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Insbridge Full Installation
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1. By default only administrative and power user accounts have full permissions over this key The insbridge user must also be given full control over the following registry key HKEY_LOCAL_MACHINE SOFTWARE Insbridge You can perform this by 1 Selecting Run from the Start Menu 2 Type regedt32 Click OK The Registry Editor will open 3 Browse to HKEY LOCAL MACHINE Select SOFTWARE gt Insbridge e Registry Editor DAR File Edit View Favorites Help 38 My Computer Name Data u GG HKEY_CLASSES_ROOT ab Default value not set HL HKEY CURRENT USER S HKEY LOCAL MACHINE E HARDWARE D E m ER E a a a a a H H a ag A nz OFTWARE 13 Cozftsy New Find Delete Rename Export Permissions Progran Copy Key Name 4 Schlumberger LC Secure a Symantec a Symantecvolatile a Vmware Inc Windows 3 1 Migration 4 0 SYSTEM HKEY USERS D e HKEY_CURRENT_CONFIG lt gt My Computer HKEY_LOCAL_MACHINE SOFTWARE Insbridge Figure 38 Configure Registry Access Windows Server 2003 62 4 Right click and select Permissions 5 Click Add 6 On the Select Users or Groups popup select the Object Types and Locations Select Users or Groups Select this object type Users Groups or Built in security principals Object Types From this location Data Enter the object names to select examples insbridgel Check Names Figure 39 Ent
2. Edition P01 701 07 V 3 8 5 November 2007 Update 8 Edition P01 701 08 V 3 8 7 January 2008 Update 9 Edition P01 701 09 V 3 8 8 March 2008 Update 10 Edition P01 701 10 V3 9 May 2008 Update 11 Edition P01 701 11 V 3 10 September 2008 Update 12 Edition _P01 701 12 V 3 11 December 2008 Update 13 Edition P01 701 13 V 3 12 July 2009 Update 14 Edition _P01 701 14 V 3 13 December 2009 Update 15 Edition P01 701 15 V 3 13 2 February 2010 Update Oracle Insurance Insbridge Rating and Underwriting Installation and Upgrade Guide Page 12 Chapter 1 PLANNING YOUR IBRU SYSTEM Prior to installation you should have an idea of the type of setup you want to create What kind of equipment do you have available and how many environments do you need If you do not have everything completely planned out you can still proceed Environments can be removed or added later on The Oracle Insurance Insbridge Rating and Underwriting system IBRU is expandable and can accommodate a few different configurations Databases RateManager and IBFA require a SQL Server 2005 SP2database SoftRater can use a SQL Server 2005 SP2 database an Oracle 9 or 10 database or an IBM DB2 8 0 or 8 1 database or a combination of databases SQL Server can be the only database system used No other database system is required however another database system can be used if you want For the examples in this guide physical environments that use SQL Server will have one data
3. 3 Add the Insbridge user Next select the Add Database Connection link The three databases must be added to IBFA e Subscriber Global with Name controller e Subscriber Your Subscriber Name with Name security e Subscriber Your Subscriber Name with Name RM 42 The setups are similar for all three databases The description information following the first example will be the same for the other two databases In the next popup dialog fill out connection information for the IB_CLIENT database using the Global subscriber NOTE f you have renamed the databases please make note of the new names Connection Webpage Dialog Connection Database connections can be global to the Insbridge Framework or unique to the Subscriber Subscriber Global vi Name controller Server LOCALHOST Server Type SQLServer Wi Catalog IB CLIENT MARY Catalog Type Other v Query Buffer Tablespace Schema User s Password se000000 Figure 21 Setting up the Global Database Connection Select Global for the Subscriber The IB CLIENT database is a global database and is not unique to the subscriber This information cannot be changed once you have saved it The Database Name cannot be changed once you have saved it The Server is the database server name or IP address which ever is resolvable by the IBRU web server You also can test the connection and make sure it is valid at the time of entry The DB S
4. Administrator 2 0 You can leave this component in place You do not need to remove or edit this library 81 Please note that you will not have to make any changes to any COM Application library The installation will automatically apply the Insbridge user name and password that you created earlier to the necessary libraries If you change the password you will have to change the password in all three of the Insbridge Com libraries On each library right click select Properties select the Identity tab enter in the new password NOTE f any COM library is missing run the IBRU install again from the msi file and choose uninstall Then rerun the IBFA install Uncheck the RateManager Install Then check again to see if all the libraries are listed If they are still not listed please log a Service Request using My Oracle Support at https support oracle com 82 STEP 8 EXPORT INSBRIDGE REGISTRY KEY FOR BACKUP The Insbridge registry key located in HKEY_LOCAL_MACHINE gt SOFTWARE gt Insbridge is used to store all information for proper encryption of the SoftRater Packages SRPs This registry key should be exported using regedit to a text file and stored in a safe location off the server and or sent to Insbridge in the event of a catastrophic server failure and the IBRU system needs to be reinstalled Export and Import Subscriber Registry Key for SoftRater Node Installation 1 On the server where RateManager is installed ope
5. Extended Standard Figure 70 Message Queuing Type 110 Installing Java Runtime Environment for PDF creation In order to create reports as PDF files from the RateManager web interface the Java Runtime Environment version 1 4 or above must be installed on the web server The JRE can be downloaded from the http java com en download manual jsp MDAC 2 8 If the Insbridge Rating and Underwriting application is split between a web server and a database server then Microsoft s Data access component version 2 8 needs to be installed on the web front end server MDAC version 2 8 is included with Windows Server 2003 Special Considerations for Windows Server 2003 Microsoft has identified some known issues with Windows Server 2003 Oracle Insurance is aware that these issues may surface during the installation of Insbridge Rating and Underwriting System depending upon your network setup and choice of operating system Oracle Insurance offers the following solutions for known issues Please discuss and involve your System Administration Group or IT Department prior to making any change The suggestions listed below will allow the Insbridge Rating and Underwriting System to function in most environments Oracle Insurance makes no claim to knowing what effects these changes may have on other areas of your network Prior to making any changes please consult with your System Administration Group or IT Department and Insbridge suppor
6. It is recommended that you download the documentation Installation guides and user guides are located here The Insbridge IBRU install The Insbridge IBRU install is required for all installations The 3 13 2 Insbridge IBRU folder contents Databases Oracle SoftRater IBSR o Usp_IBSR_v03 12 0 oracle SQL Server RateManager IBRM o IBRM TEMPLATE mdf Security IB CLIENT o IB CLIENT TEMPLATE mdf SoftRater IBSR o IBSR_TEMPLATE mdf o Usp_IBSR_v03 13 0 sq 1E7 Users Insbridge IE7 Active X Control Update PDF RateManager E7 exe Oracle BI Publisher OBI PUBLISHER exe Oracle Insurance Insbridge Rating and Underwriting msi You will be required to run the installation file and create the IB CLIENT database for any new installation The other folders and files may not be needed depending upon the kind of setup you want Everything for a Windows only installation is in the 3 13 2 Insbridge IBRU folder If you want to incorporate a Java environment please download the corresponding SoftRater file SoftRater downloads are not required if you are running in Windows only Oracle Insurance Insbridge Rating and Underwriting Installation and Upgrade Guide Page 10 Definitions Some commonly used terms when installing or using the Oracle Insurance Insbridge Rating and Underwriting system IBRU Insbridge Rating and Underwriting System This is the entire system IBFA Insbridge Framework Administrator
7. 41 74 92 I IB CLIENT Database rmrrrnnnnnrnrrrnnnnnnrnnrnnrnrnnnennennn 44 IBFA E e EE 51 82 Start Insbridge arnrrnnnonnrrnnnronnrrnnnonnnne 19 Uninstall aaanaanaaaaaannnnenannnnenenenna 51 82 IBRM_xxxx db owner Permisesions 40 BRU accutane 9 10 E Delivery euuimmianmv dene ene 10 Installing NET 2 0 Framework Prior 108 IBRU Web Server SERVERNAME oseese 41 74 92 IBRU INSTALL DIR oaii 25 57 BSR undere added 20 RE 72 IBSR Database db owner Permissions 0 00 40 73 IBSR Databases Loading SRPS o on 46 IBSS Add New Environment 93 Environment Setup ccceeees 93 IIS Enabling uauistsuvedituendivufe 109 Installing Microsoft NET 2 0 Framework EE 108 Reguired EE 109 Insbridge Split over Gervers neee 111 Insbridge Framework Installingrv sun dasdennstt 20 95 Local User Account 20 Insbridge Framework Administrator Configuring eononnnnnnn nn nvnnnnnn 41 74 92 Extended Permission orrrnrnnrnnrnnnnnr 19 Insbridge key 32 64 Insbridge Message Service 19 53 85 Insbridge Permissions sasennnneeeen 34 66 Insbridge Properttes 33 65 Insbridge RateManager Supported Databases 48 78 101 Insbridge Services SlOPPOO rase dd 99 Insbridge SoftRater Supported Databases 48 78 101 Insbridge Task Manager Service 19 115 insbridge user Registry key 30 62 ETA 22 Insta
8. Ge lt DJ bi J Search Erres E Address C WINDOWS Temp Folders E CN WXPVOL EN x E msapps A mu network diagnost OemDir e Offline Web Page CO ORCLOBI CH pchealth PeerNet Prefetch amp Provisioning 5 RegisteredPackac r es Registration eo repair Resources a security ServicePackFiles H SoftwareDistribut E srchasst system H system32 A Tasks B p amp twai Expand ae d Explore S Wins Open Search a Control Pane amp EG Shared Docut Sharing and Security E UH Mary s Docun winzip gt al Recycle Bin lt E a My Network fi Send To Cut Copy Delete Rename Figure 41 Windows Explorer WINNT 2003 Properties 3 Select Properties 4 Change to the Security tab 5 Click Add 6 On the Select Users or Groups popup select the Object Types and Locations 7 Enter in the user name insbridge and click Check Names If the user name is found it will be listed If the name is not found and error screen will be displayed Cancel out and return to the Select Users or Groups popup Click Advanced to search To search the directory click Find Now and scroll through the list until you find the user name you need If the user name is not listed return to User Accounts and verify the user name was created 8 Once the name is listed click OK 9 On the Temp Properties screen make sure the insbridge user is highlighted
9. No change No Change DB Server The name of the server that houses the database that packages will be loaded to For DB2 servers this is the DB2 Registered Alias Name For Oracle servers this is the server name either IP or DNS will work No Change DB Catalog The name of the catalog in the database For DB2 servers this is the System DSN Name For Oracle servers this is the instance DB Catalog Type The type of catalog in the database The types available are RateManager SoftRater and Other If you are using a SQL Server you can choose either RateManager or SoftRater If you are using an Oracle or DB2 database you will need to choose Other and enter the remaining information No Change 101 value will control the maximum number of batch query operations that can be submitted to the target DBMS in any one transaction It is known that for certain DB2 platform versions a value of 31 is required because of a hard software limit DB Tablespace The name of the table space in the database DB Schema The name of the schema that defines the structure of the database DB User Username to access the database DB Password Password to access the database Engine Type The type of SoftRater engine that is used The available options are SoftRater for Windows SoftRater for WebSphere SoftRater for WebLogic or SoftRater for JBoss Engine Location The location of the SoftRater engine If the engine is
10. PURPOSE of this Authoring PURPOSE of this Rating Environment Environment This environment is for the testing of packages SRPs and for real time production This environment is for the creation of rating programs The rating environment can cross over multiple physical environment and can consist This environment also holds the of multiple logical environments security information Environments Physical Authoring Rating and Logical ee IB CLIENT securi Oracle SR Oracle or This IBSR DB or The 05 gs SQL holds the SQL SRPs for Production t SS This IBRM DB holds Rating Rules 15 Logical Environments A logical environment is an environment created for a subscriber in IBFA or IBSS This environment is used for rating and or SoftRater package SRP management The logical environment defines package location engine location and database location in addition to several other supporting data items When you create logical environments you enter the package storage locations These are the system folders where SoftRater packages SRP are stored When an SRP is created the file is stored in the folder location configured in the environment that the package was created for When a program is ready to go from development to the QA environment the SRP will be placed in the
11. Virtual file server management allows you to access environments that are located on other machines in different locations where packages can be downloaded Package Location A pointer to a location where SoftRater Packages SRP s are stored Physical Environment A physical environment is generally referred to as a physical machine Authoring Environment The physical machine where RateManager is installed Rating Environment The physical machine s where SoftRater is installed This is typically the same as a SoftRater node Logical Environment An environment created for a subscriber in IBFA It defines package location engine location and database location in addition to several other Oracle Insurance Insbridge Rating and Underwriting Installation and Upgrade Guide Page 11 supporting data items This environment is used for rating and or SRP management Each database connection will have a logical environment Manual History New editions incorporate any updates issued since the previous edition Publication Product Edition Number Version Publication Date Comment 1 Edition P01 701 01 03 28 2005 Updated for new layout Windows 2003 2 Edition P01 701 02 04 14 2005 New layout updated ASPNET user permissions req 3 Edition P01 701 03 V 3 6 03 14 2006 Update 4 Edition P01 701 04 V 3 7 09 28 2006 Update 5 Edition P01 701 05 V 3 8 July 2007 Update 6 Edition P01 701 06 V 3 8 3 October 2007 Update 7
12. back to the QA logical environment that you created in your RateManager Development environment This step is necessary if you want to copy and load packages from environment to environment however if you do not have the information ready You can do this at a later time 79 1 From the Configuration Page click the Virtual File Server Management link irtual File Server Manangement There are times when you must download SoftRater packages from different locations These locations require a domain name of an ip address of the particular server No file servers found Figure 53 Virtual File Server Management Screen 2 This will open the Virtual File Server Management window Virtual File Server Web Page Dialog SoffRater Virtual File Server Managemen Remote SRP Server Management No file servers found Delete Selected Server s Edit Selected Server Save Cancel Figure 54 Virtual File Server Management Window 3 Enter the name of the server and a description Take care when entering the server name This field cannot be edited If you have made a mistake you must delete and re enter 4 Click Add to add the server to the list Enter in as many servers as you need 5 When you are finished click Save to save your work and return to the previous screen 80 STEP 7 UPDATING THE COMPONENT SERVICES Next you will need to update the component services 1 Click Start gt Programs gt Adminis
13. either for running a service or for logging onto other servers Use the Browse button to choose users from your network For domains user names must be in the format of DOMAIN UserName User Name Insbridge Password aa Create New User Wise Installation Wizard A Figure 62 Entering User Information for Insbridge 3 Click Next to continue 96 4 The next screen will list the applications to be installed To expand the options and view details click on the downward arrow All features are checked for installation RateManager is the only one that you will be allowed to not install ie Oracle Insurance Insbridge Rating and Underwriting 3 13 2 KI Select Features ORACLE INSURANCE Please select which features you would like to install Insbridge Rating amp Underwriting RateM anager ED vr BFA Feature Description Oracle Insurance Insbridge Rating and Underwriting is a Web based rating rules and r Oracle BI Publisher Reports underwriting system This feature will be installed on the local hard drive This feature requires OKB on your hard drive It has 2 of 2 subfeatures selected The subfeat Current location C Program FilesyOracleilGBUInsbridget Wise Installation Wizard RA 5 Click Next to continue 97 ie Oracle Insurance Insbridge Rating and Underwriting 3 13 2 al Ready to Install the Application ORACLE Click Next to begin installation INSURA
14. in all environments ADD DB Connections Controller Security RM CREATE Logical Environments RM to handle testing rating QA SR This environment contains the full packages to be consumed by QA PURPOSE of this Physical Environment This environment is for the creation of rating programs This environment also holds the security information IB CLIENT Attach to SQL holds Rating amp Rules 23 STEP 1 INSTALL INSBRIDGE RATING AND UNDERWRITING 1 Begin with the Oracle Insurance Insbridge Rating and Underwriting Install file NOTE The installation program requires that the installer have administrator rights on the machine where the install is occurring NOTE Please close all open applications before running the Oracle Insurance Insbridge Rating and Underwriting file 2 Open the Oracle Insurance Insbridge Rating and Underwriting file A Welcome screen will be displayed ie Oracle Insurance Insbridge Rating and Underwriting 3 13 2 KI E 4 Oracle Insurance Insbridge Rating and Underwriting It is strongly recommended that you exit all Windows programs before running this setup program Click Cancel to quit the setup program then close any programs you have running Click Next to continue the installation WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it
15. 101 Disk Administrators SQL Server role User Account 40 73 114 E E Delivery ETH 10 Required Proorams 10 Editing Environment Setup rrrrrnnnrnrrnrrnnnnnnnn 93 Edition Nottce diae eana a 2 Encryption SoftRater Package 51 83 Engine EnvDef Environment 49 79 102 Engine Location Environment 49 79 102 Engine Type Environment 49 79 102 Environment DB Catalog 49 79 101 DB Catalog Tvpe 49 79 101 DB Password aesssenneeseenne 49 79 102 DB Gchema 49 79 102 DBS rne anna 48 78 101 DB Server Tvpe 48 78 101 DB Tablespnace 49 79 102 BIER EE 49 79 102 Engine Emvtief 49 79 102 Engine Location 49 79 102 Engine Type 49 79 102 N ME tans 48 78 101 lee 48 78 101 Package Location rnnrnnnnn 48 78 101 SoftRater Node Installation 46 Environment Setup Greatingsaauis rumsiniimidhvikd used 93 Database Tvpes 94 Editing Sundt 93 BSS Tue 93 Provider Tvpes 94 Query Blockin inian eiai 94 Environment Tvpes 47 77 93 Execute Update Gent 104 Export Registry Koy ie peccaia 51 83 Extensions ASPNET heiranner iata sanien 108 109 ASPNET IA meinte ads 109 F Files Creating PDE u inunrinkreie dresser 111 FIPS Encryption Windows 2003 Server Issues 111 Framework Administrator Full Control of Directory 48 78 101 H HKEY LOCAL MACHINE SOFTWAREIIns bridge sanse satan 30 51 62 83 http SERVERNAME ibfa
16. Click Add 6 On the Select Users or Groups popup select the Object Types and Locations Select Users or Groups Select this object type Users Groups or Built in security principals Object Types From this location DE Enter the object names to select examples insbridgel Check Names Figure 11 Entering the User 7 Enter in the user name insbridge and click Check Names If the user name is found it will be listed If the name is not found and error screen will be displayed Cancel out and to return to the Select Users or Groups popup Click Advanced to search To search the directory click Find Now and scroll through the list until you find the user name you need If the user name is not listed return to User Accounts and verify the user name was created 8 Once the name is listed click OK 31 Permissions for Insbridge Security Group or user names Leg Administrators PLQ4D0C01 Administrators fi CREATOR OWNER Insbridge PLQ4DOC01 Insbridge Mary PLOADOCO1 Mary P Damme l lanra DL OAD ACA Daniar Hee amp Permissions for Insbridge Allow Deny Full Control Read Special Permissions For special permissions or for advanced settings click Advanced Figure 12 Applying Permissions for 2003 User On the Permissions screen make sure the insbridge user is highlighted and check to give Full Control to the entire Insbridge key
