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1. 7 What You Need to KNOW erit eoru Re nuni pe pna k momaa aa ne n te sa aa a ERR RIP EDE ERI RAN APDUPSAPER RR renee 7 Directory Structure of Installed Package ssssssssssssssssesseeseeeme mene memee nemen mene 7 Getting Started vsssessssanauananan un ua aa nana aa a aan anna KKKA KaKa Aaa ana AA AKKA Ka A A eee eee KK KKK KAKA KAKKA KA unen aH 8 1 Configuring Your Online Store or Online Reservation sssasasamumuuumununanunaa aa aa aa aa a a aan annan nnn 9 System to Use Transaction Manager ss smsninununun taan aa aan aa KaKa Aaa aan uuu k ausu KAKA A ananas nana n an 9 SHOP Home lite Version 2 5 nude re ae t n vatican ewan nag dues K a i yi ee FER oad eiaan elk sea MORIA dU EIER Ei Red 9 shopaohome pro Version 325 x i eret kee execu xa eene specta EA ae E DR Na VIE awed asada hie SA KUNA G diet rea 9 shopakome pro Version 4 0 iocis cedent daa Na ansaa a saa EA ta ga NAAMA SN EN NNAS A E N SAAMEN Y YER ERR EREYSR HAKA P NM GAY di 9 Rayserve amp ReZEaSY su 9 NOTES Eka amaana C aa KA eaa aina k Sie wale s TEK AN aa aa AA luja aN l Ke e ATA KTKT lai l Ta ATK ATSO laan m at 9 2 Configuring the Transaction Processing SCFIPt asamumumanunuuua aa aa aan aan aan aa Aaa anan 10 TrarisMan cgi amp TransMan plz ssa omaa as a D H eN ATA ke ERR lt EA QUA DR MN Rime UP
2. Transaction No 14760869 Figure 7 Typical email sent to merchant Notes 1 The To email address is the one entered into the configuration file of shop home pro shop home lite or Rayserve Professional 2 The Reply to email address is the one you enter into line 20 of TransMan cgi or TransMan pl 3 The URL is the one that calls the Transaction Manager login page index html NoRecords html This page is displayed when Transaction Manager cannot find the user s Transaction Table or it contains no records Success html This page is displayed in the customer s browser after a credit card transaction has been completed If you have multiple user accounts you may want to have a separate success page for each user TransPageText html This is the text that is displayed in the page that shows the user s Transaction Table The text appears above the table containing transaction data A typical page is shown below This uses the text from the default TransPageText html template http www hallisoft com Page 21 Hallisoft Integrated software solutions for the Internet Transaction Database Below is a table showing the contents of the credit card transaction database You can print records or save them to your hard disk using the buttons at the bottom of the page If you wish to delete records from the database tick the Delete checkbox next to the appropriate records then press the Update button at the
3. 25 8 Running the Make User Utility sasasansnanauana nananana aava a aan aa a ana a Ka a A A Kanaa NAK u unu 26 Testing the Encrypted File reiner rex vaasan re aa aa PETAR Veda Nada Saan sa auda ENN KAN ESATA MEN an naa fas 26 Renaming the User Account File lues an naan v n nananana aan ana na nanna nana KANAN a IR ERAN nA EXAM Kaa annan a naa na an 26 Mcr Emm 26 Adding New Users to the User Account File sess memes enemies 27 About the Encryption Method sarat janoaa eese xxi nag ssa a sed KATA NONA AR CR HAKAN ra KKT Rs UA Rad aa pax NAM 27 Errors R nning Make USEP iv don idaan de aN aN AEKA KN TANK KASV EDS N KISAN EA EEE Hat SAAKKA N KA 27 9 Testing the Installation s s s sssnsasananana naa a aa na nanna naa aa a annu nuu A AKKA AKA Aaa KINAA KUKKA Kaanaan 28 Errors Running the Installation TeSt m nirean a a aa Ripa a hades t nate NE 28 IDMCDLREIUT 29 SECUIITY Mm EE 29 USSFIM nU pM 29 Transaction Tables seeeeeieieieieiiesesuanaunanununuumum amamus asa sa sad au auaua uasa uiua uu usua A A Aaa ananas 30 User Transaction Tables 2 creme adh eate A napa estes pr E aa STA S KN P EPA RN ected 30 Main Transaction Bero EIS 30 Recovering Transaction Records issue saei mammat kenne uaa b ses saa RA REEEEAERRIESADERRRRA MAE FEARKT DA NEXRENU ERRAT 30 http www hallisoft com Page 3 Hallisoft Integrated software solutions for the I
4. Field Name Type Value UserName Hidden Name of user from User Account File Recipient Hidden Email address of the user i e the address to which notification of transaction received should be sent SuccessPage Hidden The full URL of the success page Success html The form also contains a list of credit card names and radio buttons Delete the credit card name and corresponding button for any cards that you do not accept http www hallisoft com Page 16 Hallisoft Integrated software solutions for the Internet visa C Discover C MasterCard C en Route Card Type C American Express JCB C Diner s Club C Delta C Carte Blanche C Switch Figure 4 List of Credit Card Types Do not change any other fields in this form otherwise errors will occur when the form is submitted Notes 1 If you have multiple user accounts in Transaction Manager each account will require a copy of SecureForm html or SecureForm 1 html Each copy should be customised to suit the card types and user details for each account holder 2 If you have multiple copies of the Secure Form you can allow each user to select which credit cards to use but you should configure the form ACTION Do not leave this to individual users 3 If you have multiple copies of the Secure Form you can use any naming convention for the file name 4 You should create a Secure Form for testing the installation Use test for the value of UserName and your own email address f
5. After all changes are complete use your HTML editor to copy the contents of Messages js and paste it into SecureForm html and or SecureForm 1 html overwriting the original messages The messages are located in the HEAD section of the page between the following comments MESSAGES BEGIN MESSAGES END TEE E E E ETE E E EHETE E E HETEE E EETEE E EETE EE ETETE E HERE TEE EE DO NOT MODIFY ANY CODE BELOW THIS LINE TH GHGHRSRSGSSSLESYGSSSSTSTSTSBETETSESESTSUSTE EN http www hallisoft com Page 19 Hallisoft Integrated software solutions for the Internet 5 Modifying Template Pages Transaction Manager uses a number of template pages when it responds to reguests for information or records new credit card transactions Default template pages are located in Hallisoft TransMan Templates You can use these as a basis for your own pages BadLogin html This page is displayed when either the user name or password entered by the user during login to Transaction Manager is incorrect The top section of the page contains a form You must change the form ACTION to suit your site and the name of the Transaction Processing Script that you are using The default setting is https www yourdomain com cgi bin TransMan cgi You will need to ask your ISP or systems administrator the location of the directory in which Perl scripts should be installed This is usually cgi bin If your server is Windows NT 2000 change the name of the Tra
6. over the way your site looks and how products are displayed Handles products with or without options discounts surcharges tax shipping costs shipping zones and much more Add on Modules for shop home pro tbase Builds a product catalogue and product pages dynamically from an ASCII data file that can be exported from most database or spreadsheet programs Ideal for use with large product inventories or product data that changes frequently xship Replaces shop home pro s cost based system of calculating shipping costs with a weight based system Shipping costs are calculated according to the weight carrier shipping zone and shipping options Allows up to 6 different carriers 4 shipping options 15 shipping zones and 90 package weight ranges Site Search Searches your online store for key words or phrases Search can include the product catalogue and database if the tbase module is installed Includes keyword highlighting option for pages returned by the search Rayserve Online reservation system for hotels guesthouse timeshare apartments etc and their agents Handles different room types room rates seasonal rate charges daily rate charges per person or per room charge basis surcharges discounts tax etc Include any number of options with the room Options can be charged per person per room or per stay RezEasy Online reservation system with all the features of Rayserve plus much more Minimises the amount of wor
7. Licensor grants to you a non exclusive license to use the Software and accompanying documentation Documentation in the manner described in Part 3 below under Scope of Grant for the license purchased Limited Warranty Licensor warrants that for a period of ninety 90 days from the date of acquisition the Software if operated as directed will substantially achieve the functionality described in the Documentation Licensor does not warrant however that your use of the Software will be uninterrupted or that the operation of the Software will be error free or secure Licensor also warrants that the media containing the Software if provided by Licensor is free from defects in material and workmanship and will so remain for ninety 90 days from the date you acquired the Software Licensor s sole liability for any breach of this warranty shall be in Licensor s sole discretion i toreplace your defective media or Software or ii to advise you how to achieve substantially the same functionality with the Software as described in the Documentation through a procedure different from that set forth in the Documentation or iii if the above remedies are impracticable to refund the license fee you paid for the Software Repaired corrected or replaced Software and Documentation shall be covered by this limited warranty for the period remaining under the warranty that covered the original Software or if longer for thirty 30 days after the da
8. are listed in chronological order Data stored within each record is Transaction number order number date and time of transaction card holders name card holders email address amount charged to credit card credit card type credit card number issue number Switch cards only credit card expiry date Main Transaction Log The main Transaction Log Transactions log is located in the same subdirectory as the User Account Transaction Tables This log records all transactions in chronological order It is intended as a backup in case a user accidentally deletes records in his own Transaction Table or the file becomes corrupt The Transaction Log is similar in format to merchant Transaction Tables except that each line is prefixed by the user name Part of a typical record is shown below compshop 75066292 624411011 00180615566531267 4 140814 0 000254662522641954 61 When the log file becomes large you will probably want to delete some of the records You must do this manually using a plain text editor such as Windows Notepad or Vi Remember that the latest records are at the end of the file An alternative method is to rename the file Transactions bak Transaction Manager will create a new Transactions log next time a transaction is processed Recovering Transaction Records If you need to recover records that a user has accidentally deleted open Transactions log and location each line that begins with the user name for the records
