Install SME Commercial Combined Quote and Buy

Follow the guidelines below to install and configure SME Commercial Combined Quote and Buy 1.0.0.

Prerequisites

Before installing SME Commercial Combined Quote and Buy1.0.0, make sure to install the following packages in this exact order:

  • FintechOS Platform 22.1.4;

  • SySDigitalSolutionPackages v22.1.4001.zip;

  • Core Insurance Master v2.5.0;

  • Policy Admin v3.5.0;

  • Billing and Collection v2.5.0.

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

  1. After installing, make sure that the 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": "OPENAPI_URL *",
    "clientApi": "yourClient",
    "userApi": "yourUserName",
    "passwordApi": "youUserPass",
    "SMTP:Port": "***",
    "SMTP:Host": "***",
    "SMTP:EnableSSL": "0",
    "SMTP:User": "***",
    "SMTP:Password": "***",
    "DefaultFromEmail": "***"
    }
    //* URL of the OPEN API component
    //***  = your SMTP information

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

    1. Log into 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 INS_FTOS_SystemUser.xlsx file. You can find it in the solution package .zip file, in the Other Config folder.

    5. Search and choose INS_SystemUserXSecurityRole template.

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

  3. From the Other Config folder of the solution package .zip file, copy the img folder and paste it into FintechOS Portal > Custom > img.

  4. From the same folder, include the css subfolder in FintechOS Portal > Custom.