17. Community Help i new query Cy Sa 13 EEE RE B Object Explorer v x Comet 39 m Y 2 E 169 5QLO1 SQL Server admin er Sys New Database C3 Dat Restore Database Restore Files and Filegroups Reports D Refresh Figure 15 Right Click to Attach Database 6 Right click on Databases 7 Select Attach A separate screen will be displayed Bae Object Explorer Details aae YE Databases Mel E SQLO1 Databases 2 Item s E System Databases E Database Snapshots 37 Attach Databases of xi Select a page d ER Script Te Help gt General Databases to attach MDF File Location Database Name Attach As Add Remove Database details Original File Name il Current File Path Server SOLD Connection admin 3 View connection properties Progress Ready Figure 16 Attaching a Database 8 Click the Add button and browse to the location where the database files were placed in step 2 9 Attach database IB CLIENT xxxx MDF where xxxx equals the renamed file from step 3 38 Locate Database Files SQLO1 OF x Select the file lg adam Og addins H E adfs H Og Application Compatibility Scripts H 0 AppPatch H 0 assembly Og Cluster E Config H 0 Connection Wizard H 0 Cursors 2 13 DB Templates H0 MASTERS O Sa 3 IBRM_QA mdf 3 I
18. Environments RM to handle testing rating QA SR This environment contains the full packages to be loaded to the QA DB Production SR This environment contains the full Packages to be loaded to the Production DB PURPOSE For setting up this Physical Environment This environment is for the creation of rating programs and management of the SRPs ATTACH IB CLIENT security ATTACH RM Rating Rules PURPOSE For setting up this Physical Environment SQL Server is required for RM and IB CLIENT The SQL Server should be on a separate machine These DBs will connect to the Development environment or the environment that contains RateManager DB for SRPs CREATE DT table for each LOB CREATE SR the IBSR DB for QA CREATE Production the IBSR DB for Production PURPOSE For setting up this Physical Environment The Oracle DB will hold the SRPs for the QA and Production environment Test Rating INSTALL IBSS CREATE Logical Environments SR to identify IBSR DB and location PURPOSE For setting up this Physical Environment This environment is for the testing of packages SRPs Production Java Production Rating INSTALL IBSS CREATE Logical Environments Production to identify the IBSR DB and location PURPOSE For setting up this Physical Environment This environment is for rea time production rati
19. T ET 55 STEP 1 INSTALL INSBRIDGE RATING AND UNDERWRITING mnnnrorvennnnnnnnnnnr 56 STEP 2 ASSIGNING PERMISSIONS REGISTRY ACCESs 62 STEP 3 ASSIGNING PERMISSIONS TEMP FOLDER FOR MSMQ 65 STEP 4 ASSIGNING PERMISSIONS INSBRIDGE FOLDER ssssssnnin1eeen 66 STEP 5 ATTACHING IBRU DATABASE IN SQL SERVER 2005 68 STEP 6 CONFIGURING INSBRIDGE FRAMEWORK ADMINISTRATOR 74 STEP 7 UPDATING THE COMPONENT SERVICES rrnnorrrrennnrnnnnnrnrrnnennnnnnnnnr 81 STEP 8 EXPORT INSBRIDGE REGISTRY KEY FOR Backup 83 STEP 9 INSTALLING THE OBI PUBLISHER orrrnnonnnnnnnnrrrvennnnnnnnnrnrrnnennnnnnnnnr 84 S 86 INCORPORATING AN ORACLE DB errrnrnrnnnnnnnnnnnnnnnnnnnnnnnnnnnnenneenennnnen 86 RS TEEN 86 Example o juni EE Ada 87 INSTALLATION OF ORACLE CLIENT rannnorrorennnnannnnnnrrnvennnnananannrrnvennnnnennnnnnnnnn 88 LOCATION OF DDL DIRECTORY mmrrnnnnnnnnrrrrennnnnnnnnrnrrnnennnnnnnnnrnnrrnnennnnnnnnannnn 88 ORACLE DATABASE DGETUE 89 Using a DB2 Database spisning agian 89 SEENEN 90 SOFTRATER INSTALLATION JAVA i nnnnovnnnennannnnnnnnnnnnnnnsennnnnnnnnnnener 90 THE SETUP eeh ue See ASA de ease 91 TO INSTALL INSBRIDGE SOFTRATER SERVER nssssssnnisnsseserirninnsersrrrrrnnn 92 CONFIGURING INSBRIDGE SOFTRATER SERVER rrnnnrorrnnnnnnnrnnnnrnvvennnnnrnnnnnr 92 S 95 UPDATING AN INSBRIDGE APPLICATION arernrnnnnnnnnnvnnvnnnvenannnnnnenr 95 UPDATING DATABASE Saot urn
20. To change your password go to Administration gt Change Password For more on user management please see the RateManager User Guide NOTE f you log into RateManager and Tools is the only option you must perform a database update NOTE f you are having difficulties logging into RateManager please check the error logs in IBFA RUNNING DATABASE UPDATES IN RATEMANAGER If you log into RateManager and Tools is the only option you must perform a database update On the Updates screen the current version will be highlighted and the status will be Current The updates below the current version will be grayed out These updates cannot be run again You will receive an error message if you attempt to run a lower version update Any version update above the current version will also be grayed out but will be available for executing Updates have to be installed sequentially meaning if you are on Version 3 9 you must run the 3 10 update then the 3 11 update the 3 12 update and finally the 3 13 update If you attempt to run an update that is more than one level above the current version you will receive an error message 1 Navigate to the Backups tab 2 Click the Updates tab Select the database you want to view from the Show updates for drop down The database updates will be listed The last column the Status column will show you which update is the Current one installed 103 v03 13 0 00 12 10 2009 IBRM v03 12 0 00 7 1
21. a GEN 99 UPDATING AN ORACLE DATABASE rmrnnnnnrorrnvennnnnnnnnrnrrnnennnnnnnnnrnrrenvensensnnnn 100 SEENEN en 103 WORKING WITH RATEMANAGER FOR THE FIRST TIME 103 RUNNING DATABASE UPDATES IN RATEMANAGER ssssnnnnnnsssssrinninnseereene 103 Geer Eet 105 MANUAL UPDATES TO THE IBRU DATABASES cccceeeees 105 TO PERFORM DATABASE UPDATES FROM RATEMAMAGER 105 MANUAL DATABASE UPDATES rorrrnnnrannnnrnrrnrennnnnnnnnrnrrnnennnnnnnnnnnnrnnvensnnennnn 105 UPDATING THE SOFTRATER DATABASE FROM A LOWER VERSION 107 Wiis binkd eg Ee EE EE Er EE REE 108 WINDOWS 2003 SETTINGS AND PERMISSION NOTES 108 Microsoft NET Framework sner 108 Oracle Insurance Insbridge Rating and Underwriting Installation and Upgrade Guide Page 4 Internet Information Services Ueleg 109 Message Queuing Services cccccceceseesesseteseeseneerseseessaees 110 Installing Java Runtime Environment for PDF creation 111 MDAC 2 TEE 111 Special Considerations for Windows Server 2007 111 SUPPORT E 113 CONTACTING SUPPORT nnnovevennnavevennnnvnvennnnvevennnnnevennnnnnevennnnnevennnner 113 TTY ACCESS TO ORACLE SUPPORT SERVICES s nnssnnseeneeanetereersre reenen 113 114 Oracle Insurance Insbridge Rating and Underwriting Installation and Upgrade Guide Page 5 LIST OF FIGURES Figure 1 Creating New US6l i2 4 aidan aaien ieee en iene 21 Figure 2 Adding User mtormatton unnt tn nant tnnn nteu nan
22. computer software or commercial technical data pursuant to the applicable Federal Acquisition Regulation and agency specific supplemental regulations As such the use duplication disclosure modification and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract and to the extent applicable by the terms of the Government contract the additional rights set forth in FAR 52 227 19 Commercial Computer Software License December 2007 Oracle USA Inc 500 Oracle Parkway Redwood City CA 94065 This software is developed for general use in a variety of information management applications It is not developed or intended for use in any inherently dangerous applications including applications which may create a risk of personal injury If you use this software in dangerous applications then you shall be responsible to take all appropriate fail safe backup redundancy and other measures to ensure the safe use of this software Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications Oracle is a registered trademark of Oracle Corporation and or its affiliates Other names may be trademarks of their respective owners This software and documentation may provide access to or information on content products and services from third parties Oracle Corporation and its affiliates are not responsible for and exp
23. folder location that was designated for the logical environment selected An SRP can be copied from one logical environment to another from the SRP listing screen in IBFA SRP s can also be copied from a different physical machine that has IBFA installed by creating a Virtual File Server In a Java environment the rating environment IBFA will handle the copying and loading No Virtual File Server will be created IBFA does the package management and migration This can only be performed by IBFA Java environments are for rating only You can create as many logical environments as you want to manage It is recommended that at least two logical environments be configured in IBFA one for RateManager and one to represent the QA environment and folder location of the SRPs It is recommended that at least one logical environment be setup in testing or quality assurance QA and one for production A Windows Only Environment Example IBRU Installation Setup Windows SQL Server Environments Physical and Logical Rating and Rules Authoring INSTALL IBFA RM OBI Publisher CREATE SUBSCRIBER Must be the same in all environments CREATE Logical Environments RM to handle testing rating QA SR This environment contains the full packages to be consumed by QA PURPOSE of this Physical Environment This environment is for the creation of rating programs This environment also holds the security Informati
24. install the files for Oracle Insurance Insbridge Rating and Underwriting in the following folder To install into a different folder click the Browse button and select another folder Y ou can choose not to install Oracle Insurance Insbridge Rating and Underwriting by clicking Cancel to exit the Wise Installation Wizard Destination Folder C Program Files Oracle IGBU Insbridge Wise Installation Wizard Ri Cancel Figure 32 Entering the Destination Folder for Insbridge Choose the location where the Insbridge installation will be located This will be the location for all future installations for Insbridge applications Click Next to continue 57 ie Oracle Insurance Insbridge Rating and Underwriting 3 13 25 KI Logon Information ORACLE The following logon information is used by Insbridge INSURANCE Specify a user account to be used by the application either for running a service or for logging onto other servers Use the Browse button to choose users from your network For domains user names must be in the format of DOMAIN UserName User Name lInsbridge Password sessed Create New User Wise Installation Wizard Ri JJ Figure 33 Logon Information 5 Enter the Insbridge user name and password for the local user account you set up earlier The logon information screen will be displayed You must specify a user account to be used by the application Please use the Insbridge user account
25. local to the Framework Administrator i e located on the same server leave this field as LOCALHOST If the engine is located on a different server enter the name in the box Engine EnvDef This field should remain blank unless the engine is located on a different server If the Engine Location is set to LOCALHOST leave this field blank If the Engine Location is not LOCALHOST this should match the name of the environment on the remote server No longer required DB Schema The name of the schema that defines the structure of the database This information may be obtained form the Oracle DBA DB User Username to access the database This information may be obtained form the Oracle DBA DB Password Password to access the database This information may be obtained form the Oracle DBA No Change No Change No Change NOTE f you are using an Oracle or DB2 server the options and requirement will be different Please see the Insbridge IBFA User Manual Located in the User Guides directory for more information 102 Chapter 8 WORKING WITH RATEMANAGER FOR THE FIRST TIME The URL for RateManager will be http INSTALLATIONSERVERNAME RM Where Installation server is the server where RateManager was installed This will place you on the RateManager login screen 1 To login for the first time select your company from the drop down menu 2 The user name will be demo 3 The password will be password
26. machine where the IBRU system IBFA and RateManager is currently installed Click the installer During the installation the installation program requires the installer have administrator rights on the machine where the install is occurring Please close all open applications and run the Oracle Insurance Insbridge Rating and Underwriting file A Welcome screen will be displayed GG Oracle Insurance Insbridge Rating and Underwriting 3 13 25 i 4 Oracle Insurance Insbridge Rating and Underwriting It is strongly recommended that you exit all Windows programs before running this setup program Click Cancel to quit the setup program then close any programs you have running Click Next to continue the installation WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law ORACLE INSURANCE Figure 61 Installing Insbridge 1 Click on Next to continue 95 2 The next screen is the Logon Information screen Please use the Insbridge user account information that you set up earlier ie Oracle Insurance Insbridge Rating and Underwriting 3 13 2 Logon Information ORACLE The following logon information is used by Insbridge INSURANCE Specify a user account to be used by the application
27. may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law ORACLE INSURANCE Cancel Figure 3 Installing Insbridge 3 Click Next to continue 24 ie Oracle Insurance Insbridge Rating and Underwriting 3 13 2 KI Destination Folder ORACLE Select a folder where the application will be installed INSURANCE The Wise Installation Wizard will install the files for Oracle Insurance Insbridge Rating and Underwriting in the following folder To install into a different folder click the Browse button and select another folder Y ou can choose not to install Oracle Insurance Insbridge Rating and Underwriting by clicking Cancel to exit the Wise Installation Wizard Destination Folder C Program Files Oracle IGBU Insbridge Wise Installation Wizard Ri Cancel Figure 4 Entering the Destination Folder for Insbridge Choose the location where the Insbridge installation will be located This will be the location for all future installations for Insbridge applications Click Next to continue 25 ie Oracle Insurance Insbridge Rating and Underwriting 3 13 25 KI Logon Information ORACLE The following logon information is used by Insbridge INSURANCE Specify a user account to be used by the application either for running a service or for logging onto other servers Use the Browse button to choose users from your network For domains user
28. passed along to the IBRU installer This information is needed to create a logical environment LOCATION OF DDL DIRECTORY If a database table needs to be added in SoftRater for Oracle the DDLs are located in the IBFA Installation Directory under the SoftRater DDL folder Le INSTALL DIR Insbridge SoftRater DDL This information may be needed if you are attempting to add an LOB and receive missing table errors Creating tables in Oracle should be performed by a qualified DBA 88 To create new table in DB2 please visit the IBM web site to download the client for the version you have ORACLE DATABASE SETUP Oracle database files are packaged in the install The IBSR_TEMPLATE file is located in the Databases gt Oracle gt SoftRater folder The file name is usp IBSSR v03 13 0 oracle IMPORTANT Itis strongly recommended that any database modification be performed by a qualified database administrator DBA The database setup procedures and tasks require the skill set of a database administrator If you are not a database administrator please stop Improper setup may result in unwelcome changes to the database Please consult with a qualified database administrator before proceeding These instructions are high level and require that the setup person be a DBA 1 You will need to create the database Oracle Insurance does not have specific requirements whatever requirements are deemed necessary by your company s internal standards will
29. that you set up on page 20 NOTE You can Create a New user at this point if needed Click the Create New User button to be placed on New User screen to setup an Insbridge user 6 Click Next to continue 58 ie Oracle Insurance Insbridge Rating and Underwriting 3 13 2 C Select Features ORACLE FI select which feat ou would like to install ease select which features you would like to insta INSURANCE Gel Insbridge Rating amp Underwriting Feature Description RateManager RateMananer allows husiness users to create ST willbe installed on local hard drive x rates and rules amp r iting engine in an EDR Entire feature will be installed on local hard drive Feature will be installed when required our local hard Entire feature will be unavailable mis feature requires UKS ON your hard drive Current location C PROGRAM FILESSORACLESIGBUSINSBRIDGES Wise Installation Wizard A Figure 34 Selecting Features for Installation 7 The next screen will list the applications to be installed To expand the options and view details click on the downward arrow All features are checked for installation RateManager is the only one that you will be allowed to not install Check Entire feature will be unavailable Click Next to continue Options are e Insbridge Rating and Underwriting The default option is Entire feature will be installed on local hard drive This includes IBFA You will not be able
30. the libraries are listed If they are still not listed please log a Service Request using My Oracle Support at https support oracle com STEP 8 EXPORT INSBRIDGE REGISTRY KEY FOR BACKUP The Insbridge registry key located in HKEY_LOCAL_MACHINE gt SOFTWARE gt Insbridge is used to store all information for proper encryption of the SoftRater Packages SRPs This registry key should be exported using regedit to a text file and stored in a safe location off the server and or sent to Insbridge in the event of a catastrophic server failure and the IBRU system needs to be reinstalled 51 STEP 9 INSTALLING THE OBI PUBLISHER OBI Publisher is necessary for reports If you do not plan on using reports in RateManager or IBFA you do not need to install this program 1 Unzip the OBI PUBLISHER OBI Publisher Setup OBI Publisher Release Notes his Oracle BI Publisher Oracle Insurance Insbridge Install will update the current elease to 10 1 3 4 0 Figure 29 Installing OBI Publisher 2 Click Install A progress screen will be displayed 52 OBI Publisher Setup Installation Complete Setup was completed successfully Completed BRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRR Show details 3 When complete click Close 4 In order for OBI Publisher to be available to users you must start the Insbridge Message Service In IBFA navigate to the Services page Insbridge Message
31. the database This information may be obtained form the Oracle DBA DB User Username to access the database This information may be obtained form the Oracle DBA DB Password Password to access the database This information may be obtained form the Oracle DBA Engine Type The type of SoftRater engine that is used The available options are Windows WebSphere WebLogic or JBoss Engine Location The location of the SoftRater engine If the engine is local to the Framework Administrator i e located on the same server leave this field as LOCALHOST If the engine is located on a different server enter the name in the box Engine EnvDef This field should remain blank unless the engine is located on a different server H the Engine Location is set to LOCALHOST leave this field blank If the Engine Location is not LOCALHOST this should match the name of the environment on the remote server If you are using an Oracle or DB2 server the options and requirement will be different Please see the Insbridge IBFA User Manual Located in the User Guides directory for more information After you have entered your information scroll to the bottom of the page and click Save to save your environments Adding a Virtual File Server Virtual file server management allows you to set up a link to servers that are in different locations where packages can be downloaded In a typical QA environment you will set up a Virtual File Server to point
