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1. JAGUAR htmI classes com sybase ilab pi security e JAGUAR html classes com sybase ilab pi security beans JAGUAR html classes com sybase ilab pi security services PATRIOTcompliance Starter Kit CHAPTER 2 Upgrading to version 2 2 Installing the Account Management portlet This section tells you how to install the Account Management portlet There are separate instructions for Windows and Solaris based installations Windows Solaris Upgrade Guide Use these instructions to install the Account Management portlet on Windows 1 9 With ASE and Jaguar Server running open acommand window and copy PATRIOT Portlets PatAcctManagementPortlet pz to SY BASE PortalInterface 2_5 bin Change to the SYBASE Portallnterface 2_5 bin directory Run pz bat with the following syntax pz bat H lt ASE_hostname gt N lt ASE_port_number gt F PatAcctManagementPortlet pz Select Import Portlet from Archive and press ENTER Select Import Archived Portlets and then press ENTER This step imports the portlets Choose ALL to any overwrite question choose No to any create duplicate question An Import Done message notifies you when this process is complete Select X and X to exit the PortalZipper tool Change to JAGUAR htmportaNhtm v4 directory and use an editor to change the properties of the ilab_changelnfo html and ilab_changePWD htm files In both files change the line that reads lt jtfi setProperty name2. Select X and X to exit the PortalZipper tool Shut down and restart Jaguar Server Use these instructions in install the 2 2 portlets on Solaris 1 Copy the pz files from PATRIOT portlets to SYBASE PortalInterface 2_S bin 21 Configuring Portlets 2 With ASE and Jaguar Server running open a command window and change to the SYBASE Portallnterface 2_5 bin directory 3 Run pz sh with the following syntax pz sh H lt ASE hostname gt N lt ASE Port gt U lt ASE_username gt P lt ASE password gt F PatriotPortlets22 pz 4 Select Import Portlet from Archive and press ENTER 5 Select Import Archived Portlets and then press ENTER This step imports the portlets Choose ALL to any overwrite question choose No to any create duplicate question An Import Done message notifies you when this process is complete 6 Select X and X to exit the PortalZipper tool 7 Shut down and restart Jaguar Server Creating directories for the class files 22 If the following directories do not exist create these directories for the new class files Note Directory paths below are in UNIX notation For Windows change forward slashes to back slashes change J AGUAR to JAGUAR JAGUAR html classes com sybase ilab JAGUAR htmI classes com sybase ilab utils JAGUAR html classes com sybase ilab pi e JAGUAR html classes com sybase ilab pi pim JAGUAR html classes com sybase ilab pi pim tasks
3. Filename patnfg22 pdf pat_upgrade pdf pat_cop pdf patsag pdf EBF1208x_README HTML EBF1208x_Buglist txt EBF1208x_Filelist txt database ep_login sql PatriotDB2 2_Upgrade sql edl pPostFilter edl IPatriot edl formats custcomp exp stdcustrecformats exp stdcustrecformatscomp exp stdmoneytransformats exp stdmoneytransformatscomp exp jaguar Filter properties dispatcher jar portlets onelogin zip PatAcctManagementPortlet pz PatriotPortlets22 pz tightlink Loading Release 2 2 clientNew xml clientupdate212 xml Tightlink2 12 Upgrade doc You must have 2 1 2 installed or upgrade from 2 1 1 prior to adding the EBF 1 Backup the current PATRIOT related directories to a safe place e PATRIOT e JAGUARM ava classes com sybase patriotactyilter PATRIOTcompliance Starter Kit CHAPTER 2 Upgrading to version 2 2 e JAGUAR htmNclasses com sybase ep portalinterface tasks e JAGUAR Repository IDL com sybase patriotac filter Extract the PATRIOT EBF files into a temporary location The target directory of unzipping the EBF archive will be the installation directory of PATRIOT PATRIOT for Windows PATRIOT for Solaris Make sure you have ASE and EAServer up and running Verifying system environment variables Follow these steps to verify or set the environment variables required for configuration Upgrade Guide 1 Verify that the SYBASE environment variable
4. IIOP URL value iiop yongming pc 9000 gt lt jt f setProperty name IIOP URL value iiop lt yourhost gt lt yourport gt gt Change to the JAGUAR himl classes com sybase ilab pi pim tasks directory and rename PIMControl class to PIMControl class old Shut down and restart Jaguar Server Use these instructions to install the Account Management portlet on Solaris 1 With ASE and Jaguar Server running open a command window and copy PATRIOT Portlets PatAcctManagementPortlet pz to SYBASE Portallnterface 2_5 bin Change to the SYBASE Portallnterface 2_5 bin directory 23 Configuring Portlets Run pz sh with the following syntax pz sh H lt ASE hostname gt N lt ASE port _number gt F PatAcctManagementPortlet pz Select Import Portlet from Archive and press ENTER Select Import Archived Portlets and then press ENTER This step imports the portlets Choose ALL to any overwrite question An Import Done message notifies you when this process is complete Select X and X to exit the PortalZipper tool Change to the AGUAR html portal html v4 directory and use an editor to change the properties of the ilab_changeInfo html and ilab_changePWD htm files In both files change the line that reads lt jtf setProperty name IIOP URL value iiop yongming pc 9000 gt to lt jtf setProperty name IIOP URL value iiop lt yourhost gt lt yourport gt gt Change to the JAGUAR html classe
5. 1 issues addressed in this release 4 29 Index L loader component properties 19 creating 15 stubs and skeletons 16 loading 6 login properties 20 N NightlyFilter component properties 19 O overview compliance solution 2 upgrading 4 P pacuser account management portlet setup 25 creating account management portlet 26 creating portlet pages for 28 new portlet setup 27 PATRIOT database modifying connection caches 9 upgrading 8 PATRIOTAct stubs and skeletons 17 PATRIOTAct package deleting 13 Portlets account management 23 24 25 26 class file directories 22 configuring 20 installing new portlets 21 login properties 20 new portlets and pacuser 27 pacuser pages 26 pacuser portlet pages 28 setting up pacuser 25 30 verifying deployment 24 verifying new portlets 26 preface v Process Server upgrade definitions 11 process server definitions importing 12 upgrading 11 R release contents 6 S scheduler component properties 14 19 creating 14 stubs and skeletons 16 scripts execute upgrade 9 stubs and skeletons loader 16 PATRIOTAct 17 scheduler 16 system environment verify variables 7 T TableClean component properties 20 U upgrade execute scripts 9 Process Server definitions 11 version 2 1 3 upgrading contents 6 database upgrade 8 PATRIOTcompliance Starter Kit Index EAServer components 13 environmenatal variables 7 formats 12 issues addressed in this release 4 loa
