Rapid Connect℠ Sandbox User Guide © 2012 First Data Corporation. All Rights Reserved. All trademarks, service marks, and trade names referenced in this material are the property of their respective owners. Confidential and Proprietary to First Data Corporation. Rapid ConnectSM Web Application User Manual Table of Contents RAPID CONNECT℠ USER MANUAL .................................................................................................... 3 ABOUT THIS MANUAL ........................................................................................................................... 3 CONVENTIONS USED IN THIS MANUAL ................................................................................................... 3 ICONS USED IN THIS MANUAL ............................................................................................................... 4 CHAPTER 1: USING THE SANDBOX .................................................................................................. 5 IN THIS CHAPTER ................................................................................................................................. 5 CHAPTER DEFINITIONS ......................................................................................................................... 5 SANDBOX OVERVIEW ........................................................................................................................... 5 ACCESSING THE SANDBOX FROM THE DASHBOARD ................................................................................ 6 ACCESSING THE SANDBOX FROM THE PROJECT PROFILE ....................................................................... 7 ACCESSING THE SANDBOX FROM THE NAVIGATION BAR ......................................................................... 9 SANDBOX TRANSACTION RESULTS ...................................................................................................... 11 TRANSACTION DETAIL ........................................................................................................................ 12 SUBMITTING FOR CERTIFICATION - SANDBOX ....................................................................................... 15 SUBMITTING FOR CERTIFICATION – PROJECT PROFILE ......................................................................... 17 CHAPTER 2: COMPLETING YOUR CERTIFICATION ...................................................................... 19 IN THIS CHAPTER ............................................................................................................................... 19 VALIDATION REPORT .......................................................................................................................... 19 REQUESTING A VALIDATION REPORT – PROJECT PROFILE ................................................................... 21 CERTIFICATION LETTER ...................................................................................................................... 23 Rev: V5 Page 2 of 24 First Data Learning Organization Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rapid ConnectSM Web Application User Manual Rapid Connect℠ User Manual About This Manual The Rapid Connect℠ Web Application is a complete developer resource portal that was designed to make it easier for you to develop and certify POS payment applications with First Data. This tool will allow you to test online with automated diagnostic tools that recognize and remedy failure points, speeding up code review and significantly decreasing certification time. Conventions Used in This Manual In order to help you find what you’re looking for fast, several conventions have been used in this manual. What You Will See… What You Will Do… Click the START button. When an action on your part is required such as clicking on a button or hyperlink, the name of the button or link will always be CAPITALIZED and bold. Click START > ALL PROGRAMS > EIDS. When a series of actions is required, for functions such as drilling down a menu of options, the individual selections will be separated by a “>.” Type John Q Public in the USER NAME field. When the directions are asking you to type something specific into a field, the field will appear in ALL CAPS and the text to be typed will appear in italics. Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rev: V5 Page 3 of 24 Rapid ConnectSM Web Application User Manual Icons Used in This Manual To make your experience with this manual easier, various icons have been placed in the margins to indicate particular points of interest. Tech Talk: Information related to this icon tends to be technical in nature. It lets you know what you’re looking at refers to items such as system requirements or back-end information that may come in handy for troubleshooting in the future. Caution: Watch Out! This icon lets you know that the information you’re looking at is critical to the success of the procedure or function you’re reading about. Ignoring the warning could cost you valuable time. Security: This icon is a reminder that the type of information being discussed is of a sensitive nature (Account numbers, passwords, merchant IDs) and needs to be handled with care. Tip: This icon indicates a best practice such as time saving short cuts or hints about how to work smarter instead of harder. Remember: This icon is used to indicate important and critical details. It gives you a heads up that the corresponding information is something you should read carefully and pay close attention to. Missing the information pointed out by this icon could mean missing an important step necessary to function or procedure your reading about. Rev: V5 Page 4 of 24 First Data Learning Organization Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rapid ConnectSM Web Application User Manual Chapter 