Installation Instructions for Hot Fix M14001

Linux


Hot fix M14001 addresses the issue(s) in Credit Scoring for Banking 5.2 as documented in the Issue(s) Addressed section of the hot fix download page:

http://ftp.sas.com/techsup/download/hotfix/HF2/M14.html#M14001


M14001 is a "container" hot fix that contains the following "member" hot fixes which will update the software components as indicated.

M12001  updates  SAS Credit Scoring for Banking Server 5.2
M15001  updates  SAS Dynamic Analytical Base Table Server 5.4
M13001  updates  SAS Foundation for Banking Server 5.2

See What is a container hot fix? in the Hot Fix FAQ for more information about container hot fixes.


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 release number information in the Registry report should match the 'member' release number information provided above for the software components installed on each machine in your deployment.

The hot fix downloaded, M14001pt.zip, includes the updates required for all components listed above on all applicable operating systems. To apply this hot fix on multiple machines, you can either save M14001pt.zip on each machine or save it in a network location that is accessible to all machines.

Do NOT extract the contents of M14001pt.zip. The hot fix installation process will extract the contents as needed.


IMPORTANT NOTES

  1. The customizations done in any of the jobs/tables that are modified as part of this hot fix will need to be reapplied manually after the hot fix is applied.

  2. 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. The following list is mandatory for this hot fix, which will allow you to restore your environment to the original status prior to having applied the hot fix:
    1. Take a backup of SAS Metadata repository.
    2. Take a backup of Application Data Mart that resides in MySQL database.
    3. Take a backup of data at the following locations:
      Foundation Mart - Refer to sub section Backing Up Data in Section Populating Foundation Mart in Part 3 in CSB 5.2 Admin Guide.
      Credit Scoring Mart - Refer to sub section Backing Up Data in Section Populating Credit Scoring Mart in Part 3 in CSB 5.2 Admin Guide.
    4. Take a backup of deployed jobs at the following locations:
      /Applications/SASBankingFoundation5.2/deployed_jobs/foundationmart
      /Applications/SASCreditScoringBankingSrvr5.2/deployed_jobs/csmart
      /Applications/SASCreditScoringBankingSrvr5.2/deployed_jobs/reportmart
  3. You must have Administrator Privileges on your CLIENT or SERVER machine.

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

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


INSTALLATION

Hot Fix M14001 must be installed on each machine where the updated components of the product, listed above, are installed. During the installation process you may see references to all operating systems for which updates are provided in the hot fix. The installation process will determine the operating system and which component(s) of Credit Scoring for Banking 5.2 require updating on the machine. See SAS Note 44810 for more details.

The hot fix will be applied using the SAS Deployment Manager (SDM). By default, the SDM will search in the <SASHOME>\InstallMisc\HotFixes\New directory for hot fixes to be applied, but will also prompt for a location if you have downloaded hot fixes to a different directory.

After downloading M14001pt.zip, follow the instructions for applying hot fixes in the SAS Deployment Wizard and SAS Deployment Manager 9.3: User’s Guide.


The hot fix installation process generates the log file

<!SASHOME>\InstallMisc\InstallLogs\IT_date-and-time-stamp.log
for example, IT_2011-10-31-13.18.21.log. Each attempt to apply a hot fix results in the creation of a new log file giving detailed information regarding the installation process.

Postexec log files are created after the installation is completed and identifies the files that were added, backed up, changed and removed. These log files include the ‘member’ hot fix id in the name of the file and are also written to the <!SASHOME>\InstallMisc\InstallLogs directory. There is one postexec log for each ‘member’ hot fix applied (member hot fixes are listed at the top of these instructions).


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


POST-INSTALLATION INSTRUCTIONS

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

M12001  updates  SAS Credit Scoring for Banking Server 5.2
M15001  updates  SAS Dynamic Analytical Base Table Server 5.4
M13001  updates  SAS Foundation for Banking Server 5.2


M13001  updates  SAS Foundation for Banking Server 5.2

  1. Importing ETL job metadata

    1. Start SAS Data Integration Studio, and connect to the appropriate metadata server.
      Note: Make sure that you are connected to the correct application server.
    2. Go to the Folders tab.
    3. Right-click on the /Products/SAS Foundation for Banking 5.2 metadata folder, then select Import SAS Package. The Import SAS Package wizard appears.
    4. Use the Import SAS Package wizard to import the .spk file listed below. When importing the .spk file, on the first page of the Import SAS Package wizard, enter the physical location of the .spk file. Complete the tasks on the remaining pages of the Import SAS Package wizard using the default selections.

