WebCom User Manual V 3.3 July 2007
Contents
1. Chip PIN solutions WebCom User Manual V3 3 July 2007 Chip and PIN WebCom User Guide V3 3 July 2007 dotreduction Toy VebDGOllteuse OPE PU P EE 9 2 Fins Use amp Se CUEIN E E EE EL EU eU cand MM UE 4 2 The cecu y COMING ale orsesesaetasettatusatbuaiisa Aa TS 5 22 Wep een een eee ee ee 6 3 Web Com FUNCIONS A Sell ACCOUNTS 2 adita desas ttt uceceica tita iate n n nee einen Ue iati eet mE Tm du ACCOUNT in i mss boss 8 EEEE 8 Su Teri iG ae mud e IU M DU MOERS 10 S oO Tenia P ETIN PIRE IM NIU EP EVE FEET IM PPM UMP LM D d D LO M ME 10 Suo Termindldjser OrGUIDS arrra Soa EEEIEE eMe Rea 1 SP TENE O eer eae en oe me Oe ne On ete a ae ae en ee TE 1 OCT scs ubi eS oid Ed pi Edit aab pd aite Sb ba bote pb ba tpe auteni d 13 dc SOC oH URN HS NBI IER Iia a M UE 14 Al Nectar Standata Config 14 A eI Deo e EO OO OO 14 Zo Ie apes ete eatin ht tad bete idee etie T EAA AE AEEA 16 zs iNe char totae 16 A eM vere a E E DORT 17 Son eb od Fcon e a aeaea das EEO EN OEE AE E IP LIE 18 SM E REDO 18 ori T 18 ONSE ECA TE di EET TTE 19 W2. It is possible to store multiple terminal configuration sets and apply them to terminals in your estate remotely This system will list any Contiguration sets currently stored allow you to edit existing entries and add new ones add New Terminal Confia Setting E Refresh Page Sae 20 Gol Terminal ID Config Name Config Description 1009 1 Example Config 1 fij 1010 Example2 Example Config 2 nj When adding a new terminal configuration set or editing an existing one the following fields are available for configuration Some of these are populated with the Ocius default settings for a live environment to get you started Item Description Config Name The name assigned to identify this configuration set Config Description A description of the configuration set Hosted if the terminal is configured to authorise using our hosted solution ICP Local if the system is configured to use a local Link server to authorise the transactions The IP Address of a local I Link server if being used for Bill Lodging Hospitality purposes The Non SSL Port used for non secure messages to the transaction server such as login logout commands The SSL port used for all secure messaging such as transaction processing Off Default Do Not Use SSL Encryption Can be used safely on local networks Partial Only encrypts sensitive data such as card numbers Local Server Local Use SSL but all other parts of the mess
3. type in the search text and press Filter An account contains all the details that will be used to process any card payments such as the acquirer currency allowed transaction types merchant ID s and Terminal ID s A summary of those settings is shown below rr m 1 Account Information Permissions Account ID Account Name BMS Sterling only Commidea Ltd Pound Sterling Site Name Account ID Account Name NatWest Streamline Site Name 1 Euro By selecting the Edit icon to the left of each account it is possible to view more information on the account and make some changes to its configuration Many of the settings for an account can only be changed by Commidea but it is possible to make some changes at any time ACCOUNT INFORMATION EDIT ACCOUNT SETTINGS General Information Voucher Details MUST be NO more then 21 characters on single line AND with s MAXIMUM of 6 lines Account ID 10003709 Currency Pound Sterling Merchant Header Customer Header Accout Example Acc 1 Accost Code 001 i a Ste Name Commidea Ltd Date Crestet 12 10 2006 Example Acc 1 Example 1 Acquirer Name BMS Sterling only Test Account Test Account Commides Ltd Commidea Ltd zl Allowed Transactons Merchant Footer Customer Footer Thank you for Thank you for CenhBek M your custom your custom Auth Orky Gratuity
4. 2002 Permanent Terminal ID 8 Characters Alphanumeric Pretix PC Identifies Ocius for PC installation All others manufacturer assigned 50 Characters Alphanumeric Allows terminals to be identified by name This information is not stored on the terminal itself only accessible via WebCom The version of Ocius software currently in use by this terminal The version of Ocius software to be sent to the terminal when running a Software Update 3600W VeriFone 3600 WiFi 3750E VeriFone 3750 Ethernet 3600P VeriFone 3600 GPRS VX6 1 0GPRS VeriFone Vx610 GPRS VX610WiFi VeriFone Vx610 WiFi VX5 10 VeriFone Vx510 Ethernet PCSC5000 Ocius for PC VeriFone SC5000 V1 PCSC5K Ocius for PC VeriFone SC5000 V2 PCSECURA Ocius for PC VeriFone Secura V2 XPLORER VeriFone Xplorer Optional Can be used to keep records of the IP address assigned to each device This has no effect on terminal operation or configuration Prompt for an Ocius menu update Prompt for an Ocius software update Prompts for an Ocius User Permissions update Prompt for an Ocius Terminal Config update Includes Nectar configuration details Prompt for an Ocius Voucher Format update layout only Prompt for an Ocius Account update Includes all account detail and permissions relevant to the current terminal user Also includes the refund PIN max refund value and all voucher header amp footer detail Prompt for an IIN Table update Includes th
5. ra Refund Force Offline 7 zl z m E TopUp m Cort Auth m Ein E Refund Password Refund Allow VR Floor Limit i Refund PIN VR Floor Limit 00 Operational Settings Purchase PIN Below VR Floor Limit Auth Code Customer Present Prompt Mode Test Merchant Reference Optional gt Merchant ICC Receipt Required Iv Gratuity Check Gratuity Luedate is also possible to view all the card schemes that are enabled by expanding the desired merchant account In order for changes to take effect at a terminal level an account update will need to take place to each device See section 3 3 for information on Terminal updates 3 1 1 Voucher Setup Each account has specific Voucher settings assigned to it This includes separate detail for the header and footer of both the customer and the merchant copies Voucher text must be no longer than 21 characters in width and 6 lines long 3 1 2 Other Account Settings Item Description The refund password is used when processing refunds via the ICP XML service Refund PIN The refund PIN is used to allow the processing of a refund transaction on any Ocius Terminal A blank PIN will remove Refund Password Commidea Ocius amp ICP 2002 2007 Page 7 of 24 WebCom User Guide V3 3 July 2007 this prompt on the terminal The purchase PIN can be enabled to restrict users from Purchase PIN being able to process transactions without first
