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Aldelo EDC User Manual

1. Select Transform Options Select Import Export Options v Select All Options Void Post Auth Store Settings 7 Audit Logs 7 Security Settings 7 Users Accounts v Merchant Accounts Figure 5 1 Import Export Screen 38 Confidential Information Intended for Customers of Aldelo EDC Review Pending Transactions in Current Batch From time to time you may wish to review the pending transactions in the current batch You can access this information by clicking the Batch side bar group button and then click the Review Transactions action button All pending unsettled transactions for the current batch will be listed Aldelo EDC Standard Edition Mercury Restaurant DEMO VERSION i LEER SS nee eine nt iem Transaction List Tran Date T Tran Tran Type Invoice CardType Card Gratuity Total Transaction Detail Transact tion Summary Settlement Total Pre Auth Amount Gratuity Amount f Figure 5 2 Review Pending Transactions Screen Enable Automatic Post Auth on Batch Close If your merchant account is setup as a Restaurant and handles gratuities you may want to consider enabling the Automatic Post Auth on Batch Close feature This feature is useful for allowing EDC administrator to manually adjust gratuity in case front end wait staff or cashier forget to enter gratuity during sign out process
2. H amp DBBREHf amp Hand BOATE Credit Card Summary Report Mercury 2 25 2007 12 00 AM To 2 25 2007 11 59 PM Summary Tran Type Sale Pre Auth Post Auth Return Void Sale Void Post Auth Void Return Voice Capture Total lt Zeo iter vi Ready er Michell Figure 6 2 Credit Card Summary Report Credit Card Details Report The credit card details report gives much more information regarding each transaction Each transaction is listed on this report along with transaction details such as transaction number invoice number transactions type status credit card number data and time etc Aldelo EDC Standard Edition Mercury Restaurant DEMO VERSION Audit Log Viewer rd B88 R amp EA 4 MI e BOATE Credit Card Summary Credit Card Details Online Merchant Center 5 200 Credit Card Details Report Mercury 2 25 2007 12 00 AM To 2 25 2007 11 59 PM Date Time Tran Invoice Tran Type Status Credit Ca Summary Total Declined 0 00 0 00 0 00 0 00 Approved 0 00 0 00 0 00 0 00 Mastercard visa American Express Discover lt emm Pho v Reay Figure 6 3 Credit Card Detail Report 44 Confidential Information Intended for Customers of Aldelo EDC Batch Summary The batch summary is a breakdown of each batch during the specified time period Each batch I
3. The following operations are supported For a formal definition please review the Service Description GetOpenCreditTransCount GetWebServicesApplicationDirectory IsPrimaryRestaurantMode ReloadSettings CreditAdjustGratuity CreditVoidReturn GetWebServicesVersion VerifySuccess CreditVoidSale IsUserAccountValid GetOpenCreditPreAuthCount IsSecondaryRestaurantMode VoidPreAuthTransaction CreditPostAddTipInternalUseOnly DataLinkExists JJ E httpilllocshostrAldelcEDCIEDC asm VerfySuccess Weed Q E abod d We afe tpuliocahosiadeEDC EDC esmeerfysurress gt D ae s Qo xml version 1 0 encoding utf 8 gt string xmins http tempuri org Web service not connected to database Object reference not set to an instance of an object lt string gt Local intranet Figure 3 5 Success Result of Web Service Test Confidential Information Intended for Customers of Aldelo EDC Verify SQL Server 2005 is Running SQL Server needs to be running in order to provide data access to Aldelo EDC If SQL Server 2005 was installed for the first time and you chose not to restart the computer there is a shortcut to start SQL Server process 25 Confidential Information Intended for Customers of Aldelo EDC Chapter 4 Configuration amp Testing Summary When you start Aldelo EDC Client Application for the first time you will be prompted for License Activation a
4. Cable etc to deliver super fast payment authorization and settlement Aldelo EDC works with Payment Gateways and Processors to make reliable and secured payment transactions a reality Aldelo EDC contains core features to enable merchants accept credit cards fast and efficient Such core features include credit card sale pre auth tip adjust post auth return void voice capture duplicate override AVS verification CVV verification Level II transactions review current batch close current batch auto batch closure reporting and more The security and encryption features built into Aldelo EDC are second to none All transactions and user activities are logged for audit trail purposes and all cardholder data are stored in AES encrypted state and cleared after batch close There is even auto healing capability for critical transactional data in case of system corruptions On top of all these built in application level securities Aldelo EDC also uses Microsoft SQL Server 2005 as the back end data store for maximum reliability and scalability Aldelo EDC is architected as a Client Server based solution to deliver best possible performance The Server side of Aldelo EDC is the payment engine web service It is hosted inside Microsoft Internet Information Services IIS for performance scalability and security The Server component supports both Intranet and Extranet Internet deployment Additionally the Server component also supports Secured S
5. If PC will restart each night MAKE SURE IT restarts at least 2 hours after scheduled auto batch close time 41 Confidential Information Intended for Customers of Aldelo EDC Close Batch Locally Sometimes certain merchant service providers may accidentally post auth some of your transactions very rare More commonly your open batch may have been settled automatically by your merchant service provider because of a cut off time been reached before you batched out These types of events cause Aldelo EDC to be out of synch with the merchant service provider for the current batch We recommend the use of merchant service providers that will not place daily cut off time on your merchant account thus allowing Aldelo EDC to control the batch closing process However not all merchant service providers will support true client initiated batch close function As a result we provide the Close Batch Locally to resolve these out of synch situations You will use this feature if you attempt to post auth a transaction with return message that the transaction has already been post authorized or that the current batch is already closed In essence when the Close Batch Locally command is issued Aldelo EDC will attempt to perform a Manual Batch Close action Whether the process succeeds or not Aldelo EDC then performs a local synch function to clear the pending transaction statuses Upon completion of this function you should be ready to star
6. and you are using Aldelo For Restaurants POS solution Under this scenario even if you have closed the shift for a cashier or server having credit cards you still have the ability to adjust gratuity manually from Aldelo EDC You access the Adjust Gratuity screen from Batch side bar button then click on the Adjust Gratuity action button Aldelo EDC Standard Edition Mercury Restaurant DEMO VERSION H le Setup Activities Transaction Detail Transaction Summary Settlement Total Pre Auth Amount gt ejes 2007 SESPM ser Michel en Database Aldelo Figure 5 3 Adjust Gratuity Screen 40 Confidential Information Intended for Customers of Aldelo EDC Manual Batch Closing Batch close activity should be performed on a daily basis Closing a batch settles pending transactions and initiates the funds transfer process Aldelo EDC will prevent transactions to be processed if there is an open transaction aged greater than 48 hours This is to prevent further processing errors and trouble if merchant does not close their batch frequently Processing networks usually access non qualification fees if merchants do not close their batch within 24 hours therefore we recommend all merchants close their batch at end of their business date or pick a time to close their batch on regular basis To manually close a batch click the Batch button on the side bar and then
7. click the Close Batch action button Next click the Settle Primary Account button to perform manual batch close Review Transactions f Click Settle Primary Account to Close Primary Account Click Settle Secondary Account to Close Secondary Account If Available Batch Settlement Results Batch Summary Batch Number Batch Item Count Figure 5 4 Manual Batch Close Screen Automatic Batch Closing Automatic batch close simply triggers the Manual Batch Close command at a regular interval of time This is very useful if you plan to let Aldelo EDC Client application manage the daily batch closing activity for you If you use this feature you must not turn off the computer hosting Aldelo EDC Server and Client components as well as the database Additionally you must not exit Aldelo EDC Client application or log off from Windows Account Otherwise Auto Batch Closing will not be triggered and you will receive 48 Hour Batch Warning Additionally make sure this computer does not go into Hibernation Sleep Mode or Hard Drive Power Down energy saving options These may also interfere with Auto Batch Close scheduler To configure Automatic Batch Closing go to Store Settings under General Tab fill in the Auto Batch Close Time and User Name accordingly The Batch User Account used must have security settings to perform sales transactions and batch close activities
8. continuing the troubleshooting steps Aldelo EDC Server Component Baseline System Configuration 14 Confidential Information Intended for Customers of Aldelo EDC Oo Oo O OOO o Minimum Computer Specification Intel Celeron Pentium 4 class CPU with 1 5 GHz 512 MB of System RAM Video Card with 16 MB of Video RAM If Video RAM is shared with System RAM Limit to 32 MB Maximum 1 GB of Available Hard Drive Space 10 100 Network Interface Card NIC Keyboard and Mouse Monitor or LCD Supporting 800 x 600 or 1024 x 768 Resolutions e Operating System Requirement o O Microsoft Windows Server 2003 with Service Pack 1 or Microsoft Windows XP Pro with Service Pack 2 or Microsoft Windows Vista Home Premium Business Enterprise Ultimate Latest Windows Updates or Hot Fixes Should be Applied Warnings Microsoft Small Business Server is Not Supported Windows Server 2003 Domain Controller is Not Supported Windows XP Embedded is Not Supported e Other Software Requirement O O O Internet Information Services IIS 5 0 or 6 0 7 0 Dependant on OS NET Framework 3 5 SQL Server 2005 e Connectivity Requirement o Access to Broadband Internet Connectivity Such as DSL Cable Wireless etc Avoid Using High Latency Internet such as Satellite e Optional Enhancements o o Dial Backup Failover via Aldelo Auto Dialer Software Utility Reconnects to the Internet using Modem if Broadband Internet Fails SMTP
9. ette seta etta tone tone ease ta setas etas eta seta sete sete stesso neto aae 48 4 Confidential Information Intended for Customers of Aldelo EDC Welcome Merchants in today s marketplace constantly compete for customer loyalty and satisfaction Simplified reliable and secured credit card payment acceptance can significantly enhance quality of service Customer satisfaction and cardholder data security goes hand in hand with each other A responsible merchant ensures the security of customers sensitive cardholder data helping to reduce fraud and increase customer experience Aldelo EDC enables merchants achieve simplified reliable and secured payment acceptance It helps to enhance quality of service and achieve payment card industry PCI security compliancy Aldelo EDC is the next generation payment processing solution for the Restaurant Retail and Mail Order Telephone Order MOTO industries Merchants all over the country have discovered the benefits of Aldelo EDC payment processing solution We are excited that you have selected Aldelo EDC as your payment processing solution of choice This User Manual is created to help you understand the ins and outs of our payment processing software By the time you finish reading this manual you will be able to install setup operate and troubleshoot Aldelo EDC like a pro What is Aldelo EDC Aldelo EDC is a credit card payment processing software that utilizes broadband Internet DSL