32. to opt out of this selection e RateManager The default option is Entire feature will be installed on local hard drive You will be able to opt out of this option Select Entire Feature will be unavailable RateManager will not be installed You do not need to install RateManager e IBFA The default option is Entire feature will be installed on local hard drive You will not be able to opt out of this selection e Oracle BI Publisher The default option is Entire feature will be installed on local hard drive You will not be able to opt out of this selection This option does not install the OBI Publisher Only the templates required by the IBRU application will be installed on local hard drive 59 i Oracle Insurance Insbridge Rating and Underwriting 3 13 25 al Ready to Install the Application ORACLE Click Next to begin installation INSURANCE Click the Back button to reenter the installation information or click Cancel to exit the wizard Wise Installation Wizard RA Cancel Figure 35 Ready to Install A Ready to Install screen will be displayed If you are ready click Next Otherwise click Back to check the options you want to install ie Oracle Insurance Insbridge Rating and Underwriting Setup EI Updating System OR ACLE The feat lected tly being installed e features you selected are currently being installe INSURANCE Wise Installation Wizard R Cancel Figure 36 I
33. to use another database for SoftRater i e Oracle you will not need to attach the IBSR database in SQL Server Once the databases are attached to the SQL Server you will need to create or assign a SQL Server user account for the application This user will be used for the connection to the T2 databases when setting up the connections from the Insbridge Framework Administrator Make note of the account you want to use This information will be entered into the Insbridge Framework Administrator If backups are to be allowed from the RateManager application see page 35 for more details then the ibru SQL server user account must have the Disk Administrators SQL Server role For ease of administration the database user should have db_owner permissions on the IBSR database 73 STEP 6 CONFIGURING INSBRIDGE FRAMEWORK ADMINISTRATOR Open an Internet Explorer web browser either remotely on the local IBRU web server and browse to the following location replacing SERVERNAME with the actual server name http SERVERNAME ibfa Framework Administrator APP001 Windows Internet Explorer MEG EN E hitpiflappoor mBFAf slzdls NG File Edit View Favorites Tools Help r m k amp Framework Administrator gt GN ov fe G Tools ORACLE Insurance Insbridge Framework Administrator Version 3 0 1 A Configuration File C PROGRAM FILES ORACLE IGBU INSBRIDGE FRAMEWORK 3 5 0 Insbridge Xml The Framework A
34. you change your password The installation will automatically apply the Insbridge user name and password to the necessary libraries If you change the password you will have to change the password in all three of the Insbridge Com libraries On each library right click select Properties select the Identity tab and enter in the new password 22 Chapter 3 FULL RATEMANAGER INSTALLATION This installation will install RateManager and the Insbridge Framework Administrator IBFA This is for a Windows only environment using a SQL Server database Before installing please verify that the system requirements are in place The installation should be performed in the following order 1 2 oN oo Install the IBRU application There are three permissions that must be assigned a Registry Access b Temp Folder for MSMQ c Insbridge Folder Creation of the IBRU databases is next There are two databases that must be in place a IB Client b IBRM Return to IBFA and Configure a Create your subscriber b Add database connections c Create your logical environments Verifying Component Services Exporting Registry Key Install OIB Publisher Login to RateManager and perform IBRU database updates D O ki o bd 2 a gt a I Di 2 ov E O gt E m SQL Server Development Rating and Rules Authoring INSTALL IBFA RM OBI Publisher CREATE SUBSCRIBER Must be the same
35. 0 2009 IBRM Current v03 11 0 00 11 30 2008 IBRM v03 10 0 00 8 31 2008 IBRM v03 9 0 00 5 19 2008 IBRM v03 8 0 00 6 7 2007 IBRM Figure 65 Available Updates 3 There are two ways to execute an update a Directly in RateManager This is recommended way to update a database i Highlight the update you want to run Begin with the lowest update For example if you are going from version 3 9 you must run the version 3 10 update first Click amp Awarning message will be displayed ii Click OK to run the update or Cancel to return to the previous screen iii Do this for both the IBRM database and the IB CLIENT database b Use Query Analyzer This method should be performed by a database administrator No warning message will be displayed if you execute scripts in the wrong order You must know the name of the databases you are updating Please see Manual Updates to the IBRU Database 104 Chapter 9 MANUAL UPDATES TO THE IBRU DATABASES When running an update you may be required to update the database In the RateManager Security and SoftRater Database folders you will find the current database scripts The RateManager and Security database update script will take previous IBRM and IB CLIENT databases from version 3 12 to version 3 13 only To go from a lower version up to 3 13 you must enter RateManager The IBSR database update will need to be run once regardless of version in the corresponding database NOTE Ora
36. 00 Figure 27 Editing Environment 5 Only the information shown above is required for this connection Environment DB Server DB Server Type DB Catalog DB Catalog Type DB User DB Password Engine Type and Engine Location The Package Location DB Query Buffer DB Tablespace DB Schema and Engine EnvDef can remain blank or filled out as needed The user account should be the database owner ibru For each environment you can set up the following information Environment The name of the environment Selecting the radio button next to an environment s name will set it up as the default environment Package Location Physical location of where the packages should be stored Click Test Environment to run a process to validate the permissions on the directory and certify any packages in the directory In order for the Framework Administrator to successfully manipulate packages in the location it must have full control of the directory DB Server The name of the server that houses the database that packages will be loaded to For DB2 servers this is the DB2 Registered Alias Name For Oracle servers this is the server name either IP or DNS will work DB Server Type The type of server that houses the database Currently RateManager and SoftRater support SQL Server Oracle and DB2 48 NOTE DB Catalog The name of the catalog in the database For DB2 servers this is the System DSN Name For Oracle servers this is the insta
37. 3 Enter a Name and select a Type The name and type are totally dependent on how your IBRU system is designed There are three types of Logical Environments e Development e Quality Assurance e Production After you have entered your logical environment you must define it Defining the Logical Environment 4 Select your company name underneath Config on the left hand side to enter the configuration information for the newly created logical environment ORACLE Insurance Insbridge Framework Administrator L Insbridge E L Softrater C Engine EI L Explorer Explorer Add Environment MARY Add edit or remove environments from your Explorer configuration E softData AME DESCRIPTION DR zeen RM Default Development 3 Logs QA Quality Assurance E Security Production Production Figure 51 Obtaining Environment Information TT Framework Administrator APP001 Windows Internet Explorer oy ey E http app001 1BFA viss x Pl File Edit View Favorites Tools Help S k Framework Administrator fy E do page G Tools ORACLE Insurance Insbridge Framework Administrator Version 3 0 1 E E Insbridge E E SoftRater E Engine EI Gi Explorer Explorer DEVELOPMENT ome MART Environment s you may use for development purposes Selecting an environment below will denote it as the default Gi softData DR Services Environment RM Default
38. Add Subscriber and in the next dialog 41 The Type ID and Name information for the new subscriber is chosen by you The Type ID and Name are fixed after the first time you save These entries cannot be edited Only the description can be edited NOTE Make note of the subscriber ID number You may need to enter this on another IBFA or IBSS environment The Subscriber ID can be a 3 or 4 digit number and must unique for each subscriber per instance of IBFA For example if you have an instance of IBFA on machine A you can create a subscriber with an ID of 100 On machine A if you create another subscriber you must give that subscriber a different ID number say 200 If you also have an instance of IBFA on a different machine B for example you should duplicate the same subscribers with the same ID numbers on machine B If you require assistance or are unsure of what action to take please log a Service Request using My Oracle Support at https support oracle com Subscriber Web Page Dialog Subscriber Please enter update your Insbridge Customer information below Type Carrier ID 1002 Name Mary Desc MARY RM Save Cancel Figure 20 Enter ID If you receive an error message or have difficulty creating a subscriber you may need to add the Insbridge user to the Windows Machine Keys 1 Goto C Documents and Settings All Users Application Data Microsoft Crypto RSA Machinekeys 2 Right click and select Security
39. BRM_RM mdf IBSR_DEV md 3 IBSR Qa mdf Debug H 0 Downloaded Program Files g Driver Cache H 0 Fonts Lj Help 4 3 IIS Temporary Compressed Files H 0 ime H 0 inf 4 4 Installer H java p Selected path fe WINDOWSDB T emplates Files of type Database Files mdf T File name IB_CLIENT_G LOBAL mdf Cancel E Figure 17 IB CLIENT xxxx Attached 10 Click OK The file will be populated on the Attach Database screen g Er Attach Databases gt General Databases to attach E MDF File Location Database Name AttachAs Owner Status C WINDOWS DB Templates M E IB_CLIENT_TEMP 118 CLIENT sall admin Add Remove IB_CLIENT_TEMPLATE database details Original File Name il Current File Path Message ET LIBLCLIENT_TEMPLATE mdf Data CAWINDOWS DB Templates MASTE Server SOLD Connection admin 3 View connection properties Ready L Script Help E Figure 18 Editing the Database before Attaching 11 12 13 14 15 16 17 Delete the log file The log file must be deleted to prevent an error Highlight the log file in the Current File Path area and click the Remove button Make sure the original file name has an mdf extension and not a dat extension If the file is IB_CLIENT_ xxxx dat and not IB_CLIENT_ xxxx mdf the file has the wrong extension and you will have to rename it Make sure the current file
40. Click OK You can close out the Registry Editor STEP 3 ASSIGNING PERMISSIONS TEMP FOLDER FOR MSMQ Assigning Permissions for a Windows Temp Folder for MSMQ 1 Open Windows Explorer Find the WINDOWS folder most likely on your C drive 2 Right click the Windows gt Temp folder File Edit View Favorites Tools Help Back gt bi gt Search Folders E Address C WINDOWS Temp Folders ZS amp msapps a mi E network diagnost oemDir eil Offline Web Page OD ORCLOBI pchealth PeerNet Prefetch H Provisioning LC RegisteredPackac LC Registration E repair E KE Resources H LH security 5 ServicePackFiles ai SoftwareDistribut srchasst system LH system32 Gi Tasks Comm twan Expand S Cy web Explore Wins Open E 3 WXPVOL_EN E D Control Pane Shared Doc Sharing and Security Search LC Mary s Docun amp Winzip d Ki My Network Place Send To gt Recycle Bin Cut Copy lt Delete Rename Figure 13 Windows Explorer WINNT 2003 Properties 3 Select Properties Change to the Security tab 4 5 Click Add 6 On the Select Users or Groups popup enter in the user name insbridge and click Check Names If the user name is found it will be listed If the name is not found an error screen will be displayed Cancel out and return to the Select Users or Groups popup Click Advanced to search T
41. EM M Figure 66 Script Viewer 106 6 Open up the DB script updates from the download file You can open in any program you want such as Notepad Begin with the next sequential update For example if you are going from V3 9 to 3 13 open 3 10 first Ra Microsoft SQL Server Management Studio Top File Edit View Tools Window Community Help 24 Connect Object Explorer as a ay E ag P P ry Be E J 22 Disconnect Object Explorer Object Explorer Details x New H I Project Ctrl Shift N Qpen P EL Query with Current Connection a L Close I basbeseengneauen j MARY CN Analysis Services MDX Query E CLIENT MARY 8 Item s p Analysis Services DMX Query fia Analysis Services XMLA Query R LA SQL Server Compact Edition Query Source Control gt views g Save all Ctrl Shift 5 38 E Synonyms i o E Programmability i Service Broker Exit L Storage VJ BRM_510_TEMPLATE security Figure 67 Updating Database 7 Select the database you want In SQL Server Management Studio create a new Database Engine Query File gt New gt Database Engine Query The query screen will be displayed on the right hand side 8 Copy the first update from Notepad and paste onto the query screen 9 Click Execute The script will execute Any messages will be displayed in the lower portion of the screen If any error messages are displayed correct the error and continue to the next up
42. IBFA is an administrative tool used to configure Insbridge applications and setup RateManager database connections IDEA will be located on a Windows Server machine IBFA SR WIN is an Insbridge Framework Administrator SoftRater for Windows IBSS Insbridge SoftRater Server IBSS is the administrative tool for the SoftRater engine The SoftRater engine is a multi platform component within IBRU that executes the rules rating and underwriting instructions as defined by the user in RateManager IBSS is usually located on a Java machine IBSS SR JAVA is an Insbridge SoftRater Server SoftRater for Java SoftRater Node A SoftRater node is either an IBFA without RateManager or IBSS instance on a physical environment RM RateManager RateManager is a component within IBRU that enables users to manage the product definition and modification process including rating and underwriting logic SR SoftRater The engine that executes the rating rules and underwriting instructions defined within RateManager The rating environment for runtime execution and processing of business content SoftRater can be further defined by the operating system where it has been loaded SR WIN SoftRater for Windows This is also another name for IBFA SR JAVA SoftRater for Java This is also another name for IBSS SRP SoftRater Packages A package that holds all the RateManager logic for a specific program and version VFS Virtual File Servers
43. NCE Click the Back button to reenter the installation information or click Cancel to exit the wizard Wise Installation Wizard RA Cancel 6 A Ready to Install screen will be displayed If you are ready click Next Otherwise click Back to check the options you want to install A progress screen will display your progress ie Oracle Insurance Insbridge Rating and Underwriting Setup E Updating System ORACLE The features you selected are currently being installed SES AES INSURANCE Wise Installation Wizard RA Cancel 98 7 When complete a ReadMe Information screen will be displayed i Oracle Insurance Insbridge Rating and Underwriting 3 13 25 E a E Readme Information ORACLE Insbridge has been successfully installed INSURANCE Microsoft Windows 2003 Server A full installation of Microsoft Server 2003 is required The following configuration assumes that the administrator of the server to be generally familiar with managing a Windows server 8 Components of Windows 2003 Server All Windows Server components are available for installation from the Control Panel Add Remove Programs applet by selecting Add Remove Windows Components In order to install these Windows Components you may be required to have the Windows Installation CDROM available Internet Information Services IIS The InsBridge Rating and Underwriting System is a web based application and requires IIS to be installed be
44. ORACLE INSURANCE Oracle Insurance Insbridge Rating and Underwriting Installation and Upgrade Guide Release 3 13 02 February 2010 ORACLE Copyright 2005 2010 Oracle and or its affiliates All rights reserved Oracle Insurance Insbridge Rating and Underwriting Installation and Upgrade Guide Release 3 13 02 Part E16308 01 Library E16330 01 February 2010 Primary Authors Mary Elizabeth Wiger This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing If this software or related documentation is delivered to the U S Government or anyone licensing it on behalf of the U S Government the following notice is applicable U S GOVERNMENT RIGHTS Programs software databases and related documentation and technical data delivered to U S Government customers are commercial
45. Opening Internet Service Manager and right clicking the Default Web Site Select Properties Select the Home Directory tab Click Configuration Scroll until you find the ASPNET extensions asax aspx asmx etc To get a detailed look select an extension and click Edit DO PON Hales Default Web Site Properties Internet Information Services mm Headers CustomErrors ASP NET 3 f PLTWINAPPODI local com Web Site Performance ISAPIFikers Home Directory J Application Pools The content for this resource should come From EJ Web Sites Bf Default Web site 1 Web Service Extensior spine d Executable 0 50727 aspnet isapi dll Browse Wildcard application map Extension All verbs Limit to GET HEAD Postou o HEAD POST DEBUG Leem Move IV Script engine 017 verify that file exists cet star 2 amp Z Download details NET F 9 Internet Information Ser De mm Figure 68 Installing NET Framework 108 If you don t see any of the ASPNET extensions asax aspx asmx etc pointing to WINDIR Microsoft NET Framework v2 0 50727 aspnet_isapi dll then the NET framework was probably installed prior to installation of IIS To install the ASPNET ISAPI extensions use the aspnet_regiss exe located in the Framework v2 0 50727 folder If you want to upgrade all default web applications under IIS to use the 2 0 framework ASPNET ISA
46. PI use the following syntax C WINNT Microsoft NET Framework v2 0 50727 gt aspnet_regiis ex i Install this version of ASP NET and update script maps at the IIS metabase root and for all script maps below the root Existing script maps of lower version are upgraded to this version Please see page19 in regards to the permissions required by the local ASPNET user account Internet Information Services IIS 6 0 The Insbridge Rating and Underwriting System is a web based application and requires IIS to be installed before the Insbridge Rating and Underwriting System installation to facilitate the default web virtual directories creations The subcomponents of Application Server needed by the Insbridge Rating and Underwriting System e Application Server Console e ASP NET e Enable network COM access e Internet Information Services IIS Common Files default SMTP Service Although not required the SMTP service will allow the Insbridge Rating and Underwriting System to notify users via email when extended jobs have been completed If the SMTP service is located on a corporate network then the service must be properly configured for authorization to relay mail internally to a smart host Please check with your information services support group for proper configuration World Wide Web Service a Active Server Pages a World Wide Web Service e Message Queuing Active Directory Integration default Common def
47. SRPs INSTALLATION OF ORACLE CLIENT The additional step of running the Oracle Client is described here This can be performed as Step 10 in the SoftRater Node Installation Because many corporate environments have a separation between the system administrator and the database administrator the following process may require both administrators access and permissions Before proceeding please have ready e The LOBs you want to use e Your subscriber ID NOTE f you do not have database permissions you will not be able to perform the following database procedures NOTE f you are unsure how to perform a database restore please consult with your database administrator 1 Run the Oracle Client On the machine where you want to connect an Oracle database For example if you want your QA and Production environments to run on an Oracle database you will need to run the Oracle client on each machine New folders will be created Locate file Insbridge SoftRater DDL Oracle The DDLs will need to be moved to your Oracle database or you will need to pass them over to your Oracle DBA If you are unsure of a what actions you can take please consult with your database administrator 2 On your Oracle database run all DDLs 3 On your Oracle database you will need to run a DT table for each LOB 4 After all DT tables have been created please make note of e Schema e Instance e Username e Password This information will need to be
