Installing Private Individuals 3.2

HINT  
This page contains the installation steps for v3.2. If you need to install the Single Customer View (Private Individuals) v3.2.1, 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.

IMPORTANT!  
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)3.2, the following packages need to be installed first:

  • Innovation Studio minimum version v22.1

  • SySDigitalSolutionPackages v22.1.0000

  • FtosSysPkgDeployer Tool for v22.1

NOTE  
The below installation steps describe how the install Single Customer View (Private Individuals)3.2. 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

  1. Download and unzip the Single Customer View (C360) Common.zip package from the Release Hub in C:\temp\C360Common (or another path of your choice).
  2. Download and unzip the Single Customer View (C360) Private Individuals.zip package from the Release Hub in C:\temp\C360PI (or another path of your choice).
  3. Use the FtosSysPkgDeployer to install each package as follows:
    • Navigate to the location where you have unzipped the FtosSysPkgDeployer.
    • 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.

      • 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.

NOTE  
The syntax presented here is for information purposes only. Please run the actual async install_SysPackDA.bat file.

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 NameFTOS_ACC_RecalculateParentBranchPath
ScheduledRuns every hour - Foundation package.
DescriptionUpdates the branch hierarchy records for the FTOS_ACC_BUBranch entity.
 
Job NameFTOS_ACC_RecalculateParentBranchPath
ScheduledRuns every hour - Foundation package.
DescriptionUpdates the branch hierarchy records for the FTOS_ACC_BUBranch entity.
 
Job NameFTOS_ACC_CheckAddressExpirationDate
ScheduledAt 00:00, once a day - Customer 360 Common package
DescriptionDisables all the records from the Address entity with the Expiration Date set in the past.
 
Job NameFTOS_ACC_CheckEmailExpirationDate
ScheduledAt 00:00, once a day - Customer 360 Common package
DescriptionDisables all the records from the FTOS_ACC_EmailAddress entity with the Expiration Date set in the past.
 
Job NameFTOS_ACC_CheckPhoneExpirationDate
ScheduledAt 00:00, once a day - Customer 360 Common package
DescriptionDisables all the records from the FTOS_ACC_PhoneNumber entity with the Expiration Date set in the past.
 
Job NameFTOS_ACC_CheckIdentityCardExpirationDate
ScheduledAt 00:00, once a day - Customer 360 Private Individuals package
DescriptionDisables all the records from the FTOS_ACC_IdentityCard entity with the Expiration Date set in the past.