary Cross Sell Top 10 Opportunities Opportunities Activities P ORACLE Customer Performance Product Performance Line of Business Performance Balance Sheet Relationship Manager Opportunities Activities Relationship Manager Performance Sales Representative Opportunities o Activities Administrator o All Reports The Reports visibility for the different roles has to be handled by setting proper catalog Permissions The steps to setup these permissions are described in Setting Up Dashboard Visibility under Configure Roles and Groups of this document Metadata Visibility Accessibility to presentation layer objects for creating ad hoc reports varies from user to user depending on the application role the user is allocated The following are the requirements for viewing the metadata in RPD Application Role Tables for Ad hoc Reporting Business Analyst role o Fact Account Summary o Fact Account Profitability Fact Opportunity Fact Opportunity Activity Fact Management Forecast Fact Customers Relationship Manag
14. 3 2012 Oracle and or its affiliates All rights reserved Figure 1 Installation Splash Screen Step 2 3 Introduction This user interface will quide you through the solution setup Before proceeding Pre Install Configuration with the installation you must ensure the following 9 Pre Install Summary The Oracle Financial Services Analytical Applications Infrastructure OFSAAJ Q 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 OFSAAJ version is 7 3 3 2 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 2 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 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 Q Install Complete 9 Pre Install Summary Debug General ORACL FINANCIAL
15. Annuity Contracts S ORACLE o To take a backup of the table Truncate all the records from the table Stg Applications CREATE TABLE Stg Applications BKP AS SELECT FROM Stg Applications and TRUNCATE TABLE Stg Applications Note Perform Incremental Model Upload in the information domain where CRMIPA application is installed Extract the contents of the folder and start the install 1 To begin OFSIPA product installation execute Setup sh Details about Silent and UI modes of installation have been explained in the following sections 2 When the installer prompts for choosing Infodom select the existing infodom that has to be upgraded to 6 0 2 0 0 Refer to Step 6 of installation for more details Procedure to change the find icon available on hierarchical prompts 1 Copy the image find ena png from the location OBIEE HOME Oracle Bl1WifoundationwebNappv2 ves sk blafpicommon and save a copy of it as search ena png 2 Replace the image with the existing search ena png image available in the following locations in OBIEE 11 1 1 7 0 Home o C OBIEEHome Oracle_Bl1 bifoundation web appv2 res sk_blafp common o C OBIEEHome Oracle_Bl1 bifoundation web appv2 res sk_blafo common rt o C OBIEEHome user_projects domains bifoundation_domain servers AdminServ er tmp _WL_user emcore 28c293 images o C OBIEEHome user_projects domains bifoundation_domain servers bi_server1 t mp _WL_user analytics_11 1 1 7dezjl war res sk_blafo common
16. CCOUNT MGR REL should have the necessary details for the relationship manager to account mapping A user logging in without any associated Manager code should have access to the entire data available The entries to FSl M USER MANAGER MAP table have to be manually inserted It has two columns V USERNAME and V MANAGER CODE The V USERNAME has to be inserted with the login username created in OBIEE and V MANGER CODE has to be inserted with the manager code of the corresponding user from DIM MANAGEMENT table Example The following diagram depicts a hierarchy of Relationship Managers s ORACLE RM1 RM2 RM3 gt RM4 RM6 The data visibility for each of the Relationship Managers starting from the top of the AJ 3 o Ul hierarchy is as follows o RM1 user has control over the data associated to that user along with the data associated to the immediate subordinates that is RM2 RM5 and their subordinates till the end of the hierarchy o RM2 user has control over the data associated to that user along with the data associated to the immediate subordinates that is RM3 RM4 and their subordinates till the end of the hierarchy o RM5 user has control over the data associated to that user along with the data associated to the immediate subordinate that is RM6 and his subordinates till the end of the hierarchy If the logged in user is a Sales Representative SR the data associated with the opportunities managed by the
17. CIIPAS M Specify the segment code mapped to the above infodom CIIPAS TNS Name for Application Schema nfodom Database CIIPAS Figure 27 Pre Setup Information Screen Step 7 Specify the OFSAAI user id iB Introduction Pre Install Configuration 9 Pre Install Summary Q Installing 9 Install Complete ORACLE FINANCIAL SERVICES Click Next to continue Step 8 Please specify OFSAAI user group name CIAPPGRP Please specify the OFSAAI user ID CILPUSER Figure 28 Pre Setup Information Screen This panel displays all the pre installation summary Verify all the details and proceed Click Install to proceed ORACLE Introduction Please review the following before continuing E INSALA Y bOI NORE Pre Install Configuration Oracle Financial Services Institutional Performance Analytics Pre Install Summary 9 Installing Install Complete PRODUCT VERSION 6 0 2 0 0 INFODOM NAME ENTERED CIIPAS OFSAAI USER ID ENTERED CILPUSER CONFIG SCHEMA USER CICONFIG 1 JAVA BIN scratch bpmurthy jdk1 6 0 29 bin ORACLE Disk Space Information for Installation Target FINANCIAL SERVICES Required 199 643 329 bytes Available 23 385 272 320 bytes Figure 29 Pre Install Summary Step 9 This panel displays the installation process Wait until it completes Introduction Pre Install Configuration Pre Install Summary Installing Q Install Complete C I
18. FINANCIAL SERVICES Figure 15 Pre Setup Information Step 13 i If the option New application source pair is chosen then the following panel will displayed seeking the application and source name for creation of the same opecify 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 application schema This step cannot be rolled back Introduction ETL Application Details Pre Install Configuration Name MEE 9 Pre Install Summary Q Installing Description o Install Complete ETL Source Details Name Description I ORACLE FINANCIAL SERVICES Figure 16 Pre Setup Information Note ORACLE ETL Source will be created pointing to the information domain application schema that is specified during the installation Step 13 ii If the option Existing application source pair is chosen the following panel will be displayed prompting user to select app source pair from the list of pairs already present Choose the required ETL application source pair into which ETL definitions will be deployed Click Next to proceed Introduction ETL Application Source Mapping Pre Install Configuration em l eG i Pre instali Summary Select the target ETL Application Source into which
