INSTALLATION INSTRUCTIONS FOR HOT FIX 35SRMSA01 ON WINDOWS
BEFORE DOWNLOADING:
The hot fix 35SRMSA01 addresses the issue(s) in Supplier Relationship
Management - SRM Spend Analysis 3.5 as documented in the "Issue(s)
Addressed" section of the hot fix download page:
http://ftp.sas.com/techsup/download/hotfix/srmsa35.html#35srmsa01
IMPORTANT NOTE(S):
1. You must have SRM Spend Analysis 3.5 installed on your system before
applying this hot fix.
2. It is always recommended that a backup of the original files be made
whenever deploying any patch.
3. You must have Administrator Privileges on your CLIENT or SERVER machine,
and all currently active sessions must be terminated before applying this
hot fix.
4. This download is intended for customers running a Windows server. It
contains all pieces necessary for the mid-tier and client downloads as well.
5. Please carefully review the MS-WORD document Spend SubTable Creation Hotfix.doc
for additional configuration information before applying this hot fix. This
document is referenced during the installation process for the SAS Spend Analysis
Mid-Tier and SAS Spend Analysis 3.5 - ETL Admin client hot fixes below. If you are
unable to view this MS-WORD doc, please contact SAS Technical Support.
6. If you are installing the hot fix via a terminal server (i.e. you are using
Remote Desktop to install the hot fix), the vpd.properties file in your user
home directory on that machine must match the one in C:\WINNT or C:\WINDOWS
(depending on your version of Windows OS). If it doesn't, simply copy
c:\winnt\vpd.properties to
c:\Document and Settings\\windows\vpd.properties.
AFTER DOWNLOADING:
The hot fix package downloaded is a self extracting executable named
35srmsa01wn.exe. This executable contains the scripts and supporting files
to update Supplier Relationship Management Data, Metadata and Clients.
To install this hot fix follow these steps:
1. Since it will be needed later in the installation of this hot fix, first download
Ant 1.6 from
http://ant.apache.org/
2. Launch 35srmsa01wn.exe. This installer can be launched on any machine, and
will extract four individual hot fixes into C:\35srmsa01.
Each individual hot fix installer then needs to be copied to the appropriate
machine where the components to be updated are installed.
The four individual hot fixes extracted and the machine that they should be
copied to are:
35srmspnetlsrv01wn.exe
contains SAS Spend Analysis 3.5 - ETL Server updates
should be executed on the Server running on Windows
35procurement01wn.exe
contains SAS Spend Analysis Server updates
should be executed on the SAS Server running on Windows
35srmspend01wn.exe
contains SAS Spend Analysis Mid-Tier updates
should be executed on the Mid-Tier running on Windows
35srmspendetl01wn.exe
contains SAS Spend Analysis 3.5 - ETL Admin client updates
should be executed on the Client running on Windows
3. Use the instructions below to update the individual components
that are applicable to your implementation.
Installing 35srmspnetlsrv01wn.exe
---------------------------------
(for Windows server only)
Prerequisites:
1. SAS Spend Analysis 3.5 is installed.
Pre-Installation Note:
None.
Installation Instructions:
1. Launch 35srmspnetlsrv01wn.exe. This will initiate the install wizard, which will guide you
through the setup process. The setup process will install the updated files to the SAS Spend
Analysis 3.5 ETL Server, for example:
C:\Program Files\SAS\SASSupplierRelationshipManagement\3.5\SpendServer\SampleData
2. Verify that the files listed below are created in
!SASHOME\SASSupplierRelationshipManagement\3.5\SpendServer\SampleData
Files installed include:
invdata.cpo
invmeta.cpo
podata.cpo
pometa.cpo
paymeta.cpo
Any of these files that already exist on your system will be backed up with a .000 extension.
You may remove these back up files if you choose to do so.
Installing 35procurement01wn.exe
--------------------------------
(for Windows server only)
Pre-Installation Note:
This hot fix should be installed on the SAS Server tier.
Installation Instructions:
Launch 35procurement01wn.exe. This will initiate the install wizard, which will guide you
through the setup process. The setup process will install the updated files to the SAS Server,
i.e.
C:\Program Files\SAS\SAS 9.1\procurement\sasstp
The files installed include:
HiVolLowDollar.sas
BuyrSuppCmdtyMtrx.sas
OrgSuppCmdtyMtrx.sas
SuppConsOppSumDetail.sas
CmdtyPrcVar.sas
CommSupExp.sas
SuppSpndActPrf.sas
Any of these files that already exist on your system will be backed up with a .000 extension.
You may remove these back up files if you choose to do so.
Installing 35srmspend01wn.exe
-----------------------------
Prerequisites:
1. SAS Spend Analysis 3.5 is installed.
2. Follow these instructions only if the SAS Spend Analysis Mid-Tier is on Windows.
3. A JDK must be installed and available for this step. The JAVA_HOME variable also
has to be set.
Pre-Installation Note:
This hot fix should be installed on the SAS Spend Analysis Mid-Tier.