10. is a script of tests to follow if any of these tests yield an error please contact your merchant service provider for resolution Perform a Manual Sale Transaction for 1 00 with Invoice Number 1 Perform a Swiped Sale Transaction for 1 01 with Invoice Number 2 Perform a Void Sale Transaction for Either of the Sale Transactions Performed Above Perform a Pre Auth Transaction for 2 00 with Invoice Number 3 Perform a Adjust Tip Transaction for the Above Pre Auth Transaction for 0 50 If Restaurant Mode Perform a Post Auth Transaction for the Above Pre Auth Transaction Perform a Void Post Auth Transaction for the Above Post Auth Transaction Perform a Return Transaction for 0 50 Perform a Manual Sale Transaction with AVS and CVV Verification for 1 50 with Invoice 4 0 Repeat the Above Test Procedures For Each Credit Cards Accepted by the Merchant 1 Perform a Batch Close Transaction Lil 0009 4 OV Gee Ni You are now ready to go live with Aldelo EDC If you are using Aldelo EDC in stand alone environments you can follow the same procedures described in test transactions to process live credit cards in live environment If you are using Aldelo EDC in integrated environments please refer to Chapter 7 Using in Integrated Mode for more information Swipe or Manually Enter Credit Card To Continue Credit Card Transaction Info Credit Card Number Operator Name Credit Card Type Expire Date MMYY Settle Amount Car
11. more merchants adopt computerized POS solutions for their businesses There are numerous software based payment solutions in the market and most will fall under one of the two categories The categories are Store Deployed Payment Middleware and Internet Payment Gateways Both offer advantages when it comes to payment processing The Store Deployed Payment Middleware solutions are PC based credit card processing software that may operate in stand alone mode or be part of an integrated solution Software such as Aldelo EDC belongs to this category The advantages of Store Deployed Payment Middleware are ease of deployment multiple processor choices and ease of troubleshooting by isolating problems within the store for faster problem resolution 6 Confidential Information Intended for Customers of Aldelo EDC The Internet Payment Gateways are usually deployed by Merchant Service Providers MSP or Internet Payment Processors Gateways such as Mercury Pay PPI PayMover EFSnet and more are all Internet Payment Gateways Merchants usually do not integrate directly to the Internet Payment Gateways since it is the responsibility of the client payment solution The main advantages of Internet Payment Gateways for merchants are more value added services and possibly better competitive rates The disadvantage of course is that the choices are limited if a payment solution integrates to only one processing platform Aldelo EDC integrates to various Internet P
12. not be able to perform batch close functions Although the Aldelo EDC Client application will show warning message box when user login expiration is 14 days or closer we still recommend administrators to mark their calendar to change passwords more frequently 42 Confidential Information Intended for Customers of Aldelo EDC Chapter 6 Reports amp Audit Trails Audit Log Viewer When dealing with credit cards it is important to see all actions that are performed in the system When any action is performed a record of that action is recorded in the audit trail This audit trail is kept in the database for a specified amount of time The time can be adjusted in the Store Settings with the Audit Trail History Kept Days field The history must be kept for at least 90 days to be PCI compliant While troubleshooting issues that may occur while processing credit cards the audit trail should be your first source of information The audit trail is regarded as the authority for what happened to any particular transaction or batch The items in this log are recorded verbatim from both Aldelo EDC and the gateway or processor To view information on different days you will need to adjust the Filter From and To dates Once you set these to the dates you wish to view click back to Events and then click Refresh in the action bar This will refresh the screen with an updated list of events during the date range you specifie
13. significant amount of time In order to use this wizard you must have deployed the Aldelo EDC as Single System Deployment Otherwise please click Advanced to perform manual setup When filling in custom information please be sure to enter PCI Compliant password format see CISP PCI Implementation Guidance manual The fields of the wizard are explained in the software popup tooltip Once this wizard completes you will be asked to login with the new administrator account created from the wizard The Merchant Setup screen will appear after login Aldelo EDC New Database Setup Enter Custom Information Card Encryption Password Confirm Password Administrator User Name Administrator User Password Advanced Confirm Password Batch User Name Batch User Password Confirm Password POS User Name POS User Password Confirm Password Progress Figure 4 2 New Database Wizard 27 Confidential Information Intended for Customers of Aldelo EDC Advanced Database Setup In the event you cannot use Database Setup Wizard described above or you chose to manually perform database setup please use the following instructions Note The SA account password by default is Aldelo2005 This SA password is updated automatically each time card encryption key is changed Additionally SA account should not be used within Aldelo EDC 28 Click Advanced Button on the New Database Setup Wizard s
14. solution Integration Screen for Aldelo EDC Upon successful integration of Aldelo For Restaurants POS solution into Aldelo EDC make sure you perform a test transaction from the POS software to ensure proper communication If for some reason you receive SOAP message errors or unable to communicate with Web Service messages make sure that Microsoft SOAP Toolkit 3 0 is properly installed on the computer Additionally also check if the server computer s firewall port 80 or port 443 if SSL enabled is open If you have any questions regarding the integration please contact Aldelo Technical Support Staff We are open 7 days per week 47 Confidential Information Intended for Customers of Aldelo EDC 48 Who are the certified merchant service providers that Aldelo EDC supports o Fora list of most current certified merchant service providers supported by Aldelo EDC please launch Aldelo EDC software go to Help then contact information Which merchant service provider offers the best service and rates o Aldelo Systems does not rate the service quality or review processing rates from merchant service providers Please contact the merchant service providers directly for rate comparisons Can I use Aldelo EDC if I currently process with a processor not on the supported list o Usually the answer is no Each merchant service provider must be certified through Aldelo EDC in order to function Aldelo Systems does have plans to actively add addi
15. to perform re association Additionally if you are using SQL Server Authentication you will need to manually create a user account Do not use the SA account under any circumstances as it is a security risk Aldelo EDC Standard Edition No Active Merchant Account DEMO VERSION Credit Card Add Windows Authentication Login Account Name Add SQL Server Authentication Login Void Post Auth User Name User Password Re enter Password Iser Har 8 43 PM 24251200 Figure 4 4 Manage SQL Server Logins e To re associate ASPNET account with SQL Server database click the top Add button e To create a new SQL Server Authentication user account fill in user name and password then click Add The bottom Add button 29 Confidential Information Intended for Customers of Aldelo EDC Store Settings The Store Settings contains configuration settings for the entire store You will configure these settings first before proceeding further In the Store Settings screen the Bold fields are required Detail explanation of each field is available via tooltip by simply hover your mouse over the field The following are some important settings to configure 1 Click Setup in the menu strip at the top of the program Select Store Settings This will bring up the Store Settings for the software 3 Enter the IP Address or localhost if it s the same syste
16. 8 Review Pending Transactions in Current Batch sess en eene eret ne tenennen 39 Enable Automatic Post Auth on Batch Close sessi enne enne enne tnnt 39 Adjust Gratuity Restaurant Mode ssseeseseeeeeseeeeeeenee nennen trennen eren rennen entere tnnt 40 Manual Batch Closing eniti in RR prr DH rti E RELIER b eerie pan 41 3 Confidential Information Intended for Customers of Aldelo EDC Automatic Batch Closing ecce metit tte bet e ee eret De e du de EO EE EEEa KE EEES 41 Close Batch I ocally tiec oet dett b dete e e bi Di I E eR dete idees 42 Periodic Password Changes citri occ svscoscasbecsd ettet eter dee me Re ee EE e SSE EEEn E eo Erse kS Eos 42 Chapter 6 Reports amp Audit Trails 1 eeeeeee eee eese esee esee eese ee ette etas tone to aetas etas etas e ease ease te sete stesse eo aae 43 Audit Eog Vie WER sss sns bee oni oe e PUDOR DIDI s 43 Credit Card Summary Report 5 ge poReRo Nee beeGeteme cem OO RODEO s 44 Credit Card Details Report o peneRORD DII pep D UID DR URP ID 44 Batch Summary nensnesoSe pene Deneeothebreiimoeu OD DRE UD DDR PROB E ps 45 Online Merchant Center eina Go Den AS HUE eS RE pe PEE 45 Chapter 7 Using in Integrated Mode eee eeee eee eee esee esee esee ee esto netos ta setas etas e ease ease to sete stesse tona 46 Chapter 8 Common Questions amp Answers eese esee ee sees esee
17. ALDELO Path ta Si licit Aldelo EDC User Manual Version 6 1 0024 or Later Confidential Information Intended for Customers of Aldelo EDC PUBLISHED BY Aldelo Systems Inc 4641 Spyres Way Suite 4 Modesto CA 95356 Copyright 1997 2008 by Aldelo Systems Inc All rights reserved No part of the contents of this book may be reproduced or transmitted in any form or by any means without the written permissions of the publisher This manual is available through Aldelo Systems Inc and resellers worldwide For further information about other languages that the manual may be translated in please contact Aldelo Systems Inc or visit our Web site at www aldelo com Send comments about this manual to contact aldelo com Aldelo is the registered trademark of Aldelo Systems Inc Other products or company names mentioned herein are the trademarks of their respective owners The example companies organizations products logos people places and events depicted herein are fictitious No association with any real company organization product logo person place or event is intended or should be inferred 2 Confidential Information Intended for Customers of Aldelo EDC Table of Content NIRE m 3 Chapter 1 Overview of Aldelo EDC e eessesessoesessossesoessesessossessossesoessesoesoesessossesoessesosssessesossessossesosssesossoesessosses 5 Welcome cette eph bebe ere CC EE Rr Ep ER Pp e ony