6. Gratuity value if included in transaction Issue Card issue number if applicable Offline Y N field to show if transaction was processed offline Online Y N field to show if transaction was processed online Operator Operator which processed the transaction PTID PTID of terminal which processed the transaction Purchase Count Reserved do not use Reference Reference field sent with transaction Rekeyed Y N field to show if the transaction was marked as rekeyed Scheme Name Scheme name the card charged fell under Start Date Card start date System ID System ID account linked to on database Terminal ID Reserved do not use Terminal User ID User ID of the terminal operator TID Terminal ID for merchant account Transaction ID Transaction ID assigned by database Txn Date Time Date and time of transaction Txn Result Result of transaction Txn Status Status of transaction Txn Type Transaction type e g Purchase Refund Txn Value Value of transaction Unattended Y N field for Unattended transaction modifier WinTl Txn Type Txn Type modifier e g 01 Purchase Zero Pre Auth Y N field for Zero Pre Auth transaction modifier Group By Choose which field the report is to be grouped Order By Which field the report is to be ordered by Show Totals Select how the totals are displayed currently Standard only Page No Tick box for enable disable page number on the report Page Ori
7. Layout It is possible to edit existing layouts or create a new one On choosing one of these options the following fields are displayed Item Description Layout Short Name Short name to be used to refer to the report Layout Window Title Title for the browser window when the report is generated Layout Description Description for the layout Pick from a list of fields which information is to be displayed in the report The fields available are Account ID Account ID of the account being reported upon Account Name Account name being reported upon Auth Code Auth code for the transaction Auth Only Y N field to show if the transaction was auth only Auth Result Result of the authorisation for the transaction Bank Account Number Bank account number assigned to the account Capture Method Method of capturing card details Card Number Card number from each transaction Card Scheme ID ID of the card scheme Fields for the Layout Commidea Ocius amp ICP 2002 2007 Page 19 of 24 WebCom User Guide V3 3 July 2007 Item Description Cashback Cashback value if included CNP Cardholder Not Present Y N field Cont Auth Y N field for a Continuous Authority transaction Currency Currency name field Ecommerce Y N field for Ecommerce EFTSN Electronic Funds Transfer Sequence Number Electron CNP Y N field for Electron Cardholder Not Present Expiry Date Card expiry date Gratuity
8. confirming their access levels by knowing the PIN Not Supported Disables the Enter Reference prompt on Ocius terminals Optional Prompts for a reference but will allow a blank reference to be entered Required Does not allow the transaction to continue until a reference has been keyed in When gratuities are enabled on an account the value in this field allows you to prompt for confirmation of the gratuity amount if over a certain percentage of the transaction Merchant Reference value E g if this field was sent to 25 it would prompt the operator to confirm that the gratuity is acceptable if over 2596 of the transaction value Allow VR Floor Limit Reserved VR Floor Limit Reserved Below VR Floor Limit Reserved Auth Code Merchan CC Receipt b a the a to T PIN verified a Required This can only be disabled if there is an agreement in place with your acquirer to that effect This check box allows the administrator to enable or disable Gratuity gratuity on the account without having to contact Commidea 3 2 Account Permissions Account Permissions allow the contiguration of specitic Terminal User Groups to have access to specific system accounts Particularly useful when managing an estate with multiple stores it is common to setup a specific Terminal User Group to each Store and then more specific terminal users below that Existing Account Permissions are displayed when first selecting this form It is possible to d
9. on their system Dsunissd When ticked this promotion will be downloaded to all terminals when a Config Update is performed Points Value The number of points used by this promotion Cash Value The cash equivalent for that number of points The image used to print on vouchers for this promotion This is Image often a barcode used to scan into the POS Images used must be correctly formatted by Commidea prior to being made available Default Is this the default promotion on this system Commidea Ocius amp ICP 2002 2007 Page 15 of 24 WebCom User Guide V3 3 July 2007 4 3 Nectar Voucher This section contigures the layout of each Nectar Voucher Voucher types available are Balance Used for printing a Balance Enquiry Redemption Used when redeeming points tor goods Reversal Used to reverse an abandoned Nectar transaction Nectar Voucher Balance Voucher Change Voucher Balance voucher Parameters Add to Merchant LS aes a __Add to Customer Merchant vorte format Merchant amp eos Customer Voucher Format Customer Pre J H Select the voucher type to configure from the Change Voucher Type drop down list The system will then allow you to configure the layout of both the Merchant and Customer vouchers where applicable and generate a preview The key at the bottom shows each available field that can be added to the voucher layout select each parameter from the drop down list toward t
10. the vouchers at the appropriate time according to your chosen voucher layouts 4 5 Nectar Reports The Nectar Report Criteria allows the creation of custom report generation to suit your needs There are two report types currently available Detailed Transaction Report The Detailed Transaction report will list all valid Nectar transactions including reversals for the given period Rejected Transaction Report The Rejected Transaction report will list all Nectar transactions that failed for the given period including information as to why the transaction failed Nectar Report Criteria Report Detailed Transaction Report Accounts all PTID Terminal Name Selected PTIDs PC107285 PC107328 zs PC107329 gt PC107346 PC107350 lt lt PT108218 Note If no PTIDs are selected the report will based upon all PTIDs Fr e T em chis EIN 27 06 2007 sa he 27 06 2007 za oo 00 00 23 s9 x s9 View Report Export to CSV file Select the required report type and select the To and From dates to create a range It is also possible to limit the report data to specific terminals PTIDS or PED user ID s Alternatively select All to capture transactions for all terminals and users Click on View Report to generate the information which can then be printed if required Commidea Ocius amp ICP 2002 2007 Page 17 of 24 WebCom User Guide V3 3 Ju
