IRIS 8.14-001 Installation Instructions Part 1 (AS400)
IRIS 8.14-001 Installation Instructions Part 1 (AS400)
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Copyright notice
(c) Copyright Xchanging Global Insurance Solutions 2005. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior permission of XGIS.
Disclaimer
Information in this document is subject to change without notice and does not represent a commitment on the part of XGIS. XGIS provides no warranty of any kind with regard to this material including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. XGIS shall not be liable for errors contained herein or for any direct, incidental or consequential damages resulting from the use of this material
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1. AMENDMENT HISTORY Reason Date New Reference Version 1 09/05 Q:\Iris Support\IRIS GUI Installations\Installation 8.14 \IRIS 8.14-001 Installation Instructions Part 1 (AS400).01.doc
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CONTENTS 1. AMENDMENT HISTORY ...... 3
2. INTRODUCTION ...... 6
3. OVERVIEW ...... 7
IRIS RELEASE NAMING CONVENTION...... 7
IRIS UPGRADE APPLICABILITY...... 7 4. EXPECTED TIME ...... 8
5. INSTALLATION MATERIALS ...... 9
ENCLOSED ITEMS...... 9
OTHER ITEMS REQUIRED...... 9 6. INSTALLATION PRE-REQUISITES ...... 10
7. INSTALLATION REQUIREMENTS ...... 11
CURRENT VERSION OF IRIS...... 11
EXCLUSIVITY...... 11 8. INSTALLATION INSTRUCTIONS ...... 12
GENERAL INSTRUCTIONS...... 12 8.1.1 Conversion Menu Options...... 12
INSTALLATION APPLICATION STRATEGY OPTIONS...... 17 8.1.2 Environment (Mode)...... 17
PRE-INSTALLATION PROCEDURES...... 17 8.1.3 IRIS Preparation...... 17 8.1.4 Back-up IRIS System...... 18 8.1.5 System Preparation (Live Environment only)...... 18 8.1.6 Delete SQL Packages...... 18 8.1.7 Restoring XUNMTOOLS...... 18 8.1.8 Begin Upgrading IRIS to 8.14-001...... 21 9. SYSTEM LIBRARY CHANGES ...... 27
IMPLICATIONS FOR GUI...... 27 10. APD - MENU SYSTEM ...... 28
11. USER DEFINED QUERIES ...... 29
12. POST UPGRADE PROCEDURES ...... 30
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SET PRINTER FILES TO HOLD IF REQUIRED (ONLY RUN AFTER A LIVE UPGRADE)...... 30
INSTALLATION CHECKS...... 31
CONTACT XGIS...... 31 13. DATA AREAS ...... 32
14. ASSISTANCE CONTACTS ...... 33
15. FILES AFFECTED/UPDATED ...... 34
NEW DATABASE FILES...... 34
CHANGED DATABASE FILES...... 35 16. NEW/CHANGED FIELDS ...... 38
17. SERVICE NOTIFICATIONS ADDRESSED ...... 39
18. IR RELEASE NOTES ...... 39
19. FIX PROGRAMS ...... 39
20. APPENDIX ...... 39
LIBRARY NAMING CONVENTION...... 39 21. SUPPLEMENT ...... 39
PROGRESS FLOW SHEETS...... 39
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2. INTRODUCTION
Conventions
Throughout this guide the following conventions have been used:
AS/400 commands which are to be entered exactly as shown are displayed with a Bold typeface e.g. CHGLIBL LIBL(QTEMP)
Any commands which require a generic parameter to be substituted by specific parameter are displayed with a Normal Italic typeface enclosed within curly brackets e.g. {IRIS Data Library}, {Tape Device}.
Any AS/400 commands where a parameter needs to be entered where one does not exist are displayed in a Bold Italic typeface. This generally only occurs on AS/400 screen displays where the screen is initially displayed without a parameter and one is selected from a list e.g. *DEV *TAP
On AS/400 screens where the existing parameter requires amendment, the existing parameter is displayed in a Bold Italic typeface and is enclosed in curly brackets e.g. {XUNMSYS}. The value that needs to be substituted is given in the accompanying text.
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3. OVERVIEW
IRIS Release Naming Convention
Because of the development of a GUI (Graphical User Interface) version of the IRIS database, it has become necessary to introduce a revised naming convention for the releases of the IRIS software. Previously the naming convention consisted of two parts: a Version number and a Release number For example IRIS 8.1.
With the introduction of the GUI version, the naming convention consists of three parts: the GUI Version number, the IRIS version number and a Release number For example 4.9.1
The last required release of the IRIS software was version 8.14. The AS/400 8.14-001 ptf can only be applied to Version 8.14.
If the version of IRIS being used is earlier than 8.14 then the current version of the IRIS software needs to be upgraded to Version 8.14 before proceeding with this upgrade to Version 8.14-001. If you do not have the upgrade instructions or tape for version 8.14, then please contact either the Helpdesk (020 7780 5373) or your Account Manager.
IRIS Upgrade Applicability
This documentation refers to the installation of the upgrade to IRIS Version 8.14-001 of IRIS from Version 8.14.
The installation is achieved via a central menu, which is provided on the tape supplied. This method of operation promotes ease of use and reduces the possibility for error.
Please read the whole of this documentation thoroughly and decide on the various options presented before undertaking the upgrade installation.
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4. EXPECTED TIME
To assist with the planning of this installation, estimates of the expected time are provided for each of the major sections of the installation. This includes the preparation time before the actual install is attempted. It should be emphasised that the times provided are only estimates. The processor size of the AS/400 and the quantity of the data within the IRIS database will affect the times stated below.
Pre - Installation preparation 1.00 hours Back-up of IRIS libraries 1.00 hours Restore items from Installation Tape 1.00 hours Apply Installation 2.00 hours Post Installation Procedures 1.00 hours
Total 6.00
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5. INSTALLATION MATERIALS
Enclosed Items
The following items are enclosed:
Item Type Title Received Tape Release IRIS Version 8.14 PTF001 - Upgrade Documentation IRIS 8.14-001 Installation Instructions Part 1 (AS400)
If any of the above items are not received or received in a damaged condition then please contact your Account Manager or those personnel listed under Assistance / Contacts
The tapes specified above contain the following items for this installation
Tape Release IRIS Version 8.14-001 Upgrade Contents Type Name Description Library XUNMTOOLS U/W Utility Tools
Library XUNMDTX141 IRIS Data Objects Library XUNMSYS141 IRIS Program Objects Folder/ USYSDOC/ IRIS Help Text Documents Document USYSHLP
Other Items Required
The following documentation has been posted onto the web-site and relates to this installation. Date Document Identification Title Installation Guide 8.14-001 IRIS 8.14-001-Release Notes.01.doc V8.14-001 Release Notes
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6. INSTALLATION PRE-REQUISITES
This upgrade installation has been prepared on the basis that the following conditions exist on your machine:
The AS/400 is currently using Version 3 Release 2 or later of the operating system
The person undertaking the Installation has authority equivalent to QSECOFR or QSECADM
The User Profile E#UW exists on the AS/400 and has authority to the following commands: RSTLIB RSTOBJ RSTDLO.
If any of the above are either not true or are not available then the upgrade installation will not run. Please contact your Account Manager for guidance.
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7. INSTALLATION REQUIREMENTS
Current Version of IRIS
This installation can only be applied to Version 8.14 of IRIS. The current version of IRIS can be found in Data Area ZZPFRZA0. If you are currently on V8.14 of IRIS, this data area should be set to ‘8.14’. The Data area can be accessed through the Data Area Manager option within IRIS. This option is found on the Housekeeping Menu. The data area can be found within the section entitled ‘General Data Area Maintenance’ and is entitled ‘IRIS Release Status’. In the past, this data area was not updated automatically when a system was upgraded, so unless it has been updated manually, it may be misleading. If you are at all unsure of the version you are currently on, please do not hesitate to call us.
