Upgrade Guide PATRIOTcompliance Solution Version 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.
Contents About This Book ............................................................................................................................ v CHAPTER 1 Introduction ..................................................................................... 1 PATRIOTcompliance Solution overview .......................................... 2 CHAPTER 2 Upgrading to version 2.2 ................................................................ 3 Overview ....................................................
Contents iv PATRIOTcompliance Starter Kit
About This Book This book describes how to upgrade and configure products in the PATRIOTcompliance Solution. Audience Sybase Professional Services is the principal audience for this book. How to use this book This book contains the following chapters: Related documents • Chapter 1, “Introduction,” briefly describes the PATRIOTcompliance Starter Kit and its components. • Chapter 2, “Upgrading to version 2.2,” provides detailed upgrade instructions. New Era of Networks Process Server 3.9.
2 Click MySybase and create a MySybase profile. Sybase EBFs and software maintenance ❖ Conventions If you need help vi 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. 2 Select EBFs/Maintenance. Enter user name and password information, if prompted (for existing Web accounts) or create a new account (a free service). 3 Select a product. 4 Specify a time frame and click Go.
CH A PTE R 1 Introduction This chapter introduces Sybase PATRIOTcompliance Solution to financial institutions.
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.
CH A PTE R 2 Upgrading to version 2.2 This chapter tells you how to upgrade your system to version 2.2 of the PATRIOTcompliance Solution.
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.
CHAPTER 2 Upgrading to version 2.2 CR# Description CR# 333653 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.
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 \.. Filename patnfg22.pdf pat_upgrade.pdf pat_cop.pdf patsag.pdf EBF1208x_README.HTML EBF1208x_Buglist.txt EBF1208x_Filelist.txt \database ep_login.sql \edl PatriotDB2.2_Upgrade.sql pPostFilter.edl \formats lPatriot.edl custcomp.exp stdcustrecformats.
CHAPTER 2 2 Upgrading to version 2.2 • %JAGUAR%\html\classes\com\sybase\ep\portalinterface\tasks • %JAGUAR%\Repository\IDL\com\sybase\patriotact\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; $PATRIOT for Solaris) 3 Make sure you have ASE and EAServer up and running.
Upgrading the PATRIOT database Windows example: JAVA_HOME=$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 Release 2.2 includes scripts that allow you to upgrade the PATRIOT database (Patriotdb) and New Era of Networks database (NNSYdb).
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.
Upgrading the PATRIOT database ❖ Adding the PATRIOTdbConnection 1 Connect to Jaguar Manager as jagadmin. 2 Expand Jaguar Manager | Connection Caches. 3 Right-click PATRIOTdbConnection, choose Connection Cache Properties. When the Connection Cache Properties sheet appears, the General tab is in focus. ❖ 4 In the User Name box, change the sa user name to patriotlogin. 5 In the Password box, type password. 6 Click Refresh, then click Ping to test the connection.
CHAPTER 2 Upgrading to version 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 -U sa -P 2 Run the following scripts: use master go grant role sso_role to patriotlogin go 3 Shut down and restart Jaguar Server.
Upgrading formats EDLUtil put ..\edl\lPatriot.edl EDLUtil put ..\edl\pPostFilter.edl Upgrading formats The standard money transaction and customer record formats have changed for this release. The following files have been updated. • custcomp.exp • stdcustrecformats.exp • stdcustrecformatscomp.exp • stdmoneytransformats.exp • stdmoneytransformatscomp.exp Importing the new formats You will need to import the new formats.
CHAPTER 2 Solaris Upgrading to version 2.2 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 $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.
Upgrading EAServer components 6 Right click Scheduler, choose Remove Service, then click OK to remove the scheduler. 7 Expand Jaguar Manager | Servers | Jaguar and select Shutdown. 8 Right-click Jaguar, choose Shutdown. Make sure the %JAGUAR%\Repository\Component\PatriotAct directory (Windows) or $JAGUAR/Repository/Component/PatriotAct (Solaris) directory does not exist. If it does, start Jaguar again and redo steps 1 - 7. 9 ❖ Start Jaguar Server. Deploying the new dispatcher.
CHAPTER 2 Upgrading to version 2.2 2 Right-click PatriotAct, choose New Component. 3 When the Component Wizard appears, choose Define New Component, click Next, and Next again. 4 In the Component name box, type Scheduler, click Finish. 5 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.
