Installing Pet Insurance Quote & Buy

Follow the instructions below to install and configure Pet Insurance Quote & Buy 2.1.0 and 2.0.0.

Follow the guidelines below to install and configure Pet Insurance Quote & Buy 2.1.0.

Prerequisites

Before installing Pet Insurance Quote & Buy 2.1.0, make sure to install the following:

  • FintechOS Platform 22.1.4

  • SySDigitalSolutionPackages 22.1.4000.zip

  • Core Insurance Master 2.5.0;

  • Policy Admin 3.5.0;

  • Billing and Collection 2.5.0.

Installation Steps

  1. Download the Pet Insurance Quote & Buy 2.1.0 solution package from Release Hub.

  2. Unzip your solution package .zip archive file. Identify the 01 DeploymentPackages folder.

  3. Locate the FtosSysPkgDeployer folder in the FintechOS installation kit (the path is <unzipped_install_archive>\Tools\FtosSysPkgDeployer). You need it to install the SySDigitalSolutionPackages.

  4. Select and copy the FtosSysPkgDeployer folder next to the 01 DeploymentPackages folder.

  5. Create the .bat file needed for installation and save it next to the FtosSysPkgDeployer folder. Add the following script in the .bat file.

    Copy 
    CD /D %~dp0
    "%~dp0\FtosSysPkgDeployer\FtosSysPkgDeployer.exe" -i -a -s "StudioLink" -u AdminStudioUser -p user_password -z DataBaseServer -v DB_user -k DB_user_password -d "TheNameOfTheDataBase" -r "%~dp0\01 DeploymentPackages\*.zip"

  6. Execute the .bat file to start the installation.

Post-Installation Setup

  1. Verify that “b2c.user” system user exists on environment and has the “B2C” role associated on it. If not please follow the steps below:

    1. Log in to FintechOS Studio.

    2. Go to Main Menu > Evolutive Data Core > Data Import Templates.

    3. Search and choose the INS_FTOS_SystemUser template.

    4. Using the template, import the the INS_FTOS_SystemUser.xlsx file.

    5. Search and choose INS_SystemUserXSecurityRole template.

    6. Using the template, import the INS_SystemUserXSecurityRole.xlsx file. You can find it in the Other Config folder inside the solution package .zip archive file.

  2. Make sure the following keys are imported in the B2C Vault:

    Copy 
    {
    "FTOS_EXTD_POST_ApiKey": "",
    "FTOS_EXTD_POST_ApiUrl": "https://api.ideal-postcodes.co.uk/v1",
    "FTOS_IntegrationProcessBaseUrl_SWL": "https://scanner-ai-api.siwalusoftware.de",
    "FTOS_IntegrationProcessKey_SWL": "",
    "feature-b2c-userjourneys": "1",
    "feature-b2c-userjourneys-api-key": "3YQL1Al7vMmx",
    "feature-b2c-userjourneys-impersonated-user": "b2c.user",
    "baseUrlApi": "PORTALAPI_URL *", // URL of the portal site using EBSDefaultAuthentication = EBS
    "clientApi": "yourClient",
    "userApi": "yourUserName",
    "passwordApi": "youUserPass",
    "SMTP:Port": "***", //your SMTP information
    "SMTP:Host": "***", //your SMTP information
    "SMTP:EnableSSL": "0",
    "SMTP:User": "***", //your SMTP information
    "SMTP:Password": "***", //your SMTP information
    "DefaultFromEmail": "***" //your SMTP information
    }
  3. Locate the custom and UploadEbs folders in the Other Config folder of the solution package .zip archive file.
  4. Copy these two folders and paste them on the server.

  5. Add or update the /fnol route on B2CProxy > proxy > proxy.config file.

    Copy 
    if (output.path === "/fnol"){
                if (output.query.match(/\bsessionId=/i)){
                    output.path = "/Main";
                    output.query += "#/entity/FTOS_CLAIM_SelfFirstNotification/edit/newEntry/form/SelfFirstNotificationOfLoss_B2C/pageno/0";
       }
    else{
                   output.path = "/Main";
                   output.query += "#/userjourney/FTOS_CLAIM_SelfFirstNotification/insert/form/SelfFirstNotificationOfLoss_B2C";
    }
    return output.redirect();
    }

  6. Make sure that at the end of the proxy.config file, the requestHeader is properly set: output.requestHeaders.set("B2C", "3YQL1Al7vMmx");.

  7. To sync the JSON Quote config, run this code from the developer console:

    Copy 
    ebs.callActionByNameAsync("FTOS_IP_UpdateDetailsJSONOnQuoteConfigs")
    .then(function(e){
        console.log(e)
    })

Follow the instructions below to install and configure Pet Insurance Quote & Buy 2.0.0.

IMPORTANT!  
If you already have Pet Insurance Quote & Buy installed, follow the instructions on the Upgrade section.