9. hallisoft com Shpro UPGshop html Directory Structure of Installed Package The default location for the Transaction Manager package on Windows 95 98 Me NT 2000 XP is C Program Files on Linux Unix and Mac the package installs into the directory in which the tar or zip file is located Directory Main Files Comments Hallisoft Hallisoft TransMan index html Login page MakeUser html Make User Utility SecureForm html Credit card data entry form SecureForm 1 html Alternative credit card data entry form SecureForm 2 html Alternative credit card data entry form SecureForm 3 html Alternative credit card data entry form Test html File used for testing the installation Hallisoft TransMan cgi bin Transaction Processing and Make User scripts Hallisoft TransMan Data Sample User Account File Users txt Hallisoft TransMan Docs Administrator and User Manuals Hallisoft TransMan Docs Images Images for HTML version of User Manual Hallisoft TransMan Help Help file Windows 95 Me 98 NT 2000 XP only Hallisoft TransMan Messages Messages html Message Writer Hallisoft TransMan Messages Bin Program file for Message Writer Hallisoft TransMan Sample Sample page showing a Transaction Table Hallisoft TransMan Templates Template for web pages and email messages BadLogin html Displayed when login is incorrect Customer txt Body of email message to customer Error html Displayed when configuration error occurs
10. home lite Version 2 5 When you create the configuration file for shop home lite 2 5 you must do the following Enter the full URL for SecureForm html in line 13 of ConfigSHL html Note 1 In ConfigSEC html enter XXX in each line In the credit card order page CreditOrderForm html enter the secure mode as sform shop home pro Version 3 5 When you create the configuration file for shop home pro 3 5 you must do the following Enter the full URL for the Secure Form in line 16 of Section 1 Notes 1 2 In Section 3 click the sform link In the credit card order page CreditOrderForm html enter the secure mode as sform shop home pro Version 4 0 When you create the configuration file for shop home pro 4 0 you must do the following Enter the full URL for Secure Form in line 19 of Section 1 Notes 1 2 In Section 3 click the TransMan link Before your site goes live remove the test setting from the credit card order page CreditOrderForm html Rayserve amp RezEasy When you create the configuration file for Rayserve Professional Standard or Agency versions you must do the following Enter the full URL for Secure Form in line 19 of Section 1 Notes 1 2 In Section 3 click the TransMan link Before your site goes live remove the test setting from the booking confirmation page Checkout html Notes 1 If you have purchased a Site License for shop home pro shop
11. home lite and want to keep the transactions for each site in a separate Transaction Table you will need a copy of the Secure Form for each site 2 The secure form is the form that accepts the customer s credit card information Configuring and naming this form is discussed in chapter 4 A typical URL using the default name for the secure form would be similar to the example below https www yourdomain com TransMan SecureForm html 3 Refer to the user manual for shop home pro shop home lite or Rayserve Professional for details on how to create a configuration file http www hallisoft com Page 9 Hallisoft Integrated software solutions for the Internet 2 Configuring the Transaction Processing Script The Transaction Processing Script is configured by entering data into a number of parameters located in the top section of the script The first part of the script is reproduced below Line numbers in grey have been added to help with this explanation they do not appear in the original file TransMan cgi amp TransMan pl TransMan cgi is for use on Unix and Linux servers TransMan pl for Windows NT 2000 servers H 1 usr bin perl 2 If Perl is not in the directory above change this line 3 4 HEHE HH HE HE HE HE HE EHH HE HEE HE HE EH HE HEE EE EE EE HE HEE HE HEE EE HE HEE 5 TransMan cgi amp MakeUser cgi are copyright Ray Halliwell E 6 They are provided as
12. if you use a secure form containing Switch or Delta cards Message03 Displayed when information is missing from the form Message04 Displayed when a credit card number has been entered but no card type has been selected Message05A and Message05B Displayed when the credit card number entered is not valid Transaction Manager will add the credit card number and card type to this message In the example below the text entered into Message Writer is shown in purple and the text added by Transaction Manager is shown in teal 4242 4242 5555 6666 is not a valid Visa card number Message06 This is displayed when the Help button is pressed Message07 The credit card form has 4 fields that already contain data passed from your online store or online reservation system card holder name amount to be debited to the card email address and order number This message is displayed if an attempt is made to change any of these fields Message08 Displayed if no validation number has been entered Only applicable if you use a secure form containing the card validation box Saving the Message File amp Checking the Results After you press the Create Message File button a new page will be displayed The actual page that is displayed will depend on the browser being used Using Internet Explorer If you are using Internet Explorer press the Save button The message file will be saved as Messages js to directory Hallisoft TransMan Message
13. in your browser URL of Secure Form https Name Email Amount Order No Figure 11 The Installation test Form Enter the full URL of the Secure Form that has been configured for the User Account test Enter a Name this can be anything you like Enter your email address Enter an amount this can be any amount including the currency symbol and currency formatting Enter an order number or booking reference if you are using Rayserve this can be anything you like 6 Pressthe Run Test button pce pP dE The Secure Form should now be displayed in your browser with the name email amount and order number that you entered in the test form Select a credit card type enter a credit card number and expiry date then press the Submit Card details button For the purposes of testing you can use the following card types and numbers Card Type Number Visa 4242 4242 4242 4242 MasterCard 5228 5228 5228 5228 Switch 1111 1111 1111 1111 You should now see the success page Success html and receive the user and customer copies of email messages If the test was successful log on to Transaction Manger by entering the full URL of index html in your browser example https www yourdomain com TransMan index html Enter the user name test and the password and press the logon button You should now see the Transaction Table for user test with the transaction that you just completed Errors Running the Ins
14. is without written or implied guarantee 7 f You must agree to the license conditions for Transaction 8 Manager before you use this script 9 This notice must not be removed from this file 10 http www hallisoft com All rights reserved May 2001 11 HERE HEH HE HE TE EEE EEE EE EE EE EEE EH EE HE HEE EEE EE EE EEE EE EE EE EEE EEE EE EE EE 12 THIS SCRIPT IS FOR USE WITH UNIX AND LINUX SERVERS 13 BEFORE CHANGING ANY OF THE VALUES BELOW READ THE MANUAL 14 15 mail prog usr bin sendmail t 16 web server www yourdomain com H 17 mail server mail yourdomain com 18 Stransman url https www mydomain com cgi bin TransMan cgi 19 page url https www mydomain com TransMan Templates 20 Sadmin email root mydomain com 21 data dir usr yourname TransMan Data 22 page dir usr yourname TransMan Templates 23 page templat TransPageText txt 24 user email Merchant txr y 25 cust email Customer txt 26 bad login pag BadLogin html e 27 Serror page Heror html 28 1ogout page Logout html 29 Supdated page UpdateDone html 30 no recs page NoBecords html 31 user data Dsers dart 32 date format DDMMYY 33 save msg In the next window click File then Save As to nsave the contents of this page to your hard ndisk 34 Sexit msg DE to exit databaser 35 delete msg Ok to update database records 36 warn msg Warning Deleted recor
15. permissions on the TransMan cgi to executable Permissions should be set to read and execute for all users When I try to post a transaction or log on to Transaction Manager I get a cannot open or cannot create message One or more of your template files are missing Or the User Account File Users dat is missing http www hallisoft com Page 32 Hallisoft Integrated software solutions for the Internet Or you do not have read write permission for the directories specified in lines 21 amp 22 of TransMan cgi or TransMan pl Or the path in lines 21 to 22 of TransMan cgi or TransMan pl is incorrect Remember that file and path names are case sensitive and that you must use the full path name not a URL Or if all the above are correct try setting permissions on the directory specified in line 21 of TransMan cgi or TransMan pl to read write execute for all users Some servers reguire this setting When I try to post a transaction or log on to Transaction Manager I get an internal configuration error There is an error somewhere in lines 15 to 52 of TransMan cgi or TransMan pl Check that you have not accidentally added or deleted any double guotes or deleted the semicolon from the end of each line If you have Perl on your local PC change to the directory in which TransMan cgi or TransMan pl is located type the following at the command prompt or in the MS DOS window perl cw TransMan cgi or perl cw TransM
16. requests for help from individual user account holders It is your responsibility to provide help facilities for individual users of Transaction Manager on your secure server http www hallisoft com Page 6 Hallisoft Integrated software solutions for the Internet Using Transaction Manager What You Need You will need a secure web server i e one that is running SSL encryption Each user account accessing Transaction Manager should be running shop home pro version 3 5 or later shopGhome lite version 2 5 or Rayserve version 3 0 or later What You Need to Know User accounts are created using the Make User utility and Transaction Manager is configured by entering values into a set of parameters within the Transaction Processing Script Therefore you do not need to know any programming language However you will need to create a number of web pages so you should be familiar with HTML and using either a text or WYSIWYG editor Template pages are provided with this module These you can use as a basis for your own pages Please note that setup administration and maintenance of your secure server is outside the scope of this manual It is assumed that either yourself or someone in your organisation can accomplish these tasks Hallisoft offer a setup and configuration service for Transaction Manager and our other products This service is available for a small fee Please visit our web site for further details http www