6. 25 Creating the Account Management portlet for pacuser 26 Verifying deployment of the new and updated portlets 26 Setting up the new portlets for pacuser u n 27 Creating portlet pages for pacuser ccccceeeeteeeeeeeteeeeteee 28 e E E T 29 iii Contents PATRIOTcompliance Starter Kit About This Book Audience How to use this book Related documents This book describes how to upgrade and configure products in the PATRIOTcompliance Solution Sybase Professional Services is the principal audience for this book This book contains the following chapters e Chapter 1 Introduction briefly describes the PATRIOTcompliance Starter Kit and its components e Chapter 2 Upgrading to version 2 2 provides detailed upgrade instructions New Era of Networks Process Server 3 9 1 Installation Guide New Era of Networks Process Server 3 9 1 Release Bulletin TightLink Solution Server UpgradeNotes htm Sybase certifications on Technical documentation at the Sybase Web site is updated frequently the Web Upgrade Guide Finding the latest information on product certifications 1 Point your Web browser to Technical Documents at http www sybase com support techdocs 2 Select Products from the navigation bar on the left 3 Select a product name from the product list and click Go 4 Select the Certification Report filter specify a time frame and click Go 5 Cl
7. If you cannot resolve a problem using the manuals or online help please have the designated person contact Sybase Technical Support or the Sybase subsidiary in your area PATRIOTcompliance Starter Kit CHAPTER 1 Introduction This chapter introduces Sybase PATRIOTcompliance Solution to financial institutions Upgrade Guide 1 PATRIOTcompliance Solution overview PATRIOTcompliance Solution overview The Sybase PATRIOTcompliance Solution allows financial institutions to automate name filtering intra day and historical transaction filtering and enterprise wide customer activity monitoring to meet the requirements of the USA PATRIOT Uniting and Strengthening America by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism legislation The PATRIOTcompliance Starter Kit provides the infrastructure components needed for the Sybase PATRIOTcompliance Solution including e New Era of Networks Business Process Integration BPI Suite e New Era of Networks Adapter for Flat Files e Sybase Enterprise Portal e TightLink CIS The PATRIOTcompliance Solution templates allow the installation and configuration of the separate products into a single solution These templates include metadata to assemble the products application server components and database stored procedures to perform complex highly specialized functions 2 PATRIOTcompliance Starter Kit CHAPTER 2 Upgrading to version 2 2 This chapter tells you h
8. Portal Interface using the user ID pacuser with the password pacuser Click Add Page in the Portal Control Name this page Account Managment and click Done When the Choose Portlets panel appears select Account Management from the Available Portlets box on the left and click the right arrow to move each portlet to the Selected Portlets box on the right Click Done to save the portlet page with the selected portlets Log out of Portal Interface and close the browser Verifying deployment of the new and updated portlets Test the newly deployed portlets 1 26 If you are not logged in as pso start Internet Explorer and enter the URL http lt jaguar_hostname gt 8080 and log into Portal Interface with the user ID pso and password 123qwe Select the Admin link on the Hello New Portal User bar at the top of the page to enter the Admin Entry Page From the Customize drop down box choose the page you want to use to test the portlets PATRIOT Test for example Or you can create a new page to test the portlets Click Done PATRIOTcompliance Starter Kit CHAPTER 2 Upgrading to version 2 2 4 Onthe Choose Portlets panel choose the new and updated portlets from the Available Portlets box and move them into the Selected Portlets box These include e Pat Logged In Users e Pd Exp Notification e Stop Words Candidate 5 Click Done 6 From the Customize drop down box choose the page where you added the portlets PATRIO
9. drop down box 16 PATRIOTcompliance Starter Kit CHAPTER 2 Upgrading to version 2 2 Generate Java Files and use the default directory Compile Java Stubs Generate Skeletons and use the default directory Compile Java Skeletons and use the default directory Leave everything else as default 3 Click Generate 4 After the code generates successfully click OK to return to Jaguar Manager Generating PatriotAct stubs and skeletons 1 Right click on the PatriotAct component choose Generate Stub Skeleton 2 When the Generate Stubs and Skeletons dialog appears choose the following options Generate Stubs Generate Java Stubs and choose EJB from the drop down box Generate Java Files and use the default directory Compile Java Stubs Generate Skeletons and use the default directory Compile Java Skeletons and use the default directory Leave everything else as default 3 Click Generate 4 After the code generates successfully click OK to return to Jaguar Manager Updating the filter properties file Add the following settings into the existing Filterproperties file in JAGUAR bin Windows or JAGUAR bin Solaris PatStopWords select _preMatchStopWords select word from PatStopWords where is active 1 Upgrade Guide 17 Upgrading EAServer components select_scoreMatchStopWords select word from PatStopWords where priority 1 and is active 1 QuickWordsThreshhold 30 Setting the PATRIOTAct compone