18. Aldelo EDC to deliver an unified payment acceptance solution Under the integrated environments all primary payment activities are originated from the integrated POS solution The Aldelo EDC client application is used mainly for setup administration batching and reporting purposes Stand Alone Merchants are those merchants that may wish to process credit cards in stand alone environments such as doctor offices reservation desks service departments and other businesses that traditionally do not use a POS solution for integrated payment processing Under the stand alone environments all primary payment activities are originated from the Aldelo EDC client application Who are the Merchant Service Providers There are multiple merchant service providers MSP available to choose from out of the box in Aldelo EDC Each merchant service provider is certified with our payment solution to ensure proper account setup and integration Aldelo Systems also adds additional merchant service providers from time to time based on customers needs 7 Confidential Information Intended for Customers of Aldelo EDC Merchants who choose to use the certified merchant service provider offered through Aldelo EDC ensures maximum compatibility with other Aldelo point of sale solutions and full support from both Aldelo and certified merchant service provider Best of all certified merchant service provider usually are able to match or beat merchant s existing pay
19. CD Rp 5 Whatas Aldelo EDC ye 2 22 ete ea ge AIR ir Pe ret PERLES 5 Why choose Aldelo EDC 51r re tte eiTe ee eet intr de ee e RH ae Re Decree te petere edens 6 Who are the Target Customers of Aldelo EDC sese nennen eene 7 Who are the Merchant Service Providers eeesseseseseeseeeeeeeeeee enne nenne nnen nente enter enn entente nne 7 What DoI Need Before T Proceed cis once e et ett tet ipeo Ete EAT eee Ine e exei eot 8 How to Obtain Live Technical Assistance esee enne enne ennt nen rennen tentent nennen 8 Chapter 2 Requirements amp Planning eee eee sees ee esee ee seen esten tn setas etas e ta seta seta sete stesse sss eo aseo aetas sena 9 SUIDm ary onte pectet Dec re BRE Do UP T 9 Technology OV rVIew suussuioni nue DO ERDID REDI UIOIDPEDORERIRO ONE IIETRDIRERIID 9 System Requirements Cnr pep ten DR UR HER IRO D UE pr rte eet 14 Deployment Planning socks a aa a cobs tsus ERG T DERE REG TRE REGI p ED AERE 17 Chapter 3 Step by Step Installation 1 eese eee esee ee ee esee ee seen etta etn eoa toss eost ense ease ease ease ta sete sete stesse to aae 19 Getting Started ecc ee eene eene eii ice aee cote desee dee eene edens 19 Determine the Existence Of HS iret rere ars cort eere tlie ce eti eee ee Pavo eee eee 19 Installing Internet Information Services IIS cee eesseceseceeseeceeeeeeseeceeneecsaeceeeeecsaeceeeeecaeceenee
20. Components i You can add or remove components of Windows XP Add New 5 95MB Programs To add or remove a component click the checkbox 4 shaded box means that only 17 26MB part of the component will be installed To see what s included in a component click etails 0 03MB Add Remove Components 5 64MB deiude I dB Intemet Explorer DOMB TSSSMB EETTTIZZTSENENE O Be Management and Monitoring Tools 20MB O S Message Queuing O 0MB 136 00MB Set Program II 8 MSN Exner 207 MR Access and dis Defaults Description Includes Web and FTP support along with support for FrontPage a transactions Active Server Pages and database connections Total disk space required 56 2 MB Space available on disk 21625 4 MB 11 58MB 46 49MB 0 85MB lt Back JL Ness Cancel WIE Broadcom Management Programs 2 21MB 1 32MB iB Chilkat Crypt Activex ize 198M amp Y Figure 3 2 IIS Installation Screen 20 Confidential Information Intended for Customers of Aldelo EDC Associating IIS with ASP NET ASP NET is used by Aldelo EDC Server component to deliver payment engine web service to client computers ASP NET must be associated with Internet Information Services IIS in order to function properly ASP NET is part of INET Framework and is deployed when NET Framework is installed If the NET Framework 3 5 was installed prior to installing Internet Information Services IIS then you may invoke the ASP NET registrat
21. Mail Account Used for sending Event and Alert notifications from Aldelo EDC Aldelo EDC Client Component Baseline System Configuration e Minimum Computer Specification O O O O O O O Intel Celeron VIA CPU with 1 0 GHz 512 MB of System RAM Video Card with 16 MB of Video RAM If Video RAM is shared with System RAM Limit to 32 MB Maximum 200 MB of Available Hard Drive Space 10 100 Network Interface Card NIC Keyboard and Mouse Monitor or LCD Supporting 800 x 600 or 1024 x 768 Resolutions e Operating System Requirement 15 Confidential Information Intended for Customers of Aldelo EDC 16 o Microsoft Windows Server 2003 with Service Pack 1 Or o Microsoft Windows XP Pro with Service Pack 2 Or o Microsoft Windows Vista Home Premium Business Enterprise Ultimate Latest Windows Updates or Hot Fixes Should be Applied o Warnings Microsoft Small Business Server is Not Supported Windows Server 2003 Domain Controller is Not Supported Windows XP Embedded is Not Supported Other Software Requirement o NET Framework 3 5 Connectivity Requirement o Access to Aldelo EDC Server Component System via TCP IP O Confidential Information Intended for Customers of Aldelo EDC Deployment Planning Deployment Preparation Check List 1 Ensure that the system that Aldelo EDC will be deployed to meets the Baseline System Configuration 2 Ensure that you have the Windows Operating System CD during deployment 3 Ensure that y
22. OS for NET The POS for NET is necessary only if you need to print receipts from Aldelo EDC Client Application directly The installation software of POS for NET is located as part of the Aldelo Prerequisite Installer Special Instructions for Integrated Applications Integrated Applications are those that take advantage of Aldelo EDC for payment processing Aldelo For Restaurants POS solution is one example of Integrated Applications that is fully integrated If the Integrated Application is not built with NET Framework then Microsoft SOAP Toolkit 3 0 must be installed on each computer running the integrated application For example Aldelo For Restaurants POS solution requires Microsoft SOAP Toolkit 3 0 to be installed on each computer in order for EDC integration to work Installing Microsoft SOAP Toolkit 3 0 is very straight forward The install software is located under Aldelo EDC Client Application directory s sub folder called Driver You may also download a copy from Microsoft at http www microsoft com downloads details aspx familyid2C943CODD CEEC 4088 9753 86F052EC8450 amp displaylang en 22 Confidential Information Intended for Customers of Aldelo EDC Post Installation Verification Once Aldelo EDC is installed successfully it is a best practice to verify the results of installation This section provides some guidance on installation verification This procedure is not required but it is a good best practic
23. Under the integrated environment of Aldelo For Restaurants POS solution normally all pre auth transactions will be marked as Post Authorized when a server or cashier ends their bank With this feature enabled these transactions will remain in Pre Auth status This allows EDC administrators to manually adjust gratuity in case the need arises When the batch close command is issued or auto batch close is invoked by Aldelo EDC all these pre auth transactions will then be marked as Post Authorized To enable this feature go to the folder containing Aldelo EDC Web Services Then under the Bin directory create a file named PostAuth Auto Please be sure that the extension ends with Auto Windows some times hides the known extensions 39 Confidential Information Intended for Customers of Aldelo EDC Adjust Gratuity Restaurant Mode If your merchant account is configured as a Restaurant then you can adjust gratuity for each Pre Auth transactions not yet settled Normally if you are using Aldelo EDC under integrated environments you will not directly access the gratuity adjustment function within Aldelo EDC Client application However in certain cases that the integration application no longer allows you to adjust gratuity you may need to perform the gratuity adjustments manually within Aldelo EDC Client application A prime example of this situation is if you have Automatic Post Auth on Batch Close feature enabled in Aldelo EDC
24. a Server Extensions Administrator By Services Confidential Information Intended for Customers of Aldelo EDC Figure 3 1 Determining IIS Existing on System Installing Internet Information Services IIS Internet Information Services IIS is a requirement for Aldelo EDC Server Component deployment If the system does not have IIS already installed please follow the instructions listed below to complete IIS installation Do not attempt to install Aldelo EDC until you have IIS installed IIS is a feature of Windows XP Pro and Windows Server 2003 You will need the Windows Operating System CD when performing IIS installation e Select Start on the Windows Task Bar e Select Control Panel on the Start Menu o A menu will slide out or a dialog screen will appear e Select Add or Remove Programs e Select Add Remove Windows Components from the Add or Remove Programs dialog screen This will bring up the Windows Components Wizard e Within the Windows Component Wizard enable the Internet Information Services check box o On Windows Server 2003 enable the Application Server check box e Select Next to complete the IIS installation o You will be prompted for the Windows installation CD during setup e Once the installation finishes restart the system c n x Currently installed programs Show updates Sort by Name Change or a Remove Programs Windows Components Wizard Windows
25. ayment Gateways and Processors to deliver the benefits of both Store Deployed Payment Middleware and Internet Payment Gateways Merchants who use Aldelo EDC enjoy the benefits of processor choices super fast transaction processing security compliancy ease of troubleshooting and much more Aldelo EDC also stands out in term of the extensive built in security features simple integration reliable transaction processing and storage as well as easy to understand reports Best of all Aldelo EDC is fully supported by Aldelo Technical Staff 7 days per week 24 hours a day Merchants who use Aldelo EDC enjoy the peace of mind in the complex world of payment processing Lastly Aldelo EDC is the only fully supported credit card processing software for Aldelo For Restaurants POS solution Aldelo For Restaurants will have certain payment processing features enabled only when integrated with Aldelo EDC and Aldelo Technical Staff are trained to provide assistance on both solutions within the same call Who are the Target Customers of Aldelo EDC Aldelo EDC caters to two different types of merchants within the Restaurant Retail and Mail Order Telephone Order MOTO industries The two types of merchant categories are Integrated Merchants and Stand Alone Merchants Integrated Merchants are those merchants who need to process credit card transactions via an integrated environment Example of this would be Aldelo For Restaurants POS solution integrated with
26. creen or Go directly to File gt Database Setup within Aldelo EDC Client application Aldelo EDC Standard Edition No Active Merchant Account SQL Server 2000 Settings Select SQL Server 2000 Instance E Select Authentication Type O Windows Authentication SQL Server Authentication Select Database Activity Type O Select Existing Database Create New Database User Name Attach Database From Data File C Restore Database From Backup Password L Database Name Current Data Source Link Data File Path No Data Source Link Found Figure 4 3 Database Setup Screen In the Select SQL Server 2005 Instance field If the SQL Server is located on the same computer enter either local or without double quotes If the SQL Server is located on a remote computer enter the name or IP address of the remote computer If you are going to create a new database then the SQL Server must be located on local computer In the Select Authentication Type we recommend using Windows Authentication However if you are unable to connect to SQL Server with Windows Authentication such as Network Service Account Permission Error on Windows Server 2003 then you can use SQL Server Authentication as an alternative See Manage SQL Server Logins below If you are using SQL Server Authentication enter the User Name and Password as configured in Manage SQL Server Login
