ProtoBase Suite 6.01.06: ProtoBase UI On Line Training

1. ProtoBase Suite 6.01.06: ProtoBase UIOn Line Training • Sections 1 and 2: • Initial Login: Pop-Up Blocker / Settings • User Security Next

2. ProtoBase Suite 6.01.06: ProtoBase UI Created by: Elavon Training Department Next 1. Initial Login: Pop-Up Blocker / Settings

3. Pop-Up Blocker • The 6.01.06 Version of ProtoBase uses Internet Explorer to display and use the Software. • Internet Explorer usually has “Pop-up Blockers” set in order to block displays from pop-ups when you are logged onto the internet. • ProtoBase Reports display in the form of pop-ups, therefore, pop-up blockers must be turned off when the software is in use, otherwise no reports will display. • The procedure for turning off pop-ups must be repeated for each work station that uses ProtoBase. This is usually a one time function performed with only the initial login. However, if the pop-up blocker is restored when ProtoBase is shut down, it will need to be turned off again when logging into ProtoBase. Back Next

4. Initial Log In : TURN OFF POP-UP Blocker • Instructions • Initial Log in to ProtoBase • Click on Tools • Click on Pop-up Blocker • Click on Turn Off Pop-up Blocker. • NOTE: This instruction applies to first time login only (from any work station). It will remain set automatically thereafter (if not manually re-blocked). Back Next

5. Settings • The display settings for all locations are defaulted to display all transactions in the Active Database when initially installed. • It is recommended that the Administrator reset the Settings with initial log in. This is a “one time” operation that needs to be performed in order to insure the proper transaction display is visible to the user. • The default transaction display shows all transactions, including “Auth Only” transactions which are not part of any batch that can be settled. This often confuses the user in determining which transactions should / can be batched, and can “skew” presettlement reporting causing a mismatch, or no balance reconciliation. The Settings change will reset this default to display only those transactions that are ready for settlement, thereby reducing the chances for error or misinterpretation. Back Next

6. Settings • Instructions • After Initial Log in, click on Setup. • When the menu on the left displays, click on Location Information Next

7. Settings • Instructions • Location Information window will display. • From Select Location Dropdown box (on the left), select a location Back Next

8. Settings • Instructions • After Location displays, select Settings Tab at the top left of the Window. • Settings information tab will then Display. • NOTE: Default Selection/Edit Display and Default Report Mode will both display the word “ALL.” ALL Back Next

9. Settings • Instructions • Change Defaults: • Default Select/Edit Display to “Settlement, “ and • Default Report Mode to “Selected.” • Click Save, and then Click OK. You will be prompted to log out and re-login to activate change, Click OK again. • NOTE: This process must be repeated for all locations under the Initial General Set-up Tab. Each location (including Test Location) should be reset, and will require log out and log in to activate. ALL Back Next

10. ProtoBase Suite 6.01.06: ProtoBase UI Created by: Elavon Training Department Back Next 2. User Security

11. User Security Training Outline • The purpose of this training is to establish a standardized instruction focused on User Security Processes for Site Administrators. • The training is divided into four sections. • Setting Up Users • Determining Permissions: • No Templates • Templates • Unlocking locked out users • Systems Maintenance • Deleting Former Users • and Changing Passwords Back Next

12. Setting Up New Users • Instructions • Log in to ProtoBase • Click on Set-up Back Next

13. Setting Up New Users • Instructions • Click on User Security in the menu located to the left side of the window. Back Next

14. Setting Up New Users • Instructions • A window will open revealing User Security • Click on add user. Back Next

15. jbrown John Brown HOTEL1 ******** ******** • Instructions • Default Window. • Note: Default settings are: . No Template which means that permissions are determined manually. And Force Change which means user will be asked to change password with initial login (or password reset). • Fill in login name • (A login name is usually constructed by using the first initial and last name of the individual. The letters are case sensitive). • Fill in Name • Create Password • Verify Password • Choose Group from dropdown Setting Up New Users NOTE: A password must consist of a minimum of eight and a maximum of twenty characters. It must contain at least one special character or number. It is case sensitive (but not required). Back Next

16. Permissions (No Template) • Instructions • If you are creating a password for an Administrator, or Assistant Administrator, check the Administrator block at the upper right of the display before continuing. • This will set the Administrator password to unlock itself an hour after it has becomes locked, and give automatic access to User Security. jbrown John Brown HOTEL1 ******** ******** Back Next

