NCR Confidential

July 2020

Connected Payments –NPS Training

WHERE: DATA MANAGER SERVEREPS CFC BOH POS TERMINAL/PAYMENT DEVICE

WHAT:

Create companyCreate Store

Setup processor including MID\TID

Create customer Admin user

Setup StoreSetup Terminal types

(Lanes)Setup Users for Portal

Enable Connected Payments

Create new tenderetc

Install Connected Payments

Setup BOH communication

Configure firewall\router

Download device drivers to terminals

Install Connected Payments (via BOH

installer & RAL)

WHO:

Internal NCR Process, must be completed first

Customer w\NCR documentation or

consultant

Customer w\NCR documentation or

consultant

Customer w\NCR documentation or

consultant

Customer w\NCR documentation or

consultant

Follow “Top Down” Installation and Configuration Flow

2

Installation Components and Roles

1 2 3 4 5

3 NCR Confidential

Hardware & Software Requirements• HKS512 : NCR Payment Solutions: Hardware and Software Requirements

4 NCR Confidential

Requirements Continued

HKS512 : NCR Payment Solutions: Hardware and Software Requirements

Firewall Settings

NCR Confidential

Recommended Version Stack

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POS 12.3.86 POS 15.1.47.5.74 RAL 19.3.6.1003 APS 19.4.16.1179 Site Specific Firmware via Radiant Update

Connected Payments Single NIC Setup

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Internet Modem

Watchguard/Firewall Network

Switch

NCR Fileserver

Term 3

10.0.1.103Term 2

10.0.1.102

Term 1

10.0.1.101

ALOHABOH

10.0.1.100

Com Port 16 Com Port 16Com Port 16

1. Data Manager – NPS Site Setup Form

NCR Confidential

• HKS 63: NCR Payment Solution: Payment Gateway Setup Forms• Recorded Content: NPS - Payment Gateway Setup Form

• Important call out for NCR Payments (JetPay) VAR:• MID is listed as ‘In-Store Terminal ID’ and will start with ‘1’• TID will always be 001

MID

1. Data Manager – NPS Site Setup Form

NCR Confidential

• HKS 63: NCR Payment Solution: Payment Gateway Setup Forms• Recorded Content: NPS - Payment Gateway Setup Form

• Completed Site Setup Form & VAR emailed to: ConnectedPayments.Support@ncr.com• Once Site is created in Server EPS by CP Support

• Validate Site Setup Info against the Store Setup Report (DMT10)• Create any new users or user access levels that are needed in ServerEPS

Customer Welcome Email -

NCR Confidential

Good Afternoon ‘Customer Name’

I received the following information from the NCR Payment Solutions team for ‘Restaurant Name’s’ NCR Payment Gateway website. I included the link to the signin page at the bottom. The password below is a temporary password. At first sign in a prompt will require the password to be changed. The root username shownbelow is the top level username on the NCR Payment Gateway. Additional usernames may be added once signed in as the root user. Steps to add additional usersis explained in the User Management section of the Connected Payments Users Guide.

Company number: 222222Store number: 333333Store name: Your RestaurantTransaction profile: CC, DC, EBT Host processor: JetpayMerchant ID: 100123456789Terminal ID: 001End of Day: 050000 Username: FNamePassword: 123456

NCR Payment Gateway: https://hspclient.servereps.com/ServerEPS/Login.aspx

NCR offers an online training portal for the NCR Payment Solutions with Aloha located HERE

Please also find attached to this email the user guides for NCR Payment Solutions. These guides may assist with learning functions and reports offered by NCRPayment Gateway. Internet Explorer 11 is required to use NCR Payment Gateway as it requires Microsoft Silverlight to run all reports and features.

Attachments:

HKS115 – CP Settlement

HKS53 - CP Adjusting a Transaction After Settlement

HKS72 - EDC vs ServerEPS Report

HKS133 - CP - Users Guide

Live Install

NCR Confidential

2. Server EPS

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Configuring ServerEPS

Aloha Updates: Https://www.alohaupdates.com/ -• Download Luxe Default Lane Configuration• Luxe Default Lanes 6-17-20• Unzip Luxe Default Lanes 6-17-20

ServerEPS Site: https://hspclient.servereps.com/ServerEPS/Login.aspx- Use Internet Explorer

Import Default Lanes• Find New Company CP Support Created under search ‘Manage a Company’• Administration

