SafeCom G3 Web Interface Administrator`s Manual
Transcription
SafeCom G3 Web Interface Administrator`s Manual
SafeCom G3 Web Interface Administrator’s Manual D60604-03 December 2011 Trademarks: SafeCom, SafeCom Go, SafeCom P:Go, SafeCom ePay and the SafeCom logo are trademarks of SafeCom a/s. Company and product names mentioned in this manual are trademarks or registered trademarks of their respective owners. SafeCom a/s cannot be held responsible for any technical or typographical errors and reserves the right to make changes to products and documentation without prior notification. Third Party Software: This software may contain third party software which requires notices and/or additional terms and conditions. Such required third party software notices and/or additional terms and conditions are located in the SafeCom Third Party Notice document. Patent: SafeCom has received the following British patent GB 2350 713 B, US patent US 6,952,780 B2 and Europe EUR EP1 120 701. Feedback: If you have any feedback or ideas concerning this manual or the SafeCom product, then please send an e-mail to feedback@safecom.eu © Copyright 1999 - 2011 SafeCom a/s SafeCom a/s Lautrupvang 12 DK-2750 Ballerup Denmark Phone: +45 4436 0240 E-mail: info@safecom.eu Web: safecom.eu D60604-03 2 Table of contents 1 Introduction ............................................................................................5 1.1 SafeCom Web Interface ................................................................... 5 1.2 SafeCom ePay ............................................................................... 5 1.3 Additional documentation ................................................................ 6 1.4 About this manual.......................................................................... 6 1.5 Document history .......................................................................... 6 2 Installation..............................................................................................7 2.1 Introduction ................................................................................. 7 2.2 Install Internet Information Service (IIS) ............................................... 7 2.2.1 Windows 2008 Server (IIS 7.0) ............................................ 7 2.2.2 Windows 2003 Server – IIS 6.0 ............................................ 8 2.2.3 Windows 2000 Server – IIS 5.1 ............................................ 8 2.3 Install SafeCom Web Interface .......................................................... 8 2.4 Configure SafeCom Web Interface ...................................................... 9 2.4.1 Configure ePay – provider SCDemo .................................... 12 2.4.2 Configure ePay – provider Pensio ...................................... 13 2.4.3 Configure ePay – provider DIBS ........................................ 15 2.4.4 Configure ePay – provider Worldpay .................................. 18 2.4.5 Configure ePay – provider Netaxept .................................. 20 2.4.6 Configure ePay – provider NG Pro ..................................... 22 2.4.7 Configure E-mail – all providers ....................................... 24 2.4.8 Customize and translate ePay e-mail message – all providers ... 25 2.5 Configure Internet Information Service (IIS) ........................................ 26 2.5.1 Windows 2008 Server – IIS 7.0 and IIS 7.5 ............................ 27 2.5.2 Windows 2003 Server – IIS 6.0 .......................................... 34 2.5.3 Windows 2000 Server – IIS 5.1 .......................................... 41 2.6 Firewall configuration ................................................................... 48 2.7 Restart the web server .................................................................. 48 2.8 Use a browser and test it ............................................................... 48 3 Customize SafeCom Web Interface ............................................................. 49 3.1 Introduction ............................................................................... 49 3.2 Web pages ................................................................................. 49 3.2.1 Login web page - scLogin.htm ......................................... 50 3.2.2 Welcome web page - scWelcome.htm ................................ 50 3.2.3 Documents web page - scPrintjobs.htm .............................. 51 3.2.4 Transactions web page - scTransactions.htm ....................... 51 3.2.5 ePay web pages – scEPay.htm .......................................... 52 3.2.6 Client Billing web page – scBilling.htm ............................... 53 3.2.7 Setup web page – scSetup.htm ........................................ 54 3.3 Tags......................................................................................... 56 3.3.1 General tags ............................................................... 56 3.3.2 Tags for Welcome web page ........................................... 56 3.3.3 Tags for Documents web page ......................................... 57 3.3.4 Tags for Transactions web page ....................................... 57 3.3.5 Tags for ePay web pages ................................................ 57 3.3.6 Tags for Setup web page ................................................ 58 3.3.7 Tags for Client Billing web page ....................................... 59 3.4 Setup ePay Cash Card ................................................................... 60 3.4.1 Enable ePay Cash Card: ................................................. 60 3.4.2 Change the minimum and maximum amount per payment: ...... 60 3.5 Export unfinished transactions ........................................................ 61 3.6 DIBS Administration ...................................................................... 62 3.6.1 Customize and translate ePay e-mail message (DIBS) ............. 63 3.7 WorldPay Administration ............................................................... 64 D60604-03 3 3.8 Pensio Administration ................................................................... 65 4 Using SafeCom Web Interface .................................................................... 67 4.1 Login........................................................................................ 67 4.2 Manage documents ...................................................................... 68 4.3 View transactions ........................................................................ 69 4.4 Transfer money via ePay................................................................ 69 4.5 Manage billing codes .................................................................... 71 4.5.1 Add and modify billing codes........................................... 71 4.5.2 Set up default values for Client Billing ............................... 73 4.5.3 Manage favorite billing codes .......................................... 74 4.6 Manage codes and set up language ................................................... 75 4.6.1 Change PIN ................................................................ 75 4.6.2 Manage PUK and ID codes ............................................... 75 4.6.3 Change default language ................................................ 77 5 Troubleshooting ..................................................................................... 78 5.1 Browser reports 404 error .............................................................. 78 5.2 Browser reports 500 error .............................................................. 78 5.3 SafeCom ePay logging ................................................................... 78 5.4 Unexpected Error 0x8ffe2740 Occurred.............................................. 79 5.5 World Wide Publishing will not restart ............................................... 79 5.6 Browser reports login error............................................................. 79 D60604-03 4 1 Introduction 1 Introduction 1.1 SafeCom Web Interface With SafeCom Web Interface users can use a standard web browser to see a list of their documents on the SafeCom server. In SafeCom Pay environments users can see their current balance and transactions made on their SafeCom account. The SafeCom Web Interface is particularly useful in SafeCom solutions featuring SafeCom Card Readers without touch-screen. 