48. Service Stop The Insbridge Message Service is a Message Queue Listener that will route all batched messages to an assembly process for execution These processes may take resources and time to execute Please consult with you system admin before configuring the number of listeners per process essage Process Batch Rating v Wien Messages Edit Process Configuration Purge All If you see this message you have not requested a listing from the selected spoke client Clicking View Messages will provide you with a list view of the first in first out messages that are waiting to execute Insbridge Task Manage Start atop The Insbridge Task Manager gives you the ability to execute daily weekly hourly or by the minute View Tasks This process may take a while to execute TASK LAST RUN DATE START TIME STATUS Figure 30 Insbridge Services Screen 5 Next to Insbridge Message Service click Start After a few seconds the buttons will refresh to indicate that the service is started 53 Chapter 4 SOFTRATER NODE INSTALLATION Before installing please verify that the requirements are in place The installation must be performed in the following order 1 Install the IBRU application without RateManager 2 There are three permissions that must be assigned a Registry Access b Temp Folder for MSMQ c Insbridge Folder 3 Creation of the QA_SR databases is next 4 Return to IBFA and Configure
49. TTACH RM Rating Rules PURPOSE For setting up this Physical Environment SQL Server is required for RM and IB CLIENT The SQL Server should be on a separate machine These DBs will connect to the Development environment or the environment that contains RateManager Oracle Insurance Insbridge Rating and Underwriting Installation and Upgrade Guide Page 87 QA Windows Test Rating INSTALL IBFA OBI Publisher RUN Oracle Client CREATE SUBSCRIBER Must be the same in all environments CREATE Logical Environments SR to identify the location of the local SRPs and the QA IBSR DB CREATE VFS To the QA SR environment on the Development machine PURPOSE For setting up this Physical Environment This environment is for real time preduction rating When users send rate requests through the system this is the environment that will do the rating Oracle DB for SRPs DT table for each LOB CREATE SR the IBSR DB for QA PURPOSE For setting up this Physical Environment The Oracle DB will hold the SRPs for the QA and Production environment Production Windows Production Rating INSTALL IBFA OBI Publisher RUN Oracle Client CREATE Logical Environments VFS To the SR environment on the QA machine PURPOSE For setting up this Physical Environment This environment Is for the creation of rating programs and management of the
50. Type DB Schema DB User DB Password Engine Type and Engine 100 Location The Package Location DB Query Buffer DB Tablespace and Engine EnvDef can remain blank or filled out as needed For each environment you can set up the following information Previous Value Environment The name of the environment Selecting the radio button next to an environment s name will set it up as the default environment Package Location Physical location of where the packages should be stored Click Test Environment to run a process to validate the permissions on the directory and certify any packages in the directory In order for the Framework Administrator to successfully manipulate packages in the location it must have full control of the directory DB Server The name of the server that houses the database that packages will be loaded to DB Server Type The type of server that houses the database Currently RateManager and SoftRater support SQL Server Oracle and DB2 DB Catalog The name of the catalog in the database Not required for SQL Server DB Catalog Type The type of catalog in the database The types available are RateManager SoftRater and Other If you are using a SQL Server you can choose either RateManager or SoftRater DB Query Buffer For certain Database Management Systems DBMS system batch query optimization is required for performance and or because of limits on in the system This Updated Value
51. a Create your subscriber b Create your logical environment c Create your Virtual File Server connection 5 Verifying Component Services 6 Exporting Registry Key 7 Install OIB Publisher QA Test Rating INSTALL IBFA OBI Publisher CREATE SUBSCRIBER Must be the same in all environments CREATE Logical Environments SR to identify the location of the local SRPs and the QA IBSR DB VFS To the QA SR environment on the Development machine PURPOSE of this Physical Environment This environment is for the testing of packages SRPs SR Attach to This IBSR DB SQL holds SRPs for Server the test environment SOFTRATER NODE This type of installation is also called a SoftRater node installation A SoftRater node is an IBFA instance on a machine that allows for packages to be copied and loaded from environment to environment A SoftRater node installation is done on a Windows machine and can have either a SQL Server database or an Oracle or DB2 database This type of install is like a Full RateManager Installation with the RateManager option set to not install Also a Virtual File Server will be set up to allow this machine to communicate with the RateManager machine This installation will be the same for the Production environment with a Virtual File Server set up to allow it to communicate with the QA machine SoftRater Nodes can be added any time after RateManager has been i
52. a machine using an Oracle database Upgrading e Upgrade This installation is for existing customers and will take their current version of IBRU up to version 3 13 This guide will describe a Windows Only installation Incorporating an Oracle Database and Upgrading Oracle Insurance Insbridge Rating and Underwriting Installation and Upgrade Guide Page 9 E Delivery The Insbridge Rating and Underwriting IBRU System is available as a download from the Oracle E Delivery system Downloaded files are zipped Prior to installation please make sure the source machine s where IBRU will be loaded has an unzip utility An unzip utility for most platforms is available on the E Delivery download page Documentation from E Delivery is in PDF format Prior to installation please make sure the source machine s where IBRU documentation will be loaded has a PDF reader Files are downloaded with part numbers as file names Please make note of the part numbers you have downloaded and the corresponding file name You may be asked to provide the part numbers or the filename if you contact Oracle Insurance Support The installation downloads you can select are Insbridge IBRU Install This is required for all installations SoftRater for WebSphere This is required if you are using WebSphere SoftRater for WebLogic This is required if you are using WebLogic SoftRater for JBoss This is required if you are using JBoss Documentation
53. age Required fields will be marked with an asterisk Browse to SoftRater gt Environment Setup Environment Setup Status SELECT ENVIRONMENT gt gt Add New Environment lt lt e Go Environment Name ara 75 db1 Company Id Gegen Database Server Database Name BRM_ARA Schema name AB fe Te O 3 ha b Database User Id Database Password 99000000000000000008008 Provider Type MS SQL Server Database Type RateManager Fields are required Fields required for an Oracle DB connection Save Exit Test Connection Delete Figure 60 Create a Rating Environment To Create Edit an Environment 1 To create a new environment use the drop down text box next to SELECT ENVIRONMENT and select gt gt Add New Environment lt lt If you are editing an existing environment select the name from the drop down text box If the page does not automatically refresh click Go 2 When the page refreshes enter the following information Select Environment There are three types of Logical Environments e Development e Quality Assurance e Production 93 After you have entered your logical environment you must define it Database Name The name of the database that packages are loaded to Database User Id Username to access the database This information may be obtained form the Oracle DBA Database Password Password to access the database This informati
54. amp L Logs Test Environment 3 Security DB Server DB Server Ss SoftLibraries DE ServerType aseve oi O Hep DB Catalog IBRM_MARY DBCatalogType RateManager ze DB Query Buffer DB Tablespace DB Schema DB User sa DB Password DTD Engine Type Windows J Engine Location LOCALHOST Engine EnvDef Discover Environment s you may use for quality assurance purposes Selecting an environment below will denote it as the default Environment QA O Package Location Test Environment DB Server DB ServerType sqlserver ei DB Catalog DB CatalogType foter DB Query Buffer DEE Done Local intranet 100 Figure 52 Editing Environment 5 Only the information shown above is required for this connection Environment DB Server DB Server Type DB Catalog DB Catalog Type DB User DB Password Engine Type and Engine Location The Package Location DB Query Buffer DB Tablespace DB Schema and Engine EnvDef can remain blank or filled out as needed The user account should be the database owner ibru For each environment you can set up the following information Environment The name of the environment Selecting the radio button next to an environment s name will set it up as the default environment Package Location Physical location of where the packages should be stored Click Test Environment to run a process to validate the permissions on the directory and certify any packages in the direct
55. and check to give Full Control 10 Click OK 65 STEP 4 ASSIGNING PERMISSIONS INSBRIDGE FOLDER Assigning Permissions for an Insbridge Folder Location 1 Open Windows Explorer Find the Programs folder Select the Oracle folder Select the IGBU folder Select the Insbridge folder 2 Right click the Insbridge folder fr Insbridge File Edit View Favorites Tools Help G wx Ge 3 E Search E Fetes ES Address C Program Files Oracle IGBUlInsbridge Folders e a d My Computer A E 3 Floppy a Framework B ze Local Disk C amp 2040f6fa5ee6351c15 SoftRater amp Documents and Settings O Inetpub 5 Program Files amp E Common Files ComPlus Applications amp Internet Explorer Messenger microsoft frontpage amp E Movie Maker MSBuild amp CO MSN amp LC MSN Gaming Zone NetMeeting Online Services B Oracle Expand s Explore Open Search Sharing and Security DB winzip gt Send To D Cut Copy Delete Rename Select Properties Change to the Security tab Click Add On the Select Users or Groups popup select the Object Types and Locations Enter in the user name insbridge and click Check Names If the user name is found it will be listed If the name is not found and error screen will be displayed Cancel out and return to the Select Users or Groups popup Click Advanced to search To search the directory click Find No
56. atabase Connection ec eeeeeeeeeeeeeeeeeeneeeeeennaeeeeeenaeeeeeeaas 44 Figure 23 Setting up the RateManager Database Connection rrrnunnnnrrnnnnonnrrnnnennrrnnrennrrnnrennnnnn 45 Figure 24 Create a Rating Environment 46 Figure 25 Entering Name and Environment cesnnronnnennrrnnrennrrnnrennnrrenrennrrenrennrrenernnrressennnrressennnne 47 Figure 26 Obtaining Environment Information 47 Figure 27 Editing Environment i0ccci decanted aad aide 48 Figure 28 Component SemnviceS i e a id Se ENNER NEEN NEE 50 Figure 29 Installing OBI Publisher mnd ENEE SS i a Ea 52 Figure 30 Insbridge Services Screen ruunannrrnnnennrrvnnennrrnnnennrrnnerennrnenrennrreneennrreneennrnessnennrreseennnnne 53 Figure 31 Installing le Tue CC 56 Figure 32 Entering the Destination Folder for Insbridge rrrrrnnnnvrrnnnnnnrrnnnnnnnrrnnnennrrnnnrnnrrrnrennnne 57 Figure 33 Logon Information sssini daa AEE AEA 58 Figure 34 Selecting Features for Installation rerarsrrrrrannvvrrrnnonvrnrnnnrnnrrnnnrnnrnennennrrennennrreerennnne 59 Figure 35 Ready to HIE UE 60 Figure 36 Installation Progress essorer EEA Ae EERE AA E 60 Figure 37 Install ReadMe Gcreen eeeeecccceeeeeeeeeeeeeeeeeeeeeeeeenaeeeeeeecaeeeseeaeeeeeecaeeeseecaeeeesseneeeenaes 61 Figure 38 Configure Registry Access Windows Server 2003 62 Figure 39 Entering the leet tere Atert Sei sett ie Si dest 63 Figure 40 Applying Permissions for 2003 User 64 Figure 41 Windows Explorer WINNT 2003 Pro
57. ault After installing IIS and NET 3 5 Active Server Pages and ASP NET v2 0 xxxx must be enabled in order for the IBRU applications to work 1 Open Internet Information Services IIS Manager in the administration tools 2 Select the Web Service Extensions on the left hand side and make sure they are Allowed as shown below 109 Vg Fie Action view Window Help e om EaR Ama ai Internet Information Services 1 BENA wernt EEN E PLTWINAPPOO local comp 13 Application Pools Web Service Extension status SY all Unknown CGI Extensions Prohibited Allow Y All Unknown ISAPI Extensions Prohibited 3 Web Sites Web Service Extensior EE Active Server Pages Allowed Prohibit 2 A Properties E Internet Data Connector Prohibited gt Server Side Includes Prohibited gt webDAV Prohibited Tasks Add a new Web service extension Allow all Web service extensions for a specific application Prohibit all Web service extensions Open Help DI Extended Figure 69 Enabling Active Server Pages and ASP NET v2 0 Message Queuing Services The Insbridge Rating and Underwriting system utilizes the Microsoft Message Queuing Service MSMQ for batching jobs and other types of extended functions The Microsoft Messaging Queuing Service can be configured for stand alone operation without need to access any Active Directory unless specified by your information support services The In
58. base per environment For Oracle or DB2 QA and Production will share a database NOTE While it is possible to have RateManager IBFA and SQL Server all on the same machine it is not recommended due to performance and security issues This option will not be discussed in this document Physical Environments A physical environment generally refers to a physical machine where a specific activity is performed For example a physical environment called development could be created where users only create rating programs Another physical environment called QA could be where users only test ratings There is no limit to the number of physical environments you can have It is recommended that three physical environments be setup one for development one for testing or quality assurance QA and one for production e Development this environment holds RM and an IBFA instance on the same Windows Server 2003 machine and will utilize a SQL Server database This environment is most often used for the creation of rating and underwriting logic Once development is complete SRPs will be copied into a QA environment e QA this environment can contain either an IBFA instance or an IBSS instance depending upon the database and machine to be used If a Windows machine is used an IBFA instance will be installed If a Java machine is used an IBSS instance will be installed This environment is most often used for the testing of SRPs prior to being plac
59. bo IDNX NOTES and OBJECTPROPERTY id N IsUserTable 1 drop table dbo IDNX NOTES GO CREATE TABLE dbo IDNX NOTES ID numeric 18 0 IDENTITY 1 1 NOT NULL APPLICATION int NULL APPUSER nvarchar 50 COLLATE SQL Latini_General_CPi_CI_AS NULL DATE datetime NOT NULL NOTETYPE int NOT NULL TAGID nvarchar 20 COLLATE SQL Latini_General_CPi_CI_AS NULL DESCRIPTION nvarchar 200 COLLATE SQL Latinl General CP1 CI AS NULL DATA image NULL DT1 nvarchar 50 COLLATE SQL Latinl General CP1 CI AS NULL DT2 nvarchar 50 COLLATE SQL Latini General CP1 CI AS NULL DT3 nvarchar 50 COLLATE SQL Latini General CP1 CI AS NULL DT4 nvarchar 50 COLLATE SQL Latini General CP1 CI AS NULL DTS nvarchar 50 COLLATE SQL Latinl General CP1 CI AS NULL DT6 nvarchar 50 COLLATE SQL Latini General CP1 CI AS NULL DT7 nvarchar 50 COLLATE SQL Latin1 General CP1 CI AS NULL DT8 nvarchar 50 COLLATE SQL Latinl General CP1 CI AS NULL DT9 nvarchar 50 COLLATE SQL Latinl General CP1 CI AS NULL DT10 nvarchar 50 COLLATE SQL Latinl General CP1 CI AS NULL PRIMARY ALTER TABLE dbo IDNX NOTES WITH NOCHECK ADD CONSTRAINT PK IDNX NOTES PRIMARY KEY CLUSTERED ID asc ON PRIMARY INSERT ITEM STATUS STATUS ID STATUS DESC STATUS DATE ITEM TYPE ITEM SCHEMA ID ITEM KEY USER ID USER FULLNAME USER SESSION VALUES 1 CHECKED IN 01 01 1996 SYST
60. cle database updates must be performed directly on the Oracle database by an Oracle DBA Improper scripts updates can result in database failures Oracle database updates are not available on RateManager TO PERFORM DATABASE UPDATES FROM RATEMANAGER The preferred method of updating the IBRM and IB CLIENT databases is to go into RateManager If the administrator has DB User privileges and is the DB Owner of the database as well as the disk administrator database updates can be done on the Tools gt DataBase gt Updates screen If these privileges are not in place an error message will be displayed See Running Database Updates in RateManager for instructions NOTE f you need to go from an older version such as 3 9 you will have to enter RateManager and run the 3 10 3 11 3 12 and 3 13 update scripts successively from there MANUAL DATABASE UPDATES Database updates are available in RateManager on the Tools gt DataBase gt Updates screen To manually update a SQL Server database you will be required to save off each update and run them in sequential order in SQL Server NOTE It is strongly recommended that you make a backup of the databases you are going to update before proceeding 1 In RateManager highlight the update you want to run If you are going from a much lower version of RateManager you may have to save multiple files for each database 2 Click GX Sae to File Your computers dialogue box will be displayed Save the fil
61. creating the Connection from RateManager If you leave it set to Other you will receive an error Connection Webpage Dialog Connection Database connections can be global to the Insbridge Framework or unique to the Subscriber Subscriber MaryRM v Name rm Server LOCALHOST SQLServer Catalog IBRM_MARY Ratemanager v s Figure 23 Setting up the RateManager Database Connection 45 Next create the default rating environments for the RateManager system It is recommended that you create two logical environments e RM to handle rating and testing e QA to hold the full packages that need to be consumed by the QA environment 1 Browse to SoftRater gt Explorer gt Subscriber name NOTE This default environment is not required if performing a SoftRater node installation Other environments will still need to be created to load SRPs to the IBSR databases Framework Administrator APP001 Windows Internet Explorer FEN 81 httpilfappoornBra 3 4 gt Live sea DE File Edit View Favorites Tools Help z 5 Framework administrator D dk E page v G Tools ORACLE insurance Insbridge Framework Administrator Version 3 0 1 EI G Insbridge EI 3 SoftRater E Engine E L Explorer MARY LA SoftData LA Services i Logs No environments found Explorer al Security om sep SoftLibraries Line of Business Management Help Your rating book of businesses ar
62. date You must run the updates in sequential order Run each update until you run the 3 13 update 10 After the scripts have been run return to RateManager Click Refresh Listing The status should show current and the full RateManager menu should be displayed The updates are now properly applied and users can log back in to the system UPDATING THE SOFTRATER DATABASE FROM A LOWER VERSION For SQL Server Only The only upgrade needed to perform for SoftRater is adding the new stored procedures on all of the IBSR databases This can be accomplished by opening Query Analyzer and connecting to the IBSR database Then run the included SQL script usp IBSR v03 13sq available in the install download If the script is not included then it has been run For an Oracle Database Run the corresponding Oracle file NOTE The IBSR database update for 3 13 is the only update that will need to be run for the SoftRater database 107 Chapter 10 WINDOWS 2003 SETTINGS AND PERMISSION NOTES Microsoft NET Framework It is suggested that the Microsoft NET Framework version 3 5 be installed prior to the Insbridge Rating and Underwriting System install NET Framework version 3 5 can be obtained from Microsoft s website or from using Microsoft s Windows Update We also highly recommend installing the NET Framework after installing IIS in order to update all the web applications to utilize the ASPNET system This can be doubled checked by
63. dge Split Ower 111 Service Insbridge Task Manager 19 Settings SGL SOVE ninaa nA 19 Shared IBRU Systema cians Badia 22 SMTP Service IIS Reouirement 109 SoftRater Converting to 3172 107 IST 20 SoftRater Node Installation Environments n 46 SoftRater Package Eney ption Ae 51 83 SoftRater Packages Enmvironpments niena t 11 SQL Server Collation and Sort Order 20 Mixed Mode Authentication 20 NTP Ge EE 20 Requirements senesesene eese eeer renee eeeene 19 Residing on Separate Host 19 SOMINGS EE 19 Supported Database 48 78 101 User Accounts 40 72 73 SQL Server Account e TEE 36 68 SQL Server Enterprise Manager Sa Privileges rrnrnnnrrnnrnrnnrnnnnnnnnn 36 68 Subscriber Information for Database 43 Supported Database 48 78 101 Supported Databases Insbridge RateManagev 48 78 101 Insbridge SoftRater 48 78 101 System DSN Name DB Catalog s nnessneneneeeeaeeeeeea 49 79 101 Oracle Genvers 48 78 101 T Types Environment 47 77 93 U Uninstall IBEA iid Re tl heen SoMa ates 51 82 Unzip Utility Eiere ENE AR ee 10 Updates RUNDING ss hss chgecvesdeee stendene 103 VISWING Aar 103 Updating Database A 106 User Access toGernvices 19 Local User Account 20 User Accounts GOL Genver ae e a eiaa 40 72 H Validating COM Library sssesseeeeeneen nenene 50 81 VES Definitio