27. d Aldelo EDC Sta Audit Log Viewer Credit Card Summary 7 eader here to group by that column ir Event Type Event Subject Event Detail 5 Credit Card Details s ANAN haktan J 2125 2007 8 56 Michelle Direct SQL Action Update AudiTrail 2 25 2007 8 56 Warning Michelle Direct SQL Action select from audi 2 25 2007 8 55 Informational Michelle Audit Trail Viewer Audi trail viewer Online Merchant Center 2 25 2007 8 53 Informational Michelle Login Access Gra Michelle was gran 2 25 2007 8 52 Informational Michelle User Password Fo User Password Fo 2 25 2007 8 52 Informational Michelle User Name Modifi User Name was 2 25 2007 8 51 Informational Michelle User Password Fo User Password Fo Audit Trail Detail Event Date Time 2 25 2007 8 56 54 PM Event Type Informational Event Subject Audit Trail Viewer Accessed 2425 2007 8 57 PM User Michelle Figure 6 1 Audit Trail Viewer Screen 43 Confidential Information Intended for Customers of Aldelo EDC Credit Card Summary Report The credit card summary report will show Total Sales Pre Auth Post Auth Return Void Sale Void Post Auth Void Return and Voice Capture It will also show a count of each type of transaction To view more details for the transactions use the Credit Card Details report Aldelo EDC Standard Edition Mercury Restaurant DEMO VERSION
28. d will be listed along with information about each batch If you want exact information about the batch the audit trail can provide more detailed information in the Event Details section of that particular batch transaction Aldelo EDC Standard Edition Mercury Restaurant DEMO VERSION 5 INA BB d Dd D Batch Summary 8 1 2006 12 00 AM To 2 26 2007 11 59 PM Batch ID 19 Closed Date Time 2006 12 21 09 55 PM Batch Number Demo Batch Total 0 00 Tran Type Count Sale Post Auth Return Void Sale Void Post Auth Void Return Voice Capture lt GB os v Ready i Harry Tu Q Figure 6 4 Batch Summary Report Online Merchant Center The online merchant center is a quick way to access your merchant service provider s web portal Depending on what merchant provider you have setup in Aldelo EDC the software will launch a browser window and take you to their login screen to access your account online Mercury Payment Systems Windows Internet Explorer Wa teslis mercurypay cominps ustpataliensecweftog v 8k X c00 Ale worp S B aboki d Q settings o V s Mercury Payment Systems A Bl mh peace Goo User ID Password Forgot Password Contact Mercury Mercury Payment Systems is a registered ISO and MSP of HSBC Bank USA National Association Buffalo NY Copyright 2005 Mercury Payment Systems LLC All righ
29. dholder Name Card Security Transaction References Card Security Code Reference D AYS Street Address Auth Code AVS Zip Code Acq Ref Data Sequence Number Figure 4 15 Aldelo EDC Payment Transaction Screen For Stand Alone Environments 37 Confidential Information Intended for Customers of Aldelo EDC Chapter 5 Administrative Tasks Import Export As a measure of precaution or if you just want to move your settings from one machine to another you can export and import some or all of you data in the database To export and import data from your database follow the steps below Export 1 Click File in the top left part of the screen 2 Select Import amp Export from the menu 3 Select the data you wish to export in the Data Transformation Settings section 4 Click the button in the File Path field to select where you would like to export the data to 5 Give the export file a name in the File Name field 6 Click Open 7 Click Export Import ez While in the Import amp Export screen click the button in the File Path field Select the file you wish to import Click Open Select the data you wish to import in the Data Transformation Settings Click Import nt DEMO VERSION Data Transformation Settings Import amp Export Settings
30. e Verify Firewall Port 80 or Port 443 is Open Since Aldelo EDC Server component is a ASP NET Web Service make sure that Port 80 Port 443 if SSL is enabled is open on the Firewall for the server computer hosting Aldelo EDC To configure port access launch the Firewall software on your server computer If you are using Windows Firewall then you can allow Port access by going to the Exceptions tab click on Add Port Under Add Port give it a name such as HTTP Port and the port number of 80 Port 443 if SSL enabled The protocol should be TCP If you are using a third party Firewall such as Symantec please refer to its operations manual for details Verify Aldelo EDC Folder Securities Aldelo EDC requires certain folder securities be set properly in order to function The Aldelo EDC installation software will automatically configure such folder securities for you This section attempts to provide a detailed explanation of security permissions and how it affects Aldelo EDC The knowledge of manual security configuration will become handy in the event you have to maintain the folder securities yourself In general both Aldelo EDC Client and Server folders must be given Full Control security with User Group Users Additionally if the system is Windows XP Pro you should also add the ASPNET account with Full Control security If the system is Windows Server 2003 you should also add Network Security and give it Fu
31. e Merchant Account DEMO VERSION Payment Processing Settings EDC Web Service Host Name localhost EDC Web Service Application Name AldeloEDC Use Secure Channel SSL o Void Post Auth Card Encryption Password Re enter Password Audit Trail History Kept Days Auto Batch Close Time E E Figure 4 5 Store Settings General Tab Credit Card C ich 25 200 8 44 P 30 Confidential Information Intended for Customers of Aldelo EDC 31 Aldelo EDC Standard Edition No Active Merchant Account DEMO VERSION User Interface Options C d om prscatis une Main Screen Picture Vold Post Auth om Close Control Button Exits Program Auto Launch When Windows Start Run Minimized on Startup Login Not Required For Startup Login Not Required on Resume 212512007 8 45PM Figure 4 6 Store Settings Options Tab In the Options tab we recommend setting Auto Launch When Windows Start Run Minimized on Startup Login Not Required For Startup and Login Not Required on Resume check boxes to enabled Please note that due to PCI Compliancy requirements the Login Not Required on Resume will only be active if the resume action is within 15 minutes of minimizing Aldelo EDC Standard Edition No Active Merchant Account DEMO VERSION Receipt Settings Receipt Header Line 2 Rece
32. e Windows Components Application Server Windows XP Pro with SP2 or Windows Vista Business Enterprise Windows XP Pro with SP2 or Windows Vista Business Enterprise is great for POS and EDC deployments IIS is included in the operating system but might not be pre installed To deploy Aldelo EDC with its server component please ensure that IIS is already installed on the system Broadband Internet Connectivity 12 Aldelo EDC requires broadband Internet connectivity in order to process credit card transactions Broadband Internet such as DSL Cable Wireless or even ISDN is all acceptable types of connectivity The key is to ensure that such Internet services will remain connected and in the case of disconnect the router or modem equipment will auto connect immediately Confidential Information Intended for Customers of Aldelo EDC Satellite or other high latency Internet types are not recommended Additionally we do not recommend using Modem Dialup Internet as primary unless your ISP can guarantee that your connection will not be dropped and that the dialup will auto reconnect in the event of call drop Aldelo EDC does not require high bandwidth so that you can save on monthly service charges Static IP address is not required unless you plan to host Aldelo EDC payment engine web service to the Internet for third party solutions located outside of your store If you are opening the web service to the public Internet then you must secure
33. enied Logons iser Harry T QL Server Boaeaneaa yy yy Figure 4 8 Store Settings Notification Tab The Notification tab contains some powerful event notification features that enable managers and tech support proactively monitor key activities within Aldelo EDC We highly recommend the use of this notification feature as much as possible This gives you the ability to catch possible problems before it is too late The notification feature is designed to send out email alerts of success failure errors and other audit trail activities To send notifications you must have SMTP account and setup information from your Internet Service Provider ISP If your ISP requires SMTP authentication you will then need to fill in the Authentication Credential fields The Sender Email Address field indicates who the sender is We recommend having edc xyz com where xyz com is the normal email domain you use The notification feature allows up to three parties be notified of selected events We recommend one of the notified party be the Manager one be the Technical Person and possibly reserving the last party for Merchant Service Provider or Aldelo Technical Staff when troubleshooting Please receive permission first Confidential Information Intended for Customers of Aldelo EDC Security Sett ings Before you are able to fully use the software you need to setup at least one user account Each user account
34. erchant account if you are attempting to switch merchant accounts Aldelo EDC Standard Edition Mercury Restaurant DEMO VERSION Credit Card Merchant Account Detail General Settings Processor Settings Account Name Mercury Becat Typa Primary Merchant Service Provider Mercury Payment Systems Merchant 1D 000000 Business Type Restaurant Terminal ID Connect Time Out x J DB a C7 Response Time Out 300 Active Account Demo Mode Enable Tracing Hide Account Figure 4 14 Merchant Setup Editor View Aldelo EDC also has built in protection to prevent mistakes during open batch The Merchant Setup will block out certain fields if batch is open or pending transactions exist We also recommend leaving the default Connect Time Out and Response Time Out to 300 as this should be sufficient for the supported merchant service providers The Time Out is expressed as Seconds 36 Confidential Information Intended for Customers of Aldelo EDC Perform Test Transactions with Live Credit Cards After you have properly configured Aldelo EDC the next step is to perform test transactions with live credit cards against the live merchant account Make sure all transactions performed are using live credit cards and the merchant account is also live This test ensures that Aldelo EDC is properly communicating with the selected merchant service provider The following
35. ers of Aldelo EDC Vista comes with IIS 7 0 IIS might not be installed by default so it is important to ensure that IIS is already installed prior to installing Aldelo EDC If IIS is not already installed you may install it by go into the Control Panel gt Add or Remove Programs gt Add Remove Windows Components Under IIS 5 0 the ASP NET Web Services use a built in account called ASPNET by default Under IIS 6 0 the ASP NET Web Services use the Network Service account by default As an installer administrator or user of Aldelo EDC you do not need to understand the inner workings of IIS The default settings of IIS during installation will be acceptable for most customers Secured Socket Layer SSL 11 Secured Socket Layer SSL is a transport security protocol that secures data transport against public or wireless networks We highly recommend the use of SSL when you expose Aldelo EDC server component either to the public network or wireless network If your setup is 10046 internal LAN based then SSL is not required in most cases To setup SSL you must purchase an SSL certificate from a trusted Certificate Authority The setup of SSL within IIS is fairly straightforward You may consult with your network administrator to properly configure and setup SSL if your deployment requires it As an installer administrator or user of Aldelo EDC you do not need to understand the inner workings of SSL The inner workings are automatica
