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ALL AP User Manual.book - Auric Systems International
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1. 5 Click on next to the directory you want to change to view a screen like the following Page I 46 CN Express AutoProcessor Chapter 4 Configuring and Testing the AutoProcessor Configuring Directories Set Import Directory to C Program Files CNIExpress_AP Import B CNIExpress_AP A 9 archive BatchImport O ClientData H Data O Decline Docs O Export Import Log v 6 Select your new directory 7 When you re finished click on 8 Continue changing directories or click on again to return to the main CN Express AutoProcessor screen Returning to Defaults To return to the defaults the directories in place after you install the AutoProcessor click on Default CN Express AutoProcessor Page I 47 Configuring Options Chapter 4 Configuring and Testing the AutoProcessor Configuring Options The AutoProcessor lets you decide whether to change general options relating to startup option order number generation and held authorizations whether to change the default file extensions and whether to use file polling Changing General Options 1 Click on Configure 2 Click on Options 3 Click on General to view a x Options General File Extensions Troubleshooting Startup Options M Start in Paused Mode Delete Unprocessed Single Transaction Entries from Queue Order Number Generation Next Generated Order Number 1 Set D
2. 5 INDEMNIFICATION We agree to indemnify you and hold you harmless from and against any claims actions or demands alleging that the Program infringes any United States patent trademark copyright or other intellectual property right of any third party registered with the United States Patent and Trademark Office However we shall have no obligation hereunder for or with respect to claims actions or demands alleging infringement that arise by reason of the combination of the Program or any part thereof with any items not supplied by us The foregoing indemnities are conditioned on prompt written notice of any claim action or demand for which indemnity is claimed complete control of the defense and settlement thereof by us and your cooperation in such defense 6 EXPORT CONTROLS You may not use the Program or applications incorporating Program components except in compliance with all applicable United States export laws and regulations 7 CHOICE OF LAW This license shall be governed and construed in accordance with the laws of the State of New Hampshire without giving effect to its conflicts of laws principles and the courts of which shall have exclusive jurisdiction over all disputes arising hereunder 8 ACKNOWLEDGMENT YOU ACKNOWLEDGE THAT YOU HAVE READ THIS AGREEMENT UNDERSTAND IT AND AGREE TO BE BOUND BY ITS TERMS AND CONDITIONS YOU ALSO AGREE THAT THIS AGREEMENT IS THE COMPLETE AND EXCLUSIVE STATEMENT OF AGREEMENT BETWEEN THE PA
3. Page II 10 CN Express AutoProcessor Chapter 2 Chase Merchant Services Processing Transactions 6 The AutoProcessor sends the transactions to Chase Merchant Services for settlement Another approach is to use the Capture Manager to capture and settle the individual Auth Hold transactions CN Express AutoProcessor Page I 11 Importing and Exporting Chapter 2 Chase Merchant Services Importing and Exporting Import Export File Formats The AutoProcessor ships with default import and export templates designed for Chase Merchant Services processing A sample CMS specific import file is also provided CMS txt When processing with Chase Merchant Services you should always e Format import and export files exactly the same e Provide an import export field for the Transaction Reference Key even if you re planning to use the Auth Hold and Ship processing method Having the same import export template format makes it easier to deal with any communication problems that occur during the settlement phase Configuring Import Files When you configure import files the Default Values screen allows you to choose the method you prefer for receiving transactions Three choices are provided under E Commerce e Non set channel encrypted the default you receive transactions through a secure method other than the SET standard e Secure SET you receve transactions using the SET standard e Non secure you recei
4. names to the columns For an explanation of all the fields available see the Field Reference under the main Help menu Click on Default to view el Configure Import 2 Fields Action Auth Code Columns with Data from sample txt sount Amount BillAddress FirstN ame 5240 1519 1015 1570 11 06 Authorized Amount 258 98 Linda Authorized Date 5191 4090 3756 0100 11 05 87 03 Harry AG 5191 4090 3756 0100 12 05 104 48 Carl BillAddress Address 5240 1519 1015 1570 09 05 78 50 Beth BillAddress Apt Billdddress Country Bill4ddress E mail i Import File Default Values After Import BillAddress HomePhone Billddres Poole Bratton Malone Salazar gt l BillAddress MiddleN ame Delimiter Options Billdddress WorkPhone oc Captured Date Tab First Row Contains Field Names Check Acct Type JV Fields Include Quotes Check Fraud C Class Erit MICY Style Settings CNX Order ID vati Comnet CO Other m J Expiration Date as YYMM Comment 2 I Read Merchant Alias from Comment 2 Clerk Comment 3 zl X Required Fields Default Layout Templates Cancel The AutoProcessor assigns its best estimate of the correct field name to each column 5 list then drag the name to the column To change a default field name click on a field name in the Fields If you place your selection over an existing column name for example replacing BillAddress wi
5. Paymentech approves it and the AutoProcessor sends the successful transaction to the external application The AutoProcessor also stores the successful transaction with the Transaction Reference Key Page II 32 CN Express AutoProcessor Chapter 4 Paymentech Orbital Gateway Processing Transactions 3 The external application must store the returned Auth Code as well as the transaction ID and account number with the successful transaction 4 Later on for example when the item becomes available for shipment the external application submits a Ship transaction that includes the Auth Code 5 The AutoProcessor matches the Ship transaction with the Auth Hold transaction and retrieves the Transaction Reference Key 6 The AutoProcessor sends the transaction to Paymentech for settlement Another approach is to use the Capture Manager to select specific transactions to be settled at the end of the day CN Express AutoProcessor Page II 33 Importing and Exporting Chapter 4 Paymentech Orbital Gateway Importing and Exporting CN Express CX 6000 AutoProcessor ships with default import and export templates designed for Paymentech Orbital Gateway A sample Paymentech specific import files is also provided PTECH txt Page II 34 CN Express AutoProcessor Chapter 4 Paymentech Orbital Gateway Understanding Limitations and Requirements Understanding Limitations and Requirements Limitations When process
6. 23 connecting with 7728 30 declining transactions 57 exports and 42 fraud checking 741 7 13 general information 1 imports and 718 721 137 operating requirements 76 terms used by 22 Processor settings 729 136 I 5 II8 I1 6 17 1724 1130 Purchase cards See Processing service Q Queue deleting file from 80 menu 28 using 778 179 R Read write privileges 45 REJECT directory See Directories Remote utility communication settings 29 135 Restore 89 S Screens Chase Merchant Services edit merchant information 6 Page III 28 CN Express AutoProcessor Index CN Express AutoProcessor merchant info 775 URL proxy J 8 Choose Destination Location 79 CN Express AutoProcessor main 14 27 CN Express AutoProcessor open 713 CNX Service Manager 64 Configure Directories 746 Configure Exported Files 742 7 15 Configure Import 738 39 153 1 10 Finished installation 712 FNMS PayFuse 16 Held Auth 783 Important Notes 12 License Agreement 10 Log 755 174 Main CN Express Viewer 67 Options File Extensions 751 752 Options General 48 Options Troubleshooting 52 Paymentech HTTPS Gateway merchant ID 7 726 settings 1 24 URL proxy 1 28 Ready to Install 710 Remote Utility Communications 35 Renew Maintenance Contract 187 Retry Settings 729 Select Components 79 Select Layout Template 10 Select Model Import File 738 J9 Select Program Folder 10 Set Next Order Number 50 Set Priority
7. AutoProcessor waits 10 seconds and tries again You can change this waiting time to any amount between second and 59 minutes 59 seconds Give Up After By default the AutoProcessor stops retrying after 15 minutes That is assuming the defaults it waits 10 seconds retries continuously for 70 seconds waits another 10 seconds retries continuously for 70 seconds and so on until 15 minutes are up You can change this deadline to any amount between 1 second and 59 minutes 59 seconds Retry Indefinitely If you don t want the AutoProcessor to give up click on this radio button The default is that the AutoProcessor does not retry indefinitely 9 Click on 10 Click on Page II 30 CN Express AutoProcessor Chapter 4 Paymentech Orbital Gateway Processing Transactions Processing Transactions Supported Transactions When configured to support Paymentech Orbital Gateway the Capture Manager supports the following transaction actions Action Description H C5 AUTH HOLD A C6 AUTHORIZATION S C C1 AUTHORIZATION AND CAPTURE CONDITIONAL DEPOSIT D CAPTURE F C5 FORCED CAPTURE VOICE AUTH R C3 REFUND Z CO SHIP CAPTURE AN AUTH HOLD V C2 VOID These transaction actions are supported for both Salem and PNS accounts Processing Options To process transactions using the AutoProcessor and Paymentech Orbital Gateway use any of the following methods e Perform one pass Authorization and Cap
8. Click on 7 When the file is processed and exported the file should disappear from the queue Also the on screen log should contain information like the following a Queue Held Auths er 02 Ci Information Exported 100 records in 8 46 seconds 11 82 records second fa QG Information Exported 25 Declines to C PROGRAM FILESSCNIEXPRESS_ Q Information Exported 75 Approvals to C PROGRAM FILES CNIEXPRESS Q Information Export Complete 22 Information Starting Export for Transactions Imported from C PROGRAM F G Information File samplebbd imp processed Ready for export G Information Submitting Transaction G Information Submitting Transaction ALAN ENLARRM Ci Infarmatian Quihraittina Trancachon 8 Check the following e Did you configure the AutoProcessor to place all transactions approved declined and rejected in the same EXPORT file If so use Windows Explorer to check that the EXPORT directory contains a file with a EXP extension In this example the import file was named samplebbd imp Therefore the EXPORT directory should have a file named samplebbd exp e Did you configure the AutoProcessor to split approvals from declines at export If so use Windows Explorer to check that the EXPORT directory contains a file with a OK extension samplebbd ok Also the DECLINE directory may contain a file with a BAD extension samplebbd bad if your process
9. Setting Up the AutoProcessor for Chase Merchant Services Chapter 2 Chase Merchant Services 2 On the Merchant Info tab set up each merchant account you have registered with Chase Merchant Services FDMS most users will have only one merchant account but some may have more than one e Clickon Fdt to change an exiting account e Clickon 494 to add an account In either case you ll view a screen like the following Enter the configuration information for this merchant below Merchant Number MID Alias Description Datawire ID DID SIC Code Serial Number SN QualCode AMEX SE Number Discover SE Number JCB SE Number Diners SE Number Carte Blanche SE Number Cancel 3 Fill in the following information all information is required unless otherwise noted Field Fill Out by Typing ALIAS A 4 character alias you can set up to refer to this merchant optional Page II 6 CN Express AutoProcessor CN Express AutoProcessor Chapter 2 Chase Merchant Services Field Setting Up the AutoProcessor for Chase Merchant Fill Out by Typing AMEX SE NUMBER Service establishment SE number supplied by American Express Amex CARTE BLANCHE SE NUMBER Service establishment SE number provided by Carte Blanche DATAWIRE ID DID The DID supplied by Datawire on behalf of CMS DESCRIPTION A description you can set up to help you remember this merchan
10. 0 2000 or XP with a minimum of 128 Mbytes of memory You should keep a minimum of 100 Mbytes of free disk space to ensure a long lived and trouble free installation Additional information about system requirements is available at www AuricSystems com Important Information Your processing service has its own minimum operating requirements Contact your processing service directly for more information Page I 6 CN Express AutoProcessor Installing the AutoProcessor Installing the AutoProcessor Installing the AutoProcessor Preparing for Installation The AutoProcessor requires an active TCP IP connection to process transactions at all times You may install CN Express Single User on the same computer with the AutoProcessor and or the management tools Once you switch to the live version you can t switch back to demo you have to completely uninstall and reinstall the AutoProcessor The AutoProcessor always automatically installs in the demonstration not the live version After you configure the AutoProcessor the way you want and practice using it you switch manually to the live version e With the demonstration version of the AutoProcessor transactions never go anywhere the demonstration version merely acts as if they did The demonstration version lets you try out the application and procedures without worrying about mistakes However you can t run the demonstration version on the same co
11. 1519 1015 1570 11 06 258 98 Linda Poole Records from 5191 4090 3756 0100 11 05 87 03 Harry Bratton the delimited 5191 4090 3756 0100 12 05 104 48 Carl Malone Authorized Date text file ANS 240 1519 1015 1570 09 05 78 50 Beth Salazar Batch ID BillAddress Address2 BillAddress Apt Import File Default Values After Import List of BillAddress Country os aaier Saeed names names Bila dress HomePhone Tab I First Row Contains Field Names marked with Billdddress LastN ame IV Fields Include Quotes an asterisk BillAddress MiddleN ame r meen ae Billdddress WorkPhone Siu ICV Style Settings a Captured Date J Expiration Date as YYMM Check Acct Type Other Check Fraud I Read Merchant Alias from Comment 2 Clerk Class fa 2 Required Fields Default Layout Templates Cancel Page I 38 CN Express AutoProcessor Chapter 4 Configuring and Testing the AutoProcessor Configuring Imports If you assigned an alias when you configured Merchant IDs then you must place the Comment 2 field name above the column that contains the alias Each record is a transaction The records in your text file appear nicely separated on the screen with the fields in individual columns But the fields are not identified All the columns are labeled unassigned 4 To format your file without templates you must first assign field
12. 3 1 33 value of held 783 Authorization and capture 782 1718 1732 B Backup 789 BAD file See Files BATCHIMPORT directory See Directories Button bar 27 Buttons overview arrows moving fields 743 7 17 default 739 143 1 8 keyboard shortcuts and 5 layout templates 8 710 CN Express AutoProcessor Page ITI 21 CN Express AutoProcessor Index pause 728 72 resume 28 72 Cc Capture Manager See Management tools Chase Merchant Services Also see Processing service configuring processor settings 5 I 8 Datawire and 774 defined 773 FDMS and 773 importing exporting 7112 13 merchant information 6 I77 system limitations and requirements 14 transactions processing 9 1 1 transactions supported 9 troubleshooting sending a file 7712 7713 URL Proxy connection Z7 Checks See Processing service Close batch or settle 723 114 Close the AutoProcessor 172 CN Express Single User I7 Configuration alias 77712 Also see Export files and Import files deleting held authorizations 50 demonstration version and 29 directories 745 7147 file extensions 50 file polling 51 ICV style files and 9 17I19 menu 28 Merchant ID 26 727 I2 preparing for 31 processor settings 36 5 8 I1 6 17 1724 1730 112 server port settings 35 testing 755 157 Credit cards See Processing service Currencies configuring 33 27 D Datawire Internet Protocol Network See Chase Merchant
13. 4 Read the license screen Print it if you like Click on to accept the license and to view a screen like the following Page I 8 CN Express AutoProcessor Installing the AutoProcessor Installing the AutoProcessor Choose Destination Location S x Setup will install the CNIE xpress AutoProcessor folder in the following directory To install to this directory click Next To install to a different directory click Browse and select another directory You can choose not to install CNIExpress AutoProcessor by clicking Cancel to exit Setup Destination Directory CAProgram Files CNIExpress_AP Browse Space Required 17438 K Space Available 883062 K lt Back Cancel The Space Required and Space Available figures let you know if you have enough space on your computer to install the AutoProcessor If you don t cancel the installation until you have enough space 5 Click on to view a screen like the following Select Components gt xj Select the components you want to install clear the components you do not want to install Components CNIExpress AutoProcessor Management Tools 7424 K Description CNIExpress CX lt 6000 AutoProcessor and documentation Details AutoProcessor can be run as desktop application or NT Service Space Required 17438 K Space Available 880944 K pred 6 Do one of the following e To install both the AutoP
14. 747 Setup select a processor 711 serial number and activation key 58 Software License Agreement 8 Welcome installation 8 Serial number 4 58 188 Server configuring connection information 17 27 30 configuring port settings 28 local service and 60 CN Express AutoProcessor Page III 29 CN Express AutoProcessor Index pause and resume information 74 proxy 1 8 1 17 1128 Service manager See Installation service manager Shut down See Exit the AutoProcessor Split approvals from declines 744 77 18 Status defined 779 T TCP IP connection 6 17 1114 122 II35 Technical support 74 188 Templates configuration 9 719 Tender 41 7713 Test configuration 755 157 service manager 766 167 Transactions delimited text file and 21 processed by AutoProcessor 18 20 processed transactions file 725 reference key Z9 1 13 1719 1732 status 179 tag 1725 Troubleshooting Chase Merchant Services sending a file 712 13 checking for extra file extensions 731 733 configuring directories 45 contacting Auric Systems International 88 contacting system administrator before running as a service 60 deleting a file from a directory 90 deleting a file from the queue 80 duplicating file extensions 50 duplicating file names 25 file polling 51 help menu 28 improperly formatting records transactions 18 maintaining exclusive access to files 71 maintaining TCP IP connection 7 Paymentech installation I
15. AUTOPROCESSOR INSTALLATION CONFIGURATION AND OPERATION Chapter 1 Welcome to the AutoProcessSOT sssee 1 1 Using this Mania o lt 3i21 4 lt c0cdsteieutied tiat oa aiSia I 2 Printing This Manual 3 3 2 lt csisseetesaieesecnigesadecessbtvcnqetnsdudarssteceains 1 3 Contacting Auric Systems International ccceeeeeseeeseeeees 1 4 Chapter 2 Installing the AutoProceSSOl 00ssssese l 5 Minimum and Recommended System Requirements 1 6 Installing the AUtOProcessor eeccecsceesseceeceesceesceceeceeeeeeeeeesees I 7 Starting the AutoProcessor the First Time As an Application I 13 Uninstalling and Reinstalling the AutoProcessor e I 15 Chapter 3 Understanding the AutoProcessor 1 17 What Does the AutoProcessor Do eecesceteeneeereeeeeeeeeneees 1 18 Understanding Delimited Text Files cece ceeceeseeseeeteees 1 21 Understanding AutoProcessor Terms cccccesceeeeeeeseeeteees 1 22 Understanding the AutoProcessor Sereen eeeeseeeeereeeeees 1 27 Chapter 4 Configuring and Testing the AutoProcessor I 29 Preparing for OM MOUTAtiON a codecs eGovnsatsaideccites Sleccuse dasnee si Sdaat sae I 31 Configuring Remote Utility Communication Settings 1 35 Configuring Processor Settings ccccceescceseeeeseeetseetteeeteeeees 1 36 Configuring Imports esc tects deze siecve estes Aetna iad shatedete ccna 1 37 Configuring
16. Archive Complete i Archived 20 records entered on or before 8 26 02 to file C PROGRAM FILESSCNIEXPRESS_APMrchive20020826 CNA 7 Click on The AutoProcessor archived all transactions processed on or before the date you chose CN Express AutoProcessor Page I 77 Viewing the Queue Chapter 6 Operating the AutoProcessor Viewing the Queue The AutoProcessor queue lists imported files currently in the AutoProcessor system The queue describes each imported file and tells you its status ready for processing Queued currently processing Processing or ready for export Completed When all the transactions in the file have been exported to your external application the file disappears from the queue Click on the Queue tab to view ke CNIExpress AutoProcessor PAUSED Ioj x File Queue Configure Help Log Queue Held Auths Sete este ne Pee ee o 5 C PROGRAM FILES CNIEXPRESS_AP n 10008 C PROGRAM FILESSCNIEXPRESS_AP In Queued yo 6 60 3 8 22 02 1 09 22 PM C PROGRAM FILESSCNIEXPRESS_APSIn Queued 100 3 8 22 02 1 10 15 PM Server is PAUSED Resume Server Paused Z If the full column names aren t showing for example if you see Sta instead of Status click on the bar after the File column and drag it left Log Queue Held Auths Page I 78 CN Express AutoProcessor Chapter 6 Operating the AutoProcessor Viewing the Queue The columns on the Queue
