Installing Private Individuals 3.2.1
This page contains the installation steps for v3.2.1. If you need to install the Single Customer View (Private Individuals) v3.2, follow the instructions on this page.
Follow the below steps to install Single Customer View (Private Individuals)3.2. For the Legal Entities module installation steps, see the Installing Legal entities 3.2 page.
You must run the deployment tool on a machine with network access to Innovation Studio and FintechOS database server.
Dependencies
In order to install Single Customer View (Private Individuals) v3.2.1, the following packages need to be installed first:
-
Innovation Studio minimum version v22.1
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SySDigitalSolutionPackages v22.1.0001
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FtosSysPkgDeployer Tool for v22.1
The below installation steps describe how the install Single Customer View (Private Individuals) v3.2.1. You can install both Single Customer View modules on your FintechOS Instance. To do so, download the below packages from the Release Hub:
1. Single Customer View (C360) Common.zip
2. Single Customer View (C360) Private Individuals.zip
Installation Steps
- Go to the Release Hub, locate the FintechOS 22.R2 folder and select 22.R2 Update Pack 1 > Lighthouse.
- Download and unzip the Single Customer View (C360) Common.zip package in C:\temp\C360Common (or another path of your choice).
- Download and unzip the Single Customer View (C360) Private Individuals.zip package in C:\temp\C360PI (or another path of your choice).
- Use the FtosSysPkgDeployer to install each package as follows:
- Navigate to the location where you have unzipped the FtosSysPkgDeployer.
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Run the following commands with “Run as administrator”:
NOTE
The input parameters are just samples, you need to replace the parameters with real values.-
FtosSysPkgDeployer.exe" -i -a -s "StudioLink" -u AdminStudioUser -p user_password -z DataBaseServer -v DB_user -k DB_user_password -d "TheNameOfTheDataBase" -r "C:\temp\C360Common\*.zip"The script starts running in your Windows console. Wait for it to finish.
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FtosSysPkgDeployer.exe" -i -a -s "StudioLink" -u AdminStudioUser -p user_password -z DataBaseServer -v DB_user -k DB_user_password -d "TheNameOfTheDataBase" -r "C:\temp\C360PI\*.zip"If your parameter values were correct, the Single Customer View (Private Individuals) menus are displayed in the FintechOS Portal.
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The syntax presented here is for information purposes only. Please run the actual async install_SysPackDA.bat file.
FtosSysPkgDeployer Tool Parameters Explanation
| Field | Description |
| <StudioLink> | The web URL of the Innovation Studio installation, for example http://localhost/ftos_studio. |
| <AdminStudioUser> | The username of the Innovation Studio user under which this import is executed. The user has to exist in Innovation Studio prior to this operation |
| <user_password> | The password for the Innovation Studio user. |
| <DataBaseServer> | The name of the database server where the FintechOS installation database was created. |
| <DB_user> | The username of the SQL Server user with administration rights on the FintechOS installation database. |
| <DB_user_password> | The password for the above mentioned SQL user. |
| <TheNameOfTheDataBase> | The name of the database where the CoreBanking_3.0.2 is deployed. |
For more information about the deployment tool, please run FtosSysPackageDeployer.exe without any arguments to see the built-in help
Post-installation Steps
The following scheduled jobs are used with the Single Customer View (Private Individuals) solution and are created after the packages are installed.
| Job Name | FTOS_CMB_RecalculateManagersPath |
|---|---|
| Scheduled | Runs every hour - Foundation package. |
| Description | Updates the managers' hierarchy records for the FTOS_CMB_SystemUserInfo
entity. |
| Job Name | FTOS_ACC_RecalculateParentBranchPath |
|---|---|
| Scheduled | Runs every hour - Foundation package. |
| Description | Updates the branch hierarchy records for the FTOS_ACC_BUBranch
entity. |
| Job Name | FTOS_ACC_RecalculateParentBranchPath |
|---|---|
| Scheduled | Runs every hour - Foundation package. |
| Description | Updates the branch hierarchy records for the FTOS_ACC_BUBranch
entity. |
| Job Name | FTOS_ACC_CheckAddressExpirationDate |
|---|---|
| Scheduled | At 00:00, once a day - Customer 360 Common package |
| Description | Disables all the records from the Address entity with the Expiration Date set in the past. |
| Job Name | FTOS_ACC_CheckEmailExpirationDate |
|---|---|
| Scheduled | At 00:00, once a day - Customer 360 Common package |
| Description | Disables all the records from the FTOS_ACC_EmailAddress entity with the Expiration Date set in the past. |
| Job Name | FTOS_ACC_CheckPhoneExpirationDate |
|---|---|
| Scheduled | At 00:00, once a day - Customer 360 Common package |
| Description | Disables all the records from the FTOS_ACC_PhoneNumber entity with the Expiration Date set in the past. |
| Job Name | FTOS_ACC_CheckIdentityCardExpirationDate |
|---|---|
| Scheduled | At 00:00, once a day - Customer 360 Private Individuals package |
| Description | Disables all the records from the FTOS_ACC_IdentityCard entity with the Expiration Date set in the past. |