Credit Card Processing 6.0 User s Guide IC VERIFY Edition

Size: px
Start display at page:

Download "Credit Card Processing 6.0 User s Guide IC VERIFY Edition"

Transcription

1 Credit Card Processing 6.0 User s Guide IC VERIFY Edition

2 Credit Card Processing , Mekorma Software Solutions - All Rights Reserved Table of Contents INTRODUCTION...5 Overview... 5 Product Features... 5 Requirements... 5 About IC VERIFY... 5 CREDIT CARD PROCESSING BASIC ARCHITECTURE: IC VERIFY EDITION...6 CCP-to-IC VERIFY and Back... 6 CCP and IC VERIFY Setup What Can, And Can t, Go Where... 7 CREDIT CARD PROCESSING INSTALLATION: IC VERIFY EDITION...11 IC VERIFY Things You Need to do Only Once Install IC VERIFY Multi-User Request File Processor Software on a Server or Workstation IC VERIFY Things You May Need to do More than Once IC VERIFY Merchants IC VERIFY Merchant Data Directories IC VERIFY Merchant Identifiers IC VERIFY SET File Contents ICSETUP.EXE Hardware Tab ICSETUP.EXE Merchant Information Tab ICSETUP.EXE Options Tab CCP INSTALLATION AND CONFIGURATION...19 General Installation Acquiring and Running the CCP Installation Program Installing CCP Using the CCP60_Bxx.EXE Module (All Machines) Configuring the CCP Registration screen (One Time Only; 1 st Machine) Initializing Your CCP System (Once Per Company; 1 st Machine)... 20

3 Credit Card Processing 3 Registering your CCP Software (Once Only; 1 st Machine) Configuring the CCP Palette (Once per Company; 1 st Machine) CCP Company Setup (Once per Company; 1 st Machine) Defining IC VERIFY Workstations (Once Only, 1 st Machine) Deploying CCP/IC VERIFY Assigned/Virtual Workstations to PC workstations (Once per PC workstation) Configuring Dynamics/eEnterprise for CCP (Once per Dynamics/eEnterprise Company) Testing IC VERIFY and CCP IC VERIFY test mode (Once Only; IC VERIFY Host Machine) Testing Transactions from Within Dynamics/eEnterprise (Once per Company: Start with The World On-Line, Inc.) Setting up Default Address and Credit Card Data for Repeat Customers USING CREDIT CARD PROCESSING...44 The Credit Card Processing Entry Screen Default Field Entries Sale Transactions Void Transactions Credit Transactions Book Transactions Force Transactions PreAuthorization Transactions Credit Void Transactions...50 Ship Transactions Card Name Field Card Number Field Expiration Date (EXP MM/Y) Field Card Amount Field Card Holder and Address Fields Real-time Credit Card Transaction Verification Autopsying DENIED Real-Time Credit Card Transactions Confirmed Transactions Real-Time Denied Transactions Real-time Batch Mode Credit Card Transaction Processing CCP Batch Data Entry Saving Transactions for Batch Mode Processing Accessing the Credit Card Processing Entry Screen from Dynamics/eEnterprise Sales Screens Dynamics/eEnterprise Receivables Transaction Entry Screen Dynamics/eEnterprise Cash Receipts Entry Screen Dynamics/eEnterprise Invoice Entry Screen Dynamics/eEnterprise Sales Transaction Entry (SOP) Screen CCP Batch Transaction Verification

4 Credit Card Processing 4 Verifying Credit Card Transactions in Batches All the Denied/Declined Transactions Where do They All Come From? Resubmitting Denied/Declined Transactions in SOP, Invoicing and Receivables Deleting and Voiding Dynamics/eEnterprise Sales Transactions/Documents Receivables Cash Receipts Invoicing Sales Order Processing Where do DELETED TRX Batches Come From? Settlement Pinching Your Pennies Settlement Methods Automatic Settlement Manual Settlement Settlement - Additional Reports Customer Inquiry CCP Customer Inquiry Screen Customer Inquiry Reports CC Transaction History Remover Batch Verification Deleting a batch APPENDIX A: FILES/TABLES CREATED BY CREDIT CARD PROCESSING In the Dynamics SYSTEM folder or SYSTEM database: In each company s SALES folder or company database: APPENDIX B: CREDIT CARD PROCESSING IC VERIFY EDITION MAIN INSTALLATION CHECKLIST APPENDIX C: CREDIT CARD PROCESSING IC VERIFY EDITION WORKSTATION ACTIVATION CHECKLIST APPENDIX D TECHNICAL SUPPORT...181

5 Credit Card Processing 5 Introduction Overview Credit Card Processing (CCP), by Mekorma Software Solutions, adds vital functionality to your standard Dynamics/eEnterprise Sales modules by allowing you to enter credit card payments and VERIFY those payments, directly in the Dynamics/eEnterprise Sales data entry screens. You can use CCP in each of the sales transaction modules and sub-modules. You can process credit cards one at a time, in real-time mode, or save transactions in batches for later attention. Product Features Mekorma CCP is designed to work seamlessly with Dynamics/eEnterprise. Features include: Credit card verification from any Dynamics/eEnterprise Sales data entry screen Real-time (on the fly) verification or Batch mode verification Complete multi-user capability Complete freedom of choice of your credit card Processor Works with IC VERIFY runtime leading PC based credit card verification software Streamlines Sales Order Processing and Invoicing payment entry Adds Book/Ship and Pre-authorizations to Sales Order Processing Requirements For Mekorma CCP software to work, you must also install IC VERIFY 2.25 (or later) software from Cyber Cash. You can obtain product information from their web site at About IC VERIFY IC VERIFY is the most widely used credit card verification software available. Mekorma CCP is designed to seamlessly connect the IC VERIFY verification engine and Dynamics/eEnterprise order processing and sales. Complete integration allows you easy and efficient credit card verification. The IC VERIFY product package includes a piece of client software through which credit card transactions can be entered and verified. Mekorma CCP does not use this interface; it acts as a substitute for it. The IC VERIFY package includes a Multi-User Runtime engine (ICVMLT32.EXE) that is used by Mekorma CCP. This is the only component of the IC VERIFY product package that you should run with CCP and you must run it on only one machine, be it a workstation or a server. The IC VERIFY Multi-User Runtime engine runs in the background on the machine of your choice. You will, in general, leave the IC VERIFY Multi-User Runtime engine running at all times. If you wish, you may set up the IC VERIFY Multi-User Runtime as a Windows NT service.

6 Credit Card Processing 6 Credit Card Processing Basic Architecture: IC VERIFY Edition Mekorma Credit Card Processing (CCP) acts as a bridge between Great Plains Dynamics/eEnterprise and a program called IC VERIFY made by another software firm named CyberCash. It is CCP s job to funnel credit card transactions from one or more workstations to IC VERIFY and to make sure that all Dynamics/eEnterprise accounting conventions are properly observed for each credit card transaction. It is the job of IC VERIFY to look for and accommodate requests for credit card activity by linking to your credit card processing service provider. You can think of IC VERIFY as having two sides. On the transaction gathering side, IC VERIFY constantly looks for new transactions submitted by workstations that run Dynamics/eEnterprise and CCP. On its other side, IC VERIFY satisfies the credit card processing service requests it receives by contacting your pre-selected credit card processing service provider. IC VERIFY does this by way of a dial-up modem connection, which it is solely in charge of establishing and using. The link between CCP and IC VERIFY is an ordinary file system directory, referred to as the Request/Answer directory (see Figure 1 on next page), which both pieces of software treat like a mailbox. When any instance of CCP, running on any of your workstations, wants to submit a credit card transaction for approval, it places a request file into the Request/Answer directory and begins looking for an answer file containing a response. IC VERIFY looks at the Request/Answer directory almost continuously. By default, IC VERIFY will look for new request files every three seconds from the time it is launched until it is shut down. The sequence of events involved in processing a credit card transaction is as follows: CCP-to-IC VERIFY and Back 1. CCP formats and writes a request file to the Request/Answer directory. 2. CCP begins to repeatedly look at the Request/Answer directory waiting for the request file it has just written to disappear. If too much time goes by without the request being taken perhaps someone forgot to start up IC VERIFY CCP times out and issues an error message. 3. IC VERIFY, on its next scan of the Request/Answer directory, finds the new request file placed there by CCP. IC VERIFY renames the file so that CCP will know the file it just submitted has been seen and the request it contains is being acted upon. 4. CCP sees that its just-submitted request file has been taken and issues a progress message to that effect. CCP continues to examine the Request/Answer directory until an answer is received. 5. Based on the contents of the request file and its own configuration settings, IC VERIFY submits the request in the form needed by your credit card processing service provider. IC VERIFY will either dial your provider s access number or use an already open modem connection to send the request. Once established, IC VERIFY leaves its modem connection open for a specifiable grace period after completing any single transaction. If transactions are submitted frequently enough, the connection to your credit card processing service provider may stay live for hours. 6. When IC VERIFY receives a response from your provider, it writes an answer file into the Request/Answer directory.