Exclusivity
The upgrade installation cannot be applied if the IRIS system is in use. Please ensure that Users have been advised in advance of the intended date for the upgrade and that no Users are signed on to IRIS during the installation process.
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8. INSTALLATION INSTRUCTIONS
General Instructions
Please note that all commands must be entered in upper case unless otherwise indicated. Sign on to the AS/400 using the profile E#UW. This profile must be used to ensure that the correct authority is used when applying Release V8.14-001.
Before the upgrade you should try to obtain a password for one of the User signons. This will be useful for checking accessibility to the IRIS system after the upgrade is completed.
The following section is a description of each of the menu options. This should be read before starting the upgrade on page 17 under the Pre-Installation procedures.
Conversion Menu
CNVMNU CONVERSION MENU
Select one of the following:
1. Set Parameters / Data-areas 2. Restore Upgrade Libraries 3. End Journalling on Data Libraries 4. Re-size Upgrade Files 5. Upgrade Data Libraries 6. Run Fix Programs 7. Restart Journalling 8. Update Bureau Message Severities 9. Print Upgrade Messages
10. Display Upgrade Status Data-area 11. Tools 12. Apply PTF to System Library Selection or command ===>
8.1 Conversion Menu Options
Option 1. Set Parameters / Data-areas This option allows the operator to enter the details of the conversion to be performed. These details are stored and used by the later options on the menu.
Option 2. Restore Upgrade Libraries This option restores all libraries necessary for the upgrade to Version 8.14-001 to your AS/400. The libraries are named according to the standard library naming convention (The naming standards are explained in the Appendix in section 20).
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Option 3. End Journalling on Data Libraries Journalling is ended on the data library to be upgraded.
Option 4. Re-size Upgrade Files This routine re-sizes all the new or amended physical files being delivered. This ensures that they are big enough to receive all of the data currently held in the equivalent environment to be upgraded IRIS file.
Option 5. Upgrade Data Libraries This option upgrades the existing data library for the chosen environment on the AS/400 to version 8.14-001 of IRIS. All current data and data-area settings are retained. The parameters required for the option have already been entered under Option 1 - Set Parameters / Data Areas
If the error report contains one of the following error messages: 'Error occurred while converting IRIS files: see report for details.' 'Error occurred while adding members to currency file: see report for details.' 'Error occurred while deleting unwanted objects: see report for details.' 'Error occurred while running V14 fix programs: see report for details.' 'Error occurred while changing authorities to *ALL: see report for details.' 'Error occurred while updating MAXMBRS parameter: see report for details.' 'Error occurred while setting data area values: see report for details.' then the main data conversion has completed normally, but one of the additional conversion routines has failed. Menu option 5 - Upgrade Data Libraries can be re-run after the error has been corrected. The data conversion routine will continue from the point where the error occurred. The error report will be produced automatically on your spool queue and will help to determine the problem.
The upgrade can be re-started after any error that occurs during the Upgrade Data Libraries option has been corrected. It is not necessary to restore the AS/400 or start the whole upgrade again. The re-start is made available by re-running option 5 on the menu.
Option 6. Run Fix Programs This option calls the relevant fix programs to be run. There are some fix programs that are run automatically, but there are others that are not. You need to check the Fix program section on page 42 and follow the instructions.
Option 7. Restart Journaling Journaling is restarted for the (now upgraded) data library.
Option 8. Update Bureau Message Severities This resets the Bureau message severities back to your preferred values.
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Option 9. Print Update Messages This option prints a report listing the current situation of the upgrade procedure, the upgraded library names and any outstanding tasks. The option can be run at any time to determine the status of the upgrade. It should be run if any of the options end abnormally.
Option 10. Display Upgrade Status Data-area This option displays the stage in the upgrade process that has been reached.
Option 11. Tools This is a menu consisting of various options designed to reduce the manual work involved in the upgrade. Details are below.
Option 12. Apply PTF to System Library This option should only be run if a PTF is being applied. For full releases, a new copy of the system library is restored from tape. For PTFs, changed programs need to be applied to the existing system library, so this option needs to be run. A parameter screen will be displayed for the system library to be entered. (e.g. XUNMSYT for a test upgrade, XUNMSYS for a live upgrade).
Conversion Tools Menu (CNVTOL)
This is a fairly new menu that has been added since the 6.12 release to try to reduce the amount of manual job submission for the user. The Menu is accessed from the standard conversion menu. The options on the menu need not be taken in sequence, i.e. one after the other, but are to be used as and when the manual states. It is important to note that these options will not run unless the parameters have been set for the upgrade. This is explained later in the manual.
The menu is as below: ------
CNVTOL CNVTOL Menu
Select one of the following:
1. Set output queue of this job's spooled files to HOLD
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2. Check Scope (Parameters must be set for opt.1 on Conversion Menu) 3. Check for Data Library lock (Parameters must be set for opt.1 on Conversion Menu) 4. Rename System Library (only after LIVE upgrade) 5. Set Printer Files to HOLD 6. Update Library List 7. Release output queue of this job's spooled files 8. Set Printer Files to not held 9. Store Check Information Before Upgrade 10. Store Check Information After Upgrade 11. Run Upgrade Check
Selection or command ===>
F3=Exit F4=Prompt F9=Retrieve F12=Cancel F13=Information Assistant F16=AS/400 main menu
------
Option 1. Set output queue of this job's spooled files to HOLD
It is recommended that this is run before you begin the upgrade to prevent reports printing automatically.
Option 2. Check Scope
This option will submit the integrity checking job, and can only be run if the parameters have been set. The parameters are set using option 1 from the main Conversion menu. (F12 back to this menu if you are currently in the ‘Cnvtol’ menu). You will be asked to enter the name of the data library, journal library etc, and these will be used throughout the upgrade. If files are detailed on the reports produced by the checking job, these will need to be deleted before the upgrade can take place.
Option 3. Check for Data Library Lock
This option will display any users locking the data library. It is essential that no-one is using the data whilst the upgrade takes place, so do not start the upgrade whilst there are locks shown here.
Option 4. Rename System Library (only after LIVE upgrade)
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DO NOT RUN THIS IF APPLYING A PTF
This is not relevant for PTFs.
Option 5. Set Print files to HOLD
This option will prevent all print files produced by IRIS from printing automatically.
Option 6. Copy Library List
This option will copy ZCSLREP which holds the information necessary for APD into the relevant system library.
DO NOT RUN THIS IF APPLYING A PTF
This is not relevant for PTFs.
Option 7. Release output queue of this job's spooled files
This option will release the output queue held by selecting option 1.
Option 8. Set Print files to not held
This option will reverse option 5 and allow all print files produced by IRIS reports to print automatically.
Option 9. Store Check Information before Upgrade
Running this option will store record counts for all files and hash totals from selected fields on selected files BEFORE the upgrade.
Option 10. Store Check Information after Upgrade
Running this option will store record counts for all files and hash totals from selected fields on selected files AFTER the upgrade.
Option 11. Run Upgrade Check
This option will run reports comparing the BEFORE and AFTER information stored from options 9 & 10.
Installation Application Strategy Options
Please note that it is important to decide on the strategy to be adopted when applying this upgrade in advance of undertaking the task.
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The installation can be performed in a number of ways depending on your current set up and the intended objective. It is important to decide your preferred route in advance. The factors affecting the choice are detailed below.
