A) Getting Started

OCAS-LMS envisages three types of users:

  • Bank Employees
  • Contact Centre executives
  • Sales Partners

Users are created as per the 'maker-checker' concept. Once approved, the username and password will be sent over email and SMS to the concerned user.

The following table illustrates the role-types which can create users of various role-types:

S. No. Role Type Maker Checker
1 Controller (Corporate Centre) Central Administrator (at GITC) Central Administrator (at GITC)
2 Administrator Central Administrator (at GITC) Central Administrator (at GITC)
3 Operations Manager for Contact Centre Central Administrator (at GITC) Central Administrator (at GITC)
4 Controller (Circle) Administrator(at LHOs) Administrator(at LHOs)
5 Controller (Network) Administrator(at LHOs) Administrator(at LHOs)
6 Controller (Module) Administrator(at LHOs) Administrator(at LHOs)
7 Controller Administrator(at LHOs) Administrator(at LHOs)
8 Branch head Administrator(at LHOs) Administrator(at LHOs)
9 Sales executive (Branch) Administrator(at LHOs)/Branch Head Administrator(at LHOs)
10 Sales team head Administrator(at LHOs) Administrator(at LHOs)
11 Sales executive (Sales team) Administrator(at LHOs)/Sales Team Head Administrator(at LHOs)
12 Car Dealer Administrator(at LHOs) Administrator(at LHOs)
13 Builder under tie up arrangement Administrator(at LHOs) Administrator(at LHOs)
14 Supervisor (at Contact Centre) Operations Manager at Contact Centre Operations Manager at Contact Centre
15 Tele-caller Supervisor (at Contact Centre) Operations Manager at Contact Centre

2. At first login OCAS-LMS will prompt the user for mandatory change of password. The steps to be followed are provided in detail with screen shots in the "User Manual" link available after login Page.

3. If the user forgets her password, he/she has to use the link "Forgot Password" given in login page, and enter the username. A new password link will be sent to the user's email ID registered with OCAS-LMS at the time of user creation.

4. If the user faces any problem in accessing OCAS-LMS, he/she may refer to "System Requirements" section given below for modifying the system settings.

B) System Recommendations

System Recommendations

We strongly recommend using the settings listed below, for a smooth, glitch free experience of OCAS-LMS.

  • Computer (PC) with Internet/Intranet Connectivity
  • Recommended Screen resolution is 1366 X 768
  • System should have at least 512 MB RAM but recommended is 2 GB RAM
  • Compatible with PCs running on Windows XP, Windows 7 or Windows 8, Linux, Mac
  • OCAS-LMS is compatible with all major browsers : Internet Explorer 8 and above, Mozilla Firefox, Chrome, Safari, Opera
  • Click here for Mozilla Firefox Browser Installation help in case Mozilla Firefox browser is not available
  • Compatibility View settings may be checked if website is not opening properly in IE8
  • Configure the browser cache. 99% of problems are due to incorrect "cache" browser set-tings.
  • Configure cookies, JavaScript, pop-up blocker.
  • DO NOT try to open more than one browser window while you are logged into the system. It is desirable to logout and then login again.

Checking version of Internet explorer browser

  • Click on Internet Explorer browser.
  • Click on symbol on right top corner indicated with red arrow.
  • Click on “About Internet Explorer”
  • Version of Internet Explorer will be displayed

Compatibility View settings in Internet Explorer 8

  • From the Menu bar select "Tools"
  • From the dropdown select "Compatibility View Settings"
  • Uncheck "Display intranet sites in Compatibility View"
  • Click "Close"

C) PC Browser Cache Settings

99% of technical problems are due to incorrect browser "cache" settings.

The browser cache stores pages downloaded to the computer from the Internet. Whenever a user is working on any application, it is continually updating and storing pages in a database that is on a remote server, not locally on the computer. Consequently, the browser must be set to always go out to the remote server and get new pages from the remote server, and to not use old pages stored on the computer. Otherwise errors will occur.