10. expressed in the lt number gt of days months or years the password remains valid Count begins from the day you create or modify the password Changing the password via the Account Management portlet before the expiration date resets the count EP Security locks users who fail to change their passwords within set duration parameters out of the system CR 327011 Pat LoggedIn Users is a new portlet that identifies all users currently logged into the system 4 PATRIOTcompliance Starter Kit CHAPTER 2 Upgrading to version 2 2 Upgrade Guide CR CR 333653 Description PATRIOTcompliance Starter Kit 2 2 includes a script which creates a mechanism for customers who want to make their EP instance use non sa database logins These logins include sufficient permissions to let EP applications s connect to the patriot database portal interface and search cache Adding a non sa user connection involves running a script ep_login sql that creates three new login names PATRIOTdbConnection PortalInterfaceCache and epSearchCache You then open Jaguar Manage in EAserver to add the actual connections This step is optional and not required for successful deployment CR 334386 CR 336723 Customers employees or external accounts may be placed on a cleared list to allow their transactions to pass through the PATRIOT Solution without being flagged as a hit Use the Pat Cleared List Adm portlet to administer the cleared lis
11. or JAGUAR Repository Component PatriotAct Solaris directory does not exist If it does start Jaguar again and redo steps 7 Start Jaguar Server Deploying the new dispatcher jar to Jaguar Importing an EJB into the Jaguar Service allows the component to register with the application server 1 3 Expand Jaguar Manager right click Packages point to Deploy choose EJB Jar When the Deploy Wizard appears click Browse navigate to one of the following directories e Y PATRIOT Release2 2 jaguar Windows e PATRIOT Release2 2 jaguar Solaris Choose dispatcher jar click Select Verify the following deployment options Option Group Options Deployment Strategy Full Deployment Deployment Options e Prompt before overwriting objects e Automatically generate EJB stubs and skeletons e Use Interoperable Naming Click Next to deploy the file then click Close to return to Jaguar Manager Expand Jaguar Manager Servers Jaguar Right click Installed Packages choose Install an Existing Package select PatriotAct then click OK Creating the Scheduler component Follow the steps in this section to create a Scheduler component 1 14 Expand Jaguar Manager Servers Jaguar Installed Packages PATRIOTcompliance Starter Kit CHAPTER 2 Upgrading to version 2 2 Upgrade Guide 10 Right click PatriotAct choose New Component When the Component Wizard appears choose Define New Component c
12. ATRIOT Release2 2 formats directory to the SYBASE nnsy formats directory 3 Open a command window and change to the SYBASE nnsy directory 4 Run the following commands NNFie i formats custscomp exp s new_format_demo o NNFie i formats stdcustrecformatscomp exp S new_format_demo o NNFie i formats stdmoneytransformatscomp exp s new_format_demo o Note Running the NNFie commands overwrites formats in your database and generates conflict warnings Because field names do not change and old maps are not affected you can ignore these warnings Upgrading EAServer components Upgrade Guide A new version of the PATRIOT Act EJB and an update to the jConnect files are included with this upgrade Deleting the existing PATRIOTAct package Before you can upgrade to 2 2 you must remove the current package 1 Connect to Jaguar Manager as jagadmin 2 Expand Jaguar Manager Packages 3 Right click PatriotAct choose Delete Package then click Yes to delete the package 4 Expand Jaguar Manager Servers Jaguar Installed Services 5 Right click Loader choose Remove Service then click OK to remove the loader 13 Upgrading EAServer components 9 Right click Scheduler choose Remove Service then click OK to remove the scheduler Expand Jaguar Manager Servers Jaguar and select Shutdown Right click Jaguar choose Shutdown Make sure the JAGUAR Repository Component PatriotAct directory Windows
13. L Remote SQL Server SQL Server Manager SQL SMART SQL Toolset SQL Server CFT SQL Server DBM SQL Server SNMP SubAgent SQL Station SQLJ STEP SupportNow S W LE T Message Format Libraries Sybase Central Sybase Client Server Interfaces Sybase Financial Server Sybase Gateways Sybase MPP Sybase SQL Desktop Sybase SQL Lifecycle Sybase SQL Workgroup Sybase User Workbench SybaseWare Syber Financial SyberAssist SyBooks System 10 System 11 System XI logo SystemTools Tabular Data Stream TotalFix TradeForce Transact SQL Translation Toolkit UltraLite UltraLite NET UNIBOM Unilib Uninull Unisep Unistring URK Runtime Kit for UniCode VisualWriter VQL WarehouseArchitect Warehouse Control Center Warehouse Studio Warehouse WORKS Watcom Watcom SQL Watcom SQL Server Web Deployment Kit Web PB Web SQL WebSights WebViewer WorkGroup SQL Server XA Library XA Server and XP Server are trademarks of Sybase Inc 05 04 Unicode and the Unicode Logo are registered trademarks of Unicode Inc All other company and product names used herein may be trademarks or registered trademarks of their respective companies Use duplication or disclosure by the government is subject to the restrictions set forth in subparagraph c 1 ii of DFARS 52 227 7013 for the DOD and as set forth in FAR 52 227 19 a d for civilian agencies Sybase Inc One Sybase Drive Dublin CA 94568 Contents About This Book CHAPTER 1 CHAPTER 2
14. PostFilter edl Upgrading formats The standard money transaction and customer record formats have changed for this release The following files have been updated e custcomp exp e stdcustrecformats exp e stdcustrecformatscomp exp e stdmoneytransformats exp e stdmoneytransformatscomp exp Importing the new formats You will need to import the new formats Make sure you set NNSY_ROOT to the SYBASE nnsy Windows or SYBASE nnsy Solaris directory Windows Use these instructions if you are importing the formats to a Windows based installation Perform this step if you have not updated your formats 1 Create the directory SYBASE nnsy formats if it does not already exist 2 Copy the format files from the PATRIOT Release2 2 formats directory to the SYBASE nnsy formats directory 3 Open a command window and change to the SYBASE nnsy directory 4 Run the following commands NNFie i formats custscomp exp s new _format_demo o NNFie i formats stdcustrecformatscomp exp s new_format_demo o NNFie i formats stdmoneytransformatscomp exp s new_format_demo o 12 PATRIOTcompliance Starter Kit CHAPTER 2 Upgrading to version 2 2 Solaris Use these instructions if you are importing the formats to a Solaris based installation Perform this step if you have not updated your formats 1 Create the directory SYBASE nnsy formats if it does not already exist 2 Copy the format files from the P