Installation Instructions:
1. Make sure Ant 1.6 is available on your system. If you do not have Ant installed, you can
download and install Ant 1.6 from http://ant.apache.org/. You can execute the following
command to ensure Ant is available:
ant -version
NOTE: The JAVA_HOME variable has to be set for the ant script to work.
2. Run the hot fix installer, 35srmspend01wn.exe. This will initiate the installation wizard
and guide you through the setup process to install the updated files. The setup process will
install the updated files to the SAS Spend Analysis Mid-Tier location, i.e.
!SASHOME\SASSupplierRelationshipManagement\3.5\SpendAnalysis
The files installed are:
sas.solutions.srm.spendanalysis.jar
TableViewer.jsp
struts-config.xml
SpendError.jsp
SpendAnalysisHomeTemplate.jsp
InitError.jsp
Export.jsp
CurrentView.jsp
3. Please refer to Chapter 2 of "Spend SubTable Creation Hotfix" document for steps on installing and
configuring the Spend Application. Execute the steps mentioned in section "Configure the Spend Analysis Web
Application (Mid-Tier)".
Installing 35srmspendetl01wn.exe
--------------------------------
(for Windows clients)
Prerequisites:
1. SAS Spend Analysis 3.5 is installed.
2. SAS Spend Analysis 3.5 SpendServer update has been installed.
Pre-Installation Note:
This hot fix should be installed on the SAS Spend Analysis 3.5 - ETL Admin client.
Installation Instructions:
1. Launch 35srmspendetl01wn.exe. This will initiate the install wizard, which will
guide you through the setup process. The setup process will install the updated files to
the SAS Spend Analysis 3.5 - ETL Admin clients, i.e.
C:\Program Files\SAS\SASSupplierRelationshipManagement\3.5\ETLAdmin
The files installed include:
createTablesAndMetadata.xml
BuildIndexonNway.xml
BuildIndexonReachthrough.xml
GenerateInvoiceNway.xml
GenerateInvoiceReachthrough.xml
GeneratePaymentNway.xml
GeneratePaymentReachthrough.xml
GeneratePONway.xml
GeneratePOReachthrough.xml
InitializeLibrariesAndMacros.xml
StageInvoiceData.xml
StagePaymentsData.xml
StagePOData.xml
ManipulateTablesDataSet.xml
tableMetadataCreate.xml
DrillDownLevelsSubTableCreation.xml
RootLevelSubTableCreation.xml
BuildPreviousCrossingSubTablesfromTables.xml
DailySubTableCreation.xml
CleanUpDatasets.xml
BuildSpendMetadata.xml
LoadExtendedAttributes.xml
PaymentSpendCurrencyConversion.xml
POSpendCurrencyConversion.xml
InvoiceSpendCurrencyConversion.xml
etl_spend_f_01_load_invoice_nway.xml
etl_spend_f_01_load_payment_nway.xml
etl_spend_f_01_load_po_nway.xml
etl_spend_s_00_load_invoice_nway_staged_data.xml
etl_spend_s_00_load_payment_nway_staged_data.xml
etl_spend_s_00_load_po_nway_staged_data.xml
etl_spend_x_02_load_inv_reachthrough.xml
etl_spend_x_02_load_inv_tablesdataset.xml
etl_spend_x_02_load_pay_reachthrough.xml
etl_spend_x_02_load_pay_tablesdataset.xml
etl_spend_x_02_load_po_reachthrough.xml
etl_spend_x_02_load_po_tablesdataset.xml
etl_spend_x_03_update_srm_etl_exec_error_log.xml
etl_spend_Invoice_subTable_07_DrillDownLevels.xml
etl_spend_Invoice_subTable_07_RootLevels.xml
etl_spend_Payment_subTable_07_DrillDownLevels.xml
etl_spend_Payment_subTable_07_RootLevels.xml
etl_spend_PO_subTable_07_DrillDownLevels.xml
etl_spend_PO_subTable_07_RootLevels.xml
etl_spend_07_Invoice_PrevSubTable.xml
etl_spend_07_Payment_PrevSubTable.xml
etl_spend_07_PO_PrevSubTable.xml
etl_spend_07_Invoice_RequestLog_SubTable.xml
etl_spend_07_Payment_RequestLog_SubTable.xml
etl_spend_07_PO_RequestLog_SubTable.xml
etl_spend_Invoice_07_CleanUp_subTable.xml
etl_spend_Payment_07_CleanUp_subTable.xml
etl_spend_PO_07_CleanUp_subTable.xml
etl_spend_BuildSpendMetadata.xml
Any of these files that already exist on your system will be backed up with a .000 extension.
You may remove these back up files if you choose to do so.
2. Verify that the following folders are updated:
!SASHOME/SASSupplierRelationshipManagement/3.5/ETLAdmin/ETL/JobXML
!SASHOME/SASSupplierRelationshipManagement/3.5/ETLAdmin/ETL/TransformXML
!SASHOME/SASSupplierRelationshipManagement/3.5/ETLAdmin/ETL/AdminJobXML
29 updated files should be copied to the JobXML folder.
24 updated files should be copied to the TransformXML folder.
1 updated file should be copied to the AdminJobXML folder.