17. scripts should be installed This is usually cgi bin On some servers you may need to include the full URL of the script Example https www yourdomain com cgi bin MakeUser cgi If your server is Windows NT 2000 change the name of the Make User Script to MakeUser pl 3b Configuring the Make User Script The Make User Script is configured by entering data into a number of parameters located in the top section of the script The first part of the script is reproduced below Line numbers in grey have been added to help with this explanation they do not appear in the original file MakeUser cgi amp MakeUser pl MakeUser cgi is for use on Unix and Linux servers MakeUser pl for Windows NT 2000 servers 1 usr bin perl 2 If Perl is not in the directory above change this line 3 4 HERE HEH HE HH HHH EEE EE EE EE EE EEE EE EE FE FE HE HE EE EE EE EE EE EE EEE EE HEH E E E E E H 5 TransMan cgi amp MakeUser cgi are copyright Ray Halliwell E 6 f They are provided as is without written or implied guarantee i 7 You must agree to the license conditions for Transaction 8 Manager before you use this script 9 This notice must not be removed from this file 10 http www hallisoft com All rights reserved May 2001 11 HEHEHE FE TE FE HH TE FE TE HEE HE HE FE HE EE HE HEE HH FE HE FE EEE HE HEE EEE HE EEE EE HEE HEH E E E 12 THIS SCRIPT IS FOR USE WITH UNIX AND LINUX SER
18. this key 4 If you want to test the encrypted file after running Make User check the Yes radio button 5 Press Continue Password Key Run test after creating file Yes No Figure 9 The Make User Utility Testing the Encrypted File If you checked the Yes radio in the previous section the test page will appear after Make User has run User Name Password Testanother ves No Continue Reset Figure 10 Running the Test Enter a user name and password and check the Yes radio button if you want to continue testing then press the Continue button When you have tested the last user name check the No radio button to terminate the test session Renaming the User Account File After you have encrypted and tested the User Account file change its name to Users dat and set permissions on the file as shown below you can do this from your FTP program Owner Group Users Notes 1 On some servers Users may be referred to as Everyone or Other 2 Key to permissions is as follows R Read W Write X Execute 3 In the examples above the default directory and page names have been used If you need assistance in changing file and directory access permissions ask your ISP or system administrator http www hallisoft com Page 26 Hallisoft Integrated software solutions for the Internet Adding New Users to the User Account File If you want
19. 01 Cannot accept a card with expiry date of Message02 Enter Switch Delta card issue number Message03 Missing data cannot continue You must enter card type card number and expiry date Message04 Please enter a credit card type Message05A Is not a valid Message05 card number http www hallisoft com Page 17 Hallisoft Integrated software solutions for the Internet Message06 Your name email address and the amount that will be charged to your card are show at the top of the form Enter your card type card number and expiry date If you are paying by Switch card also enter the issue number Click the Submit Card details button to process the transaction Our server will confirm the transaction status Message07 The data in this field is taken from the checkout page It is included here for reference only and cannot be changed Message08 Please enter a card validation number Figure 5 Message Writer Each Message Explained Message01 Displayed when the credit card expiry date is earlier than the current date Transaction Manager will and the expiry date entered by the customer to the end of this message In the example below the text entered into Message Writer is shown in purple and the text added by Transaction Manager is shown in teal Cannot accept a card with expiry date of 01 2001 Message02 Displayed when Switch or Delta has been selected as the card type but no issue number has been selected Only applicable
20. Administrator Manual poor saman TS rera Version 4 5 http www hallisoft com Hallisoft Integrated software solutions for the Internet Table of Contents Table of Figures ssssisi minun anna aa a a aa nana KK KKKA a a4 ARA RARARARARARRSRRRRRRSRSRSRSRIRSRR4S uu uua dass uuu daga nan 4 Transaction Manager Module s ssminina nananana aa a a aan aaa a a K KK aKA asunananasauauau aka u nuu u suada sese uasa u aun nan 5 dria cg na 5 HOW Does It WORK siiis esca saama eap e EDU NI Maja k en ER ET wah padr St KES ni Eb LapM AA a k et RUNDUA AGUA 5 The credit card transaction process cceceee eee eee eee eee nee 5 The d ta retrieval process eiie eee hdd etie Re Kajana ka aa Dada skala nur Hiv Kx Pw RA EE RE 5 Features C 5 Eli ia aa a a Aa EEE aO A AAA OE EAS Aa A EA Aa ENa 5 Special Reqi irerments 2 sire iunn pen a T E AE ia Re A A 5 Warranty Sc kiability masss saaste sa onnaa E EEA a AA uta EO aa E EE N 5 pdat6S i ean e e a E E E R a a a E M O A a A E MA 6 Bere cm ASAN 6 ferzuselsz 6 Using Transaction Manager s ssssssisininina a ua nana a aa aa ana sas uuauauuuuasasasa sau 444a KAKA aa uuu un uan 7 What CTI O
21. EH m n 10 Each Configuration Setting Explained oooossssssssskekkk eee eee eee naakka aan nemen emen menn 11 MD isamaa eaa amma na Vaan eaa aa v n a sa Taka kai n k Kaa cance jaa a j l Kan KAN n Aja A ai AA aadualetecdt 13 Special Char cteFS m c E 13 Editing the Script eisien inann a tediganel MAAN DAT a TANS OIA daan KA eceweanee ous 13 3a Configuring the Make User Utility ssassssanauauuna nananana a a a aa ana aa a aa aan IAN KKK unn 14 3b Configuring the Make User SCFIPft sssssasasasanuna nana n an aa aa a a aa aa aa KaKa KAKA Aaa naa uaa ui uua n n 14 MakeUser cgi amp MakeUSerpls uma s saumaa varojaan rene mn naa EE MECERA ERR dd EEATU EE RKRE NA ERE NEN ETETEA Minin 14 Each Configuration Setting Explained oooosossusssskik akan n kankaan ankan kanaa naan kankaan naa menn 14 NOLES cT E 15 4 Modifying the Logon Page and Credit Card Data Entry sososisiniuuua nananana nua aa a na a aa a anna nn nn nn 16 FOUIm iuri eeecucsa suns asda j ERRERRR aaia anara Naida ausan eee Tre cLereeceCrer ee CLETECET ETC CECCLT TPE CCC PREECE CECT EC eree 16 LOGON PAGE e eU IT 16 SECURE FORM eU 16 SecursForm html ee dici de Kina na Kina SKIN Nk a mad nE aj n ERR iS S a DENS eV Ka Ru vesa av 16 http www hallisoft com Page 2 Hallisoft Integrated software solutions for the Internet NOESTE isses osia IEN a atic KESTNTATT nura ria Rua ka NTS AO eIK Nea aN a UT 222 PADO LUPO hula
22. Logout html Displayed after logout from Transaction Manager Merchant txt Body of email message to users NoRecords html Displayed if Transaction Table not found Success html Displayed when credit card transaction completed TransPageText txt Text for page displaying Transaction Table UpdateDone html Displayed after Transaction Table is updated Figure 1 Directory structure of installed package http www hallisoft com Page 7 Hallisoft Integrated software solutions for the Internet Getting Started Before you can use Transaction Manager you need to do the following 107 005 SO Urs aN X Configure your online store or online reservation system to use Transaction Manager Configure the Transaction Processing Script Configure the Make User Utility and the Make User Script Modify the logon page and credit card data entry form Modify the template pages to suit your site Create a User Account File Install Transaction Manager on your secure server Run the Make User Utility Test the installation Go live http www hallisoft com Page 8 Hallisoft Integrated software solutions for the Internet 1 Configuring Your Online Store or Online Reservation System to Use Transaction Manager In order to use Transaction Manager you must configure the secure mode that your online store or online reservation system uses How you do this will depend on the program version you are using shop
23. Perl scripts should be installed This is usually cgi bin On some servers you may need to include the full URL of the script Example https www yourdomain com cgi bin Note you do not need to include the name of the Make User Script Notes This line is only required for Unix and Linux servers It is omitted from the Windows NT 2000 script TransMan pl http www hallisoft com Page 15 Hallisoft Integrated software solutions for the Internet 4 Modifying the Logon Page and Credit Card Data Entry Form Logon Page Th logon page index html is the one that is called when users wish to view or manage their Transaction Table It is located in directory Hallisoft TransMan The top section of the page contains a form You must change the form ACTION to suit your site and the name of the Transaction Processing Script that you are using The default setting is https www yourdomain com cgi bin TransMan cgi You will need to ask your ISP or systems administrator the location of the directory in which Perl scripts should be installed This is usually cgi bin If your server is Windows NT 2000 change the name of the Transaction Processing Script to TransMan pl The form also contains an onSubmit attribute The second part of this attribute contains a message that is displayed if the user fails to enter either a user name or password If your site is not in English you can change this message Make sure t
24. Save As you would write this as V Save AsV Note In this manual the default message is shown on two lines This is simply to make it fit on the page In the Perl script you must put this message on one line Line 34 The message that you want displayed when the user clicks the Exit button at the bottom of the Transaction Table display page Line 35 The message that you want displayed when the user clicks the Update button at the bottom of the Transaction Table display page Line 36 The message that you want shown at the bottom of the page that displays the Transaction Table If you do not want this message to appear enter a blank space e g Line 37 The title you want to appear at the top of the page that displays the users Transaction Table Line 38 The title you want to appear at the top of the user s Transaction Table display The user s name will be added to the end of this line Line 39 The heading for the first column in the user s Transaction Table display Line 40 The heading for the second column in the user s Transaction Table display Line 41 The heading for the third column in the user s Transaction Table display http www hallisoft com Page 12 Hallisoft Integrated software solutions for the Internet Line 42 The heading for the fourth column in the user s Transaction Table display Line 43 The heading for the fifth column in the user s Transaction Table display Line 44 The heading for the sixth c
