1. e-Commerce 4.x for Colleague Advancement (IA 28090) Cindy Stair Lead Developer/Designer Datatel, Inc.

2. Topics for Discussion What is e-Commerce 4.x? CA Specific Installation / Setup Items What it Looks Like in Colleague Advancement One-Time Credit Card Payments (UI 4) Recurring Contribution Setup (UI 4) WebAdvisor Credit Card Payments Additional Notes about e-Commerce 4.0 What’s coming with e-Commerce 4.1 Where to find additional information

3. What is e-Commerce 4.x?

4. e-Commerce Regulatory Evolution Problem: On-going regulatory changes for Payment Applications Solution: Move to a “Hosted Model” where Payment Providers have responsibility for regulatory compliance

5. As of e-Commerce 4.0… Entry, authorization, and storage of credit card information now done on a Datatel partner payment provider’s website Colleague no longer stores encrypted credit card data –except for last 4 digits of the CC & encrypted expiration date CA continues to support recurring credit card donations E-Check processing does not change

6. Supported Payment Providers

7. Advancement Specific Installation Notes

8. Requirements / Dependencies Colleague Advancement and Colleague Student System must upgrade e-Commerce at the same time Installation and Setup of e-Commerce 4.0 requires Datatel Core Web Services, the Datatel Payment Gateway and coordination with your payment provider

9. Payment Gateway A.NET web application installed on an external facing Windows server Directs a user and relevant default payment data to your payment provider’s secure website Updates the pertinent payment confirmation information back in Colleague or Datatel Recruiter

10. Changes to Payment Provider Mapping e-Commerce 3.7 CA Transaction Types : INTERNETCC – all credit card transactions WEBCHECK – all e-check transactions e-Commerce 4.0 CA Transaction Types : INTERNETCC – WebAdvisor CC sales WEBCHECK – WebAdvisor E-checks MOTO – Mail/Phone CC sales (UI forms) CKNPRES – Mail/Phone e-check sales (UI forms) RCCSETUP – Recurring Donation Setup for Credit Cards (UI forms) RCCSALE – Recurring Donation Credit Card Sales

11. When the CA e-Commerce 4.0 Update is Loaded Post Install Utility Removes encrypted credit card number and CVV2 data from all existing CA.PAYMENT records Disables Web Make a Gift and Web Make Pledge Payment Will need to re-enable once all e-Commerce Setup and Configuration is complete The Enterprise CRM (aka CORE) update also updates PAYMENT.METHOD records so that only those that are e- commerce enabled are usable on the web

12. Automatic and Recurring Payments All existing automatic credit card contributions need to be pre-authorized The expiration date and last 4 digits of the credit card used are still stored in CA AUTO/ADUE processes are still used to generate the automatic payments Credit card information must be re-entered on the payment provider site.

13. e-Commerce 4.0 File Changes New File: EC.PAY.TRANS Contains data for 1-time credit card payments ECT.LOG file still stores e-Check information as well as credit card transactions generated by AUTO/ADUE

14. So what will it look like …

15. Enabling e-Commerce for a Session

16. One-Time Credit Card Payments Gift Entry (GFE) Pledge Payment Entry (PPE) Matching Gift Entry (MGE) Actualized Gift Entry (AGE) Dues Entry (DUE)

17. Gift Entry

18. Interim Page PayPal Official Payments

19. PayPal as Payment Provider

20. PayPal

21. Meanwhile – back in the UI session

22. Re-Accessing a Successful Payment

23. Credit Card Inquiry

24. Official Payments as Payment Provider

25. Official Payment – Page1

26. Official Payments – Page 2

27. Official Payments - Confirm

28. Recurring Contribution Setup Auto Pay Pledges Recurring Donations Auto Pay Memberships

29. Auto Pay Pledges/Recurring Donations

30. PayPal “Verify Your Card”

31. OPC Wallet Setup

32. WebAdvisor Credit Card Payments Affects the following CA WebAdvisor Forms: Web Make A Gift Web Make a Pledge Payment

33. Web Make a Gift

34. Redirecting donor to Payment Provider

35. PayPal Credit Card Processing Form

36. Completing on-line Gift

37. Confirmation Form

38. e-Commerce 4.0 E-Commerce 4.0 in Managed Deployment as of September 30, 2010 Managed Deployment of e-Commerce 4.0 will end on March 22, 2011 - General Delivery at that point. A well thought-out implementation plan with a timeline is still required!

39. e-Commerce 4.x Installation Services e-Commerce e-Learning Portal Installation Services including the installation and configuration of the Envision software updates, the Colleague Core Web Service and the Payment Gateway Client Communities and the e-Commerce 4.X Forum Sign-up for “Office Hours” with Datatel staff through the webdemo room

40. What’s coming with e-Commerce 4.1 New Payment Provider “Look ‘n Feel” Card swiping for the ST application Official Payments “cancel” button will cancel the transaction and properly re- direct you back to either WebAdvisor or UI

41. Additional Information Other Sessions “eCommerce 4.0 for the IT Professional” Today, 1:40 – 2:30, Potomac 1-3 “e-Commerce 4.0 Update” Today, 2:40 – 3:30, Potomac 1-3 CA Specific e-Commerce 4.0 Beta Union University, Jackson TN (OPC) Documentation Resources Installation manuals for migrating and newly implementing clients

42. Want to be a Beta for e-Commerce 4.1? Datatel is currently looking for 1 or 2 additional clients interested in being a beta going from e-Commerce 3.7 to e-Commerce 4.1. Give your business card to any of the following Datatel people: Nancy Smith Nicole Cavaleri Stephanie Soos

43. Session: IA 28090 Cindy Stair Lead Developer/Designer Datatel, Inc. crs@datatel.com