8.2 Environment (Mode) The following options are available for the upgrade of the environments on your system.
Upgrade of Test Environment or Training Environment Upgrade of Live Environment
Your selection may depend on whether you intend to test the new installation prior to its release to general Users of the system for the live business activities
Places that hold library lists in the GUI/AS/400 (initial library lists/System administration) will have to be re-visited after a test upgrade has taken place, to reflect any changes in system libraries. Section 9 has some reminders of what may need to be changed.
Pre-Installation Procedures
Ensure you are signed on as E#UW.
8.3 IRIS Preparation Before the installation is applied a check must be made to ensure that all batch jobs have completed normally. To check a particular job queue, use the command:
WRKJOBQ QBATCH
In this example QBATCH is the job queue, but you can substitute this for your own specific queue.
It is strongly recommended that a closings update and post closings are run. Furthermore, any reports scheduled to run during or after the installation should be completed prior to this installation. If any jobs do not finish normally then the problem must be resolved before the installation is attempted.
8.4 Back-up IRIS System Before applying Release 8.14-001, it is imperative that the IRIS system is backed up. This will ensure that the system can be restored to its previous state should the installation fail or an unforeseen event occur whilst the implementation is taking place.
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8.5 System Preparation (Live Environment only) The installation will proceed more quickly if the following subsystems are ended: QSNADS QBATCH
Note: These sub-systems can be ended for a LIVE upgrade, but NOT for a TEST upgrade, since it will affect Users of the LIVE system.
The subsystems can be ended one at a time using the following command: ENDSBS SBS({name of subsystem})
8.6 Delete SQL Packages
Please note that you need to delete the SQL packages for QGPL if you are upgrading a test or live system environment. In both test and live upgrades, users will have to be signed off whilst this deletion takes place. They will be able to sign back on to any environment not being upgraded straight after the deletion. For example, if you are upgrading the test system, users will be able to sign back on to live once the sql packages have been deleted.
DLTSQLPKG QGPL/IRIS* DLTSQLPKG data library/IRIS*
8.7 Restoring XUNMTOOLS Firstly, you will need to remove your existing copy of the conversion tools library, XUNMTOOLS, from the library list. This will enable the existing library to be deleted. To remove the library from the library list type:
EDTLIBL
on a command line and press enter. This will display the libraries currently associated with your job. If XUNMTOOLS is displayed simply remove it from the list. Press enter twice to return to the previous screen.
You can either rename or delete your current version of XUNMTOOLS.
To delete the existing XUNMTOOLS library from the AS/400 enter the following command:
DLTLIB LIB(XUNMTOOLS)
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If you receive the error message "Library XUNMTOOLS not found" as a result of the delete library command, then ignore it.
To rename the existing XUNMTOOLS, enter the following command:
RNMOBJ OBJ(XUNMTOOLS) OBJTYPE(*LIB) NEWOBJ(XUNMTOO014)
Having deleted/renamed the library, the version of the XUNMTOOLS library on the tape can now be restored onto your computer.
Place the tape into the AS/400 tape drive and restore the conversion tools library, XUNMTOOLS, from the tape onto the AS/400, making sure you leave the tape in the drive when it has finished.
The command is
RSTLIB SAVLIB(XUNMTOOLS) DEV({TAP01}) SEQNBR(1) ENDOPT(*REWIND)
Change TAP01 for the tape device name on your AS/400. If you are unsure of the tape drive to use, follow the instructions below headed ‘Identifying the tape drive’.
The message 'Security or data format changes occurred' may be received as a result of this command. Scroll down on the message. If there is an additional message stating that '0 objects not restored', then the upgrade may be continued.
Identifying the tape drive (only read if you are unsure of the tape drive to use)
If you do not know which device name to enter, use the following command:
WRKCFGSTS (Prompt the command by pressing F4)
Amend the screen displayed over the page to reflect that below and press enter twice: Work with Configuration Status (WRKCFGSTS)
Type choices, press Enter.
Type ...... *DEV *NWS, *NWI, *LIN, *CTL, *DEV Configuration description . . . *TAP Name, generic*, *ALL, *CMN... Output ...... * *, *PRINT
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This will produce a list of device drives and their status.
If more than one tape drive is listed, you need to determine which drive your tape is actually in. The following command can be used to see what is in each of the tape drives. By repeating the command for each one, you will see which drive the IRIS tape is in:
DSPTAP
Prompt the command by pressing F4
Display Tape (DSPTAP)
Type choices, press Enter.
Tape device ...... {Tape Device} Name Volume identifier ...... *MOUNTED Character value, *MOUNTED File label ...... *ALL Sequence number ...... 1 1-9999 Data type ...... *LABELS *LABELS, *SAVRST Output ...... * *, *PRINT End of tape option ...... *REWIND *REWIND, *UNLOAD
F3=Exit F4=Prompt F5=Refresh F12=Cancel F13=How to use this display F24=More keys
Enter the name of each of the tape devices. Continue to press enter until a field called ‘Volume id’ is in view. For the correct tape device this will have a description of ‘IRIS’. Once you have found the correct drive, there is no need to continue checking the remaining drives.
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Once XUNMTOOLS has been successfully restored, continue as follows:
In order to access the routines the library needs to be added to the library list. This can be achieved using the following command:
CHGCURLIB CURLIB(XUNMTOOLS)
The upgrade is controlled via the specifically designed menu. To access this menu, type the following on a command line.
GO CNVMNU
8.8 Begin Upgrading IRIS to 8.14-001
Take each option in turn and follow the instructions detailed below. You will not be able to continue with the next option until the previous one has completed successfully.
8.8.1 Option 1: Set Parameters / DataAreas This is the first and most important menu option in the upgrade. This screen initialises all the parameters used by the upgrade during its course. It is the only menu option in the installation process where information must be entered, and this must be done before any other options can be run.
------Set Parameters / Data-areas (UPG1SETPRM)
Type choices, press Enter.
IRIS System Lib to Upgrade . . . XUNMSYS Name IRIS Data Library to Upgrade . . {IRIS Data Lib} Name IRIS Journal Library ...... {IRIS Journal Lib} Name Statements Data Lib to Upgrade {IRIS Statements Lib} Name Test/Train/Live Environment . . {Environment} TST, TRN, LVE Device ...... {TAPE} Name Current IRIS Version ...... 014 014 New IRIS Version ...... 141 141
Bottom F3=Exit F4=Prompt F5=Refresh F12=Cancel F13=How to use this display ------
The parameters required by this command are as follows:
Parameter Description IRIS System Library to Upgrade Enter the name of the current IRIS system library for the
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version of IRIS that you wish to upgrade. IRIS Data Library to Upgrade Enter the name of the current IRIS data library for the version of IRIS that you wish to upgrade. IRIS Journal Library: Enter the name of the current IRIS Journal Library to be upgraded. Note each Environment (see below) has its own Journal Library. The correct Journal Library must be associated with the correct Environment. Statements Data Library: Enter the name of the current IRIS Outward Statements data library that you wish to upgrade. No action will be taken if the Outward Statements module is not installed. Note: The upgrade to V8.14-001 does not require the Statements library to be upgraded. Please ensure this parameter is left blank.
Test / Train / Live Environment: State the type of environment that you are converting i.e. TST for Test, or TRN for Train, or LVE for Live
Device: State the device name of the tape drive.
Current IRIS Version: State your current version of IRIS. (see data area ZZPFRZA0). The program default is 014 New IRIS Version State the AS/400 version of IRIS to be upgraded to. The program default is 141 (V8.14-001)
If you are unsure of the library names, the IRIS standard naming conventions can be found in the Appendix in section 20.
8.8.2 Integrity Checks/Database Locks
Run option 1 from the CNVTOL menu (under option 11 from the Conversion menu) to hold the output queue where any spool files that are produced by the upgrade will be sent, thus preventing them from printing automatically.
