CreditLine Upgrade

From Payment Processing Software Library

This article is part of the Payment Processing Software Library Categories
Get it...
Credit Card Software Download
Install it...
Installation Upgrade & Migration
Connect to it...
→ Point Of Sale Integration
Set it up...
→ Quick Start Guide → Setup → Processor Setup Licensing
Learn to use it...
→ Manual & User Guide → Knowledge Base → Frequently Asked Questions Compliance Guide Merchant Account Rates User Interface Guides
Fix it...
→ Errors & Troubleshooting → Knowledge Base Corrupted Install Repair
Get Help...
Contact → Processor Support Contacts
More Info ...
Glossary Articles
See also...
911 Software Help

CreditLine Payment Processing Software Upgrade. This site can also be reached at http://docs.911software.com

→ Not finding all the answers? Try Knowledge Base!

Upgrading From Older Versions

→ Your setup will be preserved during upgrade!

Upgrade Checklist

Make sure to batch out everything before upgrading to avoid journal corruption.
In rare cases, when upgrading from non-IP versions 2.19 and older, you may incur a small upgrade fee - please contact your dealer for more information before installing the new version.
Batch any outstanding transactions, first.
If upgrading from a credit card software version prior to 3.00.00, please uninstall your old version, first. This will ensure that all non-compliant utilities and programs are removed from your system. You will not loose your data.
Stop all CreditLine Applications and Service (if installed)

Stopping CreditLine Applications

If the CreditLine Service is installed, verify the Services list in Windows Advanced Computer Management Console

If you are running CreditLine Credit Card Software Service and are upgrading remotely, you can use the following commands to stop and start the service:

sc \\hostname stop  CreditServer
sc \\hostname start CreditServer

Search the Task Manager for CreditLine Server and Manager and end the process. Make sure to click Image Name to sort by name

Backup

Backup the entire 911 directory to a safe location.

Upgrade Warnings

Other Auths do not match with default auth!: This warning is due to some card setups differing from the default auth setup. For instance, VISA is setup with one merchant account and Discover is setup with another. See Apply To All Auths Feature in CreditLine Settlement Configuration Dialog for a quick fix.
Did not batch for 15 days!: Informs you that the site did not batch for 15 days or more. You can ignore this warning at the time of the upgrade since it is only valid after the first batch with the new version.
Settlement And Authorization Do Not Match: This means that settlement and authorization setups differ. See Apply To All Auths Feature in CreditLine Settlement Configuration Dialog for a quick fix.
Invalid Setup File: The setup file is corrupted or otherwise incorrectly setup. You can try checking Reset Config in CreditLine Business Configuration.
Dialup phone numbers do not match the default for the processor: The dialup numbers used do not match the ones that the program knows to be the default phone numbers for the chosen processor. If you are sure, that the phone numbers are ok, you can ignore this error. For Dial-up: the default dial-up numbers are programmed into CreditLine. If the phone number field is empty, it will be auto-filled after you click OK in Merchant Setup in CreditLine Settlement Configuration dialog. In the latest versions, you can also click Default next to the Phone Numbers fields to auto-fill them, otherwise, delete the phone numbers before entering Merchant Setup to use the auto-fill feature.

Upgrade Procedure

Simply follow the Installation Procedure and it will upgrade your system to the latest version.
→For multiple merchant installs, make sure your merchant index access is setup correctly by user.

Migration

911 Software does not use the registry, so you can easily move the software to a new location just by moving the 911 folder.
Update the shortcuts after the move - see Multiple Terminal Setup for details.

Alternatively, you can uninstall the software, reinstall it in a new directory and copy over DATA, JOR and LOG directories.

To move individual components, please see Directory Structure for description and significance of individual folders and files.

Directory Structure

NOTE: in version 3.01.07 and older the software ALWAYS looks for \911\bin from the root of the drive regardless of the installation path or working directory set. The working directory only points out the root drive.

