Oracle Banking Digital Experience Installation Guide

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Oracle Banking Digital

Experience
Installation Guide
Release 18.1.0.0.0

Part No. E92727-01

January 2018
Installation Guide
January 2018

Oracle Financial Services Software Limited


Oracle Park
Off Western Express Highway
Goregaon (East)
Mumbai, Maharashtra 400 063
India
Worldwide Inquiries:
Phone: +91 22 6718 3000
Fax:+91 22 6718 3001
www.oracle.com/financialservices/

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their
respective owners.

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software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license
restrictions applicable to the programs. No other rights are granted to the U.S. Government.

This software or hardware is developed for general use in a variety of information management applications. It is not
developed or intended for use in any inherently dangerous applications, including applications that may create a risk of
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appropriate failsafe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates
disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.

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Installation Guide ii
Table of Contents

1. Preface ................................................................................................................................................. 4
2. Introduction ......................................................................................................................................... 6
3. Prerequisites ....................................................................................................................................... 7
4. Installation ........................................................................................................................................... 9
5. Installation In Silent Mode ............................................................................................................... 22
6. Installer Verification ......................................................................................................................... 25
7. Installer Scope .................................................................................................................................. 26
8. Post Installation Steps ..................................................................................................................... 30
9. Configuring the Connector Credential Store ................................................................................. 61
10. OBDX Product Verification........................................................................................................... 62
11. Configuration for OUD/OAM ........................................................................................................ 65
12. Multi Entity ..................................................................................................................................... 78
13. Multi-entity installation In Silent Mode ....................................................................................... 84
14. OBDX Product Security ................................................................................................................ 87
15. Troubleshoot Overview ................................................................................................................ 88

Installation Guide iii


Preface

1. Preface
1.1 Intended Audience
This document is intended for the following audience:
 Customers
 Partners

1.2 Documentation Accessibility


For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program
website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

1.3 Access to Oracle Support


Oracle customers have access to electronic support through My Oracle Support. For information,
visit
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

1.4 Structure
This manual is organized into the following categories:
Preface gives information on the intended audience. It also describes the overall structure of the
User Manual.
The subsequent chapters cover following:
 Introduction
 Prerequisites
 Installation
 Post Installation Steps
 Product Verification
 Multi-Entity Installation and configuration

1.5 Related Information Sources


For more information on Oracle Banking Digital Experience Release 18.1.0.0.0, refer to the
following documents:
 Oracle Banking Digital Experience Licensing Guide
 Oracle Banking Digital Experience Installer Pre-Requisite Setup Manual
 Oracle Banking Digital Experience OBP Base Setup and Configuration
 Oracle Banking Digital Experience OBP US LZN Setup and Configuration
 Oracle Banking Digital Experience OFSLL Setup Configuration
 Oracle Banking Digital Experience Origination Social Media Integration
 Oracle Banking Digital Experience OHS User Interface Configuration
 Oracle Banking Digital Experience Chatbot Configuration

Installation Guide 4
Preface

 Oracle Banking Digital Experience Mobile Application Builder-Android


 Oracle Banking Digital Experience Mobile Application Builder-iOS
 Oracle Banking Digital Experience Security Guide
 Oracle Banking Digital Experience System Configuration
 User Manual Oracle Banking Digital Experience Core
 Oracle Banking Digital Experience File Upload Report Configuration

Installation Guide 5
Introduction

2. Introduction
2.1 Purpose of the Document
The purpose of the OBDX Installation Manual is to provide a step by step overview on the
installation process of the solution.
It includes:
 Reference to prerequisites software installation required for OBDX & OBDX installer
 Setup of OBDX with Oracle’s own Core Banking and Origination Products along with Third-
party HOST system.
 Running the installation in silent mode
 Advanced Configurations (Post installation)
 Installation Verification
 Multi-Entity Installation and configuration

Home

Installation Guide 6
Prerequisites

3. Prerequisites
OBDX pre-requisite software should be installed and available before proceeding.

For OBDX pre-requisite software setup refers document “Oracle Banking Digital Experience Installer Pre-
Requisite Setup Manual” mentioned in section 1.5 Related Information Sources.

Installer Pre-requisite verification


Post installation of OBDX Installer prerequisite software’s, verification can be done using below steps.

Note: Verification should be performed on Server where Oracle Weblogic is locally installed and by OS
user (which is owner for Oracle Weblogic home directory) for non-root steps. The same user will be used
to execute installer.

Oracle Instant client


Step 1: Login using root user.
Step 2 : Run below command to verify if Oracle Instant client is installed.
rpm –qa | grep oracle

Note: Above package verification command is specific to Oracle Linux and RHEL distributions only. For
other Linux distributions or OS please refer to OS specific package manager documentation.

Python
Step 1: Execute python –V command
python -V

Note: Ensure Python 2.7.5 supported version is installed. Above command should reflect the same.

cx_Oracle & Urwid

Step 1: Execute python command


python

Note: Ensure Python 2.7.5 version should be available in PATH variable. Above execution should be
done using Python 2.7.5.

Installation Guide 7
Prerequisites

Step 2: Import Urwid and check version


import urwid (Press Enter)
urwid.__version__

If version is displayed, then Urwid is installed and available for use.

Note: Ensure Urwid 1.3.1 supported version is installed. Above command should reflect the same.

Step 3: Similarly import cx_Oracle and check version


import cx_Oracle (Press Enter)
cx_Oracle.version

If version is displayed, then cx_Oracle is installed and available for use.

Note: Ensure cx_Oracle 5.2.1 supported version is installed. Above command should reflect the same.

Home

Installation Guide 8
Installation

4. Installation
Pre-Installation
 Install all the prerequisite software and packages mentioned above

Steps of Installation
 Download and extract the installer zip file (Base – non localization version).
 Navigate to “<OBDX INSTALLER DIR>/core/config”
 Open the “installer.properties” file to maintain key configurations for BASE ENTITY (OBDX_BU)

IMPORTANT:

 Enter the values right after the “=” sign


 DO NOT change anything to the left of the “=”
 DO NOT change any of the flag values or pre-filled values (such as DataSourceName,
DataSourceJNDI, Flag values etc) available post “Factory Shipped” section.
 Ensure there is no blank space after “=” sign

Installation Guide 9
Installation

Only below parameters should be set in installer.properties file.

