Configure Customer Portal for Debian

  1. Note: During this process you will be prompted to enter a password or pass phrase. Be sure to supply the same password everywhere prompted.
    Generate a SSL certificate to be used for encryption of data between the Customer Portal and the Customer Portal daemon (Edge) and create the bx_edge Debian Service used to manage the edge daemon.
    1. As root user, execute /usr/local/billmax/bin/setup_edge
    2. Enter a value for all prompts except: Organizational Unit Name, Challenge password, and Company name.
  2. Generate a new application encryption key. As the billmax user, execute:
    1. cd /usr/local/billmax/portal.v2
    2. php artisan key:generate
  3. Each client portal instance requires a Remote Application entry. To create an entry, perform:
    1. Select System Administration > Remote Applications from the Main Menu.
    2. Select New from the Context Menu.
    3. Enter Name.
    4. Enter Description.
    5. Choose Customer Portal for Type.
    6. Enter Portal URL. This is base URL for portal. Specify the https://<portal-host>/<path-to-portal>. This is used in email links for the forgotten password and login id recovery tasks as well as the statement and invoice emails.
    7. Choose Company and Customer Profile. These values are used only for new customer registrations.
    8. Enter Application Login Name and Application Password. These will be used by the Customer Portal client software to authenticate access to the Customer Portal Server.
    9. Modify the Customer Portal Login Parameters as required. Note that the security questions and CAPTCHA options are presently not used in the new portal.
    10. Click Save.
  4. Edit /usr/local/billmax/portal.v2/config/edge.php. Enter the username and password using the value specified in Application Login Name and Application Password previously entered via the Staff Portal. Make sure the server entry has the correct name or IP address and port. You may configure other settings in this file as needed.
  5. Start the edge service. As the root user:
    1. systemctl start bx_edge
  6. Test functionality by pointing a browser at https://<billmaxserver>/testportal where <billmaxserver> is the address of the BillMax server. A view similar to what is shown below indicates success. If you get a permission error, check zbillmax.conf in /etc/httpd/conf.d. In the /usr/local/billmax/html section, change AllowOverride None to AllowOverride All and restart the Apache server.
  7. Click Login to test access to the edge service. Enter a user name and password. The credentials exists in BillMax on user (location) records.