1.2 SafeCom ePay SafeCom ePay is an add-on to SafeCom Web Interface. SafeCom ePay allows users to deposit money on their SafeCom account via the Internet. Prerequisites: A SafeCom license key code supporting SafeCom Pay. The SafeCom Web Interface is visible to the outside world. A prior arrangement has been made with SafeCom a/s regarding the use of SafeCom ePay and an Internet Merchant Account (IMA) exist. When a user makes a purchase, the user’s information is transmitted over a secure connection to the payment-processing gateway, which in turn verifies the information against the issuer. If the information is okay, SafeCom ePay gets a response back from the gateway and deposits the equivalent amount on the user’s SafeCom account. The payment-processing gateway is approved and certified by PCI, WorldPay, PBS and others. The gateway uses Verisign 128 bit SSL certificate. SafeCom supports the following providers: SCDemo (2.4.1) Pensio (2.4.2) DIBS (2.4.3) Worldpay (2.4.4) Netaxept (2.4.5) NG Pro (2.4.6) WPM (wpmeducation.com). This must be setup using Worldpay as the provider (2.4.4) All SafeCom ePay transactions are of the type ePay. Each transaction gets an order number, for example sc200411130123456789. The first two letters, sc, is a configurable prefix (it must be letters, digits are not allowed). The following 8 digits, 20041113, signify the year, month and date. The last 10 digits, 0123456789, is a serial number. At least the 5 last digits, 56789, appear on the balance sheet the cardholder receives from the bank. D60604-03 5 1 Introduction 1.3 Additional documentation For additional information regarding SafeCom you should refer to these two documents: 1.4 SafeCom G3 Administrator’s Manual D60603 A comprehensive Manual that the administrator should consult to make a successful SafeCom solution. Includes information about SafeCom Tracking, SafeCom Rule Based Printing, SafeCom Client Billing, and SafeCom Pay. SafeCom G3 Client Billing User’s Guide D60627 How to assign a billing codes to print jobs. About this manual This manual applies to SafeCom G3 Web Interface version S82 072.420*04 and SafeCom G3 Server version S82 070.420*06. 1.5 Document history Revision D60604-03 SafeCom G3 Web Interface version S82 072.420*04 and SafeCom G3 Server version S82 070.420*06. E-mail support for all providers Support for the NG Pro provider (2.4.6). New login page (3.2.1). Charging scheme prices are now integrated in Documents list (3.2.3). Export of unfinished payment transactions (3.5). Updated section on how to use SafeCom Web Interface (4). Generate and edit ID codes (4.6.2). Revision D60604-02 SafeCom G3 Server version S82 070.410*04. Updates to section 0 Revision D60604-01 D60604-03 SafeCom G3 Server version S82 070.410*02. Initial version. 6 2 Installation 2 Installation 2.1 Introduction To install the SafeCom Web Interface you have to perform the following steps: 1. 2. 3. 4. 5. Install Internet Information Service (IIS) (2.2). Install SafeCom Web Interface files (2.3). Configure SafeCom Web Interface (2.4). Configure Internet Information Service (IIS) (0). Firewall configuration (2.6). In Chapter 3 you can read about how to customize the SafeCom Web Interface. 2.2 Install Internet Information Service (IIS) 2.2.1 Windows 2008 Server (IIS 7.0) Install IIS: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Click Start, point to Programs, Administrative Tools, right-click Server Manager and click Run as administrator. In the Server Manager right-click Roles and click Add Roles. In the Add Roles Wizard opens. Click Next. In the list of Roles check Web Server (IIS). You may be prompted to also add Windows Process Activation Service. Click Add Required Features to add this. Click Next. The Introduction to Web Server dialog appears. Click Next. In Role services check the following: Under Application Development check ISAPI Extensions. Under Security check Basic Authentication. Under Security check Windows Authentication. Click Next. Click Install. When the installation is complete click Close. Close the Server Manager. Set Modify permission for the local IIS group: The local IIS group must have Modify permission to: D60604-03 C:\safecom_trace\ folder in order for the SafeCom Web Service to be able to write trace logs. C:\Program Files (x86)\SafeCom\SafeCom Web Interface\epaylog in order for the webuser.dll to have permissions to perform e-payment. 7 2 Installation 2.2.2 1. 2. 3. 4. 5. 6. 7. Click Start, point to Settings, and then click Control Panel. Double-click the Add/Remove Programs icon in the Control Panel. Click Add/Remove Windows Components. Check Application Server. Click Details. Check Internet Information Service (IIS). Click OK. Click Next. Click Finish. 2.2.3 1. 2. 3. 4. 5. 6. 2.3 Windows 2003 Server – IIS 6.0 Windows 2000 Server – IIS 5.1 Click Start, point to Settings, and then click Control Panel. Double-click the Add/Remove Programs icon in the Control Panel. Click Add/Remove Windows Components. Check Internet Information Service (IIS). Click Next. Click Finish. Install SafeCom Web Interface 1. 2. 3. 4. Insert SafeCom CD or download the safecom_g3_web_interface_nnn.exe file from the link supplied to you. The download is about 1.6 MB. The installation must be Run as administrator. When the SafeCom Web Interface Setup Wizard appears. Click Next. Choose the destination folder. Click Next. The default destination folder is: C:\Program Files\SafeCom\SafeCom Web Interface 5. Click Install. Note: If Setup reports the error “Please install Microsoft IIS first”, then just click OK and continue. 6. D60604-03 Click Finish. 8 2 Installation 2.4 Configure SafeCom Web Interface SafeCom Web Interface includes a Windows configuration utility that provides a convenient interface to changing the Windows Registry settings used by the SafeCom Web Interface. 1. Double-click scWebConfig.exe. On Windows 2008 right-click the icon and click Run as a dministrator. By default it is located in: C:\Program Files\SafeCom\ SafeCom Web Interface\WebConfiguration On Windows 64 bit: C:\Program Files (x86)\SafeCom\ SafeCom Web Interface\WebConfiguration D60604-03 9 2 Installation 2. Under SafeCom Server, enter the IP address of the computer running the SafeCom server software. If the SafeCom Web Interface is running on the same server as the SafeCom Server you can leave it at the default 127.0.0.1. Click Test… to test the connection. Note: In IP address you MUST enter the IP address. Do NOT enter the hostname. 3. 4. 5. Under Web Interface, enter the local path to the folder that contains the SafeCom Web Interface or click Browse… Under Internet Information Server (IIS), enter the Web alias that you created in section 0. The default is safecom. Under User options, select one of the Authentication choices: Note: In most cases leave the at Automatically detect settings from Microsoft IIS. 6. D60604-03 Automatically detect settings from Microsoft IIS (default) This choice maps to Windows authentication if this is configured for IIS (0) and it maps to User Logon and PIN code if Anonymous Authentication is configured for IIS. User Logon and PIN code User are required to enter their User Logon and PIN code to login to the web site. If this is selected the IIS must be configured to use Anonymous Authentication (0). ID code and PIN code User are required to enter an ID code and PIN code to login to the web site. If this is selected the IIS must be configured to use Anonymous Authentication (0). Windows authentication Users are required to provide a Windows user name and password before establishing a connection to the web site. If the user is logged in already on the computer, they are granted access directly. IIS must be configured to use Windows Authentication (0). In Idle timeout specify the idle time before closing the connection to the SafeCom Web Interface. 10 2 Installation 7. 8. Under Allow user to check the options according to the following descriptions: Generate PUK: Allow users to generate a new PUK code. Generate ID code: Allow users to generate a new ID code. Delete IDs: Allow users to delete ID codes. Note that users can only delete ID codes that are generated manually. Hide IDs: When a user generates a new ID code, it can only be viewed if the user places the mouse cursor over a specific part of the screen. The ID codes are only listed with registration date and expiration date. Make IDs permanent: Allow users to make temporary ID codes permanent. Change expiry date of IDs: Allow users to change the expiration date on temporary ID codes. Under ePay, check User payment through the web to use SafeCom ePay. Refer to the appropriate section on how to configure SafeCom ePay: Configure Configure Configure Configure Configure Configure ePay ePay ePay ePay ePay ePay – – – – – – provider provider provider provider provider provider SCDemo (2.4.1) Pensio (2.4.2) DIBS (2.4.3) Worldpay (2.4.4) Netaxept (2.4.5) NG Pro (2.4.6) 9. Click OK to save the changes and close the dialog. 10. Under Services, check Restart World Wide Web Publishing service on OK if you want this to restart when you click OK. 11. Proceed to the following sections: Configure E-mail – all providers (2.4.7) Configure Internet Information Service (IIS) (2.5) Note: If the SafeCom Pay solution stores money on a Smart Card you may wish to check how to setup ePay Cash Card (3.4). D60604-03 11 2 Installation 2.4.1 Configure ePay – provider SCDemo 1. In SafeCom Web Interface Configurator (2.4) click Configure… The ePay properties dialog opens. 2. 3. Select SCDemo as the name of the Provider. Change the currency to fit your needs. There is no real need to change the other settings. Check Use tiny order IDs to limit the length of the Order ID number to the pre-fix plus 10 digits. The standard Order ID number is the pre-fix plus 18 digits. Enter Log files location. The default location is: C:\Program Files\SafeCom\SafeCom Web Interface\epaylog The above folder MUST give write permission to the user: IUSR_<COMPUTER_NAME>. Click OK to save the changes and close the dialog. Create a SafeCom Pay user with Administrator rights in SafeCom as it is only this kind of user that can be used to emulate SafeCom ePay transactions. 4. 5. 6. 7. Proceed to section 2.4.7 Configure E-mail – all providers. D60604-03 12 2 Installation 2.4.2 1. 