Component Parameter Description Example

Enter the hostname of the


database server which would host
the database schema for OBDX
DatabaseHostName and RCU ofss310759

Enter the port number of the


DatabaseHostPort database listener 1521

Enter the Oracle Service Name for


DatabaseHostSID database instance OBDXSID

Enter the username with 'sys'


DB details (for
DB_SYS_USER privileges sys
Weblogic RCU and
OBDX schema) For OBDX schema name like
"OBDX_DEV" POST FIX is 'DEV'.
SHOULD BE IN UPPERCASE
POST_FIX ONLY. DEV

DIRECTORY_NAME Enter the directory name in which


you want the OBDX schema
tablespace datafile to be created.
OPATCH_LOG_D
Enter Logical name (i.e.
IR
DIRECTORY_NAME column) from
DBA_DIRECTORIES table NOT
the physical path.

Component Parameter Description Example

DatabaseHostNameU Enter the hostname for the UBS


BS HOST database host server ofss310759

DatabaseHostPortUB Enter the port number of the UBS


S database listener 1521

Enter the Complete OBDX-EXT


(B1A1) HostInterfaceschema
UBS DB details (to name you want installer to create
be configured only as new schema.
in-case of SCHEMA_NAME_UB SHOULD BE IN UPPERCASE
FLAVOR as UBS) S ONLY. UBSSCHEMA123

Enter the directory name in which


you want the OBDX-EXT (B1A1)
schema tablespace datafile to be
created. Enter Logical name (i.e.
DIRECTORY_NAME column) from
DIRECTORY_NAME_ DBA_DIRECTORIES table NOT
UBS the physical path. OPATCH_LOG_DIR

Installation Guide 10
Installation

Enter the username with 'sys'


DB_SYS_USER_UBS privileges sys

DatabaseHostSID_UB Enter the UBS Host database


S Service Name UBSSID

Enter the EXISTING UBS Host


UBS_SCHEMA schema name OBDXUBS

Enter the Country code for UBS


UBS_CCY HOME Branch GB

UBS_HB Enter the Branch code for


code for UBS HOME Branch AT3

Component Parameter Description Example

Middleware home path. Example


/home/obdxuser/Oracle/Middlewar
e/Oracle_Home - where you have /home/obdxuser/Or
directories like acle/Middleware/Or
MiddlewareHome wlserver,oracle_common etc. acle_Home

Path where JAVA (JDK) is /home/obdxuser/jdk1


JAVA_HOME installed 8

Path where OBDX is to be


installed. All configuration files will
be copied as a sub-directory
“config” under this directory. DO
NOT KEEP
WEBLOGIC INSTALLATION_HOM INSTALLATION_HOME AS
E MiddlewareHome. /home/obdxuser/obdx
server details
Path where OBDX Weblogic
domain should be created. Users
can now enter custom path as per /home/obdxuser/dom
DOMAIN_PATH their requirements. ains

Name of cluster; this cluster would


ClusterName have one single managed server. obdx_cluster

Host name or IP address of


managed server participating in
the cluster. Currently only single
node is supported.

ClusterMachineName
List ofss310759

Installation Guide 11
Installation

AdminServer port. It is the port to


access the administrative console
of the Weblogic server. Generally 7001
HostMachinePort
port 7001 is used as the
AdminServer port.

AdminServer SSL port. It is the


port used to securely access
(https) the administrative console
of the Weblogic server. Generally
port 7002 is used as the 7002
HostMachineSSLPort AdminServer port.

Node Manager Port. It is the port


used by Node Manager to be
configured for OBDX domain.
Generally, 5556 is utilized as Node
Manager Port. Custom ports are
NodeManagerPort supported. 5556

Managed server name. This will be


the name of the managed server
created in the cluster followed by
clip
indexes. eg- If this is set as 'clip'
managed servers would be
ManagedServerName clip1etc.

Managed Server Port. Managed


server will utilize this port for
hosting OBDX components and
ManagedServerPort associated resources. 9001

DomainName Enter Weblogic Domain name. obdx_domain1

Domain user ID. The user id will be


used to access the Weblogic
DomainUserID Administrative console. weblogic

Set the paths for the persistence


stores of the FileUpload JMS
FileUploadFileStore modules. DO NOT KEEP path as
(to be configured for INSTALLATION_HOME or as
all OBDX supported sub directory inside /scratch/obdx/
HOST) INSTALLATION_HOME. FileUpload

Set the paths for the persistence


stores of the Audit JMS modules.
AuditFileStore (to be DO NOT KEEP path as
configured for all INSTALLATION_HOME or as
OBDX supported sub directory inside
HOST) INSTALLATION_HOME. /scratch/obdx/Audit

ReportsFileStore (to Set the paths for the persistence


be configured for all stores of the Reports JMS /scratch/obdx/Repo
modules. DO NOT KEEP path as rts
OBDX supported

Installation Guide 12
Installation

HOST) INSTALLATION_HOME or as
sub directory inside
INSTALLATION_HOME.

Set the paths for the persistence


stores of the ExtSystemReceiver
ExtSystemReceiverFil JMS modules. DO NOT KEEP
eStore (to be path as INSTALLATION_HOME
configured for Third- or as sub directory inside
/scratch/obdx/Recei
party OBDX host only) INSTALLATION_HOME.
ver
Set the paths for the persistence
stores of the ExtSystemSender
ExtSystemSenderFile JMS modules. DO NOT KEEP
Store (to be path as INSTALLATION_HOME
configured for Third- or as sub directory inside
/scratch/obdx/Send
party OBDX host only) INSTALLATION_HOME.
er
Set the IP and port for UBS
JMSForeignServerUR 10.184.135.59:786
Managed server where JMS queue
are available (Specific to OBDX – 0
L (to be configured for
UBS host only) UBS flavor)

STB schema name prefix. If schema


RCU pre-fix is 'OBDX' then 'OBDX_STB'
STBSchemaPrefix would be the STB schema name. OBDX_STB