15. SYBASE Upgrade Guide PATRIOTcompliance Solution Version 2 2 DOCUMENT ID DC00148 01 0220 01 LAST REVISED August 2004 Copyright 2002 2004 by Sybase Inc All rights reserved This publication pertains to Sybase software and to any subsequent release until otherwise indicated in new editions or technical notes Information in this document is subject to change without notice The software described herein is furnished under a license agreement and it may be used or copied only in accordance with the terms of that agreement To order additional documents U S and Canadian customers should call Customer Fulfillment at 800 685 8225 fax 617 229 9845 Customers in other countries with a U S license agreement may contact Customer Fulfillment via the above fax number All other international customers should contact their Sybase subsidiary or local distributor Upgrades are provided only at regularly scheduled software release dates No part of this publication may be reproduced transmitted or translated in any form or by any means electronic mechanical manual optical or otherwise without the prior written permission of Sybase Inc Sybase the Sybase logo AccelaTrade ADA Workbench Adaptable Windowing Environment Adaptive Component Architecture Adaptive Server Adaptive Server Anywhere Adaptive Server Enterprise Adaptive Server Enterprise Monitor Adaptive Server Enterprise Replication Adaptive Server Everywhere Adaptive
16. Server IQ Adaptive Warehouse Anywhere Studio Application Manager AppModeler APT Workbench APT Build APT Edit APT Execute APT Translator APT Library Backup Server BizTracker ClearConnect Client Library Client Services Convoy DM Copernicus Data Pipeline Data Workbench DataArchitect Database Analyzer DataExpress DataServer DataWindow DataWindow NET DB Library dbQueue Developers Workbench Direct Connect Anywhere DirectConnect Distribution Director e ADK E Anywhere e Biz Impact e Biz Integrator E Whatever EC Gateway ECMAP ECRTP eFulfillment Accelerator Embedded SQL EMS Enterprise Application Studio Enterprise Client Server Enterprise Connect Enterprise Data Studio Enterprise Manager Enterprise SQL Server Manager Enterprise Work Architecture Enterprise Work Designer Enterprise Work Modeler eProcurement Accelerator EWA Financial Fusion Financial Fusion Server Gateway Manager GlobalFIX iAnywhere iAnywhere Application Alerts iAnywhere Mobile Delivery iAnywhere Mobile Document Viewer iAnywhere Mobile Inspection iAnywhere Mobile Marketing Channel iAnywhere Mobile Pharma iAnywhere Mobile Sales iAnywhere Pylon iAnywhere Pylon Application Server iAnywhere Pylon Conduit iAnywhere Pylon PIM Server iAnywhere Pylon Pro iAnywhere Solutions ImpactNow Industry Warehouse Studio InfoMaker Information Anywhere Information Everywhere InformationConnect InternetBuilder iScript Jaguar CTS jConnect for JDBC Mai
17. T Test for example The test page appears with the portlets you selected Setting up the new portlets for pacuser Upgrade Guide This series of steps tell you how to grant pacuser access rights to the new and updated portlets This section assumes you are logged in as pso Note The Pat Logged In Users portlet is intended for pso users only Do not grant access rights to this portlet to pacuser 1 Onthe Admin Entry Page choose the test page PATRIOT Test for example where you added the new portlets from the Customize drop down box 2 When the test page appears do this for each new portlet on the page e Click the icon next to the Edit link on the title bar and when the the Window Properties panel appears click Edit Portlet Properties e On the Edit Portlet panel in the Portlet Rights group move PIUserfrom the Role List into the Roles with Rights to this Portlet box e Click Done e Choose the test page PATRIOT Test for example where you added the new portlets from the Customize drop down box 3 Log out of Portal Interface 27 Configuring Portlets Creating portlet pages for pacuser 28 1 If you are not logged in as pacuser start Internet Explorer enter the URL http lt jaguar_hostname gt 8080 and log into Portal Interface with the user ID pacuser and password pacuser On the Home Page click Add Page from the Portal Control name the page click Done On the Choose Portlets panel
18. TRIOTdbConnection choose Connection Cache Properties When the Connection Cache Properties sheet appears the General tab is in focus In the User Name box change the sa user name to patriotlogin In the Password box type password Click Refresh then click Ping to test the connection NY DAD WN A Click OK to return to Jaguar Manager Adding the PortallnterfaceCache connection 1 Right click PortalInterfaceCache choose Connection Cache Properties The Connection Cache Properties panel appears In the User Name box change the sa user name to portaliflogin In the Password box type password Click Refresh then click Ping to test the connection an A N Click OK to return to Jaguar Manager Adding the epSearchCache connection 1 Right click epSearchCache and select Connection Cache Properties 2 Inthe User Name box change the sa user name to epsearchlogin 3 Inthe Password box type password 4 Click Refresh then click Ping to test the connection 5 Click OK to return to Jaguar Manager 6 Shut down and restart Jaguar Server Non sa user connection caches to the PATRIOT database lack the appropriate authority to retrieve data from ASE sybsecurity database Granting system security officer role sso_role to the user of patriot database connection resolves this issue You must run the following procedure for the Pat Audit Trail portlet to work properly PATRIOTcompliance Starter Kit CHAPTER 2 Upgrading to ve