Run option 3 from the CNVTOL menu (under option 11 from the Conversion menu) to check that no-one is signed on and using the environment to be upgraded. If users are found to be locking anything, it is imperative that they sign off.
The integrity check job can now be submitted. Run option 2 from the CNVTOL menu (under option 11 from the Conversion menu) to submit the integrity checking jobs.
The following jobs are submitted to batch. Reports are produced which detail any errors.
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The routine checks that the scoping of the database is consistent. All database relations (logical and physical files) must exist in the same data library. If this is not the case, then errors may occur during the delivery routines. Errors are detailed on two reports: Bad physical files are ones which have logicals scoped over them from outside the data library Bad logical files are ones that are scoped over physical files that exist outside the data library.
You can see the output produced by typing the following command:
WRKSPLF
If there are any files listed in these reports, they will have to be deleted before the upgrade can go ahead.
8.8.3 Store Check Information before the Upgrade Run option 9 from the CNVTOL menu (under option 11 from the Conversion menu).
This will produce data in two output files in XUNMTOOLS which will then be used by the next option to produce a checking report.
Continue by taking the following options from the main Conversion menu:
8.8.4 Option 2: Restore Upgrade Libraries Take option 2 and press enter from the main Conversion menu. There are no parameters to enter.
NB. If the upgrade libraries have already been restored then this option can be bypassed. Instead run the command:
CHGDTAARA DTAARA(UPGSTATUS) VALUE('2')
8.8.5 Option 3: End Journalling on Upgrade Libraries Take option 3 and press enter from the main Conversion menu. There are no parameters to enter.
8.8.6 Option 4: Re-size Upgrade Files Take option 4 and press enter from the main Conversion menu. There are no parameters to enter.
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8.8.7 Option 5: Upgrade Data Libraries Take option 5 and press enter from the main Conversion menu. There are no parameters to enter.
8.8.8 Option 6: Run Fix Programs Take option 6 and press enter from the main Conversion menu. There are no parameters to enter. Refer to the Fix program section on p42, for details of fix programs you may need to run. (It is important you look at this section and run any fix programs required at this point).
8.8.9 Option 7: Restart Journalling Take option 7 and press enter from the main Conversion menu. There are no parameters to enter.
8.8.10 Option 8: Update Bureau Message Severities For a PTF, before taking option 8, make sure that the name of the software library you are upgrading is in your library list. For a live upgrade, this will be XUNMSYS. There is no need to do this for a full release. You need to do this for this installation.
Take option 8 and press enter from the main Conversion menu. There are no parameters to enter. You must do this for both a PTF and a full upgrade.
8.8.11 Option 9: Print Upgrade Messages Take option 9 and press enter from the main Conversion menu. There are no parameters to enter.
8.8.12 Option 12: Apply PTF to System Library This option should only be run if a PTF is being applied. For full releases, a new copy of the system library is restored from tape. For PTFs, changed programs need to be applied to the existing system library, so this option needs to be run. A parameter screen will be displayed for the system library to be entered. (e.g. XUNMSYT for a test upgrade, XUNMSYS for a live upgrade).
8.8.13 Copy APD Library List Definitions to delivered System Library
This option does not need to be run for this particular release.
This option only needs to be run if APD menus are installed.
This option should only be run if a full release is being installed. For full releases, a new copy of the system library is restored from tape. The APD library list definitions need to be copied from the current system library into the new copy of the system library.
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Run option 6 from the CNVTOL menu (under option 11 from the Conversion menu) to copy ZCSLREP into the new copy of the system library.
8.8.14 Rename System Library
This option does not need to be run for this particular release.
This option should only be run if a full release is being installed to the Live environment. For full releases, a new copy of the system library is restored from tape. It is named with a suffix indicating its release. The current XUNMSYS must be renamed and given a suffix and then the new library must be renamed to be XUNMSYS.
Run option 4 from the CNVTOL menu (under option 11 from the Conversion menu) to carry out these system library renames.
8.8.15 Store Check Information after the Upgrade Run option 10 from the CNVTOL menu (under option 11 from the Conversion menu).
This will produce data in two output files in XUNMTOOLS which will then be used by the next option to produce a checking report.
8.8.16 Run Upgrade Check Run option 11 from the CNVTOL menu (under option 11 from the Conversion menu). This will run a report to check the details from before the upgrade against the details from after the upgrade.
This will produce reports on your spool queue. You can access these by typing the following command:
WRKSPLF
Pressing F11 will show you the date and time of each spool file, so you should be able to identify this report.
The upgrade is now complete. The remainder of the document still needs to be read and followed, as there may be client specific changes to be made.
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9. SYSTEM LIBRARY CHANGES
Implications for GUI
If the Test system is being upgraded and a new system library has been created:
The system library specified in ‘Sys Admin’ for the Test system, will need to be amended.
The following is also required (reminded again later in section 12)
- The library defined in ‘Sys Admin’ must be changed to XUNMSYT (or whichever library name you are using) - DRPSTP will need to be run - CRTSTP will need to be run
If XGIS are performing the upgrade on behalf of a client, remember to remind them to do this.
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10. APD - MENU SYSTEM
No APD changes are required for this upgrade.
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11. USER DEFINED QUERIES
It is important to realise that any Queries that use a file or files that have been changed by this Installation, need to be recompiled. This can be achieved by taking Option 2 - ‘Amend’ against the particular query and, without changing it, press F3 to exit and save the query program. This will ensure that the file changes are saved into the query.
The full list of IRIS files affected by this installation is included in the section 15; Files Affected / Updated.
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12. POST UPGRADE PROCEDURES
Set Printer Files to HOLD if required (only run after a live upgrade) Some clients like to have all their IRIS printer files set so that spooled-files are created in a HLD (held) status, instead of the normal default, which is RLS (released). Following an IRIS upgrade you can run option 5 from the CNVTOL menu. If your requirements change and you subsequently wish the files to be created in a RDY state, you can run option 8 from the CNVTOL menu.
Bureau Issues if System Library has changed If a client keeps different versions of the system library (HIH), you will have to change the following to record the new system library:
Jobd – DOWNLOAD in whichever library it’s held (replace old system library in list) Dtaara - UTLLRYAS and UTPSRSAS in XUNMDTA (replace old system library)
Stored Procedures build for GUI The GUI system uses stored procedures that get built as part of the upgrade. This build takes note of the data library and system library.
The stored procedures should be built with the correct data and system library.
Use the following command:
DRPSTP (press F4 to prompt)
Type in the relevant data library (XUNMDTT) and press enter.
CRTSTP (press F4 to prompt)
Type in the relevant data library (XUNMDTT) and system library (XUNMSYS013) and press enter.
NB. The above names are examples of standard library names.
Authority Changes Run the following command to ensure that all files have the appropriate authority. You will need to substitute the data library for the name of your data library:
CHGAUTALL DTALIB(XUNMDTT) and press enter.
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Data Areas The GUI data area values need to be synchronised with the actual AS/400 data area values. You need to run the following two commands:
CALL PGM(UCDATAC0) PARM('XUNMDT*' '*YES' *REPLACE) CALL PGM(UCDATAC1) PARM('XUNMDT*' *YES)
Replacing XUNMDT* in both commands with the name of the actual library that you want to synchronise the data areas in.
(The 1st program builds a list of data areas in the file UCDOREP and the 2nd program retrieves the value for each data area and writes it out to the file UCDTREP)
Installation checks Following the installation of the upgrade and before Users are allowed back onto the system, it is recommended that the following checks are made:
1. Go into Closings Update as far as the submit screen but do not submit the report. 2. Go into Policy Enquiry. 3. Sign-on with a User’s password and repeat checks under 1 and 2.
