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1. Rossware Computing as the registered reseller and with Merchant Warehouse hereinafter MW as the gateway company For end user instruction as concerns retail use of Rossware s Virtual Terminal please see the user manual at http rossware net MiniManuals VirtualTerminalHandbook pdf Chapter 1 Adding the Virtual Terminal OCX to Your Project The VirtualTerminal ocx control may be acquired from Rossware as one of a few files contained in a zip folder obtainable at http rossware net downloads VT vt_sdk zip Like any ActiveX component by design VT should be capable of incorporation within applications written in a wide variety of programming languages and 1 environments For purposes of simplicity within this Handbook we will assume you are using VB6 If otherwise please adapt as appropriate Steps for incorporation are as follows 1 Add VirtualTerminal ocx to your c Windows System32 or other appropriately applicable folder Add any other needed Windows runtimes In particular you will need msxml3 dll which is also provided in the vt_sdk folder You will also need standard VB6 runtimes which most platforms already have installed Open or create the project in which you want to add VT From the Add Components tab find and add the previously installed instance of VirtualTerminal ocx Open or create the form in which you want the VT interface to appear From the VB6 Toolbox select the VirtualT
2. merchant to MW Since there are no major security concerns as connected to Merchant Credentials VT direct stores them i e without encryption in the platform s system registry The second section is where the user may type cardholder information for a keyed card not present transaction s Rossware s Yirtual CC Terminal er 1 0 5 m Your Company s Merchant Account Info ee On Line Handbook Execute Transaction The user may activate this section by clicking on the provided button Information as typed here is never stored anywhere It exists solely as text in the displayed textboxes meaning when removed from those boxes or when the boxes themselves are closed the data is extinguished in its entirety at least so far as any involvement by VT and or its operating platform is concerned This data s presence in on the platform is thoroughly transitory in other words and is never in any circumstance written to non volatile memory Of course if used in a transaction with MW the applicable text will be forwarded as part of the transaction and via a Secure Socket Layer connection to that entity and presumably may persist in MW systems to whatever extent MW allows The third functional area is used in conjunction with connecting to an MCR device for card swiping s Rossware s Virtual CC Terminal Yer 1 0 5 jm x m Your Company s Merchant Acc
3. note that when functionally appropriate it will supersede the area consumed by the third area is used to communicate with the user indicating such matters as when the VT is scanning for an MCR device when one is located when the setup is ready for a swipe and so on s Rossware s Virtual CC Terminal er 1 0 4 lt loj xj m Your Company s Merchant Account Info r Transaction Details Amount SitelD _ S 1 00 Key C Ticket Ref 123456 Name Edit SS This is intended as an F 5 x added charge in same gt Your Customer s CC Info use only if entering via keyboard instead of swiping J amount and for same See en ohelemenalonvemecesrat FORCE DUPLICATE egu SUP al GW IOG g TEES a Rather than a charge this is a REFUND i e I m giving money back to the j customer a wish to VOID the prior transaction On Line Handbook r Status of Swipe Device Transaction i i Execute device connected swipe at will SERAN Transaction Additionally once a successful transaction has been conducted this area displays information concerning the result Chapter 6 Under the Hood How VT Completes a Transaction This is another section that is not truly needed if your sole interest is in integrative use of VT Much as it s easy to drive a car without knowing how the engine works details here are not required reading V
4. Developer s SDK Handbook for Integration Using Rossware s Virtual Terminal ActiveX Control At Rossware Computing we first developed this control for use within several of our own products Actually and to be more precise its immediate predecessor was developed as a VB6 form and associated code which were simply incorporated as such into each of our apps as needed it The advent of required PA DSS certification spawned new thinking We realized it would be much more expedient to certify a single ActiveX component as opposed to several applications that each independently implement a particular code set For such reason we converted our already well proven form and code into an ActiveX control sometimes hereinafter abbreviated as VT Now any application that wants to use this Virtual Terminal needs only to incorporate the ActiveX control and make appropriate calls thereto VT handles all card related info conducts the desired transactions and thoroughly sequesters sensitive data within its own processes Since an incorporating application does not in itself handle or even begin to touch such data it is taken out of scope so far as PA DSS certification is concerned Any and every developer who so chooses is free to use VT and without any charge or obligation except one From the end user s perspective VT may not be implemented to work in conjunction with any merchant account except as setup under the auspices of