19. Upgrade Guide E EA A Re vu on Gucd veire A E R v Introduction 1 PET E E E A A A E nennen 1 PATRIOTcompliance Solution overview ueennessnnensnnnnnnnnnnnnnnn nenn 2 Upgrading to version 2 2 uuunsunnnannnnnnanannnannennnnnnnnnnnnnnannannnnnnnen 3 OLETE E E E EAEAN len rau nennen terre pre 4 Issues addressed in this release uuurs2usssnnner nenn nennen nennen 4 Contents of the 2 2 release uunuuuersnnnnsnnnnsnnnennnnennnnen nennen 6 Verifying system environment variables nn 7 Upgrading the PATRIOT database 2 00 222400nn nn 8 Modifying PATRIOT connection caches 9 Upgrading Process Server process definitions 11 Upgrading formats ee 2 een seen 12 Importing the new formats 2u44suer nenn ennen nenne nnnnennnnnn nenn 12 Upgrading EAServer components 24040442440004 ns 13 Updating the filter properties file nern 17 Setting the PATRIOTAct component properiies 18 Configuring Portlets cece eeeeeeseeeeeeeeeeeeeeeeeeseaeeeeeeenseeeneneete 20 Installing updated portlets 2 0 eee Herner nnnnnnnnnen nen 21 Creating directories for the class files 22 Installing the Account Management portlet 23 Verifying the Account Management portlet deployment 24 Setting up Account Management for the pacuser
20. act onelogin zip into JAGUAR PATRIOTcompliance Starter Kit CHAPTER 2 Upgrading to version 2 2 If WinZip notifies you that you are about to overwrite existing files click Yes to confirm the file overwrite Back up JAGUAR html classes portalinterface properties Use a text editor to open portalinterface properties Add the following properties to the end of the file security cache name SecDboCache enforce single login true Save the portalinterface properties file Shut down and restart Jaguar Server Installing updated portlets This section tells you how to install updates to the portlets There are separate instructions for Windows and Solaris based installations Windows Solaris Upgrade Guide Use these instructions to install the 2 2 portlets on Windows 1 6 7 Copy the pz files from PATRIOT portlets to SYBASE PortalInterface 2_5 bin With ASE and Jaguar Server running open a command window and navigate to 7SYBASE PortalInterface 2_5 bin Run pz bat with the following syntax pz bat H lt ASE hostname gt N lt ASE Port gt U lt ASE username gt P lt ASE password gt F PatriotPortlets22 pz Select Import Portlet from Archive and press ENTER Select Import Archived Portlets and then press ENTER This step imports the portlets Choose ALL to any overwrite question choose No to any create duplicate question An Import Done message notifies you when this process is complete
21. ade the PATRIOT database Patriotdb and New Era of Networks database NNSYdb There are separate instructions for Solaris and Windows based installations Use these instructions to upgrade your database on Solaris 1 Open a command window Navigate to the PATRIOT release2 2 database directory 2 Execute the PatriotDB2 2_Upgrade sql script with the following syntax isql S lt ASE server name gt U lt ASE username gt P lt ASE password gt i PatriotDB2 2 Upgrade sql o 3 Review and correct any errors in the output file Use these instruction to upgrade your database on Windows 1 Open a command window Navigate to the PATRIOT database directory 2 Execute the PatriotDB2 2_Upgrade sql script with the following syntax isql S lt ASE server name gt U lt ASE username gt P lt ASE_password gt i PatriotDB2 2 Upgrade sql o 3 Review and correct any errors in the output file PATRIOTcompliance Starter Kit CHAPTER 2 Upgrading to version 2 2 Modifying PATRIOT connection caches PATRIOTcompliance Starter Kit 2 2 includes a script which creates a mechanism for customers who want to make their EP instance use non sa database logins These logins include sufficient permissions to let EP applications s connect to the patriot database portal interface and search cache Adding a non sa user connection involves running a script ep_login sql that creates three new login names PATRIOTdbConnection Portallnterfa
22. ceCache and epSearchCache You then open Jaguar Manager in EAserver to add the actual connections This step resolves CR 333653 is optional and not required for successful deployment Executing the upgrade script Solaris Windows This section tells you how to execute the upgrade script There are separate instructions for Solaris and Windows based installations Use these instructions if you are upgrading a Solaris based installation 1 Open a command window and navigate to the PATRIOT release2 2 database directory 2 Execute the ep_login sql script with the following syntax isql S lt ASE server name gt U sa P lt ASE password gt i ep login sql o lt outputfile gt 3 Review and correct any errors in the output file Use these instructions if you are upgrading a Windows based installation 1 Open a command window and navigate to the PATRIOT release2 2 database directory 2 Execute the ep_login sql script with the following syntax isql S lt ASE server name gt U sa P lt ASE password gt i ep login sql o lt outputfile gt 3 Review and correct any errors in the output file Adding the connection caches Upgrade Guide The next series of steps adds the connection properties for the new login names Upgrading the PATRIOT database Known issue 10 Adding the PATRIOTdbConnection 1 Connect to Jaguar Manager as jagadmin 2 Expand Jaguar Manager Connection Caches 3 Right click PA
23. ding 6 modifying connection caches 9 overview 4 portlets 20 Process Server definitions 11 upgrading database 8 V variables verify system environment 7 verify system environment 7 version 2 1 upgrade 3 Upgrade Guide 31 Index 32 PATRIOTcompliance Starter Kit
24. ent Properties When the Connection Properties sheet appears click the Transactions tab choose Not Supported Click OK to return to Jaguar Manager 19 Configuring Portlets Setting the TableClean component properties 1 2 Right click TableClean choose Component Properties When the Connection Properties sheet appears click the Transactions tab choose Requires New Click the Resource Refs tab do this In the Resource factories referenced in code group set the Sharing Scope of the jdbc CacheName to shareable then set the Resource Link to PATRIOTdbConnection Click OK to return to Jaguar Manager Shutdown and restart EAServer Configuring Portlets This section tells you how to install and configure the 2 2 portlets Setting single login properties Previous versions of PATRIOT Starter Kit sometimes allowed users to login more than once with the same login name Updates to the portalinterface properties allow you to restrict users to a single login at a time 1 Back up the following files Note Directory paths below are in UNIX notation For DOS change forward slashes to back slashes change J AGUAR to JAGUAR Subdirectory Filename JAGUAR html classes PI_Errors properties JAGUAR html classes com Errors class sybase ep portalinterface JAGUAR html classes com sybase ep SecurityServicelmpl class portalinterface services 2 20 JAGUAR META INF MANIFEST MF Extr