      IMPORTANT NOTE:
      The spk package below is applicable only if you are running SAS Detail Data Store for Banking 4.7. Please check your deployment registry report as described in SAS Note 35968 to insure you are running this version of Detail Data Store prior to proceeding with the steps below. If you are running SAS Detail Data Store for Banking 4.6, or are not using SAS Detail Data Store, you should not perform the steps below.

      Windows:
      <SASHome>/SASFoundation/9.3/bankfdnsrv/sasmisc/config/Deployment/Packages/bankfdn_52_fm_jobs_1_hf1_DDS4.7.spk

      UNIX:
      <SASHome>/SASFoundation/9.3/misc/bankfdnsrv/config/Deployment/Packages/bankfdn_52_fm_jobs_1_hf1_DDS4.7.spk

      Special Note:

      This package will overwrite 104 existing DDS extract jobs.

    5. Navigate to and expand the metadata path /Products/SAS Foundation for Banking Server 5.2/Foundation Mart/Deployed Jobs.
      1. Select all the jobs in the Deployed Jobs folder.

      2. Right-click on the selected jobs, and then select Scheduling -> Redeploy. Do not change the default selections in the Redeploy scheduled jobs dialog box. Click OK.
    6. Follow steps a through c above to use the Import SAS Package wizard to import the following .spk file

      IMPORTANT NOTE:
      You should not perform these steps if you are not using SAS Detail Data Store for Banking. However, if you are using the detail data store, the following spk package is applicable for both SAS Detail Data Store for Banking 4.6 and 4.7.

      Windows:
      <SASHome>/SASFoundation/9.3/bankfdnsrv/sasmisc/config/Deployment/Packages/bankfdn_52_hf1.spk

      UNIX:
      <SASHome>/SASFoundation/9.3/misc/bankfdnsrv/config/Deployment/Packages/bankfdn_52_hf1.spk

      Special Notes:

      This package will overwrite below 8 existing jobs:

      ACCOUNT_PRE_DETAIL
      ACCOUNT_PRE_DIM
      APPEND_ACCOUNTS
      ACCOUNT_COUNTRY_DETAIL
      CREDIT_FACILITY_PRE_DIM
      FA_CUSXFA_FPA
      FA_CUSXFA_L
      RECOVERY_PRE_FACT
    7. Navigate to and expand the metadata path /Products/SAS Foundation for Banking Server 5.2/Foundation Mart/Deployed Jobs.

      1. Select the following jobs:
        ACCOUNT_PRE_DETAIL
        ACCOUNT_PRE_DIM
        APPEND_ACCOUNTS
        ACCOUNT_COUNTRY_DETAIL
        CREDIT_FACILITY_PRE_DIM
        FA_CUSXFA_FPA
        FA_CUSXFA_L
        RECOVERY_PRE_FACT

      2. Right-click on the selected jobs, and then select Scheduling -> Redeploy. Do not change the default selections in the Redeploy scheduled jobs dialog box. Click OK.

    M12001  updates  SAS Credit Scoring for Banking Server 5.2

    1. Importing ETL job metadata

      1. Start SAS Data Integration Studio, and connect to the appropriate metadata server.
        Note: Make sure that you are connected to the correct application server.
      2. Go to the Folders tab.
      3. Right-click on the /Products/SAS Credit Scoring for Banking 5.2 metadata folder, then select Import SAS Package. The Import SAS Package wizard appears.
      4. Use the Import SAS Package wizard to import the .spk file listed below. When importing the .spk file, on the first page of the Import SAS Package wizard, enter the physical location of the .spk file. Complete the tasks on the remaining pages of the Import SAS Package wizard using the default selections.

        IMPORTANT NOTE:
        The spk package below is applicable only if you are running SAS Detail Data Store for Banking 4.7. Please check your deployment registry report as described in SAS Note 35968 to insure you are running this version of Detail Data Store prior to proceeding with the steps below. If you are running SAS Detail Data Store for Banking 4.6, or are not using SAS Detail Data Store, you should not perform the steps below.

        Windows:
        <SASHome>/SASFoundation/9.3/csbmva/sasmisc/config/Deployment/Packages/csbmva_52_dds_writeback_hf1_DDS4.7.spk

        UNIX:
        <SAS Home>/SASFoundation/9.3/misc/csbmva/config/Deployment/Packages/csbmva_52_dds_writeback_hf1_DDS4.7.spk

        Special Notes:

        This package will overwrite below 6 existing DDS write back jobs:

        ACCOUNT_SCORE_DETAIL_DDS_WRITE
        ANALYTICAL_MODEL_DDS_WRITE
        APPLICATION_SCORE_DETAIL_DDS_WRITE
        CREDIT_FAC_SCORE_DETAIL_DDS_WRITE
        CUSTOMER_SCORE_DETAIL_DDS_WRITE
        POOL_DDS_WRITE