17. CN Express AutoProcessor Index CN Express AutoProcessor screen 774 175 M Maintenance 86 87 Management tools Capture Manager and Viewer Held Auths 719 82 179 711 1720 133 installing 10 log screen viewing 7 75 manual 73 purpose 71 queue 179 testing service 766 transactions viewing and archiving 776 uninstalling 715 Menus Configure 728 File 727 Help 728 keyboard shortcuts and 3 Queue 28 Merchant alias 12 Messages 127 MOTO mail order or telephone 41 7 13 N NABANCO See Chase Merchant Services O Open the AutoProcessor 713 Options configuring 730 748 152 P Password ADMIN 765 entering at startup 765 use of 8 PayFuse Also see Processing service configuring processor settings 716 J 17 First National Merchant Solutions FNMS and 7715 importing exporting 7 21 system limitations and requirements 22 transactions processing 18 20 CN Express AutoProcessor Page III 27 CN Express AutoProcessor Index transactions supported 18 URL Proxy 17 Paymentech Also see Processing service configuring processor settings 7724 30 importing exporting 1 34 system limitations and requirements 35 transactions processing 3 1 33 transactions supported 31 URL Proxy 127 1130 Print CN Express AutoProcessor manuals 3 Priority defined 779 Processing service Also see Chase Merchant Services PayFuse and Paymentech authorizations 82 184 automatic settlement by
18. Click on Configure 2 Click on Exports to view x Available Fields Fields to Export Activity Date A Authorized Amount gt Exp AN Authorized Date BillAddress LastName AVS Amount AVS Message gt Action X Batch ID Status BillAddress Address1 Auth Code BillAddress Address2 lt Result Code a4 BillAddress Apt BillAddress City BillAddress Country gt y PA E ee Delimiter Options J Export Field Names in First Record Tab P Include Quotes Around Each Field Comma IV Export Unmasked Account Numbers C Other E IV Split Approvals from Declines ICY Style Settings Export IC Style Response Field As Second Line J Include AVS Response Code in ICV Style Response J Export Expiration Date as YYMM Default Layout Templates Cancel i 3 Click on _bayeut Template to view Select Layout Template x ICV Style All Fields ICY Style All Fields Tab Delimited ICV Style All Fields w o Quotes ICY Style Base Fields or Versions lt 2 0 ICV Style Base Fields or Versions lt 2 0 Tab Delimited ICV Style Base Fields or Versions lt 2 0 w o Quotes ICV Style w AVS ICY Style w AVS Tab Delimited ICY Style w AVS w o Quotes Gk Cancel CN Express AutoProcessor Page III 15 Configuring Exports with Templates B ICVerify ICV Style Files The templates listed come with the AutoProcessor Each template has a slightly different selection and arrangement
19. Exports sesessseessessesseossessrsseoseossossesseossessesseesseese I 42 Configuring Directories ais cedescads sacs avesssnescsihaeenncdae nenanaedvdeendecanee 1 45 Configuring Options s2scces ct ansveiscsecnateas lets ee paunen idee 1 48 Configuring an Import File That Isn t Typical eee 1 53 Testing Your Configuration ccccccecsceesseceseceeeeesseeeeeeteenees I 55 Switching from Demo to Live y ccacccscedesssaccestsaendascesdetiirseches I 58 Chapter 5 Running the AutoProcessor As a Service 1 59 Establishing a Log On Account for the Service eee 1 60 Setting Up and Changing Remote Directories 0 0 0 1 63 CN Express Page i Table of Contents CN Express AutoProcessor Installing as a Service wesc cavers cia dacs Aasdoes Geis na iedebtesiie aahaae 1 64 Testing THE SCIVICE 2k cexssszsicesoeaspiasazsavesaeneRagrasbans ETA SER aAA 1 66 Removing as a Service lt a sietetsotecacstavdeeatt taaienet ae aeteonr erties 1 68 Chapter 6 Operating the AutoProceSSOF ar 1 71 Pausing Closing and Exiting the AutoProcessor 00 I 72 Understanding the Events Log ies wisecd casts codoestetdeeiatadnebandess 1 74 Archiving the Processed Transactions File ce eeeeeeeseeees 1 76 Viewing THE OUCH Gs siresses nature aaiaushans SNe ee aaa Sagi eeapst 1 78 Deleting a File That s Currently in the Queue eee 1 80 Viewmg Held Aths das Saca iat e Seastuie Geont ia co Oasis a I 82 Chapter 7 Maintain
20. Services DECLINE directory See Directories Page III 22 CN Express AutoProcessor Index CN Express AutoProcessor Defaults action 41 J13 Chase Merchant Services E commerce 12 currency 33 1 27 delimiter 744 directories 724 145 147 fields for export 742 I 16 fields for import 739 711 fraud checking 741 7 13 not typical file and 753 options for import 740 7 12 PayFuse server connection 17 Paymentech server connection 7728 30 remote utility communication settings 35 server port settings 35 table layout 43 values for import 740 741 17712 1113 Delayed capture deposit 82 84 Delimited text file typical 37 AutoProcessor looks for 25 contents of 21 defined 18 import 720 125 137 138 I71 IIT10 not typical 53 Delimiter choosing for export files 744 77 18 choosing for import files 740 7712 comma 753 tab 740 Demonstration version 7 127 129 58 Directories ARCHIVE 22 176 BATCHIMPORT 20 25 CN Express_AP 89 configure 729 DECLINE 719 756 1 13 default 23 24 45 deleting files 790 EXPORT 19 20 123 144 156 1 18 files found in each type 724 IMPORT 718 20 125 133 158 location of 759 CN Express AutoProcessor Page III 23 CN Express AutoProcessor Index LOG 125 159 I75 priority 779 read write privileges to 746 60 REJECT 718 26 156 remote 63 testing 755 157 Division number 26 E E commerce 41 I 12 17 13 Exit the Aut
21. cisinecei aah ateniesauaasaes I 34 Understanding Limitations and Requirements c eee I 35 Page ii CN Express AutoProcessor CN Express AutoProcessor Table of Contents PART Ill APPENDICES AND INDEX Appendix A Keyboard Shortcuts cceeseeeeeeeeeeeeee Ill 3 Appendix B ICVerify ICV Style Files sssceeee IIl 7 Preparing for Configuration cccccccecceeseeteeeteceteeeeeeeeseees II 8 Configuring Imports with Templates 20 0 0 ce eeeeeeeeeeeeeeees I 9 Configuring Exports with Templates 00 00 00 eeceeeeeeeteeeeeeee M 15 ae C e a E A een nen Ill 21 CN Express AutoProcessor Page iii Table of Contents CN Express AutoProcessor Page iv CN Express AutoProcessor Part I AutoProcessor Installation Configuration and Operation Chapter 1 Welcome to the AutoProcessor Thank you for selecting CN Express AutoProcessor to automatically manage your credit card purchase card and check transactions The AutoProcessor connects you directly with your credit card purchase card and check processing service The AutoProcessor offers the following features E Two management tools e Automatically communicates with an external application and accompany the your processing service to process credit card purchase card or AutoProcessor The heck t ti Viewer lets you view and cneck transacuons summarize the Ar g 5 AutoProcessor s activity e Handles text files conta
22. clicking on File then Exit or remote computer aren t remove the service if the AutoProcessor is installed as a service automatically uninstalled but they won t operate 2 Open Windows Explorer without the AutoProcessor 3 Under Program Files delete the entire CN Express AP directory To reinstall the AutoProcessor use the installation procedure described earlier in this chapter CN Express AutoProcessor Page I 15 Uninstalling and Reinstalling the AutoProcessor Installing the AutoProcessor Page I 16 CN Express AutoProcessor Chapter 3 Understanding the AutoProcessor The AutoProcessor automatically sends transactions to your processing service This chapter explains how the AutoProcessor handles each transaction defines important terms used throughout this manual and describes the main CN Express AutoProcessor screen In the next chapter you ll use this information to set up the AutoProcessor so that it receives formats and sends transactions in the way you want CN Express AutoProcessor Page I 17 What Does the AutoProcessor Do Chapter 3 Understanding the AutoProcessor What Does the AutoProcessor Do A delimited text file is a simple ASCII text file information in the file is separated by a delimiter such as commas or tabs The AutoProcessor works with applications that create delimited text files However the applications don t have to be running on the same compu
23. contract or call Auric Systems International CN Express AutoProcessor Page I 87 Troubleshooting the AutoProcessor Chapter 7 Maintaining and Troubleshooting Troubleshooting the AutoProcessor If you need to contact Auric Systems International please copy down any error messages you received and keep notes on what happened before and after the trouble started This information will help us solve your problem quickly To contact technical support for the CN Express AutoProcessor Phone 603 924 6079 E mail support AuricSystems com Web Site www AuricSystems com Please have your serial number handy The serial number and activation key were e mailed to you Once you switch to the live AutoProcessor you can also find your serial number and activation key under the Help menu 1 Click on Help 2 Click on About 3 Scroll down to Serial Number and then Activation Key 4 Write down the numbers 5 Click on to leave the Help menu Your problem might involve the external application or your processing service Contact your processing service directly Page I 88 CN Express AutoProcessor Chapter 7 Maintaining and Troubleshooting Backing Up and Restoring the Data Base Backing Up and Restoring the Data Base You should back up the AutoProcessor data base regularly To back up 1 Pause the AutoProcessor 2 Using Windows Explorer look under Program Files to find the CNI Express_AP direc
24. either the EXPORT or DECLINE directory Within each record the LastActionSucceeded field contains a 0 false reject See Close batch or settle above Page I 26 CN Express AutoProcessor Chapter 3 Understanding the AutoProcessor Understanding the AutoProcessor Screen Understanding the AutoProcessor Screen The main CN Express AutoProcessor screen contains four parts If you re using the demo AutoProcessor the word DEMO appears under the e Menu bar AutoProcessor logo on i the screen e Main window e Button bar e Message bar Menu bar Type 9 30 2002 1 18 50 PM Information Server Paused 9 30 2002 1 18 50 PM lt i Information Server Paused at 9 30 2002 1 18 49 PM 9 30 2002 1 18 34 PM lt Information Database tables verified 9 30 2002 1 18 33 PM lt 5 Information Server Started at 9 30 2002 1 18 33 PM Server is PAUSED Main window Button bar Message bar P Server Paused P Some of the menus may not be available until you pause the AutoProcessor for example you can t configure while the AutoProcessor is working The following table describes the menus Click on This To Select from These Tasks Menu File Archive files Recover files Close the AutoProcessor window Exit the AutoProcessor CN Express AutoProcessor Page I 27 Understanding the AutoProcessor Screen Chapter 3 Understanding the AutoP
25. entries made before or on this date will be removed from CN Express AutoProcessor and written to an external file This will reduce size requirements for the database but activity reports will no longer include these records These records will be archived to the following file C PROGRAM FILES CNIEXPRESS_APArchive 20020826 CNA Click OK when you are ready to continue or Cancel to cancel Cancel Page I 76 CN Express AutoProcessor Chapter 6 Operating the AutoProcessor Archiving the Processed Transactions File The AutoProcessor automatically creates a name for the archive If you archive more than file based on the Archive Date For example 20020826 CNA is the once on the same day a s EAO ESE we file name for the archive that includes transactions completed on or consecutive number before 2002 in August 08 and on the 26th day 20020826 CNA 20020826_001 CNA 4 Select a cutoff date Archive Date for the part of the processed transactions that will be archived Do one of the following e Type a date in the Archive Date box including the slashes e Orclick on to view a calendar and select a date e Or keep the default date which is 30 days earlier than today s date For example if today is August 10 the default date is July 11 5 Click on to start the archive 6 Wait After a while you ll see a message like the following CNIExpress AutoProcessor i
26. large batch During import configuration the files come up with the following default fields account number expiration date amount billing address first name billing address last name billing address street address billing address city billing address state and billing address zip code plus two unassigned fields Cust001 and Inv001 1 Click on Configure 2 Click on Imports to view a screen like the following CN Express AutoProcessor Page I 37 Configuring Imports Chapter 4 Configuring and Testing the AutoProcessor Select Model Import File a 21x Look in I Import gt e mg Ea ICV _AllFields txt gt one txt History sample txt small txt Desktop My Documents g EN My Computer was OE My Network P File name Files of type Text files txt csv imp v Cancel Z 3 Double click on a text file one that can serve as an example for setting up the rest of your text files For this example double click on sample txt which is a file supplied with the AutoProcessor You can configure imports using a file with an TXT or CSV or IMP extension but for actual processing the AutoProcessor only accepts files with a IMP extension The file you choose to work with appears on a screen like the following Column name Fields Columns with Data from sample txt a unassigned unassigned unassigned unassigned 40
27. listed in their original order in the Fields to Export box click on Default CN Express AutoProcessor Page I 43 Configuring Exports Chapter 4 Configuring and Testing the AutoProcessor 5 Ifnecessary change the defaults under Delimiter and Options Delimiter Options Tab I Export Field Names in First Record T Include Quotes Around Each Field C Comma IV Export Unmasked Account Numbers Other _ IV Split Approvals from Declines Step 6 and Step 7 describe the choices offered in each box 6 Click on a radio button to choose a Delimiter The default delimiter is a tab 7 Click on any of the choices under OPTIONS If You Keep the Default the If You Change the Default the Option AutoProcessor AutoProcessor Export Field Names in Doesn t show the field Shows the field names for First Record Thames for the fields you M the fields you selected at selected at Step 3 Step 3 Include Quotes Omits quotes around field Places quotes around fields Around Each Field E names M Export Unmasked Exports the full account Exports only the last four Account Numbers Mi number E digits of the account number Split Approvals from Places approved transactions Places all transactions Declines M ina OK file in the EXPORT B approved declined and directory and declined rejected in a single EXP rejected transactions in a file in the EXPORT BAD file in the DECLINES directory directory 8 Wh
28. of columns 4 Click on the template you prefer For this example ICV STYLE ALL FIELDS is chosen 5 Click on to view Configure Exported Files E Available Fields Fields to Export Activity Date Authorized Amount Authorized Date Action Comment 2 Comment 1 la la le ly oF Kk be AVS Batch ID Amount Billddress Address2 BillAddress ZipCode BillAddress Apt BillAddress Address1 BillAddress City Tax BillAddress Country CCID BillAddress Email x Auth Code LEELEE dee we ie BR eee Delimiter Options C Tab J Export Field Names in First Record JV Include Quotes Around Each Field Comma JV Export Unmasked Account Numbers C Other J Split Approvals from Declines ICY Style Settings JV Export IC Style Response Field As Second Line JV Include AVS Response Code in ICV Style Response J Export Expiration Date as YYMM Default 6 There are two main boxes on the Configure Exported Files screen Available Fields and Fields to Export Based on the type of ICV style template you chose certain default fields appear in the FIELDS To Export box You may want to change or add to these fields For example if you add the Response Text field you ll be able to see why the processing service declined a transaction That information may tell you how to fix your import configuration to reduce the number of declines Page III 16 CN Express AutoProcessor B ICVerify ICV Style F
29. of the choices If You Keep the Default the AutoProcessor If You Change the Default the AutoProcessor Export ICV Style Doesn t export the ICV style Exports the response field Response Field As response field M You must check mark if Second Line you want to include the AVS response code Include AVS Omits AVS response code Exports AVS response code Response Code in M inthe response line ICV Style Response Export Expiration Exports dates in the form Exports dates in the form Date as YYMM Iv MMYY for example 03 02 would be March 2002 click on YYMM for example 03 02 would be February 2003 12 When you ve configured your export files the way you want them CN Express AutoProcessor Page III 19 Configuring Exports with Templates B ICVerify ICV Style Files Page III 20 CN Express AutoProcessor Index A Account number 44 Actions 22 141 IIS 1113 Activation key 74 158 88 Alias 17 12 Application See Installation installing the AutoProcessor Archive 722 124 125 I76 I77 Auric Systems International contact phone e mail web site 4 88 home page 4 performing recover operation 91 recommendations 7 135 137 141 159 180 1714 1729 I4 Authorization abbreviation for 22 II Chase Merchant Services and 9 1 1 delete 750 held 71 719 720 150 157 182 184 longest held 783 number of held 783 PayFuse and 18 20 Paymentech and
30. on one computer and at least one of its directories is on another remote computer As described in this chapter to run the AutoProcessor as a service you must complete the following procedures in order e Establish a log on account for the service if necessary Set up folders e Install as a service e Test the service This chapter also describes how to remove the service CN Express AutoProcessor Page I 59 Establishing a Log On Account for the Service Installing the AutoProcessor Establishing a Log On Account for the Service You should talk to your System Administrator before you create users grant access permissions or run as a service Local Service Remote Service XP Professional You many need a log on account if you need special privileges for remote or local configuration In that case you must establish the log on account before you install the AutoProcessor as a service If all your directories including import export archive and reject are on the same computer as the AutoProcessor the service can run as the System Account If you don t need a special account the server will log on to the local system account by default If you place even one directory on a remote computer you need a user account that serves as the Log On As account for the service That user account must have read and write privileges for the directories and the files in the directories You must crea
31. on the Settings tab to view Page II 24 CN Express AutoProcessor Chapter 4 Paymentech Orbital Gateway Setting Up the AutoProcessor for Paymentech o Paymentech HTTPS Gateway SAX Settings Merchant IDs URL Proxy Bin 000001 Salem Terminal ID jo Time Zone E astem o Installation ID 200 Cancel 2 Enter the Bin and Terminal ID provided by Paymentech Under Bin you have two choices processing at Salem 000001 or processing at PNS 000002 These choices are provided by Paymentech 3 Select your Time Zone e 4 At Installation ID enter any three digit number you like any number If you re running multiple between 000 and 999 CN Express products for R example both the The AutoProcessor uses the installation ID as part of a unique MutoProcgssorand ingle transaction tag submitted to Paymentech This unique tag helps User or two copies of the opa j is te 5 AutoProcessor you distinguish between submissions so that Paymentech doesn t must enter a unique mistakenly identify two submissions as duplicates installation ID for each product you install If you re only running one CN Express product the installation ID is optional otherwise it s required Configuring Merchant IDs The information under the Merchant IDs tab is used later on when you configure import files During import configuration the merchant or division IDs and their associated d
32. rejected External transactions BAD then export the OK file application reads export file Page I 20 CN Express AutoProcessor Chapter 3 Understanding the AutoProcessor Understanding Delimited Text Files Understanding Delimited Text Files The external application sends information about transactions in a delimited text file The file may contain information about one transaction or thousands Each single transaction is called a record for example Record 1 below shows a sale transaction of 258 98 to credit card number 5240 1519 1015 1570 which has an expiration date of November 2003 Each item of information within the record is a field for example the amount of the sale 258 98 is one field and the expiration date of the credit card 11 03 is another field Each field is separated by a delimiter usually a tab and is usually surrounded by quotes A typical delimited text file looks like this Field everything inside quotes Delimiter tab Quotation mark Record 1 B 5248 1519 1815 15768 11 63 258 98 Linda Poole Record 2 S494 46990 3756 0100 141702 87 03 Harry Bratton y 5191 4090 3756 0108 127 02 104 48 Carl Malone You set up the AutoProcessor s import files including delimiter and types of fields to match the requirements of your processing service You also set up the export files to match the requirements of your external applic
33. screen give you the following information Column Information File The name of the imported file in the queue Status Whether the transactions in the file e Are ready for processing Queued e Are being processed includes sending the transaction to the processing service and receiving the response Processing e Are all returned from the processing service but not yet exported Completed Items The total number of items in the file one transaction or thousands Submitted Items The number of items that have been submitted for processing so far Priority Assigned as files are imported files containing a single transaction receive priority 1 files from the IMPORT directory receive priority 3 files from the BATCHIMPORT directory receive priority 4 priority 2 is for internal use only Queued The date and time when the file was placed on the queue The queue can also be viewed with the AutoProcessor Viewer CN Express AutoProcessor Page I 79 Deleting a File That s Currently in the Queue Chapter 6 Operating the AutoProcessor Deleting a File That s Currently in the Queue If you re using the demonstration version of the AutoProcessor then deleting a file has no real effect on transactions As a last resort if something is wrong with a file you can delete it from the queue before all the transactions are submitted to your processing service Auric Syst
