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1. Page 40 CreditNow AutoProcessor Configuring and Testing the AutoProcessor Configuring Imports The file you choose to work with appears on a screen like the following o Configure Import Column name Fields Columns with Data from fnms txt identifies z z A field unassigned unassigned unassigned unassigned unassigned 6011 9796 8607 3072 11 06 1234 aire Ha 5191 4090 3756 0100 11 05 3212 e delimite P TOTER T TEN 5191 4090 3756 0100 12 05 text fil Authorized t pres ghar 6011 9247 5752 2219 05 05 AV Requested ran AVS l List of Batch ID Import File Default Values After Import available field names names marked with an asterisk BillAddress Address1 BillAddress Address2 BillAddress Apt BillAddress City BillAddress Country Delimiter Tab Options First Row Contains Field Names V Fields Include Quotes BillAddress E mail BillAddress FirstName BillAddress HomePhone BillAddress LastN ame BillAddress Middlelnitial BillAddress State Prov Required Fields are required Comma C Other Default Layout Templates Cancel Each record is a transaction The records in your text file appear nicely separated on the screen with the fields in individual columns But the fields are not identified All the columns are labeled unassigned 4 Click on _bavout Templates to view a list of import templates including ICV Style Settings Expir
2. 4 Click on Queue 5 Click on Resend Batch to view CreditNow AutoProcessor Page 91 Using the Queue Operating the AutoProcessor CreditNow AutoProcessor E xj 2 re you sure you want to resend the selected batch es to the processor Yes No 6 Click on Yes to view belcreditnow AutoProcessor lol x File Queue Configure Help Log Queue File Count Status Uploaded As Uploaded H123 imp 20 Waiting Paused t000000 001 2 12 2003 8 52 4 fzamplebbd imp 20 Ready to Upload t000000 002 Server is PAUSED Resume Prepared batch imported from samplebbd imp for Resend Will be sent when Credithh 7 Click on Resume The file is resent to the processing service Page 92 CreditNow AutoProcessor Chapter 7 Maintaining and Troubleshooting This chapter describes how to troubleshoot and maintain the AutoProcessor CreditNow AutoProcessor Page 93 Maintenance Contract Maintaining and Troubleshooting Maintenance Contract The AutoProcessor comes with a year of free maintenance support and updates When the year expires you may renew the maintenance contract by contacting Auric Systems International For information on the expiration date of your contract and on contacting Auric Systems International 1 Make sure you re running the AutoProcessor live not demo 2 Click on Help 3 Click on About to view a screen like the following About CreditNow AutoProc
3. CreditNow AutoProcessor Page 103 Table of Keyboard Commands A Keyboard Shortcuts Menu Task Press These Keys Configure Configure open menu ALT C Directories ALT C D Exports ALT C E Imports ALT C Options ALT C O Processor Settings ALT C P Remote Utility ALT C R Communication Serial Number and ALT C N Activation Key File File open menu ALT F Archive ALT F A Close ALT F C Exit application only ALT F X Optimize ALT F T Verify and Repair ALT F V Help Help open menu ALT H About ALT H A Auric Systems International ALT H H Home Page Configuration Report ALT H C Field Reference ALT H F Get Acrobat Reader ALT H G Maintenance Contract not ALT H available in demo version Management Tools Manual ALT H M for Viewer only User Manual for ALT H U AutoProcessor only or press F1 on your keyboard Page 104 CreditNow AutoProcessor A Keyboard Shortcuts Table of Keyboard Commands Menu Task Press These Keys Queue Queue open menu ALT Q Check Response Files Now ALT Q C Download Any File ALT Q A Pause Resume toggle ALT Q P or ALT Q R Remove Batch ALT Q V Resend Batch ALT Q N The following table lists keyboard commands for buttons Button Press These Keys ENTER Resume ALTQ R CreditNow AutoProcessor Page 105 Tab
4. 7 To retrieve more files click on 8 To exit click Done Page 88 CreditNow AutoProcessor Operating the AutoProcessor Using the Queue Removing Batches from the Queue The AutoProcessor allows you to remove any batch from the queue Auric Systems International does not recommend this procedure To remove a batch from the queue 1 Click on 2 Click on the Queue tab to view the files on queue fel CreditNow AutoProcessor F PAUSED l0l x File Queue Configure Help Log Queue Fe Cout Stus JUpoadedAs Uploaded kS samplebbd imp 20 Waiting Paused to00000 002 2 12 2003 8 59 14 Server is PAUSED Server Paused _______ Z 3 Click on the file you want to remove in this case samplebbd imp to view Queue ee imp 20 Waiting Paused 2 12 2003 8 59 15 4 Click on Queue CreditNow AutoProcessor Page 89 Using the Queue Operating the AutoProcessor 5 Click on Remove Batch to view CreditNow AutoProcessor E s x gt The selected batch will be removed and its transactions deleted From CreditNow AutoProcessor Would you like to 2 Export these transactions before removing the batch Click Yes to Export and then delete No to just delete or Cancel to not delete anything w cme 6 You have three choices e Click on Yes and the transactions are immediately and automatically exported Then the file is immediately deleted
5. SAE Tul BillAddress WorkPhone a J Read Merchant Alias from Comment 2 Clerk Captured Date X Required Fields Default OK Cancel Action Comment 2 Comment 1 Account C4 Summit RIFY 234 160 5191409037560100 0511 J The AutoProcessor assigns its best estimate of the correct field name to each column If you have selected the correct text file at Step 3 and the correct template at Step 5 you should not need to make any further changes Go to Step 17 7 To change a field name click on a field name in the Fields list then If you want to use aliases drag the name to the column place the Comment 2 field ae ne te ee If you place your selection over an existing column name for at contains the aliases i f You should also place a example replacing BillAddress with ShipAddress the old name check mark next to Read automatically returns to the Fields list Merchant Alias from Comment 2 Clerk If you don t assign a field name to a column then that column of information isn t sent to your processing service unassigned columns aren t imported 8 Click on the Import File tab to view CreditNow AutoProcessor Page 111 Configuring Imports with Templates B ICVerify ICV Style Files Configure Import Fields Columns with Data from fnms_txt Account unassigned unas
6. ccccessceseeeseeesseeeteeeteeeees 96 Backing Up and Restoring the Database 0 ceceeceeseeereeneeneeees 97 Deleting Old Files cx se scsucunceiansta ev dient awe bat Aes 98 Optimizing the Data Tables i 2 ssuesssecdsssnaestbongsdacsietd mcxsitevatasseende 99 Verifying and Repairing the Database ee eeeeseeseeeeeeteeeee 101 Appendix A Keyboard Shortcuts sseesseeeeeeeeeees 103 Appendix B ICVerify ICV Style Files cccceeeeees 107 Preparing for Configuration cccccccecccceeseeeseeenseeeteceteeeeeeeesees 108 Configuring Imports with Templates 2 0 0 0 ee ceeeeeeetecneeereeerees 109 Exports with emplatesica sncucsecsri vars iciee Maced eeiac lianas cious 115 Appendix C Processor Specific Information 121 C 1 Card Services InternationaL LinkPoint Batch 00 122 C 2 First National Merchant Solutions BAS eceeeceeeee 127 C 3 Chase Paymientech Solutions ssccscassecctsasesedasessescvonsveecess 134 C 4 TransFirst ePayment Services catiscsveececicicdetsseuactuaends 140 e A E A E eee it Ere aeer rere rte ree 151 Page ii CreditNow AutoProcessor Currently one management tool accompanies the AutoProcessor The Viewer lets you view and summarize the AutoProcessor s activity For more information see the CreditNow AutoProcessor Management Tools Manual Chapter 1 Welcome to the CreditNow AutoProcessor Thank you for selecti
7. 11 Click on to view CreditNow AutoProcessor Page 11 Installing the AutoProcessor Installing the AutoProcessor G Important Notes Please read the ReadMe txt file for last minute changes updates and important notes about running CreditNow AutoProcessor as an NT service lt Back Cancel 12 Click on to view Finished Xi Setup is complete and CreditNow AutoProcessor is now installed Click Close to end the Setup lt Back Cancel 13 Click on The AutoProcessor is now installed The Viewer is also installed unless you decided against installing it at Step 6 Page 12 CreditNow AutoProcessor Installing the AutoProcessor Starting the AutoProcessor the First Time As an Application Starting the AutoProcessor the First Time As an Application When you start the AutoProcessor it s ready to process files 2 immediately You should Click on Programs not send import files to 3 Click on CreditNow AutoProcessor the AutoProcessor until 3 F you ve configured it as 4 Click on CreditNow AP to view a screen like the following explained in Chapter 4 Otherwise the files may be rejected or processed in ways you didn t intend Copyright 1996 2003 Aurie Systems International Ail rights reserved Database tables verified 5 The main screen appears CreditNow AutoProcessor Page 13 Starting the AutoProcessor the First Time As
8. Server Paused ___ 4 Click on CreditNow AutoProcessor Page 61 Testing Your Configuration Configuring and Testing the AutoProcessor 5 Check the queue to see if the file is on the queue For example Queue aes e u U Uploaded As 100 Imported 6 Click on Resume 7 The AutoProcessor simulates the waiting time that processing services recommend before retrieving a file for TransFirst for example the wait is 20 minutes for FNMS it s 5 minutes When the file is processed and exported the file is removed from the queue The following figure shows how a typical session looks in the log KfcreditNowi AutoProcessor File Queue Configure Queue 2 8 2003 3 32 13 PM 2 8 2003 3 32 08 PM 2 8 2003 3 32 07 PM 2 8 2003 3 32 07 PM 2 8 2003 3 32 06 PM 2 8 2003 3 32 05 PM 2 8 2003 3 32 05 PM 2 8 2003 3 32 05 PM 2 8 2003 3 27 07 PM 2 8 2003 3 27 05 PM 2 8 2003 3 27 05 PM 2 8 2003 3 27 05 PM Help Information g Information a Information a Information Information o Information G Information Q Information a Information Q Information SE Information Q Information a Information lt 2 Information GE Information Q Information GE Information Aa Database Cleanup Complete File Exported Cleaning Up Database Exported 100 records in 3 91 seconds 25 60 records Exported 75 Approvals 25 Declines to C Program File Export Compite Starting Export
9. You must have an active Internet connection 6 Click on the Merchant IDs tab to view a screen like the following CreditNow AutoProcessor Page 123 C 1 Card Services InternationaL LinkPoint Batch C Processor Specific Information o LinkPoint Jey ES 7 10 Server Info Merchant IDs Merchant ID Alias Description Add Delete 111111111111 DEMO The information on this screen is used later when you configure import files At that time the merchant ID s and associated description s are automatically listed under the Default Values tab in the Merchant ID box The default merchant ID and description work in demo version only you may delete them after you add genuine information Clickon Add to create a blank line where you can type in the merchant ID alias and description Type the merchant ID into the Merchant ID box This number is supplied by CSI and must be typed exactly as supplied The AutoProcessor can support multiple merchant numbers with each number representing a different company merchant name Enter an alias if you want to The alias is needed only to provide compatibility with ICV style files Otherwise it s optional An alias Page 124 CreditNow AutoProcessor C Processor Specific Information C 1 Card Services InternationaL LinkPoint Batch 11 12 13 14 15 You must back up your database right now must be four characters or l
10. purchase card or check transactions to the AutoProcessor Close batch or settle The AutoProcessor works primarily with processing services configured for automatic settlement At some predefined time each day usually at midnight or at the close of the business day all open captured transactions are automatically settled You don t have to perform a manual Close Batch or Settle operation Page 22 CreditNow AutoProcessor Understanding the CreditNow AutoProcessor Understanding AutoProcessor Terms Communication files An external application can send a communication file to the AutoProcessor to tell it to resume working ONNOW CN or pause OFFNOW CN The AutoProcessor automatically deletes these files after they serve their purpose Directories For a list of the AutoProcessor s default directories and the types of files they contain see File directories and extensions below Done files When the AutoProcessor finishes importing a file into its database see Import file and directory below it either deletes the file or saves it with an extension of DNE for done During configuration you decide whether the AutoProcessor creates a done file Export file and The processing service processes the transactions and sends the results directory to the AutoProcessor The AutoProcessor updates its database with this information then prepares the processed transactions for export The AutoProcessor remember
11. select the field by clicking on the field name Then Click on To Move the selected field into the Fields to Export box ia Move all the available fields into the Fields to Export box ly Move the selected field into the Available Fields box that field isn t exported a Move all the fields into the Available Fields box no fields are exported la Page 46 CreditNow AutoProcessor Configuring and Testing the AutoProcessor Configuring Exports 7 The first field shown in the Fields to Export box is the first field to appear in the record for each transaction To change a field s position select the field by clicking on the field name Then Click on To Move a Field To the top spot in the box the beginning of the a record Up one spot A E y The AutoProcessor arranges each transaction record to show the fields you chose at Step 3 in the order you chose at Step 4 Down one spot To the bottom spot in the box the end of the record To return all fields to their default position with nine fields listed in their original order in the Fields to Export box click on Default 8 Ifnecessary change the defaults under Delimiter and Options Delimiter Options G Tab Export Field Names in First Record Include Quotes Around Each Field Comma J Export Unmasked Account Numbers Other J Split Approvals from Declines Step 9 an
12. AutoProcessor main 14 27 CreditNow AutoProcessor open 13 Divisions Paymentech 137 Download Any File 87 Finished installation 12 Important Notes installation 12 Log 61 80 Main CreditNow Viewer 73 Merchant IDs CSI LinkPoint 124 Merchant Numbers FNMS 129 Merchant Numbers TransFirst 142 New Merchant Information FNMS 124 130 New Merchant Information TransFirst 143 Options File Extensions 54 Options Reports 55 Options Troubleshooting 56 PGP TransFirst 144 Ready to Install installaton 11 Renew Maintenance Contract 95 Select Components installation 9 Select Layout Template 110 115 Select Model Import File 40 109 Select Program Folder 10 Select Program Folder installation 10 Server Info CSI LinkPoint 123 Server Info FNMS 131 Server Info Paymentech 138 Server Info TransFirst 146 Server Port Settings 37 Set Next Order Number 53 Set Priority 51 Setup CreditNow AutoProcessor Page 159 CreditNow AutoProcessor Index serial number and activation key 64 Setup select a processor installation 11 Software License Agreement installation 8 Submitters Paymentech 135 Welcome installation 8 Serial number 4 64 96 Server port settings 31 37 Service manager See Installation service manager Shut down See Exit the AutoProcessor Split approvals from declines 48 118 Startup 52 53 Status defined 85 Submitter ID and password 134 136 T TCP IP connection 6 7 Technical suppor
13. AutoProcessor remembers the name of the import file and uses this name for all other files only the extension changes For example the import file ABC IMP becomes ABC EXP ABC BAD ABC OK and so on If there is already a file with the same name in the same directory the AutoProcessor automatically adds a number to the file name to make it unique For example lt ABC DNE e ABC _001 DNE e ABC _002 DNE This numbering process continues for over two billion files ABC_2147483647 DNE If you somehow exceed this number a warning message appears However you can avoid the problem either by giving your import files unique names or by regularly backing up and clearing your IMPORT directory The external application places a delimited text file IMP in the AutoProcessor s IMPORT directory The AutoProcessor stores the contents of this file in its internal database and submits the transactions one by one to your processing service You can configure the AutoProcessor to either delete the original IMP file or save it with a DNE extension By default the AutoProcessor is set up to look in the IMPORT directory for the delimited text files The import directories can be on a remote machine or file server The AutoProcessor keeps a record of its own operations each day in a log file a basic ASCII text file with the extension LOG which it stores in the LOG directory This file tracks such events as pause resume import and export
14. Configuration 6 Click on the View tab to view Folder Options 2 xi General View File Types Folder views You can make all your folders look the same Reset All Folders Advanced settings C Files and Folders O Allow all uppercase names O Display the full path in title bar Hidden files Do not show hidden files Do not show hidden or system files Show all files C Hide file extensions for known file types Remember each folder s view settings O Show file attributes in Detail View O Show Map Network Drive button in toolbar Show pop up description for folder and desktop items hdl Restore Defaults OK Cancel Apply 7 Make sure the Hide file extensions box is empty if there s a check mark click on the box to remove the check mark 8 Click on 9 Using Windows Explorer check the file extensions on your files in the AutoProcessor s IMPORT directory 10 If necessary rename the files so they only have one extension Configuring Currencies The examples in this manual always use U S dollars To transact business in other currencies for example Euros change your processor settings The AutoProcessor and its management tools automatically use and display your chosen currency CreditNow AutoProcessor Page 35 Preparing for Configuration Configuring and Testing the AutoProcessor Understanding Fields The AutoProcessor im
15. O Docs Export 5 FilesFromProcessor Import O Log v gt OK Cancel 6 Select your new directory 7 When you re finished click on 8 Continue changing directories or click on again to return to the main CreditNow AutoProcessor screen Returning to Defaults To return to the defaults the directories in place after you install the AutoProcessor click on Default CreditNow AutoProcessor Page 51 Configuring Options Configuring and Testing the AutoProcessor Configuring Options The AutoProcessor lets you change startup options generate order Turning on additional logs numbers automatically change display options change file extensions may slow down your overall payment produce a batch summary report use file polling use explicit network processing and consume routes produce a configuration report and turn on additional logs large amounts of disk space Changing General Options 1 Click on Configure 2 Click on Options 3 Click on General to view Fa Options General File Extensions Reports Troubleshooting Startup Options I Start in Paused Mode Order Number Generation Next Generated Order Number 1 Sen Display Options Show All Currencies in Currency Lists Cancel On this screen you can start in paused mode automatically generate order numbers and show all the currencies in the currency list as explained
16. Routes receive errors saying the network drive isn t there you re probably having a routing problem Click on the Don t Use Remote Gateway as Default Gateway box Then try again Configuration 6 If you re experiencing difficulties and contact technical support Report you might be asked to generate a software configuration report You can also generate a configuration report from the Help menu Click on to view a screen like the following CREDITNOW AUTOPROCESSOR CONFIGURATION REPORT Created 2 23 2007 2 03 44 PM Version 3 1 15 2 Engine DBISAM Version 3 24 Directory C Program Files CreditNow AP DATA DatabaseMajor 126 DatabaseMinor 0 DatabaseBuild 1 GatewayEnumID 6 ProcessorEnumID 6 GatewayName Paymentech InterfaceMajorVersion 1 InfterfaceMinorVersion 0 GatewayAux 96 Byte v 01 7 1 CipherStrength 128 LogFile C Program Files CreditNow AP Log cnap DEMO 20070223 log This report has also been copied to the clipboard so you can paste it into other documents Debugging and 7 You may also turn on additional debugging and monitoring logs Monitoring Logs Use these logs with caution they may slow down your overall payment processing and consume large amounts of disk space CreditNow AutoProcessor Page 57 Configuring Options Configuring and Testing the AutoProcessor Log Purpose Notes BATCH LOG Displays unencrypted contents of any files bei
17. Systems International Phone 603 924 6079 E mail support AuricSystems com technical support sales AuricSystems com sales Web Site www AuricSystems com You can also reach the Auric Systems International home page directly from the Help menu 1 Click on Help 2 Click on Auric Systems International Home Page When you call or e mail please have your serial number handy When you purchased the AutoProcessor over the Internet the serial number and activation key were e mailed to you After you install the live AutoProcessor you can find your serial number and activation key under the Help menu 1 Click on Help 2 Click on About 3 Scroll down to find Serial Number and then Activation Key 4 Write down the numbers 5 Click on to leave the Help menu Page 4 CreditNow AutoProcessor Chapter 2 Installing the AutoProcessor This chapter describes the minimum and recommended system requirements for the CreditNow AutoProcessor and how to install and uninstall the software on your computer system CreditNow AutoProcessor Page 5 Minimum and Recommended System Requirements Installing the AutoProcessor Minimum and Recommended System Requirements Minimum System Requirements The AutoProcessor requires e A minimum of 256 Mbytes of memory e A TCP IP address for the computer where the AutoProcessor is installed e AUS Robotics modem The AutoProcessor runs on any of the