2. 3. 4. 5. 6. D60604-03 Configure ePay – provider Pensio In SafeCom Web Interface Configurator (2.4) click Configure… The ePay properties dialog opens. Select Pensio as the Name of the Provider. The default Gateway URL is https://cashcow.catpipe.net/auth/ Enter Authentication host (optional). On the server-to-server authentication the SafeCom Web Interface only accepts requests from this IP address. Only a few ePay providers support this. Please check with the provider that the callback is sent from the same gateway every time. If in doubt, leave the field empty. Click Setup guide… The How to setup SafeCom on Pensio's website dialog contains the settings you need to setup SafeCom on Pensio’s website. Simply copy-paste the values and enter them on Pensio’s website’s “Settings” area. Enter the Merchant ID. This identifies the customer to the payment gateway. 13 2 Installation 7. 8. 9. 10. 11. 12. 13. 14. Enter Public host. On authentication the payment gateway makes a server-to-server request to the SafeCom Web Interface. This is the host name or IP address used to access the SafeCom Web Interface from outside. The firewall must be configured to allow the payment gateway on the outside to reach the SafeCom Web Interface on the inside of the firewall. Otherwise authentication is not possible. Select Protocol. This can be http or https. If Windows Authentication and ePay is used enter <IP>/safecomauth in the Callback host field. Otherwise leave the field blank. Select Currency. Enter Transaction prefix. All transactions will have a unique order number. If you have two SafeCom Web Interfaces running with the same payment gateway it’s recommended to use different prefix to prevent duplicate order numbers. The prefix can consist of two characters. Example: sc. Check Use tiny order IDs to limit the length of the Order ID number to the pre-fix plus 10 digits. The standard Order ID number is the pre-fix plus 18 digits. Enter Log files location. The default location is: C:\Program Files\SafeCom\SafeCom Web Interface\epaylog The above folder MUST give write permission to the user: IUSR_<COMPUTER_NAME>. Click OK to save the changes and close the dialog. Proceed to section 2.4.7 Configure E-mail – all providers. D60604-03 14 2 Installation 2.4.3 1. 2. 3. 4. 5. 6. D60604-03 Configure ePay – provider DIBS In SafeCom Web Interface Configurator (2.4) click Configure… The ePay properties dialog opens. Select DIBS as the Name of the Provider. The default Gateway URL is https://payment.architrade.com/payment/start.pml Enter Authentication host (optional). On the server-to-server authentication the SafeCom Web Interface only accepts requests from this IP address. Enter the Merchant ID. This identifies the customer to the payment gateway. Enter Public host. On authentication the payment gateway makes a server-to-server request to the SafeCom Web Interface. This is the host name or IP address used to access the SafeCom Web Interface from outside. The firewall must be configured to allow the payment gateway on the outside to reach the SafeCom Web Interface on the inside of the firewall. Otherwise authentication is not possible. 15 2 Installation 7. 8. 9. 10. 11. 12. D60604-03 Select Protocol. This can be http or https. If Windows Authentication and ePay is used enter <IP>/safecomauth in the Public host field. Otherwise leave the field blank. Select Currency. Enter Transaction prefix. All transactions will have a unique order number. If you have two SafeCom Web Interfaces running with the same payment gateway it’s recommended to use different prefix to prevent duplicate order numbers. The prefix can consist of two characters. Example: sc. Check Use tiny order IDs to limit the length of the Order ID number to the pre-fix plus 10 digits. The standard Order ID number is the pre-fix plus 18 digits. Enter Log files location. The default location is: C:\Program Files\SafeCom\SafeCom Web Interface\epaylog The above folder MUST give write permission to the user: IUSR_<COMPUTER_NAME>. 16 2 Installation 12. Click the DIBS tab. 13. Instant capture is YES and turned on by default. Refer to DIBS [capturenow]. Calculate fee is NO and off by default. Refer to DIBS [calcfee]. Language controls the language to be used in the Payment Window. Color is optional. If not specified DIBS uses a default color. Refer to DIBS [color]. Proceed to section 2.4.7 Configure E-mail – all providers. D60604-03 17 2 Installation 2.4.4 1. In SafeCom Web Interface Configurator (2.4) click Configure… The ePay properties dialog opens. 2. Select Worldpay as the Name of the Provider. 3. 4. D60604-03 Configure ePay – provider Worldpay Mode TEST - YES is equivalent to a successful authorization at the bank but no funds transferred. Mode TEST – NO is equivalent to a declined authorization at the bank and no funds transferred. Mode LIVE should only be selected when going online as transaction is sent to bank for the standard authorization process with resulting funds transfer if successful. The default Gateway URL is https://select.worldpay.com/wcc/purchase Enter Authentication host (optional). On the server-to-server authentication the SafeCom Web Interface only accepts requests from this IP address. 18 2 Installation 5. 6. 7. 8. 9. 10. 11. 12. 13. Enter the Merchant ID. This identifies the customer to the payment gateway. Enter Public host. On authentication the payment gateway makes a server-to-server request to the SafeCom Web Interface. This is the host name or IP address used to access the SafeCom Web Interface from the outside. The firewall must be configured to allow the payment gateway on the outside to reach the SafeCom Web Interface on the inside of the firewall. Otherwise authentication is not possible. Select Protocol. This can be http or https. If Windows Authentication and ePay is used enter <IP>/safecomauth in the Callback host field. Otherwise leave the field blank. Select Currency. Enter Transaction prefix. All transactions will have a unique order number. If you have two SafeCom Web Interfaces running with the same payment gateway it’s recommended to use different prefix to prevent duplicate order numbers. The prefix can consist of two characters. Example: sc. Check Use tiny order IDs to limit the length of the Order ID number to the pre-fix plus 10 digits. The standard Order ID number is the pre-fix plus 18 digits. Enter Log files location. The default location is: C:\Program Files\SafeCom\SafeCom Web Interface\epaylog The above folder MUST give write permission to the user: IUSR_<COMPUTER_NAME>. Click OK to save the changes and close the dialog. Proceed to section 2.4.7 Configure E-mail – all providers. D60604-03 19 2 Installation 2.4.5 1. 2. 3. 4. 5. D60604-03 Configure ePay – provider Netaxept In SafeCom Web Interface Configurator (2.4) click Configure… The ePay properties dialog opens. Select Netaxept as the Name of the Provider. The default Mode is Test and the default Gateway URL is epaymenttest.bbs.no. After testing change Mode to Live. This will automatically change the Gateway URL to epayment.bbs.no. Enter Authentication host (optional). On the server-to-server authentication the SafeCom Web Interface only accepts requests from this IP address. Enter the Merchant ID. This identifies the customer to the payment gateway. Enter the Token (password) you have received from the provider. 20 2 Installation 6. 7. 8. 9. 10. 11. 12. 13. Enter Public host. On authentication the payment gateway makes a server-to-server request to the SafeCom Web Interface. This is the host name or IP address used to access the SafeCom Web Interface from outside. The firewall must be configured to allow the payment gateway on the outside to reach the SafeCom Web Interface on the inside of the firewall. Otherwise authentication is not possible. Select Protocol. This can be http or https. If Windows Authentication and ePay is used enter <IP>/safecomauth in the Callback host field. Otherwise leave the field blank. Select Currency. Enter Transaction prefix. All transactions will have a unique order number. If you have two SafeCom Web Interfaces running with the same payment gateway it’s recommended to use different prefix to prevent duplicate order numbers. The prefix can consist of two characters. Example: sc. Check Use tiny order IDs to limit the length of the Order ID number to the pre-fix plus 10 digits. The standard Order ID number is the pre-fix plus 18 digits. Enter Log files location. The default location is: C:\Program Files\SafeCom\SafeCom Web Interface\epaylog The above folder MUST give write permission to the user: IUSR_<COMPUTER_NAME>. Click OK to save the changes and close the dialog. Proceed to section 2.4.7 Configure E-mail – all providers. D60604-03 21 2 Installation 2.4.6 1. 2. 3. 4. 5. 6. 7. 8. 9. D60604-03 Configure ePay – provider NG Pro In SafeCom Web Interface Configurator (2.4) click Configure… The ePay Properties dialog opens. Select NG Pro as the Name of the provider. Enter Site ID… Enter Merchant password. Enter Public host. On authentication the payment gateway makes a server-to-server request to the SafeCom Web Interface. This is the host name or IP address used to access the SafeCom Web Interface from outside. The firewall must be configured to allow the payment gateway on the outside to reach the SafeCom Web Interface on the inside of the firewall. Otherwise authentication is not possible. Select Protocol. This can be http or https. If Windows Authentication and ePay is used enter <IP>/safecomauth in the Callback host field. Otherwise leave the field blank. Select Currency. Under Advanced, enter Authentication host if necessary. This is only used if you need to validate the response from the ePay gateway. 