11. to report on or select none Commidea Ocius amp ICP 2002 2007 Page 20 of 24 WebCom User Guide V3 3 July 2007 Item Description and report on all the card schemes available PED User ID Select All or choose a User ID to report upon Operator Or choose an operator name to report upon Radio button to choose how the dates are presented for selection From Date Date to report from From Time Time to report from To Date Date to report to To Time Time to report to Tick box for all or choose from Cash Advance Purchase Purchase with Cashback or Refund Pre Auth ONLY Tick box to display only pre authorisation transactions Offline ONLY Tick box to display only transactions processed offline Transaction value field allowing you to stipulate equal to Txn Value greater than less than greater than or equal to less than or equal to a value provided Cashback Value As with the Txn Value field but for a cashback value Gratuity Value As above but for Gratuities Card No First 6 digits First 6 digits of the card number to be reported upon Card No Last 2 digits Last 2 digits of the card number to be reported upon Select a field from the list provided and then a value and Conditions condition of how to quantify the value provided Once the criteria is completed Save or Update the selection and then both this and the Layout can be assigned to a Quick Report Building a quick report from
12. users are configured in this way the entry point to the system can be different However the default setting is to direct users to the users page If you have a superuser account then this will direct you after login to a page which contains a list of all the merchant systems you have access to The intention of this kind of login is that resellers or customers with wide enterprises can have access to all required systems as quickly as possible For more information on SuperUser accounts please see section 6 3 Commidea Ocius amp ICP 2002 2007 Page 6 of 24 WebCom User Guide V3 3 July 2007 3 WebCom Functions Ocius The Ocius section of WebCom provides tools to enable any Ocius customer to manage their system and estate of terminals Each sub category is explained in detail in the following sections 3 1 Accounts When selecting the accounts option WebCom will display all accounts that are present within the merchant system In many cases this screen will show only one account However for large estates many hundreds or even thousands of accounts could be present As such the screen will limit the number of accounts that can be displayed at any one time by default to 10 accounts This is configurable using the Page Size value in the left of the Accounts screen and then pressing Go It is also possible to search any list of accounts using the filter options at the top of the form Select Account Name or Site Name
13. age are un encrypted making the transaction process slightly faster Full All messages are encrypted for maximum security this has a minor impact on speed Setup Type Local Link Server Local IP Local Server Local Port Local Server Local SSL Port Commidea Ocius amp ICP 2002 2007 Page 11 of 24 WebCom User Guide V3 3 July 2007 Item Description The IP Address of the updates server for account and software updates The Non SSL Port used for non secure messages to the transaction server such as login logout commands Update Server Update SSL The SSL port used for all secure messaging such as Port transaction processing Off Default Do Not Use SSL Encryption Can be used safely for software updates as the data is not sensitive Partial Only encrypts sensitive data such as card numbers but all other parts of the message are un encrypted making the transaction process slightly faster Full All messages are encrypted for maximum security this has a minor impact on speed Host Server Host IP The Host IP address for the transaction server The Non SSL Port used for non secure messages to the transaction server such as login logout commands The SSL port used for all secure messaging such as transaction processing Off Do Not Use SSL Encryption Only for use on local networks must not be used in conjunction with ICP Partial Only encrypts sensitive data such as card numbers Host Server Use SSL but all other
14. ailed Will list each transaction in detail PED User ID Will allow you to select a User ID to report on so you can capture the transactions processed by a particular login Allows you to enter the name of a user rather than using their Operator User ID 5 2 Transaction Search The transaction search feature allows the user to find specific transaction information to resolve any relevant query they or their customer may have regarding a payment Transaction Search Asunt 1 E au PED User ID Fu i hapat Source Live Store T oppimis Samin PTE zl E we B a t A m Tas Vus Tr rsiaecors Fal n Sm Prom Tira 5 To Dutw Tina 77 05 2007 m 00 9 no 23 E E View Repot Expetis CSV fle A variety of options are available to narrow the search The more information supplied the more accurate the search will be and as such will display less results Commidea Ocius amp ICP 2002 2007 Page 18 of 24 WebCom User Guide V3 3 July 2007 In an environment where the host system uses unique Transaction Reference codes we would recommend a search that incorporates that information as being the most likely to find the transaction in question It is of course possible to tind the required transaction using any available information 5 3 Create Reports Some users may find the existing standard r