18. Upload of Transactions from G456 IMP as 79184 Bytes Uploaded Starting Upload of Transactions from G456 IMP as Pre Successful Dialup Connection Preparing G456 IMP for Upload Queued 100 Transaction s for Processing 2 8 2003 9 23 21 AM 2 8 2003 9 23 21 AM 2 8 2003 9 23 21 AM 2 8 2003 9 23 16 AM 2 8 2003 9 23 07 4M 2 8 2003 9 23 05 AM 2 8 2003 9 22 51 AM 2 8 2003 9 22 51 AM a Information Preparing Unique IDs for Transactions a Information Renamed G456 IMP to G456 DNE a Information Imported 100 records in 4 85 seconds 20 63 records Imported 100 Records from C Program Files CreditNo aS Information Import Complete Q Information Starting Import of C Program Files CreditN ow _AP Imy a Information Next Check for Files on Server Scheduled for 2 8 200 a Information Server Resumed at 2 8 2003 9 23 05 AM Q Information Server Paused a Information Server Paused at 278 2003 9 22 51 AM f Na z a s aana a ete ome b Next Check for Files on Server Scheduled for 2 8 2003 9 27 45 AM Page 80 CreditNow AutoProcessor Operating the AutoProcessor Understanding the Events Log The columns on the Log screen give you the following information Column Information Time The date mm dd yy and time hh mm ss when the event occurred Type The type of event Information such as submitting transaction Warning such as Rejected 20 Records or Error such as err
19. Windows Explorer 3 Under Program Files delete the entire CreditNow _AP directory To reinstall the AutoProcessor use the installation procedure described earlier in this chapter CreditNow AutoProcessor Page 15 Uninstalling and Reinstalling the AutoProcessor Installing the AutoProcessor Page 16 CreditNow AutoProcessor Chapter 3 Understanding the CreditNow AutoProcessor The AutoProcessor automatically sends transactions to your credit card purchase card and check processing service This chapter explains how the AutoProcessor handles each transaction defines important terms used throughout this manual and describes the main CreditNow AutoProcessor screen In the next chapter you ll use this information to set up the AutoProcessor so that it receives formats and sends transactions in the way you want CreditNow AutoProcessor Page 17 What Does the AutoProcessor Do Understanding the CreditNow AutoProcessor What Does the AutoProcessor Do A delimited text file is a simple ASCII text file information in the file is separated by a delimiter such as commas or tabs The AutoProcessor works only with applications that create delimited text files with a IMP extension However the applications don t have to be running on the same computer as the AutoProcessor they don t even have to be Windows or NT based The AutoProcessor waits a minimum of 5 minutes for the downlo
20. You will create major problems if for example import files and done files have the same file extension 5 Ifyou change your mind you can return to the defaults the extensions in place after you install the AutoProcessor Click on Default 6 When you ve finished changing the extensions click on Reports You can automatically generate batch summary report files whenever batch results are expected You can then import these CSV formatted reports into Excel The reports are stored in the BATCHREPORTS directory 1 Click on Configure 2 Click on Options 3 Click on Reports to view General File Extensions Reports Troubleshooting Batch Reports Check this box to automatically generate batch summary report files when batch results are exported These CSVY formatted reports will be placed in the Batch Reports directory Cancel CreditNow AutoProcessor Page 55 Configuring Options Configuring and Testing the AutoProcessor 4 If you want the AutoProcessor to automatically generate batch summary reports click on the box next to Batch Reports to enter a check mark The default is no check mark 5 Click on l Troubleshooting To solve various problems you may need to use file polling use explicit network routes display a report of configuration settings and turn on additional debugging and monitoring logs 1 Click on Configure 2 Click on Options 3 Click on Troubleshooting
21. an Application Installing the AutoProcessor bel CreditNow AutoProcessor File Queue Configure Help Log Queue 275 200 Q Information Startup completed 2 5 2003 9 25 36 AM S Information 2 5 2003 9 25 36 4M K Information 2 5 2003 9 25 32 4M Gi Information Initializing Paymentech communication layer Database tables verified Server Application Started at 2 5 2003 9 25 32 4M pape SSCS 7 The AutoProcessor is running 6 Click on The AutoProcessor is now ready for configuration Page 14 CreditNow AutoProcessor Installing the AutoProcessor Uninstalling and Reinstalling the AutoProcessor Uninstalling and Reinstalling the AutoProcessor You can switch from demo to live or update the AutoProcessor without If the AUlOP rocessar and uninstalling and reinstalling But if you want to switch from a live management tools are on 3 the same computer when version of the AutoProcessor to a demo or if you want to completely you uninstall the replace or delete the AutoProcessor you must uninstall first You can t AutoP l ene tat ESE simply copy over an old version automatically uninstall the Viewer To uninstall the AutoProcessor Management tools on a remote computer aren t automatically uninstalled 1 Shut down the AutoProcessor by clicking on File then Exit or but th t operat ie aaa POAN remove the service if the AutoProcessor is installed as a service AutoProcessor 2 Open
22. contains the phone number that a customer can call with questions or concerns about their order It will appear on the customer s monthly statement for this transaction If it s blank or not imported TransFirst determines the value based on the information contained in the TransFirst merchant database for that merchant number CreditNow AutoProcessor C Processor Specific Information C4 TransFirst ePayment Services Field Explanation Total Payments Optional If this transaction is part of an installment payment if the Transaction Class field is set to I what is the total number of installments to be made 01 Single Payment default 02 98 Multiple payments Transaction Reference Key If you perform pre authorization Auth and post authorization Capture transactions you must track the Transaction Reference Key field The Transaction Reference Key is 100 characters long and contains authorization information that was returned by TransFirst The merchant must send this information back to TransFirst with the deposit capture TransFirst requires this information to properly process the Capture transaction The Transaction Reference Key provides a simple way for merchants to track this information without needing to track multiple separate fields If in the future TransFirst changes their requirements and additional data must be stored for each transaction that data will be added to the Tra
23. exported file s The AutoProcessor automatically keeps importing submitting and exporting until you tell it to pause or exit You can use any text editor to view any file including DNE EXP BAD and OK The following flow chart describes how the AutoProcessor AP handles one batch file In reality the AutoProcessor handles many files and transactions at the same time It simultaneously imports one file submits another file and exports yet another file CreditNow AutoProcessor Page 19 What Does the AutoProcessor Do Understanding the CreditNow AutoProcessor O and External application creates delimited text file IMP and places it in AP s IMPORT directory AP imports all records into its internal database and also creates a WRN file of improperly formatted records 4 AP either AP sends all deletes IMP transactions file or saves to processing with DNE service extension O Processing AP receives service response and processes all updates its transactions records You configure AP to either export all transactions in a single text file EXP or first split successful OK from declined transactions BAD then export both text files The Viewer monitors all the AutoProcessor s activities from Step 3 through 7 o AP places file in EXPORT DECLINE directories External application reads export file s Page 20 CreditNow AutoProcessor
24. imported text file The default delimiter is a tab 9 Ifnecessary click on one of the choices under Options to change the default P If You Keep the Default the If You Change the Default the Option AutoProcessor AutoProcessor First Row Contains Assumes that the first row of Assumes that the first row Field Names T text is the record of a M oftext contains field transaction not a list of field names names Fields Include Quotes Removes quotes from the The import file doesn t have M data fields in your import E quotes around the data file if quotes exist they fields therefore they don t must be removed from data need to be removed fields If your file specifies an action for each transaction the AutoProcessor automatically ignores the default 10 Click on Default Values to view Import File Default Values After Import Action Conditional Depost SubmitterID 111111 DEMO i Division ID 111111111111 DEMO Prod Type o Class Merchant Defaut ECommerce Merchant Defaut Tender CredtCad J Check Fraud 11 12 If your import file doesn t specify an Action field for each transaction you must set the default Action to one of the choices such as Authorize or Refund For example if you select Refund every transaction that the AutoProcessor sends to the processing service is considered to be a refund You may need to change other defaults such as Division ID Class mer
25. in this machine you can enter the IP Address to bind the AutoProcessor to any card Otherwise edit the Port only If you choose a Port other than the default 8990 all clients must connect to this AutoProcessor by specifying the correct port at log in IP Address 127 0 0 1 Port e930 3 Ifyou have more than one network card change the IP address to access the specific network card that the AutoProcessor should respond to 4 Set the port to the one you want the AutoProcessor to use 5 Click on CreditNow AutoProcessor Page 37 Configuring Processor Settings Configuring and Testing the AutoProcessor Configuring Processor Settings The AutoProcessor needs information about your processing service to communicate with your processing service s computer This information varies for each processing service Before changing any processor settings read Appendix C Processor Specific Information on page 121 and check with your processing service Page 38 CreditNow AutoProcessor Configuring and Testing the AutoProcessor Configuring Imports Configuring Imports To simplify the discussion this chapter assumes a typical file that uses a tab for a delimiter and has quotation marks around fields Your files might be different see Configuring an Import File That Isn t Typical on page 59 After configuration the AutoProcessor imports files only if they have a IMP ext
26. next Startup Options Before you can exit the AutoProcessor you must pause it But by default when you re start the AutoProcessor it s already working not paused and immediately starts processing files You can change it to start in paused mode Page 52 CreditNow AutoProcessor Configuring and Testing the AutoProcessor Configuring Options 1 If you want the AutoProcessor to automatically start in paused mode not running click on the box next to Start in Paused Mode to enter a check mark The default is no check mark 2 Click on From then on when the AutoProcessor starts it won t begin processing transactions until you click on Resume Order Number If a merchant doesn t enter an order number you can configure the Generation AutoProcessor to automatically generate order numbers By default the AutoProcessor begins with number 1 and increases forever You can reset this value at any time as long the queue is empty If active transactions are in the queue you must set the number higher than the highest number in the queue plus 1 that is if the highest order number is 23 you must select order number 24 or higher To change the Next Generated Order Number 1 Click on 58t to view Set Next Order Number Enter the new value for the Next Generated Order Number below The new value must be higher than the old value to avoid conflicts with any existing orders The highest value
27. the installer file and repeat this installation procedure i i F from Step 1 At Step 6 7 Click on to view a screen like the following remove the check mark next to CreditNow AutoProcessor but leave Select Program Folder e the check mark at Management Tools Go Setup will add program icons to the Program Folder listed below You may on to Step 7 type a new folder name or select one from the Existing Folders list Click Nest to continue Program Folder CreditNow AutoProcessor Existing Folders Accessories a Administrative Tools Adobe AT amp T Connection Services Manager Avance Sound Manager E CN E xpress AutoProcessor lt Back Cancel 8 Click on to view a screen like the following Page 10 CreditNow AutoProcessor Installing the AutoProcessor Installing the AutoProcessor Ready To Install Setup now has enough information to start installing CreditNow AutoProcessor Click Back to make any changes before continuing Click Cancel to exit Setup Current settings Components CreditNow AutoProcessor Management Tools Destination Directory C Program Files CreditNow _AP Program Folder CreditNow AutoProcessor lt Back Cancel 9 Click on to view CreditNow CN 3000 AutoProcessor Setup Please select a processor 10 Select your processing service You may select only one processing service
28. to you 5 INDEMNIFICATION We agree to indemnify you and hold you harmless from and against any claims actions or demands alleging that the Program infringes any United States patent trademark copyright or other intellectual property right of any third party registered with the United States Patent and Trademark Office However we shall have no obligation hereunder for or with respect to claims actions or demands alleging infringement that arise by reason of the combination of the Program or any part thereof with any items not supplied by us The foregoing indemnities are conditioned on prompt written notice of any claim action or demand for which indemnity is claimed complete control of the defense and settlement thereof by us and your cooperation in such defense 6 EXPORT CONTROLS You may not use the Program or applications incorporating Program components except in compliance with all applicable United States export laws and regulations 7 CHOICE OF LAW This license shall be governed and construed in accordance with the laws of the State of New Hampshire without giving effect to its conflicts of laws principles and the courts of which shall have exclusive jurisdiction over all disputes arising hereunder 8 ACKNOWLEDGMENT YOU ACKNOWLEDGE THAT YOU HAVE READ THIS AGREEMENT UNDERSTAND IT AND AGREE TO BE BOUND BY ITS TERMS AND CONDITIONS YOU ALSO AGREE THAT THIS AGREEMENT IS THE COMPLETE AND EXCLUSIVE STATEMENT OF AGREEMENT BETWEE
29. viewed with the AutoProcessor Viewer CreditNow AutoProcessor Page 85 Using the Queue Operating the AutoProcessor Using the Queue From the queue you can check response files download any file remove a batch and resend a batch These procedures should be used with care especially removing and resending a batch Checking Response Files The AutoProcessor automatically checks for response files at set intervals If you prefer you can request an immediate check for any files waiting for retrieval To check response files the AutoProcessor must be working If it is paused this selection is not available 1 Ifthe AutoProcessor is paused click on Resume 2 Click on Queue 3 Click on Check Response Files Now If the AutoProcessor finds any file waiting for retrieval it retrieves the file A message appears at the bottom of your screen to let you know if any files were found Downloading Any File Do not use Download Any File to push the AutoProcessor into action before the 5 minute delay is up If you must do that use Check Response Files Now Downloading any file lets you retrieve an old batch to confirm or supplement your records You must contact your processing service first and ask them to place the file s you want into their own queue for download When you download any file the AutoProcessor dials your processing service then displays a list of files in the download directory To do
30. 0 typical 39 AutoProcessor looks for 25 contents of 21 defined 18 import 25 39 41 77 110 not typical 59 Delimiter choosing for export files 47 118 choosing for import files 43 112 comma 59 tab 43 112 Demonstration version 7 27 31 64 Directories ARCHIVE 22 82 configure 31 CreditNow AP 97 DATA 99 DECLINE 19 63 default 23 25 49 deleting files 98 EXPORT 19 48 63 118 files found in each type 24 25 FILESFROMPROCESSOR TransFirst 150 IMPORT 18 20 25 35 64 location of 65 LOG 25 65 81 read write privileges to 50 66 remote 69 testing 61 63 upload and download 132 147 WARNING 18 26 63 Display options 54 Division ID 134 Division number 137 CreditNow AutoProcessor Page 153 CreditNow AutoProcessor Index Download any file 86 status 85 TransFirst ZIP files 150 E E commerce 43 113 Exit the AutoProcessor 79 Expiration date 112 119 EXPORT directory See Directories Export files Also see Directories EXPORT configuring 31 45 48 115 119 defined 23 extension 24 54 ICV style 115 119 naming 23 25 63 processing 19 splitting into bad and OK files 23 Extensions BAD 19 CN 23 DNE 23 EXP 23 MP 18 25 61 LOG 25 OK 19 WRN 18 26 ZIP TransFirst 150 changing 54 checking 33 63 hiding 35 importing and 40 109 overview 18 24 25 F Fields CSI specific 125 126 export field names in first record 48 118 exporting 45 48 116 119 first row contains field names 43 11
31. 0 CreditNow AutoProcessor Maintaining and Troubleshooting Verifying and Repairing the Database Verifying and Repairing the Database The verify and repair operation checks the integrity of the database and if any problems are found repairs them You should recover only if asked to do so by your technical support or by Auric Systems International technical support Always back up your data directory before running verify and repair To recover 1 Click on File 2 Click on Verify and Repair to view CreditNow AutoProcessor Click Cancel now or OK to continue cne X About to verify and if necessary repair database tables 3 Click on Yov ll see a statement like the following on the main CreditNow AutoProcessor screen 8 22 02 1 10 25 PM G Information Database tables verified If you receive an error message instead call technical support at Auric Systems International CreditNow AutoProcessor Page 101 Verifying and Repairing the Database Maintaining and Troubleshooting Page 102 CreditNow AutoProcessor Appendix A Keyboard Shortcuts This chapter describes how to use your keyboard instead of menus and buttons to perform most actions in the AutoProcessor A table of keyboard commands appears on the next page It s organized by menu In this table the sequence ALT C D means press the ALT key and the c key together then release and press the D key
32. 00898 14635011F003040109 zip where Example Description 860089 Sender ID 81463501 First division ID 1 Day based serial number 1 2 3 F File type F fulfillment P check pending E check funded 003 Number of batches in file 040109 Date YYMMDD 2004 January 9 The AutoProcessor downloads files that are longer than 14 characters that have a zip extension and that have an E F or P as the file type An entry is made in the log when a file is downloaded and placed in the FILESFROMPROCESSOR directory The AutoProcessor does no further processing on these files Page 150 CreditNow AutoProcessor Index A Account number 48 118 Actions 22 43 108 113 Activation key 4 64 96 Alias 42 111 113 Application See Installation installing the AutoProcessor Archive 22 24 26 82 83 Auric Systems International contact phone e mail web site 4 96 home page 4 performing recover operation 101 recommendations 7 36 37 44 61 65 89 90 114 Authorization 22 108 133 149 B Backup 97 125 132 147 Batch close batch or settle 22 definition of 22 FNMS processing 133 remove 89 90 resend 90 92 Button bar 27 Buttons overview arrows moving fields 46 117 default 47 118 keyboard shortcuts and 105 layout templates 110 pause 29 78 resume 29 78 C Card Services International LinkPoint TXT file 39 40 AutoProcessor support for 126 fields 125 12
33. 1 Welcome to the CreditNow AutoProcessor 1 sir this Manuala sercan eei aS arate uit leat aceasta 2 Printing Viasat al os oncaiscidetacocxatsarcndsasan aitasoen d iaria bans oait 3 Contacting Auric Systems International ce eeceeeeteereeereeeeees 4 Chapter 2 Installing the AutoProceSSoOl cccceeeeseeeeees 5 Minimum and Recommended System Requirements 6 Installing the AutoProCessOt s sciscsesccsectsasseccctacsae Anacicedess dees edtevceees 7 Starting the AutoProcessor the First Time As an Application 13 Uninstalling and Reinstalling the AutoProcessor eeeeeeees 15 Chapter 3 Understanding the CreditNow AutoProcessor17 What Does the AutoProcessor DO s ssssssssessessssseessessrssresseeseese 18 Understanding Delimited Text Files ees eeceeceeseceteeneeereeeeees 21 Understanding AutoProcessor Terms ccccceeseeseeeteeeteeeaees 22 Understanding the AutoProcessor Screen cccceeseceeeeeeeeesees 27 Chapter 4 Configuring and Testing the AutoProcessor 31 Preparing for Configuration cccccccceceesceesceceteceseceeeeeeeeeaeens 33 Configuring Remote Utility Communication ceeeeeeeeeeeees 37 Configuring Processor Settings cess cctsstacise eaten ian 38 Configuring Imports coe ees cece case Ses cuteyiec seu pede ees tad neeshen tea seoaesSag its 39 Config ring EXPortS coen anu nt eer a trent a 45 Configuring Directories sseessssesseseeesees
34. 2 FNMS specific 132 133 importing 42 111 list of 41 110 Page 154 CreditNow AutoProcessor CreditNow AutoProcessor Index quotes 43 48 112 118 reference list 36 42 45 selecting 46 117 Transfirst specific 147 unassigned 41 Files archive See Archive bad 19 23 24 45 48 63 118 communication 23 24 configuring 39 48 59 60 deleting 44 98 114 delimited See Delimited text file done 18 23 24 44 63 114 downloading 150 error 24 exclusive access 77 export 20 export See Export files extensions See Extensions ICV_AllFields txt for configuration 109 import See Import files log See Log menu 28 naming 23 25 83 98 150 numbering 25 98 OK 20 processed transactions See Archive queueing 84 85 split okay and bad 19 23 24 45 48 63 118 testing configuration of 61 63 text files specific to processing service 39 40 warning 25 26 63 First National Merchant Solutions BAS TXT file 39 40 batch processing 133 checks and 133 fields 132 133 processing import file 62 processor settings 127 132 template 39 FNMS See First National Merchant Solutions BAS Fraud checking 44 113 CreditNow AutoProcessor Page 155 CreditNow AutoProcessor Index H Help See Auric Systems International and Troubleshooting l ICV style files 109 119 Import files Also see Delimited text file Also see Directories IMPORT checking extension 34 35 configuring 31 39 44 59 64 defining 25 deleting
