Setup for PCCharge. Important Pre-Installation Notes for PCCharge. Installation Overview. Step 1 Install And Set Up PCCharge on the Fileserver

Transcription

1 Setup for PCCharge Before setting up PCCharge, first perform a Store Closing in The General Store. Make sure all credit card transactions have batched out under your previous authorization/batch out method. Important Pre-Installation Notes for PCCharge PCCharge Version The General Store version 8.0 supports PCCharge Payment Server version or higher. Batching Out (Settlement) for the Day Installation Overview The General Store does not control the PCCharge interface for purposes of clearing your credit card batch at the end of the day. You must perform credit card settlement from the PCCharge interface daily. (See the PCCharge documentation). Installing PCCharge Payment Server v5.8.1 involves several steps as outlined below: 1) Install and configure PCCharge Payment Server on the main computer (in networked environments, this would be the fileserver. a) Install the PCCharge Payment Server software. b) Install the PCCharge SSL certificates (necessary for PA-DSS compliance) c) Set the certificate stores. d) Configure the PCCharge Payment Server 2) Install and configure PCCharge Client on any client workstations (network systems only) a) Install PCCharge Client b) Install the PCCharge SSL certificates (necessary for PA-DSS compliance) c) Set the certificate stores. 3) Configure The General Store for PCCharge. 4) Run a test credit card transaction inside PCCharge. 5) Re-register SigBox ActiveX control. 6) Run a test credit card transaction inside the General Store. Step 1 Install And Set Up PCCharge on the Fileserver Step 1A - Install the Payment Server Software Whether you are running only one computer in your store, or a network, you must first install and configure PCCharge Payment Server, following the instructions provided with the software. Your credit card service provider will provide you with the necessary merchant setup information, which must be entered into the software through its Setup Wizard. In a networked environment, PCCharge Payment Server must be installed on the server. PCCharge Client must be installed on each workstation. When you install PCCharge Payment Server, you must change the default install location. From the PCC installation screens, select Custom install: 5

2 S E T U P F O R P C C H A R G E 6

3 C H A P T E R 1 3 C R E D I T C A R D S Click the Change button by the Install directory: Change the install location to: C:\GenStore\Active-Charge. Click OK and proceed with the installation. 7

4 S E T U P F O R P C C H A R G E Step 1B - Install the Payment Server SSL (Secure Socket Layer) Certificate The General Store now uses TCP/IP SSL for PCCharge integration. Follow these steps to install the PCCharge SSL certificate. 1. Browse the PCCharge CD for the SSL certificate directory and copy that directory off the CD to the C: drive on your computer. 2. Browse to the SSL certificate directory you just copied to your C: drive and double click the file named: PCCHargeDefaultCertificate.pfx. 3. You will see the certificate import wizard screen shown below. Click Next to proceed. 4. Click Next again. 8

5 C H A P T E R 1 3 C R E D I T C A R D S 5. You will then be prompted to enter the password for the private key. Simply click Next. 6. You will then be asked to select a certificate store. Again, simply click Next here. 7. You will see the screen shown below. Simply click Finish 9

6 S E T U P F O R P C C H A R G E Step 1C Set the Certificate Stores The certificate installation you just performed set the certificate store to the current user. However, it needs to be set to the local computer as well. Follow these steps: 1. Click Start, Run. Then enter mmc and click OK. 2. Now click File, Add Remove Snap-in

7 C H A P T E R 1 3 C R E D I T C A R D S 3. Click Add, Certificates, and Add again Make sure My user account is selected and click finish. 4. Now we have do add the local computer snap-in. With Certificates still highlighted, click Add

8 S E T U P F O R P C C H A R G E Make sure Computer account is selected and click Next. Then make sure Local computer is selected and click Finish. 5. You should now see both certificate stores listed. Click OK. 6. Now we need to place a copy of the PCCharge certificate in the Local Computer certificate store. Navigate to the PCCharge Certificate as shown below. The right-click on the certificate name and click Copy. 12

9 C H A P T E R 1 3 C R E D I T C A R D S 7. Now Navigate to the Local Computer/Personal section as shown below and right-click on the Personal tag. Then click Paste. 8. Next, click File then Save as shown below. 9. Finally, click File then Exit. Your certificates are now in place. Step 1D - Configure PCCharge on the Fileserver Enter Your Merchant Information Start PCCharge and set up your merchant account information and your users. (We suggest making a note of your merchant number and processor code from the PCCharge setup screens.) Setup PCCharge Users PCCharge Payment Server ships with a default user, User1. To integrate with point of sale, you must have additional user(s). If you are only a single user with The General Store, you must obtain and add the following user: User01. If you have multiple point of sale stations that will be processing credit cards, you must obtain additional, licensed users from PCCharge. Each TGS station that will process credit cards requires a corresponding user in PCCharge. As an example, if you have a network setup for The General Store, and Station #1 in TGS is your back office station, but you have two point-of sale-registers, you must have 13

