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Installing Sage Exchange Desktop

Before you can configure the integrated application to use Sage Exchange Desktop, you must complete the boarding process, where Sage Payment Solutions assigns you a merchant account (merchant ID and merchant key). Contact a Sage Payment Solutions Sales Representative at 800-652-2370 to obtain your merchant credentials.

Note If you are a developer working on a Sage Payment Solutions integration, send an e-mail message to sdksupport@sage.com for assistance.

Understanding merchant accounts

Sage Payment Solutions offers two types of accounts for merchants; Vault-only and Processing. A Vault-only account allows you to store credit card information in the Sage Payment Solutions Vault via Sage Exchange Desktop but does not allow you to process credit card transactions such as sales and refunds. A Processing account allows you to store credit card information in the Vault and to process transactions.

If you are a developer, you do not need a merchant account to integrate with Sage Payment Solutions.

Note If you have a Vault-only account and want to upgrade to a Processing account, contact an Account Executive at 800-261-0240 ext. 410800 or vaultconversion@sagepayments.com.

Installing Sage Exchange Desktop

You can install Sage Exchange Desktop directly from the Sage Exchange Desktop Installation web page or download and save it to install from a network file share, local hard drive, or storage media such as a CD-ROM. The installation consists of two parts; a COM component that contains the SDK (MSI installation package) and the Desktop application. The COM component is a one time installation applicable to all users that does not require updating; however does require administrator rights to install. The Desktop application is installed per-user; therefore, each user who needs to process credit card transactions must install it (administrator rights are not required).

How to install Sage Exchange Desktop:

Note The steps below detail installing the COM component first because it is a prerequisite to the Desktop application. If it is not detected on the workstation, it is automatically installed with the Desktop application; however, installing the COM component first installs the Sage Payment Solutions certificate in the Trusted Root Certification Authorities and Trusted Publishers certificate stores. This prevents the “Unknown Publisher” warning message from opening when you install Sage Exchange Desktop.

1. Go to https://www.sageexchange.com/install/setup.exe to open the View Downloads dialog box for the COM component installation.
2. Click Run to run the setup file directly from the web page or click Save (or Save As to choose the folder in which you want to save) to save the file then double‐click it after the download completes to run the installation.
3. Go to https://www.sageexchange.com/install/frminstall.aspx to open the Sage Exchange Desktop Installation web page.
4. Review the list of prerequisites then click Next to open the Sage End User License Agreement (EULA) page.
5. Review the EULA then click Install.
6. If the COM component is not detected on the workstation, your operating system may display a security warning indicating that the publisher cannot be verified. Click Install to continue the installation and to verify application requirements.
7. The Installing Sage Exchange Desktop dialog box opens, which displays the installation progress bar. Sage Exchange Desktop is installed to C:\Program Files\Sage Payment Solutions\Module SDK.

Additional installation information

Consider the following items for alternate installation methods or if you are integrating your software application with Sage Exchange Desktop:

• Zip file download – Go to one of the links below to download a zip file containing the Sage Exchange Desktop installation:
• Full installation (includes all prerequisites) ‐ https://www.sageexchange.com/install/setup.zip.
• Minimum installation (excludes prerequisites) ‐ https://www.sageexchange.com/install/baresetup.zip. This option is useful if the user is offline during the installation or to include the Sage Exchange Desktop installation in software distribution. Extract the contents (preserving the paths) then execute setup.exe in the root folder to begin the installation process.
• MSI silent installation command – Use msiexec.exe /i "path and filename of MSI" /qn.
• Registry entries – The following registry entries are related the COM classes/interfaces supported by the SDK. Integrators can code them into their application to detect a valid MSI SDK installation. If these keys are not detected in the registry, it is an indication that the installation of the MSI SDK has failed.
• [LOCAL MACHINE]\Software\Classes\CLSID\{41A449A9‐EFA9‐45E5‐A6BD‐9896A8194CD0}
• [LOCAL MACHINE]\Software\Classes\CLSID\{89BB4535‐5A89‐43A0‐89C5‐19A4697E5C5C}
• [LOCAL MACHINE]\Software\Classes\SpsModuleSkdCL.ModuleClient
• [LOCAL MACHINE]\Software\Classes\SpsModuleSkdCL.ModuleResponse

Verifying the Sage Exchange Desktop installation

After installation, verify that the Sage Exchange icon (SE) runs as a service in the Microsoft Windows System Tray. The SE icon must display in the System Tray to use Sage Exchange Desktop for credit card processing.

Installing payment device drivers (optional)

The Sage Exchange Desktop Installation web page provides links to download software drivers for the Ingenico 3070 Card Reader, Ingenico iPP320 Card Reader, and the RDM EC Series Check Scanner. After installing Sage Exchange Desktop, follow the steps below if you need to install software drivers for any of these devices.

Note Go to https://support.sagepayments.com/FileManagement/Download/c06aa3c82f914bff873d09e3939afabd to download then review the Sage Payment Solutions Ingenico iPP320 Setup Guide before installing your Ingenico iPP320.

1. Go to https://www.sageexchange.com/install/frminstall.aspx to reopen the Sage Exchange Desktop Installation web page. Find your device below then follow the driver installation steps:

• Ingenico 3070 Card Reader - Click the link for your operating system to download the corresponding USB driver:
• Microsoft Windows XP or Microsoft Vista ‐ Go to https://www.sageexchange.com/install/3070USB.zip to download the USB driver. After completing the download, extract the zip file then double‐click CP210xVCPInstaller.exe to install the driver.
• Microsoft Windows 7 ‐ Go to https://www.sageexchange.com/install/3070USB‐7.zip to download the USB driver. After completing the download, extract the zip file then double‐click I3070VCPInstallerW7.exe to install the driver.
• Ingenico iPP320 Card Reader - Go to https://www.sageexchange.com/install/ipp320.zip to download the corresponding USB driver for Microsoft Windows XP, Microsoft Vista, or Microsoft Windows 7 and CPX Server . After downloading, extract the zip files into a temporary folder then:
• Locate then open the 0074‐07876‐0400, Telium USB Driver v7.0.0.3 for Win XP_VISTA_7_2008 folder then double‐click UsbDrvInstall.exe to install the USB driver.
• Locate then open the CPX Server folder then double‐click setup.exe to install CPX Server.
• RDM EC Series Check Scanner - Go to https://www.sageexchange.com/install/rdm.zip to open the File Download dialog box, where you can run the file or select a folder in which to download the driver.