Installation Instructions for Hot Fix S01001

Solaris for x64

Hot fix S01001 addresses the issue(s) in SAS Credit Scoring for Banking 5.3_M1 as documented in the Issue(s) Addressed section of the hot fix download page:

https://tshf.sas.com/techsup/download/hotfix/HF2/S01.html#S01001

S01001 is a "container" hot fix that contains the following "member" hot fixes which will update the software components as needed.

R97001  updates  SAS Credit Scoring for Banking Mid Tier 5.3_M1
P91002  updates  SAS Credit Scoring for Banking Server 5.3_M1
R98001  updates  SAS Dynamic Analytical Base Table Server 5.5_M1
R99001  updates  SAS Foundation for Banking Server 5.3_M1

Before applying this hot fix, follow the instructions in SAS Note 35968 to generate a SAS Deployment Registry report, then verify that the appropriate product releases are installed on your system. The release number information in the Registry report should match the 'member' release number information provided above for the software components installed on each machine in your deployment.

The hot fix downloaded, S01001pt.zip, includes the updates required for all components listed above on all applicable operating systems. To apply this hot fix on multiple machines, you can either save S01001pt.zip on each machine or save it in a network location that is accessible to all machines.

Do NOT extract the contents of S01001pt.zip. The hot fix installation process will extract the contents as needed.

IMPORTANT NOTES

1. Before you apply the hot fix, make sure that you have performed all of the installation and post-installation steps that are described in the SAS Credit Scoring for Banking 5.3: Administrator's Guide.

2. The customizations done in any of the jobs or tables that are modified as part of this hot fix will need to be reapplied manually after the hot fix is applied.

3. 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. The following list is mandatory for this hot fix, which will allow you to restore your environment to the original status prior to having applied the hot fix:
   1. Take a backup of SAS Metadata repository.
   2. Take a backup of application mart that resides in PostgreSQL database.
   3. Take a backup of data at the following locations:

      Foundation Mart – See the topic, “Backing Up Data” in Chapter 6, “Populate the Foundation Mart” in the SAS Credit Scoring for Banking 5.3: Administrator's Guide.
      Credit Scoring Mart – See the topic, “Backing Up Data” in Chapter 7, “Populate the Credit Scoring Mart” in the SAS Credit Scoring for Banking 5.3: Administrator's Guide.

   4. Take a backup of deployed jobs at the following locations:

      /Applications/SASBankingFoundation5.3/deployed_jobs/foundationmart
      /Applications/SASCreditScoringBankingSrvr5.3/deployed_jobs/csmart

4. You must have Administrator Privileges on your CLIENT or SERVER machine.

5. All currently active SAS sessions, daemons, spawners and servers must be terminated before applying this hot fix.
   
   
6. This hot fix should be installed using the same userid who performed the initial software installation.

INSTALLATION

The hot fix will be applied using the SAS Deployment Manager (SDM). By default, the SDM will search in the <SASHOME>/InstallMisc/HotFixes/New directory for hot fixes to be applied, but will also prompt for a location if you have downloaded hot fixes to a different directory.

After downloading S01001pt.zip, follow the instructions for applying hot fixes in the SAS Deployment Wizard and SAS Deployment Manager 9.4: User's Guide.

The hot fix installation process generates the log file

<!SASHOME>/InstallMisc/InstallLogs/IT_date-and-time-stamp.log

Postexec log files are created after the installation is completed and identifies the files that were added, backed up, changed and removed. These log files include the 'member' hot fix id in the name of the file and are also written to the <!SASHOME>/InstallMisc/InstallLogs directory. There is one postexec log for each 'member' hot fix applied (member hot fixes are listed at the top of these instructions).

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

POST-INSTALLATION INSTRUCTIONS

For each product installed, click the link to be redirected to post-installation instructions.

