pc-eftpos installation guide eft client · 1. introduction this document outlines how to install...
TRANSCRIPT
PC-EFTPOS Installation Guide
EFT Client
Release 5.0
April 09
Revision Record
Version Date Author Document Preparation
Revisions
0.01 June 00 Craig Godden Craig Godden Document Creation
1.00 May 01 Craig Godden Craig Godden New installer
2.00 December 02 Clinton Dean Clinton Dean New installer
3.00 May 05 Clinton Dean Clinton Dean New installer
4.00 December 07 David O’Donnell David O’Donnell Vista & U32 changes
5.00 April 09 Richard Bolt Richard Bolt U32 products and new software update
Copyright ©PC-EFTPOS Pty Ltd, 2009. This document contains information proprietary to PC-EFTPOS Pty Ltd. Any reproduction,
disclosure or unauthorised use of this material is expressly prohibited except as may be authorised by PC-EFTPOS Pty Ltd in writing.
1/9a Ponderosa Parade Warriewood NSW 2102
Australia Phone +61 2 9998 9800
Fax +61 2 9986 0530 www.pceftpos.com
Table of Contents
1. Introduction ................................................................................................................ 1 1.1 Before you start .................................................................................................................... 1 1.2 Bank Terminology ................................................................................................................. 1
2. Hardware Installation ................................................................................................ 2 2.1 EFTPOS Pinpad ................................................................................................................... 2 2.2 EFTPOS Terminal ................................................................................................................ 2 2.3 NAB SAGEM Terminal.......................................................................................................... 3 2.4 i5100 EFTOS Terminal ......................................................................................................... 4 2.5 i3070 EFTOS PINPad ........................................................................................................... 5 2.5 P66 Dial-Up Modem ............................................................................................................. 6 2.6 P67 Dial-Up Modem ............................................................................................................. 7 2.7 Argent ................................................................................................................................... 8
3. Installing PC-EFTPOS EFT Client ............................................................................. 9 3.1 PC-EFTPOS Setup Wizard ................................................................................................... 9 3.2 PC-EFTPOS Configuration Wizard ..................................................................................... 13
3.2.1 Connection via another PC ....................................................................................... 17 3.2.2 Connection via P66 Modem ...................................................................................... 19 3.2.3 Optus MTA connected to this PC .............................................................................. 22 3.2.4 Connection via an Argent Line .................................................................................. 24 3.2.5 Completing the configuration .................................................................................... 26
4. Common Installation Errors.................................................................................... 27 4.1 Pinpad offline ...................................................................................................................... 27 4.2 X0 – No response ............................................................................................................... 27 4.3 AMEX and Diners won’t work? ............................................................................................ 27 4.4 Can’t Access PC-EFTPOS Control Panel ........................................................................... 27 4.5 CNP or PDU Error .............................................................................................................. 27
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1. Introduction
This document outlines how to install both the hardware and PC-EFTPOS EFT Client software.
*Note
PC-EFTPOS EFT Software must first be installed on the server which will connect directly with the bank.
On the server which is connecting with the bank, install “EMS Lite”
Record the IP address of the server. Enter this when including additional POS connections. See (2.3.1)
1.1 Before you start
Before you begin the installation of both the PC-EFTPOS software and your EFTPOS terminal(s), you should ensure you have the following;
An EFTPOS terminal which contains the correct bank software,
A P66 modem if the site is using a dial-up service,
The latest PC-EFTPOS installation CD, (alternatively, latest software can be downloaded from our website – www.pceftpos.com.au/files/releasecd )
Terminal and Merchant ID’s (per lane) supplied by the bank,
POS-AME (or Telstra ID or Tran$end ID) supplied by the bank if required.
1.2 Bank Terminology
Terminal ID : This is the number that uniquely identified each EFTPOS terminal.
Merchant ID : This number uniquely identifies each merchant
POS AME : This number is unique to each dial-up connection or Argent leased line.
