Sapphire Management Suite Transaction Manager

Sapphire Management Suite Base 165 (1.10) Sapphire Transaction Manager May 12, 2009 VeriFone®, Inc. 2099 Gateway Place Suite 600 San Jose, CA 95110 Telephone: 408-232-7800 http://www.verifone.com Printed in the United States of America. © 2009 by VeriFone, Inc. No part of this publication covered by the copyrights herein may be reproduced or copied in any form or by any means — graphic, electronic, or mechanical, including photocopying, taping, or information storage and retrieval systems — without written permission of the publisher. The contents of this document and all features and specifications are subject to change without notice. The information contained herein does not represent a commitment on the part of VeriFone, Inc. Publications are not stocked at the address given above. Requests for VeriFone publications should be made to your VeriFone representative. VeriFone, the VeriFone logo, and Ruby SuperSystem are registered trademarks of VeriFone, Inc. Sapphire, Topaz, HPV-20, Ruby Manager, Everest, EASY ID, Electronic Journal On-site, and Ruby Card are trademarks of VeriFone, Inc. in the U.S. and/or other countries. All other trademarks or brand names are the properties of their respective holders.

EASY ID EASY ID is a part of a comprehensive retailer awareness program to ensure the legal sale of age-restricted products. Do not rely on EASY ID as the only source of information. It does not take the place of a trained, aware, and conscientious retailer and cashier. EASY ID should only be used in states which permit the electronic verification of information from drivers’ licenses. Retailers should determine that electronic verification is permitted in their states. Drivers’ licenses from all other states require the use of the “manual” function.

Note: All software is provided as is, without any warranty of any kind, whether direct, indirect, exemplary, special, consequential, incidental, or otherwise with regard to any use of EASY ID. 1. Make sure the current date and time are correctly set. If the date and time are not set correctly, the unit may not display the correct information when an identification is checked.

2. Make sure the lamination (plastic) surrounding the identification is intact and clear. 3. Make sure the picture and/or description match the customer. 4. Make sure the words are all legible and clear. 5. Make sure any holograms or watermarks are visible. Weights and Measures Support for cash and credit pricing at the dispenser requires explicit cash and credit selections on the dispenser. This is in compliance with the Weights and Measures Guidelines for Selectable Unit Price Capability, section G-S.5.1.

Note: This Ruby software supports a POP Discount feature, which allows a

point-of-purchase discount on fuel based on the purchase meeting certain pre-defined transaction criteria. It is possible that the Weights and Measures department in your state may consider this POP Discount feature, when used in a post-pay scenario, to be in violation of state regulations. YOUR IMPLEMENTATION OF THE POP DISCOUNT FEATURE IS DONE AT YOUR OWN RISK. VERIFONE EXPRESSLY DISCLAIMS ANY LIABILITY FOR CLAIMS, FINES OR DAMAGES RESULTING FROM IMPLEMENTATION OF THE POP DISCOUNT FEATURE IN A LOCALE WHERE IT IS DEEMED A VIOLATION OF LOCAL OR STATE REGULATIONS. YOU SHOULD CONSULT YOUR LOCAL WEIGHTS AND MEASURES ENFORCEMENT GROUP BEFORE IMPLEMENTING THE POP DISCOUNT FEATURE.

CONTENTS Sapphire Transaction Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 Log On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 Log Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 Exit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 Archive New Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 Archive All Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 Transaction Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 Transaction Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Index

May 12, 2009

ii

Sapphire Transaction Manager

May 12, 2009

SAPPHIRE TRANSACTION MANAGER The Sapphire™ Transaction Manager includes two methods for locating and viewing transactions: the Transaction Viewer, which provides extensive search and filtering operations, and the Transaction Manager, which allows you to view all transactions, only monetary transactions, or only non-monetary transactions. In addition, you can use the Transaction Manager to archive either the newest or all transactions on the local computer. The Transaction Manager menus are:

May 12, 2009

■

Session

■

Tools

■

Help

2

Sapphire Transaction Manager

SESSION Log On In order to use a Sapphire Management Suite component, you must log on to a Sapphire Site Controller. Before beginning, obtain the address of the Sapphire (IP address or host name), a user name, and a password.

Note: The Session Log On dialog box retains previous Sapphire addresses and the last user name entered. 1. If the Session Log On dialog box is not open, click Session > Log On.

2. Enter the Sapphire IP address or the host name. The default host name using the VeriFone HPV-20 Manager’s Control Station is “sapphire.”

3. Enter your user name. 4. Enter your password. (See “Passwords” below.)

Note: The Secure Sockets Layer (SSL) certificate ensures that data sent to or from Sapphire is encrypted for security and privacy.

