When setting up a test environment for Blackbaud NetCommunity v.6.10 and The Raiser's Edge v.7.91 when both applications are NOT HOSTED, use the following instructions:

  1. Set up your BBPS account for Blackbaud NetCommunity and download Blackbaud NetCommunity v.6.10 and The Raiser's Edge v.7.91.
    1. Note: The BBPS username and password will be the same for both BlackbaudNetCommunity and The Raiser's Edge.
  2. Install Blackbaud NetCommunity and The Raiser's Edge.
  3. During the The Raiser's Edge update, at the prompt for 'Is this a test conversion', click Yes.
    1. Note:This will flag your credit card data as test, and remove it from BBPS after 14 days.
  4. After setup is complete, go to Administration - Merchant Accounts in Blackbaud NetCommunity and to Configuration > Business Rules Merchant Accounts in The Raiser's Edge.
    1. If you have not set up your Production Environment, edit and rename the accounts to identify them as a demo or test account (ex. IATS Account - DEMO) in both Blackbaud NetCommunity and The Raiser's Edge.
    2. If you have already set up your Production Environment, create a new Merchant Account and identify it as a demo account.
  5. Set the process mode on the account to Demo Mode.
  6. Save changes.
    1. Note: After testing is complete and the update to your Production Environment is made, you will see your standard Merchant Account and your test/demo Merchant Accounts listed.
  7. Ensure that all Blackbaud NetCommunity parts and Raiser's Edge functions using a Merchant Account in a production/ live environment are set to use the LIVE Merchant Accounts or gifts will be lost.
When setting up a test environment for Blackbaud NetCommunity v.6.10 and The Raiser's Edge v.7.91 when both applications are HOSTED, use the following instructions:
  1. Request backups of your Net Community and Raiser's Edge databases.
  2. Load the backups on your Test Environment.
    1. Note: The BBPS credentials will automatically load with the backups (i.e. there is not a need to have this information because it is already stored).
  3. After the backups are loaded successfully, go to Administration - Merchant Accounts in Blackbaud NetCommunity and to Configuration Business Rules Merchant Accounts in The Raiser's Edge.
    1. If you have not set up your Production Environment, edit and rename the accounts to identify them as a demo or test account (ex. "IATS Account - DEMO") in both Blackbaud NetCommunity and The Raiser's Edge.
    2. If you have already set up your Production Environment, create a new Merchant Account and identify it as a demo account.
  4. Set the process mode on the account to Demo Mode.
  5. Save changes.
    1. Note: After testing is complete and the update to your Production Environment is made, you will see your standard Merchant Account and your test/demo Merchant Accounts listed.
  6. Ensure that all Blackbaud NetCommunity parts and Raiser's Edge functions using a Merchant Account in a production/ "live" environment are set to use the LIVE Merchant Accounts or gifts will be lost.