Prerequisites

Before installing or upgrading to Pet Insurance Quote & Buy v2.0.0, make sure the following are already installed:

  • HPFI v22.1.1.0

  • SySDigitalSolutionPackages v22.1.0003

  • Core Insurance Master v2.4.0

  • Policy Admin v3.4.0

  • Billing and Collection v2.4.0

  • IdealPostcode Connector

Installation Steps

To install the Pet Insurance Quote & Buy solution, the below packages must be installed in this exact order:

  1. One-Time Password v1.1.0

  2. Accelerators Prerequisites 2.0.0

  3. Accelerators Data Import 2.0.0

  4. Pet Solution 2.0.0

  5. Pet Product Formulas 1.0.0

  6. Pet Product Configuration 1.0.0

  7. Proposal Configurator Import Pet 1.0.0.

Follow the below installation steps:

  1. Unzip your One-Time Password v1.1.0 archive file.
  2. Create a folder and name it 01 DeploymentPackages.
  3. Copy the DigitalAsset folder (if it exists) and DigitalSolution M.N.U.P.RC.zip file (extracted at step 1) inside the 01 DeploymentPackages folder.
  4. Locate the FtosSysPkgDeployer folder in the FintechOS installation kit (the path is <unzipped_install_archive>\Tools\FtosSysPkgDeployer). You need it to install the SySDigitalSolutionPackages.
  5. Select and copy the FtosSysPkgDeployer folder.
  6. Create the install_Syspack.bat file needed for installation.
  7. Add the following script in the file and save it next to the FtosSysPkgDeployer folder.
    8. Copy 
    CD /D %~dp0
    "%~dp0\FtosSysPkgDeployer\FtosSysPkgDeployer.exe" -i -a -s "StudioLink" -u AdminStudioUser -p user_password -z DataBaseServer -v DB_user -k DB_user_password -d "TheNameOfTheDataBase" -r "%~dp0\01 DeploymentPackages\*.zip"
    Pause

  8. Run the async install_SyspackDA.bat script by double clicking on it.

  9. Follow the steps from 1-8 to import and install the Accelerators Prerequisites v2.0.0, Accelerators Data Import v2.0.0, Pet Solution v2.0.0, Pet Product Formulas v1.0.0, Pet Product Configuration, v1.0.0, Proposal Configurator Import Pet v1.0.0.

  • <StudioLink> - The web URL of the Innovation Studio installation, for example http://localhost/ftos_studio.

  • <AdminStudioUser> - The username of the Innovation Studio user under which this import is executed. The user has to exist in Innovation Studio prior to this operation.<user_password> - The password for the Innovation Studio user.

  • <DataBaseServer> - The name of the database server where the FintechOS installation database was created.

  • <DB_user> - The username of the SQL Server user with administration rights on the FintechOS installation database.

  • <TheNameOfTheDataBase> - The name of the database.

  • <syspack_path>- The physical path to the unzipped the package previously downloaded.

  • <DB_user_password>- The password for the above mentioned SQL user.

Upgrade

If you already have the Pet Insurance v1.0.0 package installed, upgrade to v2.0.0 by performing the below steps:

  • Check if near the 01 Deployment Packages folder the Upgrade folder exists.

  • Run the SQL scripts located in the Upgrade folder.

  • Perform the installation steps above, steps 1-9, to install Pet Solution v2.0.0.

  • After installing, perform the post-installation setup listed below.

Post-Installation Setup

After installing, perform the following configurations:

  1. Make sure the following keys are imported in the B2C Vault:

    2. Copy 
    {
    "FTOS_EXTD_POST_ApiKey": "",
    "FTOS_EXTD_POST_ApiUrl": "https://api.ideal-postcodes.co.uk/v1",
    "FTOS_IntegrationProcessBaseUrl_SWL": "https://scanner-ai-api.siwalusoftware.de",
    "FTOS_IntegrationProcessKey_SWL": "",
    "feature-b2c-userjourneys": "1",
    "feature-b2c-userjourneys-api-key": "3YQL1Al7vMmx",
    "feature-b2c-userjourneys-impersonated-user": "b2c.user",
    "baseUrlApi": "PORTALAPI_URL *", // URL of the portal site using EBSDefaultAuthentication = EBS
    "clientApi": "yourClient",
    "userApi": "yourUserName",
    "passwordApi": "youUserPass",
    "SMTP:Port": "***", //your SMTP information
    "SMTP:Host": "***", //your SMTP information
    "SMTP:EnableSSL": "0",
    "SMTP:User": "***", //your SMTP information
    "SMTP:Password": "***", //your SMTP information
    "DefaultFromEmail": "***" //your SMTP information
    }

  2. Go to the ManualConfig folder and perform the following:

    • copy the custom folder on the server

    • copy the UploadEbs folder on the server

    • add or update the /pet-acc route on B2CProxy → proxy → proxy.config file.

      Copy 
      if (output.path === "/pet-acc"){
             if (output.query.match(/\bsessionId=/i)){
                    output.path = "/Main";
                    output.query += "#/entity/FTOS_INSQB_QuoteAnimal/edit/newEntry/form/FTOS_PETINS_QuoteAnimal/pageno/1";
              }
              else{
                   output.path = "/Main";
                   output.query += "#/userjourney/FTOS_INSQB_QuoteAnimal/insert/form/FTOS_PETINS_QuoteAnimal";
              }
      return output.redirect();
      }

  3. Make sure at the end of the proxy.config file, the requestHeader is properly set.

    • output.requestHeaders.set("B2C", "3YQL1Al7vMmx");

  4. In order to sync the JSON Quote config, run this code from developer console:

    Copy 
    ebs.callActionByNameAsync("FTOS_IP_UpdateDetailsJSONOnQuoteConfigs")
    .then(function(e){
        console.log(e)
    })