SDSS Subscription Server v.2
HELP

• Introduction and Getting Started
• Download and Install SDSS Softpages
• Customer Maintenance
• SD Security Maintenance
• SD SQL Query
• Source Record Maintenance
• SDLOGIN
• SDDLLOG
• SDSSDbBeanRemote

Remote Content Server Configuration Information

• Authentix 
• Configure Microsoft Active Directory for Integration with NXT3
• dtSearch
• SDSS Verification Server

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[Legal]

SDSS Introduction and Getting Started

The SDSS is an online, Java-Based e-commerce service application designed to give you the ability to:

1. Provide free, paid or private online subscription services for siteDirector infobase access.
2. Provide free, paid or private online subscription services for file downloads.
3. Provide shopping cart and online payment mechanism for shipped or downloaded information products.
4. Configure and maintain, online via browser, all service information.
5. Generate comprehensive reports, online via browser, on all service activity.

General Requirements: To get started with SDSS:

1. siteDirector 4.2 running and accessible over the Internet.  This is required if you intend to provide secure infobase access and is NOT required for File Download subscriptions or Shopping Cart.
2. SDSS Softpages (supplied by us).  These are the replacements to the default siteDirector 4.2 Softpages.  If you use customized Softpages, we will need to update SDSS to recognize them.  The cost for this is $25 per Softpage.  Again, these are only necessary for infobase subscriptions.
3. Internet Access via a browser.
4. An Online Merchant Account.  This is required if you wish to utilize online credit card clearing and on-the-fly fee-based subscriptions.  By "on-the-fly"   we mean that a user can pay for a subscription by credit card, the card is authorized on the spot, and the user gains, if a successful authorization,  immediate access.  If you do not have a merchant account, you can still sign up for SDSS and use ours temporarily until yours is issued.  We charge, however, a 25% per transaction fee for all transactions cleared using our merchant account -- so we highly recommend you get yours ASAP!
   
   SDSS is currently set up to integrate with CyberCash online credit card clearing services.  CyberCash charges between $400 and $800 for the setup fee, and around $40 to $70 a month with a $.10 to $.20 per transaction fee.   If you have an online merchant account with another company, we will consider creating a clearing link to them.  However, there may be a fee involved in doing so as each company has a completely different set of requirements.

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Provide free, paid or private online subscription services for siteDirector infobase or file download access.

SDSS is designed to allow you to set up your siteDirector infobases for secure online subscriptions.  This means that a user cannot access a SDSS-secured infobase or download file without having first logged in with a username and a password.  The username and password assigned can be selected by the end-user at signup, or generated by you.  The signup process for end-user access can be based on providing demographic information (free), or on a fee-basis.  The fees for access to your infobases or files are based upon hourly, daily, weekly, monthly and annual rates, or any combination of these.  All of these options, and end-user pricing, are determined by you.

Using the "subscription" mechanism for file downloads means that you intend to update the file in question over time, whether it be an infobase or some other software product.  If you are only interested in one-time purchases of your file download, you should use the SDSS "shopping cart" described below.  Click here for a brief description of the differences between the two file download mechanisms.

Online Subscription Getting Started: The process for using SDSS to provide secure subscriptions for your infobases or file downloads is as follows:

1. Sign up for an SDSS Client Account at our website: http://www.scbbs.com/sdss.html.  This will give you an administrative "Client"  login username/password, and a "Source" code used to maintain your company-specific information.  You will select the number of "Subscriptions" and "Infobases" you desire to create under SDSS. 
2. Log into the SDSS Client website at: http://dns.scbbs.com/~client and define your Subscription Record(s) (SDSUB) . There four types of subscriptions: Paid, Free, Private and File Download.  Paid, Free and Private are always infobase subscriptions (i.e., access to siteDirector Infobases).   File Download is always for paid file download subscriptions.
   
   Every SDSS secured infobase must belong to a subscription.  You can have multiple subscriptions, and you can have multiple infobases for each subscription.
   
