Installing the WallStreet Adapter

Requirements

To deploy the WallStreet Adapter, you require the following:

  • WallStreet Adapter installation kit (WallstreetAdapter-<version>.zip)

  • Wall Street Systems (WSS) client licence files (license.txt, signature.txt, and wsscore.xml). Contact Wall Street Systems if you do not have these files.

  • Caplin Deployment Framework 7

  • Liberator 7

  • Transformer 7 with the Refiner 7 module

  • Oracle Java 8 64-bit

Pre-deployment tasks

Perform the following tasks before deploying the adapter:

  1. Install Oracle Java 8 64-bit. For more information, see Installing Java.

  2. Install the Deployment Framework. For more information, see Installing the Deployment Framework.

  3. Deploy Liberator 7. For more information, see Installing Liberator.

  4. Deploy Transformer 7. For more information, see Installing Transformer.

  5. Deploy Refiner 7. For more information, see Installing the Refiner Service.

Deploying the adapter

Follow the steps below to deploy the WallStreet Adapter:

  1. Copy the installation kit (WallStreetAdapter-<version>.zip) to your Deployment Framework’s <framework-root>/kits directory.

  2. From the root of your deployment framework, run the command below to stop all running components in the Deployment Framework:

    ./dfw stop
  3. From the root of your deployment framework, run the command below to deploy the WallStreet Adapter:

    ./dfw deploy
  4. Run the command below to specify the hostnames of the primary and secondary server on which the adapter should run (for more information on this command, see dfw hosts):

    ./dfw hosts WallStreetAdapter <primary-server> <secondary-server>
    If you are installing the adapter on a developer’s machine, you can specify localhost for both the primary and secondary servers: ./dfw hosts WallStreetAdapter localhost localhost

Configuring the adapter

Follow the steps below to configure the deployed adapter:

  1. Configure the WallStreet Adapter’s connection to WallStreet in the file <framework_root>/global_config/overrides/WallStreetAdapter/etc/app.properties

  2. Copy your WallStreet client licence files (license.txt, signature.txt, and wsscore.xml) to the <framework_root>/global_config/overrides/WallStreetAdapter/etc/ directory

    You can specify a custom location for the licence files. For more details, see Configuration files.
  3. To enable the WallStreet Adapter to read settlement instructions in WallStreet, make the highlighted changes below to the file wsscore.xml:

    <wsscore>
      <!-- Elements omitted -->
      <bo>
        <preferredAllowed>yes</preferredAllowed>
        <fsiGroup>ALL</fsiGroup><!-- STI MAINGP-->
        <fsiCity>ALL</fsiCity><!-- ATLOPS OPS-->
        <fsiCityFromCustomerProfile>no</fsiCityFromCustomerProfile>
        <fxProductCategory>FX</fxProductCategory>
        <!-- Elements omitted -->
      </bo>
      <!-- Elements omitted -->
    </wsscore>

    Non-highlighted rows are shown for context only and should not be changed.

  4. To configure sharing of correspondent charges, make the highlighted changes below to the file wsscore.xml:

    <wsscore>
      <!-- Elements omitted -->
      <bo>
        <!-- Elements omitted -->
        <useSWIFTBICDirectory enabled="no">
            <url>https://www.swift.com/bsl</url>
        </useSWIFTBICDirectory>
        <correspondentCharges>yes</correspondentCharges>
        <correspondentChargesSHA>yes</correspondentChargesSHA>
        <correspondentChargesDefault>no</correspondentChargesDefault>
        <ibanValidation>no</ibanValidation>
        <!-- Elements omitted -->
      </bo>
      <!-- Elements omitted -->
    </wsscore>

    Non-highlighted rows are shown for context only and should not be changed.

Configuring Refiner

Transformer’s Refiner service sorts the published output of the WallStreet Adapter before it is consumed by front end applications.

Values in the Confirmations Blotter’s Deadline and ConfirmationStatus fields are strings but their natural sort order is not alphabetical.

To configure Refinder to correctly sort Deadline values, follow the steps below:

  1. Add the following line to Transformer’s java.conf file, located at <deployment-framewrok>/global_config/overrides/RefinerService/Transformer/etc/java.conf:

    classpath "${BASE}/active_blades/WallStreetAdapter/DataSource/lib/DeadlineComparator*.jar"
  2. Add the following line to the file <deployment-framework>/global_config/overrides/RefinerService/Transformer/etc/refiner.properties:

    sorting.algorithm.Deadline=class:com.caplin.deadline.DeadlineComparator

To configure Refiner to correctly sort ConfirmationStatus values, add the following line to the file <deployment-framework>/global_config/overrides/RefinerService/Transformer/etc/refiner.properties:

sorting.algorithm.ConfirmationStatus=list:REPLACED,CANCELLED,CONFIRMED,PROCESSING,AFFIRMED,PENDING

Starting and stopping the adapter

To start the adapter, run the command below from the root directory of your Deployment Framework:

./dfw start WallStreetAdapter

To stop the adapter, run the command below from the root directory of your Deployment Framework:

./dfw stop WallStreetAdapter