36. ets and data storage units are based on XML formats for simpler parsing As an installer administrator or user of Aldelo EDC you do not need to understand the inner workings of XML If you are a third party solution integrator then XML will be of an interest since all transaction response messages are delivered in XML formats To discuss third party integration needs please contact our technical support department for details Simple Mail Transport Protocol SMTP SMTP is the protocol used to send email messages Aldelo EDC uses SMTP to send notification and event alerts to select recipients This email notification feature is very useful for being alerted of key events such as errors warnings or successes To setup SMTP notification you must receive SMTP setup information from your Internet Service Provider or network administrator Please contact your local ISP or network administrator for more details As an installer administrator or user of Aldelo EDC you do not need to understand the inner workings of SMTP The setup of SMTP notification is optional Microsoft Internet Information Services IIS Microsoft Internet Information Services IIS is the host environment to serve web pages and web services Aldelo EDC server component is hosted under IIS for built in security and scalability Windows XP Pro SP2 comes with IIS 5 0 Windows Server 2003 comes with IIS 6 0 while Windows 10 Confidential Information Intended for Custom
37. form payment transactions The Aldelo EDC User Account Password should be the password for the user account defined above Print Credit Card Receipt Copies defines how many receipts you want to print This setting is auto retrieved from the Aldelo EDC Store Settings Enable Restaurant Mode Handle Tips will enable credit card tip adjustment functionality within Aldelo For Restaurants POS solution This feature is auto retrieved from the Aldelo EDC Store Settings 19 Tech Tip Show PCCharge Integration Unsupported is there for backward 25 compatibility only and support issues with PCCharge will not be handled by Aldelo Technical Support Staff Confidential Information Intended for Customers of Aldelo EDC Store Settings Print smf cRM Products OrderEmy Other General Taxes I Services Revenue Receipts Payments Gratuity Cashier other Options check Enabl Credit Card Processing Integration Setup visa Enable Aldelo EDC Payment Interface eMe er Aldelo EDC Server Name 192 168 1 1 Aldelo EDC Application Name AldeloEDC o merken Pernes Aldelo EDC User Account Name v Discover Aldelo EDC User Account Password la i Bence Print Credit Card Receipt Copies Diner s club Show PCCharge Integration Unsupported ATM i Debit Card Clin House Charge Data Source Cancel Figure 7 1 Aldelo For Restaurants POS
38. he Deployment Plan you chose in Chapter 2 Please refer to Chapter 2 section named Deployment Planning for detailed deployment strategies This section will describe each of the steps involved in performing Aldelo EDC software installation e Double Click Aldelo EDC Installation Software to Begin Installation Process e The Welcome Screen Will Appear Click Next to Continue e The License Agreement Screen Will Appear Carefully Read the Agreement then Select I accept the terms in the license agreement and Click Next to Continue e In the Customer Information Screen that Follows Enter Your Name and Your Company Name Select the Anyone who uses this computer all users Option and then Click Next to Continue e The Destination Folder Screen Will Appear Click Next to Continue e Inthe Setup Type Screen Select Either Typical or Custom Based on the Deployment Strategy You Chose in Chapter 2 Click Next to Continue e If You Chose Custom The Custom Detail Options Screen Will Follow Select Your Custom Install Options Based on Your Deployment Strategy Described in Chapter 2 e The Following Screens Will Complete the Aldelo EDC Installation Process e Restart Computer Once Installation Completes Whether or Not Being Prompted Performing POS for NET Installation After Aldelo EDC is installed successfully you now have the option to install Microsoft POS for NET P
39. ient folders have been given proper security permissions o Make sure the Aldelo EDC Web Service under IIS is configured properly o Make sure the Aldelo EDC Web Service under IIS is using NET 3 5 I cannot communicate from integrated client application such as Aldelo For Restaurants to Aldelo EDC Web Service o Is Microsoft SOAP Toolkit 3 0 installed on all computers having the integrated client application o Is the Server computer hosting Web Service have port 80 or port 443 if SSL enabled open I get a message saying SQL Server not running o Verify SQL Server 2005 is installed and configured properly o Verify that the computer has been restarted since SQL Server 2005 was installed I get a message saying SMTP send email failure o Verify the SMTP setup information is accurate check with your ISP for details I got locked out of the system because I tried one too many times with invalid password o Wait 30 minutes or have an administrator reset unlock your account o You may also contact Aldelo Technical Support Staff to unlock your account if you are the administrator and no one else can unlock the account for you END OF ALDELO EDC USER MANUAL Confidential Information Intended for Customers of Aldelo EDC
40. in 90 days and will automatically lock the user out after 6 attempts to guess the password These are PCI compliancy requirements If your account is locked it will automatically unlock after 30 minutes or can be reset by the administrator Passwords also need to be historically unique and you cannot use the same password within 4 changes of your password To assign the security role to this user put a check in the box next to the security role you wish to assign to this user The first user should have admin rights so they can have full access to the system You should also create additional user accounts for batch operations and integrated applications The batch operations user account must have security permissions to perform batch and sales transactions The integrated application should have security permissions limited to sales tip adjust and void transactions dit Ca oe z Vold Post Auth User Account Info User Name mm Password o S Re enter Password Hide This Account n secet de adipem TTS Qe O BxchOperator E User Figure 4 11 Users Setup List View Figure 4 12 Users Setup Editor View 34 Confidential Information Intended for Customers of Aldelo EDC Merchant Accounts Once you have your first user setup you can now setup your merchant account This is the core of the software and you will need a merchant account to complete thi
41. ion via start menu option Register ASP NET to IIS installed as part of Aldelo Prerequisite Installer package Alternatively user may also manually associate ASP NET with IIS This process is very simple to execute please following the instructions listed below to accomplish this Ensure Internet Information Services IIS is Already Installed on the System Select Start from the Windows Task Bar Select Run from the Start Menu Type cmd in the Popup Dialog Screen and Then Press ENTER When the Command Prompt Screen Appears Type in cd and Then Press ENTER Next You will Type cd windows microsoft net framework v2 0 50727 and then Press ENTER Finally You will Type aspnet_regiis i and then Press ENTER to perform the association cx C WINDOWS system32 cmd exe o x C gt cd windows microsoft net framework vui 1 4322 IC WINDOWS Microsoft NET Framework vi 1 4322 gt aspnet_regiis im Figure 3 3 Command Prompt to Execute ASP NET to IIS Association Make sure to register net 2 0 21 Confidential Information Intended for Customers of Aldelo EDC Performing Aldelo EDC Installation The installation of Aldelo EDC is very straight forward For Server deployment please ensure that IIS is already installed If NET Framework was installed prior to IIS make sure to execute ASP NET to IIS Association described in the previous section The Aldelo EDC installation is dependant on t
42. iple pieces of hardware without rewrites OPOS enabled peripherals such as printers must be configured properly with manufacturer s OPOS driver Aldelo EDC uses OPOS indirectly via Microsoft Point of Service for NET described next for printing needs within the client application OPOS driver installation and configuration is not required unless you are using Aldelo EDC in stand alone mode and require receipt printing Microsoft Point of Service for NET Microsoft Point of Service for NET POS for NET is a NET Framework enabled version of OPOS In essence the POS for NET is a NET wrapper that enables receipt printing against OPOS enabled printer devices POS for NET is not required for Aldelo EDC unless there is a need to print receipts from within the Aldelo EDC client application During installation of Aldelo EDC software you will be prompted to install OPOS Common Control Objects These are required libraries that must exist if POS for NET is to be used Windows Server 20003 Windows Server 2003 is a server grade operating system designed for small to large enterprises There are several editions of Windows Server 2003 Aldelo EDC will work under Windows Server 2003 platform except for Small Business Server or Domain Controller Before installing Aldelo EDC onto Windows Server 2003 please make sure that you have IIS already installed If not you can install it by going to Control Panel Add or Remove Programs Add Remov
43. ipt Header Line 3 Receipt Header Line 4 Receipt Header Line 5 Void Post Auth Receipt Footer Line 1 2 Meer Receipt Footer Line 2 Receipt Footer Line 3 Receipt Footer Line 4 ea m 2425 200 8 45 PM POS Printer Device Name Initial Print Receipt Copies Re Print Receipt Copies Print Auto Batch Close Receipt Figure 4 7 Store Settings Receipt Tab In the Receipt tab the receipt setup is optional If you are operating Aldelo EDC in stand alone mode or need to print receipts from Aldelo EDC then you would setup this information accordingly The Initial Print Receipt Copies and Re Print Receipt Copies will affect the number of receipts that the integrated client Aldelo For Restaurants POS solution will print Confidential Information Intended for Customers of Aldelo EDC 32 Aldelo EDC Standard Edition No Active Merchant Account DEMO VERSION Credit Card see SMIP Server Settings SMTP Server Name Authentication Required Authentication User Name Authentication Password Notification Service Settings Sender Email Address Notification Email Address 1 Notification Email Address 2 Notification Email Address 3 Email Batch Close Success Email Batch Close Failure Vold Post Auth Email Batch Close Error Email Self Heal amp Other Events Email Critical Error Email Database Maintenance Access Email D
44. it with SSL Lastly the cost of monthly broadband Internet is relatively competitive with a telephone line dedicated for the purpose of credit card payment processing Plus broadband Internet always out perform dial up payment transaction speed Dial Backup Internet Failover Broadband Internet usually are always up and trouble free However in some rare cases it may go down for short term For this reason we recommend our merchants to prepare Dial Backup Internet failover One simple way to achieve this is to install Aldelo Auto Dialer software for actively monitoring Broadband connection and reestablish connection via Dial Up PPP account when it detects Broadband goes down Aldelo Auto Dialer is a free utility for Aldelo EDC Customers Firewall and Antivirus Antivirus software normally does not cause conflicts with Aldelo EDC However if you have a firewall then you will need to open port 80 for HTTP If you are using SSL then you must also open port 443 In the event you have exposed Aldelo EDC to the Internet for third party solutions such as Web Ordering Vendors you then must allow port 443 and NAT port forward to the PC containing Aldelo EDC For in depth help on firewall and antivirus please contact your local Internet Service Provider or your network administrator for details Microsoft SOAP Toolkit 3 0 Microsoft SOAP Toolkit 3 0 needs to be installed on each computer that has Aldelo For Restaurants POS so
