Installation Instructions for Hot Fix H07001

Windows

Hot fix H07001 addresses the issue(s) in SAS Financial Crimes Monitor Server 2.3_M1 on Windows as documented in the Issue(s) Addressed section of the hot fix download page:

https://tshf.sas.com/techsup/download/hotfix/HF2/H07.html#H07001

The hot fix downloaded, H07001wn.zip, contains the updated files required to address the documented issues.
Do NOT extract the contents of H07001wn.zip. The hot fix installation process will extract the contents as needed.

IMPORTANT NOTES

1. You must have SAS Financial Crimes Monitor Server 2.3_M1 installed on your system before applying this hot fix. Refer to SN-35968 for instructions on how to determine which product releases you have installed.

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.

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

After downloading H07001wn.zip, follow the instructions for applying hot fixes in the SAS Deployment Wizard and SAS Deployment Manager 9.3: User's Guide.

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

POST-INSTALLATION INSTRUCTIONS

This document will be referring to several files and directories. The names that the document uses are default values. The names of these files and directories may be different in your installation, based on how you named the files.

Make sure that the SAS services are restarted after applying the hotfix.

Make sure that the proper permissions are set on the libraries that you are working with. For example, if you are attempting to delete a table and the table won't delete then you probably need to set the permissions on that table (or library) in SMC.

Steps:

1. Un-register alert_summary_template.sas. Alert_summary_template is the default name that this document uses for the dataset which mimics the alert_summary table structure.
   1. Open SAS Management Console as a user with unrestricted privileges.
   2. Navigate to Data Library Manager - Libraries - <Library that contains the alert_summary_template dataset>. For our example, we will work with a library named "FCM Alert Template" which contains our dataset alert_summary.
   3. Right click on FCM Alert Template library and select Properties.
   4. Click on the Options tab and copy the path displayed in the 'Selected Items' text box. (We will be using this path later when we create the libname statement in step 2).
   5. Close the properties window.
   6. In the right-hand pane, right-click on the alert_summary dataset and select Delete.
2. Create the Alert Summary table by modifying and executing the alert_summary_template.sas file.
   1. Navigate to ucmacro folder, which if the default installation location was used should be located at
      <SASHome>\SASFoundation\9.3\fincrmmva\ucmacros
   2. Open the alert_summary_template.sas program.
   3. Before the macro definition statement (%macro alert_summary_template), add a libname statement to the location we saved in step 1D. This should be a local folder. As an example:
      libname fcm_prep "<fcm_prep library location>\alert_templates";
   4. Uncomment the last line of the code in the alert_summary_template.sas file, which reads
      %alert_summary_template(table_in=fcm_prep.alert_summary)
3. Edit the autoexec.sas file. Add a file named "reduction.sas" to an include statement.
   1. Navigate to the location of the autoexec.sas file. The default location is at
      <Config>\Lev1\Applications\SASFinancialCrimesMonitor2.3
   2. Open the autoexec.sas program for editing.
   3. Search the autoexec.sas file for the "include" statement that contains the scoring.sas file.
   4. This "include" statement should include four sas files: scoring.sas, alert_summary_template.sas, final_scenario_template.sas, and job_calendar_check.sas. Add the filename "reduction.sas" to the end of this list of files.
4. Submit the autoexec.sas file and the alert_summary_template.sas files.
   1. Via an interactive SAS session, submit the autoexec.sas program. When you submit this program a dialog will appear asking for your connection information to the metadata server. You will need to supply this information. There are no defaults as this information is specific to your metadata server.
   2. After submitting the auto_exec.sas program, submit the alert_summary_template.sas program.
5. Re-register the alert_summary dataset in SMC.
   1. In the SAS Management Console, navigate to the library which contained the alert_summary dataset in step 1 above. Our example library is "FCM ALERT Template".
   2. In the left-hand pane, right-click on FCM Alert Template and select 'Register Tables'.
   3. Check the box labeled "Enable case-sensitive DBMS object names." And click Next.
   4. At this point you will need to provide an additional set of credentials for your metadata server. The reason for this is that unrestricted users are not allowed to register tables within libraries.
   5. Highlight the ALERT_SUMMARY dataset by selecting it, and then click Next.
   6. Click Finish.
   7. Verify that ALERT_SUMMARY appears in the right-hand pane.
   8. Right-click on ALERT_SUMMARY and select Properties.
   9. Click on Authorization and add Financial Crimes DB Auth Group (with ReadMetaData and Read permissions) if not already added.
   10. Right-click on ALERT_SUMMARY again; Select Update Metadata, and follow the prompts.
   11. Close SMC.
6. Run alter script.
   1. First, find out what DB is being used by the FCM libref. This libref is not a library that is registered in SMC. It is instead created dynamically during the execution of the autoexec.sas file. If you already know what type of DB is being used for this library, then great. If not then navigate to the autoexec.sas file (instructions for this can be found at 3a). Open the autoexec.sas file and search for the "libname fcm" statement. This statement will tell you what kind of database your FCM library is using.
   2. Navigate to the folder where the ddl scripts are located. For example, if you used default installation locations then they would be found at
      <SASHome>\SASFoundation\9.3\fincrmmva\sasmisc\dbmc\ddl
   3. Choose the correct script based on the database in use for the FCM Libref.
      1. DB2: fcm_alter_script_db2.sql
      2. Microsoft SQL: fcm_alter_script_ms_sql.sql
      3. MySQL: fcm_alter_script_mysql.sql
      4. Oracle: fcm_alter_script_oracle.sql
   4. Execute the script against the FCM database as a user with DBA permissions in a database client or command line. The instructions to this step are DB and installation specific so we can't provide detailed guidance.

This completes the installation of hot fix H07001 on Windows.