5. Click OK to connect to the Sapphire Site Controller. After you have logged on, the status bar on the bottom of the main window displays “Connected” along with the site ID and the IP address of the Sapphire.

Note: After 15 minutes of inactivity, the connection is lost and you must log on again.

May 12, 2009

Sapphire Transaction Manager

3

Passwords Follow these guidelines for passwords: ■

An Administrator can change your password at any time.

■

Passwords must be at least seven (7) characters in length and contain at least one (1) digit and one (1) letter.

■

Passwords expire at least every 90 days (maybe more frequently, depending on configuration.)

■

You cannot reuse your last four passwords.

■

If an invalid password is entered six consecutive times, your user account is inactivated for 30 minutes. The Administrator can assign a password so that you can log on immediately.

Log Off To leave a Sapphire Management Suite component session, click Session > Log Off. The Session Log On dialog box appears so that you can log on again later.

Exit To close a Sapphire Management Suite component, click Session > Exit.

May 12, 2009

4

Sapphire Transaction Manager

TOOLS The Tools menu contains the following commands: ■

Archive New Transactions — Download to the local computer the transactions that have occurred since the last archiving operation.

■

Archive All Transactions — Download to the local computer all transactions, whether they were previously archived or not.

■

Transaction Viewer — Display transactions and use extensive filter and search functionality.

■

Transaction Manager — Display all transactions, only monetary transactions, or only non-monetary transactions.

■

Options — Select the location on the local computer to which transactions are archived. Choose to automatically archive new transactions when logging on.

May 12, 2009

Sapphire Transaction Manager

5

Archive New Transactions The Sapphire Transaction Manager allows you to download transactions from the Sapphire Site Controller to the local computer. When you select Archive New Transactions, all transactions that have occurred since the last archiving operation are downloaded from the Sapphire and stored on the local computer. See “Options” for information about selecting the storage location on the local computer and automatically archiving new transactions when logging on.

To archive new transactions Click Tools > Archive New Transactions. The Archiving Transaction dialog box appears with a progress indicator. New transactions are downloaded to the destination that you selected.

Note: A subfolder with a unique name is created during the initial archiving process. If multiple Sapphires are in use, the transactions for each Sapphire are archived in a separate folder with a unique name.

Archive All Transactions The Sapphire Transaction Manager allows you to download transactions from the Sapphire Site Controller to the local computer. When you select Archive All Transactions, all transactions, whether previously archived or not, are downloaded and stored on the local computer. See “Options” for information about selecting the storage location on the local computer.

To archive all transactions Click Tools > Archive All Transactions. The Archiving Transaction dialog box appears with a progress indicator. All Transactions are downloaded to the destination that you selected.

Note: A subfolder with a unique name is created during the initial archiving process. If multiple Sapphires are in use, the transactions for each Sapphire are archived in a separate folder with a unique name.

May 12, 2009

6

Sapphire Transaction Manager

Transaction Viewer The Transaction Viewer allows you to retrieve specific transactions and view the details of each transaction. To produce a list of the transactions that meet your criteria, you can select the transaction type. For sales-related transactions, you can further refine the search by selecting criteria and/or using the Transaction Viewer filtering feature. For example, to produce a list of unleaded fuel sales, do the following: 1. In the Trans Types Criteria list box, select Sales. 2. In the Extended Criteria list box, select Fuel Sale. 3. In the Filter list box > Filter column, select Fuel Product. 4. In the Filter list box > Oper column, select “=”. 5. In the Filter list box > Value column, enter UNLD. 6. Click the Filter button. The list of transactions that meet your criteria appears. (To further refine the list, you can repeat the filtering process.)

Note: The default view, which appears when the Transaction Viewer is opened, shows all transactions for the current shift.

May 12, 2009

7

Sapphire Transaction Manager

Toolbar Buttons

Button

Name

Description

Open Local TLog File

Opens the transaction file that is archived on the local computer. (Browse to select the file and click Open.)

Open Sapphire TLog File

Opens the transaction file on the Sapphire Site Controller. (Select the period and click Open.)

Search

Searches transactions for the selected criteria. The cursor moves to the first occurrence of the transaction requested.

Filter

Displays the results of filter criteria selected or entered in the Trans Types Criteria, Extended Criteria, or Filter selection boxes.

View Detail

Opens a window to display the details for a selected transaction. To see details for multiple transactions, hold down CTRL and click the gray border cell for each transaction row.

