Support Home New Sales Website Old Sales Website Contact Us
RDP Support  


RDPWin KB Booking Engine - IRM.Net RDPWin4 & PCI Compliance Search
Added: 04/10/14

RDPWin Version 4/Shift4
Upgrade Instructions


 

Pre-V4 Upgrade Checklist

Do not proceed with the RDPWin4 upgrade till the following checklist has been completed. 

 

Checklist Completed
Hardware Requirements. verified
Test V4 Conversion in RDPVail office  
Pervasive Version 11.30.051.00 or higher has been installed.  
Customer has reviewed RDPWin Version Pre-Install Checklist
Credit card authorizations have been released.  See Pre-Install Checklist for instructions  
POS/Call Accounting interfaces updated to GUI  
Credentials from Shift4 for the C0 table in RDPWin  
Ability to logon to the RDP Data Server as the domain or local administrator  
.Net 4.6 installed on all servers and workstations  
.Net Crystal installed on all servers and workstations  
All users can be out of the system for at least 4 hours  
Version 4 install files have been downloaded  
Verify the UTG is installed/configured on the RDP Data Server  
Verify encrypted credit card swipes, M130 are configured correctly.  
Verify reports have been converted  
Property has IT Tech available for network troubleshooting  

 

Test V4 Conversion

A week or two prior to the V4 conversion a set of the customer files should be uploaded to the RDPVail office and converted to V4.  This will flush out any potential issues. 

  • Use Win4Test.bat from a mapped drive to copy the files.  Win4Test.bat is located in F:\Batch or on your local in C:\RDPWin3.  Win4Test.bat will copy the necessary files from RDP01 to ..\rdp\Win4Test.  The files may then be zipped up and copied to F:\Customers for testing

Interfaces Upgraded

If the customer has a POS, (RA Module), call accounting, (R7 Module), PBX/Maid (RG/RK), or voicemail (RM), they must update to RDP GUI Interfaces prior to installing RDPWin4. 

 

Shift4 Customer Configuration Report

There should be a saved document on the RDP Server desktop called Setup.txt.  This file should've been updated by the customer with the assistance of Shift4.  It will provide all of the serial #s,passwords, account ids, 4res key, etc that you will need.  If for some reason it is not there ask the customer if they should have received an email with a PDF from Shift 4 with their Merchant ID, Serial number and Api password.  We will need this information to fill out the Shift4 configuration in RDPWin.  It will be similar to the following document

 

 

 

 

 

 

 

UTG is installed/configured on the RDP Data Server

The UTG, (Universal Transaction Gateway) needs to be installed and configured correctly prior to upgrading the customer to RDPWin4.  If the UTG is not installed or configured, the customer will need to contact Shift4 support.  The UTG will normally be installed on the RDP Data Server

 

  1. Logon to RDP Data server as administrator
  2. Start ->Run
  3. Type services.msc
  4. Verify the Shift4 UTG is running.

Verify the encrypted M130 credit card swipes are configured correctly

  1. Plug in an M130 swipe to an USB Port
  2. Open Notepad on the local computer
  3. Place cursor in notepad
  4. Swipe the Card into notepad
  5. Verify that the first two characters are 02 and last two characters are 03.

 

Version 4 Upgrade Checklist

 

Checklist Completed
Clear Users/Manually Backup live data directories  
Install RDPWin Version 4  
Rebuild Files & Indexes  
Install Shift4/Credit Card Subscription Services  
Test Credit Card payments in RDPWin  
Convert Card Number to Token
Update/Test Worktations  
Clean up archived and old files  
Troubleshooting  
Update IRM.Net, Mobile Suites and CRM  


Clear Users/Backup Data Directories

  • Have all users including interfaces exit RDP
  • Login to the Data Server as Administrator
  • Login to RDPWin and lock users out of the sytem
  • Start the Pervasive Control Center
    • Stop all Services by Right Clicking on Services and Selecting 'Stop All Services'
  • Turn off the RDPWin Monitor Service
    • Administrator Tools ->Computer Management
    • Expand Service and Applications in the left pane
    • Select Services
    • Right Click RDPWin Monitor Service in the right pane
    • Select Stop
  • Make a back up all live RDP data directories
    • Copy the RDP01, RDP02, etc. to the desktop.  We will delete these directories after the upgrade
    • If the RDP data server is a Virtual Machine have the HW person take a snap shot.  You will not need to back up any directories to thedesk top.
  • If customer was using VRP then rename the CNTCCARD.DAT file (found in RDP01) to CNTCCARD.ORG.  Repeat for ALL RDP data directories, including historical directories.
  • If customer was using Protobase, then ask the customer if they want the existing, valid credit card #s on future reservations converted to tokens.  If they DO NOT then do the step above.  If they DO want the existing cards to remain and be converted to tokens, then skip the above step.  The downside to having the existing credit cards converted to tokens is the CNTCCARD file does not contain the CID or CVV2 #.  RDP could not save this due to PCI compliance.  So when the convert to token utility is run the token is created but when used the transaction could possibly be downgraded for not containing the security code.

