ProtoBase Suite 6.01.06: ProtoBase UI Web Training

1. ProtoBase Suite 6.01.06: ProtoBase UIWeb Training Next

2. INDEX: Section One: Initial Login: Pop-up Blocker and Settings Section Two: User SecuritySection Three: Add TransactionSection Four: Void TransactionSection Five: Settlement ProcessSection Six Settlement and Batch ReportsSection Seven: Transaction(s) SearchSection Eight: Help From ProtoBase and Bomgar Next

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

4. 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

5. 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

6. 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

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

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

9. 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

10. 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

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

12. 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

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

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

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

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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

22. 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

23. 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

24. 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

25. 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

26. 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 Next

27. ProtoBase Suite 6.01.06: ProtoBase UI Created by: Elavon Training Department Back to Index Back Next 3. Add Transaction

28. Add Transaction • The purpose of this section is to walk through the complete process of adding a transaction manually to ProtoBase. • From time to time, and for various reasons a need may arise to add a transaction manually to ProtoBase. The following presentation outlines the detailed steps required. Back Next

29. Add Transaction • Instructions • After Logging in click on Cylinder with green plus symbol at the upper left of the window.. • A window will display in the Active Database and request a location selection. • Select location from the dropdown menu. • Another window will display. This is the transaction detail window. • Navigate from top to bottom, left to right. • Go to next slide. Back Next

30. Instructions • When the transaction detail window opens, there will be only two tabs: • - Transaction Detail- AVS Data Add Transaction • NOTE: (HOTELS and Lodging Industry Only): The Lodging tab for the merchant key Hotel will not display until the credit card number is added. The Lodging tab must be filled out regardless of the credit card type used. ProtoBase will not accept any transaction without the lodging tab completed. • Enter a reference number and fill in the reference number block. (You may use folio numbers, or any significant number you choose such as a Point of Sale Reference Number, or Date). • Skip Unique ID block. • Select Transaction Type Prior Auth for a charge and Refund for any type of return. • Go to next slide Back Next

31. Instructions • Select Terminal from dropdownmenu. • Cashier ID is optional. This is usually used for tracking “who” has entered the manual transaction. • Account: Enter full credit card number on the account line. • NOTE: The Lodging tab will now appear (for lodging merchants only). • Fill in amount. Do not use dollar sign. In the case of a refund, do not use minus symbol, or parenthesis. The refund amount is always a positive number. • Enter expiration date from credit card (month and year). • Skip CVV2 data block. • Card Type, M-Key and Card Name will automatically populate when the credit card number is entered. Leave Global User Field and Account Balance blank. • Upper right of window, enter Customer Name. • Cash back amount is not used for manual entries. • Tab three times past the dates and time. These will automatically populate. • Go to next slide. Add Transaction Back Next

32. 12354 Add Transaction • Instructions • Enter authorization number or approval code from PMS/POS Report “if” the transaction was preauthorized. • If no authorization number was previously assigned, leave block blank. • If transaction is for Hotel Merchant, click on the lodging tab at the top and go to next slide. • If transaction is NOT for a Hotel Merchant click “ADD” (bottom left). • Go to next slide. Skip next slide if you are not a Hotel Merchant. Back Next

33. Add Transaction (Lodging Tab, Hotel Merchant Only) • Instructions • Top to bottom on left. • Enter Folio Number or Reference number from the Transaction Detail Tab. • Charge Description: Always choose Lodging. • Hotel Code: Always Choose Sale, even if it is a refund. • Type in Check In and Check out dates, and room number. • Enter at least 1.00 for room rate and for tax • Upper right. Type in duration of stay. • Click “ADD”. Back Next

34. Add Transaction • Instructions • IF your transaction was preauthorized and has an authorization number entered, you will receive a prompt that says Action Completed after you click on add. • Click OK. • The transaction will then be added (as the last transaction) to the active database display. This means it has been accepted and is ready to settle (deposit). Back Next

35. Add Transaction • Instructions • IF your transaction was NOT preauthorized, ProtoBase will attempt to authorize it when you click ADD. • A Receipt Screen will display. • If you need to print the receipt, click print. If you want to simply add it to ProtoBase and settle it, click close. • NOTE: The auth number appears beneath the card (type). • The transaction then automatically displays in the active database as before. • NOTE: A rejected transaction, will not authorize, and will not display in the Active Database, Back Next

36. ProtoBase Suite 6.01.06: ProtoBase UI Created by: Elavon Training Department Back to Index Back Next 4. Void Transaction

37. Void Transactions • In previous versions of ProtoBase deleting transactions created challenges when the transaction later need to be retrieved for any reason. In those versions, when a transaction was deleted it was completely removed from the system, making it irretrievable. • In this new version, transactions are not deleted, they are voided. This means the transaction is retrievable, and stored in the history database. • This enhancement alone gives the user a greater flexibility handling and moving transactions, and enables the user to store / track and find any transaction when needed. • The process of voiding a transaction does not deactivate or remove authorizations from transactions. Only the Issuing Bank has that authority. Back Next

