Real-Time Account Configuration

On this screen, you can set up your Real-Time account for the first time or review your existing account settings. Although most settings are editable, do not change them unless an Applied Support technician instructs you to do so. These settings affect all users’ ability to access Real-Time workflows.

To access Real-Time Account Configuration, do the following:

1. Access the Configure area.

   From the Home screen, do one of the following:

   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

   From any other area of the program, do one of the following:

   • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.
2. Click Real-Time on the navigation panel or Areas > Real-Time on the menubar.
3. Click Account on the navigation panel.

Set Up a Real-Time Account

Before you can use Real-Time to run transactions, you must configure a Real-Time account, which requires an Agency ID and password.

• If you are a first-time user, contact TSrequests@appliedsystems.com to obtain your Agency ID and password.
• If you have migrated to Applied Epic from Applied TAM, Applied Vision, or Applied DORIS and you used Real-Time in your previous system, you can use your existing Real-Time credentials.

The system attempts to configure your account information automatically as soon as you start the configuration process. If you have not already configured a Real-Time account, you will be prompted to set one up.

1. When prompted to create an account, click Yes.
2. The Real-Time Account Setup window displays. Click the Setup button and enter your Real-Time Account ID and Account Password.
3. Enter your Proxy Server Settings:
• Use automatic proxy settings (recommended): If your agency uses a proxy server to access carrier websites, Applied recommends leaving this radio button selected to allow the system to detect your settings automatically.
• Use manual proxy settings: If you or another person at your agency is responsible for maintaining proxy information, select this option and enter the Address, Port, Proxy ID, Proxy password, and Proxy bypass list to use manual settings.
• Do not use proxy settings: If your agency does not use a proxy, Real-Time bypasses proxy settings and attempts a direct connection.
4. Click Setup again to begin the configuration process for individual companies.
5. In the Real-Time Company Codes pop-up window, select the product with the code you want to edit.
   
   Click the Edit button to the left of the list or double click the product. To look up a company code, select the product and click the Lookup button. Select the company from the list that displays in the pop-up window.
6. Update the information in the Edit code(s) field. You can enter multiple codes for companies with more than one code in your system. Separate the codes with semicolons.
7. Click Apply. The configuration results display in the Results frame.
8. Click Finish to save your account settings.

Manage Your Real-Time Account Settings

Unless specifically instructed by Support, do not alter the default Proxy Server Settings, Data Store, or Override Settings.

The Connection Information section displays the site for which the account is configured.

1. Change the Proxy Server Settings if necessary.
• Use automatic proxy settings (recommended): If your agency uses a proxy server to access carrier websites, Applied recommends selecting this radio button to allow the system to detect your settings automatically.
• Use manual proxy settings: If you or another person at your agency is responsible for maintaining proxy information, select this option and enter the Address, Port, Proxy ID, Proxy password, and Proxy bypass list to use manual settings.
• Do not use proxy settings: If your agency does not use a proxy, Real-Time bypasses proxy settings and attempts a direct connection.
2. If you need to associate predefined issuing company codes in your system with the Real-Time product list, click the Account Update button in the Data Store section. If multiple codes are configured for a single product, separate them with semicolons. However, the codes themselves cannot contain semicolons, commas, or tildes. The Last config date field displays the last time you ran the Account Update.
3. If you have an inquiry about your account or need to retrieve Real-Time account information, select Click here to access Online User Administration Site. If you have forgotten your administrator password, select Retrieve Online User Administration password.
4. Your agency’s predetermined XML setup for Real-Time displays in the Override Settings section. If your agency has its own custom settings for Real-Time, select the Use Personal Settings for Transformation Settings checkbox.
5. Enter or edit override settings in the text box if necessary.
6. If an Applied Support technician has instructed you to do so, click Delete Cache. Do not click the Delete Cache button under any other circumstances.
7. Click Update Settings to save the changes you made to the selected Real-Time site.