Adjusting EventPro Planner System Settings

In EventPro Planner's System Settings, you need to set up how EventPro Planner will communicate with Attendee Online.

1.	From EventPro Planner's main menu, select Setup \| System Settings.

2.	In the System Settings screen, click the Online Registrations tab.

_img988

3.	Under the Online Registration tab, there is a Settings area, and four sub-tabs: Default Page Settings, Login Page Settings, SMTP Settings and Payment Settings.

_img988

1.	Enter the Website URL of the online module. This is the URL to your Attendee Online website.

Choose the Transfer Method from the drop-down list. If you are using the new Attendee Online (Version 3), select Transfer.Net (Attendee Online v3). If you are using Version 2 of Attendee Online, please refer to the instructions in Chapter 20: Install/Setup Attendee Online, EventPro Planner Online System Settings.

_img988

These are the settings for the main menu page of the Attendee Online website, i.e. when you go to http://YourWebServer/YourVirtualDirectory.

By default, the page caption will be Attendee Online, and there is no description. The bottom four captions will be New Registration, Review Registration, Accept or Decline Registration, and Administration.

If you want to change any of the default captions or the default description on this page, enter the new text in the appropriate field.

If you do not want one of the bottom four captions to appear on the page, uncheck the Show checkbox for that caption.

_img1117

_img1111

These settings apply to the page that you go to after you click on one of the options in the main page.

By default, the page caption will be Attendee Online Login, and there is no description.

If you want to change the caption or description on this page, enter the new text in the appropriate field.

_img1116

_img1112

You only need to enter SMTP Settings if you want to send automatic Notifications after people register and accept/decline an invitation.

If you do not know your SMTP settings, please contact your system administrator.

If your business does not use SMTP, but you want to send the automatic notifications, your system administrator will need to set one up, as it is required for Notification Options.

1.	Under Payment Settings, choose the Method of payment you will accept for online registrations: None, PayPal Standard, CyberSource, or Custom (any other payment service than PayPal, such as Beanstream or ePay).

2.	In the Pay Now Caption field, enter the caption you want for the Pay Now (or whatever you choose to call it) button.

IMPORTANT: When using an online payment gateway service, ensure that you check their specifications before choosing Entry Fields in Attendee Online; the payment gateway may accept certain information only in certain formats, so you want to ensure your entry fields contain selections in the correct format. See more information about Entry Fields below.

a.	If you choose PayPal Standard, fill in the following fields that appear below.

_img1113

i.	Form Action: This is the URL given by PayPal that is to be used by the form action.

ii.	Business ID: Enter the email or Business ID given for the PayPal account.

iii.	Currency: Enter the currency in which payments will be made. PayPal has a list of standard currencies that are available.

b.	If you choose CyberSource, fill in the following fields that appear below.

_img1132

i.	Merchant ID: This ID will be provided by CyberSource when you create an account with them.

ii.	Form Action: This is the URL given by CyberSource that is to be used by the form action.

iii.

Shared Secret: When you log into the CyberSource Business Center and generate the security script, you get a file called HOP.cs (Note: When creating the script you must choose C# .NET). If you open the file, there is an area called getSharedSecret that returns the shared secret. Copy that return value into this Shared Secret field in EventPro Planner without the quotation marks.

For example, the line in the file may look like this:

private String getSharedSecret() {

return "ABCDEFGHIJKLMNOPQRSTUVWXYZetc."

iv.	Serial Number: You can also take the serial number from the HOP.cs file, again without the surrounding quotation marks. The serial number is below the Shared Secret line. You can also see the serial number after you create the Security Key.

For example, the line in the file may look like this:

private String getSerialNumber() {

return "123456789123456789etc.";

v.	Currency: This is the currency you have set up in CyberSource.

vi.	Preauthorize Only: Select this checkbox if you want to allow just a preauthorization and holding of payment information.

If you choose Custom, a memo field appears below. When you set up your account with a payment website, you should receive a snippet of HTML code that you are instructed to put on your website. Copy and paste that code into the memo field. You will then need to adjust some of the text to ensure that values are properly passed to the payment gateway. For example, with Beanstream, you need to enter your own <merchant_id>, <server> and <virtual folder>.

_img1085

_img1131

Attendee Total: To get the attendee's total amount owing, you will use the field $Attendee.Total. So, for example, in the code pictured above, the Total line would read <input type=hidden name=TOTAL value="$Attendee.Total">. The surrounding code may vary, depending on the payment website you use, but you must enter the field as $Attendee.Total in the appropriate place.

ii.

Other Attendee Information: You can use any other field from the Attendee and Attendee User Field tables, as long as it is formatted correctly, i.e. $Attendee.fieldnamenospaces or $Attendee.Usr_YourUserField (with the dollar sign ($) in front, the table name, the period after the table, Usr_ if it is a user field, and the field name with no spaces).

iii.

Event Information: You can also enter certain fields from the event table: BookingNumber, EventName, DateFrom and DateTo. For example, if you were using the ePay Example code pictured above and wanted the description to appear as Event 14 - Management Conference, you would put <input type=hidden name=DESCR value="Event $Event.BookingNumber - $Event.EventName">. Remember that the surrounding code may vary, depending on the payment website you use, but you must enter the EventPro Planner fields as described, i.e. $Event.fieldnamenospaces.

Note that some payment gateway providers will post back a success or failure response to a given address. Attendee Online can handle these responses if set up correctly. Payment responses must be sent directly or redirected to our payment response page (http://<server>/<virtual directory>/payments/custom.aspx), with some of the fields being converted to our standard fields, if necessary. PayPal and Beanstream already have standard landing pages set up in Attendee Online. For example, in the code pictured above for the Beanstream Example, the Approved Page is directed to http://<server>/<virtual folder>/Payments/BeanStreamSuccess.aspx.

However, currently, other payment gateways may require you to set up a page that handles the payment gateway's response and convert it to a response that our website would recognize. For failure responses, you may only need to pass the gateway the proper link to use (e.g. http://<server>/<virtual folder>/AutoLogin.aspx?page=paymentfailed&attendee=<unique id>), but if the gateway returns its own set of values, you would have to create a page that converts the gateway's response for our website.

Attendee Online Fields for Successful Payments

Field	Description	Required
TransactionID	The transaction ID for this payment. This value must be unique across all payments.	Yes
AttendeeID	The Unique ID of the attendee this payment is for.	Yes
TransactionDate	The date the transaction was made on. If no date is supplied, the current date will be used.	No
RedirectToSuccess	If set to 1, the person will be redirected to the payment success page when finished.	No
Description	The description of the payment. If one is not supplied, the default “Online Payment” is used.	No
Amount	The amount the payment was for.	Yes
FirstName	The first name of the person making this payment. If a first name and last name are not supplied, the attendee's first and last names will be used.	No
LastName	The last name of the person making this payment. If a first name and last name are not supplied, the attendee's first and last names will be used.	No
Address	The address of the person making this payment.	No
City	The city of the person making this payment.	No
State	The state of the person making this payment.	No
Zip	The zip code of the person making this payment.	No
Country	The country of the person making this payment.	No

Attendee Online Fields for Failed Payments

Field	Description	Required
AttendeeID	The Unique ID of the attendee this payment is for.	Yes
RedirectToFailure	If set to 1, the person will be redirected to the payment failure page.	No

Please contact us for further assistance with setting up these pages.

4.	When you are done adjusting these settings, click Save.

Help URL: http://www.eventpro-planner.com/Manual/HTML/index.html?adjusting_system_settings.htm

Adjusting EventPro Planner System Settings						Adjusting_System_Settings
Adjusting EventPro Planner System Settings