22 2 Installation 10. 11. 12. 13. Enter the Transaction prefix. All transactions will have a unique order number. If you have two SafeCom Web Interfaces running with the same payment gateway it’s recommended to use different prefix to prevent duplicate order numbers. The prefix can consist of two characters. Example: sc. Check Use tiny order IDs to limit the length of the Order ID number to the pre-fix plus 10 digits. The standard Order ID number is the pre-fix plus 18 digits. Enter Log files location. The default location is: C:\Program Files\SafeCom\SafeCom Web Interface\epaylog The above folder MUST give write permission to the user: IUSR_<COMPUTER_NAME>. Click OK to save the changes and close the dialog. Proceed to section 2.4.7 Configure E-mail – all providers. D60604-03 23 2 Installation 2.4.7 Configure E-mail – all providers Click the E-mail tab on the provider’s ePay properties dialog. 1. 2. 3. 4. 5. 6. SMTP server is used to send ePay confirmation from either the hostname or an IP address. If the field is blank no e-mail is sent. The e-mail is based on the template emailTemplateMsg.txt (3.6.1). SMTP port is set to 25 by default. Auth username and Auth password are the login credentials for the user who administers SafeCom ePay. Subject is the subject of the confirmation e-mail. Sender address and Sender name are the email address and name the ePay user will see in their ePay confirmation e-mail. Click OK to save the changes and close the dialog. Proceed to section 2.4.8 Customize and translate ePay e-mail message – all providers D60604-03 24 2 Installation 2.4.8 Customize and translate ePay e-mail message – all providers SafeCom ePay has one English e-mail template that is used to notify users that money has been transferred to their SafeCom print and copy account. emailTemplateMsg.txt Notify user that money has been transferred. The file is located in the folder pointed to by the ePayLogDir registry setting. The folder is normally: C:\Program Files\SafeCom\ SafeCom Web Interface\epaylog You are free to customize or translate the message to give the users the highest user satisfaction. Dates are written according to the server’s short format. emailTemplateMsg.txt SafeCom print and copy deposit was successful Transaction for the value of: <%Amount%> <%Currency%> Payment fee: <%Fee%> <%Currency%> Total amount: <%TotAmount%> <%Currency%> Order number: <%OrderNo%> Authorization Date/Time: <%Date%> Transaction number: <%TransacNo%> In the above emailTemplateMsg.txt file it is possible to use the variables listed below: <%Amount%> <%Currency%> <%Date%> <%TransacNo%> <%Fee%> <%TotAmount%> <%OrderNo%> D60604-03 25 2 Installation 2.5 Configure Internet Information Service (IIS) You need to decide how users should authenticate themselves to see the web pages of the SafeCom Web Interface. The level of security is controlled from Internet Information Service (IIS) Manager. Windows Windows Windows Windows 2008 Server 2008 Server 2003 Server 2000 Server – IIS 7.0 and R2 - IIS 7.5 (2.5.1) – IIS 6.0 (2.5.2) – IIS 5.1 (2.5.3) On the relevant Windows server you set up the following: 1. 2. 3. D60604-03 Create and configure an application pool called SafecomAppPool. Create and configure virtual directories: a) safecom: If you want the users to use Windows Authentication, set up a virtual directory called safecom, and specify the authentication method as Windows Authentication. b) safecomauth: Set up a virtual directory called safecomauth if you want to use SafeCom ePay with Windows authentication. Authentication method must be Anonymous authentication. Make sure that both virtual directories are set up with the application pool SafecomAppPool. 26 2 Installation 2.5.1 Windows 2008 Server – IIS 7.0 and IIS 7.5 Add and configure a SafeCom Application Pool: 1. 2. 3. Click Start, point to Settings, Control Panel, Administrative Tools, rightclick Internet Information Services (IIS) Manager, and click Run as administrator. In the Connections pane browse to Application Pools. Right-click Application Pools and then click Add Application Pool… In the Add Application Pool dialog enter a Name (SafeComAppPool) and click OK. On Windows 64-bit: 4. 5. D60604-03 Right-click SafeComAppPool and select Advanced Settings. Change Enable 32-bit Applications from False to True and click OK. 27 2 Installation Add virtual directory - safecom: 1. In the Connections pane browse to Sites. Right-click Default Web Site and click Add Virtual Directory… 2. Enter Alias. We suggest you use the alias safecom. Note: The alias determines the URL the users have to enter to access the SafeCom Web Interface. Example: http://localhost/safecom. You should replace localhost with the name of the computer that hosts the web server. 3. Enter Physical path. Normally the path is: C:\Program Files\SafeCom\SafeCom Web Interface 4. D60604-03 Click OK. 28 2 Installation Enable the ISAPI-dll and set permissions: 5. 6. 7. 8. In the Connections pane browse to Sites, Default Web Site and to the safecom virtual directory. Click on the safecom virtual directory. In the center pane double-click Handler Mappings. Right-click ISAPI-dll and click Edit Feature Permissions… Check Execute. Click OK. Add webuser.dll as the ISAPI-dll: 9. 10. 11. D60604-03 Right-click ISAPI-dll and click Edit… In Executable browse to or enter the complete path to the webuser.dll Click OK. Click Yes if you are asked to allow this ISAPI extension. 29 2 Installation Convert into application: 12. Right-click the safecom virtual directory. Click Convert to Application. 13. Make sure the alias is correct and click Select... to change the Application pool to SafeComAppPool. Click OK. 15. D60604-03 30 2 Installation Set authentication method: 15. 16. Click the safecom web site. In the center pane double-click Authentication. 17. Disable Anonymous Authentication by right-clicking and selecting Disable. Enable Windows Authentication by right-clicking and selecting Enable. 18. Verify settings for virtual directory: 19. D60604-03 Right-click the safecom web site and click Manage Application and Advanced Settings. 31 2 Installation 20. In the Advanced Settings dialog ensure that the following is true for the safecom web site: Application-Pool is set to SafeComAppPool. Physical Path Credentials is blank. Physical Path Credentials Logon Type is one of the following: ClearText, Interactive, or Network. Unless you want to add a virtual directory in order to be able to use ePay with Windows Authentication, proceed to section 2.6 Firewall configuration. D60604-03 32 2 Installation Add virtual directory - safecomauth If you want to use ePay with Windows Athentication you need to add another virtual directory with the alias safecomauth. This virtual directory must have Anonymous Authentication enabled. Note: Make sure that the SafeCom Application Pool is created (section 2.5.1). To add the new virtual directory, safecomauth: 1. Add the virtual directory safecomauth by repeating the previous steps 120 (section 2.5.1), with safecomauth instead of safecom, with the following exceptions: In step 2, enter the new alias safecomauth in the Alias field. In step 17, make sure that Anonymous Authentication is Enabled. In step 18, make sure that Windows Authentication is Disabled. Note: In addition you must also open the Server Manager (2.2.1) and clear Windows Authentication under Security. Proceed to section 2.6 Firewall configuration. D60604-03 33 2 Installation 2.5.2 Windows 2003 Server – IIS 6.0 Add and configure a SafeCom Application Pool: 1. 2. 3. 4. D60604-03 Click Start, point to Control Panel, Administrative Tools and click Internet Information Services (IIS) Manager. In the Console Tree of the Internet Information Services (IIS) Manager click (local computer) and Application Pools. Right-click Application Pools, point to New and click Application Pool… In the Add New Application Pool dialog enter an Application pool ID (SafeComAppPool) and click OK. 5. Right-click SafeComAppPool and select Properties. 6. Click Identify tab. Click Predefined and select Network Service. Click OK. 34 2 Installation Add virtual directory - safecom: Add virtual directories from C:\Program Files\SafeCom\SafeCom Web Interface. D60604-03 1. 2. Right-click the SafeCom Web Interface folder and select Properties. Click the Web Sharing tab. 3. Click Share this folder and the Edit Alias dialog opens. 35 2 Installation 4. Enter Alias. Use the alias safecom. Note: The alias determines the URL the users have to enter to access the SafeCom Web Interface. Example: http://localhost/safecom. You should replace localhost with the name of the computer that hosts the web server. 5. 6. 7. Check Read in Access permissions. Check Execute (including scripts) in Application permissions. Click OK. Select Application Pool: 8. D60604-03 9. 10. In the Console Tree click (local computer), Web Sites and Default Web Site. Right-click the safecom alias and select Properties Click the Virtual Directory tab. 11. Select SafeComAppPool as Application pool. Click Apply. 