Find

Advances the cursor to the next transaction that matches the information at the cursor’s current location. For example, the cursor is currently located on a transaction type “suspended sale.” Click Find to locate the next suspended sale.

Home

Moves the cursor to the top of the transaction list.

(Go to Top of List) Print List

May 12, 2009

Prints the current transaction list. If filters have been applied, the resulting list is printed.

8

Sapphire Transaction Manager

Search Criteria

The Trans Types Criteria list box contains all of the transaction types that may be viewed. If you select a sales-related type, applicable criteria may be selected from the Extended Criteria list.

The Extended Criteria list box contains criteria that can be selected to refine search results for the sales-related transactions selected in the Trans Types Criteria list box.

The Filter list box allows you to refine your search by defining search criteria. •

Filter — Contains a list of the current types or IDs in the entire transaction list.

•

Oper — Contains a list of predefined operators that are appropriate for the types in the Filter column. The possible operators are: LIKE, =, >, =, Transaction Viewer. The Transaction Viewer appears.

May 12, 2009

10

Sapphire Transaction Manager

2. Do any or all of the following: – Use Transaction Types — In the Trans Types Criteria list box, select the transaction type(s) that you want to view. Click the Filter button. The results appear in the transaction list. – Use Extended Criteria — (For sales-related transaction types) In the Extended Criteria list box, select the sales type(s) that you want to view. Click the Filter button. The results appear in the transaction list. – Use Filter — In the Filter list box, select a filter and an operator, then select or enter a value. Click the Filter button. The results appear in the transaction list. – View Details — Select the transaction and click the View Detail button.

Note: To see the details for multiple transactions, hold down CTRL, click the gray border cell for each transaction row, and click the View Detail button.

3. Click File > Close to close the Transaction Viewer.

To return the transaction list to its unfiltered state 1. Clear any Filter values that you have entered or selected. 2. Select Show All in the Trans Types and Extended Criteria list boxes. 3. Click the Filter button.

May 12, 2009

Sapphire Transaction Manager

Transaction Manager The Transaction Manager allows you view all transactions, only monetary transactions, or only non-monetary transactions. Transactions can be sorted according to transaction number, type, day/shift, date/time, or transaction data.

To use the Transaction Manager 1. Click Tools > Transaction Manager. The Transaction Manager appears.

2. Do any of the following: – View all transactions — Select the All option button. – View only monetary transactions — Select the Monetary option button. – View only non-monetary transactions — Select the Miscellaneous option button.

May 12, 2009

11

12

Sapphire Transaction Manager

– –

Sort transactions — Click the column headings. View details — Double-click a transaction. To view the transaction in XML format, click the XML View button. Click Done when you are finished viewing details.

3. Click File > Close to close the Transaction Manager.

May 12, 2009

13

Sapphire Transaction Manager

Options The Options command allows you to select the location for storing archived transactions, whether Archive New Transactions or Archive All Transactions is selected. In addition, you can ensure that all new transactions are downloaded to the computer each time you log on to the Sapphire Transaction Manager.

To select a location for storing archived transactions 1. Click Tools > Options. The Options dialog box appears.

2. Browse to and select the folder in which you want to store archived transactions. 3. Click Apply.

Note: A subfolder with a unique name is created during the initial

archiving process. If multiple Sapphires are in use, the transactions for each Sapphire are archived in a separate folder with a unique name.

4. To archive new transactions each time you log on to the Sapphire Transaction Manager, click the Archive New Transactions at Log On check box. (Or, clear the check box so that new transactions are not archived at log on.) 5. Click Apply. 6. Click OK.

May 12, 2009

14

Sapphire Transaction Manager

May 12, 2009

Index A

P

archive all transactions 5 new transactions 5 new transactions at log on 13 storage location 5 storing transactions 13

passwords 3

B buttons, toolbar 7

E exit 3

L log off 3 log on 2 SSL 2

M monetary transactions, viewing 11

N non-monetary transactions, viewing 11

O options archive at log on 13 storing transactions 13

May 12, 2009

S Sapphire Transaction Manager about 1 exit 3 log off 3 log on 2 passwords 3 search criteria extended criteria 8 filter, oper, value 8 trans types 8 Secure Sockets Layer (SSL) 2 shortcut menu 9

T toolbar buttons 7 tools, list of 4 Transaction Manager about 11 criteria 11 secure connection 2 using 11 Transaction Viewer about 6 return to unfiltered state 10 search criteria 8 shortcut menu 9 toolbar buttons 7 using 9 transactions archiving all 5 archiving new 5

storing archived 13 viewing 11

16

Sapphire Transaction Manager

May 12, 2009