 

Install RDPWin Version 4

  • Uninstall RDPWin3 and the RDPWin Client
    • Control Panel ->Programs and Features
    • Uninstall the RDPWin Server.  If there is more than one RDPWin Server, uninstall all of them.  See troubleshooting section if unsuccessful.
    • Uninstall the RDPWin Client
  • Run the RDPWin4 server install file
  • Start Pervasive Control Center
    • Turn on the Pervasive Services
  • Install the RDPWin Client on the RDP data server
    • Run the setup.exe in ..\RDP\RDPWinClient
  • Login to RDPWin
    • Depending on the size of the customer's files, Check Files may take a long time to complete.
  • Verify that Checkfiles has completed sucessfully
  • Continue to the next live directory.

Rebuild Files & Indexes

  • Login to RDPWin
  • Go to System ->File Utilities ->Rebuild Files & Indexes
  • Rebuild All Critical Files
  • Verify that utility has completed Sucessfully
  • An error we've been seeing is Value does not fall within the expected range.
    (Trace: RebuildTablesAndIndexes-ProcessTables: Exception: RDPWinCore-Functions-RebuildTable).  If this happens then try rebuilding the files one at a time.  The files rebuilt are tablfile, itincurr, itinhist, notefile, notehist, statfile, commhist, units, owners, groupmst, agents, ccards, guests, vendors, hreserve, hexpens, voucfile, bookhist, hexphist, rateplan and pkgcomp.
  • Repeat on all live directories. 

 

Install Shift4 Subscription

 

  • Uninstall Protobase or VRP
  • Download  INSTALTB.UPD and INSTALTE.UPD from F:\Masters\RDP4\InstUPD
    • Install and register both Modules. 
    • Check the CC Exp Date in OnTime.  The date should be already set.  If it isn't check with Rita.
    • Stop and Start RDPWin
  • Configure the C0 Table
    • System ->Configuration ->Shift4
    • Review the Shift4 CCR PDF for the configuration settings
    • Fill in the following settings
    • To determine the Port # and IP address go to Shift4 Bridge Computer, (typically the RDP Data Server).  Administrative Tools -> Services -> Stop the Shift4 UTG Service.  Then All Programs ->Shift4 ->UTG Tune up.
    • The port number will be listed on the API Interfaces Tab.  In the image below, the port number is 295

 

Run Convert to Token Utility

Before credit card payments or authorizations can be taken in RDPWin, the convert to token utility must be ran.  This utility will need to be run on all live directories.  Start with the live directories.  Do not make or make changes to current reservations prior to running this utility.  If there is already a token on the reservation, (Shift4 or VRP), the token will be deleted by this utility.

  • Verify the UTG is running by checking  Administrative Tools -> Services
  • System ->File Utilities -> Convert Credit Card to Token
  • This utility will take 10 to 60 minutes to run depending on the size of the customer files
  • After the utility has completed, review the grid for errors.  If there are errors, then right click on the grid and export to excel.  If no tokens were created, you will want to restore the cntccard.dat from the copy of the RDPXX directory placed on the desktop.  Troubleshoot the issue and then run the utility again.

Clear credit card auth fields

 

Select ResNum, CreditCard, CreditCardNum, CreditCardAuth, CreditCardAuthAmt, CreditLimit from HReserve where CreditCardAuthAmt <> 0

If credit cardauthamt and creditlimit are the same then ok to run the update statement.  If it is not the same then we need to talk with the customer.

Update HReserve Set CreditCardAuth = '', CreditCardAuthAmt = 0, CreditLimit = 0 where CreditCardAuthAmt <> 0

Check for credit card #s saved in HReserve & Bookhist

In RDPWin3 we masked the credit card # in HReserve & Bookhist.  In RDPWin4 we blank out this field.  Run the following statements to clear HReserve & BookHist.