15. anges Alternatively please update each row individually using the option to the right hand side of the table Commidea Ocius amp ICP 2002 2007 Page 23 of 24 WebCom User Guide V3 3 July 2007 6 3 WebCom SuperUsers For customers or system administrators who may have a requirement to manage multiple WebCom ICP Systems it is possible to be configured as a WebCom SuperUser This functionality allows one e mail address and password to provide access to multiple system accounts with the use of an additional login menu similar to the one shown below Webcom Administrable Merchant Systems Merchant Name MartinS Test Accounts IM A Testi IMPSQA Test3 IMPSQA Test4 IMPSQA TestS IMPSQA ImpsQA General ImpsQAGaz Impsgapaul Commidea WebCom Test Account Product Management Load Testing This level of access obviously provides an additional security risk Particularly when managing multiple merchant systems across different businesses For this reason it is not possible to configure SuperUser accounts using the WebCom interface itself If you require SuperUser access please write to Implementations commidea com detailing the System ID s that you require access to The Implementations team will then investigate your enquiry and if approved configure your access Commidea Ocius amp ICP 2002 2007 Page 24 of 24
16. cate Import Wizard will start to guide you through the process Press Next to continue Issued to www commideaweb com Issued by Thawte SGC CA The wizard prompts to select the location to store the certiticate The detault is to automatically select the location select this option and click Next Valid from 14 07 2005 to 14 07 2007 Issuer Statement Install Certificate Another confirmation dialog to show that the import was successtul Click on OK then OK on the main certificate window Certificate Import Wizard 1 The certiticate has now been successtully imported and EU QUII GE E a saved to the local machine Click Finish You have successfully completed the Certificate Import wizard Finally press Yes to accept the certiticate and the You have specified the Following settings Certificate Store Selected Automatically determined t b rowser WI ta ke yo U to th We bCo m log In screen Content Certificate lt Back Cancel Commidea Ocius amp ICP 2002 2007 Page 5 of 24 WebCom User Guide V3 3 July 2007 2 2 WebCom Login Having installed the security certificate or accepting its use on this occasion your browser will now direct you to the main WebCom login page Initially it is necessary to register your login to WebCom and after authenticating your account by entering a merchant number from one of the accounts within tha
17. ctar Merchant Specific Store Name Used only for Nectar Merchant Specific Description Description for storing more information on this user 3 5 Terminal Permissions This section within WebCom allows you to customise exactly what options are available to that user within the terminal once logged on It is then possible to link this to the User Group using the Permission Profile drop down box see 3 6 Terminal User Groups To enable this section within the Ocius option you must adjust your Webcom Setup Choose Webcom Setup from the top list of four options then take note of which user group your Webcom user is assigned to by default this is Default Admin Then select User Groups and expand the group you are a member of by clicking the next to that group When the list of Component Names appears expand the Ocius component and from the list of Allowed Actions ensure that all the Terminal Permissions options are ticked Click Save All and then if you return to the Ocius menu using the list at the top of the screen you should now have a Terminal Permissions option to choose from Accounts Account Permissions Terminals Terminal Users Terminal Permissions Terminal User Groups Terminal Config Terminal Config Allocation Commidea Ocius amp ICP 2002 2007 Page 10 of 24 WebCom User Guide V3 3 July 2007 Within here you can create a profile and then edit the profile This enables you to s
18. dates at different times dependant on their configuration The most common implementation is to check for updates each time the terminal is logged in At this stage the terminal will communicate with the ICP database and be sent the selected updates 3 4 Terminal Users Terminal users defines the User ID and PIN used to login to any Ocius terminal This in turn links to a Terminal User Group and ultimately dictates what accounts and features that user is able to use It is common for this to be used more like a site code than a specific user ID although that is also possible of course Add New Terminal User Fitter User Name x Remove Filter Page Sze 20 I User ID User Group Store Name 7 1234 Admin Default User Standard Test The Terminal User form will show all users currently configured in the system Click the edit icon to the left of any entry to make changes to that user or Add New Terminal User to create a new entry EDIT TERMINAL USER SETTINGS PED User ID 1234 Store ID i Sti PED User PIN has C CS S Store Name Fet User Name dmn 7 Default User a iu z E Ee ltem Description PED User ID 2 8 numeric Login ID for use at the terminal PED User PIN 2 8 numeric Login PIN for us at the terminal User Name Name associated with the user User Group User group and therefore level of access assigned to this user Store ID Used only for Ne
19. e latest accepted card and transaction types Prompt for a Key Files update to the terminal This includes all the files that allow the unit to read the card chips When using a VeriFone SC5000 PED attached to either a VeriFone 3750 or Vx510 device this flag will also update the SC5000 software as well as the main Ocius software Must be used in conjunction with the main Ocius Software update When using a VeriFone SC5000 PED attached to ether a Vertine 3750 or Vx510 device this flag will allow you to update the software on the SC5000 Prompts for an update of the font files which allows the terminals to output the display correctly 2007 Page 9 of 24 WebCom User Guide V3 3 July 2007 ltem Description Update your terminal to allow Bill Lodging by ticking this box If it is left unchecked then Bill Lodging will not be available Downloads Nectar Reserved Downloads E Top U Reserved Allows the chosen settings to be applied to just this terminal or all terminals in the merchant system Force when the terminal next checks for updates you will not be presented with the option to download the update it will be Download Type performed automatically Prompt it is necessary for you to confirm acceptance of an update when checking for updates Can be used to select a pre determined terminal configuration set for download Downloads Hospitality Terminal Download Configuration Name Ocius terminals check for available up
