Installation Instructions for Hot Fix D60006

Linux for x64


Hot fix D60006 addresses the issue(s) in SAS Enterprise Case Management 2.3 on Linux for x64 as documented in the Issue(s) Addressed section of the hot fix download page:

http://ftp.sas.com/techsup/download/hotfix/HF2/D60.html#D60006


D60006 is a "container" hot fix that contains the following "member" hot fixes which will update the software components as indicated. See the Container Hot Fixes section in the Maintenance Install Tool (MIT) Usage Guide for more information about container hot fixes.

D59006 for SAS Enterprise Case Management Mid-Tier 2.3
D58006 for SAS Enterprise Case Management Server 2.3

Before applying this hot fix, follow the instructions in SAS Note 35968 to generate a SAS Deployment Registry report, then verify that the appropriate product releases are installed on your system. The software components and release numbers should match the list of software components updated by the individual hot fix installers.


IMPORTANT NOTES

  1. Files delivered in this hot fix will be backed up during the installation process. However, it is good general practice to back up your system before applying updates to software.

  2. You must have Administrator Privileges on your CLIENT or SERVER machine.

  3. All currently active SAS sessions, daemons, spawners and servers must be terminated before applying this hot fix.

  4. This hot fix should be installed using the same userid who performed the initial software installation.


INSTALLATION

This hot fix must be installed on each machine where the updated components of the product, listed above, are installed. The installation process will determine which components of SAS Enterprise Case Management 2.3 are installed on each machine, and apply the appropriate updates.

If the updated components of this product are installed on multiple operating systems, you must download the hot fix for the appropriate operating system(s) and follow the installation instructions provided to complete the deployment of this hot fix.

The installer downloaded is D60006la.bin.

When downloading SAS 9.2 hot fix packages, you must choose to Save the hot fix to disk, then execute the install from the saved location. Attempting to install a hot fix directly from the download page results in the error documented in SAS Note 37104.

To install the hot fix:

1. Verify that the installation binary has execute permission. If it does not, use the chmod command to make it executable.

$> chmod 755 D60006la.bin
2. Set your $DISPLAY environment variable
export DISPLAY=<your_node_name>:0
3. Execute D60006la.bin
<path_to_downloaded_file>/D60006la.bin
    For example:
./D60006la.bin

This will initiate the installation wizard, which will guide you through the hot fix installation process. During the installation you will be prompted for the SASHOME location to be updated. You should provide the path to the top level SAS directory where the deploymntreg directory exists.

See the Maintenance Install Tool (MIT) Usage Guide for more details on the installation of hot fixes.


The content of this hot fix is listed in the hot fix manifest.


This completes the installation of D60006. You must perform any "Post-Installation Instructions" documented below to successfully complete the deployment of this hot fix.


POST-INSTALLATION INSTRUCTIONS

For each product installed, click the link to be redirected to post-installation instructions.

D59006 for SAS Enterprise Case Management Mid-Tier 2.3
D58006 for SAS Enterprise Case Management Server 2.3


D59006 for SAS Enterprise Case Management Mid-Tier 2.3

Step 1: Re-build Web Application

In order for this step to execute correctly, the Metadata Server must be running.

1.1 Invoke the SAS Deployment Manager 9.2

From the SASDeploymentManager directory launch config.sh.
SAS Deployment Manager is installed in the following default location:
<SASHOME>/SASDeploymentManager/9.2

1.2 Select a language in the Choose Language box

1.3 Select Rebuild Web Applications

1.4 Select Configuration Directory or Enter the Configuration Directory and Level that needs to be updated

1.5 Specify Connection Information, including the sasadm User ID and Password

1.6 Select Ent Case Mgmt Mid-Tier 2.3 as the Web Application to Rebuild

1.7 Verify the information on the Summary screen and select Start

1.8 Select Finish when the deployment is complete

This process will update the Enterprise Case Management Mid-Tier 2.3 ear in <SASCONFIGDIR>/Web/Staging.
A backup of the original ear file will be placed in the directory below:

<SASCONFIGDIR>/Web/Staging/Backup

Step 2: Re-deploy Web Applications

2.1 Re-deploy the sas.solutions.casemgmt.ear web application based on the instructions for the web application server you are using.

2.2 Clear your browser cache on all browsers that you use to access SAS Enterprise Case Management.



D58006 for SAS Enterprise Case Management Server 2.3

The following instructions update ECM configuration data and stored processes related to the new FinCEN SAR reports. If your installation is not filing SAR reports, these post-installation steps are not necessary.

1.       Back up of all files under <ECMconfig>directory.

An example of <ECMconfig> is '/sasinstall/Config/Lev1/Applications/SASCaseManagementServerCfg/2.3'.

2.       Customize ".orig" files and copy form23_template directory

Copy the files listed in the table below from the source location to the target location. Remove the extension .orig from the target file names. Then edit the target files according to the instructions in the 'Edit' column.

An example of <sasroot> and <ECMconfig> are '/sasinstall/SASFoundation/9.2' and '/sasinstall/Config/Lev1/Applications/SASCaseManagementServerCfg/2.3'.