Contact XGIS Once the upgrade is complete you should contact the IRIS Helpdesk to inform us that your Test / Live system is now on version 8.14-001 of IRIS. This will enable us to update our IRIS Support customer records. e-mail: [email protected]
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13. DATA AREAS
The data areas shown below are either new, have been amended by the installation, or are included in the delivery library:
Data Area Object Description Notes Value XSDLRZA1 Limit RISYS 2000 Download Stores details of the server to where Set as per 300027032/5546 FTP Parameters the download file will be sent. Notes.
Position Length
1 10 User Name.
11 10 User Password.
21 15 Server IP Address.
36 25 Directory (if applicable)
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14. ASSISTANCE CONTACTS
In addition to your Account Manager the following personnel may be contacted in relation to this installation for advice and assistance.
Help Desk (020) 7780 5373
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15. FILES AFFECTED/UPDATED
Listed below are the new files that have been installed or existing files which have been affected by the application of this installation.
New Database Files
Physical files
File Description Attribute UPPLREP Policy Locking File PF XSD2REP Limit RISYS 2000 Accurals Download File PF XSD2WKP0 Limit RISYS 2000 Download FTP Script PF XSD2WKP1 Limit RISYS 2000 Download FTP Error Log PF XSD2WKP2 Limit RISYS 2000 Accruals Pipe Delimited FTP File PF XSD3REP Limit RISYS 2000 Claims Download File PF XSD3WKP2 Limit RISYS 2000 Claims Pipe Delimited FTP File PF
Logical Files
File Description Attribute ICDXREL3 Deduction calc Keyed DDCD, DXGU, AMCD LF ICPFREL4 Pre-Allocation Flags KEYED COCD LECD TRF1 LF UCDNREL1 Dimension Code Keyed DNDNCD UNIQUE LF UCG1REL1 Class Analysis Group 1 Code Keyed G1CD LF UCG2REL1 Class Analysis Group 2 Keyed G2CD LF UCZLREL1 Stamp Code file KEYED ZMCD ZMYR LF UKKTRELK Claims Transactions(PHID!PSID!OGCU!CMSQ!KQID!KSID) LF UTKAREL6 Bureau Claims Summary Data(SYC2!FLMB!CGSN) LF UTKEREL0 Bureau Claims - Error Messages KES1BO LF UTMBREL1 Member Company x-ref KEYED SYC2 MBCO LF UTOMREL0 Bureau Closings - Error Messages TMS1SQ LF XSD2REL0 Limit RISYS 2000 Accurals Download Logical 0 LF XSD3REL0 Limit RISYS 2000 Claims Download Logical 0 LF
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Changed Database Files
Physical Files
File Description Attribute ICRUREP TITLE RU: REVENUE CODES (*NONE) PF IXLKREP INCAS Generic Locking File PF UCCAREP Category Codes PF UCRCREP Risk Code validation X-Ref PF UCZGREP Syndicate Group Codes PF UKKMREP CLAIMS MASTER (O!PONO!POSQ!UGYR!DANO!CMS PF UKMRWKP Fix KT Movements work file PF UKOTREP OCR TRANSACTIONS PF UKSRQYP0 TITLE KS: CLAIMS SUMMARY FORMAT FILE FOR SUMMARY R PF UPFNREP FN: RISK FIELD HISTORY (NUMERIC) PF UPFTREP FT: RISK FIELD HISTORY (TEXT) PF UPIEWKP1 Iris Enquiries - Master Enquiry U/W work file PF UPIEWKP2 Iris Enquiries - Master Enquiry Stats work file PF UPKPREP TITLE KP: POLICY PERILS EXPOSURE (O!PONO!POSQ!UGYR PF USC1REP CLOSINGS LOG - HEADER RECORD PF USSFREP Stats Premium/Claim/Outstanding PF USS1REP Statistics header file PF USTCREP Triangulation Control PF UZFDRFP IRIS Field Reference File PF XSD1REP Limit Stats 2000 Download File PF
Logical Files
File Description Attribute ICRUREL0 TITLE RU: REVENUE CODES (*NONE) LF ICRUREL1 TITLE RU: REVENUE CODES (*NONE) LF ICRUREL2 TITLE RU: REVENUE CODES (IA*NONE) (IA LF ICRUREL3 TITLE RU: REVENUE CODES !AMCD! (IARCFD<>D) (IARVF LF ICRUREL4 TITLE RU: REVENUE CODES !XDTY! (IARCFD<>D) LF IXLKREL0 Generic Locking File Unique Key LF UCIIREL2 Interests - GUI Transfer LF UCMPREL2 Major Perils - GUI Transfer LF UCMQREL2 Minor Perils - GUI Transfer LF UCRCREL0 Risk Code validation X-Ref LF UKKMREL#X1 Claims Master - GUI (YRAC!CBCD) LF UKKMREL#X2 Claims Master - GUI (YRAC!MKKF) LF UKKMRELA CLAIMS MASTER (O!PONO!POSQ!UGYR!DANO!CMS LF UKKMRELB TITLE KM: CLAIMS MASTER (O!EVCD!VBCD!MKKF) LF UKKMRELC TITLE KM: CLAIMS MASTER (O!ACCD!MKKF) LF UKKMRELD Claims master by policy LF UKKMRELE Claims by Loss Date LF UKKMRELF Claims Master (PHID!PSID!CMSQ) LF UKKMRELG Claims Master (PSID!CMSQ) LF UKKMRELH Claims Master - GUI (PONO!MKKF) LF UKKMRELI Claims Master - GUI (MKKF) LF UKKMRELJ Claims Master - GUI (PONO!POSQ!UGYR!MKKF) LF
