TekPortfolio V3.00.006
Copyright (c) 2000-2004.  Teknowledge Corporation.  All Rights Reserved.

8/9/2004


Overview
- Charting
  - ISSUE: When doing a TekPortfolio Link to Charting, you may get a screen
      that says "No accounts to chart".
    RESOLUTION: Fixed
- TekPortfolio
  - ISSUE: Partner check not done in IAL retrieval
    RESOLUTION: Fixed
  - ISSUE: Servlet not returning after logon
    RESOLUTION: Fixed
- Account Summary
  - ISSUE: Asynch refreshes were not updating page properly
    RESOLUTION: Fixed
- TekPortal
  - ISSUE: Default Custom Categories
    RESOLUTION: Enhancement
  - ISSUE: New APIs for Default Custom Categories (TPAdd_Txn_Category_V3,
      TPGet_Txn_Category_V3, TPGet_Txn_Categories_V3, TPUpdate_Txn_Category_V3)
    RESOLUTION: Enhancement
- TekPortfolio.Customer.SAMPLE.properties
  - ISSUE: Default Custom Categories (controlling 'default' text on PRESELECTED
      categories)
    RESOLUTION: New property:
      # For tacking on (default) to default categories
      #UI.useCategoryDefaultTag=true


Requirements
- TekPortfolio V3.0 Patch 005


Installation Instructions
- Log on to each of the TekPortfolio Application Server(s).
- Solaris
  - Login as tekp (or your J2EE Application Server id)
  - Stop your J2EE Application Server
  - Note: The instructions below assume you installed TekAdmin in
    the root directory; if this is not the case, please replace that
    with the directory you installed TekPortfolio.  Also, if you are
    using a different id/group, please replace those with yours.
  - uncompress -c TekPortfolio_V3.00.006.tar.Z | (cd /; tar -xvf -)
  - chown -R tekp:tekp /TekPortfolio/*
  - chmod -R 750 /TekPortfolio/*
  - Note: If any JSP files are updated, they are purposely 
    extracted into the 0.Patch006 directory to not overwrite any 
    changes you may have made.  You must copy them over to all of 
    your partner directories explicitly.
  - WebSphere: Your runtime directory is TekPortfolio.war instead of
    TekPortfolio; please adjust the above installation accordingly.
  - Start your J2EE Application Server
- Windows NT/2000
  - Stop your J2EE Application Server
  - Run TekPortfolio_V3.00.006.exe and extract to c:\ (or wherever
    you have installed TekPortfolio)
  - Note: If any JSP files are updated, they are purposely 
    extracted into the 0.Patch006 directory to not overwrite any 
    changes you may have made.  You must copy them over to all of 
    your partner directories explicitly.
  - WebSphere: Your runtime directory is TekPortfolio.war instead of
    TekPortfolio; please adjust the above installation accordingly.
  - Start your J2EE Application Server


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.
- TP_UI_Enrollment_en.jsp
  TP_UI_AcctManage_add_choose_discover_en.jsp
  TP_UI_AcctManage_add_instsearch1_en.jsp
  TP_UI_AcctManage_add_keys_en.jsp
  TP_UI_AcctManage_add_verify_en.jsp
  TP_UI_AcctManage_modify_en.jsp
  TP_UI_AcctManage_modify_verify_en.jsp
  TP_UI_AcctManage_modifyOffline_en.jsp
  TP_UI_AcctManage_modifyv3_en.jsp
  TP_UI_AcctManage_NewModify_en.jsp
  TP_UI_AcctDetail_401K_en.jsp
  TP_UI_AcctDetail_AInsurance_en.jsp
  TP_UI_AcctDetail_Airline_en.jsp
  TP_UI_AcctDetail_Biller_en.jsp
  TP_UI_AcctDetail_Brokerage_en.jsp
  TP_UI_AcctDetail_CC_en.jsp
  TP_UI_AcctDetail_CD_en.jsp
  TP_UI_AcctDetail_Checking_en.jsp
  TP_UI_AcctDetail_Email_en.jsp
  TP_UI_AcctDetail_Loan_en.jsp
  TP_UI_AcctDetail_Mortgage_en.jsp
  TP_UI_AcctDetail_Other_en.jsp
  TP_UI_AcctDetail_Savings_en.jsp
  TP_UI_AcctDetail_TInsurance_en.jsp
  TP_UI_ErrorMessage_en.jsp
  TP_UI_Categories_Delete_en.jsp
  TP_UI_Categories_Edit_en.jsp
  TP_UI_Categories_Main_en.jsp
  TP_UI_Personalization_Prefs1_en.jsp
  TP_UI_Transfers_AddAcct_AcctNum3_en.jsp
  TP_UI_Transfers_AddAcct_CheckVerify4_en.jsp
  TP_UI_Transfers_AddAcct_RoutingInst2_en.jsp
  TP_UI_Transfers_AddAcct_Search1_en.jsp
  TP_UI_Transfers_Enrollment_CustInfo_en.jsp
  TekPortfolio.Customer.SAMPLE.properties
- TekPortfolio.jar