20. e likely to want to gain access to the system in the future we recommend that you view and install the certificate which will stop the message from appearing in the future If you are integrating to our solution then there is a test WebCom which can be used to report on your testing transactions and accounts This can be found at http testweb commidea com Commidea Ocius amp ICP 2002 2007 Page 4 of 24 WebCom User Guide V3 3 July 2007 2 1 Installing the Security Certificate To install the certificate on your computer for future use follow the steps shown below This process is taking place using a Microsoft Windows PC the process will be similar if using an Apple Mac Begin by pressing View Certificate The system will show you details of the certificate you are viewing Check the details to ensure that the certificate is genuine making sure that the Issued To entry matches the address that you are attempting to access in this case www commideaweb com The certificate also shows the CA Certificate Authority who 31 issued the certificate and the dates which the certificate is Set contes eun valid for Further information is available on the Details and EE certificate Information Certification Path tabs When happy with the details press This certificate is intended for the following purpose s Install Certiticate Ensures the identity of a remote computer The Certiti
21. ebCom Functions WebCom Setup uet ERIOR PORCH DRERUNT rits mamma 22 E AE ED EE as Pe tent E 22 A E OO E E E Me M E 22 Du ENEAN ENEN 24 Commidea Ocius amp ICP 2002 2007 Page 2 of 24 WebCom User Guide V3 3 July 2007 1 Introduction To WebCom Commidea s WebCom is provided tree of charge as part of any other supported Commidea Application or service Supported products include e Ocius V2 VeriFone Terminals e Ocius for PC All Derivatives e ICP XML V2 Interface WebCom is a browser based tool accessible from any internet connection worldwide Access to the system is provided by a secure login process ensuring the security of your data and system configuration Login details will be provided to you when your product or service is activated WebCom provides a variety of tools and applications to help manage your system or estate across multiple sites as well as a suite of comprehensive reporting facilities This document serves as a guide to WebCom s functions configuration and reporting functionality In the unlikely event that you encounter any problems whilst using the WebCom service please contact the Merchant Helpdesk for assistance helpdesk commidea com 44 0 870 900 8580 Commidea Ocius amp ICP 2002 2007 Page 3 of 24 WebCom User Guide V3 3 July 2007 2 WebCom First Use amp Security Certif
22. elect which parts of the menu system on the terminal this profile is allowed access to once logged on As with other sections of WebCom you can view or edit the settings of each entry using the relevant buttons to the left of the record Add New Profile Profile ID Profile Name Description 12 Example Profile Profile to assign permissions to the terminals 3 6 Terminal User Groups Terminal user groups allow groups of users to be given the same access rights This is particularly useful when assigning user id s to individuals rather than to sites All existing user groups will be displayed at this stage Select the edit icon next to each one to make changes or add new to create a new user group I Add New Terminal User Group Fiter User Group Name Remove Filter Page Size 20 9 User Group ID User Group Name Profile Name Pp 10010057 Standard This is the default User Group for this system The User Group itself is little more than a name to use to join multiple users although it can just have one user if that suits the environment of use A user must be a member of a group Groups are then used to allocate permissions on a per account basis See section 3 2 for more information on Account Permissions EDIT TERMINAL USER GROUP SETTINGS User Group Name Standard Group Members Admin Description This is the default User Group for this system zi Permission Profile Update Cancel 3 7 Terminal Config
23. elete or edit the existing permissions or add new ones Add New Account Permission Fiter User Group Name Remove Filter Page Size 20 v 3 Account ID User Group Name Description P 10003709 Example Acc 1 Standard This is the default User Group for this system ij 3 2 1 Edit An Existing Entry When editing an existing entry it is not possible to change the account or user group that has been configured However allowed transaction types and the maximum refund value can all be changed TERMINAL USER GROUP PERMISSION SETTINGS Account Name User Group Name Purchase M antee ie 9 Refund Cash Advance amp Top up Force Offline IS Max Refund Value ooo Update 3 2 2 Add New Account Permission Adding a new entry into this table shows the same options but allows you to select the appropriate account and terminal user group for the new settings 3 3 Terminals This section of WebCom lists all the Ocius terminals of any type that are part of this merchant system Commidea Ocius amp ICP 2002 2007 Page 8 of 24 Terminal Information WebCom User Guide V3 3 July 2007 Fite Temi ial Lir 2 Curek Version Terminal Type PCSECURA PTID PC107328 Config Name Terminal Name Curret Version Terminal Type PCSCSK Downlosd Version Accounts Key Files verte 000 Attached E 02 00 02 21 Menu Software User Perm
24. entation Choose the page layout as either Portrait or Landscape Footer Note Any note to be included in the report footer Each Layout Field consists of FieldName Width with the width value showing how much space the selected field requires The total report width is 13500 and this cannot be exceeded A field is displayed on screen which shows how much space has been used each time a field is added or removed The order of the fields can also be amended using the arrows to the right of the fields list If a field needs to be removed select the field and click X to do so Once the selections are finished choose Update or Save depending upon if the layout is being created or edited The Report Criteria section allows the information being report upon to be defined Quick Reports Report Layout Report Criteria Criteria Short Name The following fields are presented and allow configuration of the criteria Item Description Report Criteria Title Title of the report criteria Report Criteria Description Description of the report criteria being defined Choose to display All transaction results or either Accepted or Rejected transactions only Select which PTIDs to base the report upon Selecting no PTIDs Transaction Result PTID i will report on all PTIDs As above choose specific accounts to base the report on or Accounts leave the selection blank to include all accounts Card Schemes As above choose card schemes
