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OCS Credit Card Integration

In order to implement this module, it is necessary to purchase PC Charge Payment Server and a license.  All calls to the server will be made via the OCS server, through a single license. 

PC Charge Payment Server Configuration[1]

Step 1:  From the main screen select Setup, and then select Preferences.  T

The use of a password is not necessary, but may prevent unwanted users from changing any of the settings.  If you choose to enter a password, it will be necessary to enter it each time you use the PC Charge software.  Select all credit cards you choose to allow.  You will need a Processing Company (clearinghouse) to handle each of the cards selected.  Some processing companies will handle more than one type of card. 

Note: The above screen shot shows the option Require Duplicate Transactions to be Forced as being unchecked.  If this option is selected, users will not be able to add the same value to their accounts twice (e.g. the user will be able to add $10, but the next time he or she will need to choose some other value). 

Step 2: Select the Advanced… button. 

OCS communicates with the PC Charge software via sockets, so it is necessary to select the Use TCP/IP Connection option, and enter in a port number on which to communicate.  The default port is 31419, but if this conflicts with another program, it can be changed.  Select OK when you are done, then select OK on the Preferences screen.

Step 3: From the main screen, select Setup, and then select Merchant Setup, and then select Setup Wizard.   

Select Next 

To add a processing company, select the Add button. 

Use the drop-down box marked Processor to select your clearinghouse.  In order to use this software, you will need to register with at least one processing company.  As part of this registration, you will receive a Merchant Number.  This number will ensure that funds being deducted from the end-users credit card are transferred to the appropriate bank account.  After selecting your processor, enter in your Merchant/TID and the appropriate serial number, then select OK.  You should now see your merchant number listed under the Credit Card Company Numbers. 

Step 4: Continue through the wizard by selecting either Next, OK or Finish.  The PC Charge Payment Server now has the minimum settings necessary to work with OCS.
 

OCS Credit Card Configuration

The program CrCard_Cfg.exe must be run in order to properly configure OCS to integrate with the PC Charge software.   

To change the settings, select Configure Now. 

Step 1: This screen allows you to identify the server on which PC Charge Payment Server is running. 

By default, the IP address of the OCS server will be listed, as well as the PC Charge default port (31419).  If the PC Charge software is running on another computer, the IP address of that computer must be entered here.  As well, if the default port was changed within PC Charge, that change must be reflected here.  Select Test Connection to verify that the settings are correct.  Select Next to continue.

Step 2: The following screen allows you to enter your processing company information.  Select your processing company from the drop down list, enter your manufacturer code and select the associated credit cards.  After entering in the appropriate information, select the Add button.   

To modify or remove saved information, select it from the list by double-clicking on the entry, make the necessary changes and then choose either the Edit button or the Remove button. 

Step 3: Each Credit Card station needs to be registered with the OCS system.  This allows you to assign specific Merchant Numbers to each station. 

Step 4: The user interface of the Credit Card Station can be customized to meet your needs. 

The credit card number, expiry date and transaction amount are all mandatory fields.  However, the user can also be prompted to enter his or her name, street address, zip code, and/or card verification value (security number).  The more fields the customer is required to enter, the higher the level of security of the system. 

As a fee is applied for processing a credit card transaction, you can set a minimum amount is applied to the account to prevent abuse of the system. 

If you are using a touch-screen for the Credit Card Station, select this checkbox.  In this case, the screen appearance will be more suitable for a non-keyboard interface (e.g. larger buttons). 

OCS can pull information from the user’s account after validation – name, address and zip code.  To enable this feature, select Get selected fields from file after validating account and PIN.  If this option is selected, you can choose to allow users to enter this information and then save it back to their account. 

Selecting Next will bring you back to the initial screen.  At any point during this configuration, you can choose to return to a previous screen by selecting the Back button.

OCS Credit Card Station

The Credit Card Station is the program end-users use to apply funds to their OCS accounts from a credit card.  Based on the configuration you choose, the actual screen appearance may vary from those used below. 

Without A Touch-Screen:

If this option is selected,  

Before proceeding, the user must enter a valid account and PIN in order to access the system.  Once entered, the user should select Validate Account.  If the account is valid, the user will then see the following: 

Depending on which fields have been selected in the configuration, some of the above may not be visible.  The user will need to enter his or her credit card number (either manually, or using a card swipe), expiry date, an amount to add, and then select the type of credit card being used (e.g. Visa).  The additional fields (i.e. address and zip code) can be saved back to the account by selecting Save Address Info. 

After entering in the required information, the user should select Process Transaction.  The PC Charge Payment Server will be contacted, and the transaction verified.  A successful transaction will show a message listing the transaction number, and an unsuccessful transaction will return a message with the error. 

If the touch-screen option is selected, the process will be the same, but the screens will appear as follows: 

The initial screen prompts for a valid account and PIN.  The user can use the on-screen keyboard to enter this information.  The cursor initially appears in the account field.  To move the cursor to the PIN field, the user simply touches the screen where it says PIN.  Once this information is entered, the user selects Validate Account.  A successful validation will enable the Next button, which the user selects to enter in his or her credit card information. 

As with the non-touch-screen version, the user must enter in the required information and then select Process Transaction.  Success or failure will be indicated on the screen.