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BillMax Installation and Configuration Guide
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BillMax Installation and Configuration Guide

Table of Contents

1. BillMax Installation Guide
Software Requirements for Using BillMax
Optional Software Items for Using BillMax
Hardware Requirements for Using BillMax
Retrieving the BillMax Software Bundle
Installing the BillMax Software Bundle
Pre-installation Tasks
Installation Steps
Optional Steps for Purchased Versions of BillMax
2. Preliminary BillMax Configuration
Starting and Stopping the BillMax Daemons
Using billmax-admin
Starting the BillMax Daemons on Reboot
Accessing Configuration Options
Installing the BillMax License
Adding Authorized BillMax Users:
The Global Options
Configuring Electronic Funds Processing
Configuring Authorize.Net™
Configuring Verisign™ Payflow Link™
Configuring ECHO™
Configuring ICVerify™
Configuring Cybercash™
Configuring PTC™
Configuring Lists
The List Definition
Entering List Values
Configuring Resources
Configuring POP Regions
Configuring Terminal Servers
Examples of Setting up Resources, Terminal Servers and Service Definitions
3. Configuring BillMax Billing Parameters
Configuring a Virtual Company
Company Info
Company Options
Configuring Taxes
Tax Overview
Configuring Tax Rates
Configuring Usage Based Billing
Usage Based Billing Overview
Configuring Usage Based Billing
Configuring a Service Definition
Service Definition Overview
Prepaid Billing Plan
4. Configuring BillMax for Capturing RADIUS Accounting Records
5. Configuring the BillMax Customer Interface
Customer Interface (CI) Overview
System Architecture
System Architecture Overview
Security Considerations
CI Functions
New Customer Self Registration
Current Customer Self Maintenance
Initial CI Configuration
Configuring the ciparms list
Final Steps for Initial CI configuration
Understanding the tabledefaults table
Configuring Self-Registration for New Customers
Configuring Customer Registration Services
Configuring CI Data to POP
Configuring POP data
Registration Responses
Advanced CI topics
Working with the CI Templates
Managing Virtual Companies
Customizing the Registration Response
Replacing the CI Tree Pane
Determining a Customer's Sales Tax Region During Registration
CI Administration
Disallowed Names
Money Fields
Log Files
Trouble Shooting
CI Client/Server Protocol

List of Figures

2.1. BillMax Login Page
2.2. BillMax Login Page
2.3. BillMax Initial Page
2.4. BillMax License Page
2.5. BillMax Permissions Page
2.6. BillMax Permissions Page Showing Failed Login Attempts
2.7. Global Options Page
2.8. Global Options Graphic, URL and Text
2.9. BillMax Administer Lists
2.10. Manage List Definitions
2.11. cancelreasons List
2.12. BillMax Resources Page
2.13. BillMax Terminal Servers Page
2.14. BillMax Service Definition Resources
3.1. BillMax Company Info
3.2. BillMax Statement Header
3.3. BillMax Company Basic Options
3.4. BillMax Company Basic Options (continued)
3.5. BillMax Company Credit Card Processing Options
3.6. BillMax Company Delinquency and Notification Options Options
3.7. BillMax Statement Note Options
3.8. BillMax Company Advanced Options
3.9. BillMax Company Basic Options
3.10. BillMax Usage-Based Pricing Plans
3.11. BillMax Usage-Based Pricing Plan Details
3.12. BillMax Usage-Based Pricing Plan Options and Tiers
3.13. BillMax Service Definition Part 1
3.14. BillMax Service Definition Part 2
3.15. BillMax Service Definition Field Descriptions
3.16. Service from Servdef
5.1. BillMax Customer Interface Setup
5.2. BillMax Customer Interface Configuration
5.3. BillMax ciparms list - Part 1
5.4. BillMax ciparms list - Part 2
5.5. BillMax ciparms list - Part 3
5.6. BillMax Table Defaults for Online Registration
5.7. BillMax Customer Registration Services
5.8. BillMax Customer Data To POP
5.9. BillMax Online Signup POP Data
5.10. BillMax Online Signup Answer Template

List of Examples

2.1. Single Name Space, Duplicate Values Allowed.
2.2. Single Name Space
2.3. Single Name Space with Terminal Servers
2.4. Two Name Spaces with 4 Terminal Servers
3.1. Usage Billing Interaction with Epaydays and Prebilldays
3.2. Examples for the field stype
5.1. Determining a Customer's Sales Tax Region When Using the Customer Interface for Self-Registration
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Document Revision A for BillMax 2.2.0   -   Copyright © 1997-2006 The iSpark Group, Inc.

All rights reserved. No part of this documentation may be reproduced or transmitted in any fashion without written permission by The iSpark Group, Inc. This documentation is for the sole use of licensees of the BillMax billing software created by The iSpark Group, Inc. Making the documentation available to a non-licensee of BillMax without written permission of The iSpark Group, Inc. is a violation of the use of this documentation.

While precautions have been taken in the preparation of this documentation, The iSpark Group, Inc. assumes neither liability nor responsibility for errors or omissions, or for damages resulting from the use of the information contained herein.

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Comments about this documentation may be sent to doc@billmax.com