Set username for OBDX application


Admin user. USERNAME IS CASE
SENSITIVE. In-case of OUD as
provider username should be the
User ID mentioned during user
creation steps mentioned in pre-
requisite document (refer To create
OBDXAuthenticato
User and mapping it to the Group
r Admin user DBAuthUser section) superadmin
details
Enter the Email ID for OBDX [email protected]
DBAuthMailID application admin user. om

Enter the mobile number for OBDX


application admin user. COUNTRY
DBAuthPhoneNo CODE IS MUST. +911234567890

Note: Apart from above any other property values should not be modified

Ensure ORACLE_HOME, JAVA_HOME variable are set and their binaries are available in PATH variable
before proceeding.
Login with OS user which was used to perform OBDX pre-requisite software installation (or has
ownership on Oracle Weblogic home directory)
Ensure OBDX Installation home and filestore path maintained in installer.properties exists and user
running the installer has read-write permissions.
 From your terminal navigate to <OBDX INSTALLER DIR>/
 Enter the following command

Installation Guide 13
Installation

python runInstaller.py

Select the appropriate type of Installation

 OBDX Installation: This option should be used for first-time installation or for first entity only. Existing
installation should not utilize this option unless performing “Clean and Install” on already installed
environment.
 New Entity Creation: This option should be used for multi-entity installation only.

Post selection of installation type.


Select the appropriate host system for Installation

Installation Guide 14
Installation

Post selection of host system below installation mode would be available

Installation Guide 15
Installation

Mode of Installation - New Installation

 New installation
In-case of a fresh installation of OBDX with appropriate host system for the first run on server.
Below screens would appear with respective to host selected

Installation Guide 16
Installation

Universal Banking Solution (OBDX with UBS)

Select the version of UBS HOST system from available options

Post UBS HOST version selection, enter the required credentials details

Installation Guide 17
Installation

Enter below passwords:


 SYS privilege user password where OBDX schema would be created
 OBDX schema password
 OBDX STB schema password
 Weblogic console administrator user password
 SYS privilege user password where UBS host schema exists
 Existing UBS HOST schema password
 New OBDX EXT schema password
 Password for OBDX application admin user (In-case of OUD as provider, password should be
similar to one used while user creation in OUD (or User Password field))

Oracle Banking Platform (OBDX with OBP)


No additional input required. Screen is same as available in Third Party System.

Oracle Financial Services Lending and Leasing (OBDX with OFSLL)


No additional input required. Screen is same as available in Third Party System.

Installation Guide 18
Installation

Third Party System (OBDX with THP)

Post Third Party System selection, enter the required credentials details

Enter below passwords:

 SYS privilege user password where OBDX schema would be created


 OBDX schema password
 OBDX STB schema password
 Weblogic console administrator user password
 OBDX application admin user password (In-case of OUD as provider, password should similar to
one used while user creation in OUD (or User Password field))

Installation Guide 19
Installation

Mode of Installation - Clean and Install


In-case of an existing OBDX installation that you want to overwrite OR in case of a previously failed
installation user can opt for this option.

Pre-requisites
 Weblogic domain processes should be down (i.e. AdminServer, NodeManager, Managed Servers,
Derby etc)
 No open session (user should not be logged-in) with OBDX database schema (and OBDX EXT
schema in-case of OBDX UBS flavor) and RCU schema.

Key pointers
 OBDX schema (and OBDX EXT schema in-case of OBDX UBS flavor) and RCU schema would be
dropped and recreated (as per installer.properties). Tablespace would be re-used.
 Weblogic domain (as per installer.properties) would be deleted and created again.
 Installation Home would be cleaned up and all files/ sub-directories would be deleted.

Note: All input screens are similar to new installation option and as per the host system opted.

Installation Guide 20
Installation

Installation Status

After selecting the mode and entering all required details, the status is displayed (as shown below) on the
terminal to indicate the progress of the installation.

When the installation completes, the below message is displayed

Home

Installation Guide 21
Installation In Silent Mode

5. Installation In Silent Mode


This chapter describes how to run the OBDX installer in silent mode.

What is silent-mode installation?

During installation in silent mode, the installation program reads the details for your configuration from the
environment properties and installer.properties that you set for the session before beginning the
installation. The installation program does not display any configuration options during the installation
process.

Steps for Silent-Mode Installation

 Set the environment variables

Installation Guide 22
Installation In Silent Mode

Below parameters should be set in environment variables

Parameter Description
FLAVOUR Flavour for installation
‘UBS’ for Universal Banking Solution (Installation
with UBS)
MODE Mode of installation.
‘New’ in-case of a fresh installation of OBDX for
the first run on server
‘Clean’ in-case of an existing OBDX installation
that you want to overwrite OR in case of a
previously failed installation

Universal
Banking DB_SYS_PASSWORD Sys password of OBDX database (Existing)
Solution (OBDX SCHEMA_PASS Password for new schema on OBDX database
with UBS ) STBPassword Password for STB schema
DomainPassword Password for weblogic admin console
DB_SYS_PASSWORD_UBS Sys password of UBS database (Existing)
UBS_PASS Password of existing HOST UBS schema
(Existing)
SCHEMA_PASS_UBS Password for new B1A1 schema on UBS database
DBAuthPassword Password for new Admin user of the application
(In-case of OUD as provider, password should
similar to one used while user creation in OUD(or
User Password field))
FLAVOUR Flavour for installation

‘OBP’ for Oracle Banking Platform (OBDX with


OBP)‘

OBDX’ for Third Party System (OBDX with THP)

‘FLL’ for Oracle Financial Services Lending and


Oracle Banking Leasing (OBDX with OFSLL)
Platform (OBDX Mode Mode of installation.
with OBP)/
Oracle ‘New’ in-case of a fresh installation of OBDX for
Financial the first run on server
Services
Lending and ‘Clean’ in-case of an existing OBDX installation
Leasing (OBDX that you want to overwrite OR in case of a
with OFSLL) previously failed installation
/
Third Party DB_SYS_PASSWORD Sys password of OBDX database (Existing)
System (OBDX SCHEMA_PASS Password for new schema on OBDX database
with THP)
STBPassword Password for STB schema
DomainPassword Password for weblogic admin console
DBAuthPassword Password for new Admin user of the application
(In-case of OUD as provider, password should
similar to one used while user creation in OUD (or
User Password field))

Installation Guide 23
Installation In Silent Mode

Run the runInstaller.py file with ‘--silent ’ argument along with ‘--base’ option

Installation Status

After all passwords are entered, the status is displayed on the terminal to indicate the progress of the
installation.