   
   
   The Subscription Record consists of: the subscription title and description, the URL location of a complete description of the subscription, the currency, the hourly, daily, weekly, monthly and/or annual rates, the URL where a successful login should begin, the subscription type (Download, Free, Private or Paid), the duration of the login period, the message to be sent to new signups, and the download directory if this is a file download subscription (we will provide this information).  You will receive a "Subscription Code" once this information is initially stored. 
3. Next, if this is an infobase subscription, you need to define the "Infobase(s)" which will be secured under this subscription.  This is the Infobase Record(s) (SDNFO) . We need to know the infobase alias (what your siteDirector 4.2 recognizes the infobase as), the title and description, and the Subscription Code created in step number 2.
4. If the subscription is for file downloads, you need to e-mail the administrator sysop@scbbs.com to advise of such. ALL SDSS controlled file downloads must be defined in the File Download table. The administrator will let you know the ftp site where you should upload your files, the URL you should point your customers to, and the download directory information for your File Download records.  You will need to enter all download files associated with this subscription into the File Download table.
5. Download the SDSS Softpages and assign them as the default Softpages for your infobase(s) to be secured.

That's it.  For infobase subscriptions, once your Softpages are installed on your siteDirector server, and you have set up the Subscription and Infobase records correctly, your infobase is now secured under SDSS.  Users will have to sign up, based upon the parameters you have chosen, to access them.  for download subscriptions, you will be able to provide secured access to your files as soon as we assign you your ftp site.

If you intend to charge for access,  remember that the system is e-commerce ready as soon as you enter your subscription information.  It will use our merchant account (at a fee of 25% per transaction) until we have set it up to use your merchant account.   This does not apply to non-pay subscriptions.

Download and Install SDSS Softpages

The SDSS Softpages are specifically designed to interact with SDSS.  You cannot secure an infobase with SDSS without using the default or customized SDSS Softpages.   If you do not install the SDSS Softpages correctly, your infobases may NOT be entirely secured under SDSS. 

If you don't understand anything else about this process, please understand this: Every sD Frame Softpage that can be used to access your infobase in an intelligible way MUST point to an SDSS Softpage.

This is the list of default SDSS Softpages with the siteDirector 4.2 Softpages they replace:

IMPORTANT: If you use a "Frame" page which is not on the list above, you must either replace it with an SDSS Softpage which is on the list, or SDSS must be updated to display your page.  SDSS can NOT secure sD Frame Softpages it does not know about.   We charge $25 per Softpage for customizations.

To download the SDSS Softpages:

1. Log into the SDSS Client website at: http://dns.scbbs.com/~client
2. From the Client Top Menu you will see an option to "Download SDSS Softpages".  Select this option. 
3. You will see a link to download the SDSS Softpages.  Right click on this link and select "Save As" option to download the following file to your computer: SECUREJ.EXE.  This is a self-extracting PKzipped archive of the default SDSS Softpages listed above. 
4. Once downloaded, simply "run SECUREJ.EXE" and you will be prompted for the directory to store the archived files.  Select your siteDirector Softpages subdirectory.  It should extract at a minimum the files you see on the list above.   If any file from that list is missing, please contact the SDSS System Administrator immediately.

To install the SDSS Softpages.  Essentially, you want to use the SDSS Softpages where you would normally use the sD Softpages.  The following assumes you are replacing the sD default Softpages listed above.  After successful completion of the following, URL requests using the default sD Softpage names will now use the SDSS Softpages (i.e., an sD URL request to an infobase using "softpage=Doc_Frame_Pg42.htm" will now execute "securej_Doc_Frame_Pg42.htm"):

1. Log into your siteDirector configuration program.
2. Create a "Settings Group" called "SECUREJ".
3. Drag the following default sD Softpages from "Default Configuration, Softpage Aliases" to "SECUREJ, Softpage Aliases":

   Doc_Frame_Pg42.htm
   Document42.htm
   Browse_Frame_Pg42.htm
   All_Frame_Pg42.htm
   Search_Frame_Pg42.htm
   Toc_Frame_Pg42.htm
   ref_BrowseView42.htm
   ref_SearchView42.htm
   ref_MainView42.htm