25. VERS 13 BEFORE USING THIS SCRIPT READ THE ADMINISTRATOR MANUAL 14 15 Spassword DXzb5Rt9 16 Sdata_dir usr yourname TransMan Data 17 Sbase href https www yourdomain com 18 ogi dir fogi bin Figure 3 Make User Script Take care that you only modify data shown in blue In particular do not add or delete any double quotes or delete the semicolon from the end of each line A detailed description of each entry is given in the next section Each Configuration Setting Explained Line 1 This line tells the script where to find the Perl executable files The location varies depending on the setup of the server so you need to check with your system administrator Line 15 A password that is required before you can logon to Make User Change the default password http www hallisoft com Page 14 Hallisoft Integrated software solutions for the Internet Line 16 The subdirectory in which the User Account File is located Do not forget to include the trailing forward slash This is the full path on your server and not a URL The entry will be the same as that used in line 22 of the Transaction Processing Script Line 17 The URL of the directory on your web server that contains MakeUser html do not include a trailing slash or the HTML page name Line 18 The directory in which the Make User Script is located You will need to ask your ISP or systems administrator the location of the directory in which
26. a anarea EDITAE A ATA anata nsa RE alls 17 SecureForm 1 html to SecureForm 3 html cccc ccc onnaa ankan esses assa nnn 17 Changing Default Messages in SecureForm html and SecureForm 1 html sess 17 Message Writer Input FOMIN ssaaa ssa satsaa vier ree enr m n Naa n n km n n nt RETE T N Sa RR RENI KAA eet nn 17 Each Message Explained ierit denaro aa jana NNN enaa soe aiat a HANA NNN du an E EX SX AP iR dad 18 Saving the Message File amp Checking the Results sssssssssseeeenneenee 18 Using Internet Explorer i inerte taas rer Lia ete pa hne DER T y Anau na naamaa IRR AT UR ER UA DX sR Na mAn els 18 Using Other BrowSers iicet ee derent epe Pasce pax eu ER RAT ber K e h ti ye kei EaANy ERN A EE Era Eu 18 CHECKING the Results uix error ede omen enar rR Ue Pen sheen dU EERE A EOAR E RE 19 Adding the Messages to the Credit Card Form c ceceeeeeee eee ee esses estes eee eats nene 19 5 Modifying Template Pages cccccceeeeeeeeeeeeeeeeeeeeeeeaeeeaueueeaeaeasaeeeeeeeeaeaeaueuaeaeaeaeeeueeeeeeeeaeaueeauaeanaaes 20 Badbogin htr il zoe Ee a team E EE EAM rev ata Aa E aA EE nade A MENS EA 20 CUSTOMER XC 20 NOEGS amma m saatas E E E E Ka eta N Njet a AT alginate e RCRUM Fw A VARIA TA ER 20 qwe igna dace ascites dak Kt EET HA A TEN Gs eda a gd un T na Kalsa alen dd esata ne adnate an K ab aided yaad aja da nina 21 LOGOUE Rtrnlsssvsaaataasas
27. ample TransMan Data Saved Move all merchant Transaction Tables dat files and the Transaction Log file Transactions log to the new directory created in 4 Change the encryption key in line 52 of TransMan cgi or TransMan pl Open TransMan old cgi or TransMan old pl and change line 21 to the directory into which you moved the existing Transaction Tables and log Example TransMan Data Saved Change line 26 to read BadLogin old html The encryption key has now been changed and any future transactions will be encrypted using the new key Transaction Manager will automatically create new user Transaction Tables and a Transaction Log as new transaction are recorded Transaction records can be accessed exactly as before Step 2 Creating Access to Old Records In order to access transaction records created before the encryption key was changed proceed as follows 1 Make a copy of index html and call it index old html Make a copy of BadLogin html and call it BadLogin old html Change the form ACTION in index old html and BadLogin old html so that it calls TransMan old cgi or TransMan old pl Example https www mydomain com cgi bin TransMan old cgi Users can now log on to Transaction Manager and retrieve transaction data as follows Retrieve transactions processed after you changed the encryption key https www yourdomain com TransMan index html Retrieve transactions processed before you changed the encrypti
28. an pl This should tell you on which line the error occurs When a user tries to logon to Transaction Manager the bad login page is always displayed even though the user name and password are correct You have not run the Make User utility on your Users txt file Or you have run the Make User utility on a different PC to that on which Transaction Manager is located Different versions of Perl may not give the same results Or the order in which data was entered into your Users txt file was not correct The user and customer emails are not being sent when a new transaction is recorded even though I don t get any error message from Transaction Manager If your server is Unix or Linux you have probably deleted the t form the end of line 15 in TransMan cgi When a customer completes a transaction it is recorded in the Transaction Table and the email messages are sent but the browser displays 404 page not found message The VALUE of the hidden field SuccessPage in SecureForm html is not correct This should be the full URL for the page Example https www mydomain com TransMan Success html Check the URL by typing it into your browser to see if the page is displayed http www hallisoft com Page 33 Hallisoft Integrated software solutions for the Internet Other Hallisoft Products shop home pro Complete shopping cart solution designed to integrate into a new or existing web site Allows full control
29. bottom of the page Credit Card Transactions for My Company Name Trans Ord No Customer Card Holder Details Amount Card Type Card No Validation No 2 Start End 81279348 05 02 2000 Customer Name 1 999 99 MasterCard 5228 5228 5228 5228 06 2002 SHP00123456 08 12 37 Card HolderName 1 3456 06 2005 customer hisdomain co uk 24871390 05 02 2000 Customer Name 2 126 50 Visa 4242 4242 42424242 10 2002 SHP001 23457 12 4530 Card Holder Name 2 6789 10 2005 customer2 hisdomain co uk 15047809 05 02 2000 Customer Name 3 99 99 Switch 11111111 1111 1111 2 09 2000 SHP00123458 14 20 09 Card Holder Name 3 09 2003 customer3 hisdomain co uk Figure 8 Typical Transaction Table UpdateDone html This page is displayed after Transaction Manager has updated the user s Transaction Table http www hallisoft com Page 22 Hallisoft Integrated software solutions for the Internet 6 Creating a User Account File Each online store or online reservation system that uses Transaction Manager must have a user account User account information is held in the User Account File Users dat This file is created by the Make User utility Before you can run Make User you must first create a plain text file called User txt which holds user account information Creating Users txt This is a plain text file with the data for each user shown on a separate line Each line contains three pieces of data sepa
30. customer completes The credit card details are entered into the appropriate Transaction Table The data retrieval process The user account holder logs on to Transaction Manager using his her user name and password Details of the Transaction Table are displayed in the user s browser User can print save or delete records e User processes transaction with the credit card company in the same way as any other credit card transaction Features A brief description of the modules main features is show below Fully integrated with shop home pro shop home lite Rayserve and RezEasy Unlimited number of user accounts Password protected logon to each users Transaction Table Allows user to securely view transactions and maintain Transaction Table over the Internet Only encrypted transaction data stored on server Only encrypted passwords stored on server Password file uses one way encryption therefore no key is reguired thus increasing security Creates backup log file that can be used by the Transaction Manager administrator to restore deleted transactions to a user s Transaction Table e Can be administered over the Internet using a web browser e Licenses Licenses for Transaction Manager are available in two versions Single Site and Multi Site Developer Full terms and condition of each license are detailed at the end of this manual Special Reguirements If you have any special reguirements that are not pa
31. ds cannot be recovered later 37 page title Transaction Database 38 Stitle Credit Card Transactions fort 39 col 1 Trans Ord No 40 col 2 Date Time 41 col 3 Customer Card Holder Details 42 col 4 Amount 43 5eol 5 Card Type 44 col 6 Card No Validation No 45 col 7 Issue 46 col 8 Start Stop http www hallisoft com Page 10 Hallisoft Integrated software solutions for the Internet 47 col 9 Thieles 48 Sprint btn Print 49 Ssave_btn Save 50 Supdate btn Update 51 Sexit btn Exit 52 trans num Transaction Noe 53 Sorder num Order No 7 54 my key XxK26FczQiO9t Figure 2 Transaction Processing Script Take care that you only modify data shown in blue In particular do not add or delete any double quotes or delete the semicolon from the end of each line A detailed description of each entry is given in the next section Each Configuration Setting Explained Line 1 This line tells the script where to find the Perl executable files The location varies depending on the setup of the server so you need to check with your system administrator Line 15 This line tells Perl the name and location of the sendmail program and any command line switches to use The location varies from server to server so you need to check with your ISP or system administrator Do not delete the t from the end of this line Line 16 The name of your web se
32. ers 3 Transaction Manager regards user names and passwords as case sensitive http www hallisoft com Page 23 Hallisoft Integrated software solutions for the Internet 7 Installing Transaction Manager on Your Secure Server FTP into your secure server From the directory in which your web pages are located create a subdirectory called TransMan Change to the TransMan subdirectory and create two new subdirectories Data and Templates Upload index html SecureForm html and or SecureForm 1 html MakeUser html to subdirectory TransMan Upload all template files to subdirectory TransMan Templates Upload Users txt to subdirectory TransMan Data 7 Upload TransMan cgi or TransMan pl for Windows NT 2000 servers into the directory on your server that is used for Perl scripts this is usually called cgi bin 8 Upload MakeUser cgi or MakeUser pl for Windows NT 2000 servers into the directory on your server that is used for Perl scripts this is usually called cgi bin Note If your FTP program warns you that there are bare line feeds in some of the files you can ignore this warning BODIE OD Warning When you upload files with the following extensions make sure that these are uploaded as ASCII files and not binary files js cgi pl File Permissions TransMan cgi amp MakeUser cgi If your web server runs Unix or Linux you must set permissions on the transaction processing script TransMan cgi and the ma