3. Log into SAS ETL Studio.
4. For the SRM Repository, on the 'Process Library' tab under 'Spend Analysis Custom Transform' ,
delete the following transforms:
- Build Index on Reachthrough
- Build Index on Nway
- Generate Invoice Nway
- Generate Invoice Reachthrough
- Generate Payment Nway
- Generate Payment Reachthrough
- Generate PO Nway
- Generate PO Reachthrough
- Stage Invoice Data
- Stage Payments Data
- Stage PO Data
- Manipulate Tables Data Set
- Initialize Libraries & Macros
5. For the SRM Repository, on the 'Process Library' tab, under 'SRM Transforms',
delete the following transform:
- Table Metadata Create
6. Add the transforms again from the location
!SASHOME/SASSupplierRelationshipManagement/3.5/ETLAdmin/ETL/TransformXML
by importing the following XML files:
- BuildIndexonReachthrough.xml
- LoadExtendedAttributes.xml
- BuildIndexonNway.xml
- GenerateInvoiceNway.xml
- GenerateInvoiceReachthrough.xml
- GeneratePaymentNway.xml
- GeneratePaymentReachthrough.xml
- GeneratePONway.xml
- GeneratePOReachthrough.xml
- StageInvoiceData.xml
- StagePaymentsData.xml
- StagePOData.xml
- ManipulateTablesDataSet.xml
- InitializeLibrariesAndMacros.xml
- tableMetadataCreate.xml
- BuildSpendMetadata.xml
- PaymentSpendCurrencyConversion.xml
- POSpendCurrencyConversion.xml
- InvoiceSpendCurrencyConversion.xml
7. For the SRM Repository, on the 'Inventory' tab under the 'Jobs' folder,
delete the following jobs:
- etl_spend_s_00_load_invoice_nway_staged_data
- etl_spend_s_00_load_payment_nway_staged_data
- etl_spend_s_00_load_po_nway_staged_data
- etl_spend_f_01_load_invoice_nway
- etl_spend_f_01_load_payment_nway
- etl_spend_f_01_load_po_nway
- etl_spend_x_02_load_inv_reachthrough
- etl_spend_x_02_load_pay_reachthrough
- etl_spend_x_02_load_po_reachthrough
- etl_spend_x_02_load_po_tablesdataset
- etl_spend_x_02_load_inv_tablesdataset
- etl_spend_x_02_load_pay_tablesdataset
- etl_spend_x_03_update_srm_etl_exec_error_log
- Create Tables and Metadata
8. Add the jobs again from the location
!SASHOME/SASSupplierRelationshipManagement/3.5/ETLAdmin/ETL/JobXML
by importing the following XML files:
- etl_spend_s_00_load_invoice_nway_staged_data.xml
- etl_spend_s_00_load_payment_nway_staged_data.xml
- etl_spend_s_00_load_po_nway_staged_data.xml
- etl_spend_f_01_load_invoice_nway.xml
- etl_spend_f_01_load_payment_nway.xml
- etl_spend_f_01_load_po_nway.xml
- etl_spend_x_02_load_inv_reachthrough.xml
- etl_spend_x_02_load_pay_reachthrough.xml
- etl_spend_x_02_load_po_reachthrough.xml
- etl_spend_x_02_load_po_tablesdataset.xml
- etl_spend_x_02_load_inv_tablesdataset.xml
- etl_spend_x_02_load_pay_tablesdataset.xml
- etl_spend_x_03_update_srm_etl_exec_error_log.xml
- etl_spend_BuildSpendMetadata.xml
9. Add the job again from the location
!SASHOME/SASSupplierRelationshipManagement/3.5/ETLAdmin/ETL/AdminJobXML
by importing the following XML file:
- createTablesAndMetadata.xml
IMPORTANT NOTE:
Steps 10 to 21 will install the Spend Metadata that is part of the Spend Analysis
Standard Offering and will rebuild Spend Submarts. If you have already defined your
own Spend Metadata and built the Spend Submarts then *DO NOT* perform these steps
because they will overwrite the existing metadata and data.
10. Execute the "Build Spend Metadata" job.
11. Check the ETL logs for any errors.
12. Execute the levels "00" jobs to generate the Nway staging data.
13. Check the ETL logs for any errors.
14. Execute the levels "01" jobs to generate the Nways.
15. Check the ETL logs for any errors.
16. Execute the levels "02" jobs mentioned above to generate the Nways.
17. Check the ETL logs for any errors.
18. Execute the levels "03" jobs mentioned above to generate the Nways.
19. Check the ETL logs for any errors.
20. Execute the levels "06" jobs mentioned above to generate the Nways.
21. Check the ETL logs for any errors.
22. Please refer to Chapter 2 of "Spend SubTable Creation Hotfix" document for steps on installing
and configuring the Sub-Table creation ETL jobs. Execute the steps mentioned in section
"Deploy the Sub-Table Creation ETL Jobs(Client-Tier)".
23. Refer to Chapter 3 and 4 of "Spend SubTable Creation Hotfix" regarding the execution of the
Sub-Table creation ETL jobs.
This completes the installation of hot fix 35SRMSA01 for the Windows.