36 2 Installation Select authentication method: 12. In the Properties dialog for the safecom virtual directory, click the Directory Security tab and then Edit… under Authentication and access control. For the safecom alias you must enable Windows authentication. 13. D60604-03 Clear Enable anonymous access and check Integrated Windows authentication. Click OK. 37 2 Installation Add webuser.dll as a Web Service Extension: 14. 15. 16. 17. 18. 19. 20. In the Console Tree of the Internet Information Services (IIS) Manager click (local computer) and Web Service Extensions. Right-click Web Service Extensions and select Add a new Web Service extension… In the New Web Service Extension dialog enter an Extension name (safecom) and click Add… In the Add file dialog you should click Browse… and browse to the webuser.dll located in the SafeCom Web Interface folder. Click OK. Check Set extension status to Allowed. Click OK. If you are running the SafeCom G3 Web Interface on a Windows Server 2003 64 bit, the following extra settings must be performed: 1. 2. 3. Ensure that Windows 2003 SP1 or newer is installed. Verify that the file ADSUTIL.VBS exist on the server (typically in c:\Inetpub\adminscripts\adsutil.vbs) If the file is not installed on the server, then the windows component Active server pages must to be installed. Note: If the component is already installed, go to step 11. To install Active server pages: 4. 5. 6. 7. 8. 9. 10. 11. Open the Windows Control Panel and then click Add remove programs. Click Add remove windows components. Browse to Application server and click the Details button. Browse to Internet Information Services (IIS) and click the Details button. Browse to World Wide Web Service and click the Details button. Check Active Server Pages and click OK. Click OK, OK, OK, and Next. Await the new component to be installed. Open a command prompt and change to following folder: C:\Inetpub\AdminScripts>. 12. Run the following command from the command prompt: C:\Inetpub\AdminScripts>cscript.exe adsutil.vbs set W3SVC/AppPools/Enable32BitAppOnWin64 true <ENTER> 13. If successful the reply is: Microsoft (R) Windows Script Host Version 5.6 Copyright (C) Microsoft Corporation 1996-2001. All rights reserved. Enable32BitAppOnWin64 D60604-03 : (BOOLEAN) True 38 2 Installation 14. 15. Restart the IIS Admin service and the Worldwide Web Service in order for the change to take effect. Verify that logging into SafeCom Web Interface is now working by opening a browser and entering: http://localhost/safecom (localhost being the IP address or hostname for the SafeCom Web Interface) 16. If you see the login web page (3.2.1) for SafeCom Web Interface it is set up correctly. In order to use ePay with Windows Authentication, proceed with adding the virtual directory safecomauth, otherwise go to section 2.6 Firewall configuration. Add virtual directory - safecomauth: If you use SafeCom ePay and Windows authentication it is necessary to add a second alias safecomauth as follows: Note: Make sure that the SafeCom Application Pool is created (2.2.2). 1. Follow the previous steps 1-7, but with the alias safecomauth instead of safecom. Select Application Pool: 2. 3. D60604-03 Go through steps 8-11 for the alias safecomauth. Make sure that SafeComAppPool is selected in the Application pool field. 39 2 Installation Select authentication method: 4. In the Properties dialog for the safecomauth alias, click the Directory Security tab and then Edit… under Authentication and access control. The Authentication Methods dialog appears, and for the safecomauth alias you must enable anonymous access. 5. 6. Check Enable anonymous access and enter IUSR_<computername> as User name. Click OK. Add webuser.dll as a Web Service Extension: 7. 8. 9. 10. 11. 12. 13. In the Console Tree of the Internet Information Services (IIS) Manager click (local computer) and Web Service Extensions. Right-click Web Service Extensions and select Add a new Web Service extension… In the New Web Service Extension dialog enter an Extension name (safecom) and click Add… In the Add file dialog you should click Browse… and browse to the webuser.dll located in the SafeCom Web Interface folder. Click OK. Check Set extension status to Allowed. Click OK. Proceed to section 2.6 Firewall configuration D60604-03 40 2 Installation 2.5.3 Windows 2000 Server – IIS 5.1 Add and configure a SafeCom Application Pool: 1. Click Start, point to Control Panel, Administrative Tools and click Internet Information Services (IIS) Manager.+ 2. In the Console Tree of the Internet Information Services (IIS) Manager click (local computer) and Application Pools. Right-click Application Pools, point to New and click Application Pool… In the Add New Application Pool dialog enter an Application pool ID (SafeComAppPool) and click OK. 3. 4. D60604-03 5. Right-click SafeComAppPool and select Properties. 6. Click Identify tab. Click Predefined and select Network Service. Click OK. 41 2 Installation Add virtual directory - safecom: Add virtual directories from C:\Program Files\SafeCom\SafeCom Web Interface. 1. 2. D60604-03 Right-click the SafeCom Web Interface folder and select Properties. Click the Web Sharing tab. 42 2 Installation 3. Click Share this folder and the Edit Alias dialog opens. 4. Enter Alias. Use the alias safecom. Note: The alias determines the URL the users have to enter to access the SafeCom Web Interface. Example: http://localhost/safecom. You should replace localhost with the name of the computer that hosts the web server. 5. 6. 7. D60604-03 Check Read in Access permissions. Check Execute (including scripts) in Application permissions. Click OK. 43 2 Installation Select Application Pool: 8. 9. 10. In the Console Tree click (local computer), Web Sites and Default Web site. Right-click the safecom virtual directory and select Properties. Click the Virtual Directory tab. 11. Select SafeComAppPool as Application pool. Click Apply. Select authentication method: 12. 13. 14. D60604-03 Click Start, point to Control Panel, Administrative Tools and click Internet Information Services. In the Console Tree click (local computer), Web Sites and Default Web Site. Right-click safecom and select Properties. 44 2 Installation 15. Click the Directory Security tab and click Edit… under Anonymous access and authentication control. The Authentication Methods dialog appears and for the virtual directory safecom you must enable Windows authentication. 16. D60604-03 Clear Anonymous access and check Integrated Windows authentication. Click OK. 45 2 Installation Add virtual directory - safecomauth: If you use SafeCom ePay and Windows authentication it is necessary to add a second alias safecomauth as follows: Note: Make sure that the SafeCom Application Pool is created and configured (2.5.3). 1. Follow the previous steps 1-7, but with the alias safecomauth instead of safecom. Select Application Pool: 2. 3. D60604-03 Go through steps 8-11 for the alias safecomauth. Make sure that SafeComAppPool is selected in the Application pool field. 46 2 Installation Select authentication method: 4. 5. 6. 7. Click Start, point to Control Panel, Administrative Tools and click Internet Information Services. In the Console Tree click (local computer), Web Sites and Default Web Site. Right-click safecomauth and select Properties. In the Properties dialog for the safecomauth alias, click the Directory Security tab and then Edit… under Anonymous Authentication and access control. The Authentication Methods dialog appears, and for the safecomauth alias you must enable anonymous access. 8. 9. Check Anonymous access and enter IUSR_<computername> as User name. Check Allow IIS to control password. Make sure that Integrated Windows authentication is checked before clicking OK. Proceed to section 2.6 Firewall configuration D60604-03 47 2 Installation 2.6 Firewall configuration If there is a firewall on the computer running the web server, then it must allow communication on TCP port 80. If you intend to use SafeCom ePay from DIBS the firewall must allow payment.architrade.com and port 8080 and 443 (in/out). The firewall that sits between the Internet and the local network hosting the computer with the SafeCom Web Interface must be configured to allow the payment gateway on the outside to reach the SafeCom Web Interface on the inside of the firewall. Otherwise authentication is not possible. 2.7 Restart the web server First time you must restart the web server. At subsequent updates you only have to reload the settings by entering <web URL>/refreshsettings in the browser. Example: http://localhost/safecom/webuser.dll/refreshsettings 1. 2. 3. 2.8 Open the Control Panel on the computer where the IIS software is installed. Click Administrative Tools. Click Services. Locate the IIS Admin Service and right-click it and click Restart. Use a browser and test it 1. Open a web browser and enter the address of the web server that hosts the SafeCom Web Interface followed by /safecom or /safecomauth depending on the kind of alias you have created. Example: http://localhost/safecom 2. D60604-03 Also remember to check that your firewall (2.6) is configured correctly. 