Configure ContactManager-to-BillingCenter authentication

Guidewire recommends that you change the user name and password that ContactManager uses to authenticate with BillingCenter.

Procedure

  1. Start the BillingCenter server.

    At a command prompt, navigate to the BillingCenter installation folder and enter the following command:

    gwb runServer
  2. Log in as a user who can create new BillingCenter users.
    For example, log in with user name su and password gw.
  3. Create a user role with all the permissions that enable working with clients whose contact information is stored in ContactManager. The permission codes are acctcntcreate, acctcntdelete, acctcntedit, plcycntcreate, plcycntdelete, plcycntedit, prodcntcreate, prodcntdelete, prodcntedit, and soapadmin.
    1. Click the Administration tab, and then navigate to Actions > Roles.
    2. On the Roles screen, click New Role.
    3. For Name enter Client Data Admin.
    4. For Description enter Permissions for virtual user required by ContactManager for updating contacts.
    5. Below the Description field, click Add.
    6. Click the Permission field and choose Create account contact from the list.
    7. Repeat the process for the following permissions. For each permission, click Add and choose the permission from the drop-down list:
      • Create policy contact
      • Create producer contact
      • Delete account contact
      • Delete policy contact
      • Delete producer contact
      • Edit account contact
      • Edit policy contact
      • Edit producer contact
      • SOAP administration
    8. Click Update to create the new Client Data Admin role.
  4. On the Administration tab, navigate to Actions > New User.
  5. Enter the following values for a new user named CMUpdateBC:

    Name

    Value

    First Name CMUpdate
    Last Name BC
    Username CMUpdateBC
    Password Xc8899Lm
    Confirm Password Xc8899Lm
  6. Click Add User Role.
  7. Click the Name list and choose Client Data Admin.
  8. Click Next. and add some fake data for the required fields Address, City, Country, Primary Phone, and the telephone number for the type of primary phone you selected.
  9. Click Next.
  10. Click Finish.
  11. Start Guidewire Studio for ContactManager.

    At a command prompt, navigate to the ContactManager installation folder and enter the following command: 

    gwb studio
  12. In the Project window, navigate to configuration > gsrc, and then navigate to wsi.remote.gw.webservice.bc.BCConfigurationProvider.
  13. Double-click BCConfigurationProvider to open it in the editor.
  14. Change the Username and Password definition in the configure method.
    For example, define Username and Password to be CMUpdateBC and Xc8899Lm, as follows: 
    override function configure( serviceName : QName, 
                             portName : QName, 
                             config : WsdlConfig )  {
  config.Guidewire.Authentication.Username = "CMUpdateBC"
  config.Guidewire.Authentication.Password = "Xc8899Lm"
}
  15. In the Project window, the bc1000.wsc web services collection is at the same level as the BCConfigurationProvider class. Double-click bc1000.wsc.

    Alternatively, you can press Ctrl+Shift+N and enter bc1000, and then double-click bc1000.wsc in the search results.

  16. In the editor, select the following resource: 
    ${bc}/ws/gw/webservice/bc/bc1000/contact/ContactAPI?wsdl
  17. Ensure that the Settings tab has the Setting Type for ConfigurationProvider set to wsi.remote.gw.webservice.bc.BCConfigurationProvider, the class you just edited.
  18. With BillingCenter still running, above the Settings tab, click Fetch to update the web service’s WSDL file.
  19. When the update finishes, stop the ContactManager server and then restart it to pick up this change.
  20. Log in to BillingCenter as a user with permission to work with the Contacts screen for accounts, such as the user su with password gw.
  21. Add a contact stored in ContactManager to an active account. For example:
    1. Open an active account, such as the sample account named Standard Account, and, in the Sidebar on the left under Actions, click Contacts. The Contacts screen opens.
    2. Click Edit, and then click Add Existing Contact.
    3. Search for a contact that has the Client tag set in ContactManager, such as the sample Person contact Stan Newton. If necessary, log in to ContactManager and add a Client tag to a contact.
    4. Click Select for a contact that the search results list says is stored in ContactManager.

      The value of the contact’s External field must be Yes.

    5. BillingCenter adds the selected contact to the list of contacts on the Contacts Edit screen.
    6. Click Update to add the contact to the account.
  22. Log in to ContactManager as a user who can work with contacts.
    For example, log in as the sample user aapplegate with password gw.
  23. Make a change to the contact that you added to the account, such as entering a different address, and click Update to save the change.
  24. Back in BillingCenter, on the Contacts screen, select the contact you added and ensure that the data has changed for that contact.