10 S E T U P F O R P C C H A R G E User01, User02 and User03 in PCCharge. The user names in PCCharge are determined by the station numbers of your point of sale stations. TGS Station # PCCharge User # 01 USER01 02 USER02 03 USER03 To do this, first start PCCharge by clicking Start, Programs, PCCharge Pro for Windows; PCCharge Pro for Windows (if you are using PCCharge Payment Server, click Start, Programs, PCCharge Payment Server, and PCCharge Payment Server). Click on Setup then select Users from the drop down menu. You will see a default user named "User1". In the User box enter: 1. User01 2. Then click Add. Note that if you will be using the PCCharge on more than one station, you must enter the users here following the same format (Userxx where xx is the user number). The maximum users permitted shows in the top of the screen. With exception of the default User1, all other user numbers must be two digits! User01, User02,.,User09,User10, etc. 14

11 C H A P T E R 1 3 C R E D I T C A R D S Set PCCharge for Secure TCP/IP Integration The PA-DSS stipulates that all integration between The General Store and PCCharge be secure. So, in addition to the SSL certificates you installed earlier, you must also set PCCharge for secure TCP/IP integration. Follow these steps: 1. Start PCCharge. Then access the PCCharge main menu by clicking the PCCharge icons in your systray. 2. Click Setup, Configure System. This will bring up the Preferences screen, where you can click the Advanced button. 3. From the Advanced Configuration Setup screen, click the Configure IP Settings button. 4. From the Integration Configuration screen, in the Secure TCP/IP Integration section, click the check box for Enable Secure TCP/IP Integration. Then click the OK button. 5. That s it for the PCCharge setup on the fileserver. You can now minimize PCCharge. Step 2 Install PCCharge Client and SSL Certificates on Each Additional Workstation (Network Users) If you are running a network version of The General Store and you wish to process credit card transactions on any workstations besides the fileserver, you must: 1. Install PCCharge Client on each additional workstation 2. Install and configure the PCCharge SSL certificate on each additional workstation. Step 2A Installing PCCharge Client Insert Your PCCharge CD into the CDROM drive. Select the PCCharge Client option and follow the prompts. 15

12 S E T U P F O R P C C H A R G E No additional setup is necessary within the PCCharge Client software. It must merely be resident on the workstations. Step 2B - Install the Payment Server SSL (Secure Socket Layer) Certificate The General Store now uses TCP/IP SSL for PCCharge integration. Follow these steps to install the PCCharge SSL certificate. 1. Browse the PCCharge CD for the SSL certificate directory and copy that directory off the CD to the C: drive on your computer. 2. Browse to the SSL certificate directory you just copied to your C: drive and double click the file named: PCCHargeDefaultCertificate.pfx. 3. You will see the certificate import wizard screen shown below. Click Next to proceed. 4. Click Next again. 16

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14 S E T U P F O R P C C H A R G E 5. You will then be prompted to enter the password for the private key. Simply click Next. 6. You will then be asked to select a certificate store. Again, simply click Next here. 7. You will see the screen shown below. Simply click Finish 18

15 C H A P T E R 1 3 C R E D I T C A R D S Step 2C Set the Certificate Stores The certificate installation you just performed set the certificate store to the current user. However, it needs to be set to the local computer as well. Follow these steps: 1. Click Start, Run. Then enter mmc and click OK. 2. Now click File, Add Remove Snap-in

16 S E T U P F O R P C C H A R G E 3. Click Add, Certificates, and Add again Make sure My user account is selected and click finish. 4. Now we have do add the local computer snap-in. With Certificates still highlighted, click Add

17 C H A P T E R 1 3 C R E D I T C A R D S Make sure Computer account is selected and click Next. Then make sure Local computer is selected and click Finish. 5. You should now see both certificate stores listed. Click OK. 6. Now we need to place a copy of the PCCharge certificate in the Local Computer certificate store. Navigate to the PCCharge Certificate as shown below. The right-click on the certificate name and click Copy. 21

18 S E T U P F O R P C C H A R G E 7. Now Navigate to the Local Computer/Personal section as shown below and right-click on the Personal tag. Then click Paste. 8. Next, click File then Save as shown below. 9. Finally, click File then Exit. Your certificates are now in place. 22

19 Step 3 Configure General Store for PCCharge From the main General Store screen, click Controls, then Store Controls, and select the Payment Methods tab. Make sure that the Credit / Debit Cards option is checked. Then click the Processor Maintenance button. Select PC Charge from the Authorizer dropdown window on the Credit Card Application Maintenance screen. 23