35. 2 8 2003 9 27 45 AM Yi Page 84 CreditNow AutoProcessor Operating the AutoProcessor Viewing the Queue If you talk to your processing service about a batch use its upload name the processing service won t recognize the IMP file name The columns on the Queue screen give you the following information Column Information File The name of the imported file in the queue Status Whether the transactions in the file e Are being imported Importing Imported e Are being uploaded Uploading Uploaded e Are waiting the five minute delay between the time the AutoProcessor uploads and the time it checks for downloads the time of the next check is given Waiting Next check at e Are being downloaded Downloading Downloaded e Are being exported Exporting Exported Upload As The name of the file that your processing service recognizes the AutoProcessor automatically assigns this name Uploaded The date and time when the file was sent to your processing service Several additional status messages may also appear on your screen For example if the AutoProcessor is paused while transactions are being processed you might see these messages Ready to Format for Upload Ready to Upload Waiting Paused Ready to Download or Ready to Export Also if the processing fails for any reason for example because of a power failure you might see Partial Import Failed The Queue screen can also be
36. 20 44 114 extension 24 54 ICV style 109 114 improperly formatted 20 naming 25 63 processing 18 queuing 84 saving as a done file DNE 18 20 25 44 63 114 TransFirst requirements 149 Installation demonstration demo or live version 7 installing the AutoProcessor 7 12 installing Viewer only 10 reinstalling the AutoProcessor 15 removing service 74 service manager 66 71 system requirements 6 TCP IP connection 7 uninstalling the AutoProcessor 15 IP address 37 K Keyboard shortcuts buttons 105 menus 103 L LinkPoint See Card Services International Live version Also see Demonstration version defined 7 switching to 31 64 Log Also see Directories LOG Page 156 CreditNow AutoProcessor CreditNow AutoProcessor Index batch 58 debugging and monitoring 25 debugging monitoring 57 58 event log 25 81 exceptions 58 extension 24 FTP protocol 58 location of 65 screen 80 81 M Maintenance 94 95 Management tools installing 7 log screen viewing 81 manual 3 purpose 1 20 testing service 72 transactions viewing and archiving 82 uninstalling 15 Marker 137 Menus Configure 28 File 28 Help 28 keyboard shortcuts and 103 Queue 28 Merchant alias 113 Merchant ID See Merchant number Merchant number 122 125 127 132 140 147 Messages 27 MOTO mail order or telephone 43 113 O Open the AutoProcessor 13 Optimize 99 100 Options changing file extensions 54 55 configuring 32 52 58 file ex
37. 6 CreditNow AutoProcessor Page 151 CreditNow AutoProcessor Index processor settings 122 125 template 39 Chase Paymentech Solutions See Paymentech Check response file 86 Checks Also see Processing service FNMS processing 133 TransFirst processing 149 150 Close the AutoProcessor 78 Configuration Also see Export files and Import files demonstration version and 31 directories 49 51 divisions 136 138 explicit network routes 57 file extensions 54 file polling 56 ICV style files and 109 119 menu 28 merchant alias 113 merchant ID 113 options 52 58 preparing for 33 processor settings 38 113 remote utility communication server port settings 37 report 57 testing 61 63 Credit cards See Processing service CreditNow AutoProcessor Management Tools Manual 3 CSI See Card Services International Currencies configuring 35 54 137 138 D DECLINE directory See Directories Defaults action 43 113 currency 138 delimiter 47 118 directories 24 25 49 51 division ID 137 extensions 54 fields for export 46 116 fields for import 42 111 fraud checking 44 113 Page 152 CreditNow AutoProcessor CreditNow AutoProcessor Index not typical file and 59 options for import 43 112 paused mode change to 52 remote utility communication server port settings 37 submitter ID and password 136 table layout 47 118 test transactions only 138 values for import 43 44 113 Delimited text file 2
38. A new file is created each day The Log screen shows the 200 most recent events You may also turn on debugging and monitoring logs to help with troubleshooting However these logs may slow down your overall payment processing and consume large amounts of disk space They should be used with caution CreditNow AutoProcessor Page 25 Understanding AutoProcessor Terms Understanding the CreditNow AutoProcessor Processed transactions file Settle Warning file The AutoProcessor keeps track of transactions that are processed by your processing service with information about the amount and type of transaction and similar details depending on the processing service These records are kept in a processed transactions file which is used for summaries and summary charts on the AutoProcessor Viewer You may archive any part of this file This file is not the same as the LOG file in the LOG directory see Log file above See Close batch or settle above As part of the import process the AutoProcessor checks the file for transaction records with formatting errors or missing required information The AutoProcessor writes an entry to the log file and on the Log screen It saves the records in a warning file a basic ASCII text file with the extension WRN and stores them in the WARNING directory The records also go to your processing service which either accepts or declines them They re then treated like any
39. Approvals from Declines Step 9 and Step 10 describe the choices offered in each box 9 Click on a radio button to choose a Delimiter The default delimiter is a tab 10 Click on any of the choices under Options Option No Check Mark Check Mark Export Field Names in Doesn t show the field Shows the field names for First Record T names for the fields you M the fields you selected at selected at Step 3 Step 3 Include Quotes Omits quotes around field Places quotes around fields Around Each Field Thames M Export Unmasked Exports only the last four Exports the full account Account Numbers digits of the account number M number Split Approvals from Places all transactions Places approved Declines l approved and declined ina transactions in a OK file in single EXP file in the EXPORT directory the EXPORT directory and declined transactions in a BAD file in the DECLINES directory 11 If necessary change the defaults in the ICV STYLE SETTINGS box Page 118 CreditNow AutoProcessor B ICVerify ICV Style Files Exports with Templates IC Style Settings Export ICV Style Response Field As Second Line Include AYS Response Code in IC Style Response Export Expiration Date as YYMM Click on any of the choices Option No Check Mark Check Mark Export ICV Style Doesn t export the ICV style Exports the response field Response Field As response field M You must ch
40. Click on the Divisions tab to view a screen like the following Page 136 CreditNow AutoProcessor C Processor Specific Information C 3 Chase Paymentech Solutions Your transaction records must show tildes on either side of the alias KPR However do not type the tildes in the Alias box of the AutoProcessor CreditNow AutoProcessor Basic Settings Submitters Divisions Server Info Division ID Alias Default Currency Description Add DEMO Delete Cancel 13 14 The information in this screen is used later on when you configure import files At that time the division number s and associated description s are automatically listed under the Default Values tab in the Division ID box The default division ID and description are provided for demonstration purposes only The live AutoProcessor requires a valid ID and password provided by Paymentech Type the division number under Division ID This number is supplied by Paymentech and must be typed exactly as supplied Type an alias into the Alias box and type a description into the Description box e The alias is needed only to provide compatibility with certain files such as ICV style Otherwise it s optional Each alias is four characters or less and must be unique Do not type tildes in the Alias box e The description can be any combination of letters and numbers 15 Under Default Currency click o
41. CreditNow AutoProcessor Version 3 1 PS2000 Compliant Federally Approved AES Encryption Auric systems international P O Box 458 sales AuricSystems com Peterborough NH 03458 support AuricSystems com 603 924 6079 www AuricSystems com Copyright 1994 2007 by Auric Systems International All rights reserved CreditNow is a registered trademark of Auric Systems International Windows is a trademark of Microsoft Corporation IC Verify is a registered trademark of ICVerify Inc All other product names are trademarks of their respective owners License Agreement 1 LICENSE You have the non exclusive right to use the following CreditNow AutoProcessor program and documentation Program This Program may only be used on the number of computers licensed by you You may physically transfer the Program from one computer to another provided that the Program resides on only one computer at a time for each Program license YOU MAY NOT USE COPY MODIFY DECOMPILE REVERSE ENGINEER TRANSFER OR DISTRIBUTE THE PROGRAM OR DOCUMENTATION EXCEPT AS EXPRESSLY PROVIDED IN THIS LICENSE AGREEMENT 2 BACKUP AND TRANSFER You may make copies of the Program solely for backup purposes If you do so you must reproduce and include the Program s copyright notice on each backup copy You may transfer this license to another party provided the other party agrees to these terms and conditions If you transfer the license you must simultaneously t
42. Establishing a Log On Account for the Service Installing the AutoProcessor 15 In the New User main window click i Your new account is listed under User Manager 16 Close the window Page 68 CreditNow AutoProcessor Installing the AutoProcessor Setting Up and Changing Remote Directories Setting Up and Changing Remote Directories The following procedure is necessary if at least one AutoProcessor directory is on a remote computer it isn t necessary for local service eEEEE__s 1 The user name and password must be exactly the same on both computers You must create a user name and password on the computer where your directories are located This user name and password must be exactly the same as the one you established for the computer where the AutoProcessor is installed see page 66 On the computer where the AutoProcessor is installed open the AutoProcessor Click Click on Configure Click on Directories Set up the UNC path to the folders on the remote machine Click Click on File Click on Exit To change directories in the future you must first use your user name and password to log on to the computer where the AutoProcessor is installed If running as a service stop the service through the Windows Control Panel that action automatically shuts down the AutoProcessor Do not reboot Re open the AutoProcessor as an application make the changes you want and then pause a
43. File Default Values After Import Options M First Row Contains Field Names IV Fields Include Quotes Delimiter Tab e Saugi ICY Style Settings Expiration Date as YYMM C Other Read Merchant Alias from Comment 2 Clerk Default Layout Templates Cancel The AutoProcessor assigns the default field order for each column To complete the formatting of your file you might have to change or assign field names to columns For an explanation of all the fields available see the Field Reference under the main Help menu v To change a default field name click on a field name in the Fields list then drag the name to the column If you place your selection over an existing column name for example replacing BillAddress with ShipAddress the old name automatically returns to the Fields list If you don t assign a field name to a column then that column of information isn t sent to your processing service unassigned columns aren t imported Click on the Import File tab to view Import File Default Values After Import Delimiter Options Tab First Row Contains Field Names IV Fields Include Quotes C Comma ICY Style Settings Expiration Date as YYMM M Read Merchant Alias from Comment 2 Clerk Other pE Page 42 CreditNow AutoProcessor Configuring and Testing the AutoProcessor Configuring Imports 8 Click on a radio button to identify the Delimiter used by the
44. Files Now Download Any File Resend Batch Remove Batch from the queue Configure Change Directories where files are stored Set up files for Imports Set up files for Exports Enter or change Serial Number and Activation Key Change Processor Settings Use Remote Utility Communication to change server port settings Change Options Help View and print this User Manual View and print Field Reference View and print Management Tools Manual Viewer Get Acrobat Reader Generate a Configuration Report Access the Auric Systems International Home Page Find information About the AutoProcessor including serial number and activation key Maintenance Contract live AutoProcessor only Page 28 CreditNow AutoProcessor Understanding the CreditNow AutoProcessor Understanding the AutoProcessor Screen There s one button on the main CreditNow AutoProcessor screen it toggles Click on To Start the AutoProcessor working if this button is Resume showing the AutoProcessor is paused and won t resume processing until you press the button Temporarily stop the AutoProcessor if this button is showing the AutoProcessor is already working and won t stop until you press the button CreditNow AutoProcessor Page 29 Understanding the AutoProcessor Screen Understanding the CreditNow AutoProcessor Page 30 CreditNow AutoProcessor Configuration goes more smoothly if you try out
45. First for encrypting new files Encrypting is extremely important to protect the integrity of your transmissions Store this backup in a secure place If you ever need to reinstall the AutoProcessor for example because of a hard drive failure the information stored in these files will let you recover your encryption keys Field Information That s Specific to TransFirst Every processing service supports a different set of features data requirements response codes file layouts and so on The AutoProcessor shelters you from as many of these differences as possible while still letting you take maximum advantage of a processing service s capabilities The following field information is specific to TransFirst Field Explanation CID CVV American Express CID and Discover CVV are not supported The AutoProcessor accepts values for these fields but does not transmit them to TransFirst Merchant Number This is the value available for import that identifies either the account or the merchant for this transaction Merchant Numbers don t need to be sorted into separate batches CreditNow AutoProcessor Page 147 C4 TransFirst ePayment Services Field C Processor Specific Information Explanation Order Number and Customer Ref The TransFirst Order Number field is only five characters long However TransFirst supports a Customer Ref field that is 15 characters long TransFirst calls this the Customer
46. ICES INTERNATIONAL csiLinkPoint txt Card Services International LinkPoint LINKPOINT FIRST NATIONAL MERCHANT fnms txt First National Merchant Solutions SOLUTIONS BAS BAS PAYMENTECH ptech txt Paymentech Salem Platform TRANSFIRST EPAYMENT SERVICES transfirst txt TransFirst ePayment Services CreditNow AutoProcessor Page 39 Configuring Imports Configuring and Testing the AutoProcessor To configure imports 1 Click on Configure 2 Click on Imports to view a screen like the following Select Model Import File Look in Import f c E E csiLinkPoint txt EG E fnms txt My Recent E Icv_allFields txt Documents E ptech txt 2 E transfirst txt Desktop My Documents as My Computer p My Network File name i Places Files of type Text files txt csv imp v Cancel 3 Double click on a text file one that can serve as an example for You can configure imports setting up the rest of your text files using any file with a txt csv or cmp extension Select the text file that is specific to your processing service but for actual processing the AutoProcessor only ee fiels with an Imp If Your Processing Service Is Double Click on This File extension _ CARD SERVICES INTERNATIONAL LINKPOINT csiLinkPoint txt FIRST NATIONAL MERCHANT SOLUTIONS BAS fnms txt PAYMENTECH ptech txt TRANSFIRST EPAYMENT SERVICES transfirst txt
47. N THE PARTIES AND SUPERSEDES ALL PRIOR PROPOSALS AGREEMENTS OR UNDERSTANDINGS WRITTEN OR ORAL WITH RESPECT TO THE SUBJECT MATTER OF THIS AGREEMENT Should you have any questions concerning this Agreement please contact in writing Auric Systems International 85 Grove Street P O Box 458 Peterborough NH 03458 Portions of this software are Copyright 1993 2002 by Chad Z Hower Kudzu and the Indy Pit Crew http www nevrona com Indy This software is provided by Chad Z Hower Kudzu and the Indy Pit Crew as is and any expressed or implied warranties including but not limited to the implied warranties of merchantability and fitness for a particular purpose are disclaimed In no event shall the regents or contributors be liable for any direct or indirect incidental special exemplary or consequential damages including but not limited to procurement of substitute goods or services loss of use data or profits or business interruption however caused and on any theory of liability whether in contract strict liability or tort including negligence or otherwise arising in any way out of the use of this software even if advised of the possibility of such damage CreditNow AutoProcessor Version 3 1 Federally Approved AES Encryption AUN systems international P O Box 458 sales AuricSystems com Peterborough NH 03458 support AuricSystems com 603 924 6079 www AuricSystems com Table of Contents Chapter
48. Number When using the TransFirst QuickBatch system you don t have to send either the Customer Ref or the Order Number Payment Interval If this transaction is an installment or recurring transaction if the Optional Transaction Class field is set to T or R how often is the customer billed M Monthly W Weekly B 60 Days every two months Q Quarterly S Semi annually two times per year A Annually Payment Number If this transaction is part of an installment or recurring payment if Optional the Transaction Class field is set to I or R what number payment is this Valid values are 01 99 Processor Status Status returned by the Authorization center This value is tracked in the Transaction Reference Key Reauth Attempt Optional If this transaction is an attempt to re authorize a transaction that has already been declined set this value to 1 otherwise it will be 0 If you don t make re auth attempts you don t need to import this field It defaults to 0 Soft Descriptor 1 Payment Description Optional This field contains the text you want placed on the customer s monthly statement for this transaction If it s blank or not imported TransFirst determines this value based on the information contained in their merchant database for that merchant number Soft Descriptor 2 Customer Service Number Optional Page 148 This text fields
49. RT directory contains a file with a OK extension samplebbd ok Also the DECLINE directory may contain a file with a BAD extension samplebbd bad if your processing service declined at least one transaction e Check that improperly formatted transactions appear in two directories They always appear in the WARNING directory in this example the file is names samplebbd WRN They should also appear in the EXPORT directory If the AutoProcessor is configured to split approved transactions from declined then declined transactions should appear in the DECLINE directory Did you configure the AutoProcessor to create a done file rather than deleting the IMP file If so there should be a file with a DNE extension in the IMPORT directory 10 View any of the files with your text editor or word processor to 11 check the content If the AutoProcessor doesn t act as expected or if it rejects your file e Check the extensions on your files Make sure your import file doesn t have a double extension If you changed the default extension for any file make sure you didn t duplicate an existing extension Also make sure that your application recognizes the new names e Check your import configuration Make sure you configured imports to match the test file e Check your export configuration e Check your directory configuration If you changed the defaults make sure your application and the AutoProcessor know where to send a
50. Typical Configuring and Testing the AutoProcessor with a screen that looks like this with everything squashed under one heading the default delimiter is a tab Columns with Data from sample2_txt 5240 1519 1015 1570 1 11 06 1 258 98 1 Linda Poole 1 433 Butterworth Ln T Peterborc 5191 4090 3756 0100 1 11705 1 87 03 1 H ary l Bratton l 345 Scotts Valley Ad I Carmel 5191 4090 3756 0100 1 12705 1 104 48 1 Carl Malone t 1009 Third ve l Portland t Ol 5240 1519 1015 1570 1 09 05 1 78 50 1 Beth Salazar l 6783 Topper Ln l Portland t 0O Ej When the file is correctly formatted for your processing service click Page 60 CreditNow AutoProcessor Configuring and Testing the AutoProcessor Testing Your Configuration Testing Your Configuration When you first test your import and export configuration it s best to Auric Systems use the demo version of the AutoProcessor otherwise you ll actually International recommends that you don t delete edit submit the test file to your processing service You need a sample file or overwrite any of the with a IMP extension preferably a copy of the same file you used sample txt files supplied g 5 ale Ge aa during import configuration In the following procedure ptech txt has needed copy and rename been copied and renamed to samplebbd imp the file then work with the copies 1 Pause the AutoProcessor while you prepare a test file It must ha