48 3 Customize SafeCom Web Interface 3 Customize SafeCom Web Interface 3.1 Introduction The SafeCom Web Interface folder comes with a set of HTML files. You are free to customize and translate these pages. The special tags used in the HTML files can be found in section 0 and subsections. The language strings are defined in the captions.xml file. Colors and fonts are stored in the style/css.css file. 3.2 Web pages The root folder contains these HTML files (do not change their names) Login web page - scLogin.htm (3.2.1) Welcome web page - scWelcome.htm (3.2.2) Documents web page - scPrintjobs.htm (3.2.3) Transactions web page - scTransactions.htm (3.2.4) ePay web pages – scEPay.htm (3.2.5) Client Billing web page – scBilling.htm (3.2.6) Setup web page – scSetup.htm (3.2.7) The file captions.xml contains all the language strings. Changes to the captions.xml file will take effect when the Web Server is restarted (2.7). In addition there are these folders: /epaylog emailTemplateMsg.txt *.scl /images *.gif *.jpg /script jscript.js /style css.css /WebConfiguration scWebConfig.exe D60604-03 49 3 Customize SafeCom Web Interface 3.2.1 Login web page - scLogin.htm If Anonymous Authentication is enabled the login web page (scLogin.htm) appears prompting for User logon and PIN code. Note: If the user belongs to a domain the domain must be specified. Examples: MYDOMAIN\JS, MYDOMAIN/JS, or JS@MYDOMAIN. 3.2.2 Welcome web page - scWelcome.htm The user’s name is displayed on the Welcome page. From this page the user can Logout, see list of pending print jobs, see printing and copying history, and check balance and deposits. If SafeCom ePay is used the user can deposit money via the Internet. D60604-03 50 3 Customize SafeCom Web Interface 3.2.3 Documents web page - scPrintjobs.htm On the Documents web page the user can preview the price for each print job based on a selected charging scheme. Furthermore a user has the options to delete, retain, and unretain pending documents. 3.2.4 Transactions web page - scTransactions.htm Under Transactions the user can view the balance, reserved credits, and transactions on accounts 1 and 2. D60604-03 51 3 Customize SafeCom Web Interface 3.2.5 ePay web pages – scEPay.htm Via the ePay web page the user can deposit a specified amount to be deposited on the user's account. First the e-mail address and amount must be specified. Then the credit card information must be entered. The transaction is completed. The SafeCom ePay confirmation web page (scEPayOk.htm) opens after click Return to SafeCom. D60604-03 52 3 Customize SafeCom Web Interface 3.2.6 Client Billing web page – scBilling.htm The Client billing web page offers users a great overview of their finished jobs and gives them the opportunity to add or modify billing codes (for as long as the specified elapse time allows) and manage their list of favorite codes. On the following web page default values, such as e-mail reminder and default billing code, can be set up for Client Billing. D60604-03 53 3 Customize SafeCom Web Interface 3.2.7 Setup web page – scSetup.htm The Setup web page allows you to change PIN code and manage ID codes (if this is enabled on the server), see your PUK code (or card number/user code), and change language. The language strings are defined in the captions.xml file. Changes to the captions.xml file will take effect when the Web Server is restarted (2.7). On the Change PIN tab it is possible to change the PIN code. On the Codes tab a user can generate new PUK and ID codes as well as view the ID Codes assigned to them as well as the Start and End date for the ID codes. Note: What users are allowed to view and change on the Codes tab is set up in SafeCom Web Interface Configurator (2.4). Note: The structure of the generated ID code is determined in the file IDCodeGenerating.txt but can be changed (refer to SafeCom G3 Administrator’s Manual D60603). On the Language tab users can choose the language that they prefer to use on the SafeCom Web Interface. D60604-03 54 3 Customize SafeCom Web Interface D60604-03 55 3 Customize SafeCom Web Interface 3.3 Tags When customizing the SafeCom Web Interface you can make use of the following tags (syntax: <#TAGNAME Param=”value”>). The tags are interpreted by the webuser.dll and replaced by the appropriate HTML code. Font 3.3.1 General tags Tag <#LOGINLINK> <#LOGOFFLINK> <#USERNAME> Optional parameters [Text] Set text on link [Text] Set text on link [Style] Set to “Bold” to use large logoff link. [Text] Set to “SIMPLE” if the prefix “User:” should be hidden. <#PRINTJOBSLINK> [Text] Set text on link Separator="NO" Separator="|" <#TRANSACTIONSLINK> [Text] Set text on link [Separator] Set to “NO” if no separator else fill in string value for separator <#EPAYLINK> [Text] Set text on link [Separator] Set to “NO” if no separator else fill in string value for separator <#BILLINGLINK> [Text] Set text on link [Separator] Set to “NO” if no separator else fill in string value for separator <#SETUPLINK> [Text] Set text on link [Separator] Set to “NO” if no separator else fill in string value for separator <#SCSCRIPT> 3.3.2 User’s full name. If the full name is empty, then the user’s user logon is inserted Link to Documents Link to Transactions Link to ePay Link to Client Billing Link to Setup Used for captions support Tags for Welcome web page Tag <#WELCOMETABLESTART> <#WELCOMEITEMPRINTJOBS> <#WELCOMEITEMTRANSACTIONS> <#WELCOMEITEMEPAY> <#WELCOMEITEMBILLING> <#WELCOMEITEMSETUP> <#WELCOMETABLEEND> D60604-03 Description Login link Log out link Description Init part of table Documents menu item Transactions menu item ePay menu item Client Billing menu item Setup menu item End part of table 56 3 Customize SafeCom Web Interface 3.3.3 Tags for Documents web page Tag Optional parameters <#MENUBUTTONCHARGINGSCHEME> <#PRICING> [LimitId] Limit users to only one charging scheme. The ID can be seen in the top left corner of the Charging scheme dialog in SafeCom Administrator. Default: “” [SubmitType] Set to “Links” to show text-links, else buttons is used. <#PRINTJOBMENU> <#PRINTJOBSREFRESHLIST> <#PRINTJOBLIST> 3.3.4 [Border] Set border on the job list. Default: “2” <#TRANSACTIONCREDITS> <#TRANSACTIONLIST> Links/buttons with actions delete, retain and unretain of documents Link to refresh job list Print job list [Border] Set border on the job list. Default: “2” Description Headline caption of transactions Text with credits, low limit, reserved and disposable Transactions list Tags for ePay web pages Tag <#EPAYAMOUNT> <#EPAYDISPOSABLE> <#EPAYORDERNO> <#EPAYFORM> D60604-03 Headline caption of charging scheme Drop down list with charging schemes Tags for Transactions web page Tag Optional parameters <#MENUBUTTONTRANSACTIONS> 3.3.5 Description Description Amount transferred from credit card to SafeCom account Disposable amount after transfer Full orderno (20 chars) Form for entering name and amount Page(s) scEPayOk.htm scEPayOk.htm scEPayOk.htm scEPay.htm 57 3 Customize SafeCom Web Interface <#EPAYERROR> <#EPAYERROR> <#EPAYTRANSACT> <#EPAYFEE> <#EPAYTOTAL> 3.3.6 Displays error message. [Text] Displays message specified by the Text parameter. Displays transaction number. Fee withdrawn from your credit card. Total amount withdrawn from your credit card. scEPayOk.htm scEPayOk.htm scEPayOk.htm Tags for Setup web page Tag <#SETUPMENUBUTTONCHANGEPIN> <#SETUPMENUBUTTONGENERATEPUK> <#SETUPMENUBUTTONCHANGELANGUAGE> <#SETUPHEADLINECHANGEPIN> <#SETUPHEADLINEPUK> <#SETUPHEADLINECHANGELANGUAGE> <#SETUPPINAPPLY> <#SETUPLANGUAGEAPPLY> <#SETUPFORM> <#SETUPCHANGEPINTABLE> <#SETUPGENERATEPUKTABLE> <#SETUPCHANGELANGUAGETABLE> D60604-03 scEPayError.htm scEPayOk.htm Description Menu button for change PIN Menu button for generate PUK Menu button for change language Headline caption for change PIN Headline caption for see PUK Headline caption for change language Apply button Apply button Formula data (mandatory) Table with change pin fields Table with PUK information Table with language selection 58 3 Customize SafeCom Web Interface 3.3.7 Tags for Client Billing web page Tag <#BILLINGFORM> <#BILLINGMENUBUTTONFIND> <#BILLINGMENUBUTTONMYFAVORITES> <#BILLINGMENUBUTTONLASTUSED> <#BILLINGMENUBUTTONUSERDEFAULTS> <#BILLINGMENUBUTTONFAVORITES> <#BILLINGINPUTFORM> <#BILLINGLASTUSEDCODESSELECT> <#BILLINGFINDCODESINPUT> <#BILLINGMYFAVORITESSELECT> Description Formula data (Always use) Find menu button My favorites menu button Last used menu button My defaults menu button My favorites menu button Formula data (Always use) Drop down list with last used codes Input field for codes Drop down list with my favorite codes <#BILLINGUSERDEFAULTSTEXT> Headline for change my defaults <#BILLINGBUTTONFIND> Find button <#BILLINGMENUSPACER> Space between menu items <#BILLINGMENUBUTTONUNBILLEDJOBS> Menu item for unbilled jobs <#BILLINGMENUBUTTONBILLEDJOBS> Menu item for billed jobs <#BILLINGMENUBUTTONPERSONALJOBS> Menu item for personal jobs <#BILLINGCHECKBOXPERSONALCODE> Caption for “use personal code” checkbox <#BILLINGCHECKBOXBILLWITHNOCODE> Caption for “remove billing code” <#BILLINGCHECKBOXUSEBILLABLE> Caption for “do not bill” checkbox <#BILLINGSUBHEADSEARCHRESULT> Caption for “Search result” <#BILLINGSUBHEADMYFAVORITES> Sub headline “My favorites” <#BILLINGSUBHEADDEFAULTS> Sub headline “My defaults” <#BILLINGBUTTONBILL> Bill jobs button <#BILLINGBUTTONUSEBILLINGCODE> Use selected button in Find dialog <#BILLINGBUTTONREMINDER> Apply button in My defaults dialog <#BILLINGCONTENTSFORM> Formula data (Always use) <#BILLINGDOCUMENTSTABLE> Table with the document list <#BILLINGSEARCHRESULTS> Table with the code search results <#BILLINGFAVORITESTABLE> Table with your favorite codes <#BILLINGUSERDEFAULTSTABLE> Table with defaults (reminder, default billing code) <#BILLINGJOBINFO> Extended info on documents when mouse is over the checkbox on a document D60604-03 59 3 Customize SafeCom Web Interface 3.4 Setup ePay Cash Card This section is only relevant if the SafeCom Pay solution stores money on a Smart Card. It allows SafeCom to transfer money deposited through SafeCom ePay to the user’s Cash Card when the card is used at the SafeCom-enabled device. 