4. In "SECUREJ, Softpage Aliases", edit the following Sofpages to point to new values:

   Doc_Frame_Pg42.htm -> securej_Doc_Frame_Pg42.htm
   Document42.htm -> securej_Document42.htm
   Browse_Frame_Pg42.htm -> securej_Browse_Frame_Pg42.htm
   All_Frame_Pg42.htm -> securej_All_Frame_Pg42.htm
   Search_Frame_Pg42.htm -> securej_Search_Frame_Pg42.htm
   Toc_Frame_Pg42.htm -> securej_Toc_Frame_Pg42.htm
   ref_BrowseView42.htm -> ref_BrowseView42.htm
   ref_SearchView42.htm -> ref_SearchView42.htm
   ref_MainView42.htm -> ref_MainView42.htm

   *Remember to create a new secret web page alias for securej_Login.htm.

5. Add the "infobase alias" of each infobase you wish to secure to the SECUREJ settings group.

If any of the above is unclear in any way, please contact the SDSS System Administrator for assistance.  This is the most critical portion of the SDSS system.  It only needs to be done once, but if it's not done correctly you may experience quite a few problems down the road.

Important Note: Before you assign infobase aliases to the new SECUREJ settings group, you should first create the SDSS Infobase Record(s) for each alias to make sure they are not duplicated in SDSS.

Very Important Note: Please do not replace your Default Softpage Aliases for your siteDirector Site with SDSS Softpages.  You should only use SDSS Softpage aliases in settings groups, such as SECUREJ.

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Provide shopping cart and online payment mechanism for shipped or downloaded information products.

For information products such as CD's, books and one-time file downloads, we provide a shopping cart mechanism integrated into our e-commerce system.  The shopping cart allows users to pick and choose items they wish to purchase for shipping or download, and calculates a final total for an itemized credit card purchase.  Upon successful authorization of the credit card, the user is given immediate download access or notified of intent to ship the items ordered.  You, our client, are sent a copy of the receipt as well as either a notice to ship requested items or notification of file(s) downloaded.

Access to the shopping cart  requires an SDSS Subscription for at least one Subscription Record, even if you do not intend to offer infobase or file download subscriptions.

The difference between a File Download Subscription and a File Download Purchase using the shopping cart is as follows:  A File Download Subscription gives end-users access to a file over a period of time.   It is intended as a mechanism for delivering updates to infobase or other software products on an on-going basis.  A File Download Purchase via the shopping cart is intended as a one-time purchase of the file in question.

Shopping Cart Getting Started: The process for using the SDSS Shopping Cart   for your shipped or downloaded products:

1. Sign up for an SDSS Client Account at our website: http://www.scbbs.com/sdss.html.  This will give you an administrative "Client"  login username/password, and a "Source" code used to maintain your company-specific information.  If you only intend to use the shopping cart, you can use the default number of   "Subscriptions" and "Infobases".  Yes, we know you don't need them, but this is a requirement for access to the cart. 
2. Log into the SDSS Client website at: http://dns.scbbs.com/~client and define your Subproduct Record(s) (SUBPRODUCT).  The Subproduct Record describes the item you are selling.  The Subproduct Record consists of: the name of the physical file to be downloaded if this is a download product, the title of the product, a description of the product, the currency (always "usd" for now), the price, the main product code (we will give you this), the URL which contains detailed info on the product, the size of the file if it is a download product, the shipping type (ship or download), shipping weight per unit for US, Canada and outside US and Canada, and the source code (this is assigned to you when you sign up as an SDSS Client).  If you need to calculate shipping, you will need to create a Shipping Table.  If you need to calculate taxes, you will need to create a Tax Table.
3. If you are selling file downloads, you need to e-mail the administrator sysop@scbbs.com to advise of such.  The administrator will let you know the ftp site where you should upload your files.  The administrator will also give you the information necessary to enter the download file information into the File Download table.  ALL SDSS controlled file downloads must be defined in the File Download table.  Successful file download purchases  notify the end-user at the time of purchase of the location of the file and how long it can be downloaded from that location (normally 24 hours).
4. The URL to point to items in the shopping cart from your website is as follows:  http://dns.scbbs.com/client-cgi-bin/cart.pl?<source code>+<subproduct code>+<product code>+<shipping type>.   So, for example, if your source code is: A1, and your subproduct code is: NA1003, and the product code is: NA, and the shipping type is "D" for download, then you would point to the following shopping cart entry:  http://dns.scbbs.com/client-cgi-bin/cart.pl?A1+NA1003+NA+D

That's it.  Once the files are uploaded to the correct directory, the Subproduct Record entries created, and the appropriate links added to your website, you are online and ready to go.