  • Select CreditCardNum, CreditCard, CreditCardExpDate from HReserve where CreditCardNum <> ''
  • Update HReserve Set CreditCardNum = '', CreditCard = '', CreditCardExpDate = 0 Where CreditCardNum <> ''
  • Select CreditCardNum, CreditCard, CreditCardExpDate from BookHist where CreditCardNum <> ''
  • Update BookHist Set CreditCardNum = '', CreditCard = '', CreditCardExpDate = 0 Where CreditCardNum <> ''

 

Crystal Reports

Reports may have been updated by RDP or the customer. 

  • Look at the task.  There should be one for Reports10.  If we fixed them, deliver the fixed reports.
  • Run the utility to check for Non-ODBC rpts & key files.  Make sure all reports are taken care of.

Update Workstations

  • Make sure they remove the old credit card reader
  • New device - M130, SREDKey, ISC250, IPP320 connected & configured.  Directions will be coming soon for the EMV devices (ISC250 & IPP320)
  • Clicking the RDPWin icon on the desktop should update the workstations to RDPWin4.  If not, the HW guy will need to uninstall the RDPWin3 client and rerun the ..\rdp\rdpwinclient\setup.exe file.
  • Test CC payments on all workstations
  • Make sure Dollars on the Net training has been scheduled with Shift4

 

Clean up archived & old files

All archived and old RDP files must be deleted and wiped clean from the disc.  The RDPWin Server install copy's down three files, Shred.bat, RDPDEL.bat and Sdelete to accomplish this task.  This step should only take place after all of the above steps have completed successfully.

Run RDPDel.bat

RDPDel.bat uses Sdelete and makes 4 passes to completely remove information from the disk.  RDPDel deletes, *.zip, *.old and other misc. files from the RDP root and RDPXX data directories.  Edit RDPDel.bat and make sure it is using sdelete.  If it isn't you have an old version of RDPDel.bat. 

  • Open Windows explorer
  • Copy ..\RDP\sdelete.exe to C:\Windows\System32
  • Open a command prompt and navigate to R:\RDP directory
  • Type RDPDel
  • Agree to SysInternals License
  • This may take a while since RDPDel makes four passes to delete all files
  • Copy RDPDel to ..\RDP\RDP01, RDP02, etc. and run

Run Shred.bat

Use Shred.bat to clean up RDPDE directories and other backups.

  • Open Window's explorer
  • Copy ..\RDP\Shred.bat to the desktop
  • Click and drag the RDPXX backups on the desktop to the Shred.bat ICON.  This will permanently delete the files.
  • Click and drag all RDP demo directories to the Shred.bat ICON
  • Do the same for any unused RDP data files in the ..\RDPNT\..  directories.  Look for zip files, temp folders, Win4Test folder, etc.  If you renamed cntccard.dat to cntccard.org, don't forget to shred this file.
  • Search for Hreserve.dat and Hexpense.dat on the data server to make sure you found all copies of the dat files.  Keep of course files in RDP01 and the historical directories but shred all others.
  • Run newdemo.bat

Make sure the customer knows they are responsible to securing any other files with credit card information.

 

Edit the resorts file.  Make the resorts file, RDP data directories and Pervasive Control Center Databases all match.

Uninstall the RQ module from any historical directories.  Shred the cntccard.dat from any historical directories.

 

GDS Access Token/4Res Key

If the customer is using the GDS we need to add the Access Token to the GDS configuration

  • The Access Token is generated by the customer during a Shift4 training session.  Check the Task in OT for the Access Token or the Shift4Setup.txt saved on the desktop of the data server.  If it is in neither place, ask the customer.
  • Verify the RDP Data Server can reach the 4Res Server.  From a browser go to https://secure.4Res.net/index.cfm.  You should reach a 4Res page.  If the page times out then the external IP address of the Data Server is most likely not whitelisted with Shift4.  You'll need to contact Shift4 to get this resolved.
  • System -> Configuration -> GDS -> enter the access token in the Shift4 4Res Key
  • Check for errors under System -> RDPWin Log
  • Check for errors under System -> RDPWin Monitor -> Monitor GDS Reservations -> Error tab

Update IRM.Net

  1. Uninstall IRM.Net V3 from programs and features
  2. Verify .Net Framework 4.0 is installed.
  3. Install IRM.Net V4 - KINet0029.  You should only need to run the install file