34. 2 are logged to cnxap_ 20020809 log You might want to remove the oldest log files periodically to conserve space on your hard drive CN Express AutoProcessor Page I 75 Archiving the Processed Transactions File Chapter 6 Operating the AutoProcessor Archiving the Processed Transactions File The AutoProcessor keeps track of processed transactions including information about the amount and type of transaction and similar details depending on your processing service This information is kept in an internal file which is used to construct summaries and summary charts for the AutoProcessor Viewer You may archive past entries in this file When the AutoProcessor archives it copies transactions from the internal file to an external text file then deletes those transactions from the internal file The external file has a CNA extension and is stored in the ARCHIVE directory Once transactions are archived they re no longer available for summaries using the AutoProcessor Viewer For more information see the AutoProcessor Management Tools manual To archive the processed transactions 1 If you are using any management tools either Capture Manager or Viewer shut them down first If the management tools are running either locally or remotely when you archive they immediately lose their connection 2 Click on File 3 Click on Archive to view Archive Activity Logs Ed Archive Date 16 26 02 The activity log
35. 78 179 reject 720 124 126 156 sample txt for configuration 737 138 155 small txt for configuration 737 split okay and bad 719 720 123 124 142 144 156 I 18 testing configuration of 755 157 First Data Merchant Services FDMS South See Chase Merchant Services First National Merchant Solutions FNMS See PayFuse Fraud checking 741 7 35 13 H Held authorization See Authorization CN Express AutoProcessor Page III 25 CN Express AutoProcessor Index Help See Auric Systems International and Troubleshooting l ICV style files 779 1119 Import files Also see Delimited text files Also see Directories IMPORT checking extension 32 33 configuring 729 137 141 153 158 12 defining 25 deleting 720 741 7714 extension 724 150 ICV style 779 7 4 naming 124 56 processing 18 queuing 78 rejecting improperly formatted 20 saving as a done file DNE 718 720 125 41 157 114 Installation installing the AutoProcessor 7 12 reinstalling the AutoProcessor 15 removing service 68 service manager 60 65 system requirements 6 TCP IP connection 77 uninstalling the AutoProcessor 15 Installation ID 7 25 IP address 735 K Key Transaction Reference 9 1713 1 19 1732 Keyboard shortcuts buttons Z5 menus 3 L Layout templates See Templates Live version switching to 729 158 Log Also see Directories LOG event log 25 175 extension 24 location of 759 Page III 26
36. Authorization transaction to the AutoProcessor 2 The AutoProcessor sends the transaction to Chase Merchant Services who authorizes it Then the AutoProcessor sends the authorized transaction to the external application 3 The external application must store the returned Transaction Reference Key with the authorized transaction This key contains CN Express AutoProcessor Page II 9 Processing Transactions Chapter 2 Chase Merchant Services If the external application can t store the Transaction Reference Key the merchant should use the Auth Hold and Ship method described below Auth Hold and Ship The Ship transaction looks for a match in the Auth Hold transaction for the following fields Transaction ID Account Number and Auth Code The Amount of the Ship transaction must be less than or equal to the authorized amount 4 specific information required by your processing service to later capture settle the transaction The Transaction Reference Key may contain up to 100 alphanumeric characters At the end of the day the external application submits a file containing all the transactions to be settled that day The file contains the credit card number the dollar amount and the Transaction Reference Key value The transaction type is Sale D The end of day settlement file may also contain Refunds and any Offline Voice sometimes called Force transactions In this approach the AutoProces
37. C path to the folders on the remote machine 7 Click 8 Click on File 9 Click on Exit To change directories in the future you must first use your user name and password to log on to the computer where the AutoProcessor is installed Stop the service through the Windows Control Panel that action automatically shuts down the AutoProcessor Do not reboot Re open the AutoProcessor as an application make the changes you want and then re start as a service CN Express AutoProcessor Page I 63 Installing as a Service Installing the AutoProcessor Installing as a Service If you want to run the AutoProcessor as a service local or remote you must specifically select that option but you can do that at any time Auric Systems International strongly recommends that you first configure your system as an application then install as a service later If you haven t installed the AutoProcessor on a computer if the computer contains only the Management Tools the service manager wont be available on that computer To install the AutoProcessor as a service 1 Click on AStart 2 Click on Programs 3 Click on CNI Express AutoProcessor 4 Click on CNX Service Manager to view LIBIxi Service Path shows you where your directories Service Name CNXAP are located the Service Path C Program Files CNIExpress_AP cnxap exe l Processor Status Uninstalled automatically fills in this Optional recom
38. CN Express AutoProcessor Version 3 6 PS2000 Compliant Federally Approved AES Encryption Auric systems international P O Box 458 sales AuricSystems com Peterborough NH 03458 support AuricSystems com 603 924 6079 www AuricSystems com Copyright 1994 2003 by Auric Systems International All rights reserved CN Express is a registered trademark of Auric Systems International Windows is a trademark of Microsoft Corporation IC Verify is a trademark of IC Verify Inc All other product names are trademarks of their respective owners License Agreement 1 LICENSE You have the non exclusive right to use the following CN Express AutoProcessor program and documentation Program This Program may only be used on the number of computers licensed by you You may physically transfer the Program from one computer to another provided that the Program resides on only one computer at a time for each Program license YOU MAY NOT USE COPY MODIFY DECOMPILE REVERSE ENGINEER TRANSFER OR DISTRIBUTE THE PROGRAM OR DOCUMENTATION EXCEPT AS EXPRESSLY PROVIDED IN THIS LICENSE AGREEMENT 2 BACKUP AND TRANSFER You may make copies of the Program solely for backup purposes If you do so you must reproduce and include the Program s copyright notice on each backup copy You may transfer this license to another party provided the other party agrees to these terms and conditions If you transfer the license you must simultaneously transfer
39. D 7 25 preparing for configuration 731 733 starting the first time 13 switching from live to demo 58 testing the service 766 167 testing your configuration 55 57 Page III 30 CN Express AutoProcessor Index CN Express AutoProcessor U Uninstall AutoProcessor 715 remove as service 68 69 Unmasked account numbers 44 18 V Viewer See Management tools Ww Warnings See Troubleshooting Windows Explorer 756 181 189 CN Express AutoProcessor Page III 31 CN Express AutoProcessor Index Page III 32 CN Express AutoProcessor
40. G Information Submitting Transaction 8 22 02 1 10 05 PM G Information Submitting Transaction 8 22 02 1 10 04 PM G Information Server Resumed at 8 22 02 1 10 04 PM 8 22 02 1 09 55 PM Q Information Server Paused 8 22 02 1 09 55 PM G Information Server Paused at 8 22 02 1 09 53 PM 8 22 02 1 09 52 PM G Information Submitting Transaction 8 22 02 1 09 49 PM G Information Submitting Transaction 8 22 02 1 09 49PM G Information Server Resumed at 8 22 02 1 09 49 PM A gt z Resume Server Paused 7 Page I 74 CN Express AutoProcessor Chapter 6 Operating the AutoProcessor Understanding the Events Log The columns on the Log screen give you the following information Column Information Time The date mm dd yy and time hh mm ss when the event occurred Type The type of event Information such as submitting transaction Warning such as Rejected 20 Records or Error such as error connecting to host Event A detailed description of the event The Log screen can also be viewed with the AutoProcessor Viewer The Log Files The entire log file not just the 200 most recent events is stored in the LOG directory and has a LOG extension The AutoProcessor creates a new file beginning at midnight on every day that it runs For example all the operating events that occur during August 4 2002 are logged to cnxap_20020804 log and all the events that occur during August 9 200
41. Paymentech Orbital Gateway ld Paymentech HTTPS Gateway BAX Settings MerchantIDs URL Proxy Host URL l Use HTTPS Proxy Server Server Connection J Timeout if No Response In 1 10 Minutes Seconds Cancel 2 At Host URL enter the URL You must type https before the URL 3 Paymentech may provide a connection port number If you receive a connection port number type a colon after the URL then type the port number for example https urlfrompaymentech 111 4 If you are connecting through a proxy server ask your company s network administrator you must click on the Use HTPS Proxy Server box to add a check mark 5 Ifthe Use HTTPS Proxy box is check marked fill in the following e Address proxy server address e Port proxy server port e Proxy User proxy server user e Proxy Password proxy server password 6 Change the default Server Connection information if necessary If the AutoProcessor can t immediately connect to your processing service this information determines a how long the AutoProcessor keeps trying Timeout whether the AutoProcessor tries again Retry Connection how long the AutoProcessor waits before retrying Settings and when the AutoProcessor gives up Page II 28 CN Express AutoProcessor Chapter 4 Paymentech Orbital Gateway Setting Up the AutoProcessor for Paymentech entirely Settings If at all possible Auric Systems Inter
42. RTIES AND SUPERSEDES ALL PRIOR PROPOSALS AGREEMENTS OR UNDERSTANDINGS WRITTEN OR ORAL WITH RESPECT TO THE SUBJECT MATTER OF THIS AGREEMENT Should you have any questions concerning this Agreement please contact in writing Auric Systems International 85 Grove Street P O Box 458 Peterborough NH 03458 Portions of this software are Copyright 1993 2002 by Chad Z Hower Kudzu and the Indy Pit Crew http www nevrona com Indy This software is provided by Chad Z Hower Kudzu and the Indy Pit Crew as is and any expressed or implied warranties including but not limited to the implied warranties of merchantability and fitness for a particular purpose are disclaimed In no event shall the regents or contributors be liable for any direct or indirect incidental special exemplary or consequential damages including but not limited to procurement of substitute goods or services loss of use data or profits or business interruption however caused and on any theory of liability whether in contract strict liability or tort including negligence or otherwise arising in any way out of the use of this software even if advised of the possibility of such damage CN Express AutoProcessor Version 3 6 Federally Approved AES Encryption Auric systems international P O Box 458 sales AuricSystems com Peterborough NH 03458 support AuricSystems com 603 924 6079 www AuricSystems com Table of Contents PART I
43. Service Name CNXAP Service Path C Program Files CNIExpress_AP cnxap exe Status Running Optional recommended User Name Password Password Output Remove Service Close 5 Press Remove Service 6 A message like the following appears in the Output box Page I 68 CN Express AutoProcessor Installing the AutoProcessor Removing as a Service Output 1 14 2003 3 12 25 PM Please restart Windows to complete removal as a service Install Service Close The Remove Service button is no longer active 7 Click on to close the Service Manager window You must restart Windows to completely remove the service CN Express AutoProcessor Page I 69 Removing as a Service Installing the AutoProcessor Page I 70 CN Express AutoProcessor Chapter 6 Operating the AutoProcessor You ve configured and tested the AutoProcessor and you ve arranged While a pa ances for an external application to send delimited text files to it Now you re is importing or exporting a R file it has exclusive ready for the AutoProcessor to automatically import submit and access That is no export files external application is allowed to touch the file until the import or export is completed Click on The AutoProcessor starts working immediately and keeps on working You may never need to touch it again However there may be a few tasks you want to pe
44. Systems International home page directly from the Help menu 1 Click on Help 2 Click on Auric Systems International Home Page When you call or e mail please have your serial number handy The serial number and activation key were e mailed to you After you switch to the live AutoProcessor you can find your serial number and activation key under the Help menu 1 Click on Help 2 Click on About 3 Scroll down to find Serial Number and then Activation Key 4 Write down the numbers A Click on to leave the Help menu Page I 4 CN Express AutoProcessor Chapter 2 Installing the AutoProcessor This chapter describes the minimum and recommended system requirements for the AutoProcessor and how to install and uninstall the software on your computer system CN Express AutoProcessor Page I 5 Minimum and Recommended System Requirements Installing the AutoProcessor Minimum and Recommended System Requirements Minimum System Requirements The AutoProcessor requires e A minimum of 32 Mbytes of memory e Anactive TCP IP connection for submitting transactions to your processing service e Internet Explorer 5 5 or higher with 128 bit encryption installed The AutoProcessor runs on any of the following platforms e NT 4 0 e NT 2000 e XP For initial installation you ll need approximately 10 Mbytes of hard disk space Recommended System Requirements For the best performance use Windows NT 4
45. View File Types Folder views You can make all your folders look the same Reset All Folders Advanced settings Files and Folders O Allow all uppercase names O Display the full path in title bar 9 Hidden files Do not show hidden files Do not show hidden or system files Show all files J Hide file extensions for known file types Remember each folder s view settings O Show file attributes in Detail View O Show Map Network Drive button in toolbar Show pop up description for folder and desktop items xl OK Cancel Apply Restore Defaults 7 Make sure the Hide file extensions box is empty if there s a check mark click on the box to remove the check mark 8 Click on 9 Using Windows Explorer check the file extensions on your files in the AutoProcessor s IMPORT directory 10 If necessary rename the files so they only have one extension Configuring Currencies The examples in this manual always use U S dollars This is the default currency for the AutoProcessor Some processing services allow you to transact business in other currencies for example Euros In that case change your processor settings as described later in this chapter The AutoProcessor and its management tools automatically use and display your chosen currency CN Express AutoProcessor Page I 33 Preparing for Configuration Chapter 4 Configuring and Test
46. a log file The Log Screen On the Log screen the AutoProcessor lists the events that occur from the moment when the AutoProcessor starts up to a maximum of 200 events After 200 the oldest events disappear from the screen although they re still available in the log file The Log screen is reset at midnight each night or any time that you exit shut down the AutoProcessor Click on the Log tab to view be CNIExpress AutoProcessor PAUSED Iof x File Queue Configure Help Log Queue Held Auths Event 5 8 02 1 10 27 PM Q Information Server Paused 8 22 02 1 10 27 PM Q Information Server Paused at 8 22 02 1 10 26 PM 8 22 02 1 10 25 PM G Information Submitting Transaction Server is 8 22 02 1 10 23 PM G Information Submitting Transaction PAUSED 8 22 02 1 10 21 PM lt gt Information Submitting Transaction 8 22 02 1 10 19PM_ Information Submitting Transaction 8 22 02 1 10 16PM_ Q Information Submitting Transaction 8 22 02 1 10 16 PM G Information Queued 100 Transaction s for Processing 8 22 02 1 10 12 PM G Information Renamed moretransactions imp to moretransactions DNE 8 22 02 1 10 12 PM G Information Imported 100 records in 2 97 seconds 33 67 records second 8 22 02 1 10 12 PM G Information Imported 100 Records from C PROGRAM FILESSCNIEXPRE 8 22 02 1 10 12 PM Information Import Complete 8 22 02 1 10 10 PM G Information Submitting Transaction 8 22 02 1 10 07 PM
47. actions one by one e Credit card and purchase card Level II transactions are supported e Check processing is not supported e Processing is in U S currency only System Requirements When configured for Chase Merchant Services the AutoProcessor has the standard system requirements It does not require a fixed TCP IP address Page II 14 CN Express AutoProcessor Chapter 3 FNMS PayFuse Gateway First National Merchant Solutions processes transactions through their PayFuse product Interface to PayFuse is through a highly secure 128 bit encrypted HTTPS communications channel The AutoProcessor supports PayFuse in processing credit card and purchase card Level II Transactions processed in U S currency CN Express AutoProcessor Page II 15 Setting Up the AutoProcessor for PayFuse Chapter 3 FNMS PayFuse Gateway Setting Up the AutoProcessor for PayFuse To set up the AutoProcessor to use the FNMS PayFuse Gateway 1 Start the AutoProcessor 2 Make sure the AutoProcessor is paused If the button is showing click on it 3 Press Alt C then P to view FNMS PayF use User ID pe Password p00 Alias ClientID V Send Test Requests Only Host URL Use HTTPS Proxy Server Server Connection J Timeout if No Response In 1 10 Minutes Seconds Cancel 4 Enter the User ID Password and Alias or Client ID provided by FNMS FNMS will provide either an Alias or a Client ID an
48. and Capture The AutoProcessor sends the transaction for authorization when it s authorized the AutoProcessor immediately returns it to the processing service as a delayed capture deposit When the processing service receives the delayed capture deposit transaction it takes the reserved money from the card holder s account and deposits it in the merchant s account e Authorization The AutoProcessor sends the transaction for authorization when it s authorized the AutoProcessor holds it in the export file for further processing by an external application such as CN Express SU or by re importing the OK file using the capture action e Auth Hold The AutoProcessor sends the transaction for authorization After it s authorized the AutoProcessor holds it in a data base You can either manually process the transaction using the AutoProcessor Capture Manager or automatically complete it by re importing using the Ship action The AutoProcessor Capture Manager lets you decide whether to complete the transaction You review the transactions and decide which ones to send back to the processing service see the AutoProcessor Management Tools manual for more information The Held Auths screen in the AutoProcessor summarizes the transactions that are ready for authorization and review in the Capture Manager Click on the Held Auths tab to view Page I 82 CN Express AutoProcessor Chapter 6 Operating the AutoProcessor Viewin
49. ant Services works with several other services and companies Here s a quick overview of where everyone fits into the process e Chase Merchant Services CMS The bank with which you have a relationship Chase Merchant Services is a joint relationship between Chase Bank and First Data Merchant Services e First Data Merchant Services FDMS formerly known as NABANCO The transaction processor to which all credit card transactions are sent CN Express AutoProcessor Page II 3 Chapter 2 Chase Merchant Services e Datawire A communications company that provides the services for transporting transactions from your computer to FDMS Page II 4 CN Express AutoProcessor Chapter 2 Chase Merchant Services Setting Up the AutoProcessor for Chase Merchant Setting Up the AutoProcessor for Chase Merchant Services To set up the AutoProcessor to use Chase Merchant Services 1 Start the AutoProcessor 2 Make sure the AutoProcessor is paused If the _ button is showing click on it 3 Press Alt C then P to view 4 Click on each tab provided Merchant Info URL Proxy and fill in the information as described in the next sections Configuring Merchant Information 1 Click on Merchant Info to view e Chase Merchant Services IPN Jog Merchant Info URL Proxy Merchant Number M Alias Description Add 1919171111111 DEMO Delete Cancel CN Express AutoProcessor Page II 5
50. ase both keys and tap the D key CN Express AutoProcessor Page III 3 Table of Keyboard Commands A Keyboard Shortcuts Menu Task Press These Keys Configure Configure open menu ALT C Directories ALT C D Exports ALT C E Imports ALT C Options ALT C O Processor Settings ALT C P Remote Utility Communication ALT C R Serial Number and Activation Key ALT C N File File open menu ALT F Archive ALT F A Close ALT F C Exit application only ALT F X Recover ALTF R Help Help open menu ALT H About ALTH A Auric Systems International Home ALT H H Page Field Reference ALT H F Get Acrobat Reader ALT H G Maintenance Contract not available ALT H in demo version Management Tools Manual for ALT H M Viewer and Capture Manager only User Manual for AutoProcessor ALT H U only or press F1 on your keyboard Queue Queue open menu ALT Q Pause Resume toggle ALT Q P or ALT Q R Remove Job ALT Q V or DEL key Page III 4 CN Express AutoProcessor A Keyboard Shortcuts Table of Keyboard Commands The following table lists keyboard commands for buttons Button Press These Keys ALT Q P ALT Q R CN Express AutoProcessor Page III 5 Table of Keyboard Commands A Keyboard Shortcuts Page III 6 CN Express AutoProcessor Appendix B ICVerify ICV Style Files CN Expres