51. Understanding the CreditNow AutoProcessor Understanding Delimited Text Files Understanding Delimited Text Files The external application sends information about transactions in a delimited text file The file may contain information about one transaction or thousands Each single transaction is called a record for example Record 1 below shows a sale transaction of 258 98 to credit card number 5240 1519 1015 1570 which has an expiration date of November 2003 Each item of information within the record is a field for example the amount of the sale 258 98 is one field and the expiration date of the credit card 11 03 is another field Each field is separated by a delimiter usually a tab and is usually surrounded by quotes A typical delimited text file looks like this Field everything inside quotes Delimiter tab Quotation mark Record 1 B 5248 1519 1815 15768 11 63 258 98 Linda Poole Record 2 S494 46990 3756 0100 141702 87 03 Harry Bratton y 5191 4090 3756 0108 127 02 104 48 Carl Malone You set up the AutoProcessor s import files including delimiter and types of fields to match the requirements of your processing service You also set up the export files to match the requirements of your external application Once you set up these formats the AutoProcessor automatically applies them CreditNow AutoProcessor Page 21 Understanding AutoP
52. Web Site www AuricSystems com Please have your serial number handy When you purchased the AutoProcessor over the Internet the serial number and activation key were e mailed to you You can also find your serial number and activation key under the Help menu 1 Click on Help 2 Click on About 3 Scroll down to Serial Number and then Activation Key 4 Write down the numbers 5 Click on to leave the Help menu Your problem might involve the external application or your processing service Contact your processing service directly Page 96 CreditNow AutoProcessor Maintaining and Troubleshooting Backing Up and Restoring the Database Backing Up and Restoring the Database You must exit the AutoProcessor before you back up to make sure everything is written to the hard disk You should back up the AutoProcessor database regularly daily weekly monthly depending on how often you transmit transactions To back up 1 Pause the AutoProcessor 2 Click on File 3 Click on Exit 4 Using Windows Explorer look under Program Files to find the CreditNow _AP directory 5 Open the CreditNow _AP directory to find the Data directory 6 Copy the Data directory from your hard drive on to a zip disk CD floppy or other medium 7 Store this backup in a secure place To restore If you need to restore the database first pause and exit the AutoProcessor Then copy the backed up files over th
53. You should always export if you are using the live AutoProcessor e Click on No and the file is immediately and automatically deleted Nothing is exported e Click on Cancel and nothing happens Once you resume the file is processed normally 7 Click on Resume Resending a Batch If a batch remains waiting on the queue for an excessive amount of time you may want to resend it The definition of excessive depends on the policies of your company and your processing service The AutoProcessor allows you to resend a batch Auric Systems International does not recommend this procedure You must contact your processing service before you resend a batch To resend a batch Page 90 CreditNow AutoProcessor Operating the AutoProcessor Using the Queue 1 Click on 2 Click on the Queue tab to view the files on queue Polen AutoProcessor ee loj x File Queue Configure Help Log Queue File Count Status Uploaded As Uploaded H123 imp 20 Waiting Paused t000000 001 2 12 2003 8 52 4 samplebbd imp 20 Waiting Paused to00000 002 2 12 2003 8 52 44 Server is PAUSED Resume Server Paused _____ 3 Click on the file you want to resend in this case samplebbd imp to view Log Queue File Count Status Uploaded As Uploaded H123 imp 20 Waiting Paused t000000 001 2 12 2003 8 52 41 2 12 2003 8 52 44 Waiting Paused sam plebbd imp
54. ad from the processing service If there s no download the AutoProcessor waits and tries again It continues waiting and re trying forever When a customer orders a product through a website or an interactive voice response system or any other automated system the customer starts a sales transaction Information about the transaction is automatically stored as one record in a database or other external application Eventually it must be sent to your processing service so that the processing service can move money from the customer s account and into the merchant s account to complete the sale In the past you had to manually send the transaction to the processing service Now the AutoProcessor is ready to take over and automatically submit a variety of transactions to your processing service All it requires is an external application that can store transactions in a delimited text file Here s what happens 1 The external application creates a delimited text file IMP containing the records for any number of transactions 2 The external application places that file in the AutoProcessor s IMPORT directory 3 The AutoProcessor receives imports the text file from the IMPORT directory and stores all the records in its own database It identifies transaction records that are improperly formatted and also stores them in a separate file WRN in the WARNING directory Depending on how you configured the AutoProcess
55. ally processing any real transactions You should leave this default in place until you are sure the connection with Paymentech is working Then remove it 20 Fill in the FTP and Dial Up Settings boxes based on information you receive from your processing service Page 138 CreditNow AutoProcessor C Processor Specific Information C 3 Chase Paymentech Solutions As long as the Test Transactions Only box is check marked this information is inactive even if you re using the live AutoProcessor When you remove the check mark from Test Transactions Only the FTP and dial up settings become active and your transactions are really processed 21 Click on CreditNow AutoProcessor Page 139 C4 TransFirst ePayment Services C Processor Specific Information C 4 TransFirst ePayment Services The following steps explain how to configure processor settings for the TransFirst ePayment Services Before you begin you need the following information from TransFirst e Sender and Sender Name identifying the company that submits transaction information to TransFirst e Merchant name and number e Server information including the FTP server address user password upload directory and download directory The AutoProcessor comes with a demo merchant number which allows you to use the demo The live and test modes of the AutoProcessor won t run unless you enter valid merchant names and numbers from TransFirst the demo
56. an asterisk The asterisk may only appear in positions 5 9 or 14 An additional product description may follow the asterisk Soft Descriptor 2 Merchant Contains either the City in which your business is located or more City Descriptor Optional commonly a Customer Service Phone Number The Customer Service Phone Number is a requirement to qualify for Visa s reduced Direct Marketing interchange rate Transaction Reference Key If you perform pre auth post auth Auth Capture transactions you must track the Transaction Reference Key field The Transaction Reference Key is generated by the AutoProcessor and contains authorization information returned by FNMS that must be sent back to them with the deposit capture The 100 character long Transaction Reference Key provides a simple way for merchants to track this information without needing to track multiple separate fields If in the future FNMS changes their requirements and additional data must be stored per transaction that data will be added to the Transaction Reference Key The AutoProcessor returns the Transaction Reference Key from the pre auth Auth transaction The merchant must provide this field with the post auth Capture transaction The Transaction Reference Key contains information from a number of fields FNMS requires in order to properly process the Capture transaction Processing Batches e Checks and credit cards may be mixed in the same batch e Diff
57. and TransFirst ePayment Services Step 1 Generate Your Key Pair Key Pair Not Yet Generated Step 2 Import the Public Key from TransFirst ePayment Services Import TransFirst ePayment Services Public Key Not Yet Imported OK Cancel TransFirst ePayment Services uses PGP public private key encryption to ensure the privacy and security of your credit card transactions To use this function e You must first generate your own public private key pair and send the public portion to TransFirst This public private key pair lets TransFirst read the encrypted files that you send to TransFirst e You must then import a public key sent to you from TransFirst This public key lets you read the encrypted files that TransFirst sends to you You must generate first and then import 13 Click on __ Generate Page 144 CreditNow AutoProcessor C Processor Specific Information C 4 TransFirst ePayment Services You should type in your full company name If TransFirst receives a duplicate company name they can t import the key 14 Type in your company name while you re in demo version you 15 18 Click can type in PGP Sender Otherwise type in your exact company name Click The AutoProcessor uses the PGP libraries to build a public private key pair that you use to send transactions to TransFirst After generating your unique public private key pair the AutoProcessor writes your publ
58. ation Enter the configuration information for this merchant below Merchant Number Alias Description Merchant Name Cancel Type the merchant number in the Merchant Number box This number is supplied by TransFirst and must be typed exactly as supplied The AutoProcessor can support multiple merchant numbers with each number representing a different company merchant name Enter an alias in the Alias box if you want to The alias is needed only to provide compatibility with ICV style files Otherwise it s optional An alias must be four characters or less and must be unique Do not type tildes in the alias Type a description in the Description box The description can be any combination of letters and numbers The description is for your own reference and is not sent to TransFirst Enter merchant name in the Merchant Name box If you have more than one row of information in the merchant numbers grid you can sort the rows by any one column Click on the column s title to sort in ascending order Click a second time to sort in descending order CreditNow AutoProcessor Page 143 C4 TransFirst ePayment Services C Processor Specific Information 12 Click on the PGP tab to view Transfirst ePayment Services Sow Basic Settings Merchant Numbers PGP Server Info You must complete the following two steps to enable secure PGP communication between CreditNow AutoProcessor
59. ation Date as YYMM Read Merchant Alias from Comment 2 Clerk e Card Services International LinkPoint e First National Merchant Solutions BAS e Paymentech Salem Platform e TransFirst ePayment Services 5 Double click on the import template that is specific to your processing service to view CreditNow AutoProcessor Page 41 Configuring Imports Configuring and Testing the AutoProcessor o Configure Import Authorization Source Code Authorized Amount AV Requested y Billddress Address2 Billddress Apt Billddress Country BillAddress E mail Billddress HomePhone Billddress Middlelnitial BillAddress WorkPhone CNX Order ID Comment 1 Comment 2 Comment 3 Comment 4 Commercial Card Type X Required Fields a 6 If you assigned an alias when you configured processor settings and want to use the alias you must place the Comment 2 field name above the column that contains the alias Then check Read Merchant Alias from Comment 2 Clerk With one exception you won t fill in the information under ICV Style Settings This is for ICV style files only However if you are using aliases you must place a check mark next to Read Merchant Alias from Comment 2 Clerk Columns with Data from fnms txt Account CY CID Amount 6011 9796 8607 3072 11 06 5191 4090 3756 0100 11 05 5191 4090 3756 0100 12 05 6011 9247 5752 2219 09 05 Action i Import
60. aused until you open it again and click on the Resume button e Ifyou don t pause before closing the AutoProcessor keeps on processing transactions even though the main screen is hidden To open the AutoProcessor console show the main screen double click on the icon that appears on the task bar of your desktop Closing and Opening the AutoProcessor Console as an Service To immediately close the AutoProcessor stop the service through the Windows Control Panel You can then open the AutoProcessor as an application Restart the service through the Windows Control Panel Page 78 CreditNow AutoProcessor Operating the AutoProcessor Pausing Closing and Exiting the AutoProcessor Exiting the AutoProcessor Exiting When Running As an Application You can t exit the AutoProcessor if it s running To exit the AutoProcessor you have to pause first Exiting When Running As a Service When you exit the AutoProcessor you shut down quit the program The method for exiting the AutoProcessor differs depending on whether it s running as an application or a service You should wait until all import and export activity completes before shutting down the AutoProcessor If you have a batch in the queue when you shut down the AutoProcessor will automatically check for for it the next time you start up The AutoProcessor automatically begins processing transactions even before you open the console To exit t
61. chant default MOTO recurring or E commerce Tender credit card purchase card or check Submitter ID Prod Type for example gift certificate or shareware and ECommerce for example non secure or secure The choices that appear depend upon a your processing service and b the information you CreditNow AutoProcessor Page 43 Configuring Imports Configuring and Testing the AutoProcessor entered when configuring processor settings specifically the submitter and division ID information 13 Click on Check Fraud to add a check mark if you want your processing service to automatically check every transaction for fraud You should first contact your processing service to find out if they offer automatic fraud checking and whether they have any special requirements The default is no fraud checking 14 Click on After Imports to view Import File Default Values After Import m fter Import C Delete File Change Extension to DNE Here you tell the AutoProcessor how to handle the import file after importing it The default is to change the file s extension to DNE and save it If you click on the Delete File radio button the AutoProcessor deletes the file after import Auric Systems International recommends creating a done file 15 When your configuration is finished click on to leave the Configure Import screen Page 44 CreditNow AutoProcessor Configuring and Testin
62. d Step 10 describe the choices offered in each box You won t fill in the information under ICV 9 Click on a radio button to choose a Delimiter The default delimiter Style Settings This is for is a tab ICV style files only CreditNow AutoProcessor Page 47 Configuring Exports Configuring and Testing the AutoProcessor Option 10 Click on any of the choices under Options If You Keep the Default the AutoProcessor If You Change the Default the AutoProcessor Export Field Names in Doesn t show the field Shows the field names for First Record Thames for the fields you M the fields you selected at selected at Step 3 Step 3 Include Quotes Omits quotes around field Places quotes around fields Around Each Field E names Vv Export Unmasked Exports the full account Exports only the last four Account Numbers M number E digits of the account number Split Approvals from Places approved transactions Places all transactions Declines M a click on ina OK file in the EXPORT directory and declined transactions ina BAD file in the DECLINES directory approved and declined in a single EXP file in the EXPORT directory 11 When you ve configured your export files the way you want them Even if you shut down the AutoProcessor it remembers your choices Page 48 CreditNow AutoProcessor Configuring and Testing the AutoProcessor Configuring Directories Co
63. d if you need special privileges for configuration If you leave them blank the service logs on as a local system e Inthe User Name box type the user name e Press the Tab key on your keyboard Page 70 CreditNow AutoProcessor Installing the AutoProcessor Installing as a Service e In the first Password box type the password The screen hides your password and shows e Press the Tab key on your keyboard e Inthe second Password box type the password again exactly the same way 6 Click on _lnstalSewviee 7 A message like the following appears in the Output box Output 2 8 2003 9 14 49 AM Service Installed Successfully The instal Service button is no longer active 8 Click on to close the Service Manager window 9 Either reboot your computer that is shut down and restart or restart the service in the Control Panel CreditNow AutoProcessor Page 71 Testing the Service Installing the AutoProcessor Testing the Service To test the service use the Viewer to check if the AutoProcessor is processing transactions 1 On the computer where your remote directories are located install the CreditNow management tools Click on 8 Start Click on Programs Click on CreditNow AP Viewer to view Login J x e AutoProcessor Viewer Host Port 8990 Password ces In the Host box type the IP address of the computer where the director
64. de Batch ID LastActionSucceeded vy BillAddress Address1 ii y MMA dedanean A daanan Delimiter Dptions Tab J Export Field Names in First Record J Include Quotes Around Each Field Comma IV Export Unmasked Account Numbers C Other IV Split Approvals from Declines ICY Style Settings J Export IC Style Response Field As Second Line Include AVS Response Code in ICY Style Response Export Expiration Date as YYMM Default Layout Templates CreditNow AutoProcessor Page 45 Configuring Exports Configuring and Testing the AutoProcessor To select more than one field at a time first click on one field name then hold down the Ctrl key on your keyboard and click on any additional field name s Click on a Click on the export template that is specific for your processing service First National Merchant Solutions BAS e Paymentech Salem Platform e TransFirst ePayment Services Click on There are two main boxes on the Configure Exported Files screen Available Fields and Fields to Export By default nine fields are exported as shown in the screen above You may want to change or add to these fields For example if you add the Response Text field you ll be able to see why the processing service declined a transaction That information may tell you how to fix your import configuration to reduce the number of declines To move a field from one box to the other
65. dress1 x Vv MMA ddom h dee a a A Delimiter Options Tab J Export Field Names in First Record J7 Include Quotes Around Each Field Comma JV Export Unmasked Account Numbers C Other JV Split Approvals from Declines MICY Style Settings J Export IC V Style Response Field As Second Line J Include AVS Response Code in ICV Style Response J Export Expiration Date as YYMM Default Layout Templates 3 To format your file click on Layout Templates to view Select Layout Template 3 xj ICY Style All Fields ICY Style All Fields Tab Delimited IC Style All Fields wo Quotes ICY Style Base Fields or Versions lt 2 0 ICY Style Base Fields or Versions lt 2 0 Tab Delimited IC Style Base Fields or Versions lt 2 0 w o Quotes ICV Style wi AVS ICY Style w AVS Tab Delimited ICV Style w AVS w o Quotes Cancel CreditNow AutoProcessor Page 115 Exports with Templates B ICVerify ICV Style Files The templates listed come with the AutoProcessor Each template has a slightly different selection and arrangement of columns 4 Click on the template you prefer For this example ICV STYLE ALL FIELDS is chosen 5 Click on to view Configure Exported Files E Available Fields Fields to Export Activity Date gt AMEX Trans Advice 1 AMEX Trans Advice 2 AMEX Trans Advice 3 keee AMEX Trans Advice 4 gt Authorized Amount Authorized Date Billdddress Zi
66. e 3 Click on Processor Settings to view a screen like the following Page 134 CreditNow AutoProcessor C Processor Specific Information C 3 Chase Paymentech Solutions ioi xi Basic Settings Submitters Divisions Server Info PID PID Password Cancel The screen tabs and boxes that you see are set up specifically for Paymentech Gateway 4 Click on the Basic Settings tab and fill in presenter information PID and PID Password as provided by Paymentech 5 Click on the Submitters tab to view a screen like the following Basic Settings Submitters Divisions Server Info Submitter ID _ Password__ Description Add preme DEMO Cancel CreditNow AutoProcessor Page 135 C 3 Chase Paymentech Solutions C Processor Specific Information 10 11 12 The default submitter ID and password are provided for demonstration purposes only you may delete them after you add genuine information To add a submitter click on dd Type a number into the Submitter ID box This number is supplied by Paymentech and must be entered exactly as supplied Type a password into the Password box Press the Enter key to view Confirm Entry 4 x Please confirm changes to the SID Password by re keying it below SID Password Caneel Re enter the password Enter a description The description can be any combination of letters and numbers
67. e existing files in the CreditNow _AP directory CreditNow AutoProcessor Page 97 Deleting Old Files Maintaining and Troubleshooting Deleting Old Files You can delete old files from any directory however deleting old files affects the AutoProcessor s file naming The AutoProcessor always names files using the lowest available number For examples e ABC DNE e ABC _001 DNE e ABC 002 DNE e ABC 003 DNE e ABC _004 DNE In this example the next DNE file that the AutoProcessor creates is named ABC_005 DNE But suppose before that happens you delete the old files ABC_001 DNE and ABC _002 DNE In that case the next DNE file that the AutoProcessor creates is named ABC_001 DNE Therefore the number 001 doesn t guarantee that ABC_001 DNE is your oldest file To prevent problems make sure each file has a unique name and check the date of a file before deleting Page 98 CreditNow AutoProcessor Maintaining and Troubleshooting Optimizing the Data Tables Optimizing the Data Tables The AutoProcessor s tables stored in the DATA directory can grow to be quite large particularly if you don t archive regularly The optimize operation rebuilds your data tables and the indices that point to them The optimize operation copies the data out of your existing data table into a new and smaller data table It then replaces the original data table with the new smaller table and builds a new index While opti