R97001  updates  SAS Credit Scoring for Banking Mid Tier 5.3_M1
P91002  updates  SAS Credit Scoring for Banking Server 5.3_M1
R98001  updates  SAS Dynamic Analytical Base Table Server 5.5_M1
R99001  updates  SAS Foundation for Banking Server 5.3_M1

P91002  updates  SAS Credit Scoring for Banking Server 5.3_M1

1. Import ETL job metadata.
   1. Start SAS Data Integration Studio, and connect to the appropriate metadata server.
      Note: Make sure that you are connected to the correct application server.

   2. Go to the Folders tab.

   3. Right-click on the /Products/SAS Credit Scoring for Banking 5.3 metadata folder, then select Import SAS Package. The Import SAS Package wizard appears.

   4. Use the Import SAS Package wizard to import the .spk file listed below. When importing the .spk file, on the first page of the Import SAS Package wizard, enter the physical location of the .spk file.

      Windows:
      /SASFoundation/9.4/csbmva/sasmisc/Config/Deployment/Packages/csbmva_mart_jobs.spk
      UNIX:
      /SASFoundation/9.4/misc/csbmva/Config/Deployment/Packages/csbmva_mart_jobs.spk

   5. On the Select Objects to Import page, make sure that all items are selected.
      Note: During the import, all the selected objects are overwritten.

   6. Complete the tasks on the remaining pages of the Import SAS Package wizard using the default selections.
      

2. Redeploy jobs.
   1. After the import, navigate to and expand the /Products/SAS Credit Scoring for Banking 5.3/Credit Scoring Mart/Deployed Jobs. Select all the jobs in the Deployed Jobs folder.

   2. Right-click on the selected jobs, and then select Scheduling à Redeploy. Do not change the default selections in the Redeploy scheduled jobs dialog box. Click OK.

3. Run the following code in the Code Editor.

   Windows:
   %include "%sysget(SASROOT)\csbmva\sasmisc\controlscripts\csbmva_hf_wrapper.sas";

   UNIX:
   %include "%sysget(SASROOT)/misc/csbmva/controlscripts/csbmva_hf_wrapper.sas";

R98001  updates  SAS Dynamic Analytical Base Table Server 5.5_M1

NONE

R99001  updates  SAS Foundation for Banking Server 5.3_M1

IMPORTANT NOTE: You should not perform these steps if you are not using SAS Detail Data Store for Banking.

1. Import ETL job metadata.
   1. Start SAS Data Integration Studio, and connect to the appropriate metadata server.
      Note: Make sure that you are connected to the correct application server.

   2. Go to the Folders tab.

   3. Right-click on the /Products/SAS Foundation for Banking Server 5.3 metadata folder, then select Import SAS Package. The Import SAS Package wizard appears.

   4. Use the Import SAS Package wizard to import the .spk file listed below. When importing the .spk file, on the first page of the Import SAS Package wizard, enter the physical location of the .spk file.

      Windows:
      /SASFoundation/9.4/bankfdnsrv/sasmisc/config/Deployment/Packages/bankfdn_fm_jobs_1.spk

      UNIX:
      /SASFoundation/9.4/misc/bankfdnsrv/config/Deployment/Packages/bankfdn_fm_jobs_1.spk

   5. On the Select Objects to Import page, make sure that all items are selected.
      Note: During the import, all the selected objects are overwritten.

   6. Complete the tasks on the remaining pages of the Import SAS Package wizard using the default selections.

2. Redeploy jobs.
   1. After the import, navigate to and expand the /Products/SAS Foundation for Banking Server 5.3/Foundation Mart/Deployed Jobs. Select all the jobs in the Deployed Jobs folder.

   2. Right-click on the selected jobs, and then select Scheduling à Redeploy. Do not change the default selections in the Redeploy scheduled jobs dialog box. Click OK.

R97001  updates  SAS Credit Scoring for Banking Mid Tier 5.3_M1

1. Restart the web application server.

2. Clear your browser cache before you log on to SAS Credit Scoring for Banking.

Important Note:

Loss Given Default (LGD) processing and calculation of statistical measures for application scoring have been modified as a part of this hot fix. Please click on the link below to access documentation regarding this change:

LGD and Statistical Measures Changes