7 Credit Card Processing 7 7. CCP picks up this file, extracts its contents, generates or updates relevant records in the Dynamics/eEnterprise database, puts up an on-screen message informing the workstation user of the outcome of the transaction and deletes the answer file. Note that, while IC VERIFY never really looks away from the Request/Answer directory, CCP only looks there when it expects to see something. When CCP is dealing with Dynamics/eEnterprise transaction issues, or capturing data for a new credit card transaction, it has no need to look at the Request/Answer directory and doesn t do so. Dynamics or eenterprise Workstation with CCP Dynamics or eenterprise Workstation with CCP Dynamics or eenterprise Workstation with CCP Req Ans Req Ans Req Ans Req Ans Request/Answer Directory IC VERIFY Multi-User Request File Processor Figure 1 - CCP & IC VERIFY Communications Architecture CCP and IC VERIFY Setup What Can, And Can t, Go Where If yours is a standard, client-server Dynamics/eEnterprise installation, you need to install CCP on any workstation in the system from which you need to process credit card transactions. If yours is, instead, a Citrix or Terminal Server-based Dynamics/eEnterprise installation, you must install CCP in the

8 Credit Card Processing 8 Dynamics/eEnterprise launch directories of only the Citrix server or Terminal Server host machines in your network. In a Citrix/Terminal Server environment, CCP capability is potentially available from any workstation. In contrast, you only need to run IC VERIFY on a single machine. That machine can be either a server or a workstation, so long as it has a suitable modem installed and no other software on the machine needs to use the modem. You also need to create only one Request/Answer directory. This must be placed on a server machine. A typical installation features IC VERIFY running on a modem-equipped server with the Request/Answer directory also defined on that machine (see Figure 2, below). Figure 2 - IC VERIFY and Request/Answer Directory on Server If, for any reason, IC VERIFY cannot conveniently be run on a server, you may elect to run it on a modem-equipped workstation instead (see Figure 3, on next page).

9 Credit Card Processing 9 Note that this alternative arrangement still shows the Request/Answer directory allocated on a server device. The reason for this is to allow all workstations the ones that run CCP as well as the one that runs IC VERIFY to access the Request/Answer directory using a workstation-to-server connection. What you must not do if you elect to run IC VERIFY on a workstation rather than a server is place the Request/Answer directory on the local hard drive of said workstation. In order for other workstations to access such a Request/Answer directory, you would have to define it as a so-called share using the peer-to-peer networking facilities built into Windows. In Windows networks and Novell NetWare networks for that matter the workstation-to-server connection is a very robust one. The workstation-to-workstation share connection, though, is much more fragile. Figure 3 - IC VERIFY on Workstation, Request/Answer Directory on Server

10 Credit Card Processing 10 We have determined, that the share type of workstation-to-workstation connection is not strong and reliable enough to bear the full weight of your organization s essential credit card transaction processing needs. You are well advised not to do things this way in the first place (see Figure 4, below). DON T DO THIS! Figure 4 - IC VERIFY and Request/Answer Directory on Workstation

11 Credit Card Processing 11 Credit Card Processing Installation: IC VERIFY Edition IC VERIFY Things You Need to do Only Once This section describes the steps you must take to set up your system for CCP. Before setting up CCP, you must completely set up and configure IC VERIFY. Install IC VERIFY Multi-User Request File Processor Software on a Server or Workstation After deciding whether you intend to install IC VERIFY on a server machine (see Figure 2, on previous page), or on a workstation machine (see Figure 3, on previous page), follow the installation instructions that come with the IC VERIFY product package. Understand that you will only be using part of the software that comes in the IC VERIFY product package. Specifically, you will be setting up and running an IC VERIFY component called the Multi- User Request File Processor (ICVMLT32.EXE) on one machine and one machine only on your network. Pay no attention to instructions for installing IC VERIFY substation software. In addition to the Multi-User Request File Processor, you will also occasionally use another component on the same machine where the Multi-User Request File Processor runs. ICSETUP.EXE is a program that provides a graphical user interface to the configuration data in the IC VERIFY SET files that define how credit card processing is to be done. There is another auxiliary software component - ICVERIFY.EXE that provides the graphical command and reporting interface of the IC VERIFY package. This is also the software component that can run on individual workstations and feed transaction data to the Multi-User Request File Processor. In this role, ICVERIFY.EXE is referred to as a substation. Do not install and operate ICVERIFY.EXE on any machine on your network. If ICVERIFY.EXE runs on any machine that also runs CCP, CCP will fail to work correctly. CCP is designed to fill the substation role on workstations where you intend to enter and process credit card transactions. Installing IC VERIFY places all of its software components together in a single directory on one machine. You should install IC VERIFY only on the machine from which you intend to run the Multi- User Request File Processor (ICVMLT32.EXE). ICVMLT32.EXE and ICSETUP.EXE are the only two programs you should ever run. No part of the IC VERIFY product package needs to be either installed or run on any other machine on your network. IC VERIFY Things You May Need to do More than Once IC VERIFY Merchants In Dynamics/eEnterprise you can define accounting environments for one or many separate companies. Each gets its own set of tables in the database. The company database into which accounting transaction data goes is determined by which company you log into when starting up Dynamics/eEnterprise on your workstation. IC VERIFY also has the ability to support multiple business identities when processing credit card transactions. Each business identity is referred to in the IC VERIFY documentation as a Merchant.

12 Credit Card Processing 12 In general, you will probably want to set up IC VERIFY so that there is one Merchant for each Dynamics/eEnterprise company in your current database. Dynamics/eEnterprise companies are usually distinct financial entities, each having its own bank accounts that are not shared with other companies, for example. If you want your credit card processing service provider to keep a separate transaction total for each of your companies, and make deposits to separate bank accounts for each, then you will need to set up IC VERIFY for multiple Merchants. It is not mandatory that you set things up in this one-to-one fashion, however. You may, if you wish, arrange for credit card transactions from two or more Dynamics/eEnterprise companies to be processed through a single IC VERIFY Merchant. Other arrangements are also possible. The table (see Figure 5, below) shows permissible relationships between Dynamics/eEnterprise companies and IC VERIFY Merchants. Number of Companies Number of Merchants Comments 1 1 Simplest setup. One Dynamics/eEnterprise company and one IC VERIFY Merchant. N 1 Two or more Dynamics/eEnterprise companies process credit card transactions through a single IC VERIFY Merchant. N M Three or more Dynamics/eEnterprise companies process credit card transactions through two or more IC VERIFY Merchants (N > M). This is just M instances of the 1:1 or N:1 relationships between Dynamics/eEnterprise companies and IC VERIDY Merchants. N N Two or more Dynamics/eEnterprise companies process credit card transactions through an identical number of IC VERIFY Merchants. 1 N One Dynamics/eEnterprise company processing transactions through two or more IC VERIFY Merchants is not yet supported by CCP. Figure 5 - Allowed Relationships: Dynamics/eEnterprise companies and IC VERIFY Merchants You must define each Merchant to IC VERIFY by giving it its own SET file in the directory where IC VERIFY is installed. A SET file is a complicated item having dozens of settings and variable values that control the behavior of the IC VERIFY Multi-User Request File Processor (ICVMLT32.EXE) when it is processing transactions for the corresponding Merchant. In the same installation directory as ICVMLT32.EXE is a program named ICSETUP.EXE. When you run ICSETUP.EXE it provides a multi-tabbed display with which you can examine or change each setting or variable for an IC VERIFY Merchant. IC VERIFY Merchant Data Directories Every Merchant must also have a separate directory in which IC VERIFY can maintain a number of files associated with that Merchant. The most important of these files is ICVERIFC.000. This file contains all of the verified transactions that IC VERIFY has processed for a given Merchant since the last settlement operation. Settlement is the process whereby your Dynamics/eEnterprise company