When the installation completes, the below message is displayed

Home

Installation Guide 24
Installer Verification

6. Installer Verification
Each execution creates a new directory as <DDMonthHHMM> under <OBDX INSTALLER
DIR>/ExecInstances directory where output logs as describe are stored.

Log Description PATH

<OBDX INSTALLER DIR>/ExecInstances/<DDMonthHHMM>


Summarized Installer Activity Log /logs/obdx_installer.log

<OBDX INSTALLER DIR>/ExecInstances/<DDMonthHHMM>


Summarized Database Logs /logs/db/DB_installation.log

Detailed OBDX DB Logs per SQL <OBDX INSTALLER DIR>/ExecInstances/<DDMonthHHMM>


file /logs/db/OBDX/*

Detailed UBS DB Logs per SQL


file (specific to UBS host system <OBDX INSTALLER DIR>/ExecInstances/<DDMonthHHMM>
only) /logs/db/UBS/*

<OBDX INSTALLER DIR>/ExecInstances/<DDMonthHHMM>


RCU Logs /logs/app/obdx_stb_rcu_1600.log

<OBDX INSTALLER DIR>/ExecInstances/<DDMonthHHMM>


Weblogic Configuration Logs /logs/app/obdx_wls_post.log

Detailed policy seeding logs per <OBDX INSTALLER DIR>/ExecInstances/<DDMonthHHMM>


SQL Statement /logs/db/out.log

Detailed policy seeding logs if SQL


execution fails
Note: It will be created in case of <OBDX INSTALLER DIR>/ExecInstances/<DDMonthHHMM>
failure during execution of policies. /logs/db/error.log

<OBDX INSTALLER DIR>/ExecInstances/<DDMonthHHMM>


Policy seeding jar failure Log /logs/db/seedPolicies.log

Check all the logs for any errors.

Home

Installation Guide 25
Installer Scope

7. Installer Scope
OBDX Installer currently covers below activities:
Flavor: Third Party system (OBDX with THP)

New
Flavor Activity Detailed Activity List Installation Clean and Install

Create Tablespace √ NA

Create Schema and √ (drop and


Role √ create)
OBDX DB Setup
Grants √ √

Load DB object (DDL's


and DML's) √ √

Compile Schema √ √

RCU schema and √ (drop and


Create Domain √ create)

Create and Configure


AdminServer, Machine,
Managed Server and
OBDX Cluster √ √
(Installation
with Third Configure NodeManager √ √
Party System)
Configure JDBC √ √
Weblogic Setup and
Configure DB
Configuration
Authenticator, JMS
servers, Persistent
stores and JMS Modules √ √

Application Deployment √ √

JTA √ √

Enable Production Mode √ √

Start AdminServer and


NodeManager √ √

√ (Delete old
and copy new
OBDX Configuration
Copy Config files into from installer
OBDX Installation Home √ zip)

Installation Guide 26
Installer Scope

Flavor: Universal Banking Solution (OBDX with UBS)

New Clean and


Flavor Activity Detailed Activity List Installation Install

Create Tablespace √ NA

√ (drop and
Create Schema and Role √ create)
OBDX DB Setup
Grants √ √

Load DB object (DDL's


and DML's) √ √

Compile Schema √ √

Create Tablespace √ NA

√ (drop and
Create Schema and Role √ create)

Grants √ √
OBDX
EXTSYSTEM DB
Load DB object (DDL's
Setup
OBDX with and DML's) √ √
UBS
(Installation DB Link pointing to
with OBDX Schema √ √
Universal
Banking Compile Schema √ √
Solution)
RCU schema and Create √ (drop and
Domain √ create)

Create and Configure


AdminServer, Machine,
Managed Server and
Cluster √ √

Configure NodeManager √ √

Weblogic Setup Configure JDBC √ √


and Configuration
Configure DB
Authenticator, JMS
servers, Persistent
stores and JMS Modules √ √

Application Deployment √ √

JTA √ √

Enable Production Mode √ √

Installation Guide 27
Installer Scope

New Clean and


Flavor Activity Detailed Activity List Installation Install

Start AdminServer and


NodeManager √ √

Copy Config files into


OBDX Installation Home √ (Delete old
OBDX
and configure and copy new
Configuration
Preferences.xml (set from installer
AdapterFactories) √ zip)

Flavor: Oracle Banking Platform (OBDX with OBP)

New Clean and


Flavor Activity Detailed Activity List Installation Install

Create Tablespace √ NA

√ (drop and
Create Schema and Role √ create)
OBDX DB
Setup Grants √ √

Load DB object (DDL's and


DML's) √ √

Compile Schema √ √

RCU schema and Create √ (drop and


Domain √ create)
OBDX with
OBP Create and Configure
(Installation AdminServer, Machine,
with Oracle Managed Server and Cluster √ √
Banking
Platform) Configure NodeManager √ √

Configure JDBC √ √
Weblogic
Setup and Configure DB Authenticator,
Configuration JMS servers, Persistent stores
and JMS Modules √ √

Application Deployment √ √

JTA √ √

Enable Production Mode √ √

Start AdminServer and


NodeManager √ √


OBDX Copy Config files into OBDX √ (Delete old

Installation Guide 28
Installer Scope

New Clean and


Flavor Activity Detailed Activity List Installation Install
Configuration Installation Home and copy new
from installer
zip)

Flavor: Oracle Financial Services Lending and Leasing ( OBDX with OFSLL)

New Clean and


Flavor Activity Detailed Activity List Installation Install

Create Tablespace √ NA

√ (drop and
Create Schema and Role √ create)
OBDX DB
Setup Grants √ √

Load DB object (DDL's and


DML's) √ √

Compile Schema √ √

RCU Schema and Create √ (drop and


Domain √ create)
OBDX with
OFSLL Create and Configure
(Installation AdminServer, Machine,
with Oracle Managed Server and Cluster √ √
Financial
Services Configure NodeManager √ √
Lending
and Configure JDBC √ √
Leasing) Weblogic
Setup and Configure DB Authenticator,
Configuration JMS servers, Persistent stores
and JMS Modules √ √

Application Deployment √ √

JTA √ √

Enable Production Mode √ √

Start AdminServer and


NodeManager √ √
Copy Config files into OBDX √ (Delete old
Installation Home and configure and copy new
OBDX Preferences.xml (set from installer
Configuration AdapterFactories) √ zip)

Home

Installation Guide 29
Post Installation Steps

8. Post Installation Steps


Once Installation is successful and no errors are observed, proceed with below set of steps.