68. e part of the processed S transactions that will be archived Do one of the following e Type a date in the Archive Date box including the slashes e Orclick on to view a calendar and select a date e Or keep the default date which is 30 days earlier than today s date For example if today is August 10 the default date is July 11 5 Click on to start the archive 6 Wait After a while you ll see a message like the following CreditNow AutoProcessor a x 1 Archive Complete Archived 420 records entered on or before 2 8 2003 to file C Program Files CreditNow _AP Archive 20030208 CNA 7 Click on The AutoProcessor archived all transactions processed on or before the date you chose CreditNow AutoProcessor Page 83 Viewing the Queue Operating the AutoProcessor Viewing the Queue The AutoProcessor queue lists imported files currently in the AutoProcessor system The queue describes each imported file and tells you its status for example importing uploading waiting downloading or exporting When all the transactions in the file have been exported to your external application the file disappears from the queue Click on the Queue tab to view Oj x Log Queue Uploaded As Uploaded i 100 Waiting Next Check at 09 t000000 001 2 8 2003 9 22 45 100 Waiting Next Check at 09 t000000 002 2 8 2003 9 23 37 Server is Running Next Check for Files on Server Scheduled For
69. eaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law 3 Click on to view Software License Agreement X Please read the following License Agreement Press the PAGE DOWN key to see the rest of the agreement LICENSE AGREEMENT TERMS AND CONDITIONS PLEASE CAREFULLY READ ALL THE TERMS AND CONDITIONS OF THIS AGREEMENT PRIOR TO CONTINUING USE OF THIS PROGRAM CONTINUING USE OF THIS PROGRAM CONSTITUTES YOUR ACCEPTANCE OF THESE TERMS AND CONDITIONS IF YOU DO NOT AGREE WITH THE FOLLOWING TERMS AND CONDITIONS NO LICENSE IS GRANTED HEREUNDER AND YOU ARE NOT AUTHORIZED TO USE THIS PROGRAM 1 LICENSE You have the non exclusive right to use the following program and documentation Program This Program may only be used on the number of computers licensed by you You may Do you accept all the terms of the preceding License Agreement If you choose No Setup will close To install this product you must accept this agreement pn Read the license screen Print it if you like Click on Yes to accept the license and to view a screen like the following Page 8 CreditNow AutoProcessor Installing the AutoProcessor Installing the AutoProcessor Choose Destination Location X Setup will install the CreditNow AutoProcessor folder in the following director
70. eck mark if Second Line you want to include the AVS response code Include AVS Omits AVS response code Exports AVS response code Response Code in from the ICV style response M as part of the ICV style ICV Style Response field response field This choice requires exporting ICV style response field Export Expiration Exports dates in the form Exports dates in the form Date as YYMM MMYY for example 03 02 M YYMM for example 03 would be March 2002 02 would be February 2003 CreditNow AutoProcessor click on 12 When you ve configured your export files the way you want them Page 119 Exports with Templates B ICVerify ICV Style Files Page 120 CreditNow AutoProcessor Appendix C Processor Specific Information This appendix contains information on configuring processor settings specifically for your processing service e C1 Card Services International CSI LinkPoint Batch e C2 First National Merchant Solutions FNMS BAS e C3 Paymentech e C4 TransFirst ePayment Services If you don t configure processor settings correctly the live AutoProcessor refuses to work it remains paused You may see a warning message on your screen CreditNow AutoProcessor Page 121 C 1 Card Services InternationaL LinkPoint Batch C Processor Specific Information C 1 Card Services InternationaL LinkPoint Batch The following steps explain how to configure processor settings for the Card Services In
71. ension It refuses to import files with the wrong extension and it rejects files that don t match your configuration choices Your external application sends a delimited text file to the AutoProcessor Using the Configure Import screen you tell the AutoProcessor what to expect the contents of the file and the way it s organized The AutoProcessor automatically configures the file to meet the requirements of your processing service it inserts the correct delimiter and removes any unnecessary information such as quotation marks around the fields The following procedure makes three assumptions e The imported text file uses a tab for the delimiter and arrives with quotation marks around fields e You re using one of the sample files and templates supplied with the AutoProcessor to configure imports You could use any file of your own with the extension IMP TXT or CSV Each sample file meets the minimum requirements for a specific processing service e You re not importing ICV style files and you re not using ICV AllFields txt See Appendix B IC Verify IC V Style Files on page 107 for information on using templates to import and export ICV style files The quickest way to configure import files for your processing service is to use the appropriate sample file and template The following table lists the files and templates provided for each service Processing Service File Template CARD SERV
72. erchant number into the Merchant Number box This number is supplied by FNMS and must be typed exactly as supplied The AutoProcessor can support multiple merchant numbers with each number representing a different company merchant name 10 Enter an alias if you want to The alias is needed only to provide compatibility with ICV style files Otherwise it s optional An alias must be four characters or less and must be unique Do not type tildes in the alias 11 Type a description in the Description box The description can be any combination of letters and numbers The description is for your own reference and is not sent to FNMS 12 Enter the merchant name in the Merchant Name box 13 Enter the merchant category code in the Merchant Category Code box this is also provided by FNMS 14 Enter the merchant address city state zip and country Page 130 CreditNow AutoProcessor C Processor Specific Information C 2 First National Merchant Solutions BAS 15 Click on If you have more than one row of information in the Merchant Numbers screen you can sort the rows by any one column Click on the column s title to sort in ascending order Click a second time to sort in descending order 16 Click on the Server Info tab to view c First National Merchant Solutions BAX Basic Settings Merchant Numbers Server Info I Test Transactions Only FTP Server PO FTP User fe FTP Password
73. erent merchant numbers may be mixed in the same batch The AutoProcessor sorts them into separate batches within the same upload file as required by the BAS specification CreditNow AutoProcessor Page 133 C 3 Chase Paymentech Solutions C Processor Specific Information C 3 Chase Paymentech Solutions The following steps explain how to configure processor settings for Chase Paymentech Solutions Paymentech Before you begin you need the following information from Paymentech e Presenter ID PID and password identifying the company that submits transaction information to Paymentech e Submitter ID and password identifying the company that actually receives the money from transactions e Division ID used to track different kinds of transactions for a single submitter for example transactions in yen and transactions in dollars or transactions by different merchants The presenter and submitter are usually your own company However if you handle transactions for multiple merchants the presenter and submitter may be different and you might have multiple submitters The AutoProcessor comes with a demo submitter ID submitter password and division ID which allow you to use the demo The live and test modes of the AutoProcessor won t run unless you enter valid IDs and passwords from Paymentech the demo information won t work To configure the processor settings 1 Pause the AutoProcessor 2 Click on Configur
74. ess and must be unique Do not type tildes in the alias Type a description in the Description box The description can be any combination of letters and numbers The description is for your own reference and is not sent to CSI If you have more than one row of information in the Merchant IDs screen you can sort the rows by any one column Click on the column s title to sort in ascending order Click a second time to sort in descending order You can delete the demo merchant ID or let it remain Click on Back up your data base as described in Backing Up and Restoring the Database on page 97 Store this backup in a secure place If you ever need to reinstall the AutoProcessor for example because of a hard drive failure the information stored in these files will let you recover your configuration Field Information Specific to CSI LinkPoint Every processing service supports a different set of features data requirements response codes file layouts and so on The AutoProcessor shelters you from as many of these differences as possible while still letting you take maximum advantage of the processing service s capabilities The following field information is specific to FNMS Field Explanation Merchant ID This is the value available for import that identifies either the account or the merchant for this transaction The merchant ID is 20 characters long Merchant IDs don t need to be sorted into sepa
75. essor 3 xj 3 CreditNow AutoProcessor Version 3 1 Copyright 1996 2003 Auric Systems International http www AuricSystems com Maintenance Expires Configuration You need to renew your maintenance contract on or before the expiration date shown Page 94 CreditNow AutoProcessor Maintaining and Troubleshooting Maintenance Contract 4 Click on the expiration date to view Renew Maintenance Contract To renew your maintenance contract follow these easy steps Follow this link to Auric Systems International s support page to 1 obtain a new activation key http www AuricSystems com renewcnap 2 Copy and paste or type in the new activation key click OK and you re ready to gol Activation Key Cancel Gt You can also view this screen directly by clicking Help then Maintenance Contract Follow the directions for renewing your maintenance contract or 5 call Auric Systems International CreditNow AutoProcessor Page 95 Troubleshooting the AutoProcessor Maintaining and Troubleshooting Troubleshooting the AutoProcessor If you need to contact Auric Systems International please copy down any error messages you received and keep notes on what happened before and after the trouble started This information will help us solve your problem quickly To contact technical support for the CreditNow AutoProcessor Phone 603 924 6079 E mail support AuricSystems com
76. fe FTP Upload Directory FO FTP Download Directory ey 17 By default the Test Transactions Only box has a check mark With a check mark In demo version this has no effect When you switch to the live AutoProcessor this default allows you to test your connection to FNMS without processing any real transactions The transaction is actually sent to FNMS but it s marked as a test transaction You should leave this default in place until you re sure the connection with TransFirst is working Without a check mark When you remove the check mark the live AutoProcessor sends transactions for real processing You CreditNow AutoProcessor Page 131 C 2 First National Merchant Solutions BAS C Processor Specific Information You must back up your database right now 18 19 20 21 should remove the check mark as soon as you re sure the connection with FNMS is working otherwise all transactions will be marked as test transactions and FNMS won t process them Fill in the FTP Settings boxes based on the information you receive from FNMS Be extremely careful of your spelling and watch out for upper and lower case characters The settings you type in must be exact FNMS may request that you upload files to the default FTP directory You can enter slashes to separate directories For example if FNMS specifies that you should download files from the output 861111 directory enter the string ou
77. following platforms e NT 4 0 e NT 2000 e XP For initial installation you ll need approximately 10 Mbytes of hard disk space You should install Internet Explorer 5 5 or better with 128 bit encryption Recommended System Requirements For the best performance use Windows NT 4 0 2000 or XP with a minimum of 512 Mbytes of memory You should keep a minimum of 100 Mbytes of free disk space to ensure a long lived and trouble free installation Additional information about system requirements is available at www AuricSystems com Important Information Your processing service has its own minimum operating requirements Contact your processing service directly for more information Page 6 CreditNow AutoProcessor Installing the AutoProcessor Installing the AutoProcessor Installing the AutoProcessor Installation Options The AutoProcessor requires an active TCP IP connection Once you install the live version of the AutoProcessor you can t switch back to demo you have to completely reinstall the AutoProcessor The AutoProcessor always installs in the demonstration demo version In the demo version transactions aren t sent anywhere The demo is excellent for trying out configuration options and AutoProcessor operations without affecting real transactions After you ve completed and tested the configuration you can switch to the live version see page 64 In the live version transact
78. for RECT Imported from C Proqi Updating Downloaded Transactions from samplebbd ir Completed Download of Transactions from samplebbd 392 Bytes Downloaded Starting Download of Transactions from samplebbd imp Found 1 Files Queued on Server Checking Files Available from Processor Successful Dialup Connection Next Check for Files on Server Scheduled for 2 8 200 Next Download Attempt of Transactions from samplebl Completed Upload of Transactions from samplebbd im 79184 Bytes Uploaded 2 8 x Server is Running Database Cleanup Complete Page 62 CreditNow AutoProcessor Configuring and Testing the AutoProcessor Testing Your Configuration If you can t figure out why your processing service is declining transactions check the information in the Response column of the BAD file If this column doesn t appear reconfigure your exports to show the Response Text field as explained on page 46 8 Check the following e Did you configure the AutoProcessor to place all transactions approved and declined in the same EXPORT file If so use Windows Explorer to check that the EXPORT directory contains a file with a EXP extension In this example the import file was named samplebbd imp Therefore the EXPORT directory should have a file named samplebbd exp e Did you configure the AutoProcessor to split approvals from declines at export If so use Windows Explorer to check that the EXPO
79. g the AutoProcessor Configuring Exports Configuring Exports Just as the import file contains only the fields you selected during import configuration the export file EXP OK BAD contains only the fields you selected during export configuration After your processing service approves or declines the transaction it sends its results back to the AutoProcessor The AutoProcessor prepares the processed transaction for export to your external application With the Configure Exported Files screen you tell the AutoProcessor what type of information which fields to export to your external application and in what format If you don t select a field the information isn t saved in the export file even if your processing service included it For an explanation of all the fields available for export see the Field Reference under the main Help menu If you re exporting ICV style files see Appendix B IC Verify ICV Style Files on page 107 for information on using templates 1 Click on Configure 2 Click on Exports to view a screen like the following Configure Exported Files Available Fields Fields to Export Activity Date Account x A AMEX Trans Advice 1 gt Exp A AMEX Trans Advice 2 BillAddress LastName AMEX Trans Advice 3 Amount A AMEX Trans Advice 4 gt gt Action Authorized Amount Status Authorized Date Auth Code AVS lt Authorized Date im AVS Message Response Co
80. g the AutoProcessor Preparing for Configuration Preparing for Configuration Using the Demonstration Version and Running the AutoProcessor As an Application When you re configuring the AutoProcessor for the first time it s best to work in the demonstration version and to run the AutoProcessor as an application not a service After you complete the configuration you can test it without really sending transactions to your processing service When you re satisfied with the configuration you can switch from demo to live and install the AutoProcessor as a service Sending Files from the External Application to the Live AutoProcessor You must configure imports and exports before your external application starts sending files to the AutoProcessor Otherwise the AutoProcessor will import the files and either immediately reject them or process them in ways you don t want When you switch from demo to live the AutoProcessor remembers the configuration you set up in the demonstration version it uses that configuration Pausing the AutoProcessor You can t configure imports and exports if the AutoProcessor is working The choices on the Configure menu are disabled you can t select them Therefore make sure the AutoProcessor is paused if necessary click on Checking the Extension on Your Files If the AutoProcessor is not importing your files check the file extensions The file name must end with the correct file extens
81. he AutoProcessor 1 Click on 2 Click on File 3 Click on Exit To exit the AutoProcessor stop the service through the Windows Control Panel The AutoProcessor automatically shuts down CreditNow AutoProcessor Page 79 Understanding the Events Log Operating the AutoProcessor Understanding the Events Log The AutoProcessor logs operating events such as server pause and resume file import and export and submission of transactions in two ways on the Log screen and in a log file The Log Screen On the Log screen the AutoProcessor lists the events that occur from the moment when the AutoProcessor starts up to a maximum of 200 events After 200 the oldest events disappear from the screen although they re still available in the log file The Log screen is reset at midnight each night or any time that you exit shut down the AutoProcessor Click on the Log tab to view O x Server is Running be CreditNow AutoProcessor File Queue Configure Help Log Queue 2 8 2003 9 23 39 AM 2 8 2003 9 23 38 AM 2 8 2003 9 23 38 AM 2 8 2003 9 23 37 AM 2 8 2003 9 23 30 AM 2 8 2003 9 23 30 4M 2 8 2003 9 23 23 AM 2 8 2003 9 23 22 AM 2 8 2003 9 23 21 AM S Information a Information Q Information 9 Information a Information Q Information a Information lt 2 Information Next Check for Files on Server Scheduled for 2 8 200 Next Download Attempt of Transactions from G456 IM Completed
82. ic key to the text file it consists of your PGP sender name followed by an extension See the message generated on the dialog for the precise name E mail that public key file to your TransFirst representative 16 Click on Import to view Import Enter the file containing the public key from TransFirst ePayment Services in the box below Import Key from File a Cancel 17 Click on the text file asc that TransFirst e mailed to you containing their PGP public key Your keys are now set up 19 Click on the Server Info tab to view CreditNow AutoProcessor Page 145 C4 TransFirst ePayment Services C Processor Specific Information c Transfirst ePayment Services BAX Basic Settings Merchant Numbers PGP Server Info FTP Server ftp dpisecure com FTP User fe FTP Password o FTP Upload Directory FTP Download Directory FO FTP Proxy Settings Proxy Type No Proxy sd Proxy Address Proxy Port Proxy User Proxy Password Cancel 20 By default the Test Transactions Only box has a check mark With a check mark In demo version this has no effect When you switch to the live AutoProcessor this default allows you to test your connection to TransFirst without processing any real transactions The transaction is actually sent to TransFirst but it s marked as a test transaction You should leave this default in place until you re sure the connection w
83. ies are located In the Password box type VIEWER You must type all capital letters The password appears as a series of asterisks _ Click on to view a screen like the following Page 72 CreditNow AutoProcessor Installing the AutoProcessor Testing the Service kc editNow AutoProcessor Yiewer File Configure Help E l0 x AutoProcessor Log AutoProcessor Queue Summary Summary Chart Q Information Startup completed 2 22 2003 9 24 48 AM a Information Initializing Paymentech communication layer 2 22 2003 9 24 48 AM a Information Database tables verified 2 22 2003 9 24 37 AM Q Information Server Application Started at 2 22 2003 9 24 37 AM Viewing CreditNow AutoProcessor Local Exit AutoProcessor is RUNNING 8 Click on the AutoProcessor Log tab 9 Place a file with an IMP extension in your IMPORT directory You should see the transactions being imported processed and exported on the Viewer screen You might also check the import folder where the IMP file should be renamed with DNE extension or deleted CreditNow AutoProcessor Page 73 Removing as a Service Installing the AutoProcessor Removing as a Service You can remove the AutoProcessor as a service at any time and then run it as an application If you want to change the AutoProcessor s configuration and it s running with a remote service you must stop the service before making configurati
84. iles For this example double click on ICV_ALLFIELDs TxT which is a file supplied with the AutoProcessor You can configure imports using a file with an TXT or CSV or IMP extension but for the actual processing the AutoProcessor only accepts files with a IMP extension The file you choose to work with appears on a screen like the following CreditNow AutoProcessor Page 109 Configuring Imports with Templates B ICVerify ICV Style Files mr xi Column name Fields Columns with Data from ICY _AIIFields txt identifies labia ccoL field AMEX Trans Advice 1 i 4 Summit RIFY 234 160 5191409037560100 0511 30 30 70359 306 AMEX Trans Advice 2 Records from fl aMe s Lrans ag the delimited x AMEX Trans Advice 4 Amount text file Auth Code Authorized Amount gt Authorized Date AVS Import File Default Values After Import List of Batch ID ae available field BillAddress Address1 Delimiter Options BillAddress Address2 A one E names names BillAddress Apt Tab J First Row Contains Field Names marked with a Billddress City IV Fields Include Quotes BillAddress Country C aa ek BillAddress Email apna MICY Style Settings BillAddress FirstN ame ak required Bill4ddress HomePhone Other B EtPo iii BillAddress LastN ame BillAddress MiddleName Required Fields Default Layout Templates J Read Merchant Alias fr
