Connecting Security Center to an IntelliQ parser - Transaction Finder 3.1

Transaction Finder Plugin Guide 3.1

Applies to
Transaction Finder 3.1
Last updated
2022-01-20
Content type
Guides > Plugin and extension guides
Language
English
Product
Transaction Finder
Version
3.1

To import transaction data from your IntelliQ point-of-sale (POS) system, you must enter the connection settings for the parser in Security Center.

What you should know

The first time you configure the parser, you must define the username and password.

Procedure

  1. From the Config Tool home page, open the Plugins task.
  2. Expand the Transaction Finder plugin role, select the IntelliQ parser from the entity browser, and then click the Properties tab.
  3. Log in to the parser configuration page.
    NOTE: If this is the first time logging in, whatever you enter as the username and password will be accepted, encrypted, and saved as the credentials.
  4. In the Server configuration section dialog box, add the following:
    Authentication key
    For a local parser, the authentication key is automatically provided by the plugin. For a remote parser, click the Generate new button to generate an authentication key.
    Host
    The IP address or host name of the system that receives transactions.
    Port
    The port used by the plugin to receive data from the parser. Port 443 is used by default.
  5. In the Global configuration section, enter the following:
    Tenant ID
    Identifies the site of the deployment.
    Location ID
    The code used to define the location of the point-of-sale system.
    Include location in terminal ID
    Ensures that cash registers across multiple stores are uniquely identified. Turn on Include location in terminal ID for the parser to add the location of the cash register to the transaction. This setting is required when the identifiers for cash registers are reused across multiple locations. Example: Store01 has terminal01 and terminal02, and Store02 has terminal01 and teminal02.
    Timezone
    The time zone in which the point-of-sale system is located.
    Culture name
    The region and language used by the point-of-sale system.
  6. In the Parser configuration section, enter the following:
    Convert to UTC time
    Switch ON to use UTC for all timestamps.
    Input Folder
    The folder that receives CSV files which indicates to the parser that new transaction data must be submitted to the plugin.
    File extension
    The file extension in the csv file name. The default is csv.
    Failed Folder
    Location of files that could not be transmitted to Transaction Finder.
  7. (Optional) If you want to retain transaction data after it has been transferred to Security Center, switch the Move files after processing option so that the slider is blue, then enter the following:
    Move File Prefix
    The prefix applied to files that are moved after processing.
    Move Folder Path
    The location of the folder that files are moved to after processing.
  8. Click Save.