64. dministrator Location files a The lBSR TEMPLATE is located in the Databases gt Sal Server gt SoftRater folder Copy the files to an appropriate database folder on the machine where SQL Server is installed For example Drive Program Files Insbridge Databases If you are unsure of a location please consult with your database administrator Rename file It is not required but it is strongly suggested that the database file names be changed from TEMPLATE to something that defines the databases more accurately Ata minimum it is recommended that you remove TEMPLATE from the name You can change the names after they have been attached also Open the SQL Server Management Studio either on the server or remotely using either an administrative account with sa privileges or as the sa account If you do not have SQL Server Management Studio check to see that the SQL Server Client has been installed For a SQL Server 2005 install you must have the SQL Server Client installed Go to Databases 68 Ra Microsoft SQL Server Management Studio File Edit View Tools Window Community Help i new query Cy Sa 13 EEE RE B Object Explorer v x Comet 39 m Y 2 E 169 5QLO1 SQL Server admin er Sys New Database C3 Dat Restore Database Restore Files and Filegroups Reports D Refresh Figure 43 Right Click to Attach Database 6 Right click on Databases 7 Select Attach A
65. dministrator Web will configure any Insbridge Framework Configuration file Insbridge xml found on your network Although all Insbridge Applications may have their own version of this configuration file we suggest that all apps that reside on the same Framework Server share the same file Change Config File location Browse Update C3 Security SoftLibraries Add Subscriber Please consult wih an Insbridge sales or support representative before adding editing subscriber information ee No Subscribers Found Add Database Connection Create or edit database connection This database connection can be global to the Insbridge Framework or unique to the Subscriber lick on the name of the connection to edit S Global No Connections found pl Done Local intranet 100 v Figure 47 IBFA Home NOTE f you receive an access denied error message please verify that you have given the Insbridge user full control of the Insbridge folder NOTE f you receive an IDNX denied error message please verify that the Insbridge user has full control over the Insbridge directory Regedt gt Insbridge Directory gt Security 4 Click on Add Subscriber and in the next dialog 74 The Type ID and Name information for the new subscriber is chosen by you The Type ID and Name are fixed after the first time you save These entries cannot be edited Only the description can be edited NOTE Use the same subscriber ID number as in the Develo
66. e identified by an id and a description There is no limit to the number of LOB s line of business that your Explorer can contain D DESCRIPTION No Lines found Virtual File Server Manangement There are times when you must download SoftRater packages from different locations These locations require a domain name of an ip address of the particular server DESCRIPTION SERVER TYPE ENVIRONMENT No file servers found Done Local intranet 100 v Figure 24 Create a Rating Environment 2 Click on Add Environment 46 Environments Web Page Dialog SoftRater 4 SoftRater configuration can support an unlimited number of environments Name 3M Default Type Dev Secure Save Delete Cancel Figure 25 Entering Name and Environment 3 Enter a Name and select a Type The name and type are totally dependent on how your IBRU system is designed There are three types of Logical Environments e Development e Quality Assurance e Production After you have entered your logical environment you must define it Defining the Logical Environment 4 Select your company name underneath Config on the left hand side to enter the configuration information for the newly created logical environment ORACLE Insurance Insbridge Framework Administrator L Insbridge E L Softrater C Engine EI L Explorer Explorer Add Environment MARY Add
67. e that the service is started 85 Chapter 5 INCORPORATING AN ORACLE DB The Windows environment utilizing an Oracle database example will displayed by machine and contains 3 application servers and 2 database servers There are still three environments development QA and Production The Oracle database server will contain two separate databases Clear and precise naming of the associated databases is recommended RateManager and IBFA must run on a Windows Server 2003 machine No other operating system will be required RateManager will be loaded in one environment only THE SETUP 1 All three application machines would create the same subscriber ID The subscriber ID must be uniform across all environments 2 Inthe Development environment a b c d RateManager and IBFA SR WIN would be located on the same Windows machine OBI Publisher is installed for reports to be created On the IBFA SR WIN for this environment three database connections would be created and two logical environments would be created Two databases would be attached to a separate SQL Server machine 3 In the QA environment a b c d e IBFA SR WIN would be located on a Windows machine OBI Publisher is installed for reports to be created The Oracle client would be run On the IBFA SR WIN for this environment one logical environment and one virtual file server would be created One database would be attached to a separate O
68. e to a 105 location of your choice For IBRM scripts it is recommended that you rename the file to usp_IBRM_RO version number sol For example the V3 10 update would be usp_IBRM_R0310 00 sql For IB CLIENT scripts it is recommended that you rename the file to usp_IB_CLIENT_RO version number sql For example the V3 10 update would be usp IB CLIENT R0310 00 sdql 3 Open Query Analyzer in SQL Server 4 The DBA or a person with the proper permissions will need to apply the database updates using Query Analyzer to the database listed in the SQL script name For example usp IBRM v03 12 xx sql is applied to the IBRM database whereas usp_IBSR_v03 12 xx sql would be applied to your IBSR database Begin with the lowest update and proceed to 3 13 NOTE Database updates must be applied sequentially No warning message will be thrown if updates are applied out of sequence Applying database updates out of order will result in serious database errors NOTE If you do not have database permissions you will not be able to perform the following database queries If you are unsure how to work with databases please consult with your database administrator 5 To view the update script prior to execution highlight the update you want to view Click Ej Open Update Script The update script will be displayed in a separate screen IBRU v03 12 0 00 Webpage Dialog GO if exists select from dbo sysobjects where id object id N d
69. e user account will not have full administrative permissions on the server where the Insbridge Framework is installed then certain operations from IBFA will not be available A system administrator may be required to start the Insbridge services from the server Microsoft SQL Server 2005 Microsoft SQL Server should not be installed on the same machine where the Insbridge web applications reside The SQL Server should reside on a separate host from the IBRU web front end with a properly configured network connection from the web server front end to SQL Server Testing can be performed by using the Data Sources application in Administrative Tools to make a default connection to the database server NOTE All these settings are available during installation of SQL Server or by using SQL Server Enterprise Manager and right clicking the server and selecting properties If any of these settings conflict with existing application s databases residing on the SQL Server then a separate instance is required Depending on the load expected the databases can be placed on a separate SQL Server machines that can either be independent or shared as long as the following conditions are met e SQL Server must use Mixed Mode Authentication e NT Fibers must not be enabled not enabled by default e Collation and Sort Order Currently supported are the default SQL Server collation and sort order plus case sensitivity using Latin1 General BIN as the server co
70. ectly you may cause serious problems to the operating system These problems may require you to reinstall your operating system Insbridge cannot guarantee that you can solve problems that result from using Registry Editor incorrectly By default only administrative and power user accounts have full permissions over this key The insbridge user must also be given full control over the following registry key HKEY_LOCAL_MACHINE SOFTWARE Insbridge You can perform this by 1 Selecting Run from the Start Menu 2 Type regedt32 Click OK The Registry Editor will open 3 Browse to HKEY LOCAL MACHINE Select SOFTWARE gt Insbridge Registry Editor DER File Edit view Favorites Help B My Computer Name Data w a HKEV CLASSES ROOT ab Default value not set e CH HKEY CURRENT USER 3 HKEY LOCAL MACHINE HARDWARE CC sam SECURITY o SOFTWARE CC covrsy Og Classes Clients a Gemplus Expand e Microsol 4 9 Mozilla E MozillaP Gelete Nico Ma a ODBC CJ Oracle Export C onc MT Policies Progran E 0 Schlumberger 1 Secure Symantec 5 Symantecvolatile vMmware Inc amp J Windows 3 1 Migration amp 0 SYSTEM HKEY USERS HKEY CURRENT CONFIG Find Rename Copy Key Name ae SE lt gt My Computer HKEY_LOCAL_MACHINE SOFTWARE Insbridge Figure 10 Configure Registry Access Windows Server 2003 4 Right click and select Permissions 30 5
71. ed into Production Once testing is complete SRPs will be copied to production e Production this environment can contain either an IBFA instance or an IBSS instance depending upon the database and machine to be used If a Windows machine is used an IBFA instance will be installed If a Java machine is used an IBSS instance will be installed This environment is most often used for rating Authoring Environment The authoring environment is the physical machine where RateManager is installed This machine must be a Windows Server 2003 machine and must utilize a SQL Server database Although it is possible to have more than one authoring environment it is recommended that only one authoring environment be setup in development Rating Environments The rating environment is comprised of the physical machines where SoftRater is installed You can have multiple machines in a rating environment One rating environment should be setup encompassing testing or quality assurance QA and production IBRU Environments F ass Development Production Authoring 4 Rating Environment Environment Logical Environments Logical Logical Environments RM to handle Environments testing rating SR to identify the location of the local SRPs and the Production IBSR DB SR to identify the location of the local SRPs and the QA IBSR DB QA SR This environment contains the full packages to be consumed by QA
72. edit or remove environments from your Explorer configuration E SoftData AME DESCRIPTION iam Sarkis RM Default Development 3 Logs QA Quality Assurance E Security Production Production Figure 26 Obtaining Environment Information 47 Framework Administrator APP001 Windows Internet Explorer oy ey E http app001 1BFA viss x Pl File Edit View Favorites Tools Help S k Framework Administrator fy E do page G Tools ORACLE Insurance Insbridge Framework Administrator Version 3 0 1 E E Insbridge E E SoftRater E Engine EI Gi Explorer Explorer DEVELOPMENT ome MART Environment s you may use for development purposes Selecting an environment below will denote it as the default Gi softData DR Services Environment RM Default amp L Logs Test Environment 3 Security DB Server DB Server Ss SoftLibraries DE ServerType aseve oi O Hep DB Catalog IBRM_MARY DBCatalogType RateManager ze DB Query Buffer DB Tablespace DB Schema DB User sa DB Password DTD Engine Type Windows J Engine Location LOCALHOST Engine EnvDef Discover Environment s you may use for quality assurance purposes Selecting an environment below will denote it as the default Environment QA O Package Location Test Environment DB Server DB ServerType sqlserver ei DB Catalog DB CatalogType foter DB Query Buffer DEE Done Local intranet 1
73. eeceeneeenaeseeneeseeenseees 19 Required Components sessseesseeeseeeeeeeeeeeresenesennsennneenrennrene neee 19 Extended Permission Required by the Insbridge User 19 Microsoft SQL Server 2005 19 Default SQL Server Database User Roles and Permissions 8110 101 EE 20 INSBRIDGE LOCAL USER ACCOUNT SETUP sss nssesinssrineserirssrrnrssrrnnssrrnnse 20 EE ER EM OE 23 FULL RATEMANAGER INSTALLATION nnnrannvvnnnnvnnnnnnvennvvnnnnvennnnnnenner 23 STEP 1 INSTALL INSBRIDGE RATING AND UNDERWRITING s snssssiissrrrrse1a 24 STEP 2 ASSIGNING PERMISSIONS REGISTRY ACCESs 30 STEP 3 ASSIGNING PERMISSIONS TEMP FOLDER FOR MSMQ rrrrrrrnrrn 33 STEP 4 ASSIGNING PERMISSIONS INSBRIDGE FOLpDER 34 STEP 5 ATTACHING IBRU DATABASES IN SQL SERVER 20085 36 STEP 6 CONFIGURING INSBRIDGE FRAMEWORK ADMINISTRATOR 41 STEP 7 VERIFYING THE COMPONENT SERVICES rrrennrrnenvrnrovverrarvennnvnnennn 50 STEP 8 EXPORT INSBRIDGE REGISTRY KEY FOR Backup 51 STEP 9 INSTALLING THE OBI PUBLISHER sorennvvrnnarrrnnnrrnnnvrrnvvennarrrnnnvnnnnnn 52 Oracle Insurance Insbridge Rating and Underwriting Installation and Upgrade Guide Page 3 CHAPTER 4 CHAPTER 5 CHAPTER 6 CHAPTER 7 CHAPTER 8 CHAPTER H CHAPTER 10 EREECHEN REENEN EEN een 54 SOFTRATER NODE INSTALLATION nnnnvnvnnnvennannnnnnnnvnnnennennnnnnnnvennenn 54 SorrbarenNong EET A
74. em it is suggested that this user be added to the local machine Administrators group If the installer has permissions an Insbridge user can be created during the installation To create a new user Right click the My Computer icon on the desktop Select Manage from the drop down list Select Local Users and Groups Select Users Right click on the right side of the screen Select New User ON PON 20 Computer Management m File Action View Window Help e Am PR Gm l x D Computer Management Local i System Tools m Event Viewer Shared Folders 2 Local Users and Groups a Groups Performance Logs and Alert Device Manager E Sj Storage Removable Storage Disk Defragmenter Disk Management D Ba Services and Applications Figure 1 Creating New User Name G3 administrator Mp ASPNET 3 Guest i Helpassistant mary np PLQAD Aram PLA RSUPPORT 38 Full Name ASP NET Machine Account Remote Desktop Help Assi Internet Guest Account Launch IIS Process Account CN Microsoft Corporation 7 Adda new user using the following information New User User name Insbridge Full name IBRU User Description IBRUUser Password eeeeeeee Confirm password eoccccece User must change password at next logon User cannot change password Password never expires C Account is disabled Figure 2 Adding User inf
75. er name insbridge and click Check Names If the user name is found it will be listed If the name is not found an error screen will be displayed Cancel out and return to the Select Users or Groups popup Click Advanced to search To search the directory click Find Now and scroll through the list until you find the user name you need If the user name is not listed return to User Accounts and verify the user name was created 7 Once the name is listed click OK 8 On the Insbridge Properties screen make sure the insbridge user is highlighted and check to give Full Control ou hw 34 Insbridge Properties General Sharing Web Sharing Security Group or user names Lef Administrators PLOADOCOT Administrators f7 CREATOR OWNER Insbridge PLQ4DOC01 Insbridge Mary PLOADOCO1 Mary P Danar Vianen DI OAR ACA Dariare I Lech lt Permissions for Insbridge Allow Deny Full Control Modify Read amp Execute List Folder Contents Read Write For special permissions or for advanced settings click Advanced SE Figure 14 Setting Permission for Insbridge Folder 9 Click OK You can close out Windows Explorer STEP 5 ATTACHING IBRU DATABASES IN SQL SERVER 2005 Because many corporate environments have a separation between the system administrator and the database administrator the following process may require both administrators access and permissions Make s
76. ering the User 7 Enter in the user name insbridge and click Check Names If the user name is found it will be listed If the name is not found and error screen will be displayed Cancel out and to return to the Select Users or Groups popup Click Advanced to search To search the directory click Find Now and scroll through the list until you find the user name you need If the user name is not listed return to User Accounts and verify the user name was created 8 Once the name is listed click OK 63 Permissions for Insbridge Security Group or user names Leg Administrators PLQ4D0C01 Administrators fi CREATOR OWNER Insbridge PLQ4DOC01 Insbridge Mary PLOADOCO1 Mary P Damme l lanra DL OAD ACA Daniar Hee amp Permissions for Insbridge Allow Deny Full Control Read Special Permissions For special permissions or for advanced settings click Advanced Figure 40 Applying Permissions for 2003 User On the Permissions screen make sure the insbridge user is highlighted and check to give Full Control to the entire Insbridge key Click OK You can close out the Registry Editor STEP 3 ASSIGNING PERMISSIONS TEMP FOLDER FOR MSMQ Assigning Permissions for a Windows Temp Folder for MSMQ 1 2 Open Windows Explorer Find the WINDOWS folder most likely on your C drive Right click the Windows gt Temp folder File Edit View Favorites Tools Help
77. erver Type is the type of server that houses the database Currently RateManager and SoftRater support SQL Server Oracle and DB2 The Catalog is the name of the catalog in the database For DB2 servers this is the System DSN Name 43 The Catalog Type is the type of catalog in the database The types available are RateManager SoftRater and Other If you are using a SQL Server you can choose either RateManager or SoftRater If you are using an Oracle or DB2 database you will need to choose Other and enter the remaining information Tablespace and Schema are not required for this connection The User is the SQL Server user ibru assigned as database owner on page 20 if needed Add the next database Select the Add Database Connection link again In the next popup dialog fill out connection information for the IB_CLIENT database using your subscriber ID Name this one security Z Connection Webpage Dialog Connection Database connections can be global to the Insbridge Framework or unique to the Subscriber Subscriber MaryRM v Name security Server LOCALHOST Server Type SQLServer v Catalog IB_CLIENT_MARY Catalog Type Other vi Query Buffer Tablespace Schema User sa Password eeccccee Figure 22 Setting up the Security Database Connection 44 Create a connection for RateManager using your subscriber id Name this one rm NOTE The Catalog Type must be set to RateManager when you are
78. ework 3 5 Microsoft NET Framework 3 5 is now required for any new installation or upgrade Please verify that Microsoft NET Framework 3 5 is installed prior to upgrading SoftRater for Java This notice is for customers currently running a SoftRater for Java engine Release 3 12 or lower This includes e SoftRater for WebLogic e SoftRater for WebSphere e SoftRater for JBoss Necessary updates have been made to the SoftRater for Java engines This includes e SoftRater for WebSphere has been updated to SOAP version 1 1 e SoftRater for WebLogic has been updated to SOAP version 1 2 e SoftRater for JBoss has been updated to SOAP version 1 2 These changes mean that the WSDLs for the SoftRater for Java engines have been modified Updated WSDL documents will need to be incorporated into any client calling application that communicates with SoftRater If upgrades are done to the SoftRater for Java engines without updating the calling applications the calling application will fail Please update a test environment prior to deploying to production Install the EAR file in a test environment to obtain the WSDL Update your calling application and then test When testing is complete you can upgrade your other environments NOTE Customers running a Windows only environment without a Java component will not be affected These updates are for the 3 13 release of SoftRater for Java engines only Oracle Insurance Insbridge Rating and Underw
79. fore installation to facilitate the default web Wise Installation Wizard 8 Click Finish NOTE Any Insbridge services will be stopped during the update UPDATING DATABASES Database updates can be performed in RateManager for the IBRM and IB Client databases This is the recommended way to update these databases The SoftRater database will need to be updated manually on the machine where it is located To update the RM and IB Client databases log into RateManager NOTE f you need to go from an older version such as 3 9 you will have to enter RateManager and run the IBRM and IB_CLIENT update scripts in sequential order from there You must be a DB Owner to run the update scripts in RateManager NOTE SoftRater update scripts must be run manually See Manual Updates to the IBRU Databases for more information 99 UPDATING AN ORACLE DATABASE On the Windows machine that hosts the Oracle database connection run the Oracle Client exe Select your company name underneath Config on the left hand side to enter the configuration information for the environment you want to update ORACLE Insurance Insbridge Framework Administrator E C Insbridge E L SoftRater E Engine E Explorer Add Environment Add edit or remove environments from your Explorer configuration 3 SoftData Lil Services RM Default Development L Logs QA Quality Assurance m E Security Production Producti
