The Onboarding page is used to submit environment setup requests and any change requests. You must FIRST configure the Services for Onboarding. See the appropriate Service Configuration topics below.
•Both the Merchant and the System Integrator can submit Onboarding requests.
•B2B Gateway is the only service with a separate development environment, all others use QA for development.
•Each B2B Payments Service has its own setup or configuration requirements and then an Onboarding setup request is submitted.
•The Onboarding page is used to initiate any environment setup request whether it is the initial setup or changes.
•You are notified via email once the Service Onboarding request is processed.
1.Complete the appropriate Service Configuration (links to detailed steps for each Service).
2.Once Service configuration is complete, navigate to Settings | Services | Onboarding.
3.Click to the expand the appropriate environment/phase for which you are submitting the Onboarding setup request.
a.NOTE: Certification is a slightly different procedure as there are phases. See Payment Certification for more details.
4.On the Notes tab, enter a brief description related to the request. E.g. Initial setup of QA environment.
5.Select the appropriate Service tab and then the environment/setup that you want to request. Repeat this step for each Service you are requesting.
6.Click Request Setup.
7.The Environment/Phase status changes to Requested.
a.See Onboarding Statuses below for more information on the statuses of the onboarding requests.
8.An email will be sent to the Approving Managers, Portal Admins, Onboading Edit Users, and Integration Consultants once the request is processed.
Most Services require some level of configuration and information to onboard the Merchant, which creates the applicable accounts and environments. See the setup and onboarding details per Service below.
-- Note that if you are an internal user, some of these topics include Internal help information as well. This note only displays for internal users only. --
The onboarding setup requests have the following statuses.
The purchased On-Demand Service has been entered for the Merchant and no configuration settings have been made nor Onboarding Setup Request submitted.
If you are implementing multiple on-demand services and there are any for which you have not configured and submitted an Onboarding Setup Request, the status at the environment level will go back to New once any pending requests are processed. So for example, if you co++mpleted configuration, submitted Onboarding Setup Requests for B2B Gateway and B2B Secure and those were processed, but you never completed anything for DI eCommerce, even though B2B Gateway and B2B Secure will have a status of Complete at the service level (on the tab of the Onboarding page), the top-level status for QA would read “QA (New).
The Onboarding Setup Request has been submitted. If any On-Demand Service is in a Requested status, then the top level status for that environment will indicate a "Requested" status.
For example, if B2B Gateway is in a requested status, but B2B Secure is still New because the Onboarding setup request has not been submitted, the top level status for the environment would indicate "Requested". You should click on the XiSecure tab where you will see the New status, select the checkbox and then click Request Setup to submit the B2B Secure request.
A change has been made to the configuration of a given On-Demand Service but the Onboarding Setup Request has not been submitted. If any On-Demand Service is in a Modified status and none are in a Requested status, then the top level status for that environment will indicate "Modified".
However, from the top level, if any On-Demand Service is in a Requested status, that will always be the status indicated at the environment level. So, if you modify DI eComm for example, but B2B Gateway is in a Requested status, the top level status for the given environment will indicate Requested. You should click on the DI eComm tab where you will see the Modified status, select the checkbox and then click Request Setup to submit the DI eComm change request.
The Onboarding Setup Request has been processed. Go to the appropriate On-Demand Service page(s) to obtain the necessary information to continue with Implementation activities.