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Please Note: You should read this entire document prior to beginning the upgrade process. By beginning the process you are acknowledging that you have a good working backup of the entire AIMsi folder.
Computer/Network Preparation
| 1.0 | Currently the only direct integration that we have for Canada is with OpenEdge. If you are a Canada AIMsi user you will need to wait until OpenEdge is ready to ship their EMV hardware. If you are in Canada and do not want to use a direct integration for credit cards you can proceed with the upgrade. |
| 2.0 |
AIMsi v11 credit card processing requires a computer with one of the following: Windows Vista (SP2 or greater) Windows 7 (latest service pack) Windows 8 Windows 8.1 Windows 10 Windows Server 2008 (SP2 or greater) [Server Core Role installations not supported] Windows 2008 R2 (SP1 or greater) [64 bit] Windows Server 2012 [64 bit] Windows Server 2012 R2 [64 bit] Computers using Windows XP or Windows Server 2003 are no longer supported for credit card processing and will be unable to process any credit cards using AIMsi v11. |
| 3.0 | Make sure that each workstation that will be handling credit card payments (of any type) has the .NET framework version 4.5 (or greater) installed. This is available from Microsoft. |
| 4.0 | If you don’t already have your version 11 activation code contact your AIMsi Account Manager to obtain your new v11 activation code and series number. |
| 5.0 | Make sure that you are on the latest AIMsi update of v10.0. If not take the necessary steps to upgrade before proceeding. |
| 6.0 | Obtain your EMV credit card hardware from your payment processing partner. Warning: If you process with TSYS Merchant Solutions or Vantiv, you need to obtain your hardware before you upgrade AIMsi. Otherwise you will not be able to process credit cards. |
Active-e Shopping Cart Preparation
| 1.0 |
If you use C2B for Online Rentals, Payments, Lessons, Service Tickets, or Tee Times etc. you MUST complete this section. If you use an active-e shopping cart and process the credit cards in AIMsi you MUST complete this section. If you use an active-e shopping cart and process the cards with one of the cart supported gateways and you do not use C2B you can skip this section. If you do not have an active-e shopping cart you can skip this section. |
| 2.0 |
Before proceeding, you must be on the latest version of the Storefront Shopping Cart. Contact sales to schedule a consultation. You can find out more about the Active-e Shopping Cart Upgrade process and latest version here. http://activee.vortx.com/ |
| 3.0 | If you are using C2B (Online Rentals, Payments, Lessons, Service Tickets, or Tee Times for example), you must upgrade the Tri-Tech AIMsi files to the latest version. These can be found on the Tri-Tech member portal. The last updated date on the files should be 05/22/2015 or later. |
| 4.0 | Make sure you are on the latest V10 release of AIMsi. |
| 5.0 | Make sure all outstanding online orders, payments, lessons, service tickets, and tee times have been processed. AIMsi V11 can not process any entries that were created prior to step 8.0 being completed. |
| 6.0 | Once the next step is completed, you will be unable to process any new online orders, payments, lessons, service tickets, or tee times until you have AIMsi V11 successfully installed. Note that your website will remain active during the time and orders, payments, lessons, service tickets, and tee times will continue to be created on demand; Those entries will simply be unable to be processed in AIMsi until the upgrade process is complete. |
| 7.0 | Set up certain App Config entries on your shopping cart, depending on your credit card provider. Note that to use the shopping cart and C2B you must have an account with one of the following payment services: OpenEdge - Follow these instructions during the initial upgrade. 1 Set aeCCType to L 2 Set aeCCMID to the merchant ID token provided by OpenEdge 3 After you save the App Config entries click the Refresh Store button at the top of the aesys page. OpenEdge - Follow these instructions after OpenEdge has moved you to the EMV platform. 1 Set aeCCType to O 2 Set aeCCMID to the X Web ID provided by OpenEdge 3 Set aeCCDeviceID to the Terminal ID provided by OpenEdge 4 Set aeCCTransactionKey to your Auth Key provided by OpenEdge 5 After you save the App Config entries click the Refresh Store button at the top of the aesys page. TSYS 1 Set aeCCType to T 2 Set aeCCMID to the merchant ID provided by TSYS 3 Set AeCCUserName to the appropriate TSYS User ID 4 Set AeCCPassword to the appropriate TSYS User Password. 5 Set AeCCDeviceID to the Device ID provided by TSYS 6 After you save the App Config entries click the Refresh Store button at the top of the aesys page. Vantiv 1 Set aeCCType to M 2 Set aeCCMID to the merchant ID provided by Vantiv 3 Set aeCCLane to the appropriate Lane ID 4 Set AeCCPassword to the web services password provided by Vantiv 5 After you save the App Config entries click the Refresh Store button at the top of the aesys page. |
| 8.0 | If you use one of the carts integrated payment gateways, the credit card/token will no longer be brought into AIMsi. If you do not use one of the carts gateways, the credit card will be turned into a token during the carts checkout process and the token will be stored in AIMsi so that you can charge the card/token in AIMsi. Since the cart now creates the token during the checkout process, you will still get the credit card token into AIMsi even of the customer elects not to store the card in the shopping cart. |