• Store Configuration -> Launch Store Configuration Application v2.0 • Lane Configurations

• Show Advanced Control• Import ‘Luxe Default Credit Only Lane’ (As of July 2020 Debit is not supported with NCR Payments Processor)• Default Imported Lane has a ‘canned’ setup that would work for majority of hospitality customers

• M I D

• Select Upload to Save Configuration

2. Server EPS

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Configuring ServerEPS

Validate Imported Lane Data• Terminal

• Transaction Sequence: Validate for

Bad Card Slide• Slide Card -> Bad Card Slide• After 3 Bad Card Slides ‘Go to

Manual Sequence’• Transaction Sequence

D ‘Manual Acct #’ >> Entered at Pin Pad

2. Server EPS

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Configuring ServerEPS

Validate Imported Lane Data• Terminal

• Transaction Sequence: Configure In-Line Tip

(if applicable)

• Drag ‘% Tip Amount’ from Sequence Codes

into Transaction Sequence Column above

‘Send Transaction’ Entered at PIN Pad• Select ‘Tip Amount Options’ for additional

configuration

2. Server EPS

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Configuring ServerEPS

Validate Imported Lane Data• Terminal

• Transaction Sequence: Configure

Receipt Capture (if applicable)

• Drag ‘Receipt Capture’ from Sequence Codes into Transaction Sequence Column after ‘Send Transaction’

2. Server EPS

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Configuring ServerEPS

Validate Imported Lane Data• Terminal

• PIN Pad Configuration:• OpenEPS PIN Pad Type = FPE-L5300

PCIv3• SCAT Com Port = 16• Screen File Name = FPE_L5300.zip Allow Enter=YES Enable Quick Chip PIN Pad Attached to POS

• Misc. Prompts• Update Interval Message for

Customer’s Name

2. Server EPS

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Configuring ServerEPS

Validate Imported Lane Data• Processing Profile

• Validate all Card Types – AX American Express, DS Discover, MC Mastercard, VS Visa

• Default Lane has the following set:

2. Server EPS

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Configuring ServerEPS

Store Configurations• Lanes

• Add 1 Lane per POS Terminal

• 1-4 = 4 Term System

• Lane Type = Hospitality

• Lane Configuration = Luxe Default Credit Only (Lane you previously imported)

• If you have a POS Term without a PIN Pad, you would also need to import a ‘Default_NoPinPad’ Lane in previous step

2. Server EPS

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Configuring ServerEPS

Store Configuration• Host Definitions

• Credit = JetPay• ERC=MTX Receipt Host – Only if you want receipt capture enabled in ServerEPS. Enabled during Lane Configuration.

• Recommendation is to no longer use this as it can slow down transaction times• Receipts will be viewable via the Aloha Check Reprint if needed

• Host Info• JetPay

• Enter Terminal ID – NPP (JetPay) always = 001 Offline Processing Allowed Resubmit Offline Forwards

• MTX Receipt Host – if applicable• Enter the Company Number• Enter Store Number

2. Server EPS

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Configuring ServerEPS

Store Configuration• Store Info

• Set Time Zone

Enable Transaction Adjustments

• Set Manual Settlement Failsafe• Standard = 7 Days

• Set Time

2. Server EPS

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Configuring ServerEPS

Store Configuration• Receipt

Include Tip‾ POS Controls Header, Footer, and Number of Voucher Copies, everything else is generated by OpenEPS

– EMV & Tip Lines

2. Server EPS

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Configuring ServerEPS

Store Configuration• MISC

• Setup Text – Enter 5 Lines• USEWEBSERVICE=Y• ServerEPSTransactionsHost1=Https://hsptrn1.servereps.com• ServerEPSTransactionsHost2=Https://hsptrn2.servereps.com• ServerEPSServicesHost1=https://hspsvc1.servereps.com• ServerEPSServicesHost2=https://hspsvc2.servereps.com

• Upload to Save Changes

3. Configuring NAM or CFC

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Configuring NAM or CFC

3. Configuring NAM or CFC

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Configuring NAM or CFC

3. Configuring NAM or CFC

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Configuring NAM or CFC

3. Configuring NAM or CFC

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Configuring NAM or CFC

4. BOH – APS Install

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Installing APS on BOH• Verify Connection: https://HSPSvc1.ServerEPS.com

