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Setup EBICS at PostFinance test platform
########################################
In this tutorial, we will set up one EBICS 3 account at the PostFinance
test platform, in order to test the ``postfinance`` dialect from ``libeufin-nexus``.
The first requirement is to create one account `there <https://isotest.postfinance.ch>`_.
It is advised to set the language as English, as this tutorial is meant
for the international audience.
Set the language in the drop-down menu and navigate to the registration
section as it is shown below:
.. image:: set-english-and-register.png
Even if the above page doesn't welcome you in English, the two boxes in the
screenshot will still hold their position, so please look for box #1 to
set the language and for box #2 to get the page that offers to register.
After a successful registration, an IBAN needs to be associated with
the user just created. Likely after the first login, the following
page should appear. Click then on box #2.
.. note::
The navigation bar in the screenshot below is ubiquitous,
so click on box #1 if the depicted page did not show up automatically.
.. image:: no-accounts.png
If the following page appears, please obtain a checksum-valid but fictitious
Swiss IBAN and enter it as indicated by box #1 and then save it (box #2).
.. _my-iban:
.. image:: set-IBAN.png
If the bank responds with a successful message, the next step is to enable
EBICS 3 and set the format of the ISO20022 documents.
.. note::
There is no "use EBICS 3" setting since EBICS 3 is a "side effect"
of choosing one particular ISO format for banking records.
To use EBICS 3, click the navigation bar item highlighted in the
following screenshot.
.. image:: set-ISO-2019-0.png
The following page should appear, where the ISO format can be specified
as it is depicted in the following screenshot.
.. image:: set-ISO-2019-1.png
After having saved the setting, proceed now to set the flavor
of payment confirmations. This setting instructs the bank to define
particular XML nodes when it releases the payment confirmations. Even
if each document is ISO20022, this step is essential because ISO20022
has many optional fields and client and bank must agree on which fields
appear in the documents.
Hover on box #1 and then click on box #2.
.. image:: camt.054-style-0.png
If the following page appears, please set everything as it is shown below:
.. image:: camt.054-style-1.png
.. _get-ebics-ids:
The last step is to retrieve the user's EBICS identifiers, namely the
EBICS user and partner IDs. Hover on box #1 and then click on box #2.
.. image:: get-EBICS-IDs-0.png
At the first access, the following page should appear. Simply create
EBICS access and continue to the next step.
.. image:: enable-EBICS.png
After having obtained the following page, finally the EBICS identifiers
are shown in box #1.
.. image:: get-EBICS-IDs-1.png
Finally, box #2 contains the bank keys fingerprints. These are
important to check that the client, along the keying process, has obtained
the right bank keys.
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