Using the Portal
Downloading PPCS Client from the Portal
Oracle Insurance Cloud Portal (OICP) contains the PPS library configuration file(s) and the PPCS installer. Each Master Resource Library or MRL you work with will have its own unique library configuration file.
Click the Portal button to go to the Oracle Insurance Cloud Portal page. This page is where you download the PPS Windows Desktop installer and PPCS cloud configuration files for the libraries you work with.
To download the software installation file, click the link under “Download PPS Windows Desktop Installation” label. This link is the client executable file. Select to save to a target destination.
Portal Windows Desktop Installation
To install the software, navigate to where you saved the executable file then double click on it.
The installation wizard screen displays:
Click the Next button to continue the installation.
On the ‘Select Destination Directory’ dialog. modify the destination directory if needed then click Next.
On the Select Start Menu Folder dialog displays, choose the desired options, then click Next.
Click next and then finish to complete the installation.
Note: The Microsoft Visual C++ 2013 Redistributable dialog displays during the installation process if you are installing the PPCS Client for the first time.
Updating the PPCS Client
When new patches or releases to Oracle’s Policy Production Cloud Service Client are made Generally Available, the OIC Admin will upload them to the OIC Portal so they are available for PPCS Users to download.
Each time you login, your PPCS client version is compared to the current version uploaded to the Portal. If the Portal version is newer than your version, you will be required to install the updated version. To do so, navigate to the OIC Portal as noted in the “Downloading the PPCS Client” topic and obtain the software. Uninstall the current desktop client and then install the recently downloaded version. You do not need to re-download the MRL configuration files.
Note: If you are in testing and you receive an updated PPCS version from Oracle Support that is newer than the Portal version, that is permitted and you will not be prompted to modify the local client install.
Downloading Library Configuration Files
Once the OIC Tenant Admin has linked your user ID to a Master Resource Library and you have downloaded the PPCS Client application, you may use the Portal to obtain the configuration file for a given library to which you are provisioned. Within the Portal, click the desired PPS library configuration file to download the file to your local client. Click Save on the Opening dialog that displays to save the file to your local drive. Typically, you would save this file to your desktop to be a quick link to the PPCS library.
Portal Menu
When you are logged into the Oracle Insurance Cloud Portal, your User Name/Email address is displayed in the upper right corner of the page. A down arrow is displayed adjacent to your User Name/email address. Clicking on the down arrow displays a menu with Profile, Help and Sign out options. Selecting Profile displays a page with your profile details including your display name, address, contact information, and OIC roles. Here you can edit your contact information as needed but the roles are controlled by the Tenant Administrator. Typically, PPCS Users have two roles: PORTAL, providing access to the Portal to obtain the desktop client and configuration files, and PPCS – indicating you are a PPCS User who can be linked with Master Resource Libraries.
A down arrow is displayed adjacent to your User Name/email address.
Clicking on the down arrow displays a menu with Profile, Help and Sign out options.
Updating Personals/Contact Information
Selecting the ‘Profile’ button will allow you to enter your personal details such as address, e-mail ID and phone number. Click the ‘Add’ button and then click save to update your profile information.
Accessing Help
Selecting the ‘Help’ button displays Oracle Insurance Cloud Portal Help in a new, separate tab.
This allows you to continue using help even after you have logged out of the Portal.
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