TekPortal V3.20.007
Copyright (c) 2000-2005.  Teknowledge Corporation.  All Rights Reserved.

7/7/2005


Overview
- Notifications
  - ISSUE: Enhancements and Fixes
    RESOLUTION: - Revise transaction date handling  -- use internal, not external
                - Use created_date instead of transaction_date
                  txns can be post dated or scraping might not be able to run that day
                  Go by the datetime added to TekPortal db, not to the banking system
                - Use a consistent deadline for both txns and setting last_notif_date
                  don't leave any window of time where new txns might be missed
                  set deadline 5 mins in past, to account for time diffs on multiple hosts
                - Update MODIFIED_* fields when changing notifications
                - Removed unused and commented out code
- Net Worth
  - ISSUE: Incorrect classname prevented execution
    RESOLUTION: Fixed
- TekPortal Windows Services
  - ISSUE: Add names for Windows services to easily identify components in Task Manager
    RESOLUTION: Enhancement
- Transfers
  - ISSUE: FTP support for TekTransfers
    RESOLUTION: Enhancement
- Credit Card Support for Account Opening and Transfers
  - ISSUE: Credit Card support
    RESOLUTION: Enhancement
  - ISSUE: Support for custom commands and pre/post processing
    RESOLUTION: Enhancement
- TekPortal XML/Web Services API
  - ISSUE: Latest TekPortal XML/Web Services jar
    RESOLUTION: Enhancement
- Aggregation
  - ISSUE:
      V076 DEBUG Mode
      V077 Wells Fargo Cookie Problem
    RESOLUTION:
      V076 DEBUG Enhancements
      V077 Fix Wells Fargo Cookie Problem

  

Requirements
- TekPortal V3.2 Patch 006
                    

Installation Instructions
- Log on to each of the TekPortal Aggregation Server(s) and TekPortfolio
  Application Server(s)
- Solaris
  - Login as tekp
  - Bring down TekPortal with TekPortal/bin/StopServices.sh
  - uncompress -c TekPortal_V3.20.007.tar.Z | (cd /; tar -xvf -)
  - chown -R tekp:tekp /TekPortal/*
  - chmod -R 750 /TekPortal/*
  - Bring up TekPortal with TekPortal/bin/StartServices.sh
- Windows NT/2000
  - Bring down TekPortal with c:\TekPortal\bin\StopServices.cmd
  - Run TekPortal_V3.20.007.exe and extract to c:\
  - Bring up TekPortal with c:\TekPortal\bin\StartServices.cmd
- Special Instructions
  - For Solaris, please create three new symbolic links in /TekPortal/bin.
    - Do "ls -l TekDirect" and note the symoblic link destination
        Note this as <value> below
    - Create three new symbolic links
      - ln -s TekFtp <value>
      - ln -s TekCC <value>
      - ln -s TekIdentity <value>
  - For Solaris, copy over the SRun08*, SRun09*, and SRun10* file to
      the /etc/rc3.d directory.  Important - make sure the .sh extension
      is removed.


Summary of Changes
- Note: The following are the specific files that have changed.  If you have
  made any custom modifications to these files, you will need to reapply
  those changes to these new versions; or else these versions will overwrite
  your custom modifications.
- TekAgentAction.jar
  - ISSUE: Enhancements and Fixes
    RESOLUTION: - Revise transaction date handling  -- use internal, not external
                - Use created_date instead of transaction_date
                  txns can be post dated or scraping might not be able to run that day
                  Go by the datetime added to TekPortal db, not to the banking system
                - Use a consistent deadline for both txns and setting last_notif_date
                  don't leave any window of time where new txns might be missed
                  set deadline 5 mins in past, to account for time diffs on multiple hosts
                - Update MODIFIED_* fields when changing notifications
                - Removed unused and commented out code
- TekNetWorth.jar
  - ISSUE: Incorrect classname prevented execution
    RESOLUTION: Fixed
- JS*
  - ISSUE: Add names for Windows services to easily identify components in Task Manager
    RESOLUTION: Enhancement
- SRun08TekFtp.sh, TekFtp.sh, TekFtp.bat, TekFtp.jar
  - ISSUE: FTP support for TekTransfers
    RESOLUTION: Enhancement
- SRun09TekCC.sh, TekCC.sh, TekCC.bat, TekCC.jar
  - ISSUE: Credit Card support
    RESOLUTION: Enhancement
- SRun10TekIdentity.sh, TekIdentity.sh, TekIdentity.bat, TekIdentity.jar
  - ISSUE: Support for Equifax (credit check) and Bridger (OFAC check)
    RESOLUTION: Enhancement
- StartServices*, StopServices*, *ServiceCreation*
  - ISSUE: Support for TekFtp, TekCC, and TekIdentity
    RESOLUTION: Enhancement
- TekGateway.jar, TekGatewayCustom.jar, TekLIMB.jar, TPClient2.jar
  - ISSUE: Support for custom commands and pre/post processing
    RESOLUTION: Enhancement
- TekWSC.jar
  - ISSUE: Latest TekPortal XML/Web Services jar
    RESOLUTION: Enhancement
- TekPortal.cfg
  - ISSUE: Support for TekFtp, TekCC, and TekIdentity
    RESOLUTION: Enhancement
- TekWebBrowser, TekWebBrowser.exe, TekWebBrowser.linux
  - ISSUE:
      V076 DEBUG Mode
      V077 Wells Fargo Cookie Problem
    RESOLUTION:
      V076 DEBUG Enhancements
      V077 Fix Wells Fargo Cookie Problem