17. Permissions (No Template) • Instructions • If you decide not to use or create a standardized template, you will need to select the permissions manually from the four tabs at the top of the page. • Transactions • Management • System • Reports jbrown John Brown HOTEL1 ******** ******** Back Next

18. Permissions (No Template) • Instructions • These are the permission displays for Transaction and Management Tabs. • You may select permissions from the individual check boxes or check the heading boxes to select all the choices in the group below • Normally, both Limited Users and Administrators will check the transaction heading and populate all the permissions in the Transaction Tab. • Under the Management Tab, it is normal for only the Administrator to have User Security Selected (under Set-up) and Location Information. Administrator may also have both Database and View Log Headings checked. Limited users would only have the View Log heading checked. • Permissions for these two tabs will allow all users to perform normal audit procedures, and permit Administrator(s) access to Create new users and perform some advanced database functions. Both Admins and LimitedUsers Access Administrators Only Both Admins and LimitedUsers Access Back Next

19. Permissions (No Template) • Instructions • These are the permission displays for System and Report Tabs. • System permissions are for advanced use only, and are generally supervised by the Elavon Help Desk. Only Admins should have any access to these including purging old Authorizations. The general use of these functions are related to systems maintenance and trouble shooting. • Reports Permissions should be granted to all users. This enables all users to perform reporting functions within the system. Back Next

20. Permissions (No Template) • Instructions • Return to User Tab . • Click on Save • Click OK on “User has been added” ptompt. • You will receive a prompt to log out and log in. • Click OK and your screen will take you back to the original log in display Back Next

21. Permissions (Creating and Using Templates) • Instructions • The purpose of a template is to create standard users, thereby making it easier and quicker to add users, and eliminate guesswork determining user permissions. • There are generally two types of users. (a) Administrators, and (b) Limited Users. The permissions discussed in the previous three frames define those users and can be preset. The basic difference is that the Administrator has access to User Security and some limited Database functions. The Limited User does not. • Creating a template. • 1. From the initial User Security Window click on Templates (first image). • 2. Another window will open. Click on Add Template (second image) • 3. In the new window, type in the Template Name (upper left, third image) • 4. Assign appropriate permissions to each tab as previously discussed. • 5. Click Save • 6. You will receive a prompt that says Template has been added. Click OK. • 7. You will then receive a prompt (as before) to log out and log in. Click OK. This activates the template. Back Next

22. Permissions (Adding a User, Using an Existing Template) • Instructions • Using existing Template. • 1. Unclick “No Template” default after clicking on add new user. You will receive a prompt indicating you must choose a template for this user. Click OK. • 2. Choose a template from the menu on the left • 3. Set up user as before, excepting that you will not have to manually select the tabs and choose all the permissions. The Tabs will be auto-populated with the preset permissions designated for the template being used. • 4. Click save on User Tab. • 5. You will receive a prompt (as before) that says User has been added. Click OK • 6. You will then receive a prompt (as before) to log out and log in. Click OK. Back Next

23. Unlocking Locked Out Users • Instructions • From the Initial User Security screen Click on the Login dropdown box and locate the user name of the locked out user. • Click on user name of locked out individual, and the User Details for that individual will display. • Remove check mark from the “Locked Out” block. • Click on the Forced Change block and place check mark in that block. • Change password and verify. • Save. Log out and log in following prompts as before in order to activate changes. Back Next

24. Systems Maintenance – Deleting Former Users • Instructions • From the Initial User Security screen Click on the Login dropdown box and locate the user name of the person to be deleted. • Click on user name of individual, and the User Details for that individual will display. • Click on the delete button next to the add user button, click on both okay prompts. • Log out and log in when prompted to activate changes. Back Next

25. Systems Maintenance – Changing Password • Instructions • Log In to ProtoBase • Click on Change password on the toolbar. • You will immediately be prompted to change password (enter old password then change password and login). • Criteria for password is the same as stated previously, with the exception that you may not use one of the last four passwords used when changing your password. • NOTE: This feature may be used by any user at any time as needed.Every ninety days, you will be prompted to change your password anyway. This is a system requirement for compliance to Payment Card Industry (PCI) Regulations. John Brown Back First Slide