Again, remember that the system is e-commerce ready as soon as you enter your Subproduct information.  It will use our merchant account (at a fee of 25% per transaction) until we have set it up to use your merchant account.

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Configure and maintain, online via browser, all service information

Whether you select infobase subscriptions, download subscriptions and/or shopping cart, you can completely control the operation of your SDSS application with a simple web browser.

Once you have purchased an SDSS Client Account, all service information maintenance options can be accessed by logging in at: http://dns.scbbs.com/~client

Once logged in, you will see the "Client Top Menu" which will display the following options:

• Customer Maintenance
• SD Security Maintenance
• SD SQL Query
• Source Record Maintenance

Customer Maintenance

Options:

• Customer (Transactions)
• SubProduct
• AP
• Product
• Shipping
• Taxes
• PO

Here is where you can see Customer Transaction, Accounts Payable  and Product Code records.  You also enter SubProduct Records  here for the items you wish to sell with the shopping cart.

SD Security Maintenance

Options:

• Infobase
• Subscription
• Customer Log
• Customer (Login Accounts)
• Files (File Downloads)
• Referer File

Here is where you maintain Subscription, Infobase and File Download records.  You can also maintain your sD Customer (end-user) records here as well as view the sD Customer Log to see who is logged in.  sD Customer Accounts are created to allow end-users to access subscription services you have set up.  In Paid, Free and Download subscriptions, sD Customer Accounts are created on the fly.  With Private subscriptions, they have to be created manually.  However, you can create/update/delete sD Customer Account records at any time for any subscription service under your Client Source Code.   Also, you can use the option to "add" an sD Customer Log record to "login" an sD Customer Account, or create a perpetually logged in account (by IP number).

Source Record Maintenance

Here you maintain basic information on your Client Account such as name, address, phone, etc...  You also indicate here the name and phone of the contact person to appear on subscription/shopping cart CC order pages.

The only option is the Source Record.

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Generate comprehensive reports, online via browser, on all service activity.

Once you have purchased an SDSS Client Account, all service information maintenance options can be accessed by logging in at: http://dns.scbbs.com/~client

You can list on your browser screen, all Customer Transactions, SubProducts, AP Records, Subscription Records, Infobase Records, sD Customer Log Records and sD Customer Account Records which are tied to your Client  Source Code.  The Customer Transaction and AP Record online listings also display total amounts.  The "Subscription" display also gives you an option to create a download file in Standard Data Format (SDF) of all customers signed up for the subscription.  However, SDSS has one of the most powerful database query tools available:

SD SQL Query

From the SD SQL Query screen, you can submit SQL queries to the following database files ("tables"):

1. Customer Transaction (CUSTOMER)
2. sD Access Log (SDLOG)
3. Accounts Payable (AP)
4. sD Customer (SDCUST)
5. Shipping Table (SHIPPING)
6. Tax Table (TAXES)
7. Purchase Order Table (PO)
8. sD Customer Login Log (SDCUSTLOG)

You can optionally select the results of your query to be displayed to your screen, or stored in a SDF (Standard Data Format) file which you can download to your computer.   The Standard Data Format is ASCII, comma delimited fields contained within quotation marks with each line terminated by a carriage return/line feed pair.