Aloha Updates: https://www.alohaupdates.com/• Download Latest Connected Payments APS version• Currently 19.4.13.1073

• Run AlohaConnectedPayementsSetup.exe as Administrator on BOH• Validate CP_Company ID• Validate CP_StoreID

• If these fields are empty or show incorrect info, you have a configuration issue in NAM/CFC that needs corrected prior to install

• Network Configuration = None• Proxy no longer supported

• EDCPATH = Can remain default or C:\ConnectedPayments• Previous versions of APS had you removing EDCPATH Env. Variable

prior to installation – this is no longer the case with latest APS, it needs a valid path

• This setting doesn’t affect BOH, it’s for the FOH installer only (C:\ConnectedPayments)

• *EDCPROCPATH=D:\AlohaEDC\ - needs to stay set to default path for processing Gift Cards via the MSR

• *Do Not Delete the EDCPATH inside the Bootdrv share as ATO uses it for processing Gift Cards

4. BOH – APS Install

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Installing APS on BOH

• Installer should return successful installation• If installer returns configuration errors, you will need to

correct before proceeding with install

• Validate Add/Remove Programs• NCR Aloha Connected Payments should be present

• Validate Services.msc• Aloha Payment Service should be present and started

4. BOH – APS Install

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: Installing APS on BOH

RAL – BOH Configuration• Validate Aloha Connected Payments is present in Manifest

• BOH Config• Payment Mode = APS• APSPATH = C:\ConnectedPayments• Network Interface Card

• Internet Network Card• Propagate DNS/Gateway Config to Terms• Update DNS1, DNS2 & Gateway

• Flag FOH Terms to Reload to install ConnectedPayments software

• Validate Add/Remove Programs• NCR Aloha Connected Payments should be present

5. FOH – APS Install - HW Drivers, Firmware & EMV Files

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: FOH - APS Install - HW Drivers, Firmware & EMV Files

Aloha Updates: https://www.alohaupdates.com/• Download Latest Equinox Luxe USB Drivers• Currently Equinox USB Drivers v.1.36.1

Install Luxe Device Drivers• FOH Term

• EquinoxUSBCOMDriverInstaller_signed_x64.exe• Install on Com16• Attach PinPad – you should now see this in device manager

• If not listed: To verify that serial connectivity is set to use USB:

• 1. Press and hold the button under 7 and above X until you hear a beep, then click the button.

• 2. Click Setup. • 3. Click System Config. • 4. Click USB. • 5. Click Next and verify the following:

• Ethernet is Off. • Serial is On. • Force full speed is On.

5. FOH – APS Install - HW Drivers, Firmware & EMV Files

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: FOH - APS Install - HW Drivers, Firmware & EMV Files

Aloha Updates: https://www.alohaupdates.com/• Luxe6200_PROD.zip• Luxe8500_PROD.zip

Upgrading PIN Pad Firmware for Luxe DeviceFOH Term

• Rename Luxe6200_PROD.zip = FPE_L5300.zip• Drop Renamed Zip into:

• C:\Program Files\MicroTrax\OpenEPS001 (001=Term1, 002= Term2 etc.)• Restart Aloha Payment Service• Should see Files populate directory• Follow steps for each FOH Term

5. FOH – APS Install - HW Drivers, Firmware & EMV Files

NCR Confidential

• HKS 42: NCR Payment Solutions: Implementation Guide• Recorded Content: FOH - APS Install - HW Drivers, Firmware & EMV Files

Aloha Updates: https://www.alohaupdates.com/• Equinox Luxe 6200_8500 EMV Files.zip

Installing EMV Files for Luxe DevicesFOH Term

• Rename Equinox Luxe 6200_8500 EMV Files.zip = FPE_L5300.zip• Drop Renamed Zip into:

• C:\Program Files\MicroTrax\OpenEPS001 (001=Term1, 002= Term2 etc.)• Restart Aloha Payment Service• Should see Files populate directory• Follow steps for each FOH Term

Site is Offline, Internet is Active

Site is Not Accepting PaymentsD/Comm Error

Company ID and Store ID are swapped in CFC

Company ID and Store ID are not present in Aloha.ini

Company ID and Store ID are swapped in CFC

Company ID and Store ID are not present in Aloha.ini

Be sure site is active in CFC‾ Connected Payments>Active

Stores

Check IP address in config file located in C:\BootDrv\APS

FOH-Verify Internet connection tohttps://HSPTrn1.ServerEPS.com

Be sure Proxy Service is running (if needed)