85. ion for each type of file Suppose the AutoProcessor is set up to use the default file extension IMP for imports In that case the following file names are all acceptable for import files ABC IMP or ABC FFF IMP or ABC_FFF IMP CreditNow AutoProcessor Page 33 Preparing for Configuration Configuring and Testing the AutoProcessor But the following file names are not acceptable ABC FFF or ABC IMP FFF or ABC_FFF The AutoProcessor refuses to import files that don t have a IMP extension If your computer is set up to hide extensions you won t be able to check the file names With hide extensions in effect a file that is named ABC IMP FFF is listed on screen as ABC IMP The file name looks right but the AutoProcessor rejects the file because its real hidden extension is FFF not MP To show and check the extensions on your files 1 Click on Star Click on Programs Click on Windows Explorer Click on the C drive es he On the Tools menu click on Folder Options to view a screen like the following Folder Options 2f x General View File Types Ed Men Go Farwies Heh m Windows Desktop Update Web style Your computer looks and acts like the Web e g single click Classic style Your computer defaults to Windows classic settings Settings Cancel EPpy Page 34 CreditNow AutoProcessor Configuring and Testing the AutoProcessor Preparing for
86. ions are really sent to the processing service During installation you can install the AutoProcessor and its management tools the Viewer at the same time or separately If you decide to install only the AutoProcessor you can always install the management tools later on whether on the same computer or a remote computer or both see the CreditNow AutoProcessor Management Tools Manual At any time after installation you decide whether to install the AutoProcessor as a service see Chapter 5 Running the AutoProcessor As a Service on page 65 When you first install and configure the AutoProcessor Auric Systems International strongly recommends that you run the AutoProcessor as an application not a service Installation Procedure 1 Begin the installation from the Auric Systems International web page www AuricSystems com Go to Downloads and follow the instructions for downloading the CreditNow AutoProcessor 2 The following screen appears CreditNow AutoProcessor Page 7 Installing the AutoProcessor Installing the AutoProcessor The Viewer requires a password the AutoProcessor doesn t Wetcome EG Welcome to the CreditNow AutoProcessor Setup program This program installs CreditNow AutoProcessor on your computer IMPORTANT DEFAULT PASSWORDS Default Password for Viewer is VIEWER Passwords are case sensitive WARNING This program is protected by copyright law and international tr
87. ith TransFirst is working Without a check mark When you remove the check mark the live AutoProcessor sends transactions for real processing You should remove the check mark as soon as you re sure the connection with TransFirst is working otherwise all transactions will be marked as test transactions and TransFirst won t process them 21 Fill in the FTP boxes based on the information you receive from TransFirst Be extremely careful of your spelling and watch out for upper and lower case characters The settings you type in must be exact Page 146 CreditNow AutoProcessor C Processor Specific Information C4 TransFirst ePayment Services You must back up your database right now 22 23 TransFirst may request that you upload files to the default FTP directory In that case leave the FTP Upload Directory edit box empty You can enter slashes to separate directories For example if TransFirst specifies that you should download files from the output 861111 directory enter the string output 861111 in the FTP Download Directory edit box The AutoProcessor communicates with TransFirst over the Internet You must have an active Internet connection Click on Back up your data base as described in Backing Up and Restoring the Database on page 97 If you lose your private key you can t re create it Your only option is to create a new private key which you must then send to Trans
88. ivation key After you bought the AutoProcessor these numbers were emailed to you 3 Click on From now on the AutoProcessor is live The word DEMO no longer appears on the right side of the screen Transactions are processed exactly as they were in the demo version except now they are really sent to your processing service Page 64 CreditNow AutoProcessor Even with remote service Auric Systems International recommends that you always leave your LOG directory and LOG files on the same machine as the AutoProcessor Chapter 5 Running the AutoProcessor As a Service The CreditNow AutoProcessor runs as either a stand alone application or as a service During configuration and testing you should run the AutoProcessor as an application Afterwards you may run the AutoProcessor as a service with one of the following configurations e Local service Both the AutoProcessor and its directories are on the same computer e Remote service The AutoProcessor is on one computer and at least one of its directories is on another remote computer As described in this chapter to run the AutoProcessor as a service you must complete the following procedures in order e Establish a log on account for the service if necessary Set up folders e Install as a service e Test the service This chapter also describes how to remove the service CreditNow AutoProcessor Page 65 Establishing a Log On Acc
89. le of Keyboard Commands A Keyboard Shortcuts Page 106 CreditNow AutoProcessor Appendix B ICVerify ICV Style Files The CreditNow AutoProcessor is able to communicate with third party applications that require ICV style import and export files This appendix describes how to set up ICV style import and export using the AutoProcessor s built in templates CreditNow AutoProcessor Page 107 Preparing for Configuration B ICVerify ICV Style Files Preparing for Configuration ICV Style Actions The following table lists e The ICV style actions that the AutoProcessor supports e The equivalent in AutoProcessor terms ICV Style Action AutoProcessor Action Abbreviation C1 Conditional Deposit CorS CO Deposit D C3 Refund Credit R C6 Authorize A Page 108 CreditNow AutoProcessor B ICVerify ICV Style Files Configuring Imports with Templates Configuring Imports with Templates 1 Click on Configure 2 Click on Imports to view Select Model Import File Look in Import a c Fe A csiLinkPoint txt EG E Frms txt My Recent E 1c _AllFields txt Documents E ptech txt 2 E transfirst txt Desktop My Documents 9 My Computer amp 2 My Network File name hoo Places Files of type Text files txt csv imp bd Cancel 3 Double click on a text file one that can serve as an example for setting up the rest of your text f
90. merchant number won t work To configure the processor settings When you finish configuring processor 1 Pause the AutoProcessor settings you must back up 2 Click on the Configure menu 3 Click on Processor Settings to view Page 140 CreditNow AutoProcessor C Processor Specific Information C4 TransFirst ePayment Services Transfirst ePayment Services ex Basic Settings Merchant Numbers PGP Server Info Sender Sender Name Cancel 4 Click on the Basic Settings tab and fill in the Sender and Sender Name exactly as provided by TransFirst 5 Click on the Merchant Numbers tab to view CreditNow AutoProcessor Page 141 C4 TransFirst ePayment Services C Processor Specific Information Transfirst ePayment Services Jog Basic Settings Merchant Numbers PGP Server Info Me Alias Description Add i DEMO Delete The information on this screen is used when you configure import files At that time the merchant number s and associated description s are automatically listed under the Default Values tab in the Merchant Number box The default merchant number and description are provided for demonstration purposes only you may delete them after you add genuine information 6 Clickon 494 to view Page 142 CreditNow AutoProcessor C Processor Specific Information C4 TransFirst ePayment Services 7 10 E New Merchant Inform
91. mes of menus are printed as follows File menu The names of keys on your keyboard are printed in bold as follows Enter If you prefer to use only keyboard commands with the AutoProcessor see Appendix A Keyboard Shortcuts on page 103 Page 2 CreditNow AutoProcessor Printing This Manual Welcome to the AutoProcessor Printing This Manual To view and print this manual from your computer s desktop 1 Click on AStart 2 Click on Programs 3 Click on CreditNow AutoProcessor 4 Click on CreditNow AutoProcessor User Manual To view and print this manual from the CreditNow AutoProcessor press the F1 function key on your keyboard You can also 1 Click on Help 2 Click on User Manual The CreditNow AutoProcessor Management Tools Manual is also available from your computer s desktop and through the Help menu To view and print the manual s you need Adobe Acrobat Reader You can download Acrobat Reader for free 1 Click on Help 2 Click on Get Acrobat Reader 3 Follow the instructions at the Adobe Acrobat website Bound hard copies of this manual and the CreditNow AutoProcessor Management Tools Manual are also available from Auric Systems International Contact support support AuricSystems com to purchase your copies CreditNow AutoProcessor Page 3 Welcome to the AutoProcessor Contacting Auric Systems International Contacting Auric Systems International To contact Auric
92. mization is occurring the copy and replace procedure could require as much as two times the amount of disk space as the largest table in your DATA directory Although you may see a slight increase in speed after optimizing the main purpose is to reduce the size of your data files If you archive regularly you shouldn t need to optimize For more information see Archiving the Processed Transactions File on page 82 To optimize 1 Click on File 2 Click on Optimize to view CreditNow AutoProcessor WARNING About to optimize database tables Please quit CreditNow AutoProcessor and backup your Data directory before running optimize Optimize requires a maximum of 2x the largest table size Found in your Data directory If the table is mostly empty the actual amount of hard disk space used is significantly less Click Cancel now or OK to continue 3 Click on You ll see statements like the following on the main CreditNow AutoProcessor screen CreditNow AutoProcessor Page 99 Optimizing the Data Tables Maintaining and Troubleshooting 2 25 2007 7 59 31 4M 1 Information Network services resumed 2 25 2007 7 59 31 AM J Information Database tables optimized 2 25 2007 7 59 304M JD Information Optimized UserSubmittal 2 25 2007 7 59 304M Information Optimized UpdateLog If you receive an error message instead call technical support at Auric Systems International Page 10
93. n to view a list of currencies Page 137 C 3 Chase Paymentech Solutions C Processor Specific Information The default currency is U S dollars In the live AutoProcessor if Test Transactions Only is check marked the word TEST appears on the screen It disappears after you remove the check mark and Paymentech begins to really process transactions 16 Click on the currency you want The AutoProcessor and management tools automatically use that currency for all transactions associated with that particular division ID If you don t make a choice or if your choice is rejected for some reason for example Paymentech doesn t handle that currency U S dollars are used by default 17 If you have more than one row of information you can sort the rows by any one column Click on the column s title to sort in increasing or decreasing order 18 Click on the Server tab to view Basic Settings Submitters Divisions Server Info MV Test Transactions Only FTP User FTP Server FTP Password M Dial Up Settings Phone Number Dial In User m Dial In Password Cancel 19 By default the Test Transactions Only box has a check mark In demo version this has no real effect However when you switch to the live AutoProcessor this default sends transactions to a special location at Paymentech It allows you to test your connection with Paymentech without actu
94. nd exit Restart the AutoProcessor as a service CreditNow AutoProcessor Page 69 Installing as a Service Installing the AutoProcessor Installing as a Service You or your system administrator must create a user name and password before you enter it in the Service Manager If you don t the AutoProcessor sends an invalid or does not exist error message If you want to run the AutoProcessor as a service local or remote you must specifically select that option but you can do that at any time Auric Systems International strongly recommends that you first configure your system as an application then install as a service later To install the AutoProcessor as a service 1 Click on AsStart 2 Click on Programs 3 Click on CreditNow AutoProcessor 4 Click on CN Service Manager to view Service Path shows you where your directories are located the AutoProcessor automatically fills in this information Service Name CNAP Service Path C Program Files CreditNow _AP cnap exe Status Uninstalled Optional recommended User Name Optional recommended Password Po fas oer information is required if Password you need special privileges for remote or local configuration Output Output area displays messages from the system Install Service 5 Fill in the user name and password which you set up previously The user name and password are require
95. nd find files CreditNow AutoProcessor Page 63 Switching from Demo to Live Configuring and Testing the AutoProcessor Switching from Demo to Live Once you switch to the live version of the AutoProcessor you can t switch back using the Configure menu You must entirely uninstall the live AutoProcessor If you didn t configure processor settings in the demo version you must configure them now If your processor settings are configured to test transactions only the word TEST appears on the screen and your transactions are not really processed even though the AutoProcessor is live After you ve tested your configuration and it works smoothly you re ready to switch the AutoProcessor to the live version First make sure you don t have any import files with a IMP extension in your IMPORT directory especially dummy IMP files created solely for configuration As soon as the AutoProcessor goes live it starts processing all the IMP files in the IMPORT directory and really sends transactions to the processing service The AutoProcessor remembers the configuration you set up in the demo version and uses it in the live version To switch from demo to live 1 Click on Configure 2 Click on Serial Number and Activation Key to view trtr serio Munber and Activation ay Serial Number Hi Z Activation Key Hi Cancel Fill in your serial number and your act
96. nfiguring Directories The AutoProcessor is set up with default directories where it If you change Wieder ult automatically sends and receives the appropriate files If you decide to directories make sure your external application change these defaults you may set up or select any directory as long as knows where to send the AutoProcessor has read write privileges to that directory import files and find export files You may change directories in either of two ways by over typing or by browsing You can also return to the defaults at any time Over typing To change the directories by over typing 1 Ifthe AutoProcessor isn t already paused click on 2 Click on Configure 3 Click on Directories to view erT Directories Import Directory C Program Files CreditNow _AP mport Export Directory C Program Files CreditNow _AP Export Decline Directory C Program Files CreditNowl_AP Decline Warming Directory C Program Files CreditNow _AP Waming Log Directory C Program Files CreditNowl_AP Log tm Archive Directory C Program Files CreditNow _APVirchive s Batch Reports Directory C Program Files CreditNow _AP BatchReports Cancel Default 4 Select the name of the directory you want to change for example Import 5 Type in the new directory name 6 Click on CreditNow AutoProcessor Page 49 Configuring Directories Configuring and Testing the AutoPr
97. ng the CreditNow AutoProcessor to automatically manage your high volume batch oriented credit card purchase card and check transactions Once the AutoProcessor has been configured you don t need to manually interact with it at all The AutoProcessor connects directly with your credit card purchase card and check processing service to manage all your transactions The AutoProcessor offers the following features e Automatically communicates with an external application and your processing service to process credit card purchase card or check transactions e Handles text files containing up to 50 000 transactions e Stores account numbers in its database using Federally Approved AES Encryption The AutoProcessor works with many different operating systems applications and processing services No matter where your business takes you CreditNow AutoProcessor is ready For information on batch processing more than 50 000 transactions per file contact Auric Systems International This chapter contains information on using this manual and contacting Auric Systems International CreditNow AutoProcessor Page 1 Welcome to the AutoProcessor Using this Manual Using this Manual The step by step instructions in this manual explain how to configure and operate the AutoProcessor using the on screen menus and buttons for most tasks The titles of screens and any information that appears on the screens for example the na
98. ng uploaded to and or downloaded from your processing service In demo mode the AutoProcessor builds an upload log but not a download log Although account information credit card numbers is removed from the file the file still contains sensitive information such as names and addresses FTP PROTOCOL LOG Logs the communications between the AutoProcessor and your processing service EXCEPTIONS LOG Helps track down and isolate problems Turn this on only when requested by Auric Systems International Technical Support This is an exception report not an error report Exceptions are normal to software operation and most are handled smoothly The log helps technical support isolate exceptional exceptions 8 When you have finished with the troubleshooting screen click Page 58 CreditNow AutoProcessor Configuring and Testing the AutoProcessor Configuring an Import File That Isnt Typical Configuring an Import File That Isn t Typical So far this chapter has assumed that your imported text file uses a tab for a delimiter and places quotation marks around each field But what if it doesn t Here s a delimited text file that uses a comma for a delimiter and omits the quotes 5246 1519 1615 1570 11 63 258 98 Linda Poole 433 Butterworth Ln 5191 469 6 3756 6166 11 62 87 63 Harry Bratton 345 Scotts Valley Rd 5191 469 6 3756 61606 12 62 164 48 Carl Malone 1669 Third Ave When you
99. nsaction Reference Key Processing Checks When processing checks through TransFirst you must supply e Routing number e Check number e First and last name e Full address TransFirst requires checks to be processed in a separate file from credit cards The AutoProcessor rejects any import file that contains both check and credit card transactions The TransFirst result codes for check transactions are different from the result codes for credit card transactions A successful check transaction returns a result code of POO p zero zero A check transaction is not fully successful until several days after the transaction is submitted POO indicates that the check has passed basic validation checks such as valid routing number Several days after the transaction is processed TransFirst can provide you with a file CreditNow AutoProcessor Page 149 C4 TransFirst ePayment Services C Processor Specific Information indicating which check transactions were approved The CN 3100 version of the AutoProcessor automatically downloads these files for you Downloading Other Files The CN 3100 AutoProcessor downloads files from TransFirst in addition to transaction batches but they must have an extension of ZIP The AutoProcessor downloads unzips and decrypts these files The files are stored in a directory called FILESFROMPROCESSOR Using the following example the TransFirst naming convention for download files is 86
100. nt Solutions FNMS BAS batch system via VPN or Frame Relay The following steps explain how to configure processor settings Before you begin you need the following information from FNMS e Originator identifier and originator name identifying the company that submits transaction information to TransFirst e Merchant number e Server information including the FTP server address user password upload directory and download directory The AutoProcessor comes with a demo merchant number which allows you to use the demo The live and test modes of the AutoProcessor won t run unless you enter valid information from FNMS the demo merchant number won t work Configure Processor Settings To configure the processor settings 1 Pause the AutoProcessor 2 Click on the Configure menu 3 Click on Processor Settings to view a screen like the following CreditNow AutoProcessor Page 127 C 2 First National Merchant Solutions BAS C Processor Specific Information o First National Merchant Solutions BAX Basic Settings Merchant Numbers Server Info Originator Identifier The Originator Identifier includes both the BIN and Merchant Number assigned by the processor Enter the BIN followed by the Merchant Number with no spaces As an example if the BIN assigned was 441800 and the Merchant Number was 123456 you would enter 441800123456 in this field Originator Name The Originator Name is the 10 character sho
101. nt anything you like 1 Open User Accounts in the control panel Click on Create a New Account Name your new account cnapservice Click Next ke SN Page 66 CreditNow AutoProcessor Installing the AutoProcessor Establishing a Log On Account for the Service 5 At Account Type click on the Computer Administrator radio button Administrators have certain rights including the right to log on as a Service Your new account is listed under Pick an account to change 6 At Create a password type in a password 2000 Professional 1 Open Users and Passwords in the control panel 2 At User Name type cnapservice 3 Click Next 4 At Password type in a password repeat in the Confirm Password box 5 At Level of Access click on Other 6 Scroll down until Administrators appears in the Others box 7 Click on Finish NT4 1 Click Start Click on Programs Click on Administrative Tools Click on User Manager Click on User in the menu bar Click on New User At the User Name type cnapservice OO ot GY Sy Pe el At Password type in a password repeat in the Confirm Password box 9 Remove the check mark next to Change Password at Next Logon 10 Place a check mark next to Password never expires 11 Click on Groups 12 At Not member of list click on Administrators 13 Click on Add to move Administrators to the Member of list 14 Click i CreditNow AutoProcessor Page 67