38. Void Transactions • Instructions • Deleting a transaction can no longer be accomplished by right clicking the transaction and selecting delete, or by accessing the transaction detail and selecting delete. (The delete button was removed). • There is new and simpler way of ridding the Active Data Base of an unwanted transaction. The method is initiated by creating a Void. • Access transaction detail by clicking on the pencil to be deleted from active database. • Click on Void • A response will display Are you sure you want to void this transaction? • Click on OK • NEXT PAGE Back Next

39. Void Transactions • Instructions • Another response will confirm the transaction has been voided. • Click OK. • Transaction will display in the Active Database with a “V” to the right of the selection box. • Next Page Back Next

40. Void Transactions • Instructions • Select and settle voided transaction with settlement. • Transaction will not be sent to Third Party Processor (TPP). • Transaction is sent to history (only). • Transaction will appear in settlement report as seen here. Back Next

41. ProtoBase Suite 6.01.06: ProtoBase UI Created by: Elavon Training Department Back to Index Back Next 5. Settlement Process

42. Settlement Process • The purpose of this video is to present a thorough “How To” process related to presettlement and settlement procedures. • It is constructed in chronological order, step by step in order to provide a clearer picture of the complete process and all related elements. Back Next

43. Pre-Settlement / Database Display • Instructions • After logging in, click on Active Transactions Tab • to access the active transaction database. • The transactions will display (below). Note the column headings to define order of visible transaction data. • Clicking on headings will sort the order of the display by the heading information (chronologically, alphabetically or numerically). • Navigation arrows at the lower left of the window will assist in navigating between pages of transactions. Back Next

44. a b c a. Edit Transaction b. Transaction Log • Instructions • Selection Display. • a. Edit. To edit a transaction, click on the pencil. Transaction Detail will display with boxes that may be edited. • b. Transaction Log. Click on the document symbol to see history of each transaction. This procedure is also available for all transactions in the History Data base. • c. Click Manual Selection box for manual transaction selection. Pre-Settlement / Database Display Back Next

45. Settlement Process: Pre-Settlement • Instructions • Selection Process • (follow sequence – red circles) • Presettlement Reporting. The purpose of this report is to reconcile transaction details and credit card deposit totals with the POS / PMS reports. • Click on Green button containing white check mark (upper left). This will open the window below. • Type date in selection screen below. • Click Select. • Note: There are other choices. You may select by any column heading listed, or terminal chosen. • You will then receive a prompt showing the number of transactions selected and the total dollars. Click OK. 2/8/10 Back Next

46. Settlement Process: Pre-Settlement • Instructions • Presettlement Report • (follow sequence – red circles) • Click on book Icon located next to the green selection Icon (upper left). • Window will open (below). Select “Terminal” for Report Criteria from the dropdown menu. • Under Sub Total By: • Select Report type: Detail • Select Transactions: Selected • Click OK Back Next

47. Settlement Process: Pre-Settlement • Instructions • Presettlement Report • Pre Settlement Report will display. • NOTE: Presettlement report will be organized by Location / Terminal. It will be further displayed by cc type alphabetically. Only the last four digits of the cc number will display. Credit Cards cannot be decrypted. • There will appear a summary by totals for each credit card type at the bottom of the report. (shown below). Back Next

48. Settlement Process: • Instructions • Create a Batch • General: No versions prior to 6.01X ProtoBase have a batch window. • A Batch Window was created for this software specifically to manage the functions of creating, naming, settlement, and tracking batches created in the Active Database.. • Steps are follows: • Once transactions are selected, and presettlement reporting is reconciled, click on Money Bag (upper left) to begin settlement. • After Batch Window opens, click “Click On Create A Batch From Selected Transactions.” Back Next

49. 1-31-2010 Settlement Process: • Instructions • Settlement Process (Continued) • A small window will open and ask you to name batch. • Type in batch name click in box • Note: This feature is optional. If you choose not to name batch, make no entry and click on save. • Another prompt will come up. Click on Close Window. • Batch will then appear. Select batch manually or click on the “Select All Batches” bar. • Click on “Settle Selected Batches” Back Next

50. Settlement Process: • Instructions • Settlement Process (Continued) • You will receive another prompt: “Start Settlement?” • Click OK and launch settlement. • After a few seconds another window will display. The message therein is directing you to close the window and check back later for report. Click OK • Click Close (above OK prompt) • Read Caution • Click Next • When the window is closed you will see a blue curved arrow on the picture tool bar. Click on the blue-curved arrow (version 17), • or the document with the check mark (version 21). • To the left of that arrow, you will see the word “NEW” in red, blinking. Click on “NEW” • NEXT PAGE CAUTION: If you click the close immediately after the OK, you may discover that your settlement has not completed. If this has occurred, there is no fouland there is no report. There will be a few changes to the next several steps. The “NEW” (which will display next) won’t say new, It will say SIP. This is not a classic SIP, but specifically means the settlement has not completed, and is in progress. It does not shut down the settlement. Simply wait a while longer, refresh the screen again and eventually the “NEW” will display. NEXT Last Next