1: Using the Sandbox In This Chapter Sandbox Overview Accessing the Sandbox from the Dashboard Accessing the Sandbox from the Project Profile Accessing the Sandbox from the Navigation Bar Sandbox Transaction Results Submitting for Certification Chapter Definitions Txn Type: Transaction Type TID: Terminal ID UMF: Universal Message Format Sandbox Overview The Sandbox is an interactive transaction search and display application that provides the developer with the ability to view and analyze the request and response messages affiliated with a test transaction. Using the test script in the SDK you will be able to process UMF transactions and transmit them to the Rapid ConnectSM application using your chosen connectivity. Test script transactions will receive a pass or fail score indicating whether the request message met all of the requirements of that particular test transaction. Random transactions not included in the test script can also be processed, but will not receive a pass/fail status. After processing test transactions, you can access the Rapid ConnectSM Sandbox to see the results. The options for accessing the Sandbox are shown below. Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rev: V5 Page 5 of 24 Rapid ConnectSM Web Application User Manual Accessing the Sandbox from the Dashboard This is probably the quickest and easiest way to access the Sandbox for your projects. Step Action 1 If you are not already on the DASHBOARD Page, click on the DASHBOARD menu item. 2 Within the MY PROJECTS component on the dashboard, click on the VIEW SANDBOX link on the right side of the entry for the corresponding project ID. Notes: o Five projects are displayed at a time. If you have more than that open you may need to use the navigation buttons below the table to find your project. o You can search through the projects on this screen by entering in a PROJECT/TPP ID and clicking on the magnifying glass. Result: The Sandbox screen is displayed. Rev: V5 Page 6 of 24 First Data Learning Organization Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rapid ConnectSM Web Application User Manual Step Action Accessing the Sandbox from the Project Profile The second way that you can access the Sandbox is from the PROJECT PROFILE screen. Step Action 1 If you are not already on the DASHBOARD Page, click on the DASHBOARD menu item. 2 Within the MY PROJECTS component on the dashboard, click on the PROJECT/TPP ID link for the project profile that you want to see. Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rev: V5 Page 7 of 24 Rapid ConnectSM Web Application User Manual Step Action Notes: o Five projects are displayed at a time. If you have more than that open you may need to use the navigation buttons below the table to find your project. o You can search through the projects on this screen by entering in a PROJECT/TPP ID and clicking on the magnifying glass. Result: The Project Profile screen is displayed. 3 Click on the View Sandbox link. Result: The Sandbox screen is displayed. Rev: V5 Page 8 of 24 First Data Learning Organization Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rapid ConnectSM Web Application User Manual Step Action Accessing the Sandbox from the Navigation Bar The last option for accessing the Sandbox for your project is from the Navigation Bar. This method can be utilized from any page within the Rapid ConnectSM Web Application, but will require that the user search for their project upon entering the Sandbox page. Step Action 1 From any page in the Rapid ConnectSM Web Application, click on the SANDBOX menu item. Result: The SANDBOX screen is displayed. Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rev: V5 Page 9 of 24 Rapid ConnectSM Web Application User Manual Step Action 2 3 2 Type in the PROJECT/TPP ID in the input box. 3 Click on the magnifying glass to search for your project. Result: The Sandbox screen is displayed with the 10 most recent transactions. Rev: V5 Page 10 of 24 First Data Learning Organization Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rapid ConnectSM Web Application User Manual Sandbox Transaction Results The Sandbox screen is divided into two sections which provide you with different information on your project. This table will provide you with an overview of what to expect in the two sections. Section PROJECT SUMMARY Description The PROJECT SUMMARY section of the Sandbox will contain a summary of the project information, including: Hyperlink to the PROJECT PROFILE screen Application Name Rapid Connect ID Company ID Current Status Action drop down menu. This menu allows you to change the status of your project directly from the Sandbox page. TRANSACTION The transaction data displayed in the Transaction Details DETAILS section will show you summary information about the transactions you’ve processed to help you identify the particular test case and determine whether a transaction passed or failed the requirements of that test case. The default view of this section displays the most recent 10 transactions processed using TID 1. Additional transactions can be viewed either by utilizing the pagination buttons at the bottom of the screen or by conducting a transaction search using specific search criteria. Notes During the Development phase of the project life cycle you can process as many transactions as necessary to aid in the development process and to prepare for the Certification process that will occur in the next phase of the project life cycle. Testing and Validation will occur on all transactions processed on all three Terminal IDs, although the Certification process will only occur on Terminal ID 1. Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rev: V5 Page 11 of 24 Rapid ConnectSM Web Application User Manual Transaction Detail Here you will find the steps for using the TRANSACTION DETAILS section of the SANDBOX page. Step Action 1 Review the transactions that you conducted by looking at the PASS/FAIL column. 