Install Proposal Configurator

Proposal Configurator 1.5.0 is a part of the Insurance Launch 4.6.0 package. Follow the instructions below to install and configure Insurance Launch 4.6.0 if it's not already installed on your environment. This is the first package to be installed in the entire insurance suite.

Prerequisites

Before installing or upgrading to Insurance Launch 4.6.0, make sure the following are already installed:

  • FintechOS Platform v22.1.4

  • SySDigitalSolutionPackages v22.1.4000.zip

Installation Steps

  1. Download the 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"
    Pause
  6. Execute the .bat file to start the installation.

  • <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 Core Policy Admin v3.4.0 previously downloaded.

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

Post-Installation Setup

After installing, perform the following configurations:

Modify the app-settings Studio Vault key by adding the .xls value to the FileUploadWhiteList key:

Copy 
{
"FileUploadWhiteList": ".pdf,.doc,.docx,.els,.jpg,.jpeg,.xlsx,.dll,.ppt,.pptx,.txt,.png,.ttf,.xml,.xls",
}
IMPORTANT!  

If you decide to work with our demo products settings, download the Proposal Configurator Import 1.5.0.zip file and follow the same installation steps as for Insurance Launch 4.6.0.

Proposal Configurator Import 1.5.0.zip can be used only for first time imports. If you're already using a previous version of Proposal Configurator Import do not upgrade to this version.

Prerequisites

Before installing or upgrading to Proposal Configurator v1.4.0, make sure the following are already installed:

  • FintechOS Platform v22.1.1.0

  • SySDigitalSolutionPackages v22.1.0003

  • Insurance Product Factory V4.5.0.

Installation Steps

  1. Unzip your Proposal Configurator 1.4.0.zip 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.

    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 install_Syspack.bat file by double clicking on it.

  9. Follow the steps above to import and install the Proposal Configurator Import 1.4.0.zip, if needed.

    IMPORTANT!  
    The Proposal Configurator Import v1.4.0 contains proposal configurator demonstration settings, adding the Personal Accidents quote config settings. If you decide to work with our demo settings, install the Proposal Configurator Import 1.4.0.zip, following the standard installation steps 1-8.
    The Proposal Configurator Import v1.4.0 solution has the following dependency: Quote Property V1.1.0. The Quote Property V1.1.0 must be installed before, following the standard installation steps 1-8, and then running the SQL scripts from FTOS_INSQB_QuoteProperty folder. Post-installation, copy the a-check.svg picture in FintechOS Portal → Custom → img folder.

  10. After installing the Proposal Configurator 1.4.0, respectively Proposal Configurator Import 1.4.0 digital solution, run the SQL scripts from the Proposal Configurator, respectively Proposal Configurator Import folder.

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

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

  • <user_password> - The password for the FintechOS 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 where the Proposal Configurator v1.4.0 is deployed.

  • <syspack_path> - The physical path to the unzipped Proposal Configurator v1.4.0 previously downloaded.

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

Upgrade

If you already have the Proposal Configurator Import v1.3.0 package installed, upgrade to v1.4.0 by performing the below steps:

  1. Check if near the 01 Deployment Packages folder the Proposal Configurator Import Upgrade folder exists.

  2. Run the SQL scripts located in the Upgrade folder.

  3. Perform the installation steps 1- 9 above, to install Proposal Configurator v.1.4.0.

  4. Perform the same to install Proposal Configurator Import Upgrade v1.4.0.

  5. After installing the Proposal Configurator Import Upgrade v1.4.0 digital solution, perform the post-installation setup listed below.

IMPORTANT!  
The Proposal Configurator Import Upgrade v1.4.0 solution has the following dependency: Quote Property V1.1.0. The Quote Property V1.1.0 package must be installed before, following the standard installation steps 1-8, and then running the SQL scripts from FTOS_INSQB_QuoteProperty folder. Post-installation, copy the a-check.svg picture in FintechOS Portal → Custom → img folder.

Post-Installation Setup

After installing the Proposal Configurator Import v1.4.0 digital solution, perform the following business configurations:

  • The cards included in the packages are imported in Draft status. Change their statuses to Approved, in order to start using them in the business flows.

After installing the Proposal Configurator Import Upgrade v1.4.0 digital solution, perform the following business configurations:

  • Change the statuses the status of the cards previously imported using Proposal Configurator Import V1.3.0 to Approved, in order to start using them in the business flows.