3.4.1 1. Enable ePay Cash Card: Start SafeCom Web Interface Configurator by double-clicking scWebConfig.exe (2.4). By default it is located in: C:\Program Files\SafeCom\ SafeCom Web Interface\WebConfiguration 2. Press CTRL+SHIFT+E to open the ePay Cash Card dialog. 3. 4. 5. Click Enable. Click Close. Click OK to close the SafeCom Web Interface Configurator. 3.4.2 Change the minimum and maximum amount per payment: 1. Edit the jscript.js file. By default it is located in: C:\Program Files\SafeCom\ SafeCom Web Interface\script 2. 3. 4. D60604-03 Locate the function ValidatePayForm. Change minimum and maximum value and error message. The default values are 0.10 and 1000. Save the file and restart the web server (2.7). 60 3 Customize SafeCom Web Interface 3.5 Export unfinished transactions If there are any transactions that have not been completed successfully, these can be viewed and exported to either an XML or CSV file from the Unfinished transactions tap in the ePay Properties. Note: The Unfinished transactions tab is only available if there are any unfinished transactions to show. Furthermore, all transactions that have been completed successfully are not displayed in the list. All unfinished transactions are listed with the following information: D60604-03 File name: The order number. User logon: Shows the user that makes the transaction. Amount: Shows the amount in the transaction. State: The states specified shows where in the process that the transaction failed. o In progress: The transaction has not yet failed but is still in progress. o Started: The transaction failed when trying to connect to the provider. o Approved: The transaction failed after being approved by the provider, but the approval was never received by the user. 61 3 Customize SafeCom Web Interface 3.6 DIBS Administration Inside DIBS Administration you need to configure auth.cgi to return the Order number and All other parameters. D60604-03 62 3 Customize SafeCom Web Interface 3.6.1 Customize and translate ePay e-mail message (DIBS) SafeCom ePay has one English e-mail template that is used to notify users that money has been transferred to their SafeCom print and copy account. emailTemplateMsg.txt Notify user that money has been transferred. The file is located in the folder pointed to by the ePayLogDir registry setting. The folder is normally: C:\Program Files\SafeCom\ SafeCom Web Interface\epaylog You are free to customize or translate the message to give the users the highest user satisfaction. Dates are written according to the server’s short format. emailTemplateMsg.txt SafeCom print and copy deposit was successful Transaction for the value of: <%Amount%> <%Currency%> Payment fee: <%Fee%> <%Currency%> Total amount: <%TotAmount%> <%Currency%> Order number: <%OrderNo%> Authorization Date/Time: <%Date%> Transaction number: <%TransacNo%> In the above emailTemplateMsg.txt file it is possible to use the variables listed below: <%Amount%> <%Currency%> <%Date%> <%TransacNo%> <%Fee%> <%TotAmount%> <%OrderNo%> D60604-03 63 3 Customize SafeCom Web Interface 3.7 WorldPay Administration 1. Open the WorldPay admin web page: https://select.worldpay.com/wcc/admin 2. 3. Enter Username and Password. Click LOG IN. Click Configuration options (bottom right of the web page). 3. Set Callback URL to http://<LOCALHOST>/safecom/webuser.dll/epayauth?scNoSess Replace <LOCALHOST> with the IP address or host name to the local sever running the SafeCom Web Interface. 4. 5. 6. D60604-03 Check Callback enabled? Check Use callback response? Click SAVE CHANGES. 64 3 Customize SafeCom Web Interface 3.8 Pensio Administration 1. Open the Pensio Cashcow gateway’s configuration web page: https://cashcow.catpipe.net/shop/config/ D60604-03 65 3 Customize SafeCom Web Interface 2. 3. 4. 5. 6. D60604-03 Enter address information if the form of: Company name, Street, City and ZIP. Enter the appropriate URLs below: OK-URL must point to webuser.dll/epayauth. Failure-URL must point to webuser.dll/epayerror. Form-URL must point to webuser.dll/epay. Enter E-mail address. Check the Allowed Currencies. Click update when you are done editing. All the fields will disappear, but the entered settings as been saved. 66 4 Using SafeCom Web Interface 4 Using SafeCom Web Interface 4.1 Login 1. Open a web browser and enter the IP address or hostname of the web server that hosts the SafeCom Web Interface followed by /safecom or /safecomauth depending on the alias you created in section 0. Example: http://localhost/safecom Login with user logon and PIN code is only required if Anonymous Authentication is enabled. Then the following web page opens, prompting for User logon and PIN code. Note: If the user belongs to a domain the domain must be specified. Examples: MYDOMAIN\JS, MYDOMAIN/JS, or JS@MYDOMAIN. Once logged in the following web page opens with the user’s name displayed in the top right corner. From here the user can choose to see a list of pending print jobs, see print and copy history, as well as check the balance and deposits to the account. If SafeCom ePay is used the user can deposit money via the Internet. D60604-03 67 4 Using SafeCom Web Interface 4.2 Manage documents 1. 2. Open and login to SafeCom Web Interface (4.1). Click the Documents icon. D60604-03 Preview price based on selected charging scheme: Select a charging scheme and based on that see the specific price for each document. Documents: Lists all pending print jobs. Check one or more documents and: o Click Delete, to delete the selected documents. o Click Retain, to keep the selected documents on the SafeCom server after being printed and thus available for printing again later. o Click Unretain, to remove the selected retained documents from the list (server) after being printed. o Click Refresh list to update the document list. 68 4 Using SafeCom Web Interface 4.3 View transactions 1. 2. 3. Open a web browser and enter the IP address of the SafeCom Web Interface (4.1). If prompted, enter your credentials and click Login. Click the Transactions icon. In the Transactions window check the balance of your accounts and the different deposits: 4.4 Transfer money via ePay 1. 2. Open a web browser and login to SafeCom Web Interface (4.1). Click the ePay icon. 3. The Email address is retrieved from the SafeCom server and pre-filled, but it can be changed. Upon successful completion of the transaction an e-mail is sent to the specified e-mail address. Enter the amount to be transferred. 4. D60604-03 Acc.1: and Acc.2: The balance of the two accounts. Low limit: The minimum amount of credits that must be available in order to print or copy. Reserved: The amount of credits reserved due to a print or copy job that finished in error. Disposable: The actual available credits (the Balance minus Low limit and Reserved). 69 4 Using SafeCom Web Interface 5. Click Accept and then the payment-processing gateway opens and prompts for credit card information. 6. Enter the necessary information and click Accept. The transfer is now complete. 7. Click Return to SafeCom in order to see the results of the transfer. Note: The above is an example of a successful transaction. If the transaction was not successful the first paragraph would be “An error occurred…” This message can be customized using the <#EPAYERROR Text””> tag mentioned in 3.3.5. D60604-03 70 4 Using SafeCom Web Interface 4.5 Manage billing codes The Client billing web page offers users a great overview of their finished jobs and gives them the opportunity to add or modify billing codes (for as long as the specified elapse time allows) and manage their list of favorite codes. In this section the following three areas are covered: Add and modify billing codes (4.5.1) Set up default values (4.5.2) Manage favorite codes (4.5.3) Note: For Client billing to be available for the user, the user needs to be a tracking or pay user. This is set up on the User properties in the SafeCom Administrator and use of JavaScript (Active Scripting) must be enabled. 4.5.1 Add and modify billing codes After a user has finished a job at a MFP, it is possible for the user to add or modify billing codes to the job via SafeCom Web Interface. Note: The time where jobs are available for change of billing codes in the SafeCom Web Interface depends on the settings of the Server properties in the SafeCom Administrator. To add or modify billing codes in the SafeCom Web Interface: 1. When logged into SafeCom Web Interface, click Client billing. 