CHANGING A PROTOBASE MERCHANT FILE

CHANGING A PROTOBASE MERCHANT FILE
You have requested a change to your current merchant profile with ProtoBase. The following
instructions are to be used in order to modify your current configuration.
1.
Settle all open credit card transactions from ProtoBase Administrator.
2.
Make a backup of your current ProtoBase directories.
3.
Stop the ProtoBase NT Service (on the ProtoBase server, go to Start > Control Panel >
Administrative Tools > Services, then right-click the ProtoBase NT Service and select Stop).
4.
Place the files from the Sets folder on your CD in your ProtoBase directory.
5.
In the ProtoBase directory find and re-name the current pbmerc.dat to oldpbmerc.dat.
6.
Open the folder on your CD that is named for your company.
7.
Place the yourname.dat file (where “yourname” is the name of your company) into the
ProtoBase directory and rename the file to pbmerc.dat.
8.
(a) If you have changed your current processor or added a new processor follow instructions
on “Adding a Processor”
(b) If you only modified the industry type follow instructions on “Changing Location
Information”
(c) if you are adding a new location and/or terminal then follow instructions on “Adding
Location & Terminal”
9.
After making the changes in the previous step, click the Run ProtoBase Configuration
button. A dialog appears showing you the status of each step of the process. Once it says they
are all complete, proceed to the next step. If you receive an error or incomplete message
please enter a support case with Prophet 21.
10. Start the ProtoBase NT Service that you disabled in Step 3 (on the ProtoBase server, go to
Start > Control Panel > Administrative Tools > Services, then right-click the ProtoBase NT
Service and select Start).
11. Add the new processor in CommerceCenter. You can do this in Transaction Processor
Maintenance in the Credit Card Setup module. If you are changing your processing type
(e.g., direct marketing to mail order/telephone order), disregard this step.
Adding a Processor
1.
On the ProtoBase server, log directly into PBAdmin. Do not use RealVu; RealVu does not
provide access to the required configuration menu.
2.
From the System menu, select ProtoBase Configuration.
3.
Log into the system when prompted.
4.
Click the Open ProtoBase Configuration button.
5.
In the Processors tab, press the Add button.
6.
Select The appropriate Processor the processor number from the dropdown box. The
processor number can be found in the sets.zip file. There will be a file named PbsetXX.dat
(XX – represents the processor number). Insert the proper authorization and settlement
phone numbers for your processor. If you do not have a processor number, please log a case
with Prophet 21.
1 of 6
CHANGING A PROTOBASE MERCHANT FILE
7.
Go to the Credit Card Tables tab, select TERM1 and choose Edit. Each card type that you
handle will be selected. Highlight a card type and click Edit.
Checkbox
indicates card
type
2 of 6
CHANGING A PROTOBASE MERCHANT FILE
8.
Indicate the appropriate Auth and Settlement Merchant, both primary and alternate.
9.
Continue with Changing Merchant File instructions step 8.
Changing Location Information
1.
On the ProtoBase server, log directly into PBAdmin. Do not use RealVu; RealVu does not
provide access to the required configuration menu.
2.
From the System menu, select ProtoBase Configuration.
3.
Log into the system when prompted.
4.
Click the Open ProtoBase Configuration button.
5.
Choose the Industry tab, and change the Industry to the appropriate type.
6.
Click Save.
3 of 6
CHANGING A PROTOBASE MERCHANT FILE
Location generally is the same as
your company name. Select the
correct location to be changed
7.
Continue with Changing Merchant File instructions step 8.
Adding Location & Terminal
1.
On the ProtoBase server, log directly into PBAdmin. Do not use RealVu; RealVu does not
provide access to the required configuration menu.
2.
From the System menu, select ProtoBase Configuration.
3.
Log into the system when prompted.
4.
Click the Open ProtoBase Configuration button.
5.
To add a location, click the Add button and enter the information in each field on the General
Info, and Industry tabs
4 of 6
CHANGING A PROTOBASE MERCHANT FILE
Choose the Industry tab, and change the Industry to the appropriate type.
6.
Click Save.
5 of 6
CHANGING A PROTOBASE MERCHANT FILE
7.
Back to the menu Administrator Set-up, choose ProtoBase Configuration
8.
Select the terminal tab, click add and enter new terminal information. The terminal name
should match that of which is the same as CommerceCenter processing center Term ID. (ie:
TERM1, TERM2, TERM3), link to the appropriate ProtoBase location to the terminal id.
Click Save
9.
Go to the credit card tab and double click on the newly added terminal, select card type that is
to be processed through this terminal (see diagram on page 2). Double click the selected card
type and configure card type by entering the primary Auth and Settlement Merchant (the “M”
Key)
10. Continue with Changing Merchant File instructions step 8
6 of 6