Step 7: Configuring Insbridge Framework Administrator

Open an Internet Explorer web browser and browse to the following location, replacing SERVERNAME with the actual server name: http://SERVERNAME/IBFA

Do not use Localhost.

Logging in to IBFA

The default security setting for a new installation is Custom and requires a login to access.

1. IBFA requires a login to access. Click the Show Framework Admin menu link to display the login.

2. Enter the default User ID and password: User ID: admin, Password: insbridge

3. The IBFA home page is displayed.

Troubleshooting

For MS Windows 2012 R2 installations, you may receive an error when accessing IBFA for the first time:

The data protection operation was unsuccessful. This may have been caused by not having the user

profile for the current thread’s user context, which may be the case when the thread is impersonating.

If this error is presented, locate the Insbridge Application Pool on the server where Insbridge was installed. Administrative Tools -> IIS Manager -> ORACLE_FSGBU_INSBRIDGE, right click, and select Advanced Settings. Change the Load User profile to True.

Updating IBFA Security

4. If you want to keep the custom security setting, it is recommended that you change the password immediately.

5. On the left side menu, select Security -> Change Password.

6. Enter the default password for the old password and enter the new password of your choice. Confirm the new password and click Update. A success message is displayed when the admin password is updated. If an error message is displayed, make corrections and try again.

7. If a login is not required, change the security to None. This changes the default landing page to the IBFA home page and removes any login requirements.

8. On the left side menu, select Security.

9. Select the protocol you want to use, HTTP or HTTPS.

10. Select the authentication. For example, if you select HTTP protocol and None for authentication, no security is applied. The IBFA landing page will be updated to the IBFA home page and no login will be required.

Note: You also can select to use Windows security. Please see the IBFA user guide for more information on setting up Windows security.

Entering Company Information

Prior to users entering RateManager, the Insbridge Framework Administrator must be configured for your company.

Note: If you receive an access denied error message, please verify that you have given the Insbridge user full control of the Insbridge folder.

Note: If you receive an IDNX denied error message, please verify that the Insbridge user has full control over the Insbridge directory. Regedt - > Insbridge Directory -> Security.

To continue, you will need to exact names of the databases you restored in Step 6, IBSR database. There are three steps that will need to be done in IBFA:

• Step 1: Creating a Subscriber
• Step 2: Creating a SoftRater Environment
• Step 3: Creating a Virtual File Server

Step 1 – Creating a Subscriber

For this step you will need the subscriber information the RateManager IBFA instance that you created previously. The subscriber created here must match that subscriber.

The ID and Name are fixed after the first time you save. These entries cannot be edited. Only the description can be edited. If you have made a mistake, you will have to create another subscriber and delete the incorrect entry.

1. Click Add Subscriber on the Main IBFA screen. A separate screen will be displayed.

2. Enter the ID, Name, and Description for your subscriber.

3. After entering the information, click Save. The new subscriber will now be displayed in the list of subscribers.

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/.

Troubleshooting Subscriber Entries

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. Go to C:\Documents and Settings\All Users\Application Data\Microsoft\Crypto\RSA\MachineKeys.

2. Right click and select Sharing and Security. Select the Security tab.

3. Add the Insbridge user.

Step 2 – Creating a SoftRater Environment

Next, create the default rating environment for the SoftRater node. It is recommended that you create one logical environment:

• SR – to identify the location of the local SRPs and the IBSR DB.

1. Browse to SoftRater -> Explorer -> Subscriber name.

2. Click Add Environment.

3. Enter a Name and select a Type. The name and type are totally dependent on how your Insbridge system is designed.

There are three types of Logical Environments:

• Development
• Quality Assurance
• Production

After you have entered your logical environment, you must define it.

4. Select the Environments link under the Configuration header on the left hand side to enter the configuration information for the newly created logical environment. You will be placed on the Environments screen. The environments you previously setup will be listed. If an environment is missing, you must return to the Configuration subtab and add it.

Creating a SoftRater Environment

A SoftRater environment may be completed at installation or can be added at a later time. A SoftRater environment can only be on a Windows. There is no limit to the number of SoftRater environments that you can have.

1. The Environment Name will be complete. No changes are needed.

2. Enter the file path where you want packages stored in the Package Location. Use the Test Environment option to have the location created for you.

3. Enter the DB Server name or IP address. This is the database server where the SoftRater database was restored or created.

4. The DB Server Type will be SQL Server .

5. The DB Catalog is the name of the SoftRater database restored in SQL Server.

6. The DB Catalog Type is SoftRater.

7. Enter the Query Buffer and Batch Query Block entries. DB Tablespace is not required.

8. Enter the DB User name and Password.

9. The Engine Type is Windows.

10. The Engine Location is the location of where you installed the SoftRater engine. You can use the machine name or IP address. Most SoftRater installations have a local engine location. If the engine location is not on the local machine, enter the server name or IP address where the IBFA engine is located. Do not change LOCALHOST to the name or IP address of the local machine.

11. Check if the engine location is a cluster and/or uses https.

12. The Engine EnvDef is the machine name if the engine is located on a different server. You can use the machine name or IP address.

13. Click Save.

Step 3 – 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 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.

1. From the Configuration Page, click the Virtual File Server Management link.

2. This will open the Virtual File Server Management window.

3. Enter the name ofthe server and a description. Take care when entering the server name. This field cannot be edited. If youhave made a mistake, you must delete and re-enter.

4. Click to add the server to the list. Enter as many servers as you need.
5. When you are finished, click Save to save your work and return to the previous screen.

Checking a SoftRater Database for Updates

All SoftRater databases can be checked for updates in IBFA.

1. SoftRater ->Explorer ->Subscriber ->Settings ->Environments.

2. Select the SoftRater environment with the database where you want to check for updates.

3. Click Test Environment.

4. When the database is being validated, either a green check mark is presented or an error message. The error message will indicate if an update must be run. For example, when validating an Oracle environment

5. DDL scripts for updates also can be found on the server where Insbridge was installed in the …\\Oracle\Insbridge\SoftRater\DDL  folder.

For example: C:\Program Files\Oracle\Insbridge\SoftRater\DDL\Oracle\Update