Log on the Rules Palette

  1. Right-click on the new environment node and select Log on.
  2. Type the Rules Palette user ID in the Client ID field.
  3. Type the password in the Password field.
  4. Click Finish. After log on is complete, the Rules Palette will begin loading business rules. The bottom right corner of the application window will show the progress. If the rules have not finished loading completely, then some of the folders in the Explorer tabs will be disabled.

    Log On Window in the Rules Palette

  5. Wait until the loading progress bar disappears before trying to open any folders.

Create User Names and Passwords for OIPA

There are two parts to creating user names and passwords for OIPA users. First, create the security groups that will be assigned to users. Then create the individual user names and passwords.

Steps to Create a New Security Group

  1. Click the Admin Explorer tab and open the Security | Application Security folders.
  2. Right-click the Security Groups folder and select Create New Security Group.
  3. Type a name for the security group and click Finish. The new group will be listed in the Security Group folder.
  4. Double-click on the name of the security group that was created. This will reveal a navigation tree of security folders.
  5. Double-click the Company Security file and right-click on the file to check it out.
  6. Click the box next to the Primary company the security group will have access to in OIPA. Subsidiary companies will automatically also be checked.

    Note: Each security group should only grant access to one primary company. Multiple primary companies cannot be viewed in OIPA. If a user needs access to multiple primary companies, then separate security groups should be created for each company and the user should have multiple login IDs.

  7. Check in the company security file to save the changes.
  8. Open the Company Pages folder and check out any pages that the security group will access. Buttons and Fields on each page can be assigned security in this location. Check in the pages to save the information.
  9. Open the WebService security folder and check out the file. Select the web services the security group will have access to and then check in the file.
  10. Open the Plan Security folder.
  11. Open the primary company or subsidiary company folder. Right-click on the company folder and select Grant Access to All Pages or open the folder to access the .xml file. Check out the file to grant access to specific pages. Check the box for the company when it opens in the Configuration Area and check the file back in. The plan pages folder will populate with available plan pages. Open the necessary plan pages and grant privileges for the security group. Check in the pages when finished to save changes.
  12. Open the Transaction Security folder.
  13. Open the primary or subsidiary company folder. Right-click on the company folder and select Grant Access to All Transactions or open the company and plan folders to access each transaction. Check out a transaction to open the button, fields and masks sections. Select any privileges for the security group and check in the transaction to save the information.

    Note: Users can be assigned to multiple groups. The privileges will overlap, giving users all available privileges associated with each assigned group.

Associate Users with Security Groups

Security must be assigned to each user of the OIPA system. After the security groups are created, OIPA users are added and associated with a security group. The user name and password information should be sent to the user once the user has been added.

Steps to Add a New User

  1. Click the Admin Explorer tab and open the Security | Application Security folders.
  2. Right-click on the Users folder and select Add New.
  3. Enter the user information. This is where the user's login name and password are created.
  4. Select the primary company the user will be working with. This is the company the user will have access to when logged into OIPA.
  5. Select the locale where the user is based. The locale determines the language that dynamic fields and transaction names will display in when the user is logged into OIPA.
  6. Select the Security Group to assign to the user.
  7. Select the Effective From date ( this is the mandatory field )

  1. User can be assigned to multiple security groups by clicking on 'Add' button below the Security Group selection table.

  1. It is not mandatory to select the 'Effective To' date which indicates that the User can be assigned to that group until the group is removed from the system. If the user is assigned to multiple groups, based on the 'Effective From' date the security group and the company data can be accessible to the user. The remaining security group begins comes into existence based on the 'Effective To' date of the previous security group and the 'Effective From' date of the precedent security group.
  2. Select Finish when all of the information has been selected. The user information will appear as an individual XML file under the User node.

  1. A check box by namely 'User Status' with default Checked option will be displayed indicating the user is in 'Active' status. In order to make the user InActive, need to un-check the check box which will updates all the Security Groups expiry date to the current system date. This means all the security groups will not be accessible to user once the system date changes.