80. hitpiflappoor mBFAf slzdls NG File Edit View Favorites Tools Help r m k amp Framework Administrator gt GN ov fe G Tools ORACLE Insurance Insbridge Framework Administrator Version 3 0 1 A Configuration File C PROGRAM FILES ORACLE IGBU INSBRIDGE FRAMEWORK 3 5 0 Insbridge Xml The Framework Administrator Web will configure any Insbridge Framework Configuration file Insbridge xml found on your network Although all Insbridge Applications may have their own version of this configuration file we suggest that all apps that reside on the same Framework Server share the same file Change Config File location Browse Update C3 Security SoftLibraries Add Subscribi Please consult wih an Insbridge sales or support representative before adding editing subscriber information No Subscribers Found Add Database Connection Create or edit database connection This database connection can be global to the Insbridge Framework or unique to the Subscriber lick on the name of the connection to edit S Global No Connections found pl Done Local intranet 100 v Figure 19 IBFA Home NOTE f you receive an access denied error message please verify that you have given the Insbridge user full control of the Insbridge folder NOTE f you receive an IDNX denied error message please verify that the Insbridge user has full control over the Insbridge directory Regedt gt Insbridge Directory gt Security 1 Click on
81. iber name Framework Administrator APP001 Windows Internet Explorer Lu LE else era 34 4 live sea Dis File Edit View Favorites Tools Help k Framework administrator mo lese Gross ORACLE Insurance Insbridge Framework Administrator Version 3 0 1 E L Insbridge E L SoftRater LA Engine EI L Explorer MARY E SoftData L Services E Logs Security B softuibraries Explorer Add Environment Add edit or remove hvironments from your Explorer configuration IAME DESCRIPT ON vironments found Line of Business Management Help Your rating book of businesses are identified by an id and a description There is no limit to the number of LOB s line of business that your Explorer can contain D DESCRIPTION No Lines found Yi File Server Manangement There are times when you must download SoftRater packages from different locations These locations require a domain name of an ip address of the particular server DESCRIPTION SERVER TYPE ENVIRONMENT No file servers found Done Local intranet 100 v Figure 49 Create a Rating Environment 2 Click on Add Environment 76 Environments Web Page Dialog SoftRater 4 SoftRater configuration can support an unlimited number of environments Name 3M Default Type Dev Secure Save Delete Cancel Figure 50 Entering Name and Environment
82. latforms 91 databases and environments that can be used Please contact your Insbridge representative for more information on the configuration that you would like to have TO INSTALL INSBRIDGE SOFTRATER SERVER e See Installing SoftRater for WebSphere e See Installing SoftRater for WebLogic e See Installing SoftRater for JBoss CONFIGURING INSBRIDGE SOFTRATER SERVER Open an Internet Explorer web browser either remotely on the local IBRU web server and browse to the following location replacing SERVERNAME with the actual server name http SERVERNAME ibss ORACLE Insurance Insbridge SoftRater Server WebLogic SoftRater Administrator Select an action to perform from the left pane Edt Reset Environments Submit InsBridge xml Submit Custom xml Program Cache Get Version Get Config Path e Get Sample Files Set WSDL url e Get WSDL url e Home Figure 59 IBSS Home NOTE f you have renamed the databases please make note of the new names NOTE Your subscriber should have been setup with your RateManager environment 92 The Environment Setup section allows you to configure rating environments An environment is a pointer to a location where SoftRater Packages SRP s are stored and loaded There is no limit to the number of environments you may have To navigate to the Environment Setup page select the Environment Setup link available from the menu tree on the SoftRater p
83. llation edd EE 25 57 Installation Order 23 54 Installation Program Requirements 24 56 95 Installer Admin Rights for Installation 24 56 95 Installing Insbridge Framework s s 20 95 Instance Oracle Gervers 49 79 J Java Runtime Environment 111 JRE niai anea a ETEN 111 K Known Issues Windows 2003 Gerver 111 L Local Machine Administrators Group Adding User ssssseeeseeesrrrneeesrrerre n 20 22 Local User Account Insbridge Framework s es 20 LOCALHOST Engine Location 49 79 102 Logical Environment 16 M Microsoft Message Queuing Service 110 Microsoft SQL Server rrrrrnrrnnranrnnrrvnrnnnn 19 Missing COM Library 51 82 Mixed Mode Authentication Sql Server iieri ian ariii 20 N Name Environment 48 78 101 Network DTC Windows 2003 Server Issues 112 NT Fibers SOLE S rverunsnndsdsendinasrindiev 20 O Open Update Got 106 Options Environment 48 78 101 Oracle Supported Database 48 78 101 Oracle ODBC Driver Information DB Catalog eeteeeeeees 49 79 101 Oracle Servers Instance EE 48 78 101 Overview Package vuutrende ha E RAA 11 Virtual File Server Management 79 P Package Environment 11 OVEIVICW cecccccceceeeeeeeececeeeeteeeeeeeeeeees 11 Package Location Environment 48 78 101 Package Management 16 Part Numbers E D livery u uinmutdrmsninmddemiddnmid 10 Password Errors
84. llation Check with Insbridge for any questions regarding database server sort orders or collations NOTE For SQL Server 2005 please make sure the SQL Server Client is installed Default SQL Server Database User Roles and Permissions Required If a more granular approach is required for management of security of the IBRU databases then the following guidelines can be used to set the required permissions NOTE These are only guidelines If not properly configured certain processes within the Insbridge Rating and Underwriting System will fail An experienced database administrator s expertise is highly recommended before making any security changes e IBSR Database User Account requires database owner DBO access to the IBSR databases because new tables will be created in the SoftRater IBSR database dynamically when or if a new line of business SRP SoftRater Package is loaded to the SoftRater system e IBRM_xxxx and IB CLIENT Database User Account requires execute access against the Insbridge stored procedures and full access to the Insbridge schema INSBRIDGE LOCAL USER ACCOUNT SETUP Before starting the installation create a local user account where the Insbridge Framework is being installed This user needs to be a member of the User group and requires certain privileges in order to fully control the entire IBRU environment For ease of installation and if the server is dedicated to the Insbridge Rating and Underwriting Syst
85. ls click on the downward arrow All features are checked for installation RateManager is the only one that you will be allowed to not install Click Next to continue Options are e Insbridge Rating and Underwriting The default option is Entire feature will be installed on local hard drive You will not be able to opt out of this selection e RateManager The default option is Entire feature will be installed on local hard drive You will be able to opt out of this option Select Entire Feature will be unavailable RateManager will not be installed e IBFA The default option is Entire feature will be installed on local hard drive You will not be able to opt out of this selection e Oracle BI Publisher The default option is Entire feature will be installed on local hard drive You will not be able to opt out of this selection This option does not install the OBI Publisher Only the templates required by the IBRU application will be installed on local hard drive 27 ie Oracle Insurance Insbridge Rating and Underwriting 3 13 2 al ORACLE Ready to Install the Application INSURANCE Click Next to begin installation Click the Back button to reenter the installation information or click Cancel to exit the wizard Wise Installation Wizard II Figure 7 Ready to Install A Ready to Install screen will be displayed If you are ready click Next Otherwise click Back to check the options yo
86. mework Administrator 41 74 92 Registry Editor 30 62 Converting to 3 12 From Previous Version of SoftRater 107 Creating Connection fro RateManager 45 Default Rating Environment 46 76 Environment Setup ccceceeeeeees 93 insbridge user 22 Local User Account 20 D Database Adding Stored Procedures 010 107 BRM ie ian ate ae tks 20 IBS Rabe ted e dea oe EE 20 72 IBSR Permissions rrrrnrrnnrnrrrvnrnnnn 40 73 Permmtsslons 20 SECUN ao tenreira ener reset ate 20 Server Name 43 Server MDAC i eeh Egeter 111 Updating oe eeceeeeeteeeeeeetteeeeeenieeeeeeee 106 Database Types Environment Setup ccceeeees 94 DB Catalog DR geheie EE 49 79 101 Environment 49 79 101 Te TE 49 79 101 DB Catalog Type Environment 49 79 101 DB Password Environment 49 79 102 DB Schema Environment 49 79 102 DB Server Environment 48 78 101 DB Server Type Environment 48 78 101 DB Tablespace Environment 49 79 102 DB User Environment 49 79 102 db owner Permissions rrrrrvrvrrrnrnrnr 40 73 DB2 Supported Database 48 78 101 DB2 Platform Query Block Limite 94 DB2 Registered Alias Name DB Gerver aake 48 78 101 DB2 Gervers nicarniiia a 48 78 101 Default Rating Environment Lreating en iee 46 76 Development Physical Emvironment 13 Directory Options for Environment 48 78
87. n Oracle Insurance Insbridge Rating and Underwriting System product please log a Service Request using My Oracle Support at https support oracle com Address any additional inquiries to Oracle Corporation World Headquarters 500 Oracle Parkway He ea Shores CA 94065 Worldwide Inquiries Phone 1 650 506 7000 Fax 1 650 506 7200 oracle com TTY ACCESS TO ORACLE SUPPORT SERVICES Oracle provides dedicated Text Telephone TTY access to Oracle Support Services within the United States of America 24 hours a day seven days a week For TTY support call 800 446 2398 113 Index A Active Server Pages Enabling eessen Eug dE 109 Add New Environment IS 93 Adding Local Machine Administrators Group 20 22 Stored Procedures sseeeeeeeeeeeee neee 107 Virtual File Server Management 79 Administrative Permissions rrrrrrnnnnn 19 Application Server Subcomponents ssseseeeeeee neeese 109 ASP NET v2 0 xxxx Enabling geet cen 109 ASPNET Extensions Microsoft NET 2 0 Framework 108 109 ASPNET ISAPI Extensions Microsoft NET 2 0 Framework 109 Authoring Environment Sample 14 B Backup Registry key 51 83 C Certifying Packages in Directory 48 78 101 Collation and Sort Order SQL Gerver 20 COM Library 51 82 Configuration Page Virtual File Server Management 80 Configure Rating Environmerts 93 Configuring Insbridge Fra
88. n regedit then navigate to the HKEY_LOCAL_MACHINE gt SOFTWARE gt Insbridge gt Subscribers gt SUBSCRIBER NAME where SUBSCRIBER_NAME equals the name as entered on page 35 and given to you by Insbridge Select the Registry menu option and select export Registry Editor si Edit View Favorites Help Import Name Feo a Hd Capi pa Capi i x50 Connect Network Registry Print Ctrl P Gemplus GNU Insbridge 2 0 0 S Subscribers E IDNx SEM Figure 56 SoftRater Node Installation DIR Ee PP Enter the key file name and save this to the desktop Copy this file to the SoftRater Node on the receiving IBFA Double click this file You will be asked if you wish to continue to import this data into the registry Select Yes If the import was successful then you will receive a report that it was successfully installed If the import fails please correct the error and try again Now the encryption on the RateManager server where the SRPs are created and the SoftRater Node where the SRPs are loaded match 83 STEP 9 INSTALLING THE OBI PUBLISHER OBI Publisher is necessary for reports If you do not plan on using reports in IBFA you do not need to install this program 1 Unzip the OBI PUBLISHER OBI Publisher Setup OBI Publisher Release Notes his Oracle BI Publisher Oracle Insurance Insbridge Install will update the current elease to 10 1 3 4 0 Figure 57 I
89. n rens uean seers 11 Viewing Database Updates rerrrrrrnnrnrnrnnnnr 103 117 Virtual File Server Definition 0 0 0 00 11 Virtual File Server Management 80 ACOING ransana Seeger amts 79 ON LET TEN ee cece ceeeeetcceceeeeeeeeeeeteneeeeeeeess 79 W Web Server IBRUK Guren 43 Java Runtime Environment 111 MDAG Sun nn e TA 111 Windows 2003 Server Known Issues 111 Windows Java Oracle Getunp 91 Windows Oracle Setup sssssseseeeneseeeeeee 86 118
90. nager and IBFA must run on a Windows Server 2003 machine No other operating system will be required RateManager will be installed on the Development machine only NOTE While it is possible to have RateManager IBFA and the database server all on the same machine it is not recommended due to performance and security issues This option will not be discussed in this document The setup for this example is 1 All three instances of IBFA will need to be configured the same 2 Inthe Development environment a RateManager and IBFA SR WIN would be located on the same Windows machine b On the IBFA SR WIN for this environment three database connections would be created and two logical environments would be created c Two databases would be attached to a separate SQL Server machine An example of this environment setup installation is on page 23 3 In the QA environment a IBFA SR WIN would be located on a Windows machine b On the IBFA SR WIN for this environment one logical environment and one virtual file server would be created c One database would be attached to a separate SQL Server machine An example of this environment setup installation is on page 54 4 Inthe Production environment a IBFA SR WIN would be located on a Windows machine b On the IBFA SR WIN for this environment one logical environment and one virtual file server would be created c One database would be attached to a separate SQL Server machine An e
91. names must be in the format of DOMAIN UserName User Name lInsbridge Password sessed Create New User Wise Installation Wizard Ri JJ Figure 5 Logon Information 5 Enter the Insbridge user name and password for the local user account you set up earlier The logon information screen will be displayed You must specify a user account to be used by the application Please use the Insbridge user account that you set up on page 20 NOTE You can Create a New user at this point if needed Click the Create New User button to be placed on New User screen to setup an Insbridge user 6 Click Next to continue 26 Cl Oracle Insurance Insbridge Rating and Underwriting 3 13 2 C Select Features ORACLE FI select which feat Id like to install ease select which features you would like to insta INSURANGE Insbridge Rating amp Underwriting Feature Description Si RateManager Oracle Insurance Insbridge Rating and Underwriting is a Web based rating rules and M Oracle BI Publisher Reports underwriting system This feature will be installed on the local hard drive This feature requires OKB on your hard drive It has 2 of 2 subfeatures selected The subfeat Current location C Program Files Oracle IGBU Insbridge Wise Installation Wizard RA Figure 6 Selecting Features for Installation 7 The next screen will list the applications to be installed To expand the options and view detai
92. nce DB Catalog Type The type of catalog in the database The types available are RateManager SoftRater and Other If you are using a SQL Server you can choose either RateManager or SoftRater If you are using an Oracle or DB2 database you will need to choose Other and enter the remaining information DB Query Buffer For certain Database Management Systems DBMS system batch query optimization is required for performance and or because of limits on in the system This value will control the maximum number of batch query operations that can be submitted to the target DBMS in any one transaction It is known that for certain DB2 platform versions a value of 31 is required because of a hard software limit DB Tablespace For future use DB Schema The name of the schema that defines the structure of the database This information may be obtained form the Oracle DBA DB User Username to access the database This information may be obtained form the Oracle DBA DB Password Password to access the database This information may be obtained form the Oracle DBA Engine Type The type of SoftRater engine that is used The available options are Windows WebSphere WebLogic or JBoss Engine Location The location of the SoftRater engine If the engine is local to the Framework Administrator i e located on the same server leave this field as LOCALHOST If the engine is located on a different server enter the name in the box Engi
93. nd Service Agreement which has been executed and with which you agree to comply This document and information contained herein may not be disclosed copied reproduced or distributed to anyone outside Oracle without prior written consent of Oracle This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates Oracle Insurance Insbridge Rating and Underwriting Installation and Upgrade Guide Page 2 CONTENTS CHAPTER 1 CHAPTER 3 xn CHAPTER 3 xx RETIREMENT NOTICE FOR RELEASE 03 13 00 cccesseeeeeeeeee 8 UPGRADE NOTICE FOR RELEASE 03 13 00 ccssseeceeeesseeeeeesees 8 Microsoft NET Framework 38 8 SoftRater for Joy 8 PREFACE EE EE 9 AUDIENCE sn paret eske eien 9 TYPES OF INSTALLATION ussssirsrrsrirrsniaiiiandrrkuni Akak ENANA AARANN RENNA AAA NENEKA AARAA 9 EDIO V a eg A E 10 El dee EE 11 Manual Histon 12 EE EE E 13 PLANNING YOUR IBRU SYSTEM rnavevernnnvnvnennnnvnvennnnnnnennnsnnnennnnnnnnenr 13 I BET Ez 01 ke TE 13 Physical Environments 2 ccccccceceeseessececeeeeceeeeesnaeeseseecsneteseas 13 Authoring Emvironment 14 Rating Environments 0 1scccccccceccceceeeeeseneeceneeeceeeeesnseeeeeeeesennetees 14 Logical Environments A 16 EE EP ME 19 SYSTEM REQUIREMENTS eerrvennnnvnnennnnvnnnnnnnvennnnnnvsnnnnnnnenennnnvneennnnnee 19 Server Requirements 1 cccccccccccceceeeeeenseeceee
94. ne EnvDef This field should remain blank unless the engine is located on a different server H the Engine Location is set to LOCALHOST leave this field blank If the Engine Location is not LOCALHOST this should match the name of the environment on the remote server If you are using an Oracle or DB2 server the options and requirement will be different Please see the Insbridge IBFA User Manual Located in the User Guides directory for more information 6 After you have entered your information scroll to the bottom of the page and click Save to save your environments 49 STEP 7 VERIFYING THE COMPONENT SERVICES Next you will need to update the component services 1 Click Start gt Programs gt Administrative Tools gt Component Services 2 Expand the Component Services option under console Root 3 Expand Computers gt My Computer gt COM Applications 4 Expand each Insbridge COM library to make sure there are components listed underneath each compartment Component Services gt File Action View Window Help e gt aa Console Root E p Component Services Computers E a My Computer NET Utilities COM COM QC COM Utilities IIS Explorer Dead Let Out Of Pro COM Explorer 3 COM QC Dead Letter Queue Listener ki amp ki amp COM Utilities InsBridge Insbridge Insbridge Insbridge System Com Ad Com d Com Comt Application IIS Out Of Process P
95. ng When users send rate requests through the system this is the environment that will do the rating 90 The Windows Java environment utilizing an Oracle database example will displayed by machine and contains 3 application servers and 2 database servers There are still three environments development QA and Production The Oracle database server will contain two separate databases Clear and precise naming of the associated databases is recommended SoftRater can be run on a non Windows machine if a compatible application server platform such as WebLogic WebSphere or JBoss is running as well If a non Windows machine is used for SoftRater you will need to download a Java version of SoftRater from E Delivery The Java version of SoftRater will need to be loaded onto the machine with the compatible application server platform The Oracle database can be setup after the subscriber has been created and the lines of business have been selected You will need this information to complete the Oracle database setup THE SETUP 1 The Development environment a Contains one Windows 2003 application server and one separate SQL Server database b RateManager and IBFA SR WIN would be located on the same Windows machine RateManager and IBFA must run on a Windows Server 2003 machine OBI Publisher is installed for reports to be created The subscriber ID would be created here e On the IBFA SR WIN for this environment three database co
