PayPal PRO Sandbox Testing

(1)

₁

PayPal PRO Sandbox Testing

(2)

₂

PayPal Pro Test Mode (Sandbox)

Overview

The PayPal test account, referred to as Sandbox, allows you to test credit card and PayPal transactions with GoPrint without having to use “real” credit cards and bank accounts: it simulates live transactions. The set up steps are exactly as you would configure for Live mode allowing you to use this document as a reference for your current campus PayPal integration with GoPrint.

Perquisites

 the GoPrint server MUST be resolvable to an external DNS name. Contact your network administrator to configure an external IP address and DNS name pointing to the internal address of the GoPrint server.

 Port 7768 also must be open inbound from PayPal to GoPrint server

The testing process Overview

Test your application by creating a Sandbox account for each user entity represented in your PayPal transactions. When testing, use the test accounts in place of all the live ac-counts you will use while processing live transactions.

1. Configure the GTX to resolve to an external DNS.

2. Create a PayPal Developer account at the Developer website at developer.paypal.com. 3. Create 2 Sandbox accounts: Business and Personal.

4. Note your test Personal Card Cards

5. Configure your Instant Payment Notification and Encrypted Payments Settings 6. Configure in Control Center

7. Begin testing

How it works

At the developer Sandbox site, (https://developer.paypal.com) you need to first sign up for a developer account. Once signed up you will need to create at least two tests

accounts, a Business Account to represent the merchant, and a Personal Account to represent the buyer. You can use the preconfigured test account option or manually create your own. It’s recommended to simply use the preconfigured option since the credit card numbers and bank accounts are auto-generated for you.

(3)

₃

Before you can create your test accounts you must first create a developer PayPal account. This account is used to log into the Developer site.

Important: if you already have a own personal PayPal account you most likely won’t be able to use the same email address.

Navigate to the developer test site:

https://developer.paypal.com and select

Sign Up to create your account.

CREATE SANDBOX TEST ACCOUNTS

To create a test account in the Sandbox:

1. Log in to the Developer site at https://developer.paypal.com and navigate to Applications > Sandbox

Ac-counts.

Select the Create Account button

(4)

₄

Important: you MUST create both a Business and Personal Account. The Personal Account generates the testing Credit Card payment information you will need to enter at the web client

Once you receive your confirmation email activate your account and log in to your account and create your Seller and Buyer accounts.

Step 1 – Create Business Account

Fill in the Seller data, optioning to create both a credit card and Bank Account with a balance amount and change the default password.

(5)

₅

1. Navigate to the Profile page of the Business account and click the Upgrade to Pro link.

2. Click Enable on the resulting screen.

Tip: Once you enable PayPal Payments Pro for a test Business account, the setting is

(6)

₆

Click API Credentials

This is the information you will need to enter into Control Center

Important: do not enable Payment Review and Negative Test Mode! If you enable Payment Review, the status

(7)

₇

Note: Email accounts created are not real. The accounts are automatically confirmed and are only valid in the Sandbox.

Hint: write down the email address and password. These are used to log in to your seller

account.

Step 2 – Create your Buyer Account

Select the Personal radio button:

Fill in the account creation fills to create your credit card and bank account.

(8)

₈

Select Funding

Hint: write down your credit card information because this will be used later at the

GoPrint Web Client to purchase your print funds.

(9)

₉

GoPrint PayPal Pro Configuration

Prerequisites

IMPORTANT: Make your GTX server accessible to PayPal on port 7768. This will require either an IP address or a DNS name for the GTX server accessible from the internet. Port 7768 must not be blocked!

Step 1- Configure you PayPal Seller information within Log in to GoPrint Control Center

http://localhost:7768

Select: Payments – Credit Card Gateway Select: Add a New Gateway and choose PayPal Pro

When entering this URL in external payment gateway web sites you must use a server name that can be resolved on the Internet, since the payment gateway vendor's systems will be resolving the URL relative to their own environment.

(10)

₁₀

Enter your PayPal Seller information

1. Name: provide a user-friendly name 2. For testing, change to Sandbox.

You must generate the API credentials from your PayPal Seller account

Back at PayPal Sandbox Manager Site - Obtain your API Username and Password and Signature

(11)

₁₁

Complete the remaining PayPal Pro configuration items:

3. User Agreement URL: you may create your own end-user HTML Agreement document and link to it here. If not, you must enter NONE in all caps.