51. at the AutoProcessor uses You should recover only if asked to do so by your technical support or by Auric Systems International To recover 1 Click on File 2 Click on Recover You ll see a statement like the following on the main CN Express AutoProcessor screen CN Express AutoProcessor Page I 91 Recovering Chapter 7 Maintaining and Troubleshooting Page I 92 CN Express AutoProcessor Part II Your Processing Service Chapter 1 Working with Your Processing Service The AutoProcessor works with many different operating systems applications and processing services Part II of the CN Express AutoProcessor manual contains information on configuring the AutoProcessor to work with your specific processing service It explains the system requirements and limitations for each configuration CN Express AutoProcessor Page II 1 Working with Your Processing Service Page II 2 CN Express AutoProcessor Chapter 2 Chase Merchant Services Chase Merchant Services CMS processes transactions through the First Data Merchant Services FDMS South platform formerly known as NABANCO Communication to FDMS South is through the Datawire Internet Protocol Network IPN This is a high speed highly reliable communications methodology The AutoProcessor supports Chase Merchant Services for processing credit card and purchase card Level II transactions in United States currency Chase Merch
52. ation Once you set up these formats the AutoProcessor automatically applies them CN Express AutoProcessor Page I 21 Understanding AutoProcessor Terms Chapter 3 Understanding the AutoProcessor Understanding AutoProcessor Terms Actions Archive The following definitions appear in alphabetical order They include answers to questions you may have about the way the AutoProcessor works For example if you d like an explanation of all file extensions see File directories and extensions below The following table lists e The actions that the AutoProcessor supports The standard AutoProcessor abbreviation for the action The table also includes a column where you can write the term your processing service uses for the action For example a voice authorization Voice might be called a forced capture by your processing service Import Action Abbreviation Term Used by Your Processing Service Auth Hold Authorization Delayed Capture Refund Credit Reversal Sale Ship Void 7 lt N MP Ao ey T Voice The delayed capture action is used solely to process transactions that were previously processed as authorizations The ship action is used solely for IC Verify style transactions that were previously processed as auth holds The AutoProcessor archives any part of the processed transactions file that you choose It writes the transactions to an ext
53. cessor Installing the AutoProcessor Installing the AutoProcessor 9 Click on i to view CN Express AutoProcessor Setup Please select a processor 10 Click on to view CN Express AutoProcessor Page I 11 Installing the AutoProcessor Installing the AutoProcessor Important Notes Please read the ReadMe tst file for last minute changes updates and important notes about running CNIExpress AutoProcessor as an NT service zi lt Back Cancel Setup is complete and CN E xpress AutoProcessor is now installed Click Close to end the Setup Sancel 12 Click on The AutoProcessor is now installed The management tools are also installed unless you decided against installing them at Step 6 Page I 12 CN Express AutoProcessor Installing the AutoProcessor Starting the AutoProcessor the First Time As an Starting the AutoProcessor the First Time As an Application When you start the AutoProcessor it s read to process fies y 2 Click on Programs immediately You should not send import files to 3 Click on CN Express AutoProcessor the AutoProcessor until i 5 you ve configured it as 4 Click on CN Express AP to view a screen like the following explained in Chapter 4 on page l 29 Otherwise the files may be rejected or uto E rocessor processed in ways you didn t intend Copyright 1996 2003 Aurie Systems Intemational All rights reserved Init
54. d either can be entered in this field 5 Do not remove the check mark from the Send Test Requests Only box until after you switch to the live AutoProcessor and run several Page II 16 CN Express AutoProcessor Chapter 3 FNMS PayFuse Gateway Setting Up the AutoProcessor for PayFuse If you leave the check mark after you finish testing none of your transactions will be processed 10 transactions in the test environment Your transactions are sent to a special testing environment at FNMS to ensure everything is working properly You must e Coordinate test time with your FNMS representative e Remove the check mark from the Send Test Requests Only box after you finish testing At Host URL enter the URL Internet address You must type https before the URL Connection to the FNMS PayFuse Gateway is through a secure 128 bit HTTPS Internet connection FNMS provides the URL for connecting to the PayFuse Gateway FNMS may provide a connection port number If you receive a connection port number type a colon after the URL then type the port number for example https urlfromfnms If you are connecting through a proxy server ask your company s network administrator you must click on the Use HTPS Proxy Server box to add a check mark If the Use HTTPS Proxy box is check marked fill in the following e Address proxy server address e Port proxy server port e Proxy User proxy serve
55. d Running the AutoProcessor As an Application When you re configuring the AutoProcessor for the first time it s best to work in the demonstration version and to run the AutoProcessor as an application not a service After you complete the configuration you can test it without really sending transactions to your processing service When you re satisfied with the configuration you can switch from demo to live and install the AutoProcessor as a service Sending Files from the External Application to the Live AutoProcessor You must configure imports and exports before your external application starts sending files to the AutoProcessor Otherwise the AutoProcessor will import the files and either immediately reject them or process them in ways you don t want When you switch from demo to live the AutoProcessor remembers the configuration you set up in the demonstration version it uses that configuration Pausing the AutoProcessor You can t configure imports and exports if the AutoProcessor is working The choices on the Configure menu are disabled you can t select them Therefore make sure the AutoProcessor is paused if necessary click on Checking the Extension on Your Files If the AutoProcessor is not importing your files check the file extensions The file name must end with the correct file extension for each type of file Suppose the AutoProcessor is set up to use the default file extension IMP for impo
56. d type a description into the Description box e The alias is needed only to provide compatibility with certain files such as ICV style Otherwise it s optional Each alias is Page II 26 CN Express AutoProcessor Chapter 4 Paymentech Orbital Gateway Setting Up the AutoProcessor for Paymentech four characters or less and must be unique Do not type tildes in the Alias box e The description can be any combination of letters and numbers 4 Under Default Currency click on to view a list of currencies Click on the currency you want The AutoProcessor and The default currency is management tools automatically use that currency for all Y S dollars transactions processed with that merchant ID number If you don t make a choice or if your choice is rejected for some reason for example your processing service doesn t handle that currency U S dollars are used by default 5 Ifyou have more than one row of information you can sort the rows by any one column Click on the column s title to sort in increasing or decreasing order Configuring the URL Proxy Connection Connection to the Paymentech Orbital Gateway is through a secure 128 bit HTTPS Internet connection Paymentech provides the URL Internet address for connecting to the Orbital Gateway To enter the URL 1 Click on the URL Proxy tab to view CN Express AutoProcessor Page II 27 Setting Up the AutoProcessor for Paymentech Chapter 4
57. dit the Port only If you choose a Port other than the default 8990 all clients must connect to this AutoProcessor by specifying the correct port at log in IP Address 127 0 0 1 Port e990 Cancel 3 Ifyou have more than one network card change the IP address to access the specific network card that the AutoProcessor should respond to 4 Set the port to the one you want the AutoProcessor to use 5 Click on CN Express AutoProcessor Page I 35 Configuring Processor Settings Chapter 4 Configuring and Testing the AutoProcessor Configuring Processor Settings The AutoProcessor needs information about your processing service to communicate with your processing service s computer The information varies for each processing service Before changing any processor settings read Part II Your Processing Service and check with your processing service Page I 36 CN Express AutoProcessor Chapter 4 Configuring and Testing the AutoProcessor Configuring Imports Configuring Imports To simplify the discussion this chapter assumes a typical file that uses a tab for a delimiter and has quotation marks around fields Your files might be different see Configuring an Import File That Isn t Typical on page l 53 After configuration the AutoProcessor imports files only if they have a IMP extension It refuses to import files with the wrong extension and it rejects file
58. e AutoProcessor assumes the transactions came from an automated external application and that the application will finish its job The AutoProcessor doesn t delete those files 3 Click on If a merchant doesn t enter an order number you can configure the AutoProcessor to automatically generate order numbers By default the AutoProcessor begins with number and increases forever You can reset this value at any time as long the queue is empty If active transactions are in the queue you must set the number higher than the highest number in the queue plus 1 that is if the highest order number is 23 you must select order number 24 or higher To change the Next Generated Order Number 1 Click on 58t to view CN Express AutoProcessor Page I 49 Configuring Options Chapter 4 Configuring and Testing the AutoProcessor y Set Next Order Number Enter the new value for the Next Generated Order Number below The new value must be higher than the old value to avoid conflicts with any existing orders The highest value you can set is 999 999 New Value 1 Cancel 2 Type a number up to 999 999 in the New Value box 3 Click on A Chiekon Uncaptured Held The AutoProcessor stores held authorizations Held Auths in a data Authorizations base You can either manually process capture these transactions using the AutoProcessor Capture Manager or automatically process them by re importing
59. e HTTPS proxy server box to add a check mark 3 Ifthe Use HTTPS Proxy box is check marked fill in the following e Address proxy server address e Port proxy server port e Proxy User proxy server user e Proxy Password proxy server password 4 Click on Page II 8 CN Express AutoProcessor Chapter 2 Chase Merchant Services Processing Transactions Processing Transactions Supported Transactions Processing Options If you don t settle transactions at the end of the day your customers credit cards won t be charged and money won t be transferred to your account Authorization and Sale When configured to support Chase Merchant Services the AutoProcessor supports the following transaction types Action Description H C5 AUTH HOLD A C6 AUTHORIZATION R C3 CREDIT REFUND F C5 OFFLINE VOICE D SALE SETTLE Z CO SHIP CAPTURE AN AUTH HOLD The Chase Merchant Services requires processing in two phases e An initial authorization e Settlement Settlement can contain Sale deposit capture Credit refund Offline Voice and Ship Capture and Auth Hold transactions Auth Hold transactions can also be settled using the Capture Manager This is the recommend approach In this approach the external application the merchant s software remembers the necessary specific information required by your processing service at settlement time 1 The external appliation sends an
60. e extension If you changed the default extension for any file make sure you didn t duplicate an existing extension Also make sure that your application recognizes the new names Check your import configuration Make sure you configured imports to match the test file Check your export configuration Check your directory configuration If you changed the defaults make sure your application and the AutoProcessor know where to send and find files Page I 57 Switching from Demo to Live Chapter 4 Configuring and Testing the AutoProcessor Switching from Demo to Live Once you switch to the live version of the AutoProcessor you can t switch back using the Configure menu You must entirely uninstall the live AutoProcessor If you didn t configure processor settings in the demo version you must configure them now If the settings for your processing service are configured to test transactions only the word TEST appears on the screen and your transactions are not really processed even though the AutoProcessor is live After you ve tested your configuration and it works smoothly you re ready to switch the AutoProcessor to the live version First make sure you don t have any import files with a IMP extension in your IMPORT directory especially dummy IMP files created solely for configuration As soon as the AutoProcessor goes live it starts processing all the IMP files in the IMPORT di
61. ed a fixed TCP IP address The fixed address may come from any NAT Firewall or proxy that isolates your network from the Internet This address must be given to FNMS during your set up and installation process Page II 22 CN Express AutoProcessor Chapter 4 Paymentech Orbital Gateway Paymentech through their Orbital Gateway product provides access to both the Salem and PNS processing facilities Interface to the Orbital Gateway is through highly secure 128 bit encrypted HTTPS communications channel The AutoProcessor supports Paymentech Orbital Gateway in processing credit card and Purchase Card Level II transactions in multinational currency CN Express AutoProcessor Page II 23 Setting Up the AutoProcessor for Paymentech Chapter 4 Paymentech Orbital Gateway Setting Up the AutoProcessor for Paymentech To set up the AutoProcessor to use the Paymentech Orbital Gateway 1 Start the AutoProcessor 2 Make sure the AutoProcessor is paused If the button is showing click on it 3 Click on Configure 4 Click on Processor Settings to view e Paymentech HTTPS Gateway SAX Settings Merchant IDs URL Proxy Bin 000001 Salem Terminal ID 001 Time Zone E astern x Installation ID 200 Cancel 5 Click on each tab provided Settings Merchant IDs URL Proxy and fill in the information as described in the next sections Configuring the Settings 1 Click
62. ee Appendix A Keyboard Shortcuts on page III 3 Page I 2 CN Express AutoProcessor Printing This Manual Welcome to the AutoProcessor Printing This Manual To view and print this manual from your computer s desktop 1 Click on AStart 2 Click on Programs 3 Click on CN Express AutoProcessor 4 Click on CN Express AutoProcessor User Manual To view and print this manual from the CN Express AutoProcessor press the F1 function key on your keyboard You can also 1 Click on Help 2 Click on User Manual The AutoProcessor Management Tools manual is also available from your computer s desktop and through the Help menu To view and print the manual s you need Adobe Acrobat Reader You can download Acrobat Reader for free 1 Click on Help 2 Click on Get Acrobat Reader 3 Follow the instructions at the Adobe Acrobat website Bound hard copies of this manual and the AutoProcessor Management Tools manual are also available from Auric Systems International Contact support support AuricSystems com to purchase your copies CN Express AutoProcessor Page I 3 Welcome to the AutoProcessor Contacting Auric Systems International Contacting Auric Systems International To contact Auric Systems International Phone 603 924 6079 E mail support AuricSystems com technical support sales AuricSystems com sales Web Site www AuricSystems com You can also reach the Auric
63. eld Names Billddress State IV Fields Include Quotes BillAddress WorkPhone z Captured Date Comma MICY Style Settings Check Acct Type Poet Check Froud C Other r JV Expiration Date as YYMM Class J Read Merchant Alias from Comment 2 Clerk CNX Order ID zi Required Fields Default Layout Templates OK Cancel Action Comment 2 Commenti C4 Summit RIFY 234 160 5191409037560100 0511 J The AutoProcessor assigns its best estimate of the correct field name to each column If you have selected the correct text file at Step 3 and the correct template at Step 5 you should not need to make any further changes Go to Step 12 7 To change a field name click on a field name in the Fields list then drag the name to the column If you want to use your o nares t If you place your selection over an existing column name for signify the Merchant IDs z place the Comment 2 field example replacing BillAddress with ShipAddress the old name name above the column automatically returns to the Fields list that contains the aliases You must also place a If you don t assign a field name to a column then that column of check mark next to Read PERE EN Merchant Ali s froi information isn t sent to your processing service unassigned Comment 2 Clerk columns aren t sent 8 Click on the Import File tab to view Import File Default Values Aft
64. elete Uncaptured Held Auth Transactions Delete After Days Cancel Startup Options 1 If you want the AutoProcessor to automatically start in paused mode not running click on the Start in Paused Mode box to enter a check mark The default is no check mark From then on when the AutoProcessor starts it won t begin processing transactions until you click on Page I 48 CN Express AutoProcessor Chapter 4 Configuring and Testing the AutoProcessor Configuring Options Order Number Generation 2 Ifyou want to the AutoProcessor to automatically discard single transactions that are part of unfinished purchases click on the box next to Delete Unprocessed Single Transaction from Queue You may want to select this option if you have to deal with situations like the following A customer begins a single transaction which is placed on the queue for processing but processing is interrupted by a power failure server maintenance or other problem When the AutoProcessor is restarted the file containing that single transaction is still in the queue but the customer is not available to complete it The AutoProcessor automatically deletes the incomplete transaction This option works only for a file containing a single transaction which is assumed to come from a human customer rather than an automated external application If a file with multiple transactions suffers the same interruption th
65. ems International strongly recommends that you do not delete a file from the queue if processing has already begun Transactions that were submitted before you deleted the entire file go on to the processing service there s no way to stop them To delete a file from the queue 1 Click on 2 Click on the Queue tab to see the queue 3 Click on the name of the file you want to delete 4 Click on the Queue menu 5 Click on Remove Job to view CN Express AutoProcessor p The selected job will be removed and its transactions deleted from CN Express v AutoProcessor Would you like to Export these transactions before removing the job Click Yes to Export and then delete No to just delete or Cancel to not delete anything Yes No Cancel 6 Do one of the following e Click on to first export the transactions that were already submitted to your processing service before deleting e Click on No to complete delete the entire file from the AutoProcessor data base without exporting anything Page I 80 CN Express AutoProcessor Chapter 6 Operating the AutoProcessor Deleting a File That s Currently in the Queue Once the file is deleted from the queue you can t restore it you have to re import it The deleted transactions appear on the log screen as declined transactions Your Log screen may show that some transactions were submitted to your processing service approved
66. en you ve configured your export files the way you want them click on Even if you shut down the AutoProcessor it remembers your choices Page 1 44 CN Express AutoProcessor Chapter 4 Configuring and Testing the AutoProcessor Configuring Directories Configuring Directories If you change the default directories make sure your external application knows where to send import files and find export files Always pause the AutoProcessor before changing or renaming directories Overtyping The AutoProcessor is set up with default directories where it automatically sends and receives the appropriate files If you decide to change these defaults you may set up or select any directory as long as the AutoProcessor has read write privileges to that directory You may change directories in either of two ways by overtyping or by browsing You can also return to the defaults at any time To change the directories by overtyping 1 Ifthe AutoProcessor isn t already paused click on 2 Click on Configure 3 Click on Directories to view Configure Directories Import Directory C Program Files CNIExpress_AP Import Batch Import Directory C Program Files CNIExpress_AP BatchImport Export Directory C Program Files CNIExpress_AP Export Decline Directory C Program Files CNIExpress_AP Decline e Reject Directory C Program Files CNIExpress_AP Reject e Log Directory C Prog