2 3 4 5 2 Results can be filtered by selecting an option or entering text in the following fields: TXN TYPE PAYMENT TYPE AMT TID ACCT# DATE 3 Click on the magnifying glass to execute a search of the transactions to find the specific items you wish to view based on your search criteria. Note: Transactions processed when the project status is Development, Review, Accepted, or Complete, are retired from the system after they reach an age of 14 days and you will no longer be able to view data for those items. Transactions processed when the project status is Certification, however, are maintained on the system in an archive file for a duration of 7 years. Rev: V5 Page 12 of 24 First Data Learning Organization Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rapid ConnectSM Web Application User Manual Step Action 4 If you want to view the raw XML data of the request and response messages for a specific transaction you will click on the LogTran link. Result: The TRANSACTION LOG pop-up window is displayed. 5 If you want to view the parsed request message along with further information about which fields might be in error, click on the DebugTran link. Result: The TRANSACTION DEBUG LOG pop-up window is displayed. Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rev: V5 Page 13 of 24 Rapid ConnectSM Web Application User Manual Step Action Rev: V5 Page 14 of 24 First Data Learning Organization Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rapid ConnectSM Web Application User Manual Submitting for Certification - Sandbox When you have successfully processed all of the Certification Test Script transactions and received a Pass validation on each in the Development stage, you are ready to begin the Certification process. During the Certification stage, you will be required to process all of the Certification Test Script transactions on TID #1, in a single pass with no errors within a 36 hour window. To begin this process, you can submit the application for certification. This should occur ONLY when all of your initial development, functional testing, and unit testing are complete. The automated certification process will allow you to complete approximately 90% of the testing that needs to be done for a product to be fully certified. Step Action 1 Using one of the methods discussed in the previous sections, access the Sandbox for the Project ID on which you are working. Result: The SANDBOX screen is displayed. 2 3 2 Select CERTIFICATION from the drop-down menu under the ACTION column. 3 Click on the SUBMIT CHANGES button. Note: You will see a confirmation message display at the top of the screen indicating that the project status has been changed. Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rev: V5 Page 15 of 24 Rapid ConnectSM Web Application User Manual Step Action 4 Begin processing your test script transactions by sending them from your payment application to the Rapid ConnectSM application. Notes: o All Certification Test Script transactions must be processed using Terminal ID 1 for certification testing. No other transactions should be processed on Terminal ID 1 while the Certification process is underway. o You can view the individual results of your Certification stage transactions using the Transaction Details section of the Sandbox as described in the previous section. 5 After processing all of the transactions within the Certification Test Script, you should request an automated validation of the certification run by clicking on the VIEW VALIDATION REPORT link. Note: If all of the tests are passed successfully then the project will automatically be moved to the Review status. At that time a QA Analyst will reach out to you for the remaining documentation (i.e., receipts) and other tests that need to be done to complete the Certification process. 6 If an error is found during the Certification and the Validation Report does not indicate a Pass status, you will have two options: If the error is minor in nature and can be resolved quickly, leave the project in the Certification stage, correct the error, and re-process the entire set of transactions within the test script. If the errors will require significant additional development, migrate the project back to the Development stage by change the status of the project. Once this is done, correct the error, test the new code in the Sandbox, then start the Certification process again beginning at step 1. Rev: V5 Page 16 of 24 First Data Learning Organization Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rapid ConnectSM Web Application User Manual Submitting for Certification – Project Profile The project can be enabled for the Certification stage via the PROJECT PROFILE page in addition to doing so from the Sandbox. Step Action 1 From the My Projects component on the Dashboard page, click on the Project/TPP ID hyperlink for the project ID on which you are working. 2 Click on the Edit Project link. Result: The EDIT PROJECT PROFILE screen is displayed. Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rev: V5 Page 17 of 24 Rapid ConnectSM Web Application User Manual Step Action 3 4 3 Select Certification from the UPDATE STATUS drop-down field. 4 Click on the SUBMIT button. Note: You will see a confirmation message display at the top of the screen indicating that the project status has been changed. 