Credit Card Encryption 9.0

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N O D U S T E C H N O L O G I E S , I N C .

Credit Card Encryption 9.0

User’s Guide

Nodus Technologies, Inc. 250 West First Street • Suite 302

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Your right to copy this documentation is limited by copyright law and the terms of the software license agreement. As the software licensee, you may make a reasonable number of copies or printouts for your own use. Making unauthorized copies, adaptations, compilations, or derivative works for commercial distribution is prohibited and constitutes a punishable violation of the law.

Trademarks Nodus Scheduled Payments, Credit Card Advantage, Credit Card Encryption, eStore Advantage, RMS Advantage are either registered trademarks or trademarks of Nodus Technologies, Inc. in the United States.

The names of actual companies and products mentioned herein may be trademarks or registered marks - in the United States and/or other countries - of their respective owners.

The names of companies, products, people, and/or data used in window illustrations and sample output are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted.

Warranty disclaimer Nodus Technologies, Inc. disclaims any warranty regarding the sample code contained in this documentation, including the warranties of merchantability and fitness for a particular purpose.

Limitation of liability The content of this manual is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by Nodus Technologies, Inc. Nodus Technologies, Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual. Neither Nodus Technologies, Inc. nor anyone else who has been involved in the creation, production or delivery of this documentation shall be liable for any indirect, incidental, special, exemplary or consequential damages, including but not limited to any loss of anticipated profit or benefits, resulting from the use of this documentation or sample code.

License agreement Use of this product is covered by a license agreement provided with the

software product. If you have any questions, please call the Nodus Technologies Support at 909-482-4701

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Introduction

Welcome to Nodus Credit Card Encryption! Credit Card Encryption is an add on component to Microsoft Business Solutions Great Plains/Small Business Financials. CCE encrypts credit card numbers in all Great Plains/Small Business Financials database tables. Additionally, it masks all but the last 4 digits of a credit card number in all Great Plains/Small Business Financials windows and reports where credit card numbers are viewable. Credit Card Encryption is designed to work seamlessly with Microsoft ® Business Solutions - Great Plains ® and Microsoft ® Business Solutions - Small Business Financials ®.

Features include:

• Encrypting credit card information in Great Plains and Small Business Financials tables

• Masking all but the last 4 digits of credit card numbers in all Great Plains and Small Business Financials windows and reports where credit card information is viewable.

• Ability to decrypt single credit card numbers on the fly

In addition to the built-in features above, Credit Card Encryption has been designed to seamlessly integrate with Nodus Credit Card Advantage.

This introduction covers the following:

• What’s in this Manual? • Symbols and Conventions • Additional Resources

What’s in this manual?

This User Guide is designed to help you understand how to use Credit Card Encryption and its features. Additionally, it provides information on how Credit Card Encryption integrates with the Microsoft ® Business Solutions – Great Plains ® or Small Business Financials ® System.

The User Guide is divided into the following parts:

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• Part 2, Processes, describes how to use Credit Card Encryption

• Part 3, Reference, lists and describes the Credit Card Encryption window, fields, and buttons.

Symbols and Conventions

This User Guide uses the following symbols to make specific information stand out.

Symbol Description

This symbol identifies tips and valuable information

This symbol identifies information that the user should be aware of when performing a particular task.

This symbol identifies information regarding integration to other products if any

This User Guide uses the following conventions pertaining to sections, navigation and other information.

Convention Description

http://www.nodus.com Used to specify file paths and URL’s

Part 1: Setup Used to specify sections in the User Guide

Tools >> Setup >> Used to specify a sequence of actions, such as selecting an option from a menu

To run the

Create/Convert Tables routine:

Used to specify a procedure

CCE Credit Card Encryption

CCA Credit Card Advantage

GP Microsoft Business Solutions – Great Plains

SBF Microsoft Business Solutions – Small Business Financials

Additional Resources

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You can contact your VAR or call Nodus Technologies support to purchase support packages.

Through Address/Numbers

E-mail [email protected]

Web Site http://www.nodus.com

Telephone (909) 482-4701

Fax (909) 482-4705

Mail 250 West First Street Suite 302

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Part 1:

Setup

This part of the User Guide outlines what is necessary in order to begin using Credit Card Encryption.