67. enance support and updates When the year expires you may renew the maintenance contract by contacting Auric Systems International For information on the expiration date of your contract and on contacting Auric Systems International 1 Make sure you re running the AutoProcessor live not demo For information on switching to the live AutoProcessor see Switching from Demo to Live on page I 58 2 Click on Help 3 Click on About to view a screen like the following About CNIExpress AutoProcessor x 3 CN Express AutoProcessor Version 3 Copyright 1996 2003 Auric Systems International http wwwy AuricS ystems com Maintenance Expire Configuration iles CNIExpress_AP DATA You need to renew your maintenance contract on or before the expiration date shown Page I 86 CN Express AutoProcessor Chapter 7 Maintaining and Troubleshooting Maintenance Contract 4 Click on the date to view Renew Maintenance Contract E xj To renew your maintenance contract follow these easy steps 1 Follow this link to Auric Systems International s support page to obtain anew activation key http www AuricS ystems com renewcnxap 2 Copy and paste or type in the new activation key click OK and you re ready to go Activation Key Cancel Gt You can also view this screen directly by clicking Help then Maintenance Contract 5 Follow the directions for renewing your maintenance
68. er Import Delimiter Options Tab First Row Contains Field Names IV Fields Include Quotes Comma IC Style Settings C Other ma Expiration Date as YYMM l I Read Merchant Alias from Comment 2 Clerk CN Express AutoProcessor Page III 11 Configuring Imports with Templates Option B ICVerify ICV Style Files The AutoProcessor automatically selects the correct defaults for the text file and template you chose as explained in the following steps 9 The AutoProcessor automatically chooses the correct Delimiter However you can click on a radio button to change it 10 The AutoProcessor automatically makes the appropriate choices under Options However you can change them No Check Mark Check Mark First Row Contains Field Names Assumes that the first row of text is the record of a transaction not a list of field names Assumes that the first row of text contains field names Fields Include Quotes Option Assumes that any quotes are part of the transaction record and includes them in the record sent to the processing service Assumes that any quotes around a field aren t part of the transaction and deletes the quotes 11 The AutoProcessor automatically makes the appropriate choices under ICV Style Settings However you can change them No Check Mark Check Mark EXPIRATION DATE AS YYMM Assumes that dates a
69. ernal file with a CNA extension and stores the file in the ARCHIVE directory Page I 22 CN Express AutoProcessor Chapter 3 Understanding the AutoProcessor Understanding AutoProcessor Terms Close batch or settle The AutoProcessor works primarily with processing services configured for automatic settlement At some predefined time each day usually at midnight or at the close of the business day all open captured transactions are automatically settled You don t have to perform a manual Close Batch or Settle operation Communication files Very rarely an external application sends a communication file to the AutoProcessor to tell it to resume working ONNOW CN or pause OFFNOW CN The AutoProcessor automatically deletes these files after they serve their purpose Directories For a list of the AutoProcessor s default directories and the types of files they contain see File directories and extensions below Done files When the AutoProcessor finishes importing a file into its data base see Import file and directory below it either deletes the file or saves it with an extension of DNE for done During configuration you decide whether the AutoProcessor creates a done file Export file and The processing service processes each transaction and sends the results directory to the AutoProcessor The AutoProcessor updates its data base with this information then prepares the processed transaction s fo
70. escriptions are automatically listed under the Default Values tab CN Express AutoProcessor Page II 25 Setting Up the AutoProcessor for Paymentech Chapter 4 Paymentech Orbital Gateway Your transaction records must show tildes on either side of the alias KPR However do not type the tildes in the Alias box of the AutoProcessor The AutoProcessor supports multiple Paymentech merchant IDs These IDs are six digits long for Salem 000001 accounts and are called division IDs they are twelve digits long for PNS 000002 accounts There is no additional software charge from Auric Systems International for adding multiple merchant IDs to your software 1 Click on the Merchant ID tab to view o Paymentech HTTPS Gateway BAX Settings Merchant IDs URL Proxy Division ID Alias Default Currency Description Add DEMO Delete Cancel 2 The merchant ID number is supplied by your processing service and must be entered exactly as supplied Do one of the following e Either type over the demonstration number provided with the AutoProcessor shown above as 11111 e Or add your specific merchant ID number s and then delete the demonstration number If you configure imports for files that include merchant IDs then those IDs must appear in this list Otherwise your transactions will fail 3 Once you provide a merchant ID number you can if desired type an alias into the Alias box an
71. g Held Auths The following information appears on the Held Auths screen Column Information Number of Held Auths The total number of authorizations waiting for further processing Value of Held Auths The total value of the held authorizations Longest Held Date and time when the oldest of the authorizations was first held Last Capture File Submitted Date and time when transactions were last sent from the Capture Manager to your processing service The gap between the Longest Held date and the Last Capture date tells you how long its been since you ran Capture Manager and sent transactions back to the processing service CN Express AutoProcessor Page I 83 Viewing Held Auths Chapter 6 Operating the AutoProcessor Every processing service has its own deadline for completing an authorization and delayed capture If you send the transaction after that time the service may return the transaction as Failed or it may automatically generate a new authorization code and complete the transaction without waiting for you Each processing service treats this situation in its own way Page I 84 CN Express AutoProcessor Chapter 7 Maintaining and Troubleshooting This chapter describes how to troubleshoot and maintain the AutoProcessor CN Express AutoProcessor Page I 85 Maintenance Contract Chapter 7 Maintaining and Troubleshooting Maintenance Contract The AutoProcessor comes with a year of free maint
72. g service declined a transaction That information may tell you how to fix your import configuration to reduce the number of declines Page I 42 CN Express AutoProcessor Chapter 4 Configuring and Testing the AutoProcessor Configuring Exports To move a field from one box to the other select the field by clicking on the field name Then Click on To gt Move the selected field into the Fields to Export box Move all the available fields into the Fields to Export To select more than one field at a time first click on box one field name then hold down the Ctrl key on your keyboard and click on any additional field name s w Move the selected field into the Available Fields box that field isn t exported Move all the fields into the Available Fields box no fields are exported 4 The first field shown in the Fields to Export box is the first field to appear in the record for each transaction To change a field s position select the field by clicking on the field name Then Click on To Move a Field To the top spot in the box the beginning of the Al record Up one spot E Down one spot E M The AutoProcessor arranges each transaction record to show the fields you chose at Step 3 in the order you chose at Step 4 To the bottom spot in the box the end of the record To return all fields to their default position with nine fields
73. he same file you used during import configuration In the following procedure sample txt has been copied and renamed to samplebbd imp 1 Pause the AutoProcessor while you prepare a test file It must have a IMP extension and must be located in the IMPORT directory 2 Click on to start the AutoProcessor working 3 Check the on screen log to see if it records an import For example Queue Held Auths 8 24 02 5 53 44 PM 8 24 02 5 53 42 PM 8 24 02 5 53 40 PM 8 24 02 5 53 39 PM 8 24 02 5 53 37 PM 8 24 02 5 53 37 PM 8 24 02 5 46 37 PM 8 24 02 5 46 37 PM 8 24 02 5 46 29 PM 8 24 02 5 46 27 PM 4 Click on Q Information G Information G Information G Information G Information G Information G Information Se G Information G Information G Information G Information Server Paused Server Paused at 8 24 02 5 53 43 PM Submitting Transaction Submitting Transaction Queued 100 Transaction s for Processing Renamed samplebbd imp to samplebbd DNE ii 100 records in 3 24 seconds 30 86 records second By C PROGRAM FILESSCNIEXPRESS_ a U2 5 53 31 PM Server Paused Server Paused at 8 24 02 5 46 36 PM Database tables verified Server Started at 8 24 02 5 46 27 PM 5 Check the queue to see if the file is on the queue For example CN Express AutoProcessor Page I 55 Testing Your Configuration Chapter 4 Configuring and Testing the AutoProcessor Log Queue Held Auths 6
74. her purpose Do not use Capture for re importing these transactions You may need to change other defaults such as Division Class MOTO recurring or E commerce and Tender credit card purchase card or check The choices that appear depend upon your processing service Click on Check Fraud to add a check mark if you want your processing service to automatically check every transaction for fraud You should first contact your processing service to find out if they offer automatic fraud checking and whether they have any special requirements The default is no fraud checking Click on After Imports to view Import File Default Values After Import mAfter Import C Delete File Change Extension to DNE CN Express AutoProcessor Page ITI 13 Configuring Imports with Templates B ICVerify ICV Style Files Here you tell CN Express how to handle the import file after importing it The default is to change the file s extension to DNE and save it If you click on the Delete File radio button CN Express deletes the file after import Auric Systems International recommends creating a done file 17 When your configuration is finished click on to leave the Configure Import screen When your imports are configured you can configure exports Page III 14 CN Express AutoProcessor B ICVerify ICV Style Files Configuring Exports with Templates Configuring Exports with Templates 1
75. ializing communication layer 5 The main screen appears CN Express AutoProcessor Page I 13 Starting the AutoProcessor the First Time As an Application Installing the AutoProcessor Log Queue Held Auths 8 18 2003 2 11 07 PM Information Startup completed 8 18 2003 2 11 07 PM 4 Information Initializing Paymentech Orbital Gateway communication lay 8 18 2003 2 11 07 PM lt 3 Information Database tables verified 8 18 2003 2 11 07 PM Ww Information CNIExpress AutoProcessor v 3 6 2 3 Server Application S Server is Running Pause Startup completed The AutoProcessor is running 6 Click on The AutoProcessor is now ready for configuration Page I 14 CN Express AutoProcessor Installing the AutoProcessor Uninstalling and Reinstalling the AutoProcessor Uninstalling and Reinstalling the AutoProcessor You can switch from demo to live or update the AutoProcessor without uninstalling and reinstalling But if you want to switch from a live If the AutoProcessor and version of the AutoProcessor to a demo or if you want to completely management tools are on gt she same computer When replace or delete the AutoProcessor you must uninstall first You can t you uninstall the simply copy over an old version AutoProcessor you automatically uninstall the Viewer and Capture To uninstall the AutoProcessor Manager Management tolona 1 Shut down the AutoProcessor by
76. iles Configuring Exports with Templates To select more than one field at a time first click on one field name then hold down the Ctrl key on your keyboard and click on any additional field name s To move a field from one box to the other select the field by clicking on the field name Then Click on To 5 Move the selected field into the Fields to Export box Move all the available fields into the Fields to Export box lt Move the selected field into the Available Fields box that field isn t exported Move all the fields into the Available Fields box no fields are exported 7 The first field shown in the Fields to Export box is the first field to appear the record for each transaction To change a field s position select the field by clicking on the field name Then Click on To Move a Field To the top spot in the box the beginning of the Al record Up one spot E Down one spot E To the bottom spot in the box the end of the record M The AutoProcessor arranges each transaction record to show the fields you chose at Step 3 in the order you chose at Step 4 CN Express AutoProcessor Page III 17 Configuring Exports with Templates B ICVerify ICV Style Files 8 Ifnecessary change the defaults under Delimiter and Options Delimiter Options Tab I Export Field Names in First Record T Include Quotes Around Each Field C C
77. imited text files The import directories can be on a remote machine or file server The AutoProcessor keeps a record of its own operations each day in a log file a basic ASCII text file with the extension LOG which it stores in the LOG directory This file tracks such events as pause resume import and export A new file is created each day The Log screen shows the 200 most recent events The AutoProcessor keeps track of transactions that are processed by your processing service with information about the amount and type of transaction and similar details depending on the processing service These records are kept in a processed transactions file which is used for summaries and summary charts on the AutoProcessor Viewer You may archive any part of this file This file is not the same as the LOG file in the LOG directory see Log file above CN Express AutoProcessor Page I 25 Understanding AutoProcessor Terms Chapter 3 Understanding the AutoProcessor Reject file Settle As part of the import process the AutoProcessor checks the file for transaction records with formatting errors or missing required information The AutoProcessor rejects those records without submitting them to your processing service and writes an entry to the log file and on the Log screen It saves the records in a reject file a basic ASCII text file with the extension REJ and keeps them in the REJECT directory The records also go to
78. ing service declined or rejected at least one transaction Check that rejected transactions appear in two directories They always appear in the REJECT directory in this example the file is names samplebbd rej Depending on how you configured exports they should also appear in either the EXPORT directory or the DECLINE directory The Page I 56 CN Express AutoProcessor Chapter 4 Configuring and Testing the AutoProcessor Testing Your Configuration If you can t figure out why your processing service is declining transactions check the information in the Response column of the BAD file If this column doesn t appear reconfigure your exports to show the Response Text field as explained on page l 42 CN Express AutoProcessor 10 11 AutoProcessor rejects transactions for containing improperly formatted information Check the following if they re applicable Did you process any transactions with the auth hold action If so these transactions should be listed on the Held Auths screen Did you configure the AutoProcessor to create a done file rather than deleting the IMP file If so there should be a file with a DNE extension in the IMPORT directory View any of the files with your text editor or word processor to check the content If the AutoProcessor doesn t act as expected or if it rejects your file Check the extensions on your files Make sure your import file doesn t have a doubl
79. ing and Troubleshooting 1 85 Maintenance Omitract co csai2 atin Gar esusitdanstukaus ienis 1 86 Troubleshooting the AutoProcessor ccccesceeeseeeteesteeeteeeees 1 88 Backing Up and Restoring the Data Base 0 0 00 ee eeeeeeeeeeeeees 1 89 Deleting ONE UES ccs vec cl aoneeteceusceareaeel oc anetueee evaccaucernaceenatae 1 90 RECOV ETN DS iiss oiii oE aE eae Miata Ae eo aa As I 91 PART Il YOUR PROCESSING SERVICE Chapter 1 Working with Your Processing Service Il 1 Chapter 2 Chase Merchant Services ccceeseseeeeees Il 3 Setting Up the AutoProcessor for Chase Merchant Services II 5 Processing Transactions sesessesesseesseseeseesseesresressessesresseesse II 9 Importing and Exporting sic snc cenistaaesiguaiaca waive I 12 Understanding Limitations and Requirements 00 I 14 Chapter 3 FNMS PayFuse Gateway cccccceeeeeeeeseeees I 15 Setting Up the AutoProcessor for PayFuse 0 0 0 ceeeeeeeeeeees II 16 Processing Transactions s iseiwieest shure cal anise sk I 18 Importing and Exporting sssessseseeseesseessesesssressessrssesseesseseese I 21 Understanding Limitations and Requirements 008 I 22 Chapter 4 Paymentech Orbital Gateway ee I 23 Setting Up the AutoProcessor for Paymentech 008 I 24 Processing Transactions sessessesesssesseessesesssressesressressessessees I 31 Importing and Exporting s c
80. ing the AutoProcessor Understanding Fields The AutoProcessor imports and exports fields such as account number or order date containing information about each transaction For more information about the fields available with your processing service 1 Click on Help 2 Click on Field Reference You can t access the field reference while you re configuring exports and imports Therefore you may want to leave it open or print it before you begin configuring Page I 34 CN Express AutoProcessor Chapter 4 Configuring and Testing the AutoProcessor Configuring Remote Utility Communication Settings Configuring Remote Utility Communication Settings If you have a choice it s best to keep the default settings The AutoProcessor comes with default remote utility communication settings that should work fine unless you have special requirements You might need to change the port settings for example if another program is already using the same port settings as the AutoProcessor However unless you have special requirements Auric Systems International recommends that you do not change the default settings If you need to change the remote utility communication settings 1 Click on Configure 2 Click on Remote Utility Communication to view Remote Utility Communications x If you have more than one network card in this machine you can enter the IP Address to bind the AutoProcessor to any card Otherwise e
81. ing through Paymentech Orbital Gateway the AutoProcessor has the following specific limitations e Credit card and purchase card Level II transactions are supported e Check processing is supported for Salem 000001 International currencies are supported for Salem 000001 Per transaction eFalcon fraud detection is available please contact your Paymentech representative for details System Requirements When configured for the Paymentech Orbital Gateway the AutoProcessor has the standard system requirements with the following addition All communications with the gateway must occur through a fixed TCP IP address The actual machine that communicates with Paymentech doesn t need a fixed TCP IP address The fixed address may come from any NAT Firewall or proxy that isolates your network from the Internet This address must be given to Paymentech during your set up and installation process CN Express AutoProcessor Page II 35 Understanding Limitations and Requirements Chapter 4 Paymentech Orbital Gateway Page II 36 CN Express AutoProcessor Part III Appendices and Index Appendix A Keyboard Shortcuts This chapter describes how to use your keyboard instead of menus and buttons to perform most actions in the AutoProcessor A table of keyboard commands appears on the next page It s organized by menu In this table the sequence ALT C D means hold down the ALT key and tap the c key then rele
82. ining any number of transactions there s the Capture Manager lets no size limit whether the file contains one transaction or you manually process held authorizations For thousands more information see the ae tt 4 AutoProcs scot e Stores account numbers in its data base using Federally Management Tools Approved AES Encryption manual The AutoProcessor works with many different operating systems applications and processing services No matter where your business takes you CN Express AutoProcessor is ready This chapter contains information on using this manual and contacting Auric Systems International CN Express AutoProcessor Page I 1 Welcome to the AutoProcessor Using this Manual Using this Manual The step by step instructions in this manual explain how to configure and operate the AutoProcessor using the on screen menus and buttons for most tasks Organization This manual has three parts e Part I describes the installation configuration and operation of the AutoProcessor e Part II describes information specific to your processing service e Part III contains the appendices and index for the entire manual Conventions The titles of screens and any information that appears on the screens for example the names of menus are printed as follows File menu The names of keys on your keyboard are printed in bold as follows Enter If you prefer to use only keyboard commands with the AutoProcessor s
