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support:05_device_setup:apps:creditcard:xchargemobile [2015/05/16 11:16]
jmather Change section header
support:05_device_setup:apps:creditcard:xchargemobile [2015/05/27 20:37] (current)
jmather Annotate screen shots. Update Authorization notes.
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 ====== XCharge Mobile Setup ====== ====== XCharge Mobile Setup ======
  
-This document describes installation and setup of XCharge Mobile, the credit card processing application from OpenEdge ​Accelerated Payment Technology.+This document describes installation and setup of XCharge Mobile, the credit card processing application from OpenEdge ​(formerly ​Accelerated Payment Technology).
  
-Tags: xcharge, x charge, credit cards, ​credit card setup+CommLink uses XCharge Mobile to securely execute ​credit card transactions. ​ CommLink then uploads the results of those transactions to Dispatch Direct (the Ranger website).
  
-===== Procedure =====+Tags: xcharge, x charge, credit cards, Android credit card setup 
 + 
 +===== Setup Procedure =====
  
 ==== 1. Install XCharge Mobile ==== ==== 1. Install XCharge Mobile ====
  
-On your mobile device, download XCharge Mobile from the Google Play Store.  ​Either: +On your mobile device, download XCharge Mobile from the Google Play Store.  ​
-  * Follow this link: https://​play.google.com/​store/​apps/​details?​id=com.apt.xcharge&​hl=en +
-  * Or search the Play Store on “xcharge"​ or “xcharge mobile”+
  
-The app is called ​XCharge Mobile ​from OpenEdge+There are two options to find XCharge Mobile ​on the Play Store: 
 +  * Follow this link: https://​play.google.com/​store/​apps/​details?​id=com.apt.xcharge&​hl=en 
 +  * Search the Play Store on “xcharge"​ or “xcharge mobile”
  
-Download the free app to the device+The app is called XCharge Mobile from OpenEdge.  ​
  
-=== Screen Shots ===+Download the free app to your device.
  
 Searching the Play Store for XCharge Mobile: \\  Searching the Play Store for XCharge Mobile: \\ 
  
-{{ :​support:​05_device_setup:​apps:​creditcard:​google_play_xcharge_mobile_search.png?​700 |Search for "​xcharge mobile"​}}+{{ :​support:​05_device_setup:​apps:​creditcard:​google_play_xcharge_mobile_search.png?​600 |Search for "​xcharge mobile"​}}
  
 XCharge Mobile on the Play Store: \\ XCharge Mobile on the Play Store: \\
  
-{{ :​support:​05_device_setup:​apps:​creditcard:​google_play_xcharge_mobile_main.png?​700 |XCharge Mobile}}+{{ :​support:​05_device_setup:​apps:​creditcard:​google_play_xcharge_mobile_main.png?​600 |XCharge Mobile}}
  
 ==== 2. Download CommLink Version 3.00 (or higher) from the Ranger web site ==== ==== 2. Download CommLink Version 3.00 (or higher) from the Ranger web site ====
-First, be sure to Uninstall any versions of the Ranger mobile app (CommLInk) currently on the device (this is essential to avoid database corruption). +  - First, be sure to Uninstall any versions of the Ranger mobile app (CommLInk) currently on the device (this is essential to avoid database corruption). 
- +  ​- ​Then with the browser on the device, ​ go to http://​www.rangersst.com/​mobile/​android/​ 
-Then with the browser on the device, ​ go to http://​www.rangersst.com/​mobile/​android/​ +  ​- ​If you haven'​t already, bookmark this page for future use. 
- +  ​- ​Click on "Other downloads and special test builds"​ at the bottom of the page 
-If you haven'​t already, bookmark this page for future use. +  ​- ​Click on V3.00 (or higher) and the download will begin
- +
-Click on "Other downloads and special test builds"​ at the bottom of the page +
- +
-Click on V3.00 (or higher) and the download will begin+
  
 ==== 3. Login to CommLink ==== ==== 3. Login to CommLink ====
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 === 4c. Do Card Setup === === 4c. Do Card Setup ===
  
-In Settings, select "Card Setup"​.  ​The select "Setup X-Charge Mobile"​. ​ This will open the "​Swiper Setup" screen in XCharge Mobile.+In Settings, select "Card Setup"​.  ​Then select "Setup X-Charge Mobile"​. ​ This will open the "​Swiper Setup" screen in XCharge Mobile.
  
