Sections 1 and 2:

• Initial Login: Pop-Up Blocker / Settings

• User Security

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ProtoBase Suite 6.01.06: ProtoBase UI

On Line Training

Created by:

Elavon Training Department

1. Initial Login: Pop-Up Blocker / Settings

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ProtoBase Suite 6.01.06: ProtoBase UI

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Pop-Up Blocker

The 6.01.06 Version of ProtoBase uses Internet Explorer to display and use the Software.

Internet Explorer usually has “Pop-up Blockers” set in order to block displays from pop-ups when you are logged onto the internet.

ProtoBase Reports display in the form of pop-ups, therefore, pop-up blockers must be turned off when the software is in use, otherwise no reports will display.

The procedure for turning off pop-ups must be repeated for each work station that uses ProtoBase. This is usually a one time function performed with only the initial login. However, if the pop-up blocker is restored when ProtoBase is shut down, it will need to be turned off again when logging into ProtoBase.

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Initial Log In : TURN OFF POP-UP Blocker

Instructions

• Initial Log in to ProtoBase

• Click on Tools

• Click on Pop-up Blocker

• Click on Turn Off Pop-up Blocker.

NOTE: This instruction applies to first time login only (from any work station). It will remain set automatically thereafter (if not manually re-blocked).

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Settings

The display settings for all locations are defaulted to display all transactions in the Active Database when initially installed.

It is recommended that the Administrator reset the Settings with initial log in. This is a “one time” operation that needs to be performed in order to insure the proper transaction display is visible to the user.

The default transaction display shows all transactions, including “Auth Only” transactions which are not part of any batch that can be settled. This often confuses the user in determining which transactions should / can be batched, and can “skew” presettlement reporting causing a mismatch, or no balance reconciliation. The Settings change will reset this default to display only those transactions that are ready for settlement, thereby reducing the chances for error or misinterpretation.

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Settings

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Instructions

• After Initial Log in, click on Setup.

• When the menu on the left displays, click on Location Information

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Settings

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Instructions

• Location Information window will display.

• From Select Location Dropdown box (on the left), select a location

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Settings

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ALL

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Instructions

• After Location displays, select Settings Tab at the top left of the Window.

• Settings information tab will then Display.

NOTE: Default Selection/Edit Display and Default Report Mode will both display the word “ALL.”

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Settings

ALL

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Instructions

• Change Defaults:

• Default Select/Edit Display to “Settlement, “ and

• Default Report Mode to “Selected.”

• Click Save, and then Click OK. You will be prompted to log out and re-login to activate change, Click OK again.

NOTE: This process must be repeated for all locations under the Initial General Set-up Tab. Each location (including Test Location) should be reset, and will require log out and log in to activate.

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Created by:

Elavon Training Department

2. User Security

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ProtoBase Suite 6.01.06: ProtoBase UI

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User Security Training Outline

The purpose of this training is to establish a standardized instruction focused on User Security Processes for Site Administrators.

The training is divided into four sections.– Setting Up Users– Determining Permissions:

• No Templates• Templates

– Unlocking locked out users– Systems Maintenance

• Deleting Former Users • and Changing Passwords

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Instructions

• Log in to ProtoBase

• Click on Set-up

Setting Up New Users

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Setting Up New Users

Instructions

• Click on User Security in the menu located to the left side of the window.

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Setting Up New Users

Instructions

• A window will open revealing User Security

• Click on add user.

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Setting Up New Users Instructions

Default Window. Note: Default settings are:

. No Template which means that permissions are determined manually. And Force Change which means user will be asked to change password with initial login (or password reset).

• Fill in login name (A login name is usually

constructed by using the first initial and last name of the individual. The letters are case sensitive).

• Fill in Name

• Create Password

• Verify Password

• Choose Group from dropdown

NOTE:A password must consist of aminimum of eight and a maximumof twenty characters. It mustcontain at least one special character or number. It is case sensitive (but not required).

********

jbrown John Brown

HOTEL1 ********

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Permissions (No Template)Instructions

• If you are creating

a password for an Administrator, or Assistant Administrator, check the Administrator block at the upper right of the display before continuing.