83. istory sample txt small txt Desktop N My Documents TES My Computer ce File name a ay My Network P Files of type Text files txt csv imp x Cancel 3 Double click on a text file one that can serve as an example for setting up the rest of your text files For this example double click on ICV_ALLFIELDs Txt which is a file supplied with the AutoProcessor You can configure imports using a file with an TXT or CSV or IMP extension but for the actual processing the AutoProcessor only accepts files with a IMP extension The file you choose to work with appears on a screen like the following CN Express AutoProcessor Page III 9 Configuring Imports with Templates B ICVerify ICV Style Files x Column name Fields Columns with Data from ICV _AlIFields txt identifies field X Amount Auth Code Records from the oo AVS text file Batch ID BillAddress Address1 gt Billddress Address2 BillAddress Apt Import File Default Values After Import List of BillAddress City A 7 available field Bil ddress Country Delimiter Options Billddress E mail 7 ae Fi names names Bill ddress FirstName Tab E Ewet Row Contains Field Names marked with a BillAddress HomePhone IV Fields Include Quotes i BillAddress LastN ame Ce Heh BillAddress MiddleN ame conma MICY Style Settings BillAddress State at required Bi
84. les have the same file extension 5 Click on To return to the original file extensions click on Default Using File Polling Under most circumstances your computer notifies the AutoProcessor when new transactions are arriving However if that doesn t work you can tell the AutoProcessor not to wait for notification but to automatically check the IMPORT and BATCHIMPORT directories poll for new arrivals 1 Click on Configure CN Express AutoProcessor Page I 51 Configuring Options Chapter 4 Configuring and Testing the AutoProcessor 2 Click on Options 3 Click on Troubleshooting to view General File Extensions Troubleshooting M Use File Polling Only check this box if you are using data files in shared directories e g a directory shared through Samba and you are experiencing problems Otherwise leave this box unchecked Cancel 4 If you are experiencing problems and want to use file polling click on the box to enter a check mark The default is no check mark file polling is not used Only use file polling if you are experiencing problems 5 Click on Page I 52 CN Express AutoProcessor Chapter 4 Configuring and Testing the AutoProcessor Configuring an Import File That Isnt Typical Configuring an Import File That Isn t Typical So far this chapter has assumed that your imported text file uses a tab for a delimiter and places quotation marks around each field Bu
85. llAddress WorkPhone Other MIE Be ly BillAddress ZipCode J Read Merchant Alias from Comment 2 Clerk Captured Date xl Required Fields Default Layout Templates Cancel Each record is a transaction 4 To format your file click on Layout Templates to view Select Layout Template E x ICV Style I Fields ICY Style All Fields Tab Delimited ICV Style All Fields w o Quotes ICY Style Base Fields or Versions lt 2 0 ICV Style Base Fields or Versions lt 2 0 Tab Delimited ICY Style Base Fields or Versions lt 2 0 w o Quotes ICV Style w AVS IC Style w AVS Tab Delimited IC Style w AVS w o Quotes Gk Cancel The templates listed come with the AutoProcessor Each template has a slightly different selection and arrangement of columns 5 Click on the template you prefer For this example ICV STYLE ALL FIELDS is chosen 6 Click on to view Page III 10 CN Express AutoProcessor B ICVerify ICV Style Files Configuring Imports with Templates Configure Import Fields Columns with Data from ICV_AlIFields txt Auth Code Authorized Amount Authorized Date AVS Batch ID Billddress Address2 Billddress Apt BillAddress City Billddress Country BillAddress E mail Import File Default Values After Import BillAddress FirstN ame BillAddress HomePhone Delimiter Options BillAddress LastN ame 7 one Ei BillAddhess MiddleN ame EE J First Row Contains Fi
86. may need to change field names replace unassigned column headings with field names or make other changes Be careful of clicking on Default because the AutoProcessor s default settings won t be appropriate for your file they re the defaults for small txt and sample txt CN Express AutoProcessor Page I 53 Configuring an Import File That Isnt Typical Chapter 4 Configuring and Testing the AutoProcessor You may end up with a screen that looks like this with everything squashed under one heading the default delimiter is a tab Columns with Data from sample2_txt 5240 1519 1015 1570 1 11 06 1 258 98 1 Linda l Poole 1 433 Butterworth Ln T Peterborc 5191 4090 3756 0100 1 11 05 1 87 03 Hary t Bratton t 345 Scotts Valley Ad l Carmel 5191 4090 3756 0100 1 12 05 1 104 48 1 Carl Malone t 1009 Third ve l Portland Ol 5240 1519 1015 1570 09 05 s 78 50 Beth T S alazar 1 6783 Topper Ln l Portland t 0 When the file is correctly formatted for your processing service click on Page 1 54 CN Express AutoProcessor Chapter 4 Configuring and Testing the AutoProcessor Testing Your Configuration Testing Your Configuration When you first test your configuration of imports and exports it s best to use the demo version of the AutoProcessor otherwise you ll actually submit the test file to your processing service You need a sample file with a IMP extension preferably a copy of t
87. mended information User Name Po Optional recommended Password information is required if Pac a you need special privileges for remote or local configuration Output ee Output area displays ai messages from the system You or your system z administrator must create eee a user name and cl password before you aie enter it in the Service Manager If you don t the AutoProcessor sends an invalid or does not exist ie i error message 5 Fill in the user name and password which you set up previously The user name and password are required if you need special Page I 64 CN Express AutoProcessor Installing the AutoProcessor Installing as a Service privileges for configuration If you leave them blank the service logs on as a local system e Inthe User Name box type the user name e Press the Tab key on your keyboard e In the first Password box type the password The screen hides your password and shows e Inthe second Password box type the password again exactly the same way 6 Click on _ nstall Service 7 A message like the following appears in the Output box Output 1 14 2003 3 11 13 PM Service Installed Successfully Remove Service Close The _ Install Service button is no longer active 8 Click on to close the Service Manager window 9 Reboot your computer that is shut down and restart CN Express AutoP
88. mputer as the live version e With the live AutoProcessor transactions are really sent to and processed by your processing service Auric Systems International strongly recommends that you run the demo AutoProcessor as an application not a service when you first install it After you ve configured the AutoProcessor and tested your configuration you can switch to the live version see page I 58 and install as a service see Chapter 5 Running the AutoProcessor As a Service on page I 59 confident that the AutoProcessor will work smoothly If you decide to install only the AutoProcessor you can always install the management tools later on whether on the same computer or a remote computer or both see the CN Express AutoProcessor Management Tools manual However the service manager only installs with the AutoProcessor not with the management tools Installation Procedure 1 Begin the installation from the Auric Systems International web page www AuricSystems com Go to Downloads and follow the instructions for downloading the CN Express AutoProcessor 2 The following screen appears CN Express AutoProcessor Page I 7 Installing the AutoProcessor Installing the AutoProcessor Welcome E x Welcome to the CN E xpress AutoProcessor Setup program This program installs CNIExpress AutoProcessor on your computer IMPORTANT DEFAULT PASSWORDS Default Password for Viewer is VIEWER Default Password f
89. n New User At the User Name type cnxapservice OO ot GY Sy A e S At Password type in a password repeat in the Confirm Password box 9 Remove the check mark next to Change Password at Next Logon 10 Place a check mark next to Password never expires 11 Click on Groups 12 At Not member of list click on Administrators 13 Click on Add to move Administrators to the Member of list 14 Click CN Express AutoProcessor Page I 61 Establishing a Log On Account for the Service Installing the AutoProcessor 15 In the New User main window click Your new account is listed under User Manager 16 Close the window Page I 62 CN Express AutoProcessor Installing the AutoProcessor Setting Up and Changing Remote Directories Setting Up and Changing Remote Directories The following procedure is necessary if at least one AutoProcessor directory is on a remote computer it isn t necessary for local service eee 1 You must create a user name and password on the computer where THe user name and your directories are located This user name and password must be password must be A exactly the same on exactly the same as the one you established for the computer where both computers the AutoProcessor is installed see page I 60 Use the same 2 On the computer where the AutoProcessor is installed open the AutoProcessor 3 Click 4 Click on Configure 5 Click on Directories 6 Set up the UN
90. national recommends keeping the defaults Option If You Keep the Default the If You Change the Default the AutoProcessor AutoProcessor Timeout if No If the AutoProcessor can t If the AutoProcessor can t Response In M connect to the processing T connect to the processing service it keeps trying service on the first try it continuously for the amount gives up of time shown in the Minutes Seconds box The default and minimum time is minute 10 seconds The maximum time is 59 minutes 59 seconds Within those limits you can select any length of time you prefer Retry Connection to If the processing service If the processing service Server After Failure M doesn t respond before the doesn t respond before the timeout the AutoProcessor timeout the AutoProcessor waits a specified time and gives up tries again the default is every 10 seconds 7 Ifyou want to change the defaults for Retry Connection press to view Retry Settings i x Specify Retry Settings using Seconds or Minutes Seconds Retry Every fi 0 Seconds Give Up After fi 5 00 Minutes Seconds C Retry Indefinitely Cancel CN Express AutoProcessor Page II 29 Setting Up the AutoProcessor for Paymentech Chapter 4 Paymentech Orbital Gateway 8 Change the default retry settings as follows Retry Every By default if the timeout period expires before the AutoProcessor reaches your processing service the
91. nd out if they offer automatic fraud checking and whether they have any special requirements The default is no fraud checking Click on After Imports to view Import File Default Values After Import After Import Delete File Change Extension to DNE 14 Here you tell the AutoProcessor how to handle the import file after importing it The default is to change the file s extension to DNE and save it If you click on the Delete File radio button the AutoProcessor deletes the file after import Auric Systems International recommends creating a done file When your configuration is finished click on to leave the Configure Import screen CN Express AutoProcessor Page I 41 Configuring Exports Chapter 4 Configuring and Testing the AutoProcessor Configuring Exports Just as the import file contains only the fields you selected during import configuration the export file EXP OK BAD contains only the fields you selected during export configuration If you re exporting ICV style files see Appendix B ICVerify ICV Style Files on page Ill 7 for information on using Layout Templates and selecting ICV Style Settings After your processing service approves or declines the transaction it sends its results back to the AutoProcessor The AutoProcessor prepares the processed transaction for export to your external application With the Configure Exported Files sc
92. oProcessor 773 Expiration date 7 12 1 19 EXPORT directory See Directories Export files Also see Directories EXPORT configuring 29 142 144 I1 5 19 defined 723 extension 724 50 ICV style Z1 5 19 naming 723 124 56 processing 718 719 splitting into bad and OK files 720 723 Extensions F BAD 719 CN 123 DNE 23 EXP 719 123 AMP 718 725 55 LOG 25 OK 719 REJ 718 126 changing 750 checking 731 733 156 157 hiding 733 importing and 738 9 overview 24 25 Fields export field names in first record 744 18 exporting 742 144 IIT1 6 19 first row contains field names 740 12 importing 739 7 11 Page I 24 CN Express AutoProcessor Index CN Express AutoProcessor LastActionSucceeded 726 list of 38 17710 quotes 740 744 7712 I1 18 reference list 734 139 142 selecting 743 I7 unassigned 739 Files archive See Archive bad 719 123 124 142 144 156 157 IT13 18 capture 783 CMS txt 12 communication 23 124 configuring 37 44 153 154 deleting 741 780 790 77114 delimited See Delimited text file done 718 723 124 141 157 181 IIT14 error 724 exclusive access 7 71 export See Export files extensions See Extensions ICV_AllFields txt for configuration Z9 import See Import files log See Log menu 27 naming 23 124 177 190 numbering 25 90 PayFuse txt 21 priority 779 processed transactions See Archive PTECH txt 1 34 queueing 7
93. ocessor The main tasks in setting up the AutoProcessor are e Configure remote utility communication settings Under certain circumstances only you change the default IP address and port that the AutoProcessor uses for remote utility communications e Configure processor settings You enter the information the AutoProcessor needs to communicate with your specific processing service this information is provided by your processing service e Configure imports You tell the AutoProcessor what type of information it should expect from your external application and in what format e Configure exports You tell the AutoProcessor what type of information it should send to the external application and in what format e Configure directories You change the default directories where files are stored CN Express AutoProcessor Page I 29 Chapter 4 Configuring and Testing the AutoProcessor e Configure options You decide whether to delete held authorizations and when whether to change the default file extensions and whether to use file polling This chapter describes how to configure the AutoProcessor then test your configuration It also explains how to switch from the demo version to the live version of the AutoProcessor Page I 30 CN Express AutoProcessor Chapter 4 Configuring and Testing the AutoProcessor Preparing for Configuration Preparing for Configuration Using the Demonstration Version an
94. omes available for shipment the external application submits a Ship transaction that includes the Auth Code 5 The AutoProcessor matches the Ship transaction with the Auth Hold transaction and retrieves the Transaction Reference Key 6 The AutoProcessor sends the transaction to PayFuse for settlement Another approach is to use the Capture Manager to capture and settle the individual Auth Hold transactions Page II 20 CN Express AutoProcessor Chapter 3 FNMS PayFuse Gateway Importing and Exporting Importing and Exporting The AutoProcessor ships with default import and export templates designed for FNMS PayFuse Gateway A sample PayFuse specific import file is also provided PayFuse txt CN Express AutoProcessor Page II 21 Understanding Limitations and Requirements Chapter 3 FNMS PayFuse Gateway Understanding Limitations and Requirements Limitations When processing through FNMS PayFuse Gateway the AutoProcessor works within these specific limitations e Credit card and purchase card Level II transactions are supported e Check processing is not supported e International currencies are not supported System Requirements When configured for the FNMS PayFuse Gateway the AutoProcessor has the standard system requirements with the following addition e All communications with the gateway must occur through a fixed TCP IP address The actual machine that communicates with PayFuse doesn t ne
95. omma IV Export Unmasked Account Numbers C Other i IV Split Approvals from Declines The AutoProcessor automatically chooses defaults to match the type of template you selected You can change these defaults if you want to 9 Click on a radio button to choose a Delimiter 10 Click on any of the choices under Options Option No Check Mark Check Mark Export Field Names in Doesn t show the field Shows the field names You First Record names for the fields M must place a check mark here Include Quotes Omits quotes around field Places quotes around fields Around Each Field T names M Export Unmasked Exports only the last four Exports the full account Account Numbers L digits of the account number M number Split Approvals from Places all transactions Places approved Declines l approved declined and M transactions in a OK file in rejected in a single EXP the EXPORT directory and file in the EXPORT declined rejected directory transactions in a BAD file in the DECLINES directory 11 If necessary change the defaults in the ICV STYLE SETTINGS box Page III 18 CN Express AutoProcessor B ICVerify ICV Style Files Configuring Exports with Templates IC Style Settings Export ICV Style Response Field As Second Line Include AVS Response Code in ICV Style Response Export Expiration Date as YYMM Option Click on any
96. or Chapter 6 Operating the AutoProcessor Pausing Closing and Exiting the AutoProcessor Exiting the AutoProcessor Exiting When Running As an Application You can t exit the AutoProcessor if it s running To exit the AutoProcessor you have to pause first Exiting When Running As a Service When you exit the AutoProcessor you shut down quit the program The method for exiting the AutoProcessor differs depending on whether it s running as an application or a service Regardless of how you exit the AutoProcessor stays paused as long as the AutoProcessor is shut down But when you start up again e Either the AutoProcessor automatically begins processing transactions even before you open the console that is before you click on the icon This is the default e Or you configured the AutoProcessor to start paused In that case the AutoProcessor does not automatically begin processing To exit the AutoProcessor 1 Click on 2 Click on File 3 Click on Exit To exit the AutoProcessor stop the service through the Windows Control Panel The AutoProcessor automatically shuts down CN Express AutoProcessor Page I 73 Understanding the Events Log Chapter 6 Operating the AutoProcessor Understanding the Events Log The AutoProcessor logs operating events such as server pause and resume file import and export and submission of transactions in two ways on the Log screen and in
97. or Capture Manager is CAPTURE Passwords are case sensitive WARNING This program is protected by copyright law and international The management tools i treaties require passwords the AutoProcessor doesn t Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to EEE the maximum extent possible under law cme 3 Click on Software License Agreement Eg Please read the following License Agreement Press the PAGE DOWN key to see the rest of the agreement LICENSE AGREEMENT TERMS AND CONDITIONS CAREFULLY READ ALL THE TERMS AND CONDITIONS OF THIS AGREEMENT PRIOR TO CONTINUING USE OF THIS PROGRAM CONTINUING USE OF THIS PROGRAM CONSTITUTES YOUR ACCEPTANCE OF THESE TERMS AND CONDITIONS 1 LICENSE You have the non exclusive right to use the enclosed program This program may only be used on the number of computers licensed by you You may physically transfer the program from one computer to another provided that the program resides on only one computer at a time YOU MAY NOT USE COPY MODIFY DECOMPILE REVERSE ENGINEER TRANSFER OR DISTRIBUTE THE PROGRAM OR DOCUMENTATION EXCEPT AS EXPRESSLY PROVIDED IN THIS AGREEMENT m Do you accept all the terms of the preceding License Agreement If you choose No Setup will close To install this product you must accept this agreement Print
98. or to handle imports it either deletes the original MP file or changes its extension to DNE and saves it 4 The AutoProcessor stores the transaction records in its own data base and sends each transaction to your processing service 5 The processing service processes each transaction then authorizes approves or declines it and finally sends its response back to the AutoProcessor 6 The AutoProcessor adds the response to its data base and formats the updated transaction records to match the requirements of your external application 7 Depending on how you configured the AutoProcessor to handle exports one of the following occurs Page I 18 CN Express AutoProcessor Chapter 3 Understanding the AutoProcessor What Does the AutoProcessor Do e All transactions approved declined and rejected are placed in a EXP file The file is stored in the EXPORT directory e The AutoProcessor splits approved transactions from declined rejected transactions The declined rejected transactions are placed in a file with a BAD extension along with an indication of why they failed That file is stored in the DECLINE directory You can then use CN Express SU to review and process the declined transactions The approved transactions are placed in a file with a OK extension That file is stored in the EXPORT directory e Held authorizations Held Auths are kept in both the EXPORT directory and in the AutoProcessor s da
99. proper authorization If the transaction is authorized it is Conditional Deposit immediately captured for later automatic settlement There is no need to provide a follow up Capture transaction Page II 18 CN Express AutoProcessor Chapter 3 FNMS PayFuse Gateway Processing Transactions Authorization and Capture If the external application can t store the Transaction Reference Key the merchant should use the Auth Hold and Ship method described below Auth Hold and Ship The Ship transaction looks for a match with the Auth Hold transaction in the following fields Transaction ID Account Number and Auth Code The Amount of the Ship transaction must be less than or equal to the authorized amount This approach consisting of an initial authorization transaction followed by a later Capture transaction Capture transaction transactions can be sent individually or together a settlement batch isn t required The general process is as follows 1 The external application the merchant s software sends an Authorization transaction to the AutoProcessor 2 The AutoProcessor sends the transaction to PayFuse PayFuse authorizes it and the AutoProcessor sends the authorized transaction to the external application 3 The external application must store the Transaction Reference Key with the authorized transaction This key contains information that is specific to your processing service and that must be submit
