[RetailEdge Moderator]

As a part of our PA DSS approval and included with Version 8.1.3 we now can only communicate with PCCharge using the TCP Method. To set up PCCharge in RetailEdge you should do the following:

Installing PCCharge Pro

First you need to install PC Charge Pro or Payment Server on your system and have it running so that you can process credit cards from your computer. If you are setting up multiple workstations, you should install the PC Charge Client on all of the workstations as well. RetailEdge only supports communication with PC Charge through a TCP (sockets) connection. To setup PC Charge to allow communication from RetailEdge with TCP you should do the following:

1. Choose Configure System from the Setup menu item.

2. Press the Advanced button.

3. Check Use TCP/IP Connection. Set Local Port Number value to 31419 (default value). This is the Standard TCP and not the secure TCP option (HTTPS) that PCCharge now has available. What this means is that you should only communicate with PCCharge in this manner when inside a secure network. A secure network that has firewalls up and turned on and don't have ports open from the outside (a port scan would show no ports open) and have the latest Windows security updates and have updated anti-virus software running.

These installation instructions may change depending on the version of PC Charge you are using. You should follow the installation directions are included with PC Charge or Payment Server.

Setting up RetailEdge

Once you have PC Charge running on your system(s) and can process the credit cards through PC Charge directly, you will need to set up RetailEdge. To setup RetailEdge to work with PC Charge:

1. Open PC Charge and start the Setup Wizard. (This will give you the information you need when setting up RetailEdge to process credit cards.)

2. In RetailEdge choose Settings |Workstations from the Tools menu item.

3. Select the workstation you want to have work with PC Charge and press the Modify button.

4. On the Edit Workstation screen press the Credit Card (1 of 2) tab.

5. Select Use PC Charge to Process Credit Cards.

6. Press the Edit PC Charge Settings button.

7. Type in the following information:

· Merchant Number: This is the merchant number for the account. It must match the PC Charge Server number.

· Processor ID: This is an abbreviation for the Credit Card Processor. It must match the PC Charge Server ID (The name found in parentheses) exactly.

· PC Charge UserName: This value should match the value for the PC Charge Client User. It has to be a valid user in the PC Charge Server list. This most likely should match the Client User name for the client running on your local computer.

· Path to Server: This is the IP address of the PC Charge Server (e.g. 127.0.0.1 or 192.168.1.100). To verify the IP address of the computer that the PC Charge Server is on, choose Server Connection from the Tools|Settings menu item in RetailEdge. Then press the LAN info button. The IP is usually listed as the 2nd IP under My Local Network Connection(s).

· Port for TCP: This value should match the port you are using for TCP in PC Charge as described above.

· Timeout: This is the length of time RE will wait until it gives up on a response from PC Charge. With modems, a good initial setting is anywhere from 120 seconds to 180 seconds. You can always reduce the initial timeout settings in the future. The best value for your system will vary based on the speed of your modem, the speed of your computer, the speed of your network and how quickly the processor responds. This setting should be 10 to 20 seconds greater than the timeout value set in PC Charge.

8. Press the Ok button to save.

9. Press the Credit Card (2 of 2) tab and add any up to four receipt messages that you want to have displayed on printed credit card receipts.

10. If you are finished editing the workstations settings, press the Save button to save your credit card settings and exit out of the workstation settings.

Setting Up Payment Mediums

After you have set up the processing options you need edit the payment mediums by choosing Payment Mediums|Edit Payment Mediums from the Tools Menu option. Select the payment mediums that will be used to process credit cards by checking the checkbox Process As a Credit Card. When this box checked, RetailEdge will then ask for credit card information on the payment screen when you apply a payment to this payment medium.