33. hat you only change the part shown in blue in the example below and do not delete any single or double quotes return validateAndSubmit document forms 0 You must enter both User Name and Password Secure Form This is the page that is displayed after your online store or online reservation system connects to the secure server and Transaction Manager Directory Hallisoft TransMan contains two credit card data entry form SecureForm html and SecureForm 1 html When the customer is transferred to the secure server and the secure form is displayed the first four fields Name Email Amount and Order No will be completed by Transaction Manager using information passed from shop home or Rayserve SecureForm html Use this page if you do not accept Switch or Delta cards The page contains a form with fields into which the customer enters credit card data You must change the form ACTION to suit your site and the name of the Transaction Processing Script that you are using The default setting is https www yourdomain com cgi bin TransMan cgi You will need to ask your ISP or systems administrator the location of the directory in which Perl scripts should be installed This is usually cgi bin If your server is Windows NT 2000 change the name of the Transaction Processing Script to TransMan pl The form contains three hidden fields called UserName Recipient and SuccessPage Change the value of these fields as shown below
34. heory tort contract or otherwise shall licensor or its suppliers or resellers be liable to you or any other person for any indirect special incidental or conseguential damages of any character including without limitation damages for loss of goodwill work stoppage computer failure or malfunction or any and all other commercial damages or losses In no event will licensor be liable for any damages in excess of the amount licensor received from you for a license to the software even if licensor shall have been informed of the possibility of such damages or for any claim by any third party This limitation of liability shall not apply to liability for death or personal injury resulting from licensor s negligence to the extent applicable law prohibits such limitation Some jurisdictions do not allow the exclusion or limitation of incidental or conseguential damages so this exclusion and limitation may not apply to you Miscellaneous This Agreement represents the complete agreement concerning the license granted hereunder and may be amended only by a writing executed by both parties THE ACCEPTANCE OF ANY PURCHASE ORDER PLACED BY YOU IS EXPRESSLY MADE CONDITIONAL ON YOUR ASSENT TO THE TERMS SET FORTH HEREIN AND NOT THOSE IN YOUR PURCHASE ORDER If any provision of this Agreement is held to be unenforceable such provision shall be reformed only to the extent necessary to make it enforceable This Agreement shall be governed by Untied Kingdom law e
35. her individuals to use the Software except under the terms listed above ii Permit concurrent use of the Software where only a Single Site License has been purchased iii Permit concurrent use of the Software on multiple web sites where only a Single Site License has been purchased iv Permit use of the Software on a web site that has not been created by the purchaser of a Multi Site Developer License v Permit use of the Software by the employees of the purchaser of a Multi Site Developer License where these employees are engaged in work paid or otherwise that is not part of the license purchasers business vi Modify translate reverse engineer decompile disassemble adapt or create derivative works based on the Software vii Copy the Software other than as specified above viii Rent lease grant a security interest in or otherwise transfer rights to the Software or ix Remove any proprietary notices or labels on the Software Title Title ownership rights and intellectual property rights in the Software shall remain with the Licensor The Software is protected by copyright and other intellectual property laws and by international treaties Termination This Agreement and the license granted hereunder will terminate automatically if you fail to comply with the limitations described herein Upon termination you must destroy all copies of the Software and Documentation Limitation of liability Under no circumstances and under no legal t
36. ions EE 34 GIOSSALY AAA eee 35 Software End User License Agreement monta manner eseceneeceeeeseaenenteaedeuseeeaeeaeeteaseeeaesseaeasesesenenaesnaeness 36 Transaction Manager Module iscritta eta du suse psa K AN EN SITAN resa duo E SERENA SU MAA DTP SAAN AES NN ADU PERRA GG RR 36 lec cH 38 gle n irid picq naann 38 Table of Figures Figure 1 Directory structure of installed package sssssssssesee eee eeeeemeenenennnrrnnnn nnns 7 Figure 2 Transaction Processing Script em nennnennnnn nnn nnns nnns nnns nnns nes nn nnns nsns 11 Figure 3 Make User Script i eet ke heeded ate ede Mt ay Rd ad eens 14 Figure 4 List of Credit Card TyD6s deteriore te ex bees ede E RE DRE ER RUE ya EXER BER ELA RR EIER EROR UE A ud LEE AAAA 17 Fi g re 6 Message Writehia sticks 18 Figure 7 Typical email sent to customlet cecinisse ree RAE XE Ee ERE ERR AEn e YE AERE ARR ot e E RENE AERE EKMAN edad 20 Fig re 8 Typical email sent to merchaht eere ra re e a e ed RR a uda ts 21 Figure 9 Typical Transaction Table retra e x RR aE EAA ERAS ENNRIK RU SAK Sex de RN RR ANNEN de TRA a cenesents 22 Figure 10 The Make User Utility i eec veni vaike ie vendsss kalakasa Node x ERE A Re MENOR XE RR Rua Xe Ran ea ten YN NR ege FRA raus 26 Figure 11 Ru
37. k you have to do in creating your site by using a set of templates to automatically generate all the web pages you need RezEasy is one of the most sophisticated booking engines on the Internet More Information You can find out more about these products and add on modules download evaluation versions of software or fact sheets from our web site http www hallisoft com http www hallisoft com Page 34 Hallisoft Integrated software solutions for the Internet Glossary Account Holder Hidden Field Online Reservation System Online Store Secure Server Transaction Database Transaction Processing Script Transaction Table User User Account File An individual or company with a user name and password that allows that user to log on to Transaction Manager and retrieve their transaction records A item on a form that is not visible when the page is displayed Data cannot be entered into this type of field A program that allows users of the Internet to book rooms using a web browser A web site created using e commerce software such as shop home pro that allows the purchase of goods or services over the Internet A web server using SSL Secure Socket Layer encryption to display web pages The ASCII database that is used to store credit card transaction data The database is encrypted for security A Perl script that is used to encrypt and record transaction data on the secure server then decry
38. ke user script MakeUser cgi to executable You should be able to do this from your FTP program either by highlighting the file then entering the Unix command chmod 0755 or by right clicking on the file name and setting the attributes These attributes should be read write and execute for the owner read and execute for the group and all other users Help Installing Your Site Your systems administrator or ISP should be able to help if you have problems with the installation of your web site Installation Service If you are having problems configuring or installing the reservation processing script and the email script you can use our installation service for which we charge a small fee We will need FTP access to your server in order to provide this service Contact our help desk for more information http www hallisoft com Helpdesk html Directory Read Write Access You will need to set access rights on the directories that you create This can usually be done using your FTP program Access restriction should be as follows File and Directory Access Requirements osk eae Access Rights m Access Rights Owner Group Owner Group Users cgi bin lt gt eee ee TransMan Rw R R NNN NN mm t gt ee NEN SecueFormhtm J http www hallisoft com Page 24 Hallisoft Integrated software solutions for the Internet File and Directory Access Reguirements continued Mame H rers d Ow
39. ner Group BadLogin html BadLogin html IR R R Customer txt Error html R R R IR R JR Logout html R R R Merchant txt R R R NoRecords html R R R TransPageText txt R R R UpdateDone html R R R 1 On some servers Users may be referred to as Everyone or Other 2 Key to permissions is as follows R Read W Write X Execute 3 In the examples above the default directory and page names have been used 4 After running the Make User utility you must rename Users txt and change permissions This is described in detail in the next chapter If you need assistance in changing file and directory access permissions ask your ISP or system administrator http www hallisoft com Page 25 Hallisoft Integrated software solutions for the Internet 8 Running the Make User Utility The Make User utility is used to encrypt the passwords in Users txt the file your created in chapter 6 Run the Make User utility as follows 1 Open your web browser and enter the URL for the Make User utility Example https www yourdomain com TransMan MakeUser html 2 Enter the password This is the password that you entered into line 15 of the Make User Script see chapter 3b 3 Enter an encryption key This key can be any combination of keyboard characters and numbers The key should be at least 6 characters long You do not need to remember
40. nning the Test eene nennen nnne aa aa aa aa KaKa aa KaKa Kaa AKA EN Ea EEE EEA Kaa sese sese senes 26 Figure 12 The Installation test Form ccccccccccccecceeceeececeeeeeeeeeeeeeeeeeeeecececeeececeeeeeeeeeeeeecececeeeeeeeeeeeeeseneeeeeeseeeeeees 28 http www hallisoft com Page 4 Hallisoft Integrated software solutions for the Internet Transaction Manager Module What Is It Transaction Manager is a module that is designed to work with shop home pro version 3 5 or later shopGhome lite version 2 5 Rayserve version 3 0 or later and RezEasy version 4 It accepts the customer s credit card details and stores this information in an ASCII database that is located on your secure server This database can be accessed over the Internet using a web browser so that credit card transaction details can be retrieved for processing Transaction Manager allows you to set up different user accounts so you can have a number of online stores and or online reservation systems all using the same module Transactions for each account are placed in a separate Transaction Table within the database Users only have access to their own Transaction Table How Does It Work The credit card transaction process shop home pro shop home lite Rayserve or RezEasy send the total amount to be charged to the card and customer details to the Transaction Manager module Transaction Manager then displays a credit card input form which the