100. r export The AutoProcessor remembers the name of the import file that contained the original transaction It places the processed transaction in a file with the same name only the extension changes For example transactions imported from a file named ABC IMP are exported to a file named ABC EXP You configure the AutoProcessor to prepare the export file in one of two ways e Either it places approved declined and rejected transactions in one file EXP e Or it places approved transactions in one file OK and declined rejected transactions in another file BAD The BAD file lets you quickly find transactions that need follow up action without searching a large EXP file for a few declined or rejected records By default the AutoProcessor is set up to place the export files in the EXPORT directory The external application searches the EXPORT directory for files and reads them CN Express AutoProcessor Page I 23 Understanding AutoProcessor Terms Chapter 3 Understanding the AutoProcessor File directories and The AutoProcessor processes many files You can read and edit any file extensions with any text editor or word processor except for the communication files Throughout this manual it s assumed that files are being stored in the default directories under the default file extensions For information on changing the defaults see Chapter 4 on page I 29 The following
101. r user e Proxy Password proxy server password At Server Connection set a limit on the amount of time the AutoProcessor should wait for a response from the PayFuse Gateway FNMS requires a time of between 5 seconds and 60 minutes The default is 70 seconds 1 10 if at all possible keep the default CN Express AutoProcessor Page II 17 Processing Transactions Chapter 3 FNMS PayFuse Gateway Processing Transactions Supported Transactions When configured to support the FNMS PayFuse Gateway the AutoProcessor supports the following transaction actions Action Description H C C1 AUTH AND CAPTURE H C4 AUTH HOLD R C3 CREDIT REFUND F C5 FORCEINSERTAUTH VOICE D POSTAUTH CAPTURE A C6 PREAUTH Z CO SHIP V C2 VOID Processing Options You can process transactions using the AutoProcessor and FNMS PayFuse Gateway using any one or any combination of the following methods e Perform one pass Authorization and Capture e Perform two pass Authorization followed by a Capture e Perform two pass Auth Hold followed by a Ship When processing through the FNMS PayFuse Gateway there is no separate settlement process Your account is set up to AutoClose at a specific time of day and all captured transactions are settled at that time see FNMS for details about the specific closing time Authorization and With this approach transactions that are sent to PayFuse are first Capture or checked for
102. ram Files CNIExpress AP Log Archive Directory C Program Files CNIExpress_ AP Archive e Default OK 1 Select the name of the directory you want to change for example Import 2 Type in the new directory name CN Express AutoProcessor Page I 45 Configuring Directories Chapter 4 Configuring and Testing the AutoProcessor 3 Click on The AutoProcessor automatically creates the new directory Browsing To change the directories by browsing 1 Make sure the new directory already exists on your local or remote system and that you have read write privileges to that directory 2 Ifthe AutoProcessor isn t already paused click on 3 Click on Configure 4 Click on Directories to view Configure Directories Import Directory C Program Files CNIExpress_A4P Import Error files ERR and done files DNE are Batch Import Directory C Program Files CNIExpress_AP Batchlmport created by renaming the import IMP files se Export Directory C Program Files CNIExpress_APSE xport when you change the 5 i 8 C Program Files CN Express_AP Decine IMPORT directory for Decline Directory C Program Files CNIExpress_AP Decline IMP files you re also Reject Directory C Program Files CNIExpress_AP Reject automatically changing it for ERR and DNE files Log Directory C Program Files CNIExpress_4P Log Archive Directory C Program Files CNIExpress_AP Archive Default OK
103. re in the form MMYY for example 03 02 would be March 2002 Assumes that dates are in the form YYMM for example 03 02 would be February 2003 READ MERCHANT ALIAS FROM COMMENT 2 CLERK established when you configure processor settings Page III 12 Doesn t read the merchant alias 12 Click on Default Values to view Reads the merchant alias from the Comment 2 field and sets the Merchant ID for this transaction to the one that matches the alias CN Express AutoProcessor B ICVerify ICV Style Files Configuring Imports with Templates If your file does specify an action for each transaction the AutoProcessor automatically ignores the default eel Capture is used only for previous Authorizations never for Held Auths Import File Default Values After Import Authorization and Captur w Merchant ID 111111111111 DEMO Action Class MOTO Tender Credit Card 7 Check Fraud 13 14 15 16 If your import file doesn t specify an Action field for each transaction you must set the default Action to one of the choices such as Authorization and Capture or Refund For example if you select Refund every transaction that the AutoProcessor sends to the processing service is considered to be a refund The SHIP action is specifically for re importing ICV style transactions that were previously imported as Held Auths Do not use SHIP for any ot
104. rectory and really sends transactions to the processing service The AutoProcessor remembers the configuration you set up in the demo version and uses it in the live version To switch from demo to live 1 Click on Configure 2 Click on Serial Number and Activation Key to view NG Serial Number and Activation Key Serial Number J Activation Key BE BE J Cancel Fill in your serial number and your activation key After you bought the AutoProcessor these numbers were emailed to you 3 Click on From now on the AutoProcessor is live The word DEMO no longer appears on the upper right corner of the screen Transactions are processed exactly as they were in the demo version except now they are really sent to your processing service Page I 58 CN Express AutoProcessor Even with remote service Auric Systems International recommends that you always leave your LOG directory and LOG files on the same machine as the AutoProcessor Chapter 5 Running the AutoProcessor As a Service The CN Express AutoProcessor runs as either a stand alone application or as a service During configuration and testing you should run the AutoProcessor as an application Afterwards you may run the AutoProcessor as a service with one of the following configurations e Local service Both the AutoProcessor and its directories are on the same computer e Remote service The AutoProcessor is
105. reen you tell the AutoProcessor what type of information which fields to export to your external application and in what format If you don t select a field the information isn t saved in the export file even if your processing service included it For an explanation of all the fields available for export see the Field Reference under the main Help menu 1 Click on Configure 2 Click on Exports to view Configure Exported Files 2 Available Fields Fields to Export Activity Date Authorized Amount Authorized Date ANS AVS Message Batch ID E gt Billddress Address1 Ee Kk amp bb BillAddress Address2 Result Code BillAddress Apt Last amp ctionSucceeded BillAddress City BillAddress Country gt Delimite _ Options Oe J Export Field Names in First Record J Include Quotes Around Each Field Comma J Export Unmasked Account Numbers Other IV Split Approvals from Declines MICY Style Settings I Export IC Style Response Field As Second Line Include AYS Response Code in ICV Style Response Export Expiration Date as YY MM Layout Templates Cancel OK 3 There are two main boxes on the Configure Exported Files screen Available Fields and Fields to Export By default nine fields are exported as shown in the screen above You may want to change or add to these fields For example if you add the Response Text field yov ll be able to see why the processin
106. rform in the future pause resume open close observe the queue status delete a file and archive log files This chapter describes those operations CN Express AutoProcessor Page I 71 Pausing Closing and Exiting the AutoProcessor Chapter 6 Operating the AutoProcessor Pausing Closing and Exiting the AutoProcessor Pausing or Resuming the AutoProcessor The following buttons toggle only one appears at the screen at any time e Click on and the AutoProcessor stops working Click on Resume and the AutoProcessor begins working Closing and Opening the AutoProcessor Console To close the AutoProcessor console hide the main screen from view 1 Click on File 2 Click on Close Closing the AutoProcessor console and hiding the main screen from view won t automatically pause the AutoProcessor e To stop the AutoProcessor from processing transactions you have to pause before you close The AutoProcessor stays paused until you open it again and click on the Resume button e Ifyou don t pause before closing the AutoProcessor keeps on processing transactions even though the main screen is hidden To open the AutoProcessor console show the main screen e Either double click on the icon that appears on the task bar of your desktop e Or if you don t see the icon stop the service then open the AutoProcessor as an application as described on page I 13 Page I 72 CN Express AutoProcess
107. rocessor Click on This Menu To Select from These Tasks Queue Pause processing Resume processing Remove Job from the queue Configure Change Directories where files are stored Set up files for Imports Set up files for Exports Enter or change Serial Number and Activation Key Change Processor Settings Change Remote Utility Communication settings Change Options Help View and print this User Manual View and print Field Reference View and print Management Tools Manual Viewer and Capture Manager Get Acrobat Reader Access the Auric Systems International Home Page View and update Maintenance Contract information not available in demo version Find information About the AutoProcessor including serial number and activation key There s one button on the main CN Express AutoProcessor screen it toggles Click on T0 Start the AutoProcessor working if this button is showing the AutoProcessor is paused and won t resume processing until you press the button Temporarily stop the AutoProcessor if this button is showing the AutoProcessor is already working and won t stop until you press the button Page I 28 CN Express AutoProcessor Configuration goes more smoothly if you try out the different options first using the demo AutoProcessor You can then switch to the live version as explained later Chapter 4 Configuring and Testing the AutoPr
108. rocessor Page I 65 Testing the Service Installing the AutoProcessor Testing the Service To test the service use the Viewer to check if the AutoProcessor is processing transactions 1 On the computer where your remote directories are located install the CN Express management tools 2 Click on Astar 3 Click on Programs 4 Click on CN Express AP Viewer to view Login X CN Express Viewer Host localhost v Port e990 Password Cancel 5 In the Host box type the IP address of the computer where the directories are located 6 In the Password box type VIEWER You must type all capital letters The password appears as a series of asterisks 7 Click on to view a screen like the following Page I 66 CN Express AutoProcessor Installing the AutoProcessor 8 25 2003 3 55 39 PM 8 25 2003 3 55 39 PM 8 25 2003 3 55 37 PM 8 25 2003 3 55 35 PM 8 25 2003 3 55 33 PM 8 25 2003 3 55 31 PM 8 25 2003 3 55 29 PM 8 25 2003 3 55 27 PM 8 25 2003 3 55 24 PM 8 25 2003 3 55 22 PM 8 25 2003 3 55 21 PM 8 25 2003 3 55 21 PM 8 25 2003 3 55 21 PM 8 25 2003 3 55 21 PM 8 25 2003 3 55 21 PM Viewing CNIE xpress AutoProcessor L5 Information ED Information iD Information 2 Information iD Information lt P Information iD Information lt gt Information lt gt Information sP Information iD Information iD Information iD Information eP Information 4utoProcessor is PAUSED CN Expre
109. rocessor and the management tools on the same computer go to Step 7 CN Express AutoProcessor Page I 9 Installing the AutoProcessor Installing the AutoProcessor e To install just the AutoProcessor click on the box next to If you install just the Management Tools to remove the check mark then go to Step 7 AutoProcessor you may want to install the management tools later 7 Click on In that case open the installer file and repeat this installation procedure E from Step 1 At Step 6 Select Program Folder x remove the check mark next to CN Express AutoProcessor but leave the check mark at Management Tools Go on to Step 7 to view a screen like the following Setup will add program icons to the Program Folder listed below You may type a new folder name or select one from the Existing Folders list Click Nest to continue Adobe Framemaker Cyber Patrol CyberMedia Dil Change FirstClass Internet Explorer lomegaW are x lt Back Cancel 8 Click on Ready To Install 3 xj Setup now has enough information to start installing CNIExpress AutoProcessor Click Back to make any changes before continuing Click Cancel to exit Setup Current settings Components CNIExpress AutoProcessor Management Tools Destination Directory C Program Files CNIExpress_AP Program Folder CNIExpress AutoProcessor Page I 10 CN Express AutoPro
110. rts In that case the following file names are all acceptable for import files ABC IMP or ABC FFF IMP or ABC_FFF IMP CN Express AutoProcessor Page I 31 Preparing for Configuration Chapter 4 Configuring and Testing the AutoProcessor But the following file names are not acceptable ABC FFF or ABC IMP FFF or ABC_FFF The AutoProcessor refuses to import files that don t have a IMP extension If your computer is set up to hide extensions you won t be able to check the file names With hide extensions in effect a file that is named ABC IMP FFF is listed on screen as ABC IMP The file name looks right but the AutoProcessor rejects the file because its real hidden extension is FFF not MP To check the extension on your files 1 Click on Astar Click on Programs Click on Windows Explorer Click on the C drive S aea e On the Tools menu click on Folder Options to view a screen like the following Folder Options 2f x General View File Types Ed Men Go Farwies Heh m Windows Desktop Update Web style Your computer looks and acts like the Web e g single click Classic style Your computer defaults to Windows classic settings Settings Cancel EPpy Page I 32 CN Express AutoProcessor Chapter 4 Configuring and Testing the AutoProcessor Preparing for Configuration 6 Click on the View tab to view Folder Options 2 xi General
111. s AutoProcessor is able to communicate with third party applications that require ICV style import and export files This appendix describes how to set up ICV style import and export using the AutoProcessor s built in templates CN Express AutoProcessor Page III 7 Preparing for Configuration B ICVerify ICV Style Files Preparing for Configuration ICV Style Actions The following table lists e The ICV style actions that the AutoProcessor supports e The equivalent in AutoProcessor terms ICV Style Action AutoProcessor Action Abbreviation C1 Sale SorC C2 Void V CR C3 Refund Credit R C4 Auth Hold H C5 Voice F C6 Authorization A Authorization and Capture CO Ship Z The ship action CO is used to capture transactions that were previously processed as auth holds Defaults If you make changes then want to undo them don click on the DEFAULT button That button returns all settings to the appropriate defaults for SAMPLE TXT and SMALL TXT To return to the defaults for an ICV style format click on Layout Templates Then select the template you want Page III 8 CN Express AutoProcessor B ICVerify ICV Style Files Configuring Imports with Templates Configuring Imports with Templates 1 Click on Configure 2 Click on Imports to view Select Model Import File a 21x Look in E Import gt ex FE ICV_AllFields txt one txt H
112. s follows 1 The external application the merchant s software sends an Authorization transaction to the AutoProcessor 2 The AutoProcessor sends the transaction to Paymentech Paymentech authorizes it and the AutoProcessor sends the authorized transaction to the external application 3 The external application must store the Transaction Reference Key with the authorized transaction This key contains information that is specific to your processing service and that must be submitted later with the Capture transaction The Transaction Reference Key may contain up to 100 alphanumeric characters 4 Later on for example when the item becomes available for shipment the external application submits a Capture transaction that includes the Transaction Reference Key In this approach the AutoProcessor remembers the Transaction Reference Key When a Auth Hold transaction is ready to ship entirely or in part a Ship transaction is sent The Ship transaction retrieves information from the matching Auth Hold transaction Therefore the external application doesn t have to store the Transaction Reference Key The AutoProcessor matches the Ship transaction to the Auth Hold transaction and retrieves the Transaction Reference Key automatically The process works as follows 1 The external application the merchant s software sends an Auth Hold transaction to the AutoProcessor 2 The AutoProcessor sends the transaction to Paymentech
113. s that don t match your configuration choices During configuration Auric Systems International recommends that you don t delete edit or overwrite sample txt and small txt Instead copy and rename them then delete or edit the copies Configuring Imports Your external application sends a delimited text file to the AutoProcessor Using the Configure Import screen you tell the AutoProcessor what to expect the contents of the file and the way it s organized The AutoProcessor automatically configures the file to meet the requirements of your processing service it inserts the correct delimiter and removes any unnecessary information such as quotation marks around the fields The following procedure makes three assumptions e The imported text file uses a tab for the delimiter and arrives with quotation marks around fields e You re using the sample txt file supplied with the AutoProcessor to configure imports You could use any other txt file supplied with the AutoProcessor or any file of your own with the extension IMP TXT or CSV e You re not importing ICV style files and you re not using ICV AllFields txt See Appendix B ICVerify ICV Style Files on page II 7 for information on using templates to import and export ICV style files The small txt and sample txt files are identical except that sample txt contains more transactions enough to make sure that the AutoProcessor can handle a
114. sor remembers the Transaction Reference Key When a Auth Hold transaction is ready to ship entirely or in part a Ship transaction is sent The Ship transaction retrieves information from the matching Auth Hold transaction Therefore the external application the merchant s software doesn t have to store the Transaction Reference Key The AutoProcessor matches the Ship transaction to the Auth Hold transaction and retrieves the Transaction Reference Key automatically The process works as follows 1 The external application sends an Auth Hold transaction to the AutoProcessor The AutoProcessor sends the transaction to Chase Merchant Services who approves it Then the AutoProcessor sends the successful transaction to the external application The AutoProcessor also stores the successful transaction with the Transaction Reference Key The external application must store the returned Auth Code along with the transaction ID account number and amount with the successful transaction At the end of the day the external application sends the AutoProcessor a file containing all the transactions to be settled that day The file contains the Auth Code The transaction type is Ship Z or CO The end of day settlement file may also contain Refunds and any Offline Voice sometimes called Force transactions The AutoProcessor matches the Ship transaction with the Auth Hold transaction and retrieves the Transaction Reference Key
115. ss AutoProcessor Server Paused Server Paused at 8 25 2003 3 55 39 PM Submitting Transaction Submitting Transaction Submitting Transaction Submitting Transaction Submitting Transaction Submitting Transaction Submitting Transaction Submitting Transaction Startup completed Submitting Transaction Initializing Database tables verified Testing the Service CNIExpress 4utoProcessor v 3 6 2 3 Server Application St Click on the Log tab Place a file with an IMP extension in your IMPORT directory You should see the transactions being imported processed and exported on the Viewer screen Page I 67 Removing as a Service Installing the AutoProcessor Removing as a Service You can remove the AutoProcessor as a service at any time and then run it as an application If you want to change the AutoProcessor s configuration and it s running with a remote service you must stop the service before making configuration changes but you don t have to remove the service To remove the AutoProcessor as a service 1 Log into the AutoProcessor as an account that has read and write permissions to all the AutoProcessor directories for example cnxapservice Otherwise an error message appears Error Can t access one or more directories as configured Retrying 2 Click on Programs 3 Click on CNI Express AutoProcessor 4 Click on CNX Service Manager to view CNKServiceMa 2101