Apply JRF Template


To apply JRF template follow below steps.
 To do this, ensure that the Admin Server is running. Login to the EM (Enterprise Manager) Console
using the following URL:
http://<hostname>:<admin_port>/em

Note: EM console would be available on same hostname and port which was used for Weblogic Admin
Console for OBDX domain (created via installer), just replace the “/console” with “/em”.

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Post Installation Steps

 Enter Weblogic administrator username and password (same used for Weblogic administrator
console login)

Installation Guide 31
Post Installation Steps

Click on Sign In

 Click on the Managed Server (as highlighted below)

Note : Depending on installer.properties, Managed server will differ from above screenshot.

Installation Guide 32
Post Installation Steps

 Click on “Lock and Edit” option (as shown in screenshot).

Installation Guide 33
Post Installation Steps

You will see below screen stating the edit session confirmation

 Click on “Apply JRF Template” option (as shown in screenshot).

Installation Guide 34
Post Installation Steps

Is JRF successfully applied, you will get below Confirmation.

 Click on “Activates Changes” option (as shown in screenshot).

Installation Guide 35
Post Installation Steps

Post activation you will receive below Confirmation.

Configure User Lockout attributes in Weblogic

The User Lockout attributes in Weblogic under Home>Security Realms>myrealm need to be in sync with the
Password Policy Maintained in LDAP or DBAuthenticator.In case of DBAuthenticator it has to be in sync with
Password Policy Maintenance in OBDX.
Check for below values & change accordingly.

1]Lockout Threshold : It should be equal to Invalid attempts of Password Policy Maintenance.


2]Lockout Duration : It should be equal to property under prop_id "USER_LOCK_PERIOD" maintained in
DIGX_FW_CONFIG_ALL_B table.

In case of OUD or other LDAP it needs to be sync with the Password Policy configured in LDAP. For e.g.: Refer to
below values configured in OUD.

Installation Guide 36
Post Installation Steps

Once the values are available, make appropriate change in respective highlighted configuration.

Save and Activate Changes


Restart AdminServer

OBDX Application logging

To enable OBDX activation logging make below change to logging.xml present at


${domain.home}/config/fmwconfig/servers/${ManagedServer}.

Open logging.xml and make a new entry under <log_handlers> tag using below code template:

<log_handler name='obdx-handler' level='<LOGLEVEL>'


class='oracle.core.ojdl.logging.ODLHandlerFactory'>
<property name='path' value='<path for OBDX log>/<OBDX log filename>' />

Installation Guide 37
Post Installation Steps

<property name='maxFileSize' value='<The maximum size in bytes for each log file>' />
<property name='maxLogSize' value='<The maximum size in bytes for the entire log>' />
<property name='encoding' value='<encoding>' />
<property name='useThreadName' value='true' />
<property name='supplementalAttributes' value=’<supplementalAttributes>' />
</log_handler>

Below is a sample implementation for log_handlers file.

<log_handler name='obdx-handler' level='ERROR' class='oracle.core.ojdl.logging.ODLHandlerFactory'>


<property name='path' value='${domain.home}/servers/${weblogic.Name}/logs/obdx.log' />
<property name='maxFileSize' value='10485760' />
<property name='maxLogSize' value='104857600' />
<property name='encoding' value='UTF-8' />
<property name='useThreadName' value='true' />
<property name='supplementalAttributes'
value='J2EE_APP.name,J2EE_MODULE.name,WEBSERVICE.name,WEBSERVICE_PORT.name,compos
ite_instance_id,component_instance_id,composite_name,component_name' />
</log_handler>

Add loggers under <loggers> tag using below template:

<logger name='com.ofss' level='ERROR' useParentHandlers='false'>


<handler name='obdx-handler' />
</logger>
<logger name='#BANKCODE#.com.ofss' level='ERROR' useParentHandlers='false'>
<handler name='obdx-handler' />
</logger>

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Post Installation Steps

Note: Replace the #BANKCODE# with bank code.

Below is a sample implementation for loggers file

<logger name='com.ofss' level='ERROR' useParentHandlers='false'>


<handler name='obdx-handler' />
</logger>
<logger name='000.com.ofss' level='ERROR' useParentHandlers='false'>
<handler name='obdx-handler' />
</logger>

Eclipselink logging
To modify eclipselink logging make changes in <INSTALLATION_HOME>\config\META-
INF\persistence.xml using below link :
https://wiki.eclipse.org/EclipseLink/Examples/JPA/Logging

Installation Guide 39
Post Installation Steps

Change logging level during runtime


To change OBDX application logging level at runtime (when OBDX application is up and running) do following steps.

To do this, ensure that the Admin Server is running. Login to the EM (Enterprise Manager) Console using the
following URL:
http://<hostname>:<admin_port>/em

Note: EM console would be available on same hostname and port which was used for Weblogic Admin
Console for OBDX domain (created via installer), just replace the “/console” with “/em”.

Installation Guide 40
Post Installation Steps

 Click on obdx-server

Note : Depending on installer.properties, Managed server will differ from above screenshot.

Installation Guide 41
Post Installation Steps

 In Weblogic Domain menu click on Logs -> Logs Configurations

 Select the logger and change the logging level and then click on apply.

Installation Guide 42
Post Installation Steps

Note : Logger name should be defined in logging.xml.

Universal Banking Solution (OBDX with UBS)

If during installer execution Universal Banking Solution (OBDX with UBS) is selected, then below steps
needs to be done manually.