2. When the Favorites tab or Last used tab is selected, the user's available jobs are listed under the following tabs depending on the billing status of the job: D60604-03 Unbilled jobs: Print jobs that do not have a billing code added yet. Billed jobs: Print jobs with billing codes assigned already but still available for change. Billing codes assigned through a group is not available for change. Personal jobs: List of jobs that do not need a billing code. If the user is a pay user, every job is billed to the user. 71 4 Using SafeCom Web Interface 3. Choose the billing code you want to add, either from your favorites list on the Favorite tab or from your list of recently used codes from the Last used tab. 4. On the Unbilled jobs tab or the Personal tab select the jobs that you want to add the billing code to. Or select a job on the Billed jobs tab to modify the current billing code. 5. Click one of the following buttons to add the code: Not billable: Click if you want to add the billing code to the job, but not actually bill for the job. The job is moved to the Billed jobs list. Billable: Click if you want to add the billing code to the job and make sure that the job is billed. The job is moved to the Billed jobs list. Personal: Click if the job is personal. Neither the billing code nor whether the job is billable or not is specified or tracked. The job is moved to the Personal list. Note: If the billing code is set to not billable, the billing code is added to the job and Billable is set to No for the specific job. And if the billing code is set to be billable, the billing code is added to the job and Billable is set to YES for the specific job. D60604-03 72 4 Using SafeCom Web Interface 4.5.2 Set up default values for Client Billing On SafeCom Web Interface a user can set up the following default values for Client Billing: E-mail reminder: The user can specify if and when the user wants an reminder to add billing codes to jobs before they are committed to tracking. Default billing code: The user can specify the default billing code. This code will be used if no other billing code has been added to the job. 1. When logged into SafeCom Web Interface, click Client billing and then My settings. 2. Select under My defaults how you would like the e-mail reminder to remind you to add billing codes according to the following descriptions: 3. Never remind me: An e-mail reminder is never sent. Remind me as soon as a job completes: A reminder is sent after each print job is completed. Remind me when job completes and there are more than X unbilled jobs: A reminder is sent when there are a specified number of print jobs are completed and ready for billing. In the Default billing code drop down, select a billing code to set it as default. You can select from your favorite billing codes. Note: The default billing code can also be specified as Personal, which means that it is not billed. If the user is set up as pay user, the job will be billed to the user. D60604-03 73 4 Using SafeCom Web Interface 4.5.3 Manage favorite billing codes On SafeCom Web Interface a user can add and delete billing codes to the list of personal favorite billing codes. Note: In order for the users to be able to modify their favorite list the Restrict choice of billing codes check box in User properties must be clear. 1. Under My favorites the favorite billing codes are listed. From here you can remove billing codes from your favorite list by clicking Delete. Codes that originate from your membership of a group cannot be deleted. 2. Under Add favorites, click Show more to list all billing codes available. Click Add to add the selected code to the list of favorites. For additional Client Billing web pages refer to SafeCom G3 Client Billing User’s Guide D60627 D60604-03 74 4 Using SafeCom Web Interface 4.6 Manage codes and set up language The Setup web page allows you to change PIN, see and change PUK and ID code (if this is enabled on the server), as well as change the default language. The language strings are defined in the captions.xml file. Changes to the captions.xml file take effect when the Web Server is restarted (2.7). In this section the following three areas are covered: Change PIN (4.6.1) Manage PUK and ID Codes (4.6.2) Change default language (4.6.3) 4.6.1 Change PIN On the Change PIN tab it is possible to change the PIN code. This tab is only available if Allow user to change PIN code is check on the Users tab in the Server properties dialog in SafeCom Administrator. After entering the old and new PIN code, click Change PIN. 4.6.2 Manage PUK and ID codes On the Codes tab users can view the ID codes assigned to them as well as the Start and End date if the code is a temporary code. Note: Support for multiple cards is controlled on the Users tab in the Server properties dialog in SafeCom Administrator. Depending on the setup on SafeCom Web Interface Configurator, users can generate a new PUK, if they have lost their card and need to associate themselves to another card. Furthermore users can generate or delete an ID code, make a temporary ID code permanent, or change the expiry date. D60604-03 75 4 Using SafeCom Web Interface Generate a new PUK code: 1. 2. On the Codes tab, click Generate new PUK. The new PUK code is now shown in the green bar, and the old PUK code no longer works. Generate a new ID code: 1. 2. 3. On the Codes tab, click Generate new ID code. If ID codes are NOT setup to be hidden on SafeCom Web Interface Configurator, the new ID code is listed in the list of ID codes, as in the screenshot above. If Hide ID codes are checked in SafeCom Web Interface Configurator, the ID code is hidden in the grey box (see screenshot below). Place your mouse cursor over the box to the right to see the new ID code. Note: The structure of the ID code is determined in the file IDCodeGenerating.txt but can be changed (refer to SafeCom G3 Administrator’s Manual D60603). D60604-03 76 4 Using SafeCom Web Interface Note: A limit to how many ID codes a user must have can be set up in SafeCom Administrator. If the user get the error message "You have too many ID codes, a new ID code was not generated", the user must delete at least one existing ID code in order to generate a new one. Delete an ID code: 1. 2. Click the Delete icon next to the ID code that must be deleted. Click OK. Note: A user can only delete ID codes that have been generated manually, either in SafeCom Administrator or on the SafeCom Web Interface. Edit an ID code: 1. Click the Edit icon next to the ID code that must be edited. Note: Only temporary ID codes can be edited. 2. 3. Click Make permanent, to make the temporary ID code permanent. To change the expiry date of the ID code, choose a new date in the Expiry date field either from the drop down list or by clicking the Calendar icon and then click Change expiry date. 4.6.3 Change default language On the Language tab users can choose the language that they prefer to use on the SafeCom Web Interface. Click the drop down menu and choose the preferred language. D60604-03 77 5 Troubleshooting 5 Troubleshooting 5.1 Browser reports 404 error This is due to incorrect setup of Internet Information Service (IIS). Remember to restart the IIS after you have made configuration changes (2.7). 5.2 Browser reports 500 error This is due to incorrect setup of the SafeCom Web Interface. Check the Windows Registry settings. Remember to restart the IIS after you have made changes (2.7). 5.3 SafeCom ePay logging The SafeCom Web Interface creates ePay log files (*.scl). The folder must give write permission to the user: IUSR_<COMPUTER_NAME>. Whenever a pay transaction is started a file with the extension *.scl and the order number is created. Example: sc200509290000000046.scl The log file contains one comma-separated line. Example: 29-09-2005 15:14:22, 3, JS, sc200509290000000046, STARTED, 10, EUR Field Date and time User ID User logon Order number Payment status Amount Currency Example 29-09-2005 15:14:22 3 JS sc200509290000000046 STARTED 10 EUR If the transaction terminates as expected the log file is deleted. However, if the pay transaction terminates abnormally the file is renamed to *lost.scl and kept. This happens if the user closes the browser window before the transaction has finished. Example: sc200509290000000046lost.scl A *lost.scl file is also created if the webuser.dll receives an order number that is unknown. D60604-03 78 5 Troubleshooting 5.4 Unexpected Error 0x8ffe2740 Occurred When you try to start a web site from the Internet Information Services you may get a dialog with the error message "Unexpected Error 0x8ffe2740 Occurred". We have found that this may happen if you are using Skype on the computer with the web site. To resolve quit Skype. For additional information please refer to Microsoft knowledge base article 816944. 5.5 World Wide Publishing will not restart To solve this problem open the Windows Task Manager. In the Processes tab select the dllhost.exe process owned by IWAM_xxxx and click End Process. Replace xxxx with the name of the computer. This problem has been reported on computers running Panda Antivirus, but it may apply to other situations as well. 5.6 Browser reports login error Login error appears if the configuration of Windows authentication and Anonymous Authentication in IIS (0) conflicts with the selected authentication method. Remember that Enable anonymous access should only be cleared if you want to use Windows authentication. D60604-03 79
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