41. nsaction Processing Script to TransMan pl The form also contains an onSubmit attribute The second part of this attribute contains a message that is displayed if the user fails to enter either a user name or password If your site is not in English you can change this message Make sure that you only change the part shown in blue in the example below and do not delete any single or double quotes return validateAndSubmit document forms 0 You must enter both User Name and Password You should also change the email address in the mailto link that appears under the login table mailto root mydomain com Customer txt This is the text of an email message that is sent to the customer after Transaction Manager has recorded a new credit card transaction A typical email is show below with the text from Customer txt shown in green text generated by Transaction Manager in brown and text entered into the configuration of TransMan cgi or TransMan pl shown in blue To customer his_email com Reply to merchant his_email com Subject Transaction No 14760869 Dear Customer Your credit card details were successfully received by our secure server If you have any queries regarding your order or the credit card transaction please email us quoting the order number and transaction number shown below Order No SHP00123456 Transaction No 14760869 Figure 6 Typical email sent to customer Notes 1 The To email address is the one
42. nternet jeje EPUM UBL ILI I NAT ajaa a 30 Changing the Encryption Key s sssssssasasaka nananana nananana na aa aa a naa Aaa Ka Aaa IAIN INAN uiua Kaanaan 31 Step 1 Changing the Key oen reae dg eh rne a E A EMEND EUREN RHRR ZAR RENTE RERUM 31 Step 2 Creating Access to Old Records osata masa a na ny SAARA Nna Saa aa na daa RR aX SERERE RERRR FARA RR a Kr Ragga ke 31 Trouble Shooting Guide as sasaananana nananana ana a a aa a aan a aa KaKa a Aa aan KAKKUA KA A AKAA annan 32 Error Messages and Their Causes uussainsaantaanaaan nn ana na nuntia hk eR ana naan naan naan a nananana nanna Kanan aan an 32 Errors Originating from MakeUser cgi or MakeUSer pl cceceeeee eect aan ana akkaa mme 32 Errors Testing the Inst ll tiOm assa ossaa ces va masa nennen ro hne Sea Aaa ne Kaan KA AKE a ana Kajana EXTR KAA es 32 Errors Originating from TransMan cgi or TranSMaN pl eceee eee e eee eee eee eee eee mne 32 Other Hallisoft Products cccceceeeeeeeeeeeeeeeeeeeeeeeeeeueuaeacaeaeeeeeaseseeeeeaeeeeuauaeasaeaseeeseeeeeeeeeeeeueeeeaeageanaes 34 SHOP NOME PKO mem hem a E a a a a a a E a 34 Add on Modules for ShROP HOME pro eee ece eee n kanaa a naan eme a nananana aan annan aa annan a aan ener 34 TBA S Omasana enaa LEUTE 34 Cini me 34 SiteSearch ue T 34 RAYSEIVO ma masaa asta aaa as NIKE LAKE RUTRUM DUK NE TERI EU DUREE A daca nial DUREE EY QUII iR TIU KS aja ERES EVA RR Qu 34 Dirige 34 More Informat
43. olumn in the user s Transaction Table display Line 45 The heading for the seventh column in the user s Transaction Table display Line 46 The heading for the eighth column in the user s Transaction Table display Line 47 The heading for the ninth column in the user s Transaction Table display Line 48 The text you want to appear on the button that prints the user s Transaction Table Line 49 The text you want to appear on the button that saves the user s Transaction Table Line 50 The text you want to appear on the button that updates the user s Transaction Table Line 51 The text you want to appear on the button that exits the user s Transaction Table Line 52 The text you want to appear in the email messages sent by Transaction Manager A unigue transaction number will be appended to this text Line 53 The text you want to appear in the email messages sent by Transaction Manager The shop home order number or Rayserve booking reference will be appended to this text Line 54 A key that will be used to encrypt decrypt the data in the Transaction Tables and Transaction Log Do not use dictionary words or anything obvious and do not leave the key unchanged Ideally the key should be a mixture of upper case letters lower case letters and numbers Key length should be at least 10 characters Notes 4 This line is only reguired for Unix and Linux servers It is omitted from the Windows NT 2000 script TransMan pl 4 This line is only reg
44. on key https www yourdomain com TransMan index old html Change www yourdomain com to suit the URL of your secure server http www hallisoft com Page 31 Hallisoft Integrated software solutions for the Internet Trouble Shooting Guide Error Messages and Their Causes Errors can occur when you use Transaction Manager for a number of reasons Ouite often the error message that your browser displays suggests that this error occurred within the Transaction Manager module However these errors almost always originate in your template pages the Transaction Manager configuration or the module installation and not with the module itself This section is intended to help you locate the source of the error Errors Originating from MakeUser cgi or MakeUser pl When I try to run Make User I get a cannot open Users txt message The unencrypted User Account File Users txt is missing Or you do not have read write permission for the directories specified in line 16 of MakeUser cgi or MakeUser pl Or the path in line 16 of MakeUser cgi or MakeUser pl is incorrect Remember that file and path names are case sensitive and that you must use the full path name not a URL Or if all the above are correct try setting permissions on the directory specified in line 16 of MakeUser cgi or MakeUser pl to read write execute for all users Some servers require this setting When I try to run Make User I get an internal configura
45. or Recipient SecureForm 1 html to SecureForm 3 html These pages are the same as SecureForm html except that they may include Switch and Delta cards in the list of credit cards an issue number drop down select box and or the credit card validation number box Modify the page exactly as described for SecureForm html Changing Default Messages in SecureForm html and SecureForm 1 html When the Submit Card details button is pressed in SecureForm html or SecureForm 1 html the details entered by the customer are validated by a piece of JavaScript code in the HEAD section of the page Part of this code contains a set of error messages If your site is not in English you may prefer to rewrite these error messages as described below Windows users should click the Message Writer menu item in the Transaction Manager option of the Windows Start Menu Users of other operating systems should open the Message Writer Hallisoft TransMan Messages Messages html in your browser The default messages will already be inserted into the form Rewrite or edit these messages as reguired then press the Create Message File button Message Writer Input Form When you enter text into the form you can use the Enter key and space bar to format the text This formatting will be reproduced when the messages are displayed So if you use the Enter key to create a blank line the finished message will be displayed with a blank line at the same point Message
46. pt and display individual account holders Transaction Tables A table within the Transaction Database that is used to store records for an individual account holder Each Transaction Manager account holder has a transaction table Transaction Manager Account Holder An ASCII file that holds user names and passwords for Transaction Manager Account Holders Passwords are stored in encrypted format http www hallisoft com Page 35 Hallisoft Integrated software solutions for the Internet Software End User License Agreement Transaction Manager Module By downloading or opening the package you are consenting to be bound by and are becoming a party to this agreement If you do not agree to all of the terms of this agreement you may return the product to the place of purchase for a full refund REDISTRIBUTION OR RENTAL NOT PERMITTED This Agreement has 3 parts Part 1 applies if you have a free of charge license to the accompanying Software the Software Part 2 applies if you have purchased a license to the Software Part 3 applies to all license grants If you initially acquired a copy of the Software free of charge and you wish to purchase a license contact Hallisoft Hallisoft at http www webwright uk com For the purpose of this agreement Licensor shall mean the author of the Software and or Hallisoft Part 1 Terms Applicable when License Fees Not Yet Paid Limited To Evaluation Use License Grant Licen
47. rated by a hash mark This data consists of the user s business name user name and password A sample file is located in subdirectory Hallisoft TransMan Data of this package The contents of this file are shown below Computers Galore compshop bFct8f77E Phones Unlimited phoneshop At8XnZP4 Specialty Foods Limited Zfoodshopz dSt9Z4Yi Account Used for Testing test ZxQ2cSq If we look at the first line of this file you will see that the user s business name is Computers Galore the user name is compshop and the password is bFct8f77E The user name and password are the name and password used to log on to Transaction Manager and retrieve transaction data The last entry in the file is for a user called test You should include a test user in your own Users txt this account will be used during testing of your site as described in chapter 9 After you have created Users txt make a backup copy and keep it in a safe location Do not under any circumstances keep this backup on the secure server or any PC connected to the Internet Remember that User txt contains the original unencrypted passwords Notes 1 When you create Users txt use a plain text editor such as Notepad or Vi Do not use a word processor because they often insert invisible characters into file These will cause problems when Make User is run 2 Do not use dictionary words for passwords The best passwords are a mixture of uppercase and lowercase letters and numb
48. rt of Transaction Manager package we will be pleased to guote for a customised version of the software Warranty amp Liability Please refer to the section titled Software End User License Agreement at the end of this manual for a full description of warranty and liability http www hallisoft com Page 5 Hallisoft Integrated software solutions for the Internet Updates Any errors reported and confirmed by Hallisoft in Transaction Manager will be corrected and updated files distributed to all registered uses Upgrades Registered users who have purchased a full license will be entitled to receive upgrades to the program for a period of 12 months from the date of purchase This period may be extended at the discretion of Hallisoft Registered uses of Transaction Manager may be offered discounts on new or future issues of Hallisoft products or other products and services that Hallisoft offer Getting Help If you are having problems using or configuring Transaction Manager which you are unable to solve by reading this manual please refer to our freguently asked guestions page at http www hallisoft com Fag html Registered users can also use our help desk facility This service is only available to registered users who have purchased a full license Please have your registration number available when you fill out the form located at http www hallisoft com Helpdesk html Please note that Hallisoft will not answer