25. ick a Certification Report title to display the report Creating a personalized view of the Sybase Web site including support pages Set up a MySybase profile MySybase is a free service that allows you to create a personalized view of Sybase Web pages 1 Point your Web browser to Technical Documents at http www sybase com support techdocs Sybase EBFs and software maintenance Conventions If you need help vi 2 Click MySybase and create a MySybase profile Finding the latest information on EBFs and software maintenance 1 Point your Web browser to the Sybase Support Page at http www sybase com support Select EBFs Maintenance Enter user name and password information if prompted for existing Web accounts or create a new account a free service Select a product Specify a time frame and click Go Click the Info icon to display the EBF Maintenance report or click the product description to download the software The following style conventions are used in this manual The names of files and directories are shown in this font Command names command option names utility names and other keywords are shown in this font Variables or words that stand for values that you fill in are shown in this font Database objects are shown in this font Each Sybase installation that has purchased a support contract has one or more designated people who are authorized to contact Sybase Technical Support
26. is set The SYBASE environment variable is the root directory of Sybase applications For example SYBASE software sybase Solaris or SYBASE c Sybase Windows Verify that the SYBASE_ASE environment variable is set This is the directory under SYBASE Solaris or SYBASE Windows where Adaptive Server Enterprise has been installed For example SYBASE_ASE ASE 12_5 Verify that the SYBASE_OCS environment variable is set This is the directory under SYBASE Solaris or SYBASE Windows where Open Client Server has been installed For example SYBASE_OCS OCS 12_5 Set the JAGUAR environment variable This is the directory under SYBASE Solaris or JAGUAR Windows 2000 where EAServer has been installed Solaris example JAGUAR software sybase EAServer Windows 2000 example JAGUAR c Sybase EAServer Set the JAVA_HOME Solaris or JAVA_HOME Windows environment variable This environment variable points to a directory where a Java JDK is installed Solaris example JAVA_HOME JAGUAR jdk jdk1 3 Upgrading the PATRIOT database Windows example JAVA_HOME JAGUAR shared sun jdk jdk 3 6 Set the PATRIOT environment variable This is the directory where you initially copied the contents of the PATRIOTcompliance Starter Kit Solution Template CD Solaris example PATRIOT PATRIOT Windows example PATRIOT PATRIOT Upgrading the PATRIOT database Solaris Windows Release 2 2 includes scripts that allow you to upgr
27. l Anywhere Studio MainframeConnect Maintenance Express Manage Anywhere Studio M Business Channel M Business Network M Business Server MDI Access Server MDI Database Gateway media splash MetaWorks My iAnywhere My iAnywhere Media Channel My iAnywhere Mobile Marketing MySupport Net Gateway Net Library New Era of Networks ObjectConnect ObjectCycle OmniConnect OmniSQL Access Module OmniSQL Toolkit Open Biz Open Client Open ClientConnect Open Client Server Open Client Server Interfaces Open Gateway Open Server Open ServerConnect Open Solutions Optima Orchestration Studio PB Gen PC APT Execute PC DB Net PC Net Library PocketBuilder Pocket PowerBuilder Power power stop PowerAMC PowerBuilder PowerBuilder Foundation Class Library PowerDesigner PowerDimensions PowerDynamo PowerJ PowerScript PowerSite PowerSocket Powersoft PowerStage PowerStudio PowerTips Powersoft Portfolio Powersoft Professional PowerWare Desktop PowerWare Enterprise ProcessAnalyst Rapport RepConnector Replication Agent Replication Driver Replication Server Replication Server Manager Replication Toolkit Report Execute Report Workbench Resource Manager RW DisplayLib RW Library S Designor SDF Secure SQL Server Secure SQL Toolset Security Guardian SKILS smart partners smart parts smart script SQL Advantage SQL Anywhere SQL Anywhere Studio SQL Code Checker SQL Debug SQL Edit SQL Edit TPU SQL Everywhere SQL Modeler SQ
28. lick Next and Next again In the Component name box type Scheduler click Finish When the Component Properties sheet appears the General tab is in focus Modify the Java Class name to read com sybase patriotact filter SchedulerImpl then click OK to return to Jaguar Manager Expand the Scheduler component right click Interfaces choose Add Interfaces The Install Interface dialog appears From the Available IDL Interfaces drop down box choose CtsServices Three CtsServices appear in the right pane Select CtsServices Generic Service click Add then click Install The Scheduler component is now available as part of the PatriotAct package Expand Servers Jaguar Right click Installed Services choose Install Service select PatriotAct Scheduler from the list then click OK to return to Jaguar Manager Creating the Loader component 1 2 3 Expand Jaguar Manager Servers Jaguar Installed Packages Right click PatriotAct choose New Component When the Component Wizard appears choose Define New Component click Next then click Next again In the Component Name box type Loader then click Finish When the Component Properties sheet appears the General tab is in focus Modify the Java Class name to read com sybase patriotact filter LoaderImpl then click OK to return to Jaguar Manager Expand the new Loader component right click Interfaces select Add Interfaces From the Available IDL Interfaces d