45. le System Deployment Under this scenario since SQL Server 2005 is already installed you will be able to utilize the existing database engine to host your Aldelo EDC database To deploy Aldelo EDC under this situation do not manually install SQL Server 2005 Express separately Handling Software Upgrades This section helps understand how to upgrade existing installation of Aldelo EDC e Upgrade Existing Single System Deployment Setup o Select the Typical setup option during the Aldelo EDC installation setup This option will update both the Server and Client components on the system e Upgrade Existing Client System Setup o Select the Custom setup option during the Aldelo EDC installation setup Then configure the custom options according e Upgrade Existing SQL Server 2005 to Latest Service Pack o Exit Aldelo EDC Client Application o Double click the SQL Server Service Pack Installer to perform installation procedures 18 Confidential Information Intended for Customers of Aldelo EDC Chapter 3 Step by Step Installation Getting Started Regardless of the Deployment Plans you choose from Chapter 2 the following sections provide step by step installation guidance for Aldelo EDC deployment This chapter describes how to install such software to Windows XP Pro with SP2 The steps to install on Windows Server 2003 are very similar and any differences will be noted For Windows Vista please refer to Operating System instr
46. lick Done If you wish to demo the software without going live you can select the option to use Demo Mode This will prevent the transactions from actually hitting the processor and will only return simulated responses In Demo Mode if you process for less than 10 00 you will get an Approval If you process for 10 00 or more you will get a Decline It is best to create a merchant account that is dedicated to just Demo transactions so that your reports will not be affected DO NOT ENABLE DEMO MODE UNLESS IT IS UNDER THE SUPERVISION OF ALDELO TECHNICAL STAFF VIA LIVEMEETING 4 Tech Tip If you need more information about any field in Aldelo EDC use the tool 2579 tips by keeping the mouse pointer over the field you have questions about This will 35 display a description of what the field is used for Confidential Information Intended for Customers of Aldelo EDC Aldelo EDC Standard Edition Mercury Restaurant DEMO VERSION d rag col vat column Void Sale Account Name Merchant Service Provider Mercur Figure 4 13 Merchant Setup List View Aldelo EDC allows you to have multiple merchant accounts configured but you may only designate one merchant account as active All payment processing activities are routed to this active merchant account Do not change the active merchant accounts unless you are aware of the results Be sure to close current batch of the m
47. ll Control security If security permissions are not setup properly you may receive errors such as Web Service Unavailable or Server Page Not Found etc Verify Aldelo EDC Web Service is Functioning Properly 23 The quickest way to ensure IIS ASP NET and Aldelo EDC Server component Web Service is working properly is to execute a Web Service test The following instructions describe how to execute a Web Service test e Select Start from the Windows Task Bar e Select Run from the Start Menu e Type in http localhost AldeloEDC EDC asmx and Then Press ENTER o Ifthe Web Service is located on a remote computer substitute the word localhost with remote computer s name or its IP address o Ifthe Web Service is hosted under SSL then replace http with https e Give it a little while and your Internet Explorer Browser should appear with a list of Web Methods See Figure 3 4 Confidential Information Intended for Customers of Aldelo EDC e Locate the Verify Success Web Method Click on It e Then Click the Invoke Button e You Should Now See the Browser Screen Showing Some XML Similar to Figure 3 5 If any error messages or server page not found messages appear then check Aldelo EDC folder securities EDC Web Service Windows Internet Explorer IE httpillecelhostjAldeloEDC EDC asm v 7 x sees Google C Vico Q E Bisstoded d E settnas Xe 4k pc wer service fc Eo db sheave hs e
48. lly handled by Aldelo EDC The only subject of interest is acquiring the SSL certificate and installing it to IIS Microsoft SQL Server 2005 Microsoft SQL Server 2005 is an enterprise level database management system that delivers maximum data consistency security performance and reliability The SQL Server 2005 Express is a toned down and free distribution version of SQL Server 2005 targeting small group of users Aldelo EDC uses SQL Server 2005 to store operating and transactional data from payment processing activities This database does not store cardholder information beyond current batch When cardholder information is stored temporarily such information are stored in AES encrypted state for maximum security Aldelo Prerequisite Installer package contains preconfigured SQL Server 2005 Express as Aldelo Instance SQL Server 2005 Express should be sufficient for most merchants processing credit card transactions from Aldelo EDC If a merchant already has SQL Server 2005 and wish to use the existing instance then merchant may use the existing instance As an installer administrator or user of Aldelo EDC you do not need to understand the inner workings of SQL Server 2005 Confidential Information Intended for Customers of Aldelo EDC OPOS OPOS also known as OLE for POS has been a well known initiative from key peripheral manufacturers The goal of OPOS is to enable a common interface integration that works with mult
49. lution This is also true for all other applications that must access web services and is not built on NET Framework Aldelo EDC Server Component Aldelo EDC Server Component is the web service to be hosted within IIS This is a set of ASP NET web service methods that handle payment processing and utility functions Client applications both 13 Confidential Information Intended for Customers of Aldelo EDC Aldelo EDC Client Components and third party solutions communicate directly against this set of web service methods to achieve payment processing integration The Server Component must be deployed to one of the qualified computers within the merchant s store see System Requires below Additionally the computer hosting Server Component must have access to the Internet in order to communicate with back end payment processors Aldelo EDC Client Component Aldelo EDC Client Component is an administrative tool for Aldelo EDC Server Component Since the Server Component does not offer user interface for operations you will use the Client tool in order to setup administer or use Aldelo EDC solution In essence the Aldelo EDC Client Component is the user interface for the server The Client Component may be installed on a computer separate from the Server Component You may also install Client Component on additional computers However at least one copy of Client Component must be installed on the same computer hosting SQL Server 2005 in o
50. m of the system hosting Aldelo EDC software Most installations will use localhost It is a good idea to give this station a static IP Address since this system is hosting a service that is accessed via an IP Address 4 You can leave the EDC Web Service Application Name the default name unless you manually change it in IIS Only advanced networking professionals will want to change this 5 Enter a password in the Card Encryption Password field This password is used to encrypt all transactions that are stored in the database 6 Audit Trail History Kept Days is the number of days the system will keep recorded activities in the system These can be viewed in the Reports section of the software 7 Batch Auto Close Time is the time that the batch will automatically be processed 8 Auto Batch Close User Name is the user account name that will perform the auto batch a Do not turn off the computer or exit Aldelo EDC Client application if you need auto batching to function properly 9 Click Receipt to go to the next tab 10 Fill in the Receipt Header Line 1 with what you would like to show at the top of the credit card slip Applies to receipts printed from Aldelo EDC client application only 11 Click Done This will save the settings so you can move onto other first time setup tasks You can always come back to this page to change more settings once you have the initial ones done Aldelo EDC Standard Edi No Activ
51. ment processing rates For a current list of available certified merchant service provider please contact our sales office for details What Do I Need Before I Proceed In order to setup payment processing for your business please follow the action items listed below in sequence Ensure You Have a PC meeting minimum base line qualifications Decide on a certified merchant service provider supported by Aldelo EDC Sign up with the merchant service provider selected in step 2 above and retrieve account credentials Review deployment strategy perform installation and setup and conduct test transactions a par The rest of this User Manual will discuss the above steps in greater detail Be sure to review this entire manual before attempting to deploy Aldelo EDC solution How to Obtain Live Technical Assistance If you should have any questions during the setup of Aldelo EDC help is just a call away Our technical support staff is available 7 days a week 24 hours a day to assist you Technical Support Department Aldelo Systems Inc Tel 209 338 5481 Web www aldelo com Email support aldelo com 8 Confidential Information Intended for Customers of Aldelo EDC Summary This chapter serves as an educational primer on key technologies used or involved in Aldelo EDC The goal is to ensure that installers and administrators are fully aware of how various technologies fit together and how Aldelo EDC makes use of all these technol
52. ministrative reasons or in the case of Stand Alone Mode to process credit card transactions on multiple systems For example the Server may be located in the closet and is normally inaccessible However in order to perform administrative duties you might wish to access the Aldelo EDC client application from a system located in an office Under Client Server Deployment you will deploy Aldelo EDC as a Server and then as a Client The Server deployment is always the same as Single System Deployment described above The reason we deploy everything on the server is to have the ability to create and maintain database as well as other server administrative duties The Client deployment is simply installing just the client components This allows multiple client computers communicate with the Server for both transaction processing and administrative duties Confidential Information Intended for Customers of Aldelo EDC To deploy as the Client please see the Custom Setup screen below for selected options Note Integrated clients such as Aldelo For Restaurants DOES NOT require Client Server Deployment SQL Server 2005 Pre Exist Condition Deployment If you need to deploy Aldelo EDC as Single System Deployment but SQL Server 2005 is already installed as the default instance then you must deploy Aldelo EDC without database engine However if existing SQL Server 2005 is installed as Named Instances then you may still be able to perform Sing
