Installation

This version is compatible with High Productivity Fintech Infrastructure v22.1. The supported operating system is Microsoft Windows 10, and the supported browser is Google Chrome.

Prerequisites

• Standard FintechOS infrastructure (with B2CPortal, B2CProxy and Jobserver)
• Optionally, install the Mortgage Calculator 1.0.0.

Package

Once you downloaded the package Front-Office Dashboard-1.0.0.zip, unzip the package. It contains the following set-up:

• solution (the solution with the templates for the B2C Portal, containing the digital assets)
• additional-files (the library with custom controls; the custom files and the report document templates)
• an installation guide.

1 Install the Solution

Import the packages using Digital Solutions Packages found within the solution folder.

Add the latest syspackdeployer in the solution folder, edit the installer and run it in admin mode.

2 Set up the Additional Files

1. Copy or upload the custom folder in the Portal folder.
2. Copy or upload the content of the UploadEBS in your UploadEBS folder.
3. Add the keys from keys-for-portal file in the web.config of the Portal.
4. Make sure that your B2C Portal and proxy have the frame-ancestors Content-Security-Policy set to allow to use the B2C in a frame.
5. In the config of B2C Portal add the link of the Portal in the frame-ancestors Content-Security-Policy.
6. In the config of B2C proxy, add in system.webServer the follwoing script:
   Copy

   <customHeaders>
   <add name="Content-Security-Policy" value="frame-ancestors 'self' https://serverName/portal/" />
   </customHeaders>