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Upgrade Guide

1

C H A P T E R   1

Introduction

This chapter introduces Sybase PATRIOTcompliance Solution to financial 
institutions.

Содержание PATRIOT compliance Solution Version 2.2 Upgrade

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

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

Страница 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...

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

Страница 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...

Страница 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...

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

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

Страница 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...

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

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