• This will set the Administrator password to unlock itself an hour after it has becomes locked, and give automatic access to User Security.

jbrown John Brown

****************

HOTEL1

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Permissions (No Template)

Instructions

• If you decide not to use or create a standardized template, you will need to select the permissions manually from the four tabs at the top of the page.

1. Transactions2. Management3. System4. Reports

jbrown John Brown

****************

HOTEL1

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Permissions (No Template) Instructions

• These are the permission displays for Transaction and Management Tabs.

• You may select permissions from the individual check boxes or check the heading boxes to select all the choices in the group below

• Normally, both Limited Users and Administrators will check the transaction heading and populate all the permissions in the Transaction Tab.

• Under the Management Tab, it is normal for only the Administrator to have User Security Selected (under Set-up) and Location Information. Administrator may also have both Database and View Log Headings checked. Limited users would only have the View Log heading checked.

• Permissions for these two tabs will allow all users to perform normal audit procedures, and permit Administrator(s) access to Create new users and perform some advanced database functions.

Administrators Only

Both Admins and LimitedUsers Access

Both Admins and LimitedUsers Access

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Instructions

• These are the permission displays for System and Report Tabs.

• System permissions are for advanced use only, and are generally supervised by the Elavon Help Desk. Only Admins should have any access to these including purging old Authorizations. The general use of these functions are related to systems maintenance and trouble shooting.

• Reports Permissions should be granted to all users. This enables all users to perform reporting functions within the system.

Permissions (No Template)

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Instructions

• Return to User Tab .

• Click on Save

• Click OK on “User has been added” ptompt.

• You will receive a prompt to log out and log in.

• Click OK and your screen will take you back to the original log in display

Permissions (No Template)

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Permissions (Creating and Using Templates)Instructions

• The purpose of a template is to create

standard users, thereby making it easier and quicker to add users, and eliminate guesswork determining user permissions.

• There are generally two types of users. (a) Administrators, and (b) Limited Users. The permissions discussed in the previous three frames define those users and can be preset. The basic difference is that the Administrator has access to User Security and some limited Database functions. The Limited User does not.

• Creating a template.

1. From the initial User Security Window click on Templates (first image).

2. Another window will open. Click on Add Template (second image)

3. In the new window, type in the Template Name (upper left, third image)

4. Assign appropriate permissions to each tab as previously discussed.

5. Click Save

6. You will receive a prompt that says Template has been added. Click OK.

7. You will then receive a prompt (as before) to log out and log in. Click OK. This activates the template.

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Permissions (Adding a User, Using an Existing Template)

Instructions

• Using existing Template.

1. Unclick “No Template” default after clicking on add new user. You will receive a prompt indicating you must choose a template for this user. Click OK.

2. Choose a template from the menu on the left

3. Set up user as before, excepting that you will not have to manually select the tabs and choose all the permissions. The Tabs will be auto-populated with the preset permissions designated for the template being used.

4. Click save on User Tab.

5. You will receive a prompt (as before) that says User has been added. Click OK

6. You will then receive a prompt (as before) to log out and log in. Click OK.

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Unlocking Locked Out Users

Instructions

• From the Initial User Security screen Click on the Login dropdown box and locate the user name of the locked out user.

• Click on user name of locked out individual, and the User Details for that individual will display.

• Remove check mark from the “Locked Out” block.

• Click on the Forced Change block and place check mark in that block.

• Change password and verify.

• Save. Log out and log in following prompts as before in order to activate changes.

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Systems Maintenance – Deleting Former Users

Instructions

• From the Initial User Security screen Click on the Login dropdown box and locate the user name of the person to be deleted.

• Click on user name of individual, and the User Details for that individual will display.

• Click on the delete button next to the add user button, click on both okay prompts.

• Log out and log in when prompted to activate changes.

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Systems Maintenance – Changing Password

Instructions

• Log In to ProtoBase

• Click on Change password on the toolbar.

• You will immediately be prompted to change password (enter old password then change password and login).

• Criteria for password is the same as stated previously, with the exception that you may not use one of the last four passwords used when changing your password.

NOTE: This feature may be used by any user at any time as needed.Every ninety days, you will be prompted to change your password anyway. This is a system requirement for compliance to Payment Card Industry (PCI) Regulations.

John Brown

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