19. I Server and click Next Enter Oracle BI Server login id and password Enter User Name and Password created at the time of OBIEE installation Click Next Click Finish Modify connection pool and set the properties a b C d Open the OBI Administration tool Select Start gt Programs gt Oracle Business Intelligence gt BI Administration Select File gt Open gt Online and select CRMIPA rpd file In the Open dialog box select and open CRMIPA rpd file i ORACLE e Enter Repository password as Admin123 In the Physical layer double click the Customer Insight Connection Pool under Customer Insight Database to open its properties g Inthe General tab edit check the following entries i Call Interface OCI 10g 119 ii Data source name tnsnames ora entry created in the step 8 b connecting to OFSAA application schema iii User name enter application db user name gt iv Password enter application db user password v Confirm password and Click OK to close the window h Repeat the same for the Customer Insight Connection Pool Init Block i Inthe Physical layer double click the Customer Insight Connection Pool under the Customer Insight Essbase to open its properties i Essbase Server ip address Hostname of the Essbase server Username Essbase username ii Password Essbase password iii Confirm password and click OK to close the window iv Click Save to save the RPD
20. Oracle Financial Services Institutional Performance Analytics Product Installation Manual Version 6 0 2 0 0 April 2014 ORACLE FINANCIAL SERVICES Document Control Author Niraj Ranjan Biswal Group OFSAA Created on 17 Feb 2014 Revision No 1 0 Updated by Fino Paul Reviewed by Aravind EEE by Aravind Venkatraman Venkatraman Updated on 29 Mar 2014 Reviewed on 1 Apr 2014 Approved on 1 Apr 2014 Installation Manual Table of Contents tere Fig Eig 1 Diele M T 1 ur N 1 Qrganizalion Or the Manual sainn Ut mom 1 Conventions Used in this Manual ccccccccccccccceesessseseeeeeeeeeeeeeeeeeseeasaaaeaaasseeeeeeeeeeeeseeseenenaaaaas 1 Prerequisites NETT UT Mr 2 EVV OMT CU aii avercansestdonsrats santsagesiyatavsitsseradssorata sah teoteheravars CO Pre Rfoscrs tax fasi p REEL TE PIG IMEpPI Seco nS Paz PERDE 2 FY ONS US NET E E TEN 2 Be ge eb Ces ee net 3 mi mitiuenmelui cae scarce 4 Pre Upgrade Activities cccccccssccccccssssececcceeseeececeeeeeeeceseeaeceeeeseaaeceeesseaeceessseaeeeesseaaseeeessaanseeess 6 OFSIFA v6 0 200 TS ell MEE RE 10 Machine A Product App Layelr cccccssssscccccsesescececeeeeceeeseeaeceeesseaeceeseeeaecessssaaseeesssaaageeess 11 Machine B Product Database Layf utei eter ttt n tnn cep ha aua eva otv ex a ente c
21. Ps ee Lach HL a Hun a 6 Click the newly created BusinessAnalysts group and assign the parent group The Parent group determines the level of access provided to users in this user group Allot the BlAuthors this parent group give create permissions and edit permissions for the existing reports parent group to this user group 7 Create the required number of users and allot them to this user group after creating the user group and allocating a parent group to the user group 8 Create a new BusinessAnalyst user under Users tab of Users and Groups Click New under Users and provide the name of user as business analyst 9 Enter a password weblogic123 with which this user can log in into OBIEE analytics Confirm the password and move to Groups tab 10 Map the newly created user to respective group in the Groups tab Assign BusinessAnalysts group created in Step 6 to this BusinessAnalyst user 11 Repeat the same procedure for all the required user groups Create SalesRepresentatives and RelationshipManagers groups and then create SalesRepresentative and RelationshipManager users and allocate the respective groups to these users All these three user groups should have BlAuthors as parent group Application Roles Creation for User Groups Once the user groups and users are created you can proceed with new Application roles creation for each user group 1 Open Enterprise Manager of OBIEE 2 Navi
22. RACLE Pre Upgrade Activities 1 2 3 Upgrade the AAI platform to 7 3 3 2 4 Upgrade OBIEE to 11 1 1 7 1 ATOMIC schema user must have the following grants a Grant CREATE TYPE to ATOMIC SCHEMA ORACLE USER b Grant CREATE MATERIALIZED VIEW to lt ATOMIC_SCHEMA_ORACLE_USER gt Execute the following grant on configuration schema to give privileges to atomic schema user a Grant selecton BATCH MASTER to ATOMIC SCHEMA ORACLE USER Atomic user must have SELECT privilege on the following Config schema tables METADATA MASTER METADATA ELEMENT MASTER METADATA ATTRIBUTE MASTER METADATA LOCALE MASTER If certain customization were done to the T2T extract and mapping definitions those will be lost Hence take a back up of the following two folders and redo the customization in the new T2T extract and mapping definitions after Service Pack installation lt FTPSHARE_PATH gt STAGE lt FTPSHARE_PATH gt lt INFODOMS gt erwin sources Bring down all the OFSAAI Servers lf Datamodel is customized 1 Open both prior uploaded and the one with the current service pack the models using Erwin Data Modeler tool 2 Goto Tools and Select Complete Compare In the Compare window select your prior uploaded CRMIPA_Datamodel on Left Model Select extracted CRMIPA Datamodel on Right Model In Type Selection check Subject Area In Advanced option un check ALL except Auto Close Database Script Models Click Compare Reso
23. SERVICES Figure 3 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 OFSAAJ Installation 9 Pre Install Summary Q Installing 9 Install Complete EDELIVERY ORACLE FINANCIAL SERVICES ETE NEUEN Figure 4 Customer ID Input Screen Click Next to continue s ORACLE Step 5 The Pre Setup Information screen requests for setup information Select the appropriate OFSAAI layer that has been installed on the machine Example App Layer Introduction Please choose the OFSAAI Layers on which Solution is to be installed Pre Install Configuration Application Layer Pre Install Summary _ Database Layer Installing C Web Layer Install Complete ORACLE FINANCIAL SERVICES Figure 5 Pre Setup Information Screen Choose Layer to Install Note o Fora single tier OFSAAI v7 3 3 2 4 installation select App Layer and DB Layer o Fora multi tier OFSAAI v7 3 3 2 4 installation select the corresponding layer installed on the machine hk ORACLE Step 6 This panel seeks information on whether a new infodom has to be created or the existing infodom to be used for apps installation Choose the required option Introduction Do you want to create a new information domain infodom or
24. YPE 20 EIL SRC 1 1 DESC Provide description for Not Applicable Mandatory if you the ETL Src want to create new ETL app src pair Option selected for ETL_APPSRC_TYPE 0 ETL APP 1 NAME The ETL application Not Applicable Mandatory if this an App Layer installation Option selected for INSTALL APP 21 ETL SRC 1 1 NAME The ETL Source into Not Applicable This Source must be which the Table 2 Table mapped to the above ETL definitions on ETL Application staging tables will be deployed OFSAAI User ID Provide OFSAAI User ID Not Applicable MANDATORY OFSAAI USER GROUP Provide the group name Not Applicable MANDATORY of the OFSAA user 4 ORACLE Post Installation Activities OFSAAI Server Memory Configuration The OFSAAI Application Server is started using reveleusstartup sh This file can be edited for setting customized memory settings garbage collector settings depending on the available hardware configuration Raise an SR in support oracle com if you have any queries related to EPM applications Once the installation of OFSIPA Product is completed you must perform the following steps o Check the Log file The path and file name specified in the log4j xml o Ignore the following errors in the log file o The web xml under the path FIC WB HOME webroot WEB INF should have Resource tag If the tag is unavailable add the tag and replace ORDEMO with the INFODOM name lt resource ref gt lt desc