Foreign Server
 Login into Weblogic Admin console (OBDX domain created using installer) and Browse to Summary
of JMS Modules > UBSSystemModule (as shown below)

Installation Guide 43
Post Installation Steps

Installation Guide 44
Post Installation Steps

 Click on UBSForeignServer

 Click on Lock & Edit

Installation Guide 45
Post Installation Steps

Set below configurations with:

JNDI Connection URL – UBS HOST Weblogic t3 URL for Managed server (where
NOTIFY_DEST_QUEUE and NOTIFY_DEST_QUEUE_FCDB are mapped)
JNDI Properties Credential – Password for username set in JNDI properties

Confirm JNDI Properties Credential – Confirm password for username set in JNDI properties

JNDI Properties – Value to be set as “java.naming.security.principal=<username>”, where


username is the login user of UBS Weblogic Admin Console (user which created the primary local
queues for UBS).

 Click on Save

Installation Guide 46
Post Installation Steps

 Click on Activate Changes

Installation Guide 47
Post Installation Steps

Deployment of notification MDB application

Before deployment of obdx.externalsystem.ubs.notification.mdb.ear application, kindly perform below


steps:
 Open the obdx.externalsystem.ubs.notification.mdb.ear (EAR file is available <OBDX INSTALLER
DIR>/installables/app/components/ubs/deploy/obdx.externalsystem.ubs.notification.mdb.ear) using
any archiving tools (i.e.: 7-zip)

 Double click on com.ofss.extsystem.ubs.notification.jar

 Open the wsconfig.properties to edit

Installation Guide 48
Post Installation Steps

 Change the URL for AlertProcessorService.url and FileProcessedNotifProcessorService.url (Note


the hostname and port should be of OBDX managed server created by installer)

Installation Guide 49
Post Installation Steps

 Save changes.
 Click OK.

Installation Guide 50
Post Installation Steps

 Navigate back to obdx.externalsystem.ubs.notification.mdb.ear

 Click OK

Installation Guide 51
Post Installation Steps

Deploy the updated obdx.externalsystem.ubs.notification.mdb.ear using below steps.

 Login into Weblogic Admin Console (OBDX domain created using installer) and navigate to
Deployments

 Click Lock & Edit

Installation Guide 52
Post Installation Steps

 Click on Install

 Click on Upload your file(s)

Installation Guide 53
Post Installation Steps

 Click on Choose File

 Navigate to customized obdx.externalsystem.ubs.notification.mdb.ear and click Open

 Click Next

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Post Installation Steps

 Click Next

Installation Guide 55
Post Installation Steps

 Select “Install this deployment as an application” and click Next

 Select Cluster as target and click Next

Installation Guide 56
Post Installation Steps

 Click Next

 Click Finish.

Installation Guide 57
Post Installation Steps

 Click Save.

 Click Activate Changes

Installation Guide 58
Post Installation Steps

Fileupload with UBS


Refer below document for File upload configuration with UBS
Oracle Banking Digital Experience File Upload Report Configuration

Origination with UBS


Refer below document (section 5 and 6) for enabling Origination with UBS
Oracle Banking Digital Experience UBS Origination Setup and Configuration

OBDX with OBP Base (Installation with Oracle Banking Platform)


Refer below document (section 5.2 OUD configurations in OBP) for User Authentication required for
integration with OBP
Oracle Banking Digital Experience OBP Base Setup and Configuration

OBDX US LZN with OBP US LZN (Installation with Oracle Banking Platform US LZN)
Once OBP Base setup and configuration is complete, refer below document to apply LZN Installer
required for integration with OBP 2.5.0.2 US LZN.
Oracle Banking Digital Experience OBP US LZN Setup and Configuration

OBDX with OFSLL (Installation with Oracle Services Lending and Leasing)

Installation Guide 59
Post Installation Steps

Refer below document for OFSLL Installer required for integration with OFSLL
Oracle Banking Digital Experience OFSLL Setup Configuration
OFSLL supports social media integration. Refer Oracle Banking Digital Experience Origination Social
Media Integration document.

OHS

OHS server needs to be configured for all FLAVOR’s as a mandatory activity.


To configure OHS server follow steps mentioned in below document before proceeding further.

Oracle Banking Digital Experience OHS User Interface Configuration

Home

Installation Guide 60
Configuring the Connector Credential Store

9. Configuring the Connector Credential Store


This step is required to setup the encryption key required for encryption of certain sensitive data within
the OBDX application.
For more information, refer the Oracle Banking Digital Experience Connector Credential Store
Guide.docx

Installation Guide 61
OBDX Product Verification

10. OBDX Product Verification


Start managed server and verify all deployed applications are in Active state (as shown below).

To login into application, new user needs to be created (if not already done) in OUD refer section
Creating the Attributes, Object Class, Users, Groups and Adding Optional Attributes on LDAP Server of
document “Oracle Banking Digital Experience Installer Pre-Requisite Setup Manual” mentioned in section
1.5 Related Information Sources.

To verify the installation, launch below URL

http://<OHS server ip or hostname>:<OHS port>

Check if the page loads successfully.

Installation Guide 62
OBDX Product Verification

Day1 Configuration

Universal Banking Solution (OBDX with UBS)

Refer below document (Section 3. System Configuration) for Day1 configuration required for integration
with UBS

Oracle Banking Digital Experience System Configuration

Once day1 is completed, application is available for end-user transactions.

Note: Post Day1 restart of Managed server is mandatory

Third Party System (OBDX with THP)

Refer below document (Section 5. System Configuration – Host System as Third Party) for Day1
configuration required for integration with Third-party System

Oracle Banking Digital Experience System Configuration

Once day1 is completed, application is available for end-user transactions.

Note: Post Day1 restart of Managed server is mandatory

Oracle Banking Platform (OBDX with OBP)

Refer below document (Section 4 System Configuration – Host System as OBP Base and US LZN) for
Day1 configuration required for integration with OBP

Installation Guide 63
OBDX Product Verification

Oracle Banking Digital Experience System Configuration

Once day1 is completed, application is available for end-user transactions.