20 S E T U P F O R P C C H A R G E 24 You must enter the terminal ID Merchant Number and CC Processor Code information. This information is found in PCCharge under the setup wizard. Terminal ID Merchant Number and CC Processor Code First start PCCharge by clicking Start, Programs, PCCharge Pro For Windows, and PCCharge Pro for Windows (if you are using PCCharge Payment Server, click Start, Programs, PCCharge Payment Server, and PCCharge Payment Server). From the PCCharge main screen, click Setup, Merchant Setup, and Setup Wizard. Then click next. You will see the terminal ID merchant number in the "Credit Card Company Numbers " field. Enter this number into the Terminal ID Merchant# field in The General Store. From the same screen in the PCCharge Setup Wizard, look at the "Credit Card Processing Company Field". You will see the name of your processing company, followed by an abbreviation for the company in parentheses. This abbreviated company name is your CC Processor Code. For example, if your processing company were listed in this field as "Nova Information Systems, Inc. (NOVA)", CC Processor Code you would enter into The General Store would be NOVA. In our example, the processing company listed in PCCharge was NOVA (NOVA), so we entered NOVA into the CC Processor Code field in The General Store. PCCharge Security Settings Store Name Always set this to MY. Certificate Location Issued By Serial Number Always set this to 1. Always set this to PCChargeDefaultCertificate-CA. This is the serial number of the SSL certificate you installed earlier on the server. If you do not know the number, you can access it in the Microsoft Management Console. Simply click Start, Run, and then type MMC.

21 C H A P T E R 1 3 C R E D I T C A R D S Then click File, and Open, and select Console1.msc. Navigate to the certificate file as shown below. Double click the certificate name, then click the Details tab. The serial number will then be listed as shown above. 25

22 S E T U P F O R P C C H A R G E IP Address and TCP/IP Port IP Address Single User If you are running in a single user environment, then you can leave the IP address setting to the default of Network Installations TCP/IP Port Save Your Entries Otherwise, when running in a network environment, your fileserver must have a static IP address and this address must be entered in the IP address field. This field can be left to the default value of Before you start processing you must save your entries by clicking the Save icon on the navigational toolbar at the top of the screen. Then exit all stations out of the General Store. Step 4 Initialize PCCharge and Run a Test Transaction Finally, make sure PCCharge is up and running. Then run a test transaction directly within PCCharge. If successful, bring up the General Store and begin processing credit card transactions directly from point of sale. However, if you cannot process a credit card transaction directly from within PCCharge, contact Go software for assistance. Once they get you up and running, you will be able to begin processing credit cards directly from point of sale in the General Store. Step 5 - Re-Register SigBox.OCX On the computer where PCCharge is installed, re-register SIGBOX.OCX as follows: Click Start, then Run. Then type the following command in the "Open" box: regsvr32 C:\progra~1\common~1\fujitsu\sigbox.ocx Then press the ENTER key on your keyboard. You will see a message indicating that the registration has succeeded. 26

23 C H A P T E R 1 3 C R E D I T C A R D S Again, press the ENTER key on your keyboard. Step 6 Run a Test Credit Card Transaction in the General Store Once PCCharge is working on its own, you must run a test credit card transaction in The General Store to make sure the setup work you did in steps 1 through 5 was done properly. If you are a network user, run a test on each workstation. If the test fails on any workstation, including the fileserver, contact technical support. 27

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25 C H A P T E R 1 3 C R E D I T C A R D S Setup For Mercury Payment Systems Step 1 - Installing the DSI Client To use the Mercury Payment Systems interface in The General Store, you must install the DSI Client application. You may obtain this application either from your General Store install CD, or by downloading it from the internet. The DSI Client must be installed on every workstation that will be processing credit cards. Installing From CD For downloading, select the DSI Client Application Install. Click the link and save the file to your desktop. You must extract the files after downloading. The General Store install CD also contains a folder called: DSIClient. Follow these steps: 1. Insert the CD in your drive, and select the Browse button. Locate the folder DSIClient on the CD and double click it. 2. After extracting your downloaded files, or from The General Store CD, double click on setup.exe. 3. Click Next completely through the install, then finish. You must reboot your computer after the installation. Step 2 - Configuring the General Store You should have received a set up sheet with your client information from Mercury Payment Systems (see example below): 29

26 S E T U P F O R M E R C U R Y P A Y M E N T S Y S T E M S 1. From the main General Store screen, click Controls, then Store Controls, and select the Payment Methods tab. 2. Make sure that the Credit / Debit Cards option is checked. Then click the Processor Maintenance button. 3. Click the down arrow by Processor and select DataCap DSIClientX. 4. Enter the information from your Mercury Payment Setup document exactly as it appears, including your Merchant number and the Payment Server addresses. 5. The Terminal ID and Password fields are not required. 6. Save your changes in Controls and exit The General Store completely, then restart. 7. You should test your credit card processing at point of sale prior to opening your store. 30