For example, let's say we have a database file (or "table") called: NAMES.   Let's say further that the table contains three fields (or "columns"): NAMES_NAME, NAMES_PHONE, NAMES_FAX.  You can enter the SQL query: "SELECT * FROM NAMES".  If you select your output to "Download", a file will be created with SDF record lines resulting from this query of all records and all fields from NAMES.  The file would would look like this:

"name1", "phone1", "fax1"
"name2", "phone2", "fax3"
"name3", "phone3", "fax3"

If you do not know SQL, there are default queries set up for each file, which will by default print all records from the the past 30 days.  All you have to do is click on the selection you wish.  You can get to the SD SQL Query module from the Client Top Menu, which appears after logging in as a Client at: http://dns.scbbs.com/~client

siteDirector Access Log Record (SDLOG)

Log records are recorded automatically by SDSS each time a logged in user accesses a secured infobase. Log records are also created each time a user logs in and each time a change is made to a user account using SDSS Client Utilities. The sD Access Log cannot be updated manually. The only place you can access this log is from the "SD SQL Query" option from the "Client Top Menu".

SD Security Maintenance

Subscription Record (SDSUB)

This record is used to define an infobase or file download description.  If this is an Infobase Subscription, you must also define an Infobase Record.  If this is a File Download subscription, or an Infobase Subscription which contains file downloads, you must define a File Download Record for each file to be downloaded.

Once a subscription is set up, end-users can be pointed to the Subscription Login screen using this URL:

http://dns.scbbs.com/client-cgi-bin/secure_login.pl?<source code>+<subscription code>
Ex: http://dns.scbbs.com/client-cgi-bin/secure_login.pl?A1+O1006

To purchase/signup for the subscription, please point users to:

http://dns.scbbs.com/client-cgi-bin/secureord.pl?<source code>+<subscription code>
Ex: http://dns.scbbs.com/client-cgi-bin/secureord.pl?A1+O1006

SDSS has a mechanism to e-mail the username and password to users who have fogotten them.  This URL is:

http://dns.scbbs.com/client-cgi-bin/secureord.pl?<source code>+<subscription code>+lost
Ex: http://dns.scbbs.com/client-cgi-bin/secureord.pl?A1+O1006+lost

The "MaxSize" is the maximum number of characters you can enter for the field.  Please refrain from entering single or double quotation marks (""", "'") in any fields, except for single quotation marks in SQL query character fields.

SD Security Maintenance

Infobase Record (SDNFO)

This record is used to define what infobases are to be secured by SDSS, and what subscriptions they belong to.  Remember that the name here always refers to the infobase "alias" as defined in your siteDirector implementation, and not the actual physical infobase filename.

The "MaxSize" is the maximum number of characters you can enter for the field.  Please refrain from entering single or double quotation marks (""", "'") in any fields, except for single quotation marks in SQL query character fields.

Infobase Subscription Record (SDNFOSUB)

This record is used to define what Subscription Records a particular Infobase Record belongs to.  Note that "Folio Infobases" Infobase Records can only belong to one subscription identified in the SDNFO_NAME field of the Infobase Record, but other content types can belong to multiple Subscription Records, and those Subscriptions are identified in this table.

The "MaxSize" is the maximum number of characters you can enter for the field.  Please refrain from entering single or double quotation marks (""", "'") in any fields, except for single quotation marks in SQL query character fields.

SD Security Maintenance

SD Customer Log (SDCUSTLOG)

The sD Customer Log records each end-user login.  When the login period has expired, the log record is deleted.  Generally, the records you see in this log at any particular time reflect users who are actually logged in.  The only exception to this are users you have logged in or for whom you have created a "IP Recognition" login.  A "IP Recognition" login is a Customer Log record created with an extended expiration time and designed to allow a user or group of users from an IP or IP range to be logged in automatically.  For example, if you wish to allow an end-user to access your SDSS protected content at any time without logging in, you would create a Customer Log record with that end-user's IP address, and give it an expiration time way into the future (like 6 months or a year or more).  This user's accesses would still be recorded in the siteDirector Access Log (SDLOG), but the user would not have to log in to access secured SDSS protected content such as infobases or file downloads.

In addition to single IPs, you can also enter IP networks or ranges.