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File Description Attribute UKKMRELK Claims Master - GUI (PONO!POSQ!UGYR!DANO!CMSQ(DESC LF UKKMRELL Claims Master - GUI (CMSQ!EDID) LF UKKMRELM Join logical - GUI - App.Enquiries - Claims/Event LF UKKMRELN Join logical - GUI App.Enquiries - Claims/Summary LF UKKMREL0 CLAIMS MASTER (O!PONO!POSQ!UGYR!DANO!CMS LF UKKMREL1 CLAIMS MASTER (O!EVCD!VBCD!) (RCFD<>"D") LF UKKMREL2 CLAIMS MASTER (O!PONO!POSQ!UGYR!DANO!CMS LF UKKMREL5 CLAIMS MASTER (O!PONO!POSQ!UGYR!DANO!CMS LF UKKMREL6 CLAIMS MASTER (O!PONO!POSQ!UGYR!DANO!CMS LF UKKMREL7 CLAIMS MASTER (MKKF!PONO!POSQ!UGYR!DANO! LF UKKMREL8 CLAIMS MASTER (O!PONO!POSQ!UGYR!DANO!CMS LF UKKMREL9 CLAIMS MASTER (O!PONO!POSQ!UGYR!DANO!CMS LF UKKSRELD Claims Logical D LF UKKSRELH Claims Summary(PSID!CMSQ!KQID!AYCD!OGCU!PHIO) LF UKKSREL2 CLAIMS LOGICAL #2 LF UKKSREL3 CLAIMS LOGICAL #3 LF UKKSREL4 CLAIMS LOGICAL #4 LF UKKSREL5 CLAIMS LOGICAL #5 LF UKKTREL8 JOIN LOGICAL FOR GUI CLAIM TRANS ENQUIRY (PERFRMNC LF UKOTRELA OCR Transactions - GUI (PSID!OSID!PONO!POSQ!UGYR!A LF UKOTRELB OCR Transactions (OTID) LF UKOTREL1 OS: OCR TRNS (O!PONO!POSQ!UGYR!DANO!RICD!CBCD! LF AYCD UKOTREL2 OCR Transactions File LF UKOTREL3 OCR Trans File Logical by PONO/POSQ/OGCU/ACYR/DANO LF UKOTREL4 OCR Trans File By PONO/POSQ/ACYR LF UKOTREL5 OCR Transaction file LF UKOTREL6 OCR Trans Logical File (added fields ENDT & ENQT) LF UKOTREL7 OCR Transactions (PHID!PSID!SYID!SYSQ!OSID!OTID) LF UKOTREL8 OCR Transactions (PSID!SYID!SYSQ!OSID!OTID) LF UKOTREL9 OCR Transactions - GUI (PSID!RICD!CBCD!AYCD!OGCU) LF UPKPRELA Join logical file - GUI App.Enquiries - Perils LF UPKPRELB Perils Exposure Logical B LF UPKPREL0 Perils exposure logical 0 LF UPKPREL1 Perils exposure logical 1 LF UPKPREL2 POLICY PERILS EXPOSURE (O!PONO!POSQ!UGYR) LF UPKPREL3 Perils exposure logical 3 LF UPKPREL4 Perils Exposure logical 4 (PHID!PSID!KPID) LF UPKPREL5 Perils Exposure logical 5 (PSID!KPID) LF UPKPREL6 Perils Exposure logical - GUI(PONO!POSQ!UGYR!DANO! LF UPKPREL7 Perils Exposure logical - GUI(PSID!KPID!TACD!ZNCD! LF UPKPREL8 Perils Exposure logical - GUI(PSID!KPID!PJCD) LF UPKPREL9 Perils Exposure logical - GUI (QPMU!QPMY!POTY) LF UPPSREL2 Policy Sub Type (PSIM) LF USC1RELA Closings header log (PHID!PSID!EDID!SYID!SYSQ!CMSQ LF USC1RELB Closings header log (PSID!EDID!SYID!SYSQ!CMSQ!KQID LF USC1RELC Closings header log (EDID!SYID!SYSQ!CMSQ!KQID!S1SQ LF USC1REL0 CLOSINGS HEADER LOG - LGL #0 (S1SQ) LF USC1REL1 CLOSINGS HEADER FILE - LGL #1 (S1SQ) LF USC1REL2 LOGS LGL (|PONO|POSQ|UGYR|DANO|EDNO|ENDT LF USC1REL3 CLOSINGS HEADER LOG - LGL #3 (CGSN) LF USC1REL4 CLOSINGS HEADER LOG - LGL #4 (POLI) LF USC1REL5 TITLE C1: CLOSINGS HEADER LOG - LGL #5 (PONO/POS LF
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File Description Attribute USC1REL6 Closings header log by policy LF USC1REL7 Stats header file (CGSN|INNO|PONO|POSQ|UGYR|DANO) LF USC1REL8 TITLE C1:CLOSINGS HEADER LOG (INRD!INNO!) LF USC1REL9 Closings Header file lgl #9 LF USC3REL5 C3: CLOSINGS AMOUNTS LOG (S1SQ!S4SQ!S3SQ) (RCFD<>" LF USC4RELD Joined logicals USC4REP and USC1REP - GUI (PSRF) LF USC4REL4 Clos J-lgl C1/C4/C5 by S1SQ/RDAU/RDBT/RDET LF USC4REL7 CLOSINGS LOG JOIN-LOGICAL (USC4REP=USC1R LF USC4REL9 C4-C1 join logical PSRF xd LF USSFREL1 Claim Outstandings by relative key LF USSFREL2 Statistics by Control Date LF USSFREL3 Statistics by PHID PSID - NOT USED ????? LF USS1RELA Join Logical Over Stats. Header & Postings LF USS1RELB Statistics header by policy LF USS1RELC Joined file USS1REP and USS4REP INRD S1SQ S4SQ LF USS1RELD JOIN LOGICAL FOR GUI TRANS ENQUIRY (PERFORMANCE) LF USS1RELE Stats Header logical for summary database build LF USS1RELF Statistics header by policy LF USS1RELG Statistics header (PHID!PSID!EDID!SYID!SYSQ!CMSQ!K LF USS1RELH Statistics header (PSID!EDID!SYID!SYSQ!CMSQ!KQID!S LF USS1RELI Statistics header (EDID!SYID!SYSQ!CMSQ!KQID!S1SQ) LF USS1RELJ Joined logicals USS1REP and USS4REP - GUI (S1PSID) LF USS1RELK Joined logicals USS1REP,USS4REP,USS5REP-GUI (S1SQ) LF USS1RELZ Test file for QUERY SZQRY LF USS1REL0 Stats header file - By S1SQ excl dlts LF USS1REL1 Stats header file - Default logical by S1SQ LF USS1REL2 St Hdr PONO/POSQ/UGYR/DANO/INNO/OGCU/AYCD xd LF USS1REL3 STATS HEADER FILE - JOIN LOGICAL TO POST LF USS1REL4 St HdrPONO/POSQ/UGYR/DANO/INNO/PECG/OGCU/AYCD LF USS1REL5 Stats header file - By S1SQ/OGCU XDlts LF USS1REL6 Stt header PONO/POSQ/UGYR/DANO/S1SQ Ex Dlts LF USS1REL7 St Hdr PONO/POSQ/UGYR/DANO/OGCU/S1SQ Ex dlts LF USS1REL8 St Hdr CCCD/HEAD Ex dlts LF USS1REL9 St Hdr CCCD/CCY/HEAD Ex dlts LF USS4RELL Joined logicals USS4REP and USS1REP - GUI (PSRF) LF USS4REL6 Stats postings file joined to header & R/I LF USS4REL7 S4-S1-S3 join logical S1SQ/S4SQ xd LF USS4REL9 S4-S1 join logical PSRF xd LF XSD1REL0 Limit Stats 2000 Download Logical LF
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16. NEW/CHANGED FIELDS
New Fields