25. eports are not tailored to meet their demands To overcome this the Create Reports option has been built To enable this functionality the user group the user belongs to must enable Create Reports under Transactions For instructions on this refer to 6 2 User Groups Selecting Create Reports from within the main Transactions option will take you to the following screen Quick Reports Report Layout Report Criteria Daily Daily Transaction Report Daily Template All Transactions Daily Template Weekly Weekly Transaction Report Weekly Template All Transactions Weekly Template Monthly Monthly Transaction Report Monthly Template All Transactions Monthly Template This provides a view of all the Quick Reports currently available To run any of these reports click Run Now or Generate CSV to produce the report in a file with comma separated values To edit an existing quick report the edit button is available to the left of the ID field and this will allow you to adjust the report layout To remove a Quick Report completely use the Delete button on the far right hand side of the screen Creating Editing a report Before creating a new report it is necessary to build the report layout and criteria Quick Reports Report Layout Report Criteria Layout Window Title Layout Description To view all existing layouts select Report
26. he top of the form and select Add To Merchant or Add To Customer to add that field to the layout Free text can also be typed into the voucher layout at any point as well as using the fields Click Refresh Preview to update the preview window with your new layout Once previewed click Save Details against each voucher type to save your changes For more information on voucher layout requirements please contact Implementations who will be able to offer further assistance and configure example layouts if required 4 4 Nectar Images Nectar images are only used for promotions and must conform to a certain format The image must be set to monochrome be 154 pixels high and the Width must be divisible by 32 but a maximum of 384 pixels Images must also be converted by Commidea into the appropriate file format Existing images will be shown in the table in WebCom Add New Nectar Image Fiter Image Name 7 Remove Filter Page Sze 20 e ID Image Name No records to display Please submit new images to Implementations for conversion The will then be sent back to you for uploading to your system using the Add New Nectar Image tool in WebCom ADD NECTAR THALE Imam Hama image Cancel Commidea Ocius amp ICP 2002 2007 Page 16 of 24 WebCom User Guide V3 3 July 2007 Once uploaded an image can then be assigned to a promotion at which point it will be printed on
27. icates Access to the WebCom service is via any Internet Browser Enter the following address to gain access to the system https www commideaweb com The first time you attempt to access the service it is likely that you will see a security warning similar to that shown below Security Alert x Information you exchange with this site cannot be viewed or fy changed by others However there is a problem with the site s security certificate A The security certificate was issued by a company you have not chosen to trust View the certificate to determine whether you want to trust the certifying authority The security certificate date is valid The security certificate has a valid name matching the name of the page you are trying to view Do you want to proceed Yes No This message is to inform you that the service you are attempting to access is using a secure certificate to provide 128 Bit SSL encryption that your system is not yet configured to trust The options available at this point are to accept the certificate on this occasion by pressing Yes press No to cancel your attempt to access the service or View Certificate to configure this computer to always accept this certificate in the future If using a public PC such as one in an internet Caf we would advise simply accepting the certificate on this occasion by pressing Yes However when using on your own computer where you ar
28. ission 8555000 Key Files Fonts egy F tTeuw 909000 Updater E Accounts Key Voses 9505000 Attached 02 00 02 21 Menu seme User Permission scsx Key Files Fonts Hospteity 5805000 Updste E By selecting the edit icon to the left of each device it is possible to change the terminal details enter additional information and make selections for terminal updates to one or more devices EDIT TERMINAL SETTINGS PTID PC107285 Terminal Type PCSECURA Terminal Name Terminal IP Current Version 02 00 02 21 Download Version Downloads Terminal Download This Terminal Accounts IIN Table Key Files Voucher f 5 5000 Attached C All System Terminals Menu 5 Software User Permissions Config 5 5000 Key Files Download Fonts Hospitality Nectar DL ETop Up SC5000 Updater ype C Force e Prompt Configuration Name Update Cancel Item Description PTID Terminal Name Current Version Download Version Terminal Type Terminal IP Menu Software User Downloads Downloads Downloads Permissions Downloads Config Downloads Voucher Downloads Accounts IIN Table Downloads Downloads Key Files SC5000 Downloads Attached SC5000 Downloads Updater Downloads Fonts Commidea Ocius amp ICP
29. l address for that user This can be up to 100 characters long The password can be anything from 6 to 50 characters long although we recommend make it as long as possible using a mixture of numeric and alpha characters for security purposes 6 2 User Groups User Groups allow for the configuration of the relevant level of access to any WebCom user and their default menu The default menu is the first page the user is taken to following a successful login Once a user group has been created select edit to make changes to that user s level of access EDIT WEBCOM USER GROUP SETTINGS User Group Name Default Admin Description Default Administration Group Default Menu Setup Users Please Note Move into the right list box all the accounts that you DO NOT want this user group to have access to Included Accounts Excluded Accounts Example Acc 1 Example Acc 2 Update Cancel It is also possible trom within this section of WebCom to limit the accounts that can be viewed by the User Group This is performed by moving any accounts you wish to exclude from their interactivity into the Excluded Accounts section Once you are happy with the changes press Update to confirm them Expanding the group using the will enable you to configure the menu permissions within WebCom for that group add Mee Grown v 8 User Group ID User Grow Mame Descri