• IP Network "*" (full 255 addresses).  For example, if you wanted all users from IP network 199.182.110. to be logged in automatically or "IP recognized", then you would create a Customer Log record and enter "199.182.110.*" in the SDCLOG_IP (Log IP Address) field.
• IP Range "-".  If you wish all users from IP addresses 199.182.110.0 through 199.182.110.64 to be automatically logged in or "IP recognized", then you would enter "199.182.110.0-64" in the SDCLOG_IP field.
• Network / Range Combinations.  If you want all users from all IP networks from 199.182.110. to 199.182.115. to be automatically logged in or "IP recognized", then you would enter "199.182.110-115.*" in the SDCLOG_IP field.

If this is an IP Recognition record, you must enter "Y" into the "Auto-Recognize" SDCLOG_RECOGNIZE field, meaning you wish this IP to be automatically recognized and logged in using the SDSS Customer name in the "SDCLOG_USERNAME" field. field.

If this is an SDSS Verification Server IP Record, please refer to the SDSS Verification Server Process help file "Customer Log (SDCUSTLOG) IP Record" for setup instructions.

The "MaxSize" is the maximum number of characters you can enter for the field.  Please refrain from entering single or double quotation marks (""", "'") in any fields, except for single quotation marks in SQL query character fields.

SD Security Maintenance

SD Customers (SDCUST)  

sD Customers are end-users who have signed up for one or more subscriptions.  For simplicity's sake, we include File Download Subscriptions in this file as well.  Note: Please do not confuse the sD Customer file with the Customer Transaction (CUSTOMER) file.  The sD Customer Record is created, generally, by the end-user subscribing to a subscription service.  If the end-user pays for access, that transaction is recorded in the Customer Transaction (CUSTOMER) file.  Only the end-user subscription signup information is recorded here.

You may create sD Customer Records manually.  Generally, if your subscription type is "Private", you may pre-generate customer records to assign manually.   You may also want to create demonstration account records, or accounts that you may want to give to end-users without them having to sign up.  Finally, you may also wish to edit information in an account -- in particular the expiration date.

Click here to see the Subscription Login URL (also URL for obtaining lost/forgotten password).

The "MaxSize" is the maximum number of characters you can enter for the field.  Please refrain from entering single or double quotation marks (""", "'") in any fields, except for single quotation marks in SQL query character fields.

SD Security Maintenance

SD File Download (FILES)

SDSS has the ability to control access to files outside of Infobases.  These can be graphic files, text files, HTML pages, PDF files or program files.  All file downloads, whether for File Download Subscription or Infobase Subscription or Shopping Cart purchases must be defined in the File Download Table here.  

Once the file is entered, you will see a button to add subscriptions to it at the bottom of the page.  You must add all subscription(s) that this file belongs to.  If you do not, people who purchase the subscriptions will not be able to see or download the files.

If the file will ONLY be downloaded via Shopping Cart purchase, then it is not necessary to add a subscription to it.

Please note that if the file is part of an infobase subscription, but it is not important that people can access it outside of the subscription, then it is not necessary to define it here.  This database is only for files which you want secured by subscription login or purchase.  And, the file "hostpath" is the only way to get to SDSS-defined files.

The "MaxSize" is the maximum number of characters you can enter for the field.  Please refrain from entering single or double quotation marks (""", "'") in any fields, except for single quotation marks in SQL query character fields.

FILESUB Table  

This table determines what Subscriptions each file belongs to.  This is maintained under SD Download Files (File Maintenance) in SD Security Maintenance).

SD Security Maintenance

SD Referer (REFERER)

SDSS has the ability to allow automatic logins to subscritions based upon the referer URL -- that is, based upon the URL which refers the login link.  In order to have automatic logins from a referer URL, you must have the following:

1. A referer page which contains a link to secure_login.pl.  The link must be constructed as follows:
   
   secure_login.pl?feed_action=loginr&subscription_code=<code>
   
   So, in order to automatically log in a user who is referred from this referer page into subscription code O1021, your link would be constructed as follows:
   
   <a href="http://dns.scbbs.com/client-cgi-bin/secure_login.pl?feed_action=loginr&subscription_code=O1021">Your text here</a>
   
   This file name of this referer page should be created in lower case letters ONLY.  Ex: thispage.html and NOT ThisPage.html.
   