53. nd Database Setup This procedure should be performed on the Server computer containing both Aldelo EDC Server and Client components License Activation is optional and may be deferred to a later time before going live If you operate Aldelo EDC in unlicensed mode each credit card transaction will be limited to 10 This chapter provides you with step by step configuration and testing procedures to ensure proper setup of Aldelo EDC Your actual setup may vary slightly based on the deployment strategy you chose in Chapter 2 License Activation When you launch Aldelo EDC for the first time you will be prompted for license activation Each computer running Aldelo EDC must be activated before going live The activation process requires you to have the Product Serial Number ready To activate please contact Aldelo Technical Support Staff amp amp Aldelo Software Activation Product Name Aldelo EDC Serial Number Product Code Activation Code Product Key Activation Key Cancel Figure 4 1 Aldelo EDC License Activation Screen 26 Confidential Information Intended for Customers of Aldelo EDC Database Setup Wizard If Aldelo EDC Client application detects that you do not have an active database connected the New Database Setup Wizard will appear when you launch the software This wizard helps you automatically create database and setup account information saving you a
54. ns V Allow Trace Output Access V Allow Audit Log Access 7 Allow Reports Access Figure 4 10 Security Settings Editor View 33 Confidential Information Intended for Customers of Aldelo EDC Users After you have created your first security role that has full access to the software you will want to assign that role to your first user This user will be the administrator of the software since they will have full access to all the features of the software Additionally this administrator is also considered the Key Custodian Per PCI Compliancy and is responsible for the periodic changes to Card Encryption Password As a Key Custodian it is recommended that the administrator sign an acknowledgement of responsibilities form issued by the merchant To create the first user and assign the security account follow the steps below pp oon Click Setup at the top of the screen Select Users This will bring up the screen where all your user accounts are listed Click New to create a new user Fill in the User Name field with the name of the user Fill the in the Password and Re enter Password fields with this users password This will be the password used when you try to access something that is protected by the security settings Your password must be a complex password in that it must have 7 characters Upper and Lower case special characters and numbers Password will also auto expire
55. ocket Layer SSL to secure all data transport within unsecured public or wireless networks This Server component may 5 Confidential Information Intended for Customers of Aldelo EDC be installed to Windows Server 2003 Except Domain Controller Windows XP Pro SP2 or Windows Vista Home Premium Business Enterprise and Ultimate The Client side of Aldelo EDC is a Windows client application used for setup testing batching reporting manual payment transactions and other tasks This Client component communicates with the Server component to execute server based payment processing actions You may install this Client component on the same computer as the Server component or deploy it to another PC running Windows Server 2003 Exception Domain Controller or Windows XP Pro SP2 Aldelo EDC is designed to function either stand alone or integrated with external business software such as a point of sale solution When used as a stand alone credit card payment terminal Aldelo EDC helps you avoid monthly hardware payment terminal rental charges When used under integrated environments Aldelo EDC eliminates double entry and promotes better user productivity and performance Seamless integration by third party solutions to Aldelo EDC is a breeze Since the core payment engine is a set of ASP NET Web Service methods any solution whether windows application or web solution that can consume web service may take advantage of this All response messages a
56. ogies in a transparent and hands free manner to promote ease of use Next this chapter moves on to system requirements analysis and planning details We use this section to discuss the various scenarios you may encounter when deploying Aldelo EDC This section also serves as a great reference advisor when performing the first install Technology Overview Microsoft NET Framework 3 5 Microsoft NET Framework is a managed environment for the next generation of applications running on Microsoft Windows platforms Aldelo EDC is built entirely on NET Framework for both the server and client components There are currently five INET Framework libraries They are NET Framework 1 0 1 1 2 0 3 0 and 3 5 Aldelo EDC requires NET Framework 3 5 You should be able to install these frameworks on the same system at the same time It is also important to keep up with latest NET Framework service updates from time to time As an installer administrator or user of Aldelo EDC you do not need to understand the inner workings of NET Framework The only subject of interest is to ensure that NET Framework is installed in the supported Windows operating system For simplicity install the Aldelo Prerequisite Installer package which provides a simplified deployment of NET Framework 3 5 ASP NET Web Services ASP NET Web Services is the next generation of Intranet and Internet based remote method communications Aldelo EDC server component is buil
57. ou have Merchant Account setup information from your Merchant Service Provider 4 Ensure that you have SMTP account setup information from your ISP Optional Single System Deployment Single System Deployment is ideal for most merchants due to its simplicity and ease of maintenance Under this deployment strategy you will install both Aldelo EDC Server and Client Components onto the same system This deployment strategy does require you to meet the Baseline System Configuration of both the Server and Client It is highly recommended that you increase the System RAM to 1 GB for better performance If the target system needs NET Framework 3 5 SQL Server 2005 Express and or Microsoft Point of Service for net 1 12 then install the Aldelo Prerequisite Installer package first and invoke the desired menu options Once prerequisite requirements are met we will proceed to deploy Aldelo EDC as Single System Select the Typical option during Aldelo EDC software installation This option installs the Client Component the Server Component Client Server Deployment 17 Client Sever Deployment is necessary in the environment that there will be one Server but one or more Aldelo EDC Client Applications on different computers This deployment strategy does not apply to third party integrated clients such as Aldelo For Restaurants connecting to the Server The usefulness of having multiple Aldelo EDC Client Applications may be for ad
58. rder for the Client Component to create and maintain the Aldelo EDC database Aldelo EDC Command Utility Component Aldelo EDC Command Utility Component CMD is installed as part of the Aldelo EDC Client Component The CMD is a tool that could be used to discover EDC version information initiate Live Meeting session and other troubleshooting support functions The use of this tool is limited to Aldelo Technical Staff and is password protected Basic Computer Terminologies CPU Central Processing Unit such as Intel Celeron Pentium Xeon Core Dual etc RAM Random Access Memory for a PC usually expressed in Megabytes MB MB Megabytes unit of measure for PC Storage or RAM capacity GB Gigabytes unit of measure for PC Storage or RAM capacity Video Card The graphical display board or integrated circuits to generate video output to a PC NIC Network Interface Card used to connect to other PCs in the same network Hard Drive Data storage device for a PC OS Operating System System Requirements In order to use Aldelo EDC payment processing solution effectively we recommend the following baseline system configuration If your system does not meet the recommended baseline system configuration it does not necessarily exclude you from using Aldelo EDC However if there are any technical difficulties Aldelo Technical Support Staff will advise you to upgrade your system to meet or exceed the baseline system configuration before
59. re returned from web service in the form of XML for simple and quick parsing Additionally Aldelo EDC is fully integrated with Aldelo For Restaurants point of sale solution Overall Aldelo EDC is a simple to use reliable secure and scalable credit card payment processing solution for any merchants who wish to accept credit cards Why choose Aldelo EDC There are many options when it comes to credit card processing Traditionally merchants process credit card transactions via specialized hardware payment terminals such as Nurit or Verifone In recent years a new breed of payment acceptance technologies has emerged These are software based credit card processing solutions designed to save merchants equipment cost and offer much more flexibility and functionality This is very similar to the evolution of cash registers into full fledged computerized POS software solutions In addition the software based credit card processing solutions offer something the hardware payment terminals cannot in today s market This is to utilize affordable broadband Internet such as DSL or Cable to achieve super fast authorization and settlement More over software based credit card solutions has the ability to be fully integrated into computerized POS solutions in order to reduce double entry and increase user productivity Clearly software based credit card processing solutions will eventually take over as the primary choice in payment processing as more and
60. s The Select Existing Database option allows you to select an existing SQL Server database Aldelo EDC database To connect to that database you will click Connect button on the toolbar The Create New Database option allows you to create a new SQL Server database for use with Aldelo EDC You will need to provide a new Database Name and Path The Database Name cannot repeat with names already existed on SQL Server The Attach Database From Data File option allows to you to re attach a previously detached SQL Server database Confidential Information Intended for Customers of Aldelo EDC The Restore Database From Backup option allows you to restore a database from backup The Test button on toolbar allows you to ensure communication of SQL Server The Detach button on toolbar allows you to detach the currently selected SQL Server database The Backup button on toolbar allows you to perform database backup The Reindex button on toolbar allows you to perform database statistics update to improve performance e The Connect button on toolbar allows you to connect to the currently selected SQL Server database for use with Aldelo EDC e The Current Data Source Link label shows currently connected data source information Manage SQL Server Logins If you are using Windows Authentication in SQL Server and the ASPNET account was disassociated with your database you might need
