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

  2. Click Install. A progress screen will be displayed.
  3. When complete, click Close.
  4. In order for OBI Publisher to be available to users, you must start the Insbridge Message Service. The Insbridge Message Service can be started from IBFA or from the Server Manager in Windows Server.

Note: The location and port for OBI Publisher is http://localhost:9704/xmlpserver/. This information may be needed if you have to make a request to your company’s infrastructure and request the security team to open the ports used by Publisher.

OBI Security

The OBI Publisher requires a default User ID and password to be entered in IBFA. OBI is required to create certain reports in RateManager. Users will receive error messages if the OBI Publisher Credentials are not completed.

OBI Publisher Credentials

  1. On the left side menu, select SoftRater ->Explorer.
  2. Locate the OBI Publisher Credentials.
  3. Enter the default user name and password. User ID: Administrator, Password: Administrator
  4. Click Save to save your entry. Click Save prior to exiting the page.

Updating OBI Publisher Password

You can immediately update the OBI Publisher password if you want. The password must be updated in OBI Publisher and then in IBFA.

  1. Enter the OBI Publisher console. http://localhost:9704/xmlpserver where localhost is the machine where IBFA/RM is installed.
  2. Select the Admin tab.
  3. Under Security Center, select Users.
  4. Select the administrator Username.

    Administrator Username

  5. Enter a new password and click Apply. This updates the Administrators password.
  6. Sign out of OBI Publisher.
  7. Enter IBFA.
  8. Open the SoftRater Explorer Configuration window. Enter the same password in the OBI Publisher Credentials.
  9. Click Save. The password has been updated.

Note: A login screen is displayed on IBFA for new installs. An upgrade will not reset the current security setting. For example, if a login was not required for IBFA, upgrading to release 04.09.xx will not change that. Please see the Insbridge Upgrade Guide for more information.