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Proceed only if you have installed CAS on your Ubuntu server.
Please see: Installation - Step1: CLI mode for those instructions.
Login to your CAS Server VPN
This process will vary by client OS. There’s no “one way” to do it, but connecting to the CAS .
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Overview
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Acquire your GB API key.
The API key is required to operate your software. It enables communication with our corporate licensing systems & tracks the sales numbers used to calculate your monthly invoices.
No private information is collected.
No customer information is collected.
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Configure OpenVPN access to your CAS server.
Connecting to the CAS via VPN must succeed to proceed. The VPN protects your server from malicious attack (and loss of funds), and this security should be established from the very beginning of installation.
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OpenVPN Community Guide (reference):
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https://openvpn.net/community-resources/how-to/
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Alternate method using Cloudflare: https://generalbytes.atlassian.net/
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Navigate with your browser to your CAS server
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You'll receive a security warning when you navigate to the CAS web page for the very first time. This is normal and expected. Read here for more informationMore about "Insecure Browser Connections".
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IMPORTANT: Update and use the latest browser version to keep the server access secured! |
Open your favorite browser and key in the IP address of your admin VPN Admin interface suffixed by ":7777/"..
The Admin interface IP can be positively identified on your server using “batm-manage info”.
Example: https://10.3.2.2:7777/
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Fill in the requested info. Required items are marked with a red asterisk “*”.
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The Admin User will have complete control of the system. They will also be required to complete administrative tasks on a regular basis - unless another “Admin User” is created (later).
The Username and Password will be required for logins.
Organization Details can be adjusted to meet your needs.
The GB API Key is located on your Partner page: https://generalbytes.atlassian.net/l/cp/jrQ0BSgk
First Terminal Details will enable CAS to sketch out the basic default settings for your first BATM Terminal. It makes no difference which Serial Number you enter, as long as you own it.
Any remaining Serial Numbers can be added after your first login.
Click SUBMIT.
First login:
After you SUBMIT the FastTrack, you’ll be brought to the first login screen:
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Login using the login credentials that you created in FastTrack Installation.
2FA will NOT be enabled until after the first login (assuming you enable it).
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Add 2FA verification!
Turn on 2FA (Two Factor Authentication) after you successfully login! Again, your money is counting on you to protect it – so avail yourself of every opportunity to use any tools provided to accomplish that.
Two factor authentication is a system that forces you to prove your identity twice. Once with the password (that you changed in the previous step – right?), and a second time with a different method. Some parts of the CAS installation process require 2FA to be active - so get it done before moving on.
The method used by CAS is a RFC 6238 compliant implementation of Google Authenticator. This free app is available on the Google Play store. It provides you with a time-based rolling code to enter (in addition to your password) when you login to CAS.
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You will need to configure CAS settings to do sales & purchases. This section covers the most very basic setup you'll need to perform to get functional fast.
Customization
Defaults have already been created.
CAS is based on a MySQL databaseutilizes MySQL. It creates a new database when first started. Certain defaults are created during installation, but there are some entries that require your input to proceed. These entries need only be created once in most instances. Whether you have one, or a hundred terminals, you must configure these items. It would be wise to spend some time here and configure them properly the first time.
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Don't delay
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The CAS has an automatic timeoutCAS automatically timeouts in 60 minutes (default). You will be logged out and lose any unsaved changes if you leave the CAS unattended. Make sure you are prepared to enter all of the required information before before changing a setting.
Get your information ready:
Are you in the US, UK, or EU? Have you formed an AML/KYC plan?
Watch the General Bytes CAS Installation & Setup videos on YouTube.
Your GB API key:
The API key is required to operate your software. It enables communication with our systems & tracks the sales numbers used to calculate your monthly invoices.
No private information is collected.
No customer information is collected.
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First things first!
any settings. Save often.
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Common adjustments:
These items are automatically created, but you should customize the following items to accurately describe reflect your Operation:.
Organization: enter your business details, time zone & global settings.
Person: customize your administrative account details.
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These settings must be customized before a BATM (“Terminal”) should be publicly deployed:
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Your default BATM/Terminal
After the previous items are completed, you are ready to deploy your first terminalBATM/Terminal.
You may install up to the licensed number of BATMs/Terminals using only ONE SERVER .
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(CAS).
e.g. You do not need 5 servers for 5 BATMs. 1 server (CAS) works for all 5/50/500 BATMs.
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CAS Introduction
Click here to get comfortable with your new software: https://generalbytes.atlassian.net/l/cp/9UtnvVm1