61. s section If you have not setup your merchant account yet with your merchant service provider you can still setup other parts of the software and come back to it later To setup a new merchant account follow the steps below 1 2 8 9 Click Setup at the top of the screen Select Merchant Accounts This will bring up the list of Merchant Accounts you have Normally you should have none or only one Click New This will bring up a blank Merchant Account Fill in the Account Name field This usually should be the name of your business followed by the MSP name For example ABC Caf Mercury Pay Select the Account Type by selecting either Primary Select the Merchant Service Provider This is the actual company you have your merchant account with As you change this field the processor settings will change Fill in the information given by your Merchant Service Provider in the Processor setting fields on right Select the Business Type a Ifyour merchant account is setup as Restaurant and handles tips select Restaurant b Ifyour merchant account is setup to not handle tips select Retail c Ifyour merchant account is setup as mail order telephone order ecommerce select MOTO Mark the account as Active Account by enabling the check box Check Enable Tracing This will allow you to track exactly what is going through the system and is very useful for troubleshooting issues 10 C
62. saeceeeeeenaeeenees 20 Associating IIS wth ASP NET oreet tee ete e ad ee e eese 21 Performing Aldelo EDC Installation entere erre ng de e pt e pat dere 22 Performing POS for NET Installation 2 che ite ete ie d ee e eese 22 Special Instructions for Integrated Applications sseseeeeeseeeeeeee eene rennen 22 Post Installation VerifICatlOnss aote a ete oret eite tee o eee ehe decet e eee PE eee eren 23 Chapter 4 Configuration amp Testing Leeeeee eee e eres eres ee esee ee stent tn tonat se tone ease ease ease ease ease te sete stesse sona 26 SUMMARY esses tse aie ote Sosa SG ea ave SG eR ee a 26 License ACt vation seeria tense EET 26 Database Setup Wizard moeone ireira ini eter RD ve cbunbovect aqhe p NEUE E XR PEE Hue detti ees 27 Advanced Database Setup etre eee ie re eret senec ia egeta ere uo erbe E nee ette eve ires 28 Manage SQL Server Logins reete tees re er mer bsec ign e Bele EEEE EROE gie debe etae es 29 Store Settings itt ge o e esteri e UR eie tba seti i pete ee tes teuer eU e en 30 SECUMILYSSUAM EE 33 I ec DEL 34 Merchant ACCOumnts d HM 35 Perform Test Transactions with Live Credit Cards esses eren entrent 37 Chapter 5 Administrative Tasks 1 eeeeeee eee eese eee esee ee seen sete sten eta toss toss ease ease ease ease ease east to sete stesse toas 38 Import EXpOtt 2 uestem OP aet tie epe eH eh es 3
63. t a new batch and process transactions normally again As a best practice contact your merchant service provider to ensure you have all of the funds properly settled Please note that you should not perform Close Batch Locally unless you have gone through all open Pre Auth transactions and attempted to Post Authorize To invoke the Close Batch Locally function go Help then About screen When the About screen appear type in Close Batch Locally and the press ENTER You will then be prompted to enter a password enter the Card Encryption Password to continue Caution If you are not sure about using Close Batch Locally please contact Aldelo Technical Support Staff for assistance Do not perform this function unless you understand its necessity Failure to use this function properly may result in loss of transactions and pending credit card funds Aldelo Systems will not be responsible for any direct or indirect losses as a result of using this feature Periodic Password Changes Per PCI compliancy requirements and general security best practices it is recommended that users change their passwords frequently Aldelo EDC automatically expire all passwords every 90 days The Card Encryption Password in Store Settings also expires every 90 days as well If Card Encryption Password is expired Aldelo EDC will not process any credit card transactions If the Auto Batch User account password expired Aldelo EDC will
64. t as an ASP NET Web Service All of the payment processing and utility methods are encapsulated into a web service called EDC Since the server component is a web service it must be hosted inside Microsoft Internet Information Services IIS described below ASP NET Web Service architecture allows better scalability and performance 9 Confidential Information Intended for Customers of Aldelo EDC As an installer administrator or user of Aldelo EDC you do not need to understand the inner workings of ASP NET Web Service The only subject of interest is to ensure that IIS is already installed in the supported Windows operating system before attempting to install Aldelo EDC If for reason NET Framework 3 5 was installed prior to IIS or that ASP NET is not properly associated with IIS then you must perform the Register ASP NET to IIS menu action installed as part of the Aldelo Prerequisite Installer package Alternatively you may also manually perform Register ASP NET to IIS method from the command prompt as described below Click Start on the Windows task bar Click Run from the Start menu Type in cmd then press Enter key Type in cd then press Enter key Type in cd c windows microsoft net framework v2 0 50727 then press Enter key Type in aspnet regiis i then press Enter key Extensible Markup Language XML Extensible Markup Language XML is the native language of Aldelo EDC All information pack
65. t have IIS deployed Can I install Aldelo EDC on Windows 2000 Professional o Yes however Aldelo Technical Support Staff does not provide assistance of Aldelo EDC on Windows 2000 Professional Can I install Aldelo EDC on Windows XP Home o No because Windows XP Home does not come with IIS Can I install Aldelo EDC on Windows 95 98 ME o No because these operating systems are retired by Microsoft and do not come with IIS Can I install Aldelo EDC on Windows XP Pro with SP2 o Yes this is the preferred operating system for use with Aldelo EDC Can I install Aldelo EDC on Windows 2000 Server Confidential Information Intended for Customers of Aldelo EDC o Yes however Aldelo Technical Support Staff does not provide assistance of Aldelo EDC on Windows 2000 Server Can I install Aldelo EDC on Windows Server 2003 o Yes we support Windows Server 2003 What if I do not have Windows Operating System Install CD o Please contact either Microsoft or your reseller to obtain a Windows CD You must have the Windows CD in order to perform HS installation Can I use Microsoft SQL Server 2005 o Yes Aldelo EDC uses SQL Server 2005 Can I use Microsoft Access 2003 o No Aldelo EDC works with SQL Server 2005 I cannot execute ASP NET web service it gives me indication that Web Service is not working or page was not found o Make sure NET Framework 3 5 is installed o Make sure ASP NET is associated with IIS o Make sure the Aldelo EDC Server and Cl
66. tional merchant service providers and acquirers dependant on customers needs However Aldelo does support most major processors Will I be able to save on processing rates if I use Aldelo EDC o Under normal scenarios many of our customers have been able to save on processing rates by switching to one of the certified merchant service providers Please contact the certified merchant service providers for details Will I be able to switch from my current unsupported processor to one supported by Aldelo EDC even though I have a contract o Some certified merchant service providers may offers to buy out your existing contract or offer you incentives to switch Please contact the certified merchant service providers for details How do I sign up with a supported merchant service provider o Please contact the merchant service provider from the supported list to sign up Can I install Aldelo EDC on Windows Small Business Server 2003 o No because Windows SBS 2003 acts as a Domain Controller Aldelo EDC will not function on servers used for Domain Controller purposes Can I install Aldelo EDC on Windows Server 2003 running as Domain Controller o No because Aldelo EDC will not function on servers used for Domain Controller purposes Can I install Aldelo EDC on Windows Vista o Yes we support Home Premium Business Enterprise and Ultimate editions Can I install Aldelo EDC on Windows XP Embedded o No because Windows XP Embedded usually does no
67. ts reserved 800 846 4472 Internet Figure 6 5 Online Merchant Center Sample 45 Confidential Information Intended for Customers of Aldelo EDC Aldelo EDC is perfect for integrated environments Since the integration is a set of ASP NET Web Services methods third party applications integrating into Aldelo EDC can range from both COM and NET based Aldelo For Restaurants POS solution is fully integrated with Aldelo EDC This chapter describes the steps involved to properly integrate Aldelo For Restaurants POS solution with Aldelo EDC The minimum version required from Aldelo For Restaurants is 3 51 0023 in order to integrate with Aldelo EDC release 6 1 0 11 or later The following steps describe how to setup integration with Aldelo For Restaurant POS solution 46 OU RUP Install Microsoft SOAP Toolkit 3 0 on each computer running Aldelo For Restaurants Launch Aldelo For Restaurants POS solution Click on Store Settings in the Back Office Click on the Revenue tab Check the option Enable Aldelo EDC Payment Interface Enter the IP Address of the computer that has Aldelo EDC installed in the Aldelo EDC Server Name field Do not use localhost here because you may have more than one POS terminal needing credit card processing functionality The Aldelo EDC Application Name leave it as AldeloEDC The Aldelo EDC User Account Name should be a user account that has the proper permissions in Aldelo EDC to per
68. uctions Determine the Existence of IIS The Server component of Aldelo EDC requires the existence of Internet Information Services IIS on the system IIS may not be automatically installed during initial operating system setup The following steps describe how to determine if IIS is already installed 19 Select Start on the Windows Task Bar Select Control Panel on the Start Menu o A menu will slide out or a dialog screen will appear Select Administrative Tools Look for Internet Information Services menu option o If found the IIS is already installed on this system o If not found you will need to install IIS p2 My Documents ws My Computer my Network Places amp Printers and Faxes 5 Search r 37 Run Adobe Gamma A Automatic Updates WWE Broadcom Control Suite 2 2 Date and Time S Display Gg Folder Options gj Fonts T Game Controllers Ba Intel R Extreme Graphics 2 M y Internet Options 2b Ithaca OPOS Setup Java amp Keyboard 9 mail D Mouse Network Connections Network Setup Wizard b Phone and Modem Options e Portable Media Devices Power Options 3I GS Component Services a Computer Management E Data Sources ODBC Gl Event Viewer Internet Information Services 5B Local Security Policy Ed Microsoft NET Framework 1 1 Configuration ln Microsoft NET Framework 1 1 Wizards ig Performance f
69. will have associated securities with it by assigning a security role to the user These security roles must first be created before they can be assigned to any user To create a security role follow the steps below Pe H Click Setup at the top of the screen Select Security Settings This will bring up the screen where all your security roles are listed Click New This will allow you to create your first security role For the first security role it is a good idea to call it something like Admin or Owner or something to that affect This user will have all rights in the software so make sure to check all checkboxes to allow full access to everything 5 Click Done This will save this security role Aldelo EDC Standard Edition No Credit Card Active Merchant Account DEMO VERSION idden Security Role Name Test m d Batch Operator o User Security Role Detail Role Name Security RoleName 2 Sort Order n Hide This Role al System Setup Securities V Allow Database Maintenance Access V Allow Store Settings Access V Allow Security Settings Access v Allow User Accounts Access V Allow Merchant Accounts Access Transactions Reports Securities V Allow Sales Transactions V Allow Void Transactions V Allow Return Transactions V Allow Gratuity Transactions V Allow Batch Close Transactio

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