5 Begin processing your test script transactions by sending them from your payment application to the Rapid ConnectSM application. Notes: o All Certification Test Script transactions must be processed using Terminal ID 1 for certification testing. No other transactions should be processed on Terminal ID 1 while the Certification process is underway. o You can view the individual results of your Certification stage transactions using the Transaction Details section of the Sandbox as described in the previous section. Rev: V5 Page 18 of 24 First Data Learning Organization Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rapid ConnectSM Web Application User Manual Chapter 2: Completing Your Certification In This Chapter Validation Report Certification Certification Letter Validation Report After processing all of the transactions within the Certification Test Script, a Validation Report must be requested to complete the transaction processing phase of the Certification process. This action will create a systemic report of your overall progress through the Certification test script and, if fully passed, will notify the QA Analysts that the project has been submitted for Review from the Rapid ConnectSM Web Application. Step Action 1 Access the Sandbox page for your project using one of the methods described previously. 2 In the Project Summary section, click on the View Validation Report link. Result: A dialogue window will open giving you the option to open or save the report. 3 Select the option to Open or Save the report. Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rev: V5 Page 19 of 24 Rapid ConnectSM Web Application User Manual Step Action Result: If you select Open, the report will display in a new window. The report shows the final disposition of each test transaction within the test script. Note: If all of the tests are passed successfully then the project will automatically be moved to the Review status. At that time a QA Analyst will reach out to you for the remaining documentation (i.e., receipts) and other tests that need to be done to complete the Certification process. 4 Rev: V5 Page 20 of 24 If an error is found during the Certification and the Validation Report does not indicate a Pass status, you will have two options: If the error is minor in nature and can be resolved quickly, leave the project in the Certification stage, correct the error, and re-process the entire set of transactions within the test script. If the errors will require significant additional development, migrate the project back to the Development stage by change the status of the project. Once this is done, correct the error, test the new code in the Sandbox, then start the Certification process again beginning at step 1. First Data Learning Organization Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rapid ConnectSM Web Application User Manual Requesting a Validation Report – Project Profile An alternate way to access the Validation Report is shown below. Keep in mind that the report must be requested to complete the transaction processing phase of the Certification process. This action will create a systemic report of your overall progress through the Certification test script and, if fully passed, will notify the QA Analysts that the project has been submitted for Review from the Rapid ConnectSM Web Application. Step Action 1 Click on the Project/TPP ID link within the MY PROJECTS component of the DASHBOARD. Result: The PROJECT PROFILE screen is displayed. 2 Click on the View Validation Report link. Result: A dialogue window will open giving you the option to open or save the report. 3 Select the option to Open or Save the report. Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rev: V5 Page 21 of 24 Rapid ConnectSM Web Application User Manual Step Action Result: If you select Open, the report will display in a new window. The report shows the final disposition of each test transaction within the test script. Note: If all of the tests are passed successfully then the project will automatically be moved to the Review status. At that time a QA Analyst will reach out to you for the remaining documentation (i.e., receipts) and other tests that need to be done to complete the Certification process. 4 Rev: V5 Page 22 of 24 If an error is found during the Certification and the Validation Report does not indicate a Pass status, you will have two options: If the error is minor in nature and can be resolved quickly, leave the project in the Certification stage, correct the error, and re-process the entire set of transactions within the test script. If the errors will require significant additional development, migrate the project back to the Development stage by change the status of the project. Once this is done, correct the error, test the new code in the Sandbox, then start the Certification process again beginning at step 1. First Data Learning Organization Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rapid ConnectSM Web Application User Manual Certification Letter After a project has completed all five stages of the Certification process a Certification Letter will be generated which can be accessed through the Rapid ConnectSM Web Application. Below are the steps for accessing your certification letter. Step Action 1 Login and access the DASHBOARD page. Result: The DASHBOARD is displayed. 2 Within the MY PROJECTS component of the DASHBOARD page, click on the PROJECT/TPP ID for the project. Result: The PROJECT PROFILE screen is displayed. 3 Click on the VIEW CERTIFICATION LETTER link. Confidential & Proprietary to First Data Corporation Rapid Connect User Manual Rev: V5 Page 23 of 24 Rapid ConnectSM Web Application User Manual Step Action Result: A dialogue window will open giving you the option to open or save the report. 4 Select the option to Open or Save the report. Result: If you select Open, the report will display in a new window. The report shows the full payment functionality certified through the Rapid ConnectSM application. Rev: V5 Page 24 of 24 First Data Learning Organization Confidential & Proprietary to First Data Corporation Rapid Connect User Manual