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Upgrade Preparation
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Note: The following section pertains only to those users who are upgrading
their existing copy of PCCharge. If you are installing PCCharge for the first
time, you can skip ahead to the section Installation (see page 21).
The following instructions must be followed PRIOR to upgrading your existing version of
PCCharge Payment Server. We recommend that you work with whoever generally uses or
originally installed PCCharge. Make a check next to each step after its completion.
WARNING: Failure to observe proper upgrade procedure may result in loss
of data and/or program functionality.
__ 1. If you are using any sort of point of sale (POS) software in combination with
PCCharge, check with that software's manufacturer to make sure it's compatible with
the version of PCCharge to which you are upgrading.
__ 2. Review the section System Requirements to make sure that your system meets the
requirements of PCCharge (see page 14). The system requirements may have
changed since you last installed PCCharge.
__ 3. Start your copy of PCCharge Payment Server if it isn't already running. To open
PCCharge Payment Server:
• Click the Windows Start button at the bottom-left of your screen.
• Click Programs.
• Click VeriFone.
• Click PCCharge Payment Server.
• Click the PCCharge Payment Server icon.
__ 4. The person who normally settles/closes batches should complete this step.
Settle or close any batches you may have that are open. To do so, click Batch on
the PCCharge menu bar (near the top of the PCCharge Payment Server main
screen). Click Settle… or Close… (varies by processing company). Proceed with
normal batch settle/close steps. You must settle/close ALL open batches for ALL
accounts before upgrading--otherwise, data may be lost and money may not be
transferred to your account(s).
If your account is host-based and set to "auto close", it is recommended that you
upgrade after the auto close has taken place and before any new transactions are
processed.
__ 5. Click Setup on the PCCharge menu bar. Click Configure System. The Configure
Setup window will appear. Uncheck the option Secure Card Numbers if it isn't
already unchecked (and if it is accessible in your version of PCCharge). Click OK.
Depending on the size of your database, it may take a few minutes for PCCharge to
complete this procedure.
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