30. llow blank Relerence Required Requires a reference to be entered before allowing to continue Refund Pin Required Is a PIN required to process a refund Refund PIN The refund PIN if enabled The default number of points to translate into the Cash Cash Equivalent Points Equivalent All transactions must then be a multiple of this value The cash equivalent value of those points Again all Cash Equivalent i i a a a transactions must then be a multiple of this value 4 2 Nectar Promotions The Nectar Promotions table allows a number of different promotional codes to be configured for use with this system Those promotions already contigured would be displayed here and can be changed using the edit function Alternatively a new promotion can be added When adding a new Nectar promotion Promotions are a great way of configuring specific transactions outside of the normal Nectar processing system The following options are available Commidea Ocius amp ICP 2002 2007 Page 14 of 24 WebCom User Guide V3 3 July 2007 ADD HEW HECTAR PROMOTION Framoton Forts Cnde De Esci Cancel Description 6 8 Characters Alphanumeric Unique Promotion Code Used to identity this promotion and reward ID from the terminal The name allocated to this promotion for identification purposes 10 Characters Alphanumeric Supplied by LMUK used to Promotion Code Promotion Name BOO identify this promotion
31. ly 2007 5 WebCom Functions Transactions The Transactions area of WebCom is for generating and exporting reports on card transactions excluding Nectar across the merchant system 5 1 EFT Report The EFT report can be used to generate a number of different transaction reports depending on the criteria selected It is possible to generate those reports using data from one some or all system accounts between any date and time ranges or even limited to specific terminals or users EFT Report Criteria Transaction Result Accepted Report Source Live Store PED User ID M All Report Summary Transaction Report C Operator PTID Terminal Name Selected PTIDs Note If no PTIDs are selected the report will be based upon all PTIDs Accounts Selected Accounts Example Acc 1 Example Acc 2 gt E Note If no account is selected the report vill be based upon all accounts From Date Time 27 06 2007 To Date Time 27 06 2007 00 oo oo 23 z 59 59 View Report Export to CSV file Description All Will list all transaction types Transaction Result Accepted Will only list successful transactions Rejected Will only list un successtul transactions Live Store All transactions recorded against this Report Source system account combination No other options are available at this time Summary Will show transaction total information Report pe Det
32. o enable integration via an RS232 Serial Connection instead Is an external Pin Pad attached to the master device e g VeriFone SC5000 attached to the 3750 Vx510 Swipe only transaction processing All Chip amp Pin functionality Swipe Only will be disabled Allow Pin Bypass attempts may be required for foreign Auth Timeout Allow Offline RS232 Flag External Pin Pad cardholders Auto Update Automatically check for updates at login Login ID used for logging onto the training server The value Training Login set here results in the User ID and User PIN both being this value Message displayed on the terminal when the PED sits idle PED idle message waiting for a transaction to be processed This replaces the READY message usually displayed Commidea Ocius amp ICP 2002 2007 Page 12 of 24 WebCom User Guide V3 3 July 2007 Cosy Sere Ening Example Cong 1 Lena areas Update Sarees hosi Sacer Lipdaba D7 135 7 234 183 bicat 1P 135 47 234 153 art z3005 pdea Port 79 Part 79 1 zo Lipdaba ESL Part Fer ML Bort jam IET or Line SEL oe Tralala Bases ip pana 10 2000 i Comrie ee 0 50 E E j zl Update Cancel 3 8 Terminal Contig Allocation Once a terminal configuration set has been added it can be applied to terminals in a number of ways Firstly select the saved contiguration set t
33. parts of the message are un encrypted making the transaction process slightly faster Full Default All messages are encrypted for maximum security this has a minor impact on speed Training Server Training IP The IP address for the training server The Non SSL Port used for non secure messages to the training server such as login logout commands Training Server Training SSL SSL port used for all secure messaging such as Port transaction processing Off Do Not Use SSL Encryption Only for use on local networks must not be used in conjunction with ICP Partial Only encrypts sensitive data such as card numbers but all other parts of the message are un encrypted making the transaction process slightly faster Full Default All messages are encrypted for maximum security this has a minor impact on speed Download Server Download The IP address for the download server Update Server Update IP Update Server Update Port Update Server Update Use SSL Host Server Port Host Server Host SSL Port Training Server Training Port Training Server Training Use SSL IP Download Server Download The port used for connecting to the download server on the Port configured IP address In seconds The amount of time allowed for an authorisation to complete before the terminal times out Default 60 seconds Allow offline transaction processing in the event of a network failure Disables IP socket based integration t