5. T uses MW s Merchantware 3 0 interface Under that system communication between VT and MW client and gateway is conducted using web services via an https secure socket layer ssl connection This connection encrypts the communication stream assuring impossibility of any meaningful interception 12 Merchant Credentials Saved to System Registry Included in each transaction communication packet as sent to MW Data Flow Diagram for VirtualT erminal ocx Other Transaction Details amount and ticket number Provided by calling client or by direct user interaction within the GUI Included in transaction communication packet as sent to MW 13
6. at with actual true characters replaced by asterisks much as ina typical password input interface Aside from when momentarily included in an actual transaction message via Secure Socket Layer this textbox is the only place such swiped data is ever placed by VT Just like with keyed in data this data is never stored anywhere As soon as its containing box is closed an object that s maintained purely in volatile ram the data is totally and thoroughly extinguished The fifth functional area is for specifying details about the desired transaction i e amount type etc Rossware s irtual CC Terminal Yer 1 0 5 iol x lfansaction Details VOID the prior transaction Though unrelated to security purposes nothing in this section is stored It is used solely for the duration and as needed for a particular transaction 10 The sixth functional area contains two buttons se Rossware s irtual CC Terminal er 1 0 5 B mi Iransaction Details nour ustomers Lo Into use only it entering via Keyboard mste equied 7 Supplemental lowers pro One is for opening the user handbook same as referenced on this document s first page The other will activate and turn to an operative green color when other elements in the GUI are appropriately setup for a transaction The user clicks on it of course to initiate a transaction 11 The sixth functional area
7. erminal and add it to your form Position the control as desired and size its dimensions as appropriate to accommodate its contents Write code to access the control s methods as per programming purposes and intent Details as applicable to Step 7 are what we turn to now Chapter 2 Writing Code to Access Methods VirtualTerminal ocx has just three methods as follows 1 ShowForGeneralOpen Use this method to activate the VT interface for general user interaction In other words the interface is activated in a mode where the user can run as many transactions and in whatever amount as wanted There are no arguments in the call and no information i e regarding transactions conducted comes back to the calling client This method makes the interface into the equivalent more or less of a stand alone terminal ShowForParticularXaction Use this method to activate the VT interface for a particular transaction that typically is advance specified by the calling client as to Amount and Ticket Reference The method is a Function and returns as True if the transaction is successful False if it is not It incorporates the following arguments Amnt Used by the calling client to specify the amount desired for the transaction TcktNumbr Used by the calling client to specify a string value that s used within the transaction as the merchant s identifier for the transaction typically this consists
8. l ocx It is a simple program It has no modules no classes and no user controls There is only one very basic form containing three objects the VirtualTerminal internally named VT and two command buttons There is so little code involved as to be nearly comical Following is a snapshot that shows aside from what s cutoff at the far right its entirety Private Sub cmdBttn_Click Index As Integer Select Case Index Case 0 VT ShowForGeneralOpen Case 1 Dim Amnt As Currency TcktNmbr As String rtrnAmount As Currency rtrnRefNmbr As String AllowZeroStart As Boolean CNm As String CStrtNmbr Amnt GetSetting App Title Main Test amp mount 01 TcktNmbr Format Amnt 100 0O000 lf VT ShowForParticularXaction Amnt TcktNmbr rtrnAmount rtrnRefNmbr AllowZeroStart CNm CStrtNmbr CZip CNmbr CExp CCvCd Then SaveSetting App Title Main TestAmount Amnt 0 01 MsgBox The Virtual Terminal reports having ran a transaction in the amount of amp Format rtrnAmount Currency amp Ref amp rtrnRefNmbr End If End Select End Sub Private Sub Form_QueryUnload Cancel As Integer UnloadMode As Integer VT EndOpenState End Sub Private Sub YT_ErrorfErrMsg As String MsgBox VirtualTerminal ocx reports having encountered an error as follows amp _ vbCrLf amp _ vbCrLf amp _ amp ErrMsg End Sub That s right The above is all the code as strictly required for an application that ha
