COMPLETING PCI CERTIFICATION IN TRUSTKEEPER PCI MANAGER

Transcription

1 COMPLETING PCI CERTIFICATION IN TRUSTKEEPER PCI MANAGER Go to and click Verify Compliance at the top of the page. On the Verify Compliance page, click Register and Get Certified. (If you ve already created your TrustKeeper PCI Manager account, click Get Certified.) On the next page, click Get Started. Enter the requested information about your company. Indicate how your business accepts credit cards. Copyright 2013 Trustwave Holdings, Inc. All rights reserved. 1

2 Then indicate how your business processes credit card payments. Create your User Account, complete the Security Questions and Answers and then click Register. After this information is entered, your registration will be complete. Write down your username and password as you will need this information to log back into your account. 2 Copyright 2013 Trustwave Holdings, Inc. All rights reserved.

3 Click Next to create your Merchant Profile. Enter the required information about your company in the Merchant Profile tab. Please read the Business Environment summary carefully and verify that the information you provided is correct. Copyright 2013 Trustwave Holdings, Inc. All rights reserved. 3

4 Next, (if applicable) identify any devices (terminals, payment software applications, services, etc.) that you use to process credit card purchases from your customers. If your business requires scanning, you ll be prompted to setup the scans. You have the option to continue without scanning, or you can scan now. If you choose to scan now, the scan will run in the background and you will be able to continue on to the Self-Assessment Questionnaire. 4 Copyright 2013 Trustwave Holdings, Inc. All rights reserved.

5 You will then be presented with two options to complete the Self-Assessment Questionnaire. Selecting the Step-By-Step Wizard option is encouraged as it will help simplify the certification process using easy-to-understand language. If you choose the Expert Level Form option, the full Self-Assessment Questionnaire form will be generated. By choosing the Step-By-Step Wizard Option, you will be asked a few questions about card data storage and processing. Copyright 2013 Trustwave Holdings, Inc. All rights reserved. 5

6 Next, the different modules to complete the Self-Assessment Questionnaire will be presented. Different modules will be presented depending on how you process payments. Click Begin next to each module to start. While answering the questions, the PCI Wizard provides assistance along the way. Click the i icon for information about why the question is important, and the? icon for help on the question; the question will be asked in a couple of ways to help you better understand what is being asked. 6 Copyright 2013 Trustwave Holdings, Inc. All rights reserved.

7 Once each module is completed, you will either receive a notification that the section was completed successfully, or that there is Action Required. If you answered a question in a way that will consider you non-compliant, you will receive Action Required notification, and a task will be added to the To Do List. OR The To Do List will provide a few different ways to resolve each task. You can either resolve the task right away, or you can come back to it once you have completed the PCI Wizard. When the task is resolved, you can update your answer and the task will be removed from the list. Copyright 2013 Trustwave Holdings, Inc. All rights reserved. 7

8 Once you have completed all of the tasks on the To Do List, the box below will appear indicating that you are almost finished with the process, and have successfully completed the PCI Wizard. Click Next to review the PCI Certification form and complete the submission process. Next, review the Eligibility section and complete any questions that are unanswered. Once the Eligibility section is complete, click Acknowledge & Submit. 8 Copyright 2013 Trustwave Holdings, Inc. All rights reserved.

9 The final step is to complete the Confirmation of Compliant Status and click Submit. If your certification was successfully completed, this message will be displayed on your screen: By clicking Visit your PCI Dashboard, you can review, download and print a full report of your answers. Copyright 2013 Trustwave Holdings, Inc. All rights reserved. 9