Be sure user logged to run the Proxy Service is an Administrator

Troubleshooting

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FOH - D/Processor Not ConfiguredImmediate DeclinesFiles Not Downloading to

Microtrax Folder

Verify Internet Connection FOH-Verify Internet connection to

https://HSPTrn1.ServerEPS.com Check IP address in config file

located in C:\BootDrv\APS FOH - Internet

Explorer>Settings>Connections>LAN Settings>Clear Flag for Uses Proxy Server for LAN (if NOT using Proxy)

Check Company ID and Store ID in CFC

Check COM assigned to device in Device Manager‾ This must match the setting in

ServerEPS

Check FOH terminal for Environmental Variable‾ EDCPATH=C:\ConnectedPayments

Verify C:\ConnectedPayments folder exists

Company ID and Store ID are swapped in CFC

Company ID and Store ID are not present in Aloha.ini

Ensure there are no EDC transaction files on the BOH & FOH terminals

Verify APS is installed on every FOH terminal

Ensure there are no EDC transaction files on the BOH & FOH terminals

Verify BOH is not Master Capable

Troubleshooting

NCR Confidential34

FOH – Store Profile Configuration Issue

FOH – Processor Not ConfiguredFOH – Err/No Response

Verify C:\ConnectedPayments folder exists

Check FOH terminal for Environmental Variable:‾ EDCPATH=C:\ConnectedPay

ments

Verify C:\ConnectedPayments folder exists

Check FOH terminal for Environmental Variable:‾ EDCPATH=C:\ConnectedPay

ments Remove EDCPATH from

Environmental Variables on BOH

Call Support, ServerEPS needs a cache flush

1-800-433-0355

Troubleshooting

NCR Confidential35

Pin Pad – App Not Available

Pin Pad – Doesn’t light up for paymentPin Pad – Blank Screen

Verify via Task Manager that AlohaPaymentService.exe is running

Verify Files have downloaded to:‾ C:\Program

Files\Microtrax\OpenEPSxxx Verify COM port in Device

Manager matches ServerEPS Double check all FOH Terminal

Environmental Variables

Verify correct EMVPARM and EMVCAPK files are being used‾ Found in Open EPS Folder on FOH

Terms‾ Any question regarding files,

redownload and install again from scratch

Troubleshooting

NCR Confidential36

DSR shows credit payments as the name of your EMV TenderUnable to SettlePOS Error – ‘Check cannot be

closed until fully tendered’

TS - Connected Payments Tender>Authorization>flag "Print on Check“

QS - Revenue Center - Flag "Wait for Authorization"

Verify that Manager Access Level is flagged for "Manage Connected Payments“

Auto-Settle will not work if a terminal is down, not on network

Visa, MC, Disc, AMEX need to be flagged as active

Troubleshooting

NCR Confidential37

Aloha Payment Service is not ConfiguredGift Cards Not Working

Verify Prefix is inserted on the Tender’s Identification

Verify Min and Max Digits match card length (ASV min=14/max=14)

Verify BOH Environmental Variable for EDCPROPATH is set and valid

Verify Store Settings>Credit Card>Flag "Use EDC to process” is flagged

This error is CFC related. Verify CFC configuration

Troubleshooting

NCR Confidential38

Connected Payments Troubleshooting HKS

Troubleshooting HKS

Connected Payments – NPS Resources

39 NCR Confidential

HKS 510 – NPS Playbook

HKS 63 – NPS – Payment Gateway Setup Form

HKS 42 – NPS Implementation Guide

HKS 52 - Connected Payments Go Live Checklist & Timeline

HKS 56 – Connected Payments Troubleshooting Guide

NCR Payments Gateway Controlled Deployment Updates and Q&A – bi-weekly WebEx Meeting Tuesday’s 11am https://ncr.webex.com/ncr/j.php?MTID=mc111400ce8ed340932852eb9c0817866

Meeting number:477 204 133

Connected Payments Support Email: ConnectedPayments.Support@ncr.com

Support Forum Email: connected_payments_support_forum@lists.ncr.com

Connected Payments Support: 1-800-433-0355

Customer Facing Training: NCR Payment Solutions with Aloha Learning Portal- Provide customer link to either watch pre-recorded content or to sign up for Live Webinars

NCR Confidential

Thank You