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.
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.
Upgrading EAServer components select_scoreMatchStopWords = select word from PatStopWords where priority = 1 and is_active = 1 QuickWordsThreshhold=30 Setting the PATRIOTAct component properties Follow the instructions in this section to set the PATRIOTAct component properties. ❖ Setting Controller component properties 1 Expand Servers | Jaguar | Installed Packages | PatriotAct. 2 Right-click Controller, choose Component Properties.
CHAPTER 2 Upgrading to version 2.2 2 When the Connection Properties sheet appears, click the Transactions tab, choose Not Supported 3 Click the EJB Refs tab, do this: In the EJBs referenced in code group, click ejb/NightlyFilter, then set the Link Value to PatriotAct/NightlyFilter. 4 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.
Configuring Portlets ❖ Setting the TableClean component properties 1 Right-click TableClean, choose Component Properties. 2 When the Connection Properties sheet appears, click the Transactions tab, choose Requires New. 3 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. 4 Click OK to return to Jaguar Manager. 5 Shutdown and restart EAServer.
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. 3 Back up $JAGUAR/html/classes/portalinterface.properties. 4 Use a text editor to open portalinterface.properties. 5 Add the following properties to the end of the file: security.cache.name=SecDboCache enforce.single.login=true 6 Save the portalinterface.properties file. 7 Shut down and restart Jaguar Server.
Configuring Portlets 2 With ASE and Jaguar Server running, open a command window, and change to the $SYBASE/PortalInterface-2_5/bin directory. 3 Run pz.sh with the following syntax: pz.sh -H -N -U -P -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.
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 Use these instructions to install the Account Management portlet on Windows. 1 With ASE and Jaguar Server running, open a command window, and copy %PATRIOT%\Portlets\PatAcctManagementPortlet.pz to %SYBASE%\PortalInterface-2_5\bin.
Configuring Portlets 3 Run pz.sh with the following syntax: pz.sh -H -N -F PatAcctManagementPortlet.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. An Import Done message notifies you when this process is complete. 6 Select X and X to exit the PortalZipper tool.
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’. 1 Select the Admin link on the Welcome bar at the top of the browser to enter Administrative mode.
Configuring Portlets 5 Change to the %JAGUAR%\html\classes\com\sybase\ilab\pi\pim\tasks directory (Windows) or $JAGUAR/html/classes/com/sybase/ilab/pi/pim/tasks (Solaris) and rename PIMControl.class.old to PIMControl.class. 6 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.
CHAPTER 2 4 Upgrading to version 2.2 On the Choose Portlets panel, choose the new and updated portlets from the Available Portlets box and move them into the Selected Portlets box. These include: • Pat Logged In Users • Pd Exp Notification • Stop Words Candidate 5 Click Done. 6 From the Customize drop down box, choose the page where you added the portlets, PATRIOT Test for example. The test page appears with the portlets you selected.
Configuring Portlets Creating portlet pages for pacuser 1 If you are not logged in as pacuser, start Internet Explorer, enter the URL: http://:8080/, and log into Portal Interface with the user ID pacuser and password pacuser. 2 On the Home Page, click Add Page from the Portal Control, name the page, click Done. 3 On the Choose Portlets panel, move the appropriate portlets from the Available Portlets box into the Selected Portlets box on the right. Click Done.
Index A upgrade Process Server dispatcher jar deploying 14 Account Management portlet creating 26 deploying 24 installing 23 pacuser 25 E EAServer components component properties 18 deleting PATRIOTAct package dispatcher jar 14 filter properties 17 loader 15 scheduler 14 stubs and skeletons 16, 17 upgrading 13 environmenatal variables 7 execute upgrade scripts 9 C compliance solution introduction 1 overview 2 component properties controller 18 FTPLoad 18 loader 19 NightlyFilter 19 scheduler 19 setting
Index L loader component properties 19 creating 15 stubs and skeletons 16 loading 6 login properties 20 N R NightlyFilter component properties 19 2 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 ne
Index EAServer components 13 environmenatal variables 7 formats 12 issues addressed in this release 4 loading 6 modifying connection caches 9 overview 4 portlets 20 Process Server definitions 11 upgrading database 8 V variables verify system environment verify system environment 7 version 2.
Index 32 PATRIOTcompliance Starter Kit
