Installing Billing and Collection

Follow the instructions below to install and configure Billing and Collection v2.3.0.

Prerequisites

Before installing or upgrading to Billing and Collection v2.3.0, make sure the following are already installed:

  • HPFI v22.1.0

  • SySDigitalSolutionPackages v21.2.2301

  • Core Insurance Master v2.3.0

IMPORTANT!  
If you already have Billing and Collection Import v2.2.0 installed, then you need to install Billing And Collection Import Upgrade v2.3.0 instead.

Below you can find instructions for clean installing or upgrading to Billing and Collection v2.3.0.

Install the following packages, in this exact order:

  1. Billing and Collection v2.3.0

  2. Billing and Collection Import v2.3.0

Follow the steps below:

1. In Innovation Studio, import and install the Billing and Collection digital solution by following the standard procedure.

2. After installing the Billing and Collection digital solution, run the SQL scripts from Billing and Collection folder.

3. After installing the Billing and Collection v2.3.0 digital solution, perform the following configurations:

3.1 Check System Parameter value:

3.1.1 - In Innovation Studio, set your context to Core Insurance Master digital asset as described in the Editing Digital Assets page.

3.1.2 - Go to Main Menu > Admin > System Parameters.

3.1.3 - Search BillingUsed parameter and open it for edit.

3.1.4 - Set the value to 1. Next, click Save and close to enable the use of Billing and Collection solution.

3.2 Add vault keys for Portal app-settings:

Copy 
Attention!
Add/modify the Vault keys for the Portal app-settings:
Identify the following keys and add their values with your SMTP information:
{
"baseUrlApi": "PORTALAPI_URL *",
"clientApi": "yourClient",
"userApi": "yourUserName",
"passwordApi": "youUserPass",
"SMTP:Port": "***",
"SMTP:Host": "***",
"SMTP:EnableSSL": "0",
"SMTP:User": "***",
"SMTP:Password": "***",
"DefaultFromEmail": "***"
}
* URL of the portal site using EBSDefaultAuthentication = EBS
*** = your SMTP information

3.3 Add vault keys for Innovation Studio app-settings:

Copy 
Attention!
Add/modify the Vault keys for the Studio app-settings:
Identify the following keys and add their values:
{
"SMTP:Port": "***",
"SMTP:Host":"***",
"SMTP:EnableSSL":"0",
"SMTP:User":"***",
"SMTP:Password":"***",
"DefaultFromEmail":"***"
}
*** = your SMTP information

3.4 Add vault keys for Job Server app-settings:

Copy 
Attention!
Add/modify the Vault keys for the Job server app-settings:
Identify the following keys and add their values with your SMTP information:
{
"UploadFolder": "yourPath:\Sites\UploadEBS",
"AttachmentPath": "yourPath:\Sites\UploadEBS",
"FileUploadWhiteList": ".pdf,.doc,.docx,.els,.jpg,.jpeg,.xlsx,.dll,.ppt,.pptx,.txt,.png,.ttf,.xml",
"baseUrlApi": "PORTALAPI_URL *",
"clientApi": "yourClient",
"userApi": "yourUserName",
"passwordApi": "youUserPass",
"SMTP:Port": "***",
"SMTP:Host": "***",
"SMTP:EnableSSL": "0",
"SMTP:User": "***",
"SMTP:Password": "***",
"DefaultFromEmail": "***",
}
*  URL of the portal site using EBSDefaultAuthentication = EBS
*** = your SMTP information
IMPORTANT!  
The UploadFolder and AttachmentPath keys are not needed for a job server installed as an web app. Instead, use the standard configuration steps to allow the job server access to the blob storage used by the other sites (to the same UploadEBS folder).

4. Follow step 1 to import and install the Billing and Collection Import v2.3.0.

5. After installing the Billing and Collection Import v2.3.0 digital solution, run the SQL scripts from the Billing and Collection Import folder.

6. After installing the Billing and Collection Import v2.3.0 digital solution, perform the following configurations:

6.1 Approve all Insurance Parameters as described below:

6.1.1 - In the Portal, go to Main Menu > Settings > Insurance Parameters.

6.1.2 - Select a Parameter record and open it for edit.

6.1.3 - Use the status picker, from top left corner, to change the parameter status from Draft to Approved.

6.1.4 - Repeat for all Insurance Parameters in Draft status.

Upgrade to the following packages, in this exact order:

  1. Billing and Collection v2.3.0

  2. Billing and Collection Import Upgrade v2.3.0

Follow the steps below:

1. In Innovation Studio, import and install the Billing and Collection v2.3.0 digital solution by following the standard procedure.

2. After installing the Billing and Collection v2.3.0 digital solution, run the SQL scripts from Billing and Collection folder.

3. After installing the Billing and Collection v2.3.0 digital solution, perform the configurations described at step 3, inside the clean install section.

4. Follow step 1 to import and install the Billing and Collection Import Upgrade v2.3.0.