File Format Field Type Length Text ICRUREP @RURERU IAZRFG *CHAR 1 Zero Amounts Allowed IXLKREP @LKRELK LKLCDS *CHAR 50 Lock Description UKKMREP @KMREKM KMLNBK *PACKED 3 (0 d.p.) LINK TO BLOCK CLAIM UKMRWKP @MRWKMR WAAMTY *CHAR 4 Orig, A/C, Base UKMRWKP @MRWKMR WAEXAM *PACKED 15 (2 d.p.) Existing Outst UKMRWKP @MRWKMR WAEXOE *PACKED 15 (2 d.p.) Existing Movement UKMRWKP @MRWKMR WANWOE *PACKED 15 (2 d.p.) Correct Movement UKOTREP @OTREOT OTSGOZ *PACKED 11 (7 d.p.) BRK SIGNED ORDER % - NUM UKOTREP @OTREOT OTSLPC *PACKED 11 (7 d.p.) SIGNED LINE% - NUMER UKSRQYP0 @SRQYP0 KSOO@A *PACKED 15 (2 d.p.) ORIGINAL O/S - A/C UKSRQYP0 @SRQYP0 KSOO@B *PACKED 15 (2 d.p.) ORIGINAL O/S - BASE UKSRQYP0 @SRQYP0 KSLOCP *PACKED 15 (2 d.p.) LOC Paid to date UKSRQYP0 @SRQYP0 KSBLOS *PACKED 15 (2 d.p.) Balance O/S at 31/12 UKSRQYP0 @SRQYP0 KSCHYE *PACKED 15 (2 d.p.) Change from 31/12 UKSRQYP0 @SRQYP0 KSPDYE *PACKED 15 (2 d.p.) Paid since 31/12 UKSRQYP0 @SRQYP0 KSGUFL *CHAR 1 GUI Update Flag UPIEWKP1 @IEWKI1 IESSCD *CHAR 1 POLICY STATUS UPIEWKP1 @IEWKI1 IEPOET *PACKED 8 (0 d.p.) POLICY ENTRY DATE UPIEWKP1 @IEWKI1 IEIPTF *CHAR 1 2525 NEW BUS FLAG UPIEWKP1 @IEWKI1 IEWRFL *CHAR 1 2526 US EXP FLAG UPIEWKP2 @IEWKI2 IEDRCD *CHAR 2 RISK CODE UPIEWKP2 @IEWKI2 IEDRDS *CHAR 50 RISK CODE DESC UPKPREP @KPREKP KPMSPC *PACKED 11 (7 d.p.) POSSIBLE MAXIMUM LOSS PERCENT UPKPREP @KPREKP KPKPNR *CHAR 70 Perils Narrative UPPLREP @PLREPL PLPHID *PACKED 9 (0 d.p.) Policy (Dec) Header ID UPPLREP @PLREPL PLCMSQ *PACKED 3 (0 d.p.) CLAIM SEQUENCE NO UPPLREP @PLREPL PLWSID *CHAR 2 WORKSTATION ID UPPLREP @PLREPL PLOXID *CHAR 4 OPERATOR ID UPPLREP @PLREPL PLJBUS *CHAR 10 JOB USER UPPLREP @PLREPL PLPGNM *CHAR 30 UPPLREP @PLREPL PLLKDT *PACKED 7 (0 d.p.) OBJECT LOCK DATE UPPLREP @PLREPL PLLKQT *CHAR 6 OBJECT LOCK SYS TIME USC1REP @C1REC1 C1SRFG *CHAR 2 Stats Reversal Flag USC1REP @C1REC1 C1SRSQ *PACKED 9 (0 d.p.) Stats Reversal Header Sequence USSFREP @SFREPA SFLBRC *CHAR 5 Long Broker code USS1REP @S1RES1 S1SRFG *CHAR 2 Stats Reversal Flag USS1REP @S1RES1 S1SRSQ *PACKED 9 (0 d.p.) Stats Reversal Header Sequence XSD2REP @D2RED2 D2USRF *CHAR 12 XSD2REP @D2RED2 D2CNDT *CHAR 10 XSD2REP @D2RED2 D2ZMCD *CHAR 4 XSD2REP @D2RED2 D2YRAC *CHAR 4 XSD2REP @D2RED2 D2RSCD *CHAR 2 XSD2REP @D2RED2 D2EVCD *CHAR 6 XSD2REP @D2RED2 D2VBCD *CHAR 4 XSD2REP @D2RED2 D2TFCD *CHAR 2 XSD2REP @D2RED2 D2STAT *CHAR 49
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File Format Field Type Length Text XSD2REP @D2RED2 D2SCCD *CHAR 3 XSD2REP @D2RED2 D2RIPR *PACKED 15 (2 d.p.) XSD2REP @D2RED2 D2ORAM *PACKED 15 (2 d.p.) XSD2REP @D2RED2 D2RIRE *PACKED 15 (2 d.p.) XSD2REP @D2RED2 D2RIOS *PACKED 15 (2 d.p.) XSD2WKP0 @D2WKP0 D2FTPC *CHAR 80 XSD2WKP1 @D2WKP1 D2FTPE *CHAR 80 XSD2WKP2 @D2WKP2 D2FIELD *CHAR 250 XSD3REP @D3RED3 D3EVF2 *CHAR 14 XSD3REP @D3RED3 D3EVCD *CHAR 8 XSD3REP @D3RED3 D3YRLO *CHAR 4 XSD3REP @D3RED3 D3ZMCD *CHAR 4 XSD3REP @D3RED3 D3RCTY *CHAR 4 XSD3REP @D3RED3 D3UGY2 *CHAR 4 XSD3REP @D3RED3 D3USRF *CHAR 12 XSD3REP @D3RED3 D3UGYR *CHAR 4 XSD3REP @D3RED3 D3INTR *CHAR 5 XSD3REP @D3RED3 D3OGCU *CHAR 4 XSD3REP @D3RED3 D3SCCD *CHAR 4 XSD3REP @D3RED3 D3TFCD *CHAR 4 XSD3REP @D3RED3 D3RIDF *CHAR 20 XSD3REP @D3RED3 D3ITNO *CHAR 4 XSD3REP @D3RED3 D3EVDS *CHAR 40 XSD3REP @D3RED3 D3EVFR *CHAR 14 XSD3REP @D3RED3 D3EVTO *CHAR 14 XSD3REP @D3RED3 D3GULO *CHAR 32 XSD3REP @D3RED3 D3TWCD *CHAR 12 XSD3REP @D3RED3 D3ECCY *CHAR 11 XSD3REP @D3RED3 D3WARL *CHAR 2 XSD3REP @D3RED3 D3VBN1 *CHAR 80 XSD3REP @D3RED3 D3VBN2 *CHAR 80 XSD3REP @D3RED3 D3VBN3 *CHAR 80 XSD3REP @D3RED3 D3VBN4 *CHAR 80 XSD3REP @D3RED3 D3RSCD *CHAR 4 XSD3REP @D3RED3 D3BKR *CHAR 4 XSD3REP @D3RED3 D3LOIS *CHAR 50 XSD3REP @D3RED3 D3GRPD *PACKED 15 (2 d.p.) XSD3REP @D3RED3 D3GROS *PACKED 15 (2 d.p.) XSD3REP @D3RED3 D3RIPD *PACKED 15 (2 d.p.) XSD3REP @D3RED3 D3RIOS *PACKED 15 (2 d.p.) XSD3REP @D3RED3 D3NTPD *PACKED 15 (2 d.p.) XSD3REP @D3RED3 D3NTOS *PACKED 15 (2 d.p.) XSD3REP @D3RED3 D3NTIC *PACKED 15 (2 d.p.) XSD3REP @D3RED3 D3BCCY *CHAR 4 XSD3REP @D3RED3 D3RXS *PACKED 15 (8 d.p.) XSD3REP @D3RED3 D3STAT *CHAR 100 XSD3REP @D3RED3 D3ASNM *CHAR 80 XSD3REP @D3RED3 D3BLNK *CHAR 10 XSD3REP @D3RED3 D3BPR *CHAR 40 XSD3REP @D3RED3 D3ITID *CHAR 12 XSD3REP @D3RED3 D3DANO *CHAR 12 XSD3REP @D3RED3 D3SLNO *CHAR 6 XSD3REP @D3RED3 D3NRNR *CHAR 200
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File Format Field Type Length Text XSD3REP @D3RED3 D3CSL *PACKED 15 (8 d.p.) XSD3REP @D3RED3 D3F1CD *CHAR 20 XSD3REP @D3RED3 D3FICD *CHAR 20 XSD3REP @D3RED3 D3CTCD *CHAR 8 XSD3REP @D3RED3 D3LMDT *CHAR 20 XSD3REP @D3RED3 D3BRKF *CHAR 12 XSD3REP @D3RED3 D3BRRF *CHAR 12 XSD3REP @D3RED3 D3MVRF *CHAR 4 XSD3WKP2 @D3WKP2 D3FIELD *CHAR 1400
Changed Fields
File Format Field Type Length Text XSD1REP @D1RED1 D1STCD *CHAR 22 Statistical Code Length 22
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17. SERVICE NOTIFICATIONS ADDRESSED
The Service Notifications addressed in this ptf can be found in the separate Release Note documentation ‘IRIS 8.14-001-Release Notes.01.doc’.
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18. IR RELEASE NOTES
The Release notes can be found in a separate document called ‘IRIS 8.14-001-Release Notes.01.doc’.
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19. FIX PROGRAMS
The following is a list of all fix programs included in Version 8.14-001 of IRIS that are run automatically as part of the upgrade. You do not need to do anything for those listed below; the detail is purely for your information.
