Migration notes 4.0

This page explains the changes required to migrate to the stated version of the CVA Risk Capital Accelerator.

Migrate to 4.0.0

Upgrading from version 3.0.0 - See CVA Risk Capital Accelerator 4.0.0 Release Notes.

The Accelerator is using ActivePivot 5.10.6 and ActiveUI 5.0.5.

For new features and fixes included in these releases, please see the ActiveUI documentation and ActiveUI Migration Notes, and the release notes for ActivePivot.

For clients licensed to use ActiveMonitor, a skeleton module based on version 5.10.6 is included with the CVA Risk Capital Accelerator release.

Headline announcement

  • With the upgrade to ActiveUI5, your bookmarks must be migrated to the latest version. See the Migrating Bookmarks section of this page for details on how to do so.

Input file formats

Added

File Details
fx-rates.csv Exchange rate for the date.

Configuration files

Files Modified

CVARC.properties

New properties:

Property Name Comment Value
fx-rates.common-currency The default common currency for FX Rate exchange. USD
asOfDateLevel The AsOfDate hierarchy AsOfDate@Date@Dates

Datastores

Added stores

Store Details
FXRates Datastore to keep the exchange rate for the date.

Modified stores

Modification Store Field Type Description
Added FXRates AsOfDate LocalDate Exchange rate for the date.
Added FXRates BaseCcy String Base currency for the exchange rate.
Added FXRates CounterCcy String Counter currency for the exchange rate.
Added FXRates FxRate Double Exchange rate.

Cube schema

Added

Cube Dimension Hierarchy Levels Datastore fields Details
BA ReferenceCurrency ReferenceCurrency ReferenceCurrency Slicing Analysis Hierarchy Express calculation in the reference currency
SA ReferenceCurrency ReferenceCurrency ReferenceCurrency Slicing Analysis Hierarchy Express calculation in the reference currency

Measures

No changes.

Context values

No changes.

Other changes

Migrating Bookmarks

Activeui 5 relies on a new content server structure, which means that the bookmarks need to be migrated to be compatible with this version. ActiveUI 4 bookmarks are not compatible with ActiveUI 5.

There is a simple tool that you can download to migrate your bookmarks though. You can install it by running yarn global add activeui-migration or npm install -g activeui-migration, and run it by using the migrate command that gets installed. The instructions on how to use the tool, as well as the tool itself, can be found on the github repository for the tool. If you have difficulties installing the tool from the public repo, we recommend you install and build the tool from this repo.

In order to use the tool, you will need the server file for your input, we have included that file here

note

ActiveUI 5 does not have any context value widgets, as such, you must remove them from your bookmarks before migrating them. The migration will not fail with them in your bookmarks, but you will get an error when you open a bookmark with a context value widget in it.