49. rver i e the name of the server plus the domain name Line 17 The name of your mail server i e the name of the server plus the domain name Line 18 The full URL of the Transaction Processing Script TransMan cgi or TransMan pl for Window NT servers This will be exactly the same as if you were typing the URL into your web browser Example https www yourdomain com cgi bin TransMan cgi Line 19 The full URL of the directory in which template pages are located The URL should include the trailing forward slash Transaction Manager adds the name of a template page to this URL and instructs the web server to display that page In the following example the URL entered in line 19 is shown in blue and the page name added by Transaction Manager is shown in red https www yourdomain com TransMan Templates Logout html Line 20 The email address of the person who will answer user queries about the Transaction Manager installation on your secure server or deal with configuration errors Because the O sign has a special meaning in Perl you must use a forward slash before Example me mydomain com Line 21 The subdirectory in which Transaction Tables and the Transaction Log are located Do not forget to include the trailing forward slash This is the full path on your server and not a URL Transaction Manager uses this data to locate and then open files on your server In the following example the path entered in line 21 is sho
50. s Note Any existing message file in this directory will be overwritten Using Other Browsers If you are using a browser other than Internet Explorer the contents of the message fiel will be displayed in a text box 1 Highlight all the text in this text box 2 Select Edit then Copy from the browser menu or press Ctrl C 3 Open a text editor and paste the text into a new document Edit then Paste or Ctrl V 4 Save the file as Messages js in directory Hallisoft TransMan Messages http www hallisoft com Page 18 Hallisoft Integrated software solutions for the Internet Warning You can use any text HTML or program editor that saves files as plain text Wordpad or Vi for example Do not use a word processor since they often insert invisible characters even when saving files as plain text These characters will cause errors when Rayserve tries to load the Configuration File If you use Windows Notepad the carriage returns will be visible This is not a problem Checking the Results You can view each message that you have just created by opening Hallisoft TransMan Messages Test html in you browser Use the buttons to display each message If you want to make changes return to the Message Writer page After you have modified and saved the messages return to Test html to view the changes you may need to refresh the page before the new messages are displayed Adding the Messages to the Credit Card Form
51. sor grants you a non exclusive license to use the Software free of charge if your use of the Software is for the purpose of evaluating whether to purchase an ongoing license to the Software The evaluation period for use by or on behalf of an individual or commercial entity is limited to thirty 30 days If you are using the Software free of charge you are not entitled to support of any kind If you fit within the description above you may use the Software in the manner described in Part 3 below under Scope of Grant for the license purchased Disclaimer of Warranty Free of charge Software is being delivered to you AS IS the Licensor makes no warranty as to its use or performance The Licensor does not and cannot warrant the performance or results you may obtain by using the software or documentation The Licensor makes no warranties express or implied as to noninfringement of third party rights merchantability or fitness for any particular purpose In no event will the Licensor be liable to you for any consequential incidental or special damages including any lost profits or lost savings or for any claim by any third party This disclaimer of warranty constitutes an essential part of this Agreement No use of the Software without payment of license fees to Licensor is authorised hereunder except under this Disclaimer Part 2 Terms Applicable When License Fees Paid License Grant Subject to payment of applicable license fees
52. ssoa saa vasaa aa aE an a KISA Kara ME S ATA KS KENTA a ded KAA aN nalan AKON AIN 21 Id icenrzinidiedu P re Lr pmT k k n 21 NOTES O OOOO jal 21 NOREGCOFAS MTM imustmesa aa aa eed hide TA kat Nie SAE ties tie ELI lla beet cameo Shane taeda adeta meen 21 SUCCESS IEI esita maasta keidas TEL n kera ST mi i apn Wikis ae STA KLS et ei 21 TransP gernext htmi vuoasaasa saata manata maa a serene inte eiu pta ST edad deine REA E Aedes TANEET IE RRERUIU P RAM RES KRAUS 21 Bars sdbrepof malsenl ee TTE 22 6 Creating a User Account File s s s snunuuua nananana naa naan naan aaa A a aaaa masas usan a uasa u aues aun uuu au dau 23 Creating USES EXb sons pi ecb seaten nest Puma qa xU dn PRISE naa EMQUE dad seit dun TEiJSa S k efe fen NN RU de QE sant 23 NOTES gt saint e UENRLRTLTIDUOEMMUUTMEMEEMTMATMT 23 7 Installing Transaction Manager on Your Secure Server ceeseeeseseses nennen nn 24 File Permissions TransMan cgi amp MakeUser Ccgi sssssssssseenemmemeemen nene 24 Help Installing Your Site oie ee ton e onec routed sans ce SHOT na we KANAN aes rer PR REN Maan Ua KRA acne 24 Wars spet daudes ee c 24 Directory Read Write ACCe5S ipee eere rper a exe aaa a aa up A CD ea Rex e S YAKA NMT DHE EAR TA 24 hicc Y
53. t of third parties rights You may have other statutory rights However to the full extent permitted by law the duration of statutorily reguired warranties if any shall be limited to the above limited warranty period Moreover in no event will warranties provided by law if any apply unless they are reguired to apply by statute notwithstanding their exclusion by contract No dealer agent or employee of licensor is authorised to make any modifications extensions or additions to this limited warranty Part 3 Terms Applicable to All License Grants Scope of Single Site License Grant You may i Use the Software on any single computer that is or is not connected to the Internet an intranet or other network ii Use the Software to store transaction information from multiple online stores and or online reservations systems so long as only one 1 copy of the Software is used at a time lii Copy the Software for archival purposes provided that any copy contains all of the original Software s proprietary notices Scope of Multi Site Developer License Grant You may i Use the Software as part of any online store or online reservations system or web site that contains an online store or online reservation system created by you as an individual or in the case of a company your employees ii Copy the Software for archival purposes provided that any copy contains all of the original Software s proprietary notices You may not i Permit ot
54. tallation Test If you encounter errors whilst running the Make User utility refer to the chapter titled Trouble Shooting Guide http www hallisoft com Page 28 Hallisoft Integrated software solutions for the Internet 10 Go Live You are now ready for Transaction Manager to go live If you wish you could delete the Transaction Table and Transaction Log file created during the testing of Transaction Manager installation These files are called test dat and Transactions log and are located in TransMan data Security When dealing with credit card transaction details security is important How you handle security is outside the scope of this manual but here are a few suggestions Install a firewall and regularly test it Do not use Transaction Manager on a server that is not running SSL encryption Do not allow general write access to the user file Users dat This should be restricted to administrators only Do not use dictionary words as user passwords or the encryption key Use a mixture of numbers and or upper lower case letters for passwords and the encryption key Keep user name passwords and encryption key data secure Do not allow general local access to your secure server Do not allow the web server to show directory listings Restrict FTP access or better still disable it for everyone except the administrator Disable Telnet access e 9 9 9 User Manual If you have m
55. te i ofdelivery to you of the repaired or replaced Software or ii Licensor advised you how to operate the Software so as to achieve substantially the same functionality described in the Documentation Only if you inform Licensor of your problem with the Software during the applicable warranty period and provide evidence of the date you purchased a license to the Software will Licensor be obligated to honour this warranty Licensor will use reasonable commercial efforts to repair replace advise or for individual consumers refund pursuant to the foregoing warranty within thirty 30 days of being so notified If any modifications are made to the Software by you during the warranty period if the media is subjected to accident abuse or improper use or if you violate the terms of this Agreement then this warranty shall immediately terminate Moreover this warranty shall not apply if the Software is used on or in conjunction with hardware or software other than the http www hallisoft com Page 36 Hallisoft Integrated software solutions for the Internet unmodified version of hardware and software with which the Software was designed to be used as described in the Documentation This is a limited warranty and it is the only warranty made by Licensor or its suppliers Licensor makes no other warranties express or implied including but not limited to warranties of merchantability fitness for a particular purpose and noninfringemen
56. tion error There is an error somewhere in lines 15 to 18 of MakeUser cgi or MakeUser pl Check that you have not accidentally added or deleted any double quotes or deleted the semicolon from the end of each line If you have Perl on your local PC change to the directory in which MakeUser cgi or MakeUser pl is located type the following at the command prompt or in the MS DOS window perl cw MakeUser cgi or perl cw MakeUser pl This should tell you on which line the error occurs Errors Testing the Installation When I press the Submit Card Details button in SecureForm html I get a JavaScript error You have probably deleted the Issue No select box If you do not accept Switch or Delta cards use SecureForm 1 html Also refer to the next section for errors that occur after submitting credit card details Errors Originating from TransMan cgi or TransMan pl When I try to post a transaction or log on to Transaction Manager my browser it asks me if I want to save TransMan cgi to disk You are trying to use the Transaction Manager module on your local PC Upload your template pages and the Transaction Processing Script to your secure server and try again Or your secure server is not configured to execute Perl scripts Ask your ISP or systems administrator to correct this problem When I try to post a transaction or log on to Transaction Manager I get a permission denied message You are using a Linux or Unix server and have not set