13 Credit Card Processing 13 collects the money for all verified credit card transactions you have submitted for it over a given interval usually one business day, though it can be more or less than this if required. You must define one new data directory per Merchant as subdirectories of the ICWIN directory into which you have installed IC VERIFY. You may name these Merchant data directories anything you like. But there is a naming convention recommended by CyberCash for Merchant data directories that parallels the mandatory naming scheme that must be used for Merchant SET files. Both of these naming conventions are summarized in the following table (see Figure 6, below): Merchant SET File Name Merchant Data Directory Name Merchant Identifier Merchant1 icverify.set DATADIR rify Merchant 2 icve0001. set DATA Merchant 3 icve0002. set DATA Merchant 4 icve0003. set DATA Figure 6 - Naming conventions for IC VERIFY SET files and Merchant data directories IC VERIFY Merchant Identifiers The 4-character Merchant Identifier entries require some explanation. As you can see, each Merchant Identifier consists of the last four characters of the 8-character filename of the corresponding Merchant s SET file. As IC VERIFY can support processing of credit card transactions for more than one Merchant, it must have some way to know which Merchant SET file to consult when presented with any particular credit card transaction. The mechanism IC VERIFY s designers chose was to require that all SET files have 8-character names beginning with ICVE with the next four characters chosen to make each name unique. IC VERIFY SET File Contents There is a display program called ICSETUP.EXE that allows you to see what the current value is for each configuration code or parameter stored in any ICVERIFY SET file. ICSETUP.EXE is part of the standard installation package for IC VERIFY and can be found in the ICWIN directory where you install IC VERIFY. When you run it, a screen with multiple tabs appears. When the program loads, it displays the settings in file ICVERIFY.SET by default. If you want to look at settings in some other SET file, you can use the Open option of the File menu to pick your target. ICSETUP.EXE Hardware Tab The machine on which you install the IC VERIFY Multi-User Request File Processor must have a modem and that modem must be available for the exclusive use of the Multi-User Request File Processor. IC VERIFY is quite sensitive to modem make and model. It is essential that you tell IC VERIFY s Registration/Tech Support staff exactly what make and model modem you have and what its hardware configuration settings are. They, in return, can provide you with a correct initialization command string for your particular modem setup. If you are not using a pre-configured SET file which we recommend you do the command string you receive from IC VERIFY Registration/Tech

14 Credit Card Processing 14 Support must be entered in the Dial String field on the Hardware tab of the ICSETUP.EXE display (see Figure 7, below). As you can see, the Dial String field s contents are quite complicated. If you must fill this field in manually, take extreme care to get every character you enter exactly correct. Figure 7 - Hardware tab of ICSETUP.EXE display Be sure to inform both your credit card processing service provider and the IC VERIFY Registration/Tech Support staff of how you are intending to process cards. For instance, if you are going to use the Book and Ship method of processing Orders, be advised that some credit card processing service providers do not support this feature. Be sure to tell IC VERIFY Registration/Tech Support that you are using a 3 rd -party integration with this product and that you will be using the Multi-User Request File Processor as the verification source.

15 Credit Card Processing 15 You may, in fact, wish to have CyberCash send you a pre-built SET file for each company you intend to process credit card transactions for based on what credit card service provider you are planning to use, which make and model of modem is installed in the machine on which you plan to install IC VERIFY, etc. This service is available for a nominal fee. ICSETUP.EXE Merchant Information Tab Continuing with the fitting out of an IC VERIFY Merchant SET file, it is necessary to check, or perhaps change, several items located on the Merchant Information tab of the screen presented by running ICSETUP.EXE (see Figure 8, below). Figure 8 - Merchant Information tab of ICSETUP.EXE display While inspecting the following settings, you should also write them down or take and print a screen shot of the display:

16 Credit Card Processing 16 Data Disk Directory The Data Disk:\Directory field contains the name of the Merchant data directory that is to hold the ICVERIFC.000 (verified transactions) and other files for the Merchant corresponding to this SET file. A previous table (see Figure 6, on previous page) shows the naming convention for these directories. Automatic Settlement Do you plan to initiate settlements with your credit card processing service provider manually or do you want IC VERIFY to do so automatically at a set hour every day? Settlement is the process whereby your credit card processing service provider transfers a sum of money to a bank account you designate. This sum of money is equal to the value of all approved credit card transactions you have submitted since the last settlement, minus any reversals or credits submitted over the same interval and minus your credit card processing service provider s fees. Settlement is obviously of critical importance. Most CCP users will find one settlement per day to be sufficient. In this case you may either initiate settlement manually, from the CCP Settlement screen, or cause IC VERIFY to automatically initiate a settlement at a specified time. If you expect to process a large number of transactions per day, you may want to settle more than once per day. If this is so, then you will have to do manual settlements. If you want to have IC VERIFY do your settlements after hours, enter the two-digit hour of the day into the two single-digit fields that are labeled Auto Settle (24 Hour Clock). You can find these fields roughly half-way down the Merchant Information tab of the ICSETUP.EXE display (see Figure 8, on preceding page). The two digits should be those of a number from 01 to 24 representing the hour of the day in so-called Military Time notation. In this system, 01 means 1:00 AM, 12 means noon and 24 means midnight. Type of Business Check to Type of Business setting. Like Evaluate Rsp, this is a single-character, alphabetic code. There are quite a few such codes defined, but this setting is important only if you intend to use Book and Ship transactions when processing Orders submitted through the Sales Order Processing (SOP) subsystem of Dynamics/eEnterprise. If you wish to employ Book and Ship transactions (about which more will be revealed in a future section of this manual), there are only three code values for Type of Business that are allowed: H, M and R. These codes stand for, respectively, Hotel, Mail-Order and Retail. It doesn t matter if your own business is none of these. Just pick whichever one you want to use if Type of Business is not already set to one of them. Address Verification Look at the Address VERIFY? setting. Your credit card processing service provider may offer you a better rate for transactions that include cardholder address information as well as the card number. There is more data entry to do each time a new Customer credit card record is captured, but the preferential rate, if one is offered, can make this worth your while. Evaluate Response Look at the Evaluate Rsp (Evaluate Response) setting. This is one of the many configuration codes carried in each SET file. It is a single character. The particular value that you enter determines what data elements, and in what format, IC VERIFY will send back to CCP when it responds to any kind of credit card transaction request you send. The detailed meanings of each possible Evaluate Rsp setting

17 Credit Card Processing 17 are less important than the fact that you must specify this code value identically for both the IC VERIFY SET file(s) and, later, the Credit Card Processing Setup screen in CCP. There are six possible code values allowed here, but CCP supports only the following three: Y, B, L. If you have chosen any other setting, please change it to one of the three options allowed before proceeding to set up CCP. We recommend that you choose the B option. Please also note that there is a further restriction on your choice of Evaluate Rsp setting. If you are not using address verification, you must use the B Evaluate Rsp setting. You can check the Address VERIFY? setting by looking upward a few lines from the Evaluate Rsp setting (see Figure 8, on previous page). ICSETUP.EXE Options Tab There are additional items of interest in the ICSETUP.EXE display. You can look at the remaining such items by clicking on the Options tab (see Figure 9, below). Figure 9 - Options tab of ICSETUP.EXE display