   * If you are using a card reader, select your card reader model at the top of the screen. ​ Then choose "​TEST"​ to test the connection to the card reader. ​ When you're done, choose "​Save"​ at the bottom of the screen.   * If you are using a card reader, select your card reader model at the top of the screen. ​ Then choose "​TEST"​ to test the connection to the card reader. ​ When you're done, choose "​Save"​ at the bottom of the screen.
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 The device should now be ready - Consider creating a test job in Ranger, assigning it to the device (driver/​truck). ​ At ARRIVED, run a credit card authorization with your own credit card for a nominal amount. ​ The authorization process will create a "​token"​ that relates the CC number to the transaction in Ranger. ​ (To be PCI compliant, credit card numbers are only stored in the X-Charge vault; NO CC numbers are stored in Ranger; further, NO credit card numbers should be entered into Ranger note fields. ​ This is an invitation to hackers - jeopardizing the operation of the system.) The device should now be ready - Consider creating a test job in Ranger, assigning it to the device (driver/​truck). ​ At ARRIVED, run a credit card authorization with your own credit card for a nominal amount. ​ The authorization process will create a "​token"​ that relates the CC number to the transaction in Ranger. ​ (To be PCI compliant, credit card numbers are only stored in the X-Charge vault; NO CC numbers are stored in Ranger; further, NO credit card numbers should be entered into Ranger note fields. ​ This is an invitation to hackers - jeopardizing the operation of the system.)
-If successful, Cancel the job; the authorization will expire +  * If successful, Cancel the job; the authorization will expire 
-If not successful, call for troubleshooting assistance+  ​* ​If not successful, call for troubleshooting assistance 
 + 
 +=== Authorization at Arrived (or Hooked) === 
 + 
 +Choose "​Credit Card Authorization"​ from the Arrived (or Hooked) Menu, then enter the Authorization Amount. 
 + 
 +<​html><​center></​html>​ 
 +{{:​support:​05_device_setup:​apps:​creditcard:​commlink_arrived_menu.png?​250|Arrived Menu}}  
 +{{:​support:​05_device_setup:​apps:​creditcard:​commlink_arrived_authorization.png?​250|}} 
 +<​html></​center></​html>​ 
 + 
 +For Keyed entry, the entry form will appear. ​ For Swipe entry, the "​Please Swipe Card" prompt will appear. 
 +<​html><​center></​html>​ 
 +{{:​support:​05_device_setup:​apps:​creditcard:​commlink_arrived_keyed.png?​250|Keyed}} 
 +{{:​support:​05_device_setup:​apps:​creditcard:​commlink_arrived_swipe.png?​250|Swipe}} 
 +<​html></​center></​html>​ 
 + 
 +After entry is complete, the result of the Authorization is displayed. 
 +<​html><​center></​html>​ 
 +{{:​support:​05_device_setup:​apps:​creditcard:​commlink_arrived_success.png?​250|Arrived Authorization Complete}} 
 +<​html></​center></​html>​ 
 + 
 + 
 +=== Sale at Clear === 
 + 
 +Choose "​Payment"​ from the Clear WrapUp Menu, then choose "​Credit Card" and the Amount. 
 + 
 +<​html><​center></​html>​ 
 +{{:​support:​05_device_setup:​apps:​creditcard:​commlink_clear_wrapup.png?​250|Clear WrapUp}} 
 +{{:​support:​05_device_setup:​apps:​creditcard:​commlink_clear_payment_type.png?​250|Clear Payment Tye}} 
 +{{:​support:​05_device_setup:​apps:​creditcard:​commlink_clear_amount.png?​250|Clear Amount}} 
 +<​html></​center></​html>​ 
 + 
 +If a card was successfully Authorized during Arrived (or Hooked), a prompt appears. ​ Choosing "​Yes"​ skips the Keyed/Swipe entry screen and goes directly to the result screen. 
 + 
 +<​html><​center></​html>​ 
 +{{:​support:​05_device_setup:​apps:​creditcard:​commlink_clear_authorized.png?​250|Clear Authorized}} 
 +<​html></​center></​html>​ 
 + 
 +For Keyed entry, the entry form will appear. ​ For Swipe entry, the "​Please Swipe Card" prompt will appear. 
 +<​html><​center></​html>​ 
 +{{:​support:​05_device_setup:​apps:​creditcard:​commlink_clear_keyed.png?​250|Clear Keyed}} 
 +{{:​support:​05_device_setup:​apps:​creditcard:​commlink_clear_swipe.png?​250|Clear Swipe}} 
 +<​html></​center></​html>​ 
 + 
 +After entry is complete, the result of the Sale is displayed. 
 +<​html><​center></​html>​ 
 +{{:​support:​05_device_setup:​apps:​creditcard:​commlink_clear_success.png?​250|Clear Sale Complete}} 
 +<​html></​center></​html>​
  
 ==== 6. Confirm access to OpenEdge / Accelerated portal website ==== ==== 6. Confirm access to OpenEdge / Accelerated portal website ====
  
 You will also want to be sure you have your username and password for the X-Charge Web Portal in a secure, convenient location.  ​ You will also want to be sure you have your username and password for the X-Charge Web Portal in a secure, convenient location.  ​
-The Credit Card transaction report in Ranger will provide a log of processing activity, including a record of the truck/​driver processing a credit card +  * The Credit Card transaction report in Ranger will provide a log of processing activity, including a record of the truck/​driver processing a credit card 
-The X-Charge portal provides information on the processing status of each transaction. ​ If you have not received credentials for the portal, please contact Accelerated (OpenEdge) directly+  ​* ​The X-Charge portal provides information on the processing status of each transaction. ​ If you have not received credentials for the portal, please contact Accelerated (OpenEdge) directly
support/05_device_setup/apps/creditcard/xchargemobile.1431789414.txt.gz · Last modified: 2015/05/16 11:16 by jmather