The following information is covered:

• Chapter 1: Installing Credit Card Encryption • Chapter 2: Registering Credit Card Encryption

• Chapter 3: Running the Create/Convert Tables Routine • Chapter 4: Configure/Activate Encryption

• Chapter 5: Setting up User Accounts

• Chapter 6: Upgrading Credit Card Encryption

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Chapter 1: Installing Credit Card

Encryption

To successfully install and use CCE, make sure that the following softwares are installed:

• Windows 2000, Windows XP, Windows NT, or Windows 2003

• Microsoft ® Business Solutions - Great Plains ® 9.0 – refer to MBS Great Plains manual to install or Small Business Financials ® 9.0 with the latest Service Packs

• The workstation must meet the minimum hardware requirements of the Great Plains or Small Business Financials system

• If you are currently a Nodus Credit Card Advantage user, you must be on Credit Card Advantage 9.0 Build 10 or later.

The most current version of Credit Card Encryption is available for downloading from our website

To obtain the CCE*.exe:

1. Go to www.nodustech.com

2. Click on Products >> Downloads.

3. Enter in the required information and hit Submit.

4. Under Credit Card Encryption for Microsoft Business Solutions – Great Plains, click on Click Here to Download.

5. The download should begin.

To run the CCE*.exe, administrative privileges are required on the environment. When running the installation you must be logged in as the computer “Administrator”. There are 3 types of CCE Installations:

• Great Plains Server

o_{Installs the necessary components and applies triggers to the MS} SQL Great Plains/Small Business Financials Server

• Great Plains Server and Workstation

o_{Installs the necessary components onto the Great Plains/Small} Business Financials Server and Workstation, applies triggers to the MS SQL Server, and installs the Credit Card Encryption chunk file in the Great Plains/Small Business Financials directory.

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o_{Installs the necessary components onto the Great Plains/Small} Business Financials workstation, and installs the Credit Card Encryption chunk file in the Great Plains/Small Business Financials directory.

Credit Card Encryption Workstation components need only be installed on the Great

Plains/Small Business Financials workstation that will need to access the

Encrypt/Decrypt or Credit Card Info window. Credit Card Encryption does not have

to be installed on all workstations, as the encryption/decryption is done at the database

level.

Great Plains Server Installation:

1. Login to the computer with administrative privileges. It is a good idea to go to Command Prompt and type “change user /install” before beginning.

2. Navigate to the location where you saved the CCE*.exe file and double click that file.

3. Follow the on-screen instructions.

4. You will be asked to select the setup type. Select Great Plains Server. 5. Setup will begin copying files.

6. Continue through the installation windows, following the instructions on screen until clicking the Finish button.

Great Plains Server and Workstation:

4. You will be asked to select the setup type. Select Great Plains Server and Workstation.

5. You will then need to specify where Great Plains has been installed. Change the default location to match the launch directory of Great Plains.

6. Setup will begin copying files.

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7. Continue through the installation windows, following the instructions on screen until clicking the Finish button.

Great Plains Workstation:

1. Login to the computer with administrative privileges. It is a good idea to go to command prompt and type “change user /install” before beginning.

4. You will be asked to select the setup type. Select Great Plains workstation

5. You will then need to specify where Great Plains has been installed. Change the default location to match the launch directory of Great Plains.

6. Setup will begin copying files.

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Chapter 2: Registering Credit Card

Encryption

Credit Card Encryption can be used without a Product Key in the Great Plains Sample Company, “Fabrikam, Inc.” or the Small Business Financials Sample Company. In order to use Credit Card Encryption with your actual company data, you will need to enter the Product Registration Key:

To register Credit Card Encryption:

1. Open the Credit Card Encryption Registration window

(Tools >> Setup >> System >> Credit Card Encryption >> Registration)

(Where ‘*’ represents the build number)

2. Enter the Registration Keys provided by Nodus. 3. Choose Save.

You must be logged into Microsoft ® Business Solutions - Great Plains ®/ Microsoft

® Business Solutions – Small Business Financials ® as “sa” when performing this

task.

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Chapter 3:

Running Tables Setup and

Conversion

Before using Credit Card Encryption, tables must first be created for a fresh install or converted for an upgrade version by running the Create/Convert Tables routine. This needs to be run once on every company database that will be using Credit Card Encryption.

To create or convert Credit Card Encryption tables:

(Tools >> Setup >> System >> Nodus Scheduled Payments >> Registration)

2. Choose Create/Convert Tables.

You must be logged into Microsoft ® Business Solutions - Great Plains ®/ Microsoft

® Business Solutions – Small Business Financials ® as “sa” when performing this

task.

All users except “sa” must be out of Microsoft ® Business Solutions - Great Plains ®

Microsoft ® Business Solutions – Small Business Financials ® when performing this

task until it is complete.

