Setting up Folder and Directory Structures

Note:

The following are technical functions, and are done once, viz. at the time of setting up the environment.

Create physical folder structure

On the web and application servers (including batch), create the physical folder structure that will contain the PDF, HTML or DOC statement files.

Insert record in system control table

Insert a record for each of the documents into the system control table under Income Administration, as shown below.

The identifiers for these records MUST be the following:

Document                     Identifier

Membership Certificate   NEWENTRCERT

Benefit Statement          BENSTATEMENT

Scheme Rules               SCHEMERULES

Summary Rules             SUMMARYRULES

Notices                        NOTICES

A text value must be set for each of these identifiers.  The text values must point to the actual folders that you have created for each of the statement files.

Create virtual directories

Using Internet Service Manager, create six virtual directories, called SCHEMERULES, SUMMARYRULES, NOTICES, NEWENTRCERT, BENSTATEMENT and INVESTINFO.  The local path of each of these virtual directories must point to the relevant folders that you have created.

Create new folder structure

Note:

The following is done per scheme that is enabled on the member website.

For each scheme for which these documents must be displayed, create a new folder under the existing folder structure.

Each new folder must have the scheme’s number as the name, e.g. for scheme number 1865, create the following:

..\newentrcert\1865\ 

..\statements\1865\ 

..\schemerules\1865\

..\summaryrules\1865\

..\notices\1865\

.. \investinfo\1865\

Place documents in folder

The documents that are to be displayed must be placed in the ..\schemerules\1865\ folder.

Notes

1.   If free-form text is required for the benefit statement or membership certificate (refer to Benefit Statement or Membership Certificate under Customization), any or all of the following TXT files (as required) must be placed on the web server:

c:\INpensions\Customised\statements\1865\1865_top_english.txt
c:\INpensions\Customised\statements\1865\1865_middle_english.txt
c:\INpensions\Customised\statements\1865\1865_bottom_english.txt

If an image is required to be linked to the header of the benefit statement or membership certificate, it must be provided as a JPG file and placed on the web server:

c:\INpensions\Customised\statements\1865\1865_logo.jpg

The logo will be applied to the member and reporting site.

Note:

Replace "1865" in the above examples with the relevant scheme code.

Replace "english" in the above examples with the required language.  If the required language does not exist on the translation tables, the free-form text will not be displayed on the benefit statement.  Refer to

Auxiliary Activities

Language Translation

2.   When selecting a document via the website option, a listing of available files will be displayed for selection.