4. Gateway Fee: you may leave blank for test until your financial department decides if they want to offset the transaction fees charged to your campus by PayPal. 5. Set the max and min purchase amount

Note: two forms of Authentication are provided. The most common form, and the one we want to use for testing, is the API Signature.

(12)

₁₂

Log in to your Business Account

Check your Business Account then click ENTER SANDBOX SITE

You are redirected to the Sandbox Site: https://www.sandbox.paypal.com/home

Instant Payment Notification

Important: Make your GTX server accessible to PayPal on port 7768. This will require ei-ther an IP address or a DNS name for the GTX server accessible from the internet. Port 7768 must not be blocked.

Step 1 – Set the instant Payment Notification URL

Return to the Profile Summary screen on PayPal's website

 From My Account - Click the Profile tab

(13)

₁₃

 The resulting page will show the current payment notification settings and allow

changes to be made. Click Choose IPN Settings button to make changes.

 Enter the required return URl Format:

Example: http://myserver.edu:7768/creditcardconfirm

 Enable Receive IPN messages

(14)

₁₄

Final GoPrint Configuration

Step 1 – Enable the Quota Purse to represent the credit card payment purse

Navigate to: Accounts – Class Definitions – Default User Class (or other)

1. Check Quota

2. Purse Name: enter a user-friendly name used to display to users 3. Save

Step 2 – Enable the credit card purse at the PayPoint

1. Back to the main page, select your PayPoint

2. Select the Financial tab

3. Check Default User Class – Credit Card Fund Quota (or your choose name. The dialog box expands displaying the following settings.

4. Expand the Add Value Option drop down menu and select “Credit Card to Quota” 5. Save

HINT: If not selected the Credit Card

(15)

₁₅

Testing PayPal Pro Credit Card to Quota Transactions

1. Log in to the web client 2. Press the Add Value button

(16)

₁₆

4. Confirm the amount

(17)

(18)

₁₈

Review New Account Balance and Transaction History

Click the My Account tab to view your new balance

Click the Transaction History to view the completed transaction

(19)

₁₉

Reviewing transactions

Use Credit Card Transactions to view pending and completed transactions.

Incomplete transactions display as Started and in PINK

Started transactions are failed transactions and usually the result of networking issues. GoPrint doesn’t make an attempt to re-establish a connection to PayPal so Started transactions can be considered as lost. It’s important to note, the transactions

(20)

₂₀

When this happens the client has the option to

click DETAILS and manually approve the

transaction.

Click OK to confirm

(21)

₂₁

Financial Reports

1. Credit Card Usage Report 2. Credit Card Transactions

(22)

₂₂

Transaction Inquiry

Under every credit card gateway there’s the option to View Transactions

(23)

₂₃

Troubleshooting

This error indicates an issue with the Instant Payment Notification URL.

If the GoPrint server’s hostname does not resolve to an external IP or DNS name, then GoPrint will not be able to receive the confirmation and therefore will not add the funds to the users Quota account although the funds are received by PayPal.

1. An issue with the PayPal server exists. PayPal server may be down. 2. Ports 7768 or 80 are blocked

(24)

₂₄

When entering this URL in external payment gateway web sites you must use a server name that can be re-solved on the Internet, since the payment gateway vendor's systems will be resolving the URL relative to their own environment.

If you need the GTX to listen on port 80 so that traffic can get past your firewall you may mark the option below. Note: If your GTX is running on a Linux, Solaris, or Mac OS X server you must run the service as 'root' in order for this to work.

When your customer does online payment through Paypal, your customer successfully finishes payment and returned to your site. Instead of “Payment Accepted”, order status is “Awaiting PayPal payment”.

Most cases, this is because of Paypal “Instant Payment Review” function.

Paypal Instant Payment Review – is a free fraud-detection feature that instantly notifies you of potentially high-risk payments via both the payment received email and online status in your Account Overview and History page. If a payment is flagged, PayPal

(25)

₂₅

There are some other cases. For example, if you have not configured your Paypal module Currency restriction correctly, if your customer sends a payment with currency that your Paypal account does not have. Because you have to review it and convert to other

currencies that you have at your account, in that case, the payment will also be put into Pending status.

If you are using Sandbox testing account, if you enabled “Payment Review”, all transactions will be put on “Pending” status.

(26)