57. to add more users to the User Account file do this as follows Open your backup copy of Users txt the one with the original unencrypted passwords Add new user details as described in chapter 6 Upload Users txt to your secure server Run the Make User utility as described in this chapter You do not have to use the same key that was used when you first ran Make User Rename Users txt to Users dat overwriting the original file Set permissions on Users dat as described above Poy om About the Encryption Method The encryption used by Make User is one way There is no known way of decrypting the passwords after running Make User When Transaction Manager checks a users password it does not need to know the key that was entered when Make User was run Only the encrypted passwords are store on your server and no key is required to perform the password check This results in a high degree of security Errors Running Make User If you encounter errors whilst running the Make User utility refer to the chapter titled Trouble Shooting Guide http www hallisoft com Page 27 Hallisoft Integrated software solutions for the Internet 9 Testing the Installation By now you should have configured the Transaction Processing Script template pages and created a User Account File The next step is to test the installation of Transaction Manager Begin by opening the test form Hallisoft TransMan Test html
58. uired for Windows NT 2000 servers It is omitted from the Unix Linux script TransMan cgi Special Characters Some characters have a special meaning to Perl Therefore if you use any of these characters when you enter text into script TransMan cgi or TransMan pl you should put a backslash in front of these characters This tells Perl to interpret the character literally Example O amp should be written as amp Editing the Script When you edit and save TransMan cgi or TransMan pl use an editor that will save files as plain text Wordpad or Vi for example an HTML editor or a program editor Do not use a word processor since they often insert hidden characters into the file If you use Windows Notepad all the text may appear on one line with odd characters instead of line breaks This is just the way Notepad displays text with Unix style line breaks it does not mean that the file is corrupt http www hallisoft com Page 13 Hallisoft Integrated software solutions for the Internet 3a Configuring the Make User Utility The Make User Utility MakeUser html is located in directory Hallisoft TransMan The top section of the page contains a form You must change the form ACTION to suit your site and the name of the Make User Script that you are using The default setting is cgi bin MakeUser cgi You will need to ask your ISP or systems administrator the location of the directory in which Perl
59. ultiple user accounts in Transaction Manager you can either configure the Secure Form SecureForm html or SecureForm 1 html and success page Success html for each account holder or you can allow the individual account holders to configure these pages Each user will reguire a copy of the User Manual User Manual pdf This is located in subdirectory Hallisoft TransMan Docs of the installed package You will find a copy of the User Manual in HTML format You can use this and the images in the same directory if you wish to create your own version of the User Manual or you wish to have an online manual If you create a new User Manual the copyright notice must not be deleted http www hallisoft com Page 29 Hallisoft Integrated software solutions for the Internet Transaction Tables User Transaction Tables Each User Account will have a Transaction Table that will be located in the directory TransMan Data The naming convention used by Transaction Manager when these files are created is UserName dat where UserName is that specified in the file Users txt A Transaction Table contains a list of transactions for one User Account Transaction data is encrypted using the key you enter into line 52 of TransMan cgi or TransMan pl Part of a typical record is shown below 75066292 624411011 00180615566531267 4 140814 0 000254662522641954 61 04 Each line in the file contains a single transaction record Transactions
60. wn in blue and the file that Transaction Manager wants to open shown in red home username www TransMan Data Transactions log Line 22 The subdirectory in which template files are located Do not forget to include the trailing forward slash This is the full path on your server and not a URL Transaction Manager uses this data to locate and then open files on your server In the following example the path entered in line 22 is shown in blue and the file that Transaction Manager wants to open shown in red home username www TransMan Data TransPageText txt Line 23 The name of the template file that contains the body text for the page that displays the users Transaction Table Line 24 The name of the template file that contains the body text for the email message that is sent to the user when a new transaction is recorded http www hallisoft com Page 11 Hallisoft Integrated software solutions for the Internet Line 25 The name of the template file that contains the body text for the email message that is sent to the customer after a transaction has been completed Line 26 The name of the HTML page that is displayed when the user enters an incorrect user name or password in the login page Line 27 The name of the HTML page that is displayed when a configuration error is encountered as Transaction Manager tries to process a transaction or display the users Transaction Table Line 28 The name of the HTML page that is displa
61. xcluding conflict of law provisions except to the extent applicable law if any provides otherwise The application of the United Nations Convention of Contracts for the International Sale of Goods is expressly excluded http www hallisoft com Page 37 Hallisoft Integrated software solutions for the Internet Credits Transaction Manager program files sample pages graphics and manual and help file written by Ray Halliwell OCopyright Notice shop home pro shopQhome lite Rayserve RezEasy xship tbase Transaction Manager and Site Search are copyright of Ray Halliwell No part of the source code shall be copied modified adapted reverse engineered or used in any other application without written permission from the author No part of this manual shall be copied or used in any other publication without written permission from the author All rights reserved November 2002 http www hallisoft com Page 38
62. yed after the user logs out from Transaction Manager Line 29 The name of the HTML page that is displayed after Transaction Manager has updated the users Transaction Table Line 30 The name of the HTML page that is displayed when the users Transaction Table contain no records or the Transaction Table cannot be found Line 31 The name of the file containing user names and encrypted passwords the User Account File Line 32 The format in which you want dates to be recorded in Transaction Tables and the Transaction Log DDMMYY will display dates in the day month year or month year format MMDDYY will display dates in the month day year or year month format Examples are shown below Setting Transaction Credit Card Expiry Date Date DDMMYY 31 05 2000 05 2001 MMDDYY 05 31 2000 2001 05 Line 33 The message that is displayed when the merchant clicks the Save button at the bottom of the transaction table In the default message you will notice that the line contains Wn This means that a new line will be inserted at this point when the message is displayed therefore the default message would be as shown below In the next window click File then Save As to save the contents of this page to your hard disk If you change the default message do not include any single quotes in the message If you include any double quotes these should be preceded by a backslash If for example you wanted to put double quotes around the words
63. you enter into line 20 of TransMan cgi or TransMan pl 2 The Reply to email address is the one entered into the configuration file of shop home pro shop home lite or Rayserve Professional http www hallisoft com Page 20 Hallisoft Integrated software solutions for the Internet Error html This page is displayed when Transaction Manager encounters a configuration error during processing of a credit card transaction or a request to display information The Transaction Processing Script is called by index html SecureForm html or SecureForm 1 html These pages contain a hidden field called Actn If the VALUE of this field is incorrect or the field is missing a configuration error will occur Logout html This page is displayed when the user logs out from the Transaction Table Merchant txt This is the text of an email message sent to the Transaction Manager account holder after Transaction Manager has recorded a new credit card transaction A typical email is show below with the text from Merchant txt shown in green text generated by Transaction Manager in brown and text entered into the configuration of TransMan cgi or TransMan pl shown in blue To merchant his_email com Reply to root mydomain com Subject Transaction No 14760869 A new credit card transaction has been recorded in your Transaction Table To view the details of this transaction please go to https www yourdomain com TransMan
64. you want to salvage Copy these lines to a new file then remove the user name colon and space from the beginning of each line Now copy these lines into the users Transaction Table Part of a typical record is shown below The part you should remove is shown in blue and underlined compshop 75066292 624411011 00180615566531267 4 140814 0 000254662522641954 61 Notes 1 Because all the data in Trasactions log is encrypted you will not be able to locate individual records If you have many transactions posted to the log you may wish to create backup logs each week This will make transactions for a particular period easier to find http www hallisoft com Page 30 Hallisoft Integrated software solutions for the Internet Changing the Encryption Key You may wish to implement a policy of changing the encryption key line 52 of TransMan cgi or TransMan pl at regular intervals to increase security If you simply change the key then any transaction records written to the server before the key was changed will no longer be decrypted correctly Changing the encryption key is carried out in two steps Step 1 Changing the Key 1 2 6 Make a copy of the old TransMan cgi or TransMan pl i e the one that is located on your server and save it as TransMan old cgi or TransMan old pl Create a new subdirectory called Saved one level below the directory in which Transaction Tables and the Transaction Log are stored Ex

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