18 Credit Card Processing 18 Match 1 st and 2 nd Fields You should make sure that the Match 1 st, 2 nd Flds? setting is N. This setting controls some internal transaction matching logic that is peculiar to IC VERIFY. In particular, it influences how IC VERIFY matches up Ship transactions with pre-existing Book transactions when you use the Book and Ship method of processing Orders in Dynamics/eEnterprise. If this setting is either Y or S it is sometimes the case that a Ship transaction will be rejected by IC VERIFY because of an apparent failure to find a corresponding Book transaction even if the Book transaction actually exists. This usually happens when you enter the Ship transaction from a different PC workstation than you used earlier to enter to enter the Book transaction. Settle All Merchants The Settle All Merchants? setting is irrelevant if you have only a single IC VERIFY Merchant defined in a single SET file. If you have more than one IC VERIFY Merchant defined that is to say, more than one SET file make sure that this setting is N. CCP does not support settling all Merchants at once because you can only be logged into one Dynamics/eEnterprise company at a time. That company, in turn, is associated with only one of the SET files that represent IC VERIFY Merchant definitions. Number of Days to Keep Books/Tips You must make sure the # Days to Keep Books/Tips field is set to the number of days that your credit card processing service provider will allow you to keep a Book transaction open if you use the Dynamics/eEnterprise Sales Order Processing module to enter Orders and intend to use the Book and Ship method of processing credit card transactions for these Orders. A detailed definition of Book and Ship transactions awaits you further along in this manual. NOTE: All questions regarding the installation, setup and configuration of your IC VERIFY software should be referred to IC VERIFY Technical Support. Once you have completely set up and tested your IC VERIFY installation, you are ready to set up and configure CCP. The upcoming sections of this manual describe this process, and the issues surrounding it, in detail. You will also find a more concise checklist presentation of the IC VERIFY and CCP installation and configuration process in Appendices B and C.

19 Credit Card Processing 19 CCP Installation and Configuration General Installation CCP runs as a seamless add-on to Great Plains Dynamics/eEnterprise. As such, you must install it on the same machines where Dynamics/eEnterprise is also installed. In a classical client-server installation, you must install CCP on every PC workstation from which you need credit card transactions processed. If yours is a Citrix or Terminal Server-based network, then you must install CCP on the server or servers that support all sessions of Dynamics/eEnterprise. Installation and configuration of CCP consists of alternating activities that you need to perform only once or only on the first installed PC workstation or Citrix/Terminal Server, with other activities that you may need to perform for each Dynamics/eEnterprise company or for each PC workstation. Acquiring and Running the CCP Installation Program You can obtain the CCP installation program CCP60_Bnn.EXE (where nn is the current build number) from the Mekorma web site Click the Download Software link on the Mekorma home page and follow the appropriate links from there. You will have to run this program on all PC Workstations or all Citrix/Terminal Servers, so you should download this module to a location on some network server drive that you can access from all of the machines on which you need to install CCP. You will need to run the CCP installation program on all of the machines you have targeted for CCP installation after downloading it from the Mekorma web site. The directions that follow apply, in total, to the first machine on which you install CCP, but some of them will apply to second and subsequent machines as well. You will be informed as to which steps fall into which of these two categories, section by section. You would be best advised to follow all of the instructions related to installation and configuration in the upcoming sections from start to finish on the first PC workstation or Citrix/Terminal Server that you install. After that, you can make as many additional passes through the instructions in these same sections, ignoring any items that are one-time-only and/or apply only to the first installed machine. Installing CCP Using the CCP60_Bxx.EXE Module (All Machines) Execute CCP60_Bxx.EXE using the Run facility of Windows. Follow the on-screen instructions. The entire automated part of the installation process requires only a minute or two to complete. Running this will install: 1. Your Credit Card Processing application into the Dynamics/eEnterprise directory you specify (the default is C:\DYNAMICS). 2. The CCP documentation files, in PDF format, into a CCP subdirectory of whichever directory you have specified for Mekorma product documentation (the default location is C:\MEKORMA). 3. A CCP.INI file into the Dynamics/eEnterprise directory you have specified (the default is C:\DYNAMICS). This file contains a parameter CCP needs in order to properly initialize its settings for the IC VERIFY environment when it starts up.

20 Credit Card Processing 20 Once the CCP installation module has run to completion, launch Dynamics/eEnterprise. A window will appear asking you whether or not to include the new code that has been found. Click the Yes button. At this point, a CCP dictionary file (CCP.DIC) is created in your Dynamics/eEnterprise directory. Configuring the CCP Registration screen (One Time Only; 1 st Machine) Complete the login process for Dynamics/eEnterprise. If you are using eenterprise or the MS SQL version of Dynamics, log in as a user that has System Administration rights. The user ID you need to use will usually be sa. To attach the Credit Card Processing Registration screen to the System Setup palette, do the following: 1. Select Setup Company Palettes to open the Palette Setup screen. 2. Select System Setup from the drop-down list of palette titles and click the Add button. 3. Type Register CCP in the Item field. 4. Select Dynamics Window or eenterprise Window from the Type drop-down list. 5. Click the magnifying glass icon next to the Application prompt. 6. Select Credit Card Processing from the Product drop-down list. 7. Select 3 rd Party from the Series drop-down list. 8. Select Mekorma Credit Card Processing Registration from the list in the box below. 9. Click the OK buttons on all of the stacked screens to save the settings. 10. Proceed to initialize your CCP system Initializing Your CCP System (Once Per Company; 1 st Machine) After completing the above steps for installing CCP, you must run a procedure that will initialize the version of CCP that you are installing. For new installs of CCP on Dynamics/eEnterprise systems that use the Microsoft SQL Server database, you must also create all of the necessary CCP database tables. A procedure that determines if just one or both of these chores needs to be done, and then does what is required, has been provided. You run this procedure by clicking a single button, labeled Table Setups and Conversions, on the Mekorma Credit Card Processing Registration screen. You must click this button once before entering your product registration key (see next section) in order to use CCP in The World On-Line, Inc. To initialize your CCP system, open the Mekorma Credit Card Processing Registration screen and click the Table Setup and Conversion button. By running this process, you perform all needed table creations and/or conversions required for CCP for the company you are logged into. Proceed as follows: 1. Select Setup System Register CCP to open the Mekorma Credit Card Processing Registration screen as shown (see Figure 10, on next page). 2. Click the Table Setup and Conversion button. A progress screen will appear, remain for a time, as various tables are created, then disappear. The completion screen (see Figure 11, on next page) will take its place.

Credit Card Advantage 7.0 User Guide

Credit Card Advantage 7.0 User Guide Credit Card Advantage 7.0 User Guide 2002 Nodus Technologies - All Rights Reserved CREDIT CARD ADVANTAGE 7.0 USER GUIDE 2 Table of Contents TABLE OF CONTENTS...2 PREFACE...7 Introduction...7 Product Features...7

More information

Credit Card Advantage 7.0

Credit Card Advantage 7.0 Credit Card Advantage 7.0 For Small Business Manager User Guide 2002 Nodus Technologies - All Rights Reserved CREDIT CARD ADVANTAGE 7.0 USER GUIDE 2 Table of Contents TABLE OF CONTENTS...2 INTRODUCTION...6

More information

CREDIT CARD PROCESSING Release Notes ------------------------------------ ------------------------------------ Build 1 (Version 7.

CREDIT CARD PROCESSING Release Notes ------------------------------------ ------------------------------------ Build 1 (Version 7. CREDIT CARD PROCESSING Release Notes Build 1 (Version 7.5 Dated 06/26/03) The changes described below were deployed in version 7.5 of CREDIT CARD PROCESSING: * NEW FEATURE - VIRTUAL WORKSTATIONS * NEW

More information

GP REPORTS VIEWER USER GUIDE

GP REPORTS VIEWER USER GUIDE GP Reports Viewer Dynamics GP Reporting Made Easy GP REPORTS VIEWER USER GUIDE For Dynamics GP Version 2015 (Build 5) Dynamics GP Version 2013 (Build 14) Dynamics GP Version 2010 (Build 65) Last updated

More information

ecommerce Advantage 7.0 User Guide

ecommerce Advantage 7.0 User Guide ecommerce Advantage 7.0 User Guide 2002 Nodus Technologies - All Rights Reserved ECOMMERCE ADVANTAGE 7.0 USER GUIDE 2 Table of Contents TABLE OF CONTENTS...2 INTRODUCTION...5 PRODUCT FEATURES...6 TERMS

More information

Configuring Keystroke with KeyPay

Configuring Keystroke with KeyPay Configuring Keystroke with KeyPay Please read the PA-DSS Implementation Guide for Keystroke POS from our website before proceeding. It is also installed in the \KEYSTROK\DOC subdirectory on your computer.

