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Sybase Version 2.2 manual PATRIOTcompliance Solution overview

Models: Version 2.2

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PATRIOTcompliance Solution overview

PATRIOTcompliance Solution overview

The Sybase PATRIOTcompliance Solution allows financial institutions to automate name filtering, intra-day and historical transaction filtering, and enterprise wide customer activity monitoring to meet the requirements of the USA PATRIOT (Uniting and Strengthening America by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism) legislation.

The PATRIOTcompliance Starter Kit provides the infrastructure components needed for the Sybase PATRIOTcompliance Solution, including:

•New Era of Networks Business Process Integration (BPI) Suite

•New Era of Networks Adapter for Flat Files

•Sybase Enterprise Portal

•TightLink CIS

The PATRIOTcompliance Solution templates allow the installation and configuration of the separate products into a single solution. These templates include metadata to assemble the products, application server components, and database stored procedures to perform complex, highly-specialized functions.

2	PATRIOTcompliance Starter Kit

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Sybase Version 2.2 manual PATRIOTcompliance Solution overview

Contents

Version PATRIOTcompliance SolutionUpgrade Guide DOCUMENT ID DC00148-01-0220-01 Contents About This BookCHAPTER CHAPTERContents PATRIOTcompliance Starter KitAbout This Book font 2 Click MySybase and create a MySybase profileIntroduction C H A P T E RPATRIOTcompliance Solution overview PATRIOTcompliance Solution overviewC H A P T E R 2 Upgrading to version PATRIOTcompliance SolutionHeading PageOverview Issues addressed in this releaseOverview PATRIOTdbConnection, PortalInterfaceCache, and CHAPTER 2 Upgrading to versionDescription Overview Contents of the 2.2 releasePATRIOT% JAGUAR%\java\classes\com\sybase\patriotact\filter Verifying system environment variables JAGUAR%\html\classes\com\sybase\ep\portalinterface\tasksJAGUAR%\Repository\IDL\com\sybase\patriotact\filter Solaris example JAGUAR=/software/sybase/EAServerUpgrading the PATRIOT database Upgrading the PATRIOT databaseWindows example JAVAHOME=$JAGUAR\shared\sun\jdk\jdk.3 $PATRIOT/release2.2/database directoryModifying PATRIOT connection caches $PATRIOT/release2.2/database directoryPATRIOT%\release2.2\database directory Executing the upgrade script2 Expand Jaguar Manager Connection Caches 3 Right-click PATRIOTdbConnection, choose Connection Cache Properties1 Right-click epSearchCache and select Connection Cache Properties Upgrading the PATRIOT databaseUpgrading Process Server process definitions SYBASE%\ProcessServer-39\bin\edl . This overwrites the set of39\bin\edl directory $SYBASE/ProcessServer-39/bin/edlUpgrading formats Importing the new formatsUpgrading formats custcomp.exp stdcustrecformats.exp stdcustrecformatscomp.exp4 Expand Jaguar Manager Servers Jaguar Installed Services Upgrading EAServer componentsto the $SYBASE/nnsy/formats directory 2 Expand Jaguar Manager Packages1 Expand Jaguar Manager Servers Jaguar Installed Packages Upgrading EAServer components7 Expand Jaguar Manager Servers Jaguar and select Shutdown PATRIOT%\Release2.2\jaguar Windows $PATRIOT/Release2.2/jaguar Solaris8 Select CtsServicesGeneric Service, click Add, then click Install 7 From the Available IDL Interfaces drop down box, choose CtsServices2 Right-click PatriotAct, choose New Component 4 In the Component name box, type Scheduler, click Finish1 Expand Servers Jaguar Installed Packages PatriotAct Generate StubsCompile Java Stubs 4 Click GenerateUpdating the filter properties file 3 Click GenerateCHAPTER 2 Upgrading to version Compile Java StubsSetting the PATRIOTAct component properties 2 Right-click Controller, choose Component PropertiesSet the Run As Identity property to system Set the Mapped to Jaguar Identity property to system1 Right-click Loader, choose Component Properties 1 Right-click NightlyFilter, choose Component Properties1 Right-click Scheduler, choose Component Properties CHAPTER 2 Upgrading to versionConfiguring Portlets Configuring Portlets1 Right-click TableClean, choose Component Properties 2 Extract onelogin.zip into $JAGUARInstalling updated portlets 3 Back up $JAGUAR/html/classes/portalinterface.properties6 Save the portalinterface.properties file Copy the *.pz files from %PATRIOT%\portlets to$JAGUAR/html/classes/com/sybase/ilab/pi/security/services Creating directories for the class files4 Select Import Portlet from Archive and press ENTER 5 Select Import Archived Portlets and then press ENTERInstalling the Account Management portlet PATRIOT%\Portlets\PatAcctManagementPortlet.pz toChange to the %SYBASE%\PortalInterface-25\bin directory Change to the %JAGUAR%\html\classes\com\sybase\ilab\pi\pim\tasksVerifying the Account Management portlet deployment Configuring Portlets4 Select Import Portlet from Archive and press ENTER 5 Select Import Archived Portlets and then press ENTERiiop//yourhostyourport Setting up Account Management for the pacuserCHAPTER 2 Upgrading to version Configuring Portlets Verifying deployment of the new and updated portletsCreating the Account Management portlet for pacuser Setting up the new portlets for pacuser CHAPTER 2 Upgrading to versionCreating portlet pages for pacuser Configuring PortletsIndex Index Upgrade Guide IndexIndex PATRIOTcompliance Starter Kit