Changing Internet Explorer Cache Settings (PC)

  • Click on the Tools menu >select Internet Options
  • Click on the General tab >under Browsing History, click on the Delete button.
  • In the Temporary Internet Files area, click the "Delete Files" button to clear the cache. Close that window.
  • Next, click on the Settings button (still in General > Browsing History area) and under Temporary Internet Files check the option "Every time I visit the webpage."
  • Change "Days to keep pages in history" to 0.
  • Click the OK button at the bottom of the Settings window.
  • Click the OK button at the bottom of the Internet Options window.

Changing Mozilla Firefox Cache Settings (PC)

  • Click on the Tools Menu and select Options
  • Click on the "Advanced" icon >"Network" tab to view the settings.
  • Click on the "Clear Now" button.
  • Click on the OK Button
  • Open a browser window, delete the address in the URL bar and type "about:config". Press the Return key to see Firefox settings.

NOTE: do not include the http prefix here

  • Scroll down to browser.cache.check_doc_frequency. It should be set to Value "3". If not, double click on the text and in the resulting dialogue box, enter "3" and click OK.

  • Close window, exit and restart Firefox to give effect to the changes.

D) Browser Tune up - IE and Firefox Enable Javascript and cookies, and disable pop-up blocking

User should perform the following adjustments to optimize the browser for use with OCAS-LMS.

Enable Java & Javascript as follows:-

User will need to perform the following adjustments:

For Internet Explorer

  • From the Menu, select Tools
  • Select Internet Options >> Security >> Custom level
  • Scroll down to 'Scripting' (near the bottom of the list)
  • Select 'enable' for Active Scripting
  • Click OK
  • Continue on to Step 2: Enable Cookies as detailed below

For Firefox

  • From the Tools menu, select Options
  • Click on the Content icon
  • Make sure the "Enable Java" and "Enable Javascript" checkboxes are selected
  • Be sure "Block pop-up windows" is NOT checked
  • Continue on to Step 2: Enable Cookies as listed below

Enable Cookies

For Internet Explorer

  • Select "Internet Options" from the Tools menu
  • Click on the "Privacy" tab
  • Manually slide the bar down to "Medium" (3rd up from bottom) under "Settings"
  • Click "OK"

For Firefox

  • From the Tools menu, select Options
  • Click on the Privacy icon
  • Select "Firefox will : Use custom settings for history"
  • Tick in the box "Accept cookies from sites"
  • Click "OK"

E) FAQs

Which web browser should I use to access OCAS-LMS?

OCAS-LMS is compatible with the following web browsers:

  • Internet Explorer for Windows, version 9 or higher
  • Firefox (Windows or Linux)
  • Chrome, Safari, Opera

Internet Explorer 9 and Mozilla Firefox can be downloaded from OCAS homepage, in case those browsers are not available in your PC/Laptop.

Which operating system works best with OCAS-LMS?

Any operating system, which allows the use of the most recent Firefox or Internet Explorer browser, works with OCAS-LMS. This includes Windows XP, Windows Vista, Windows 7 and Linux.

Which operating system works best with OCAS-LMS?

Any operating system, which allows the use of the most recent Firefox or Internet Explorer browser, works with OCAS-LMS. This includes Windows XP, Windows Vista, Windows 7 and Linux.

How do I change my password?

To change your password, login to OCAS-LMS->Change Password->enter old password, new password, modify password. Be sure to submit your changes by clicking SUBMIT button.

What should I do if I have forgotten my password?

Click on "Forgot Password" button and enter username as required and click on Go button. You will receive a link to know the password on your registered email account if the username provided is correct.

Whom should I contact if I have technical problems in using OCAS-LMS?

If you encounter any technical problem please send a mail to "support.ocas@sbi.co.in"

Why am I unable to log on to OCAS-LMS sometimes?

  • User ID (OCAS-LMS) may be incorrect / may be deactivated.
  • Password may be incorrect.

In case of any difficulty in logging in please contact Branch/MPST/HLST Head (Bank Employees) or sales supervisor/operation manager (Contact Centre executives) or Circle administrator (Sales Partners)

What credentials do I provide for logging into OCAS-LMS?

You may login with the username and password sent to your registered email-id (email@sbi.co.in if you are an SBI employee).

How will I receive any communication / notification from OCAS-LMS?

All communications/notifications from OCAS-LMS will be sent by e-mail and/or SMS to the email ID and mobile no furnished in your profile at the time of registration.