More information

Forms Printer User Guide

Forms Printer User Guide Forms Printer User Guide Version 10.51 for Dynamics GP 10 Forms Printer Build Version: 10.51.102 System Requirements Microsoft Dynamics GP 10 SP2 or greater Microsoft SQL Server 2005 or Higher Reporting

More information

Transaction Management

Transaction Management Access Online Transaction Management User Guide Version 3.6 Cardholder and Program Administrator Contents Introduction... 2 Transaction Management Variables by Organization... 2 Procedures in This Guide...

More information

RE:Open for SQL Anywhere. Installation Guide. RE:Open for SQL Anywhere Installation Guide 1

RE:Open for SQL Anywhere. Installation Guide. RE:Open for SQL Anywhere Installation Guide 1 RE:Open for SQL Anywhere Installation Guide RE:Open for SQL Anywhere Installation Guide 1 Pre-Installation Considerations Close all other Windows applications before running the installation. Your Raiser

More information

Snow Inventory. Installing and Evaluating

Snow Inventory. Installing and Evaluating Snow Inventory Installing and Evaluating Snow Software AB 2002 Table of Contents Introduction...3 1. Evaluate Requirements...3 2. Download Software...3 3. Obtain License Key...4 4. Install Snow Inventory

More information

BillQuick Agent 2010 Getting Started Guide

BillQuick Agent 2010 Getting Started Guide Time Billing and Project Management Software Built With Your Industry Knowledge BillQuick Agent 2010 Getting Started Guide BQE Software, Inc. 2601 Airport Drive Suite 380 Torrance CA 90505 Support: (310)

More information

FrontDesk Installation And Configuration

FrontDesk Installation And Configuration Chapter 2 FrontDesk Installation And Configuration FrontDesk v4.1.25 FrontDesk Software Install Online Software Activation Installing State Related Databases Setting up a Workstation Internet Transfer

More information

EFT Processing. (Automatic Electronic Payment Processing) Section Contents

EFT Processing. (Automatic Electronic Payment Processing) Section Contents EFT Processing Accounts Receivable (Automatic Electronic Payment Processing) Section Contents EFT Processing Concepts & Terminology Related Setup Tables User Group Security Options How To Setup customer

More information

InventoryControl for use with QuoteWerks Quick Start Guide

InventoryControl for use with QuoteWerks Quick Start Guide InventoryControl for use with QuoteWerks Quick Start Guide Copyright 2013 Wasp Barcode Technologies 1400 10 th St. Plano, TX 75074 All Rights Reserved STATEMENTS IN THIS DOCUMENT REGARDING THIRD PARTY

More information

PAYLINE USER GUIDE LOGGING INTO PAYLINE PROCESSING A PURCHASE

PAYLINE USER GUIDE LOGGING INTO PAYLINE PROCESSING A PURCHASE Payline User Guide PAYLINE USER GUIDE Payline is a web-based payment management client that can be used to process credit card transactions manually, process refunds, set up recurring payments and generate

More information

Getting Started. Getting Started with Time Warner Cable Business Class. Voice Manager. A Guide for Administrators and Users

Getting Started. Getting Started with Time Warner Cable Business Class. Voice Manager. A Guide for Administrators and Users Getting Started Getting Started with Time Warner Cable Business Class Voice Manager A Guide for Administrators and Users Table of Contents Table of Contents... 2 How to Use This Guide... 3 Administrators...

More information

Installation Guide: Delta Module Manager Launcher

Installation Guide: Delta Module Manager Launcher Installation Guide: Delta Module Manager Launcher Overview... 2 Delta Module Manager Launcher... 2 Pre-Installation Considerations... 3 Hardware Requirements... 3 Software Requirements... 3 Virtualisation...

More information

Credit Card Advantage. User s Guide. 2008 Nodus Technologies, Inc. - All Rights Reserved.

Credit Card Advantage. User s Guide. 2008 Nodus Technologies, Inc. - All Rights Reserved. Credit Card Advantage User s Guide 2008 Nodus Technologies, Inc. - All Rights Reserved. CREDIT CARD ADVANTAGE - USER S GUIDE 2 Table of Contents TABLE OF CONTENTS... 2 PREFACE... 10 Introduction... 10

More information

Version 6.0 USER MANUAL

Version 6.0 USER MANUAL X-Charge Version 6.0 USER MANUAL X-Charge Version 6.0 10/10/2005 User Manual 4 Copyright 2005 by CAM Commerce Solutions, Inc. All rights reserved worldwide. This manual, as well as the software described

More information

Credit Card Overview & Processing Guide entrée Version 3

Credit Card Overview & Processing Guide entrée Version 3 Credit Card Overview & Processing Guide entrée Version 3 2000-2016 NECS, Inc. All Rights Reserved. I entrée V3 Credit Card Processing Guide Table of Contents Chapter I V3 Credit Card Overview 1 1 Obtain...

More information

USER MANUAL FOR INTERNET BANKING (IB) SERVICE

USER MANUAL FOR INTERNET BANKING (IB) SERVICE USER MANUAL FOR INTERNET BANKING (IB) SERVICE Content: Introduction and General questions. Accessing and using Internet Banking. 1. Log In, Log Out and Printing screen/transaction information 2. Inquiries

More information

2 ASIAuth Credit Card Processing Overview

2 ASIAuth Credit Card Processing Overview 2 ASIAuth Credit Card Processing Overview 1 Overview ProftitMaker ASIAuth Credit Card Processing Option is used to automate the processing of credit cards using these available gateways: PromoPayment,

More information

February 2010 Version 6.1

February 2010 Version 6.1 HansaWorld University Point Of Sales (POS) Training Material HansaWorld Ltd. February 2010 Version 6.1 Table Of Contents INTRODUCTION...5 What is Point Of Sales?...5 THE 4 DIFFERENT WAYS OF USING POS...6

More information

E-mail Settings 1 September 2015

E-mail Settings 1 September 2015 Training Notes 1 September 2015 PrintBoss can be configured to e-mail the documents it processes as PDF attachments. There are limitations to embedding documents in standard e-mails. PrintBoss solves these

More information

IceWarp Server Windows Installation Guide

IceWarp Server Windows Installation Guide IceWarp Unified Communications IceWarp Server Windows Installation Guide Version 11.3 Published on 2/6/2015 Contents IceWarp Server Windows... 4 Pre-requisites... 5 Launch Installer Wizard... 6 Select

More information

Sample- for evaluation purposes only! Advanced Outlook. TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc.

Sample- for evaluation purposes only! Advanced Outlook. TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. 2012 Advanced Outlook TeachUcomp, Inc. it s all about you Copyright: TeachUcomp, Inc. Phone: (877) 925-8080 Web: http://www.teachucomp.com

More information

Integrated Accounting System for Mac OS X and Windows

Integrated Accounting System for Mac OS X and Windows Integrated Accounting System for Mac OS X and Windows Program version: 6.2 110111 2011 HansaWorld Ireland Limited, Dublin, Ireland Preface Books by HansaWorld is a powerful accounting system for the Mac

More information

Hosting Users Guide 2011

Hosting Users Guide 2011 Hosting Users Guide 2011 eofficemgr technology support for small business Celebrating a decade of providing innovative cloud computing services to small business. Table of Contents Overview... 3 Configure

More information

MAS 90. Installation and System Administrator's Guide 4WIN1010-02/04

MAS 90. Installation and System Administrator's Guide 4WIN1010-02/04 MAS 90 Installation and System Administrator's Guide 4WIN1010-02/04 Copyright 1998-2004 Best Software, Inc. All rights reserved. Rev 02 Contents Chapter 1 Introduction 1 How to Use This Manual 1 Graphic

More information

PCRecruiter Resume Inhaler

PCRecruiter Resume Inhaler PCRecruiter Resume Inhaler The PCRecruiter Resume Inhaler is a stand-alone application that can be pointed to a folder and/or to an email inbox containing resumes, and will automatically extract contact

More information

In the same spirit, our QuickBooks 2008 Software Installation Guide has been completely revised as well.