This number is often called a Tran$end ID, a Telstra ID, or an Argent ID. The
number can be anywhere from 6 to 10 digits in length.
The bank will issue details for each terminal at the site as well as the connection to the bank. The
following outlines the details each bank will issue:
Bank Merchant ID
Terminal ID Dial-up POS-AME
Argent POS-AME
Help Desk Number
ANZ 11 digit number. This is
entered into the merchant ID field on the setup page.
1800039025
Bankwest 131718
CBA 1800022966
NAB 1300369852
St George 1300650977
Westpac 1800029749
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2. Hardware Installation
2.1 EFTPOS Pinpad
Eftpos Pinpad:
Supplied Equipment with terminal:
EFTPOS Pinpad
Powered cable
1. Plug the supplied power adaptor into a powered powerpoint socket,
2. Plug the powered adaptors DB9 connector into the COM port on the
POS that the pinpad will use.
3. Plug the pinpad into the RJ45 connector on the opposite end powered
adaptor.
2.2 EFTPOS Terminal
Supplied Equipment with terminal:
EFTPOS Pinpad,
Power pack and power cable,
POS connector cable,
Dial-up phone cable and connector.
1. Power the terminal. Connect the supplied power adaptor to the wall socket.
2. Connect the power adaptor to the round DC power socket on the back of the terminal.
3. Connect the RS232 cable (supplied) to the COM port on the POS (normally COM 1)
4. Connect the other end of the RS232 cable to the RS232 connector on the back of the
terminal.
5. If the terminal is using the terminals internal modem, plug the phone cable in to the phone
connector on the back of the terminal.
Installation Steps
Installation Steps
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2.3 NAB SAGEM Terminal
Installation Steps 1. Power the terminal. Connect the power pack and cord then plug into a power point. 2. Connect the power adaptor to the power socket on the back of the terminal 3. Connect the RS232 cable (supplied) to the COM port on the back of the PC (normally COM 1) 4. For a terminal integrated to a POS, connect the other end of the RS232 cable to the RS232 connector on the back of the terminal.
EFTPOS Terminal
Supplied Equipment with terminal:
Sagem Terminal
Power pack and cord
POS connector cable (RS232 Cable)
(optional) RS232 to USB adaptor cable
GPRS SIM
Paper Roll
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2.4 i5100 EFTOS Terminal
Supplied Equipment with terminal:
i5100 EFTPOS Pinpad terminal
Power pack and power cable
Y Powered Curly Cable (contains the power cable and dial-up
phone cable connections)
POS connector cable (RS232 data cable)
(Identified by label “Ingenico CAB-0117-01”)
Installation Steps - 1. Power the terminal. Connect the supplied power pack to the wall socket.
2. Connect the power adaptor to the round DC power socket on the back of the terminal
(connection A).
3. Connect the supplied POS connector cable (RS232 data cable) to the COM port on the PC
(normally COM 1).
4. Connect the other end of the RS232 data cable to the RS232-1 connector on the back of
the terminal (connection C).
5. If the terminal is using the terminal’s internal modem, (i.e. single terminal application) plug
the phone cable in to the phone connector on the back of the terminal (connection B) and to
your phone line socket on the wall.