Note: Post Day1 restart of Managed server is mandatory

Oracle Banking Platform US LZN (OBDX with OBP US LZN)

Refer below document (Section 4 System Configuration – Host System as OBP Base and US LZN) for
Day1 configuration required for integration

Oracle Banking Digital Experience System Configuration

Once day1 is completed, application is available for end-user transactions.

Note: Post Day1 restart of Managed server is mandatory

Oracle Financial Services Lending and Leasing ( OBDX with OFSLL)

Refer below document (section 5.1 System Configuration) for Day1 configuration required for integration
with OFSLL

Oracle Banking Digital Experience OFSLL Setup Configuration

Once day1 is completed, application is available for end-user transactions.

Note: Post Day1 restart of Managed server is mandatory

Chat Bot Configuration:

Refer below document for Chat Bot configuration.


Oracle Banking Digital Experience Chatbot Configuration

Mobile Application Builder:

Refer below documents for Mobile Applications build and setup.


Oracle Banking Digital Experience Mobile Application Builder-Android
Oracle Banking Digital Experience Mobile Application Builder-iOS

Home

Installation Guide 64
Configuration for OUD/OAM

11. Configuration for OUD/OAM


In-case installation needs to be done using OUD/ OAM provider, below steps needs to be performed
manually.

Weblogic configuration

 REST EAR deployment:


Undeploy obdx.app.rest.idm from deployments.
Deploy obdx.app.rest from Installer zip (<OBDX INSTALLER DIR>
\installables\app\components\obdx\deploy\).

 Security Realms

To configure your own Oracle LDAP to use instead of the default embedded LDAP, which comes with
Oracle Weblogic Server.

 To do this, ensure that the Admin Server is running. Login to the Weblogic Console for OBDX
domain (created by Installer) using the following URL:
http://<hostname>:<admin_port>/console
 Now, go to Security Realms > myrealm > Providers

 Now click on “Lock & Edit” in order to edit the details.


 Delete the following authenticators under providers->authenticators:
DBAuthenticator

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Configuration for OUD/OAM

SQLAuth

 Click on ‘DefaultAuthenticator” provider and change the Control Flag to SUFFICIENT

Installation Guide 66
Configuration for OUD/OAM

 Click on Save button to save the changes

 Navigate Back to Security Realms > myrealm > Providers

Installation Guide 67
Configuration for OUD/OAM

 Now, click on New and enter the below details and click Save.
Name : OUDAuthenticator
Type : IPlanetAuthenticator

 Click on OK Button.

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Configuration for OUD/OAM

Now Click on OUDAuthenticator and select Control Flag as “SUFFICIENT”

 Click on Save Button.

Installation Guide 69
Configuration for OUD/OAM

 Now under Provider Specific tab set the details of LDAP where the server should point. Refer to the
following table for more information:

Property Value

Host This is the LDAP Server (OUD) Hostname

Port This is the LDAP Server (OUD) Port. E.g. 1389

Principal This is the Administrator Account name. E.g.


cn=orcladmin

Credential This is the Administrator Account password.

Confirm Credential Confirm the Administrator Account password.

UserBase DN This is the OUD user search base


For e.g.: cn=Users, dc=in,dc=oracle,dc=com

GroupBase DN This is the OUD group search base


For e.g.: cn=Groups, dc=in,dc=oracle,dc=com

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Configuration for OUD/OAM

 Click on Save to update the changes.


 Navigate Back to Security Realms > myrealm > Providers

Installation Guide 71
Configuration for OUD/OAM

 Now, click on New and enter the below details and click Save.
Name : OAMIdentityAsserter
Type : OAMIdentityAsserter

 Click on OK Button.

Installation Guide 72
Configuration for OUD/OAM

 Click on Reorder Button.

 Reorder the providers so that LDAP Provider (OUDAuthenticator) gets highest priority followed by
OAMIdentityAsserter, OBDXJWT, DefaultAuthenticator, DefaultIdentityAsserter.

Installation Guide 73
Configuration for OUD/OAM

 Click on OK Button.

 Click on Activate Changes to apply the changes.

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Configuration for OUD/OAM

 Now go to the <DOMAIN_PATH>/<DOMAIN_NAME>/config/fmwconfig/


 Open jps-config.xml

Replace the line: <serviceInstanceRef ref="idstore.custom"/>

With <serviceInstanceRef ref="idstore.ldap"/>

Installation Guide 75
Configuration for OUD/OAM

 Now Shutdown the Admin server.


 Now, again start the Admin Server using the command,
<DOMAIN_PATH>/<DOMAIN_NAME>/bin/startWeblogic.sh

 Run the following script into OBDX Schema:

update DIGX_FW_CONFIG_ALL_B set


prop_value='com.ofss.digx.app.sms.adapter.impl.user.OUDUserAdapterFactory' where
PROP_ID='USER_MANAGEMENT_ADAPTER_FACTORY' and
CATEGORY_ID='adapterfactoryconfig'; commit;

 Restart Managed Server

Installation Guide 76
Configuration for OUD/OAM

Verification
Post Admin and Managed Servers restart, login into Admin Console and browse to Security Realms >
myrealm > Users and Groups.
Under Users tab additional LDAP users would be populated and additional LDAP groups can be seen
under Groups tab.

Home

Installation Guide 77
Multi Entity

12. Multi Entity

To add entity to existing OBDX with supported host system follow below steps.

 Add entity through OBDX Web application, using User Manual Oracle Banking Digital Experience
System Configuration User Manual

 Run OBDX installer

Ensure that managed server should be down and admin server should be running.