In the same spirit, our QuickBooks 2008 Software Installation Guide has been completely revised as well. QuickBooks 2008 Software Installation Guide Welcome 3/25/09; Ver. IMD-2.1 This guide is designed to support users installing QuickBooks: Pro or Premier 2008 financial accounting software, especially in

More information

Network Scanner Tool R3.1. User s Guide Version 3.0.04

Network Scanner Tool R3.1. User s Guide Version 3.0.04 Network Scanner Tool R3.1 User s Guide Version 3.0.04 Copyright 2000-2004 by Sharp Corporation. All rights reserved. Reproduction, adaptation or translation without prior written permission is prohibited,

More information

Electronic Funds Transfer (EFT) Guide

Electronic Funds Transfer (EFT) Guide Electronic Funds Transfer (EFT) Guide 112614 2009 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

Credit Card Processing

Credit Card Processing Microsoft Dynamics AX 2009 Credit Card Processing Technical White Paper This white paper is intended for professionals who are involved in the implementation and support of the Credit Card Processing functionality

More information

Concur Expense System. User Reference Guide

Concur Expense System. User Reference Guide Concur Expense System User Reference Guide February, 2009 Table of Contents HOW TO GET SETUP IN THE CONCUR EXPENSE SYSTEM... 1 LOG IN... 1 CHANGE YOUR PASSWORD... 1 VIEW AND EDIT YOUR PROFILE INFORMATION...

More information

ZeusPOS User s Manual TABLE OF CONTENTS

ZeusPOS User s Manual TABLE OF CONTENTS ZeusPOS User s Manual TABLE OF CONTENTS ZeusPOS Configuration Pag. Getting Started.. 2 Store Setup.. 4 Software Activation... 5 Employee Setup... 6 Table Setup.. 7 Menu Categories.. 8 Menu Setup.. 9 Items

More information

Microsoft Dynamics GP 2010

Microsoft Dynamics GP 2010 Microsoft Dynamics GP 2010 Workflow Administrator s Guide March 30, 2010 Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and

More information

Table of Contents OBJECTIVE... 3 USING WORKFLOW... 3 WORKFLOW USER ATTRIBUTE MAINTENANCE... 5 WORKFLOW PARAMETER MAINTENANCE... 6

Table of Contents OBJECTIVE... 3 USING WORKFLOW... 3 WORKFLOW USER ATTRIBUTE MAINTENANCE... 5 WORKFLOW PARAMETER MAINTENANCE... 6 Using Workflow Table of Contents OBJECTIVE... 3 USING WORKFLOW... 3 WORKFLOW USER ATTRIBUTE MAINTENANCE... 5 WORKFLOW PARAMETER MAINTENANCE... 6 Establish Logon Hours (Workflow Assistant)... 12 Create

More information

3 Setting up Databases on a Microsoft SQL 7.0 Server

3 Setting up Databases on a Microsoft SQL 7.0 Server 3 Setting up Databases on a Microsoft SQL 7.0 Server Overview of the Installation Process To set up GoldMine properly, you must follow a sequence of steps to install GoldMine s program files, and the other

More information

Microsoft Dynamics GP Release. Workflow Administrator s Guide

Microsoft Dynamics GP Release. Workflow Administrator s Guide Microsoft Dynamics GP Release Workflow Administrator s Guide December 10, 2012 Copyright Copyright 2012 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information

More information

Table of Contents. Introduction... 1 Technical Support... 1

Table of Contents. Introduction... 1 Technical Support... 1 E-commerce Table of Contents Introduction... 1 Technical Support... 1 Introduction... 1 Getting Started... 2 Data Synchronization... 2 General Website Settings... 2 Customer Groups Settings... 3 New Accounts

More information

Access Control and Audit Trail Software

Access Control and Audit Trail Software Varian, Inc. 2700 Mitchell Drive Walnut Creek, CA 94598-1675/USA Access Control and Audit Trail Software Operation Manual Varian, Inc. 2002 03-914941-00:3 Table of Contents Introduction... 1 Access Control

More information

MS Word 2007. Microsoft Outlook 2010 Mailbox Maintenance

MS Word 2007. Microsoft Outlook 2010 Mailbox Maintenance MS Word 2007 Microsoft Outlook 2010 Mailbox Maintenance INTRODUCTION... 1 Understanding the MS Outlook Mailbox... 1 BASIC MAILBOX MAINTENANCE... 1 Mailbox Cleanup... 1 Check Your Mailbox Size... 1 AutoDelete

More information

Server & Workstation Installation of Client Profiles for Windows

Server & Workstation Installation of Client Profiles for Windows C ase Manag e m e n t by C l i e n t P rofiles Server & Workstation Installation of Client Profiles for Windows T E C H N O L O G Y F O R T H E B U S I N E S S O F L A W General Notes to Prepare for Installing

More information

Updated: April 2010. Copyright 2005-2010 DBA Software Inc. All rights reserved. 2 Getting Started Guide

Updated: April 2010. Copyright 2005-2010 DBA Software Inc. All rights reserved. 2 Getting Started Guide Updated: April 2010 Copyright 2005-2010 DBA Software Inc. All rights reserved. 2 Getting Started Guide Table of Contents Welcome 4 Support Center Subscription 5 1. System Requirements 8 2. Installing the

More information

RevTrak Software Training Guide

RevTrak Software Training Guide RevTrak Software Training Guide Introduction: There should be two icons on your desktop: 1. This is the shortcut for the regular RevTrak Software. 2. This is the shortcut for RevTrak Express. If you do

More information

How To Sync Between Quickbooks And Act

How To Sync Between Quickbooks And Act QSalesData User Guide Note: In addition to this User Guide, we have an extensive Online Video Library that you can access from our website: www.qsalesdata.com/onlinevideos Updated: 11/14/2014 Installing

More information

TCS Payment Processing Interface 1.0

TCS Payment Processing Interface 1.0 TCS Payment Processing Interface 1.0 Purpose: Integrate Shift 4 payment card processing into TCS Reservations. Setup: To configure TCS reservations for use with Shift 4 UTG. First install the Shift4 UTG

More information

Miva Synchro v1.6 User Guide Revision 1.0

Miva Synchro v1.6 User Guide Revision 1.0 Miva Synchro v1.6 User Guide Revision 1.0 Miva Synchro User s Guide 2004, Miva Corporation Page 1 Table of Contents Table of Contents...2 What is Miva Synchro...3 Capabilities...3 How it Works...3 The

More information

Offline Payment Methods

Offline Payment Methods Offline Payment Methods STRONGVON Tournament Management System 1 Overview The STRONGVON Tournament Management System allows you to collect online registration, while arranging for offline payment methods

More information

Engineering Change Order

Engineering Change Order Engineering Change Order Copyright Chapter 1 - Copyright 2002-2003 Horizons International, Inc. All rights reserved. Information in this document is subject to change without notice. The software described

More information

Your complete guide to installing the info@hand Self-Service Portal and estore.