116. t Values to view Import File Default Values After Import Action Authorization and Captur Merchant ID 1111111111111 DEMO Class MOTO hd Tender Credit Card v Check Fraud Page I 40 CN Express AutoProcessor Chapter 4 Configuring and Testing the AutoProcessor Configuring Imports If your file does specify an action for each transaction the AutoProcessor automatically ignores the default The Ship action is specific to ICV style transactions that were previously imported as Held Auths Do not use Ship for any other purpose 10 If your import file doesn t specify an Action field for each 11 12 13 transaction you must set the default Action to one of the choices such as Authorization and Capture or Refund For example if you select Refund every transaction that the AutoProcessor sends to the processing service is considered to be a refund You may need to change other defaults such as Merchant ID also called Division ID Class MOTO recurring or E commerce and Tender credit card purchase card or check The choices that appear depend upon a your processing service and b the information you entered when configuring processor settings specifically the merchant ID information Click on Check Fraud to add a check mark if you want your processing service to automatically check every transaction for fraud You should first contact your processing service to fi
117. t configuration optional DINERS SE NUMBER Service establishment SE number provided by Diners Club DISCOVER SE NUMBER Last 10 digits of service establishment SE number provided by Discover JoB SE NUMBER Digits 5 through 14 of the service establishment SE number provided by JCB MERCHANT NUMBER MID The 11 digit MID supplied by CMS QUAL CODE A code supplied by FDMS SERIAL NUMBER SN A 2 digit SN supplied by FDMS SIC CODE 4 Click on SIC code supplied by CMS if needed 5 To delete a merchant account click on the account then click on Delete You should delete the demonstration account Merchant Number 11111111111 before you switch to the live AutoProcessor 6 When you have finished making changes click on Configuring the URL Proxy Connection Datawire provides two URLs Internet Addresses for transaction processing a primary URL and a secondary URL Page II 7 Setting Up the AutoProcessor for Chase Merchant Services Chapter 2 Chase Merchant Services To enter the URL 1 Click on the URL Proxy tab to view e Chase Merchant Services IPN Jog Merchant Info URL Prosy Primary URL Secondary URL Use HTTPS Proxy Server ey ee c c Cancel Enter the primary and secondary URLs provided by Datawire 2 Ifyou are connecting through a proxy server ask your company s network administrator you must click on th
118. t what if it doesn t Here s a delimited text file that uses a comma for a delimiter and omits the quotes 5240 1519 1615 1576 11 63 258 98 Linda Poole 433 Butterworth Ln 5191 469 6 3756 6166 11 62 87 63 Harry Bratton 345 Scotts Valley Rd 5191 469 6 3756 6106 12 62 104 48 Carl Malone 1669 Third Ave When you open this file in the Configure Import screen it looks like this xi Fields Columns with Data from sample2 txt Auth Code Authorized Amount Authorized Date Action Comment 2 Comment 1 Account 5240 1519 1015 1570 11 06 258 98 Linda Poole 5191 4090 3756 0100 11 05 87 03 Harry Bratton 191 4090 3756 0100 12 05 104 48 Carl Malone BillAddress Address2 BillAddress Apt Billddress City gt Bil ddress Country BillAddress Email Import File Default Values After Import BillAddress FirstN ame BillAddress HomePhone Delimiter Options BillAddress LastN ame or Bill amp ddress MiddleName C Tab J First Row Contains Field Names BillAddress State JV Fields Include Quotes BillAddress WorkPhone F Fi Captured Date nt ICY Style Settings Check Acct Type pare Check Fraud C Other r JV Expiration Date as YYMM Class J Read Merchant Alias from Comment 2 Clerk CNX Order ID zl Required Fields Default Layout Templates Cancel The AutoProcessor automatically assigns field headings delimiters options and so on as best as it can You
119. ta base From the data base they can undergo either manual processing using the AutoProcessor Capture Manager or automatic processing by re importing using the Ship action 8 The external application reads the file in the EXPORT directory either the EXP file or the OK file The AutoProcessor automatically keeps importing formatting and exporting until you tell it to pause or exit The following flow chart describes how the AutoProcessor AP handles one file and one transaction In reality the AutoProcessor handles many files and transactions at the same time It simultaneously imports one file updates transaction records in another file and exports yet another file CN Express AutoProcessor Page I 19 What Does the AutoProcessor Do Chapter 3 Understanding the AutoProcessor and External application creates delimited text file IMP and places it in AP s IMPORT or BATCHIMPORT directory AP rejects AP imports improperly records into formatted its internal records database REJ 4 AP either AP sends a deletes IMP transaction to file or saves processing with DNE service extension 6 oO Processing AP receives AP places Held Auths service response and text file in are also kept processes updates its EXPORT in AP data transaction records directory base You configure AP to either export all transactions to a single file EXP or first split successful OK from declined
120. table defines the default file extensions and directories Extension Type of File Found in This Directory BAD Export file containing rejected and DECLINE declined transactions approved transactions are in the OK file CN Communication file automatically deleted CNA Archive file ARCHIVE DNE Import file of transactions exactly as IMPORT or BATCHIMPORT received from an external application optional renamed after import ERR Error file created if the import IMPORT or BATCHIMPORT procedure fails for some reason for example if you changed a directory name using Windows Explorer instead of the AutoProcessor s Configure menu EXP Export file containing approved EXPORT declined and rejected transactions the external application reads this file IMP Import file from an external IMPORT or BATCHIMPORT application until AP automatically deletes it or changes the extension to DNE LOG Log file LOG OK Export file containing approved EXPORT transactions only declines and rejects are stored in the BAD file REJ File containing imported records that REJECT were improperly formatted Filenames The AutoProcessor remembers the name of the import file and uses this name for all other files only the extension changes For example the import file ABC IMP becomes ABC EXP ABC BAD ABC OK and so on If there is already a file with the same name in the same Page I 24 CN Express AutoProcessor Chapter 3 Understanding the Au
121. te the account on the same computer with the AutoProcessor The exact procedure changes depending on the operating system for your computer The following procedures assume e You re running the AutoProcessor as a service e The import and export are configured to a remote computer e The two computers are peers in a workgroup with no domain users available e The user account is called cnxapservice this is an example only you may name the account anything you like 1 Open User Accounts in the control panel Click on Create a New Account Name your new account cnxapservice Click Next FY SN Page I 60 CN Express AutoProcessor Installing the AutoProcessor Establishing a Log On Account for the Service 5 At Account Type click on the Computer Administrator radio button Administrators have certain rights including the right to log on as a Service Your new account is listed under Pick an account to change 6 At Create a password type in a password 2000 Professional 1 Open Users and Passwords in the control panel 2 At User Name type cnxapservice 3 Click Next 4 At Password type in a password repeat in the Confirm Password box 5 At Level of Access click on Other 6 Scroll down until Administrators appears in the Others box 7 Click on Finish NT4 1 Click Start Click on Programs Click on Administrative Tools Click on User Manager Click on User in the menu bar Click o
122. ted later with the Capture transaction The Transaction Reference Key may contain up to 100 alphanumeric characters 4 Later on for example when the item becomes available for shipment the external application submits a Capture transaction that includes the Transaction Reference Key In this approach the AutoProcessor remembers the Transaction Reference Key When a Auth Hold transaction is ready to ship entirely or in part a Ship transaction is sent The Ship transaction retrieves information from the matching Auth Hold transaction Therefore the external application doesn t have to store the Transaction Reference Key The AutoProcessor matches the Ship transaction to the Auth Hold transaction and retrieves the Transaction Reference Key automatically The process works as follows 1 The external application the merchant s software sends an Auth Hold transaction to the AutoProcessor 2 The AutoProcessor sends the transaction to PayFuse PayFuse approves it and the AutoProcessor sends the successful transaction to the external application The AutoProcessor also stores the successful transaction with the Transaction Reference Key 3 The external application must store the returned Auth Code as well as the transaction ID and account number with the successful transaction CN Express AutoProcessor Page II 19 Processing Transactions Chapter 3 FNMS PayFuse Gateway 4 Later on for example when the item bec
123. ter as the AutoProcessor they don t even have to be Windows or NT based When a credit card customer orders a product through a website or an interactive voice response system or any other automated system the customer starts a sales transaction Information about the transaction is automatically stored as one record in a data base or other external application Eventually it must be sent to your processing service so that the processing service can move money from the customer s account and into the merchant s account to complete the sale In the past you had to manually send the transaction to the processing service Now the AutoProcessor is ready to take over and automatically submit a variety of transactions to your processing service All it requires is an external application that can store transactions in a delimited text file Here s what happens 1 The external application creates a delimited text file IMP containing the records for any number of transactions 2 The external application places that file in the AutoProcessor s IMPORT or BATCHIMPORT directory 3 The AutoProcessor receives imports the text file from the IMPORT directory As the AutoProcessor imports it removes from the file any transaction records that aren t properly formatted It places those records in a reject file REJ in the REJECT directory and in another file also at Step 7 Depending on how you configured the AutoProcess
124. th ShipAddress the old name automatically returns to the Fields list If you don t assign a field name to a column then that column of information isn t sent to your processing service unassigned columns aren t sent 6 Click on the Import File tab to view CN Express AutoProcessor Page I 39 Configuring Imports Chapter 4 Configuring and Testing the AutoProcessor Import File Default Values After Import Delimiter Options Tab First Row Contains Field Names IV Fields Include Quotes C Comma ICY Style Settings C Other r Expiration Date as YYMM Read Merchant Alias from Comment 2 Clerk Click on a radio button to identify the Delimiter used by the imported text file The default delimiter is a tab If necessary click on one of the choices under Options to change the default Option If You Keep the Default the If You Change the Default the p AutoProcessor AutoProcessor First Row Contains Assumes that the first row of Assumes that the first row Field Names text is the record of a M oftext contains field transaction not a list of field names names Do not change Fields Include Quotes Assumes that any quotes Assumes that any quotes M around a field aren t part of Tare part of the transaction the transaction and deletes record and includes them in the quotes the record sent to the processing service 9 Click on Defaul
125. the documentation and destroy all backup copies of the Program 3 TERM This license will terminate immediately and without notice if you fail to comply with any term or condition of this Agreement You agree upon such termination to destroy all copies of the Program including all documentation 4 LIMITED WARRANTY Program media if any is warranted to be free from defects in material and workmanship upon delivery to you Upon return to us postage prepaid any media found by us to be defective when delivered to you will at our election be replaced or your purchase price will be refunded We do not warrant that the operation of the Program including documentation will be uninterrupted or error free Except with respect to indemnification as set out below in no event will we be liable for direct indirect special incidental or consequential damages arising out of the use of or inability to use the Program or documentation and in no case shall our liability exceed the amount of the license fee THE FOREGOING WARRANTY IS PROVIDED IN LIEU OF ALL OTHER WARRANTIES EXPRESS OR IMPLIED AND EXCEPT AS PROVIDED HEREIN WE MAKE NO WARRANTIES OR REPRESENTATIONS OF ANY KIND EITHER EXPRESS OR IMPLIED WITH RESPECT TO THE PROGRAM MEDIA OR DOCUMENTATION INCLUDING THEIR QUALITY PERFORMANCE MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE Some states do not allow the limitation of implied warranties so these limitations above may not apply to you
126. toProcessor Understanding AutoProcessor Terms Duplicate names may still cause problems later on see Chapter 7 Maintaining and Troubleshooting on page l 85 Import file and directory Log file Processed transactions file directory the AutoProcessor automatically adds a number to the file name to make it unique For example lt ABC DNE e ABC _001 DNE lt ABC _002 DNE This numbering process continues for over two billion files ABC_2147483647 DNE If you somehow exceed this number a warning message appears However you can avoid the problem either by giving your import files unique names or by regularly backing up and clearing your IMPORT directory The external application places a delimited text file IMP in the AutoProcessor s IMPORT or BATCHIMPORT directory The AutoProcessor stores the contents of this file in its internal database and submits the transactions one by one to your processing service You can configure the AutoProcessor to either delete the original IMP file or save it with a DNE extension The BATCHIMPORT directory is used for large batches of transactions of low priority Files in the IMPORT directory are assumed to need quick processing whether they contain one transaction or thousands those files are always processed first before any files in the BATCHIMPORT directory By default the AutoProcessor is set up to look in the IMPORT and BATCHIMPORT directories for the del
127. tory 3 Copy the CN Express_AP DATA directory from your hard drive on to a zip disk or floppy If you need to restore the data base first exit the AutoProcessor Then copy the backed up files over the existing files in the CN Express_AP directory CN Express AutoProcessor Page I 89 Deleting Old Files Chapter 7 Maintaining and Troubleshooting Deleting Old Files You can delete old files from any directory however deleting old files could affect the AutoProcessor s file naming If all your files have the same name for example ABC the AutoProcessor attaches a distinctive number to each one The AutoProcessor always uses the lowest available number For example e ABC DNE e ABC_001 DN e ABC_002 DN e ABC_003 DN e ABC_004 DN mmm w In this example the next DNE file that the AutoProcessor creates is named ABC_005 DNE But suppose before that happens you delete the old files ABC_001 DNE and ABC_002 DNE In that case the next DNE file that the AutoProcessor creates is named ABC_001 DNE Therefore the number 001 doesn t guarantee that ABC_001 DNE is your oldest file To prevent problems make sure each file has a unique name and check the date of a file before deleting it Page I 90 CN Express AutoProcessor Chapter 7 Maintaining and Troubleshooting Recovering Recovering The recover operation checks the integrity of the data base cleans it if necessary and rebuilds the indices th
128. transactions Those submissions can t be stopped or recalled If you configured the AutoProcessor to create done files the saved copy of your original file with a DNE extension is still in the IMPORT directory You decide how you want to handle the done file e Either manually delete the done file using Windows Explorer e Or edit the done file then rename it with a IMP extension and re import it Before you re import make sure that you first delete any transactions that were processed otherwise they Il be processed again CN Express AutoProcessor Page I 81 Viewing Held Auths Chapter 6 Operating the AutoProcessor Viewing Held Auths The Ship action is used with ICV style transactions Appendix B ICVerify ICV Style Files on page Ill 7 Suppose you send a transaction to the processing service for authorization If the processing service accepts the transaction it reserves enough money in the card holder s account to complete the transaction in the future The processing service then returns the authorized transaction to you When you the send this transaction back to the processing service you re telling the processing service that it s okay to move the money from the card holder s account and deposit it into the merchant s account completing the transaction When you configure imports you can decide to handle authorization transactions in any of three ways e Authorization
129. ture e Perform two pass Authorization followed by a Capture e Perform two pass Auth Hold followed by a Ship With the Paymentech Orbital Gateway your account is set up to AutoClose at a specific time of day and all captured transactions are settled at that time contact Paymentech for details about the closing time There s no separate settlement process CN Express AutoProcessor Page II 31 Processing Transactions Chapter 4 Paymentech Orbital Gateway Authorization and Capture or Conditional Deposit Authorization and Capture If the external application can t store the Transaction Reference Key the merchant should use the Auth Hold and Ship method described below Auth Hold and Ship The Ship transaction looks for a match with the Auth Hold transaction in the following fields Transaction ID Account Number Auth Code and Amount The amount of the Ship transaction must be less than or equal to the authorized amount With this approach transactions sent to Paymentech are first checked for proper authorization If the transaction is authorized it s immediately captured for later automatic settlement There s no need to provide a follow up Capture transaction This approach consisting of an initial authorization transaction followed by a later Capture transaction Capture transaction transactions can be sent individually or together a settlement batch isn t required The general process is a
130. using the Ship action If you do neither the transactions remain in the data base You can set up the AutoProcessor to automatically delete unprocessed Held Auths after a specified time 1 Ifyou want to delete unprocessed uncaptured held authorizations click on the box to enter a check mark The default is no check mark the transactions are not deleted 2 Select the number of days after which the transactions should be deleted 3 Click on Changing File Extensions You may change the file extensions that the AutoProcessor uses for Never duplicate file import export split approved and declined reject done and error extensions Give each files type of file its own unique extension Page I 50 CN Express AutoProcessor Chapter 4 Configuring and Testing the AutoProcessor Configuring Options 1 Click on Configure 2 Click on Options 3 Click on File Extensions to view 0 ptions E General File Extensions Troubleshooting D i Import File Extension Export File Extension Split File Approval Extension Split File Decline Extension iss T D Reject File Extension REJ zZ m ij Rename Successful Import Extension Rename Error Import Extension R Archive Extension CNA Default Cancel 4 Type in anew file extension The file extension must be unique You will create major problems if for example import files and done fi
131. ve transactions through a non secure channel not recommended Problems with Sending Files If you have problems sending a file to Chase Merchant Services FDMS e The entire file will be exported and declined e The Transaction Reference Key will change for all transactions Page II 12 CN Express AutoProcessor Chapter 2 Chase Merchant Services Importing and Exporting After a problem the Transaction Reference Key includes additional transaction ID information Chase Merchant Services FDMS wants to see that additional information the second time the file is transmitted Thus if your file fails you need to re import and re send the BAD file in the AutoProcessor s DECLINE directory Do not re import and re send the original file because it doesn t contain the additional transaction ID information CN Express AutoProcessor Page II 13 Understanding Limitations and Requirements Chapter 2 Chase Merchant Services Understanding Limitations and Requirements When processing through Chase FDMS the AutoProcessor works within these specific limitations e During settling all transactions in a single file must be for the same Merchant ID MID This is not a limitation on Authorization or Auth Hold transactions e Settlement transactions should be sent in a batch The batch may contain one transaction or thousands of transactions Auric Systems International strongly recommends that you do not settle trans
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