25. and update the columns with null values otg Fx Contracts Take a backup of the columns v cust ref code and update the column with null values otg Guarantees Take a backup of the columns v instr issuer code and update the column with null values otg Investments Take a backup of the columns v cust ref code v issuer code v issuer type and update the columns with null values Stg Loan Contracts Take a backup of the columns v instr issuer code v org unit code and update the columns with null values i ORACLE Examples Stg_Lob Master Take a backup of the columns v_level10_lob_ code v_leveli1_lob code v level12 lob code v level13 lob code v level14 lob code v_level15 lob code v_level16 lob code v level1 lob code v level2 lob code v level3 lob code v level4 lob code v level5 lob code v level6 lob code v level7 lob code v level8 lob code v level9 lob code v line of business desc and update the columns with null values otg Mm Contracts Take a backup of the columns v cust ref code v issuer code and update the columns with null values otg Mutual Funds Take a backup of the columns v cust ref code v issuer code and update the columns with null values otg Od Accounts Take a backup of the column n credit score and update the column with null values Stg Option Contracts Take a backup of the columns v cust ref code v instr issuer code and update the columns with null values otg Repo Contracts
26. ani Check San cama of fhe reae ta expicer and configure fuat reae b esha ii bes R akna Fiberedi Fare oam Fart Check rar dL oci d Faltan i Fue Change Center E acbeabe ali fur butter p pase I ORACLE WebLogic Server AT aair ah Corel Change enber 2 Hoes Log Gut Preferences Lee iei Viper hanpi acd roel r r Chek the Lee A Belt bunan ts med y el iex e Dina Beer rrryrealen pese mers ries doa Toi Ue aed cepe Sted Poke D edenta Mao Prpedenp Piy H Leeg reups Tim page dipa fortes about each Grout far Pas bem congue ras spcurity nali P Centomire thin Eabb Shoveng 100 EQ of id Previous lest Preveior adinckareulivtrs can accen tet scan fami Defacien eher tcater Adimristruers can view and madi y al PERE BT and 109 ned giao derer s Defaufumenbcatar ageretur Fap rarn Defacihuhenteatee m dairean in bona Canta Detant e uter Gip Detainees E Consumer Gup Defouthuhentcate Hirm di l ne ad giup i Fibi Gre 3 Bodfhygnap E reesDceuini omer can malos inter domain cols From Ionen doer Do fale Ra ac gin 2 o Lese proupr i i Dagi can view all neieuroe Peed ered deplore apkaba De fi terete Deimhin ain Showing l a Do pA Puedes t 5 Click New and create a new group BusinessAnalysts Click OK after providing all the required information for this group i ORACLE ORACLE Weblsgs feret ihg i JEU TiTa s bie Rs uana iun mota bi Fr ab krai incur ee deem
27. b ojdbc6 jar to the path TOMCAT_DIRECTORY commonl lib O Edit the server xml present under the path TOMCAT_DIRECTORY conf with the below changes which is required for connection pooling Note Copy the following information into notepad and then copy it from notepad into xml file Take extra care to avoid copying formatting characters into the xml file Context path CONTEXTNAME docBase APP DEPLOYED PATH debug 0 reloadable true crossContext true gt j ORACLE Note lt Resource auth Container name jdbc 9INFODOM NAME type javax sql DataSource driverClassName oracle jdbc driver OracleDriver username ATOMICSCHEMA_USERNAME password ATOMICSCHEMA PASSWORD url JDBC CONNECTION URL maxActive z 100 maxldle 30 maxWait 10000 removeAbandoned true removeAbandonedTimeout 60 logAbandoned true gt lt Context gt TOMCAT DIRECTORYS should be replaced by Tomcat application installed path CONTEXTNAMEG should be replaced by OFSAAI context frame APP DEPLOYED PATHS should be replaced by OFSAAI application deployed path INFODOM NAMES should be replaced by Infodom Name S ATOMICSCHEMA_USERNAMEG should be replaced by Atomic schema database user name S ATOMICSCHEMA PASSWORDS should be replaced by Atomic schema database password JDBC CONNECTION URL should be replaced by JDBC connection string Example jdoc Oracle thin lt IP gt lt PORT gt lt SID gt jdbc oracle
28. cess to different dashboard pages for each of the application roles created 2 ORACLE Catalog iee E l S User View 4 Gl o ee m a 8 7 X T Location Shared Folders Institutional Performance D v Folders EEG Type Al Sort Name AZ e 71 show m gt My Folders V Shared Folders 7 G Institutional Performance Open Edit More gt C Subject Area Contents Activities Last Modified 10 17 2013 3 02 54PM Owner weblogic pant Balance si Print 04 28 PM Owner weblogic Open Edit Delete i Cross Sell 3 Copy 17 PM Owner weblogic t gt Retail Performance Open Edit 1 Add to Favorites Customer 3 17 2013 3 04 57 PM Owner Add to Briefing Book Open Edit i fng Customer P Create Shortcut 7 2013 3 05 54 PM Owner we Open Edit Archive Line of Bu Gai Properties fified 10 17 2013 3 20 29 PM q Lob P amp L Open Edi Opportunities Last Modified 10 17 2013 3 09 31 PM Owner BI Administr Once the access permissions are set log in to the application using any of the user names BusinessAnalyst SalesRepresentative RelationshipManager and the corresponding password Check for the proper display of the dashboards Note The dashboards which are set to No Access from Admin login will not be displayed e ORACLE Troubleshooting Problem After logging into OFSIPA Application if end user experiences an error as Exceeded configured maximum number of
29. cope This manual provides a step wise instructions to install the OFSIPA Product in an existing OFSAAI hosted in Oracle 11g R2 11 2 0 2 0 environment Organization of the Manual The Installation Manual is organized into the following chapters o Prerequisites section identifies the hardware and base software environment that is required for a successful installation and functioning of OFSAAI o Pre Installation Activities section details the pre installation activities followed o Pre Upgrade Activities section details about the pre upgrade activities required to be performed o OFSIPA v6 0 2 0 0 Installation section details the step by step instructions on the various installation options o Post Installation Activities section details the steps that are required to be performed after a successful installation of the OFSAAI Conventions Used in this Manual References to sections or chapters in the manual are displayed in talics Screen names are displayed in the following manner Introduction screen Options and buttons are displayed in Bold Notes are displayed as follows NOTE o It is important that the password should be 6 characters long If you do not adhere to this pre requisite you will see a system message that reads Password must be at least 6 characters long l ORACLE Prerequisites The installation process requires certain environmental variables to be set prior to starting the installation Ensure that t