9. of an InvoiceNumber rtrnAmount VT returns the amount actually transacted negative value designates a credit rtrnRefNmbr VT returns the ReferenceNumber as provided by MW on the transaction AllowZeroStart Optional Calling client should set as true if wanting VT interface to accept an initial Amnt specification of 0 CNm Optional Calling client may use this argument to specify probable name on card as potentially used for keyed entry the VT interface provides user with means of easy insertion on verification name is actually what s on card CStrtNmbr Optional Calling client may use this argument to specify the number portion of the customer s street address similar purpose to CNm above CZip Optional Calling client may use this argument to specify the zipcode of the customer s street address similar purpose to CNm and CStrtNmbr above Please note that in contrast to ShowForGeneralOpen this method makes the VT interface into a specific transaction agent In this mode the latter fulfills a request as requested by the client caller and reports back on the result EndOpenState This method like the one just described is also a Function It is used to assure VT closes as a process when it should and that it does so in a good and proper manner It returns as True when closing is complete You should write your application so that neither it nor any form that displays the VT close
10. ount Info 7 r Ifansaction Details Required Supplemental lowers processing fees On Line Handbook Execute Transaction If the device connects via USB the end user needs to check the applicable button In reaction the VT scans for and connects to the device If the device connects via serial port the end user should provide the correct CommPort number within the dropdown provided and in reaction the VT will appropriately connect The third option in this section provided by a button that contains rather small print is used to initiate a swipe with any MCR device that mimics keyboard based input Much like Merchant Credentials settings in this section are saved in the platform s system registry Though not visible as such in the illustration the fourth functional area becomes a momentary display textbox during and or immediately after a swipe s Rossware s irtual CC Terminal er 1 0 5 i Am x m Your Company s Merchant Account Info 1 r Transaction Details SitelD Key Name Edit meras prior aka CE DUPLICATE Your Customers CE Info use only if entering via keyboard mstead of swiping connect to E On Line Handbook swiper USB Sd af AJA 5 cxecuyte serial connect Execute Transaction This textbox contains actual data as swiped from the card albeit in disguised to the user form
11. rnesses all three VT methods and appropriately responds to the Error event For a person with even minimal programming skills it should be child s play to see how this code works and to fathom how one might similarly implement within his or her own application This sample program is also provided in compiled format Test_VT exe This allows you using just two files Test_V7T exe and Virtua Terminal ocx to fully run the VT interface and to experiment with functionality at least assuming your platform is otherwise appropriately runtime equipped and that you possess an appropriate MW merchant test account for testing purposes In fact with a real merchant account you could even run real live transactions using nothing more that s specific to the purpose than the two files here described Chapter 5 Description of Processes within the Virtual Terminal This section describes underlying structure and processes within the VT and is not directly needed for programming integration If your sole interest is in creating the integration this section indeed the remainder of this handbook may be skipped The VT GUI is divided into six functional areas The first provides textboxes for the user to insert his or her Merchant Credentials sc Rossware s Virtual CC Terminal er 1 0 5 Mek lransaction Details wi VOID th transaction These are the particular strings that identify and authenticate the user
12. s until this method is first called and returned as True The reason this is important is because there is typically a period of one to three seconds Sometimes more after a transaction has been initiated by the user and prior to the response being returned by Merchant Warehouse Absent the precaution as provided by this method it s possible a calling client could close itself while the Virtual Terminal is still waiting for a response from MW It s possible furthermore the response could come back indicating a successful transaction while in the meantime the application and or its applicable processes have already closed and therefore fail to register the transaction Please follow good practices and assure you do not let your calling interface close until after this call is successfully completed For programming with VirtualTerminal ocx all you must do is write the very simple code as needed to call and utilize per your own programming intent these methods Chapter 3 Error Handling The Virtual Terminal has one event that s deliberately provided and exposed It is the Error event The event will trigger when and if the Virtual Terminal encounters an error in execution For optimum programming you should place a handler in the Virtua Terminal_Error procedure Chapter 4 The VT Test Sample Program Also provided in the vt_sdk zip folder is very simple VB6 project that invokes the methods of VirtualTermina
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