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2.5 i3070 EFTOS PINPad
Supplied Equipment with terminal:
i3070 EFTPOS Pinpad terminal
Power pack and power cable
POS connector cable (USB data cable)
(Identified by label “CAB0226”)
POS connector cable (RS232 data cable)
(Identified by label “CAB0225”)
Installation Steps (RS232) 1. Plug the RJ connector of the RS232 data cable in to the back of the pinpad 2. Plug the power cable in to the power pack and then plug it into a power point 3. Connect the round power connector into the plug at the end of the RS232 data cable as shown
4. Plug the RS232 connector in to the PC Com Port that will be used for the PINpad Installation Steps (USB) (Not currently available at December 2008 for CBA) 1. Plug the RJ connector of the USB data cable in to the back of the pinpad 2. Do not connect the PINpad to your PC until instructed to by the PC-EFTPOS installer. This will be on the “Introduction” page of the Configuration Wizard 3. When instructed, connect the USB cable to the PC. This will bring up a “Found New Hardware Wizard” (To view a guide on installing the USB driver, click on the appropriate link in the “Introduction” page of the Configuration Wizard) 4. After installing the drivers, the PINpad should boot up. The PINpad is powered via USB. 5. Switch the PINpad to USB mode (refer to section 8.1). 6. Continue on and complete the rest of the Configuration Wizard
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2.5 P66 Dial-Up Modem
One P66 Modem is required for any store that requires dial-up
connectivity to the bank. The P66 modem utilizes a purpose built
EFTPOS modem to connect with the banking network.
The modem can be shared between any number of EFTPOS
terminals within a network.
There should only be one P66 modem within any single store.
Equipment supplied with P66 Modem
P66 modem
Power supply and power cord
PC connector cable (DB9 to RJ12)
Dial-up phone cable and connector
Installation Steps:
1. Plug the power supply into a power point and the P66 Modem DIN connector,
2. Connect the phone cable to the P66 modem and the wall socket,
3. Connect the POS cable to the PC COM port and the P66 modem.
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2.6 P67 Dial-Up Modem
The P67 is an alternative to the P66 modem
The P67 is built on the NPT710 hardware
One P67 Modem is required for any store that requires dial-up
connectivity to the bank. The P67 modem utilizes a purpose built
EFTPOS modem to connect with the banking network.
The modem can be shared between any number of EFTPOS
terminals within a network.
There should only be one P67 modem within any single store.
Equipment supplied with P67 Modem
P67 modem
Power supply and power cord
PC connector cable (DB9 to RJ45)
Dial-up phone cable and connector
Installation Steps:
1. Plug the power supply into a power point and the P67 Modem power connector,
2. Connect the phone cable to the “Line” connector on the P67 and to the phone line wall
socket,
3. Connect the PC Connector cable to the PC COM port and to the “RS232” connector on the
P67 modem.
4. Note: The P67 does not come with a USB adaptor. If your PC does not have a COM port
you will need to purchase a separate USB to Serial cable (available from most computer
stores).
Plug the USB to Serial cable in to a USB port on your PC and install the drivers that come
with it. Then attach the P67 modem to the serial end of that cable
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2.7 Argent
An Argent installation is normally defined as an AABP 9600bps system.
This type of Argent installation does not require a P66 modem from Ingenico.
Telstra will supply the Argent Terminal Adaptor to be used in the installation
Required Equipment:
Argent ATA from Telstra
Installation of ISDB service from Telstra
Standard RS232 modem cable
Installation Steps:
1. Connect the Argent terminal Adaptor to the ISDN service. 2. Connect the RS232 modem cable from the COM port on the POS to the V24 port on the
Argent ATA. 3. The ATA should go to a steady dot after a short while. This indicates that the ISDN is
connected. Back pane of the Enhanced Argent ATA.
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3. Installing PC-EFTPOS EFT Client
3.1 PC-EFTPOS Setup Wizard
Insert the CD containing the latest release of PC-EFTPOS software and run the setup program.
The POS must not be running when installing PC-EFTPOS Click on “Install PC-EFTPOS”
Click “Next”
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The default directory is recommended
For POS lanes, always select “PC-EFTPOS Client” For EFT Server only, refer to “EFT Server Install Guide”
Click “Next”
Click “Next”
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The default folder is recommended
Click “Next”
Click “Next”
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This should take several minutes to install.