96. nnections would be created and three logical environments would be created f The Oracle client would be run on the Windows machine Two databases would be attached to the SQL Server machine ao 2 The QA environment a Contains one JAVA application server with WebLogic WebSphere or JBoss installed and running There is one separate Oracle database server that will be shared between QA and Production b IBSS SR JAVA would be loaded on the JAVA machine c On the IBSS SR JAVA for this environment one logical environment would be created d One QA database would be created on the Oracle machine 3 The Production environment a Contains one JAVA application server with WebLogic WebSphere or JBoss installed and running There is one separate Oracle database server that will be shared between QA and Production b IBSS SR JAVA would be loaded on the JAVA machine c On the IBSS SR JAVA for this environment one logical environment would be created d One PRODUCTION database would be created on the Oracle machine 4 The Oracle Server a Requires that the Oracle DBA run the DDLs b Requires that the Oracle DBA create a DT table for each line of business in each of the two database created The subscriber ID and line of business number will be required This is a basic Windows Java utilizing an Oracle database setup It is possible to create more than three environments or use fewer than three There are many combinations of p
97. nstallation Progress 60 ie Oracle Insurance Insbridge Rating and Underwriting 3 13 2 E E Readme Information ORACLE Insbridge has been successfully installed INSURANCE Microsoft Windows 2003 Server A full installation of Microsoft Server 2003 is required The following configuration assumes that the administrator of the server to be generally familiar with F managing a Windows server Components of Windows 2003 Server All Windows Server components are available for installation from the Control Panel Add Remove Programs applet by selecting Add Remove Windows Components In order to install these Windows Components you may be required to have the Windows Installation CDROM available Internet Information Services IIS The InsBridge Rating and Underwriting System is a web based application and requires IIS to be installed before installation to facilitate the default web v Wise Installation Wizard amp Figure 37 Install ReadMe Screen 9 Click Finish to finish the installation The installation should complete successfully STEP 2 ASSIGNING PERMISSIONS REGISTRY ACCESS Configuring Registry Access for a Windows Server 2003 WARNING If you use Registry Editor incorrectly you may cause serious problems to the operating system These problems may require you to reinstall your operating system Insbridge cannot guarantee that you can solve problems that result from using Registry Editor incorrectly
98. nstalled 55 STEP 1 INSTALL INSBRIDGE RATING AND UNDERWRITING 1 Begin with the Oracle Insurance Insbridge Rating and Underwriting Install file NOTE The installation program requires that the installer have administrator rights on the machine where the install is occurring NOTE Please close all open applications before running the Oracle Insurance Insbridge Rating and Underwriting file 2 Open the Oracle Insurance Insbridge Rating and Underwriting file A Welcome screen will be displayed i Oracle Insurance Insbridge Rating and Underwriting 3 13 25 E Oo 4 Oracle Insurance Insbridge Rating and Underwriting It is strongly recommended that you exit all Windows programs before running this setup program Click Cancel to quit the setup program then close any programs you have running Click Next to continue the installation WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law ORACLE INSURANCE Cancel Figure 31 Installing Insbridge 3 Click Next to continue 56 ie Oracle Insurance Insbridge Rating and Underwriting 3 13 2 KI Destination Folder ORACLE Select a folder where the application will be installed INSURANCE The Wise Installation Wizard will
99. nstalling OBI Publisher 2 Click Install A progress screen will be displayed 84 OBI Publisher Setup Installation Complete Setup was completed successfully Completed BRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRR Show details 3 When complete click Close 4 In order for OBI Publisher to be available to users you must start the Insbridge Message Service In IBFA navigate to the Services page Insbridge Message Service Stop The Insbridge Message Service is a Message Queue Listener that will route all batched messages to an assembly process for execution These processes may take resources and time to execute Please consult with you system admin before configuring the number of listeners per process essage Process Batch Rating v Wien Messages Edit Process Configuration Purge All If you see this message you have not requested a listing from the selected spoke client Clicking View Messages will provide you with a list view of the first in first out messages that are waiting to execute Insbridge Task Manage Start atop The Insbridge Task Manager gives you the ability to execute daily weekly hourly or by the minute View Tasks This process may take a while to execute TASK LAST RUN DATE START TIME STATUS Figure 58 Insbridge Services Screen 5 Next to Insbridge Message Service click Start After a few seconds the buttons will refresh to indicat
100. o search the directory click Find Now and scroll through the list until you find the user name you need If the user name is not listed return to User Accounts and verify the user name was created 7 Once the name is listed click OK 8 On the Temp Properties screen make sure the insbridge user is highlighted and check to give Full Control 9 Click OK STEP 4 ASSIGNING PERMISSIONS INSBRIDGE FOLDER Assigning Permissions for an Insbridge Folder Location 1 Open Windows Explorer Find the Programs folder Select the Oracle folder Select the IGBU folder Select the Insbridge folder 2 Right click the Insbridge folder fr Insbridge File Edit View Favorites Tools Help G wx Ge 3 E Search E reker E Address B C Program Files Oracle IGBU Insbridge Folders x EI d My Computer A E 3 Floppy a B ze Local Disk C EC Framework amp 2040f6fa5ee6351c15 SoftRater amp Documents and Settings O Inetpub Program Files amp E Common Files ComPlus Applications amp Internet Explorer Messenger microsoft frontpage amp E Movie Maker MSBuild amp CO MSN amp LC MSN Gaming Zone NetMeeting Online Services B Oracle Expand s Explore Open Search Sharing and Security DB winzip gt Send To D Cut Copy Delete Rename Select Properties Change to the Security tab Click Add On the Select Users or Groups popup enter in the us
101. on Figure 63 Obtaining Environment Information Framework Administrator APP001 Windows Internet Explorer GO E hpitisppoerneFa E r de Live search file Edit View Favorites Tools Help k amp Framework administrator A dv DE Page G Toos gt gt ORACLE nsurance Insbridge Framework Administrator Version 3 0 1 EI E Insbridge E E softrater E Engine Explorer Explorer DEVELOPMENT mm MARY Environment s you may use for development purposes Selecting an environment below will denote it as the default LA SoftData E services Environment RM Default E togs Test Environment LA Security DB Server DB_Server 3 softubraries DB ServerType SQLServer vi Heb DB Catalog IBRM_MARY DB CatalogType RateManager e DB Query Buffer DB Tablespace DB Schema DB User sa DB Password eveceeee Engne Type P Engine Location LOCALHOST Engine EnvDef Discover Environment s you may use for quality assurance purposes Selecting an environment below will denote it as the default Environment Qa OC Package Location Test Environment DB Server DB ServerType SQLServer vi DB Catalog DB CatalogType Other vi DB Query Buffer km Done 3 Local intranet 100 Figure 64 Editing Environment Only the information required for this connection is Environment DB Server DB Server Type DB Catalog DB Catalog
102. on IB CLIENT security Attach to SQL Server RM This IBRM DB holds Rating amp Rules Test Rating INSTALL IBFA OBI Publisher CREATE SUBSCRIBER Must be the same in all environments CREATE Logical Environments SR to identify the location of the local SRPs and the QA IBSR DB CREATE VFS To the QA SR environment on the Development machine PURPOSE of this Physical Environment This environment is for the testing of packages SRPs SR This IBSR DB holds SRPs for the test environment Production Rating INSTALL IBFA OBI Publisher CREATE SUBSCRIBER Must be the same in all environments CREATE Logical Environments SR to identify the location of the local SRPs and the Production IBSR DB CREATE VFS To the SR environment on the QA machine PURPOSE of this Physical Environment This environment is for real time production rating When users send rate requests through the system this is the environment that will do the rating Production SR This IBSR DB holds SRPs for the production environment This example has three physical environments each with its own application machine and database machine It is possible to put all SQL Server databases on one database machine or divide over two machines If you select to use one or two SQL Server database machines clear and precise naming of the associated databases is recommended RateMa
103. on may be obtained form the Oracle DBA Provider Type The provider of the database Options are DB2 DB2 AS400 ORACLE and MS SQL SERVER Database Type The type of database being accessed Options are SoftRater and RateManager Data Dir The location of the SoftRater Packages SRP s Company Id Your Company s subscriber ID Port Listening port to the target Database Management System Query Block Optional For certain Database Management Systems DBMS system batch query optimization is required for performance and or because of limits on in the system This value will control the maximum number of batch query operations that can be submitted to the target DBMS in any one transaction It is known that for certain DB2 platform versions a value of 31 is required because of a hard software limit Schema Name The name of the schema that defines the structure of the database This information may be obtained form the Oracle DBA 3 When you are finished entering information click Save The environment will be saved and the Status field will update 4 Before you can use the new or edited environment for rating you will need to reload the configuration XML file This is done by resetting the environments For more information on working with IBSS please see the IBSS User Guide 94 Chapter 7 UPDATING AN INSBRIDGE APPLICATION An update to the system can be run from the same installer Unzip the IBRU folder on the
104. ooled Applications InsBridge Com Administrator 2 0 Insbridge Com Administrator 3 5 Insbridge Com SoftRater Engine Insbridge Com SoftRater Library System Application DCOM Config Distributed Transaction Coordinator Running Processes E 5 Active Directory Users and Computers DI tg Event Viewer Local Sy Services Local Figure 28 Component Services These 3 Insbridge Com Applications libraries should be in place e Insbridge Com Administrator 3 5 e Insbridge Com SoftRater Engine e Insbridge Com SoftRater Library NOTE If you are performing an upgrade you may see a fourth Com library Insbridge Com Administrator 2 0 You can leave this component in place You do not need to remove or edit this library 50 Please note that you will not have to make any changes to any COM Application library The installation will automatically apply the Insbridge user name and password that you created earlier to the necessary libraries If you change the password you will have to change the password in all three of the Insbridge Com libraries On each library right click select Properties select the Identity tab enter in the new password NOTE f any COM library is missing run the IBRU install again from the msi file and choose uninstall Then rerun the IBFA install Uncheck the RateManager Install Then check again to see if all
105. ormation Description Built in account for administering the Account used For running the ASP N Built in account for quest access tot Account for Providing Remote Assist Built in account for anonymous acce Built in account For Internet Informa This is a vendor s account for the He 21 8 Click Create You can close out computer management Please keep this information close at hand You will need it for the first installation The Insbridge User should be assigned to the local Users group and have the same permissions as the internet guest account Double check the Users group to make sure the Insbridge user was added If the Insbridge user is not listed in the Users group add them at this time The Insbridge user also can be added to the local Administrators group at this time If the IBRU user cannot be a part of the local administrators groups please make sure that the Insbridge user has permissions on the Insbridge Messaging Service and the Insbridge Task Manager Service Insbridge User Password The password can be set to any password that meets your company standards The IBRU administrator must make note of the password for future configuration For ease of maintenance the IBRU user should not have to change the password and the password should never expire NOTE Please note that if your company requires passwords to be re set you will have to make changes to the COM Application libraries after
106. ory In order for the Framework Administrator to successfully manipulate packages in the location it must have full control of the directory DB Server The name of the server that houses the database that packages will be loaded to For DB2 servers this is the DB2 Registered Alias Name For Oracle servers this is the server name either IP or DNS will work DB Server Type The type of server that houses the database Currently RateManager and SoftRater support SQL Server Oracle and DB2 78 NOTE DB Catalog The name of the catalog in the database For DB2 servers this is the System DSN Name For Oracle servers this is the instance DB Catalog Type The type of catalog in the database The types available are RateManager SoftRater and Other If you are using a SQL Server you can choose either RateManager or SoftRater If you are using an Oracle or DB2 database you will need to choose Other and enter the remaining information DB Query Buffer For certain Database Management Systems DBMS system batch query optimization is required for performance and or because of limits on in the system This value will control the maximum number of batch query operations that can be submitted to the target DBMS in any one transaction It is known that for certain DB2 platform versions a value of 31 is required because of a hard software limit DB Tablespace For future use DB Schema The name of the schema that defines the structure of
107. path of IB_CLIENT_xxxx mdf where xxxx equals the renamed file from step 3 is pointing to the correct location If it is not you will have to change it Change the Attach as file name to the file name you assigned in step 3 After you have made your edits click OK If the database was attached successfully it will be displayed in the database folder If not please correct any errors and try again Once the databases are attached to the SQL Server you will need to create or assign a SQL Server user account for the application This user will be used for the connection to the databases when setting up the connections from the Insbridge Framework Administrator Make note of the account you want to use This information will be entered into the Insbridge Framework Administrator If backups are to be allowed from the RateManager application see page 35 for more details then the ibru SQL server user account must have the Disk Administrators SQL Server role For ease of administration the database user should have db_owner permissions on the IBRM_xxxx and IB_CLIENT databases 40 STEP 6 CONFIGURING INSBRIDGE FRAMEWORK ADMINISTRATOR Open an Internet Explorer web browser either remotely on the local IBRU web server and browse to the following location replacing SERVERNAME with the actual server name http SERVERNAME ibfa Framework Administrator APP001 Windows Internet Explorer MEG EN E
108. perties nn nnnrerrrrnnnnnnnn 65 Figure 42 Setting Permission for Insbridge Folder rrnrnraranvrnnnnanvrnnnnnnvrrnnnnnnnrnnnnennrrnnnennrrensennnne 67 Figure 43 Right Click to Attach Database A 69 Figure 44 Attaching a Database mursvvvnneravvvnrrrvvvrnrnrsvvvnnnnnsrnrnnsrsnrnerrenrnnsrennrnnesrennrnessennrnessennnn 70 Figure 45 IB CLIENT xxxx Aitached cece cece eecaeaeeeeeeeeeeeeaaaeaeeeeeeeeesecsncaeeeeeeeeeeeees 71 Figure 46 Editing the Database before Attachimg unne 72 Figure 47 IDEA Home 74 Figure 48 Enter ID ici cccecccceceeececaceeeececauseneecadeeneecdudenseedavencecdadensecaasensecaueeesecaasensesaabestecateesectesease 75 Figure 49 Create a Rating Environment 76 Figure 50 Entering Name and Environment eernnrrnnronnrrenrennrrnnrennnrrenrennrrensennrrnnrennrressennnrressennnnn 77 Figure 51 Obtaining Environment Information 77 Figure 52 Editing eu 78 Oracle Insurance Insbridge Rating and Underwriting Installation and Upgrade Guide Page 6 Figure 53 Virtual File Server Management Screen rnrrnnnnnnnrrnnnnnnrrnnnennrrenrennrrnnrrnnrrensennrressennnnnne 80 Figure 54 Virtual File Server Management Window rrrnnnnnnnrrnnnnnnrrrnnnennrrnnnennrrnnrennrrenrennrrennrennnnne 80 Sieft ele EN Figure 56 SoftRater Node Installation wosrorerorsrrrnrnrovvrnrnnnrvrrnnnnonnrnnnnnnnrnnnrennrnesrrnnrnrssennrressennnne 83 Figure 57 Installing OBI Publisher 84 Figure 58 Insbridge Services Screen m
109. pment environment The Subscriber ID can be a 3 or 4 digit number and must unique for each subscriber per instance of IBFA For example if you have an instance of IBFA on machine A you can create a subscriber with an ID of 100 On machine A if you create another subscriber you must give that subscriber a different ID number say 200 If you also have an instance of IBFA on a different machine B for example you should duplicate the same subscribers with the same ID numbers on machine B If you require assistance or are unsure of what action to take please log a Service Request using My Oracle Support at https support oracle com Subscriber Web Page Dialog Subscriber Please enter update your Insbridge Customer information below Type Carrier v 1002 Mary MARY PM Save Cancel Figure 48 Enter ID If you receive an error message or have difficulty creating a subscriber you may need to add the Insbridge user to the Windows Machine Keys 1 Goto C Documents and Settings All Users Application Data Microsoft Crypto RSA Machinekeys 2 Right click and select Security Add the Insbridge user NOTE f you have renamed the databases please make note of the new names 75 Next create the default rating environments for the RateManager system It is recommended that you create one logical environment e SR to identify the location of the local SRPs and the QA IBSR DB 1 Browse to SoftRater gt Explorer gt Subscr
110. racle DB 4 In the Production environment a b c d e IBFA SR WIN would be located on a Windows machine OBI Publisher is installed for reports to be created The Oracle client would be run On the IBFA SR WIN for this environment one logical environment and one virtual file server would be created One database would be attached to a separate Oracle DB 1 The Oracle Server a b Requires that the Oracle DBA run the DDLs Requires that the Oracle DBA create a DT table for each line of business in each of the two database created The subscriber ID and line of business number will be required This is a basic Windows setup with the addition of an Oracle database You can add another environment if necessary For example if you wanted to create a training environment or a second level of testing you could add these environments in where you wanted 86 Example IBRU Installation Setup Windows Incorporating an Oracle DB Development Windows Rating and Rules Authoring INSTALL IBFA RM OBI Publisher CREATE SUBSCRIBER Must be the same in all environments ADD DB Connections Controller Security RM CREATE Environments RM to handle testing rating QA SR This environment contains the full packages to be consumed by QA PURPOSE For setting up this Physical Environment This environment is for the testing of packages SRPs ATTACH IB CLIENT security A