| 9.0 | C2B and shopping cart preparations are now complete. Proceed to upgrading AIMsi to v11. |
Active-e 3rd Party Shopping Cart Prepration
| 1.0 | If your are not using the active-e 3 party order import you can skip this section. |
| 2.0 |
Download the 3PartyActive-e.zip from the member portal download page and review the version 11 section. In a nutshell AIMsi can no longer accept credit card numbers in the order xml file. AIMsi can accept a card token, and the span (last four) and expiration date to store the enrolled card in AIMsi. You would have to develop an interface in your website to request a token from your processor so that it can be included in the order xml. If you use the 3 party order but do not need to enroll/process the card in AIMsi you can skip this section. |
AIMsi Update
| 1.0 |
Make sure that you have a current working backup of your AIMsi folder and all sub folders. |
| 2.0 |
Make sure that all computers stay out of AIMsi during the upgrade process. |
| 3.0 | Login to the Member Portal and download the Version11.exe update file. This file should only be executed once. (Do not run this one on each workstation.) It will prompt you for the path to your AIMsi folder. After the files are unzipped it will prompt you for your Serial#, Activation Code and Series Number. (Note, if you are already using a pre-release of v11.0, you will not be prompted for the activation code and series number. The update will run similar to a regular interim update.)
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| 4.0 | Go into the AIMsi software as you normally would. You will see the updates flash on your screen. Once AIMsi is up, click the Run button on the AIMsi Software Update program. |
| 5.0 | Download and install the latest AIMsi version 11.0 update. |
| 6.0 | If you are using active-e C2B you should complete this step. The encryption method for active-e C2B has been upgraded. You will need to follow these steps to install the new encryption routine. 1) Download C2BEncryptionInstall.exe from the Account passport (Other Files). Install this on all computers that will be processing C2B transactions. If you are in a Terminal Server environment you only need to install this on the server. 2) Go to the active-e Setup under Menu Option Maintenance>XML/EDI Services Maintenance>Vendor EDI Info>**active-e Setup. On tab 5 click the Generate button to create a C2B Encryption Key. Highlight and copy the encryption key. Make sure to click the Save button. 3) In the aesys of your website, paste the encryption key into appconfig aeC2BEncryptionKey. |
Post Upgrade Setup
If you are NOT using integrated credit card processing in AIMsi follow these steps.| 1.0 | Set system variable CreditCardPaymentCatWarning to ‘N’. |
| 1.0 |
Open menu option Maintenance>Ledger Maintenance>Credit Card Payment Categories. |
| 2.0 |
Enter a ‘Credit Card Payment Desc’. This is what appears as the payment method to initiate an integrated card transaction. Since the hardware devices are consumer facing you will not know what card brand the customer is using until after they swipe/dip/tap their card. To initiate a card transaction you will select the description that you enter in ‘Credit Card Payment Desc’ as the payment method. |
| 3.0 | Enter the corresponding category number for each of the card brands that you accept. Do this for Payments, Returns and Auto Pays if applicable. Once a card transaction is complete the generic ‘Credit Card Payment Desc’ will be replaced with the appropriate category based on this setup screen. Click the Save button. |
| 4.0 | In previous versions of AIMsi you probably had two versions of each credit card payment method. You probably had one called Visa that initiated a credit card transaction. And you probably had another one called Previously Authorized Visa that you used if the transaction had already been approved by some other means or to record autopay transactions. During the upgrade the payment methods that were setup to initiate credit card transactions have been changed to ‘Regular Payment’ methods. So now you most likely have two ‘Regular Payment’ Visa payment methods. We do not recommend that you delete one of them since that will cause reports and history to no longer be associated with a payment method. We recommend that you run the Merge Payment Method program that can be found under menu option Maintenance>Ledger Maintenance. This program will merge two payment categories and remove the old one. |
| 5.0 | If you are using Touch Screen Invoice then update system variable PayCatOrder and ReturnCatOrder. |
| 6.0 | On the credit card tab of each workstation record in AIMsi select the appropriate POS and Auto/Web Pay Gateways. |
| 7.0 | Go to your processor specific instructions below. OpenEdge Installation Instructions TSYS Merchant Solutions Installation Instructions Vantiv Installation Instructions |
| 8.0 | Please train your staff to use the correct payment method to accept credit card payments. To help with this we have automatically setup system variable CreditCardPaymentCatWarning to give a warning if an employee selects a credit card payment category that does not initiate a credit card transaction. You can also set up security levels on these payment categories so that a manager has to override if an employee tries to select one. |