Your complete guide to installing the info@hand Self-Service Portal and estore. Your complete guide to installing the info@hand Self-Service Portal and estore. Install the Portal & estore as shrink-wrapped software, or as add-ons to an existing Joomla! installation. Then configure

More information

Recurring Contract Billing 10.0 SP6

Recurring Contract Billing 10.0 SP6 Recurring Contract Billing 10.0 SP6 An application for Microsoft Dynamics ΤΜ GP 10.0 Furthering your success through innovative business solutions Copyright Manual copyright 2011 Encore Business Solutions,

More information

Postage Accounting Module User Guide

Postage Accounting Module User Guide Postage Accounting Module User Guide Table Of Contents INTRODUCTION...1 ACCOUNTING PRINCIPLES...1 Access Postage Accounting...2 LOGGING IN AND SECURITY...2 SETTING THE INTERACTION BETWEEN POSTAGE ACCOUNTING

More information

Elavon Payment Gateway- Reporting User Guide

Elavon Payment Gateway- Reporting User Guide Elavon Payment Gateway- Reporting User Guide Version: v1.1 Contents 1 About This Guide... 4 1.1 Purpose... 4 1.2 Audience... 4 1.3 Prerequisites... 4 1.4 Related Documents... 4 1.5 Terminology... 4 1.6

More information

SonicWALL CDP 5.0 Microsoft Exchange InfoStore Backup and Restore

SonicWALL CDP 5.0 Microsoft Exchange InfoStore Backup and Restore SonicWALL CDP 5.0 Microsoft Exchange InfoStore Backup and Restore Document Scope This solutions document describes how to configure and use the Microsoft Exchange InfoStore Backup and Restore feature in

More information

DiskPulse DISK CHANGE MONITOR

DiskPulse DISK CHANGE MONITOR DiskPulse DISK CHANGE MONITOR User Manual Version 7.9 Oct 2015 www.diskpulse.com info@flexense.com 1 1 DiskPulse Overview...3 2 DiskPulse Product Versions...5 3 Using Desktop Product Version...6 3.1 Product

More information

Updated: May 2008. Copyright 2005-2008 DBA Software Inc. All rights reserved. 2 Getting Started Guide

Updated: May 2008. Copyright 2005-2008 DBA Software Inc. All rights reserved. 2 Getting Started Guide Updated: May 2008 Copyright 2005-2008 DBA Software Inc. All rights reserved. 2 Getting Started Guide Table of Contents Welcome 4 Support Center Subscription 5 1. System Requirements 7 2. Installing the

More information

Moving the TRITON Reporting Databases

Moving the TRITON Reporting Databases Moving the TRITON Reporting Databases Topic 50530 Web, Data, and Email Security Versions 7.7.x, 7.8.x Updated 06-Nov-2013 If you need to move your Microsoft SQL Server database to a new location (directory,

More information

Setting Up a CyberSource Web Payment Account

Setting Up a CyberSource Web Payment Account Setting Up a CyberSource Web Payment Account Contents Setting Up a CyberSource Web Payment Account... 1 Introduction... 1 Setting Up a CyberSource Account... 2 Get Username and Password... 2 Log in to

More information

Lenovo Online Data Backup User Guide Version 1.8.14

Lenovo Online Data Backup User Guide Version 1.8.14 Lenovo Online Data Backup User Guide Version 1.8.14 Contents Chapter 1: Installing Lenovo Online Data Backup...5 Downloading the Lenovo Online Data Backup Client...5 Installing the Lenovo Online Data

More information

User Guide. Version 3.0 April 2006

User Guide. Version 3.0 April 2006 User Guide Version 3.0 April 2006 2006 Obvious Solutions Inc. All rights reserved. Dabra and Dabra Network are trademarks of Obvious Solutions Inc. All other trademarks owned by their respective trademark

More information

DIRECT PAYMENTS (ACH TRANSFER MODULE)

DIRECT PAYMENTS (ACH TRANSFER MODULE) DIRECT PAYMENTS (ACH TRANSFER MODULE) Direct payments is an add on module to utility billing that allows customers to pay their utility bill by a recur ACH payment. Please note that the term ACH (Automatic

More information

How to Fix Time Matters. 2011 Active Practice LLC

How to Fix Time Matters. 2011 Active Practice LLC How to Fix Time Matters How to Fix Time Matters Troubleshooting tips, techniques and solutions by Wells H. Anderson, J.D., CIC. Contents 3 Table of Contents Part I Backing Up Time Matters 4 1 Manual...

More information

Microsoft Dynamics GP. Electronic Signatures

Microsoft Dynamics GP. Electronic Signatures Microsoft Dynamics GP Electronic Signatures Copyright Copyright 2011 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,

More information

VX Search File Search Solution. VX Search FILE SEARCH SOLUTION. User Manual. Version 8.2. Jan 2016. www.vxsearch.com info@flexense.com. Flexense Ltd.

VX Search File Search Solution. VX Search FILE SEARCH SOLUTION. User Manual. Version 8.2. Jan 2016. www.vxsearch.com info@flexense.com. Flexense Ltd. VX Search FILE SEARCH SOLUTION User Manual Version 8.2 Jan 2016 www.vxsearch.com info@flexense.com 1 1 Product Overview...4 2 VX Search Product Versions...8 3 Using Desktop Product Versions...9 3.1 Product

More information

Launch Create Store. Import Orders Enter Orders Manually Process Orders. Note: Ctrl+click on a number to jump to that topic.

Launch Create Store. Import Orders Enter Orders Manually Process Orders. Note: Ctrl+click on a number to jump to that topic. Order Manager Version 5 QUICK START GUIDE Updated 1/6/11 About the Quick Start Guide This Quick Start Guide is designed to help users get started with the Order Manager as rapidly as possible. Although

More information

How To Use Microsoft Gpa On Microsoft Powerbook 2.5.2.2 (Windows) On A Microsoft P2.1 (Windows 2.2) On An Uniden Computer (Windows 1.5) On Micro

How To Use Microsoft Gpa On Microsoft Powerbook 2.5.2.2 (Windows) On A Microsoft P2.1 (Windows 2.2) On An Uniden Computer (Windows 1.5) On Micro Microsoft Dynamics GP Analytical Accounting Copyright Copyright 2011 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,

More information

Web based training for field technicians can be arranged by calling 888-577-4919 These Documents are required for a successful install:

Web based training for field technicians can be arranged by calling 888-577-4919 These Documents are required for a successful install: Software V NO. 1.7 Date 9/06 ROI Configuration Guide Before you begin: Note: It is important before beginning to review all installation documentation and to complete the ROI Network checklist for the

More information

PageR Enterprise Monitored Objects - AS/400-5

PageR Enterprise Monitored Objects - AS/400-5 PageR Enterprise Monitored Objects - AS/400-5 The AS/400 server is widely used by organizations around the world. It is well known for its stability and around the clock availability. PageR can help users

More information

Moving a database from MS Access to MS SQL server. Introduction. Selecting the database. Creating a Data Source

Moving a database from MS Access to MS SQL server. Introduction. Selecting the database. Creating a Data Source GO Software Pty Limited Map: 27 Tacoma Blvd, Pasadena SA 5042 Phn: 0403-063-991 Fax: none ABN: 54-008-044-906 ACN: 008-044-906 Eml: support@gosoftware.com.au Web: www.gosoftware.com.au Moving a database

More information

[The BSD License] Copyright (c) 2004-2011 Jaroslaw Kowalski jaak@jkowalski.net

[The BSD License] Copyright (c) 2004-2011 Jaroslaw Kowalski jaak@jkowalski.net Software used by portions of this application require the following license statement: [The BSD License] Copyright (c) 2004-2011 Jaroslaw Kowalski jaak@jkowalski.net All rights reserved. Redistribution

More information

Tips and Tricks SAGE ACCPAC INTELLIGENCE

Tips and Tricks SAGE ACCPAC INTELLIGENCE Tips and Tricks SAGE ACCPAC INTELLIGENCE 1 Table of Contents Auto e-mailing reports... 4 Automatically Running Macros... 7 Creating new Macros from Excel... 8 Compact Metadata Functionality... 9 Copying,

More information

GP Agent. for Microsoft Dynamics GP 2013

GP Agent. for Microsoft Dynamics GP 2013 GP Agent for Microsoft Dynamics GP 2013 mc 2 GP Agent for Microsoft Dynamics GP 2013 Revised for Microsoft Dynamics GP 2013 Last Revised on: July 2, 2013 mc 2 MC2,INC. 7 CARRIAGE DRIVE, STAMFORD, CT 06902

More information

Installation Guide for Workstations

Installation Guide for Workstations Installation Guide for Workstations Copyright 1998-2005, E-Z Data, Inc. All Rights Reserved. No part of this documentation may be copied, reproduced, or translated in any form without the prior written

More information

Office of History. Using Code ZH Document Management System

Office of History. Using Code ZH Document Management System Office of History Document Management System Using Code ZH Document The ZH Document (ZH DMS) uses a set of integrated tools to satisfy the requirements for managing its archive of electronic documents.