Directory Name	Contains
C:\911\BIN	Executables
C:\911\DATA	Data
C:\911\JOR	Historical Journal, automaticly created. For multiple merchant setups it is JOR? where ? is the merchant index.
C:\911\LOG	Historical Log, automaticly created. For multiple merchant setups it is LOG? where ? is the merchant index.
C:\911\MESSAGES	Text-Based Communication Files

Important Files

Transaction Journal

The journal of all transactions is under the 911\data directory in ccv_jor.dat (or ccv_jor?.dat where ? is merchant index if you are using a multiple merchant setup.

→Deleting this file will remove all unbatched transactions.

Setup

The merchant and other setup is under the 911\data directory in ccv_info.dat file(or ccv_info?.dat where ? is merchant index if you are using a multiple merchant setup.

Log

Server Activity Log: The log is stored under the 911\data directory in ccv_log.dat file (or ccv_log?.dat where ? is merchant index if you are using a multiple merchant setup. The log can be viewed in CreditLine Manager by using CreditLine View Log Dialog. Older logs can be viewed by using the CreditLine Log Archive List Dialog.
Error Statistic File: The error statistic file can be used for reliability testing and is stored under the 911\data directory in ccv_error.csv. The header for the file describes the fields, separated by '|', e.g. "DATE|TIME|MERCHANT NAME|ERROR DESCRIPTION|ERROR TYPE|TRANS TYPE|PROCESSOR NAME|COMM TYPE|COMM PARAMETER"

Advanced Configuration

The advanced configuration is under the 911\data directory in 911_ccv.ini. See CreditLine Advanced Setup for more info.

Connection Configuration

The connection settings for various processors and modems is under the 911\data directory in ccv_link.ini.

Important File Summary

File Name	Function
C:\911\BIN\CCV_MANAGER.EXE	Manager Program
C:\911\BIN\CCV_SERVER.EXE	Server Program
C:\911\DATA\CCV_INFO.DAT	Site Configuration - this file contains all the merchant specific information → multiple merchant setups use multiple files of format C:\911\DATA\CCV_INFO?.DAT where ? is the merchant index.
C:\911\DATA\CCV_JOR.DAT	Current Day Journal - deleting this file will remove all authorized transactions → multiple merchant setups use multiple files of format C:\911\DATA\CCV_JOR?.DAT where ? is the merchant index.
C:\911\DATA\CCV_LOG.TXT	Current Day Log
C:\911\DATA\911_CCV.INI	Program Configuration
C:\911\DATA\CCV_LINK.INI	Connection Configuration

Backups

Batches (Journals)

You can view and manipulate the Journal Backups in the CreditLine Batch Archive Dialog
→In some extreme cases the transactions that you are looking for can only be found by clicking the Radio Buttons "Before Batch" and "Daily Backup" in the CreditLine Batch Archive Dialog

The number of days that the journals are backed up is specified in CreditLine Business Configuration Dialog. To restore the journal/batch you can rename the desired journal backup file to ccv_jor.dat and move it to 911\DATA directory. Don't forget to reload the configuration to apply the changes.

→ For multiple merchant setups replace JOR below with JOR? where ? is the merchant index.

File Name	Function
C:\911\JOR\b<time_stamp>.??	"BEFORE" BACKUP. Backup of the journal before the batch was run
C:\911\JOR\j<time_stamp>.??	"BATCH" BACKUP. Backup of the journal that was batched
C:\911\JOR\d<time_stamp>.??	"DAY" BACKUP. Incremental Backup of the journal for a business day appended at the time of the batch
C:\911\JOR\u<time_stamp>.??	"UN-BATCHED" BACKUP. Backup of un-batched transactions that were carried over to the next batch (for instance un-finalized Auths)

Logs

You can view the Log Backups in the CreditLine Log Archive List Dialog
The number of days that the logs are backed up is specified in CreditLine Business Configuration Dialog.

→ For multiple merchant setups replace LOG below with LOG? where ? is the merchant index.

File Name	Function
C:\911\LOG\l<time_stamp>.??	Backup of the logs

Setup Files

To restore the setup file you can rename the desired setup backup file to ccv_info.dat and move it to 911\DATA directory. Don't forget to reload the configuration to apply the changes.