Difference between revisions of "BenSelect:Admin:Plugin:Overview"
From Selerix
(Plugs-ins Overview) |
(→Plug-in Configuration) |
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| − | =Plug-in | + | =Plug-in Configuration= |
Every plug-in currently created for the current case is in the grid on this page. You can sort the list by Plug-in Type, Name, Plug-in Component, or License, by simply clicking on the column heading you wish to sort by. | Every plug-in currently created for the current case is in the grid on this page. You can sort the list by Plug-in Type, Name, Plug-in Component, or License, by simply clicking on the column heading you wish to sort by. | ||
Plug-in Types include: | Plug-in Types include: | ||
;Reports : A plug-in that is used to extract data from the case | ;Reports : A plug-in that is used to extract data from the case | ||
| − | ;Imports : A plug-in that is used to bring data into the case from an external source, such as an Excel file. | + | ;Imports : A plug-in that is used to bring data into the case from an external source, such as an Excel file. You can also import a plug-in that was exported from another case. Note that you must change the Unique ID field before you can import the plug-in. (No need to change the Unique ID if you are exporting a plug-in from another site.) |
;Engines : A plug-in that is used to create a benefit plan of a non-standard type | ;Engines : A plug-in that is used to create a benefit plan of a non-standard type | ||
;Form Providers : A plug-in that is used to create a single sign-on (SSO) to a third party’s Evidence of Insurability site | ;Form Providers : A plug-in that is used to create a single sign-on (SSO) to a third party’s Evidence of Insurability site | ||
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You can also change the drop-down box to display all global plug-ins deployed on this site. | You can also change the drop-down box to display all global plug-ins deployed on this site. | ||
| − | To add a new plug in | + | To add a new plug-in, click the '''New''' button. |
| − | To edit any plug-in in the list, select the one you wish to edit and click the | + | To edit any plug-in in the list, select the one you wish to edit and click the '''Edit''' button. |
| − | To delete a plug-in, select the one you wish to delete and click the | + | To delete a plug-in, select the one you wish to delete and click the '''Delete''' button. |
| − | To import a plug-in from a file, click the Import button, and then, when prompted, use the | + | To import a plug-in from a file, click the Import button, and then, when prompted, use the '''Select File''' button to browse to the .plugin file on your computer you wish to import. |
| − | To export a plug-in to a file, select the file you wish to export, then click the | + | To export a plug-in to a file, select the file you wish to export, then click the '''Export''' button. |
Latest revision as of 16:29, 2 May 2022
Plug-in Configuration
Every plug-in currently created for the current case is in the grid on this page. You can sort the list by Plug-in Type, Name, Plug-in Component, or License, by simply clicking on the column heading you wish to sort by.
Plug-in Types include:
- Reports
- A plug-in that is used to extract data from the case
- Imports
- A plug-in that is used to bring data into the case from an external source, such as an Excel file. You can also import a plug-in that was exported from another case. Note that you must change the Unique ID field before you can import the plug-in. (No need to change the Unique ID if you are exporting a plug-in from another site.)
- Engines
- A plug-in that is used to create a benefit plan of a non-standard type
- Form Providers
- A plug-in that is used to create a single sign-on (SSO) to a third party’s Evidence of Insurability site
- Delivery
- A plug-in that specifies parameters for an FTP or sFTP report delivery
You can also change the drop-down box to display all global plug-ins deployed on this site.
To add a new plug-in, click the New button.
To edit any plug-in in the list, select the one you wish to edit and click the Edit button.
To delete a plug-in, select the one you wish to delete and click the Delete button.
To import a plug-in from a file, click the Import button, and then, when prompted, use the Select File button to browse to the .plugin file on your computer you wish to import.
To export a plug-in to a file, select the file you wish to export, then click the Export button.