  1. The user can be made 'Active' by checking the check box which enables the selection of the security group details.

Create Username and Password for Prototype Company in OIPA

A prototype company was created to demonstrate new functionality included in each release. Prototype examples were configured and placed in the Prototype company. The Rules Palette help contains a section in the Table of Contents in the Main Explorer folder, which is called Prototypes. Explanations of all past prototype examples and new examples for the present release are contained within that section. To see the prototypes demonstrate the configured functionality, a user must log into the Prototype company in OIPA. A prototype security group and prototype username and password must be created to allow the user to view these examples.

Steps to Create a new Security Group

  1. Click the Admin Explorer tab and open the Security | Application Security folders.
  2. Right-click the Security Groups folder and select Create New Security Group.
  3. Type a name for the security group and click Finish. The new group will be listed in the Security Group folder.
  4. Double-click on the name of the security group that was created. This will reveal a navigation tree of security folders.
  5. Double-click the Company Security file and right-click on the file to check it out.
  6. Click the box next to the Prototype company. Subsidiary companies will automatically also be checked.
  7. Check-in the company security file to save the changes.
  8. Open the Company pages folder and check-out any Company pages that the security group will access. Buttons and Fields on the company pages can be assigned security in this location. Check-in the pages to save the information.
  9. Open the WebService security folder and check-out the file. Select the web services the security group will have access to and then check-in the file.
  10. Open the Plan security folder.
  11. Open the primary company or subsidiary company folder. Right-click on the company folder and select Grant Access to All Pages or open the folder to access the .xml file. Check-out the file to grant access to specific pages. Check the box for the company when it opens in the Configuration Area and check the file back in. The plan pages folder will populate with available plan pages. Open the necessary plan pages and grant privileges for the security group. Check-in the pages when finished to save changes.
  12. Open the Transaction Security folder.
  13. Open the primary or subsidiary company folder. Right-click on the company folder and select Grant Access to All Transactions or open the company | plan folders to access each transaction. Check-out a transaction to open the button, fields and masks sections. Select any privileges for the security group and check-in the transaction to save the information.

Note: Users can be assigned to multiple groups. The privileges will overlap, giving users all available privileges associated with each assigned group.

Associate Users with Security Groups

After the Prototype security group is created, a generic username and password must be created. This username and password should be sent to any OIPA users who need to log into the Prototype company.

Steps to Add a New User

  1. Click the Admin Explorer tab and open the Security | Application Security folders.
  2. Right-click on the Users folder and select Add New.
  3. Enter the user information. This is where the user's log-in name and password are created. It is best to use something generic like "prototype" or "protouser".
  4. Select the Prototype company from the Primary Company drop down box.
  5. Select the locale where the user is based. The locale determines the language that dynamic fields and transaction names will display in.
  6. Select the Prototype security group that was created in the section above.
  7. Select Finish when all of the information has been selected. The user information will appear as an individual XML file under the User node.
  8. Send information to the any users that need to access the Prototype company in OIPA.

Create User Names and Passwords for Rules Palette Users

In the Admin Explorer, two folders appear under the Security node: Palette Security and Application Security. The Palette Security folder contains security for users performing configuration tasks in the Rules Palette. The Application Security folder contains security for users working in OIPA.

Create Security Roles

Note: This applies only in IVS environments.

  1. Open Admin Explorer | Security | Palette Security.
  2. Double-click the Security Role file to open it in the Configuration Area.
  3. Click New Role.
  4. Type the Role name in the Role Name field.
  5. Move privileges into the Applicable Privileges box by clicking the arrow button. Any misplaced privileges can be moved back out by using the arrow button.
  6. Click Save on the Main menu to save the changes.

Create Users and Assign Security Roles

  1. Open Admin Explorer | Security | Palette Security.
  2. Double-click the User Security file to open it in the Configuration Area.
  3. Click Add.
  4. Type the user name in the UserName field. This is the login name for the Rules Palette user.
  5. Type the password in the Password field. This is the password for the Rules Palette user.
  6. If this is an IVS environment, select a role from the Role drop down list. The privileges will be listed below the Role field.
  7. Click Save on the Main menu to save the changes.

 

 

 

 

 

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. About Oracle Insurance | Contact Us