Ensure ORACLE_HOME, JAVA_HOME variable are set and their binaries are available in PATH
variable before proceeding.
Login with OS user which was used to perform OBDX software installation (or has ownership on
Oracle Weblogic home directory)
Ensure OBDX Installation home and filestore path maintained in installer.properties exists and user
running the installer has read-write permissions.
 From your terminal navigate to <OBDX INSTALLER DIR>
 Enter the following command
python runInstaller.py

Select installation type as ‘New Entity Creation’

Installation Guide 78
Multi Entity

Below screen will appear after selecting add entity

Enter below information:

 Entity code which has been added from screen


 OBDX schema password

If an entity code belongs to UBS host following screen will appear:

Installation Guide 79
Multi Entity

Enter below details:

 Hostname of the UBS database host server


 Port of the UBS database host server
 UBS Host database Service Name
 Oracle directory name in which you want the database datafile (dbf) to be created. Enter only the
name NOT the path.
 Username with 'sys' privileges
 SYS privilege user password where UBS schema would be created
 Weblogic console administrator user password

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Multi Entity

Enter below details:

 EXISTING UBS Host schema name


 Password for EXISTING UBS schema
 Complete UBS B1A1 (HostInterface) schema name you want installer to create as new schema
 Password for New UBS schema
 Country Code of entity branch

Installation Guide 81
Multi Entity

Installation Status in case of UBS

After entering all required details, the status is displayed (as shown below) on the terminal to indicate the
progress of the installation.

When the installation completes, the below message is displayed

Installation Status in case of other hosts

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Multi Entity

After entering all required details (Entity code and OBDX schema password), the status is displayed (as
shown below) on the terminal to indicate the progress of the installation.

Home

Installation Guide 83
Multi-entity installation In Silent Mode

13. Multi-entity installation In Silent Mode


This chapter describes how to run the OBDX installer for add entity in silent mode.

Ensure that managed server should be down and admin server should be running.

Ensure ORACLE_HOME, JAVA_HOME variable are set and their binaries are available in PATH
variable before proceeding.
Login with OS user which was used to perform OBDX software installation (or has ownership on
Oracle Weblogic home directory)
Steps for Silent-Mode Installation

 Set the environment variables

Installation Guide 84
Multi-entity installation In Silent Mode

Below parameters should be set in environment variables

Parameter Description
Entity_Code Entity code which has been entered from
screen
SCHEMA_PASS Password for existing schema on OBDX
database
ENTITY_UBS_HOSTNAME Hostname of the UBS database host
server
ENTITY_UBS_PORT Port of the UBS database host server
ENTITY_UBS_SID UBS Host database SID or Service Name
ENTITY_DIRECTORY_NAME_UBS Oracle Directory name in which you want
the UBS B1A1 (HostInterface) schema
Add entity with datafile (dbf).
UBS (Installation Enter only the name and NOT the path
with Universal
ENTITY_SYS_USER username with 'sys' privileges
Banking Solution)
ENTITY_SYS_PASS
ENTITY_NEW_SCHEMA_NAME Complete UBS B1A1 (HostInterface)
schema name you want installer to create
as new schema.
ENTITY_NEW_SCHEMA_PASS Password for new B1A1 schema on UBS
database
ENTITY_UBS_SCHEMA EXISTING UBS Host schema name
ENTITY_UBS_SCHEMA_PASS Password of existing HOST UBS schema
(Existing)
ENTITY_DomainPassword Password for weblogic admin console
ENTITY_UBS_CCY Country Code for entity home branch
Entity_Code Entity code which has been entered from
Add entity with screen
other hosts
SCHEMA_PASS Password for existing schema on OBDX
database

 Run the runInstaller.py file with ‘--silent ’ argument along with ‘--addEntity’

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Multi-entity installation In Silent Mode

Installation Status in case of UBS

After entering all required details, the status is displayed (as shown below) on the terminal to indicate the
progress of the installation.

When the installation completes, the below message is displayed

Installation Status in case of other hosts

After entering all required details, the status is displayed (as shown below) on the terminal to indicate the
progress of the installation.

Home

Installation Guide 86
OBDX Product Security

14. OBDX Product Security


Refer below document for OBDX product security configuration
Oracle Banking Digital Experience Security Guide

Home

Installation Guide 87
Troubleshoot Overview

15. Troubleshoot Overview


This section describes how to troubleshoot OBDX setup.

Invalid database password


This topic contains troubleshooting information if you receive an error when attempting to connect to the
database server.

If you get the following error:

Try one of the following:


 Verify that the database is running.
 Check Network connectivity between Weblogic Server and Database server.
 Check the database configuration in installer.properties file
 Verify that the entered password is correct.

cx_oracle module

This topic contains troubleshooting information about problems with cx_Oracle python module.

If you get the following error:

Execute the below command:


export LD_LIBRARY_PATH=/usr/lib/oracle/12.2/client64/lib:$ LD_LIBRARY_PATH

Installation Guide 88
Troubleshoot Overview

Failed Database Scripts


This topic contains troubleshooting information in case of database script failures.

If you get the following error in DB_installation.log:

Check the detailed log of the failed SQL file at <OBDX INSTALLER
DIR>/ExecInstances/<DDMonthHHMM> /logs/db folder.

Failure of Policy Seeding


This topic contains troubleshooting information if policy seeding fails during installation.

If you get the following error:

Installation Guide 89
Troubleshoot Overview

Try one of the following:


 Check if error.log is created on following path <OBDX INSTALLER
DIR>/ExecInstances/<DDMonthHHMM>/logs/db/error.log. This log contains runtime SQL execution
errors.
 If the above mentioned file does not exist, then check the seedPolicies.log on <OBDX INSTALLER
DIR>/ExecInstances/<DDMonthHHMM>/logs/db/seedPolicies.log. This log file contains errors
generated during execution of the seed policies jar.

Fix the problem by following below steps:


 Login to OBDX installer server
 Browse to <OBDX INSTALLER DIR>\installables\policies
 Run below command manually
java -jar SeedPolicies.jar "Clip.csv,Admin.csv" "CLIP,ADMIN" "<Directory where logs needs to be
created>" "INS-oracle.jdbc.OracleDriver,<OBDX Schema name>,<OBDX Schema

Installation Guide 90
Troubleshoot Overview

password>,jdbc:oracle:thin:@<OBDX DB hostname or IP>:<OBDX DB listener port>/<OBDX Service


Name>"
for e.g.:
java -jar SeedPolicies.jar "Clip.csv,Admin.csv" "CLIP,ADMIN" "/tmp/" "INS-
oracle.jdbc.OracleDriver,OBDX_THP181,Welcome#1,jdbc:oracle:thin:@10.44.169.255:1521/OBDX"
 Post successfully execution, restart Managed server.

Home

Installation Guide 91

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