Wallstreet Suite Installation And Upgrade Guide WSS

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Preface
- Introduction
- How to use this guide
  - Using the script examples
    - Copying and pasting script examples
    - UTF-8 encoding
  - Conventions
- Associated documents
Chapter 1 Introduction
- 1.1 First time installation or upgrade
- 1.2 Installation overview
Chapter 2 Hardware and software requirements
- 2.1 Guidelines for minimum hardware requirements
  - 2.1.1 CPU and memory
  - 2.1.2 Disk space
- 2.2 Software requirements
  - 2.2.1 Recommended platforms
- 2.3 Minimum memory requirements at Wallstreet Suite startup
Chapter 3 Downloading Wallstreet Suite and third party software
- 3.1 Downloading the Wallstreet Suite package
- 3.2 Installing the necessary third party software
Chapter 4 First time installation: installing the database
- 4.1 Introduction
- 4.2 Oracle database installation
- 4.3 MSSQL database installation
- 4.4 Sybase database installation
Chapter 5 First time installation: installing Wallstreet Suite
- 5.1 Introduction
- 5.2 Prerequisites
- 5.3 Expand the Wallstreet Suite package
- 5.4 Inside the Suite Installer
- 5.5 Creating and populating the database
- 5.6 Database upgrade using Suite Installer
  - 5.6.1 Upgrade Setup script
- 5.7 Loading static data manually
  - 5.7.1 Loading default static data
- 5.8 Importing existing static data
Chapter 6 Managing Wallstreet Suite processes
- 6.1 Different methods of managing Wallstreet Suite processes
- 6.2 Quick tour of the installation
- 6.3 Using Process Monitor
- 6.4 Additional Process Monitor information
- 6.5 Application Server checks
- 6.6 Logging
  - 6.6.1 Log files
    - 6.6.1.1 Exceptions
  - 6.6.2 Log configuration
Chapter 7 Managing WSS modules
- 7.1 Installing the SDM Synchronizer
- 7.2 CMM: configuring the Web server
  - 7.2.1 Configuring IIS for BEA WebLogic
- 7.3 Setting up and using WebSuite
- 7.4 TRMSwift configuration changes since the last version
Chapter 8 Upgrading: Wallstreet Suite
- 8.1 Pre-installation process
- 8.2 Installing the new version
- 8.3 Database upgrade
  - 8.3.1 Upgrading from a version before 7.1.0.1
  - 8.3.2 Upgrading from version 7.1.0.1 onwards
- 8.4 Instrument and Transaction Migration (pre 7.1.01 only)
- 8.5 Migration of cost-of-carry transactions
- 8.6 Activating the new yield curve setup
- 8.7 Upgrading CMM installation data
- 8.8 Upgrade the TRMSwift configuration
Chapter 9 Upgrading: database upgrade to Wallstreet Suite version 7.1.0.1
- 9.1 Oracle upgrade
  - 9.1.1 Prerequisites
  - 9.1.2 Oracle: upgrade steps
- 9.2 MSSQL upgrade
  - 9.2.1 Prerequisites
    - 9.2.1.1 Existing TRMSwift (Integration KIT) users
  - 9.2.2 MSSQL: upgrade steps
- 9.3 Sybase upgrade
Chapter 10 Upgrading: iKIT
- 10.1 Upgrading to the latest version of iKIT 6.5.x.x.
- 10.2 Renaming the iKIT database tables
- 10.3 Oracle only: moving TRMSwift tables to another schema
- 10.4 Oracle only: cleaning the database
Chapter 11 Installing: NumeriX®
- 11.1 Introduction
- 11.2 NumeriX license keys
  - 11.2.1 License request Nx 6.1
    - 11.2.1.1 Windows platforms
    - 11.2.1.2 Unix platforms
  - 11.2.2 Installing the license and library
    - 11.2.2.1 Installing the license under Windows
    - 11.2.2.2 Installing the license under Unix
- 11.3 Setting up a NumeriX server
  - 11.3.1 Modify the module.ini files
  - 11.3.2 NumeriX and Process Monitor
    - 11.3.2.1 Enable the startup of moduled that controls NumeriX
- 11.4 Testing Numerix
Chapter 12 Installing: rate interfaces
- 12.1 Introduction
  - 12.1.1 Operating system independent
  - 12.1.2 Integration with Process Monitor
- 12.2 Configuring the rate interface services
- 12.3 Additional options
- 12.4 Prerequisites
- 12.5 Hardware and Software Requirements
- 12.6 Troubleshooting
- 12.7 Reuters configuration file
  - 12.7.1 Reuters: further information
Appendix A Configuration Properties
- A.1 Third Party Software Properties
  - A.1.1 Key properties
- A.2 Database Connection Properties
  - A.2.1 Key properties
- A.3 User Properties
- A.4 Host Properties
  - A.4.1 Key properties
  - A.4.2 Other properties
- A.5 Application server properties
  - A.5.1 Key properties
  - A.5.2 Other properties
    - A.5.2.1 Secondary host properties
- A.6 Weblogic properties
  - A.6.1 Key properties
- A.7 Process Monitor properties
  - A.7.1 Key properties
- A.8 Other properties
Appendix B Configuration data sheet
Appendix C Enabling SDM on a non-SDM system
- C.1 Enabling SDM as part of an upgrade
- C.2 Enabling SDM
Appendix D The build script
- D.1 Introduction
- D.2 build.pl options
- D.3 cmmbuild.pl options
- D.4 Examples
Appendix E Upgrading CMM from a version before version 7.1.3.2
- E.1 Applying required database update
- E.2 Installing and executing cmmbuild.pl
  - E.2.0.1 Required files
  - E.2.0.2 Procedure
Appendix F The cmmbuild.pl tool (pre version 7.3.0)
- F.1 cmmbuild.pl options
  - F.1.1 Examples
  - F.1.2 Post migration: tables with less rows
Appendix G Transferring data from Sybase to Oracle
- G.1 Introduction
  - G.1.1 Using a Wallstreet Suite 6.5 database
  - G.1.2 Summary of steps
- G.2 Creating an empty Oracle database
- G.3 Dropping all indexes in the target database
- G.4 Exporting data from Sybase
  - G.4.1 Copying large tables from Sybase
- G.5 Creating database tables (version 6.5 only)
- G.6 Converting data
- G.7 Importing data into Oracle
- G.8 Rebuilding indexes
- G.9 Rebuilding GLM indexes (version 6.5 only)
- G.10 Final tasks after data import
Appendix H Password encryption
- H.1 Encrypting passwords
Appendix I Trusted database login from TRM
- I.1 Introduction
- I.2 Trusted connection setup
Appendix J WebSuite with an IIS proxy server
- J.1 Configuring an IIS proxy with the ISAPI plugin and Weblogic
  - J.1.1 Installing and configuring the ISAPI plugin by proxying by path
- J.2 Adding a filter plugin to manage WebSuite local resources
  - J.2.1 Installing IIRF
Appendix K Troubleshooting and FAQs
- K.1 Troubleshooting
- K.2 FAQs

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