30. e apply the below patch o 18042631 GENERIC zip ORACLE Front End Access o Internet Explorer 8 0 9 0 o Java Plug in 1 6 0 21 o Acrobat Reader 8 0 o The screen resolutions supported are 1024 768 and 1280 1024 NOTE o Ensure that Java Plug in is enabled in the browser settings i ORACLE Pre Installation Activities The following is the Pre Installation checklist to ensure the readiness to start installing OFSIPA Product O O O OFSAAI v7 3 3 2 4 must be successfully installed on Oracle 11gR2 RAC 11 2 0 2 0 If Infrastructure installation is on multitier environment execute the following commands in the DB Layer terminal chmod R 777 lt ftpshare folder Navigate to ftpshare folder and set the umask shown as below this will make sure all the new files created will have 666 file permission cd ftpshare folder gt umask 0000 The Config and application schema should be two distinct oracle database users Execute the following grants in config schema Replace ATOMIC SCHEMA ORACLE USER with the atomic schema user grant select on METADATA MASTER to ORACLE USER grant select on METADATA ELEMENT MASTER to ORACLE USER grant select on METADATA LOCALE MASTER to ORACLE USER grant select on BATCH MASTER to ATOMIC SCHEMA ORACLE USER Oracle database User for Application schema should have the below grants grant create session to zORACLE USER grant create ANY INDEX to ORACLE USER grant
31. er Components INFODOM NAME Information Domain Not Applicable infodom SEGMENT CODE Segment Code Not Applicable MANDATORY Segment Code should not exceed 10 characters INFODOM TYPE New Infodom or Existing 0 New Specify Infodom Type iu LSENSIng Mandatory if this an App Layer Installation and option selected for INSTALL APP 1 APPL TNS TNS Name of the Not Applicable MANDATORY Infodom database APPL USER User id of the Database Not Applicable Mandatory if this is Schema for new Infodom an App Layer Installation and want to create a new infodom Option selected for INSTALL APPz1 and INFODOM_TYPE 0 APPL_PWD Password of the Not Applicable Mandatory if this is Database Schema for an App Layer new Infodom Installation and want to create a new infodom ORACLE Default 0 Default 0 Default 0 MANDATORY APPL_URL INFODOM_DESC APPFTP LOG PATH DBFTP LOG PATH UPLOAD MODEL MODEL TYPE DATAMODEL JDBC Connection String of the Database Schema for new Infodom Not Applicable Description for the Database Schema for new Infodom Not Applicable Infodom Maintenance log path to be created for the new Infodom for app layer Not Applicable Infodom Maintenance log path to be created for the new Infodom for DBLayer Not Applicable whether you want to perform Model Upload 0 released 1 customized Heleased datamodel or Customized datamodel the path for the customi
32. er role Fact Relationship Manager Contribution Fact Relationship Manager Profitability Fact Opportunity Fact Opportunity Activity Sales Representative role Fact Opportunity Fact Opportunity Activity Fact Sales Representative Compensation Administrative role WebLogic M ORACLE Configure Roles and Groups A detailed procedure on how to enable different roles and give permissions to different user roles in Enterprise manager and console are explained in this section For controlling data visibility in reports it is necessary to use the User Groups and Roles The following procedure helps in configuring groups users and roles in Console and Enterprise Manager 1 Open the Admin Console of OBIEE 2 Click Security Realms under Domain Structure 3 Click myrealm under Realms ORACLE WebLogic Server Administration Cosscle c Change Crnizr H Loy Diut i Wekoms weblog Coreei to bieden do Wire chareers amj rrybaris es a ary Re ma u 1 2 vraie a m a z y Besma ra are csi uy Eades Oki fu loi k i bati b modiy addo maii y pH eet Beir dierke se e e d Loci A Ext A dexurity Heil ij dc Doria ge that emptis s bati 8 pues ey rer ey Dicens ind ee ird H ip ure Ne ee heb ger ce oin Ti Dir oe tmu Fitas Conlg abo uwecurity reina ra Pees Server domain bot only cow can ber wt am Bar Dalai vache ream Thin Sepcurity na pace bots each ecurity readies Sat ue bem canguned m his WebLogic Server Bom
33. file v Click No for the Global Consistency Message vi Close the RPD file File Exit h 11 Login into CRMIPA Application using the URL http localhost 9704 analytics Replace the port number based on your setup 2 ORACLE User Roles in Customer Insight All the users who need access to the OFSIPA reports should have an entry in FSI M USER MANAGER_MAP table The table FCT ACCOUNT MGR REL should have the necessary details for the relationship manager to account mapping Prerequisites There are 4 types of user roles in IPA o Relationship Manager Role o Sales Representative Role o Business Analyst Role o Administrative role All the users will be assigned with any of the roles mentioned above Depending upon the roles there are restrictions on the visibilities of Data Report Pages and Metadata Data visibility Data visibility refers to the data control established on the results fetched by reports depending on the user logged in For each user only those accounts which are directly handled or are handled by a subordinate are visible If the logged in user is an RM then only those accounts which are associated to that user s organizational hierarchy will be fetched This is achieved through FSI M USER MANAGER MMP table If a user is Relationship Manager RM then the particular log in ID and the manager code from DIM MANAGEMENT table have to be populated into FSI M USER MANAGER MAP table Also the table FCT A
34. gate to CoreApplication Security Single Sign On Configure and Manage Application Roles B ORACLE ORACLE Enterprise Manager 11g Foren Mistewarm Control ir coreapplication G rra iate domin EBra trnellgenae iie Pepi Hairmsd Migr 1L 281 k PES PEST 3j Applicaton Deir m Wiehe Domki Change Crete Ploi and dt Configurason d i Cheraga Avast Capa Management our sary Donne Se ge See lipi Sample Sape Qm Singe Sn On S90 15r eruableg a caer 15 log iP arnt and gam acci To all sabes eet bere peaneled 1 eg ri span oe mech ef theres T Ree inii ell pn met fue ae Paes eine Desin ishaeniScsed by HEA T 5 a enabled then Crack Busncei Inikoesos will ar chalinge me uer few tori Eraka ET Go so Pe Grace Weblege Serve Adeiniatrphor Console ie congue and erue the Web age security ream Apo thon Policies ai Fools gt j Coige aei haaa Appii Pokie mig axi Manage Sopdet fom Create a new application role with the name BusinessAnalystRole with display name as BusinessAnalystRole and then search for group Business Analysts and allocate this role to the respective group ORACLE Enterprise Manager 11g Foie Miateware Contre iy coreapplication 3 3c Business intelligens editae Pags Reread Mgr 1L 2001 PbS PH TET Change Crater Phot and Edt Confgurabon Capes Rwabit Capacfy Management our terere Tenne Sache Laprs Ha haga Ds Single Sgn On S50 OI pabi a vier s leg roce and sa
35. hese requirements are met before starting the installation 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 OFSIPA v6 0 2 Product requires the Oracle 11g R2 11 2 0 2 0 version of OFSAAI v7 3 3 2 4 to be installed in either a single tier or multi tier environment It is implicit that all base software versions and patch levels required by the RHEL OEL 5 3 5 5 version of OFSAAI 7 3 is available and adhered to NOTE o If you are doing an up gradation make sure that OFSAAI has been upgraded from v7 2 Release no 7 2 10 to v7 3 3 2 4 o The Oracle Financial Services Institutional Performance Analytics v6 0 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 v6 0 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 needs to be downloaded separately This ERwin file should be used for any customization of the data model The reference bug patch where ERwin file can be downloaded is 18425388 Prerequisites The Oracle 11g R2 11 2 0 2 0 version of OFSAAI v7 3 and OBIEE 11 1 1 7 1 on any supported operating system once installed must be configured For upgrading OFSAAI 7 3 3 2 0 to 7 3 3 2 4 pleas