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Chapter 4: Configure/Activate Encryption

The Configure/Activate Enryption window allows you to apply encryption to a collection of Great Plains/Small Business Financials records. Additionally, it allows you to encrypt/decrypt an existing collection of Great Plains/Small Business Financials records. Applying encryption to a collection of records will automatically encrypt credit card information when new records are added to that collection. The Encrypt Now/Decrypt Now options will encrypt/decrypt the current records in the collection.

To apply encryption to a collection of records:

2. Choose Configure/Activate Encryption.

3. Check the collection(s) of records that you would like to apply encryption to.

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You must be logged into Microsoft ® Business Solutions - Great Plains ®/ Microsoft

® Business Solutions – Small Business Financials ® as “sa” when performing this

task.

To encrypt a collection of records:

3. Check the collection of records that you would like to encrypt. 4. Click the Encrypt now button next to the collection of records. 5. Repeat steps 3-4 for each collection of records you want to encrypt.

You must be logged into Microsoft ® Business Solutions - Great Plains ®/ Microsoft

® Business Solutions – Small Business Financials ® as “sa” when performing this

task.

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All users except “sa” must be out of Microsoft ® Business Solutions - Great Plains ®/

Microsoft ® Business Solutions – Small Business Financials ® when performing this

task until it is complete.

To decrypt a collection of records:

3. Uncheck the collection of records that you would like to apply decrypt. 4. Click the Decrypt now button next to the collection of records.

5. Repeat steps 3-4 for each collection of records you want to encrypt.

You must be logged into Microsoft ® Business Solutions - Great Plains ®/ Microsoft

® Business Solutions – Small Business Financials ® as “sa” when performing this

task.

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All users except “sa” must be out of Microsoft ® Business Solutions - Great Plains ®/

Microsoft ® Business Solutions – Small Business Financials ® when performing this

task until it is complete.

Chapter 5: Setting up Users

Credit Card Encryption can be configured so that specified users can access the Credit Card Info window, which will display a credit card number unmasked.

To specify Users that can access the Credit Card Info

window:

1. Open the Credit Card View Audit window

(Tools >> Setup >> Company >> Nodus Credit Card Encryption >> Credit Card Audit)

2. Choose Extras >> Permissions >> Open Permissions Window.

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3. Mark the users that you would like to be able to access the View Credit Card Info window.

4. Click OK.

You must be logged into Microsoft ® Business Solutions - Great Plains ®/ Microsoft

® Business Solutions – Small Business Financials ® as “sa” when performing this

task. Only “sa” can access the Credit Card Permissions window.

By default, “sa” will always have access to the Credit Card Info window, regardless of

whether “sa” is checked/unchecked.

Chapter 6: Upgrading Credit Card

Encryption

The steps to upgrading Credit Card Encryption are similar to those of a new installation. The old version of Credit Card Encryption must be uninstalled before installing the new version of CCE. The CCE*.exe file must be run on each machine that Credit Card Encryption was previously installed on. Additionally, a new Product Registration Key needs to be entered, and Tables Setup and Conversion must be run for each company database. Please refer to Chapters 2 and 3 for instructions on entering in the Product Key and running Tables Setup and Conversion.

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If you are upgrading from a previous version of Great Plains/Small Business Financials,

you must be on the latest build of Credit Card Encryption for that version, before

upgrading to the new version and Build.

To Upgrade a Credit Card Encryption installation:

2. Go to Windows Add/Remove Programs and uninstall the old Credit Card Encryption software.

3. Navigate to the location where you saved the new CCE*.exe file and double click that file.

When uninstalling Credit Card Encryption, you will get an error message saying that the

CCE.DIC file could not be removed. Click OK to bypass this message.

Chapter 7: Modifying, Repairing, or

Removing Credit Card

Encryption

At times it may be necessary to Modify, Repair, or Remove the Credit Card Encryption installation from your server/workstation.

To Modify the Credit Card Encryption installation:

1. Go to Windows Add/Remove Programs.

2. Select Nodus Credit Card Encryption 9.0 and choose Change/Remove. The InstallShield wizard will be displayed.

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3. Choose Modify and Click Next. 4. Follow the On-Screen instructions.

To Repair the Credit Card Encryption installation:

3. Choose Repair and Click Next. 4. Follow the On-Screen instructions.

To Remove Credit Card Encryption:

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Part 2:

Processes

This part of the User Guide outlines the Credit Card Encryption processes.