More information

ERserver. iseries. Work management

ERserver. iseries. Work management ERserver iseries Work management ERserver iseries Work management Copyright International Business Machines Corporation 1998, 2002. All rights reserved. US Government Users Restricted Rights Use, duplication

More information

WINDOWS GUI & WINDOWS CHARACTER-BASED INSTALLATION GUIDE

WINDOWS GUI & WINDOWS CHARACTER-BASED INSTALLATION GUIDE WINDOWS GUI & WINDOWS CHARACTER-BASED INSTALLATION GUIDE This chapter of the Installation Guide is designed to specifically provide you with complete installation instructions when installing Infinity

More information

Team Foundation Server 2010, Visual Studio Ultimate 2010, Team Build 2010, & Lab Management Beta 2 Installation Guide

Team Foundation Server 2010, Visual Studio Ultimate 2010, Team Build 2010, & Lab Management Beta 2 Installation Guide Page 1 of 243 Team Foundation Server 2010, Visual Studio Ultimate 2010, Team Build 2010, & Lab Management Beta 2 Installation Guide (This is an alpha version of Benjamin Day Consulting, Inc. s installation

More information

Table of Contents. 2 Getting Started Guide

Table of Contents. 2 Getting Started Guide Table of Contents Welcome... 3 Training & Support... 3 Accessing the online support center... 4 1. System Requirements... 5 2. Installing the Free Evaluation Version... 7 3. Software Download Instructions...

More information

Credit & Debit Application

Credit & Debit Application USER MANUAL ALL TERMINAL PRODUCTS Credit & Debit Application Magic Models: C5, X5, X8, M3, M8 V Series Models: V5, V8, V9, V8 Plus, V9 Plus 1 Dejavoo Systems Instruction Manual V429.12 Instruction Manual

More information

Emdeon ecashiering Manual. February 22, 2010

Emdeon ecashiering Manual. February 22, 2010 Emdeon ecashiering Manual February 22, 2010 Purpose... 4 Objectives... 4 Special Symbol... 4 Introduction to Emdeon ecashiering... 5 ecashiering Access... 5 Suggested ecashiering System Roles... 5 ecashiering

More information

Chronicle USER MANUAL

Chronicle USER MANUAL Chronicle USER MANUAL 1st Edition 2 IN THIS MANUAL Part One The Chronicle Interface The Overview Screen The Bill Detail Screen Part Two Creating, Editing and Viewing Bills Creating Your First Bill Editing

More information

Team Foundation Server 2012 Installation Guide

Team Foundation Server 2012 Installation Guide Team Foundation Server 2012 Installation Guide Page 1 of 143 Team Foundation Server 2012 Installation Guide Benjamin Day benday@benday.com v1.0.0 November 15, 2012 Team Foundation Server 2012 Installation

More information

GFI LANguard 9.0 ReportPack. Manual. By GFI Software Ltd.

GFI LANguard 9.0 ReportPack. Manual. By GFI Software Ltd. GFI LANguard 9.0 ReportPack Manual By GFI Software Ltd. http://www.gfi.com E-mail: info@gfi.com Information in this document is subject to change without notice. Companies, names, and data used in examples

More information

Table of Contents. Introduction...9. Installation...17. Program Tour...31. The Program Components...10 Main Program Features...11

Table of Contents. Introduction...9. Installation...17. Program Tour...31. The Program Components...10 Main Program Features...11 2011 AdRem Software, Inc. This document is written by AdRem Software and represents the views and opinions of AdRem Software regarding its content, as of the date the document was issued. The information

More information

Bank Account 1 September 2015

Bank Account 1 September 2015 Chapter 8 Training Notes Bank Account 1 September 2015 BANK ACCOUNTS Bank Accounts, or Bank Records, are typically setup in PrintBoss after the application is installed and provide options to work with

More information

Resource Online User Guide JUNE 2013

Resource Online User Guide JUNE 2013 Resource Online User Guide JUNE 2013 CHASE PAYMENTECH SOLUTIONS MAKES NO WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, WITH REGARD TO THIS MATERIAL, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES

More information

The Wells Fargo Payment Gateway Business Center. User Guide

The Wells Fargo Payment Gateway Business Center. User Guide The Wells Fargo Payment Gateway Business Center User Guide Contents 1 Introduction 1 About the Wells Fargo Payment Gateway service Business Center 1 About this guide 2 Access the Business Center 2 Log

More information

CRM4M Accounting Set Up and Miscellaneous Accounting Guide Rev. 10/17/2008 rb

CRM4M Accounting Set Up and Miscellaneous Accounting Guide Rev. 10/17/2008 rb CRM4M Accounting Set Up and Miscellaneous Accounting Guide Rev. 10/17/2008 rb Topic Page Chart of Accounts 3 Creating a Batch Manually 8 Closing a Batch Manually 11 Cancellation Fees 17 Check Refunds 19

More information

Yahoo! Merchant Solutions. Order Processing Guide

Yahoo! Merchant Solutions. Order Processing Guide Yahoo! Merchant Solutions Order Processing Guide Credit Card Processing How It Works The following charts provide an overview of how online credit card processing works. Credit Card processing for Yahoo!

More information

Accounts Payable User s Guide. Version 7.6 2210.AP76

Accounts Payable User s Guide. Version 7.6 2210.AP76 Accounts Payable User s Guide Version 7.6 2210.AP76 1995, 1997, 2000, 2003 2010 by Open Systems Holdings Corp. All rights reserved. No part of this manual may be reproduced by any means without the written

More information

3 Easy Steps to Get Started

3 Easy Steps to Get Started Quick Start Guide Contents 1. What is icafe Manager?... 4 1.1. Server... 4 1.2. Client Terminal... 4 2. Downloading, Registering & Activating Cafe Code... 5 2.1. Downloading icafe Manager:... 5 2.2. Registering

More information

aims sql server installation guide

aims sql server installation guide aims sql server installation guide Document Version: 4000 February 2015 CONTENTS AIMS Installation Guide... 3 Installing the AIMS Software... 4 Pre-Requisites... 4 Installation... 4 Shortcuts... 4 Directory

More information

How To Set Up Total Recall Web On A Microsoft Memorybook 2.5.2.2 (For A Microtron)

How To Set Up Total Recall Web On A Microsoft Memorybook 2.5.2.2 (For A Microtron) Total Recall Web Web Module Manual and Customer Quick Reference Guides COPYRIGHT NOTICE Copyright 1994-2009 by DHS Associates, Inc. All Rights Reserved. All TOTAL RECALL, TOTAL RECALL SQL, TOTAL RECALL

More information

Remote Desktop access via Faculty Terminal Server Using Internet Explorer (versions 5.x-7.x)

Remote Desktop access via Faculty Terminal Server Using Internet Explorer (versions 5.x-7.x) Remote Desktop access via Faculty Terminal Server Using Internet Explorer (versions 5.x-7.x) Start your Internet Explorer browser and direct it to the faculty home page. Click on the link Remote Access,

More information

Migrating From Bobcat Mail To Google Apps (Using Microsoft Outlook and Google Apps Sync)

Migrating From Bobcat Mail To Google Apps (Using Microsoft Outlook and Google Apps Sync) Migrating From Bobcat Mail To Google Apps (Using Microsoft Outlook and Google Apps Sync) This document is intended for those users moving from WVWC s Bobcat Mail system to the new Google Apps mail system

More information

PAYLINE USER GUIDE. 1 Logging into Payline. 2 - Processing a Purchase

PAYLINE USER GUIDE. 1 Logging into Payline. 2 - Processing a Purchase PAYLINE USER GUIDE Payline is a web-based payment management client that can be used to process credit card transactions manually, process refunds, set up recurring payments and generate reports to name

More information

Server Installation, Administration and Integration Guide

Server Installation, Administration and Integration Guide Server Installation, Administration and Integration Guide Version 1.1 Last updated October 2015 2015 sitehelpdesk.com, all rights reserved TABLE OF CONTENTS 1 Introduction to WMI... 2 About Windows Management

More information

Skipjack VPOS User Guide

Skipjack VPOS User Guide Skipjack VPOS User Guide Skipjack 2230 Park Avenue Cincinnati, OH 45206 www.skipjack.com User Guide Table of Contents Click on a topic below to view its contents. Logging in to Your Account p. 3 Launch

More information