    Verify that the RDPappPool is using .Net Framework V4

    1. Start IIS
    2. Expand the Server in the left pane
    3. Click on Application pools
    4. Verify that the RDPappPool is using .Net V4.0
    5. Right Click the RDPAppPool
    6. Select view applicatons from the right menu
    7. Verify that IRMNet is listed.  If not change IRMNet to use the RDPAppPool
  4. If the customer is using VRP to process credit cards, you can now test the IRM.Net

    Configure IRM.Net to use Shift 4

    1. Login to RDPWin
    2. Go to System -> Configuration ->Shift4
    3. Enter the eComm MID, and i4Go Settings
      1. the i4go Server URL is https://access.i4go.com
    4. Turn on i4Go logging
    5. Save & Close

Update CSS

  • The RDPWin3 custom CSS files will not work in Version 4.  However, they should already be updated and saved to a task in OnTime.  Remember to copy the updated CSS files to the IRM server.  Do not rename the custom folder in the zip file or merge with existing folders.  Drop the updated files onto the IRM in the appropriate folder locations.  Update IRMNet config to use the new theme.  IRMNet -> Config -> Appearance tab -> Theme
  • Enable CSS Buttons.  IRMNet -> Config -> Appearance tab -> check mark Use CSS Buttons

Test IRM.Net

You must test the IRM.Net on a browser that is outside the customers building.
  1. Start Google Chrome
  2. Enter the customers Marketing Site URL
  3. Click the book now button
  4. Make a reservation
  5. On the res entry page, use your RDP company credit card
  6. Save the reservation.
  7. If the reservation errors out, view the logs in the following locations
    1. On the IRM.Net server - C:\ProgramData\ResortDataProcessing\LogFiles
    2. On the Data server  ..\rdp\rdp01\logfiles\CC

 

Troubleshooting

Request was aborted: Cound not create SSL/TLS secure channel

RDPWin returns this error after swiping or manually entering the credit card number into 4Go.  This usually occurs when we are trying to obtain the token from Shift4, but the user does not have rights or there is a firewall issue on the customer's network that needs resolved by the customer. 

RDPWin will log an error similar to the following in ..\rdp\rdp01\log files\CC:
** Contents of RDP request message (01005036) to follow: >8/22/2014 10:33:46 AM<
stx=yes&FunctionRequestCode=E0&CONTENTTYPE=text/xml&VERBOSE=YES&APIFormat=0&APISignature=$&APIOptions=ALLDATA&APISerialNumber=25526&

MerchantID=494955&Date=082214&

Time=103346&

TrackInformation=************1157&CustomerReference=16085&Vendor=Resort Data Processing:RDPWin:4.1.001.14&Invoice=01020651&RequestorReference=01020651&CustomerName=MANUAL+ENTRY&etx=yes

Testing to prove it is outside RDPWin:

Logon to the workstation as administrator and test.

Install 4Go on the UTG server and/or RDPData server and test

Make sure 4Go works in notepad on the workstation.  This only proves that the workstation is receiving the fake credit card number, not the token.

  1. Stop and start the 4Go service
  2. Open Notepad
  3. Put your cursor in note
  4. key in ctrl alt F10
  5. enter the credit card info in to 4Go
  6. Shift4 should return a fake CC # with the first 4 and last 4 digits of the CC# entered.

Unknown error : -17

If you receive the following error or something similar, verify all workstations of on Pervasive 11.30.051.000 or higher.

 

Pervasive.Data.SqlClient.Lna.k: Unknown error : -17 - Table: TableBU
(Trace: ucResChangeDetail-Save: FolioFunctions-CalcOtherChargesFromRes: FolioFunctionsFolioFunctions-PostOtherCharge: FolioFunctionsTablesSQL-GetTableSQL: RDPWinCore-SQLFunctions: SQLGet2)

IFrame is not allowed

An IFrame is not PCI compliant.  The customer has been told this by Sales and Support.  If one slips through we can get the IRM to work by editing the webconfig.  Delete the line that is highlighted below from the customers webconfig. 

However, with their next update it will break again because we will lay down a new webconfig.  Customer needs to remove the IFrame.

 Data Flow Charts

I4Go communication flow chart

Encrypted Keypad/Swipe flow chart

4go flow chart

 

 

 
Support Home  RDPWin4 & PCI Compliance Enhancement Requests Open A Web Support Ticket
Training New Sales Website Old Sales Website Contact Us

 Facebook     Twitter      LinkedIn   TODF