111. ressly disclaim all warranties of any kind with respect to third party content products and services Oracle Corporation and its affiliates will not be responsible for any loss costs or damages incurred due to your access to or use of third party content products or services Where an Oracle offering includes third party content or software we may be required to include related notices For information on third party notices and the software and related documentation in connection with which they need to be included please contact the attorney from the Development and Strategic Initiatives Legal Group that supports the development team for the Oracle offering Contact information can be found on the Attorney Contact Chart The information contained in this document is for informational sharing purposes only and should be considered in your capacity as a customer advisory board member or pursuant to your beta trial agreement only It is not a commitment to deliver any material code or functionality and should not be relied upon in making purchasing decisions The development release and timing of any features or functionality described in this document remains at the sole discretion of Oracle This document in any form software or printed matter contains proprietary information that is the exclusive property of Oracle Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License a
112. riting Installation and Upgrade Guide Page 8 PREFACE Welcome to the Oracle Insurance Insbridge Rating and Underwriting Installation and Upgrade Guide The Insbridge Rating and Underwriting IBRU System is a browser based multiplatform insurance rating and underwriting technology solution that provides integrated management for every aspect of the rate definition and modification process This guide will help with the installation of the Insbridge Rating and Underwriting System AUDIENCE This guide is intended for system administrators installers database administrators and others tasked with installing and configuring the IBRU system and associated databases TYPES OF INSTALLATION There are various types of installations Windows Only Installation e Full RateManager Installation This installation will install RateManager and the Insbridge Framework Administrator IBFA This is for a Windows only environment using a SQL Server database e SoftRater Node Installation This installation is for existing environments that want to add a Windows SoftRater node to an environment e Database Incorporating an Oracle Database in a Windows Environment Incorporating a Java Environment e Full SoftRater Installation on a Java Machine This installation will install SoftRater on a Java machine using a SQL Server database e Full SoftRater Installation on a Java Machine This installation will install SoftRater on a Jav
113. sbridge Rating and Underwriting System utilizes by default private message queues that have no need for routing t Component Services Ee xi File Action View Window Help e o AaFrnB em sim Console Rooti Services Local C Console Root gt Component Services QB Active Directory Users and Comp Message Queuing Name Description Status Startup 2 Event Viewer Local Event Log Enables ev Started Autom Services Local Stop the service By File Replication Allows files Manua Restart the service Bs Help and Support Enables He Started Autom Sum ECH This servic Started Manua Description fy Human Interface D Enables ge Disable Provides a messaging infrastructure and P i development tool for creating distributed By 115 Admin Service Enables thi Started Autom messaging applications for Windows Sa IMAPI CD Burning Manages C Disabl based networks and programs IF this S Indexing Service Indexes co Disable eg is stopped ee S Intersite Messaging Enables me Disable Os aed ay eric d Sy IPSEC Services Provides e Started Autom depend on it will Fail to start Sy Kerberos Key Distri On domain Disable Ss License Logging Monitors a Disable Bs LiveUpdate LiveUpdate Manua By Logical Disk Manager Dete Started Autom Manua Services Local Sy Messenger Disable Ha Microsoft Software Manages s Manua Met I anan Maintains a tol 4 LW WM
114. separate screen will be displayed Bae Object Explorer Details aae YE Databases Mel E SQLO1 Databases 2 Item s E System Databases E Database Snapshots 69 Attach Databases of xi Select a page d ER Script Te Help gt General Databases to attach MDF File Location Database Name Attach As Add Remove Database details Original File Name il Current File Path Server SOLD Connection admin 3 View connection properties Progress Ready Figure 44 Attaching a Database 8 Click the Add button and browse to the location where the database files were placed in step 2 9 Attach database IBSR_ xxxx MDF where xxxx equals the renamed file from step 3 70 Locate Database Files SQLO1 OF x Select the file Oi H adam H 0 addins H E adfs H Og Application Compatibility Scripts H 0 AppPatch H 0 assembly Og Cluster E Config H E Connection Wizard H 0 Cursors 2 13 DB Templates H0 MASTERS O Sa 3 IBRM_QA mdf 3 IBRM_RM mdf IBSR_DEV md 3 IBSR Qa mdf 4 43 Debug 4 13 Downloaded Program Files 1913 Driver Cache H 0 Fonts Lj Help 4 3 IIS Temporary Compressed Files H 0 ime H 0 inf 4 4 Installer H java p Selected path fe WINDOWSDB T emplates Files of type Database Files mdf E File name IB CLIENT G LOBAL mdf Cancel E Figure 45 IB CLIENT x
115. t FIPS Encryption PROBLEM A Windows Server 2003 server with an encryption level set to FIPS Compliant will not allow Remote Assistance connections from a Windows XP box When you try to connect you will receive an error message SUGGESTED SOLUTION Disable the FIPS encryption There are two ways to enable the FIPS encryption level If you have to disable the FIPS encryption level for Terminal Services you must do this by using the same method that you originally used to enable the FIPS encryption level Method 1 To disable the FIPS encryption level by changing the Encryption level setting in the RDP Tcp Properties dialog box follow these steps 1 Click Start click Run type tscc msc in the Open box and then click OK 2 Click Connections and then double click RDP Tcp in the right pane 1 From Microsoft Knowledge Base Article 811770 111 3 In the Encryption level box click to select a level of encryption other than FIPS Compliant Note If the Encryption level setting is disabled when you try to change it the system wide setting for System cryptography Use FIPS compliant algorithms for encryption hashing and signing has been enabled and you must disable this system wide setting by using method 2 Method 2 To use the Group Policy Object to disable FIPS data encryption system wide follow these steps 1 Click Start click Run type gpedit msc in the Open box and then click OK 2 Expand Computer Configura
116. tennn nenen nanen 21 Figure 3 Installing Insbridge eee eeeeeeeeeeeeee ee eeeee ee eeeeaaeeeeeeaaeeeeeeaaeeeseeaaeeeseeaeeeeeeenaeeeseenaeeeeeaas 24 Figure 4 Entering the Destination Folder for Insbrtdoe unne 25 Figure 5 Logon Information cceeccceeee ce eeenee ee eeenne eee eeeaeeeeeeaeeeeeeaeeeeeeaeeeseecaeeeseenaeeeeeeeneeeneaas 26 Figure 6 Selecting Features for Installation xrrcronnrrnnnonnrrnnronnrrnnnnonnrrnnnennrrnnnennrrenrennrrenrnen unne 27 Figure 7 Ready to NC 28 Figure 8 Installation Progress 29 Figure 9 Install ReadMe Screen 2 cccccceecccvcceecseteeeecsetecendeeevaaeeccntaecgecevanenccetaeeneeetedenecentecgensenserdes 29 Figure 10 Configure Registry Access Windows Server 2003 30 Figure 11 Entering hu UE 31 Figure 12 Applying Permissions for 2003 User 32 Figure 13 Windows Explorer WINNT 2003 Properties sesssneeneeeeeenrtnrnenssenrrnnnnnsrtnnnrnnsnnerennn 33 Figure 14 Setting Permission for Insbridge Folder rrrrrnrarvnvrnnnnanvrnnnnnnnrrnnnvennrnnnnrnnrrnnrennrressennnne 35 Figure 15 Right Click to Attach Database AA 37 Figure 16 Attaching a Database A 38 Figure 17 IB CLIENT xxxx Aitached nn nnnnnneenernrrnnnnnnnnrenernnnnnnnnn 39 Figure 18 Editing the Database before Attachimg urene 40 Nell CET Mee 41 Figure 20 Enter D gesiess vn e als 42 Figure 21 Setting up the Global Database Connechon eee ee ee ceeeee ener eeeeeeneeeeeetaeeeeeenaeeeeeeeaes 43 Figure 22 Setting up the Security D
117. tion expand Windows Settings expand Security Settings expand Local Policies and then click Security Options 3 In the right pane double click System cryptography Use FIPS compliant algorithms for encryption hashing and signing click Disable and then click OK Note Encryption level settings in Terminal Server are unavailable when FIPS is enabled For more information please visit http support microsoft com kb 811770 Distributed Transaction Coordinator DTC PROBLEM Network DTC access is disabled by default in Windows Server 2003 server If network DTC access is not enabled applications can only use transactions that are located on the same box If you want a client to access the server you will receive an error message SUGGESTED SOLUTION Enable DTC Access Please note that you must restart the server Steps to enable network DTC access 1 Click Start point to Control Panel and then click Add or Remove Programs 2 Click Add Remove Windows Components 3 Select Application Server and then click Details 4 Select Enable network DTC access and then click OK 5 Click Next 6 Click Finish 7 Restart the computer If you are running Windows Server 2003 SP1 there are additional steps that must be taken Please see http support microsoft com kb 817064 en us for more information From Microsoft Knowledge Base Article 817064 112 Support CONTACTING SUPPORT If you need assistance with a
118. to COM Apps 22 Local User Account 22 PDF Files UE LR 111 PDF Reader E D6IIVEPY vitcerieticien antes verte ees 10 Permissions ele We dn EE 40 73 Extended unne de ed 19 Insbridge key 30 62 Validating on Directory 48 78 101 Production Physical Environment 13 Provider Types Environment Setup c ceceeeees 94 Q QA Physical Emvironment 13 Query Analyzer Updating Database 0 00 0 eee 106 Query Block Environment Setup c ceeeeees 94 116 R RateManager Creating a Connection cere 45 Default Rating Environment 46 76 Disk Administrators SQL Server role 40 73 PDF Eileen site ein eee in hie 111 Rating Environment Sample seeeeeeeee 14 Ee nous tetera eka cect Bee a Sewers 51 83 Registry Editor CGonfiguring 30 62 Registry Key 51 83 insbridge user 30 62 Requirements Installation Program 24 56 95 Internet Information Services 109 Microsoft Message Queuing Service 110 Rerun IBA re 51 82 Running Database Updates nennseeseeereeeeee 103 S sa account SQL Server Enterprise Manager 36 68 Script Executing Update 104 Viewing Update 106 Security Database m natant cade 20 Server Admin Permissions ssseseeeeeeeeee neee 19 Insbridge Framework Name 43 Server Setup Downloadable Packages 0 e 79 SERVERNAME Replacing sioi 41 74 92 Servers Insbri
119. trative Tools gt Component Services 2 Expand the Component Services option under console Root 3 Expand Computers gt My Computer gt COM Applications 4 Expand each Insbridge COM library to make sure there are components listed underneath each compartment Component Services gt File Action View Window Help e gt Ga Console Root E p Component Services Computers E a My Computer NET Utilities COM COM QC COM Utilities IIS Explorer Dead Let Out Of Pro COM Explorer 3 COM QC Dead Letter Queue Listener ki amp ki amp COM Utilities InsBridge Insbridge Insbridge Insbridge System Com Ad Com d Com Comt Application IIS Out Of Process Pooled Applications InsBridge Com Administrator 2 0 Insbridge Com Administrator 3 5 Insbridge Com SoftRater Engine Insbridge Com SoftRater Library System Application DCOM Config Distributed Transaction Coordinator Running Processes E 5 Active Directory Users and Computers D tg Event Viewer Local Sy Services Local Figure 55 Component Services These 3 Insbridge Com Applications libraries should be in place e Insbridge Com Administrator 3 5 e Insbridge Com SoftRater Engine e Insbridge Com SoftRater Library NOTE If you are performing an upgrade you may see a fourth Com library Insbridge Com
120. u want to install 28 ie Oracle Insurance Insbridge Rating and Underwriting Setup Updating System ORACLE The features you selected are currently being installed a EEE INSURANCE Wise Installation Wizard II Cancel Figure 8 Installation Progress i Oracle Insurance Insbridge Rating and Underwriting 3 13 2 E E Readme Information ORACLE Insbridge has been successfully installed INSURANCE Microsoft Windows 2003 Server A full installation of Microsoft Server 2003 is required The following configuration assumes that the administrator of the server to be generally familiar with j managing a Windows server Components of Windows 2003 Server All Windows Server components are available for installation from the Control Panel Add Remove Programs applet by selecting Add Remove Windows Components In order to install these Windows Components you may be required to have the Windows Installation CDROM available Internet Information Services IIS The InsBridge Rating and Underwriting System is a web based application and requires IIS to be installed before installation to facilitate the default web Wise Installation Wizard Figure 9 Install ReadMe Screen 9 Click Finish to finish the installation The installation should complete successfully 29 STEP 2 ASSIGNING PERMISSIONS REGISTRY ACCESS Configuring Registry Access for a Windows Server 2003 NOTE f you use Registry Editor incorr
121. unannrrnnnennrrvnnrnnrrennnnnrrnnrrrnnrnnnrennrrensennrresrennrreserennrressen unne 85 Figure 59 1BSS e eu 92 Figure 60 Create a Rating Environment 93 Figure 61 Installing Insbridge oori aaa ENE EER TTEA ETA 95 Figure 62 Entering User Information for Insbridge arnrrnnnrnnrrrnnnonnrrnnnnnnrrnnnrnnrrnnrennrrnenrennrrennennnnne 96 Figure 63 Obtaining Environment Information 100 Figure 64 Editing Environment irises r ie raren anera EEE EEEE TARAI EEE TEET AEAEE EEE 100 Figure 65 Avallable Updates iirinn ieren En EEEE tacdeaetuaniacesaateaap sik ARAR E AEA T UE EA 104 Figure 66 euer VIQWSM EE 106 Figure 67 Updating Databases ironiese a E TEAREN O EE AE AO 107 Figure 68 Installing NET Framework 108 Figure 69 Enabling Active Server Pages and ASP NET w 110 Figure 70 Message Queuing Types msker r data riker kjele akkalasamisk 110 Oracle Insurance Insbridge Rating and Underwriting Installation and Upgrade Guide Page 7 RETIREMENT NOTICE FOR RELEASE 03 13 00 The following software versions are no longer supported by Oracle Insurance Insbridge Rating and Underwriting beginning with Oracle Insurance Insbridge Rating and Underwriting Release 3 13 e Oracle Insurance Insbridge Rating and Underwriting Release 3 13 will not support WebLogic 9 2 Oracle Insurance Insbridge Rating and Underwriting Release 3 13 has been certified on Microsoft NET Framework 3 5 and on WebLogic 10 3 1 UPGRADE NOTICE FOR RELEASE 03 13 00 Microsoft NET Fram
122. ure you have a SQL Server account called ibru NOTE f you do not have database permissions you will not be able to perform the following database procedures NOTE f you are unsure how to perform a database restore please consult with your database administrator 1 Location files a The IBRM TEMPLATE is located in the Databases gt Sql Server gt RateManager folder b ThelB CLIENT TEMPLATE is located in the Databases gt Sql Server gt Security folder 2 Copy both files to an appropriate database folder on the machine where SQL Server is installed For example Drive Program Files Insbridge Databases If you are unsure of a location please consult with your database administrator 3 Rename files It is not required but it is strongly suggested that the database file names be changed from TEMPLATE to something that defines the databases more accurately Ata minimum it is recommended that you remove TEMPLATE from the name You can change the names after they have been attached also 4 Open the SQL Server Management Studio either on the server or remotely using either an administrative account with sa privileges or as the sa account NOTE f you do not have SQL Server Management Studio check to see that the SQL Server Client has been installed For a SQL Server 2005 install you must have the SQL Server Client installed 5 Go to Databases 36 Ra Microsoft SQL Server Management Studio File Edit View Tools Window
123. w and scroll through the list until you find the user name you need If the user name is not listed return to User Accounts and verify the user name was created 8 Once the name is listed click OK 9 On the Insbridge Properties screen make sure the insbridge user is highlighted and check to give Full Control NOOR 66 Insbridge Properties General Sharing Web Sharing Security Group or user names Lef Administrators PLOADOCOT Administrators f7 CREATOR OWNER Insbridge PLQ4DOC01 Insbridge Mary PLOADOCO1 Mary P Danar Vianen DI OAR ACA Dariare I Lech lt Permissions for Insbridge Allow Deny Full Control Modify Read amp Execute List Folder Contents Read Write For special permissions or for advanced settings click Advanced SE Figure 42 Setting Permission for Insbridge Folder 10 Click OK You can close out Windows Explorer STEP 5 ATTACHING IBRU DATABASE IN SQL SERVER 2005 Because many corporate environments have a separation between the system administrator and the database administrator the following process may require both administrators access and permissions Make sure you have a SQL Server account called ibru NOTE NOTE NOTE If you do not have database permissions you will not be able to perform the following database procedures If you are unsure how to perform a database restore please consult with your database a
124. work It is recommended that you included the version number or environment name if you are planning on creating more than one instance Have this information ready e The LOBs that your company uses You will need the ID number for each LOB e Your customer number e Location of the Insbridge files a Create default tablespace for the Soft Rater database e Ifa database table needs to be added the DDLs are located in the IBFA Installation Directory under the SoftRater DDL folder l e INSTALL_DIR Insbridge SoftRater DDL See Location of DDL Directory e You will have to replace the TABLESPACE name in the scripts with the tablespace name you used when you created the database e On the DT tables you will need to create one for every LOB An example of the format is in the comments of the script It requires the LOB ID number and the customer number b Create user IBSR amp assign basic connect amp resource grants Using a DB2 Database A DB2 database may also be used To obtain the DB2 client please visit the IBM website and download the Client for the version you have 89 Chapter 6 SOFTRATER INSTALLATION JAVA A Windows JAVA Oracle Database Environment Example IBRU Installation Setup Windows JAVA Incorporating an Oracle DB Development Windows Rating and Rules INSTALL OBI Publisher Oracle client CREATE SUBSCRIBER ADD DB Connections Controller Security RM CREATE Logical
125. xample of this environment setup installation is on page 54 You can add another environment if necessary For example if you wanted to create a training environment or a second level of testing you could add these environments in where you wanted There are other combinations of application servers and databases that you can use Please contact your Insbridge representative for more information on the configuration that you would like to have NOTE For the examples in this guide the QA and Production environments will be exactly alike to allow for true QA standards Chapter 2 SYSTEM REQUIREMENTS Server Requirements A full installation of Microsoft Windows Server 2003 is required for IBFA SR WIN and RateManager installations IBRU installers should be familiar with managing a Windows 2003 server For help with verifying or installing required components please see Windows 2003 Settings and Permission Notes on page 108 Required Components The following components are required e Microsoft NET Framework version 3 5 e IIS Internet Information Services version 6 0 e MSMQ Microsoft Message Queuing Services e JRE Java Runtime Environment not required for a SoftRater Node only install Extended Permission Required by the Insbridge User In order to start the Insbridge services from IBFA the Insbridge user must be given full access to both the Insbridge Message Service and the Insbridge Task Manager Service If the Insbridg
126. xxx Attached 10 Click OK 71 q Attach Databases ioi EG pag LS Script 9 Help LA General Databases to attach E MDF File Location Database Name Attachas Owner Status Message C WINDOWS DB Templates M m IB CLIENT TEMP lB CLIENT sund admin Add Remove IB CLIENT TEMPLATE database details Original File Name D Current File Path lt 18 CUENT TEMPLATE mdi Dat CAWINDOWSIDB TenpltesWASTE Server SOLD Connection admin 3 View connection properties Ready Figure 46 Editing the Database before Attaching 11 12 13 14 15 16 NOTE 17 Delete the log file The log file must be deleted to prevent an error For SQL Server 2005 highlight the log file in the Current File Path area and click the Remove button Make sure the original file name has an mdf extension and not a dat extension If the file is IBSR_ xxxx dat and not IBSR_ xxxx mdf the file has the wrong extension and you will have to rename it Make sure the current file path of IBSR_xxxx mdf where xxxx equals the renamed file from step 3 is pointing to the correct location If it is not you will have to change it Change the Attach as file name to the file name you assigned in step 3 After you have made your edits click OK If the database was attached successfully it will be displayed in the database folder If not please correct any errors and try again If you are going
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