Source File

Target File

Edit

<sasroot>/ucmacros/casemgmtmva/ecm23_global_mvar.sas.orig (for Unix)

<sasroot>/casemgmtmva/ucmacros/ecm23_global_mvar.sas.orig (for Windows)

<ECMconfig>/Source/ucmacros/ecm23_global_mvar.sas

Follow the comment in the program to specify the required parameters. If the server tier is a Windows environment, update the path for winzip which is required to generate SAR attachment. "ecm_webusername" can be any sas metadata user (internal or external).

<sasroot>/ucmacros/casemgmtmva/ecm23_efile_fincen_trnsmttr_var.sas.orig (for Unix)

<sasroot>/casemgmtmva/ucmacros/ecm23_efile_fincen_trnsmttr_var.sas.orig (for Windows)

<ECMconfig>/Source/ucmacros/ecm23_efile_fincen_trnsmttr_var.sas

Enter transmitter information

<sasroot>/misc/casemgmtmva/sample/form23_template (for Unix)

<sasroot>/casemgmtmva/sasmisc/sample/form23_template (for Windows)

<ECMconfig>/Source/form23_template

Replace all form23_template files with the new versions.

 

3.       Define pdf form configuration data (Do this if you did not set this up when hot fix D60004 was applied.)


Create directory form_config_db under <ECMconfig>/Source/form23_template

Run ecm23_load_ddl.sas in <ECMconfig>/Source/form23_template in a base SAS session after <ECMConfig>/Source/control/ecm_autoexec.sas is executed.

4.       Set up SARDI pdf form configuration data (Skip this step if you have set this up when hot fix D60004 was applied or SARDI configuration is not needed.)

Run these SAS scripts in a base SAS session after <ECMConfig>/Source/control/ecm_autoexec.sas is executed:

5.       Run New SAR Form Configuration Scripts

Run three SAS scripts in a base SAS session after <ECMConfig>/Source/control/ecm_autoexec.sas is executed to load configuration data for the new FinCEN SAR form and configure case data to use the form.

The SAS scripts can be found here on Windows:

and here on Unix:

In summary, the steps to complete are:

  1. Open a Base SAS Session
  2. Open and run the program <ECMConfig>/Source/control/ecm_autoexec.sas.
  3. Open and run the program sar_ddl.sas
  4. Open and run the program ecm23_load_form_efile_ddl.sas
  5. Open and run the program load23_config_fincen_sar.sas
  6. Open ecm_db.case_config using sas table editor, and edit the case configuration record for new SAR. Make sure that case-fin-03.xml UI definition is used.
  7. Check the sas library form_db and make sure that data is populated in the tables.

6.       Clear Cache

Logon to the ECM web application as an administrator. Run Clear Cache under the 'Administration' tab.

7.       Set up ecm_23_preview stored process (Do this if you did not set this up when hot fix D60004 was applied.)


For Unix, copy <sasroot>/sasstp/casemgmtmva/ecm23_preview.sas.orig> to <SASCONFIG>/Lev1/Applications/SASCaseManagementServerCfg/2.3/Source/sasstp

For Windows, copy <sasroot>\casemgmtmva\sasstp\ecm23_preview.sas.orig to <SASCONFIG>\Lev1\Applications\SASCaseManagementServerCfg\2.3\Source\sasstp

Rename ecm23_preview.sas.orig to ecm23_preview.sas.

Edit ecm23_preview.sas and replace the token "@casemgmtmvac.config.control.dir@" with
      <SASCONFIG>/Lev1/Applications/SASCaseManagementServerCfg/2.3/Source/control.
      You may want to refer to other stored processes in the same directory for the correct value of <SASCONFIG>.

Logon to SAS Management Console with the sasadm@saspw account. Click on the Folders tab and navigate to the folder
      <System><Applications><SAS Enterprise Case Management> <Ent Case Mgmt Configuration 2.3><Application SAS Code>.

      Right mouse on <Applicaton SAS Code> and select import SAS package.
      On the first screen, browse to the file <sasroot>/misc/casemgmtmva/install/config/ecm23_preview.spk for Unix or <sasroot>\casemgmtmva\misc\install\config\ecm23_preview.spk for Windows and click OK
      For Import Options, take the default (only "All Objects" should be selected)
      Take the defaults on the "Select Objects to Import" screen.
      On the SAS Application Servers page, set Target to the value that most closely matches Original.
      On the Source Code Repositories page,set Target to the value that most closely matches Original.
      Complete the import process by clicking Next.
      Verify the import was successful before clicking Finish.

Restart Object Spawner and other SAS servers and Web Application servers.

8.       Upload UI definitions

  1. As an administrative user, logon to the ECM web application.
  2. Go to the Administration tab.
  3. Upload the following UI definition files from <sasroot>/casemgmtmva/sasmisc/sample/uidef (Windows) or <sasroot>/misc/casemgmtmva/sample/uidef (Unix):
    • case-fin-03.xml

9.       Upload custom.properties

A new version of custom.properties is included with this hotfix. If your custom.properties has been customized, compare it with the new version of custom.properties in <sasroot>/casemgmtmva/sasmisc/sample/properties (Windows) or <sasroot>/misc/casemgmtmva/sample/properties (Unix). Incorporate any differences into the new custom.properties.

  1. As an administrative user, logon to the ECM web application.
  2. Go to the Administration tab.
  3. Select the Custom Property Files tab and upload the new file.



This completes the installation of hot fix D60006 on Linux for x64.