36. hing on the Previous button Figure 33 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 Please choose the log mode for this installer If Debug is selected the passwords will be printed in the Log File Click Next to proceed i ORACLE ioraa Phkpe piini the Log Hade required for this Inpraliarion Pre insta Cosfiguranon 7 ii j Hiti Tike will be written in the path specified in the kgj omil file of the installer Figure34 Log Mode Option Screen Step 4 Please provide the 9 digit Customer Identification number provided during the OFSAAI installation Figure35 Customer Id Input Screen Click Next to continue Step 5 The Pre Setup Information screen requests for setup information details Select the appropriate OFSAAI layer that has been installed on the machine Example Web Layer P ORACLE B introduction Piriti chodis the OSAAN Lasers an which Salulien it be installed Pres tect Core gaa at en Figure 36 Pre Setup Information Screen Choose Layer to Install Choose the appropriate OFSAAI layer Note o Forasingle tier OFSAAI v7 3 2 2 4 installation select App Layer DB Layer and Web layer o Fora multi tier OFSAAI v7 3 2 2 4 installation select the corresponding layer installed on the machine Step 6 If the option Existing Infodom i
37. ing 9 Install Complete Do you want to perform Model upload Yes O No have already done it ORACLE FINANCIAL SERVICES Figure 11 Pre Setup Information Clicking No implies that OFSIPA v6 0 model has been uploaded into information domain prior to this installation Clicking Yes will proceed with the OFSIPA v6 0 2 0 0 model upload process as part of the installation If the user selects Yes Step 9 and 10 will be performed 1o ORACLE Upon selecting No Step 9 to 10 will be skipped Click Next to proceed Step 9 The following panel prompts the user to choose whether the released version of Datamodel or the customized datamodel to be uploaded On selecting Released Data Model option installer uploads the OFSIPA v6 0 data model that is packaged as part of the OFSIPA v6 0 2 0 0 product On selecting Customized Data Model option installer allows the user to select the data model Choose the required option Click Next to proceed Introduction Do you want to upload Released Data Model or Customized Data Model Pre Install Configuration S Pre Install Summary amp Released Data Model 9 Installing O Customized Data Model 9 Install Complete ORACLE FINANCIAL SERVICES Figure 12 Pre Setup information Step 10 If the option Customized Data Model is chosen then the following panel will be displayed prompting user to select the customized data model located in the machine Choose the custom
38. ized datamodel file from the server Introduction Select the customized data model xml file from the server location to perform Pre Install Configuration model upload 9 Pre Install Summary 9 Installing Install Complete Select Data Model Restore Default File ORACLE FINANCIAL SERVICES M ORACLE Introduction Select the customized data model xml file from the server location to perform Pre Install C 7 DERE O Pre installS Lookin DataMode M 88 8 Installing install Comy L CRMIPA Datamodel xml 5 oIdCRMIPA Datamodel xml Choose File name CRMIPA_Datamodel xml ORA Files of type FINANCIAL Figure 13 Pre Setup Information Note The data model xml file should be available in the server If the installation is being performed on an existing information domain then the data model that is planned to be selected in this panel should be merged with the data model that was previously uploaded in the information domain If the installation is being performed on a new information domain then the data model that is either customized or merged with other data models can be selected in this panel Step 11 The following panel displays pre model upload details Verify the details before proceeding to the next step Click Next to proceed for model upload Introduction Please review the following before continuing Pre Install Configuration Information domain Name IPADIR
39. le Financial Services Institutional Performance Analytics Configuration from v6 0 1 0 0 to V6 0 2 0 0 can be loaded directly from the source or and can be restored back from backed up staging tables if required OFSIPA Configuration Make sure Oracle Business Intelligence Version 11 1 1 7 1 installation is completed and available Set the Oracle BI Instance Home directory gt e g u01 OBIEE1 1G instances instance1 Start Weblogic AdminServer a Set the lt BI Domain Home gt directory gt e g u01 OBIEE11G user_projects domains bifoundation_domain b Navigate to lt Bl Domain Home gt bin and run nohup startWebLogic sh amp c Bringing up this service may take a few minutes depending on your environment Check the logs using the command tail f nohup out Start Node Manager a Set the lt WebLogic Server Home gt directory gt e g i ORACLE u01 OBIEE 11G wlserver 10 3 b Navigate to lt WebLogic Server Home gt server bin and run nohup startNodeManager sh amp 5 Start Weblogic Managed Server bi server1 a Login onto http localhost 7001 console using your Administrator credentials created during platform install Replace the hostname based on your setup b Under Environment block mid of page towards left side click the Servers link c The bi_server1 line should show as shutdown state at this point Server A Machine State Status of Last Action bi_server1 lave
40. lication requirements might warrant changing these values Configuration General Properties 00 Additional Properties Advanced connection pool Connection timeout properties seconds Connection pool custom properties Scope cells iipa26dorNodeOicCell nodes ipaZ dorNodeO1 servers serveri Maximum connections 100 connections Minimum connections 10 connections Reap time iso seconds Unused timeout isoo seconds Aged timeout 0 seconds Purge policy o EntirePool lime ok Reset Cancel Figure 42 Data Sources Expand the Server Types under Servers option in the LHS menu Click the WebSphere application servers option This will display the Application Servers page Navigate to the Web Container option of the application server Under Custom properties add a new property com ibm ws webcontainer invokefilterscompatibility and Use this page to specify an arbitrary name and value pair The value that is specified for the name uw E a Figure 43 Application servers O O set the value to true o Save the new property Use the below figure for reference Application servers Application servers gt serverl gt Web container gt Custom properties and value pair is a string that can set internal system configuration properties Preferences You can administer the following resources Total 1 Configuration in Tomcat Application Server o Copy ORACLE_HOME jdbc li