34. ption Heny Hame 4 m Aden Default Adminstration Group Liners H Firstly each of the main WebCom menus are listed It is possible to enable or disable them using the tick boxes to the right Commidea Ocius amp ICP 2002 2007 Page 22 of 24 WebCom User Guide V3 3 July 2007 For more detailed options select one of the menus by clicking on the symbol to its left This will display the sub menus as shown below Menu Enabled Ocus pee Accounts Enable IV Allow Insert M Allow Update IV Allow Delete M Account Permissions Enable V Allow Insert M Allow Update IV Allow Delete V Terminals Enable V Allow Insert M Allow Update IV Allow Delete M Terminal Users Enable IV Allow Insert V Allow Update IV Allow Delete V Terminal Permissions Enable Allow Insert Allow Update Allow Delete Terminal User Groups Enable V Allow Insert M Allow Update IV Allow Delete V Terminal Config Enable V Allow Insert V Allow Update IV Allow Delete IV Terminal Config Allocation M Allow Insert V Allow Update V Allow Delete V Select All It is now possible to enable or disable each sub menu and if enabled select if the user is allowed to Insert add new Update make changes to existing or Delete the records in that table We recommend making your selections and selecting Update All in the bottom right hand corner to apply your ch
35. rd Config Print Balance Enquiry Supplier Id Print Merchant Txn Redemption Methods By Points Vo Never bd oucner Print Customer Txn O By Monetary Value ae an Never b By Promotion Reference Not Required Refund Pin Required Refund Methods By Points Change Refund Pin 0999 Transactionid Cash Equivalent Points 500 By Promotion Cash Equivalent 2 50000 Update Description Supplier ID Provided by LMUK Identified Merchant 10 Characters Alpha By Points Redeem using points value Redemption Methods By Monetary Value Redeem using a monetary value By Promotion Redeem using Promotional codes only By Points Refund using points value Refund Methods By Transaction ID Refund using a previous Transaction ID By Promotion Refund using Promotional codes only Never Never print a Balance Enquiry Voucher Print Balance Enquiry Voucher Prompt Prompt to print a Balance Enquiry Voucher Always Always Print a Balance Enquiry Voucher Never Never print a Merchant Txn Voucher Print Merchant Txn Voucher Prompt Prompt to print a Merchant Txn Voucher Always Always Print a Merchant Txn Voucher Never Never print a Customer Txn Voucher Print Customer Txn Voucher Prompt Prompt to print a Customer Txn Voucher Always Always Print a Customer Txn Voucher Not Required No reference option will be available Optional Will prompt for a reference but a
36. rom the drop down list If this contiguration change is to be applied to all terminals then deselect By PTID and select All Terminals You can then hit Preview to view a list of all the PTIDs that will be affected by the Config Change and then click apply at the very bottom of the screen to confirm the allocation Alternatively select one specific terminal by having By PTID enabled and entering the PTID or selecting the PTID for the drop down list To ensure that desired current configurations are not overwritten it is necessary to click Preview to view a list of all the terminals chosen and the configuration currently allocated to the terminal You can then click Apply to assign the configuration set to the specified devices and mark them automatically for a Config Update This will then be downloaded to the device the next time a login is attempted or if a manual update check is performed Terminal Conf Alkecatken L X Belen ieam ligi Salar Eater Eu L Reno Commidea Ocius amp ICP 2002 2007 Page 13 of 24 WebCom User Guide V3 3 July 2007 4 WebCom Functions Nectar 4 1 Nectar Standard Config The Nectar Standard Contig screen allows Nectar card processing to be configured for this Merchant System Nectar settings cannot be account specific so must apply to all terminals in this estate regardless of what store they might be in Nectar Standa
37. scratch is achievable using Create New Quick Report on the main Quick Report screen A Quick Report Name and description of what the report produces are required then choose the report layout and criteria to assign to this report Quick Reports Report Criteria Report Layout Create your Quick Report Quick Report Name Daily Quick Report Description Daily Transaction Report Report Layout Daily Report Criteria All Transactions Daily Cancel Select to either Update or Save the settings to render the report available for use Commidea Ocius amp ICP 2002 2007 Page 21 of 24 WebCom User Guide V3 3 July 2007 6 WebCom Functions WebCom Setup This area is used to contigure ditferent WebCom user accounts and their associated level of access There is no limit on the number of WebCom users that can be allocated to any system although an e mail address can only be used once on WebCom If you have a requirement to manage multiple WebCom systems using one e mail address as the User name please see section 6 3 WebCom SuperUsers 6 1 Users The users section will list all users currently contigured It is possible to edit existing user details or add new users EDIT WEBLOM USER SETTINGS Email nddraas example demain com DENT My Password Your passwd MUST be a minimum of amp Alphatumari leng ihai Geoug Defauh Adman The user name must be a valid e mai
38. t System ID Once that has been completed you will only need your user name and password and you can select Existing Users from the landing page Here is the information required for registration for which you will need to select New Users System ID A numeric unique System ID that identifies the merchant details to access User Name The WebCom User name used to authenticate the user This is normally an e mail address Password The password associated with that user name Email address The email address you wish to use as your user name in future and of where the password for the account will be sent WebCom3 Beta Login System User Name 55 Password Email Address A NEW Password will be automatically generated for you and sent to the above Email Address This email address will also become your UserName Log In Any system can support multiple WebCom users each with their own level of access permissions This enables for example IT staff to be allocated access to the system configuration sections without being able to view financial detail and for finance staff to have the opposite level of access The admin login details are generated automatically when a new system is configured Your login details will be e mailed to you automatically If you have not yet received them please contact the merchant helpdesk for assistance Each user can be configured to have access to a default page so when
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