29. move the appropriate portlets from the Available Portlets box into the Selected Portlets box on the right Click Done Each Patriot portlet page should now be accessible from the Personalize drop down box in the upper right hand corner Select each of these pages to verify that the portlets have been installed and configured properly Repeat steps 2 3 to add the appropriate portlets for each new portlet page Log out of Portal Interface and close the browser PATRIOTcompliance Starter Kit Index A Account Management portlet creating 26 deploying 24 installing 23 pacuser 25 C compliance solution introduction 1 overview 2 component properties controller 18 FTPLoad 18 loader 19 NightlyFilter 19 scheduler 19 setting 18 TableClean 20 components loader 15 scheduler 14 stubs and skeletons 16 connection caches 9 epSearchCache 10 know issue 10 PATRIOTActdbConnection 10 PortalInterfaceCache 10 contents 6 controller component properties 18 D database upgrade 8 definitions Upgrade Guide upgrade Process Server 11 dispatcher jar deploying 14 E EAServer components component properties 18 deleting PATRIOTAct package 13 dispatcherjar 14 filter properties 17 loader 15 scheduler 14 stubs and skeletons 16 17 upgrading 13 environmenatal variables 7 execute upgrade scripts 9 F filter properties 17 formats importing 12 upgrading 12 FTPLoad component properties 18 introduction compliance solution
30. nt properties Follow the instructions in this section to set the PATRIOTAct component properties 18 Setting Controller component properties 1 2 3 7 8 Expand Servers Jaguar Installed Packages PatriotAct Right click Controller choose Component Properties When the Controller properties sheet appears click the Transactions tab choose Not Supported Click the Run As Identity tab do this e Set the Run As Identity property to system e Set the Mapped to Jaguar Identity property to system Click the Resource Refs tab do this e In the Resource factories referenced in code group set the Sharing Scope of the jms JMSQCFactory to shareable then choose javax jms QueueConnectionFactory as the Resource Link e In the Resource factories referenced in code group set the Sharing Scope of the jdbc DBConnection to shareable then choose PATRIOTdbConnection as the Resource Link Click the Resource Env Refs tab do this e Inthe Resource environmental references group click jms ErrorQueue then set the Link Value to error e In the Resource environmental references group click jms ResultQueue then set the Link Value to from_filters Click the MDB Type tab set the Name property to to_filters Click OK to return to Jaguar Manager Setting the FTPLoad component properties 1 Right click FTPLoad choose Component Properties PATRIOTcompliance Starter Kit CHAPTER 2 Upgrading to version 2 2 Upg
31. ow to upgrade your system to version 2 2 of the PATRIOTcompliance Solution Heading Page Overview 4 Verifying system environment variables 7 Upgrading the PATRIOT database 8 Upgrading Process Server process definitions 11 Upgrading formats 12 Upgrading EAServer components 13 Configuring Portlets 20 Upgrade Guide Overview Overview This upgrade to the PATRIOTcompliance Solution includes an updated ROLLUP version of the PATRIOT Compliance Starter Kit Sybase recommends that you install this updated Software Release as soon as possible This upgrade is distributed as a zip file and is available for download from the EBFs Maintenance page at http www sybase com downloads Warning Sybase strongly recommends that a backup of all components be done before you begin this upgrade You must re create any customization of the PATRIOT solution templates Issues addressed in this release CR Description CR 332858 Previous versions of PATRIOT Starter Kit sometimes allowed users to log in more than once with the same login name Updates to the portalinterface properties allow you to restrict users to a single login at a time This step is optional and not required for successful deployment CR 332855 Changes to security properties allow you to set the number of days months or years that a password remains valid the default is 0 which means passwords are valid indefinitely Duration parameters are
32. rade Guide 5 When the Connection Properties sheet appears click the Transactions tab choose Not Supported Click the EJB Refs tab do this In the EJBs referenced in code group click ejb Nightly Filter then set the Link Value to PatriotAct NightlyFilter Click the Resource Refs tab do this In the Resource factories referenced in code group set the Sharing Scope of the jdbc CacheName to shareable then set the Resource Link to PATRIOTdbConnection Click OK to return to Jaguar Manager Setting the Loader component properties 1 2 3 Right click Loader choose Component Properties When the Connection Properties sheet appears click the Transactions tab choose Not Supported Click OK to return to Jaguar Manager Setting the NightlyFilter component properties 1 2 4 Right click NightlyFilter choose Component Properties When the Connection Properties sheet appears click the Transactions tab choose Requires New Click the Resource Refs tab do this e Inthe Resource factories referenced in code group set the Sharing Scope of the jdbc CacheName to sharable then set the Resource Link to PATRIOTdbConnection e Inthe Resource factories referenced in code group set the Sharing Scopeof the jdbc DBConnection to shareable then set the Resource Link to PATRIOTdbConnection Click OK to return to Jaguar Manager Setting the Scheduler component properties 1 2 Right click Scheduler choose Compon
33. rop down box choose CtsServices 15 Upgrading EAServer components Three CtsServices appear in the right pane 8 Select CtsServices Generic Service click Add then click Install The Loader component is now available 9 Expand Servers Jaguar 10 Right click Installed Services choose Install Service select PatriotAct Loader from the list then click OK to return to Jaguar Manager Generating Scheduler stubs and skeletons Generating Java stubs and skeletons ensures that the Jaguar Server has the information necessary to interact with the components 1 Expand Servers Jaguar Installed Packages PatriotAct 2 Right click on the Scheduler component choose Generate Stub Skeleton 3 When the Generate Stubs and Skeletons dialog appears choose the following options e Generate Stubs e Generate Java Stubs and choose CORBA from the drop down box e Generate Java Files and use the default directory e Compile Java Stubs e Generate Skeletons and use the default directory e Compile Java Skeletons and use the default directory e Leave everything else as default 4 Click Generate 5 After the code generates successfully click OK to return to Jaguar Manager Generating Loader stubs and skeletons 1 Right click on the Loader component choose Generate Stub Skeleton 2 When the Generate Stubs and Skeletons dialog appears choose the following options e Generate Stubs e Generate Java Stubs and choose CORBA from the