Program Text
FUTO6R00 Populate O6SMDT on UTO6REP FUTKBR00 Fix Member Response Date
The above programs have been written to deal with the following changes:
SN300060370/5537 Bureau Closings Settlement Dates
Fix program FUTO6R00 populates O6SMDT on UTO6REP from the settlement date on UTO1REP or the instalment due date on UTO6REP, depending on whether the closing is for an instalment or not.
The program is called as follows:
CALL PGM(FUTO6R00)
300079270/5596 Member Response Date is incorrect
The Member Response Date on Bureau Claims was being translated incorrectly from the message, e.g. a date of 10/03/2005 was being translated as 10/03/1905.
The fix program has been created to correct any invalid Member Response Dates on the Bureau Claims log files.
This program is called as follows:
CALL PGM(FUTKBR00)
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The following fix programs are not run automatically, and the decision whether to run them or not is dependent on the circumstances of the client.
Note that to run these programs, you will have to add your data library (e.g. XUNMDTA) and the newly delivered system library (XUNMSYSnnn) into your library list.
Program Text FUTHCR00 Fix UTHCREP & UTSTREP-Mark as reconciled where rqd
It is recommended that the History rebuild be run.
SN300050588/5556 Auto-allocate doesn't match items
The fix program FUTHCR00 was created to fix UTHCREP (Bureau Settlement Details) & UTSTREP (Bureau Settlement Status). The fix is required if GUI Manual Allocations is used, since this function was missing some processing to update the files. The fix marks Bureau generated cash as reconciled if it has been fully allocated.
To run the fix, enter the command 'CALL FUTHCR00'
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20. APPENDIX
Library Naming Convention
The following explanation provides details of the standard IRIS naming conventions. Variation does occur owing to clients’ requirements. There may be more than one ‘live’ environment for example
The naming convention is based on the MODE parameter of the conversion. The options available for MODE are TST, TRN and LVE.
All library names can be broken down into 3 distinct parts; the prefix, the middle and the extension.
The IRIS module being converted determines the library prefix. The prefixes are: XUNM for IRIS, XXOS for statements
The type of library and the environment determines the middle part of the library name For the program source libraries the middle three letters are for example: SRC equates to the ‘Live’ environment source
For data libraries: DTA equates to the ‘Live’ environment data
For the system library the middle three letters are SYS equates to the ‘Live’ environment
In all instances the last letter of the three indicates the environment: T equates to the ‘Test’ environment R equates to the ‘Training’ environment
Please note that ‘Test‘ and ‘Training’ environments are optional and may not exist on your AS/400.
A slightly different convention follows for a journal library. The middle 3 characters are: AJN If it is for the live environment LVE. AJT If the mode is TST AJR If it is TRN
Note that if you rename a data library after the conversion, then certain data areas require resetting to reflect the new library name. See the data area manual for further details
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21. SUPPLEMENT
Progress Flow Sheets
Four Copies of the Progress Flow sheets are enclosed.
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Progress Flow Sheet IRIS Version 8.14-001 Upgrade Installation
General Information
Section 6.2.1 - Environment (e.g. LVE, TST, TRN) ------
IRIS (General Information)
IRIS Data Library ------IRIS System Library ------IRIS Source Library ------
Statements Module
Statements Data Library ------Statements System Library ------Statements Source Library ------
______
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Installation Steps
Date Section Completed
6.3 Pre-Installation Procedures 6.3.1 Integrity Checks ------6.3.2 IRIS Preparation ------6.3.3 IRIS System Back-up ------
6.4 Installation Procedures 6.4.1 System Preparation ------6.4.2 Restore XUNMTOOLS from tape ------6.5 Applying the Installation ------6.6 Installation Steps Set Parameters / Data Areas ------ Restore Upgrade Libraries ------ End Journalling on Data Libraries ------ Re-size Upgrade Libraries ------ Upgrade Data Libraries ------ Run Fix Programs ------ Restart Journalling ------ Update Bureau Message Severities ------ Print Update Messages ------7. System Library Changes ------8. APD Menu System ------9. User Defined Queries ------10. Post Upgrade Procedures ------11 Data Areas ------
Notes / Comments
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Progress Flow Sheet IRIS Version 8.14-001 Upgrade Installation
General Information
Section 6.2.1 - Environment (e.g. LVE, TST, TRN) ------
IRIS (General Information)
IRIS Data Library ------IRIS System Library ------IRIS Source Library ------
Statements Module
Statements Data Library ------Statements System Library ------Statements Source Library ------
______
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Installation Steps
Date Section Completed
6.3 Pre-Installation Procedures 6.3.1 Integrity Checks ------6.3.2 IRIS Preparation ------6.3.3 IRIS System Back-up ------
6.4 Installation Procedures 6.4.1 System Preparation ------6.4.2 Restore XUNMTOOLS from tape ------6.7 Applying the Installation ------6.8 Installation Steps Set Parameters / Data Areas ------ Restore Upgrade Libraries ------ End Journalling on Data Libraries ------ Re-size Upgrade Libraries ------ Upgrade Data Libraries ------ Run Fix Programs ------ Restart Journalling ------ Update Bureau Message Severities ------ Print Update Messages ------7. System Library Changes ------8. APD Menu System ------9. User Defined Queries ------10. Post Upgrade Procedures ------11 Data Areas ------
Notes / Comments
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Progress Flow Sheet IRIS Version 8.14-001 Upgrade Installation
General Information
Section 6.2.1 - Environment (e.g. LVE, TST, TRN) ------
IRIS (General Information)
IRIS Data Library ------IRIS System Library ------IRIS Source Library ------
Statements Module
Statements Data Library ------Statements System Library ------Statements Source Library ------
______
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Installation Steps
Date Section Completed
6.3 Pre-Installation Procedures 6.3.1 Integrity Checks ------6.3.2 IRIS Preparation ------6.3.3 IRIS System Back-up ------
6.4 Installation Procedures 6.4.1 System Preparation ------6.4.2 Restore XUNMTOOLS from tape ------6.9 Applying the Installation ------6.10 Installation Steps Set Parameters / Data Areas ------ Restore Upgrade Libraries ------ End Journalling on Data Libraries ------ Re-size Upgrade Libraries ------ Upgrade Data Libraries ------ Run Fix Programs ------ Restart Journalling ------ Update Bureau Message Severities ------ Print Update Messages ------7. System Library Changes ------8. APD Menu System ------9. User Defined Queries ------10. Post Upgrade Procedures ------11 Data Areas ------
Notes / Comments
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Progress Flow Sheet IRIS Version 8.14-001 Upgrade Installation
General Information
Section 6.2.1 - Environment (e.g. LVE, TST, TRN) ------
IRIS (General Information)
IRIS Data Library ------IRIS System Library ------IRIS Source Library ------
Statements Module
Statements Data Library ------Statements System Library ------Statements Source Library ------
______
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Installation Steps
Date Section Completed
6.3 Pre-Installation Procedures 6.3.1 Integrity Checks ------6.3.2 IRIS Preparation ------6.3.3 IRIS System Back-up ------
6.4 Installation Procedures 6.4.1 System Preparation ------6.4.2 Restore XUNMTOOLS from tape ------6.11 Applying the Installation ------6.12 Installation Steps Set Parameters / Data Areas ------ Restore Upgrade Libraries ------ End Journalling on Data Libraries ------ Re-size Upgrade Libraries ------ Upgrade Data Libraries ------ Restart Journalling ------ Update Bureau Message Severities ------ Print Update Messages ------7. System Library Changes ------8. APD Menu System ------9. User Defined Queries ------10. Post Upgrade Procedures ------11 Data Areas ------
Notes / Comments
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