Click “Install” to begin the software installation and to start the “Configuration Wizard”
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3.2 PC-EFTPOS Configuration Wizard
Click “Next”
You can use the “Restore” button to manage previous configurations, or create new ones
If installing a USB pinpad, connect it now and install its drivers
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Give this a try to confirm your connections
Click “Next (F3)” if ok. If not, check com ports and click “Detect” again
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Select your required bank and Click “Next (F3)”
Choose the settings that you require here (Com port and terminal). Then click “Next”
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This step allows you to configure the bank details in the pinpad now. Select “Start Client (F8)” and wait for the client to start. This step can be skipped, & the details configured later
When the Clients starts & the terminal is connected, the appropriate boxes will highlight for entry of details.
Click “Next”
If you have the EMS Server installed, enter the server’s IP address – otherwise leave the field blank
Click “Next”
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3.2.1 Connection via another PC
This starts the configuration of the communications for this lane of EFTPOS. Select where the transaction will go after this machine.
Enter the IP address of the server that connects directly to the bank. The port will always by “2005”
Click “Next”
Click “Next”
If you are using multiple connections, make sure your primary connection has the highest priority
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If you have a fallback option, select “Yes” and repeat the config. Otherwise, select “No”
Click “Next (F3)”
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3.2.2 Connection via P66 Modem
Select “P66 Dialup” and then click “Next (F3)”
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Confirm the COM Port that the P66 is connected to.
The phone number can be adjusted for a PABX by adding the prefix.
Click “Next (F3)”
Click “Yes (F3)” to test the P66 connection
Click “Next (F3)”
Click “Test (F8)” to check the P66 connection. Status should go to “Connected”
If you are using multiple connections, make sure your primary connection has the highest priority
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Click “Next (F3)”
If you have a fallback option, select “Yes” and repeat the config. Otherwise, select “No”
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3.2.3 Optus MTA connected to this PC
Select “Optus MTA” and then click “Next (F3)”
Confirm the COM Port that the MTA is connected to.
If you are using multiple connections, make sure your primary connection has the highest priority
This is displayed if you have chosen Argent as your communication option.
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If you have a fallback option, select “Yes” and repeat the config. Otherwise, select “No”
Click “Next (F3)”
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3.2.4 Connection via an Argent Line
This is displayed if you have chosen Argent as your communication option.
Select “Argent Line” and then click “Next (F3)”
Enter the POS-AME or Tran$end number that the bank has given you.
Click “Next (F3)” If you are using multiple connections, make sure your primary connection has the highest priority
Confirm the COM Port that the ATA is connected to.
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Click “Next (F3)”
If you have a fallback option, select “Yes” and repeat the config. Otherwise, select “No”
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3.2.5 Completing the configuration
One all options have been entered, finalize the configuration.
The configuration is ready to complete. Press “Configure (F3)”
Click “Complete (F3)”
You can enter a description here, which can be used if you need to restore this configuration.
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4. Common Installation Errors
4.1 Pinpad offline
The PC system cannot communicate with the pinpad.
Check that the pinpad has power
Check that the pinpad is correctly plugged into the POS
Ensure the COM port selected in the install is the COM port the pinpad is on.
4.2 X0 – No response
If there is no response from the bank, it is generally the terminal ID or Merchant ID are
unknown by the bank. Confirm that the details are correct with the bank.
If the details are correct, ensure the modem is configured correctly. The easiest way to do
this isby re-running the configuration wizard. (It is located in the install directory).
4.3 AMEX and Diners won’t work?
These cards require the bank to have a connection to Amex & Diners for your merchant ID
setup. Check with the bank to ensure they have set this up correctly.
4.4 Can’t Access PC-EFTPOS Control Panel
The control panel can normally be activated via the EFT-Client icon on the task bar. If the
POS has disabled this, then you will need to contact the POS vendor to find out how to
access the control panel.
4.5 CNP or PDU Error
This is an error generated by the Argent line, or the Telstra dial-up network.
The most common cause if the POS-AME (Tran$end ID) is wrong. Confirm this number
with the bank and correct it if necessary.