Merchant Portal Configuration

The Merchant Portal configuration steps are as follows:

Configure the relevant Transaction Manager

The relevant Transaction Manager Configurations (i.e. B24EPS, BASE24, CONNEX, IST and POSTILION) of the Monitoring Server must be configured to populate the required data in the MerchantTransactionSummary Record.

! Add these lines at the end of the Configuration for your
! switch's TXNCOL (eg, POSTILION configuration)
! The following line says that all Point-of-Sale transactions coming
! from previously defined sources
! (defined earlier in this configuration) will be used to populate
! the MerchantTransactionSummary record.
MAP RECORD ( *, MerchantTransactionSummary, POS )

The following Associates must be added for the Merchant Portal Display to function:

ENABLE KEY (MerchantTransactionSummary, MRCHNAME, 'MRCHNAME<>""', MP_Total  )
ENABLE KEY (MerchantTransactionSummary, MRCHNAME+ISSRINST, 'MRCHNAME<>""', MP_Issuer  )
ENABLE KEY (MerchantTransactionSummary, MRCHNAME+BIN+ISSRINST, 'MRCHNAME<>""', MP_BinIssuer  )
ENABLE KEY (MerchantTransactionSummary, MRCHNAME+RESPCODE+RESPDESC, 'MRCHNAME<>""', MP_Response  )
ENABLE KEY (MerchantTransactionSummary, MRCHNAME+TERMOWNR, 'MRCHNAME<>""', MP_TermOwner  )
ENABLE KEY (MerchantTransactionSummary, MRCHNAME+TERMSTAT+TERMCITY+TERMNAME, 'MRCHNAME<>""', MP_TermLocation  )
ENABLE KEY (MerchantTransactionSummary, MRCHNAME+TERMSTAT+TERMCITY+TERMNAME, 'MRCHNAME<>""', MP_TermLocationB )
ENABLE KEY (MerchantTransactionSummary, MRCHNAME+TERMNAME+TERMCITY+TERMSTAT+ISSRINST, 'MRCHNAME<>""', MP_StoreIssuer )
ENABLE KEY (MerchantTransactionSummary, MRCHNAME+TERMNAME+TERMCITY+TERMSTAT+ISSRINST+BIN, 'MRCHNAME<>""', MP_StoreIssuerBin )
ENABLE KEY (MerchantTransactionSummary, MRCHNAME+TERMNAME+TERMCITY+TERMSTAT+RESPCODE+RESPDESC+ISSRINST, 'MRCHNAME<>""', MP_StoreResponse )

Configure the Transaction Surveillance

The MRCHTXN record will be populated by configuring Transaction Surveillance.

See Configuration for Transaction Surveillance.

Configure Message Mapping for TXNCOL and TSVCOL Collectors

See Message Mapping Configuration for Merchant Portal

Customize the dashboard to be presented to Customers

Two displays are included with the packaging for the Merchant Portal solution. These displays are offered as a starting point for customers to produce displays tailored to the specific needs of their customers.

The 'MerchantPortal' display is the landing page that customers arrive at. The 'Transaction Details for Store' display is reached from a drill-down in 'MerchantPortal'.  We suggest that you make copies of these displays before editing them.  If other names are chosen for the displays, make sure that the homepage specified in Role Based Security is the same as the chosen name.


The following pages describe the process of creating and modifying displays, publishing them to the web server and best practices for creating views within displays that will optimize the scalability of the solution.

Create Merchant Role & User

See Create Merchant Role & User - Merchant Portal



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