102. ocessor Browsing Error files ERR and done files DNE are created by copying import IMP files So when you change the IMPORT directory for IMP files you re also automatically changing it for ERR and DNE files The AutoProcessor automatically creates the new directory To change the directories by browsing 1 Make sure the new directory already exists on your local or remote system and that you have read write privileges to that directory 2 Ifthe AutoProcessor isn t already paused click on 3 Click on Configure 4 Click on Directories to view Configure Directories Import Directory C Program Files CreditN ow _AP Import Export Directory C Program Files CreditN ow _APSE xport Decline Directory C Program Files CreditNow _AP Decline Warming Directory C Program Files CreditNow _AP Warning Log Directory C Program Files CreditNow _AP Log C Program Files CreditNow _AP Archive C Program Files CreditN ow _AP B atchReparts Archive Directory Batch Reports Directory Cancel Default 5 Click on 1 next to the directory you want to change to view a screen like the following Page 50 CreditNow AutoProcessor Configuring and Testing the AutoProcessor Configuring Directories Set Import Directory to C Program Files CreditNow _AP Import S O CreditNow _Ap O Archive BatchReports 6 DATA Decline
103. om Comment 2 Clerk Cancel Each record is a transaction 4 To format your file click on Layout Templates to view Select Layout Template 3 x ICV Style All Fields ICY Style All Fields Tab Delimited IC Style All Fields wo Quotes ICY Style Base Fields or Versions lt 2 0 ICY Style Base Fields or Versions lt 2 0 Tab Delimited IC Style Base Fields or Versions lt 2 0 w o Quotes ICV Style wi AVS ICY Style w AVS Tab Delimited IC Style w AVS wo Quotes Cancel The templates listed come with the AutoProcessor Each template has a slightly different selection and arrangement of columns 5 Click on the template you prefer For this example ICV STYLE ALL FIELDS is chosen Page 110 CreditNow AutoProcessor B ICVerify ICV Style Files Configuring Imports with Templates 6 Click on to view x Fields Columns with Data from ICY_AlIFields_txt AMEX Trans Advice 1 AMEX Trans Advice 2 AMEX Trans Advice 3 AMEX Trans Advice 4 Auth Code Authorized Amount Authorized Date AVS 4 gt Batch ID Ej BillAddress Address2 Import File Default Values After Import BillAddress Apt BillAddress City Delimiter Options ara ddess cela C Tab J First Row Contains Field Names BillAddress FirstN ame IV Fields Include Quotes BillAddress HomePhone s BillAddress LastName Comma IC Style Settings BillAddress MiddleN ame ar BillAddress State C Other
104. on ID information 15 Click on Check Fraud to add a check mark if you want your processing service to automatically check every transaction for fraud You should first contact your processing service to find out if they offer automatic fraud checking and whether they have any special requirements The default is no fraud checking 16 Click on After Imports to view CreditNow AutoProcessor Page 113 Configuring Imports with Templates B ICVerify ICV Style Files Import File Default Values After Import After Import Delete File Change Extension to DNE Here you tell the AutoProcessor how to handle the import file after importing it The default is to change the file s extension to DNE and save it If you click on the Delete File radio button the AutoProcessor deletes the file after import Auric Systems International recommends creating a done file 17 When your configuration is finished click on i to leave the Configure Import screen Page 114 CreditNow AutoProcessor B ICVerify ICV Style Files Exports with Templates Exports with Templates 1 Click on Configure 2 Click on Exports to view A gt Exp a BillAddress LastName AMEX Trans Advice 3 Amount AN AMEX Trans Advice 4 gt gt Action Authorized Amount Status Authorized Date Auth Code AVS lt Authorized Date of AVS Message Response Code Batch ID LastActionSucceeded Vv BillAddress Ad
105. on changes but you don t have to remove the service To remove the AutoProcessor as a service 1 Log into the AutoProcessor as an account that has read and write permissions to all the AutoProcessor directories for example cnapservice Otherwise an error message appears Error Can t access one or more directories as configured Retrying 2 Click on Programs 3 Click on CreditNow AutoProcessor 4 Click on CN Service Manager to view Service Name CNAP Service Path C Program Files CreditNow _AP cnap exe Status Stopped Optional recommended User Name Password Password Output 2 8 2003 9 14 49 4M Service Installed Successfully Install Service Remove Service Close Page 74 CreditNow AutoProcessor Installing the AutoProcessor Removing as a Service 5 Press Hemove Service 6 A message like the following appears in the Output box Output 2 8 2003 9 15 23 AM Please restart Windows to complete removal as a service The Remove Service button is no longer active 7 Click on to close the Service Manager window You must restart Windows to completely remove the service CreditNow AutoProcessor Page 75 Removing as a Service Installing the AutoProcessor Page 76 CreditNow AutoProcessor While the AutoProcessor is importing or exporting a file it has exclusive access That is no external application is allowed to to
106. ons approved transactions are in the OK file CN Communication file automatically deleted CNA Archive file ARCHIVE CSV Batch summary report files BATCHREPORTS generated whenever batch results are exported DNE Import file of transactions exactly as IMPORT received from an external application optional renamed after import ERR Error file created if the import IMPORT procedure fails for some reason for example if you changed a directory name using Windows Explorer instead of the AutoProcessor s Configure menu EXP Export file containing approved and EXPORT declined transactions the external application reads this file IMP Import file from an external IMPORT application until AP automatically deletes it or changes the extension to DNE LOG Log files including the LOG AutoProcessor s daily record of its own activities and the batch FTP protocol and exceptions logs OK Export file containing approved EXPORT transactions only declines are stored in the BAD file Page 24 CreditNow AutoProcessor Understanding the CreditNow AutoProcessor Understanding AutoProcessor Terms Extension Type of File Found in This Directory WRN File names Duplicate names may still cause problems later on see Chapter 7 Maintaining and Troubleshooting on page 93 Import file and directory Log file File containing imported records that WARNING were improperly formatted The
107. open this file in the Configure Import screen it looks like this xi Fields Columns with Data from sample2 txt Auth Code Authorized Amount Authorized Date Action Comment 2 Comment Accou 5240 1519 1015 1570 11 06 258 98 Linda Poole 5191 4090 3756 0100 11 05 87 03 Harry Bratton 191 4090 3756 0100 12 05 104 48 Carl Malone BillAddress Address2 BillAddress Apt Billddress City gt BillAddress Country BillAddress Email Import File Default Values After Import BillAddress FirstN ame BillAddress HomePhone Delimiter Options BillAddress LastN ame or Bill amp ddress MiddleName C Tab J First Row Contains Field Names BillAddress State JV Fields Include Quotes BillAddress WorkPhone F Fi Captured Date nt ICY Style Settings Check Acct Type pare Check Fraud C Other r JV Expiration Date as YYMM Class J Read Merchant Alias from Comment 2 Clerk CNX Order ID zl Required Fields Default Layout Templates Cancel The AutoProcessor automatically assigns field headings delimiters options and so on as best as it can You may need to change field names replace unassigned column headings with field names or make other changes Be careful of clicking on Default because the AutoProcessor s default settings won t be appropriate for your file and you may end up CreditNow AutoProcessor Page 59 Configuring an Import File That Isnt
108. or connecting to host Event A detailed description of the event The Log screen can also be viewed with the AutoProcessor Viewer The Log Files The entire log file not just the 200 most recent events is stored in the LOG directory and has a LOG extension The AutoProcessor creates a new file beginning at midnight on every day that it runs For example all the operating events that occur during August 4 2002 are logged to cnap_20020804 log and all the events that occur during August 9 2002 are logged to cnap_ 20020809 log You might want to remove the oldest log files periodically to conserve space on your hard drive CreditNow AutoProcessor Page 81 Archiving the Processed Transactions File Operating the AutoProcessor Archiving the Processed Transactions File The AutoProcessor keeps track of processed transactions including information about the amount and type of transaction and similar details depending on your processing service This information is kept in an internal file which is used to construct summaries and summary charts for the AutoProcessor Viewer You may archive past entries in this file When the AutoProcessor archives it copies transactions from the internal file to an external text file then deletes those transactions from the internal file The external file has a CNA extension and is stored in the ARCHIVE directory Once transactions are archived they re no longer available for
109. or to handle imports it either deletes the original IMP file or changes its extension to DNE 4 The AutoProcessor sends all transactions to your processing service 5 The processing service processes the transactions authorizes approves or declines each one and finally sends its response back to the AutoProcessor When the AutoProcessor downloads the transactions from the processing service they re stored in a temporary directory until the download is complete Then the AutoProcessor reads the files 6 The AutoProcessor updates its database with the information received from your processing service It then formats the updated Page 18 CreditNow AutoProcessor Understanding the CreditNow AutoProcessor What Does the AutoProcessor Do transaction records to match the requirements of your external application 7 Depending on how you configured the AutoProcessor to handle exports one of the following occurs e All transactions approved and declined are placed in a EXP file The file is stored in the EXPORT directory e The AutoProcessor splits approved transactions from declined transactions The declined transactions are placed in a file with a BAD extension along with an indication of why they failed That file is stored in the DECLINE directory The approved transactions are placed in a file with a OK extension That file is stored in the EXPORT directory 8 The external application reads the
110. other export Page 26 CreditNow AutoProcessor Understanding the CreditNow AutoProcessor Understanding the AutoProcessor Screen Understanding the AutoProcessor Screen The main CreditNow AutoProcessor screen contains four parts If you re using the demo AutoProcessor the word DEMO appears under the e Menu bar AutoProcessor logo on i the screen e Main window e Button bar e Message bar Kij CreditNow AutoProcessor 0 x Menu bar Tr File Queue Configure Help Log Queue Event 2 5 2003 9 25 40 4M Q Information Startup completed 2 5 2003 9 25 36 4M a Information Initializing Paymentech communication layer 275 2003 9 25 36 AM Q Information Database tables verified 2 5 2003 9 25 32 AM a Information Server Application Started at 2 5 2003 9 25 32 AM Main window Button bar Message bar Startup completed CreditNow AutoProcessor Page 27 Understanding the AutoProcessor Screen Understanding the CreditNow AutoProcessor Some of the menus may not be available until you pause the AutoProcessor for example you can t configure while the AutoProcessor is working The following table describes the menus Click on This Menu To Select from These Tasks File Archive files Verify and Repair files Optimize data tables Close the AutoProcessor window Exit the AutoProcessor Queue Pause processing Resume processing Check Response
111. ount for the Service Installing the AutoProcessor Establishing a Log On Account for the Service You should talk to your System Administrator before you create users grant access permissions or run as a service Local Service Remote Service XP Professional You many need a log on account if you need special privileges for remote or local configuration In that case you must establish the log on account before you install the AutoProcessor as a service If all your directories including import export archive and warning are on the same computer as the AutoProcessor the service can run as the System Account If you don t need a special account the server will log on to the local system account by default If you place even one directory on a remote computer you need a user account that serves as the Log On As account for the service That user account must have read and write privileges for the directories and the files in the directories You must create the account on the same computer with the AutoProcessor The exact procedure changes depending on the operating system for your computer The following procedures assume e You re running the AutoProcessor as a service e The import and export are configured to a remote computer e The two computers are peers in a workgroup with no domain users available e The user account is called cnapservice this is an example only you may name the accou
112. pCode AVS lt BillAddress Address1 AVS Message Tax Batch ID CYW CID Billddress Address2 a L auth Code en ee eee eo Delimiter Options C Tab Export Field Names in First Record JV Include Quotes Around Each Field Comma IV Export Unmasked Account Numbers C Other J Split Approvals from Declines IC Style Settings IV Export IC Style Response Field As Second Line JV Include AVS Response Code in ICV Style Response J Export Expiration Date as YYMM Default Cancel OK The AutoProcessor assigns its best estimate of the correct fields to export delimiters options and ICV style settings If you selected the correct template at Step 4 you should not need to make any further changes Go to Step 12 6 There are two main boxes on the Configure Exported Files screen Available Fields and Fields to Export By default nine fields are exported as shown in the screen above You may want to change or add to these fields For example if you add the Response Text field you ll be able to see why the processing service declined a transaction That information may tell you how to fix your import configuration to reduce the number of declines Page 116 CreditNow AutoProcessor B ICVerify ICV Style Files Exports with Templates To move a field from one box to the other select the field by clicking on the field name Then Click on To Move the selected field into the Fields to Ex
113. port box gt To select more than one Move all the available fields into the Fields to Export field at a time first click on one field name then hold gt gt box down the Ctrl key on your keyboard and click on any 7 additional field name s Move the selected field into the Available Fields box that field isn t exported Ia Move all the fields into the Available Fields box no fields are exported 7 The first field shown in the Fields to Export box is the first field to appear the record for each transaction To change a field s position select the field by clicking on the field name Then Click on To Move a Field To the top spot in the box the beginning of the A record Up one spot Kal x x The AutoProcessor arranges each transaction record to show the fields you chose at Step 3 in the order you chose at Step 4 Down one spot To the bottom spot in the box the end of the record CreditNow AutoProcessor Page 117 Exports with Templates B ICVerify ICV Style Files To return all fields to their default position with nine fields listed in their original order in the Fields to Export box click on Default 8 Ifnecessary change the defaults under Delimiter and Options Delimiter Options Tab Export Field Names in First Record Include Quotes Around Each Field Comma J Export Unmasked Account Numbers C Other E J Split
114. ports and exports fields such as account number or order date containing information about each transaction For more information about the fields available with your processing service 1 Click on Help 2 Click on Field Reference You can t access the field reference while you re configuring exports and imports Therefore you may want to leave it open or print it before you begin configuring Using Sample Files Auric Systems International recommends that you don t delete edit or overwrite any of the sample txt files supplied with the AutoProcessor If needed copy and rename the file then work with the copies Page 36 CreditNow AutoProcessor Configuring and Testing the AutoProcessor Configuring Remote Utility Communication Configuring Remote Utility Communication If you have a choice it s best to keep the default settings The AutoProcessor comes with default server port settings that should work fine unless you have special requirements You might need to change the port settings for example if another server program is already using the same port settings as the AutoProcessor However unless you have special requirements Auric Systems International recommends that you do not change the default settings If you need to change the server port settings 1 Click on Configure 2 Click on Remote Utility Communication to view Server Port Settings q x If you have more than one network card
115. ransfer the documentation and destroy all backup copies of the Program 3 TERM This license will terminate immediately and without notice if you fail to comply with any term or condition of this Agreement You agree upon such termination to destroy all copies of the Program including all documentation 4 LIMITED WARRANTY Program media if any is warranted to be free from defects in material and workmanship upon delivery to you Upon return to us postage prepaid any media found by us to be defective when delivered to you will at our election be replaced or your purchase price will be refunded We do not warrant that the operation of the Program including documentation will be uninterrupted or error free Except with respect to indemnification as set out below in no event will we be liable for direct indirect special incidental or consequential damages arising out of the use of or inability to use the Program or documentation and in no case shall our liability exceed the amount of the license fee THE FOREGOING WARRANTY IS PROVIDED IN LIEU OF ALL OTHER WARRANTIES EXPRESS OR IMPLIED AND EXCEPT AS PROVIDED HEREIN WE MAKE NO WARRANTIES OR REPRESENTATIONS OF ANY KIND EITHER EXPRESS OR IMPLIED WITH RESPECT TO THE PROGRAM MEDIA OR DOCUMENTATION INCLUDING THEIR QUALITY PERFORMANCE MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE Some states do not allow the limitation of implied warranties so these limitations above may not apply
116. rate batches Order Number CSI refers to this field as the Order ID It s 50 characters long Soft Descriptor 1 Merchant Name Descriptor Not Supported CSI LinkPoint batch doesn t support Soft Descriptors CreditNow AutoProcessor Page 125 C 1 Card Services InternationaL LinkPoint Batch C Processor Specific Information Field Explanation Soft Descriptor 2 Merchant CSI LinkPoint batch doesn t support Soft Descriptors City Descriptor Not Supported Transaction Reference Key The Transaction Reference Key is optional for CSI LinkPoint The Optional Transaction Reference Key contains information needed by some processing services to track required data between an authorization and a capture deposit For CSI LinkPoint it s sufficient to send the order number account number and authorization code AuthCode which you are probably already tracking Other Notes The AutoProcessor currently supports the following features for the Card Services International LinkPoint batch gateway e Credit cards purchase cards and checks are not supported e Different merchant IDs mixed in the same batch e International AVS Merchant action responses are limited Page 126 CreditNow AutoProcessor C Processor Specific Information C 2 First National Merchant Solutions BAS C 2 First National Merchant Solutions BAS The AutoProcessor communicates with the First National Mercha
117. rk READ MERCHANT Doesn t read the merchant Reads the merchant alias ALIAS FROM COMMENT alias M from the Comment 2 field 2 CLERK and sets the Merchant ID established when for this transaction to the you configure one that matches the alias processor settings 12 Click on Default Values to view Import File Default Values After Import Action Conditional Deposit Submitter ID 111111 DEMO 5 DivisionID 111111111111 DEMO Prod tye x Class Merchant Default Y ECommerce Merchant Defaut Tender CredtCad I Check Fraud If your file does specify an 13 If your import file doesn t specify an Action field for each action for each transaction you must set the default Action to one of the choices transaction the f AutoProcessor such as Authorize or Refund For example if you select Refund automatically ignores the every transaction that the AutoProcessor sends to the processing default ane erau service is considered to be a refund 14 You may need to change other defaults such as Division ID Class merchant default MOTO recurring or E commerce Tender credit card purchase card or check Submitter ID Prod Type for example gift certificate or shareware and ECommerce for example non secure or secure The choices that appear depend upon a your processing service and b the information you entered when configuring processor settings specifically the submitter and divisi