The following will be covered:

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Chapter 8: Viewing Credit Card

Information for a single record

Viewing unmasked Credit Card information for a single record is available from the following windows:

• Customer Maintenance Options • Sales Payment Entry

• Sales Payment Inquiry Zoom • Receivables Credit Card Entry • Cash Receipt Entry

• Cash Receipt Inquiry Zoom • Invoice Payment Entry

• Invoice Payment Inquiry Zoom • eTransaction Entry (CCA Window) • Credit Card Setup (CCA Window)

To view Credit Card Info:

1. Open the document that contains the credit card number you would like to view unmasked.

2. Choose Extras >> Additional >> View Credit Card Number. The Credit Card Info window will display the full credit card number, unmasked.

3. Click OK to close the Credit Card Info window.

You can also view the ABA and Account number for eChecks from the eTrx Entry or Credit Card Setup window

The View Credit Card Number option is only available for users that have been designated by “sa” to view the Credit Card Info window.

The document must first be saved before you are able to view the unmasked number in Credit Card Info.

If you are processing using a different credit card number from the Customer Maintenance credit card number to process via Credit Card Advantage, you must check the Save to Customer Card option in CCA, if you would like to view this unmasked credit card number view Credit Card Info at a later time.

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Chapter 9: Viewing the Audit Trail

Credit Card Encryption creates an audit trail every time a credit card number is viewed. The audit trail displays the DateTime, User ID, Customer ID, Transaction ID, and Credit Card Number for a particular record. This audit trail can be viewed by going to the Credit Card View Audit window. A report of the audit list can also be printed from this window.

To view Audit Trail:

1. Open the document that contains the credit card number you would like to view unmasked.

2. Choose Extras >> Additional >> View Credit Card Number. The Credit Card Info window will display the full credit card number, unmasked.

To print the Audit Trail Report:

1. Go to Tools >> Setup >> Company >> Nodus Credit Card Encryption >> Credit Card Audit.

2. Click on the Print icon at the bottom left hand corner of the window. 3. Specify a destination for your report.

You can also specify a range to display records between that range. You can specify by Date, User ID, or Customer ID.

To specify a range:

1. Go to Tools >> Setup >> Company >> Nodus Credit Card Encryption >> Credit Card Audit.

2. Click on the Lookup button.

3. Specify the range you would like to view and click OK.

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To delete the records:

1. Once the Audit window contains the records you want to delete, click Delete.

If the Audit Trail window is displaying credit card numbers unmasked, that collection of

records is currently unencrypted in the database. You may wish to encrypt these records

by going to the Credit Card Numbers Encryption window.

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Part 3:

Reference

This part of the User Guide describes the Credit Card Encryption windows, fields, and buttons.

The following will be covered:

• Chapter 10: Credit Card Numbers Encryption • Chapter 11: Credit Card Info

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Chapter 10: Credit Card Numbers

Encryption window

Tools >> Setup >> System >> Credit Card Encryption Registration >> 3. Configure/Activate Encryption

You can specify the collection of records that you would like to apply encryption and also encrypt/decrypt existing records.

Refer to the table below for more details of each field/button in the window:

Field/Button Name

Description Default Value Required

Customer Master The GP/SBF Customer Master collection Unchecked and unencrypted Receivables The GP/SBF Receivables collection Unchecked and unencrypted Sales Order Processing The GP/SBF Sales Order Processing collection Unchecked and unencrypted Invoicing The GP/SBF Invoicing

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Chapter 11: Credit Card Info window

The Credit Card Info window will be displayed if a user with permissions accesses the View Credit Card Number window from one of the supported Great Plains/Small Business Financials windows.

Field/Button Name

Credit Card Number

The unmasked Credit Card Number.

Credit Card Number unmasked for specific users OK Closes Credit Card Info

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Chapter 12: Credit Card View Audit

window

Tools >> Setup >> Company >> Nodus Credit Card Encryption >> Credit Card Audit

Field/Button Name

Find by Date&Time

Date&Time to search for records by Lookup Allows Restrictions to

be set to display records in a particular range

Delete Used to delete the currently displayed records from the log OK Used to close the

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Chapter 13: Permissions window

The Permissions window is only accessible by user “sa”.

Field/Button Name

User ID Column displays the GP/SBF User ID’s Name Column displays the

GP/SBF Names View CC

Numbers

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Chapter 14: Restrictions window

The Credit Card Info window will be displayed if a user with permissions accesses the View Credit Card Number window.

Field/Button Name

Date from, to Used to specify date range

User ID from, to

Used to specify User ID range

Customer ID from, to

Credit Card Encryption 9.0