        It will create 3 new intermediate tables as follows:

        ANALYTICAL_MODEL_LKP
        EXISTING_ANALYTICAL_MODELS
        NEW_ANALYTICAL_MOD_TMP
      5. Follow steps a through c above to use the Import SAS Package wizard to import the following .spk file

        IMPORTANT NOTE:
        The spk package below is applicable only if you are running SAS Detail Data Store for Banking 4.6. Please check your deployment registry report as described in SAS Note 35968 to insure you are running this version of Detail Data Store prior to proceeding with the steps below. If you are running SAS Detail Data Store for Banking 4.7, or are not using SAS Detail Data Store, you should not perform the steps below.

        Windows:
        <SASHome>/SASFoundation/9.3/csbmva/sasmisc/config/Deployment/Packages/csbmva_52_dds_writeback_hf1_DDS4.6.spk

        UNIX:
        <SASHome>/SASFoundation/9.3/misc/csbmva/config/Deployment/Packages/csbmva_52_dds_writeback_hf1_DDS4.6.spk

        Special Note:

        This package will overwrite below 1 existing DDS write back job:-

        ANALYTICAL_MODEL_DDS_WRITE

      6. Follow steps a through c above to use the Import SAS Package wizard to import the following .spk file

        IMPORTANT NOTE:
        The spk packages below are applicable for both SAS Detail Data Store for Banking 4.6 and 4.7. This must be applied even if you are not using SAS Detail Data Store for Banking.

        Windows:
        /SASFoundation/9.3/csbmva/sasmisc/config/Deployment/Packages/csbmva_52_hf1.spk

        UNIX:
        /SASFoundation/9.3/misc/csbmva/config/Deployment/Packages/csbmva_52_hf1.spk

        Special Notes:

        This package will overwrite below 11 existing jobs:

        ACCOUNT_DEF_DIM_ACT_EXT
        ACCOUNT_DEF_REC_BASE_ACT
        ACCOUNT_DEFAULT_RECOVERY_BASE
        CRD_FAC_DEF_REC_BASE_ACT
        CREDIT_FAC_DEF_RECOVERY_BASE
        LOAD_ANALYTICAL_MODEL_DIM
        FEED_FOR_CCF
        FEED_FOR_LGD
        FEED_FOR_MIP
        FEED_FOR_PD
        APPEND_ACTUALS

        It will overwrite 1 existing below table:

        ACCOUNT_DEF_REC_ACT_TEMP1

        It will create 4 new tables as listed below:

        CRD_FAC_DEF_REC_BASE_ACT_TMP1
        CCF_UPDATETIME_LIST
        LGD_UPDATETIME_LIST
        PD_UPDATETIME_LIST
      7. Navigate to and expand the metadata path /Products/SAS Credit Scoring for Banking 5.2/Credit Scoring Mart/Deployed Jobs.

        1. Select the following jobs:
          ACCOUNT_DEF_DIM_ACT_EXT
          ACCOUNT_DEF_REC_BASE_ACT
          ACCOUNT_DEFAULT_RECOVERY_BASE
          CRD_FAC_DEF_REC_BASE_ACT
          CREDIT_FAC_DEF_RECOVERY_BASE
          LOAD_ANALYTICAL_MODEL_DIM
          FEED_FOR_CCF
          FEED_FOR_LGD
          FEED_FOR_MIP
          FEED_FOR_PD
          APPEND_ACTUALS
          ACCOUNT_SCORE_DETAIL_DDS_WRITE
          ANALYTICAL_MODEL_DDS_WRITE
          APPLICATION_SCORE_DETAIL_DDS_WRITE
          CREDIT_FAC_SCORE_DETAIL_DDS_WRITE
          CUSTOMER_SCORE_DETAIL_DDS_WRITE
          POOL_DDS_WRITE
        2. Right-click on the selected jobs, and then select Scheduling -> Redeploy. Do not change the default selections in the Redeploy scheduled jobs dialog box. Click OK.

    2. Apply APDM configuration fix for CSB

      1. Start SAS Data Integration Studio, and connect to the appropriate metadata server.
        Note: Make sure that you are connected to the correct application server.
      2. Select Tools --> Code Editor and Run code given in csbmva_config_updates_hf1.sas file residing in following path

        Windows:
        <SASHome>/SASFoundation/9.3/csbmva/sasmisc/controlscripts/

        UNIX:
        <SASHome>/SASFoundation/9.3/misc/csbmva/controlscripts/


    M15001  updates  SAS Dynamic Analytical Base Table Server 5.4

    NONE


    This completes the installation of hot fix M14001 on Linux.