118. rocessor Terms Understanding the CreditNow AutoProcessor Understanding AutoProcessor Terms The following definitions appear in alphabetical order They include answers to questions you may have about the way the AutoProcessor works For example if you d like an explanation of all file extensions see File directories and extensions below Actions The following table lists e The actions that the AutoProcessor supports The standard AutoProcessor abbreviation for the action The table also includes a column where you can write the term your processing service uses for the action For example a Refund Credit authorization might be called a refund by your processing service Import Action Abbreviation Term Used by Your Processing Service Authorization A Conditional Sorc Deposit Deposit Refund Credit Archive The AutoProcessor archives any part of the processed transactions file that you choose It writes the transactions to an external file with a CNA extension and stores the file in the ARCHIVE directory Batch Batches are delimited text files containing transactions The files are generated by another application such as a point of sale or order entry application These applications don t have to be running on the same computer as the AutoProcessor they don t even have to be Windows or NT based applications Any application capable of creating a delimited text file can present credit card
119. rt name assigned by the processor 4 Click on the Basic Settings tab 5 Type in originator identifier and name in the Originator Identifier and Originator Name boxes You must type them exactly as they were provided by FNMS 6 Click on the Merchant Numbers tab to view a screen like the following Page 128 CreditNow AutoProcessor C Processor Specific Information C 2 First National Merchant Solutions BAS o First National Merchant Solutions BAX Basic Settings Merchant Numbers Server Info Merchant Number Alias Description 111111111111 DEMO Delete Cancel 7 The information on this screen is used later when you configure import files At that time the merchant number s and associated description s are automatically listed under the Default Values tab in the Merchant Number box The default merchant number and description work in demo version only you may delete them after you add genuine information 8 Clickon 4dd to view CreditNow AutoProcessor Page 129 C 2 First National Merchant Solutions BAS C Processor Specific Information New Merchant Information The Merchant ID includes both the BIN and Merchant Number assigned by the processor Enter the BIN followed by the Merchant Number with no spaces Merchant Number Alias Description Merchant Name Merchant Category Code Hl Merchant City P Merchant Zip State Country nd 9 Type the m
120. s the name of the import file that contained the original transactions It places the processed transactions in a file with the same name only the extension changes For example transactions imported from a file named ABC IMP are exported to a file named ABC EXP You configure the AutoProcessor to prepare the export file in one of two ways e Either it places approved and declined transactions in one file EXP e Or it places approved transactions in one file OK and declined transactions in another file BAD Then it exports both files The BAD file lets you quickly find transactions that need follow up action without searching a large EXP file for a few declined records By default the AutoProcessor is set up to split approvals from declines CreditNow AutoProcessor Page 23 Understanding AutoProcessor Terms Understanding the CreditNow AutoProcessor File directories and The AutoProcessor processes many files You can read and edit any file extensions with any text editor or word processor except for the communication files Throughout this manual it s assumed that files are being stored in the default directories under the default file extensions For information on changing the defaults see Chapter 4 The following table defines the default file extensions and directories Extension Type of File Found in This Directory BAD Export file containing declined DECLINE transacti
121. sessssrosstesessresseesresressee 49 Configuring Options sssessesseeseessesseserssressesstssressessesseesseeseesressee 52 Configuring an Import File That Isn t Typical eeeeeeeeee 59 Testing Your Conf curation iccccsyeeccecscscaceactssstcesstesdiesmstetiacss tetas 61 Switching from Demo to Live su esc anes nasnneneiavausieds 64 Chapter 5 Running the AutoProcessor As a Service 65 Establishing a Log On Account for the Service eeeeeeeeees 66 Setting Up and Changing Remote Directories 0 0 0 0 eeeeeeeeeeeee 69 CreditNow AutoProcessor Page i Table of Contents CreditNow AutoProcessor Installing as a Service soins satericcia dara tvs Radin Raven bate da Sa sees 70 Testing THE SCLVICE escerai na riian a aara aE AAE S ANNEE 72 Removing as a Service 2 lt ccvauderanteiaredunieesyaae ene sennntaneemoss 74 Chapter 6 Operating the AutoProceSSOF 01008 77 Pausing Closing and Exiting the AutoProcessor eeee 78 Understanding the Events Log ececceeccceeseceseceeseeeceeneeeeeeeeaees 80 Archiving the Processed Transactions File eceeeeseeeeereeerees 82 Viewing the Queue pcs 2 ate cedtnsae chen cancel actmanan ave dabensuneactetusiecancs 84 Usime th Queues isnan ine a Genter corse aan oak oe 86 Chapter 7 Maintaining and Troubleshooting 000 93 Maintenance COmtracl iene VErh ue Suaiacy ess testeel coders ys sata aeass 94 Troubleshooting the AutoProcessor
122. signed unassigned Option Authorization Source Code Authorized Amount Authorized Date AV Requested A oo Fn eco 6011 9796 8607 3072 11 06 Auth Code 5191 4090 3756 0100 11 05 5191 4090 3756 0100 12 05 6011 9247 6752 2219 09 05 9 Click on a radio button to identify the Delimiter used by the imported text file The default delimiter is a tab default No Check Mark 10 If necessary click on one of the choices under Options to change the Check Mark First Row Contains Field Names Assumes that the first row of text is the record of a transaction not a list of field names Assumes that the first row of text contains field names Fields Include Quotes Option Assumes that any quotes are part of the transaction record and includes them in the record sent to the processing service Assumes that any quotes around a field aren t part of the transaction and deletes the quotes 11 The AutoProcessor automatically makes the appropriate choices under ICV Style Settings However you can change them No Check Mark Check Mark EXPIRATION DATE AS YYMM Assumes that dates are in the form MMYY for example 03 02 would be March 2002 Assumes that dates are in the form YYMM for example 03 02 would be February 2003 Page 112 CreditNow AutoProcessor B ICVerify ICV Style Files Configuring Imports with Templates Option No Check Mark Check Ma
123. summaries using the AutoProcessor Viewer For more information see the CreditNow AutoProcessor Management Tools Manual To archive the processed transactions 1 Ifyou are using any management tools in this case the Viewer shut them down first If management tools are running either locally or remotely when you archive they immediately lose their connection 2 Click on File 3 Click on Archive to view Archive Activity Logs E x Archive Date 2 8 2003 x The activity log entries made before or on this date will be removed from CreditNow AutoProcessor and written to an external file This will reduce size requirements for the database but activity reports will no longer include these records These records will be archived to the following file C Program Files CreditNow _AP Archive 20030208 CNA Click OK when you are ready to continue or Cancel to cancel Cancel Page 82 CreditNow AutoProcessor Operating the AutoProcessor Archiving the Processed Transactions File If you archive more than once on the same day a new file is created with a consecutive number 20030208 CNA The AutoProcessor automatically creates a name for the archive file based on the Archive Date For example 20030208 CNA is the file name for the archive that includes transactions completed on or before 2003 in February 02 and on the 8th day 20030208_001 CNA 4 Select a cutoff date Archive Date for th
124. t 4 96 Templates ICV style 110 115 116 specific to processing service 39 41 46 Tender 43 113 Test configuration 61 63 service manager 72 73 Text files See Files Transactions delimited text file and 21 processed by AutoProcessor 18 20 processed transactions file 26 82 status 85 TransFirst ePayment Services TXT file 39 40 ZIP files and 150 checks and 149 150 fields 147 processing import file 62 processor settings 140 147 template 39 Troubleshooting checking for extra file extensions 33 configuration report 57 configuring directories 49 contacting Auric Systems International 96 contacting system administrator before running as a service 66 Page 160 CreditNow AutoProcessor deleting a file from a directory 98 duplicating file extensions 54 duplicating file names 25 explicit network routes 57 file polling 56 57 help menu 28 import file with check and credit card transactions 149 improperly formatting records transactions 18 maintaining exclusive access to files 77 maintaining TCP IP connection 7 preparing for configuration 33 35 starting the first time 13 switching from live to demo 64 testing the service 72 73 testing your configuration 61 63 U Uninstall AutoProcessor 15 remove as service 74 75 Unmasked account numbers 48 118 Upload 85 132 133 147 V Verify and repair 101 Viewer See Management tools W Warnings See Troubleshooting Windows Explorer 63 97 CreditNow Au
125. tensions 54 55 general 52 54 startup 52 53 troubleshooting 56 58 Order numbers automatic generation 53 CreditNow AutoProcessor Page 157 CreditNow AutoProcessor Index P Password ADMIN 71 entering at startup 71 service and 71 Viewer and 8 Paymentech TXT file 39 40 processor settings 134 139 template 39 Presenter ID and password 134 135 Print CreditNow AutoProcessor User Manual 3 Processing service Also see individual processing services by name Also see Processor settings automatic settlement by 22 declining transactions 63 exports and 45 fraud checking 44 113 general information 1 imports and 18 21 39 installation options and 7 operating requirements 6 terms used by 22 Processor settings 31 Card Services International 122 125 First National Merchant Solutions BAS 127 132 Paymentech 134 139 TransFirst ePayment Services 140 147 Purchase cards See Processing service Q Queue menu 28 using 84 85 R Read write privileges 49 Remote utility communication 31 37 Reports batch 55 56 configuration 57 Restore 97 Page 158 CreditNow AutoProcessor CreditNow AutoProcessor Index S Screens About CreditNow AutoProcessor 94 Basic Settings FNMS 128 Basic Settings Paymentech 122 134 Basic Settings TransFirst 141 Choose Destination Location installation 9 CNServiceManager 70 74 Configure Directories 49 50 Configure Exported Files 45 115 Configure Import 41 42 59 110 CreditNow
126. ternational CSI LinkPoint batch gateway Before you begin you need the following information from CSI e Merchant ID merchant number e Server information including the server address user ID password upload directory and download directory The AutoProcessor comes with a demo merchant ID which allows you to use the demo The live and test modes of the AutoProcessor won t run unless you enter valid information from CST the demo merchant number won t work To configure the processor settings 1 Pause the AutoProcessor 2 Click on Configure 3 Click on Processor Settings to view a screen like the following Page 122 CreditNow AutoProcessor C Processor Specific Information C 1 Card Services InternationaL LinkPoint Batch a LinkPoint mx Server Info Merchant IDs Server o User ID pO Password pO Upload Directory FO Download Directory PO Cancel 4 Click on the Server Info tab 5 Type in Server Address User ID Password Upload Directory and Download Directory information For the upload and download directories you can enter slashes to separate directories For example if CSI specifies that you should download files from the output 861111 directory enter the string output 861111 in the Download Directory edit box The AutoProcessor communicates with CSI using SFTP over the Internet SFTP is a secure encrypted communications protocol based on SSH
127. the different options first using the demo AutoProcessor You can then switch to the live version as explained later Chapter 4 Configuring and Testing the AutoProcessor The main tasks in setting up the AutoProcessor are e Configure remote utility communication Under certain circumstances only you change the default IP address and port that the AutoProcessor uses e Configure processor settings You enter the information the AutoProcessor needs to communicate with your specific processing service this information is provided by your processing service e Configure imports You tell the AutoProcessor what type of information it should expect from your external application and in what format e Configure exports You tell the AutoProcessor what type of information it should send to the external application and in what format e Configure directories You change the default directories where files are stored CreditNow AutoProcessor Page 31 Configuring and Testing the AutoProcessor e Configure options You decide whether to start the AutoProcessor in paused not processing mode whether to change the default file extensions and whether to use file polling This chapter describes how to configure the AutoProcessor then test your configuration It also explains how to switch from the demo version to the live version of the AutoProcessor Page 32 CreditNow AutoProcessor Configuring and Testin
128. to view General File Extensions Reports Troubleshooting M Use File Polling Check this box if you are having problems importing files from shared network drives Don t Use Remote Gateway as Default Gateway Check this box to use explicit network routes This may help to resolve export conflicts to shared network drives Configuration Report Click this button to display a report of configuration settings The report will also be copied to the clipboard Additional Logs Batch Log UPIDO WN JLOAD log FTP Protocol Log ftp log Exceptions Log Requires Map File exceptions log Cancel File Polling 4 Under most circumstances your computer notifies the AutoProcessor when new transactions are arriving However if that doesn t work you can tell the AutoProcessor not to wait for Page 56 CreditNow AutoProcessor Configuring and Testing the AutoProcessor Configuring Options notification but to automatically check the IMPORT directory poll for new arrivals If you re experiencing problems and want to use file polling click on the Use File Polling box to enter a check mark The default is no check mark file polling is not used Use file polling if you re experiencing problems or if you re connecting to a remote file server that requires polling such as older Linux SAMBA servers Using Explicit 5 If your import or expert files are on a remote network drive and you Network
129. toProcessor Page 161 CreditNow AutoProcessor Index Page 162 CreditNow AutoProcessor
130. tput 861111 in the FTP Download Directory edit box Click on Back up your data base as described in Backing Up and Restoring the Database on page 97 Store this backup in a secure place If you ever need to reinstall the AutoProcessor for example because of a hard drive failure the information stored in these files will let you recover your configuration Field Information Specific to FNMS Every processing service supports a different set of features data requirements response codes file layouts and so on The AutoProcessor shelters you from as many of these differences as possible while still letting you take maximum advantage of the processing service s capabilities The following field information is specific to FNMS Field Explanation Merchant Number This is the value available for import that identifies either the account or the merchant for this transaction Merchant numbers don t need to be sorted into separate batches Order Number The FNMS order number field is 25 characters long Page 132 CreditNow AutoProcessor C Processor Specific Information C 2 First National Merchant Solutions BAS Field Explanation Soft Descriptor 1 Merchant This field contains the Merchant Name and or Item Description The Name Descriptor Optional Merchant Name Descriptor field must not start with a space Visa regulations require that the company name must appears first and be followed by
131. uch the file until the import or export is completed Chapter 6 Operating the AutoProcessor You ve configured and tested the AutoProcessor and you ve arranged for an external application to send delimited text files to it Now you re ready for the AutoProcessor to automatically import submit and export files Click on Resume The AutoProcessor starts working immediately and keeps on working You may never need to touch it again However there may be a few tasks you want to perform in the future pause resume open close observe the queue status delete a file and archive log files This chapter describes those operations CreditNow AutoProcessor Page 77 Pausing Closing and Exiting the AutoProcessor Operating the AutoProcessor Pausing Closing and Exiting the AutoProcessor Pausing or Resuming the AutoProcessor The following buttons toggle only one appears at the screen at any time e Click on and the AutoProcessor stops working e Click on Resume and the AutoProcessor begins working Closing and Opening the AutoProcessor Console as an Application To close the AutoProcessor console hide the main screen from view 1 Click on File 2 Click on Close Closing the AutoProcessor console and hiding the main screen from view won t automatically pause the AutoProcessor e To stop the AutoProcessor from processing transactions you have to pause before you close The AutoProcessor stays p
132. ve a IMP extension and must be located in the IMPORT directory 2 Click on Resume to start the AutoProcessor working 3 Check the on screen log to see if it records an import For example i CreditNow AutoProcessor i lol x File Queue Configure Help Log Queue Event ks 26 Information Server Paused 2 8 2003 3 26 14PM S Information Server Paused at 2 8 2003 3 26 12 PM 2 8 2003 3 26 13 PM a Information Database Cleanup Complete 2 8 2003 3 26 06 PM Q Information File Exported Cleaning Up Database 2 8 2003 3 26 06PM_ C Information Exported 100 records in 4 94 seconds 20 26 records 2 9 2003 3 26 06 PM SE Information Exported 75 Approvals 25 Declines to C Program File PAUSED 2 8 2003 3 26 06 PM lt 3 Information Export Complete DEMO 2 8 2003 3 26 06 PM Q Information 100 Records Exported 2 8 2003 3 26 03 PM lt 3 Information Preparing samplebbd imp for Upload 2 8 2003 3 26 02 PM Q Information Queued 100 Transaction s for Processing 2 8 2003 3 25 59 PM iD Information Starting Export for Transactions Imported from C Proqq a Information Renamed samplebbd imp to samplebbd DNE 2 8 2003 3 25 59 PM a Information Imported 100 records in 5 05 seconds 19 81 records 2 8 2003 3 25 59 PM S Information Imported 100 Records from C Program Files CreditNo 2 8 2003 3 25 59 PM a Information Import Complete Starting Import of C Program Files CreditN owl APS ere ed at 2 9 2003 2 25
133. wnload any file the AutoProcessor must be paused If it is running this selection is not available 1 Ifthe AutoProcessor is running click on 2 Click on Queue Page 86 CreditNow AutoProcessor Operating the AutoProcessor Using the Queue 3 Click on Download Any File to view Download Any File xj Click Get List to get the list of files available for download from the Processor Transaction Count Note If there are Verified by Visa records in the batch the transaction count may be inaccurate Download Messages 4 Click on lists the files available for download CreditNow AutoProcessor Page 87 Using the Queue Operating the AutoProcessor Download Any File i E x Select a file and click Download to download the file from the Processor Transaction Count DEMOFILE out done 100 Note If there are Verified by Visa records in the batch the transaction count may be inaccurate Download 1 File List Fetched from Processor Messages 5 Click on the file you want then click Download to view a message like the following CreditNow AutoProcessor E x jmi Successfully Downloaded DEMOFILE out done Exported 75 Approvals to C Program Files CreditNow _AP Export DEMOFILE out done OK and 25 Declines to C Program Files CreditNow _AP Decline DEMOFILE out done BAD File Renamed to DEMOFILE old on Server 6 Click on
134. y To install to this directory click Next To install to a different directory click Browse and select another directory You can choose not to install CreditNow AutoProcessor by clicking Cancel to exit Setup Destination Directory C Program Files CreditNow _AP Browse Space Required 18936 K Space Available 60675292 K Eas The Space Required and Space Available figures let you know if you have enough space on your computer to install the AutoProcessor If you don t cancel the installation until you have enough space 5 Click on to view a screen like the following G Select Components Select the components you want to install clear the components you do not want to install Components tTo Description CreditNow CN 3000 AutoProcessor and documentation Details AutoProcessor can be run as desktop application or NT Service Space Required 18936 K Space Available 60675292 K eres 6 Do one of the following CreditNow AutoProcessor Page 9 Installing the AutoProcessor Installing the AutoProcessor e To install both the AutoProcessor and the Viewer on the same If you install just the computer go to Step 7 AutoProcessor you may want to install the Viewer e To install just the AutoProcessor click on the box next to later Vien yale teed Management Tools to remove the check mark then go to Step 7 to do that open
135. you can set is 999 999 New Value 1 Cancel 2 Type a number up to 999 999 in the New Value box 3 Click on 4 Click on CreditNow AutoProcessor Page 53 Configuring Options Configuring and Testing the AutoProcessor Display Options You may want to see the full list of available currencies when you configure processor settings Divisions tab If so 1 Click on the box next to Show All Currencies in Currency List to enter a check mark The default is no check mark and a shorter list 2 Click on Changing File Extensions You may change the file extensions that the AutoProcessor uses for Never duplicate file extensions Give each import export split approved and declined warning done error and type of file its own unique archive files extension ees 1 Click on Configure 2 Click on Options 3 Click on File Extensions to view General File Extensions Reports Troubleshooting Import File Extension Export File Extension E x ae Split File Approval Extension Split File Decline Extension B Warning File Extension x FEE m Rename Successful Import Extension Rename Error Import Extension m a Archive Extension D i Default Cancel 4 Type in anew file extension Page 54 CreditNow AutoProcessor Configuring and Testing the AutoProcessor Configuring Options The file extension must be unique

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