Oracle Banking Digital Experience Installation Guide
Oracle Banking Digital Experience Installation Guide
Oracle Banking Digital Experience Installation Guide
Experience
Installation Guide
Release 18.1.0.0.0
January 2018
Installation Guide
January 2018
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their
respective owners.
U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs
installed on the hardware, and/or documentation, delivered to U.S. Government end users are “commercial computer
software” pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such,
use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated
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
personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all
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.
This software and related documentation are provided under a license agreement containing restrictions on use and
disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or
allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit,
perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of
this software, unless required by law for interoperability, is prohibited.
The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any
errors, please report them to us in writing.
This software or hardware and documentation may provide access to or information on content, products and services from
third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind
with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for
any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.
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
1. Preface
1.1 Intended Audience
This document is intended for the following audience:
Customers
Partners
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
Installation Guide 4
Preface
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.
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.
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.
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
Note: Ensure Urwid 1.3.1 supported version is installed. Above command should reflect the same.
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:
Installation Guide 9
Installation
Installation Guide 10
Installation
ClusterMachineName
List ofss310759
Installation Guide 11
Installation
Installation Guide 12
Installation
HOST) INSTALLATION_HOME or as
sub directory inside
INSTALLATION_HOME.
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
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.
Installation Guide 14
Installation
Installation Guide 15
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
Post UBS HOST version selection, enter the required credentials details
Installation Guide 17
Installation
Installation Guide 18
Installation
Post Third Party System selection, enter the required credentials details
Installation Guide 19
Installation
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.
Home
Installation Guide 21
Installation In Silent Mode
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.
Installation Guide 22
Installation In Silent Mode
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
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.
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.
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
Compile Schema √ √
Application Deployment √ √
JTA √ √
√ (Delete old
and copy new
OBDX Configuration
Copy Config files into from installer
OBDX Installation Home √ zip)
Installation Guide 26
Installer Scope
Create Tablespace √ NA
√ (drop and
Create Schema and Role √ create)
OBDX DB Setup
Grants √ √
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)
Configure NodeManager √ √
Application Deployment √ √
JTA √ √
Installation Guide 27
Installer Scope
Create Tablespace √ NA
√ (drop and
Create Schema and Role √ create)
OBDX DB
Setup Grants √ √
Compile Schema √ √
Configure JDBC √ √
Weblogic
Setup and Configure DB Authenticator,
Configuration JMS servers, Persistent stores
and JMS Modules √ √
Application Deployment √ √
JTA √ √
√
OBDX Copy Config files into OBDX √ (Delete old
Installation Guide 28
Installer Scope
Flavor: Oracle Financial Services Lending and Leasing ( OBDX with OFSLL)
Create Tablespace √ NA
√ (drop and
Create Schema and Role √ create)
OBDX DB
Setup Grants √ √
Compile Schema √ √
Application Deployment √ √
JTA √ √
Home
Installation Guide 29
Post Installation Steps
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 30
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
Note : Depending on installer.properties, Managed server will differ from above screenshot.
Installation Guide 32
Post Installation Steps
Installation Guide 33
Post Installation Steps
You will see below screen stating the edit session confirmation
Installation Guide 34
Post Installation Steps
Installation Guide 35
Post Installation Steps
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.
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.
Open logging.xml and make a new entry under <log_handlers> tag using below code template:
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>
Installation Guide 38
Post Installation Steps
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
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
Select the logger and change the logging level and then click on apply.
Installation Guide 42
Post Installation Steps
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
Installation Guide 45
Post Installation Steps
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
Click on Save
Installation Guide 46
Post Installation Steps
Installation Guide 47
Post Installation Steps
Installation Guide 48
Post Installation Steps
Installation Guide 49
Post Installation Steps
Save changes.
Click OK.
Installation Guide 50
Post Installation Steps
Click OK
Installation Guide 51
Post Installation Steps
Login into Weblogic Admin Console (OBDX domain created using installer) and navigate to
Deployments
Installation Guide 52
Post Installation Steps
Click on Install
Installation Guide 53
Post Installation Steps
Click Next
Installation Guide 54
Post Installation Steps
Click Next
Installation Guide 55
Post Installation Steps
Installation Guide 56
Post Installation Steps
Click Next
Click Finish.
Installation Guide 57
Post Installation Steps
Click Save.
Installation Guide 58
Post Installation Steps
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
Home
Installation Guide 60
Configuring the Connector Credential Store
Installation Guide 61
OBDX Product Verification
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.
Installation Guide 62
OBDX Product Verification
Day1 Configuration
Refer below document (Section 3. System Configuration) for Day1 configuration required for integration
with UBS
Refer below document (Section 5. System Configuration – Host System as Third Party) for Day1
configuration required for integration with Third-party System
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
Refer below document (Section 4 System Configuration – Host System as OBP Base and US LZN) for
Day1 configuration required for integration
Refer below document (section 5.1 System Configuration) for Day1 configuration required for integration
with OFSLL
Home
Installation Guide 64
Configuration for OUD/OAM
Weblogic configuration
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
Installation Guide 65
Configuration for OUD/OAM
SQLAuth
Installation Guide 66
Configuration for OUD/OAM
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.
Installation Guide 68
Configuration for OUD/OAM
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
Installation Guide 70
Configuration for OUD/OAM
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
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.
Installation Guide 74
Configuration for OUD/OAM
Installation Guide 75
Configuration for OUD/OAM
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
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
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
Installation Guide 78
Multi Entity
Installation Guide 79
Multi Entity
Installation Guide 80
Multi Entity
Installation Guide 81
Multi Entity
After entering all required details, the status is displayed (as shown below) on the terminal to indicate the
progress of the installation.
Installation Guide 82
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
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
Installation Guide 84
Multi-entity installation In Silent Mode
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’
Installation Guide 85
Multi-entity installation In Silent Mode
After entering all required details, the status is displayed (as shown below) on the terminal to indicate the
progress of the installation.
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
Home
Installation Guide 87
Troubleshoot Overview
cx_oracle module
This topic contains troubleshooting information about problems with cx_Oracle python module.
Installation Guide 88
Troubleshoot Overview
Check the detailed log of the failed SQL file at <OBDX INSTALLER
DIR>/ExecInstances/<DDMonthHHMM> /logs/db folder.
Installation Guide 89
Troubleshoot Overview
Installation Guide 90
Troubleshoot Overview
Home
Installation Guide 91