Connecting Security Center to a CSV parser - Transaction Finder

To use .CSV files to import transaction data from your point-of-sale (POS) system, you must configure a CSV parser in Security Center.

1. From the Config Tool home page, open the Plugins task.
2. Expand the Transaction Finder plugin role, select the CSV parser from the entity browser, and then click the Properties tab.
   
3. Log in to the parser configuration page using the username and password you defined during the parser installation.
   NOTE: If this is your first time logging in, your credentials will be accepted, encrypted, and saved.
4. In the Server configuration section, enter 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 terminals across multiple stores are uniquely identified. Turn on Include location in terminal ID for the parser to add the location of the terminal to the transaction. This setting is required when the identifiers for terminals 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. (Optional) To import a parser configuration from a .json file, click the Import () button in the header of the Parser configuration section.
   
7. In Parser configuration > Properties section, enter the following:

   Parsing name

   Name the parsing configuration.

   Parsing cadence

   Provides the option to disable parsing, or have parsing occur on a schedule.

   Start date

   Start date and time of the first parsing session, when parsing cadence is enabled.

   Recurrence

   Time interval between two parsing sessions, when parsing cadence is enabled. The time interval can be defined in minutes, hours, or days.

   
8. In the Parser configuration > Source section, enter the following:

   Input folder

   Enter the file path where the .CSV files reside.

   Column delimiter

   Enter the characters used to separate values in .CSV files.

   Skip line count

   Enter the number of rows to skip before reading the next line. For example, if the skip line value is 2, but your first row is a header, parsing will begin at line 4 of your .CSV file. If your first row is not a header, parsing will begin at line 3.

   First row as header

   This slider indicates if the first row of your .CSV file uses the first row as a header.

9. In the Fields section, click the Detect file format button.
   
   The parser automatically creates a source field of each column detected in the first .CSV file of the input folder. A preview of the source field selection is available by clicking on the refresh button. It reads the first .CSV files in alphabetical order of the input folder. If more fields are required, click Add field.
10. In Destination > Mappings, do the following:
    • 1. Choose between basic mapping and advanced mapping.

         

      2. Map your fields to the columns in your .CSV file.
11. In the Settings section, enter the following:

    Move file on error

    When enabled, the file is moved to the folder specified below when parsing of the .CSV file fails. If disabled, the file is deleted.

    Folder path on error

    Enter the folder path for failed parsed files.

    Move file on success

    When enabled, the file is moved to the folder specified below when parsing of the .CSV file is successful. If disabled, the file is deleted.

    Folder path on success

    Enter the folder path for successfully parsed files.

12. Click Save.