Setting up Portfolio to process payments is a multiple-step procedure that requires setting up functions in a number of places inside and outside the Portfolio system.
| 1 | Set up a Business account with PayPal for your library (see www.Paypal.com for more information). |
The minimum level PayPal account that works with Portfolio is the Web Payments Standard account. For a consortium, if you want payments to be associated with each library separately, you must apply for separate PayPal accounts and associate each account with a corresponding payment account.
Note: If you want to integrate with a different payment service, SirsiDynix Professional Services can set it up for you for an additional fee. Contact your SirsiDynix representative for more information.
| 2 | Enable Instant Payment Notification for the PayPal account. |
The Notification URL is your library's Portfolio address "/client/ipn.listener". For example: http://<site code>.ent.sirsi.net/client/ipn.listener"
| 3 | Log in to your SirsiDynix Web Services and make sure that the Discovery Server URL and Web Services URL are entered correctly. |
| 4 | Add the appropriate web service (see Adding or editing a web service definition |
Portfolio uses Symphony Web Services or Horizon Web Services to connect to the ILS and process fines and payments. Before you can set up a payment account, you must have a web service defined and working correctly.
| 5 | Set up an authentication server using the same web service you set up in step 4 (see Setting up a Web Services server). |
| 6 | Add the authentication server to any profile that will provide payments (see Editing a search profile). |
| 7 | Set up a payment account (see Adding or editing a payment account). |
Important: Any payment account created in Portfolio remains active until it is deleted. If a payment account is not in use, you should delete it.
If in an account there are no libraries selected, that payment account becomes the default for all of the libraries (those listed in the Available list) in your Portfolio instance that have not been specified to be serviced by a different payment account. For example, you set up account A and do not specify any libraries. This account becomes the default account for all libraries when patrons make payments. Later, you set up account B and specify libraries 1 and 2 to be serviced by the account. When patrons pay fines for libraries 1 and 2, the payments are serviced by account B, but all other libraries in your system are serviced by account A.
Important: Selecting a single library to be serviced by multiple payment accounts does not add both accounts to the patron payment options. Instead, Portfolio chooses only one of the accounts to display on the payment screen.
| 8 | Set up the Fines & Fees options in the My Account settings for the profile (see Configuring My Account settings). |
| 9 | Set up the currencies for the web services (for more information, see the Web Services documentation): |
| a | Log in to the Web Services admin. |
| b | Choose Currency Mappings. |
| c | Select the proper Currency Code for the currency Policy name. |
| 10 | If you are using Symphony Web Services, set up the payconfig configuration file on the Symphony server: |
| a | Navigate to Unicorn/Webcat/Config and open the payconfig file. |
| b | Enter in values for the four fields in this file. |
If your site does not use the Accountability Module, enter "NONE" for the login_clearance. For example:
user_id|SIRSI|
login_clearance|NONE|
login_user_access|SIRSI|
station_library|MAIN|
Related topics
Fields: Add/Edit Symphony Web Services Authentication Server
Fields: Add/Edit Horizon Web Services Authentication Server
Fields: Add/Edit Symphony Payment Account
Fields: Add/Edit Horizon Payment Account
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