2. The exact URL of the referer page above (Step #1) entered into the Referer File section of  the SDSS Security Maintenance module. This is the URL entered into a browser to get to the page which contains the referer login links. For example:
   
   http://www.testsite.com/thispage.html
   
   The URL should be entered into the Referer File along with the SD Customer Login Username (SDCUST_USERNAME) to be used for the subscriptions to be accessed, the Source Code of the SDSS Client under which the username is a customer, and a default Subscription Code to be accessed from the referer (the actual subscription code to be accessed is sent in the referer link to secure_login.pl).
   

Once the referer page is created, and its URL entered into the referer file, users who follow login links from this referer URL are automatically logged into the subscriptions identified in the links.

Please note that the referer link can only log in users using the username identified for the referer URL in the Referer File.  So, any subscription that you wish to log a user into from the referer URL MUST be attached to the SD Customer Login Username inserted into the Referer File record for this URL..  If you do not do this, the automatic login will fail for any subscription that is not attached to the Referer File Username used for this particular URL.

The "MaxSize" is the maximum number of characters you can enter for the field.  Please refrain from entering single or double quotation marks (""", "'") in any fields, except for single quotation marks in SQL query character fields.

SD Security Maintenance

Customer Maintenance

Customer Record (CUSTOMER)

This file contains the Customer Credit Card Transaction information.  All CC transactions processed through SDSS, regardless of whose merchant account is used, are recorded here.  Currently, SDSS only stores successful CC transactions.

Customer Records can only be created as a result of Credit Card transactions.    They can only be updated by the SDSS System Administrator.  You may only view transactions under your Source Code authorization.

Customer Maintenance

SubProduct Record (SUBPRODUCT)

You should speak to the SDSS Administrator before entering SubProduct Records.   You should know what Product Code to use, as well as file download information.

If you intend to sell products (shipped or downloaded) via the SDSS Shopping Cart, then you must define those products here.  Once the product is entered, you link to it for Cart access in the following manner: 

http://dns.scbbs.com/client-cgi-bin/cart.pl?<source code>+<subproduct code>+<product code>+<shipping type>
ex: http://dns.scbbs.com/client-cgi-bin/cart.pl?A1+NA1003+NA+D

The "shipping type" will either be "S" for shipped via mail or "D" for file download.

If you are selling file downloads, please make sure you have the correct file name defined here, and the correct download directory name defined in your Client Source Account Record.   You are also responsible for making sure the actual files are in the correct directory at the correct FTP site.  If you do not have this information, you should contact the SDSS System Administrator before making any products available for download.

The "MaxSize" is the maximum number of characters you can enter for the field.  Please refrain from entering single or double quotation marks (""", "'") in any fields, except for single quotation marks in SQL query character fields.

Customer Maintenance

Accounts Payable Record (AP)

Payments due to a particular Source Account as a result of SDSS credit card transactions are recorded in the AP file.  These records can only be created by credit card transactions.  They can only be updated by the SDSS System Administrator, who will normally update them to reflect payments made or cancelled.

Customer Maintenance

Product Record (PRODUCT)

This file lists all Product Codes which can be used.  Only the SDSS Administrator can add or update these records. 

Customer Maintenance

Shipping Record (SHIPPING)

If you are selling products via the Shopping Cart which require calculation of shipping charges, here is where you enter the shipping table.

When an end-user requests a "shipped" SUBPRODUCT from the Shopping Cart, the weight of the item is matched against this table.  If you make no entries to this table for your Source Code, no shipping is calculated.  If the weight of the item does not match any record configuration (combinarion of shipping destination, shipping method and shipping weight), then no shipping is calculated.

Currently, SDSS only calculates shipping against Subproduct items marked as "shipped".  It only handles three shipping regions: United States, Canada, and anywhere outside of the US and Canada.  And, it only provides for three shipping "types" or methods: Standard, 2nd Day Air, and Next Day.

Please note that the SHIP_EQUALTO column is the weight equal to value. The SHIP_LESSTHAN column is the weight less than. If we put "3" in the EQUALTO column and "4" in the LESSTHAN column, and we have an item which is 3 lbs or 3.1 lbs or 3.9 lbs, it would under

= (equal to) 3  and  (less than) < 4

Customer Maintenance

Tax Record (TAXES)

If you are selling products via the Shopping Cart which require calculation of   taxes, here is where you enter the tax table.