34. rsion 2 2 Although there is a work around this issue has been logged in QTS as CR 361596 and will be addressed in a future release Granting an sso_role to a patriot db connection user 1 Open a command window and run the following statements isql S lt ASE server name gt U sa P lt ASE password gt 2 Run the following scripts use master go grant role sso_role to patriotlogin go 3 Shut down and restart Jaguar Server Upgrading Process Server process definitions Windows Solaris Upgrade Guide This procedure overwrites all process definitions and plug ins There are separate procedures for Windows and Solaris based installations Use these instructions if you are upgrading a Windows based installation 1 Copy the contents of the PATRIOT Release2 2 edl directory to SYBASE ProcessServer 3_Nbin edl This overwrites the set of existing files 2 Open a command window and change to the SYBASE ProcessServer 3_Abin edl directory 3 Run the following commands call EDLUtil put edl 1lPatriot edl call EDLUtil put edl pPostFilter edl Use these instructions if you are upgrading a Solaris based installation 1 Copy the contents of the PATRIOT Release2 2 edl directory to SYBASE ProcessServer 3_9 bin edl 2 Open a command window and change to the SYBASE ProcessServer 3_ edl directory 3 Run the following commands 11 Upgrading formats EDLUtil put ed1 lPatriot edl EDLUtil put edl p
35. s com sybase ilab pi pim tasks directory and rename PIMControl class to PIMControl class old Shut down and restart Jaguar Server Verifying the Account Management portlet deployment This step tells you how to test the Account Manager portlet 24 1 Start Internet Explorer and enter the URL http lt jaguar_hostname gt 8080 Log into Portal Interface using the user ID pso with the password 123qwe Click the Admin link at the top of the page On the Admin Entry Page click Choose Portlets from the Admin Portal Control On the Choose Portlets panel move the Account Management portlet from the Available Portlets box to the Selected Portlets box click Done From the Customize drop down box choose the PATRIOT Test page PATRIOTcompliance Starter Kit CHAPTER 2 Upgrading to version 2 2 The PATRIOT Test page should display with the new portlet accessible Setting up Account Management for the pacuser To enable access to each of the PATRIOT portlets for pacuser you need to modify the properties for each portlet and include the PIUser Role as detailed below These instruction assume that you are logged in as pso Upgrade Guide 1 Select the Admin link on the Welcome bar at the top of the browser to enter Administrative mode 2 From the Select a Page drop down box in the upper right hand corner of the page select the PATRIOT Test page The PATRIOT Test page appears with the new Account Management por
36. t In this portlet you can search entries make entries or flag entries as inactive Changes to the Pat Cleared List Admin portlet now allow you to clear customers employees or external accounts from multiple lists at the same time A new column in the search list identifies users who make changes to the cleared list CR 334776 Stop words are words that occur frequently in transactions and are irrelevant to the suspect search The Stop Words Candidate portlet is a new portlet which identifies how frequently certain words appear in various lists Use this portlet to identify potential candidates for the stop words list CR 328827 CR 323431 Use the Pat Search List portlet to look up a suspect employee customer country or address with the search engine Pat Search List returns a score that indicates the percent certainty for each match Previous versions of the Pat Search List portlet limited suspect searches to name Customers can now search for suspects by country and address Country and address check boxes now appear just above the Search for Suspect button Country is the default search criteria to search by street address you must click the Address button Overview Contents of the 2 2 release Refer to the descriptions of the files below for individual installation instructions Directory paths below are in UNIX notation For Windows change the forward slashes to back slashes Target directory
37. tlet accessible 3 For the Account Management portlet do this Click the Edit link in the title bar and modify the URL property from iiop yongming pc 9000 iiop lt yourhost gt lt yourport gt then click Done From the Select a Page drop down box select the PATRIOT Test page to return to the Admin Entry Page Select the PATRIOT Test link in the snail trail to navigate back to the PATRIOT Test page Select the icon located next to the Edit hyperlink in each of the portlet title bars on the page On the Window Properties panel select the Edit Portlet Properties link to display the Edit Portlet panel containing the portlet properties In the Portlet Rights section select the PIUser role from the Role List and click the right arrow to move it to the Roles with Rights to this Portlet list on the right Click Done 4 Log out of Portal Interface 25 Configuring Portlets Change to the JAGUAR hitml classes com sybase ilab pi pim tasks directory Windows or JAGUAR htmI classes com sybase ilab pi pim tasks Solaris and rename PIMControl class old to PIMControl class Shut down and restart Jaguar Server Creating the Account Management portlet for pacuser Multiple portlet pages will be created for the PATRIOTcompliance Solution and each page includes a number of the portlets imported into the Portal Interface 1 Start Internet Explorer and enter the URL http lt jaguar_hostname gt 8080 Log into
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