41. lve Differences by applying all the changes mentioned in INSTALLER EXTRACTED DIRECTORY OFSIPA DataModel Differences 60100 to 60200 xls OFSIPA DataModel Differences 60100 to 60200 xls file contains the following sheets o New Table ORACLE o Dropped Tables o New Columns o Dropped Columns o Data Type Changes o Null Changes o PK Changes o FK Changes o Domain Changes 9 Click Finish and Close 10 Save the file as XML in All Fusion Repository Format For example CRMIPA_Datamodel xml 11 Copy the modified existing into the location ftoshare INFODOM erwin erwinXML 12 Perform Incremental Sliced Model Upload in the Information domain where OFSIPA application is installed 10 If Datamodel is not customized 1 Execute CIIPA pre scripts 601 602 sql in the atomic schema before doing model upload and execute CRMIPA 602 Preinstall scripts sgl in Config schema only if the Institutional Performance Analytics is installed on the Infodom and no other Cl applications are installed Note In the file CRMIPA 602 Preinstall scripts sql replace the placeholder INFODOM with the name of the infodom before execution Perform the following in the atomic schema O Stg_Loan_Contracts Update the columns with null values v joining score otg Annuity Contracts Take a backup of the columns v cust ref code otg Futures Take a backup of the columns v cust ref code v instr issuer code v issuer code
42. moved before starting the redeployment Start all the OFSAAI servers All the servers should be directly started in the server o Ifthe Web Server is Websphere then recreate and redeploy the WAR file OFSAAI war file Refer to Websphere WAR Files Creation and Websphere WAR Files Deployment of the Oracle Financial Services Analytical Applications Infrastructure 7 3 Installation Manual Ensure that the previously deployed applications in Websphere are removed before starting the redeployment Start all the OFSAAI servers All the servers should be directly started in the server o Start all the OFSAAI v7 3 Servers Note If you need assistance in starting the servers then refer to Starting Oracle Reveleus Servers in the Installation Guide of Oracle Financial Services Analytical Applications Infrastructure 7 3 Profile should be executed before starting any activity from the console View Metadata Objects in Metadata Browser To view metadata objects related to OFSIPA in Metadata Browser follow the below mentioned steps 1 Navigate to FIC DB HOME bin of OFSAAI FIC DB tier 2 Execute MDBPublishExecution sh UNIX While executing provide any of the following parameters as required o ALL To do object application mapping in all the available information domains o INFODM To do object application mapping in only one specified information domain S ORACLE o INFODOM1 INFODOM2 INFODOMS To do object application mapping in
43. nstallation 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 screen displays the completion of installation of the OFSIPA Product Setup Click Done to exit 2x ORACLE Introduction Installation is complete Your installation log has been written to pr install Configuration jscratch bpmurthy Installers 602 62 CRMIPA CIIPADIR6O2 log Pre Install Summary Installing Install Complete ORACL FINANCIAL SERVICES Done Figure 31 Installation Complete ORACLE Machine C Product Web Layer Step 1 To begin Oracle Financial Services Asset Liability Management product installation execute Setup sh ORACLE FINANCIAL SERVICES Copyright 1993 2012 Oracle and or its affiliates All rights reserved Figure 32 Installation Splash Screen Step 2 This user terface will guide you through he tofution setup Before proceeding with the installation you must ensure the following The Oracle Financial Services AnaMical Appecamons infrastructure 085440 must be installed and configured on the machine Tha FiCterver is running ana al other OFSAA servers are shut down pnor to sia of rhe solumon ieiralamon Pease ensure the OFS AA wer10h572220 Note A yvy pom If you with fo edi prevoutty entered information you may access the previous streens Dy Cac
44. o confirm the move Wait for message that confirms successful restart b If starting using EM is not successful and complaining about OPMNCTL not up Pip starting process with OPMNCTL Open a command prompt navigate to Oracle Bl Instance Home bin li run opmnctl status this will show you status of all the OBIEE core services iii run opmnctl startall or opmnctl stopall depending on your need 7 Deploy RPD and webcat file s a Navigate to folder FIC HOME CRMIPA RPD WEBCATALOG which contains both CRMIPA rpd and archived CRMIPA catalog contains the shared folder of CRMIPA application Copy both the files to a local folder b Login to l OBIEE Enterprise Manager URL hittp lt ip address gt lt port gt em l Click the hyperlink coreapplication from Business Intelligence tab on the left hand side Il Under coreapplication select the tab Deployment and click Lock and Edit Configuration button located below the title coreapplication Following screen will show up t coreapplication Logged ines webieg TE Business Deiteiigence Instance Paga Refreshed Mary 14 2012 82 34 52 AH 157 ange tenber W A Actvate Changes jp Release Configuration jh Restart to apply recent changes ie Cwer ew apsity Homem Dapoi Sequity Deployment Prezenbation Repository Schuler Mario org Vul BI Server Repository tony 4 Apply Button Thes section sheers Ghe current installed RED You can use fis secbon
45. ollowing screen displays the completion of installation of the Oracle Financial Services Asset Liability Management Product Setup Click Done to exit introduction M nszanacion is complere Your instalation log has been wrien 10 B Fre inital Configuration ME cratchfbpmurthysinstaliers 602 62 JCEMIPAJCIPADIREO2 Ing Fra inazall Summary mpar B install Complete Figure 41 Installation Complete i 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 How to install in Silent Mode The installer folder contains a template file Silent template Create a copy of this file and rename the copy as Silent props Edit the file Silent props and specify the parameters as per the requirements On the UNIX Command prompt execute the following command Setup sh SILENT Refer to the console log or the file preinstall log for any error messages O O O l ORACLE 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 Not Applicable MANDATORY while installing OFSAAI INSTALL APP Install Application tier components be installed INSTALL DB Install database tier components INSTALL WEB Install Web Lay
46. quarters 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 financial services Copyright 2014 Oracle Financial Services Software Limited All rights reserved No part of this 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
47. re Install Configuration with the installation you must ensure the following 9 Pre Install Summary The Oracle Financial Services Analytical Applications Infrastructure OFSAAJ G installing must be installed and configured on the machine Install Complete The FiCserver is running and all other OFSAA servers are shut down prior to start of the solution installation Please ensure the OFSAAJ version is 7 3 3 2 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 Click Next to proceed ORACLE Introduction Pre Install Configuration 9 Pre Install Summary 9 Installing Q Install Complete ORACL FINANCIAL SERVICES Please select the Log Mode required for this Installation Note If you select Debug mode the passwords will be printed in the log file The log file will be written in the path specified in the log4j xml file of the installer Debug General Step 4 Figure 24 Log Mode Option Screen Provide the 9 digit Customer Identification number provided during the OFSAAI installation Introduction Pre Install Config
