Sybase PATRIOT compliance Solution Version 2.2 Upgrade Upgrade Manual Download

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Upgrade Guide

Account Management portlet

creating 26
deploying 24
installing 23
pacuser 25

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

connection caches

epSearchCache 10
know issue

PATRIOTActdbConnection 10
PortalInterfaceCache 10

contents 6
controller

component properties

database upgrade

definitions

upgrade Process Server

dispatcher jar

deploying 14

EAServer components

component properties

deleting PATRIOTAct package

dispatcher jar

filter properties

loader 15
scheduler 14
stubs and skeletons

16, 17

upgrading 13

environmenatal variables

execute

upgrade scripts

filter properties

formats

importing 12
upgrading 12

FTPLoad

component properties

introduction

compliance solution

issues addressed in this release

Index

Summary of Contents for PATRIOT compliance Solution Version 2.2 Upgrade

Page 1: ...Upgrade Guide PATRIOTcompliance Solution Version 2 2...

Page 2: ...nformation Anywhere Information Everywhere InformationConnect InternetBuilder iScript Jaguar CTS jConnect for JDBC Mail Anywhere Studio MainframeConnect Maintenance Express Manage Anywhere Studio M Bu...

Page 3: ...12 Importing the new formats 12 Upgrading EAServer components 13 Updating the filter properties file 17 Setting the PATRIOTAct component properties 18 Configuring Portlets 20 Installing updated portle...

Page 4: ...Contents iv PATRIOTcompliance Starter Kit...

Page 5: ...UpgradeNotes htm Sybase certifications on the Web Technical documentation at the Sybase Web site is updated frequently Finding the latest information on product certifications 1 Point your Web browse...

Page 6: ...ck the product description to download the software Conventions The following style conventions are used in this manual The names of files and directories are shown in this font Command names command...

Page 7: ...Upgrade Guide 1 C H A P T E R 1 Introduction This chapter introduces Sybase PATRIOTcompliance Solution to financial institutions...

Page 8: ...Intercept and Obstruct Terrorism legislation The PATRIOTcompliance Starter Kit provides the infrastructure components needed for the Sybase PATRIOTcompliance Solution including New Era of Networks Bu...

Page 9: ...rade 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 def...

Page 10: ...wed 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...

Page 11: ...ies 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 co...

Page 12: ...to a safe place PATRIOT JAGUAR java classes com sybase patriotact filter Target directory Filename patnfg22 pdf pat_upgrade pdf pat_cop pdf patsag pdf EBF1208x_README HTML EBF1208x_Buglist txt EBF120...

Page 13: ...YBASE software sybase Solaris or SYBASE c Sybase Windows 2 Verify that the SYBASE_ASE environment variable is set This is the directory under SYBASE Solaris or SYBASE Windows where Adaptive Server Ent...

Page 14: ...or Solaris and Windows based installations Solaris Use these instructions to upgrade your database on Solaris 1 Open a command window Navigate to the PATRIOT release2 2 database directory 2 Execute th...

Page 15: ...s section tells you how to execute the upgrade script There are separate instructions for Solaris and Windows based installations Solaris Use these instructions if you are upgrading a Solaris based in...

Page 16: ...ars 2 In the User Name box change the sa user name to portaliflogin 3 In the Password box type password 4 Click Refresh then click Ping to test the connection 5 Click OK to return to Jaguar Manager Ad...

Page 17: ...are separate procedures for Windows and Solaris based installations Windows Use these instructions if you are upgrading a Windows based installation 1 Copy the contents of the PATRIOT Release2 2 edl d...

Page 18: ...OT 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...

Page 19: ...ie 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...

Page 20: ...click Packages point to Deploy choose EJB Jar 2 When the Deploy Wizard appears click Browse navigate to one of the following directories PATRIOT Release2 2 jaguar Windows PATRIOT Release2 2 jaguar Sol...

Page 21: ...ce click Add then click Install The Scheduler component is now available as part of the PatriotAct package 9 Expand Servers Jaguar 10 Right click Installed Services choose Install Service select Patri...

Page 22: ...t 2 Right click on the Scheduler component choose Generate Stub Skeleton 3 When the Generate Stubs and Skeletons dialog appears choose the following options Generate Stubs Generate Java Stubs and choo...

Page 23: ...enerate 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 Compi...

Page 24: ...ar Identity property to system 5 Click the Resource Refs tab do this In the Resource factories referenced in code group set the Sharing Scope of the jms JMSQCFactory to shareable then choose javax jms...

Page 25: ...s tab choose Not Supported 3 Click OK to return to Jaguar Manager Setting the NightlyFilter component properties 1 Right click NightlyFilter choose Component Properties 2 When the Connection Propertie...

Page 26: ...his 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 sa...

Page 27: ...to install the 2 2 portlets on Windows 1 Copy the pz files from PATRIOT portlets to SYBASE PortalInterface 2_5 bin 2 With ASE and Jaguar Server running open a command window and navigate to SYBASE Po...

Page 28: ...s 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 If the following directories do not ex...

Page 29: ...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 too...

Page 30: ...rty name IIOP_URL value iiop yongming pc 9000 to jtf setProperty name IIOP_URL value iiop yourhost yourport 8 Change to the JAGUAR html classes com sybase ilab pi pim tasks directory and rename PIMCon...

Page 31: ...nagement portlet 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 to iiop yourhost yourport then clic...

Page 32: ...age Account Managment and click Done 4 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 th...

Page 33: ...ction 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 On the Admin Entry Page choose the te...

Page 34: ...rol 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 Each Patriot portlet pa...

Page 35: ...tdbConnection 10 PortalInterfaceCache 10 contents 6 controller component properties 18 D database upgrade 8 definitions upgrade Process Server 11 dispatcher jar deploying 14 E EAServer components comp...

Page 36: ...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 verifyi...

Page 37: ...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 en...

Page 38: ...Index 32 PATRIOTcompliance Starter Kit...

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