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:
- Set up your BBPS account for Blackbaud NetCommunity and download Blackbaud NetCommunity v.6.10 and The Raiser's Edge v.7.91.
- Note: The BBPS username and password will be the same for both BlackbaudNetCommunity and The Raiser's Edge.
- Install Blackbaud NetCommunity and The Raiser's Edge.
- During the The Raiser's Edge update, at the prompt for 'Is this a test conversion', click Yes.
- Note:This will flag your credit card data as test, and remove it from BBPS after 14 days.
- After setup is complete, go to Administration - Merchant Accounts in Blackbaud NetCommunity and to Configuration > Business Rules Merchant Accounts in The Raiser's Edge.
- 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.
- If you have already set up your Production Environment, create a new Merchant Account and identify it as a demo account.
- Set the process mode on the account to Demo Mode.
- Save changes.
- 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.
- 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.
- Request backups of your Net Community and Raiser's Edge databases.
- Load the backups on your Test Environment.
- 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).
- 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.
- 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.
- If you have already set up your Production Environment, create a new Merchant Account and identify it as a demo account.
- Set the process mode on the account to Demo Mode.
- Save changes.
- 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.
- 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.