48. ription gt DB ConnectionNORDEMO lt description gt lt res ref name gt jdoc ORDEMO lt res ref name gt lt res type gt javax sql DataSource lt res type gt lt res auth gt Container lt res auth gt lt resource ref gt Note Copy the above information into notepad and then copy it from notepad into xml file Take extra care to avoid formatting issue Configuration in Websphere Application Server o Create JDBC Provider for the configuration of connection pool for the above created Infodom Refer to the chapter Creating the JDBC Provider of the Oracle Financial Services Analytical Applications Infrastructure 7 3 Installation Manual o Create a data source to access the data from the database Refer to the chapter Creating the Data Source of the Oracle Financial Services Analytical Applications Infrastructure 7 3 Installation Manual o After creating a Data Source click the newly created Data Source SDATA SOURCES and navigate to the path Data sources gt DATA_SOURCE gt Connection pools o Setthe values for Connection timeout to 0 seconds Maximum connections to 100 connections and Minimum connections to 10 connections as shown in the below figure 2 ORACLE Data sources Data sources gt GAFUSION DATA SOURCE gt Connection pools Use this page to set properties that impact the timing of connection management tasks which can affect the performance of your application Consider the default values carefully your app
49. s chosen in Step 6 then the following panel will be displayed which will prompt to select the infodom from the list of infodoms present in the setup enter segment code and the application schema s TNS name b inmreductian Inf dom Name Pre install Configuration TIPAS Specihy Uhe segrsent cade mapped to lhe above infodem TIPAS THS Name foe Application Schema dnladom Database CH AS ORACLE FINANCIAL SERVICES Figure 37 Pre Setup Information Screen Step 7 Specify the OFSAAI user id BE ORACLE Step 8 Please specify the CHPSAAI user BD Figure 38 Pre Setup Information Screen This panel displays the entire pre installation summary Please verify all the details and proceed Click Install to proceed Step 9 This panel displays the installation process Please wait until it completes Please review the following before continuing Oracle Financial Services institutional Performance Anatyice PRODUCT VERSION 6 0 2 0 0 ANFODOM NAME ENTERED CIIPAS OFSAAI USER ID ENTERED CILPUSER _ CONFIG SCHEMA USER CICONFIC 1 JAVA BIN Iserateh bpmurthy pd 1 6 0 29 bin Disk Space Information for Installation Target Required 199 643 329 bytes Available 23 385 272 320 bytes Figure 39 Pre Install Summary 33 TS ORACLE C Installation it in progress This process may Lake several minutes Please Wail Figure 40 Installation is in progress Step 10 The f
50. the ETL Definitions will be Installing 9 Install Complete ETL application source pair ORACLE FINANCIAL SERVICES Figure 17 Pre Setup Information Step 14 Specify the OFSAAI user ID Introduction Please specify OFSAAI user group name Pre Install Configuration CIAPPGRP P Pre Install Summary Please specify the OFSAAI user ID 9 Installing CILPUSER Install Complete ORACLE FINANCIAL SERVICES Figure 18 Pre Setup Information Screen Click Next to continue Step 15 This panel displays all the pre installation summary Verify all the details and proceed a ORACLE Click Install to proceed Introduction Please review the following before continuing Pre Install Configuration Q Pre Install Summary Information Domain Name IPADIRCT Installing 9 Install Complete Infodom Description IPADIR DESC Application Schema User IPADIRCT Application Schema JDBC Url jdbce oracle thin 9 10 242 87 7 1 1526 ORCLCI Infodom Schema Database Name IPADIRCT ORACLC Infodom Maintenance Application Server Log n Path FINANCIAL SERVICES scratch bpmurthy OFSAAI73 ftpshare IPADIRCT logs Introduction Please review the following before continuing 8 NASLE u d INOUE Pre Install Configuration Oracle Financial Services Institutional Performance Analytics Pre Install Summary installir PRODUCT VERSION nstalling Install Complete i Are you sure you wish to proceed with Installa
51. thin 10 80 50 53 1521 soluint o Configuration in Weblogic Application Server O Create JDBC Provider for the configuration of connection pool and a data source to access the data from the database for the above created Infodom Refer to the chapter Creating data Source WebLogic of the Oracle Financial Services Analytical Applications Infrastructure 7 3 Installation Manual After creating a Data Source click the newly created Data Source SDATA_SOURCES and navigate to the path Home Summary of Services JDBC Summary of JDBC Data Sources JDBC Data Source xINFODDOM NAME Set the values for Initial Capacity to 10 Maximum capacity to 100 Capacity Increment by 1 Statement Cache Type to LRU and Statement Cache size to 10 as shown in the below figure f ORACLE irihia C apeacit y miskina Caged E Legen nw Erecrrerieermz do SRabeswen Cache Iver Sihen auc Pues Signe Ese nfu ie dfe orn ed tirer Figure 44 Data Sources All Oracle Financial Services Analytical Applications Infrastructure v7 3 Servers must be shut down Oracle 11g service must be running Deploy the EAR or WAR file o If the Web Server is Tomcat then recreate and redeploy the WAR file OFSAAI war file Refer to Tomcat WAR Files Creation and Tomcat WAR Files Deployment of the Oracle Financial Services Analytical Applications Infrastructure 7 3 Installation Manual Ensure that the previously deployed applications in Tomcat are re
52. tion CONFIG SCHEMA USER CICONFIG 1 JAVA BIN scratch bpmurthy jdk1 6 0 29 bin ORACLE l Disk Space Information for Installation Target FINANCIAL SERVICES Required 199 643 329 bytes Available 21 475 721 216 bytes Figure 19 Pre Install Summary Step 16 This panel displays the installation process Wait until it completes Introduction Pre Install Configuration Pre Install Summary Installing Install Complete Installation is in progress ORACLE This process may take several minutes Please Wait FINANCIAL SERVICES Extracting duplicates Figure 20 Installation is in progress Step 17 ORACLE The following screen displays the completion of installation of the OFSIPA Product Setup Click Done to exit Introduction Installation is complete Your installation log has been written to Pre Install Configuration scratch bpmurthy Installers 602 62 CRMIPA CIIPADIR602 log Pre Install Summary Installing Install Complete ORACLE FINANCIAL SERVICES ECTTE UN Figure 21 Installation Complete e ORACLE Machine B Product Database Layer Step 1 To begin OFSIPA product installation execute Setup sh ORACLE FINANCIAL SERVICES Copyright 1993 2012 Oracle and or its affiliates All rights reserved Figure 22 Installation Splash Screen Step 2 Introduction This user interface will guide you through the solution setup Before proceeding P