Currently, SDSS only calculates taxes against Subproduct items marked as "shipped".  It does NOT calculate taxes against Subscriptions or File Downloads.  Furthermore, SDSS only calculates taxes for States and Provinces within the United States and Canada.  It does NOT calculate taxes for any region outside of the United States or Canada.

When an end-user requests a "shipped" SUBPRODUCT from the Shopping Cart and fills out the Payment Form, the state/province code of the BILL TO address is checked against the tax table for the source code indicated on the form.   If the there is a tax record which matches the state/province code AND source code on the Payment Form, tax is calculated against the total amount of the Subproduct items listed on the form. 

If you make no entries to this table for your Source Code, no tax is calculated.   If the source code and the state/province code entered by the end-user on the Payment Form does not match any record entered in this table, then no tax is calculated.   Again, only Subproduct items marked as "shipped" can be taxed within SDSS at this time.

Customer Maintenance

Purchase Order Record (PO)

If you accept purchase orders, and mark SRC_ALLOWPO as "Y" in your SOURCE Record, then you need to fill out a PO Record for each organization you will allow to purchase items via Purchase Order.

If an end-user wishes to purchase an item via Purchase Order:

1. A PO Record must be created here, with a unique username and password for the user's organization.
2. You must make sure your Source Record has SRC_ALLOWPO marked as "Y".
3. When the user fills out the Payment Form for the items, he/she must use enter the username/password you supply here for the transaction to process successfully.
4. Successful transactions will record PO number in CUST_PO field of CUSTOMER transaction record.

Customer Maintenance

Source Record Maintenance

Source Record (SOURCE)

The Client Source Account record is used to provide information about you, the SDSS Client.  There are certain fields you can update, and others you cannot.

The "MaxSize" is the maximum number of characters you can enter for the field.  Please refrain from entering single or double quotation marks (""", "'") in any fields, except for single quotation marks in SQL query character fields.

Remote Order Processing 

Remote Order Processing sends a file to your server each time a transaction for one of your SDSS Products or Subscriptions occurs.  This allows you to do order processing locally as credit card or PO transactions occur.

The following describes the format in which the remote order processing info is sent.  Each transaction sends a minimum of 4 records.  Record #4, "Line Items", is duplicated for each separate product (SDSS "SubProduct") in the transaction.  This process requires:

1. The Perl cgi-bin program "processorder.pl" is installed and running correctly on your web server.  See SDSS Administrator for details on this.
2. SRC_PROCESS = "Y".
3. SRC_PROCESSURL = the URL at which the Perl cgi-bin program "processorder.pl" is available on the remote machine.  For example: "https://www.yourserver.com/cgi-bin/processorder.pl".  This should run on a secured web server.
4. SRC_PROCESSPW = the password you have hard coded into the "passwordVerify" field of "processorder.pl". 

File format for order processing program

This is the layout in which information sent using Remote Order Processing is saved on your local hard disk.  

File Lay Out: Uppercase all, ‘|’ separated, ‘size’ indicates maximum length not fixed length

Record 1 (CC / PO Info):

Field Name                 Size        Default Values

Record Type                    02            H1
Batch_no                       09            Unique No for Order
Email Address                  40               
Phone                          12
Shipping Method                04
Payment_method                 02            PO or CC
PO Number                      15
Credit Card Type               06
Credit Card Number             20            No spaces or blanks
Name ON CC First Name          08
Middle Init                    02
Last Name                      18
Expiration month               02
Expiration Year                04
Comment                        60
Alternate Phone                12            Text
Fax                            12            Text
Source Code                    06                       
Customer Number                10
Order Method                   02            ‘EW’

Record 2 (Bill To Info):

Field Name                 Size        Default Values

Record Type                    02            H2
Batch_no                       09            Unique No for Order
Bill To First Name             08
Middle Init                    02
Last Name                      18
Title                          05
Company/Institution            35
Address 1                      35
Address 2