53. tion Schema User IPADIRCT Application Schema JDBC Url jdbc oracle thin 810 242 87 71 1526 ORCLCI Infodom Schema Database Name IPADIRCT Infodom Maintenance Application Server Log Path scratch bpmurthy OFSAAI73 ftpshare IPADIRCT logs d Afdaimtoanamen Matahara Cneas l nra B ORACLE 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 is chosen in Step 6 then the following panel will be displayed which will prompt to select the infodom from list of infodoms present in the setup enter segment code and the application schema s TNS name Segment code should not exceed 10 characters Introduction Infodom Name Pre Install Configuration CIIPAS M S Pre Install Summary Specify the segment code mapped to the above infodom CIIPAS Installing Install Complete TNS Name for Application Schema dnfodom Database CIIPAS ORACLE FINANCIAL SERVICES Figure 10 Installation in Progress Step 8 CRMIPA v7 4 2 data model is packaged as part of OFSIPA v6 0 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 FlCserver before Pre Install Configuration proceeding to next step 9 Pre Install Summary Install
54. to configure a shared RPO locaton nen DevALMBI backupbeorei F4Achanges RIOL120 She Repeal y Upload BI Server Repositong Lise this sechon fo upioad a new RPO and its password fn your BI Server domain You may also use this secton to re enter the password if a mistake was made on a previous upload BI Presentation Catalog This section shoes the current locaton of the catalog uiad By Presentation Seniors Line this machen to change the locaton of the catalog or to share hoe catalog By pontng bo a shared caSon eo LOCAL ORACLE INSTANCE fdfeondabenOradesIPresentabonSenaesi omponenit COMPONENT _MAME cataless f IV RPD Deployment 1 Select Browse button available under Upload BI Server Repository section and select CRMIPA rpd file from the local folder Enter the Repository password Admin123 V Web catalog Deployment 1 Set the Catalog Location available under BI Presentation Catalog like SBORACLE INSTANCE bifoundation OracleBlPresentationServic esComponent COMPONENT NAME catalog CRMIPA 2 Click Apply and then click Activate changes A pop up will be shown after successful activation Ed Confirmation i Activate Changes Completed Successfully Done 3 Click Close and switch to Capacity management tab 4 Restart the presentation services Under the System Components Availability section select Presentation Services and click the Restart Selected option ds ORACLE 10 wv m m d z Z fo
55. uration 9 Pre Install Summary Q Installing Install Complete ORACLE FINANCIAL SERVICES Click Next to continue Enter the 9 Digit Customer Identification Number Note Customer Identification Number provided during the OFSAA Installation EDELIVERY Figure 25 Customer ID Input Screen ORACLE Step 5 The Pre Setup Information screen requests for setup information details Select the appropriate OFSAAI layer that has been installed on the machine Example Database Layer Introduction Please choose the OFSAAI Layers on which Solution is to be installed Pre Install Configuration Application Layer 9 Pre Install Summary Database Layer Installing Web Layer nstall Complete ORACL FINANCIAL SERVICES Figure 26 Pre Setup Information Screen Choose Layer to Install Along with appropriate OFSAAI layer NOTE o Forasingle tier OFSAAI v7 3 3 2 4 installation select App Layer DB Layer o For a multi tier OFSAAI v7 3 3 2 4 installation select the corresponding layer installed on the machine Step 6 The following panel will be displayed which will prompt to select the infodom from list of infodoms present in the setup enter segment code and the application schema s TNS name Segment code should not exceed 10 characters m ORACLE Introduction Pre Install Configuration 9 Pre Install Summary 9 Installing 9 Install Complete ORACLE FINANCIAL SERVICES Infodom Name
56. use an isti Pre Install Configuration cle uiti st Pre Install Summary New Infodom 9 Installing Existing Infodom 9 Install Complete ORACLE FINANCIAL SERVICES Figure 6 Pre Setup Information Screen Infodom type Click Next to continue Step 7 i If the option New Infodom was chosen in the previous panel then the following panel will be next displayed which will seek information of the following details to create infodom 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 application schema user name password jdbc url in relevant fields Click Next to continue Introduction Please enter the following to create a new information domain Pre Install Configuration 9 Pre Install Summary Installing 9 Install Complete DB Name for Infodom Database IPADIRCT Application Schema user name IPADIRCT Application Schema password 9999999 AC Application Schema JDBC URL OR E jdbc oracle thin 9 10 242 87 71 1526 ORCLCI FINANCIAL SERVICES Figure 7 Database details for the new Infodom Step 7 ii If the option New Infodom was chosen in the previous panel then the following panel will be displayed following the panel 7 i which will seek further information of the following details to create infodom E ORACLE Specify the name and description for the new infodom to be
57. ute 24 Machine C Product Web Layelr ccccccccssssseseceeeeeceeeeseeeceeeeeseeeeseeeeeeeeseseeaseeeeeseessaaaeeeeeeees 30 Silent Ra az l QU OMA NP 38 Post Installation Activities eeeleseeeeeeeeeee eese 42 OFSIPA GO UN IO NTC m 47 User Roles in Customer INSIQNt cccccsseeeccecceeeeeeeeseeeeeeeeseeeseeeesseeeseeeessaeaeceeessaaeeeesessagseees 52 conigure Roles and e iet occu m oS TOTUM 55 Poupe S NOOU M TRE TRENT 60 B oreBinuziniziilog meter EH E 61 ORACLE About this Manual The Oracle Financial Services Institutional Performance Analytics OFSIPA provides strategic insights on Profitability of the business and the underlying customers Product holdings and Relationship depth across the organization Corporate client and any of its sub divisions or subsidiaries Behavioral and Engagement trends of its target segments exposures commitments line utilization assets liabilities deposits withdrawals Fees Income recent transactions and so on Efficiency of investments like marketing partner development Efficiency of the sales force in terms of ongoing customer revenue generation cross sell and up sell product usage and pipeline Audience This Manual is meant for use by the Oracle Financial Services Analytical Applications Infrastructure OFSAAI System Administrator It provides step by step instructions necessary for installing the OFSIPA v6 0 2 0 0 S
58. zed datamodel Not Applicable Option selected for INSTALL APPz1 and INFODOM_TYPE 0 Mandatory if this an App Layer Installation and want to create a new infodom Option selected for INSTALL_APP 1 and INFODOM_TYPE 0 Mandatory if this an App Layer Installation and want to create a new infodom Option selected for INSTALL_APP 1 and INFODOM_TYPE 0 Mandatory if this an App Layer Installation and want to create a new infodom Option selected for INSTALL_APP 1 and INFODOM_TYPE 0 Mandatory if this an App Layer Installation and want to create a new infodom Option selected for INSTALL_APP 1 and INFODOM_TYPE 0 Mandatory if INSTALL_APP 1 Mandatory if INSTALL_APP 1 Mandatory only in the case of uploading the customized datamodel Option selected for MODEL_TYPE 1 ORACLE 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 21 ETL APPSRC TYPE Create new ETL App Src 0 New Mandatory if this an pair or use an existing App Layer installation one 1 Existing 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 1 DESC Provide description for Not Applicable Mandatory if you the ETL App want to create new ETL app src pair Option selected for ETL APPSRC T
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